机构投资人持股和股东
Axon Enterprise, Inc. (DE:TCS) 有 2082 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 77,613,216 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Fmr Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Capital World Investors, Franklin Resources Inc, and Invesco Ltd. .
Axon Enterprise, Inc. (DB:TCS)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 11, 2025 is 650.00 / share. Previously, on September 12, 2024, the share price was 325.90 / share. This represents an increase of 99.45% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 168 | 0.00 | 139 | |||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 236 | 55.26 | 195 | 146.84 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 3,183 | 8.89 | 2,635 | 71.44 | ||||
| 2025-08-27 | NP | CFSIX - Touchstone Sands Capital Select Growth Fund Y 类 | 48,810 | -18.53 | 40,412 | 28.25 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 83,183 | -17.54 | 68,871 | 29.80 | ||||
| 2025-08-05 | 13F | 蒙塔纳罗资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | NMANX - Neuberger Berman 中型成长基金投资者类别 | 68,000 | -8.60 | 51,024 | 29.78 | ||||
| 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 | 89 | 14.10 | 55 | 8.00 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 35,339 | -2.48 | 29,259 | 53.51 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 20,324 | -5.80 | 16,827 | 48.29 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 886 | 4.60 | 729 | 40.73 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 1,131 | 0.00 | 936 | 57.58 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级 | 1,857 | 0.00 | 1,139 | -6.03 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 29 | 7.41 | 22 | 50.00 | ||||
| 2025-04-25 | NP | PMSAX - 全球多策略基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 28,000 | -1.75 | 23,182 | 54.66 | |||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 715 | -2.46 | 592 | 53.51 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 706 | 5.37 | 585 | 65.91 | ||||
| 2025-08-14 | 13F | 德肖公司 | 5,904 | 1,001.49 | 4,888 | 1,639.50 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 66,300 | 6.42 | 54,892 | 67.53 | |||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 509 | 0.00 | 421 | 57.68 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,395 | 0.00 | 21,094 | -5.96 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 624 | 40.54 | 517 | 121.46 | ||||
| 2025-04-21 | 13F | ERn 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 财务生活规划师 | 5,006 | 336.82 | 4,145 | 588.37 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 904 | 19.89 | 748 | 88.89 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 3,399 | -0.61 | 2,814 | 56.51 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 776 | -24.66 | 642 | 18.67 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 23 | 0.00 | 19 | 58.33 | ||||
| 2025-05-19 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 3,619 | 6.54 | 1,903 | -5.70 | ||||
| 2025-07-29 | 13F | 奥布里资本管理有限公司 | 7,900 | 0.00 | 6,539 | 57.38 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 7 | 6 | ||||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 514 | 426 | ||||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 3,684 | 7.91 | 3,050 | 69.92 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 840 | -2.55 | 695 | 53.42 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 1,036 | 635 | ||||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 346 | 286 | ||||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 2,153 | -13.78 | 1,783 | 35.72 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 175 | -6.91 | 145 | 46.94 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 6,858 | 0.75 | 5,678 | 58.60 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 65 | -15.58 | 54 | 32.50 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 2,554 | 0.04 | 1,930 | 43.74 | ||||
| 2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 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 | 23,460 | -27.35 | 19,423 | 14.37 | ||||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 306,200 | 53.00 | 253,515 | 140.86 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 362 | -4.23 | 300 | 51.01 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 3,202 | 1.27 | 1,964 | -4.80 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 1,540 | 0.46 | 1,275 | 58.19 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 1,902 | 0.00 | 1,575 | 57.40 | ||||
| 2025-08-07 | 13F | 第1620章 | 5 | 0.00 | 4 | 100.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 13,887 | 72.72 | 11,498 | 171.93 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 294 | 11.79 | 243 | 76.09 | ||||
| 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 | 41,463 | -0.10 | 31,112 | 41.85 | ||||
| 2025-04-25 | NP | VAPPX - 资本增值基金 | 2,013 | -65.34 | 1,064 | -71.71 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 710 | 1,631.71 | 588 | 2,345.83 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 34,655 | 1.69 | 28,692 | 60.08 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 1,869 | 40.74 | 1,547 | 121.63 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 366,366 | 0.00 | 303,329 | 57.42 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,026 | 81.27 | 849 | 185.86 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 746 | 618 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 6,417 | -15.86 | 5,313 | 32.44 | ||||
| 2025-07-28 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 102,780 | 55.31 | 77,122 | 120.53 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 98 | -40.61 | 64 | 28.57 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 262 | 217 | ||||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 617 | -30.44 | 511 | 9.44 | ||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | 35,062 | -39.86 | 29,029 | -5.33 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 1,240 | 0.00 | 1,027 | 57.36 | ||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Put | 35,000 | -12.50 | 28,978 | 37.74 | |||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,600 | 18,767 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | Put | 42,700 | 0.00 | 35,353 | 57.42 | |||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 6,751 | -91.88 | 5,589 | -87.22 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 86 | 53 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 9 | -65.38 | 7 | -46.15 | ||||
| 2025-08-14 | 13F | 哈德逊路资本管理有限公司 | 33,108 | -42.16 | 27,411 | -8.95 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 3,500 | 0.00 | 2,898 | 57.45 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,034 | -15.28 | 8,607 | -20.33 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,188 | -10.47 | 1,342 | -15.82 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92 | -91.54 | 48 | -77.36 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 18 | 15 | ||||||
| 2025-07-29 | NP | INVNX - 进化树创新者基金 | 817 | -20.83 | 613 | 12.48 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 50 | 0.00 | 41 | 57.69 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -5,352 | -0.00 | -4,431 | 57.46 | |||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 39,119 | 2.96 | 32,388 | 62.09 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 6,434 | 6.12 | 5,327 | 67.06 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 13 | 30.00 | 11 | 100.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 99,045 | 18.28 | 74,319 | 67.95 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 222 | 107.48 | 0 | |||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 3,197 | -0.12 | 2,647 | 57.22 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 370 | -65.87 | 0 | |||||
| 2025-07-14 | 13F | 富达财富管理 | 20 | -28.57 | 17 | 14.29 | ||||
| 2025-04-23 | 13F | GHP 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | RIFBX - 美国小型股票基金 | 349 | 0.00 | 289 | 57.38 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 62,867 | 4.56 | 38,556 | -1.67 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 276 | 4.55 | 169 | -1.74 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 3,522 | 290.47 | 2,916 | 515.19 | ||||
| 2025-08-21 | NP | MSCQX - 美世美国中小型股票基金 I 类 | 5,190 | -46.66 | 4,297 | -16.03 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 23 | 0.00 | 19 | 58.33 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,030 | 7.89 | 4,992 | 69.85 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 51,499 | 13.73 | 42,638 | 79.03 | ||||
| 2025-05-08 | 13F | 戴维斯 RM 公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 3,187 | 0.82 | 2,639 | 58.72 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 313 | 21.32 | 259 | 91.85 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 25,687 | -3.02 | 15,754 | -8.80 | ||||
| 2025-05-13 | 13F | Semanteon 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 3,345 | 2,769 | ||||||
| 2025-06-27 | NP | RSPN - Invesco S&P 500 等权重工业 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 | 13,171 | -4.66 | 8,078 | -10.35 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 219 | -59.07 | 181 | -35.59 | ||||
| 2025-04-23 | 13F | 创意金融设计公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 2,209 | -0.63 | 1,829 | 56.37 | ||||
| 2025-08-08 | 13F | 托巴姆 | 4,166 | -16.16 | 3 | 50.00 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -482 | -399 | |||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,285 | 9.32 | 2,720 | 72.09 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 30 | 0.00 | 23 | 46.67 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 4,726 | 20.16 | 3,913 | 89.17 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 12,061 | 0.45 | 9,986 | 58.12 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC。 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 95 | -3.06 | 79 | 52.94 | ||||
| 2025-08-11 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 2,325 | 38.81 | 1,925 | 118.75 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 42,965 | 35,572 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 400 | 331 | |||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 2,091 | -7.68 | 1,731 | 45.34 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 560 | 761.54 | 464 | 1,752.00 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 3,714 | 64.05 | 3,075 | 158.32 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 30,632 | 20.88 | 25,361 | 90.30 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 3,561 | 0.54 | 1,873 | -11.07 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 193,535 | 119.16 | 160,235 | 245.01 | ||||
| 2025-08-05 | 13F | 码头资本有限责任公司 | 677 | -5.71 | 561 | 48.54 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 519 | 31.39 | 430 | 107.25 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 1,902 | -22.27 | 1,574 | 22.40 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 45,367 | 1.70 | 37,555 | 60.05 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 2,287 | 13.22 | 1,894 | 78.25 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 447 | 370 | ||||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 1,367 | 0.00 | 1,132 | 57.52 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 543 | 11.27 | 407 | 58.37 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,824 | 3.05 | 1,510 | 62.37 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 2 | 2 | ||||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 308 | 255 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 29,724 | -22.86 | 24,610 | 21.44 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 951 | 134.24 | 787 | 269.48 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 27 | 0.00 | 22 | 57.14 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 507 | 31.69 | 420 | 107.43 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 116 | 427.27 | 96 | 772.73 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 373 | 0.00 | 309 | 57.14 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 杰克逊维尔财富管理有限责任公司 | 4,717 | -2.76 | 3,905 | 53.08 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 26,899 | -0.37 | 22 | 57.14 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 1,144 | -5.53 | 947 | 48.90 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 多经理中型增长基金 I 类 | 5,025 | -42.70 | 2,643 | -49.30 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 448 | -2.40 | 371 | 53.53 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 271 | 224 | ||||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 8,900 | -10.25 | 5,458 | -15.60 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,038 | 8.51 | 3,090 | 2.01 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 285 | 215 | ||||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 1,057 | 0.57 | 875 | 58.51 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 975 | 9.18 | 807 | 72.07 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 3,304 | 207.35 | 2,496 | 341.77 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 266 | 5.56 | 220 | 66.67 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 80,300 | 14.71 | 66,484 | 80.58 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 36,300 | -18.61 | 30,054 | 28.12 | |||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 115,893 | -25.37 | 95,953 | 17.49 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,391 | 153.02 | 1,980 | 424.93 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 82 | 272.73 | 68 | |||||
| 2025-05-12 | 13F | 玛亚财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Shikiar资产管理公司 | 3,002 | 0.00 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 7,479 | 4.34 | 6,192 | 64.24 | ||||
| 2025-05-13 | 13F | 德克萨斯州雇员退休制度 | 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 | 3,045 | 5.91 | 2,521 | 66.73 | ||||
| 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 | 3,233 | -2.03 | 2,677 | 54.24 | ||||
| 2025-07-24 | NP | FSDAX - 国防和航空航天产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 126,300 | -8.81 | 94,770 | 29.48 | ||||
| 2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 8,404 | -0.67 | 6,958 | 56.36 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 446 | 11.78 | 369 | 76.56 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 449 | 0.00 | 372 | 57.20 | ||||
| 2025-06-30 | NP | DADGX - Dunham 小盘成长基金 A 类 | 734 | -32.97 | 450 | -36.97 | ||||
| 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 | 3 | 50.00 | 2 | 0.00 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 279 | 0.00 | 231 | 57.53 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 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 | 243,872 | 7.67 | 149,567 | 1.25 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 480 | -72.88 | 397 | 12.78 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 244 | 202 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 33,428 | 1,174.42 | 27,676 | 1,906.96 | ||||
| 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 | 1,578 | 1,306 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 498 | 5.96 | 413 | 66.80 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 317 | 262 | ||||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 2,000 | 0.00 | 1,656 | 57.47 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 80 | 400.00 | 66 | 725.00 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 314 | 260 | ||||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 306,738 | 2.86 | 253,958 | 61.92 | ||||
| 2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 100 | 0.00 | 83 | 56.60 | |||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 75 | 0.00 | 62 | 58.97 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 3,905 | 2.63 | 3,233 | 61.57 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 2,000 | 2 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 12,531 | 2.13 | 7,685 | -3.96 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 216,647 | -5.20 | 179 | 49.17 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 1,369 | 4.50 | 1,133 | 64.68 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 673 | -1.75 | 557 | 54.72 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 11,054 | 4.43 | 9,152 | 64.40 | ||||
| 2025-05-15 | 13F | Square Wave Partners, LP | 24,627 | -15.01 | 12,953 | -24.79 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 6,310 | 1.38 | 5,225 | 59.61 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 6,310 | 56.58 | 5,224 | 146.53 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 5 | 4 | ||||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 7,227 | -2.69 | 6 | 66.67 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 562 | -54.82 | 345 | -57.58 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 57 | -5.00 | 35 | -12.82 | ||||
| 2025-05-14 | 13F | 优化财务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 716 | 15.48 | 593 | 81.60 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 3,707 | -11.36 | 3 | 50.00 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 119,147 | 6.35 | 98,647 | 67.42 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 876 | -2.01 | 726 | 54.58 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 4,070 | 11.02 | 3,370 | 74.74 | ||||
| 2025-08-14 | 13F | 安盛公司 | 167,210 | -26.26 | 138,440 | 16.09 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 1,647 | 3.85 | 1,364 | 63.43 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 1,908 | 1,170 | ||||||
| 2025-06-25 | NP | EKJAX - 富国银行高级大型公司成长基金 A 类 | 28,979 | -2.17 | 17,773 | -8.00 | ||||
| 2025-08-06 | 13F | 奥特留斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 260 | 215 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 8,600 | -79.12 | 7,120 | -67.13 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 418,900 | -3.81 | 346,824 | 51.42 | |||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 2,490 | -35.05 | 1,868 | -7.80 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 2,307 | 2.90 | 1,910 | 62.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 325,000 | 41.92 | 269,080 | 123.41 | |||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 870 | 675 | ||||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 69,556 | 3.39 | 57,588 | 62.76 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 33,100 | -26.77 | 27,405 | 15.28 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 19,700 | -25.10 | 16,310 | 17.91 | |||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 193 | -11.06 | 118 | -16.31 | ||||
| 2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 38,722 | -24.91 | 32,059 | 18.21 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 3,496 | 208.29 | 2,894 | 385.57 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 2,332 | -5.36 | 1,931 | 49.03 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 1,400 | 152.71 | 1,159 | 298.28 | ||||
| 2025-04-15 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 4,664 | 4.55 | 3,862 | 64.58 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 1,745 | 1,445 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 300 | -63.99 | 248 | -43.38 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,130 | 4.24 | 854 | 28.46 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 392 | 0.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 1,151 | 0.00 | 953 | 57.36 | ||||
| 2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 27 | 22 | ||||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 8,153 | 6,748 | ||||||
| 2025-08-05 | 13F | 诚信财富解决方案有限责任公司 | 264 | 219 | ||||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 15 | 12 | ||||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 4,616 | -14.25 | 3,822 | 34.97 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 305 | -28.24 | 253 | 13.00 | ||||
| 2025-08-28 | NP | AMGOX - 阿尔杰中型成长投资组合 I-2 级 | 4,706 | -7.65 | 3,896 | 45.37 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 39 | -2.50 | 32 | 52.38 | ||||
| 2025-08-27 | NP | HRSMX - 胡德河小型股成长基金机构股 | 37,856 | -10.96 | 31,342 | 40.17 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 14,814 | 69.54 | 12,265 | 166.92 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 16 | 0.00 | 13 | 62.50 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,003 | 830 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF | 5,272 | 9.60 | 4,365 | 72.56 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 665 | -1.48 | 551 | 54.93 | ||||
| 2025-03-28 | NP | PRN - Invesco DWA 工业动量 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 | 19,302 | -11.48 | 12,588 | 36.32 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 13,841 | -4.77 | 11,460 | 49.91 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 915 | -2.76 | 758 | 53.24 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 1,950 | 7.50 | 1,463 | 52.71 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 2,295 | 2.91 | 1,900 | 62.12 | ||||
| 2025-05-14 | 13F | 法国集团 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 600 | 0.00 | 497 | 57.46 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 733 | 0.00 | 607 | 57.40 | ||||
| 2025-07-17 | 13F | 李约翰逊资本管理有限公司 | 8,687 | 19.10 | 7,192 | 87.49 | ||||
| 2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 4,832 | 2,963 | ||||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 122 | -22.29 | 75 | -27.45 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 3,147 | 90.61 | 2,606 | 200.12 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 300 | 248 | ||||||
| 2025-08-06 | 13F | 帕拉贡资本管理公司 | 1,238 | -1.67 | 1,025 | 54.68 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 5,012 | -0.20 | 4,150 | 57.10 | ||||
| 2025-06-26 | NP | SCMGX - 金沙资本全球成长基金机构类别股票 | 77,185 | -14.26 | 47,338 | -19.38 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 336 | 278 | ||||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 71,424 | 41.30 | 59,135 | 122.43 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 1,761 | 1,458 | ||||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 470 | 4.21 | 389 | 64.14 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 17,297 | 10.61 | 12,979 | 57.06 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 94,517 | 7.92 | 78,254 | 69.88 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 116 | 0.00 | 96 | 57.38 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 264 | 219 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 1,181 | 886 | ||||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 9,328 | -6.53 | 7,723 | 47.16 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 58 | -43.14 | 48 | -9.43 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 3,558 | -4.59 | 2,946 | 50.18 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 24,771 | -0.37 | 20,509 | 56.84 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 300 | -76.92 | 248 | -63.69 | |||
| 2025-05-15 | 13F | 悖论资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 12,600 | 61.54 | 10,432 | 154.31 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 16,700 | -5.11 | 13,827 | 49.37 | |||
| 2025-08-11 | 13F | 奥德投资管理有限公司 | 340 | 282 | ||||||
| 2025-07-29 | NP | BKWO - 纽约梅隆银行女性机会 ETF | 300 | 0.00 | 225 | 42.41 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 3,621 | -70.14 | 2,998 | -53.01 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 376 | 311 | ||||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 9 | -10.00 | 5 | -20.00 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 720 | 0.00 | 596 | 57.67 | ||||
| 2025-06-30 | NP | ASMMX - 景顺峰会基金A级 | 27,000 | 0.00 | 16,559 | -5.96 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 851 | 7.45 | 705 | 69.23 | ||||
| 2025-07-29 | NP | MMSC - First Trust 多经理小盘股机会 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 | 320 | 0.63 | 240 | 42.86 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 147,572 | 61.09 | 122,180 | 164.61 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 1,112 | -11.46 | 1 | |||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 3,750 | -16.85 | 2,300 | -21.83 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 301 | -14.00 | 249 | 18.57 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 117,728 | 92.76 | 97,472 | 203.44 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 30,183 | -14.98 | 24,990 | 33.83 | ||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 232,551 | 8.25 | 192,538 | 70.41 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 4 | 33.33 | 3 | 200.00 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 2,168 | 3.83 | 1,794 | 63.30 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 796 | -10.76 | 488 | -16.01 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 5,515 | 0.00 | 4,566 | 57.45 | ||||
| 2025-07-24 | 13F | 康宁公司 | 338 | 280 | ||||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 194,189 | -6.47 | 160,777 | 47.23 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 250 | 207 | ||||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,106 | -0.83 | 2,572 | 56.10 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 1,300 | 0.00 | 1,076 | 57.54 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 1,873 | 0.43 | 1,551 | 58.16 | ||||
| 2025-06-24 | NP | FKASX - 联邦考夫曼小型基金 A 类股票 | 61,100 | 0.00 | 37,473 | -5.96 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,398 | 1,157 | ||||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 1,128 | 0.53 | 934 | 58.14 | ||||
| 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 | 8,531 | 6.11 | 5,232 | -0.21 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 17 | 183.33 | 14 | 366.67 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 865 | 4.85 | 697 | 48.93 | ||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 103,662 | -38.84 | 85,826 | -3.72 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,818 | 25.47 | 2,955 | 17.97 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 602,601 | 6.61 | 498,917 | 67.83 | ||||
| 2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 197,032 | 120,840 | ||||||
| 2025-04-30 | 13F | BCJ 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 65,683 | -56.31 | 54,382 | -31.23 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 53,878 | 4.20 | 44,608 | 64.03 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 5,940 | -1.66 | 4,457 | 39.67 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 888 | 11.84 | 774 | 85.37 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 75,600 | -24.02 | 62,592 | 19.61 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 96,700 | 6.97 | 80,062 | 68.39 | |||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 943 | 0.00 | 781 | 57.58 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 9,364 | 8.32 | 7,753 | 70.52 | ||||
| 2025-08-12 | 13F | Bravias 资本集团有限责任公司 | 255 | 211 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 173 | 16.89 | 143 | 85.71 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 2,196 | 2.52 | 1,818 | 61.37 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 41 | 70.83 | 0 | |||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 2,779 | -0.75 | 2,301 | 56.25 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型成长型投资组合 I 类 | 19,800 | 0.00 | 16,393 | 57.43 | ||||
| 2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 278 | 4.51 | 170 | -1.73 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 282,115 | 4.41 | 233,574 | 64.36 | ||||
| 2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 24,709 | -1.68 | 18,541 | 39.60 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 4,774 | 3,953 | ||||||
| 2025-08-18 | 13F | 好时财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 16,907 | -6.07 | 10,369 | -11.67 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 114 | 293.10 | 94 | 526.67 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 739 | 1.23 | 1 | |||||
| 2025-08-12 | 13F | 瑞士国家银行 | 220,300 | 7.83 | 182,395 | 69.75 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 1,472 | 76.71 | 1,219 | 178.08 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 10,401 | -2.72 | 8,611 | 53.14 | ||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 75,622 | 62,610 | ||||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 4,408 | 1.90 | 3,650 | 60.40 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 3 | 2 | ||||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 2,404 | -8.38 | 1,804 | 30.09 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 395 | -57.93 | 327 | -33.67 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 168 | 15.86 | 126 | 65.79 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,749 | -21.08 | 19,472 | -25.78 | ||||
| 2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 13,427 | 1.41 | 10,075 | 44.01 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 300 | 200.00 | 248 | 376.92 | |||
| 2025-08-14 | 13F | 曼氏集团 | 29,398 | 49.34 | 24,340 | 135.09 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,940 | 6.13 | 1,456 | 50.62 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 603 | 499 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 700 | 600.00 | 580 | 1,013.46 | |||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 2,338 | -14.80 | 1,936 | 34.10 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 4,218 | 2,587 | ||||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 46,394 | -2.28 | 38,411 | 53.83 | ||||
| 2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Put | 100 | 0.00 | 83 | 57.69 | |||
| 2025-07-29 | NP | JHCPX - 资本增值基金类资产净值 | 7,883 | -34.01 | 5,915 | -6.29 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 286 | -61.66 | 237 | -39.80 | ||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 3,765 | 27.41 | 3,117 | 100.58 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 170,884 | 42.97 | 141,482 | 125.07 | ||||
| 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 | 20,900 | -2.79 | 17,304 | 53.03 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 68 | 0.00 | 56 | 60.00 | ||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA 美国行业轮动 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69 | 57 | ||||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 500 | 0.00 | 414 | 57.63 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 6 | 0.00 | 5 | 33.33 | ||||
| 2025-03-26 | NP | GUNZ-塔特尔资本自卫指数 ETF | 51 | 37.84 | 33 | 120.00 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 244,900 | 33.10 | 150,197 | 25.16 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 8,742 | 26.92 | 7,238 | 99.81 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 10 | 42.86 | 8 | 166.67 | ||||
| 2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 31,539 | 0.43 | 26,112 | 58.09 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 903 | -2.59 | 748 | 53.39 | ||||
| 2025-08-14 | 13F | 联信银行 | 73,713 | -19.19 | 61,030 | 27.21 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 445 | 2.30 | 368 | 61.40 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 27,155 | -32.71 | 22,483 | 5.93 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 4,333 | -8.59 | 2,657 | -14.04 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 2,590 | 32.28 | 2,144 | 108.16 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 3,136 | 7.54 | 2,596 | 69.34 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 39,000 | 9.24 | 32,290 | 71.97 | ||||
| 2025-03-27 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | Short | -2,871 | -1,872 | |||||
| 2025-05-28 | 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 | 3,480 | -2.60 | 1,830 | -13.80 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 55 | 46 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 93,416 | 0.20 | 77,343 | 57.73 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 185,140 | -0.01 | 153,278 | 57.39 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 6,205 | 3,806 | ||||||
| 2025-05-09 | 13F | 三季财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 签名有限责任公司 | 991 | 18.26 | 821 | 86.36 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 99 | 0.00 | 74 | 42.31 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股票投资组合 A 类 | 36,172 | -27.12 | 29,948 | 14.72 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 326 | -15.98 | 270 | 31.86 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 4,677 | 3,872 | ||||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 296 | -47.98 | 245 | -18.06 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 6,215 | 13.68 | 5,146 | 78.96 | ||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 496,290 | 5.03 | 410,898 | 65.33 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 719 | 63.04 | 595 | 157.58 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 10,200 | -86.92 | 8,445 | -79.42 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 466 | -70.71 | 386 | 24.19 | ||||
| 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 | 1,866 | -7.67 | 1,400 | 31.21 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 1,021 | -27.23 | 845 | 14.65 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 259,229 | -20.23 | 215 | 25.88 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 98,990 | -21.42 | 81,958 | 23.70 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 3,949 | 2.57 | 3,270 | 61.51 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 1,227 | 0.00 | 1,016 | 57.36 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 2 | 0.00 | 2 | 0.00 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -16 | -0.00 | -13 | 62.50 | |||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 2,975 | -2.84 | 2,463 | 33.71 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 370 | 6.94 | 227 | 0.44 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 814 | -47.82 | 674 | -17.93 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 335 | 277 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 53,800 | 21.17 | 44,543 | 90.75 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 154,800 | 95.45 | 128,165 | 207.68 | |||
| 2025-06-20 | NP | RVRB - 混响 ETF | 3 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 4,086 | -14.02 | 3,066 | 22.06 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 204 | 2.00 | 0 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 204,596 | -21.65 | 169,302 | 23.50 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 2,866 | -3.27 | 2,373 | 6.70 | ||||
| 2025-08-13 | 13F | 第1832章 | 536,420 | 129.24 | 444,124 | 260.86 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 61 | 22.00 | 51 | 92.31 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 124,850 | -35.44 | 103,368 | 1.62 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 306 | 253 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 1,776 | 7.77 | 1,470 | 69.75 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 19,088 | -0.31 | 11,707 | -6.25 | ||||
| 2025-08-25 | NP | SDSCX - 纽约梅隆银行中小型成长基金 I 类 | 32,147 | -24.78 | 26,616 | 18.40 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 16,653 | 331.65 | 13,788 | 794.68 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 391,441 | -5.74 | 324,089 | 48.39 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,453 | 2,031 | ||||||
| 2025-04-23 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 100 | 0.00 | 83 | 57.69 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 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 | 47,800 | 10.65 | 35,867 | 57.11 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 84,201 | 3.83 | 69,713 | 63.44 | ||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 815 | -2.16 | 675 | 53.53 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 5,600 | 273.33 | 4,636 | 488.32 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 4 | 3 | ||||||
| 2025-06-26 | NP | FNKFX - 富达中型股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,332 | 0.00 | 3,883 | -5.96 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 6,599 | 0.21 | 4,952 | 42.31 | ||||
| 2025-05-29 | NP | ADJEX - Azzad 道德基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 5,511 | 76.75 | 4,563 | 178.34 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 6,509 | -19.61 | 4,884 | 14.17 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 95,747 | 3.76 | 79 | 64.58 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 228 | 17.53 | 189 | 84.31 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 1,005 | 0.00 | 832 | 57.58 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 77 | 0.00 | 64 | 57.50 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 2,612 | 3.90 | 2 | 100.00 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 22,401 | -0.11 | 18,547 | 57.25 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 733 | -1.87 | 607 | 54.59 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 3,647 | -4.25 | 3,019 | 50.72 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,462 | 2.96 | 4,098 | 46.20 | ||||
| 2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 30,472 | 18.37 | 22,865 | 68.08 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 16,283 | 1.03 | 13,481 | 59.05 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 571 | 0.88 | 473 | 58.92 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 8,358 | 37.38 | 6,920 | 116.29 | ||||
| 2025-05-30 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | ARBOX - 绝对可转换套利基金投资者股份 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 2,856 | 2,365 | ||||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 116 | 87 | ||||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 524 | 0.00 | 434 | 57.45 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 1,214 | 911 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 10,644 | 14.87 | 8,813 | 80.83 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 5,104 | 4,226 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 593 | 50.13 | 491 | 136.71 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 9,029 | 8.30 | 7,475 | 70.51 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 383 | 317 | ||||||
| 2025-07-14 | 13F | 农商投资公司 | 45 | 7.14 | 37 | 68.18 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 1,220 | -25.06 | 1,010 | 17.99 | ||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 4,459 | -5.25 | 2,345 | -16.13 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 324 | 268 | ||||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 283 | 0.00 | 212 | 42.28 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 457 | -18.25 | 378 | 28.57 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 120 | -21.05 | 99 | 25.32 | ||||
| 2025-07-23 | NP | RJMG - FT Raymond James 多元成长股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FMCSX - 富达中盘股票基金 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 | 41,340 | 0.00 | 25,354 | -5.96 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 80 | -72.03 | 66 | 20.00 | ||||
| 2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,280 | -3.93 | 28,997 | -9.66 | ||||
| 2025-07-21 | 13F | 111资本 | 322 | 267 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 340 | 282 | ||||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 3,557 | 2,945 | ||||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 146 | -8.75 | 90 | -14.42 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 74,288 | -9.24 | 61,506 | 42.87 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,034 | -0.96 | 3,340 | 55.88 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 800 | 0.00 | 421 | 0.00 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 1,110 | 1.83 | 919 | 60.38 | ||||
| 2025-06-26 | NP | HFMCX - 哈特福德中型股基金 A 类 | 132,664 | -17.94 | 81,363 | -22.84 | ||||
| 2025-08-14 | 13F | 乐活资本公司 | 694,264 | -0.26 | 574,809 | 57.01 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 293 | 243 | ||||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 18 | 500.00 | 15 | 1,300.00 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 99,790 | -19.84 | 82,620 | 26.18 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 2,480 | 28.70 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,667 | 4,345.00 | 1,636 | 4,092.31 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 885 | 733 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Discovery Mid Cap Growth Fund Series II | 30,542 | -12.94 | 25,287 | 37.05 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 8,621 | 2.22 | 7 | 75.00 | ||||
| 2025-07-29 | NP | TMFM - Motley Fool 中型成长 ETF | 14,384 | -3.42 | 10,793 | 37.14 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 41 | 192.86 | 34 | 57.14 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 39 | -77.33 | 32 | -3.03 | ||||
| 2025-07-29 | NP | TMFG - Motley Fool 全球机会 ETF | 23,139 | -3.24 | 17,363 | 37.40 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 234 | 2.18 | 194 | 60.83 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Prakash 投资顾问有限公司 | 2,300 | -4.17 | 1,210 | -4.20 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 475 | 0.00 | 393 | 57.83 | ||||
| 2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 83 | 9.21 | 69 | 74.36 | ||||
| 2025-08-04 | 13F | 约克镇管理与研究有限公司 | 2,650 | 0.00 | 2,194 | 57.50 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 2,612 | 5.54 | 2,163 | 66.18 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 379 | 279 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 561 | 464 | ||||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 393 | 0.00 | 325 | 57.77 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 15,350 | 1,169.64 | 12,709 | 1,901.26 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 42,458 | -19.89 | 35,153 | 26.11 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | KLCAX - 联邦考夫曼大盘基金 A 类股票 | 14,790 | 0.00 | 9,071 | -5.96 | ||||
| 2025-05-30 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 2,378,900 | 4.02 | 1,969,586 | 63.74 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 4,897 | 51.05 | 4,054 | 137.77 | ||||
| 2025-08-27 | NP | HRNOX - 胡德河新机会基金机构股份 | 1,837 | 13.89 | 1,521 | 79.25 | ||||
| 2025-08-12 | 13F | 伊萨卡集团有限公司 | 7,302 | -2.09 | 6,046 | 54.13 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 1,164 | 1.39 | 964 | 59.70 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 10,973 | 3.28 | 9,085 | 62.56 | ||||
| 2025-08-06 | 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 | 2,102 | 42.03 | 1,740 | 123.65 | ||||
| 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 | 134,321 | 0.64 | 100,789 | 42.90 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 596 | 493 | ||||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 791 | -7.81 | 655 | 45.01 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 7,573,054 | 4.15 | 6,270,034 | 63.95 | ||||
| 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 | 1,154 | 42.82 | 866 | 103.05 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 5,608 | -1.34 | 4,208 | 40.13 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 16,100 | 0.00 | 13,330 | 57.42 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 183 | -20.78 | 112 | -25.33 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 248 | 121.43 | 205 | 253.45 | ||||
| 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 | 589 | -62.70 | 488 | -41.33 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 216 | -21.45 | 179 | 23.61 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 11,179 | 7.57 | 8,388 | 52.76 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 3,842 | 268.71 | 3,181 | 480.29 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 2,480 | 7,900.00 | 2,053 | 12,731.25 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 250 | 207 | ||||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 766 | 4.50 | 634 | 64.68 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 1,517 | -31.73 | 1,126 | -8.01 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 9,353 | -1.55 | 7,018 | 39.80 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 11,507 | 9,416 | ||||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 7,672 | 4,705 | ||||||
| 2025-08-26 | NP | WFSTX - 富国银行专业技术基金 A 类 | 8,013 | -44.56 | 6,634 | -12.72 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 88 | -77.49 | 73 | -5.26 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 315 | 261 | ||||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 177 | 0.00 | 109 | 0.00 | ||||
| 2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 2,100 | 58.13 | 1,739 | 120.28 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 2,600 | 0.00 | 2,153 | 57.43 | |||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 9,208 | -5.59 | 7,624 | 48.62 | ||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 3,828 | 2,872 | ||||||
| 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 | 81,925 | 10.71 | 67,829 | 74.28 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | Short | -106,878 | -0.93 | -65,548 | -6.83 | |||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 31,709 | -3.70 | 26,253 | 51.58 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 4,544 | 23.28 | 3,762 | 94.12 | ||||
| 2025-06-27 | NP | HAPY - 港湾企业文化领袖ETF | 74 | 45 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 11 | 10.00 | 9 | 80.00 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 1,050 | -10.56 | 788 | 26.94 | ||||
| 2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 3,420 | 3.32 | 1,807 | -15.60 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 1,817 | -11.45 | 1,426 | 29.99 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 39 | 0.00 | 32 | 60.00 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 1,567 | 3.16 | 1,297 | 62.53 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 51 | 0.00 | 42 | 61.54 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 2,231 | 10.66 | 1,847 | 74.25 | ||||
| 2025-07-08 | 13F | 战略倡导者有限责任公司 | 1,834 | -3.07 | 1,518 | 52.56 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 154 | -3.75 | 128 | 51.19 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 355 | 294 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 3 | 200.00 | 2 | |||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 322 | 267 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 105 | 150.00 | 79 | 254.55 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 500 | 0.00 | 414 | 57.63 | ||||
| 2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 10,961 | -22.89 | 9,075 | 21.40 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 27,092 | -11.73 | 22,431 | 38.96 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 18,139 | 9.49 | 15,018 | 72.36 | ||||
| 2025-08-13 | 13F | 埃奇伍德管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 进化树资本管理有限公司 | 3,104 | -36.20 | 2,570 | 0.43 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 10,889 | 0.32 | 9,015 | 57.94 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,663 | 1.90 | 1,377 | 60.37 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 209 | 2.96 | 173 | 63.21 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 5 | 4 | ||||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 500 | 375 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 413 | 3.77 | 342 | 63.16 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 1,645 | 0.00 | 1,362 | 57.34 | ||||
| 2025-06-26 | NP | LFGCX - 阿贝特勋爵聚焦增长基金 C 类 | 3,560 | -0.17 | 2,183 | -6.11 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 519 | 35.16 | 430 | 113.43 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 3,336 | 0.00 | 3 | 100.00 | ||||
| 2025-05-16 | 13F | 斯坦斯资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 顶峰财富管理有限责任公司 | 5,030 | 9.68 | 4,165 | 72.64 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 2,430 | 0.16 | 1,823 | 42.20 | ||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 财务视角公司 | 21 | 0.00 | 17 | 54.55 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 536 | 0.75 | 444 | 58.78 | ||||
| 2025-06-27 | NP | CTOGX - Calamos Timpani SMID 成长基金 R6 级 | 1,704 | 29.38 | 1,045 | 21.79 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,328 | 0.00 | 17,374 | -5.96 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 31,290 | 1.79 | 25,906 | 60.23 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 942 | 10.69 | 780 | 74.27 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 137,100 | 10.56 | 113,511 | 74.05 | |||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 3,312 | 0 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 113,000 | -0.53 | 93,557 | 56.59 | |||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 536 | -13.41 | 463 | 23.86 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 8,900 | 7,369 | ||||||
| 2025-05-22 | NP | FSGS - 小型股美国股票精选 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 | 518 | -10.07 | 272 | -20.47 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,732 | 22.88 | 9,648 | 15.56 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 4,747 | -2.69 | 4 | 50.00 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 5 | -28.57 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 767 | 635 | ||||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,402 | -1.78 | 13,808 | 39.47 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 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 | 229,632 | 10.19 | 172,307 | 56.46 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 1,636 | -66.08 | 860 | -69.99 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 1,397 | 1.90 | 1,157 | 60.33 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 987 | 13.84 | 817 | 79.56 | ||||
| 2025-08-28 | NP | JAFGX - 资本增值信托资产净值 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 15,422 | -13.84 | 12,768 | 35.64 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 10,580 | -35.98 | 8,760 | 0.77 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 3 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 3,166 | -35.72 | 2,621 | 1.20 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 3,123 | 0.03 | 2,586 | 57.43 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 348 | 288 | ||||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 583 | -3.95 | 483 | 51.10 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 2,967 | 47.03 | 2,456 | 131.48 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 6,800 | 0.00 | 6 | 66.67 | ||||
| 2025-05-14 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 5,815 | -41.24 | 4,814 | -7.51 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 8,436 | 24.94 | 6,985 | 96.68 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 112,346 | 9.98 | 93,016 | 73.13 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,056 | -16.39 | 1,702 | 31.63 | ||||
| 2025-06-26 | NP | LGLAX - 阿贝特勋爵成长领袖基金 A 类 | 213,299 | -12.75 | 130,816 | -17.95 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 312 | 37.44 | 258 | 116.81 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 1,303 | 4.57 | 1,079 | 64.58 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 351 | 291 | ||||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 7,644 | 31.86 | 4,020 | 16.69 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 4 | -20.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 4D 顾问有限公司 | 12,500 | -21.88 | 10,349 | 22.98 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 118,727 | -1.44 | 98,299 | 55.16 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 334 | 277 | ||||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 1,428 | 7.61 | 1,182 | 69.58 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 405 | 4.38 | 248 | -1.98 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 20,490 | 26.97 | 16,964 | 99.88 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 11,600 | 20.83 | 10 | 80.00 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 92,853 | -15.80 | 76,637 | 31.52 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 450 | 0.00 | 373 | 57.63 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 26,076 | 49.30 | 21,589 | 135.05 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 10 | 6 | ||||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 184 | 87.76 | 152 | 198.04 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 17,273 | -27.65 | 14,301 | 13.90 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 907,152 | 15.45 | 751,068 | 81.74 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 54,448 | -6.02 | 45,022 | 47.47 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 11,478 | 0.00 | 9,503 | 57.44 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 500 | -94.74 | 414 | -91.73 | |||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 4,500 | -52.63 | 3,726 | -25.44 | |||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 14,076 | -0.18 | 11,654 | 33.01 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 124 | 0.00 | 103 | 56.92 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 14,468 | -0.28 | 11,979 | 56.99 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 1,570 | 9.03 | 963 | 2.45 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 641 | 531 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 853 | 3.77 | 706 | 63.43 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 573 | -0.87 | 474 | 56.44 | ||||
| 2025-05-14 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 5,638 | -19.84 | 4,668 | 26.20 | ||||
| 2025-08-14 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 360 | 298 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 5,222 | -0.51 | 4,324 | 56.63 | ||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 33,952 | -10.64 | 28,111 | 40.68 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 61,578 | -16.41 | 50,983 | 31.59 | ||||
| 2025-08-14 | 13F | 纪律资本管理有限责任公司 | 139 | -1.42 | 115 | 55.41 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 12,622 | 45.01 | 10,450 | 128.32 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 1,146 | 17.66 | 703 | 10.55 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 22,488 | 2.67 | 18,619 | 61.63 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 邓克街公司 | 14,501 | 3.19 | 12,006 | 62.43 | ||||
| 2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 276,544 | 11.53 | 169,604 | 4.88 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 441 | 19.19 | 365 | 88.14 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 294 | 243 | ||||||
| 2025-06-11 | NP | SGGAX - DWS 大盘焦点成长基金 A 类 | 10,928 | -0.54 | 6,702 | -6.46 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,600 | 0.00 | 7,203 | 41.99 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 10,066 | 1.05 | 8,334 | 59.11 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 148,553 | -9.36 | 91,108 | -14.76 | ||||
| 2025-08-26 | NP | EXI - iShares 全球工业 ETF | 8,440 | -9.93 | 6,988 | 41.78 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 433 | 3.59 | 358 | 63.47 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 1,631 | 1.18 | 1,350 | 59.39 | ||||
| 2025-05-13 | 13F | 肯尼迪资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 558 | 24.55 | 462 | 96.17 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 938 | 4.57 | 777 | 64.76 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 8,225 | 17.50 | 6,766 | 83.81 | ||||
| 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 | 2,526 | 0.00 | 2,091 | 57.45 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 1,093 | -20.04 | 905 | 25.91 | ||||
| 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 | 3,808 | 1.44 | 3,153 | 59.68 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 411 | -22.74 | 340 | 21.86 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 93 | 14.81 | 77 | 80.95 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 24,377 | 10.56 | 20,183 | 74.04 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 5,000 | -87.05 | 4,140 | -79.61 | |||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 216 | 22.03 | 179 | 91.40 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 3,955 | 72.41 | 3,275 | 171.48 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 259,543 | 5.93 | 214,886 | 66.75 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 980 | 10.86 | 735 | 57.39 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 9,000 | 32.10 | 7,451 | 107.95 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 18,800 | -50.13 | 15,565 | -21.50 | |||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 1,005 | 0.00 | 832 | 57.58 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 9,070 | -1.99 | 7,509 | 54.28 | ||||
| 2025-08-14 | 13F | 红树林合作伙伴 | 973 | 806 | ||||||
| 2025-08-13 | 13F | 首都国际有限公司 | 2,955 | 0.00 | 2,447 | 57.40 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 2,120 | 130.43 | 2 | |||||
| 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 | 4 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | Put | 2,000 | 2 | |||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 10,144 | 0.55 | 8,399 | 58.27 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 11,320 | -1.13 | 9,372 | 55.66 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 692 | 25.59 | 573 | 97.92 | ||||
| 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 | 93 | -4.12 | 77 | 49.02 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 13,150 | 1,482.43 | 10,887 | 2,391.30 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 6 | 0.00 | 5 | 33.33 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 6 | 4 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 339 | 281 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 5,000 | -16.67 | 4,140 | 31.19 | ||||
| 2025-08-29 | NP | VNVAX - Vaughan Nelson 价值机会基金 A 类 | 6,685 | 115.65 | 5,535 | 239.51 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 1,903 | 4.85 | 1,167 | -1.35 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 239 | 3.46 | 198 | 62.81 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 420 | 3.19 | 0 | |||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 2,032 | -36.97 | 1,525 | -10.51 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 14 | 366.67 | 0 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 3,200 | 0.00 | 2,649 | 57.40 | |||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 72 | 30.91 | 54 | 86.21 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 3,200 | -58.44 | 2,649 | -34.58 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 485 | 402 |
