机构投资人持股和股东
Thermo Fisher Scientific Inc. (DE:TN8) 有 3751 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 387,491,870 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Morgan Stanley, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Capital World Investors, Jpmorgan Chase & Co, Geode Capital Management, Llc, and Norges Bank .
Thermo Fisher Scientific Inc. (XTRA:TN8)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
The share price as of September 5, 2025 is 419.10 / share. Previously, on September 9, 2024, the share price was 560.10 / share. This represents a decline of 25.17% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | 鼓山资本有限责任公司 | 658 | 0.00 | 267 | -18.65 | ||||
| 2025-05-12 | 13F | CFS 投资咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 26,068 | -0.87 | 10,570 | -19.23 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 10,000 | 0.00 | 4,055 | -18.53 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 10,958 | 4.78 | 4,448 | -14.59 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 63,593 | 0.54 | 25,775 | -18.12 | ||||
| 2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 169,864 | 10.87 | 68,873 | -9.66 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 6,730 | -2.05 | 2,729 | -20.21 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 6,026 | 30.46 | 2,443 | 6.31 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 6,504 | -10.86 | 2,637 | -27.36 | ||||
| 2025-06-25 | NP | COHOX - Coho 相对价值股票基金顾问类别股票 | 13,191 | -15.49 | 5,659 | -39.35 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,544 | -77.55 | 1,032 | -81.72 | ||||
| 2025-08-13 | 13F | 米罗娃 | 138,272 | -8.70 | 56,064 | -25.61 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 3 | 1 | ||||||
| 2025-06-25 | NP | CESGX - Coho相对价值ESG基金 | 2,809 | -2.57 | 1,205 | -30.06 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 893 | 1.36 | 362 | -17.35 | ||||
| 2025-06-26 | NP | HAVGX - 哈弗福德优质成长股票基金 哈弗福德优质成长股票基金 | 10,335 | -8.09 | 4,434 | -34.04 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 52,413 | -6.60 | 21,251 | -13.81 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 19,359 | 43.75 | 7,798 | 1.56 | ||||
| 2025-05-27 | NP | Fidelity Central Investment Portfolios LLC - 富达国际股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,300 | 1.54 | 23,039 | -2.88 | ||||
| 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 | 3,038 | 3.37 | 1,232 | -15.80 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 26,410 | -7.81 | 10,708 | -24.88 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 58,584 | 35.13 | 23,755 | 10.11 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,096,823 | 809.68 | 444,718 | 641.23 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 63,046 | -16.34 | 25,563 | -31.83 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 299,600 | 120.46 | 121,476 | 79.64 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 359,600 | 26.35 | 145,803 | 2.96 | |||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 15,414 | -16.14 | 6,250 | -31.67 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 181 | 0.00 | 73 | -18.89 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 110 | -15.38 | 44 | -35.29 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 13,360 | 114.34 | 5,417 | 74.65 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 6,549 | 0.34 | 2,655 | -18.23 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 4,838 | -35.92 | 1,962 | -47.79 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 592 | 0.00 | 240 | -18.37 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 9,331 | 2.95 | 3,783 | -16.12 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,831 | 24.55 | 1,148 | 1.41 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 1,350 | 0.00 | 547 | -18.48 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 5,988 | -1.84 | 2,428 | -20.03 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 22,760 | -2.50 | 9,228 | -20.55 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 901 | -1.74 | 365 | -19.96 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 517 | 210 | ||||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 1,927 | 16.08 | 781 | -5.45 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 1,680 | -35.36 | 681 | -47.33 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 7,647 | -1.29 | 3,101 | -19.56 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 7,786 | 0.00 | 3,157 | -18.53 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 40,300 | 0.00 | 16,340 | -18.52 | ||||
| 2025-08-14 | 13F | 图里姆 21 投资有限公司。 | 95 | 0.00 | 39 | -19.15 | ||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 3,770 | 1,529 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 5 | 2 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 19,465 | 14.51 | 7,841 | -12.80 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 70 | 59.09 | 30 | 15.38 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 1,480 | 14.37 | 600 | -6.69 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 30,432 | 5.08 | 12,339 | -14.47 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 31,189 | -30.69 | 13 | -45.45 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 602,031 | 0.38 | 244,099 | -18.21 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 1,151 | 2.68 | 467 | -16.31 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 314 | 131 | ||||||
| 2025-08-01 | 13F | 利普和道尔顿 | 9,404 | 4 | ||||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 8,647 | 0.16 | 3,510 | -18.38 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 162,498 | -3.13 | 65,887 | -21.07 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 6,146 | -17.14 | 2,492 | -32.49 | ||||
| 2025-07-17 | 13F | 伦帕特资产管理公司 | 52,878 | 15.87 | 21,440 | -5.59 | ||||
| 2025-05-30 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 327,095 | -42.22 | 162,762 | -44.74 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 78,337 | -1.75 | 31,763 | -19.94 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 3,390 | -8.77 | 1,366 | -30.53 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 1,845 | -0.22 | 748 | -18.70 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 13,626 | -4.95 | 5,525 | -22.56 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 2,499 | -28.00 | 1,013 | -41.34 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 19,313 | -1.54 | 7,780 | -25.03 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 43,294 | 14.80 | 17,573 | -6.42 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 242 | -5.10 | 98 | -22.22 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-28 | NP | EALCX - 伊顿万斯成长基金 A 类 | 4,034 | -41.21 | 2,007 | -43.77 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,387,656 | -4.75 | 562,639 | -22.38 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 100 | -80.00 | 41 | -83.87 | |||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 2,879 | -48.96 | 1,167 | -58.41 | ||||
| 2025-04-22 | NP | IEDAX - Voya 大盘价值基金 A 类 | 28,490 | -3.24 | 15,070 | -3.36 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 12,798 | 15.74 | 5,189 | -5.69 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 1,082 | -18.09 | 439 | -33.33 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 17,025 | -2.56 | 6,903 | -20.61 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,842 | 8.21 | 2,353 | -17.58 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 37 | 0.00 | 18 | -5.26 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 2,446 | -52.25 | 992 | -61.11 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 1,112 | -2.46 | 451 | -20.63 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 10,812 | 2.00 | 4,384 | -16.89 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 2,961 | 2.56 | 1,201 | -16.43 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 113 | 39.51 | 46 | 12.50 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 26,524 | 5.44 | 10,755 | -14.08 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 2,417 | 44.64 | 1,130 | -20.14 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 200 | -63.64 | 81 | -70.33 | ||||
| 2025-08-14 | 13F | 凯姆奈咨询服务公司 | 39,920 | 17.89 | 16,186 | -3.94 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 2,483 | -12.88 | 1,065 | -37.46 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 760 | 69.27 | 306 | 29.11 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 835 | 21.72 | 415 | 16.57 | ||||
| 2025-05-29 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 6,852 | 23.10 | 3,410 | 17.75 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 20,628 | -14.33 | 8,849 | -38.52 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 861 | 0.00 | 349 | -18.46 | ||||
| 2025-08-05 | 13F | 资本管理协会/纽约/ | 1,300 | 0.00 | 527 | -18.42 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 28 | -30.00 | 13 | -25.00 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 4,986 | 12.60 | 2,022 | -8.26 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 837 | 12.35 | 339 | -12.40 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 3,132 | -19.09 | 1,270 | -34.11 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,750 | 3,552 | ||||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 35 | 0.00 | 14 | -17.65 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 12,638 | 134.17 | 5,124 | 90.84 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 97,928 | 8.92 | 42,011 | -21.83 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 815 | 58.87 | 330 | 29.41 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 13,313 | -0.97 | 5,363 | -24.60 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 9,574 | -1.55 | 3,882 | -19.80 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 5,915 | -34.47 | 2,398 | -46.60 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 55 | 22 | ||||||
| 2025-08-13 | 13F | Ecofi投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 3,900 | 1,581 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 4,200 | 1,703 | |||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 3,163 | 1,282 | ||||||
| 2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 229,531 | -44.90 | 93,076 | -55.09 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 209,747 | -1.30 | 85,044 | -19.57 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 82 | 0.00 | 33 | -17.50 | ||||
| 2025-07-24 | 13F | 本森投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 18,838 | -1.22 | 9,374 | -5.52 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 14 | 0.00 | 6 | -16.67 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,115 | -48.92 | 452 | -58.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 1,754 | -3.52 | 711 | -21.35 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 6,356 | -48.41 | 2,577 | -57.96 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 11,200 | -16.44 | 5 | -33.33 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 62,821 | 721.51 | 25,471 | 569.41 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 551 | -6.45 | 224 | -23.89 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 6 | ||||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 21,339 | 5.22 | 8,652 | -14.27 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 518 | 210 | ||||||
| 2025-07-29 | 13F | 斯普伦资本管理公司 | 892 | -1.65 | 362 | -19.96 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 7,526 | -1.25 | 3,051 | -19.54 | ||||
| 2025-08-13 | 13F | 布兰特点投资管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 1,751 | -31.95 | 710 | -44.61 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 2 | 1 | ||||||
| 2025-05-08 | 13F | 太平洋资本合伙有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 876,265 | -2.83 | 355,290 | -20.82 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 30 | 0.00 | 13 | -29.41 | ||||
| 2025-08-12 | 13F | 登打士合伙人律师事务所 | 93,193 | 24.01 | 37,786 | 1.05 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 350,251 | 14.71 | 142,013 | -6.53 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 12,043 | -1.01 | 4,883 | -19.35 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 645 | 0.00 | 262 | -18.69 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 12,459 | -2.37 | 5,052 | -20.46 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 116,710 | -5.65 | 47,321 | -23.12 | ||||
| 2025-07-24 | 13F | 佛得角国际服务公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | 桑迪湾顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 11,329 | -0.12 | 4,599 | -18.59 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 830 | 337 | ||||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 1,921 | -73.98 | 782 | -78.77 | ||||
| 2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 6,951 | -14.06 | 2,818 | -29.97 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 519 | 10.66 | 210 | -9.87 | ||||
| 2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 525 | 0.00 | 213 | -18.77 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 10,134 | 19.38 | 4,109 | -2.75 | ||||
| 2025-08-14 | 13F | Potomac 基金管理公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 43,486 | -15.83 | 21,639 | -19.50 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 34,512 | -3.80 | 14 | -23.53 | ||||
| 2025-04-21 | 13F | 丰盛财富顾问 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 1,154 | 19.46 | 468 | -2.71 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 54,491 | 0.00 | 22,094 | -18.52 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 13,344 | 50.49 | 5,410 | 22.62 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 2,541 | -14.42 | 1,030 | -30.26 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 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 | 27 | 12 | ||||||
| 2025-05-27 | NP | FELC - 富达增强型大盘核心 ETF | 14,125 | -18.18 | 7,029 | -21.75 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 1,945 | -2.46 | 789 | -20.56 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 19,277 | 382.05 | 7,816 | 292.96 | ||||
| 2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 1,387 | 1.54 | 562 | -17.23 | ||||
| 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 | 847,467 | 0.70 | 363,563 | -27.73 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 3 | -75.00 | 1 | -80.00 | ||||
| 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 | 709,253 | 0.67 | 285,701 | -23.34 | ||||
| 2025-04-25 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,400 | -25.88 | 6,030 | -30.97 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 5 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,809 | -2.95 | 733 | -20.93 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 1,084 | 0.00 | 439 | -18.55 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 59 | 25 | ||||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,151 | 20.52 | 467 | -1.89 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 238 | 118 | ||||||
| 2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 1,198,452 | -1.24 | 482,760 | -24.79 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 2,356 | -0.34 | 955 | -18.79 | ||||
| 2025-07-17 | 13F | SFM有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 2,063 | 0.00 | 1,233 | 9.41 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 5,778 | 38.53 | 2,327 | 5.49 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,660 | 241.82 | 8,005 | 152.28 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 574 | -1.20 | 233 | -19.72 | ||||
| 2025-08-14 | 13F | 奥博顾问有限公司 | 46,500 | -63.95 | 18,854 | -70.63 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 6,258 | 1.92 | 2,537 | -16.96 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 2,699 | -10.27 | 1,094 | -26.87 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 108 | -59.09 | 46 | -70.70 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 317,881 | 18.97 | 129 | -3.03 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 4,077 | -44.61 | 1,653 | -54.86 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 10,434 | -1.39 | 4,231 | -19.66 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 58 | 25 | ||||||
| 2025-07-17 | 13F | HCR 财富顾问 | 7,235 | -2.24 | 2,934 | -20.36 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 5,194 | 0.00 | 2,106 | -18.54 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 180 | 0.00 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 4,856 | -41.15 | 2,083 | -57.77 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 3,757 | 0.86 | 1,523 | -17.81 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,677 | -4.99 | 680 | -22.67 | ||||
| 2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 502 | 29.72 | 250 | 23.88 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 7 | 3 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 5,386 | 87.40 | 2,184 | 52.66 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 15,683 | -13.45 | 6,359 | -29.48 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 3,229 | 890.49 | 1,309 | 574.74 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 5,215 | -17.93 | 2,114 | -33.12 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 52 | 0.00 | 21 | -16.00 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 378 | 0.00 | 153 | -18.18 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 131,087 | 299.41 | 53 | 231.25 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 10,820 | -2.35 | 4,387 | -20.42 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 88 | 0.00 | 36 | -18.60 | ||||
| 2025-08-14 | 13F | 德肖公司 | 1,325,972 | 463.35 | 537,629 | 359.04 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 4,700 | 327.27 | 1,906 | 248.26 | |||
| 2025-08-14 | 13F | 德肖公司 | Put | 59,600 | 1,195.65 | 24,165 | 956.16 | |||
| 2025-07-07 | 13F | 企业银行信托公司 | 4,422 | 2.91 | 1,793 | -16.18 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 5,845 | 3.31 | 2,370 | -15.84 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 753 | -15.68 | 305 | -15.98 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,089,103 | 4.48 | 441,588 | -14.86 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 7,505 | 6.89 | 3 | 0.00 | ||||
| 2025-05-20 | 13F/A | 柯罗尼集团有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 8,682 | 88.90 | 3,545 | 54.22 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 57,400 | 49.87 | 23,435 | 22.34 | |||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 13,651 | 2.44 | 5,535 | -14.01 | ||||
| 2025-07-29 | NP | MEFOX - 米汉焦点基金 | 5,000 | 0.00 | 2,014 | -23.83 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 82,900 | 51.28 | 33,846 | 23.49 | |||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 65 | -23.53 | 26 | -38.10 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,404 | -7.31 | 3,002 | -24.46 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 391 | -14.81 | 159 | -30.70 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,000 | -79.13 | 4,866 | -83.00 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,643 | 14.02 | 666 | -6.98 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 337,473 | -20.10 | 136,838 | -34.89 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 20,914 | 4.90 | 8,425 | -20.11 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 4 | 0.00 | 2 | -50.00 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 641 | 72.78 | 258 | 31.63 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 1,366 | 3.80 | 554 | -15.44 | ||||
| 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 | 136,912 | 20.30 | 55,512 | -1.98 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 4,120 | -7.93 | 1,671 | -24.98 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 7,887 | -5.08 | 3,177 | -27.71 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 5,889 | 0.00 | 2,526 | -28.24 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 5,350 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 763,432 | -2.82 | 309,541 | -20.82 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 1,550 | 0.00 | 624 | -23.81 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 869 | -97.71 | 352 | -98.14 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 547 | -7.45 | 222 | -24.83 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 22,682 | -23.39 | 9,197 | -37.58 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 15,251 | 21.13 | 6,190 | -1.28 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 900 | 0.00 | 365 | -18.57 | ||||
| 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 | 7,197 | -29.95 | 3,088 | -49.73 | ||||
| 2025-05-15 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | NP | NIAGX - Nia 影响解决方案基金 | 3,331 | 14.00 | 1,762 | 13.83 | ||||
| 2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 915 | -11.85 | 393 | -36.77 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 1,411 | -28.23 | 572 | -41.51 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,546 | 8.65 | 1,844 | -11.39 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 36,284 | 2.71 | 14,712 | -16.31 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 794 | 17.11 | 322 | -4.75 | ||||
| 2025-07-17 | 13F | 凯利金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 124,746 | 0.17 | 53,516 | -28.11 | ||||
| 2025-08-13 | 13F | 新南方资本管理公司 | 150,703 | -1.09 | 61,104 | -19.40 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 640 | 6.67 | 268 | -1.84 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 20 | 0.00 | 8 | -11.11 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 39,949 | 20.73 | 16,198 | -1.63 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 30,222 | 19.08 | 12,254 | -2.98 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 3 | 0.00 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 新约信托公司，北美 | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,718 | 5.35 | 1,352 | 0.75 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 205,857 | 4.64 | 83,467 | -14.74 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 227 | 0.00 | 97 | -28.15 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,971 | 799 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 866 | 351 | ||||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 508 | 9.01 | 206 | -11.26 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,396 | -91.83 | 566 | -93.34 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 62,072 | 11.08 | 12,859 | 11.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,070 | 0.00 | 434 | -18.61 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 7,960 | 3,227 | ||||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 29,702 | -1.52 | 11,965 | -25.00 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 67,388 | 2.00 | 28,909 | -26.80 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 12,986 | -10.14 | 5,265 | -26.77 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 30,600 | 130.08 | 12,407 | 87.47 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 75,200 | 25.54 | 30,491 | 2.29 | |||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 4,863 | 0.00 | 1,972 | -18.52 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 500 | 0.00 | 203 | -18.55 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 3,925,324 | -0.87 | 1,591,562 | -19.22 | ||||
| 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 | 196 | 86.67 | 84 | 35.48 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 542 | 220 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 592 | 44.74 | 240 | 18.23 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 14 | 16.67 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 48,107 | -53.63 | 35,737 | -41.05 | ||||
| 2025-08-28 | NP | Tekla 医疗保健投资者 | 7,923 | -70.65 | 3,212 | -76.09 | ||||
| 2025-07-25 | NP | PHSTX - PUTNAM 全球医疗保健基金 A 类股票 | 149,500 | 17.16 | 60,222 | -10.78 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 334,809 | 3.85 | 143,633 | -25.47 | ||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 4,573 | 62.62 | 1,854 | 32.52 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 10,255 | 3.34 | 4,131 | -21.32 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 26,490 | -3.94 | 10,740 | -21.73 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 3,886 | 8.37 | 1,576 | -11.72 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 3,248 | 1.28 | 1,317 | 0.84 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 37,075 | 15,032 | ||||||
| 2025-08-28 | NP | XLV - 医疗保健精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,647,091 | -4.12 | 1,073,290 | -21.88 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 8,063 | 4.47 | 4,012 | -0.07 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 23,231 | -38.97 | 9,419 | -50.27 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 82 | 33 | ||||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 19 | 0.00 | 8 | -22.22 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 8,240 | -7.77 | 3,341 | -24.84 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 4,000 | 1,716 | ||||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 8,048 | -2.77 | 3,263 | -24.20 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 4,051 | -0.86 | 1,643 | -19.23 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 1,477 | -3.90 | 599 | -21.73 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 3,306 | 0.58 | 1,340 | -18.04 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 144,112 | -19.66 | 58,432 | -34.54 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 36,438 | -20.05 | 14,774 | -34.85 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 3,824 | 25.50 | 1,550 | 2.24 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 14,814 | -71.07 | 6,006 | -76.43 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,673 | 0.00 | 24,313 | -28.23 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 1,605 | -85.34 | 651 | -88.06 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 367 | -95.92 | 149 | -96.69 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,044 | 0.00 | 423 | -18.50 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 11,379 | -2.95 | 5 | -20.00 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 2,153 | -42.83 | 873 | -53.44 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 10,375 | 4,207 | ||||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 664,691 | -5.23 | 267,751 | -27.83 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,302 | 77.49 | 933 | 44.65 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 4,900 | 0.00 | 1,987 | -18.54 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 4,941 | 251.67 | 2,003 | 186.55 | ||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 2,314 | -2.85 | 938 | -20.84 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 3,135 | 52.11 | 1,321 | 28.88 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,414,392 | 5.00 | 573,479 | 85,493.88 | ||||
| 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 | 4,578,174 | -1.17 | 1,856,266 | -19.47 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 1,893 | 0.21 | 768 | -18.32 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 6,400 | -4.48 | 2,595 | -22.17 | |||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 1,131 | 0.27 | 459 | -18.36 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 2,557 | -0.97 | 1,037 | -19.31 | ||||
| 2025-08-12 | 13F | 联合银行 | 44,415 | -1.90 | 18,009 | -20.07 | ||||
| 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 | 171 | 0.00 | 73 | -28.43 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 31,597 | 3.01 | 12,811 | 85,306.67 | ||||
| 2025-05-23 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 686 | 341 | ||||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 735 | -15.42 | 298 | -31.02 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 3,586 | -12.88 | 1,454 | -29.02 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 94,491 | -7.80 | 38,312 | -24.88 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 548 | -2.84 | 222 | -20.71 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 535 | 0.38 | 0 | |||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 1,367 | -86.43 | 554 | -88.95 | ||||
| 2025-08-13 | 13F | ESG规划 | 1,901 | 55.95 | 771 | 27.06 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 6,878 | -6.22 | 2,951 | -32.69 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 2,067 | 4.45 | 838 | -14.84 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 2,391 | -1.36 | 969 | -19.65 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 827 | 3.25 | 335 | -15.83 | ||||
| 2025-08-12 | 13F | 布劳恩史黛西联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 8,183 | 3.10 | 3,318 | -16.00 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 5,185 | 24.34 | 2,102 | -3.09 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 33,363 | -0.01 | 13,527 | -18.53 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 39,717 | -1.25 | 16,118 | -19.53 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 19,441 | 127.97 | 7,884 | 85.74 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 1,593,010 | 46.04 | 683,401 | 4.81 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 3,470 | -79.94 | 1,398 | -84.73 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 12,075 | -6.01 | 4,896 | -23.42 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 3,881 | -39.23 | 1,574 | -50.49 | ||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 4,141 | 0.00 | 1,745 | -15.29 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 923 | 6.95 | 0 | |||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 6,371 | 2,583 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 4,620 | -5.89 | 1,873 | -23.30 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 639 | -70.33 | 259 | -75.82 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 667 | 0.00 | 270 | -18.43 | ||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 2,185 | 0.64 | 886 | -18.06 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 320 | 50.23 | 159 | 44.55 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 806 | 0.00 | 327 | -18.70 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 256,589 | -31.77 | 104,037 | -44.41 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 19,169 | -1.42 | 7,772 | -19.67 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 929 | -4.62 | 377 | -22.31 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 42 | 17 | ||||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 788 | -3.67 | 320 | -21.62 | ||||
| 2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 4,296 | 26.46 | 1,742 | 3.02 | ||||
| 2025-08-14 | 13F | 布雷德韦尔有限合伙人 | 135,233 | 5.87 | 54,832 | -13.73 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 3,450 | 0.00 | 1,399 | -18.53 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 57,700 | 177.40 | 23,395 | 126.04 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 16,027 | -2.78 | 6,498 | -20.79 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 972 | 0.00 | 417 | 0.00 | ||||
| 2025-05-29 | NP | OSTFX - 奥斯特韦斯基金投资者类别 | 8,612 | 18.92 | 4,285 | 13.75 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 4,371 | -2.06 | 2 | -50.00 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 910 | -26.91 | 369 | -40.39 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 400 | 41.34 | 162 | 15.71 | ||||
| 2025-08-13 | 13F | Alphinity投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 19,913 | 0.00 | 8,074 | -18.52 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 40,907 | -11.01 | 17,549 | -36.13 | ||||
| 2025-08-01 | 13F | 第一太平洋顾问有限合伙人 | 87,370 | 35,425 | ||||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 4,506 | -3.01 | 1,827 | -20.94 | ||||
| 2025-06-27 | NP | KEAT – 基廷主动型 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 54,525 | 66.31 | 22,108 | 35.51 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 25,115 | 6.85 | 10,183 | -12.93 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 47,298 | 20,291 | ||||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 9,132 | -0.15 | 3,707 | -18.62 | ||||
| 2025-08-14 | 13F | 联信银行 | 95,301 | -7.50 | 38,641 | -24.63 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 5,800 | -3.85 | 2 | -33.33 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 15,484 | -3.81 | 6,278 | -21.62 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,263 | 2.96 | 5,261 | -26.11 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 4,161 | -83.26 | 1,687 | -86.36 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 2,364 | -6.75 | 959 | -24.03 | ||||
| 2025-08-07 | 13F | 第1620章 | 678 | 0.30 | 275 | -18.45 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 686 | -16.24 | 278 | -31.70 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 20,039 | -0.30 | 8,597 | -28.45 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 5,400 | -25.88 | 2,190 | -39.61 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 4,731 | 15.87 | 1,918 | -5.61 | ||||
| 2025-05-09 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 24,800 | -32.05 | 10,052 | -44.64 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 16,900 | -36.70 | 6,850 | -48.43 | |||
| 2025-07-17 | 13F | 尼科尔森迈耶资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 莱斯特·默里 Antman dba SimplyRich | 0 | -100.00 | 0 | |||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 514 | 88.28 | 208 | 54.07 | ||||
| 2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 592 | 15.40 | 238 | -12.18 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 1,239 | 2.99 | 502 | -16.05 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 8,000 | 37.93 | 3,244 | 12.37 | ||||
| 2025-05-21 | NP | LGILX - Laudus 美国大盘成长基金 | 2,390 | -8.25 | 1,189 | -12.25 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 195 | -36.48 | 79 | -48.03 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 85,484 | 12.48 | 34,677 | -8.32 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 5,715 | -10.49 | 2,317 | -27.07 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 2,358 | -11.29 | 956 | -27.69 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 536 | 217 | ||||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 590 | 10.07 | 239 | -10.15 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 4,677 | 32.91 | 1,896 | 8.28 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 16,013 | 0.00 | 6,870 | -28.23 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 459 | 0.00 | 186 | -18.42 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 261,038 | 13.40 | 105,840 | -7.60 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 797,302 | 0.14 | 323,274 | -18.40 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,307 | 4.39 | 929 | -20.53 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 36,369 | 69.17 | 14,746 | 37.84 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 116,720 | 33.33 | 47,322 | 8.64 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 1,210 | -15.97 | 519 | -39.65 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 30,564 | 21.21 | 12,312 | -7.70 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 862 | 350 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 3,000 | -77.78 | 1,216 | -81.90 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 2,947 | -2.19 | 1,195 | -20.35 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 13,959 | 2.69 | 5,660 | -16.34 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 545,537 | 4.21 | 221,193 | -2.11 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,172 | -44.38 | 5,341 | -54.68 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 2,265 | 0.00 | 918 | -18.54 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 6,355 | 0.00 | 2,577 | -18.53 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 472 | 202 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 13,132 | 27.68 | 5,325 | 4.05 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 6,457 | 2,618 | ||||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 1,876 | -2.49 | 761 | -20.59 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 249 | 74.13 | 101 | 40.85 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 26,558 | 0.00 | 10,698 | -23.85 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 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 | 10,575 | 0.00 | 4,537 | -28.24 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 5,990 | 7.75 | 2,429 | -12.22 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 148,904 | -55.81 | 60,376 | -63.99 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 16 | 14.29 | 6 | 0.00 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 576 | 17.07 | 234 | -4.51 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,213 | -53.68 | 492 | -62.32 | ||||
| 2025-08-11 | 13F | 信托银行 | 5,216 | -13.77 | 2,115 | -29.74 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 75,177 | -4.61 | 30,513 | -22.26 | ||||
| 2025-06-26 | NP | HGHAX - 哈特福德医疗保健基金 A 类 | 48,790 | -5.58 | 20,931 | -32.24 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 38,802 | -55.92 | 15,733 | -64.09 | ||||
| 2025-08-22 | NP | FFIDX - 富达基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,700 | 0.00 | 54,615 | -18.52 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 25,135 | -32.45 | 10,125 | -48.56 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 1,966 | -41.83 | 797 | -52.59 | ||||
| 2025-08-12 | 13F | 规划替代方案有限公司/adv | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 7,092 | 0.00 | 3,042 | -28.24 | ||||
| 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 | 606 | -7.20 | 362 | 1.69 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 310,851 | -31.06 | 154,679 | -34.06 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,107 | 2.05 | 55,816 | -26.76 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 92,901 | 16.01 | 37,668 | -5.48 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,039 | -64.52 | 421 | -71.09 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 2 | 1 | ||||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 1,515 | 4.05 | 614 | -15.19 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 923 | -3.15 | 374 | -21.10 | ||||
| 2025-05-15 | 13F | 坎托·菲茨杰拉德，LP | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 5,600 | 180.00 | 2,271 | 128.14 | |||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 3,950 | -5.28 | 1,695 | -32.02 | ||||
| 2025-08-19 | 13F | Marex 集团 | 100,436 | 40,730 | ||||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 165,785 | -71.61 | 67,219 | -76.86 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 892 | -8.14 | 362 | -25.26 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 95,000 | 38,519 | |||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,215 | 0.00 | 493 | -18.54 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 18,331 | -0.85 | 7,432 | -19.22 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 42 | 0.00 | 17 | -15.00 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 2,887 | 5.79 | 1,163 | -19.47 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 4,390 | 48.31 | 1,780 | 20.86 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 14,325 | 2.18 | 5,808 | -16.74 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 6,214 | -0.08 | 2,520 | -18.58 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 5,816 | -57.08 | 2,358 | -65.05 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 4,493 | -41.31 | 1,822 | -52.19 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 722 | -17.01 | 299 | -30.79 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,493 | -6.75 | 605 | -23.99 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 307 | -87.38 | 184 | -86.22 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 27,140 | 3.23 | 11,004 | -15.88 | ||||
| 2025-07-11 | 13F | 科罗拉多资本管理公司 | 479 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 509 | 0.00 | 206 | -18.58 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 7,442 | 1.53 | 3,019 | -17.27 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 918 | -26.79 | 373 | -40.38 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 1,078 | 63.83 | 437 | 33.64 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 87,731 | 196.63 | 35,340 | 110.38 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,942 | -1.52 | 788 | -19.78 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 4,016 | 494.96 | 1,629 | 384.52 | ||||
| 2025-05-27 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,276 | 41.48 | 5,113 | 13.82 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 852 | 0.12 | 345 | -18.44 | ||||
| 2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 92,636 | 291.89 | 37,560 | 219.33 | ||||
| 2025-05-27 | NP | 可变保险产品基金 IV - 医疗保健投资组合初始类别 | 22,000 | -48.60 | 10,947 | -50.83 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 300 | 0.00 | 122 | -18.79 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 50 | 0.00 | 20 | -16.67 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 191,665 | -13.01 | 82,224 | -37.57 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 184 | -37.20 | 75 | -48.28 | ||||
| 2025-05-15 | 13F | 阿穆森亨萨克联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 7,461 | -22.08 | 3,025 | -36.50 | ||||
| 2025-07-21 | 13F | 雷尼兰德尔投资管理公司 | 541 | 0.00 | 220 | -18.59 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | M. Kulyk & Associates, 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 66,544 | 26,981 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,559,627 | -7.62 | 632,366 | -24.72 | ||||
| 2025-08-25 | NP | GDGIX - Sit 全球股息增长基金 - I 类 | 1,145 | 0.00 | 464 | -18.45 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 44,972 | 87.94 | 18,234 | 53.14 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 6,254 | 0.68 | 2,536 | -17.99 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 7,712 | 24.95 | 3,127 | 1.79 | ||||
| 2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 221 | -19.93 | 90 | -35.04 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 10,962 | -19.84 | 4,445 | -34.69 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,210 | -13.51 | 491 | -29.60 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 176,449 | 7.05 | 75,697 | -23.17 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 10,104 | -2.60 | 4,097 | -20.65 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 10,955 | 0.62 | 4,700 | -27.79 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,958 | -0.85 | 1,605 | -19.23 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 881 | -10.01 | 411 | 3.01 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 10 | 0.00 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 16,808 | 15.69 | 6,815 | -5.73 | ||||
| 2025-08-07 | 13F | 哈特福德基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 84,659 | 20.33 | 34,478 | -1.80 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 526 | -5.40 | 213 | -22.83 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,519 | 0.00 | 1,820 | -23.85 | ||||
| 2025-05-05 | 13F | 恩瓦姆有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 956 | 0.00 | 388 | -18.53 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 4,486 | -4.90 | 1,819 | -22.54 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 156 | -31.58 | 63 | -44.25 | ||||
| 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 | 93,707 | -1.07 | 40,200 | -29.00 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 228,066 | 3.56 | 92,472 | -15.62 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 899 | -37.35 | 365 | -49.02 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 29,135 | 6.47 | 11,813 | -13.24 | ||||
| 2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 611,882 | 25.08 | 248,094 | 1.92 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 14,505 | 27.74 | 5,881 | 4.09 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 2,018 | -1.27 | 1,004 | -5.55 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 74 | -7.50 | 37 | -12.20 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 3,695 | -3.40 | 1 | 0.00 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,341 | 33.35 | 3,382 | 8.64 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 6,265 | 12.02 | 2,540 | -8.73 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 84,986 | -1.13 | 34,458 | -19.44 | ||||
| 2025-07-09 | 13F | 企业银行 | 2,261 | -0.31 | 917 | -18.79 | ||||
| 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 | 4,567 | -56.94 | 1,959 | -66.19 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 50 | 0.00 | 20 | -16.67 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 23,066 | -62.84 | 9,352 | -69.72 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 81 | 0.00 | 33 | -20.00 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,087 | -22.62 | 7,739 | -36.94 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 122,890 | 6.55 | 49,827 | -13.18 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 5,576 | -7.91 | 2,246 | -29.86 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 1,056 | 10.11 | 428 | -10.27 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 2,443 | -1.89 | 991 | -20.10 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 14,155 | 0.00 | 5,739 | 0.67 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 599 | 243 | ||||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 8,710 | 0.00 | 3,532 | -18.53 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 1,090 | 0.00 | 442 | -18.63 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 30,760 | 60,213.73 | 14,386 | 0.36 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 185,935 | 11.84 | 75,389 | -8.87 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 2,406 | 3.39 | 976 | -15.73 | ||||
| 2025-08-13 | 13F | 标准家族办公室有限责任公司 | 144 | 0.00 | 58 | -18.31 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 95,309 | -15.53 | 38,644 | -31.17 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 168,152 | 34.63 | 67,735 | 2.52 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 1,141 | -0.87 | 463 | -19.23 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 18,355 | 2.78 | 7,442 | -16.25 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 10,500 | 650.00 | 4,257 | 511.64 | |||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 45,644 | 15.55 | 18,507 | -5.85 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 16,314 | 6,615 | ||||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 692 | 11.25 | 281 | -9.39 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 569 | -3.72 | 231 | -21.77 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 5,558,659 | -40.26 | 2,254 | -51.34 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 6,903 | -0.29 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 63,968 | -3.41 | 25,936 | -21.30 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 37,536 | -1.05 | 15,219 | -19.37 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 608 | -12.52 | 247 | -28.70 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 3,465 | 8.89 | 1,405 | -11.31 | ||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 554 | 0.54 | 225 | -18.25 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 3,621 | -6.24 | 1,468 | -23.58 | ||||
| 2025-08-13 | 13F | 北方成长管理有限公司 | 15,000 | 7.14 | 6 | 0.00 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 923 | 1.32 | 396 | -27.39 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 14,490 | 8.44 | 5,875 | -11.63 | ||||
| 2025-07-21 | 13F | 两点资本管理公司 | 10,218 | -14.10 | 4,143 | -39.22 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 839 | -18.15 | 340 | -33.33 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 205,325 | -1.40 | 83,252 | -19.09 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 116,792 | 12.03 | 47,352 | -8.72 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 14,631 | -85.40 | 5,932 | -88.10 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 40,174 | -45.90 | 17,235 | -61.17 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 130 | 7.44 | 53 | -13.33 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 2,307 | -3.96 | 929 | -26.85 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 13,930 | -20.87 | 5,648 | -35.52 | ||||
| 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 | 182,061 | 0.07 | 78,104 | -28.18 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 694 | 0.00 | 281 | |||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 973 | -26.68 | 395 | -40.15 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 52,174 | 0.43 | 21,154 | -18.17 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 7,947 | 0.34 | 3,222 | -18.24 | ||||
| 2025-05-27 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 12 | 0.00 | 6 | -16.67 | ||||
| 2025-08-29 | NP | JAGLX - 骏利亨德森全球生命科学基金 T 级 | 233,815 | 4.99 | 94,803 | -14.45 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 11,903 | 64.70 | 4,826 | 34.20 | ||||
| 2025-05-30 | 13F | Impact Asset Management GmbH | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 12,459 | -2.46 | 5,052 | -20.52 | ||||
| 2025-07-22 | 13F | 遗产信托 | 3,376 | -0.74 | 1,369 | -19.15 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 792 | 0.00 | 321 | -18.53 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 424 | -0.70 | 182 | -29.02 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 16,033 | 34.88 | 6,501 | 9.91 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,420 | 20.75 | 576 | -1.71 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 59 | 0.00 | 24 | -20.69 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 146,500 | 54.21 | 59,400 | 25.65 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 290 | -66.00 | 0 | |||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 257,327 | 9.77 | 104,296 | -10.61 | ||||
| 2025-07-23 | 13F | 米罗娃美国有限责任公司 | 687,066 | -12.91 | 278,578 | -29.04 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,618 | -20.61 | 805 | -24.06 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 329,557 | -4.16 | 134,034 | -21.67 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - ClearBridge 激进增长投资组合 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,758 | 9.54 | 29,906 | -10.74 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 2,158 | -1.28 | 869 | -24.83 | ||||
| 2025-08-12 | 13F | Pfc 资本集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 38 | 15 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 21,000 | -17.00 | 8,515 | -32.37 | ||||
| 2025-08-26 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 146,300 | -16.30 | 59,319 | -31.80 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,537 | 8.70 | 623 | -11.38 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 1,108 | -93.51 | 449 | -94.71 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,520 | -11.58 | 616 | -27.95 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 575 | 6.68 | 233 | -13.06 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 3,639 | -2.18 | 1,476 | -20.31 | ||||
| 2025-04-18 | 13F | 种子财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | JDOC - 摩根大通医疗保健领袖 ETF | 226 | -65.12 | 97 | -75.19 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 2,893 | -0.34 | 1,173 | -18.84 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 2,689,803 | -0.94 | 1,090,608 | -19.29 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 514 | 126.43 | 221 | 70.54 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德长期美国股票 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 | 439 | -34.77 | 188 | -53.23 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,900 | 6.56 | 770 | -13.19 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 61 | -46.02 | 25 | -57.14 | ||||
| 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 | 23 | 21.05 | 10 | -18.18 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 3,646 | -13.09 | 1,478 | -29.18 | ||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 精细财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 1,380 | -10.91 | 560 | -27.40 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,707 | -24.93 | 13,602 | -46.12 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 7,473 | -31.27 | 3,030 | -43.99 | ||||
| 2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 16,745 | 26.36 | 6,745 | -3.77 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 46,194 | -4.94 | 18,730 | -22.54 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 109,915 | 5.61 | 44,566 | -13.95 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 8,722 | -13.15 | 3,536 | -29.24 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 9,026 | 135.79 | 3,660 | 92.17 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 4,621 | -1.60 | 1,874 | -19.82 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 3,707 | 14.59 | 1,503 | -6.59 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 22,435 | -7.24 | 9,096 | -24.41 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 2,763 | -24.51 | 1,120 | -38.50 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 173,633 | -2.42 | 70,402 | -20.49 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 82,132 | -2.51 | 33 | -21.43 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 975 | 6.91 | 395 | -12.80 | ||||
| 2025-05-14 | 13F | 基尔特霍林有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 886 | -1.01 | 359 | -19.33 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 25 | -34.21 | 10 | -44.44 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 4,520 | 42.81 | 1,939 | 2.54 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 28,407 | -43.53 | 11,518 | -53.99 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 81,818 | 1.57 | 35,100 | -27.11 | ||||
| 2025-05-14 | 13F | Sig 经纪公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 544 | -11.26 | 270 | -15.36 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 1,042 | 0.00 | 422 | -18.53 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 156,172 | 5.46 | 63,321 | -14.07 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 1,548,399 | 0.62 | 627,814 | -18.01 | ||||
| 2025-08-06 | 13F | 南州公司 | 189 | -19.23 | 77 | -34.48 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 849 | 13.35 | 344 | -7.77 | ||||
| 2025-06-26 | NP | 贝莱德长期股票基金 - 贝莱德长期股票基金投资者 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 | 91,030 | -25.61 | 39,052 | -46.61 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 1,127 | 0.00 | 457 | -18.57 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 2,458 | -15.62 | 990 | -35.71 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 44,818 | -2.59 | 18,172 | -20.63 | ||||
| 2025-08-14 | 13F | Deerfield Management Company, Lp（C 轮） | 916 | 371 | ||||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,628 | -3.73 | 660 | -21.52 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 31,856 | -52.68 | 12,916 | -61.44 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 846 | -20.49 | 343 | -35.16 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 516 | -17.31 | 209 | -32.58 | ||||
| 2025-08-26 | NP | PXGOX - PAX GLOBAL OPPORTUNITIES FUND 机构级 | 6,325 | -17.69 | 2,565 | -32.93 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Xponance公司 | 58,323 | 2.73 | 23,648 | -16.29 | ||||
| 2025-04-18 | 13F | 金融合作伙伴集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,187 | 31.89 | 481 | 7.61 | ||||
| 2025-04-24 | 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 | 280 | -30.35 | 148 | -30.19 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 2,925 | 1,186 | ||||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 5,529 | 9.75 | 2,242 | -10.57 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 803 | 3.08 | 326 | -16.02 | ||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 23,914 | -11.00 | 9,696 | -27.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 10,697 | -15.08 | 4,337 | -30.81 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | 第三点有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,666 | 0.00 | 676 | -18.58 | ||||
| 2025-04-21 | 13F | 戴维森资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 53,617 | 11.78 | 21,740 | -8.92 | ||||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 750 | 27.33 | 304 | 3.75 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 8,189 | -20.90 | 3,320 | -35.55 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 142 | 58 | ||||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 793 | -62.27 | 322 | -69.28 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 130,499 | -0.46 | 52,912 | -18.89 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 2,701 | -75.22 | 1,159 | -82.23 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 298 | -5.40 | 128 | -32.45 | ||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 6,500 | 0.00 | 2,635 | -18.52 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 4,601 | 134.27 | 1,866 | 90.89 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 2,591 | 6.41 | 1,112 | -23.64 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 772,643 | 0.71 | 317 | -16.58 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 85,705 | 34,750 | ||||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 163 | -12.37 | 66 | -28.26 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 9,092 | -12.62 | 3,686 | -28.80 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 6,690 | -8.47 | 2,713 | -25.41 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 2,947 | -2.19 | 1,195 | -20.35 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 707 | 0.00 | 287 | -18.52 | ||||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 0 | -100.00 | 0 | |||||
| 2025-03-31 | NP | FFLG - 富达增长机会 ETF | 1,884 | -24.15 | 1,126 | -17.02 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 13,470 | -19.45 | 5,462 | -34.37 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 1,269 | -1.70 | 515 | -19.94 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 30 | 0.00 | 12 | -14.29 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 专注升值投资组合 | 35,453 | 10.37 | 14,375 | -10.07 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 1,166 | 1.13 | 473 | -17.63 | ||||
| 2025-07-08 | 13F | 红云杉资本有限责任公司 | 504 | 0.00 | 204 | -18.40 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 3,134 | -5.94 | 1,271 | -23.40 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 2,477 | 2.82 | 1,005 | -16.18 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 97 | 169.44 | 41 | 135.29 | ||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 11,825 | -2.73 | 4,795 | -20.75 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,187 | 481 | ||||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 622 | 0.00 | 252 | -18.45 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,729 | 0.00 | 1,512 | -18.54 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 65 | -34.34 | 26 | -46.94 |
