机构投资人持股和股东
Veeva Systems Inc. (DE:VEE) 有 1894 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 165,442,096 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Fmr Llc, Alliancebernstein L.p., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, T. Rowe Price Investment Management, Inc., Principal Financial Group Inc, State Street Corp, Jpmorgan Chase & Co, and VIMSX - Vanguard Mid-Cap Index Fund Investor Shares .
Veeva Systems Inc. (XTRA:VEE)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 8, 2025 is 237.70 / share. Previously, on September 9, 2024, the share price was 196.20 / share. This represents an increase of 21.15% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 723 | 205 | ||||||
| 2025-05-14 | 13F | 阿瓦隆全球资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 10,196 | -3.87 | 2,936 | 19.54 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 262,643 | -22.22 | 75,636 | -3.29 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 217 | 2.36 | 62 | 26.53 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 12,441 | -4.55 | 3,583 | 18.69 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | 全面投资管理公司 | 10 | 3 | ||||||
| 2025-05-28 | 13F | 财富管理协会有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 东方银行 | 35 | 10 | ||||||
| 2025-04-29 | 13F | 伍德塔弗金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 1,221 | 352 | ||||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 1,000 | -50.00 | 288 | -38.01 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 1,492 | -68.54 | 430 | -60.93 | ||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 2,500 | 0.00 | 720 | 24.18 | ||||
| 2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 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 | 638 | -78.90 | 184 | -73.86 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 20,293 | 90.19 | 5,844 | 136.46 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 12,619 | 4.76 | 3,634 | 30.25 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 39 | -2.50 | 11 | 22.22 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 2,122 | 611 | ||||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 25,034 | 0.00 | 7,205 | 24.25 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 141 | -12.96 | 41 | |||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 30,509 | 57.54 | 8,562 | 90.86 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 1,907 | 12.04 | 549 | 39.34 | ||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 1,221 | 0.00 | 351 | 24.47 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,448,478 | -8.18 | 417,133 | 14.16 | ||||
| 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 | 71,202 | 0.42 | 16,639 | 0.61 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 7,010 | 9.41 | 2,019 | 35.98 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 2,172 | 625 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 60 | 9.09 | 17 | 41.67 | ||||
| 2025-08-05 | 13F | 塞拉投资有限公司 | 19,959 | -0.92 | 5,748 | 23.19 | ||||
| 2025-08-13 | 13F | 贝尔资产管理有限公司 | 12,806 | -35.02 | 3,688 | -19.23 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 8,722 | -7.03 | 2,440 | 49.27 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 300 | -7.69 | 86 | 14.67 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,341 | 1.64 | 1,250 | 26.39 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 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 | 9,042 | -2.12 | 2,529 | 22.17 | ||||
| 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 | 85,825 | 0.96 | 24,005 | 25.99 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 51,851 | 8.21 | 14,901 | 34.08 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 4,103 | -0.99 | 959 | -0.83 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 3,429 | -61.69 | 987 | -40.00 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 919 | 15.74 | 265 | 44.26 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 352 | 334.57 | 101 | 461.11 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 9,916 | -16.74 | 2,856 | 3.52 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 37,921 | 22.98 | 10,920 | 52.90 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 656,407 | 1.33 | 189,032 | 25.98 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 226,569 | 65,247 | ||||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 1,453 | 1.82 | 418 | 26.67 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 100 | 0.00 | 29 | 21.74 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 84,277 | 420.10 | 24,270 | 546.68 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 1,301 | -7.47 | 364 | 15.24 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 8,948 | 0.40 | 2,073 | 10.62 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 245 | -3.16 | 71 | 20.69 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 3,954 | 274.08 | 1,139 | 366.39 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,751 | 504 | ||||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 7,493 | 9.92 | 1,751 | 10.13 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 1,049 | -13.31 | 243 | -4.72 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 5,782 | 0.78 | 1,665 | 25.38 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 270 | -34.78 | 63 | -21.52 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 1,979 | 570 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 5 | 25.00 | 1 | |||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 88,901 | 0.25 | 25,602 | 24.64 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 17,149 | -17.94 | 4,939 | 2.02 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 17 | 5 | ||||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 247 | 0.00 | 69 | 25.45 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,242 | 358 | ||||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 25,924 | -3.91 | 6,058 | -3.72 | ||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 75,060 | 21,616 | ||||||
| 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 | 215,091 | 9.23 | 60,161 | 36.31 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 18,726 | -21.25 | 5,393 | -2.09 | ||||
| 2025-08-29 | NP | JAFMX - 健康科学信托资产净值 | 3,109 | -7.61 | 895 | 14.89 | ||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 25,019 | 0.00 | 7,205 | 24.31 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 957,783 | 54.03 | 275,822 | 91.50 | ||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 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 | 12,962 | 7.18 | 3,733 | 33.24 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 2 | 0.00 | 1 | |||||
| 2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 2,579 | -10.58 | 743 | 11.08 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 46,604 | -4.73 | 13,421 | 18.46 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 2,968 | 0.00 | 855 | 24.31 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 12,409 | -0.06 | 3,574 | 24.28 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 17,200 | 11.69 | 4,953 | 38.86 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 200,400 | 117.35 | 57,711 | 170.23 | |||
| 2025-08-13 | 13F | CDAM（英国）有限公司 | 245,332 | -3.96 | 70,651 | 19.41 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 5,983 | 16.36 | 1,723 | 44.58 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 440,842 | 13.93 | 126,954 | 41.64 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 802 | 0.63 | 0 | |||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 62,809 | -3.52 | 18 | 20.00 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 93,181 | 0.00 | 26,834 | 24.33 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 13,310 | 33.54 | 3,833 | 66.07 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 41,589 | 33.14 | 9,719 | 33.38 | ||||
| 2025-05-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 光通信株式会社 | 13,562 | 0.00 | 3,906 | 24.32 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 40 | 12 | ||||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 45,796 | 13,188 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 2,160 | 8.98 | 1 | |||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 665 | 24.30 | 192 | 55.28 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 1,437 | -2.11 | 414 | 21.47 | ||||
| 2025-08-28 | NP | AMGOX - 阿尔杰中型成长投资组合 I-2 级 | 1,116 | -82.80 | 321 | -78.64 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 9,597 | -3.25 | 2,243 | -3.07 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 3,678 | -6.58 | 1,059 | 16.25 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 4,632 | -41.52 | 1,334 | -27.32 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 6,000 | -29.41 | 1,728 | -12.25 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 2,599 | 0.00 | 748 | 24.25 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 667,249 | 34.34 | 192,154 | 67.02 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 2,655 | -0.67 | 765 | 23.42 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 16,190 | 64.57 | 4,662 | 104.65 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 651,477 | -9.11 | 187,612 | 13.00 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 363 | 69.63 | 105 | 112.24 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 6,938 | 65.03 | 1,998 | 105.34 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 25,227 | -12.53 | 7,260 | 8.67 | ||||
| 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 | 15,934 | -14.92 | 3,724 | -14.77 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 62,292 | 69.59 | 17,939 | 110.86 | ||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | 20,000 | 0.00 | 5,760 | 24.33 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 1,899 | -31.79 | 531 | -14.90 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | XITK - SPDR FactSet 创新技术 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 | 4,067 | -9.26 | 1,171 | 12.81 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 1,296 | 2.45 | 373 | 27.30 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 243,306 | -3.00 | 70,067 | 20.60 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 3,820 | 0.00 | 1,100 | 24.43 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 20,950 | 8.41 | 4,896 | 8.61 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 1,030 | 0.00 | 297 | 24.37 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 1,000 | 0.00 | 288 | 24.24 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 21,093 | -12.98 | 6,074 | 8.19 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 907 | 261 | ||||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 44,006 | 22.09 | 10,284 | 22.31 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 76,764 | 10.06 | 22,106 | 36.84 | ||||
| 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 | 36,881 | 1.72 | 8,619 | 1.90 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 115 | 0.00 | 33 | 26.92 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 1,400 | 403 | ||||||
| 2025-06-27 | 13F/A | 高盛集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 3 | 50.00 | 1 | |||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 28,055 | 8,079 | ||||||
| 2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 67 | 0.00 | 19 | 20.00 | ||||
| 2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,495 | -1.61 | 2,446 | 22.36 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,549 | 9.01 | 446 | 35.56 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 19,928 | -27.71 | 5,739 | -10.13 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 1,226 | 353 | ||||||
| 2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 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 | 815,024 | 0.48 | 227,962 | 25.39 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 29,584 | 8,520 | ||||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 2,786 | -94.15 | 802 | -92.73 | ||||
| 2025-08-14 | 13F | 耐用资本合伙公司 | 976,981 | 281,351 | ||||||
| 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 | 102,587 | 27.44 | 29,543 | 58.45 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 2,162 | 0.00 | 623 | 24.40 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 11,739 | 2,081.97 | 3,381 | 3,181.55 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 3,632 | 9.89 | 1,046 | 36.60 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 1,112 | -20.11 | 320 | -0.62 | ||||
| 2025-08-14 | 13F | 阿什资本管理有限合伙人 | 550,491 | 0.00 | 158,530 | 24.33 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 1,470 | 0.00 | 423 | 24.41 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 50 | 0.00 | 14 | 27.27 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 64 | 0.00 | 18 | 28.57 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 1,492 | -28.92 | 430 | -11.73 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 15,554 | 0.32 | 4,479 | 24.73 | ||||
| 2025-03-27 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 4,654 | -45.49 | 1,086 | -39.11 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 563 | 0.00 | 162 | 24.62 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 2,110 | 293.66 | 608 | 389.52 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 793 | 0.00 | 185 | 11.52 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 61,622 | -4.90 | 17,746 | 18.24 | ||||
| 2025-06-18 | NP | RTSSX - 税收管理的美国中小型基金 S 级 | 6,119 | 0.00 | 1,430 | 0.14 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 467 | -13.68 | 134 | 7.20 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 1,174 | 14.87 | 0 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 1,173 | 21.30 | 338 | 51.12 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 10,583 | -11.70 | 3,048 | 9.76 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 1,155 | 333 | ||||||
| 2025-08-14 | 13F | RGM资本有限责任公司 | 434,684 | 0.49 | 125,180 | 24.93 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 3,162 | 32.91 | 1 | |||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 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 | 6,000 | -9.09 | 1,678 | 13.46 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 2,405 | 693 | ||||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 1,000 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 1,386 | 399 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 90,500 | 61.61 | 26,062 | 100.93 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 233,100 | 20.71 | 67,128 | 50.08 | |||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 12 | 0.00 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 14 | 0.00 | 4 | 33.33 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 25,475 | 1.00 | 5,953 | 1.19 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 13,723 | 2.71 | 3,952 | 27.70 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 15,157 | 0.00 | 4,365 | 24.33 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 24 | 0.00 | 7 | 20.00 | ||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 1,875 | 540 | ||||||
| 2025-08-19 | 13F | 财富集团有限公司 | 1,384 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Square Wave Partners, LP | 49,538 | -28.00 | 11,474 | -20.68 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 293,150 | 40.03 | 84,426 | 74.11 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 23 | 0.00 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 23,800 | -37.53 | 6,854 | -22.35 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 332,429 | 99.04 | 95,733 | 147.47 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 3,540 | -22.96 | 1,019 | -4.23 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 64,200 | 358.57 | 18,488 | 470.27 | |||
| 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 | 18,233 | -2.38 | 5,251 | 21.36 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 297,250 | 28.58 | 85,602 | 59.86 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 1,895 | -3.46 | 546 | 20.04 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 2,316,852 | 0.84 | 667,207 | 25.37 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 11,387 | -7.45 | 3,279 | 15.09 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 920 | -15.29 | 265 | 5.18 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 3,691 | -12.82 | 1,041 | 3.79 | ||||
| 2025-07-30 | NP | HEAL - Global X 远程医疗和数字健康 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 | 6,266 | -93.24 | 1,753 | -93.25 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 50,341 | -54.38 | 14,497 | -43.28 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 92,655 | 25,916 | ||||||
| 2025-07-16 | 13F | 第一美国银行 | 2,625 | -2.42 | 756 | 21.19 | ||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 198,585 | -2.09 | 57,189 | 21.73 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 95 | 3.26 | 27 | 28.57 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 9,740 | -6.35 | 2,805 | 16.45 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 6,351 | 15.87 | 1,829 | 44.05 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 36,925 | 224.39 | 10,634 | 303.38 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 171 | 0.00 | 49 | 25.64 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 2,732 | 1.07 | 787 | 25.56 | ||||
| 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 | 45,808 | 27.93 | 13,192 | 59.04 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,282 | 3.40 | 649 | 25.83 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,575 | 29.52 | 441 | 61.76 | ||||
| 2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 1,269 | -13.14 | 297 | -12.94 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 98 | -84.32 | 28 | -80.56 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,342 | 3.31 | 381 | 24.10 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 94,706 | 44.34 | 27,273 | 79.46 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 802 | 266.21 | 187 | 266.67 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 10,481 | 46.38 | 3,018 | 82.03 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,636 | -0.73 | 471 | 23.62 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 2,378 | 685 | ||||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 361,378 | -2.57 | 104,070 | 21.13 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 7 | 16.67 | 2 | 100.00 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 713 | 205 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 40,500 | 31.49 | 11,663 | 63.48 | ||||
| 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 | 375 | 23.76 | 88 | 24.29 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 1,853 | -3.79 | 534 | 19.51 | ||||
| 2025-04-23 | 13F | 阿奇福德资本策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 129,180 | 5.28 | 30,188 | 5.48 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 80 | 0.00 | 23 | 27.78 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 72 | -11.11 | 21 | 11.11 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 1,567 | -39.80 | 451 | -25.08 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 24,386 | -22.55 | 7 | 0.00 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 47 | 14 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 27,114 | -72.36 | 7,809 | -65.64 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 60,408 | -11.24 | 17,396 | 10.36 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 36 | 0.00 | 0 | |||||
| 2025-06-24 | NP | FKASX - 联邦考夫曼小型基金 A 类股票 | 70,600 | 0.00 | 16,499 | 0.18 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 69 | -14.81 | 20 | 5.56 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 3,903 | -37.40 | 1,124 | -22.23 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 19,735 | -3.74 | 5,612 | 25.55 | ||||
| 2025-08-22 | NP | FDHT - 富达数字健康 ETF | 1,301 | -15.13 | 375 | 5.35 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 2,285 | 3.86 | 658 | 29.27 | ||||
| 2025-05-01 | 13F | 雷耶斯金融架构有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 70,074 | -9.20 | 19,600 | 13.30 | ||||
| 2025-08-26 | NP | Profunds - Profunds 互联网副总裁 | 896 | 4.67 | 258 | 30.30 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 1,100 | 317 | |||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 10,518 | -24.76 | 3,029 | -6.46 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 72,256 | 21 | ||||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 2,490 | 0.00 | 717 | 24.48 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 972 | 280 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 143 | 41 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 800 | 0.00 | 230 | 24.32 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 1,430 | 138.33 | 412 | 197.83 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 15,929 | 3,197.93 | 4,587 | 4,032.43 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 137,417 | 8.99 | 39,573 | 35.51 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 28,268 | 7.38 | 8,141 | 33.51 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 11,603 | -5.07 | 3,245 | 18.47 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 255,320 | -23.15 | 73,530 | -4.45 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 52,869 | 0.00 | 15,225 | 24.33 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,728 | 498 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 1,599 | -22.08 | 460 | -3.16 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 36,956 | -6.11 | 10,643 | 16.73 | ||||
| 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 | 2,405 | -21.07 | 693 | -1.84 | ||||
| 2025-08-25 | NP | SKYY - 第一信托云计算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 | 79,733 | -24.15 | 22,962 | -5.69 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 13,454 | -5.89 | 3,781 | 21.86 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,849 | 57.09 | 532 | 95.59 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 2,093 | -1.04 | 489 | -0.81 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 480 | 41.59 | 138 | 76.92 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 456 | 96.55 | 106 | 118.75 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 185 | 0.00 | 53 | 26.19 | ||||
| 2025-08-11 | 13F | 奥伯恩多夫·威廉·E | 37,224 | -43.89 | 10,720 | -30.25 | ||||
| 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 | 19,200 | 97.94 | 4,487 | 98.32 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 6,099 | 1,756 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,620 | 755 | ||||||
| 2025-07-25 | NP | MIGFX - 马萨诸塞州投资者成长股票基金 A | 232,313 | -3.54 | 64,978 | 20.37 | ||||
| 2025-07-24 | NP | SUHAX - DWS 健康与保健基金 A 级 | 5,518 | 0.00 | 1,543 | 24.84 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 2,976 | 6.86 | 857 | 32.87 | ||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 2,290 | 36.23 | 659 | 69.41 | ||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 37 | 11 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 500 | 0.00 | 141 | 22.61 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 2,406 | 2.95 | 693 | 27.91 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 110 | 0.00 | 25 | 8.70 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 10,720 | -56.74 | 3,087 | -46.22 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 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 | 20,506 | -14.52 | 4,792 | -14.35 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 3,314 | -12.07 | 954 | 13.17 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 500 | 144 | ||||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,274 | -6.07 | 531 | -5.85 | ||||
| 2025-07-22 | 13F | 人民银行 | 20,903 | 1.38 | 6 | 50.00 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 132,100 | 2.96 | 38,042 | 28.01 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 39 | -73.47 | 0 | |||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 6,535 | 0.52 | 1,882 | 24.98 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 1,193,127 | 4.65 | 343,597 | 30.11 | ||||
| 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 | 276,970 | 0.93 | 77,469 | 25.95 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,992 | 21.97 | 1,150 | 51.58 | ||||
| 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 | 17,303 | 4.73 | 4,044 | 4.93 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 22,243 | 13.86 | 6,406 | 41.55 | ||||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 65 | 19 | ||||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 237,739 | -12.31 | 68,464 | 9.02 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 1,334 | 0.00 | 384 | 24.68 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 312 | 12.64 | 87 | 40.32 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 256,858 | 6.40 | 73,970 | 32.29 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 234 | 0.00 | 67 | 24.07 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 367,500 | -14.63 | 105,833 | 6.13 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 2,640 | 139.78 | 760 | 198.04 | ||||
| 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 | 35,945 | 31.45 | 10,351 | 63.45 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 7,374 | 12.67 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 391,273 | 9.33 | 110,832 | 34.78 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 8,714 | 11.05 | 2,437 | 38.62 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 6,074 | 0.00 | 1,749 | 24.40 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 70,300 | 0.04 | 20,245 | 24.38 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 2,205 | 2.04 | 635 | 26.80 | ||||
| 2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 18,038 | 0.00 | 4,215 | 0.19 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 1,626 | -6.28 | 468 | 16.71 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 4,435 | -32.76 | 1,277 | -16.37 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 24,812 | -19.67 | 5,798 | -19.52 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 436 | 0.00 | 126 | 25.00 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 2 | -50.00 | 1 | |||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 6,723 | 0.64 | 1,936 | 25.15 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 1,141 | 0.00 | 329 | 26.15 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 1,360 | 40.21 | 392 | 92.61 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 720 | -9.77 | 201 | 12.92 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 4,432,141 | -14.83 | 1,276 | 5.89 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 62,803 | 3.96 | 18,086 | 29.26 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 57,173 | 290.50 | 16,465 | 385.52 | ||||
| 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 | 5,458 | 4.84 | 1,572 | 30.37 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,159 | 334 | ||||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 1,016 | -9.29 | 293 | 12.74 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 80 | 0.00 | 23 | 27.78 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 43,329 | -0.02 | 12,478 | 24.30 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 3,354 | 0.00 | 966 | 24.36 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 1,300 | -93.56 | 374 | -92.01 | ||||
| 2025-08-27 | NP | APFDX - Artisan 全球发现基金投资者股票 | 14,724 | -2.46 | 4,240 | 21.28 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 48 | 0 | ||||||
| 2025-08-01 | 13F | SYM金融公司 | 3,513 | 17.26 | 1,012 | 45.89 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 15,051 | 2.86 | 4,335 | 27.91 | ||||
| 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 | 175,059 | 8.33 | 40,910 | 8.53 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 600 | -73.94 | 173 | -67.73 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 960 | 276 | ||||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 97,633 | -8.09 | 28,116 | 14.26 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 2,516 | 725 | ||||||
| 2025-08-14 | 13F | 尼亚影响顾问有限公司 | 5,719 | -4.98 | 1,647 | 18.08 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 1,510 | -2.96 | 435 | 20.56 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 113,333 | 0.07 | 32,638 | 24.42 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 8,546 | 9.56 | 2,461 | 36.27 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 601 | 0.00 | 168 | 25.37 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 6,147 | -0.92 | 1,770 | 23.17 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 1,296 | -1.97 | 373 | 21.90 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,834 | 816 | ||||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 11,416 | -41.10 | 3,288 | -26.78 | ||||
| 2025-08-11 | 13F | 日兴资产管理美洲公司 | 10,727 | -4.48 | 3,087 | 18.69 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,208 | -9.48 | 924 | 12.56 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,224 | 199.73 | 640 | 274.27 | ||||
| 2025-08-14 | 13F | 德肖公司 | 107,888 | 31,070 | ||||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,612 | 102.77 | 451 | 151.40 | ||||
| 2025-06-18 | NP | NWJCX - 全国 Ziegler NYSE Arca Tech 100 指数基金 A 类 | 35,145 | -3.47 | 8,213 | -3.29 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 20,973 | -35.80 | 6,040 | -20.18 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 39,327 | 0.06 | 11,325 | 24.41 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | 260,349 | 8.30 | 74,976 | 34.65 | ||||
| 2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 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 | 55,942 | 13.26 | 16,110 | 40.81 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 4,895 | 17.61 | 1,410 | 46.16 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 207,614 | 0.84 | 59,789 | 25.37 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -104,031 | -32.12 | -29,959 | -15.61 | |||
| 2025-08-08 | 13F | 金融引力公司 | 50 | 0.00 | 14 | 40.00 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 5,028 | -9.06 | 1,448 | 13.05 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 240,860 | -3.24 | 69,363 | 121,587.72 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 198 | 46 | ||||||
| 2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 78,967 | -50.68 | 22,741 | -26.22 | ||||
| 2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 2,495 | 719 | ||||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 3,519 | -2.01 | 822 | -1.79 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,324,045 | 19.86 | 381,299 | 49.02 | ||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 58,091 | -17.43 | 16,729 | 2.66 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 39,733 | 450.32 | 11,442 | 584.33 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 116,235 | 33,473 | ||||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,041 | 0.77 | 300 | 31.72 | ||||
| 2025-04-25 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | 朱红财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 4,549 | -5.80 | 1,310 | 17.17 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 5,704 | -47.19 | 1,595 | -34.09 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 89,426 | 2.84 | 25,753 | 27.86 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 952 | 1.38 | 274 | 26.27 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 841,303 | 423.85 | 242,278 | 551.28 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 3,165 | -2.91 | 911 | 20.53 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 38,312 | -14.06 | 11,033 | 6.85 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 30 | 0.00 | 9 | 33.33 | ||||
| 2025-06-23 | NP | INPIX - 互联网超行业深度投资者类别 | 5,325 | -30.03 | 1,244 | -29.92 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 2,379 | -84.95 | 551 | -83.42 | ||||
| 2025-08-27 | NP | SPYGX - Spyglass 成长基金机构股票 | 107,097 | -8.67 | 30,842 | 13.55 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 10,557 | 364.45 | 3,040 | 477.95 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 268 | 63 | ||||||
| 2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金：Z 类 | 314 | 73 | ||||||
| 2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 财务视角公司 | 265 | 0.00 | 76 | 24.59 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 3,125 | -0.03 | 900 | 24.17 | ||||
| 2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 5,611 | -80.10 | 1,311 | -80.07 | ||||
| 2025-08-26 | NP | CCMAX - Conestoga 中型基金机构类别 | 435 | 3.57 | 125 | 28.87 | ||||
| 2025-04-07 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 163 | 56.73 | 47 | 91.67 | ||||
| 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 | 11,224 | 2.90 | 3,139 | 28.44 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 22 | 0.00 | 6 | 20.00 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 472 | 9.77 | 136 | 36.36 | ||||
| 2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 30,969 | -5.28 | 8,662 | 32.93 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 113 | 33 | ||||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 3,008 | -14.96 | 866 | 5.74 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 6,090 | 1,754 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 2,730 | -1.05 | 786 | 23.00 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 13,551 | 2.95 | 3,902 | 28.02 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 382,835 | 15.89 | 89,465 | 16.10 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 13 | 4 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 6,577 | 0.00 | 1,840 | 24.76 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 88,599 | 25.64 | 25,515 | 56.20 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 103 | 0.00 | 30 | 26.09 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,220 | 351 | ||||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 12,319 | -0.41 | 3,548 | 23.80 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 5,796 | -61.75 | 1,669 | -52.44 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 13 | 8.33 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 70,726 | 63.79 | 20,368 | 103.65 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 618 | 13.39 | 173 | 40.98 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 1,000 | 0.00 | 288 | 24.24 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 14,779 | 0.38 | 4,252 | 24.69 | ||||
| 2025-06-27 | NP | CLDL - Direxion 每日云计算牛市 2 倍股票 | 828 | -22.25 | 193 | -22.18 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 59 | 1.72 | 0 | |||||
| 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 | 4,365 | -4.44 | 1,257 | 18.81 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 204,943 | -2.56 | 59,019 | 21.14 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 3,485 | 967 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 3,217 | -22.78 | 926 | -3.94 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 27 | 8.00 | 8 | 40.00 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,759 | 0.34 | 507 | 24.63 | ||||
| 2025-06-18 | NP | NWSAX - 全国小型公司成长基金 A 类 | 18,870 | -18.92 | 4,410 | -18.77 | ||||
| 2025-06-26 | NP | HFMCX - 哈特福德中型股基金 A 类 | 464,921 | -3.41 | 108,647 | -3.23 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 616,742 | -1.84 | 177,609 | 22.04 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 313 | 38.50 | 90 | 73.08 | ||||
| 2025-06-24 | NP | KLCAX - 联邦考夫曼大盘基金 A 类股票 | 30,834 | -21.81 | 7,206 | -21.67 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 838 | -6.16 | 234 | 17.00 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 753 | 217 | ||||||
| 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 | 609,377 | 6.13 | 175,489 | 38.60 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 4,070 | 0.00 | 1,172 | 24.42 | ||||
| 2025-08-14 | 13F | 利诺尼亚合伙公司 | 2,071,074 | 12.77 | 596,428 | 40.20 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 3,604 | 1,038 | ||||||
| 2025-08-28 | 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 | 363 | -46.38 | 105 | -33.33 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,113 | 6.10 | 321 | 32.23 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 60 | 17 | ||||||
| 2025-07-23 | 13F | 慢资本公司 | 24,464 | 1.73 | 7,045 | 26.49 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 5,478 | 1,578 | ||||||
| 2025-07-29 | NP | NQCFX - Northquest资本基金公司 | 1,000 | 288 | ||||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 16 | 0.00 | 5 | 33.33 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 3,360 | -2.21 | 968 | 21.64 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 16,436 | 2.44 | 4,733 | 27.37 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 953 | 825.24 | 274 | 1,091.30 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 102,531 | 30.75 | 29,527 | 62.56 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 9 | 3 | ||||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 8,137 | -0.27 | 2,276 | 24.45 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 7,411 | -1.45 | 2,100 | 19.25 | ||||
| 2025-08-13 | 13F | NKCFO有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 672 | 194 | ||||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 996 | 280 | ||||||
| 2025-08-12 | 13F | 伊萨卡集团有限公司 | 54,725 | 3.75 | 15,760 | 28.98 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 1,464 | -3.75 | 422 | 19.60 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 34,722 | 0.50 | 9,999 | 24.96 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 2,086 | 27.58 | 596 | 70.77 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 3,316,274 | 2.65 | 955,030 | 27.62 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | TenCore 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 14,538 | -0.08 | 4,187 | 24.21 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 13,722 | -1.02 | 3,952 | 23.05 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 1,713 | -3.00 | 493 | 20.54 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,561 | 132.11 | 1,313 | 188.57 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,383 | 5.65 | 398 | 44.73 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 12,239 | -2.35 | 3,455 | 18.98 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 7,890 | -71.20 | 2,272 | -64.20 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 3,523 | -1.76 | 1,015 | 22.17 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 7,778 | -12.21 | 2 | 0.00 | ||||
| 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 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 174 | 4.82 | 50 | 31.58 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 588 | -16.95 | 164 | 33.33 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 306 | -81.71 | 88 | -77.26 | ||||
| 2025-06-26 | NP | FACDX - 富达顾问医疗保健基金 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 | 280,000 | -12.50 | 65,433 | -12.34 | ||||
| 2025-07-24 | NP | FSPHX - 医疗保健产品组合 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 | 400,000 | -25.23 | 111,880 | -6.70 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 344 | 39.84 | 99 | 76.79 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通美国科技领袖基金 Y 级 | 1,325 | -8.62 | 382 | 13.73 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 3,392 | 977 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 4,471 | 51.71 | 1,047 | 68.60 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 25,900 | 43.89 | 7,459 | 78.89 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 14,000 | 8.53 | 4,032 | 34.91 | |||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 28 | 8 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 2,453 | -67.96 | 706 | -60.18 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 75 | 0.00 | 18 | 0.00 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,386,149 | 9.30 | 399,183 | 35.89 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 116,166 | -14.95 | 27,147 | -14.80 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 6,712 | 2.79 | 1,933 | 5.81 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 35 | -5.41 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 40,115 | -1.08 | 11,552 | 23.00 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 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 | 2,100,000 | -15.86 | 604,758 | 4.61 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,274,735 | 3.87 | 367,098 | 29.15 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 54,147 | -9.26 | 16 | 15.38 | ||||
| 2025-08-26 | NP | WFSTX - 富国银行专业技术基金 A 类 | 66,380 | 0.00 | 19,116 | 24.33 | ||||
| 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 | 30,700 | -27.17 | 7,174 | -27.03 | ||||
| 2025-07-29 | 13F | 康威资本管理有限公司 | 905 | 0.00 | 261 | 24.40 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 221,466 | -6.62 | 63,778 | 16.10 | ||||
| 2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 184 | -62.98 | 53 | -54.78 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 144,705 | 85.69 | 41,672 | 130.87 | ||||
| 2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 5,897 | -1.39 | 1,698 | 22.53 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 2,160 | 604 | ||||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 220 | 51 | ||||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 903 | -3.22 | 260 | 20.37 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 68 | 20 | ||||||
| 2025-08-07 | 13F | SFE投资顾问 | 798 | 230 | ||||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长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 | 88 | 25 | ||||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 20 | 0.00 | 6 | 25.00 | ||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 24,053 | 395.53 | 6,927 | 516.19 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 46,865 | 3.99 | 13,496 | 29.30 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 43,760 | -51.11 | 12,602 | -39.21 | ||||
| 2025-08-05 | 13F | 蒙塔纳罗资产管理有限公司 | 35,800 | -11.01 | 10,310 | 10.64 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 5,051 | 0.16 | 1,413 | 24.96 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准 | 6,855 | 0.00 | 1,974 | 24.39 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,476 | -2.45 | 0 | |||||
| 2025-08-04 | 13F | 联合银行 | 12,175 | 11.20 | 4 | 50.00 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 3,168 | 16.99 | 886 | 46.20 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 119 | -95.77 | 28 | -97.12 | ||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 5,632 | -1.83 | 1,622 | 22.06 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 1,890 | -0.63 | 1 | |||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 443 | 107.98 | 128 | 159.18 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 2,326 | -21.23 | 670 | -2.19 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 1,434 | 2.36 | 407 | 23.78 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 3 | 1 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 1,255 | 0.00 | 293 | 0.34 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 214,059 | 2.23 | 61,645 | 27.10 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,406 | -16.80 | 405 | 3.32 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 3,458,013 | 9.70 | 995,849 | 36.38 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 21 | 0.00 | 6 | 50.00 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 21,313 | 21.27 | 6,138 | 50.79 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,614 | 5.91 | 465 | 31.44 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 326 | -4.40 | 94 | 19.23 | ||||
| 2025-07-31 | 13F | 城邦银行 | 25 | 0.00 | 7 | 40.00 | ||||
| 2025-08-14 | 13F | 4D 顾问有限公司 | 20,000 | -20.00 | 5,760 | -0.54 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,500 | -15.35 | 6,192 | 5.24 | ||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 4,812 | 1,346 | ||||||
| 2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 917 | -0.65 | 256 | 24.27 | ||||
| 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 | 48,960 | 0.00 | 11,441 | 0.18 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 1,011 | -27.68 | 291 | -9.91 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 9,492 | -3.30 | 2,655 | 20.64 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 17,767 | 3.18 | 5,117 | 28.28 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 99,464 | 30.85 | 28,644 | 62.68 | ||||
| 2025-07-24 | NP | FMED - 富达颠覆性医药 ETF | 6,381 | 23.16 | 1,785 | 53.66 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 182,350 | 6.01 | 51,003 | 32.29 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 5,400 | 14.89 | 1,510 | 43.40 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 63,343 | -20.45 | 18 | 0.00 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 32,800 | 30.68 | 9,446 | 62.48 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 513,323 | 2.95 | 147,827 | 28.00 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 59 | -10.61 | 17 | 6.67 | ||||
| 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 | 2,983 | 0.00 | 859 | 24.49 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 83,395 | -1.41 | 24,016 | 22.58 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 19,700 | 0.00 | 5,673 | 24.33 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 7,174 | 4.05 | 2,066 | 29.30 | ||||
| 2025-08-08 | 13F | KBC 集团 | 55,168 | 17.59 | 16 | 50.00 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 283,552 | -0.51 | 81,657 | 23.70 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 10,470 | -19.33 | 3,015 | 0.30 | ||||
| 2025-06-25 | NP | ARKG - ARK 基因组革命 ETF | 50,070 | -21.54 | 11,701 | -21.40 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 12,897 | -15.40 | 3,714 | 5.21 | ||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 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 | 23,516 | 4.58 | 5,447 | 15.23 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 12,057 | 1.98 | 3,472 | 26.81 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 59 | 13.46 | 14 | 8.33 | ||||
| 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 | 266 | -4.66 | 62 | -4.62 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 68,950 | 2.15 | 20 | 26.67 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 714,810 | 43.30 | 205,851 | 78.17 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 3,256 | -2.51 | 938 | 21.22 | ||||
| 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 | 68,648 | -1.53 | 19,769 | 22.43 | ||||
| 2025-08-13 | 13F | 马克纳资本管理有限公司 | 75,637 | 21,782 | ||||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 20 | 0.00 | 6 | 25.00 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 418,453 | -8.51 | 120,506 | 13.74 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 11,084 | 20.10 | 3,100 | 49.90 | ||||
| 2025-07-31 | 13F | 沙克投资有限公司/哦 | 4,182 | -8.37 | 1,204 | 13.91 | ||||
| 2025-05-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,996 | 9.73 | 558 | 37.10 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 31,948 | 0.00 | 7,466 | 0.17 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 45,176 | 1.29 | 13,010 | 25.92 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 19,172 | 0.86 | 5,521 | 25.42 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 59,300 | 10.29 | 17,077 | 37.13 | ||||
| 2025-08-11 | 13F | 铜叶资本有限责任公司 | 2,510 | 0.68 | 723 | 25.13 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 56,647 | -14.84 | 16,054 | 3.06 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 5,167 | 64.19 | 1,488 | 104.26 | ||||
| 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 | 383 | 0.26 | 107 | 25.88 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 18,768 | -1.15 | 5,405 | 22.90 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 14,981 | 9.06 | 4,314 | 35.62 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 13,088 | 3,661 | ||||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 151,629 | -13.66 | 35,434 | -13.50 | ||||
| 2025-04-16 | 13F | 新英格兰研究与管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 265,201 | -2.45 | 76,373 | 34.16 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 8,823 | 750.82 | 2,062 | 755.19 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 8,353 | 10.61 | 2,405 | 37.51 | ||||
| 2025-05-15 | 13F | 伍德莱合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 2,100 | 0.00 | 605 | 24.28 | ||||
| 2025-05-12 | 13F | 伯杰金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 16 | 0.00 | 5 | 33.33 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 50.00 | 1 | |||||
| 2025-08-05 | 13F | 关键金融公司 | 154 | 0.00 | 44 | 25.71 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 9,934 | 1,070.08 | 2,861 | 1,381.87 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 13,783 | -11.59 | 3,969 | 9.91 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 98,112 | 6.92 | 22,928 | 7.12 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 30,477 | -17.24 | 8,777 | 2.88 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 1,822 | -54.83 | 525 | -43.90 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 869 | 11.55 | 250 | 38.89 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 115 | -44.17 | 33 | -29.79 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 801 | 231 | ||||||
| 2025-08-22 | NP | FTRNX - 富达趋势基金 | 7,000 | 0.00 | 2,016 | 24.31 | ||||
| 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 | 421 | 13.48 | 121 | 42.35 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 43,728 | -12.89 | 12,593 | 8.30 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 3,640 | -50.88 | 1,048 | -38.93 | ||||
| 2025-05-28 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 21,392 | 10.31 | 6,161 | 37.13 | ||||
| 2025-05-29 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 40 | -21.57 | 12 | 0.00 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 357,999 | 2.66 | 103,097 | 27.63 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 24,725 | -2.54 | 7 | 40.00 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 14,163 | 0.41 | 4,079 | 24.82 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 4,131 | 15.49 | 1,190 | 43.60 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 3,768 | 333.10 | 1,085 | 439.80 | ||||
| 2025-06-18 | NP | NWZLX - 全国卢米斯全盘成长基金 A 类 | 13,923 | -3.14 | 3,254 | -2.98 | ||||
| 2025-08-28 | 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 | 350 | -52.83 | 101 | -41.52 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,558 | 69.53 | 364 | 70.09 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 美国中小型股票基金 4 类 | 291 | 0.00 | 84 | 23.88 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 8,665 | -22.96 | 2,495 | -4.22 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 1,500 | 0 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 759 | -15.20 | 219 | 5.31 | ||||
| 2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 2,212,076 | 6.05 | 516,940 | 6.25 | ||||
| 2025-08-14 | 13F | 内洛尔资本管理有限责任公司 | 311,345 | -8.79 | 89,661 | 13.40 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 2,023 | -1.22 | 583 | 22.78 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 3,360 | -2.21 | 968 | 21.64 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 261,175 | 31.53 | 74,945 | 63.13 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 1,626 | -23.98 | 468 | -5.45 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 34,795 | -15.31 | 9,732 | 5.69 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 14,971,425 | 1.43 | 4,311,471 | 26.10 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 17,549 | -13.82 | 5,054 | 7.15 | ||||
| 2025-08-14 | 13F | 路线一投资公司，有限合伙人 | 155,100 | 44,666 | ||||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 2,460 | 2.03 | 708 | 26.88 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 33 | -25.00 | 8 | -30.00 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 30,744 | -0.98 | 8,854 | 23.11 | ||||
| 2025-07-21 | 13F | 堪萨斯信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 马丁可利有限公司 | 239,579 | -3.43 | 68,994 | 20.06 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 44,711 | -66.53 | 12,506 | -58.23 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 233 | 30.90 | 54 | 31.71 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 366 | -3.43 | 0 | |||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 123 | 21.78 | 35 | 52.17 | ||||
| 2025-07-30 | 13F | 工作室投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | AGRFX - AB成长基金A类 | 96,376 | 6.60 | 22,522 | 6.80 | ||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 2,174 | 65.45 | 626 | 105.92 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 19,008 | -6.81 | 4,442 | -6.64 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 50 | 12 | ||||||
| 2025-08-14 | 13F | 第一基金会顾问 | 24,560 | 0.11 | 7,073 | 24.46 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 3,013 | 0.27 | 868 | 24.57 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 2,679 | 1.79 | 771 | 26.60 | ||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 34,540 | 3.63 | 9,947 | 28.83 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 205,601 | 32.29 | 59,209 | 64.47 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 19,208 | 2.26 | 5,532 | 27.15 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 1,880 | -14.74 | 541 | 6.08 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 4,347 | -13.87 | 1,252 | 7.01 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 5,037 | -16.36 | 1,451 | 4.02 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 2,883 | 20.98 | 806 | 50.94 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 742 | -3.89 | 208 | 19.65 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 730 | 210 | ||||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦考夫曼基金 II 主要股票 | 2,928 | -2.40 | 843 | 21.47 | ||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 7,542 | -16.13 | 1,762 | -15.98 | ||||
| 2025-06-24 | NP | JDOC - 摩根大通医疗保健领袖 ETF | 426 | -20.67 | 100 | -20.80 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 829 | 239 | ||||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | Call | 237 | 0.00 | 1,794 | 72.17 | |||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 511 | 0.00 | 147 | 24.58 | ||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 3,292 | 769 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 28 | 3.70 | 8 | 33.33 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 122 | -41.90 | 35 | -27.66 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 174,428 | -13.58 | 50,232 | 7.44 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 3,707 | 63.66 | 1,068 | 103.63 | ||||
| 2025-08-06 | 13F | 南州公司 | 69 | -81.70 | 20 | -78.16 | ||||
| 2025-08-29 | NP | TMDIX - AMG TimesSquare 中型成长基金 Z 级 | 144,285 | 3.96 | 41,551 | 29.26 | ||||
| 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 | 48,859 | 0.82 | 11,418 | 1.00 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 4,168 | 1,166 | ||||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 9 | -30.77 | 3 | -33.33 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 6,571 | 12.61 | 1,892 | 40.04 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 405,245 | 148.72 | 116,702 | 209.23 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 19,391 | 8.52 | 6 | 25.00 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 邓克街公司 | 257 | 0.00 | 74 | 25.42 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 3,578 | 9.09 | 1,030 | 35.70 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,345 | 12.10 | 963 | 39.36 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 193 | 56 | ||||||
| 2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 5,000 | 1,168 | ||||||
| 2025-08-14 | 13F | 信托信托公司 | 9,224 | -0.38 | 2,656 | 23.88 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 5,043 | 0.04 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 27 | 28.57 | 8 | 75.00 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 78,147 | 0.76 | 21,858 | 25.74 | ||||
| 2025-08-13 | 13F | 资本财富有限公司 | 950 | 0.00 | 274 | 24.09 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 902 | 0.00 | 260 | 21.60 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 2,280 | -7.05 | 657 | 15.49 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 51,742 | -24.37 | 15 | -6.67 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 2,013 | -8.00 | 580 | 14.43 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 2,363 | 680 | ||||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 588 | 5.19 | 137 | 5.38 | ||||
| 2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 119,680 | -3.76 | 34,465 | 19.66 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 291,500 | 98.30 | 83,946 | 146.54 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 196,000 | -51.90 | 56,444 | -40.20 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | 7,558 | 2,177 | ||||||
| 2025-08-26 | NP | DFDMX - DF Dent 中型成长基金投资者股票 | 53,427 | -17.59 | 15,386 | 2.45 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 9,078 | 0.00 | 2,614 | 24.36 | ||||
| 2025-06-25 | NP | FXH - 第一信托医疗保健 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 | 53,121 | -17.30 | 12,414 | -17.15 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 755 | 217 | ||||||
| 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 | 11,233 | 825.29 | 3,235 | 1,050.89 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 1,896 | -9.41 | 537 | 9.59 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 931 | 268 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 18,500 | -43.94 | 5,328 | -30.30 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 48,085 | 1.99 | 13,848 | 26.80 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 11,195 | 0.75 | 3,212 | 24.80 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 1,142 | -27.95 | 325 | -11.72 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 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 | 11,357 | 0.00 | 3,271 | 24.33 | ||||
| 2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 107 | 0.00 | 30 | 26.09 | ||||
| 2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 300,650 | 0.00 | 86,581 | 24.33 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 9,703 | 2.54 | 2,794 | 27.52 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 3,987 | -2.92 | 1,148 | 20.72 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 48,445 | 0.00 | 11,321 | 0.19 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 107,391 | -0.61 | 30,927 | 23.57 | ||||
| 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 | 495,286 | 6.44 | 115,743 | 6.64 |
