机构投资人持股和股东
Vulcan Materials Company (DE:VMC) 有 1765 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 151,835,374 股股票。 最大股东包括 Vanguard Group Inc, State Farm Mutual Automobile Insurance Co, BlackRock, Inc., Jpmorgan Chase & Co, Principal Financial Group Inc, State Street Corp, PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, and Massachusetts Financial Services Co /ma/ .
Vulcan Materials Company (DB:VMC)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 250.00 / share. Previously, on September 9, 2024, the share price was 206.00 / share. This represents an increase of 21.36% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 3,749,510 | 2.19 | 977,947 | 14.25 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 2,409 | 7.35 | 562 | -2.60 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 16,477 | 21.28 | 4,297 | 35.59 | ||||
| 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 | 293,661 | 1.44 | 77,036 | -2.94 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 1,076,362 | 4.42 | 280,737 | 16.74 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 486 | -1.42 | 127 | 9.57 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 46,829 | 121.69 | 12,214 | 147.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 889 | 0.00 | 232 | 11.59 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,101 | 6.50 | 4,268 | 14.15 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 30,946 | 8,071 | ||||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,908 | 0.31 | 1,036 | 7.48 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 114,336 | 4.97 | 29,994 | 0.45 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 128 | 2.40 | 33 | 13.79 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 678,000 | 285.89 | 176,836 | 285.88 | ||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 992 | 0.71 | 259 | 12.66 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 975 | 0.00 | 254 | 11.89 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 59,048 | 16.42 | 15,490 | 11.41 | ||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 55,397 | -2.77 | 14,449 | 8.71 | ||||
| 2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 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 | 521 | -0.95 | 136 | 10.66 | ||||
| 2025-05-14 | 13F | 阿维斯塔资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 3,230 | 0.00 | 842 | 11.82 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 3,300 | 246.64 | 861 | 287.39 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 3,181 | -88.07 | 843 | -87.21 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 819 | 5.27 | 0 | |||||
| 2025-08-13 | 13F | 阿蒂卡资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 1,547 | 7.58 | 403 | 20.30 | ||||
| 2025-07-24 | 13F | 东方银行 | 16 | 0.00 | 4 | 33.33 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 9,343 | -2.28 | 2,437 | 9.24 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 1,035 | 270 | ||||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 1,175 | -22.54 | 306 | -13.31 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 1,717 | 0.00 | 448 | 11.75 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 25,091 | 0.00 | 6,542 | 11.77 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 85 | 0.00 | 22 | 15.79 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 7,000 | 0.00 | 1,826 | 11.76 | |||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 85,379 | 10.78 | 22,269 | 23.84 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,811 | 25.49 | 2,601 | 34.51 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 6,838 | -3.96 | 1,783 | 7.34 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 975 | 1.04 | 254 | 12.89 | ||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 81,286 | -2.93 | 21,201 | 8.53 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&T银行公司 | 14,288 | 1.30 | 3,727 | 13.25 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 1,521 | 0.00 | 397 | 11.86 | ||||
| 2025-08-14 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 44,500 | -15.39 | 11,606 | -5.40 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 775 | -7.52 | 205 | -0.97 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 7,000 | 0.00 | 1,826 | 11.76 | |||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 130 | -33.33 | 34 | -26.67 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 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 | 577,991 | -17.72 | 150,752 | -8.02 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 248,683 | -2.39 | 64,862 | 9.12 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 866 | 226 | ||||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -2,652 | -692 | |||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 457 | 6.53 | 121 | 14.15 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 3,552 | 5.84 | 926 | 18.41 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 2,455 | 11.44 | 640 | 24.76 | ||||
| 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 | 4,657 | 9.11 | 1,222 | 4.36 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 9 | 2 | ||||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 10,028 | -44.34 | 2,616 | -37.78 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 3,344 | -48.24 | 872 | -42.14 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 1,337 | 0.00 | 349 | 11.90 | ||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 33,050 | -10.43 | 8,620 | 0.14 | ||||
| 2025-04-16 | NP | CLSE - 融合多/空股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | CZAR - 主题自然垄断 ETF | 17 | 0.00 | 4 | 33.33 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 8,867 | 0.05 | 2,350 | 7.26 | ||||
| 2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 723,104 | -4.09 | 188,601 | 7.23 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,472 | 51.60 | 384 | 69.47 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,592 | 16.80 | 415 | 30.91 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 2,093 | 17.52 | 549 | 12.50 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,265 | -0.26 | 7,894 | 11.50 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 3,346 | -1.59 | 873 | 9.96 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 20,199 | 5,268 | ||||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 7,934 | -1.47 | 2,069 | 10.17 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 3 | 50.00 | 1 | |||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 10,693 | -14.80 | 2,789 | -4.75 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,458 | 13.02 | 386 | 21.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 67 | -90.47 | 17 | 13.33 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,024 | 2.12 | 556 | 6.94 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 2,712 | -5.70 | 707 | 5.52 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 39,914 | -4.91 | 10,410 | 6.31 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 1,000 | 0.00 | 261 | 11.59 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 1,166 | 304 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 343 | -20.42 | 89 | -11.00 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 91 | 0.00 | 24 | 9.52 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,100 | 287 | |||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 331 | -21.19 | 87 | -25.22 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 2,003 | 0.70 | 522 | 12.50 | ||||
| 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 | 3,150 | 2.67 | 826 | -1.78 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,460 | 7.89 | 1,163 | 20.64 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 725 | 36,150.00 | 189 | |||||
| 2025-05-22 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 10,375 | -5.84 | 2,420 | -14.61 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 3,900 | -76.07 | 1,017 | -73.25 | |||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 17 | 4 | ||||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 7,101 | 0.00 | 1,852 | 11.84 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,213 | 1.24 | 577 | 13.14 | ||||
| 2025-05-14 | 13F | 艾尔伍德资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 43,559 | 5.96 | 11,370 | 18.59 | ||||
| 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 | 21,500 | -50.80 | 5,640 | -52.92 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 638 | -48.88 | 166 | -48.29 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 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 | 44,242 | 34.95 | 11,727 | 24.15 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 3,929 | 15.66 | 1,025 | 29.29 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,684 | -0.91 | 1,482 | 10.76 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,586 | 0.42 | 10,385 | -3.91 | ||||
| 2025-05-14 | 13F | 优化财务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 法国外贸银行 | 35,923 | 9,369 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 23,100 | 13.79 | 6,056 | 28.09 | |||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 1,299 | -6.21 | 339 | 4.64 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 2,100 | -12.50 | 551 | -1.61 | |||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 70 | 14.75 | 19 | 20.00 | ||||
| 2025-07-29 | NP | YCGEX - YCG增强基金R级股票 | 12,275 | 3,254 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 114 | -18.57 | 30 | -9.37 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,644 | 64.73 | 429 | 84.48 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 1,420 | 54.18 | 370 | 72.90 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 11,265 | -6.59 | 2,938 | 4.44 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 879,674 | -4.40 | 229,437 | 6.87 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 32,737 | 264.55 | 8,538 | 307.54 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 311 | -8.80 | 81 | 2.53 | ||||
| 2025-07-30 | 13F | 亚当斯自然资源基金公司 | 26,900 | -1.47 | 7,016 | 10.16 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 36,422 | -0.47 | 10 | 12.50 | ||||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 232 | 0.00 | 54 | -8.47 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 244 | 0.00 | 64 | 12.50 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 125,552 | 2.00 | 32,746 | 14.03 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 69 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 891 | 232 | ||||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 2,907 | 11.29 | 763 | 6.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 178 | 0.00 | 46 | 12.20 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 15 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 4,936 | 0.00 | 1,287 | 11.82 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 234,152 | -1.07 | 61,072 | 10.60 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 160 | 6.67 | 42 | 20.59 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 105,901 | -2.26 | 27,621 | 9.27 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,107 | 3.43 | 810 | 15.71 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 894 | -5.70 | 233 | 5.43 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 1,266 | -53.68 | 330 | -48.19 | ||||
| 2025-08-26 | NP | Profunds - Profunds Vp 基础材料 | 1,948 | -6.62 | 508 | 4.53 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 900 | 0.00 | 235 | 11.96 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 1,629 | 432 | ||||||
| 2025-05-29 | NP | MMRFX - MassMutual Select T. Rowe Price 实物资产基金 I 类 | 271 | -91.53 | 63 | -92.35 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 110,666 | 3.87 | 29,252 | 18.85 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 1 | ||||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 902 | 235 | ||||||
| 2025-07-21 | 13F | 山顶国家银行 | 24 | 6 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 4,214 | 0.33 | 1,099 | 12.26 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 75 | 0.00 | 20 | 5.56 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 275 | -38.48 | 64 | -43.86 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 2,540 | 663 | ||||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 125 | 33 | ||||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 35 | 0.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 3,900 | -60.20 | 1,017 | -55.51 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 4,100 | -24.07 | 1,069 | -15.09 | |||
| 2025-05-05 | 13F | 安联资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 18,010 | 1.80 | 4,697 | 13.81 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 2,689 | 0.00 | 701 | 11.80 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 10,413 | 8.02 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 25,054 | -0.49 | 7 | 20.00 | ||||
| 2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 6,607 | 0.00 | 1,751 | 7.23 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 3 | 0.00 | 1 | |||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,835 | 9.68 | 1,531 | 4.94 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 63,029 | -0.10 | 16,439 | 11.69 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 36 | 0.00 | 9 | 12.50 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 3,023 | 0.00 | 788 | 11.77 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 296 | 78 | ||||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 1,376 | 52.04 | 0 | |||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 2,313 | 2.03 | 603 | 14.20 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 127,149 | 3.12 | 29,664 | -6.47 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 217 | -3.56 | 57 | 7.69 | ||||
| 2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 483,361 | 8.00 | 126,800 | 3.34 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 173 | 0.00 | 46 | 7.14 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 2,489 | -85.02 | 581 | -86.43 | ||||
| 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 | 1,006 | 4.79 | 262 | 17.49 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 459,981 | -4.47 | 119,972 | 6.80 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 988,861 | 5.61 | 257,915 | 18.07 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 3,099 | -6.83 | 808 | 4.26 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 774 | -75.10 | 202 | -74.16 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 19,763 | 0.00 | 5,155 | 11.80 | ||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 6 | -85.00 | 2 | -88.89 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 281 | 0.00 | 73 | 12.31 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 11,662 | 0.61 | 3,091 | 7.85 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 2,223 | 1.55 | 519 | -7.99 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 300 | 20.00 | 78 | 34.48 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 678 | 78.89 | 177 | 100.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 35,511 | 0.74 | 9,262 | 12.64 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 15,817 | -0.08 | 4,125 | 11.70 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 660 | 0.00 | 172 | 12.42 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,776 | 724 | ||||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,866 | 4.66 | 2,326 | 0.13 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 20,413 | 6.19 | 5,411 | 13.80 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 5,577 | 3.22 | 1,455 | 15.40 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,158 | 1.21 | 17,516 | 13.15 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 8,894 | 5.77 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 2,500 | -13.79 | 652 | -3.55 | |||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 4,448 | -1.07 | 1,179 | 6.12 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 32,399 | 7.28 | 8,450 | 19.94 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 26,300 | 2.73 | 6,860 | 14.85 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 4,356 | 0.46 | 1,136 | 12.36 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | ASMMX - 景顺峰会基金A级 | 62,820 | -13.18 | 16,480 | -16.93 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,186 | 16.27 | 311 | 11.47 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 28,528 | 6.61 | 7,441 | 19.19 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 4 | 300.00 | 1 | |||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 772 | 2.12 | 201 | 14.20 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 1,503 | 13.18 | 351 | 2.64 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 52,789 | 8.89 | 13,993 | 16.71 | ||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 834 | -10.52 | 219 | -14.51 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 172 | 0.00 | 45 | 10.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 335,498 | -26.13 | 87,505 | -17.42 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 88 | 26 | ||||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 19,216 | 141.29 | 3,447 | 85.52 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 36 | 0.00 | 9 | 12.50 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 428 | 1.66 | 112 | 13.27 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 13,301 | -67.19 | 3,469 | -63.32 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 38,359 | -0.25 | 10,063 | -4.55 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 60,267 | 1.38 | 15,810 | -2.99 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 1,146 | 0.00 | 299 | 11.61 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 22 | 10.00 | 6 | 25.00 | ||||
| 2025-08-07 | 13F | AllGen 财务顾问公司 | 770 | 201 | ||||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 1,028 | 0.00 | 268 | 12.13 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 1,954 | -24.00 | 510 | -15.03 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 294 | 0.00 | 78 | 6.94 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 56,445 | 7.11 | 14,722 | 19.74 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 93,193 | 9.61 | 24,307 | 22.53 | ||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 30 | 8 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,690 | 0.00 | 441 | 11.68 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 38,252 | 10 | ||||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,455 | 0.00 | 386 | 7.24 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,908 | 17.07 | 758 | 30.92 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 50,490 | 0.00 | 13,245 | -4.31 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,926 | 0.36 | 502 | 12.30 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 25,459 | -2.99 | 6,640 | 8.46 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,019,470 | -14.44 | 265,898 | -4.35 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 1,973 | 256.78 | 515 | 298.45 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 28,419 | 0.60 | 7,412 | 12.47 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 1,317 | 344 | ||||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 62,483 | 16,297 | ||||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 105 | 0.00 | 24 | -11.11 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 2,285 | -13.51 | 596 | -3.41 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 89 | 23 | ||||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 18,940 | 4,940 | ||||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 17,024 | 0.00 | 4,440 | 11.81 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 276 | 1,214.29 | 72 | 1,340.00 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 5,603 | 1.85 | 1,470 | -2.59 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 3,447 | 6.26 | 914 | 13.84 | ||||
| 2025-08-04 | 13F | 4wealth 顾问公司 | 1,167 | -1.27 | 304 | 10.55 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 2,531 | -15.10 | 664 | -18.85 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | Short | -1,180 | -73.18 | -310 | -74.38 | |||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 3,022 | 11.10 | 813 | 22.29 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 5,192 | 18.89 | 1,354 | 33.01 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,891 | -5.50 | 493 | 5.79 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 4,254,007 | 1.91 | 1,109,530 | 13.93 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 449 | 117 | ||||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5 | 25.00 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 14,246 | 3,737 | ||||||
| 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 | 7,714 | 2,024 | ||||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 2,008 | 27.65 | 527 | 22.04 | ||||
| 2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 19,895 | -0.38 | 5,189 | 11.38 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 41,021 | -2.84 | 10,761 | -7.02 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 2,680 | 699 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 2,790 | 0.00 | 728 | 11.85 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,034 | 2.06 | 16,701 | 14.10 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,459 | -7.75 | 4,580 | -11.65 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | 亚飞财富 | 25 | 78.57 | 0 | |||||
| 2025-08-14 | 13F | Point72香港有限公司 | 12,032 | 953.59 | 3,138 | 1,079.70 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 11,958 | -0.18 | 3,137 | -4.51 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 253,521 | 7.26 | 66,123 | 19.92 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 28 | 7 | ||||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 12,408 | 1.45 | 3,255 | -2.95 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 81,994 | 2.73 | 21,386 | 14.85 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 23,267 | 2.00 | 6,104 | -2.40 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 2,166 | -42.55 | 565 | -35.84 | ||||
| 2025-08-29 | NP | SUPP - 一号引擎变革供应链 ETF | 2,123 | 0.00 | 583 | 4.86 | ||||
| 2025-05-14 | 13F | 四级咨询服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 2,954 | -42.82 | 771 | -36.10 | ||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 711 | 0.00 | 166 | -9.34 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,694 | 94.04 | 449 | 108.84 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 285 | 0.00 | 74 | 12.12 | ||||
| 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 | 348 | 18.77 | 91 | 13.75 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 1,046 | 0.00 | 273 | 11.48 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 2,682 | 700 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 1,412 | -2.35 | 368 | 9.20 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 613 | -7.96 | 161 | -12.09 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 29,547 | -35.47 | 7,706 | -27.86 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,596 | 194.46 | 416 | 230.16 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 4,737 | 42.64 | 1,236 | 59.56 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 3,513 | 0.00 | 916 | 11.84 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 222,808 | 5.08 | 58,113 | 17.47 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 32 | 0.00 | 8 | 14.29 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 51,436 | 2.37 | 13,634 | 9.72 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 2,361 | 4.84 | 616 | 17.14 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 尼古拉斯公司 | 275,985 | -0.01 | 71,982 | 11.79 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 601,680 | -0.38 | 157,640 | 13.81 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 30,713 | 35.01 | 8,011 | 50.93 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Acap战略基金 | 704,353 | 6.58 | 183,709 | 19.15 | ||||
| 2025-05-28 | NP | CSNR - Cohen & Steers 自然资源主动型 ETF | 348 | 81 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 19,774 | 1.31 | 5,157 | 13.27 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 2,879 | -3.23 | 751 | 8.07 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 29,567 | -51.22 | 7,712 | -45.47 | ||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 1,370 | 0.00 | 357 | 11.91 | ||||
| 2025-07-16 | 13F | 水手投资集团有限公司 | 1,000 | 261 | ||||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 329 | 0.00 | 86 | 0.00 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 5,776 | 0.10 | 1,506 | 11.89 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 5,916 | -3.96 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1,287 | 336 | ||||||
| 2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 5 | 1 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 29,263 | 0.00 | 7,632 | 11.79 | ||||
| 2025-05-02 | NP | VOLMX - 容量基金 | 1,800 | 0.00 | 420 | -9.50 | ||||
| 2025-08-14 | 13F | 德肖公司 | 95,782 | -31.01 | 24,982 | -22.87 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 5,430 | -2.95 | 1,416 | 8.51 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,148,705 | 673.34 | 560 | 775.00 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 6,773 | -0.82 | 1,766 | 10.86 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 574 | 11.24 | 151 | 6.38 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 5,072 | 1,323 | ||||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 13,183 | 1.50 | 3,458 | -2.87 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华特殊机会基金标准类别 | 51,650 | 2.79 | 13,471 | 14.91 | ||||
| 2025-05-30 | NP | PRAFX - T. Rowe Price 实物资产基金公司 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 | 26,737 | -75.48 | 6,238 | -77.76 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 4,176 | 2.55 | 1,089 | 14.75 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 10,162 | -45.77 | 2,650 | -39.37 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 5,473 | -7.68 | 1,428 | 3.26 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 231 | 0.00 | 60 | 13.21 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 155,363 | 4.17 | 40,522 | 16.46 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 979 | 0.10 | 255 | 11.84 | ||||
| 2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 19,881 | 44.45 | 5,270 | 54.83 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,302 | 0.70 | 345 | 8.15 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 359 | 180.47 | 95 | 206.45 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 175,458 | 0.84 | 45,763 | 12.73 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,744 | 77.96 | 455 | 99.12 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 648 | 6.23 | 169 | 19.01 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 10,727 | 5.24 | 2,798 | 17.62 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 406 | 0.00 | 107 | -4.50 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 164 | 0.00 | 43 | -2.27 | ||||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,290 | 106.19 | 8,029 | 121.04 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 220 | 58 | ||||||
| 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 | 3,078 | 2.16 | 803 | 14.25 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 1,789 | 0.39 | 467 | 12.29 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 273 | -7.77 | 72 | -1.37 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 48,501 | 95.63 | 12,650 | 118.74 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 502 | -62.17 | 133 | -59.45 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 2,000 | 0.00 | 522 | 11.80 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 58 | 56.76 | 15 | 66.67 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 1,114 | 1.18 | 291 | 13.28 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 1,470 | -3.67 | 383 | 7.58 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 8,798 | 37.34 | 2,295 | 53.55 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 11 | 3 | ||||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 106 | 0.00 | 28 | 12.50 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 2,462 | -0.53 | 642 | 11.27 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT Omega 成长基金 1 级 | 2,991 | -12.70 | 780 | -2.38 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 1,849 | -5.08 | 482 | -3.79 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 5,164 | -12.90 | 1,347 | -2.68 | ||||
| 2025-07-07 | 13F | 西联银行 | 3,671 | -1.63 | 957 | 10.00 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 57 | 0.00 | 15 | 7.69 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 352 | 0.00 | 92 | |||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 17,052 | -1.54 | 4,520 | 5.53 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 117 | 0.00 | 32 | 18.52 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,079 | -13.47 | 281 | -3.10 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 1,926 | 49.42 | 502 | 51.66 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,844 | -1.25 | 746 | -5.45 | ||||
| 2025-08-28 | NP | VNUAX - Vontobel 美国股票基金 A 股 | 854 | -7.97 | 223 | 2.78 | ||||
| 2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 39,191 | 8.65 | 10,388 | 16.46 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 16,272 | 35.37 | 4,244 | 51.36 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 124 | 0.00 | 32 | 14.29 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 69,776 | 0.75 | 18,199 | 12.63 | ||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 27,990 | 2.16 | 7,300 | 14.38 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 820 | 215 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 35,804 | 9.73 | 9,338 | 22.67 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 3,393 | 0.00 | 885 | 11.76 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 35,683 | 52.94 | 9,307 | 70.97 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 831 | 13.68 | 217 | 27.06 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 5,657 | 63.69 | 1,475 | 83.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 7,209 | 141.35 | 1,880 | 170.11 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 85,752 | -66.48 | 22,366 | -62.52 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 2,238 | 0.90 | 584 | 12.77 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 340 | -6.34 | 89 | 4.76 | ||||
| 2025-07-24 | 13F | 康宁公司 | 893 | -2.19 | 233 | 8.92 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 148 | -9.20 | 39 | -13.64 | ||||
| 2025-07-30 | NP | PAVE - Global X 美国基础设施发展 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 | 799,488 | -5.11 | 211,920 | 1.71 | ||||
| 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 | 4,211 | 10.55 | 1,105 | 5.75 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | Put | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 23 | 9.52 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 20,295 | 0.41 | 5,293 | 12.26 | ||||
| 2025-08-29 | NP | GAUAX - Gabelli 公用事业基金 A 类 | 12,700 | 0.00 | 3,312 | 11.82 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 1,932 | -3.59 | 504 | 7.71 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 976 | -33.20 | 255 | -25.29 | ||||
| 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 | 244,948 | 0.66 | 64,928 | 7.89 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,200 | 6.85 | 8,270 | 14.53 | ||||
| 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 | 46,771 | 20.32 | 12,199 | 34.52 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 12,071 | 2,812 | ||||||
| 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 | 241 | 51.57 | 63 | 46.51 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 450,303 | 2.15 | 117,448 | 14.19 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 1,921 | 0.00 | 501 | 11.83 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,248,900 | 325,738 | ||||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-10 | 13F/A | 民兵资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 17,500 | 0.00 | 4,564 | 11.81 | ||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 2,235 | 53.82 | 583 | 71.98 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,138 | 19.66 | 2,157 | 28.32 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 333,831 | -0.39 | 87,070 | 11.36 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 195 | 9.55 | 45 | 0.00 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 22,594 | 0.00 | 5,927 | -4.31 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 222 | 58 | ||||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 1,887 | -0.79 | 492 | 11.06 | ||||
| 2025-07-14 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 847 | 0.24 | 221 | 1.38 | ||||
| 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 | 189,628 | 8.58 | 50,265 | 16.38 | ||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 4,644 | 151.84 | 1,218 | 141.19 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 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 | 21,320 | 91.93 | 5,561 | 114.59 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,153 | -81.05 | 301 | -78.86 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | 考德威尔证券公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 10,574 | -15.52 | 2,467 | -23.39 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 241,022 | 0.39 | 63 | 14.55 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 84 | 6.33 | 22 | 15.79 | ||||
| 2025-06-25 | NP | FMAT - 富达 MSCI 材料指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,724 | -23.15 | 10,945 | -26.47 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 593 | 105.19 | 156 | 96.20 | ||||
| 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 | 8,627 | -2.22 | 2,287 | 4.77 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 79,856 | 2.25 | 20,828 | 14.32 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 329,469 | -11.95 | 85,589 | -1.82 | ||||
| 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 | 1,599,436 | -0.04 | 417,165 | 11.75 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 183 | -0.54 | 48 | 11.90 | ||||
| 2025-07-25 | NP | OTCAX - MFS 中型成长基金 A | 853,316 | -6.61 | 226,188 | 0.10 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 12 | -14.29 | 3 | 0.00 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 301 | -47.74 | 83 | -36.92 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 26,845 | 13.42 | 7,002 | 26.81 | ||||
| 2025-07-18 | 13F | 宾夕法尼亚资本管理公司 /adv | 15,791 | 0.00 | 4,119 | 11.78 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,015 | 8.16 | 534 | 16.09 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 2 | -33.33 | 1 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 2,244 | 4.42 | 585 | 16.77 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 800 | 209 | ||||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 33,903 | -8.98 | 8,894 | -12.91 | ||||
| 2025-05-29 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 242 | 1.68 | 56 | -8.20 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 5,139 | 1,340 | ||||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,270 | 23.50 | 595 | 18.29 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 1,000 | 261 | ||||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 160,654 | -15.32 | 41,902 | -5.33 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -4,797 | 3.97 | -1,251 | 16.26 | |||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 7,066 | 12.93 | 1,843 | 26.25 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 2,100 | 0.00 | 548 | 11.86 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 6,683 | -15.71 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 5,983 | -50.29 | 1,560 | -44.42 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 1,841 | 455 | ||||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 3,899 | 3.56 | 1,017 | 15.72 | ||||
| 2025-08-15 | 13F | FFT财富管理有限公司 | 2,497 | 0.00 | 704 | 20.96 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 17 | -5.56 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 42,973 | 4.65 | 11,208 | 17.01 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 3,749 | 978 | ||||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 183,377 | 15.86 | 48,105 | 10.86 | ||||
| 2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 6,395 | -10.95 | 1,668 | -12.40 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 1,613 | 0.00 | 421 | 11.70 | ||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 2,881 | -18.64 | 751 | -9.08 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 3,156 | -1.53 | 823 | 10.17 | ||||
| 2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,820 | -1.19 | 16,124 | 10.46 | ||||
| 2025-04-28 | NP | GIMFX - 转基因生物实施基金 | 1,676 | 414 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 13,237 | 0.00 | 3,452 | 11.79 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 34 | 9 | ||||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 800 | 0.00 | 209 | 11.83 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 67,349 | -0.02 | 17,566 | 11.77 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 4,384 | 1,143 | ||||||
| 2025-08-08 | 13F | 切罗基保险公司 | 2,900 | 0.00 | 756 | 11.83 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 83,456 | 21,767 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 200 | -89.89 | 52 | 13.04 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 9,877 | -3.33 | 2,576 | 8.10 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,047 | 17.47 | 4,784 | 25.90 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 116,859 | 0.00 | 30,656 | -4.31 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 5,671 | 26.56 | 1,479 | 41.53 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,315 | -1.42 | 0 | |||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 27,930 | -7.03 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 1,065 | -54.58 | 0 | |||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 137,896 | -0.85 | 35,966 | 10.85 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 15,384 | 4,012 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 45,828 | 321.10 | 11,953 | 370.74 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 203 | 3.05 | 53 | 15.56 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 7,530 | 164.86 | 1,964 | 196.08 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 871 | 0.00 | 227 | 11.82 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 167,982 | 0.05 | 43,815 | 11.86 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 37,085 | -11.61 | 9,673 | -1.18 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 276 | -62.35 | 72 | -62.23 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 6,793 | -4.12 | 1,772 | 7.20 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 420,642 | 58.67 | 109,712 | 77.39 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 94,800 | 76.87 | 24,726 | 97.74 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 73,800 | 282.38 | 19,249 | 327.54 | |||
| 2025-07-23 | 13F | 独角鲸资本管理公司 | 122,835 | -0.50 | 32,038 | 11.24 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 812 | 0 | ||||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 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 | 8,397 | -12.17 | 2,203 | -15.99 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 38,611 | 1.10 | 10,071 | 13.03 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 30 | 8 | ||||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 1,502 | 392 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 96 | 25 | ||||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 1,123 | 0.18 | 293 | 11.88 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 1,985 | 518 | ||||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 53,596 | 0.13 | 13,979 | 11.93 | ||||
| 2025-08-12 | 13F | 戈珀·布克哈特有限责任公司 | 1,506 | -38.73 | 393 | -31.59 | ||||
| 2025-03-25 | 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 | 7,452 | -3.63 | 2,043 | -3.77 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 6,719 | 0.67 | 1,753 | 12.52 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 9,257 | 824.78 | 2,414 | 936.05 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 18,849 | 6.11 | 4,916 | 18.63 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,666,116 | 0.73 | 441,637 | 7.97 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 103 | -5.50 | 27 | -6.90 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 中盘价值基金机构类 | 10,021 | -6.35 | 2,614 | 4.69 | ||||
| 2025-08-29 | NP | VNVAX - Vaughan Nelson 价值机会基金 A 类 | 22,445 | -8.59 | 5,854 | 2.20 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 1,492 | 0.00 | 389 | 11.78 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 3,355 | 5.57 | 880 | 1.03 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 6 | -64.71 | 2 | -75.00 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -11,885 | -42.82 | -3,100 | -36.08 | |||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 37,337 | 1.54 | 9,738 | 13.52 | ||||
| 2025-08-14 | 13F | 桑德勒资本管理公司 | 6,661 | 1,737 | ||||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 8 | 0.00 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 60 | 7.14 | 16 | 15.38 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 2,151 | 4.88 | 564 | 0.36 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 1,665 | -17.45 | 434 | -7.66 | ||||
| 2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 4,408,565 | 8.49 | 1,156,499 | 3.82 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 7,210,443 | 10.80 | 1,880,641 | 23.87 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 4,845 | -0.14 | 1,264 | 11.67 | ||||
| 2025-08-26 | NP | WFMDX - 富国银行特殊中型价值基金管理员班 | 1,218,050 | 5.91 | 317,692 | 18.41 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 2 | 1 | ||||||
| 2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 11,429 | -1.49 | 2,981 | 10.13 | ||||
| 2025-08-01 | 13F | 美国金融与税务策略公司 | 2,688 | 0.00 | 701 | 11.80 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 2,133 | 0.00 | 556 | 11.87 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 6,425 | 3.86 | 1,676 | 16.08 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 900 | 0.00 | 235 | 11.96 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 1,326 | -4.67 | 346 | 6.48 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 61,751 | 1.97 | 16 | 14.29 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 1,000 | 0.00 | 233 | -9.34 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 859 | 0.00 | 224 | 12.00 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 515 | 10.75 | 137 | 19.30 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 204 | 284.91 | 53 | 341.67 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 221,990 | -5.02 | 58,094 | 7.00 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 482,500 | -3.11 | 125,846 | 8.32 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 3,004 | -0.30 | 701 | -9.68 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 152 | 0.00 | 40 | 11.43 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 11,570 | 4.43 | 3,018 | 16.76 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 16,169 | -32.50 | 4,217 | -24.53 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 12,990 | -25.24 | 3,388 | -24.19 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 14,875 | 48.22 | 4 | 50.00 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 386 | 0.00 | 102 | 7.37 | ||||
| 2025-08-27 | NP | FIUSX - 特拉华机会基金 A 类 | 28,560 | 0.00 | 7,449 | 11.80 | ||||
| 2025-08-08 | 13F | KBC 集团 | 74,187 | -1.37 | 19 | 11.76 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 1,450 | 7.49 | 378 | 20.38 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 1,059 | 8.84 | 278 | 4.14 | ||||
| 2025-05-28 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 6,236 | -1.25 | 1,455 | -10.47 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 7,887 | -8.58 | 2,069 | -12.56 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,366 | 0.00 | 22,787 | 11.79 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 26,923 | 16.75 | 7 | 40.00 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,900 | -31.19 | 3,625 | -23.07 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 64,615 | 11.43 | 16,853 | 24.57 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 306 | 29.11 | 80 | 25.00 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 255,296 | -1.52 | 66,586 | 10.09 | ||||
| 2025-08-27 | NP | WVALX - 价值基金 - 投资者类别 | 120,000 | 0.00 | 31,298 | 11.79 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 8,297 | 0.00 | 2,164 | 11.83 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 50.00 | 1 | |||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 207,524 | 19.22 | 54 | 35.00 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 948 | 43.42 | 247 | 60.39 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,145 | 23.92 | 299 | 38.60 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 112,362 | -5.26 | 29,306 | 5.91 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 796 | 5.01 | 211 | 12.30 | ||||
| 2025-05-19 | 13F | 游戏计划财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 29 | 0.00 | 8 | 16.67 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 19,251 | 14.85 | 5,103 | 23.09 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 100 | 0.00 | 26 | 13.04 | ||||
| 2025-05-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 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 | 3,016 | -0.85 | 704 | -10.10 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 4,509 | -92.94 | 1 | -92.86 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 726 | 11.52 | 189 | 16.67 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 54 | 8.00 | 14 | 7.69 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 2,600 | 21.95 | 678 | 36.42 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 2,896 | -4.92 | 760 | -9.10 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 17,847 | -1.15 | 4,655 | 10.49 | ||||
| 2025-07-11 | 13F | 迪恩退休策略公司 | 17,942 | 1.52 | 4,681 | 13.51 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 3,136 | -37.67 | 818 | -28.27 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 51,902 | 1.96 | 13,537 | 14.00 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 3,822 | -14.76 | 1 | -100.00 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 8 | 0.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 6,800 | 1,774 | ||||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 56 | 0.00 | 13 | -7.14 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 3,586 | 935 | ||||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 4,575 | -9.24 | 1,193 | 1.45 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 47 | 0.00 | 12 | 20.00 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 4,596 | 9.85 | 1,199 | 22.75 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 488 | 3.39 | 114 | -6.61 | ||||
| 2025-08-08 | 13F | 创意策划 | 26,180 | 43.85 | 6,828 | 60.81 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 98 | -11.71 | 0 | |||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 805 | -17.18 | 211 | -20.68 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,379 | 166.42 | 1,403 | 197.66 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 57,952 | -24.23 | 15,115 | -15.29 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,012 | 16.43 | 5,774 | 11.42 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 811 | 212 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 34 | 230.00 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 80,709 | -0.09 | 21,050 | 11.69 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 987 | 257 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 49,837 | -7.06 | 13 | 0.00 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 10,076 | 0.34 | 2,628 | 12.21 | ||||
| 2025-08-06 | 13F | 南州公司 | 106 | -16.54 | 28 | -6.90 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 5,357 | 8.09 | 1,397 | 20.85 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 11 | 37.50 | 0 | |||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 1,015 | 265 | ||||||
| 2025-04-14 | 13F | IMC-芝加哥有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-05-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 13,559 | -11.78 | 3,163 | -19.98 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 406 | -30.36 | 106 | -22.79 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,168 | 4.33 | 3,717 | -0.16 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,022 | 7.47 | 267 | 19.82 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 41,214 | 5.15 | 10,749 | 17.55 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 440 | -40.86 | 117 | -36.61 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,829 | 6.87 | 4,991 | 14.55 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 87 | 23 | ||||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 5,212 | -12.80 | 1,359 | -2.51 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,615 | -43.75 | 682 | -42.93 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 174 | -3.33 | 45 | 9.76 | ||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 110,225 | -69.61 | 28,749 | -66.03 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 1,247 | -3.11 | 325 | 8.33 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,552,127 | 2.74 | 404,826 | 14.86 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 46,396 | 100.90 | 12 | 140.00 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 20 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 87,498 | 37.55 | 22,821 | 53.77 | ||||
| 2025-05-28 | NP | BBGLX - Bridge Builder 大盘成长基金 | 3,184 | -17.13 | 743 | -24.90 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 43,351 | 40.72 | 11,307 | 57.31 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 3,089 | 0.62 | 806 | 12.43 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 13,776 | -0.64 | 3,593 | 11.10 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 36,022 | 3.51 | 9,395 | 15.73 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 4,476 | 1.27 | 3,143 | 204.85 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 232 | 866.67 | 61 | 1,100.00 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 3,482 | -2.52 | 908 | 9.00 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 181,689 | -46.72 | 47,388 | -40.43 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 21,385 | 0.76 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 35 | 9.38 | 9 | 12.50 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 749 | 0.00 | 199 | 7.03 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 8,521 | 0.26 | 2,235 | -4.08 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 92,377 | -69.20 | 24,094 | -65.57 | ||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 1,737,728 | -9.66 | 460,620 | -3.18 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,425 | 372 | ||||||
| 2025-05-06 | 13F | 摄政资本管理公司\DE | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 40 | 263.64 | 10 | 400.00 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 3,400 | -5.56 | 887 | 5.60 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 1,329 | 0.00 | 0 | |||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 293,966 | 20.68 | 76,672 | 34.91 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 1,680 | 5.99 | 438 | 18.70 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 211,008 | 413.91 | 55,035 | 474.54 | ||||
| 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 | 40,523 | 8.31 | 10,630 | 3.65 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 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 | 42,747 | 7.94 | 11,214 | 3.29 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,164 | 29.91 | 304 | 44.98 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 1,627 | -5.90 | 424 | 5.21 | ||||
| 2025-08-14 | 13F | Xponance公司 | 18,976 | -11.49 | 4,949 | -1.04 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 38,677 | -3.53 | 10,088 | 7.85 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 347 | 0 | ||||||
| 2025-08-26 | NP | DFDMX - DF Dent 中型成长基金投资者股票 | 65,304 | -9.47 | 17,033 | 1.21 | ||||
| 2025-07-09 | 13F | 石点财富管理公司 | 27,600 | -1.29 | 7,199 | 10.35 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 1,303 | -69.83 | 340 | -66.34 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 23 | -34.29 | 6 | -25.00 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 838 | 22.51 | 219 | 37.11 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 88,618 | 140.44 | 23,113 | 168.82 | ||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 716,556 | 4.06 | 186,892 | 16.33 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 786 | -4.03 | 205 | 7.33 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 197,796 | 51,589 | ||||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 14,497 | 2.11 | 3,843 | 9.43 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 11,459 | -17.57 | 2,989 | -7.86 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 中型成长系列初始类别 | 19,768 | 1.28 | 5,156 | 13.22 | ||||
| 2025-03-28 | NP | LSEQ - Harbor 多空股票 ETF | 612 | 168 | ||||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 1,310 | 342 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 5,063 | -21.50 | 1,320 | -12.23 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 1,851 | -1.59 | 486 | -5.83 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 2,265 | 74.36 | 591 | 94.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 1,372 | 0.00 | 358 | 11.56 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 6,189 | -5.90 | 1,614 | 5.22 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 682,698 | -12.37 | 178 | -1.66 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 19,487 | -10.87 | 5,083 | -0.35 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 6,491 | 0.00 | 1,693 | 11.76 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 16 | 0.00 | 4 | 33.33 | ||||
| 2025-06-23 | NP | BMPIX - 基础材料 Ultrasector 深度投资者类别 | 485 | 17.72 | 127 | 13.39 | ||||
| 2025-08-13 | 13F | Ycg有限公司 | 39,863 | -0.51 | 10,397 | 11.23 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,238 | -9.17 | 323 | 1.58 | ||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 290 | 0.00 | 76 | 11.94 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 1,574 | -1.01 | 413 | -5.29 | ||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 12,200 | 3,200 | ||||||
| 2025-06-27 | NP | PKB - Invesco Dynamic Building & Construction 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 | 41,678 | -48.75 | 10,933 | -50.96 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -48 | -13 | |||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 2,509 | -1.57 | 654 | 10.10 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 10 | 3 | ||||||
| 2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 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 | 152,037 | -13.86 | 39,884 | -17.58 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 127 | 3.25 | 33 | 0.00 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 4,619 | 4.01 | 1,301 | 18.51 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 2,888 | 7.20 | 753 | 19.90 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 406,570 | 78.72 | 108,030 | 100.22 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 2,058 | 14.02 | 537 | 27.62 | ||||
| 2025-08-28 | NP | IGE - iShares 北美自然资源 ETF | 29,695 | -3.12 | 7,745 | 8.31 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,352 | 19.12 | 355 | 13.83 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 10,143 | -14.12 | 2,366 | -22.12 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 4,863 | -56.44 | 1 | -50.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 2,775 | 16.84 | 724 | 30.51 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 60 | 16 | ||||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 11 | 22.22 | 3 | 0.00 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,500 | 18.22 | 8,001 | 13.12 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,879 | 23.78 | 490 | 38.42 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 28,728 | 0.44 | 7,615 | 7.65 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | BSW财富合作伙伴 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 634 | 0.00 | 157 | -14.29 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 366 | 2,052.94 | 97 | 2,325.00 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,289,385 | -6.49 | 336,320 | 4.55 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 490 | 0.00 | 128 | 11.40 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 2,589 | 21.26 | 675 | 35.81 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 10,638 | 29.65 | 2,820 | 29.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 18,078 | -9.49 | 4,715 | 1.20 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 70,278 | 4.21 | 18,330 | 16.49 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 27,605 | -2.13 | 7 | 16.67 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 33,929 | -13.75 | 8,849 | -3.57 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | Call | 5,000 | 0.00 | 1 | 0.00 | |||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 702 | -0.28 | 183 | 11.59 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 2,302 | 0.00 | 600 | 11.73 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 227 | 0.44 | 59 | 13.46 | ||||
| 2025-07-28 | NP | UYM - ProShares 超基础材料 | 4,044 | 14.72 | 1,072 | 22.96 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 3,371 | -1.14 | 879 | 10.57 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 2,417 | 9.66 | 634 | 4.97 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 积极财富管理 | 38 | 533.33 | 10 | 800.00 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 64,762 | 2.05 | 16,891 | 14.09 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 100 | 0.00 | 26 | 13.04 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 28,347 | -0.11 | 7,393 | 11.68 | ||||
| 2025-08-27 | NP | TMCPX - TOUCHSTONE 中型基金 Y 类 | 666,533 | -4.40 | 173,845 | 6.88 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 1,402 | -9.08 | 372 | -2.62 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,637 | -9.03 | 949 | 1.72 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 114 | 22.58 | 30 | 36.36 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,630 | -0.55 | 425 | 11.26 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 28 | 7 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 42,724 | 0.24 | 11,143 | 12.07 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 124 | -25.75 | 32 | -15.79 | ||||
| 2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,650 | 15.56 | 2,007 | 10.58 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,015 | 2.42 | 265 | 14.29 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 580 | -42.97 | 152 | -45.32 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 129,986 | 1.46 | 33,904 | 13.43 | ||||
| 2025-09-04 | 13F | VM 曼宁公司 | 11,395 | 3,320 | ||||||
| 2025-05-27 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,559 | 28.36 | 4,097 | 16.43 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 6,036 | 35.09 | 1,574 | 51.06 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 1 | 0 | ||||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 1,962 | 0.00 | 512 | 11.82 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 940 | 245 | ||||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 558 | -7.46 | 146 | 4.29 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 548 | 0.00 | 145 | 7.41 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 176,836 | 25,982.01 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 7,292 | -14.83 | 1,902 | -4.81 | ||||
| 2025-06-27 | NP | TWHIX - 传统基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 200,107 | 18.72 | 52,494 | 13.60 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 4,426 | 14.78 | 1,154 | 28.36 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 23,572 | -8.44 | 6,148 | 2.36 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 50,500 | 4.99 | 13 | 18.18 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 42 | 11 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 86,914 | -2.52 | 22,800 | -6.72 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 398 | 21.34 | 104 | 16.85 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 195,578 | 6.26 | 51,011 | 18.80 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 24,200 | 0.00 | 6,312 | 11.80 | ||||
| 2025-05-07 | 13F | one8zero8有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 12,379 | 0.00 | 3,229 | 11.77 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 3,690 | -11.93 | 978 | -5.60 | ||||
| 2025-08-13 | 13F | 主动财富策略有限责任公司 | 11,923 | 4.97 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 21,551 | -5.72 | 5,738 | 10.82 | ||||
| 2025-08-08 | 13F | 第1776章 | 4,220 | -18.38 | 1,101 | -8.79 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 4,042 | -8.59 | 1,060 | -12.54 | ||||
| 2025-03-27 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 329 | 0.00 | 90 | 0.00 | ||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 106,747 | 0.82 | 27,842 | 12.71 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,245 | 1.38 | 325 | 13.29 | ||||
| 2025-04-29 | 13F | 银行家有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯托克布里奇合作伙伴有限责任公司 | 1,419,652 | 1.73 | 370,274 | 13.73 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 6,543 | 5.45 | 1,734 | 13.04 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 2 | -94.44 | 1 | -100.00 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 11,861 | -1.59 | 3,144 | 5.47 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 50,143 | -0.09 | 13,078 | 11.69 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 921,238 | 2.40 | 240,277 | 14.48 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 17,644 | 4,602 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 9,327 | -2.52 | 2,433 | 8.96 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 471 | 3.06 | 123 | 15.09 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 31,579 | 45.53 | 8,236 | 62.70 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 238 | 62 | ||||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 2,998 | 0.54 | 782 | 12.52 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 87 | 2.35 | 23 | 15.79 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 399,900 | 7.36 | 104,302 | 20.02 | ||||
| 2025-04-29 | 13F | 费尔威财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 9 | 28.57 | 2 | 100.00 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 65,099 | 1.94 | 16,979 | 13.97 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 1,900 | 0.00 | 496 | 11.74 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 21,768 | 0.00 | 5,678 | 11.80 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 56 | 15 | ||||||
| 2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 18,733 | 0.00 | 4,914 | -4.30 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 1,726 | 458 | ||||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 11,371 | 0.00 | 2,966 | 11.80 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 112,460 | -7.71 | 29 | 3.57 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 600 | 0.00 | 156 | 12.23 | ||||
| 2025-07-14 | 13F | 凯普斯通财富管理有限公司 | 3,526 | 0.00 | 920 | 11.80 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 2,578 | -4.91 | 672 | 6.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 1,320 | 6.88 | 346 | 2.37 | ||||
| 2025-04-17 | NP | FLCGX - QUANTEX FUND 零售类 | 53 | -31.17 | 12 | -36.84 | ||||
| 2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | DFDPX - DF Dent Premier 成长基金 | 24,452 | -2.78 | 6,378 | 8.69 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 6,219 | 0.00 | 2 | 0.00 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 1,605 | -4.06 | 419 | 7.18 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 10,602 | 38.15 | 2,765 | 54.47 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 25,775 | -1.53 | 6,723 | 10.09 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 3,332 | 1.09 | 869 | 13.15 | ||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 27,528 | 0.00 | 7,180 | 11.79 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 10,347 | 1.93 | 3 | 0.00 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 203,142 | 7.20 | 53,847 | 14.90 | ||||
| 2025-08-04 | 13F | 联合银行 | 25,701 | -3.63 | 7 | 0.00 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 6,483 | -6.08 | 1,691 | 4.97 | ||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 2,243 | 14.32 | 585 | 28.01 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 1,140 | -6.71 | 297 | 4.21 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 1,145 | 296.19 | 299 | 344.78 | ||||
| 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 | 8,330 | 0.00 | 2,185 | -4.29 | ||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 126,200 | 32,915 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 14,675 | -15.75 | 3,828 | -5.81 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 72 | 19 | ||||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 1,872,652 | 7.52 | 495,635 | 19.93 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 2,290 | 1 | ||||||
| 2025-06-25 | NP | ASLV - Allspring 特别大价值 ETF | 9,266 | 2,431 | ||||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS Capital Growth VIP A 级 | 23,458 | -3.98 | 6,118 | 7.35 | ||||
| 2025-06-26 | NP | UIVRX - MFS 内在价值基金 R6 | 170 | -37.04 | 45 | -40.54 | ||||
| 2025-04-24 | 13F | 斯科特与塞尔伯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 808 | 211 | ||||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 15,876 | 15.36 | 4,141 | 28.97 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 25,908 | 0.00 | 6,757 | 11.80 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 2,340 | -5.07 | 620 | 1.81 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 8,936 | -20.14 | 2,369 | -14.42 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 6,804 | -0.48 | 1,804 | 6.69 | ||||
| 2025-08-26 | NP | EAGL-鹰资本精选股票ETF | 52,623 | 197.27 | 13,725 | 232.40 | ||||
| 2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 1,100 | 0.00 | 287 | 11.72 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 729 | -9.67 | 193 | -3.02 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 田纳西州财政部 | 36,839 | 9.47 | 9,608 | 22.38 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 56 | 15 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 67 | -6.94 | 17 | 6.25 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 杰赛普财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 31,803 | 6.90 | 8 | 33.33 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 69 | 1.47 | 18 | 13.33 | ||||
| 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 | 58,410 | -0.03 | 15,483 | 7.15 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 831 | 17.37 | 217 | 30.91 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,292 | -1.41 | 1,902 | 10.20 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 3,106 | -37.21 | 810 | -29.81 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 1,218 | 0.00 | 320 | -4.20 | ||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 26,040 | -0.54 | 6,792 | 11.18 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 22,855 | 1.06 | 5,996 | -3.29 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 1,128 | 0.00 | 294 | 11.79 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 85 | 0.00 | 22 | 10.00 | ||||
| 2025-08-29 | NP | BAFMX - Brown Advisory 中型成长基金机构股 | 4,350 | -5.54 | 1,135 | 5.59 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 10,561 | 9.78 | 2,755 | 22.67 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 8,858 | 0.00 | 2,310 | 11.81 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 406 | 4.10 | 106 | 16.67 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 医师财富解决方案公司 | 2,105 | 0.00 | 549 | 11.81 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 29 | 11.54 | 8 | 16.67 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 22,950 | 6,083 | ||||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 平衡 II 级 | 3,417 | 891 | ||||||
| 2025-07-29 | NP | PARMX - Parnassus 中盘基金投资者股票 | 197,796 | 51,589 | ||||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 60,333 | -2.03 | 15,736 | 9.53 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 101,861 | -49.52 | 26,567 | -43.56 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 1,018 | 8.07 | 265 | 21.00 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 10,509 | -1.04 | 2,757 | -5.32 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 6,953 | 0.00 | 1,824 | -4.35 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 5,744 | -6.90 | 1,498 | 4.10 | ||||
| 2025-08-05 | 13F | 摄政门资本有限责任公司 | 620 | 162 | ||||||
| 2025-04-25 | NP | VSRDX - 美国社会责任基金 | 6,529 | -2.26 | 1,615 | -16.11 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 5,193 | 0.33 | 1,354 | 12.18 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 184 | 0.00 | 48 | 11.90 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 10 | 100.00 | 3 | 100.00 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 275 | 0.36 | 72 | 12.70 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 1,854 | 18.47 | 484 | 32.33 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 2,062 | 0.98 | 1 | |||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,553 | 8.30 | 405 | 21.26 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 3,836 | -4.20 | 1,006 | -8.30 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 18,386 | 4,795 | ||||||
| 2025-08-14 | 13F | 海特对冲资产管理有限责任公司 | 30,183 | 7,872 | ||||||
| 2025-08-26 | NP | SAMVX - Virtus Ceredex 中盘价值股票基金 A 类 | 100,000 | -31.03 | 26,082 | -22.90 | ||||
| 2025-07-24 | NP | FSDPX - 材料组合 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 | 78,500 | -6.32 | 20,808 | 0.40 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 36,981 | 49.01 | 9,645 | 66.58 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 929 | 0.00 | 242 | 12.04 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 998 | 260 | ||||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 10,798 | 1.80 | 2,816 | 13.82 | ||||
| 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 | 43,022 | 0.00 | 11,286 | -4.32 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 998 | -19.12 | 260 | -9.41 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 161 | 0.00 | 42 | 10.81 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 21 | 6 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 5,482 | 0.00 | 1,430 | 11.82 | ||||
| 2025-06-25 | NP | WGFCX - 富国银行成长基金 C 类 | 142,929 | -4.16 | 37,495 | -8.29 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 6 | 2 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 79,731 | -4.82 | 20,795 | 6.41 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 15,818 | 13.77 | 4,126 | 27.20 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 504 | 0.00 | 131 | 11.97 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 2,250 | 0.00 | 587 | 11.83 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 9,305 | 12.04 | 2,427 | 25.25 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 1,532 | -0.78 | 400 | 10.83 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 5,816 | -5.75 | 1,517 | 5.35 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 4 | 1 | ||||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 31,029 | 150.29 | 8,093 | 179.81 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 12,493 | 27.90 | 3,258 | 43.02 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 3,165 | 9.52 | 825 | 22.40 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 1,630 | -23.47 | 425 | -14.31 | ||||
| 2025-05-06 | 13F | SYM金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 44,480 | -14.98 | 11,601 | -4.96 | ||||
| 2025-08-29 | NP | KMDVX - Keeley Mid Cap Dividend Value Fund A 类 | 6,110 | 0.00 | 1,594 | 11.79 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,615 | 0.00 | 0 | |||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 474 | 0.00 | 124 | 11.82 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 9,356 | -0.53 | 2,440 | 11.21 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,279 | 19.53 | 334 | 33.73 | ||||
| 2025-08-11 | 13F | 赖斯霍尔詹姆斯联合有限公司 | 4,370 | -0.11 | 1,140 | 11.67 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 652 | 0.00 | 170 | 11.84 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 1,413 | -3.75 | 375 | 3.03 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 6,200 | 1,617 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 5,721 | 69.06 | 1,492 | 89.10 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 27,685 | -2.81 | 7,218 | 8.67 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 3,057 | 7.23 | 797 | 19.85 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 121 | 32 | ||||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 5,711 | -2.14 | 1,490 | 9.40 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 1,413 | 0.21 | 369 | 12.20 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 1,343 | 2.99 | 350 | 15.13 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 2,900 | 70.59 | 756 | 90.91 | |||
| 2025-08-12 | 13F | 东南资产顾问公司 | 9,686 | 20.92 | 2,526 | 35.22 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,770 | 50.44 | 983 | 68.32 | ||||
| 2025-04-23 | 13F | 第四维度财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 19,214 | -62.86 | 5,011 | -58.48 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 470 | 2.84 | 123 | 15.09 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 58,900 | -20.62 | 15,362 | -11.25 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 100,945 | 6,036.47 | 26,328 | 6,774.15 | ||||
| 2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -1,716 | -448 | |||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 11 | 3 | ||||||
| 2025-08-14 | 13F | 阿拉米亚管理有限公司 | 2,709 | 1.27 | 707 | 13.14 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 365,998 | -31.40 | 95,460 | -23.30 | ||||
| 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 | 9,885 | 2.42 | 2,620 | 9.81 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 224,036 | -2.85 | 58,433 | 8.62 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 2,194 | -1.83 | 572 | 9.79 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-01 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | Short | -2,474 | -678 | |||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 96 | 25 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 3,740 | 66.37 | 976 | 86.07 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 2,980 | -7.37 | 777 | 3.60 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 20,062 | 3.91 | 5,233 | 16.16 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 33,661 | -5.95 | 8,779 | 5.14 | ||||
| 2025-08-14 | 13F | SIH 合伙人有限责任合伙公司 | 39,400 | 10,276 | ||||||
| 2025-07-17 | 13F | 拉扎里资本管理公司 | 2,673 | 0.00 | 697 | 11.88 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 71 | 0.00 | 18 | 12.50 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 103 | 10.75 | 27 | 23.81 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 323 | -51.13 | 84 | -45.45 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 7,042 | -58.97 | 1,847 | -60.74 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 2,453 | -7.61 | 640 | 3.23 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 4,260 | 0.00 | 1,118 | -4.28 | ||||
| 2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 40,695 | 0.00 | 10,676 | -4.31 | ||||
| 2025-08-01 | 13F | 莫特科 | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 坎德洛资本管理有限公司 | 15,000 | -18.48 | 3,912 | -8.85 | ||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 515 | 0.00 | 135 | -4.26 | ||||
| 2025-08-07 | 13F | 商业银行 | 4,919 | 2.33 | 1,283 | 14.36 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 2,578 | 0.00 | 672 | 11.81 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 4,751 | 0.00 | 1,239 | 11.82 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 10,809 | 14.93 | 2,819 | 28.49 | ||||
| 2025-05-14 | 13F | CIBC 世界市场公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 2,953 | 15.04 | 770 | 28.76 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 9,100 | 2,373 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 39,858 | 12.78 | 10,396 | 26.08 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 11,317 | 5.73 | 2,952 | 18.18 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,026,379 | 9.24 | 267,700 | 22.12 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 154,175 | -0.33 | 40,212 | 11.42 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 9 | 350.00 | 2 | |||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 73,643 | -0.25 | 19,208 | 11.51 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 48,902 | 577.22 | 12,755 | 657.36 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 1,751 | 6.31 | 457 | 18.75 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 2,732 | -4.51 | 713 | 6.75 | ||||
| 2025-05-27 | NP | IWP - iShares Russell 中型成长 ETF | 202,544 | 2.76 | 47,254 | -6.80 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 30 | 8 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 5,689 | 0.00 | 1,484 | 11.76 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 28,969 | 0.36 | 7,556 | 12.19 | ||||
| 2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 979 | 25.51 | 255 | 40.88 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 9 | 12.50 | 3 | 100.00 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 36 | 9 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 30 | 57.89 | 8 | 75.00 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 4,719 | -11.03 | 1,231 | -0.57 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 3,598 | -6.50 | 938 | 4.57 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,878 | 1.61 | 12,227 | 13.59 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 2,940 | -18.67 | 767 | -9.13 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 194,049 | 26.68 | 50,612 | 41.62 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 11,524 | 4.45 | 3,023 | -0.03 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 22,613 | 6.82 | 5,898 | 19.42 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 35,514 | 0.00 | 9,263 | 11.79 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 202 | -2.88 | 53 | 8.33 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 16,472 | -6.12 | 4,296 | 4.96 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 85,700 | 1.43 | 22,352 | 13.40 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 370 | 0.00 | 97 | 11.63 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 778 | 203 | ||||||
| 2025-07-15 | 13F | 第五第三银行 | 4,477 | -4.26 | 1,168 | 7.06 | ||||
| 2025-08-13 | 13F | 托马斯·J·赫茨菲尔德顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 11 | 0.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - 基本材料可变年金 | 373 | -13.66 | 97 | -3.00 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 3,485 | 9.08 | 909 | 21.88 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 785 | 0.00 | 205 | 11.48 | ||||
| 2025-06-25 | NP | EIVAX - 富国银行经典价值基金（原名富国银行内在价值基金）A 类 | 72,518 | 35.19 | 19,024 | 29.36 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 146,145 | 2.78 | 38,118 | 14.91 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 189 | -0.53 | 50 | 8.70 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 1,015 | 2.84 | 265 | 14.78 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 771 | -18.50 | 201 | -8.64 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 22,087 | -1.87 | 5,761 | 9.71 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 7,000 | -1.41 | 1,826 | 10.21 | ||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 806 | 210 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -2,428 | -70.02 | -633 | -66.49 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 101,891 | 111.23 | 26,575 | 136.16 | ||||
| 2025-05-08 | 13F | 遗产财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 388 | 22.01 | 103 | 39.19 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 6 | 100.00 | 2 | |||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 26,631 | 2.35 | 6,946 | 14.42 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 3,489 | 13.57 | 925 | 21.74 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 1,419 | 1.43 | 370 | 13.50 | ||||
| 2025-07-25 | NP | PBCKX - 蓝筹基金机构类 | 469,812 | 3.06 | 124,533 | 10.46 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 4,806 | 17.68 | 1,261 | 12.60 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 129 | -14.57 | 34 | -5.71 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 1,100 | 266.67 | 0 | ||||
| 2025-05-14 | 13F | 温斯洛资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 1,600 | 33.33 | 0 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 25 | 0.00 | 6 | 20.00 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 143 | 0.00 | 37 | 12.12 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 4,869 | 1,270 | ||||||
| 2025-08-12 | 13F | 拉瑟与基特雷尔公司 | 7,462 | 0.70 | 1,944 | 12.44 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 55 | 0.00 | 14 | -6.67 | ||||
| 2025-07-21 | 13F | 影响力投资者公司 | 1,303 | -17.64 | 340 | -8.13 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 55,362 | -1.61 | 14,440 | 9.99 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 51 | 0.00 | 13 | 18.18 | ||||
| 2025-07-25 | NP | CBSAX - 哥伦比亚中盘成长基金 A 类 | 76,702 | -27.52 | 20,331 | -22.31 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 1,066 | -15.06 | 278 | -4.79 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 59,346 | 0.85 | 15,479 | 12.75 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 7 | 133.33 | 2 | |||||
| 2025-06-26 | NP | NCEGX - 北方国家股票增长基金 | 1,100 | 0.00 | 292 | 6.99 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 446,836 | -14.64 | 116,544 | -4.57 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 33 | -38.89 | 9 | -33.33 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 3,500 | 45.83 | 913 | 63.15 | |||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 1,075 | -19.54 | 280 | -9.97 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 1,411 | 368 | ||||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 2,327 | 607 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 97,200 | 25,352 | ||||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 895 | 0 | ||||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 12,497 | -2.62 | 3,259 | 8.89 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 110,004 | 4.43 | 28,691 | 16.74 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 13,489 | 1,279.24 | 3,518 | 1,442.98 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 1,045 | 0.00 | 273 | 11.93 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 1,297 | -23.03 | 338 | -13.99 | ||||
| 2025-07-24 | NP | CMGIX - 贝莱德中盘成长股票投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 176,230 | -54.81 | 46,713 | -51.57 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,341 | 1.64 | 8,746 | -2.75 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 3,510,786 | -0.62 | 915,683 | 11.11 | ||||
| 2025-04-21 | 13F | 老奥罗拉第二国家银行 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 22,508 | -9.15 | 5,871 | 1.56 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 4,686 | 20.03 | 1,222 | 34.29 | ||||
| 2025-08-26 | NP | PGWAX - AllianzGI 重点增长基金 A | 100,531 | 0.92 | 26,220 | 12.83 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 75,461 | 19.14 | 20 | 35.71 | ||||
| 2025-08-29 | NP | ETGLX - Eventide 吉利德 N 类基金 | 166,555 | 0.00 | 43,441 | 11.79 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 1,067 | 0.00 | 278 | 12.10 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 79,809 | -1.25 | 20,816 | 10.40 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 465 | 5.20 | 121 | 17.48 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 88 | 0.00 | 23 | 10.00 | ||||
| 2025-05-07 | 13F | 费曼集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 269,513 | -21.95 | 70,295 | -12.74 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 105 | 0.00 | 27 | 12.50 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 61,385 | -4.06 | 16,011 | 7.25 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 800 | 209 | ||||||
| 2025-08-22 | NP | FFNKX - 材料组合初始课程 | 6,500 | -7.14 | 1,695 | 3.80 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,250 | -1.10 | 587 | 10.57 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 77,928 | 46.47 | 20,325 | 63.75 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 5,277 | -7.03 | 1,376 | 3.93 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 53,620 | 14.58 | 14 | 30.00 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 12,956 | -6.79 | 3,379 | 4.23 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 10,769 | -2.71 | 2,855 | 4.27 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 18,298 | -12.42 | 4,772 | -2.09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT GAMCO 并购投资组合 IB 类 | 17,200 | -1.71 | 4,486 | 9.90 | ||||
| 2025-05-23 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 128 | 7.56 | 30 | -3.33 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 296,493 | 8.10 | 77,331 | 20.85 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 201 | 0.00 | 52 | 13.04 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 423 | 0.00 | 111 | -4.35 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 118,815 | -7.54 | 30,989 | 3.37 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 38 | 0.00 | 10 | 12.50 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 3,910 | -14.20 | 1,020 | -4.14 | ||||
| 2025-05-09 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 36,038 | 0.00 | 9,399 | 11.80 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 4,406 | -2.46 | 1,149 | 9.12 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 2,700 | 0.00 | 704 | 11.92 | ||||
| 2025-08-25 | NP | YLDE - ClearBridge 股息策略 ESG ETF 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 | 7,274 | -17.77 | 1,897 | -8.05 | ||||
| 2025-05-15 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | FSHOX - 建筑和住房产品组合 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 | 16,846 | -9.75 | 4,465 | -3.27 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 12 | 0.00 | 0 | |||||
| 2025-05-05 | 13F | 艾睿金融公司 | 0 | -100.00 | 0 | |||||
| 2025-03-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 775 | 8.39 | 212 | 8.16 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 21,759 | 134.93 | 5,675 | 162.73 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 10,429 | 199.25 | 2,720 | 234.56 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,553 | 19.19 | 407 | 14.01 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 294 | 0.68 | 77 | 11.76 | ||||
| 2025-06-23 | NP | PPQMX-中型股成长基金 III R-3 | 365 | -23.96 | 96 | -27.48 | ||||
| 2025-03-27 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -12,063 | -3,307 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 800 | 209 | |||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 15,652 | 9.13 | 4,082 | 22.18 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 6,290 | 0.00 | 1,650 | -4.29 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 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 | 84 | -75.37 | 22 | -76.34 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 16,703 | 2.57 | 3,897 | -6.97 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 8,503 | 2,218 | ||||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 453 | 118 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 2,000 | 522 | |||||
| 2025-05-15 | 13F | Polymer资本管理（美国）有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 384,515 | 8.53 | 100,289 | 21.33 | ||||
| 2025-07-30 | 13F | 道德公司 | 14,850 | 0.73 | 3,893 | 11.29 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 5,358 | 57.08 | 1 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 16,442 | 2.99 | 4,313 | -1.44 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 113 | -2.59 | 29 | 7.41 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 98,816 | -0.49 | 25,777 | 11.27 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 884 | 231 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 11,531 | 4.55 | 3,007 | 16.87 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 459,752 | 2.87 | 119,913 | 15.01 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 8,075 | -1.66 | 2,140 | 5.42 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 43,832 | 110.87 | 11,434 | 135.80 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 901 | 235 | ||||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 76 | 0.00 | 20 | -5.00 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 1,079 | -4.43 | 281 | 6.84 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 66 | 0.00 | 17 | -5.56 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 43 | 0.00 | 11 | 0.00 | ||||
| 2025-07-24 | NP | Tema ETF 信托 - Tema 美国回流 ETF | 22,753 | -35.36 | 6,031 | -30.72 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 4,081 | 0.74 | 1,071 | -3.60 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 73 | 8.96 | 19 | 5.56 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 310 | -83.45 | 81 | -82.94 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 2,597 | 9.58 | 677 | 22.64 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 95,810 | 0.64 | 24,989 | 12.51 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 3,090 | 0.00 | 819 | 7.20 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 11,444 | 0.88 | 2,985 | 12.77 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 17 | 0.00 | 4 | 33.33 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 14,696 | -1.20 | 3,833 | 10.46 | ||||
| 2025-08-05 | 13F | 顾问首选有限责任公司 | 1,100 | 0.00 | 291 | 11.92 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 5,598 | 1,460 | ||||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 253 | -10.92 | 67 | -4.29 | ||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 13,021 | 0.00 | 3,396 | 11.82 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 19,600 | 5,112 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 3,672 | 12.81 | 958 | 26.09 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 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 | 409,686 | -6.48 | 107,473 | -10.51 | ||||
| 2025-08-14 | 13F | Bamco Inc /纽约/ | 206,249 | -11.10 | 53,794 | -0.62 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法国巴黎银行 | 34,445 | 36.00 | 8,984 | 52.02 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 33,836 | 8.24 | 8,876 | 3.58 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 26,331 | 10.13 | 6,868 | 23.13 | ||||
| 2025-08-22 | NP | CAPE - DoubleLine Shiller CAPE 美国股票 ETF | 13,107 | -10.87 | 3,419 | -9.62 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 6,369 | -5.88 | 1,661 | 5.26 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 43,635 | 10.23 | 11,370 | 22.91 | ||||
| 2025-08-26 | NP | WFEIX - 富国银行企业基金机构类别 | 41,524 | -1.79 | 10,830 | 9.80 | ||||
| 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 | 195 | -2.99 | 51 | -7.27 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 7,078 | 9.28 | 1,846 | 22.17 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 40,286 | 0.83 | 10,507 | 12.72 | ||||
| 2025-08-29 | NP | ATGYX - 康托·菲茨杰拉德股票机会基金机构类 | 2,000 | 0.00 | 522 | 11.80 | ||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 1,590 | 4.61 | 415 | 16.95 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,366 | 16.78 | 617 | 30.72 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 1,866 | 487 | ||||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 70,111 | 0.76 | 18,584 | 8.00 | ||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 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 | 9,911 | 0.00 | 2,600 | -4.34 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 407 | 3.30 | 107 | -1.85 | ||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 49 | 0.00 | 13 | 9.09 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 23 | 9.52 | 6 | 25.00 | ||||
| 2025-08-26 | NP | MXI - iShares 全球材料 ETF | 12,519 | -5.62 | 3,265 | 5.53 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 9,252 | -29.91 | 2,452 | -24.88 | ||||
| 2025-08-12 | 13F | 资产管理集团公司 | 1,766 | 0.17 | 461 | 11.92 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 92 | 0.00 | 24 | 9.52 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 1,104 | 5.75 | 288 | 18.11 | ||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 24,183 | 6,307 | ||||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 79,762 | 1.14 | 21 | 11.11 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 2,197 | 0.00 | 513 | -9.38 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 1,528,119 | -3.87 | 398,564 | 7.47 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 146 | 22.69 | 0 | |||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 4,084 | 0.00 | 1,083 | 7.13 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 2,631 | -11.62 | 686 | -1.15 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 43,828 | 16.93 | 11,497 | 11.89 | ||||
| 2025-04-29 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 2,970 | 14.01 | 735 | -2.13 | ||||
| 2025-08-14 | 13F | 哈维资本管理公司 | 19,266 | -1.03 | 5,099 | 12.29 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 828 | 216 | ||||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 407 | 0.00 | 106 | 12.77 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 25,385 | 70.40 | 6,621 | 90.53 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 11,873 | -0.92 | 3,097 | 10.77 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 5,333 | 12.75 | 1,398 | 26.98 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 733 | 0.00 | 201 | 0.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 551 | 2.61 | 145 | -2.04 | ||||
| 2025-05-14 | 13F | 基利-提顿顾问有限责任公司 | 8,141 | 1.00 | 1,899 | -8.39 | ||||
| 2025-07-28 | NP | VCIGX - 股息价值基金 | 16,630 | -20.24 | 4,408 | -14.51 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 619,304 | 14.53 | 162,462 | 9.60 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 2,196 | 3.39 | 573 | 15.56 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 10,133 | -77.44 | 2,643 | -74.78 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 208 | 55 | ||||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 9,073 | 7.70 | 2,487 | 7.57 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -27 | -0.00 | -7 | 16.67 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 8,690 | 15.39 | 2,267 | 29.04 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 200 | 0.00 | 52 | 13.04 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 364 | -1.62 | 95 | -5.94 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 45,489 | -0.66 | 11,864 | 11.07 | ||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 407 | -8.74 | 106 | 1.92 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 57,917 | 258.13 | 15,106 | 300.45 | ||||
| 2025-08-14 | 13F | 阿尔肯资本管理有限公司 | 1,478,646 | 10.48 | 385,660 | 23.52 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 347 | 2.06 | 91 | 13.92 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 650 | -51.16 | 170 | -45.48 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 4,572 | 0.00 | 1,193 | 11.82 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 7 | 75.00 | 2 | |||||
| 2025-08-27 | NP | BREFX - 男爵房地产基金 | 194,595 | -10.75 | 50,754 | -0.23 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 17,382 | -32.00 | 4,534 | -23.98 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 177,652 | 60.17 | 46,335 | 79.07 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 209 | -37.43 | 55 | -29.87 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 851 | -9.18 | 222 | 1.38 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 1,512 | 0.00 | 394 | 11.93 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 3,000 | 0.00 | 782 | 11.87 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 195 | 5.98 | 51 | 19.05 | ||||
| 2025-04-23 | 13F | Aspetuck 财务管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 40,664 | 0.00 | 10,606 | 11.80 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 4,030 | 7.70 | 1,137 | 13.71 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 1,970 | -1.10 | 514 | 10.56 | ||||
| 2025-05-09 | 13F | 威廉·布莱尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | FMAGX - 富达麦哲伦基金 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 | 1,974,998 | 27.36 | 460,767 | 15.51 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 1,140 | 17.53 | 297 | 31.42 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 2,100 | 5.16 | 548 | 17.63 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 11,191 | 22.88 | 2,919 | 37.38 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,429 | 5.70 | 894 | 18.25 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 94,559 | 4.91 | 24,663 | 17.28 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 158,562 | -80.52 | 41,356 | -78.22 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,914 | 10.91 | 3,388 | 6.11 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 500 | 0.00 | 117 | -9.37 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 195 | 0.00 | 51 | 11.11 | ||||
| 2025-03-28 | NP | IWLG - IQ Winslow 大盘成长 ETF | 3,657 | 25.67 | 1,003 | 25.72 | ||||
| 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 | 10,000 | 0.00 | 2,608 | 11.79 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 415,993 | 57.87 | 108,499 | 76.50 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 453 | 118 | ||||||
| 2025-08-14 | 13F | 道富银行 | 5,558,791 | 1.74 | 1,449,844 | 13.75 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 11,972 | 10.49 | 3,139 | 24.38 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 18,128 | -0.17 | 4,729 | 11.61 | ||||
| 2025-08-14 | 13F | Lansdowne Partners（英国）有限责任公司 | 1,002 | 261 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 2,359 | 0.00 | 615 | 11.82 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 100,324 | 0.02 | 26 | 13.04 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 52,517 | -6.13 | 13,697 | 4.94 | ||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 746 | 0.00 | 198 | 7.07 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,184,371 | 308,908 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 295,024 | 73.14 | 76,948 | 93.57 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 2,796 | 729 | ||||||
| 2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 2,577 | 672 | ||||||
| 2025-08-05 | 13F | 住友生命保险公司 | 25,922 | -1.07 | 6,761 | 10.60 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 14,826 | -4.20 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 113,100 | -27.17 | 29,499 | -18.58 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 75 | 47.06 | 20 | 72.73 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 9,073 | 0.00 | 2,405 | 7.18 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 750 | -11.35 | 196 | -1.02 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 1,635 | 12.29 | 426 | 25.66 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 20,681 | -49.32 | 5,394 | -43.34 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 87,024 | 4.85 | 22,829 | 0.33 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 37 | 0.00 | 10 | 12.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 6,260 | -3.31 | 1,633 | 8.08 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 985 | 257 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 7,063 | -2.01 | 1,842 | 9.58 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 974 | -44.28 | 254 | -37.59 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 4,947 | 13.49 | 1,290 | 26.97 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 2,570 | 71.45 | 670 | 91.98 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 527 | -2.23 | 137 | 9.60 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 661 | 34.62 | 172 | 50.88 | ||||
| 2025-08-14 | 13F | 帕克普雷西迪奥资本有限公司 | 401,295 | 97.25 | 104,666 | 120.52 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,472 | 1.73 | 648 | -2.70 | ||||
| 2025-04-15 | 13F | GPS 财富策略集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,285 | 15.04 | 341 | 23.19 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 27,948 | 0.00 | 7,289 | 11.79 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 801 | 209 | ||||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 14,897 | -36.81 | 3,885 | -29.35 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 899 | 7.54 | 235 | 20.00 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 67,865 | 17,701 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 1,770 | 25.53 | 462 | 40.12 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 4,021 | -11.06 | 1,049 | -0.57 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 60,077 | 7.19 | 15,669 | 19.84 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 2,322 | -37.80 | 1 | |||||
| 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 | 209 | -7.52 | 57 | -6.56 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,122 | 24.38 | 553 | 38.94 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 8,478 | -6.15 | 2,211 | 4.94 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,264 | -3.73 | 2,938 | 7.62 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 119,027 | 16.73 | 31,043 | 30.50 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 54 | 5.88 | 14 | 27.27 | ||||
| 2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 18,324 | -7.31 | 4,779 | 3.62 | ||||
| 2025-05-09 | 13F | Pathway 财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 170,928 | 12.54 | 44,581 | 25.82 | ||||
| 2025-08-14 | 13F | 夏季路有限责任公司 | 240 | 0.00 | 63 | 12.73 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 绿叶信托 | 2,897 | 7.70 | 756 | 20.41 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,271 | -0.63 | 337 | 6.33 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 23,746 | 7.00 | 5,276 | 10.08 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 3 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 270 | 0.00 | 70 | 12.90 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 3,610 | -42.73 | 942 | -35.99 | ||||
| 2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 41,505 | -3.54 | 10,825 | 7.84 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 146 | 38 | ||||||
| 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 | 147 | -66.82 | 38 | -63.11 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 1,340 | -7.59 | 352 | -11.59 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 1,625 | 3.24 | 424 | 15.26 | ||||
| 2025-05-06 | 13F | 机械资本公司 | 0 | -100.00 | 0 | |||||
| 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 | 75,821 | 0.13 | 20,098 | 7.32 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 19,938 | 26.21 | 5,308 | 44.04 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 5,965 | 3.02 | 1,556 | 15.19 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 40,310 | 16.84 | 10,514 | 30.63 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 155,039 | 5.83 | 40,437 | 18.31 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 14 | 0.00 | 4 | 0.00 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 5,643 | -4.13 | 1,472 | 7.14 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 123 | 0.00 | 0 | |||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 1,712 | -19.05 | 449 | -22.45 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 30,234 | 47.11 | 7,886 | 64.48 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,613 | 0.92 | 1,210 | -3.43 | ||||
| 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 | 3,618 | -30.13 | 949 | -33.12 | ||||
| 2025-08-27 | NP | WCEAX - 常春藤核心股票基金 A 类 | 99,640 | 25,988 | ||||||
| 2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 212 | 55 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 4,711 | 0.73 | 1,229 | 12.56 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 148 | -75.42 | 39 | -72.86 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 550,323 | 143,535 | ||||||
| 2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-21 | NP | NICSX - 尼古拉斯基金公司 | 190,310 | 0.00 | 49,637 | 11.80 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,271 | 332 | ||||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 2,750 | 0.00 | 717 | 11.86 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 22,300 | 0.00 | 5,816 | 11.80 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 59,984 | -57.19 | 15,645 | -52.14 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 6,826 | 2.62 | 1,780 | 9.07 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 95 | 86.27 | 25 | 108.33 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,056 | -14.01 | 275 | -5.50 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 249,225 | 164.71 | 65,003 | 195.94 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 2,299 | 0.00 | 600 | 11.75 | ||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 25 | 0.00 | 7 | 20.00 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 35,876 | 0.28 | 9,357 | 12.11 | ||||
| 2025-08-26 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 3,442 | 0.00 | 898 | 11.71 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,243 | 38.40 | 2,672 | 54.75 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 226 | 5.61 | 59 | 18.37 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 32,710 | -0.62 | 8,581 | -4.91 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 2,259 | 1.71 | 589 | 13.71 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 20 | 0.00 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | 安联保险 | 8,023 | -9.48 | 2,093 | 1.21 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 231 | -4.94 | 60 | 7.14 | ||||
| 2025-08-22 | NP | FTRNX - 富达趋势基金 | 96,600 | -8.44 | 25,195 | 2.36 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 10,811 | 0.00 | 2,820 | 11.78 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 2,482 | 14.17 | 647 | 21.39 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 4,587 | 0.84 | 1,196 | 12.72 | ||||
| 2025-08-11 | 13F | 花旗集团 | 154,042 | 6.70 | 40,177 | 19.28 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 4,555 | 45.95 | 1,188 | 63.19 | ||||
| 2025-07-10 | 13F | 明石资本管理有限公司 | 8,000 | 0.00 | 2,087 | 11.79 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 908 | 237 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 423 | -66.98 | 110 | -66.57 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Alerus 金融纳 | 56 | 15 | ||||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 96,242 | 25.74 | 25,102 | 40.57 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 35,079 | -0.77 | 9,149 | 10.94 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 1,352 | 0.00 | 353 | 11.75 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 25 | 19.05 | 7 | 50.00 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 16,798 | 0.57 | 4,381 | 12.45 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 1,563,854 | -2.65 | 407,884 | 8.83 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级 | 75,174 | -4.82 | 19,607 | 6.41 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 2,800 | 12.13 | 742 | 20.26 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 31 | 0.00 | 8 | 14.29 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,767 | -0.68 | 1,765 | 11.01 | ||||
| 2025-08-04 | 13F | 沙漠互利管理员 | 91 | 0.00 | 24 | 9.52 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 1,056 | -0.94 | 275 | 10.89 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 665,449 | 0.81 | 173,562 | 12.70 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 923 | 1.88 | 241 | 13.74 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 18,370 | 0.00 | 4,819 | -4.31 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 4,811 | 0.02 | 1,255 | 11.76 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 6,163 | 0.00 | 1,607 | 11.83 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 810,187 | -0.52 | 211,313 | 11.21 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 3,327 | 0.42 | 868 | 9.33 | ||||
| 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 | 32,610 | 1.46 | 8,555 | -2.92 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 14,622 | 10.07 | 3,814 | 23.04 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 162,025 | -0.32 | 42,259 | 11.44 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 962 | -26.11 | 251 | -17.49 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 26,781 | 21.70 | 6,985 | 17.85 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 4,700 | -9.62 | 1,226 | 0.99 | ||||
| 2025-07-09 | 13F | PFW 顾问有限责任公司 | 120,190 | 0.00 | 31,348 | 11.79 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 9,298 | 37.08 | 2,425 | 53.29 | ||||
| 2025-08-21 | NP | NCTWX - 尼古拉斯二世公司 I 级 | 83,801 | 0.00 | 21,857 | 11.80 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 302,713 | 2.33 | 78,954 | 14.41 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 2,100 | -8.70 | 548 | 2.05 | ||||
| 2025-05-12 | 13F | 爱格夫管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 10,264 | -47.67 | 2,677 | -41.49 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 2,515 | -13.48 | 1 | |||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 2,915,606 | 2.41 | 760,448 | 14.49 | ||||
| 2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 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 | 30,288 | -18.58 | 7,900 | -8.98 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 13,982 | 252.64 | 3,647 | 301.54 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 400 | 0.00 | 104 | 11.83 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 20,296 | 0.00 | 5,294 | 11.78 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 801 | 2.04 | 209 | 13.66 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 30 | 8 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 2,934 | 6.27 | 1 | |||||
| 2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 61,243 | 3.78 | 15,973 | 16.02 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 781 | 204 | ||||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 5,348 | -24.86 | 1,506 | -9.34 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 4,782 | 4.62 | 1,247 | 16.98 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 1,928 | 0.00 | 506 | -4.36 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 1,110 | 0.00 | 294 | 7.30 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 2,037 | 161.83 | 531 | 193.37 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 12,103 | -6.03 | 3,157 | 5.06 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 15,619 | 101.35 | 4,074 | 125.15 | ||||
| 2025-08-14 | 13F | 戴维森·肯普纳资本管理公司 | 70,000 | -63.16 | 18,257 | -58.81 | ||||
| 2025-08-01 | 13F | 信托投资顾问 | 5,991 | -6.19 | 1,563 | 4.90 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 41 | 20.59 | 11 | 42.86 | ||||
| 2025-08-14 | 13F | 迪凯特资本管理公司 | 11,134 | 0.00 | 2,904 | 11.78 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,309 | 2.57 | 14,165 | 14.66 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 8,749 | 2,282 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 11,194 | -3.11 | 2,920 | 8.31 | ||||
| 2025-04-11 | 13F | 亚当斯布朗财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fernbridge 资本管理公司 | 254,972 | -30.52 | 66,502 | -22.32 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 130 | 39.78 | 34 | 57.14 | ||||
| 2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 911 | 104.26 | 0 | |||||
| 2025-05-06 | NP | 赫兹菲尔德加勒比盆地基金公司 | 5,019 | 0.00 | 1,171 | -9.37 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 12,553 | 0.54 | 3,274 | 12.43 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 1,529 | -13.47 | 399 | -3.40 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 3 | 1 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 17,900 | 148.61 | 4,669 | 178.02 | |||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 566,909 | 71.35 | 147,861 | 96.40 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 11,400 | 153.33 | 2,973 | 183.41 | |||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 320 | 0.00 | 83 | 12.16 | ||||
| 2025-07-31 | 13F | B&T 资本管理 DBA Alpha 资本管理 | 20,272 | 0.59 | 5,287 | 12.47 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 32,290 | 6.46 | 8,422 | 19.01 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 5,414 | -31.71 | 1,412 | -23.63 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Main Street 核心投资组合 I 类 | 183,460 | -5.31 | 47,850 | 5.86 | ||||
| 2025-08-14 | 13F | 联信银行 | 44,909 | -4.22 | 11,713 | 7.09 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 17,482 | 4,560 | ||||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 85,542 | 358.82 | 22,310 | 412.99 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 985 | 257 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 2,199 | 61.10 | 574 | 80.19 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 719,924 | 598.45 | 187,771 | 680.85 | ||||
| 2025-06-25 | NP | LCLAX - ClearBridge Select 基金 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 | 101,800 | 26,705 | ||||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 210 | -8.70 | 49 | -18.64 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 8,679 | -4.88 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 7,824,987 | 12.30 | 2,040,914 | 25.55 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 28 | 12.00 | 7 | 40.00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 10 | 66.67 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 4,276 | -13.62 | 1,115 | -3.38 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 313 | 9.44 | 82 | 22.73 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 21,806 | -0.51 | 5,687 | 11.23 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 中型股账户 1 类 | 101,207 | 3.26 | 26,397 | 15.43 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 804 | 38.14 | 210 | 54.81 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 材料行业基金 (A) | 17,835 | 2.42 | 4,652 | 14.50 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 510 | 920.00 | 133 | 1,109.09 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 13,735 | -7.66 | 3,582 | 3.23 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,403 | -8.90 | 378 | -7.82 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 608 | 913.33 | 159 | 1,115.38 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 6,880 | -1.43 | 1,794 | 10.20 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 970 | -95.55 | 253 | -95.05 | ||||
| 2025-05-02 | 13F | 西格玛规划公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 863 | 225 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 987 | -35.62 | 259 | -38.57 | ||||
| 2025-07-15 | 13F | 田纳西州联邦银行 | 3,571 | -31.59 | 931 | -23.50 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 5,681 | 1,482 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 944 | -1.26 | 246 | 10.31 | ||||
| 2025-08-08 | 13F | 布罗根金融公司 | 1,342 | 0.22 | 350 | 12.18 | ||||
| 2025-03-27 | NP | REUYX - Y 类可持续股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 16,867 | -2.89 | 4,399 | 8.56 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 651 | 0.00 | 170 | 11.92 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 181,185 | 11.32 | 47,257 | 24.45 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 55,222 | 0.00 | 14,403 | 11.80 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 8,890 | 46.80 | 2,319 | 64.16 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2 | 1 | ||||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 3,972 | -32.88 | 1,036 | -25.00 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 346 | 12.34 | 90 | 26.76 | ||||
| 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 | 443,275 | 6.18 | 116,284 | 1.61 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 1,458 | -2.34 | 380 | 9.20 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 524 | 137 | ||||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 5 | 1 | ||||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 63,536 | 0.00 | 16,571 | 11.80 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 2,309,444 | 6.14 | 602,349 | 18.66 | ||||
| 2025-08-27 | NP | WPVLX - 合作伙伴价值基金 - 投资者类别 | 70,000 | 0.00 | 18,257 | 11.79 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 16,895,644 | 1.17 | 4,406,722 | 13.11 | ||||
| 2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 15,741 | -55.85 | 4,106 | -50.64 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 4,275 | 0.83 | 1,115 | 12.74 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 35,130 | -2.85 | 9 | 12.50 | ||||
| 2025-04-11 | 13F | 信赖投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 138 | -50.00 | 36 | -45.31 | ||||
| 2025-05-15 | 13F | Palestra资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 3,377 | -0.24 | 881 | 11.53 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,352 | 1.38 | 15,832 | -2.98 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 62,795 | -0.96 | 16,378 | 10.72 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 120 | -36.84 | 31 | -29.55 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,133 | 2.09 | 6,294 | 14.15 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-14 | 13F | 道明资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 555 | 0.00 | 145 | 11.63 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,143 | -2.64 | 298 | 9.16 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 帕尔默·奈特公司 | 24,951 | 0.08 | 6,508 | 11.88 | ||||
| 2025-08-13 | 13F | 第1832章 | 15,400 | 4,017 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 增长机会基金 IA 类股票 | 31,319 | 8,169 | ||||||
| 2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 490 | 0.00 | 128 | 11.40 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 17,317 | -3.97 | 4,517 | 7.37 | ||||
| 2025-08-14 | 13F | 安盛公司 | 3,953 | -47.78 | 1,031 | -41.62 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 167 | 0.00 | 44 | 7.32 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 666 | -2.06 | 174 | 9.49 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 2,190 | 0.00 | 571 | 11.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 10,878 | 23.05 | 2,837 | 37.58 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 135,937 | 1.29 | 35,455 | 13.24 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 1,634 | 6.80 | 441 | 19.19 | ||||
| 2025-08-28 | NP | XLB - 材料选择行业 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 | 914,718 | 2.27 | 238,577 | 14.33 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 14,190 | -75.43 | 3,701 | -72.53 | ||||
| 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 | 6,100 | -3.17 | 1,617 | 3.72 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 3,780 | 15.46 | 986 | 29.10 | ||||
| 2025-07-21 | 13F | 格拉西投资管理公司 | 44,752 | -0.44 | 12 | 10.00 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 6,678 | 0.00 | 1,742 | 11.82 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 256,789 | 19.28 | 66,976 | 33.35 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 11 | 83.33 | 3 | 100.00 | ||||
| 2025-05-09 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 1,666 | 55.27 | 0 | |||||
| 2025-08-22 | NP | MRJIX - I 类实物资产投资组合 | 36 | -5.26 | 9 | 12.50 | ||||
| 2025-08-21 | NP | CHCGX - 切萨皮克增长基金 | 4,540 | 0.00 | 1,247 | 4.79 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 48,356 | 21,681.98 | 12,612 | 22,026.32 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 328 | 86 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,452 | 3.64 | 385 | 10.98 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 85,392 | 22,272 | ||||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 868 | -7.26 | 228 | -11.33 | ||||
| 2025-07-29 | NP | SMIPX - 中等资本投资组合 - I 类 | 1,150 | -17.27 | 305 | -11.37 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 28,245 | 3.61 | 7,367 | 15.84 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 8,701 | 5.84 | 2,306 | 13.43 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 16 | -5.88 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | 钛信托公司 | 4,800 | 0.00 | 1,252 | 11.80 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 1,900 | -16.19 | 496 | -6.25 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,014 | -2.47 | 1,569 | 9.04 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 3,393 | 23.70 | 885 | 38.34 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 140 | 11.11 | 37 | 24.14 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 北方信托公司 | 2,213,560 | -1.02 | 577,341 | 10.66 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 213,310 | 2.69 | 55,644 | 14.83 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 3,482 | 908 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 30 | 200.00 | 8 | 250.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 4,070 | 22.74 | 1,062 | 37.26 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 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 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 606 | -3.50 | 158 | 8.22 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 75 | 20 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 11,026 | -5.76 | 2,876 | 5.35 | ||||
| 2025-08-27 | NP | LKBLX - LK 平衡基金机构类别 | 1,200 | 0.00 | 313 | 11.83 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 4,700 | 1,226 | ||||||
| 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 | 32,316 | -1.26 | 8,477 | -5.52 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 4 | 0.00 | 1 | |||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 13,435 | -14.33 | 3,524 | -18.03 | ||||
| 2025-04-23 | 13F | VisionPoint 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 6 | 2 | ||||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,517 | -39.61 | 0 | |||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 77,382 | 14.93 | 20,300 | 9.98 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 683 | 0.00 | 178 | 11.95 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 3,190 | -0.41 | 832 | 11.38 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 7,308 | -12.30 | 1,906 | -1.95 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 38,741 | 7.56 | 9,038 | -2.44 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 220,153 | 3.90 | 57,403 | 16.12 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | 桑坦德银行, SA | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2,436 | 44.23 | 635 | 61.17 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 1,230 | 33.12 | 321 | 48.84 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,066 | -18.31 | 278 | -8.55 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 80 | 5.26 | 21 | 17.65 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,973 | -1.91 | 775 | 9.62 | ||||
| 2025-08-26 | NP | TURF - T. Rowe Price 自然资源 ETF | 174 | 45 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 1,431 | 4.45 | 373 | 16.93 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 817 | 213 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 5,269 | 234.54 | 1,374 | 274.39 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,058 | 7.30 | 540 | 2.67 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 289,529 | -1.50 | 75,515 | 10.11 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 4,420 | 0.00 | 1,153 | 11.74 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 218 | 71.65 | 57 | 93.10 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 9,126 | 2,380 | ||||||
| 2025-08-26 | NP | JUEAX - 摩根大通美国A级股票基金 | 2,270,444 | -3.33 | 592,177 | 8.07 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级 | 18,610 | -4.32 | 4,854 | 6.96 | ||||
| 2025-08-14 | 13F | 加洛合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Heritage 家族办公室有限责任公司 | 3,933 | 0.00 | 916 | -0.11 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 1,468 | 14.42 | 383 | 27.76 | ||||
| 2025-08-27 | NP | HWAY - 主题美国基础设施 ETF | 113 | 4.63 | 29 | 16.00 | ||||
| 2025-06-27 | NP | BBMIX - BBH Select 系列 - 中型基金 I 类股票 | 63,356 | 4.99 | 16,620 | 0.47 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 7,775 | 176.59 | 2,028 | 209.47 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 310 | 0.65 | 81 | 12.68 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 7,818 | 6.17 | 2,039 | 18.68 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 475 | -0.21 | 124 | 10.81 | ||||
| 2025-08-28 | NP | VNGYX - Vontobel 全球股票基金 Y 股 | 876 | -31.99 | 228 | -24.00 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 8,624 | 0.00 | 2,249 | 11.83 | ||||
| 2025-08-29 | NP | GABCX - Gabelli Abc 基金 Aaa 级 | 10,000 | 0.00 | 2,608 | 11.79 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 20,931 | 0.48 | 5,459 | 12.35 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 900 | -80.85 | 235 | -78.65 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 490 | 2,233.33 | 128 | 3,075.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 1,152 | -9.08 | 300 | 1.69 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 4,344 | 0.00 | 1,140 | -4.29 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 2,928 | 25.24 | 764 | 40.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 613,335 | 72.19 | 160 | 91.57 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 2,000 | -90.00 | 1 | -100.00 | |||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 53,107 | 3.58 | 13,851 | 15.79 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 163 | -1.81 | 42 | 10.53 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 300 | 78 | |||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | Short | -2,199 | -59.75 | -574 | -55.02 | |||
| 2025-08-13 | 13F | 景顺有限公司 | 931,007 | -23.37 | 242,825 | -14.33 | ||||
| 2025-08-14 | 13F | 采石场LP | 126 | -4.55 | 33 | 6.67 | ||||
| 2025-05-05 | 13F | 米格达勒保险金融控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-03-28 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 4,755 | 24.80 | 1,304 | 24.93 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 20,723 | -24.11 | 5,403 | -14.99 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 2,312 | -19.78 | 603 | -18.62 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 2,812 | -2.60 | 821 | 4.33 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 30,105 | -4.04 | 7,897 | -8.19 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 20,160 | 4.33 | 5,258 | 16.64 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88,077 | -2.40 | 22,972 | 9.12 | ||||
| 2025-05-27 | NP | SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 | 53,154 | -4.37 | 12,401 | -13.27 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 5,046 | -11.04 | 1,316 | -0.53 | ||||
| 2025-05-15 | 13F | 克利尔菲尔德资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 1,666 | 0.00 | 435 | 11.86 | ||||
| 2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,490 | 1.60 | 1,954 | 13.61 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 321 | -37.06 | 84 | -29.66 | ||||
| 2025-05-27 | NP | GEIZX - 成长股票指数基金投资者 | 470 | 0.00 | 110 | -9.17 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 10,418 | -1.14 | 2,761 | 5.95 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 21,727 | 5,667 | ||||||
| 2025-08-29 | NP | FAMVX - FAM 价值基金投资者类别 | 297,930 | 0.00 | 77,706 | 11.80 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 148,690 | -85.27 | 38,781 | -83.53 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 7,488 | -42.80 | 1,953 | -36.05 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 49,300 | 137.02 | 12,858 | 165.00 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 8,400 | -75.22 | 2,191 | -72.31 | |||
| 2025-08-29 | NP | FAMEX - FAM 股息焦点基金投资者类别 | 102,830 | 0.00 | 26,820 | 11.80 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 1,170 | 312 | ||||||
| 2025-08-12 | 13F | 创始者有限公司 | 1,407 | 367 | ||||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 1,015 | -7.73 | 265 | 3.13 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 67,683 | -45.05 | 17,653 | -38.56 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 377 | -6.22 | 98 | 5.38 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,908 | 0.44 | 1,036 | 7.59 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 176,850 | -0.23 | 46,126 | 11.54 | ||||
| 2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 3,144 | 0.00 | 820 | 11.87 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 2,753 | 3.07 | 718 | 15.25 | ||||
| 2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 3,861 | 5.72 | 1,023 | 13.29 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 153,687 | 4.22 | 40,085 | 16.52 | ||||
| 2025-05-06 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 国营农场互助汽车保险公司 | 9,554,660 | 0.00 | 2,492,046 | 11.80 | ||||
| 2025-05-14 | 13F | 直径资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 10,613 | 7.64 | 2,813 | 15.38 | ||||
| 2025-05-22 | 13F | 马特森金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DoubleLine ETF 顾问 LP | 13,235 | 3,452 | ||||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 12,878 | 1.98 | 3,359 | 13.99 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132,406 | 2.69 | 35,097 | 10.07 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 3,760 | 1,005 | ||||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 1,338 | 23.89 | 377 | 50.20 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 18,731 | -44.77 | 4,885 | -38.26 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 1,191 | -8.38 | 311 | 2.31 | ||||
| 2025-03-27 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 302 | 86.42 | 83 | 86.36 | ||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 82,044 | -0.27 | 21,399 | 11.49 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 3,276 | -2.90 | 854 | 8.51 | ||||
| 2025-05-15 | 13F | 第一联邦金融公司 /pa/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 5 | 25.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 1,489 | 75.38 | 388 | 95.96 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 774 | 202 | ||||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 4,943 | 6.60 | 1,289 | 19.24 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 75,370 | -1.41 | 19,658 | 10.23 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 6,081 | 6.95 | 1,586 | 19.61 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 2,052 | 0.20 | 535 | 12.16 | ||||
| 2025-08-27 | NP | WBALX - 平衡基金 - 投资者类别 | 17,500 | 0.00 | 4,564 | 11.81 | ||||
| 2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 242 | |||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 2,491 | 0.00 | 650 | 11.70 | ||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 1,353 | -50.85 | 353 | -45.17 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 35,110 | -2.69 | 9,157 | 8.79 | ||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 705,791 | -2.53 | 185,150 | -6.74 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 65 | 4.84 | 17 | 6.25 | ||||
| 2025-08-12 | 13F | 韦茨投资管理公司 | 211,900 | 0.00 | 55,268 | 11.80 | ||||
| 2025-07-24 | NP | Tema ETF 信托 - Tema 垄断和寡头 ETF | 3,729 | -38.28 | 988 | -33.87 | ||||
| 2025-06-27 | NP | BQMGX - Bright Rock 中型成长基金机构类别股票 | 8,000 | 0.00 | 2,121 | 7.18 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 4,857 | 14.09 | 1,287 | 22.34 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 6,097 | 0.00 | 1,590 | 11.81 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 1,917,960 | -49.12 | 500,242 | -43.12 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 35,913 | -5.28 | 9,367 | 5.89 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,175 | 306 | ||||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 241 | -78.73 | 63 | -76.52 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 3,588 | 1.96 | 936 | 14.02 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84 | -69.89 | 22 | -67.69 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 9,276,482 | -3.35 | 2,419,492 | 8.05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,309 | 116.99 | 2,429 | 140.97 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 66 | 0.00 | 17 | 13.33 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 123 | -22.15 | 32 | -11.11 | ||||
| 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 | 62,689 | 0.00 | 16,445 | -4.31 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 中市值系列 | 4,491 | -3.87 | 1,171 | 7.53 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 155,621 | 2.53 | 40,589 | 14.63 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 39,261 | 0.00 | 10,240 | 11.80 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 1,300 | 550.00 | 339 | 636.96 | |||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 56,031 | 11.54 | 14,852 | 19.55 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 6,084 | 20.98 | 1,587 | 22.66 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 9 | -99.99 | 2 | -99.99 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 3,647 | -2.67 | 951 | 8.81 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 6 | 2 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 69,177 | 18,043 | ||||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 6,132 | -51.77 | 1,625 | -48.31 | ||||
| 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 | 2,952 | 17.94 | 770 | 31.90 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 1,990 | 519 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,371 | 41.78 | 358 | 58.67 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 12,350 | 10.16 | 3,221 | 23.17 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 6,658 | 12.28 | 1,765 | 20.33 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 286 | 31.80 | 75 | 48.00 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 463 | 0.00 | 121 | -3.97 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 35,037 | 12.69 | 9,191 | 7.84 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 5,171 | -1.82 | 1,357 | -6.03 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,236 | -0.55 | 844 | 11.20 | ||||
| 2025-03-28 | NP | GDIV - Harbour 股息增长领先 ETF | 13,407 | 1.22 | 3,676 | 1.30 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 98,459 | 6.73 | 25,680 | 19.32 | ||||
| 2025-04-29 | 13F | 佩森公司 | 1,250 | 0.00 | 292 | -9.35 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 30 | 0.00 | 8 | 0.00 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 27,760 | 0.00 | 7,282 | -4.31 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 19 | 5.56 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 275 | 0.00 | 73 | 5.88 | ||||
| 2025-04-23 | 13F | 马特恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 104 | -4.59 | 27 | 8.00 | ||||
| 2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 297,912 | 0.00 | 77,701 | 11.80 | ||||
| 2025-07-29 | 13F | 伯明翰资本管理公司/等 | 1,424 | 0.00 | 371 | 11.75 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 22,733 | -2.37 | 5,929 | 9.15 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 2,689 | -40.18 | 701 | -33.11 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 1,575 | 16.06 | 411 | 29.75 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 88,695 | 1,947.91 | 23,133 | 2,190.40 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 44,768 | 0.00 | 11,676 | 11.80 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 2,541 | 663 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 76,714 | 381.60 | 20,009 | 438.43 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 11,803 | 49.71 | 3,096 | 43.27 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 162,563 | 303.25 | 42,400 | 350.81 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 1,200 | 0.00 | 330 | 17.92 | ||||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 31 | 0.00 | 8 | 14.29 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 1,885 | 0.00 | 494 | -4.26 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 20,996 | -33.97 | 5,476 | -33.04 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 3,738 | -2.25 | 975 | 9.19 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 950 | 11.63 | 248 | 24.75 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 258 | 0.00 | 67 | 11.67 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 3,083 | 17.58 | 817 | 26.08 | ||||
| 2025-05-12 | 13F | 熵技术有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 3,836 | 45.74 | 1,001 | 62.87 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Xn Lp | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 8,200 | -26.79 | 2,139 | -25.76 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 271,400 | 70,787 | ||||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 102,410 | 0.32 | 26,865 | -4.01 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 1,376 | 0.00 | 359 | 11.53 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 96,640 | 34.47 | 25,206 | 50.33 | ||||
| 2025-06-26 | NP | FRSLX - Nuveen 中型成长机会基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,582 | 0.00 | 3,301 | -4.32 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 2,950 | -4.00 | 769 | 7.40 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 81,957 | -2.88 | 21,376 | 8.58 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 10,492 | 0.00 | 2,737 | 11.81 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,360 | -15.60 | 1,137 | -5.64 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 803 | 4.29 | 209 | 16.76 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 41,000 | -61.56 | 10,694 | -59.96 | ||||
| 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 | 8 | 14.29 | 2 | 100.00 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 898 | 0.00 | 234 | 11.96 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,946 | 4.43 | 8,203 | 11.93 | ||||
| 2025-05-28 | NP | VSEQX - 先锋战略股票基金投资者股份 | 12,486 | 0.00 | 2,913 | -9.31 | ||||
| 2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 108,668 | -13.83 | 28,343 | -3.67 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 1,862 | 0.00 | 486 | 11.75 | ||||
| 2025-05-08 | 13F | 贝福瑞斯特资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 资金存管及寄售 | 1,156 | 302 | ||||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 17 | 0.00 | 4 | -25.00 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 9,985 | 83.31 | 2,329 | 66.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Ivy 中型成长投资组合 IB 级 | 46,706 | 0.00 | 12,182 | 11.79 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 121 | 0.00 | 28 | -9.68 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 157,356 | -2.69 | 41,042 | 8.79 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 8,189 | -1.96 | 2,136 | 9.60 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 2,932 | 5.51 | 765 | 17.90 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 1,470 | 2.94 | 404 | 20.24 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 19,156 | 0.51 | 4,945 | 11.07 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 175 | 105.88 | 46 | 95.65 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 39 | -18.75 | 10 | -9.09 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 48 | 0.00 | 13 | 9.09 | ||||
| 2025-08-29 | NP | OPTZ-优化策略指数ETF | 636 | -0.62 | 166 | 10.74 | ||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,375 | -14.21 | 9,487 | -4.08 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 1,562 | 407 | ||||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 1,876 | -2.09 | 489 | 9.40 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 951 | 248 | ||||||
| 2025-05-27 | NP | 保诚系列基金 - 自然资源投资组合 I 类 | 4,607 | -76.26 | 1,075 | -78.49 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 7,118 | -14.61 | 1,867 | -18.29 | ||||
| 2025-08-22 | NP | SDGAX - DWS资本成长基金A类 | 51,085 | -1.19 | 13,324 | 10.46 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 794 | 207 | ||||||
| 2025-07-22 | 13F | 费尼莫尔资产管理公司 | 665,852 | 0.31 | 173,668 | 12.14 | ||||
| 2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,784 | 34.42 | 13,506 | 50.28 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 1,193 | 0.00 | 311 | 11.87 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 710 | 185 | ||||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 922 | 240 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 96 | 1.05 | 25 | 13.64 | ||||
| 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 | 319 | -6.18 | 85 | 0.00 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 173 | 7.45 | 45 | 21.62 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 1,230 | -0.16 | 321 | 11.50 | ||||
| 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 | 5,108 | 0.00 | 1,332 | 11.84 | ||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 1,460 | -1.15 | 381 | 10.47 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 2,013 | -47.98 | 526 | -41.80 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 223 | -11.51 | 58 | 0.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 35,290 | -44.89 | 9 | -35.71 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 984 | -37.76 | 231 | -43.10 | ||||
| 2025-05-30 | NP | PRNEX - T. Rowe Price 新时代基金公司 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 | 20,054 | -76.45 | 4,679 | -78.64 | ||||
| 2025-07-25 | 13F | 劳森·克鲁克投资管理公司/ne | 21,044 | 0.00 | 5,489 | 11.79 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 7 | 2 | ||||||
| 2025-05-09 | 13F | 赖夫艾森银行国际股份公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 200 | 0.00 | 52 | 13.04 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 363 | 0.00 | 96 | 7.87 | ||||
| 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 | 115,627 | -1.89 | 30,332 | -6.12 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 7,484 | -14.49 | 1,984 | -8.36 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 4,589 | -1.82 | 1,204 | -6.09 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 1,915 | 63.54 | 0 | |||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 12,317 | 0.00 | 3,213 | 8.62 | ||||
| 2025-05-12 | 13F | 理查德·W·保罗联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,785 | 37.04 | 5,549 | 24.31 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 67,914 | -9.18 | 17,713 | 1.54 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 130 | -2.99 | 34 | 6.45 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,200 | 0.00 | 2,938 | -4.30 | ||||
| 2025-07-31 | 13F | 中央银行 | 24 | 0.00 | 6 | 20.00 | ||||
| 2025-03-27 | NP | NWCAX - Nuveen Winslow 大盘成长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,760 | -8.12 | 8,433 | -8.06 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 25 | 7 | ||||||
| 2025-03-26 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 602,981 | -8.76 | 165,307 | -8.69 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 770 | 0.00 | 0 | |||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 264 | -8.97 | 69 | -12.66 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 22,908 | 12.78 | 6,009 | 7.92 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 852 | 222 | ||||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 118,816 | 30,990 | ||||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 42,266 | 5.93 | 11,203 | 13.54 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 25,199 | 15.48 | 6,572 | 29.09 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 21,500 | 6 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 25,180 | 6.09 | 6,568 | 18.60 | ||||
| 2025-06-27 | NP | RSPM - Invesco S&P 500 等权重材料 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 | 29,850 | 9.59 | 7,831 | 4.86 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 1,247 | -3.11 | 325 | 8.33 | ||||
| 2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 2,692 | 702 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 14,606 | 18.49 | 3,809 | 32.49 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 887 | 231 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 332 | 15.28 | 87 | 28.36 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 6,378 | 470.48 | 1,664 | 539.62 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 2,080 | 17.65 | 551 | 26.09 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 61,446 | -3.02 | 16,026 | 8.42 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 9,005 | 3.49 | 2,362 | -0.96 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 383 | 0.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 9,230 | -1.85 | 2,407 | 9.76 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 8,362 | 58.37 | 2,181 | 77.17 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 20 | 185.71 | 5 | 25.00 | ||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 775 | 202 | ||||||
| 2025-05-14 | 13F | 晴雨表资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WELLS FARGO MASTER TRUST - 富国银行 C&B 大盘价值投资组合 C&B 大盘价值投资组合 | 7,619 | -11.92 | 1,999 | -15.73 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra 投资管理有限责任公司 | 699 | 0.00 | 163 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 260,922 | -1.41 | 68,054 | 10.22 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 145,233 | -3.13 | 38,497 | 3.83 | ||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 4,274 | 0.00 | 1,115 | 11.74 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 109 | 21.11 | 28 | 40.00 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 13,017 | 3,395 | ||||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 82,004 | 7.33 | 21,388 | 20.00 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 631 | -3.96 | 165 | 7.19 | ||||
| 2025-07-29 | NP | BLES - 激励全球希望 ETF | 1,296 | 9.64 | 344 | 17.47 | ||||
| 2025-05-15 | 13F | 枫叶资本有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | TOCQX - 托克维尔基金 | 40,000 | 0.00 | 10,493 | -4.31 | ||||
| 2025-08-27 | NP | RYBIX - 基础材料基金投资者类别 | 1,570 | -6.32 | 409 | 4.60 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 378 | -18.88 | 99 | -9.26 | ||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 220,217 | -2.57 | 57,437 | 110,353.85 | ||||
| 2025-05-14 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 1,866 | 240 | ||||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -118 | -9.92 | -31 | 0.00 | |||
| 2025-08-14 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 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 | 164,426 | 12.48 | 43,134 | 7.63 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 908 | 237 | ||||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 2,403 | 0.00 | 630 | -4.26 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 4,354 | 1,136 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 110 | 1.85 | 29 | -3.45 | ||||
| 2025-08-11 | 13F | 法罗金融公司 | 9,506 | -1.02 | 2,479 | 10.67 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 中盘相对价值 VIP 基金 | 9,626 | 1.52 | 2,511 | 13.47 | ||||
| 2025-07-24 | NP | FDEGX - 富达增长策略基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 144,630 | -3.73 | 38,337 | 3.19 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 74,372 | -9.92 | 19,398 | 0.70 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 78,944 | 23.56 | 20,590 | 38.14 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 1,616 | 0.00 | 421 | 11.67 | ||||
| 2025-07-29 | NP | VMIAX - 先锋材料指数基金海军上将股票 | 373,090 | -3.40 | 98,895 | 3.54 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 118,804 | -0.10 | 31 | 11.11 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 2,099 | 4.85 | 1 | |||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 2,280 | 0.04 | 595 | 11.86 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 5,973 | 3.11 | 1,558 | 15.25 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 878,206 | -1.38 | 229,055 | 10.26 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 791,463 | -7.31 | 206,429 | 3.62 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 24 | 6 | ||||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 31 | -24.39 | 8 | -11.11 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 9,503 | 27.45 | 2,519 | 36.63 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,177 | 14.23 | 11,064 | 9.31 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 1,166 | -12.53 | 304 | -1.94 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 78 | 0.00 | 20 | 11.11 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 8,594 | 0.00 | 2,241 | 11.83 | ||||
| 2025-04-17 | 13F | 北极星投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 307 | 132.58 | 81 | 153.13 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 3,024 | 84.17 | 789 | 105.74 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 5,251 | 14.30 | 1,392 | 22.45 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 15,424 | -2.36 | 4,023 | 9.15 | ||||
| 2025-08-29 | NP | EMAAX - 企业并购基金A类 | 8,500 | -3.41 | 2,217 | 7.94 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 3,491,618 | 0.79 | 906,961 | 12.57 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 3,781 | 0.00 | 986 | 11.79 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 105 | -41.67 | 27 | -41.30 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 249 | 65 | ||||||
| 2025-08-13 | 13F | 枫叶资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 3,201 | 0.00 | 835 | 11.80 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 187 | 49 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 2,032 | 4.63 | 558 | 16.49 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 25,121 | 11.41 | 6,552 | 24.56 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 36,244 | 31.20 | 9,453 | 46.69 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 2,425,754 | -8.88 | 632,685 | 1.87 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | 204,724 | 8.31 | 53,396 | 21.09 | ||||
| 2025-07-22 | 13F | 库里南联合公司 | 1,100 | 0.00 | 287 | 11.72 | ||||
| 2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 63,845 | -1.12 | 16,652 | 10.55 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 91,531 | 123.46 | 23,410 | 145.03 |
