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。
更新
解锁高级数据并导出到Excel 
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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 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 | ||||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 33,004 | -1.52 | 27,325 | 55.03 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 500 | 25.00 | 414 | 96.67 | |||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 6,300 | -1.56 | 5,216 | 54.96 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 143,660 | 14.37 | 118,942 | 80.04 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 1 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 368,661 | 67.83 | 305,229 | 164.19 | ||||
| 2025-04-15 | 13F | Azzad 资产管理公司 /adv | 646 | 0.00 | 384 | 0.00 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 355 | 294 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 14,874 | -6.63 | 12,312 | 46.91 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 839 | 46.68 | 515 | 37.80 | ||||
| 2025-05-09 | 13F | 综合财务规划有限公司/PA | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 35 | -97.48 | 18 | -98.00 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 14,777 | 12,234 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 6,647 | 4.12 | 5,503 | 63.93 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -1,926 | -19.55 | -1,445 | 14.23 | |||
| 2025-06-23 | NP | PPQMX-中型股成长基金 III R-3 | 4,616 | -4.84 | 2,831 | -10.53 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 694 | -77.04 | 575 | -53.14 | ||||
| 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 | 39,100 | 44.28 | 23,980 | 35.68 | ||||
| 2025-05-28 | NP | 规则 - 自适应核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 27,200 | 3.03 | 23 | 69.23 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 990 | -1.30 | 820 | 55.41 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 633 | -8.13 | 524 | 44.75 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 7,736 | -13.51 | 6,405 | 36.14 | ||||
| 2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 5,929 | 6.46 | 3,636 | 0.14 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 13,300 | -24.43 | 11,012 | 18.96 | |||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 1,727 | 2.19 | 1,430 | 60.92 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 3,474 | 6.17 | 2,876 | 67.21 | ||||
| 2025-07-17 | 13F | 最前线财富管理公司 | 325 | 269 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 9,400 | -38.16 | 7,783 | -2.65 | |||
| 2025-06-26 | NP | AGRFX - AB成长基金A类 | 15,133 | -56.30 | 9,281 | -58.91 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 628 | 11.74 | 520 | 75.93 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,204 | 30.59 | 997 | 105.79 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦考夫曼基金 II 主要股票 | 2,340 | -1.47 | 1,937 | 55.08 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 3,492 | -2.81 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | 博斯曼财富管理有限责任公司 | 3,417 | -36.85 | 2,829 | -0.56 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 243 | 201 | ||||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 404 | -3.58 | 334 | 51.82 | ||||
| 2025-05-15 | 13F | 马歇尔·韦斯律师事务所 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,136 | 30.28 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 9,900 | 0.00 | 8,197 | 57.43 | ||||
| 2025-05-02 | 13F | 私人财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 16,645 | -15.48 | 13,781 | 33.05 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 51,100 | 42,308 | |||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 793 | 8.48 | 657 | 70.83 | ||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 764 | -76,500.00 | ||||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 262 | 217 | ||||||
| 2025-05-13 | 13F | 克利尔街市场有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 1,536 | 10.19 | 1,272 | 73.40 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 9,152 | -1.64 | 7,574 | 52.13 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 29 | 190.00 | 24 | 380.00 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 628 | 64.40 | 385 | 54.62 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 8,362 | 76.90 | 6,275 | 151.26 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 68 | 56 | ||||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 38,441 | 1.82 | 28,845 | 44.57 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 6,710 | 989.29 | 5,555 | 1,619.81 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - Nasdaq-100® 指数投资组合 | 1,197 | -3.31 | 991 | 52.23 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 572 | 474 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 31,341 | 17.23 | 25,948 | 84.55 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,715 | 0.43 | 13,318 | -5.57 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 690 | 35.83 | 571 | 113.86 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 1,611 | 5.85 | 1,334 | 66.63 | ||||
| 2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 42,945 | 9.26 | 26,338 | 2.75 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,600 | 0.03 | 14,474 | -5.94 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 3,940 | -11.40 | 2,416 | -16.69 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 77,220 | -1.88 | 63,934 | 54.45 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 7 | 6 | ||||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 331 | 0.00 | 248 | 42.53 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 112 | 2.75 | 93 | 61.40 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 20,400 | 2.52 | 16,890 | 61.39 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 6,577 | -5.87 | 4,935 | 33.67 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 5,723 | -4.41 | 4,294 | 35.76 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 1,714 | -58.55 | 1,419 | -34.73 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 542 | 2.26 | 449 | 57.75 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 32,570 | -12.47 | 26,966 | 37.79 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 721 | 64.24 | 442 | 54.55 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,607 | 64.48 | 2,212 | 54.69 | ||||
| 2025-05-14 | 13F | ZEGA 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 15,020 | 3.58 | 12,436 | 63.06 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 401,216 | -4.86 | 332,183 | 49.76 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 647 | 536 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 717 | 464 | ||||||
| 2025-07-29 | NP | DTGRX - 纽约梅隆银行科技成长基金 A 类 | 14,743 | 0.22 | 11,063 | 42.29 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 95 | 79 | ||||||
| 2025-08-13 | 13F | 奥西亚姆 | 20,782 | -0.35 | 17,206 | 56.87 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 9,595 | 7,944 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 3 | 2 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 3,664 | -89.04 | 3,034 | -82.76 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 82,895 | -13.96 | 50,840 | -19.09 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 260 | 215 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 152 | -6.17 | 126 | 47.06 | ||||
| 2025-06-25 | NP | PAHTX - PGIM Jennison 下一代全球机会基金 C 类 | 299 | -59.04 | 183 | -61.55 | ||||
| 2025-07-10 | 13F | 阿尔投资管理公司 | 250 | -37.50 | 207 | -1.90 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 145,627 | 8.01 | 120,570 | 70.03 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 4 | 0.00 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 56 | 0.00 | 46 | 58.62 | ||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 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 | 19,100 | 46.92 | 14,332 | 108.63 | ||||
| 2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 1,837 | 76.46 | 1,521 | 177.88 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 17,982 | 69.56 | 14,888 | 166.95 | ||||
| 2025-06-27 | NP | TWHIX - 传统基金投资者类别 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 | 92,983 | 64.22 | 57,026 | 54.43 | ||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 13,797 | 1.04 | 11,423 | 59.07 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 101 | 84 | ||||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 4,465 | 0.68 | 3,697 | 58.49 | ||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 13,216 | 9.91 | 10,942 | 73.02 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 1,626 | 13.95 | 1,346 | 79.47 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 86,303 | 1.76 | 71,454 | 60.19 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 41,812 | -1.57 | 34,618 | 54.94 | ||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 2,513 | -0.67 | 2,081 | 56.39 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 1,219 | 27.64 | 1,009 | 100.20 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 4,626 | -1.20 | 3,830 | 55.56 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 9,854 | -14.57 | 8,159 | 34.49 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 130 | -8.45 | 108 | 44.59 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 73,452 | 2.80 | 60,814 | 61.82 | ||||
| 2025-08-29 | NP | TMDIX - AMG TimesSquare 中型成长基金 Z 级 | 42,100 | 7.67 | 34,856 | 69.50 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 9,417 | 0.29 | 7,797 | 57.87 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 84,023 | 45.06 | 69,566 | 128.35 | ||||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | 13,983 | -1.79 | 11,577 | 54.61 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 105 | 11.70 | 64 | 4.92 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 33,469 | 48.69 | 27,710 | 134.06 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 510 | 1.19 | 422 | 59.25 | ||||
| 2025-08-29 | NP | CLPAX - Catalyst/Exceed Defined Risk Fund A 类 | 48 | -20.00 | 40 | 25.81 | ||||
| 2025-08-14 | 13F | TT资本管理有限公司 | 8,432 | 5,737 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 15,750 | 1.44 | 11,818 | 44.03 | ||||
| 2025-08-06 | 13F | 南州公司 | 427 | 1.18 | 354 | 59.73 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 343 | 284 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 77,037 | 128,295.00 | 2,335 | 7,432.26 | ||||
| 2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 58,488 | -5.08 | 48,425 | 49.42 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 9,643 | 0.70 | 7,984 | 58.52 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,295 | 26.46 | 794 | 19.04 | ||||
| 2025-08-13 | 13F | 资本财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 4,441 | -34.07 | 3,677 | 3.78 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 15,579 | 1.98 | 12,898 | 60.54 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 785 | 26.21 | 650 | 98.47 | ||||
| 2025-05-15 | 13F | Nwi 管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 贝利·吉福德公司 | 128,250 | -11.00 | 106,183 | 40.10 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 494 | 19.32 | 409 | 88.48 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 100 | 83 | ||||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 243 | 201 | ||||||
| 2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 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 | 3,205 | 10.94 | 1,966 | 4.30 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 75,760 | 1.74 | 62,725 | 60.16 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 460 | 0.00 | 381 | 57.68 | ||||
| 2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 28,428 | -24.90 | 23,537 | 18.22 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 672 | 0.45 | 556 | 58.40 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 16,218 | 2.42 | 13,428 | 61.23 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 329 | 272 | ||||||
| 2025-08-05 | 13F | Versor投资有限公司 | 442 | -84.20 | 366 | -75.19 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 318 | 120.83 | 195 | 109.68 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,846 | 1,528 | ||||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 267 | 164 | ||||||
| 2025-08-26 | NP | QLMGOX - ClearBridge 可变积极增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,200 | 1,821 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 1,235 | -0.16 | 1,023 | 57.23 | ||||
| 2025-04-22 | NP | GSMCX - 高盛机构中盘价值基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 29,244 | -10.12 | 24 | 41.18 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 98,300 | 23.80 | 80,468 | 89.45 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 68,900 | -26.62 | 56,402 | 12.28 | |||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 2,652 | 105.26 | 1,990 | 191.64 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 1,025 | -78.25 | 849 | -65.78 | ||||
| 2025-08-14 | 13F | 摩根斯瀑布 Vintiadis & Co Inc | 10,000 | 0.00 | 8,279 | 57.43 | ||||
| 2025-08-14 | 13F | 胡德河资本管理有限责任公司 | 73,329 | -5.09 | 60,712 | 49.42 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 431 | -36.71 | 0 | |||||
| 2025-08-26 | NP | BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,294 | -11.05 | 1,899 | 40.04 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 1,768 | -6.60 | 1,464 | 47.04 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 53,482 | -28.52 | 44,280 | 12.52 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 23 | 19 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 2,359 | 2.39 | 1,953 | 61.27 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 3,000 | -84.29 | 2,484 | -75.28 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 4,000 | 17.65 | 3,312 | 85.18 | |||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 20,287 | 0.00 | 16,796 | 57.43 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,478 | 2,052 | ||||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 87,670 | -5.47 | 53,768 | -11.11 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 2,241 | -30.94 | 1,855 | 8.73 | ||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 3,720 | 2,426 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 36 | 30 | ||||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 304 | -30.11 | 252 | 10.09 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 2,980 | -4.18 | 2,467 | 50.89 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 400 | -8.05 | 331 | 45.18 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 400 | 331 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 3,248 | 1.06 | 2,689 | 59.11 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 14 | 0.00 | 12 | 57.14 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 11 | 22.22 | 7 | 20.00 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 1,839,512 | 0.92 | 1,523,006 | 58.87 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 54,408 | 2.01 | 45,047 | 60.58 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 13,121 | 5.98 | 10,864 | 66.84 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -137 | 44.68 | ||||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 290 | 240 | ||||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 485,576 | 13.40 | 402,028 | 78.51 | ||||
| 2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 1,258 | 0.00 | 1,042 | 57.49 | ||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 500 | 0.00 | 414 | 57.63 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 500 | 0.00 | 414 | 57.63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 353 | -6.86 | 292 | 46.73 | ||||
| 2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 8,372 | -20.55 | 6,282 | 12.82 | ||||
| 2025-08-13 | 13F | NKCFO有限公司 | 140 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 122,689 | 9.93 | 101,579 | 73.06 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 288 | 32.11 | 0 | |||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 1,664 | -4.20 | 1,423 | 57.30 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 4,899 | 1.39 | 3,005 | -4.67 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 376 | 311 | ||||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 13,300 | -5.67 | 11,012 | 48.50 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -3,601 | -24.16 | -2,981 | 19.38 | |||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 453,204 | 1.43 | 375,226 | 59.66 | ||||
| 2025-08-29 | NP | QMOM - Alpha Architect 美国量化动量ETF | 9,018 | 7,466 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 8,412 | 7.27 | 6,964 | 68.87 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 10 | 0.00 | 8 | 166.67 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 1,903 | 13.88 | 1,428 | 61.61 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 2,739 | 2,268 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 4,674 | 0.26 | 2,867 | -5.72 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 417 | -11.46 | 345 | 23.66 | ||||
| 2025-08-08 | 13F | 财富联盟 | 565 | -5.36 | 468 | 49.20 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 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 | 6,277 | -34.06 | 3,850 | -38.00 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 19,376 | 8.31 | 11,883 | 1.86 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 54,320 | -9.36 | 44,974 | 42.69 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,876 | 7.89 | 6,660 | 53.21 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 47 | 39 | ||||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 2,995 | 0.00 | 2,480 | 57.40 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 8,227 | 0.82 | 6,811 | 58.73 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 13,797 | 0.00 | 11,423 | 57.43 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 1,103 | -1.16 | 1 | |||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 510 | -8.93 | 422 | 43.54 | ||||
| 2025-08-29 | NP | 多策略成长与收益基金 | 297 | -56.77 | 246 | -32.13 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 中型成长系列初始类别 | 11,650 | 22.16 | 9,646 | 92.32 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 1,332 | 817 | ||||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 3,619 | 4.72 | 2,996 | 64.89 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 10,251 | 8,487 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,865 | -2.11 | 5,684 | 54.09 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 13,828 | 11,443 | ||||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 5,085 | 0.00 | 3,816 | 41.98 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,500 | 1,242 | ||||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 843 | -3.21 | 698 | 52.18 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 63,012 | 223.20 | 51,680 | 417.51 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 472 | 391 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 6,509 | -1.18 | 5,389 | 55.57 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 971 | 0.00 | 729 | 41.91 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 6,543 | 1.58 | 4,013 | -4.48 | ||||
| 2025-06-26 | NP | USNQX - 纳斯达克 100 指数基金 | 33,986 | -0.34 | 20,844 | -6.28 | ||||
| 2025-08-14 | 13F | 格拉纳汉投资管理公司/马 | 83,639 | -0.82 | 69,248 | 56.13 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长机会投资组合 VC 级 | 3,880 | 20.46 | 3,212 | 89.61 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 11 | 7 | ||||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 11 | -99.82 | 9 | -99.72 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 3,132 | 30.88 | 2,428 | 88.07 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,070 | 3.08 | 886 | 62.57 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 422 | 20.57 | 349 | 89.67 | ||||
| 2025-03-24 | NP | KGDAX - DWS 全球小盘基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 4 | 33.33 | 3 | 200.00 | ||||
| 2025-05-15 | 13F | 劳里恩资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 661 | 547 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56 | -70.05 | 46 | -53.06 | ||||
| 2025-08-26 | NP | ITA - iShares 美国航空航天与国防 ETF | 457,657 | -7.40 | 378,913 | 45.76 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 20,694 | 0.33 | 17,133 | 57.94 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 556 | 427 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 1,094 | 9.62 | 906 | 72.90 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 7 | 16.67 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 152,485 | 0.46 | 126,248 | 58.14 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 990 | 2.80 | 820 | 61.86 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 126 | 0.00 | 95 | 42.42 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 19,740 | 2.16 | 16,344 | 60.82 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 1,037 | -19.30 | 858 | 27.11 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 2,501 | 478.94 | 2,071 | 811.89 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 3,123 | 7.06 | 2,586 | 68.51 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 580 | -1.69 | 480 | 54.84 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 3,403 | 0.00 | 2,087 | -5.95 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 2,465 | -48.08 | 2,041 | -18.30 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 51 | 96.15 | 42 | 223.08 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 101 | 0.00 | 84 | 56.60 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 18,473 | 0.07 | 15,295 | 57.52 | ||||
| 2025-07-29 | NP | RBB FUND, INC. - 阿达拉小型公司基金 | 5,340 | 0.00 | 4,007 | 42.01 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 6,540 | 13.07 | 5,415 | 77.98 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 15,495 | 158.81 | 12,829 | 307.50 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 4,731 | 76.33 | 3,917 | 177.53 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 579 | 13.98 | 479 | 79.40 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 32 | 26 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 2,609 | -5.57 | 2,160 | 48.66 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 1,705 | -31.39 | 1,046 | -35.49 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 21,703 | -4.69 | 17,969 | 50.03 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 928 | 15.71 | 768 | 82.42 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 18,706 | -1.40 | 15,487 | 55.23 | ||||
| 2025-05-15 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 111 | 4.72 | 92 | 65.45 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 1,572 | 0.96 | 1,180 | 43.43 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 27,495 | -6.53 | 16,863 | -12.10 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 1,013 | 621 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 500 | 0.00 | 414 | 57.63 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 680 | 563 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 5,318 | -44.74 | 4,403 | -13.02 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 60,167 | 43.59 | 50 | 122.73 | ||||
| 2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 257,800 | 158,109 | ||||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 61 | 103.33 | 37 | 94.74 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 614 | 5.14 | 508 | 65.47 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 45,119 | -0.63 | 33,855 | 41.10 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,684 | 54.92 | 1,394 | 143.96 | ||||
| 2025-08-14 | 13F | 阿拉米亚管理有限公司 | 415 | 0.00 | 344 | 57.34 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 160,346 | 0.61 | 98,340 | -5.39 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 185 | 63.72 | 153 | 159.32 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 415 | -5.25 | 344 | 49.13 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 6,637 | 2.69 | 5,495 | 61.67 | ||||
| 2025-07-08 | 13F | 接合财富策略有限公司 | 3,969 | -4.36 | 3,286 | 50.60 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 1,134 | 939 | ||||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 162 | 65.31 | 99 | 57.14 | ||||
| 2025-04-22 | 13F | 门多塔金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | XLI - 工业精选行业 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 | 359,529 | -0.19 | 297,668 | 57.12 | ||||
| 2025-08-28 | NP | FRTY - 阿尔及尔中盘 40 ETF | 4,042 | -3.12 | 3,347 | 52.51 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 5,899 | 8.98 | 3,618 | 2.46 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 1,632,305 | 4.63 | 1,351,451 | 64.70 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 1,251 | -1.42 | 1,036 | 55.17 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 295 | 0.00 | 244 | 57.42 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 339 | -3.14 | 281 | 52.17 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 265 | 219 | ||||||
| 2025-08-18 | 13F | 阿什福德资本管理公司 | 37,406 | 0.69 | 30,970 | 58.50 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 709 | 57.56 | 587 | 148.73 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 267 | 0.00 | 200 | 41.84 | ||||
| 2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 3,344 | 0.84 | 2,768 | 58.72 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 487 | 0.00 | 365 | 42.02 | ||||
| 2025-08-26 | NP | DVSMX - Driehaus 小盘成长基金投资者股票类别 | 25,486 | 1.32 | 21,101 | 59.50 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 1,027 | -12.45 | 850 | 37.99 | ||||
| 2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 32,601 | -9.81 | 26,992 | 41.98 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 15,331 | 0.00 | 12,693 | 57.42 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 22 | 0.00 | 18 | 63.64 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 1,031 | 5.20 | 854 | 65.63 | ||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 1,160 | -17.85 | 711 | -22.72 | ||||
| 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 | 19,693 | 3.56 | 16,305 | 63.02 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 211 | 0 | ||||||
| 2025-07-31 | 13F | 卡博特财富管理公司 | 4,756 | 3,938 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 3 | ||||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 537 | 16.74 | 445 | 84.23 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 1,048 | -22.49 | 868 | 21.94 | ||||
| 2025-08-28 | NP | XAR - SPDR(R) S&P(R) 航空航天与国防 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 | 148,488 | -18.35 | 122,939 | 28.53 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Corient IA LLC | 1,500 | 0.00 | 1,242 | 57.49 | ||||
| 2025-05-13 | 13F | GQG 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 135 | 0.75 | 112 | 58.57 | ||||
| 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 | 1,155 | 81.60 | 867 | 157.74 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 750 | -6.25 | 460 | -11.90 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107 | -90.81 | 56 | -75.33 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 826 | 8.97 | 684 | 71.61 | ||||
| 2025-07-29 | NP | BKIV - 纽约梅隆银行创新者 ETF | 474 | 0.00 | 356 | 42.00 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 2,010 | 5.90 | 1,664 | 66.73 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 37,839 | 4.42 | 31 | 63.16 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 32,964 | 3.14 | 20,217 | -3.01 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 19,778 | 13.08 | 12,130 | 6.34 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 3,482 | -2.52 | 2,883 | 53.46 | ||||
| 2025-04-24 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 1,887 | -73.63 | 997 | -78.46 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 1,000 | 0.00 | 828 | 57.52 | ||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 1,534 | 1,270 | ||||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 3,593 | -49.46 | 2,975 | -20.44 | ||||
| 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 | 31,004 | 0.01 | 25,669 | 57.44 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 6,786 | 3.21 | 4,162 | -2.96 | ||||
| 2025-07-11 | 13F | 四城投资集团有限责任公司 | 1,525 | 0.00 | 1,263 | 57.36 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 9,103 | -3.03 | 7,476 | 55.01 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 81 | -4.71 | 67 | 52.27 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 790,079 | -14.84 | 654,138 | 34.05 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 1,708 | -6.82 | 1,414 | 46.68 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 15 | 12 | ||||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 218 | 19.78 | 134 | 12.71 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 358 | -32.96 | 220 | -37.07 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 70 | -7.89 | 46 | 95.65 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 875,780 | -0.65 | 725,093 | 56.40 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 382 | 316 | ||||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 325 | 269 | ||||||
| 2025-08-26 | NP | SAGAX - Virtus Zevenbergen 创新成长股票基金 A 类 | 51,200 | -8.16 | 42,391 | 44.57 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 111,244 | 5.51 | 83,473 | 49.82 | ||||
| 2025-07-24 | NP | 贝莱德基金 - 贝莱德 SMID-Cap 成长股票基金 K 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 | 541 | 0.00 | 406 | 42.11 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 20 | 11.11 | 17 | 77.78 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 14 | 9 | ||||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 827 | 6.44 | 1 | |||||
| 2025-06-30 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级 | 54,813 | 33,617 | ||||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 823 | 37.40 | 681 | 116.19 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 2,145 | 2 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 358 | 0.56 | 296 | 58.29 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 87 | -1.14 | 0 | |||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 437 | 2.34 | 328 | 45.33 | ||||
| 2025-07-25 | NP | FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,315 | 987 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 75 | -28.57 | 62 | 12.73 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 6,705 | 5,551 | ||||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 866 | -5.56 | 717 | 48.55 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -4,019 | -22.01 | -3,016 | 10.72 | |||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 10,791 | -27.77 | 9 | 14.29 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 81,669 | 14.00 | 67,617 | 79.46 | ||||
| 2025-06-30 | NP | QYLG - Global X 纳斯达克 100 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 | 488 | -1.01 | 299 | -6.85 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 11,044 | 3.19 | 9,144 | 62.43 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 5,716 | -2.02 | 4,733 | 54.24 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 8,937,260 | 3.54 | 7,399,515 | 62.98 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 17 | 14 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 400 | -93.33 | 331 | -89.51 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 400 | -90.48 | 331 | -85.01 | |||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 6,097 | 16.24 | 5 | 150.00 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 128,254 | -8.62 | 106,187 | 43.84 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 140 | 52.17 | 116 | 139.58 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 288 | -17.48 | 238 | 30.05 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 499 | -8.27 | 413 | 44.41 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 1,413 | -283.75 | 1,170 | -389.36 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 2,100 | 0.00 | 1,576 | 42.02 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 650 | 1 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 4,022 | -15.04 | 3,330 | 33.79 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 32 | -27.27 | 24 | 4.35 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 585 | 0.00 | 484 | 57.65 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 58,506 | 4.60 | 48,439 | 64.66 | ||||
| 2025-08-26 | NP | RAGTX - AllianzGI 科技基金 A | 65,300 | -6.71 | 54,064 | 46.85 | ||||
| 2025-08-07 | 13F | 马丁投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 8,455 | 8.27 | 7,000 | 70.44 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 1,390 | -25.15 | 1,151 | 17.83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,642 | -3.29 | 4,670 | 49.36 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 56 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 307,630 | 10.87 | 254,699 | 74.53 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 21 | 23.53 | 17 | 112.50 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 2,822 | 5.85 | 2,336 | 66.62 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 1,116 | 20.52 | 924 | 67.82 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 8,894 | 29.14 | 7,364 | 103.29 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 3,686 | 18.07 | 1,939 | 4.47 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,287 | 2.63 | 1,066 | 61.61 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 408,378 | 25.87 | 338,112 | 98.14 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 2,710 | 2.26 | 2,244 | 61.02 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 12,701 | 17.79 | 10,511 | 85.33 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 918 | 12.36 | 760 | 77.16 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 2,152 | -0.42 | 1,782 | 56.78 | ||||
| 2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | Short | -2,000 | -0.00 | -1,227 | -5.98 | |||
| 2025-03-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 18,705 | 19.65 | 12,199 | 84.27 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 250 | 0.00 | 207 | 57.25 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 6 | 5 | ||||||
| 2025-08-07 | 13F | 全景投资顾问有限公司 | 251 | 208 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 461 | 1.77 | 382 | 60.08 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 9,727 | 67.33 | 8,053 | 163.43 | ||||
| 2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 287 | 2.14 | 238 | 61.22 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 20,300 | 35.33 | 16,807 | 113.04 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 149 | 123 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 200 | 166 | |||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 946 | 783 | ||||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 274 | 0 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 14,729 | 23.16 | 12,195 | 93.89 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 716,069 | 28.86 | 592,862 | 102.85 | ||||
| 2025-05-23 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 916 | 632.80 | 482 | 2,431.58 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 261 | -67.17 | 216 | -48.33 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 730 | -62.53 | 604 | -41.02 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 20,100 | 2.03 | 16,642 | 60.61 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 428 | -0.70 | 354 | 56.64 | ||||
| 2025-05-12 | 13F | 私人财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | CCSMX - Conestoga SMid Cap 基金投资者类别 | 4,500 | -85.00 | 2,367 | -86.73 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 465 | 0.00 | 385 | 57.38 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 58 | 0.00 | 36 | -5.41 | ||||
| 2025-06-23 | NP | UOPIX - Ultranasdaq-100 深度投资者类别 | 3,284 | -16.48 | 2,014 | -21.45 | ||||
| 2025-08-14 | 13F | 11 资本合伙公司 | 12,808 | -14.04 | 10,604 | 35.32 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 1,863 | 0.00 | 1,542 | 57.51 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 435,665 | -13.47 | 360,704 | 36.22 | ||||
| 2025-07-28 | NP | VAFAX - 景顺美国特许经营基金 A 类 | 66,547 | 49,934 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 1,900 | 0.00 | 1,573 | 57.46 | ||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,378 | -11.17 | 1,969 | 39.87 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 5,641 | 2.40 | 4,670 | 61.20 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 3,269 | -21.53 | 2,707 | 23.51 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 575 | 476 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 1,527 | 1.87 | 1,264 | 60.41 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,944 | 3.68 | 54,734 | 47.23 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 3,465 | -3.96 | 2,869 | 51.19 | ||||
| 2025-07-24 | 13F | 生动财富管理有限责任公司 | 3,375 | -18.58 | 2,794 | 28.17 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 666 | -57.03 | 549 | -33.37 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 360 | 298 | ||||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,208 | 55.14 | 3,908 | 120.24 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 10,810 | 7.54 | 9 | 60.00 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 45 | 0.00 | 37 | 42.31 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1 | 1 | ||||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 246 | 204 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 406 | 336 | ||||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 166 | -45.75 | 108 | 42.11 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 658 | -29.32 | 494 | 0.41 | ||||
| 2025-06-26 | NP | AASCX - Thrivent 中盘股票基金 A 类 | 85,285 | 0.00 | 52,305 | -5.96 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 20,260 | 7.07 | 16,772 | 68.52 | ||||
| 2025-08-21 | NP | LIONX - Issachar 基金 N 类股票 | 800 | -27.27 | 662 | 1.38 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 2,619 | 268.87 | 2,168 | 481.23 | ||||
| 2025-08-07 | 13F/A | 工商信用 | 504 | 140.00 | 417 | 279.09 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 273 | 226 | ||||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 374 | -6.03 | 310 | 47.85 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 1,458 | -4.20 | 1,094 | 36.07 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 绿叶信托 | 1,547 | -3.13 | 1,281 | 52.56 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 16,400 | -80.77 | 13,578 | -69.73 | |||
| 2025-08-13 | 13F | 阿蒙迪 | 406,698 | 12.21 | 315,008 | 61.05 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 68 | 0.00 | 42 | -6.82 | ||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 3,000 | -34.78 | 2,484 | 2.65 | |||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 7,192 | 24.24 | 5,955 | 95.60 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -1,175 | -53 | |||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 29,426 | -16.46 | 24,363 | 31.50 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 178,470 | -4.17 | 147,762 | 50.85 | ||||
| 2025-05-08 | 13F | 巴德尔银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 3,172 | 85.82 | 2,626 | 192.75 | ||||
| 2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 3,174 | 28.14 | 2,628 | 101.77 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 244 | 202 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 195 | 161 | ||||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 5,936 | -1.07 | 4,915 | 55.75 | ||||
| 2025-06-30 | NP | NITE-夜景基金 | 1,575 | 966 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 11,999 | 63.67 | 9,934 | 157.69 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 847 | 20.66 | 701 | 89.97 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 32 | 6.67 | 26 | 73.33 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 7,220 | 5.77 | 5,978 | 66.49 | ||||
| 2025-05-02 | 13F | 波特曼广场资本有限责任合伙 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-02 | 13F | 波特曼广场资本有限责任合伙 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Xponance公司 | 17,811 | 5.15 | 14,746 | 65.52 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 1,809 | -30.66 | 2,286 | -11.43 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 7,821 | 1.20 | 6,475 | 59.33 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 266 | 220 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 7,655 | 11.48 | 6,338 | 75.49 | ||||
| 2025-08-13 | 13F | 金沙资本管理有限公司 | 1,611,295 | -15.19 | 1,334,056 | 33.51 | ||||
| 2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 925,000 | 0.00 | 765,844 | 57.42 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 570 | 1.79 | 472 | 60.20 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 369 | -51.32 | 0 | |||||
| 2025-07-29 | NP | GROYX - 胜利先锋精选中型股成长基金 Y 类 | 55,676 | 24.50 | 41,777 | 76.78 | ||||
| 2025-08-13 | 13F | 伯比斯资本管理有限公司 | 100 | 0.00 | 83 | 57.69 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 823 | 37.40 | 681 | 116.19 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 130 | -5.11 | 108 | 48.61 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 500 | 0.00 | 414 | 57.63 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 2 | |||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 3,940 | 0.43 | 3,262 | 36.09 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 548 | 50.96 | 454 | 138.42 | ||||
| 2025-08-28 | NP | TUG - STF 战术增长 ETF | 925 | -2.53 | 766 | 53.31 | ||||
| 2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 1,809 | -22.76 | 1,498 | 423.43 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 63,000 | 89.76 | 52,160 | 198.72 | |||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 1,003 | -20.52 | 830 | 25.19 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 153,843 | -7.55 | 127,373 | 45.54 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 5,711 | 4,728 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 51 | -70.69 | 4,222 | -53.86 | |||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 269 | 223 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 18 | -55.00 | 1,490 | -29.15 | |||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 183 | 2.81 | 152 | 62.37 | ||||
| 2025-08-14 | 13F | Bamco Inc /纽约/ | 57,329 | -0.14 | 47,465 | 57.19 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 4,679 | 5.79 | 3,511 | 50.19 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 174 | 2.96 | 144 | 63.64 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 433 | -88.47 | 358 | -81.86 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | NP | GGOIX - 高盛机构成长机会基金 | 40,251 | -6.18 | 30,203 | 33.21 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 3 | -62.50 | 2 | -80.00 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 | 8 | ||||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 4 | 0.00 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 72,991 | -4.88 | 60 | 50.00 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 7,019 | 64.00 | 6 | 150.00 | ||||
| 2025-08-12 | 13F | 尚普兰投资伙伴有限责任公司 | 147,995 | -8.12 | 122,531 | 44.63 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 34,843 | 4.94 | 29 | 64.71 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 619 | 512 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 332 | -3.49 | 275 | 52.22 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,117 | 141.59 | 20,311 | 127.18 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 1,067 | -7.30 | 801 | 31.58 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 22,812 | 34.30 | 19 | 125.00 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - 景顺全球责任股票基金 A 类 | 70 | 0.00 | 43 | -6.67 | ||||
| 2025-04-11 | 13F | 华人文化金融集团 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JLGAX - JAG大盘成长基金A类 | 1,780 | -32.24 | 1,474 | 6.66 | ||||
| 2025-08-14 | 13F | 模拟世纪管理公司 | 69,459 | -35.68 | 57,508 | 1.25 | ||||
| 2025-07-25 | NP | CBSAX - 哥伦比亚中盘成长基金 A 类 | 29,261 | -51.32 | 21,956 | -30.88 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 9,747 | 13.06 | 8,070 | 77.97 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 395 | 0.00 | 327 | 57.97 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 62,494 | -42.35 | 48,457 | -17.40 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 1,171 | 2.72 | 970 | 61.77 | ||||
| 2025-06-26 | NP | FEOPX - 富达持久机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84 | -3.45 | 52 | -8.93 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 939 | 6.70 | 777 | 68.18 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 22,752 | -27.20 | 18,837 | 14.59 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 14 | 12 | ||||||
| 2025-05-15 | 13F | 阿什顿托马斯证券有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 2,578 | -27.15 | 2,134 | 14.67 | ||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 777 | 5.28 | 643 | 65.72 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 25,472 | 76.89 | 21 | 200.00 | ||||
| 2025-06-26 | NP | FCLAX - 富达顾问工业基金 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 | 19,400 | 59.02 | 11,898 | 49.55 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 55 | 44.74 | 46 | 125.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 2,728 | -12.90 | 2,259 | 37.10 | ||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 342 | 283 | ||||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 4,750 | 0.00 | 3,933 | 57.41 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 1,260 | -1.79 | 1,043 | 54.75 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 594 | 492 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 82,534 | 19.80 | 68,326 | 88.56 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 183 | 0 | ||||||
| 2025-08-22 | NP | FFNHX - 工业投资组合初始类 | 7,500 | 44.23 | 6,210 | 127.10 | ||||
| 2025-08-27 | NP | TSEL - Touchstone Sands Capital 美国精选成长型 ETF | 1,441 | 12.31 | 1,193 | 77.00 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 698 | -1.13 | 578 | 55.53 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 6,093 | 4.76 | 5,045 | 64.94 | ||||
| 2025-06-26 | NP | AMGAX - 阿尔杰中型成长基金 A 类 | 8,414 | 112.21 | 5,160 | 99.61 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 212,925 | -17.24 | 176 | 30.37 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 370 | -20.43 | 306 | 25.41 | ||||
| 2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 314 | 260 | ||||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 4,648 | -6.16 | 3,848 | 47.72 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 30,694 | 0.00 | 25,413 | 57.42 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | GK - AdvisorShares Gerber Kawasaki ETF | 777 | -33.25 | 643 | 253.30 | ||||
| 2025-08-11 | 13F | 花旗集团 | 145,317 | -2.02 | 120,314 | 54.23 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,124 | 3.59 | 931 | 44.41 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 204 | 12.71 | 125 | 5.93 | ||||
| 2025-07-24 | NP | CMGIX - 贝莱德中盘成长股票投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 516,464 | -18.16 | 387,534 | 16.20 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 47,918 | 33,798 | ||||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 1,708 | 31.59 | 1,414 | 107.33 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 21 | 11 | ||||||
| 2025-08-14 | 13F | 野村控股公司 | 21,392 | 3.35 | 17,711 | 62.70 | ||||
| 2025-06-30 | NP | QSIX - Pacer Metarus 纳斯达克 100 股息乘数 600 ETF | 28 | 0.00 | 17 | -5.56 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 111,507 | -2.03 | 92,321 | 54.22 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,030 | 5.75 | 853 | 47.40 | ||||
| 2025-08-28 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 1,660 | -83.21 | 1,374 | 13.46 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 1,063 | 18.11 | 880 | 86.05 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 9,570 | 11.96 | 7,923 | 76.26 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 80,973 | 67,041 | ||||||
| 2025-07-09 | 13F | 索耶公司 | 26 | 4.00 | 0 | |||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 1,655 | -1.72 | 1,370 | 54.80 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,268 | 2.12 | 10,985 | 60.76 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 2,072,186 | 5.89 | 1,713,332 | 66.97 | ||||
| 2025-08-14 | 13F | 卡登萨资本有限公司 | 16,919 | 14,008 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 978 | 6.89 | 600 | 0.50 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 3,072 | 2,543 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 3,065 | 1.79 | 1,880 | -4.28 | ||||
| 2025-06-26 | NP | Voya 优惠利率信托 | Short | -1,884 | -0.00 | -1,155 | -5.94 | |||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 13,307 | 31.80 | 11,017 | 107.52 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 6,918 | 5.54 | 5,728 | 66.14 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 7 | 600.00 | 6 | |||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 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 | 99,672 | 6.96 | 82,522 | 68.37 | ||||
| 2025-08-13 | 13F | Serenus 财富顾问有限公司 | 300 | 248 | ||||||
| 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 | 20,530 | 0.00 | 12,591 | -5.96 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 1,432 | -50.81 | 1,186 | -22.60 | ||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 48,465 | 53.17 | 40,126 | 141.11 | ||||
| 2025-06-26 | NP | DARP - Grizzle Growth ETF | 79 | 48 | ||||||
| 2025-08-04 | 13F | 五大湖退休公司 | 3,872 | 0.81 | 3,206 | 58.71 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 8 | -11.11 | 6 | 500.00 | ||||
| 2025-08-14 | 13F | 缓存顾问有限责任公司 | 4,003 | 0.00 | 3,314 | 57.43 | ||||
| 2025-07-15 | 13F | 亚伯勒资本有限责任公司 | 836 | 0.00 | 692 | 57.63 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 4,146 | 45.07 | 3,433 | 128.34 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 913,928 | 0.73 | 685,775 | 43.03 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 1,334 | 4.46 | 1,104 | 64.53 | ||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 239 | 20.10 | 198 | 89.42 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 133 | -44.12 | 110 | -12.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 452 | -8.87 | 374 | 43.85 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-06-26 | 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 | 17,894 | 1.49 | 10,974 | -4.56 | ||||
| 2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 208 | 19.54 | 172 | 89.01 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 106 | 11.58 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 3 | 2 | ||||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 581 | 22.57 | 481 | 93.17 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 1,042 | -12.58 | 863 | 37.70 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 22,255 | 1.26 | 18,426 | 59.41 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 536 | 14.78 | 444 | 80.82 | ||||
| 2025-09-03 | 13F | Q3 资产管理 | 879 | 1 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 12 | 9 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 484 | 15.24 | 401 | 81.82 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | DLQAX - 纽约梅隆银行大盘股票基金 A 类 | 1,796 | 0.45 | 1,487 | 58.09 | ||||
| 2025-09-02 | 13F | Pvg资产管理公司 | 610 | 0.00 | 505 | 57.81 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 1,070 | -2.82 | 886 | 52.85 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 651 | -0.61 | 488 | 41.04 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 12 | 0.00 | 10 | 50.00 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 1,178 | 975 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 144 | -58.97 | 119 | -35.33 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 853 | 3.27 | 619 | 22.62 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 6,834 | 18.73 | 5,658 | 86.92 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 8,561 | -8.29 | 7,088 | 44.37 | ||||
| 2025-05-15 | 13F | LMR 合伙人律师事务所 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 164,239 | -7.20 | 135,980 | 46.08 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 6,069 | -29.54 | 5,286 | -2.31 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 353 | 0.00 | 292 | 57.84 | ||||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 264 | 219 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 4,824 | 4 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 1,141 | 17.63 | 856 | 67.19 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 873 | 26.71 | 723 | 99.45 | ||||
| 2025-08-28 | NP | 景顺Qqq信托，系列1 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 | 1,606,295 | 1.79 | 1,329,916 | 60.24 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 9,788 | 11.30 | 8,104 | 75.20 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 1,983 | -19.78 | 1,642 | 26.31 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 163 | 0.00 | 137 | 35.64 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 422 | -0.47 | 349 | 56.50 | ||||
| 2025-08-27 | NP | BFOCX - 伯克希尔焦点基金 | 10 | -99.94 | 8 | -99.90 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 320 | 265 | ||||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 760,142 | -1.72 | 629,352 | 54.71 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 287 | -74.33 | 238 | -59.69 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 35 | 26 | ||||||
| 2025-08-22 | NP | WUSAX - 万格美国 | 2,712 | -77.48 | 2,245 | -36.64 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 816 | -24.16 | 675 | 19.47 | ||||
| 2025-04-29 | 13F | 佩森公司 | 15 | -40.00 | 8 | -50.00 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 8,092 | 12.86 | 4,963 | 6.12 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 19,216 | 5.37 | 15,910 | 65.87 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 6,798 | 3.60 | 5,629 | 63.08 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 11,048 | -1.87 | 9,147 | 54.48 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 7,627 | 6,315 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 6,005 | 7.40 | 4,972 | 69.08 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | Short | -900 | -40 | |||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 280 | 232 | ||||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 1,786 | 80.77 | 1,479 | 184.78 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 816 | -13.19 | 676 | 36.64 | ||||
| 2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 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 | 21,300 | 79.11 | 17,635 | 149.54 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 3,772 | -2.81 | 3,123 | 52.96 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 7,652 | 1.39 | 6,335 | 59.61 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 3 | 50.00 | 2 | 100.00 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 1,172 | 108.54 | 970 | 228.81 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | Put | 7,400 | 0.00 | 6,127 | 57.40 | |||
| 2025-08-29 | NP | ZVGIX - Zevenbergen Genea 基金机构类 | 7,900 | -9.71 | 6,541 | 42.11 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 1,461 | 25.84 | 1,210 | 98.20 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 627 | 12.16 | 519 | 71.85 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 263 | 218 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 28,375 | 45.77 | 23,493 | 129.46 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 86,791 | 5.09 | 71,858 | 65.42 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 79 | 65 | ||||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -4,036 | -23.39 | -3,028 | 8.80 | |||
| 2025-04-28 | 13F | FSR 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IQM - 富兰克林智能机器 ETF | 2,790 | 0.00 | 2,310 | 57.40 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,690,660 | -1.41 | 1,399,765 | 55.19 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 47,437 | 6.58 | 29,093 | 0.23 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 2,964 | 2,454 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | DMG 集团有限责任公司 | 937 | -7.96 | 776 | 44.86 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 13 | 333.33 | 11 | 900.00 | ||||
| 2025-07-31 | 13F | 城邦银行 | 580 | 0.00 | 480 | 57.38 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 329 | 272 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 508 | 2.83 | 421 | 62.16 | ||||
| 2025-08-29 | NP | ETGLX - Eventide 吉利德 N 类基金 | 64,205 | 0.00 | 53,158 | 57.42 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 190 | -9.52 | 157 | 42.73 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 28,648 | -10.60 | 15,067 | -20.88 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 44,935 | -3.19 | 37,203 | 52.39 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 3 | 200.00 | 2 | |||||
| 2025-06-23 | NP | OTPIX - 纳斯达克 100 深度投资者类别 | 307 | -13.76 | 188 | -18.97 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 17,600 | -44.65 | 14,572 | -12.88 | ||||
| 2025-08-28 | NP | CIPMX - CHAMPLAIN 中型股基金顾问股票 | 62,930 | -10.10 | 52,102 | 41.52 | ||||
| 2025-07-24 | NP | FBOT - 富达颠覆性自动化 ETF | 7,132 | 69.81 | 5,352 | 141.14 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 421 | -0.47 | 349 | 56.76 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 3,399 | -91.46 | 2,814 | -86.56 | ||||
| 2025-04-23 | 13F | 巴尔博亚财富合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | ZVNIX - Zevenbergen 成长基金机构级 | 13,525 | -5.25 | 11,198 | 49.15 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 2,596 | -26.85 | 2,149 | 15.17 | ||||
| 2025-08-06 | 13F | 奥布莱恩格林公司 | 2,144 | -4.37 | 1,775 | 50.55 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 495 | 410 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 621 | 52.96 | 514 | 141.31 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 300 | -45.45 | 239 | -13.77 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 133,100 | -15.44 | 110,199 | 33.12 | |||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 7,891 | 4,840 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 13,598 | 55.62 | 8,340 | 46.35 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 615 | 0.00 | 509 | 57.59 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 406 | -7.94 | 336 | 44.83 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 5,099 | 8.19 | 4 | 100.00 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 4 | 0.00 | 3 | 50.00 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 331 | 274 | ||||||
| 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 | 1,624 | 0.00 | 1,345 | 57.38 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 317 | 12.01 | 194 | 5.43 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 2 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 6,233 | 5,161 | ||||||
| 2025-08-08 | 13F | 咨询资源组 | 1,560 | -17.20 | 1,292 | 30.40 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 1,897 | 4.29 | 1,163 | -1.94 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 255 | 211 | ||||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 665 | -3.06 | 551 | 52.78 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 97 | 2.11 | 80 | 63.27 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,098 | 22.82 | 909 | 93.40 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 18,078 | 8.65 | 14,967 | 71.05 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 5,983 | 44.80 | 4,954 | 127.98 | ||||
| 2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 293 | 243 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 9 | 0.00 | 7 | 75.00 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 32,728 | -13.30 | 27,097 | 36.48 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -3 | -2 | |||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 1,000 | 0.00 | 828 | 57.52 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 706 | 12.06 | 585 | 76.44 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 576 | -69.97 | 477 | 27.27 | ||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 275 | 17.02 | 206 | 66.13 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 4,839 | 43.68 | 4,006 | 126.20 | ||||
| 2025-05-01 | 13F | WESPAC 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 122 | 0.00 | 101 | 57.81 | ||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 1,560 | 0.00 | 1,292 | 57.44 | ||||
| 2025-06-26 | NP | NUMG - Nuveen ESG 中盘增长 ETF | 25,853 | -5.46 | 15,856 | -11.10 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 10,481 | 0.00 | 8,678 | 57.42 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 1,576 | 33.79 | 1,305 | 110.66 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 259 | 214 | ||||||
| 2025-08-29 | NP | ETNEX - Eventide Exponential Technologies 基金 N 类股票 | 2,572 | 0.00 | 2,129 | 57.47 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 1,318 | -3.30 | 1,091 | 52.37 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,734 | 455.08 | 4,747 | 678.20 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 60,500 | -19.23 | 50,090 | 27.15 | |||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 158,211 | -28.71 | 130,989 | 12.22 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 10,343 | -89.90 | 8,563 | -84.10 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 31,300 | -50.24 | 25,915 | -21.67 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 4,049 | -57.98 | 3,352 | -33.85 | ||||
| 2025-08-26 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 38,438 | -4.41 | 31,824 | 50.48 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 17,949 | -11.66 | 13,468 | 25.45 | ||||
| 2025-07-30 | NP | GCSVX - 日内瓦 SMID 资本增长基金机构级 | 3,073 | -19.34 | 2,306 | 14.51 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 390 | 0.00 | 323 | 57.07 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 3,620 | 14.30 | 2,716 | 62.34 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 3,670 | -0.49 | 2,754 | 41.32 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 314 | 230 | ||||||
| 2025-07-03 | 13F | 三一财务顾问有限责任公司 | 409 | -32.84 | 339 | 3.05 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 1,680 | -8.30 | 1,391 | 44.34 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 11 | 0.00 | 9 | 80.00 | ||||
| 2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 1,576 | -22.21 | 1,305 | 22.44 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 2,725 | -96.27 | 2,256 | -94.13 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 103 | -1.90 | 77 | 40.00 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 3,706 | 19.63 | 3,068 | 88.34 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 488 | 0.00 | 404 | 57.81 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 464 | -0.43 | 384 | 56.73 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 282,500 | -5.68 | 233,893 | 48.48 | |||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 333,364 | 3.14 | 276,005 | 62.37 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 4,090 | -2.39 | 3,386 | 53.70 | ||||
| 2025-08-28 | NP | CNAV-莫尔公司导航 ETF | 885 | 0.00 | 733 | 0.00 | ||||
| 2025-08-14 | 13F | Bwcp，LP | 25,560 | -22.71 | 21,162 | 21.67 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 2,642 | 4.47 | 2,187 | 64.44 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 3,873 | 19.32 | 3,206 | 87.81 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 14,070 | 108.17 | 11,649 | 227.77 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74 | 37.04 | 45 | 28.57 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 7,049 | 5,836 | ||||||
| 2025-08-27 | NP | BTEUX - 巴伦科技基金 R6 股票 | 1,233 | -6.31 | 1,021 | 47.40 | ||||
| 2025-07-24 | 13F | SLT控股有限公司 | 340 | 282 | ||||||
| 2025-08-13 | 13F | 波伦资本管理有限公司 | 922 | 763 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 313 | 27.24 | 165 | 12.33 | ||||
| 2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 4,907 | 0.00 | 4,063 | 57.44 | ||||
| 2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 476 | 8.18 | 292 | 1.75 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 12,366 | 0.16 | 10,238 | 57.68 | ||||
| 2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 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 | 25,022 | 628.87 | 20,717 | 1,047.70 | ||||
| 2025-07-15 | 13F | 退休收入解决方案公司 | 255 | 211 | ||||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 211 | -4.52 | 175 | 50.00 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 2,763 | -16.25 | 2,288 | 31.82 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 610 | 17.53 | 374 | 10.65 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 432 | 358 | ||||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 629 | 272.19 | 521 | 490.91 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -1,822 | -49.71 | -1,509 | -20.84 | |||
| 2025-08-07 | 13F | 中西部信托公司 | 535 | 443 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 2,098 | 100.57 | 1,737 | 215.82 | ||||
| 2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 329 | 272 | ||||||
| 2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 385 | -7.23 | 324 | 48.62 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林大盘增长 VIP 基金 1 级 | 3,604 | -6.68 | 2,984 | 46.87 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,067,814 | -16.90 | 884,086 | 30.82 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 162 | 0.00 | 134 | 57.65 | ||||
| 2025-07-14 | 13F | E&G 顾问有限合伙人 | 265 | 219 | ||||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,475 | 0.00 | 1,221 | 57.55 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 3,132 | 10.44 | 2,593 | 73.91 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 1,961 | 26.43 | 1,624 | 99.14 | ||||
| 2025-08-12 | 13F | 中心财富管理 | 265 | 223 | ||||||
| 2025-08-28 | NP | SAGP - STRATEGAS 全球政策机会 ETF | 1,267 | -17.46 | 1,049 | 29.86 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 876 | 7.62 | 725 | 69.39 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 508 | -16.58 | 421 | 31.25 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 588 | 5.38 | 486 | 65.87 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 141 | 117 | ||||||
| 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 | 7,210 | 4.09 | 5,969 | 63.85 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 12,967 | 332.52 | 10,615 | 562.13 | ||||
| 2025-08-26 | NP | WFEIX - 富国银行企业基金机构类别 | 22,453 | -1.78 | 18,590 | 54.61 | ||||
| 2025-07-11 | 13F | 温莎资本管理有限公司 | 4,000 | 0.00 | 3,312 | 57.44 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 914 | 0.00 | 757 | 57.50 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,473 | -7.88 | 1,220 | 45.12 | ||||
| 2025-06-26 | NP | AFOIX - 阿尔及尔中盘重点基金 I 类 | 15,232 | -33.71 | 9,342 | -37.67 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 415 | 5.87 | 311 | 50.24 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 8,245 | 20.51 | 6,826 | 89.72 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 1,178 | 0.00 | 975 | 57.51 | ||||
| 2025-04-08 | 13F | 安德鲁希尔投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 350 | -12.50 | 290 | 37.62 | ||||
| 2025-04-23 | 13F | Aspetuck 财务管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 938 | 0.11 | 777 | 57.72 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 15,870 | 1.95 | 13,139 | 60.51 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 115,822 | 1.50 | 95,894 | 59.78 | ||||
| 2025-08-13 | 13F | 策略资本有限责任公司 | 432,664 | 4.52 | 358,220 | 64.54 | ||||
| 2025-04-29 | NP | FCUS - Pinnacle Focused Opportunities ETF | 2,231 | 203.54 | 1,179 | 735.46 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 339 | -36.75 | 293 | 3.91 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 277 | 0.00 | 229 | 57.93 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 98,658 | -23.85 | 81,154 | 21.04 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 824 | 4.57 | 682 | 64.73 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 354,978 | 12.51 | 293,900 | 77.12 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -641 | -63.03 | -531 | -41.82 | |||
| 2025-08-06 | 13F | 几何财富顾问 | 501 | 0.20 | 415 | 58.02 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 368 | 305 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 160,242 | -2.26 | 132,671 | 53.86 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 8 | 0.00 | 7 | 50.00 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 9,868 | 0.81 | 8,169 | 58.68 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 751 | 15.72 | 461 | 8.75 | ||||
| 2025-05-07 | 13F | 皮克顿马奥尼资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | 资本市场策略有限责任公司 | 2,823 | 2.28 | 2,337 | 61.06 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 库珀资本顾问有限责任公司 | 846 | 0.36 | 700 | 58.01 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 1,683 | -4.59 | 1,393 | 50.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 1,345 | -8.32 | 1,114 | 44.36 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 7 | 6 | ||||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,775 | 18.44 | 51,146 | 86.44 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 4,405 | -8.53 | 3,647 | 44.04 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 1,927 | 1.74 | 1,595 | 60.14 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 34,382 | 23.05 | 28,466 | 93.70 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 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 | 12,069 | 17.65 | 7,402 | 10.63 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 70,380 | 18.52 | 58,270 | 86.58 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 283 | 4.81 | 225 | 55.56 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 14 | 7.69 | 9 | 0.00 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 8 | 0.00 | 5 | -20.00 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 4,365 | 12.41 | 3,614 | 76.93 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 14 | 0.00 | 9 | -11.11 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 2,566 | 8.18 | 1,925 | 53.63 | ||||
| 2025-08-14 | 13F | 桑德勒资本管理公司 | 461 | -83.99 | 382 | -74.83 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 101 | -19.20 | 84 | 27.69 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 1,081 | 0.00 | 895 | 57.57 | ||||
| 2025-04-29 | 13F | 罗利资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 1,493 | 0.00 | 1,236 | 57.45 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 70,935 | 14.63 | 53,227 | 62.76 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 380 | 315 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 19,299 | -0.31 | 11,836 | -6.25 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 436 | 18.80 | 361 | 86.53 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 18,689 | -17.90 | 15,473 | 29.23 | ||||
| 2025-06-30 | NP | QTR - Global X 纳斯达克 100 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 | 12 | -25.00 | 7 | -30.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 436 | 3.32 | 361 | 62.90 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 14 | 16.67 | 9 | 14.29 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 1,149 | 1.77 | 951 | 60.37 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 67,321 | 0.05 | 55,733 | 57.46 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 400 | 0.00 | 331 | 57.62 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 136 | 0.00 | 113 | 57.75 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 2,378 | 3.08 | 1,969 | 62.24 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 32,486 | -1.22 | 26,896 | 55.50 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 62 | -8.82 | 47 | 31.43 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 7,193 | -9.44 | 6 | 25.00 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 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 | 790 | -13.47 | 654 | 36.25 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 117 | 4.46 | 72 | -2.74 | ||||
| 2025-08-08 | 13F | 多诺霍福林有限责任公司 | 3,469 | 2,872 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 188,504 | 85.52 | 156,070 | 192.04 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 44,851 | 1.39 | 37,134 | 59.62 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 2,511 | 7.68 | 2,079 | 69.49 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 1 | 1 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 3,918 | 8.77 | 2,940 | 54.44 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 5 | 25.00 | 4 | 100.00 | ||||
| 2025-08-14 | 13F | 伯克希尔资本控股公司 | 10 | -99.94 | 8 | -99.90 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 172 | -25.22 | 90 | -33.82 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁牛顿科技增长投资组合服务类 | 40,987 | -5.45 | 33,935 | 48.83 | ||||
| 2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 41,486 | -16.77 | 25,443 | -21.74 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,689 | 1.26 | 1,036 | -4.78 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 23 | 43.75 | 14 | 366.67 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 2,000 | 1,656 | |||||
| 2025-08-14 | 13F | Sig 经纪公司 | 549 | 455 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 2,500 | 2,070 | |||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 4,244 | 68.88 | 3,514 | 165.93 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 15,707 | 3.55 | 9,633 | -2.62 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 31,200 | 0.65 | 26 | 56.25 | |||
| 2025-08-22 | NP | FTRNX - 富达趋势基金 | 184,017 | -18.55 | 152,355 | 28.22 | ||||
| 2025-07-18 | 13F | TABR资本管理有限责任公司 | 327 | 271 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 32,700 | -4.94 | 27 | 50.00 | |||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,105 | 1.34 | 20,303 | -4.70 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 665 | -23.91 | 551 | 19.83 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 121 | -2.42 | 100 | 53.85 | ||||
| 2025-08-12 | 13F | 频谱财富咨询集团有限责任公司 | 440 | 0.00 | 364 | 57.58 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 252,123 | 6.99 | 154,627 | 0.61 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 187 | 155 | ||||||
| 2025-06-27 | NP | POAGX - PRIMECAP 奥德赛激进增长基金 | 27,150 | -31.95 | 16,651 | -36.01 | ||||
| 2025-05-29 | NP | TGVFX - 成长机会基金 A 类 | 4,665 | 14.03 | 2,454 | 0.90 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 6 | 50.00 | 4 | 200.00 | ||||
| 2025-08-05 | 13F | 茨威格-迪梅纳联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 9,179 | 365.23 | 8 | 600.00 | ||||
| 2025-08-14 | 13F | 晴雨表资本管理公司 | 6,786 | 5,618 | ||||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 50,806 | 17.61 | 42,064 | 85.13 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth 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 | 1,676 | -2.73 | 1,028 | -8.55 | ||||
| 2025-06-27 | NP | CTSIX - Calamos Timpani 小盘成长基金 I 类 | 11,642 | -7.20 | 7,140 | -12.72 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,246 | 0.00 | 655 | -11.49 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 1,096 | 1.39 | 907 | 59.68 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 22,815 | 4.37 | 17,119 | 48.20 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 865 | -22.42 | 716 | 22.18 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 314,037 | -7.86 | 259,089 | 44.77 | ||||
| 2025-08-14 | 13F | 道富银行 | 3,175,791 | 2.83 | 2,629,364 | 61.87 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 1,025 | 26.08 | 849 | 98.59 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 257 | |||||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 58 | 0.00 | 48 | 60.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 1,387 | 19.06 | 1,148 | 87.58 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 11,326 | 7.21 | 9,377 | 68.77 | ||||
| 2025-06-24 | NP | FGRAX - 富兰克林成长机会基金 A 类 | 187,518 | -8.75 | 115,005 | -14.19 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 1,726 | 18.71 | 1,429 | 87.04 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 3,073 | -14.54 | 2,544 | 34.53 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 1,157 | 958 | ||||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 7,765 | 4.26 | 6,429 | 64.11 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 3,129 | -4.28 | 2,591 | 50.67 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 79 | 172.41 | 65 | 333.33 | ||||
| 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 | 26,245 | 3.74 | 21,729 | 63.30 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 4,596 | 268.27 | 3,805 | 480.03 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 755 | -40.32 | 567 | -15.27 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 410 | -12.77 | 339 | 37.25 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 6,758 | 1,299.17 | 5,596 | 2,043.68 | ||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 753 | 33.04 | 462 | 24.93 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 23,920 | 2.31 | 19,804 | 61.06 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 325 | 269 | ||||||
| 2025-08-26 | 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 | 159 | -53.91 | 132 | -27.62 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 665 | 0.00 | 551 | 57.59 | ||||
| 2025-08-01 | 13F | 信托投资顾问 | 255 | 211 | ||||||
| 2025-05-15 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,634 | -2.62 | 1,267 | 39.43 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 11,600 | 37.49 | 9,604 | 116.45 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 1,516 | -3.93 | 930 | -9.72 | ||||
| 2025-08-08 | 13F | 创意策划 | 21,549 | 7.87 | 17,841 | 69.82 | ||||
| 2025-06-05 | 13F/A | 奥斯特维斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 太平洋点顾问有限公司 | 1,000 | 0.00 | 828 | 57.52 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 15,324 | -0.76 | 12,687 | 56.22 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 海伯利安资产管理有限公司 | 92,479 | 76,567 | ||||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 816,068 | -2.74 | 675,655 | 53.11 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 694 | 54.22 | 521 | 119.41 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 300 | -88.89 | 248 | -82.54 | |||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 530 | -8.15 | 439 | 44.55 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 7,812 | -13.85 | 6,468 | 35.60 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 712 | -35.74 | 464 | -1.07 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 663 | 52.06 | 549 | 139.30 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 2,199 | 7.16 | 1,349 | 0.75 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 1,533 | 10.53 | 1 | |||||
| 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 | 86,108 | 9.46 | 52,810 | 2.94 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 41,447 | -0.92 | 34,316 | 55.97 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 5,670 | 1.43 | 5 | 100.00 | ||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 405 | -2.64 | 304 | 38.36 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 11,866 | -7.32 | 9,439 | 40.18 | ||||
| 2025-08-27 | NP | BARAX - 男爵资产基金 | 50,000 | 0.00 | 41,397 | 57.42 | ||||
| 2025-04-28 | NP | FWD - AB 颠覆者 ETF | 50 | -99.15 | 26 | -99.32 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 8,643 | 24.68 | 7,156 | 96.30 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 301 | 249 | ||||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 18,109 | -0.61 | 11,106 | -6.53 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林中小型股增长 VIP 基金 1 级 | 18,000 | -8.16 | 14,903 | 44.57 | ||||
| 2025-08-29 | NP | FTXNX - Fuller & Thaler 行为小盘成长基金投资者股票 | 149,265 | -3.27 | 123,582 | 52.27 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 76,700 | 16.04 | 63,503 | 82.66 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 34,032 | -3.73 | 28,176 | 51.56 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 290 | 240 | ||||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 914 | -18.61 | 757 | 28.14 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 649 | 0.00 | 537 | 57.48 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 89,668 | 7.09 | 67,283 | 52.07 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 15,101 | 0.00 | 12,503 | 57.42 | ||||
| 2025-08-22 | NP | FHUMX - 联合爱马仕美国 SMID 基金机构股票 | 448 | 0.00 | 371 | 57.45 | ||||
| 2025-05-09 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 9 | 0.00 | 7 | 75.00 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 780 | 0.00 | 646 | 57.32 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 4,953 | -7.30 | 4,101 | 45.91 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 2,954,598 | 10.42 | 2,446,229 | 73.83 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,656,378 | 4.35 | 1,371,381 | 64.26 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | Call | 25,500 | 82.14 | 21,112 | 186.73 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 753 | 0.00 | 623 | 57.32 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 390 | 323 | ||||||
| 2025-08-07 | 13F | 指导资本公司 | 634 | 39.34 | 471 | 64.91 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 925 | -1.60 | 766 | 54.86 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 658 | 1.23 | 545 | 59.53 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 305 | 253 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 1 | 0.00 | 39 | 160.00 | |||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 31,920 | 10.35 | 26 | 73.33 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 3,752 | 9.39 | 3,106 | 72.17 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 1,639 | 27.75 | 1,357 | 101.19 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | Put | 1,500 | 99 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 1,561 | 18.80 | 1,293 | 86.98 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 3 | 0.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 10,529 | -0.05 | 8,717 | 57.35 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 476 | 394 | ||||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 2,207 | -7.19 | 1,354 | -12.71 | ||||
| 2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 21,174 | 5.95 | 12,986 | -0.36 | ||||
| 2025-08-07 | 13F | 商业银行 | 5,171 | 4,281 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 453 | 21.12 | 375 | 91.33 | ||||
| 2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 16,403 | 6.62 | 13,581 | 67.84 | ||||
| 2025-06-24 | NP | FFTY - 创新者 IBD(R) 50 ETF | 3,585 | -16.39 | 2,199 | 21.10 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 175 | -12.50 | 145 | 37.14 | ||||
| 2025-07-28 | NP | MID - 美国世纪中盘成长影响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 | 1,666 | 21.69 | 1,250 | 72.89 | ||||
| 2025-05-01 | 13F | 钢峰财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | NZS 资本有限责任公司 | 26,723 | -44.74 | 22,125 | -13.01 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 330 | 273 | ||||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 30,826 | 24.10 | 25,522 | 92.07 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 26,430 | 62.15 | 21,882 | 155.27 | ||||
| 2025-08-26 | NP | DSMDX - Driehaus 中小型成长基金 | 2,269 | 5.98 | 1,879 | 66.79 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 812 | -27.56 | 672 | 14.09 | ||||
| 2025-06-26 | NP | ALMRX - 阿尔及尔中型成长机构基金 I 类 | 1,977 | 106.80 | 1,212 | 94.54 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 3,848 | -35.44 | 2,024 | -42.89 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 577 | -81.37 | 478 | -74.08 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 112,516 | -6.46 | 93,156 | 47.24 | ||||
| 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 | 104,089 | 8.64 | 78,104 | 54.26 | ||||
| 2025-08-28 | NP | SEIS – SEI 精选小型股 ETF | 986 | -51.71 | 816 | -23.95 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 3,000 | -0.76 | 2,484 | 56.26 | ||||
| 2025-04-14 | 13F | Range金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级 | 18,886 | -19.36 | 15,636 | 26.95 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 4,530 | -1.52 | 3,751 | 55.02 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 451 | 0.00 | 277 | -6.12 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 1,089 | -14.92 | 710 | 123.27 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 241,432 | -26.05 | 199,891 | 16.40 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 21 | 0.00 | 17 | 54.55 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 249 | 206 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 6,287 | 6.16 | 3,856 | -0.18 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 33,665 | 21.89 | 27,872 | 91.88 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 2,700 | 0.00 | 2,235 | 57.39 | ||||
| 2025-04-29 | NP | TMFS - MFAM 小盘成长 ETF | 7,029 | -14.45 | 3,714 | -30.12 | ||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 中型股股票投资组合 - 初始股 | 2,062 | -1.43 | 1,707 | 55.18 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 25,782 | -4.68 | 15,812 | -10.36 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 450 | -88.63 | 373 | -82.13 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 14,143 | 18.12 | 11,710 | 85.95 | ||||
| 2025-07-30 | 13F | 第一州际银行 | 305 | 253 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 239 | 3.02 | 198 | 61.48 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 307 | 254 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 818 | 19.07 | 502 | 11.83 | ||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 1,008 | 0.00 | 835 | 57.36 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 1,361 | -0.73 | 1,127 | 56.17 | ||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 4,700 | 3,891 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 24 | 20 | ||||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 190 | -5.00 | 157 | 49.52 | ||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 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 | 11 | 37.50 | 7 | 20.00 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 19,514 | 13.10 | 11,968 | 6.35 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 177 | 132.89 | 133 | 230.00 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 45,561 | 2.63 | 34,187 | 45.73 | ||||
| 2025-04-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,228 | -87.23 | 1,177 | -65.01 | ||||
| 2025-05-28 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 530 | 8.16 | 279 | -4.47 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 2,315 | 0.00 | 1,420 | -5.96 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 1 | 0.00 | 1 | |||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 2,053 | -5.61 | 1,700 | 48.64 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 101,972 | 1.23 | 62,539 | -4.80 | ||||
| 2025-07-25 | NP | OTCAX - MFS 中型成长基金 A | 488,833 | 20.64 | 366,801 | 71.30 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 12,148 | 7,450 | ||||||
| 2025-07-25 | 13F | SPC 金融公司 | 1,629 | -5.95 | 1,349 | 48.13 | ||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 37 | 31 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 3 | 200.00 | 2 | |||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 30,774 | 1.61 | 25,479 | 59.96 | ||||
| 2025-08-14 | 13F | OV管理有限责任公司 | 1,262 | -65.76 | 1,045 | -46.13 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 | 25.00 | 6 | 20.00 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 49 | -69.57 | 30 | -55.88 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 2 | -33.33 | 1 | 0.00 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 651 | 21.00 | 488 | 71.83 | ||||
| 2025-04-24 | 13F | 方面合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | 蓝钟私人财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 8,605 | 7,124 | ||||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 技术增长投资组合 - 初始股 | 5,320 | -14.19 | 4,405 | 35.09 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 50 | 0.00 | 41 | 57.69 | ||||
| 2025-04-25 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 125 | 0.00 | 66 | -17.50 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 100 | 0.00 | 83 | 57.69 | ||||
| 2025-08-15 | 13F | Kestra 投资管理有限责任公司 | 5 | 0.00 | 3 | 0.00 | ||||
| 2025-08-15 | NP | STMGX - American Beacon Stephens 中型成长基金投资者类别 | 20,482 | -36.91 | 16,958 | -0.69 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 439 | -17.33 | 269 | -22.25 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 7,673 | -1.30 | 6,353 | 55.38 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 300 | 248 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 277 | 9.49 | 229 | 72.18 | ||||
| 2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 975 | -0.71 | 807 | 56.40 | ||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 284 | -51.29 | 235 | -23.20 | ||||
| 2025-08-25 | NP | HIMCX - 哈特福德中型股 Hls 基金 Ia | 29,613 | 33.98 | 24,518 | 110.90 | ||||
| 2025-06-26 | NP | OWSMX - 老韦斯特伯里中小型股策略基金 | 10,868 | -41.92 | 6,665 | -45.38 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 251,067 | -6.79 | 207,868 | 46.73 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | Put | 4,000 | -21.57 | 3,312 | 23.45 | |||
| 2025-08-13 | 13F | 挪威银行 | 770,353 | 637,806 | ||||||
| 2025-05-27 | NP | WFDDX - 富国银行发现基金管理员班 | 11,137 | -44.25 | 5,858 | -50.67 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 167 | -1.18 | 138 | 56.82 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 600 | -33.33 | 497 | 4.86 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 1,488 | -3.12 | 1,232 | 52.54 | ||||
| 2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 1,204 | 180.65 | 997 | 342.67 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 6,291 | 0.93 | 5,209 | 58.88 | ||||
| 2025-08-05 | 13F | 麦克布鲁姆联合有限责任公司 | 3,189 | 0.00 | 1,677 | 0.00 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 5,606 | 28.73 | 4,207 | 82.79 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 19 | 5.56 | 16 | 60.00 | ||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 1,682 | -24.57 | 1,393 | 18.77 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 194 | 64.41 | 137 | 138.60 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 38,189 | -7.50 | 28,655 | 31.34 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 351 | 291 | ||||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 1,378 | 86.22 | 1,141 | 193.06 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 426 | 353 | ||||||
| 2025-06-26 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,156 | 1,936 | ||||||
| 2025-06-30 | NP | PRFZ - Invesco FTSE RAFI US 1500 中小型 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 | 7,312 | 0.63 | 4,484 | -5.36 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 1,230 | 1,018 | ||||||
| 2025-07-23 | 13F | 内布拉斯加州财富管理 | 1,933 | -6.93 | 1,582 | 44.87 | ||||
| 2025-08-08 | 13F | 大理石港投资顾问有限责任公司 | 850 | 0.00 | 704 | 57.27 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 1,247 | 3.06 | 1,032 | 62.26 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 746 | -2.99 | 618 | 52.72 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 97 | 3.19 | 73 | 46.94 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 833,599 | 438,636.32 | 16 | |||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 2,807 | 1,722 | ||||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,200 | 28.91 | 22,520 | 102.93 | ||||
| 2025-06-26 | NP | AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票 | 5,998 | 0.00 | 3,679 | -5.96 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 253 | 209 | ||||||
| 2025-08-25 | NP | NBNGX - 坐中型成长基金公司 | 6,800 | 0.00 | 5,630 | 57.41 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 1,102 | 7.93 | 827 | 53.25 | ||||
| 2025-07-25 | 13F | 优点投资组合管理 | 1,410 | -6.00 | 1,167 | 48.10 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 890 | -25.08 | 737 | 17.95 | ||||
| 2025-07-07 | 13F | 信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 254 | 210 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 7,436 | 3.34 | 6,157 | 62.68 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 9,175 | 22.33 | 7,596 | 92.60 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 2,566 | 0.00 | 2,124 | 57.45 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 69 | -30.30 | 42 | -34.37 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 35 | 0.00 | 29 | 55.56 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 16,241 | -7.37 | 13,447 | 45.82 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 537 | -6.93 | 445 | 46.53 | ||||
| 2025-08-14 | 13F | Atreides 管理有限合伙人 | 52,254 | -16.93 | 43,263 | 30.78 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 155 | 106.67 | 95 | 97.92 | ||||
| 2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | UXI - ProShares Ultra 工业 | 267 | -2.55 | 200 | 38.89 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 2,898 | 2,399 | ||||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 21,254 | 1.56 | 17,597 | 59.89 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 3,643 | 1.14 | 2,734 | 43.62 | ||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 83,692 | -12.56 | 69,292 | 37.65 | ||||
| 2025-06-30 | NP | YOVAX - YORKTOWN 小型股基金 A 类 | 775 | 0.00 | 475 | -5.94 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 897,182 | 2.22 | 742,813 | 60.91 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 3,652 | -13.34 | 3,024 | 36.42 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 2,400 | 298 | |||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,965 | 0.00 | 44,749 | -5.96 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 8,314 | -2.06 | 7 | 50.00 | ||||
| 2025-08-14 | 13F | Ampersand资本集团 | 23,227 | -25.89 | 19,231 | 16.66 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 613 | 0.66 | 508 | 58.44 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 35,763 | 2.87 | 29,610 | 61.94 | ||||
| 2025-06-30 | NP | APITX - Yorktown Growth Fund L 类股票 | 1,875 | 0.00 | 1,150 | -5.97 | ||||
| 2025-08-04 | 13F | 联合银行 | 16,337 | 5.89 | 14 | 62.50 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 390 | 0.00 | 254 | 53.94 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 99 | 0.00 | 82 | 55.77 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 947 | -29.33 | 784 | 11.36 | ||||
| 2025-07-22 | 13F | 戴维森卡恩资本管理有限责任公司 | 859 | 3.00 | 711 | 62.33 | ||||
| 2025-06-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 34,645 | -25.87 | 21,248 | -30.29 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 63,807 | -0.83 | 53 | 57.58 | ||||
| 2025-07-28 | NP | VCNIX - 纳斯达克 100 指数基金 | 4,827 | -2.66 | 3,622 | 38.21 | ||||
| 2025-06-27 | NP | DFEN - Direxion 每日航空航天与国防牛市 3 倍股票 | 8,085 | -7.25 | 4,959 | -12.79 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 659 | -0.15 | 494 | 38.87 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 232,303 | -1.67 | 192,333 | 54.79 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | 4,934 | -89.59 | 4,085 | -83.62 | ||||
| 2025-07-15 | 13F | RVW 财富有限责任公司 | 600 | 0.00 | 497 | 57.46 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 18 | -40.00 | 15 | -6.67 | ||||
| 2025-06-24 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 83,900 | 0.00 | 51,456 | -5.96 | ||||
| 2025-07-29 | NP | SMIPX - 中等资本投资组合 - I 类 | 440 | 54.39 | 330 | 120.00 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 465 | 8.90 | 385 | 71.43 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 196 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | 交响金融有限公司 | 28,150 | 23,306 | ||||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 425 | -11.27 | 352 | 39.84 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 21,852 | -0.55 | 18,092 | 56.56 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 50 | 11.11 | 31 | 3.45 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 278 | -56.08 | 230 | -30.72 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 46,383 | 5.67 | 28,447 | -0.63 | ||||
| 2025-07-25 | 13F | 捍卫者资本有限责任公司。 | 40,224 | -3.14 | 33,303 | 53.75 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 226 | -40.37 | 185 | -8.42 | ||||
| 2025-05-27 | NP | 富国银行可变信托 - 富国银行 VT 发现基金 2 级 | 1,534 | -43.91 | 807 | -50.40 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 40 | 5.26 | 21 | -4.55 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 830 | -8.89 | 687 | 43.42 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 16,889 | 5.54 | 14 | 62.50 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 16,463 | 13,630 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 40 | 0.00 | 33 | 57.14 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 673 | 0.00 | 517 | 10.94 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 457 | 378 | ||||||
| 2025-05-29 | 13F/A | 柯罗尼集团有限责任公司 | Put | 900 | 0.00 | 535 | 48.75 | |||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 199,041 | 164,794 | ||||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 72 | 44.00 | 60 | 126.92 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 34,716 | 1.52 | 29 | 64.71 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102,119 | 14.17 | 84,548 | 79.72 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 803 | -42.60 | 603 | -18.54 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 117,519 | -21.32 | 97 | 24.36 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 4,990 | 12.84 | 3,254 | 145.40 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 7,326 | 0.40 | 4,493 | -5.57 | ||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 279 | 67.07 | 231 | 164.37 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 2,278 | 333.90 | 1,886 | 583.33 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 30 | 23 | ||||||
| 2025-05-14 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 478 | -17.30 | 396 | 30.36 | ||||
| 2025-08-14 | 13F | 纳帕财富管理 | 629 | 10.93 | 521 | 74.50 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 37 | -7.50 | 31 | 42.86 | ||||
| 2025-04-29 | NP | TMFX - Motley Fool Next 指数 ETF | 1,213 | 9.08 | 641 | -10.85 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 4,109 | -1.32 | 3,402 | 55.34 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 1,082 | -1.55 | 896 | 54.84 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆纳斯达克 100 指数基金 (I) | 39,420 | 1.41 | 32,637 | 59.65 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 62,800 | 547.42 | 51,995 | 919.29 | |||
| 2025-08-14 | 13F | 瑞银集团 | Put | 2,400 | 33.33 | 1,987 | 110.04 | |||
| 2025-08-04 | 13F | 尖峰财富管理 | 8,947 | -0.12 | 7,235 | 53.58 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 45,695 | 128.42 | 37,833 | 259.59 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 16,503 | -3.05 | 10,121 | -8.83 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 358,858 | 10.50 | 297,113 | 73.95 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 6,412 | 3.22 | 5,309 | 62.47 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 732,200 | 0.89 | 606,218 | 58.82 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 987 | 4.00 | 817 | 63.73 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 1,255 | 22.20 | 1,039 | 70.33 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,581 | 3.28 | 31,115 | 62.59 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 5,796 | -24.61 | 4,799 | 18.67 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 375,580 | 43.21 | 310,958 | 125.44 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 1,898 | -94.19 | 1,571 | -90.85 | ||||
| 2025-08-08 | 13F | 时代广场资本管理有限公司 | 128,714 | 5.29 | 106,567 | 65.74 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 3,200 | -70.91 | 2,649 | -54.21 | |||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 772 | 39.86 | 407 | 23.78 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 2,476 | -4.99 | 2,050 | 49.56 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 1,188 | -19.68 | 984 | 26.51 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 6,784 | -1.18 | 6 | 66.67 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 纳斯达克 100 指数基金标准 | 612 | -0.49 | 507 | 56.66 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -43 | -2 | |||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 605 | 445 | ||||||
| 2025-04-25 | 13F | 利桑蒂资本成长有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 2,239 | 0.77 | 1,373 | -5.24 | ||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PFPPX - 中型成长基金 R-3 | 3,267 | -37.31 | 2,004 | -41.05 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 438 | 363 | ||||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum 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 | 55,175 | 108.04 | 41,401 | 195.40 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | DMAGX - Driehaus 多元资产增长经济基金 | 1,277 | -23.72 | 1,057 | 20.11 | ||||
| 2025-08-14 | 13F | 方波资本有限责任公司 | 19,915 | -19.13 | 16,488 | 27.30 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 5,800 | -15.53 | 3,051 | -25.25 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 10 | 900.00 | 8 | |||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 4 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 7 | 250.00 | 6 | 400.00 | ||||
| 2025-07-25 | 13F | 西北资本管理公司 | 812 | -2.99 | 672 | 52.73 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 1,290 | 2.38 | 1,068 | 61.33 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 86,766 | -14.04 | 71,837 | 35.31 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 2,500 | 8.70 | 1,876 | 54.32 | ||||
| 2025-07-30 | 13F | 道德公司 | 4,865 | 90.78 | 3,982 | 188.55 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 430 | 356 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 18,345 | 804.59 | 15,189 | 1,324.77 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 6,291 | -3.17 | 5,209 | 48.46 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 165,075 | 15.88 | 136,674 | 82.41 | ||||
| 2025-07-23 | 13F | 资本管理联营公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 2,077 | 4.63 | 1,720 | 64.66 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 1,341,517 | -0.08 | 1,006,621 | 41.88 | ||||
| 2025-06-26 | NP | NWCAX - Nuveen Winslow 大盘成长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,660 | 10,831 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 9,420 | 131.62 | 5,039 | 213.57 | ||||
| 2025-08-14 | 13F | 石点资本有限责任公司 | 74,474 | 33.13 | 61,660 | 109.58 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 400 | 9.59 | 331 | 72.77 | ||||
| 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 | 398 | -70.89 | 330 | -54.18 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -651 | 76.90 | -539 | 178.76 | |||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 4,594 | 22.41 | 3,804 | 92.75 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,860 | -2.99 | 4,024 | 35.14 | ||||
| 2025-06-30 | NP | VMGRX - 先锋中型成长基金投资者股票 | 64,287 | -0.99 | 39,427 | -6.89 | ||||
| 2025-08-12 | 13F | EFG 资产管理（美洲）公司 | 3,473 | 32.36 | 2,875 | 108.33 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 8,288 | 65.69 | 6,862 | 160.87 | ||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 520 | -24.64 | 431 | 18.78 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 658,470 | 17.80 | 545,174 | 85.44 | ||||
| 2025-08-12 | 13F | 泰勒马克资产管理有限责任公司 | 30,000 | 0.00 | 24,838 | 57.42 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 5,765 | -1.03 | 3,536 | -6.92 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 79,985 | 5.15 | 66,223 | 65.52 | ||||
| 2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 4,477 | -13.39 | 3,707 | 36.35 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 142 | -85.38 | 118 | -77.06 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 47 | 6.82 | 35 | 52.17 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 230 | 6.98 | 141 | 0.71 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 347 | 287 | ||||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 2,159 | 1,324 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 6,023 | 7.44 | 4,987 | 69.13 | ||||
| 2025-05-12 | 13F | 熵技术有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 3,854 | -66.94 | 3,191 | -47.97 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 61 | 22.00 | 51 | 92.31 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 309,000 | 307 | ||||||
| 2025-08-26 | NP | RMDAX - AllianzGI 中型基金 A | 13,216 | 9.91 | 10,942 | 73.02 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 196 | 162 | ||||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 20,700 | 31.01 | 17,138 | 106.23 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 4,966 | 24.49 | 4,112 | 95.95 | ||||
| 2025-08-01 | 13F | 莫特科 | 2 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 巴林银行 | 2,180 | -30.90 | 1,805 | 8.74 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 12,600 | 1.94 | 10,432 | 60.49 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 1,973 | -6.49 | 1,634 | 47.25 | ||||
| 2025-03-28 | 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 | 23,083 | -1.91 | 15,054 | 51.07 | ||||
| 2025-08-14 | 13F | 采石场LP | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 361 | 299 | ||||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 297 | 236 | ||||||
| 2025-05-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 680,983 | 22.84 | 563,813 | 93.37 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 12,662 | 20.53 | 10,365 | 84.46 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 86,503 | 26.95 | 72 | 102.86 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 43 | -56.57 | 23 | -62.07 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 421 | -5.61 | 310 | 32.05 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 261 | -7.77 | 0 | |||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 37,599 | 0.00 | 31,130 | 57.42 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 1,256 | 1.87 | 770 | -4.23 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,680 | 30.79 | 34,762 | 23.00 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 43,604 | -30.39 | 36,102 | 9.59 | ||||
| 2025-07-28 | 13F | 传承财富管理公司/CA/ | 720 | 0.98 | 596 | 58.93 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 257 | 213 | ||||||
| 2025-08-12 | 13F | 万国数据财富管理 | 15,488 | 23.35 | 12,823 | 94.20 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 89,985 | 13.41 | 74,502 | 78.52 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 214 | 0.00 | 161 | 41.59 | ||||
| 2025-05-15 | 13F | CSS 有限公司/il | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 10,117 | 8,376 | ||||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 200 | 166 | |||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 75,371 | -4.24 | 56,555 | 35.97 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,998 | -3.24 | 1,654 | 52.30 | ||||
| 2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 16,150 | 1.62 | 13,371 | 59.98 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,673 | -1.75 | 10,839 | -7.60 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 259 | 214 | ||||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 21,888 | 12.40 | 18,122 | 76.95 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -2,004 | -36.26 | -1,659 | 0.36 | |||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 2,550 | 1.67 | 2,111 | 60.05 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 9 | -65.38 | 7 | -46.15 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 28,633 | 0.88 | 23,706 | 58.80 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 58,502 | 8.84 | 48,436 | 71.34 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | 五大湖顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 4,188 | 3,467 | ||||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 17,377 | 3.26 | 10,657 | -2.90 | ||||
| 2025-08-12 | 13F | 标量仪表管理有限公司 | 8,500 | 7,037 | ||||||
| 2025-06-26 | NP | MCGAX - Transamerica 中型成长 A | 7,608 | -3.30 | 4,666 | -9.08 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 5,938 | 11.74 | 4,916 | 75.89 | ||||
| 2025-08-22 | NP | LACAX - 哥伦比亚橡子基金 A 类 | 14,306 | -77.54 | 11,845 | -36.81 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 19,720 | -15.37 | 16,327 | 33.22 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 27,102 | 20.76 | 22,439 | 90.10 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 10,925 | 21.82 | 9 | 125.00 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 28 | 23 | ||||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 1,382 | -13.95 | 848 | -19.10 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 344 | -13.78 | 285 | 36.36 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 12,656 | -20.52 | 9,497 | 12.85 | ||||
| 2025-07-29 | NP | DREQX - 纽约梅隆银行研究增长基金，Inc. Z 类 | 25,110 | -1.49 | 18,842 | 39.88 | ||||
| 2025-05-15 | 13F | LMR 合伙人律师事务所 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 阳光地带证券公司 | 2 | -88.89 | 1 | -88.89 | ||||
| 2025-09-11 | NP | CFAGX - 中型成长基金股票 | 4,450 | 3,362 | ||||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 371 | 307 | ||||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 60 | 0.00 | 32 | -11.43 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 3,180 | 17.78 | 3 | 100.00 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 860 | 0.00 | 712 | 57.52 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 5,418 | -18.61 | 4,486 | 28.11 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 387 | -25.86 | 320 | 16.79 | ||||
| 2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 1,000 | 0.00 | 828 | 57.52 | ||||
| 2025-06-26 | NP | APGAX - AB 大盘成长基金公司 A 类 | 282,328 | 2.35 | 173,152 | -3.75 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 9,600 | 1.05 | 7,948 | 59.09 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 164 | -25.79 | 136 | 16.38 | ||||
| 2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 1,081 | 4.75 | 895 | 65.13 | ||||
| 2025-06-24 | NP | FRSGX - 富兰克林中小型股成长基金 A 类 | 180,642 | -12.03 | 110,788 | -17.27 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 15 | 0.00 | 12 | 71.43 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 899,872 | 6.20 | 745,043 | 67.18 | ||||
| 2025-06-26 | NP | FRSLX - Nuveen 中型成长机会基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,272 | -64.73 | 2,007 | -66.84 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 6,488 | 2.98 | 5,372 | 62.12 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,272 | 4.69 | 1,053 | 64.79 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 858 | 9.44 | 710 | 72.33 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 66 | 26.92 | 55 | 100.00 | ||||
| 2025-07-30 | 13F | 康尼斯托加资本顾问有限公司 | 445 | -98.53 | 368 | -97.69 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 15,933 | 4.64 | 13,192 | 64.72 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 755 | 4.14 | 625 | 64.04 | ||||
| 2025-07-24 | NP | FAGAX - 富达顾问成长机会基金 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 | 137,900 | 0.00 | 103,475 | 41.99 | ||||
| 2025-03-31 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,000 | 0.00 | 11,087 | 54.01 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,957 | 2.03 | 14,039 | 60.61 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 0 | 0 | ||||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 4,429 | -1.67 | 3,323 | 39.62 | ||||
| 2025-05-30 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 471 | 248 | ||||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 3,063 | -14.06 | 2,507 | 31.53 | ||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 230 | 35.29 | 190 | 88.12 | ||||
| 2025-08-22 | NP | XFBRX - 中型投资组合投资者类别 | 50,554 | 0.00 | 41,856 | 57.42 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 145 | -62.24 | 120 | -40.30 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 878 | 727 | ||||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 69,242 | 143.14 | 57,328 | 409,385.71 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 2,099,417 | 4.33 | 1,738,191 | 64.24 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 1,602 | 31.96 | 1,326 | 107.84 | ||||
| 2025-09-02 | 13F/A | FSC 财富顾问有限责任公司 | 275 | 0.00 | 228 | 57.64 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 389 | 285.15 | 322 | 507.55 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 21 | 17 | ||||||
| 2025-08-28 | NP | RSMOX - Victory RS 中型成长基金 A 类 | 1,910 | -1.04 | 1,581 | 55.76 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋精选中型股增长 VCT 投资组合 I 类 | 3,571 | 24.38 | 2,957 | 95.76 | ||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,300 | 22.86 | 3,227 | 74.47 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 28,091 | 10.96 | 21,078 | 57.56 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 1,769 | 2.49 | 1,462 | 61.08 | ||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 6,562 | 15.18 | 4,924 | 63.55 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 6,507 | -0.52 | 5,387 | 56.60 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,912 | 144.59 | 5,723 | 285.06 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 4 | 2 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 22,814 | 0.30 | 19 | 63.64 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 458 | 0.00 | 344 | 41.74 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 1,087 | -21.00 | 900 | 24.34 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,150 | 1.68 | 952 | 60.27 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 39,969 | 4.56 | 24,513 | -1.68 | ||||
| 2025-08-14 | 13F | 红木金融网络公司 | 1,381 | -1.99 | 1,143 | 54.25 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 1,145 | 0.88 | 1 | |||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 5,778 | -10.46 | 4,784 | 40.97 | ||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 44 | -89.47 | 36 | -83.56 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 433 | 358 | ||||||
| 2025-08-14 | 13F | 信托信托公司 | 1,416 | 1.22 | 1,172 | 59.46 | ||||
| 2025-08-14 | 13F | 堡垒金融集团有限公司 | 276 | 229 | ||||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 783 | -3.57 | 648 | 51.76 | ||||
| 2025-07-22 | 13F | 库里南联合公司 | 500 | 0.00 | 414 | 57.63 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,251 | -0.36 | 40,777 | 56.84 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 295,393 | 14.28 | 245 | 80.74 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 1 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 1,368 | 0.15 | 1,132 | 57.66 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 3,760 | 4.07 | 3,113 | 63.84 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 402 | 333 | ||||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 4,410 | -11.02 | 4 | 50.00 | ||||
| 2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 750 | 0.00 | 621 | 57.36 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 24 | 20.00 | 20 | 90.00 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 1,500 | 0.00 | 1,242 | 57.49 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 12,997 | -1.16 | 10,761 | 55.58 | ||||
| 2025-08-07 | 13F | PFG顾问 | 2,680 | 16.27 | 2,219 | 83.00 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 21 | 17 | ||||||
| 2025-08-27 | NP | ARTTX - Artisan 主题基金投资者股份 | 47,399 | -2.62 | 39,244 | 53.29 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 613 | -10.25 | 508 | 41.23 | ||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 3,439 | -1.86 | 2,847 | 54.56 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Loup Frontier Tech ETF | 3,801 | 1.33 | 2,331 | -4.70 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 7,396 | -39.09 | 6,123 | -4.12 | ||||
| 2025-08-08 | 13F | BIT 资本有限公司 | 2,013 | 9.64 | 1,667 | 72.64 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 807 | -5.72 | 671 | 49.22 | ||||
| 2025-07-24 | NP | FDEGX - 富达增长策略基金 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 | 222,470 | 0.04 | 166,933 | 42.06 | ||||
| 2025-08-13 | 13F | 扩张资本管理有限公司 | 4,607 | 3,814 | ||||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 613,731 | -0.05 | 508,132 | 57.34 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115 | -4.96 | 75 | 47.06 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 41,768 | 11.08 | 34,581 | 74.86 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -18 | -43.75 | -15 | -12.50 | |||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 4,550 | -1.45 | 3,767 | 55.15 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,804 | 17.55 | 7,357 | 66.92 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 383 | 317 | ||||||
| 2025-05-07 | 13F | 客观资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 13 | 0.00 | 8 | -12.50 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 39 | -83.88 | 0 | |||||
| 2025-07-07 | 13F | RDA金融网络 | 3,765 | 0.00 | 3,117 | 57.42 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 101 | 0.00 | 84 | 56.60 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 23,877 | 15.19 | 20 | 90.00 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 11,454 | -17.32 | 9,483 | 30.17 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级 | 234,019 | 3.53 | 143,524 | -2.64 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 1,872 | -2.90 | 1,550 | 52.76 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 35,587 | 13.06 | 29,464 | 77.97 | ||||
| 2025-08-26 | NP | GSCYX - 机构小型股股票基金 | 2,593 | -6.36 | 2,147 | 47.39 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 25 | 2,400.00 | 21 | 42.86 | ||||
| 2025-08-12 | 13F | 17 资本合伙公司 | 1,739 | 7.48 | 1,440 | 69.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Ivy 中型成长投资组合 IB 级 | 21,068 | 20.53 | 17,443 | 89.74 | ||||
| 2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 10,975 | 0.61 | 9,087 | 58.38 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 62 | -33.33 | 51 | 6.25 | ||||
| 2025-05-12 | 13F | 理查德·W·保罗联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 俄亥俄州 | 63,228 | -26.53 | 52,349 | 15.65 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 240 | -43.53 | 199 | -11.21 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 29,453 | 34.88 | 24,210 | 110.80 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 258 | 214 | ||||||
| 2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 192 | 118 | ||||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 1,326 | 1.61 | 995 | 44.27 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 845 | 89.89 | 700 | 198.72 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 2 | 0.00 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 601 | 0.00 | 498 | 57.28 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 1,840 | 5.75 | 1,128 | -0.53 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 1 | 1 | ||||||
| 2025-06-20 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 384 | 624.53 | 236 | 591.18 | ||||
| 2025-08-08 | 13F | KBC 集团 | 12,649 | -45.44 | 10 | -16.67 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 441 | -15.84 | 365 | 32.73 | ||||
| 2025-05-05 | 13F | 米勒金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 3,626 | 8.05 | 3,002 | 70.08 | ||||
| 2025-07-29 | 13F | 计划解决方案公司 | 1,171 | 0.00 | 970 | 57.56 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 2,000 | 233.33 | 1,656 | 425.40 | |||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 819 | 10.98 | 678 | 74.74 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 3,464 | -67.94 | 2,868 | -49.55 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 110 | 0.00 | 91 | 59.65 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 6,000 | -67.03 | 4,968 | -48.11 | |||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 1,043 | 0.00 | 783 | 41.92 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 5,037 | 4.07 | 3,780 | 47.79 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 3,877 | 17.27 | 3,210 | 84.70 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 677 | 0.00 | 561 | 57.30 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 12,762 | 2.01 | 7,827 | -4.08 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 109,384 | 15.54 | 90,563 | 81.89 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 2,534 | -145.19 | 2,098 | -171.11 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 13,440 | -4.22 | 11,128 | 50.79 | ||||
| 2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 905 | -16.51 | 679 | 18.71 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 63 | -12.50 | 52 | 40.54 | ||||
| 2025-08-22 | NP | MSHPX - 永久性投资组合类别 IS | 7 | 0.00 | 6 | 66.67 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 9,316 | 0.00 | 7,713 | 57.44 | ||||
| 2025-07-30 | NP | NDXKX - 纳斯达克 100 指数基金 K 股 | 8,665 | -4.37 | 6,502 | 35.78 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 159,961 | 1.75 | 132,438 | 60.17 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 2,097 | -22.33 | 1,736 | 22.25 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 341 | 282 | ||||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 2,040 | 0.00 | 1,689 | 57.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 625 | -6.72 | 517 | 46.88 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 2 | -87.50 | 0 | |||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 7,629 | -3.42 | 6,316 | 52.05 | ||||
| 2025-08-22 | NP | FIIAX - 富达顾问中型 II 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 | 10,300 | -2.83 | 8,528 | 52.95 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 4,771 | -11.45 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,163 | 0.00 | 963 | 57.45 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 252 | 209 | ||||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 233 | -30.03 | 193 | 9.71 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 12 | 0.00 | 10 | 66.67 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 892 | 739 | ||||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | Put | 102,500 | 84,864 | |||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 98,565 | -5.45 | 81,606 | 48.84 | ||||
| 2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 58 | -3.33 | 48 | 54.84 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 48 | -20.00 | 40 | 25.81 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 2,907 | 2.40 | 2,407 | 61.15 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 641 | 27.44 | 531 | 100.76 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -7 | -93.00 | -6 | -90.38 | |||
| 2025-07-11 | 13F | 多元化信托公司 | 10,418 | -16.60 | 8,625 | 31.28 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1 | 1 | ||||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,078 | 0.00 | 24,903 | 57.42 | ||||
| 2025-04-25 | 13F | 科辛斯基资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 关键金融公司 | 159 | 0.00 | 132 | 57.83 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 15,500 | 40.91 | 12,833 | 121.83 | |||
| 2025-08-06 | 13F | 峰会财富集团有限责任公司 | 560 | -44.55 | 0 | |||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 151 | 125 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 2,100 | -58.82 | 1,739 | -35.20 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 662,878 | 7.74 | 548,823 | 69.61 | ||||
| 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 | 178 | -4.81 | 134 | 35.71 |
