机构投资人持股和股东
GE Vernova Inc. (DE:Y5C) 有 3417 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 239,458,450 股股票。 最大股东包括 Fmr Llc, Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Capital International Investors, Geode Capital Management, Llc, Morgan Stanley, and Coatue Management Llc .
GE Vernova Inc. (DB:Y5C)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%。
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 2,190 | 13.65 | 1,159 | 96.94 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 1,083 | -0.09 | 573 | 73.64 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 59 | 31 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,156 | 17.48 | 612 | 103.67 | ||||
| 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 | 15,166 | -2.20 | 8,025 | 69.55 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 528 | 279 | ||||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 1,170 | 619 | ||||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 6,341 | -13.14 | 2,351 | -13.63 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 214,064 | 54.36 | 113,266 | 167.55 | ||||
| 2025-08-14 | 13F | 道富银行 | 11,097,778 | 1.90 | 5,872,389 | 76.62 | ||||
| 2025-05-28 | NP | BBVLX - Bridge Builder 大盘价值基金 | 60,846 | 0.00 | 18,575 | -7.19 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 4,854 | -92.43 | 2,568 | -86.89 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | 0 | ||||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 20,808 | 40.41 | 11,011 | 143.42 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 3,885 | -13.72 | 2,056 | 49.56 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 12 | 0.00 | 6 | 100.00 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 174 | 114.81 | 92 | 283.33 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 19,271 | -3.51 | 10,197 | 67.27 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 433 | 229 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 184 | 97 | ||||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 865 | 4.72 | 458 | 81.35 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 98 | 25.64 | 52 | 121.74 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 850 | 0.00 | 450 | 73.36 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 1,369 | 0.15 | 724 | 73.62 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 8,743 | 4,626 | ||||||
| 2025-05-15 | 13F | DSC Meridian 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 1,181 | -28.38 | 625 | 24.06 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 26 | 0.00 | 14 | 85.71 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 1,989 | 0.00 | 1,052 | 73.31 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 941 | -0.42 | 498 | 72.57 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,330 | -5.67 | 704 | 63.49 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 404 | 214 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 6,418 | 10.26 | 3,396 | 91.05 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 41,698 | -7.52 | 22,064 | 60.29 | ||||
| 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 | 971 | 3.08 | 459 | 45.71 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 661 | 350 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 2,844 | 6.08 | 1,505 | 83.86 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 483 | -6.03 | 0 | |||||
| 2025-08-01 | 13F | 战略金融服务公司， | 1,870 | 76.42 | 990 | 206.19 | ||||
| 2025-04-24 | NP | CZMVX - 多经理价值策略基金机构类 | 3,041 | 0.00 | 1,019 | 0.30 | ||||
| 2025-07-22 | NP | GSMCX - 高盛机构中盘价值基金 | 54,454 | -22.02 | 25,756 | 10.04 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 143,660 | 64.26 | 76,021 | 184.73 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 699 | -3.85 | 370 | 66.97 | ||||
| 2025-08-18 | NP | 科图创新战略基金 | 110,142 | 58,282 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 19,422 | 48.12 | 10,277 | 156.80 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 24 | 118.18 | 13 | 300.00 | ||||
| 2025-08-14 | 13F | Navigoe 有限责任公司 | 84 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 623 | 330 | ||||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 45,200 | 23,918 | ||||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 2,741 | -1.12 | 1,450 | 71.39 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 1,397 | 37.10 | 739 | 137.62 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 1,000 | 529 | |||||
| 2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 428 | 226 | ||||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 13,125 | 0.00 | 6,945 | 73.36 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 75 | 0.00 | 40 | 77.27 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 33,377 | -0.87 | 17,656 | 73.24 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 266,371 | 1.81 | 140,950 | 76.47 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 1,100 | 582 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 51,141 | 501.94 | 27,061 | 943.62 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 644 | 341 | ||||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 62 | 0.00 | 33 | 77.78 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 432 | 229 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 6,348 | 54.34 | 3,359 | 158.71 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 2,156 | 6.05 | 1,141 | 83.87 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 903 | 0.00 | 478 | 73.45 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 11,679 | -5.84 | 6,180 | 63.21 | ||||
| 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 | 396 | 8.20 | 210 | 88.29 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 18,776 | 22.74 | 9,935 | 112.79 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 569 | 301 | ||||||
| 2025-08-12 | 13F | 联合银行 | 549 | -47.61 | 291 | -9.09 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 18,241 | -2.39 | 9,652 | 69.21 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 1,255 | 42.78 | 1 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 6,872 | -6.44 | 3,636 | 62.18 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 99 | 0.00 | 52 | 73.33 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 1,468 | 30.95 | 777 | 126.90 | ||||
| 2025-08-25 | NP | 美国基金保险系列-新世界基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,861 | -55.81 | 1,514 | -23.43 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 2,330 | -8.66 | 1,233 | 58.35 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 34,398 | 14.39 | 18,202 | 98.29 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 1,556 | -12.63 | 475 | -18.80 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 7,303 | 19.74 | 4 | 200.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 464 | 246 | ||||||
| 2025-05-07 | 13F | 云泰资本管理有限公司/香港 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 187,607 | -1.86 | 99,272 | 70.11 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 358,531 | -1.46 | 189,717 | 70.81 | ||||
| 2025-08-05 | 13F | 资本管理协会/纽约/ | 2,300 | 27.78 | 1,217 | 121.68 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 35 | 0.00 | 19 | 80.00 | ||||
| 2025-05-07 | 13F | 云泰资本管理有限公司/香港 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 416 | 220 | ||||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,013 | 0.00 | 536 | 73.46 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 丰业资本公司 | 15,939 | 21.08 | 8,434 | 109.88 | ||||
| 2025-05-14 | 13F | 艾尔伍德资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 4,953 | -23.89 | 2,621 | 31.92 | ||||
| 2025-07-22 | 13F | Hillcrest 财富顾问 - 纽约有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 1,425 | 3.86 | 1 | |||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 3,553 | 1,880 | ||||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 5,610 | 2,969 | ||||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 10,405 | -1.69 | 5,506 | 70.38 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 5,707 | -0.97 | 3,020 | 71.63 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 871 | -12.29 | 461 | 51.82 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 76 | 40 | ||||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 47,967 | -2.45 | 25 | 66.67 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,081 | 0.00 | 573 | 62.32 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 899 | -3.75 | 476 | 66.67 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 5,202 | 17.08 | 2,753 | 88.36 | ||||
| 2025-08-14 | 13F | Yaupon资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 1,119 | -1.24 | 592 | 71.59 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 572 | 303 | ||||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 55,097 | 4.95 | 29,155 | 81.92 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 4,789 | 2.13 | 2,534 | 77.08 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 47 | 25 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 214 | -6.14 | 79 | -7.06 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 977 | -0.71 | 517 | 72.00 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 7,131 | 1.22 | 3,773 | 75.49 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 633 | -0.31 | 335 | 73.06 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 11 | 4 | ||||||
| 2025-08-05 | 13F | 沃什伯恩资本管理公司 | 4,610 | 21.60 | 2,439 | 110.80 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 105 | 0.00 | 56 | 71.88 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 486 | 257 | ||||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 15,078 | 0.53 | 5,591 | -0.02 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 2,911 | 1,540 | ||||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 102 | 54 | ||||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 1,000 | 529 | ||||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 483,800 | 1,779.93 | 256,003 | 3,158.68 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 1,700 | 359.46 | 900 | 856.38 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 172,995 | 91,540 | ||||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 3,571 | -0.50 | 1,890 | 72.51 | ||||
| 2025-05-15 | 13F | 皮克林能源合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | 0 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,940 | 0.57 | 1,026 | 74.49 | ||||
| 2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 12,982 | -59.32 | 6,869 | -29.49 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 22,756 | 21.40 | 10,763 | 71.33 | ||||
| 2025-08-14 | 13F | Aventail 资本集团有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 15,333 | 8,113 | ||||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 136 | -18.07 | 64 | 16.36 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 1,500 | 0.00 | 794 | 73.36 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 5,300 | 0.00 | 2,806 | 73.32 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 33 | 32.00 | 17 | 142.86 | ||||
| 2025-05-28 | NP | JDVSX - 摩根大通多元化基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 78 | -13.33 | 41 | 51.85 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 2,774 | 1,468 | ||||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 1,093 | 11.99 | 578 | 93.96 | ||||
| 2025-03-28 | NP | AMRMX - 美国互惠基金 A 类 | 138,527 | -12.11 | 51,654 | 8.63 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 459 | 0 | ||||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 49 | 26 | ||||||
| 2025-08-07 | 13F | 第1620章 | 84 | -3.45 | 44 | 69.23 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,182 | 0.00 | 12,305 | -0.55 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 979 | 528 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 9 | 5 | ||||||
| 2025-04-17 | 13F | 福斯特维克多财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 8,535 | 11.21 | 5,369 | 71.94 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,009 | 534 | ||||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 50,394 | 7.89 | 26,666 | 87.01 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 278,822 | 56.14 | 147,543 | 170.65 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 1,319 | 9.01 | 624 | 53.83 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 2,017 | 7.52 | 1,067 | 86.54 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 715 | 1.42 | 378 | 75.81 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 6,327 | 154.92 | 3,348 | 342.14 | ||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 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 | 1,471 | -9.31 | 696 | 27.99 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 870 | 0.00 | 460 | 73.58 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 678 | -83.33 | 359 | -71.15 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 537 | 284 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,782 | 54.42 | 943 | 167.61 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 617 | 326 | ||||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 1,166 | -46.22 | 617 | -6.81 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,816 | 26.64 | 961 | 119.68 | ||||
| 2025-07-29 | NP | NUKZ - 范围核复兴指数 ETF | 18,450 | -13.25 | 8,726 | 22.42 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 20 | 0.00 | 6 | 0.00 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,475 | 4.68 | 780 | 81.40 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 427 | 226 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 24 | 0.00 | 9 | 0.00 | ||||
| 2025-07-18 | 13F | 联合银行 | 592 | 313 | ||||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 182,619 | -1.44 | 96,633 | 70.83 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 41,040 | 0.52 | 21,716 | 74.24 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 717 | 0.00 | 379 | 73.85 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 26,615 | 22.60 | 14,083 | 112.51 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 31 | -11.43 | 16 | 60.00 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,014 | 68.54 | 1,066 | 192.58 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 398 | 211 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 35 | -65.00 | 19 | -40.00 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 894 | 22.30 | 473 | 112.11 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 2,287 | 1,210 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,931 | 251.73 | 618 | 73.11 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 19,533 | -5.97 | 9,239 | 32.67 | ||||
| 2025-08-11 | 13F | 基石投资者私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 15 | 0.00 | 8 | 75.00 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 1,063 | 0.95 | 562 | 75.08 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 278,025 | -14.12 | 147,117 | 48.86 | ||||
| 2025-05-14 | 13F | 埃德加·洛马克斯·科/va | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 619 | 0 | ||||||
| 2025-08-14 | 13F | 纽波特信托公司 | 1,712,698 | -51.95 | 906,274 | -16.72 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 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 | 9,387 | -2.12 | 4,967 | 69.70 | ||||
| 2025-07-24 | 13F | 坎普曼·梅丽莎·S. | 3,075 | 1,627 | ||||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 682 | 0.00 | 361 | 73.08 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 5,049 | -32.08 | 2,672 | 17.72 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 1,336 | -0.89 | 707 | 71.78 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,555 | 28.78 | 1,352 | 123.47 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 25 | 0.00 | 1,323 | 73.26 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 431,251 | -33.88 | 228,196 | 14.60 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 8,440 | 4,466 | ||||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 516 | 273 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 928 | 470 | ||||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 1,623 | 859 | ||||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,559 | 825 | ||||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 17,532 | 60.51 | 9,277 | 178.25 | ||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 33,778 | -22.30 | 17,874 | 34.69 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 236,552 | 1.70 | 87,718 | 1.14 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 3,603 | 15.59 | 1,907 | 100.42 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 869 | -34.17 | 0 | |||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 64 | 24 | ||||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 26 | 13.04 | 10 | 12.50 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 949 | 31,533.33 | 502 | |||||
| 2025-07-29 | 13F | RWQ 财务管理服务公司 | 3,550 | 57.78 | 1,878 | 173.76 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 2,632 | 0.00 | 1,393 | 73.35 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,719 | -7.58 | 910 | 60.32 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 720 | -10.78 | 381 | 54.47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 5 | 3 | ||||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 750 | 2.74 | 397 | 78.38 | ||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 91,963 | -43.56 | 48,662 | -2.18 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 30 | 16 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 6,949 | 25.00 | 3,677 | 83.57 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 2,480 | 67.12 | 1,312 | 189.62 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,559 | -69.72 | 825 | -47.55 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 44,964 | -0.34 | 23,793 | 72.74 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 4,543 | 0.69 | 1,685 | 0.12 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 68 | -5.56 | 36 | 66.67 | ||||
| 2025-08-14 | 13F | 猫头鹰溪资产管理有限合伙人 | 56,775 | 30,042 | ||||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 165 | 3.12 | 87 | 81.25 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 1,444 | 0.56 | 764 | 74.43 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 1,845 | -3.00 | 976 | 68.28 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 569 | 301 | ||||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 1,124 | 9.02 | 1 | |||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 309 | 0.00 | 164 | 73.40 | ||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,350 | 25.46 | 714 | 117.68 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 7,271 | 3.58 | 3,439 | 46.22 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 3,457 | 1.53 | 1,829 | 76.03 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 8,314 | 4,399 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 3,600 | 64.23 | 1,905 | 184.75 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 467 | 247 | ||||||
| 2025-05-21 | NP | MTCGX - M 大盘成长基金 | 12,800 | 0.00 | 3,908 | -7.20 | ||||
| 2025-05-12 | 13F | Pinpoint资产管理有限公司 | 109 | 19.78 | 33 | 13.79 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 2,521 | 37.09 | 1,334 | 137.79 | ||||
| 2025-08-19 | 13F | Marex 集团 | 1,232 | 652 | ||||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 1,654 | 0.98 | 875 | 75.00 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 452 | -92.52 | 239 | -87.05 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 37,411 | -4.50 | 19,796 | 65.53 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 5 | 0.00 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,660 | 24.77 | 1,408 | 116.46 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 997 | -7.34 | 528 | 60.67 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 5,368 | 15.76 | 2,840 | 100.71 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 8,696 | 21.10 | 4,601 | 109.90 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 2,447 | 8.04 | 1,295 | 87.26 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 906 | -2.89 | 479 | 68.66 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 487,140 | 0.76 | 257,770 | 74.66 | ||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 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 | 49,711 | 11.59 | 23,512 | 57.48 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 2,600 | 266.71 | 1,376 | 663.89 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 1,674 | 47.23 | 886 | 155.04 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 190,650 | 4.72 | 100,882 | 81.52 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 2,208 | 3,706.90 | 1,168 | 6,770.59 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 4,600 | -2.13 | 2,434 | 69.74 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 523 | 8.06 | 265 | 80.27 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 402 | 2.55 | 213 | 78.15 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 15,948 | -0.13 | 8,439 | 73.12 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 2,398 | -2.36 | 1,269 | 53.70 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 6,515 | -49.72 | 2,429 | -37.85 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 46,827 | 0.22 | 24,778 | 73.71 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 578 | 306 | ||||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 549 | 291 | ||||||
| 2025-05-09 | 13F | 美国资产公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 13,200 | 0.76 | 6,985 | 74.64 | ||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 2,177 | 12.22 | 1,152 | 94.43 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 886 | 30.49 | 469 | 126.09 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 237 | -0.84 | 125 | 73.61 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 982 | -73.66 | 520 | -54.39 | ||||
| 2025-05-14 | 13F | 伊塔乌联合银行控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 47 | 161.11 | 24 | 360.00 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,250 | 22.91 | 662 | 113.23 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 9,391 | 54.30 | 4,969 | 167.58 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,423 | 23.52 | 753 | 114.25 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 1,981 | -8.63 | 1,048 | 58.55 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 684 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 1 | 0.00 | 1 | |||||
| 2025-05-15 | 13F | 高瓴资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Rithm资本公司 | 3,800 | 0.00 | 2,011 | 73.28 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,983 | -5.30 | 1,049 | 64.16 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 349,588 | -1.84 | 185 | 70.37 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 35,187 | -66.50 | 18,619 | -41.94 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 593 | 314 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 1,691 | -3.37 | 895 | 67.42 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 1,242 | 657 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 16 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 1,577 | -27.53 | 233 | -65.06 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 37,809 | -0.91 | 20,007 | 71.77 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 1,093 | -27.66 | 578 | 25.38 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 390 | 206 | ||||||
| 2025-08-13 | 13F | MYDA 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 2,513 | 1,330 | ||||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 1,560 | 3.04 | 738 | 45.36 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 75,294 | -27.98 | 39,842 | 24.84 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,214 | 8.33 | 1,993 | 52.95 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,028,514 | -17.42 | 541,235 | 47.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 362 | -3.47 | 192 | 67.54 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 766 | 0.00 | 405 | 73.82 | ||||
| 2025-08-14 | 13F | 城堡胡克合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,475 | 30.53 | 780 | 126.74 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 1,120 | 1.91 | 593 | 76.72 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 197,470 | 0.80 | 104,491 | 74.71 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 2,107 | -10.61 | 1,115 | 54.94 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 1,951 | 29.38 | 1,032 | 124.35 | ||||
| 2025-08-11 | 13F | 信托银行 | 1,926 | 1,019 | ||||||
| 2025-08-05 | 13F | TSFG有限公司 | 99 | -4.81 | 0 | |||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 18,733 | -33.99 | 9,913 | 14.42 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 5,782 | 0.02 | 3,060 | 73.41 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 657 | 2.18 | 348 | 77.04 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 41,076 | 21,735 | ||||||
| 2025-07-30 | NP | MSS 系列信托 - One Rock 基金 | 1,300 | 615 | ||||||
| 2025-05-22 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 8,457 | -11.57 | 2,582 | -17.93 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 114,534 | -0.94 | 42,471 | -1.48 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 5,124 | 16,429.03 | 2,636 | 29,177.78 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 2,419 | 13.51 | 1,280 | 96.92 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 9,386 | 4,967 | ||||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 623 | 315 | ||||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 46,400 | 24,553 | ||||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 848 | 20.97 | 449 | 109.35 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 727 | 0.00 | 385 | 73.76 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 7,942 | 10.77 | 4,203 | 92.05 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 7,137 | -7.06 | 4 | 50.00 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 3,663 | 10.90 | 1,938 | 92.26 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 31,887 | 8.51 | 16,873 | 88.10 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 392 | 207 | ||||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 1,376 | -3.23 | 728 | 67.74 | ||||
| 2025-08-12 | 13F | Bravias 资本集团有限责任公司 | 418 | 221 | ||||||
| 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 | 24,525 | 60.56 | 11,600 | 126.59 | ||||
| 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 | 2,400 | 0.00 | 1,135 | 41.17 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 6,230 | -22.38 | 3,297 | 34.53 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 174 | 0.00 | 92 | 73.58 | ||||
| 2025-08-26 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 16,829 | 7.84 | 8,905 | 86.96 | ||||
| 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 | 14,051 | -1.40 | 7,435 | 70.92 | ||||
| 2025-08-22 | NP | FRNW - 富达清洁能源 ETF | 2,265 | -39.31 | 1,199 | 5.18 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 3,690 | 67.96 | 1,953 | 191.34 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 95,110 | -3.63 | 50,327 | 67.04 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,006 | 679.84 | 532 | 1,264.10 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 370 | 30.28 | 196 | 126.74 | ||||
| 2025-08-14 | 13F | 安盛公司 | 29,163 | -2.03 | 15,432 | 69.81 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 1,642 | 143.26 | 869 | 321.36 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 2,943 | 2.51 | 1,557 | 77.74 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 5,900 | 3,122 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 59,021 | 3.38 | 31,231 | 79.18 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Call | 5,000 | -77.78 | 2,646 | -61.49 | |||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 1,300 | 65.82 | 688 | 187.45 | ||||
| 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 | 8,406 | 12.26 | 3,976 | 58.43 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 807 | 427 | ||||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 19 | 0.00 | 10 | 100.00 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 10,799 | 20.11 | 5,714 | 108.24 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 7,246 | 238.44 | 3,834 | 487.14 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Put | 11,000 | -58.49 | 5,821 | -28.05 | |||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 409 | 216 | ||||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 3,192 | 170.51 | 1,689 | 369.17 | ||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 1,022 | 541 | ||||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 5,268 | 73.80 | 2,788 | 201.30 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,266 | -1.59 | 5,432 | 10.09 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 631 | 0.00 | 334 | 73.44 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 4,132 | -5.29 | 1,954 | 33.65 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 600 | 317 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,698 | -1.86 | 1 | |||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 515 | 273 | ||||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 564 | 298 | ||||||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 1,217 | 2.96 | 644 | 78.61 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 6,334 | -6.56 | 3,352 | 61.96 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 700 | -93.97 | 370 | -89.55 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 77 | -86.35 | 36 | -80.95 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 549 | 291 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 149 | 1.36 | 79 | 77.27 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 594 | 314 | ||||||
| 2025-07-23 | 13F | 慢资本公司 | 970 | 513 | ||||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 1,105 | -3.07 | 585 | 67.82 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 6 | 0.00 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 3,172 | -82.59 | 1,500 | -75.43 | ||||
| 2025-08-13 | 13F | 第1832章 | 624,475 | 241.24 | 330,441 | 491.49 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 27,604 | -38.01 | 14,607 | 7.44 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 102 | -19.69 | 54 | 39.47 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 748 | 396 | ||||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 3,097 | 1,639 | ||||||
| 2025-08-12 | 13F | 恒线顾问公司 | 504,965 | 4.07 | 267,202 | 80.38 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 77 | 0.00 | 41 | 73.91 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 545 | 288 | ||||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 495 | 262 | ||||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 484 | 256 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 657 | 143.33 | 311 | 244.44 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 135 | 0.00 | 71 | 73.17 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 4,646 | -3.77 | 3,001 | 103.67 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 545 | 288 | ||||||
| 2025-07-29 | 13F | 财富流顾问公司 | 1,572 | 5.79 | 832 | 83.44 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 2,930 | 4.79 | 1,551 | 81.71 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 9,424 | -39.62 | 4,987 | 4.66 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 9,400 | 0.00 | 4,974 | 73.37 | ||||
| 2025-07-10 | 13F | 波利安塔有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 1,727 | 914 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 51,000 | -67.56 | 26,987 | -43.77 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 26,000 | -69.59 | 13,758 | -47.29 | |||
| 2025-08-14 | 13F | 高盛集团公司 | 2,636,147 | -8.70 | 1,394,917 | 58.26 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 13,204 | 6,987 | ||||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 159 | -44.01 | 75 | -21.05 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 5,525 | 1.36 | 2,924 | 75.66 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 36,372 | -2.75 | 19 | 72.73 | ||||
| 2025-08-05 | 13F | 好事达公司 | 571 | -94.18 | 302 | -89.92 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 5,450 | 2,884 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 4,842 | 2,562 | ||||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 491 | 260 | ||||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 485 | 0.00 | 257 | 72.97 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 30,579 | 23.47 | 20,191 | 167.08 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 97 | 21.25 | 51 | 112.50 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 7,442 | 1.29 | 3,938 | 75.60 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 2,051 | 1.99 | 1,038 | 60.03 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 13,166 | 7.94 | 6,967 | 87.11 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 624 | 330 | ||||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 2,483 | 3.67 | 1,314 | 79.62 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 2,317 | 236.77 | 797 | 78.08 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 3,992 | -4.66 | 2,112 | 65.26 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 7,820 | 560.47 | 4,138 | 1,045.98 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 3,490 | -18.63 | 1,882 | 34.55 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 65,785 | 5.20 | 34,810 | 82.35 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 13 | 0.00 | 0 | |||||
| 2025-06-24 | NP | FNCRX - 富兰克林自然资源基金 C 类 | 5,300 | 35.90 | 1,965 | 35.14 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 2,735 | -20.84 | 1,447 | 38.34 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 11,724 | 10.24 | 6,204 | 91.10 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 190,371 | 43.97 | 100,713 | 149.53 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,663 | 10.57 | 880 | 91.50 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 48,607 | 2.09 | 18,024 | 1.53 | ||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 2,125 | 0.00 | 1,124 | 73.46 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 1,678 | 622 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 141,784 | 27.02 | 75,025 | 120.16 | ||||
| 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 | 362 | 47.15 | 192 | 154.67 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,401 | 3.17 | 741 | 78.99 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 526 | 278 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 1,328 | 703 | ||||||
| 2025-08-08 | 13F | 切罗基保险公司 | 656 | 0.00 | 347 | 73.50 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 61,982 | -4.07 | 22,984 | -4.60 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 74 | 0.00 | 39 | 77.27 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 31,220 | 28.82 | 11,577 | 28.11 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 3,304 | -5.36 | 1,748 | 64.13 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 1,600 | 33.33 | 847 | 131.15 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 588 | 107.04 | 218 | 107.62 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 421 | 271 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,054 | -38.65 | 558 | 6.30 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 98 | 52 | ||||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 83 | 0.00 | 44 | 72.00 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 15 | 0.00 | 8 | 75.00 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 566 | 299 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 273 | -25.41 | 144 | 29.73 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 3,949 | 0.38 | 1,464 | -0.14 | ||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | 384,669 | -22.23 | 203,548 | 34.80 | ||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Call | 300 | -98.11 | 159 | -96.74 | |||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 34,366 | 3.30 | 18,185 | 79.06 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | 基数战略财富指南 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 720 | -0.41 | 381 | 72.73 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 3,127 | 1,655 | ||||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 1,008 | 0.20 | 533 | 73.62 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 799 | 11.13 | 423 | 92.69 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,549,947 | 19.11 | 820,155 | 106.45 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 9,155 | 11.62 | 4,844 | 93.53 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 8,307 | -4.09 | 4,395 | 66.29 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 568 | 306 | ||||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Put | 14,200 | 7,514 | |||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 47,475 | 6.75 | 25,121 | 85.03 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 194,385 | 17.78 | 91,940 | 66.21 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 6,444 | 25.66 | 2,390 | 24.95 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 640 | 339 | ||||||
| 2025-08-22 | NP | FFIDX - 富达基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 159,700 | 55.20 | 84,505 | 169.01 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 911 | 0.55 | 482 | 74.64 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 1,428 | 2.15 | 756 | 77.23 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 2,822 | -14.41 | 1,046 | -14.89 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 4,820 | 38.78 | 2,551 | 140.57 | ||||
| 2025-08-14 | 13F | 第一威尔希尔证券管理公司 | 533 | 282 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 12,429 | -78.16 | 6,577 | -62.15 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 500 | 265 | ||||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 524 | 277 | ||||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 5,217 | 2,761 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 12,752 | -6.31 | 6,748 | 62.38 | ||||
| 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 | 214 | -5.73 | 113 | 63.77 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 75,133 | -3.80 | 27,861 | -4.33 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 16,605 | 17.73 | 8,786 | 104.09 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 534 | 283 | ||||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 343 | 9.94 | 181 | 90.53 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 733 | 388 | ||||||
| 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 | 11,454 | 29.19 | 6,061 | 123.95 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 2,061 | 49.78 | 1 | |||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,171 | 32.47 | 357 | 23.10 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 3,709 | 11.65 | 1,963 | 93.49 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 706 | -76.72 | 374 | -59.68 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 13,511 | -6.07 | 7 | 75.00 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 7,094 | -4.06 | 3,754 | 66.28 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 2,945 | 14.50 | 1,558 | 98.47 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 480 | 255 | ||||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 1,800 | 0.00 | 851 | 41.60 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 7,152 | 14.54 | 3,383 | 61.66 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 3,177 | -84.80 | 1,681 | -73.66 | ||||
| 2025-08-14 | 13F | 梅里韦瑟投资管理有限合伙人 | 122,356 | -40.00 | 64,745 | 3.99 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 58,567 | -1.22 | 30,991 | 71.22 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 6,413 | 3,393 | ||||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 9 | 0.00 | 5 | 100.00 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 34,200 | 18,097 | |||||
| 2025-07-17 | 13F | 多普金斯财富管理有限公司 | 476 | -28.74 | 252 | 23.65 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 64 | 0.00 | 34 | 73.68 | ||||
| 2025-08-12 | 13F | 有抱负的创业公司 | 589 | 0.00 | 312 | 30.13 | ||||
| 2025-08-14 | 13F | 特鲁斯资本顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 2,582 | 73.17 | 1,366 | 200.22 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 23,362 | -2.63 | 12,362 | 68.79 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 3,176 | -3.05 | 1,681 | 68.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 17,848 | 9,444 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 8,025 | 14.40 | 4,246 | 98.32 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 739 | -6.93 | 391 | 61.57 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 28,429 | 215.56 | 13,446 | 345.38 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 1,204 | -2.43 | 637 | 69.41 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 43 | 16 | ||||||
| 2025-08-08 | 13F | 维斯特科公司 | 7,355 | 44.07 | 4 | 200.00 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 107 | 0.00 | 57 | 75.00 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 3,230,919 | -3.74 | 1,709,641 | 66.84 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 99 | 1.02 | 52 | 79.31 | ||||
| 2025-08-05 | 13F | 连续财富顾问有限公司 | 683 | 361 | ||||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 2,453 | 1.36 | 1,298 | 75.88 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 9,575 | 0.00 | 5 | 150.00 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 58,778 | -0.75 | 31,102 | 72.04 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 644 | 341 | ||||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,582 | 6.96 | 1 | |||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 763 | 3.25 | 404 | 79.11 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 3,436 | 4.53 | 1,818 | 81.16 | ||||
| 2025-06-02 | 13F | 视凯威投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,603 | 4.70 | 848 | 81.58 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 230 | 122 | ||||||
| 2025-07-21 | 13F | 范德比尔特大学 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,941 | 33.68 | 1,027 | 131.83 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 987 | -8.10 | 522 | 59.63 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 4,756 | 25.85 | 2,517 | 118.21 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 150 | -17.13 | 79 | 43.64 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 21,554 | 7,993 | ||||||
| 2025-05-29 | NP | RGRYX - Victory RS成长基金Y类 | 3,500 | 1,068 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 4,657 | -5.81 | 2,464 | 63.29 | ||||
| 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 | 664 | -7.39 | 314 | 30.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 58,388 | 0.00 | 30,896 | 73.34 | ||||
| 2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 993 | 31.00 | 525 | 127.27 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 215,903 | 0.85 | 114,245 | 74.81 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 21,100 | 148.24 | 11,165 | 330.42 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 11,076 | -79.46 | 5,861 | -64.39 | ||||
| 2025-04-29 | 13F | 康普顿财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 38,800 | 54.58 | 20,531 | 167.96 | |||
| 2025-08-27 | NP | CSMEX - Carillon Scout 中盘基金 A 类 | 52,728 | -13.89 | 27,901 | 49.25 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 469 | 248 | ||||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,464 | 1.74 | 775 | 76.31 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 12,850 | 37.61 | 6,800 | 138.56 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 82,702 | 0.52 | 30,668 | -0.04 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 1,618 | 6.24 | 856 | 84.48 | ||||
| 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 | 68,900 | 11.85 | 25,549 | 11.23 | ||||
| 2025-05-09 | 13F | 丽城贸易有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 500 | 19.05 | 265 | 106.25 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 70 | 0.00 | 37 | 76.19 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 5,297 | 115.85 | 2,803 | 274.10 | ||||
| 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 | 1,526 | 17.29 | 566 | 16.49 | ||||
| 2025-05-09 | 13F | 丽城贸易有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | STXV - Strive 1000 价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | 丽城贸易有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 413 | 0 | ||||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 1,364,781 | -19.51 | 722,174 | 39.52 | ||||
| 2025-08-14 | 13F | 阿瓦拉全球有限合伙人 | 248,201 | 0.00 | 131,336 | 73.33 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 1,960 | -1.06 | 1,037 | 71.69 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 13,391 | 14.75 | 4,966 | 14.11 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 3,023 | 71.76 | 1,600 | 197.77 | ||||
| 2025-08-07 | 13F | 博尼特资本管理有限责任公司 | 2,100 | -34.38 | 1,111 | 13.83 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 12,642 | -33.27 | 6,690 | 15.67 | ||||
| 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 | 324 | 0.00 | 120 | 0.00 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 622 | -26.39 | 329 | 28.02 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 22 | 37.50 | 12 | 175.00 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 487 | 258 | ||||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 699 | 370 | ||||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 15 | 0.00 | 8 | 75.00 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 64 | 0.00 | 34 | 73.68 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 935 | -21.43 | 495 | 36.09 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 756 | 400 | ||||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 740 | 61.93 | 274 | 61.18 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 6,432 | 14.71 | 3,403 | 98.89 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 37,954 | -16.14 | 20 | 53.85 | ||||
| 2025-08-08 | 13F | 格林资本管理有限公司 | 24 | -48.94 | 13 | -14.29 | ||||
| 2025-03-31 | NP | FDVV - 富达高股息 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 | 105,808 | 17.64 | 39,454 | 45.42 | ||||
| 2025-08-07 | 13F | 索林达资本管理有限公司 | 453 | 240 | ||||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 665,828 | 17.24 | 352,323 | 103.22 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 3,180 | 0.76 | 1,683 | 74.66 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 72 | 0.00 | 38 | 80.95 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 4,558 | -2.90 | 2,412 | 68.37 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 439 | 208 | ||||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 558 | 295 | ||||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 4,745 | 240.88 | 2,511 | 491.98 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 14,948 | 0.00 | 7,910 | 73.33 | ||||
| 2025-08-14 | 13F | 石板路径资本有限合伙人 | 225,798 | -34.85 | 119,481 | 12.92 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 919 | 10.19 | 486 | 91.34 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 405 | 214 | ||||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 989 | 11.37 | 523 | 92.99 | ||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 1,253 | 0.00 | 593 | 41.29 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 416 | -30.32 | 0 | |||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 41,666 | 39.98 | 22 | 144.44 | ||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,371 | 22.08 | 508 | 21.53 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,208 | 639 | ||||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 679 | 359 | ||||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 425,950 | 410.74 | 225,336 | 785.12 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 12 | 6 | ||||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 84,070 | -29.75 | 44,486 | 21.76 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 12,702 | -7.01 | 6,721 | 61.18 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 2,576 | -2.02 | 1,363 | 69.95 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 120,491 | -0.43 | 63,758 | 72.59 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 8,358 | -29.95 | 4,422 | 21.42 | ||||
| 2025-06-26 | NP | FTQGX - 富达专注股票基金 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 3,865 | -0.34 | 2,045 | 72.87 | ||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 88,243 | -27.78 | 46,694 | 25.19 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 6,129 | -10.80 | 2,899 | 25.84 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,414 | 5.14 | 1,277 | 82.43 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 489 | -6.68 | 259 | 62.26 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 62 | 33 | ||||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 3,565 | 8.10 | 1,887 | 87.48 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 博斯曼财富管理有限责任公司 | 4,227 | 2,237 | ||||||
| 2025-07-23 | 13F | 巅峰财务管理公司 | 542 | -39.24 | 287 | 5.15 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 能源 II 级 | 1,042 | 0.77 | 551 | 74.92 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 368 | -1.60 | 195 | 70.18 | ||||
| 2025-08-22 | NP | FSRRX - 富达战略实际回报基金 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 | 431 | 15.24 | 228 | 100.00 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 5,339 | 21.59 | 2,825 | 110.82 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 5,367 | 3.27 | 2,538 | 45.78 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 1,188 | 0.00 | 363 | -7.18 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 151 | 14.39 | 80 | 97.50 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 513 | -3.75 | 272 | 67.28 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 12,919 | 0.00 | 7 | 100.00 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 1,633 | 0.00 | 864 | 73.49 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 12,445 | 26.64 | 6,585 | 119.57 | ||||
| 2025-05-27 | NP | IWX - iShares Russell 价值 200 强 ETF | 51,148 | 29.91 | 15,614 | 20.57 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 78 | -60.41 | 29 | -61.64 | ||||
| 2025-08-11 | 13F | 里夫斯 WH 有限公司 | 20,000 | 0.00 | 10,583 | 73.35 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 80 | 42 | ||||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 1,985 | 0.00 | 606 | 0.00 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 305,122 | 37.82 | 161,455 | 138.88 | ||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 106,950 | 2.20 | 50,585 | 44.22 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 4,920 | 32.51 | 2,603 | 129.74 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 133 | 70 | ||||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 1,546 | 162.48 | 818 | 356.98 | ||||
| 2025-07-08 | 13F | 银叶资本合伙公司 | 581 | 307 | ||||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 960 | -0.10 | 508 | 73.04 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 11,175 | 17.08 | 5,913 | 102.99 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 982 | -0.61 | 520 | 72.43 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 286 | 43.72 | 135 | 104.55 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 425 | 225 | ||||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -57 | -38.71 | -30 | 7.14 | |||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 1,503 | 5.77 | 795 | 83.18 | ||||
| 2025-08-15 | 13F | 布鲁克菲尔德资产管理公司 | 10,813 | 2.36 | 5,722 | 77.45 | ||||
| 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 | 1,379 | -9.04 | 730 | 57.79 | ||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | 13,800 | -92.31 | 7,302 | -86.67 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 874 | 511.19 | 413 | 778.72 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 1,915 | 0.00 | 1,013 | 73.46 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 130,121 | 15.33 | 69 | 100.00 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 11,323 | 964.19 | 5,992 | 1,749.07 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 693 | 367 | ||||||
| 2025-05-15 | 13F | 贝恩资本公共股权有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 416 | 220 | ||||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 1,173 | 7.03 | 621 | 85.93 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 952 | 3.03 | 504 | 78.37 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,664 | 4.92 | 787 | 48.21 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 424 | -15.20 | 224 | 47.37 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 803 | 32.56 | ||||||
| 2025-08-13 | 13F | 道奇考克斯 | 162,221 | -5.53 | 85,839 | 63.75 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 3,651 | -63.49 | 1,932 | -36.73 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 25,134 | 24.69 | 13,300 | 116.14 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 294 | 139 | ||||||
| 2025-04-09 | 13F | Capital CS 集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 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 | 88,584 | 10.34 | 29,692 | 10.69 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 4,060 | 1,920 | ||||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 2,422 | 0.29 | 898 | -0.22 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 1,282 | 38.15 | 678 | 139.58 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 397 | 0.00 | 210 | 73.55 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 706 | 77.39 | 262 | 76.35 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 3,556 | -3.24 | 1,882 | 67.80 | ||||
| 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist 基金顾问类 | 1,863 | -27.06 | 881 | 2.92 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 909 | -0.76 | 481 | 72.04 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 330 | 0.00 | 174 | 74.00 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 584 | 309 | ||||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,838 | 7.55 | 973 | 86.56 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 686 | -56.44 | 363 | -24.58 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 766 | -4.25 | 405 | 65.98 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 7,343 | -0.27 | 3,886 | 72.90 | ||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 14,651 | 7,753 | ||||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 1,444 | -38.16 | 764 | 7.30 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 4,061 | -16.29 | 2,149 | 45.14 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 34,394 | 66.23 | 18,200 | 188.14 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 390 | 0.00 | 206 | 73.11 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 3,650 | 11.01 | 1,931 | 92.52 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 152,685 | 1.59 | 80,793 | 76.09 | ||||
| 2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 13,182 | -16.36 | 6,975 | 44.98 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 19 | 10 | ||||||
| 2025-07-28 | 13F | 白羊座财富管理 | 1,980 | 0.00 | 1,048 | 73.34 | ||||
| 2025-07-21 | 13F | 哈德曼约翰斯顿全球顾问有限公司 | 511 | 270 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,799 | 12.28 | 2,539 | 94.71 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 6,108,484 | 2.16 | 3,221,404 | 77.14 | ||||
| 2025-05-08 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,695 | 39.85 | 897 | 142.82 | ||||
| 2025-05-08 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 7,182 | 2.76 | 3,800 | 78.15 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 3,057 | -56.94 | 1,618 | -25.38 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 532 | 282 | ||||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 7,463 | 2,032.29 | 2,767 | 2,028.46 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 406 | -52.68 | 151 | -52.98 | ||||
| 2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 47,998 | -0.96 | 25,398 | 71.67 | ||||
| 2025-06-26 | NP | CCSO - Carbon Collective Climate Solutions 美国股票 ETF | 4,464 | 5.46 | 1,655 | 4.88 | ||||
| 2025-08-13 | 13F | 格罗夫街信托有限责任公司 | 640 | 339 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 66,333 | 19.45 | 35,100 | 107.04 | ||||
| 2025-08-14 | 13F | 希尔特尔卡拉汉有限公司 | 577 | 305 | ||||||
| 2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 16,332 | 11.37 | 7,725 | 57.15 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 2,027 | -15.79 | 959 | 18.86 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 8,745 | 6.46 | 4,628 | 77.89 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 44 | -6.38 | 23 | 64.29 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 247 | -0.40 | 0 | |||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 2,099 | 6.82 | 1,111 | 85.31 | ||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 43,967 | -97.51 | 23,265 | -95.69 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 86 | 0.00 | 45 | 73.08 | ||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 1,106 | 3.46 | 585 | 79.45 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 441 | 233 | ||||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 556 | 294 | ||||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 13,618 | 1.72 | 7,206 | 76.29 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,320 | 0.46 | 698 | 74.06 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,121 | 47.70 | 1,651 | 156.37 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 787,075 | 13.53 | 416,481 | 96.79 | |||
| 2025-08-06 | 13F | 梵克雅宝资产管理公司 | 919 | -1.29 | 486 | 71.13 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 837,268 | 50.15 | 443,040 | 160.26 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 778,000 | 101.45 | 411,679 | 249.18 | |||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 3,733 | 11.13 | 1,975 | 92.31 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 27,127 | -17.27 | 14,354 | 43.40 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 2,451 | -20.45 | 1,297 | 37.87 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 4,184 | -16.10 | 2,214 | 45.47 | ||||
| 2025-08-14 | 13F | 波特雷罗资本研究有限公司 | 16,130 | -23.66 | 8,535 | 32.33 | ||||
| 2025-07-25 | 13F | 退休计划集团有限责任公司/纽约 | 2,872 | 0.03 | 1,520 | 73.40 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 752 | -1.70 | 398 | 70.82 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 3,605 | 18.04 | 1,907 | 104.61 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 4,262 | -39.79 | 2,255 | 4.35 | ||||
| 2025-03-27 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -355 | -132 | |||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 14,782 | 25.33 | 7,822 | 117.25 | ||||
| 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 | 10 | 11.11 | 4 | 0.00 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 607 | 322 | ||||||
| 2025-08-14 | 13F | 电子资本合作伙伴有限责任公司 | 191,267 | -26.99 | 101,209 | 26.55 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 35,719 | 0.00 | 18,901 | 73.33 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 39,996 | 9.17 | 20,351 | 87.92 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 1,700 | 70 | ||||||
| 2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 932 | -0.64 | 493 | 72.38 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 5,982 | 92.78 | 3,165 | 234.21 | ||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 604 | 320 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 795 | 421 | ||||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 663 | -24.23 | 351 | 31.09 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 8,143 | 0.00 | 4,309 | 73.36 | ||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 5,945 | 23.55 | 3,146 | 114.09 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 15,666 | -0.84 | 8,290 | 71.86 | ||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 2,578 | 0.66 | 1,364 | 74.65 | ||||
| 2025-08-06 | 13F | 南州公司 | 2,021 | 385.82 | 1,069 | 748.41 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 247,667 | -28.97 | 131 | 22.64 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 226,476 | 2.24 | 117,097 | 73.17 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 42,555 | -1.20 | 22,518 | 71.24 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,571 | -2.48 | 3,477 | 69.11 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 7,475,266 | -38.31 | 3,954,147 | 6.90 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 3,657 | -14.91 | 1,935 | 47.48 | ||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 1,137 | 0.53 | 602 | 74.20 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 10,425 | 0.01 | 5,516 | 73.35 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 1,085 | 20.69 | 574 | 109.49 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 16,475 | -2.16 | 8,718 | 69.59 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 737 | 0.14 | 390 | 73.66 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 11,772 | -1.65 | 6,229 | 70.47 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 33,517 | -4.86 | 17,736 | 64.92 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 159 | |||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 6,541 | 12.04 | 3,461 | 94.22 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,067 | -8.88 | 564 | 57.98 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,619 | 28.63 | 1,239 | 81.52 | ||||
| 2025-07-28 | 13F | 瑞奥斯资本工程公司 | 23,000 | 12 | ||||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 583 | 309 | ||||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 733 | -5.30 | 388 | 63.98 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 8 | 4 | ||||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 13,159 | -0.26 | 6,963 | 72.91 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 236 | -18.90 | 125 | 40.91 | ||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 24,632 | -3.21 | 13,034 | 67.77 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 82,000 | -77.85 | 43,390 | -61.61 | |||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,100 | 10.00 | 582 | 90.82 | |||
| 2025-08-11 | 13F | 花旗集团 | 1,040,631 | 72.53 | 550,650 | 199.05 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 108,200 | -39.79 | 40,123 | -40.12 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 1,694 | 0.12 | 896 | 73.64 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 19 | 375.00 | 10 | 900.00 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 33,958 | -0.30 | 17,969 | 84.40 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 511 | 270 | ||||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 1,363 | -6.45 | 721 | 62.39 | ||||
| 2025-08-29 | NP | KMDVX - Keeley Mid Cap Dividend Value Fund A 类 | 3,636 | -34.47 | 1,924 | 13.59 | ||||
| 2025-08-08 | 13F | VERITY 财富顾问 | 933 | 0.00 | 494 | 73.59 | ||||
| 2025-05-15 | 13F | 未来资产证券（美国）有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | 劳特巴赫财务顾问有限责任公司 | 657 | 348 | ||||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 6,841 | -3.39 | 2,088 | -10.35 | ||||
| 2025-05-15 | 13F | 未来资产证券（美国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 6,151 | 6.40 | 2,909 | 50.18 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions 有限责任公司 | 2,365 | 1,252 | ||||||
| 2025-08-06 | 13F | 神剑管理公司 | 914 | 0.00 | 484 | 73.12 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 2,333 | 1 | ||||||
| 2025-07-28 | 13F | 纳德勒金融集团公司 | 471 | 249 | ||||||
| 2025-07-30 | 13F | 财务视角公司 | 364 | -4.71 | 193 | 65.52 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 3,829 | 4.96 | 2,026 | 82.03 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 318,501 | -1.40 | 168,535 | 70.91 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 90 | 80.00 | 48 | 213.33 | ||||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 216,810 | -22.37 | 80,397 | -22.80 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 3,727 | -12.29 | 1,972 | 52.04 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 289 | 75.15 | 153 | 204.00 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 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 | 7,191 | 5.89 | 2,667 | 5.29 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 6,981 | 8.38 | 2,589 | 7.79 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 449 | 238 | ||||||
| 2025-08-14 | 13F | 科图管理有限公司 | 3,755,260 | -0.13 | 1,987,096 | 73.12 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 110 | 3.77 | 58 | 81.25 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 6 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 7,247 | 4.98 | 2,687 | 4.43 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 467 | 247 | ||||||
| 2025-07-25 | 13F | 自然投资有限公司 | 763 | 0 | ||||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 2,834 | 0.00 | 1,340 | 41.20 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 10,171 | -26.21 | 5,382 | 27.91 | ||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 492 | 260 | ||||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 14,769 | -14.16 | 5,477 | -14.64 | ||||
| 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 | 291 | 0.00 | 108 | -0.93 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 322 | 170 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 22,520 | 146.12 | 11,916 | 326.64 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 778 | -7.38 | 412 | 60.55 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 1,320 | 11.68 | 699 | 93.89 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 3,285 | -1.88 | 1,218 | -2.40 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 42 | 366.67 | 22 | 1,000.00 | ||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers 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 | 151,820 | 80,336 | ||||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,283 | 0.00 | 679 | 73.40 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 436 | 231 | ||||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 5,104 | 23.61 | 1,558 | 14.73 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 1,090 | -27.33 | 577 | 26.04 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,742 | 28.09 | 922 | 121.93 | ||||
| 2025-08-01 | 13F | 特维斯投资管理公司 | 520 | 275 | ||||||
| 2025-08-14 | 13F | DKRT投资公司 | 1,250 | 661 | ||||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 2,394 | -6.08 | 1,267 | 62.72 | ||||
| 2025-05-23 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 695 | -6.59 | 212 | -13.11 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 33,900 | 5.94 | 17,938 | 83.64 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 142,942 | -45.77 | 75,638 | -5.99 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 195,543 | -5.48 | 103,471 | 63.84 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 26,100 | -25.85 | 13,811 | 28.52 | |||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 403 | 213 | ||||||
| 2025-08-28 | NP | XLI - 工业精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,326,673 | -3.16 | 702,009 | 67.85 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 5,966 | 1.41 | 2,212 | 0.87 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 9,702 | -8.90 | 5,134 | 57.89 | ||||
| 2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 901 | 33.28 | 477 | 131.07 | ||||
| 2025-08-25 | NP | DNLAX - 纽约梅隆银行自然资源基金 A 类 | 32,609 | 17,255 | ||||||
| 2025-07-21 | 13F | 山顶国家银行 | 292 | -24.35 | 155 | 22.22 | ||||
| 2025-08-05 | 13F | 财务意识顾问公司 | 596 | 315 | ||||||
| 2025-08-13 | 13F | 阿蒂卡资本管理有限责任公司 | 42,550 | 13.62 | 22,515 | 96.95 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 81 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 11,277 | 1.34 | 5,967 | 75.55 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 689 | -98.52 | 364 | -97.43 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 45 | 0.00 | 24 | 76.92 | ||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 2,196 | 1,162 | ||||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 5,944 | -6.76 | 3,145 | 25.25 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,436,000 | 11.39 | 759,859 | 93.07 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 286,430 | 4.68 | 151,564 | 81.44 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 775 | 1.04 | 410 | 75.21 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 859 | 0.00 | 455 | 73.28 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,528,800 | -13.59 | 808,965 | 49.77 | |||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 7,640 | -2.50 | 4,043 | 68.98 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-13 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 268 | 38.86 | 142 | 143.10 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 6,300 | 3,334 | ||||||
| 2025-08-12 | 13F | SFMG有限公司 | 576 | 305 | ||||||
| 2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 21,719 | -5.23 | 10,273 | 33.73 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 9,352 | -3.58 | 4,949 | 67.16 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 4,874 | -0.16 | 2,579 | 73.09 | ||||
| 2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 2,424 | -14.44 | 1,283 | 48.38 | ||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 474 | 0.00 | 251 | 73.61 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 127 | 104.84 | 47 | 104.35 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 4,938 | 2,613 | ||||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 501 | 265 | ||||||
| 2025-08-07 | 13F | 塞尔公司 | 896 | 0.00 | 474 | 73.63 | ||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 3 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 14 | -76.27 | 7 | -61.11 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 779 | 412 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 13,013 | 20.79 | 6,886 | 109.40 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 2,789 | 1,476 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 8,707 | -0.77 | 4,607 | 72.03 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 559 | 296 | ||||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 438 | 232 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 25,999 | 13,757 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 459,016 | 6.49 | 242,888 | 84.59 | ||||
| 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 | 158,185 | 0.40 | 74,818 | 41.68 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,920 | -7.46 | 9,241 | -7.98 | ||||
| 2025-08-28 | NP | CNRG - SPDR S&P Kensho 清洁电力 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 | 7,358 | -44.49 | 3,893 | -3.78 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡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 | 16,223 | 15.15 | 7,673 | 62.49 | ||||
| 2025-07-30 | NP | SOAEX - 美国精神能源基金 A 级 | 800 | 60.00 | 378 | 126.35 | ||||
| 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 | 277,205 | 3.00 | 131,112 | 45.35 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 907 | 11.98 | 480 | 94.33 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 409,879 | 9.07 | 193,865 | 53.92 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 325,288 | -36.56 | 172,126 | 9.96 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 1,067 | 0.00 | 565 | 73.54 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 1,058 | 6.87 | 560 | 85.10 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 10 | 0.00 | 5 | 66.67 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 614 | 325 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 10,078 | -1.71 | 5,333 | 70.35 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 25,000 | -52.02 | 13,229 | -16.83 | |||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 108 | 62 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 19 | 26.67 | 10 | 150.00 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 615 | 325 | ||||||
| 2025-06-27 | NP | CAGEX - Calamos 全球股票基金 A 类 | 5,550 | -31.90 | 2,058 | -32.26 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,163 | 81.89 | 1,674 | 215.66 | ||||
| 2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 3,186 | -1.70 | 1,686 | 70.37 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 974 | 0.31 | 515 | 73.99 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 1,576 | -2.48 | 834 | 68.97 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 3,877 | -1.00 | 1,438 | -1.58 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 36 | 0.00 | 19 | 90.00 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 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 | 144,253 | 4.49 | 68,229 | 47.45 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 268 | -2.90 | 100 | 135.71 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 4,136 | -0.58 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 817 | 1.87 | 432 | 77.05 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 3,168 | -1.65 | 1,676 | 70.50 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 44,618 | 1,083.19 | 23,610 | 2,356.71 | ||||
| 2025-06-26 | NP | HGOAX - 哈特福德成长机会基金 A 类 | 153,998 | 20.10 | 57,106 | 19.44 | ||||
| 2025-07-18 | 13F | 佩勒姆资本有限公司 | 6,563 | -82.13 | 3,473 | -69.03 | ||||
| 2025-07-28 | 13F | Sagace财富管理有限责任公司 | 434 | 230 | ||||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 334 | 0 | ||||||
| 2025-08-06 | 13F | 哥伦比亚河金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 1,680 | -86.45 | 889 | -78.22 | ||||
| 2025-07-24 | NP | HASAX - Horizon 主动资产配置基金顾问级 | 257 | -92.59 | 122 | -89.60 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 2,649 | -75.25 | 1,402 | -57.10 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 6,340 | 93.65 | 3,355 | 211.71 | ||||
| 2025-07-30 | NP | TARKX - Tarkio 基金 | 21,975 | -7.18 | 10,394 | 30.98 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 56,786 | 6.93 | 30,063 | 85.44 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 18,607 | 938.92 | 9,846 | 1,703.11 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 186 | 95.79 | 98 | 237.93 | ||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 442 | 234 | ||||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 11 | 6 | ||||||
| 2025-07-15 | 13F | 鼓山资本有限责任公司 | 429 | 227 | ||||||
| 2025-08-14 | 13F | Xn Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 96 | 51 | ||||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 10,940 | -15.05 | 5,789 | 47.24 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 1,365 | -32.79 | 506 | -33.16 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 1,350 | 41.66 | 714 | 146.21 | ||||
| 2025-08-08 | 13F | 创意策划 | 70,231 | 9.45 | 37,163 | 89.72 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 156 | 0.00 | 83 | 74.47 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 6,645 | 8.86 | 2,464 | 8.26 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 5,411 | -3.77 | 2,863 | 66.84 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 8,637 | 3.66 | 4,570 | 79.71 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 6,760 | 113.05 | 3,581 | 269.07 | ||||
| 2025-08-01 | 13F | 汽车所有者保险公司 | 125,661 | 281.35 | 66,494 | 824.80 | ||||
| 2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 737 | -0.27 | 390 | 72.89 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 876 | 10.33 | 464 | 81.25 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 765 | 1.86 | 284 | 1.07 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 95,351 | 2.45 | 50,455 | 77.58 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 686 | 0.44 | 363 | 74.52 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 192,499 | 403.13 | 101,861 | 772.16 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 3,030 | -3.50 | 1,603 | 67.33 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 布兰迪万信托公司 | 2,290 | 0.00 | 1,212 | 73.25 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 1,582 | 2.33 | 837 | 77.71 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 1,149 | -74.69 | 608 | -56.17 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 735 | -17.32 | 389 | 43.17 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 590,099 | -1.45 | 312,251 | 70.81 | ||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 245 | 0.00 | 130 | 74.32 | ||||
| 2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 23,802 | 45.99 | 12,595 | 153.04 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 1,117 | -81.28 | 591 | -67.55 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 3 | 50.00 | 2 | |||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 5,254 | -14.80 | 1,948 | -15.27 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 16,903 | -3.10 | 8,944 | 67.96 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 870 | 2.47 | 460 | 77.61 | ||||
| 2025-05-07 | 13F | 坚决财富策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 1,232 | -38.86 | 652 | 5.85 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 141,830 | 223.48 | 52,593 | 221.71 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 202 | 107 | ||||||
| 2025-07-08 | 13F | 希科利角银行与信托公司 | 485 | 257 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 1,863 | -40.21 | 691 | -40.57 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 1,202 | -11.36 | 636 | 54.00 | ||||
| 2025-07-29 | NP | PRPAX - PGIM Jennison MLP 基金 A 类 | 11,712 | 5,540 | ||||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 668 | -13.92 | 353 | 49.58 | ||||
| 2025-06-26 | NP | FNDMX - 富达系列可持续非美国发达市场基金 | 298 | 43.27 | 111 | 42.86 | ||||
| 2025-08-26 | NP | FPX - 第一信托美国股票机会 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 167,452 | 14.44 | 88,607 | 98.37 | ||||
| 2025-07-17 | 13F | 奥弗布鲁克管理公司 | 18,883 | -28.10 | 9,992 | 24.62 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 2,878 | -0.69 | 1,523 | 72.17 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 6,245 | 3,305 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 2,217,257 | 26.32 | 1,173,262 | 118.96 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 526 | 278 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 5,427 | 10.62 | 2,872 | 91.78 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 3,998 | -8.34 | 1,891 | 29.27 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 26,351 | 117.13 | 13,944 | 276.43 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | Call | 59,100 | -57.79 | 31,273 | -26.83 | |||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | Put | 19,700 | -1.50 | 10,424 | 70.75 | |||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 613 | 325 | ||||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 409 | 216 | ||||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 4,800 | 2,540 | ||||||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 35,244 | 17.74 | 18,649 | 104.08 | ||||
| 2025-08-14 | 13F | Kinetic Partners 管理有限合伙人 | 58,865 | -63.84 | 31,148 | -37.32 | ||||
| 2025-07-15 | 13F | 家庭投资中心有限公司 | 675 | 357 | ||||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 7,375 | 3,902 | ||||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 7,040 | 2,611 | ||||||
| 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 | 11,871 | -2.07 | 6,282 | 69.76 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 82,629 | -54.24 | 43,723 | -20.68 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 7,692 | 4,070 | ||||||
| 2025-07-21 | 13F | 河景信托公司 | 166 | -30.25 | 88 | 20.83 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 8,659 | 261.09 | 4,582 | 525.82 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 6,304 | 0.51 | 3,336 | 74.24 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雕塑家资本有限合伙人 | 86,600 | -20.18 | 45,824 | 38.35 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 9,525 | -2.44 | 5,022 | 66.70 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 3,505 | 1,855 | ||||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 58,710 | 30.35 | 21,771 | 29.63 | ||||
| 2025-07-09 | 13F | 墨菲、米德尔顿、欣克尔和帕克公司 | 714 | 0.00 | 218 | 0.00 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 2,041 | -1.11 | 1,080 | 71.27 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 57,461 | 0.00 | 30,405 | 73.34 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 394 | 208 | ||||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 1,145 | 1.51 | 606 | 75.87 | ||||
| 2025-07-31 | 13F | 达顿财富集团公司 | 1,261 | 1.61 | 667 | 76.46 | ||||
| 2025-07-22 | NP | GGOIX - 高盛机构成长机会基金 | 34,118 | -25.30 | 16,137 | 5.41 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 36,642 | -27.85 | 19,389 | 25.07 | ||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 4,173 | -3.16 | 2,208 | 56.04 | ||||
| 2025-08-22 | NP | FFNHX - 工业投资组合初始类 | 42,089 | 6.58 | 22,271 | 84.74 | ||||
| 2025-07-30 | 13F | 博伊特 CF 大卫 | 796 | 0.00 | 421 | 73.25 | ||||
| 2025-08-27 | NP | MIOFX - Marsico 国际机会基金 | 7,085 | 0.00 | 3,749 | 73.40 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 8,422 | 12.07 | 4,457 | 94.25 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 542 | 287 | ||||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 24 | 0.00 | 0 | |||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 452,137 | -6.11 | 213,852 | 32.49 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 897 | 475 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,012,745 | 22.03 | 535,894 | 111.52 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 10,000 | 5,292 | |||||
| 2025-05-30 | NP | 北极光可变信托 - 贝恩资本股票机会基金 2 类股份 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 唐资本管理有限公司 | 2,421 | -6.63 | 1,281 | 61.95 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 1,695 | 0.83 | 897 | 74.66 | ||||
| 2025-06-26 | NP | ATVPX - Alger 35 基金 P 类 | 2,155 | 799 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 1,100 | -6.46 | 582 | 62.29 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 66 | 4.76 | 35 | 78.95 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 2,546 | 4.56 | 1,347 | 81.29 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 35,252 | 48.49 | 18,654 | 157.39 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,315 | 43.56 | 696 | 149.10 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 300 | 0.00 | 159 | 72.83 | |||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,328,963 | 81.48 | 703,221 | 214.56 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 759 | 402 | ||||||
| 2025-08-12 | 13F | 保德信金融公司 | 370,544 | 106.14 | 196,073 | 257.31 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 37,477 | -42.84 | 19,831 | -0.93 | ||||
| 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 | 77,100 | 13.22 | 40,797 | 96.24 | ||||
| 2025-05-22 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 3,350 | 1,023 | ||||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 787 | 6.78 | 416 | 85.71 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 70 | 37 | ||||||
| 2025-08-26 | NP | PGWAX - AllianzGI 重点增长基金 A | 73,183 | 26.46 | 38,725 | 119.20 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,346 | 6.54 | 1,241 | 84.67 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 24,846 | 6.42 | 13,147 | 84.47 | ||||
| 2025-05-15 | 13F | 杜肯家族办公室有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 3,513 | 1.01 | 1,859 | 75.12 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 1,923 | 0.47 | 1,018 | 74.14 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 827 | 438 | ||||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 21,097 | -1.74 | 9,978 | 38.66 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 1,375 | 0.00 | 728 | 73.51 | ||||
| 2025-05-20 | 13F | 木星财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 1,470 | 3.23 | 778 | 79.03 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 19,712,331 | 3.39 | 10,430,780 | 79.21 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 1,217 | -2.72 | 644 | 69.03 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,897 | 1,004 | ||||||
| 2025-08-29 | NP | ETGLX - Eventide 吉利德 N 类基金 | 119,355 | 0.00 | 63,157 | 73.33 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 13,288 | 4.31 | 7,031 | 80.84 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 500 | 0.00 | 265 | 73.68 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 149 | 3.47 | 79 | 81.40 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 20,531 | 15.55 | 9,711 | 63.06 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 11,683 | 1.88 | 4,332 | 1.33 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 2,873 | 5.70 | 1,520 | 83.35 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 9,032 | -26.21 | 4,779 | 27.92 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 61 | -1.61 | 32 | 77.78 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 农林中金银行 | 14,419 | 1.66 | 7,630 | 76.19 | ||||
| 2025-07-31 | 13F | BIP 财富有限责任公司 | 721 | 382 | ||||||
| 2025-08-04 | 13F | 联合银行 | 62,493 | 15.05 | 33 | 106.25 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 20,817 | -0.78 | 11,015 | 72.00 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,030 | 3.94 | 382 | 3.25 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 640 | -40.52 | 339 | 3.05 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 366 | 194 | ||||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 419 | -60.95 | 222 | -32.42 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 2 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 442 | 0.23 | 234 | 73.88 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,018 | 11.75 | 539 | 93.53 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 1,424 | 38.66 | 754 | 140.58 | ||||
| 2025-08-05 | 13F | 新泽西州补充年金集体信托 | 2,812 | 0.00 | 1,488 | 73.31 | ||||
| 2025-08-12 | 13F | Archvest 财富顾问公司 | 397 | 210 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 11,548 | -2.87 | 6,111 | 68.37 | ||||
| 2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 944 | -2.28 | 288 | -9.15 | ||||
| 2025-08-26 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,173 | 0.00 | 3,266 | 73.35 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 20 | 11 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 105 | 128.26 | 56 | 292.86 | ||||
| 2025-06-26 | NP | DARP - Grizzle Growth ETF | 168 | 62 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 518 | 39.35 | ||||||
| 2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 73,134 | -29.44 | 38,699 | 13.51 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 774 | 0.52 | 410 | 74.04 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 1,531 | 0.00 | 810 | 73.45 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,270 | 3.93 | 672 | 80.16 | ||||
| 2025-07-15 | 13F | 亚伯勒资本有限责任公司 | 4,076 | 0.00 | 2,157 | 73.31 | ||||
| 2025-08-01 | 13F | 卫斯理保险公司 | 2,613 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | 温伯格资产管理公司 | 3,003 | -3.22 | 1,589 | 67.79 | ||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 1,580 | 0.00 | 836 | 73.44 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 677,437 | 0.59 | 358,466 | 74.36 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 42,972 | -0.28 | 22,738 | 72.85 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 6,094 | 2,272 | ||||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 74,240 | -0.80 | 39,284 | 71.94 | ||||
| 2025-08-25 | NP | GK - AdvisorShares Gerber Kawasaki ETF | 1,676 | 77.73 | 887 | 208.71 | ||||
| 2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 432 | 229 | ||||||
| 2025-08-14 | 13F | 信托信托公司 | 27,405 | 1.46 | 14,501 | 75.88 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 1,810 | 26.31 | 958 | 118.99 | ||||
| 2025-08-14 | 13F | 恩康帕斯资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 30,433 | -44.05 | 16,104 | -3.02 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 1,300 | 688 | |||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 270 | 12.97 | 143 | 97.22 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 218 | 10.10 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 400 | 212 | |||||
| 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 | 6,135 | 5.90 | 3,246 | 83.60 | ||||
| 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 | 181,757 | -2.67 | 96,177 | 68.70 | ||||
| 2025-08-13 | 13F | Pinpoint Asset Management（新加坡）私人有限公司 | 39 | 21 | ||||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 682 | -4.75 | 361 | 65.14 | ||||
| 2025-08-13 | 13F | MYDA 顾问有限责任公司 | Put | 5,000 | 2,646 | |||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 11,571 | 7.71 | 6,123 | 86.70 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 192 | 102 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 431,173 | 2.31 | 228,150 | 77.33 | ||||
| 2025-08-04 | 13F | 沙漠互利管理员 | 25 | -3.85 | 13 | 85.71 | ||||
| 2025-08-26 | NP | Nuveen 纳斯达克 100 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,364 | 0.00 | 6,542 | 73.34 | ||||
| 2025-05-07 | 13F | 拉米雷斯资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 泛微咨询集团 | 1,335 | 28.12 | 706 | 122.01 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 5,458 | 0.74 | 2,888 | 74.61 | ||||
| 2025-08-15 | 13F | 森帕·奥古斯都投资集团有限公司 | 3,436 | -8.08 | 1,818 | 59.33 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 523 | 277 | ||||||
| 2025-08-14 | 13F | 十年可再生合作伙伴有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 1,781 | 0.00 | 942 | 73.48 | ||||
| 2025-06-26 | NP | FUGAX - 富达顾问公用事业基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,100 | 82.99 | 16,353 | 81.98 | ||||
| 2025-07-22 | NP | GSTIX - 高盛机构战略增长基金 | 7,374 | -2.52 | 3,488 | 37.55 | ||||
| 2025-08-28 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 1,072 | 3.57 | 567 | 80.00 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 17,462 | -6.15 | 9,240 | 62.68 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 580 | 307 | ||||||
| 2025-06-26 | NP | TWQAX - 泛美大盘价值 A | 121,543 | 45,071 | ||||||
| 2025-07-15 | 13F | 赫布斯特集团有限公司 | 14,386 | 4.08 | 7,612 | 80.42 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 6,014 | 25.92 | 3,182 | 102.55 | ||||
| 2025-03-26 | NP | AFOIX - 阿尔及尔中盘重点基金 I 类 | 3,481 | 1,298 | ||||||
| 2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 3,835 | 0.00 | 1,814 | 41.09 | ||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 901 | 18.71 | 477 | 106.06 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 31,740 | -8.59 | 16,795 | 58.79 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 3,172 | 131.53 | 1,679 | 301.44 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 26,453 | 13,998 | ||||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 57,030 | 138.47 | 30,177 | 313.38 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 1,001 | 530 | ||||||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 570,358 | 122.93 | 301,805 | 286.40 | ||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 636 | -32.84 | 336 | 16.67 | ||||
| 2025-08-27 | NP | LIMAX - Cromwell Tran 可持续焦点基金投资者类别股票 | 2,613 | 51.48 | 1,383 | 162.74 | ||||
| 2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 812 | 384 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 12,969 | 3.89 | 6,863 | 80.10 | ||||
| 2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 117,365 | -18.37 | 43,521 | -18.82 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 33,782 | -18.64 | 17,876 | 41.03 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - 贝莱德事件驱动股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,584 | 23.63 | 40,007 | 74.45 | ||||
| 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 | 1,334 | 0.00 | 706 | 73.22 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 1,670 | -3.91 | 884 | 66.60 | ||||
| 2025-08-28 | NP | CNAV-莫尔公司导航 ETF | 2,506 | 0.00 | 1,326 | 0.00 | ||||
| 2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 42,750 | 33.76 | 15,853 | 33.02 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 1,021 | 540 | ||||||
| 2025-05-12 | 13F | 桑迪泉银行 | 1,132 | -0.96 | 346 | -8.00 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 7,027 | -36.26 | 3,718 | 10.49 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 114 | 0.00 | 60 | 76.47 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 91 | 3.41 | 48 | 84.62 | ||||
| 2025-08-14 | 13F/A | 佩里特资本管理公司 | 1 | 0.00 | 1 | |||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 576 | -5.42 | 305 | 64.32 | ||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 986 | -1.99 | 522 | 69.71 | ||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 315 | 34.04 | 117 | 33.33 | ||||
| 2025-07-23 | 13F | 观点资本管理有限责任公司 | 4,016 | 0.25 | 2,125 | 73.90 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 3,325 | 1,759 | ||||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 736 | 389 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 1,129 | 7.93 | 714 | 84.02 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 5,299 | -0.23 | 2,804 | 72.92 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 490,115 | 18.50 | 259,344 | 105.40 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 68 | -39.82 | 36 | 2.94 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 3 | 50.00 | 1 | |||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 145,541 | 7.15 | 77,013 | 85.73 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 43,199 | 12.97 | 23 | 100.00 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 1,215 | -9.06 | 643 | 57.74 | ||||
| 2025-04-25 | NP | VCULX - 成长基金 | 4,466 | 164.89 | 1,497 | 165.72 | ||||
| 2025-08-05 | 13F | 阿耳忒弥斯财富顾问有限责任公司 | 2,500 | 1,323 | ||||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 146 | 5.04 | 77 | 83.33 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,778,290 | 0.75 | 4,645,032 | 74.63 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 78 | -3.70 | 41 | 70.83 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 9,955 | -1.89 | 5,268 | 70.07 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 778,263 | 25.37 | 411,818 | 117.31 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 645 | -9.41 | 341 | 57.14 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 1,180 | 624 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林大盘增长 VIP 基金 1 级 | 1,237 | -5.21 | 655 | 64.32 | ||||
| 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 | 131,470 | 0.21 | 48,752 | -0.34 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 354 | -68.87 | 187 | -46.11 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS 宏观主题机会 ETF | 7,221 | 27.92 | 3,821 | 121.71 | ||||
| 2025-08-05 | 13F | ANTIPODES 合作伙伴有限公司 | 34,137 | 43,111.39 | 18,065 | 75,166.67 | ||||
| 2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 1,185 | -1.74 | 627 | 70.38 | ||||
| 2025-08-11 | 13F | 遗产顾问有限责任公司 | 7,266 | -42.56 | 3,845 | -0.44 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 891 | -73.74 | 472 | -54.49 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 151,508 | 80 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 241 | 9.05 | 128 | 89.55 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 33 | 6.45 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 30,410 | 14.09 | 16,091 | 97.78 | ||||
| 2025-08-27 | NP | MGLBX - Marsico 全球基金 | 34,915 | 0.00 | 18,475 | 73.34 | ||||
| 2025-08-14 | 13F | Xponance公司 | 64,759 | 71.06 | 34,267 | 196.50 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 446 | -22.30 | 236 | 34.86 | ||||
| 2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 1,417 | 0.00 | 750 | 73.38 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 8,102 | 27.19 | 3,004 | 164.67 | ||||
| 2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 450 | 238 | ||||||
| 2025-07-07 | 13F | 霍特科恩·理查德·查尔斯 | 16,917 | -0.06 | 8,951 | 73.23 | ||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 532 | 0.00 | 282 | 73.46 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 853 | -53.89 | 451 | -20.04 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 345 | 213.64 | 0 | |||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 579 | 306 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 164,161 | 0.46 | 86,866 | 74.14 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 39,100 | -7.35 | 327 | -79.17 | |||
| 2025-08-11 | 13F | 十月效应有限公司 | 5,401 | 2,858 | ||||||
| 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 | 5,974 | -2.39 | 3,161 | 69.22 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 3,429 | 0.23 | 1,815 | 73.75 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 951 | 503 | ||||||
| 2025-07-25 | 13F | Lodestar私人资产管理有限公司 | 392 | 207 | ||||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 1,380 | 730 | ||||||
| 2025-04-16 | NP | CLSE - 融合多/空股票 ETF | 3,545 | 18.52 | 1,188 | 18.92 | ||||
| 2025-08-27 | NP | CSBIX - 克伦威尔可持续平衡基金机构类 | 757 | 51.40 | 401 | 163.16 | ||||
| 2025-09-11 | 13F | 硅谷资本合伙人 | 54 | 0.00 | 29 | 75.00 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 507 | 268 | ||||||
| 2025-07-29 | NP | FMCX - FMC Excelsior Focus 股票 ETF | 3,935 | 345.64 | 1,861 | 530.85 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 82,000 | 14.53 | 43,390 | 98.51 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 35,378 | 0.36 | 18,720 | 73.96 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 19,346 | 3.11 | 10,237 | 78.75 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 476,425 | 21.50 | 252,100 | 110.60 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,349 | 1.86 | 1,243 | 76.81 | ||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 55 | -25.68 | 29 | 31.82 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 34,506 | -22.44 | 18,259 | 34.45 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 7,251 | 17.88 | 3,430 | 66.38 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 1,136 | -0.61 | 601 | 72.70 | ||||
| 2025-08-29 | NP | NALFX - 新另类基金 A 类股票 | 10,000 | 0.00 | 5,292 | 73.36 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 1,161 | 11.31 | 614 | 93.08 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 7,992 | 0.00 | 2,964 | -0.57 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 1,372 | 726 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 967,225 | 43.44 | 511,807 | 148.62 | |||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 621,819 | 6.27 | 329,036 | 84.20 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 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 | 447,514 | -1.41 | 236,802 | 70.89 | ||||
| 2025-08-27 | NP | CGAEX - 卡尔弗特全球能源解决方案基金A级 | 2,066 | 1,093 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 1,170,400 | 17.47 | 619,317 | 103.62 | |||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 23,529 | -9.54 | 7,183 | -16.05 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 11,628 | -84.52 | 6,153 | -73.18 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 14,213 | 52.55 | 7,521 | 164.42 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 4,211 | 19.12 | 2,229 | 106.49 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 983 | 16.61 | 520 | 102.33 | ||||
| 2025-08-25 | NP | HVAC - AdvisorShares HVAC 和工业 ETF | 102 | 13.33 | 54 | 96.30 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 317 | 14.44 | 168 | 98.81 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 24 | 20.00 | 13 | 100.00 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 3,762 | -1.03 | 2,500 | 115.52 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 25,816 | 25.29 | 13,661 | 117.17 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 97,467 | -3.91 | 51,575 | 66.57 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 163,643 | 154.82 | 86,593 | 324.45 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 9,213 | -1.04 | 4,358 | 39.65 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 13,543 | 20.75 | 7,166 | 109.29 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 2,139 | -59.97 | 1,082 | -34.62 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a) | 116,520 | 1.98 | 35,571 | -5.35 | ||||
| 2025-08-01 | 13F | FSA 顾问公司 | 531 | 281 | ||||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 3,089 | 0.00 | 1,635 | 73.28 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 42,615 | 5.05 | 20,156 | 48.24 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 710 | -84.91 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 498 | -28.24 | 264 | 24.64 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 511 | 270 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 6,581 | 216.55 | 3,482 | 449.21 | ||||
| 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 | 6,318 | 1.69 | 2,343 | 1.12 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司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 | 25,168 | 41.60 | 11,904 | 99.82 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 545 | 288 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 106,569 | 56,391 | ||||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 54,796 | 315.25 | 27,727 | 565.69 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 578 | 306 | ||||||
| 2025-06-26 | NP | 克拉夫全球机会基金 | 8,200 | 3,041 | ||||||
| 2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 754 | 399 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 1,081 | -7.13 | 572 | 61.13 | ||||
| 2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 7,803 | 11.42 | 4,129 | 93.17 | ||||
| 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 | 138,689 | -0.05 | 73,387 | 73.25 | ||||
| 2025-08-07 | 13F | 威尔金斯投资顾问公司 | 409 | 216 | ||||||
| 2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 478 | 253 | ||||||
| 2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 506 | 268 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 27,967 | 1.53 | 14,799 | 76.00 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 577 | 305 | ||||||
| 2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 30 | 200.00 | 0 | |||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 3,543 | 9.76 | 1,875 | 90.25 | ||||
| 2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 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 | 32,655 | 45.87 | 17,279 | 152.84 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 6,552 | -2.90 | 3,467 | 68.25 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 971 | 9.59 | 514 | 90.00 | ||||
| 2025-08-29 | NP | GGCAX - Gamco 成长基金 A 类 | 46,600 | 0.00 | 24,658 | 73.33 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 63 | 14.55 | 33 | 106.25 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 774 | -2.76 | 410 | 68.31 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 384 | 203 | ||||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 555 | 294 | ||||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 672 | 356 | ||||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 1,037 | 549 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 55,446 | 4.04 | 158 | 50.96 | ||||
| 2025-08-11 | 13F | 持久资产合伙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 塞卡诺管理有限责任公司 | 60,920 | 32,236 | ||||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 948 | 51.68 | 502 | 163.68 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 5,740 | 17.96 | 3 | 200.00 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 596 | 24.43 | 306 | 106.08 | ||||
| 2025-07-09 | 13F | 西尔弗伯格伯恩斯坦资本管理有限责任公司 | 1,060 | 6.96 | 561 | 85.43 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 93 | 0.00 | 49 | 75.00 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,247 | 75.63 | 660 | 205.09 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 25,551 | 9.68 | 12,085 | 54.78 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 2,228 | 0.00 | 1,179 | 73.24 | ||||
| 2025-05-30 | NP | PRFDX - T. Rowe Price 股票收益基金 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 | 175,000 | -11.17 | 53,424 | -17.55 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 309,517 | 21.81 | 163,782 | 111.14 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 265 | 0.38 | 176 | 112.05 | ||||
| 2025-07-29 | NP | DAGVX - 纽约梅隆银行动态价值基金 A 类 | 173,800 | 34.80 | 82,204 | 90.21 | ||||
| 2025-07-30 | 13F | Greatmark 投资伙伴公司 | 595 | 315 | ||||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 2,390 | 2.05 | 1,264 | 76.78 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 7,985 | 4,225 | ||||||
| 2025-05-02 | 13F | 萨图纳资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 伯克希尔资本控股公司 | 10 | 5 | ||||||
| 2025-05-09 | 13F | Pathway 财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 4,694 | -8.48 | 2,484 | 58.66 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 1,104 | 0.00 | 584 | 73.29 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 1,399 | 0.43 | 740 | 74.12 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 1,322 | 0.00 | 700 | 73.45 | ||||
| 2025-08-14 | 13F | Mission Creek 资本合伙公司 | 4,098 | 0.00 | 366 | 72.17 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 1,395 | -3.06 | 738 | 67.88 | ||||
| 2025-08-06 | 13F | 美国资产资本顾问有限公司 | 3,013 | -78.01 | 1,594 | -61.89 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 508 | -0.20 | 269 | 72.90 | ||||
| 2025-08-25 | NP | KOOL - 北岸股票轮动 ETF | -1 | -100.00 | ||||||
| 2025-07-30 | 13F | 达戴维森公司 | 8,036 | 14.38 | 4,252 | 98.32 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 8,908 | 760.68 | 4,213 | 1,117.63 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 7,107 | -0.70 | 3,761 | 72.16 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 273,300 | 34.90 | 142,023 | 131.41 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 17,464 | -81.32 | 9,075 | -67.96 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 28,962 | 23.56 | 15,325 | 114.17 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 390,800 | 17.96 | 203,083 | 102.35 | |||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 11,006 | 52,309.52 | 5,824 | 96,950.00 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 2 | ||||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 5,291 | 0.00 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,153 | 5.97 | 610 | 83.73 | ||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 389 | 206 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 320,311 | 1.82 | 169,493 | 76.48 | ||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 571 | 302 | ||||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 5,305 | 2.08 | 2,807 | 76.99 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 914 | 484 | ||||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 456 | 169 | ||||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 200,407 | 0.91 | 106,152 | 75.14 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 3,885 | -13.95 | 2,056 | 49.13 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 700 | 0.00 | 370 | 73.71 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 6,988 | 18.22 | 3,695 | 104.82 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 935 | 61.76 | 347 | 60.93 | ||||
| 2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 1,262 | 667 | ||||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 10,402 | 39.03 | 5,504 | 140.98 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 421 | 223 | ||||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 17 | 0.00 | 9 | 60.00 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 3,533 | -18.03 | 1,079 | -23.92 | ||||
| 2025-07-09 | 13F | 伍德斯托克公司 | 3,321 | -3.52 | 1,757 | 67.33 | ||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 500 | 265 | ||||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 137 | -39.38 | 72 | 5.88 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 1,946 | -55.85 | 1,030 | -23.49 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 62,540 | 22.40 | 33,093 | 112.18 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 902 | 34.03 | 477 | 132.68 | ||||
| 2025-07-02 | 13F | 马洛塔资产管理公司 | 392 | 207 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 172 | 0.00 | 112 | 113.46 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 31 | 16 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 3,470 | 1,836 | ||||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 1,167 | -0.09 | 618 | 73.31 | ||||
| 2025-06-25 | NP | PCLRX - PGIM 收入建设基金 R 级 | 647 | -44.42 | 240 | -44.93 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,888 | 11.44 | 19,812 | 57.26 | ||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 6,253 | -43.03 | 3,309 | -1.25 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 616 | 10.59 | 326 | 91.18 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 183 | -1.61 | 97 | 71.43 | ||||
| 2025-06-27 | NP | CVLOX - Calamos 全球增长与收入基金 A 类 | 7,825 | -24.07 | 2,902 | -24.49 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 416 | 18.18 | 219 | 103.74 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 7,547 | -9.03 | 3,993 | 57.70 | ||||
| 2025-07-28 | 13F | 中科威金融集团 | 267 | -3.26 | 0 | |||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 488 | 258 | ||||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 桑德勒资本管理公司 | 2,400 | 1,270 | ||||||
| 2025-07-16 | 13F | FORM财富顾问有限责任公司 | 1,599 | 0.69 | 846 | 74.59 | ||||
| 2025-06-24 | NP | FGRAX - 富兰克林成长机会基金 A 类 | 63,348 | -46.11 | 23,491 | -46.41 | ||||
| 2025-08-14 | 13F | 卡登萨资本有限公司 | 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 | 2,412 | 1,276 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 20,950 | -8.88 | 11,086 | 57.95 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 599 | 317 | ||||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 90 | -4.26 | 48 | 67.86 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 18,874 | 9,987 | ||||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,125 | 2.65 | 24,520 | 2.09 | ||||
| 2025-06-27 | NP | PUI - Invesco DWA 公用事业动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,264 | 3,064 | ||||||
| 2025-07-31 | 13F | 最佳投资顾问 | 3,227 | 1.67 | 1,708 | 76.34 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 1,989 | 1,052 | ||||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 566 | 299 | ||||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 62 | 0.00 | 33 | 77.78 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,519 | 13.22 | 3,450 | 96.30 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 1,926 | 0.00 | 1,019 | 73.42 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 4,847 | 47.24 | 2,565 | 155.38 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 15,642 | -33.25 | 8,277 | 15.70 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 4,943 | 98,760.00 | 2,616 | 261,400.00 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 533 | 0.57 | 282 | 75.16 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 67 | 35 | ||||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 973 | -5.63 | 639 | 100.00 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 887 | -6.04 | 469 | 64.56 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 2,358 | -16.62 | 1,248 | 44.50 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 4,522 | -11.61 | 2,393 | 53.20 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 2,815 | 0.00 | 1,490 | 73.34 | ||||
| 2025-08-14 | 13F | 加洛合伙公司 | 6,602 | 63.54 | 3,493 | 183.52 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 13,956 | -57.94 | 7,385 | -27.09 | ||||
| 2025-08-14 | 13F | 麦迪逊一号集团有限公司 | 85,000 | -32.22 | 44,978 | 17.49 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 30,970 | 148.00 | 16,388 | 329.88 | ||||
| 2025-08-08 | 13F | 灯塔港财富顾问公司 | 422 | 223 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 28,300 | 14,975 | ||||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 423 | -38.16 | 224 | 7.21 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 279 | 147 | ||||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 33,113 | 28.96 | 17,522 | 123.54 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 482 | 255 | ||||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 4,870 | 0.85 | 2,577 | 74.76 | ||||
| 2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 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 | 31,935 | 41.34 | 16,898 | 145.01 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 1,524 | -6.27 | 806 | 62.50 | ||||
| 2025-04-28 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 572 | 46.67 | 192 | 46.92 | ||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 26,126 | 7.31 | 13,825 | 86.01 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 7 | 0.00 | 4 | 100.00 | ||||
| 2025-08-27 | NP | MXXIX - Marsico 21 世纪基金 | 48,396 | 0.00 | 25,609 | 73.33 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 1,564 | 1.69 | 828 | 76.33 | ||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 55,941 | 253.72 | 29,600 | 513.09 | ||||
| 2025-07-31 | 13F | 华联资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 2,941 | 25.20 | 1,556 | 117.02 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 2,741 | -0.76 | 1,450 | 72.00 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 98,379 | 2.00 | 52,057 | 76.80 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 11,063 | 268.64 | 5,854 | 538.97 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 197,970 | 79.93 | 104,756 | 211.88 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 1,824 | 26.05 | 983 | 122.90 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 9,223 | 4.11 | 4,880 | 80.47 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 21,097 | 11,163 | ||||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁梅隆自然资源投资组合初始级别 | 8,373 | 4,431 | ||||||
| 2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | 3,842 | -16.28 | 1,817 | 18.14 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 1,662 | 187.05 | 616 | 186.51 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 26,477 | -2.12 | 14,010 | 69.67 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 272,598 | 19.41 | 144,245 | 106.98 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 15 | 8 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 179 | 6.55 | 85 | 50.00 | ||||
| 2025-07-24 | NP | FSUTX - 公用事业产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,800 | 162.57 | 42,474 | 270.52 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,205,444 | 729.10 | 625,923 | 1,310.21 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 4,735 | 2,506 | ||||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 204,768 | -66.37 | 108,353 | -41.72 | ||||
| 2025-06-26 | NP | AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票 | 9,064 | 3,361 | ||||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 68,815 | -1.13 | 25,518 | -1.68 | ||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 2,150 | 0.00 | 1,138 | 73.32 | ||||
| 2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 544 | 288 | ||||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 358 | -62.08 | 189 | 51.20 | ||||
| 2025-08-14 | 13F | 维德曼金融服务公司 | 581 | 307 | ||||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 3,270 | -11.26 | 1,730 | 53.91 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 898 | 475 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 72,900 | 21.50 | 38,575 | 110.61 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 56,300 | 30.63 | 29,791 | 126.43 | |||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 927 | -0.43 | 491 | 72.54 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 76,170 | -4.98 | 40,305 | 64.71 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通创新者基金 Y 级 | 287 | 33.49 | 152 | 132.31 | ||||
| 2025-06-26 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,009 | 185.38 | 2,599 | 589.39 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 16,600 | 1.78 | 9 | 100.00 | ||||
| 2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 389 | 206 | ||||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 911 | 16.20 | 482 | 87.55 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,224 | 3.20 | 648 | 78.73 | ||||
| 2025-08-27 | NP | PIODX-胜利先锋基金A类 | 404,605 | 0.24 | 214,097 | 73.75 | ||||
| 2025-08-07 | 13F | 艾伦投资管理有限公司 | 451,984 | 645.15 | 239,167 | 1,191.61 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 4,300 | 2,275 | ||||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 380 | 201 | ||||||
| 2025-07-23 | 13F | 资本管理联营公司 | 575 | -50.00 | 304 | -13.39 | ||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 464 | 246 | ||||||
| 2025-08-19 | 13F | Liontrust Investment Partners LLP | 14,037 | -49.72 | 7,428 | -12.84 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 2,568 | 1.54 | 1,359 | 75.91 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 2,980 | 8.17 | 1,577 | 87.40 | ||||
| 2025-08-08 | 13F | 斯库拉蒂财富管理有限责任公司 | 528 | 279 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 205,086 | 6.65 | 108,521 | 84.86 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 37 | 0.00 | 20 | 72.73 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 18,374 | -1.02 | 10 | 80.00 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 1,939 | 466.96 | 1,026 | 886.54 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 156 | 48 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 241,571 | 13.40 | 127,827 | 96.56 | ||||
| 2025-06-27 | NP | CSD - Invesco S&P 分拆 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,703 | -19.88 | 5,081 | -20.32 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 2,765 | 3.52 | 1,463 | 79.51 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 8,511 | 0.01 | 4,503 | 73.39 | ||||
| 2025-08-11 | 13F | 泰晤士资本管理有限公司 | 54,439 | 0.00 | 28,806 | 73.33 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 3,555 | 258.37 | 1,881 | 522.85 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 3,196 | 16.86 | 2,060 | 102.36 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 596 | 0.00 | 315 | 74.03 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 478,452 | -4.11 | 253,094 | 66.18 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 709,972 | -2.55 | 263,272 | -3.09 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC。 | 4,480 | 2,370 | ||||||
| 2025-08-04 | 13F | 尤贝尔·布雷迪和萨特曼资产管理公司 | 526 | 0 | ||||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | Put | 90,000 | 47,624 | |||||
| 2025-08-15 | 13F | 蓝边资本有限责任公司 | 6,750 | 304.19 | 3,572 | 601.57 | ||||
| 2025-08-15 | 13F | 前街资本管理公司 | 56,313 | -3.41 | 30 | 70.59 | ||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 469,597 | 3.91 | 248,487 | 80.12 | ||||
| 2025-03-31 | NP | FDRR - 利率上涨的富达股息 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 | 7,573 | -1.62 | 2,824 | 21.58 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 3,274 | -2.24 | 1,732 | 69.47 | ||||
| 2025-08-13 | 13F | Codex资本资产管理有限责任公司 | 23,365 | 0.00 | 12,364 | 73.47 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 769 | -11.91 | 407 | 52.63 | ||||
| 2025-07-29 | NP | SMIPX - 中等资本投资组合 - I 类 | 475 | 72.73 | 225 | 143.48 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 5,401 | 0.37 | 2,858 | 75.34 | ||||
| 2025-07-22 | 13F | 华威投资管理公司 | 390 | 206 | ||||||
| 2025-08-05 | 13F | 环山资本有限责任公司 | 428 | 246 | ||||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 80,959 | -3.06 | 42,839 | 68.03 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 682 | 3.81 | 361 | 80.00 | ||||
| 2025-08-14 | 13F | 古德兰德投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 554 | 293 | ||||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 1,604 | -77.41 | 849 | -63.68 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 2,657 | -2.14 | 1,406 | 69.69 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 966 | 1.05 | 511 | 75.60 | ||||
| 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 | 17,699 | -2.17 | 8,371 | 38.07 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 40,747 | 14.43 | 15,110 | 13.80 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 2,830 | -16.49 | 1,497 | 34.26 | ||||
| 2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 37 | 20 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 178,286 | 5.43 | 66,112 | 4.85 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 366 | -8.73 | 194 | 58.20 | ||||
| 2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 480 | 33.33 | 254 | 132.11 | ||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 2,254 | 71.67 | 1 | |||||
| 2025-08-15 | 13F | Binnacle投资公司 | 43 | -34.85 | 23 | 10.00 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 2,193 | 3.59 | 1,161 | 79.57 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 2,198 | 14.12 | 1,163 | 98.13 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return 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 | 273 | 0.00 | 144 | 73.49 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 173,552 | 2.72 | 82,087 | 44.95 | ||||
| 2025-08-13 | 13F | 费城信托公司 | 2,579 | 11.94 | 1 | |||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 901 | 477 | ||||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 257 | -11.07 | 130 | 46.59 | ||||
| 2025-06-12 | 13F | 希茨史密斯投资管理公司 | 4,483 | -0.22 | 1,369 | -7.38 | ||||
| 2025-04-17 | 13F | 防波堤投资管理 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 564 | 298 | ||||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 1,068 | 0.09 | 565 | 73.85 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 1,000 | -4.67 | 529 | 65.31 | ||||
| 2025-08-08 | 13F | 大理石港投资顾问有限责任公司 | 15,023 | 0.10 | 7,950 | 73.52 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 261 | -30.40 | 97 | -30.94 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 268 | 0.00 | 142 | 74.07 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 46,390 | -0.67 | 24,547 | 72.18 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 38,543 | -2.16 | 20,395 | 69.59 | ||||
| 2025-08-05 | 13F | 入口私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,302 | 36.94 | 1,218 | 137.43 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 6,793 | 1.72 | 3,595 | 76.35 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 655 | 347 | ||||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 65 | 0.00 | 34 | 78.95 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 38,141 | -8.18 | 20,179 | 59.13 | ||||
| 2025-06-26 | NP | FUIIX - 富达电信和公用事业基金 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 | 59,300 | 36.95 | 21,990 | 36.20 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,407,768 | 10.24 | 1,803,220 | 91.08 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 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 | Short | -2,151 | -92.08 | -798 | -92.13 | |||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 178,594 | 940.58 | 94,503 | 1,819.62 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 4,129 | 12.57 | 2,185 | 95.17 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 2,489 | 242.84 | 1,317 | 495.93 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 海城控股私人有限公司有限公司 | 12,710 | 6,725 | ||||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 1,674 | 23.91 | 886 | 114.81 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,597 | -25.60 | 2,817 | -26.00 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 135,535 | 14.07 | 71,718 | 97.72 | ||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 508 | 269 | ||||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 736 | -0.54 | 373 | 64.60 | ||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 229 | 121 | ||||||
| 2025-06-26 | NP | FEQIX - 富达股票收益基金 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 | 259,895 | 0.00 | 96,374 | -0.55 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 3,056 | 1,617 | ||||||
| 2025-08-26 | NP | RBB 基金公司 - SGI 增强型市场领先者 ETF | 2,359 | 1,248 | ||||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 2,609 | 2.84 | 1,381 | 78.29 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 83 | 44 | ||||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 6,529 | 1.71 | 3,455 | 76.31 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 3,242 | -19.03 | 1,533 | 14.23 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 401 | 6.37 | 190 | 50.00 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 303 | 0.00 | 160 | 73.91 | ||||
| 2025-07-25 | 13F | 勇气米勒合伙人有限责任公司 | 544 | 288 | ||||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 11,091 | 3.62 | 5,869 | 79.64 | ||||
| 2025-05-28 | NP | JGRO - 摩根大通主动增长 ETF | 35,437 | 22.76 | 10,818 | 13.93 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 2,161 | 3.89 | 1,143 | 80.28 | ||||
| 2025-05-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 541 | -50.86 | 165 | -54.42 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 穆勒金融服务公司 | 914 | 0.66 | 484 | 74.37 | ||||
| 2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 23,246 | 242.00 | 12,301 | 493.06 | ||||
| 2025-04-23 | 13F | 易方达基金管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 3,047 | 2.66 | 1,612 | 77.92 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 869 | -0.23 | 460 | 73.21 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 574 | 20.08 | 304 | 108.97 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 256 | 6.67 | 135 | 84.93 | ||||
| 2025-08-14 | 13F | 英勇资本管理有限合伙人 | 162,153 | 4.65 | 85,803 | 81.39 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 127,055 | 8.48 | 67,231 | 88.03 | ||||
| 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 | 17 | 21.43 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | EHP基金公司 | 400 | 212 | ||||||
| 2025-04-21 | 13F | 卡塔利娜资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | DMCVX - 纽约梅隆银行机会主义中型价值基金 A 类 | 11,775 | -4.36 | 5,569 | 34.97 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 86 | -23.89 | 46 | 32.35 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 16,197 | -2.92 | 8,571 | 68.29 | ||||
| 2025-08-14 | 13F | 德肖公司 | 281,859 | -86.74 | 149,146 | -77.02 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 65,900 | 52.55 | 34,871 | 164.41 | |||
| 2025-08-14 | 13F | 德肖公司 | Put | 153,500 | -3.70 | 81,225 | 66.92 | |||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 539 | 285 | ||||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 4,118 | 545.45 | 2,179 | 1,023.20 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 397 | 210 | ||||||
| 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 | 44,717 | 2.29 | 16,582 | 1.72 | ||||
| 2025-08-26 | NP | BNY MELLON Sustainable US Equity Portfolio, INC. - BNY Mellon Sustainable US Equity Portfolio, Inc. - 初始股 | 13,358 | -1.37 | 7,068 | 70.97 | ||||
| 2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 62 | 0.00 | 33 | 77.78 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 35 | 9.38 | 17 | 60.00 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 746 | 353 | ||||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 17,074 | -5.51 | 9,035 | 63.78 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | Call | 30,200 | 15,980 | |||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 7,366 | -1.66 | 3,898 | 70.47 | ||||
| 2025-07-31 | 13F | 中央银行 | 538 | -3.06 | 285 | 68.05 | ||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 540 | 286 | ||||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 695 | -20.02 | 368 | 38.49 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 7,439 | 123.93 | 3,936 | 288.17 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 78,589 | 5.96 | 41,585 | 83.66 | ||||
| 2025-05-15 | 13F | 维京全球投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 436 | 231 | ||||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 1,909 | 27.35 | 708 | 26.70 | ||||
| 2025-06-26 | NP | FWOZX - 富达女性领导力基金 富达顾问女性领导力基金：Z 级 | 3,228 | -37.95 | 1,197 | -38.27 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 390 | 206 | ||||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 1,254 | -8.13 | 664 | 59.38 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 8 | 60.00 | 4 | 300.00 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,063 | 5.26 | 1,092 | 82.44 | ||||
| 2025-08-14 | 13F | 三角旗投资者有限合伙人 | 34,900 | -24.13 | 18,467 | 31.51 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 1,265 | -3.44 | 669 | 67.67 | ||||
| 2025-07-24 | NP | FSLEX - 环境和替代能源产品组合 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 | 7,560 | -31.34 | 3,576 | -3.12 | ||||
| 2025-06-27 | NP | TWCGX - 成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,298 | -0.72 | 14,202 | -1.27 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 1,902 | -16.25 | 1,006 | 45.17 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 4,632 | 204.94 | 2,451 | 429.16 | ||||
| 2025-08-08 | 13F | 真点公司 | 732 | -16.82 | 387 | 44.40 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 1,053 | 0.00 | 557 | 73.52 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 81,883 | -2.47 | 43,328 | 69.05 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 6,312 | 4.96 | 3,340 | 81.86 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 187 | 5.06 | 0 | |||||
| 2025-07-14 | 13F | CJM财富顾问有限公司 | 430 | 228 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 2,485 | -13.26 | 921 | -13.76 | ||||
| 2025-07-17 | 13F | 梅尔法财富管理有限公司 | 2,778 | 0.00 | 1,470 | 73.23 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 4,207 | 2,226 | ||||||
| 2025-05-09 | 13F | 高地峰资本有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 846 | 35.58 | 448 | 118.05 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 1,826 | -0.22 | 966 | 73.12 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 5,538 | 0.00 | 2,930 | 73.37 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 62,916 | -1.87 | 33 | 73.68 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 3,543 | 313 | ||||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 702 | -21.83 | 372 | 35.40 | ||||
| 2025-06-30 | NP | VMGRX - 先锋中型成长基金投资者股票 | 54,399 | -22.65 | 20,172 | -23.08 | ||||
| 2025-05-15 | 13F | Summit Partners 公共资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,071 | 27.91 | 3,817 | 80.56 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | 加德资本公司 | 18 | 260.00 | 10 | 800.00 | ||||
| 2025-06-26 | NP | FVDFX - 富达价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,500 | 0.00 | 2,410 | -0.54 | ||||
| 2025-07-23 | 13F | 1 北方财富服务有限公司 | 22 | 0.00 | 12 | 83.33 | ||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 1,552 | -3.48 | 821 | 67.55 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 164 | 23.31 | 87 | 115.00 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 69,002 | 9.75 | 32,637 | 54.87 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 2,059 | 71.58 | 1,090 | 197.54 | ||||
| 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 | 1,940 | 0.00 | 1,027 | 73.31 | ||||
| 2025-07-29 | 13F | BKM 财富管理有限责任公司 | 700 | 2.04 | 370 | 77.03 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 418 | -67.39 | 0 | |||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 8,154 | 16.32 | 4,315 | 101.68 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 1,126 | 7.96 | 596 | 87.11 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 53 | 6.00 | 25 | 56.25 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 16,485 | -8.44 | 6,113 | -8.95 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 551 | 292 | ||||||
| 2025-08-14 | 13F | 斯塔利资本顾问公司 | 543 | 287 | ||||||
| 2025-07-11 | 13F | 永久有限公司 | 5,192 | -26.66 | 2,747 | 27.12 | ||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 3,149 | 168.92 | 1,489 | 279.85 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 827,465 | 6.44 | 437,853 | 84.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 640 | -0.62 | 339 | 72.45 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 1,798 | 646.06 | 951 | 1,202.74 | ||||
| 2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 2,052 | -0.05 | 1,086 | 73.32 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 316 | 0.00 | 149 | 41.90 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 157,572 | -11.00 | 83,379 | 54.27 | ||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 2,874 | -12.24 | 1,359 | 23.88 | ||||
| 2025-07-23 | NP | UPGR - Xtrackers 美国绿色基础设施精选股票 ETF | 243 | 115 | ||||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 43,625 | 91.57 | 23,084 | 232.10 | ||||
| 2025-07-14 | 13F | 特兰资本管理有限公司 | 59,229 | 14.07 | 31,341 | 97.72 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 468 | 0.00 | 248 | 73.94 | ||||
| 2025-08-07 | 13F | 斯科公司 | 14,859 | -0.08 | 8 | 75.00 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 2,870 | -0.52 | 1,519 | 72.50 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 12,834 | 153.39 | 6,070 | 257.69 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 249 | -61.63 | 132 | -33.84 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 159 | 47.22 | 85 | 154.55 | ||||
| 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 | 11,702 | -1.85 | 6,192 | 70.16 | ||||
| 2025-08-14 | 13F | 联信银行 | 53,927 | 28,535 | ||||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 950 | 0.00 | 449 | 41.19 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 32 | 190.91 | 17 | 433.33 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 9,163 | -4.55 | 4,849 | 65.46 | ||||
| 2025-07-10 | 13F | 安德森霍格兰公司 | 12,446 | 0.17 | 6,586 | 84.76 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 3,082 | -5.11 | 1,631 | 64.48 | ||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 286,804 | -4.88 | 135,653 | 34.22 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 70 | 34.62 | 37 | 146.67 | ||||
| 2025-04-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 14,680 | 6.92 | 7,768 | 85.33 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 151 | 3.42 | 80 | 79.55 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 465 | 246 | ||||||
| 2025-08-14 | 13F | 坚定资本管理有限公司 | 155,932 | -45.77 | 82,511 | -6.01 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 53,192 | 42.79 | 28,147 | 147.50 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,800,510 | 3.34 | 952,740 | 79.12 | ||||
| 2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 契卡索资本管理有限公司 | 2,423 | -1.02 | 1 | |||||
| 2025-07-14 | 13F | 战略规划公司 | 988 | 302 | ||||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 2,730 | -0.33 | 1,445 | 72.73 | ||||
| 2025-06-26 | NP | FTCEX - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund：C 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 | 8,636 | 45.56 | 3,202 | 44.76 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 24 | 0.00 | 13 | 71.43 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 4,794 | -34.27 | 2,537 | 13.93 | ||||
| 2025-07-31 | 13F | 资金存管及寄售 | 6,824 | 3,611 | ||||||
| 2025-07-15 | 13F | 亨利堡资本有限责任公司 | 468 | 248 | ||||||
| 2025-05-23 | NP | IWD - iShares Russell 1000 价值 ETF | 674,621 | -3.29 | 205,948 | -10.24 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 5,535 | 2,929 | ||||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92,903 | -2.93 | 43,941 | 36.99 | ||||
| 2025-08-14 | 13F | 贝克资本管理有限公司 | 18,546 | 1.98 | 9,814 | 76.78 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 90 | 0.00 | 48 | 74.07 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 4,361 | 7.39 | 2,308 | 86.20 | ||||
| 2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 湖山财富管理有限责任公司 | 508 | 269 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 2,413 | -53.69 | 1,277 | -19.75 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 156,370 | -10.02 | 82,743 | 55.97 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 301,706 | 246.25 | 159,648 | 500.18 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 812 | -0.61 | 430 | 72.29 | ||||
| 2025-08-14 | 13F | 长荣优质基金有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 人民金融服务公司 | 368 | 0.00 | 195 | 73.21 | ||||
| 2025-06-26 | NP | MCGAX - Transamerica 中型成长 A | 6,452 | -25.11 | 2,393 | -25.53 | ||||
| 2025-07-21 | 13F | 堪萨斯信托公司 | 746 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 697 | 0.00 | 369 | 73.58 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 1,163 | -5.75 | 615 | 63.56 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 396 | 210 | ||||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 1,164 | 3.01 | 616 | 78.78 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 2,570 | 12.77 | 1 | |||||
| 2025-05-14 | 13F | 泰康资产管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 6,989 | -22.79 | 3,698 | 33.84 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 1,996,019 | 3.05 | 1,056,193 | 78.61 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -27 | -775.00 | -14 | -1,500.00 | |||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 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 | 358,417 | 5.04 | 169,524 | 48.23 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 34,511 | -4.69 | 18,261 | 65.20 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,581 | 3.69 | 2,424 | 79.82 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 34,459 | -1.46 | 18,234 | 70.80 | ||||
| 2025-07-29 | NP | DREQX - 纽约梅隆银行研究增长基金，Inc. Z 类 | 31,570 | 14,932 | ||||||
| 2025-08-06 | 13F | 夸埃罗资本公司 | 5,666 | 8.63 | 2,998 | 88.32 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 902 | -30.24 | 477 | 21.07 | ||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 11,265 | -0.22 | 5,961 | 72.95 | ||||
| 2025-05-15 | 13F | 探索资本管理有限公司/CT | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 3,992 | -3.50 | 2,112 | 67.35 | ||||
| 2025-05-16 | 13F | 红木投资有限责任公司 | 7,264 | 2,218 | ||||||
| 2025-07-11 | 13F | 斯普林克财务顾问有限责任公司 | 622 | -31.42 | 329 | 19.20 | ||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 23,653 | -10.69 | 12,516 | 54.81 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,063 | 37.34 | 562 | 138.14 | ||||
| 2025-08-13 | 13F | 内华达投资顾问公司 | 1,263 | 0.00 | 668 | 73.51 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 1,886 | 0.00 | 998 | 73.39 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 4,755 | 8.49 | 2,516 | 88.04 | ||||
| 2025-05-09 | 13F | LSV资产管理 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 549 | -9.56 | 204 | -10.18 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 11,799 | -3.22 | 6,243 | 67.78 | ||||
| 2025-07-15 | 13F | 中心线财富顾问有限公司 | 546 | 289 | ||||||
| 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 | 26,606 | 0.85 | 14,079 | 74.80 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 22,017 | 39.85 | 8,164 | 39.08 | ||||
| 2025-08-13 | 13F | 伦巴德和凯尔纳有限责任公司 | 517 | 274 | ||||||
| 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 | 10,600 | 0.00 | 5,014 | 41.13 | ||||
| 2025-07-22 | 13F | 金融洞察公司 | 853 | 451 | ||||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 100 | 9,900.00 | 53 | |||||
| 2025-08-14 | 13F | 头投资有限公司 | 1,197 | -6.63 | 633 | 61.89 | ||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 620 | 328 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 6,830 | 42.03 | 3,614 | 146.12 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 2,180 | 27.63 | 1,154 | 121.31 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 153 | 10.87 | 81 | 90.48 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 20,557 | 85.50 | 10,683 | 218.20 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 188,289 | -52.47 | 99,633 | -17.62 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -3,006 | -1,591 | |||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 84,344 | 8.25 | 44,631 | 87.63 | ||||
| 2025-08-06 | 13F | 塞蒂安资本有限公司 | 5,000 | 0.00 | 2,646 | 73.33 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 129,725 | -3.48 | 68,644 | 67.30 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 116,350 | 24.14 | 61,567 | 115.18 | |||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 81,139 | 138.61 | 42,935 | 429,240.00 | ||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 58,873 | 31,153 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 3,083 | 13.10 | 1,631 | 96.03 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 32,369 | 12,003 | ||||||
| 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 | 15,567 | 93.33 | 5,773 | 92.27 | ||||
| 2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 411 | 217 | ||||||
| 2025-07-30 | 13F | 道德公司 | 32,594 | 80.14 | 16,938 | 196.57 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 448,594 | 3.95 | 237,374 | 80.17 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 965,082 | 47.43 | 510,673 | 155.54 | ||||
| 2025-07-25 | 13F | 第1858章 | 9,538 | 4.01 | 5,047 | 80.31 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 17,133 | 39.90 | 8,919 | 140.15 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 656 | 347 | ||||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 598 | 31.14 | 222 | 30.00 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 2,422 | -8.47 | 1,282 | 58.74 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 93 | -11.43 | 0 | |||||
| 2025-08-13 | 13F | 韩国投资公司 | 255,875 | -10.40 | 135,396 | 55.30 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 7,411 | -6.49 | 3,922 | 62.09 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 102 | 0.00 | 54 | 70.97 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 395 | 209 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 14,034 | 15.10 | 6,638 | 62.43 | ||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 406 | 215 | ||||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 4,920 | -0.47 | 2,603 | 72.50 | ||||
| 2025-07-09 | 13F | 悍马财务咨询服务公司 | 404 | 214 | ||||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 6,912 | -2.70 | 3,657 | 68.68 | ||||
| 2025-07-22 | 13F | 库里南联合公司 | 1,448 | 0.00 | 766 | 73.30 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 2,394 | 0.00 | 1,267 | 73.42 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 1,028 | 35.09 | 544 | 134.48 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 3 | 0.00 | 2 | |||||
| 2025-08-22 | NP | FFNJX - 公用事业投资组合初始类 | 13,000 | -2.26 | 6,879 | 69.41 | ||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,468 | -2.78 | 1,835 | 68.66 | ||||
| 2025-07-10 | 13F | 安德鲁希尔投资顾问公司 | 8,009 | 102.97 | 4,238 | 251.91 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 432 | 229 | ||||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 393,541 | 6.76 | 208,242 | 85.05 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,972 | 11.54 | 602 | 3.61 | ||||
| 2025-07-18 | 13F | 独立投资者公司 | 1,027 | 0.00 | 543 | 73.48 | ||||
| 2025-07-31 | 13F | 德雷珀资产管理有限责任公司 | 2,997 | 1,557 | ||||||
| 2025-08-27 | NP | TSAGX - Touchstone 大公司成长基金 A 类 | 5,340 | -35.04 | 2,826 | 12.59 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 15,941 | 4.49 | 8,435 | 81.13 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 3 | 50.00 | 2 | -90.91 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 25,039 | -5.85 | 11,843 | 32.86 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 8 | 4 | ||||||
| 2025-08-06 | 13F | 北方资本有限公司 | 41 | 0.00 | 22 | 75.00 | ||||
| 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 | 20,719 | 2.99 | 9,800 | 45.34 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 2,514 | -0.63 | 1,189 | 40.21 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 2,273 | 8.19 | 1,203 | 87.52 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 66 | 29.41 | 35 | 88.89 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 1,930 | -8.62 | 1,003 | 56.96 | ||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 4 | 0.00 | 2 | 100.00 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 25,463 | 59.78 | 13 | 160.00 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 117 | 0.00 | 62 | 74.29 | ||||
| 2025-07-17 | 13F | 拉扎里资本管理公司 | 524 | 277 | ||||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 1,376 | 5.44 | 728 | 82.91 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 246 | 1.23 | 131 | 75.68 | ||||
| 2025-08-28 | NP | WMKGX - WesMark 成长基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 43,066 | -18.31 | 22,788 | 41.59 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 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 | 885,261 | 16.64 | 328,272 | 15.99 | ||||
| 2025-08-29 | NP | SOAVX - Spirit Of America 大盘价值基金 A 类 | 600 | 50.00 | 317 | 159.84 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 6 | -14.29 | 2 | 0.00 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 3 | 0.00 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 602 | 319 | ||||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 34,743 | 18.61 | 18,384 | 105.59 | ||||
| 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 | 60,661 | 0.17 | 32,099 | 73.62 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 优化财务公司 | 720 | -0.55 | 381 | 71.95 | ||||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 471 | 249 | ||||||
| 2025-07-25 | 13F | AdviceOne 咨询服务有限公司 | 781 | 0.00 | 413 | 73.53 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 5,108 | 4.54 | 2,703 | 81.22 | ||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 537 | 284 | ||||||
| 2025-07-25 | NP | AIWEX - 世界能源基金机构 | 13,000 | -33.33 | 6,149 | -5.94 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 955 | 5.88 | 505 | 83.64 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 212,495 | -51.54 | 112,435 | -16.01 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 120 | 11.11 | 0 | |||||
| 2025-08-14 | 13F | 堡垒金融集团有限公司 | 579 | 306 | ||||||
| 2025-08-11 | 13F | 清洁能源转型有限公司 | 31,923 | -63.34 | 16,892 | -36.45 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 2,603 | 125.17 | 1,377 | 291.19 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 669 | 0.75 | 354 | 75.25 | ||||
| 2025-07-29 | NP | RISN - Inspire 战术平衡 ESG ETF | 5,310 | 2,512 | ||||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 793 | 0.00 | 420 | 73.14 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 2,876 | -1.27 | 1,522 | 71.09 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 7,747,147 | 1.06 | 4,099,403 | 75.17 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 2,689 | 1,423 | ||||||
| 2025-08-14 | 13F | 西永资本有限公司 | 2,530 | 5.42 | 1,339 | 82.79 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 59,533 | 24.79 | 31,500 | 116.36 | ||||
| 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 | 62,578 | -1.22 | 33,113 | 71.22 | ||||
| 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 | 376,709 | 10.61 | 199,336 | 91.73 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | 268,322 | 0.00 | 141,983 | 73.33 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 2,811 | -5.70 | 1,042 | -6.21 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 36 | 0.00 | 19 | 90.00 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 551 | 292 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 12,814 | 29.91 | 6,780 | 125.17 | ||||
| 2025-08-26 | NP | SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 | 11,203 | -60.10 | 5,928 | -30.84 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 148 | -20.00 | 78 | 39.29 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 2,372 | 12.26 | 1,255 | 94.57 | ||||
| 2025-05-22 | NP | GVALX - Gotham 大价值基金机构类别 | 34 | -88.55 | 10 | -89.69 | ||||
| 2025-07-28 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 171,037 | 0.00 | 80,897 | 41.11 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 27,100 | -52.04 | 14,340 | -16.87 | |||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 4,183 | -0.74 | 2 | 100.00 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 664 | 371 | ||||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 1,045 | -6.95 | 553 | 61.40 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 77,886 | 86.32 | 41,213 | 222.96 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 12,400 | -72.01 | 6,561 | -51.48 | |||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 2,541,883 | -1.29 | 1,345 | 71.12 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 111,761 | -22.77 | 59,138 | 33.87 | ||||
| 2025-07-28 | NP | CTEX - ProShares S&P Kensho Cleantech ETF | 172 | -46.91 | 81 | -25.00 | ||||
| 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 | 44,900 | 16,650 | ||||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 81,001 | 18.86 | 42,862 | 106.02 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 212,458 | 14.84 | 112,422 | 99.05 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,445 | 6.88 | 765 | 85.44 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 837 | -5.64 | 0 | |||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 522 | 276 | ||||||
| 2025-06-26 | NP | FNSTX - 富达基础设施基金 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 | 2,200 | 10.00 | 816 | 9.40 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 80,107 | 52.18 | 41,637 | 159.08 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 237,732 | 870.06 | 125,290 | 1,618.88 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 4,510 | 6.62 | 2,387 | 84.82 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,556,103 | -7.63 | 823,412 | 60.10 | ||||
| 2025-08-29 | NP | NETZ - 1 号引擎变革气候 ETF | 44,402 | 74.21 | 29,318 | 210.21 | ||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 1,942 | -8.31 | 1,028 | 58.98 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 2,458 | 0.00 | 1,301 | 73.33 | ||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 3,680 | 1,947 | ||||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 11,405 | 2.10 | 6,035 | 77.00 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 341,553 | -1.81 | 180,733 | 70.19 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,182 | 0.41 | 1,154 | 74.06 | ||||
| 2025-07-08 | 13F | 先行资本管理公司 | 447 | 237 | ||||||
| 2025-07-18 | 13F | 第一太平金融 | 28 | -12.50 | 15 | 55.56 | ||||
| 2025-08-07 | 13F | 荷宝瑞士股份公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 港口投资公司 | 5,427 | 75.06 | 2,872 | 203.49 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 504 | 320 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 353 | -0.28 | 0 | |||||
| 2025-08-26 | NP | 机构投资策略基金 | 18 | 12.50 | 10 | 125.00 | ||||
| 2025-05-13 | 13F | 格莱斯顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 3,614 | -22.41 | 1,912 | 34.55 | ||||
| 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 | 372 | 0.00 | 138 | -0.72 | ||||
| 2025-08-11 | 13F | 尼伦伯格投资管理公司 | Put | 9,200 | 0.00 | 4,868 | 73.36 | |||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -1,691 | -50.35 | -800 | -29.97 | |||
| 2025-08-14 | 13F | 瑞银集团 | 1,234,395 | -14.74 | 653,180 | 47.79 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 7,100 | 42.00 | 3,757 | 146.13 | |||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 999 | 305 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 136,300 | 1,542.17 | 72,123 | 2,747.34 | |||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 13,125 | 0.00 | 6,945 | 73.36 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 409 | 216 | ||||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 422 | 223 | ||||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 48,973 | -21.64 | 25,725 | 35.38 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 2,097,122 | 8.17 | 1,109,692 | 87.50 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 299 | 0.00 | 158 | 73.63 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 368,350 | 2.15 | 194,912 | 77.07 | |||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 1,355 | 1.88 | 892 | 119.46 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 51,800 | 174.07 | 27,410 | 375.11 | |||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 4,586 | 5.91 | 2,427 | 83.65 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 3,800 | -24.00 | 2,011 | 31.72 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 1,268 | -7.17 | 671 | 60.67 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 507 | 268 | ||||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 1,703 | -1.45 | 901 | 70.97 | ||||
| 2025-08-07 | 13F | 剑桥金融集团公司 | 3,346 | -35.72 | 1,771 | 11.46 | ||||
| 2025-08-05 | 13F | 诚信金融公司/西澳 | 420 | 222 | ||||||
| 2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 101 | -42.61 | 37 | -43.08 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 28,896 | 5.63 | 15,290 | 83.11 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 742 | 0.00 | 393 | 73.45 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 858 | 16.10 | 454 | 101.78 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 737 | 0.68 | 390 | 74.44 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,568 | 2,946 | ||||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 768 | 0.39 | 406 | 74.25 | ||||
| 2025-08-13 | 13F | 华人文化金融集团 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 71 | -41.80 | 22 | -47.50 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 40,857 | 0.17 | 21,619 | 73.63 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 71,085 | 10.77 | 26,360 | 10.16 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 916 | 9.18 | 485 | 89.06 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 89,931 | 14.96 | 47,587 | 99.25 | ||||
| 2025-05-23 | NP | EAGL-鹰资本精选股票ETF | 124,715 | -11.56 | 38,073 | -17.92 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 1,259 | 666 | ||||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 72 | 38 | ||||||
| 2025-07-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 7,625 | 38.54 | 3,606 | 96.19 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 405 | 214 | ||||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 3,922 | 8.85 | 2,075 | 88.81 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 26,691 | -22.47 | 14,124 | 34.39 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 2,382 | 0.00 | 883 | -0.56 | ||||
| 2025-07-21 | 13F | 金融委员会资产管理公司 | 451 | 239 | ||||||
| 2025-06-27 | NP | RSPN - Invesco S&P 500 等权重工业 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,630 | -4.58 | 9,133 | -5.11 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 24,664,571 | 1.11 | 13,051,258 | 75.27 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 16 | 0.00 | 8 | 100.00 | ||||
| 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 | 424,443 | 7.03 | 200,753 | 51.04 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 938 | 0.97 | 496 | 65.33 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 1,390 | 736 | ||||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 3,300 | 109.52 | 2 | |||||
| 2025-05-14 | 13F | 特里布恩投资集团 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 45,633 | -2.95 | 24,147 | 68.22 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 84 | 0.00 | 44 | 76.00 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 6,105 | 3,230 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 992 | -25.13 | 525 | 29.70 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 514 | 272 | ||||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 168,774 | -37.29 | 79,827 | -11.51 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 9,000 | -6.68 | 4,762 | 61.75 | ||||
| 2025-08-13 | 13F | 直径资本有限合伙人 | 477 | -70.43 | 252 | -48.78 | ||||
| 2025-07-23 | 13F | LifeSteps 金融公司 | 459 | 243 | ||||||
| 2025-08-07 | 13F | 财务演讲公司 | 3 | 0.00 | 2 | |||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 3,934 | -0.51 | 2,082 | 72.41 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 6,437 | 36.38 | 3,406 | 136.53 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,844 | -0.16 | 976 | 73.18 | ||||
| 2025-07-17 | 13F | 埃文代尔财富管理 | 375 | 0.00 | 198 | 73.68 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 3,952 | -0.50 | 2,091 | 72.44 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 795 | -1.24 | 0 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 6,113 | -36.35 | 3 | 50.00 | ||||
| 2025-08-27 | NP | CIAOX - 资本顾问成长基金投资者类别 | 7,025 | 0.00 | 3,717 | 73.37 | ||||
| 2025-06-26 | NP | CHUSX - 阿尔杰全球焦点基金A类 | 1,390 | 60.69 | 515 | 59.94 | ||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 462 | 244 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 38,012 | 30.72 | 20,114 | 126.59 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 810 | 0.00 | 429 | 73.28 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 951 | 19.17 | 503 | 91.98 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 588 | 1,580.00 | 311 | 3,010.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 420 | 0.00 | 222 | 73.44 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 3,227 | 1,708 | ||||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 25 | 0.00 | 13 | 85.71 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 2,404 | 2.78 | 1,272 | 78.15 | ||||
| 2025-07-07 | 13F | 西联银行 | 12,442 | -15.31 | 6,584 | 46.78 | ||||
| 2025-05-29 | NP | JAEEX - 股权收益信托资产净值 | 9,335 | -41.98 | 2,850 | -46.16 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 202,400 | 278.32 | 107,100 | 555.76 | |||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 47,000 | 1.29 | 24,870 | 75.59 | |||
| 2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 14,557 | -65.60 | 5,398 | -65.79 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 525 | -21.52 | 278 | 35.78 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 17,160 | 9,080 | ||||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 2,934 | -76.72 | 1,553 | -59.67 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,394 | 17.08 | 1,629 | 16.44 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 1,800 | 0.00 | 1 | |||||
| 2025-06-30 | NP | DAREX - 邓纳姆房地产股票基金 A 类 | 1,888 | 20.79 | 700 | 20.27 | ||||
| 2025-08-13 | 13F | 艾恩伍德投资管理有限公司 | 623 | 330 | ||||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,179 | 8,966 | ||||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 667 | 353 | ||||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 36,811 | 117.38 | 19,479 | 276.82 | ||||
| 2025-07-23 | 13F | 湖滨顾问公司 | 2,300 | 0.00 | 1,217 | 73.36 | ||||
| 2025-07-10 | 13F | 三季财富有限责任公司 | 492 | 260 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,162 | 1.04 | 2,748 | 79.96 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 2,496 | 0.77 | 1,321 | 74.60 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 185 | -13.55 | 98 | 49.23 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 583 | -11.93 | 308 | 52.48 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 17,799 | 0.34 | 6,600 | -0.21 | ||||
| 2025-08-05 | 13F | 马西斯公司 | 17,622 | -3.24 | 9 | 80.00 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 442 | -29.51 | 234 | 22.51 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 27,900 | -91.29 | 14,763 | -84.91 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 18,600 | 40.91 | 9,842 | 144.28 | |||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 905 | -35.08 | 479 | 12.47 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 557 | 295 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 223,726 | 103.11 | 118,385 | 252.06 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 736 | 348 | ||||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 1,436 | 4.28 | 760 | 80.71 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 11,313 | -2.84 | 5,986 | 68.43 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 146,116 | -0.36 | 77,317 | 72.70 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 1 | 0.00 | 1 | |||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 1,269 | 0.00 | 600 | 41.18 | ||||
| 2025-07-16 | 13F | 欧文·拉鲁有限责任公司 | 2,683 | 1,420 | ||||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 30,960 | 16,382 | ||||||
| 2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 5,186 | 65.00 | 2,453 | 132.86 | ||||
| 2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 1,631 | 0.00 | 605 | -0.66 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 1,371 | -34.34 | 725 | 13.81 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 538 | 285 | ||||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 339 | 15.31 | 179 | 141.89 | ||||
| 2025-07-23 | 13F | 阿姆布鲁斯特资本管理公司 | 549 | 291 | ||||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,924 | 4.86 | 2,076 | 81.79 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 518 | 274 | ||||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 900 | 4.05 | 476 | 80.30 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 3,189 | 0.00 | 1,687 | 73.38 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,669 | 3.54 | 883 | 79.47 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 67,723 | -3.28 | 35,836 | 67.64 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,033,979 | 547,130 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 45,501 | -33.91 | 24,077 | 14.54 | ||||
| 2025-07-23 | 13F | 帕克圆公司 | 120 | 0.00 | 63 | 75.00 | ||||
| 2025-07-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 15,306 | -19.56 | 7,239 | 13.50 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 164 | -4.65 | 87 | 53.57 | ||||
| 2025-08-14 | 13F | 海特对冲资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 1,526 | 4.88 | 807 | 81.76 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 8,575 | -28.18 | 4,537 | 24.47 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 2,233 | 0.00 | 1,182 | 73.42 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 3 | 2 | ||||||
| 2025-08-04 | 13F | 4J 财富管理有限责任公司 | 484 | 256 | ||||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 5,149 | 16.10 | 2,435 | 63.86 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 6,962 | 7.22 | 3,293 | 51.29 | ||||
| 2025-08-14 | 13F | 宝利资本管理（香港）有限公司 | 14,155 | 123.16 | 7,490 | 286.88 | ||||
| 2025-07-17 | 13F | 仅收费财务规划，LC | 454 | 240 | ||||||
| 2025-07-29 | NP | BKWO - 纽约梅隆银行女性机会 ETF | 415 | 196 | ||||||
| 2025-07-28 | 13F | 道明资产管理公司 | 931,997 | 0.56 | 493,166 | 74.30 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 660 | 113.59 | 436 | 362.77 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,454 | -0.95 | 769 | 71.65 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 511 | 270 | ||||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 919 | 0.00 | 281 | 0.00 | ||||
| 2025-04-14 | 13F | 谢尔曼资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 468 | 248 | ||||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 81 | 0.00 | 43 | 75.00 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 10,843 | -5.47 | 5,738 | 63.87 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 529 | -21.16 | 280 | 36.76 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 反向核心基金 1 级 | 21,207 | 29.68 | 11,222 | 124.78 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 293 | 43.63 | 155 | 131.34 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 225 | -7.02 | 119 | 63.01 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 8,205 | -1.45 | 4,342 | 70.84 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 446 | 239 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,054 | 26.04 | 6,375 | 118.89 | ||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 228 | -21.38 | 85 | -22.22 | ||||
| 2025-07-21 | 13F | Keb资产管理有限公司 | 407 | 215 | ||||||
| 2025-07-18 | 13F | 中银香港资产管理有限公司 | 1,250 | -95.90 | 661 | -92.90 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 4,128 | -25.39 | 1,531 | -25.84 | ||||
| 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 | 418,368 | 0.58 | 155,139 | 0.02 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 601 | 318 | ||||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 1,051 | -3.13 | 556 | 67.98 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 2,151 | -41.72 | 1,138 | 1.07 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 4,936 | 196.81 | 2,612 | 414.99 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 643,744 | 12.43 | 340,637 | 94.88 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 98,466 | 27.00 | 52,103 | 120.14 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 724 | 383 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 17 | 8 | ||||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 4,659 | -84.46 | 1,422 | -85.58 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 8,271 | 14.81 | 4,377 | 99.00 | ||||
| 2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | 414 | 219 | ||||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 13,920 | -32.94 | 7,366 | 16.22 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 1,527 | -5.21 | 808 | 64.56 | ||||
| 2025-05-15 | 13F | 汉普顿路资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 37,051 | 6.85 | 19,606 | 85.20 | ||||
| 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 | 21,932 | -9.94 | 8,133 | -10.45 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 10,481 | 43.97 | 5,546 | 149.59 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 675 | 357 | ||||||
| 2025-06-25 | NP | ICPAX - 诚信中北美资源基金，A 类 | 5,400 | 2,002 | ||||||
| 2025-04-24 | NP | CSM - ProShares 大盘核心增强版 | 2,290 | 215.43 | 768 | 216.94 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 2,940 | 47.52 | 1,555 | 132.44 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 1,883 | 14.89 | 997 | 99.20 | ||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 182,888 | 96,775 | ||||||
| 2025-08-12 | 13F | 熵技术有限公司 | 22,588 | 43.15 | 11,952 | 148.12 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 18,763 | 8,875 | ||||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 6,053 | 0.90 | 3,203 | 74.88 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 9,872 | 174.37 | 3,661 | 172.93 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 573,567 | -6.12 | 212,690 | -6.64 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 763,226 | 771.29 | 403,861 | 1,410.27 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 656 | 347 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,880 | 9.55 | 1,524 | 89.90 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,176,402 | 152.55 | 622,493 | 337.76 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 37,923 | 100.92 | 20,067 | 248.26 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 300 | 0.00 | 159 | 73.63 | |||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 12 | 100.00 | 6 | 500.00 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 7,064 | -92.92 | 4 | -90.00 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 1,886 | 0.05 | 998 | 73.39 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 45 | 0.00 | 14 | -7.14 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 2,409 | 1,275 | ||||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 52 | 0.00 | 28 | 80.00 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 5,780 | -16.17 | 3,058 | 45.34 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 1,186 | -5.20 | 628 | 64.57 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 14,485 | 93.78 | 7,665 | 235.99 | ||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 2,035 | -0.15 | 1,077 | 72.99 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 2,126 | 6.51 | 1,125 | 84.56 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 2,964 | -55.37 | 1,099 | -55.61 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 118 | -12.59 | 36 | -18.18 | ||||
| 2025-08-27 | NP | MFOCX - Marsico 焦点基金 | 91,633 | 0.00 | 48,488 | 73.34 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | Put | 25,000 | 13,229 | |||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 83,810 | 0.53 | 44,348 | 74.25 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 165 | 0.00 | 87 | 74.00 | ||||
| 2025-07-15 | 13F | 梧桐金融顾问公司 | 1,196 | -3.94 | 633 | 66.75 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 234 | 65.96 | 124 | 186.05 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 2,679 | 20.03 | 1,418 | 108.08 | ||||
| 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 | 767 | -19.94 | 284 | -20.45 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 1,090 | -3.20 | 577 | 67.93 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 5,923 | 3,134 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 14,364 | 20.45 | 7,601 | 108.79 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 243 | 48.17 | 115 | 111.11 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 15,574 | -14.32 | 7,366 | 20.91 | ||||
| 2025-08-14 | 13F | 南岸银行 | 382 | 202 | ||||||
| 2025-05-30 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,902 | 0.00 | 2,718 | -7.21 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 361 | 2.27 | 191 | 78.50 | ||||
| 2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 54,638 | -21.83 | 28,912 | 35.50 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 1,114 | -5.75 | 527 | 32.83 | ||||
| 2025-07-01 | 13F | 仙人掌资产管理有限公司 | 6,020 | 0.00 | 3,128 | 71.59 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 25 | -55.36 | 13 | -23.53 | ||||
| 2025-08-26 | NP | GRSIX - 布鲁克菲尔德全球可再生能源和可持续基础设施基金 I 级 | 4,723 | -19.25 | 2,499 | 40.00 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 1,964 | -35.42 | 1,039 | 11.96 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 14,324 | -2.02 | 7,580 | 69.82 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 27,966 | 6.20 | 14,798 | 84.08 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 91,748 | -4.87 | 48,548 | 64.90 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 17 | 0.00 | 9 | 60.00 | ||||
| 2025-05-22 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 145 | 0.00 | 44 | -6.38 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 1,119 | 592 | ||||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 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 | 485 | 0.00 | 180 | -0.56 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 3,678 | 0.55 | 1,946 | 74.37 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 407 | 0 | ||||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,858 | 8.72 | 983 | 88.68 | ||||
| 2025-08-11 | 13F/A | 凯恩安德森资本顾问有限公司 | 8,702 | 10.10 | 4,605 | 90.88 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 10,048 | 5,317 | ||||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 163,149 | 86,330 | ||||||
| 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 | 318 | -72.15 | 118 | -72.47 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 11,490 | 169.53 | 6,156 | 349.34 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 361 | -2.43 | 191 | 70.54 | ||||
| 2025-08-29 | NP | LOPP - 加贝利爱我们的星球和人类 ETF | 720 | -10.00 | 381 | 55.74 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 582 | -2.02 | 308 | 70.17 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 104 | 0.00 | 55 | 77.42 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 787 | -2.60 | 417 | 69.11 | ||||
| 2025-05-14 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,934,056 | -7.02 | 1,023,406 | 61.17 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 361 | -1.90 | 171 | 38.21 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 267 | 24.19 | 141 | 116.92 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 1,969 | 0.36 | 1,042 | 74.08 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 4,475 | -67.06 | 2,368 | -42.92 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达国际股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,370 | -4.28 | 2,842 | 65.95 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 812 | -1.22 | 430 | 71.60 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 312 | 165 | ||||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,182 | 0.42 | 625 | 74.09 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 1,766 | -10.49 | 934 | 55.15 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 306 | -91.03 | 162 | -84.53 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,818 | 1,806 | ||||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 1,000 | -2.34 | 1 | |||||
| 2025-06-26 | NP | FWWFX - 富达环球基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,000 | -70.73 | 4,450 | -70.90 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 412 | -4.19 | 218 | 66.41 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 168,792 | -2.88 | 89,316 | 68.35 | ||||
| 2025-08-22 | NP | FDSVX - 富达增长发现基金 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 | 157,507 | -15.73 | 83,345 | 46.07 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 288 | 0.00 | 152 | 74.71 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 257 | 0.00 | 136 | 73.08 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 3,051 | -4.86 | 1,614 | 64.86 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 93 | -38.41 | 49 | 0.00 | ||||
| 2025-06-26 | NP | FigX - 富达系列国际成长基金 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 | 873,100 | 10.03 | 323,763 | 9.42 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 2,604 | 2.84 | 1,378 | 78.37 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 11,740 | 0.86 | 6,212 | 74.84 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 1,500 | 794 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 14,000 | 0.00 | 7,408 | 73.37 | |||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 2,665 | 6.86 | 1,410 | 85.28 | ||||
| 2025-08-27 | NP | MGRIX - Marsico 成长基金 | 13,414 | 0.00 | 7,098 | 73.33 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 2,676 | 149.16 | 1,421 | 334.56 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 459 | 243 | ||||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 8,131 | -5.51 | 4,303 | 63.82 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 534 | 283 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 1,473 | 0.00 | 779 | 73.50 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 3,196 | -6.60 | 1,691 | 62.13 | ||||
| 2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 864 | -7.00 | 0 | |||||
| 2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,129 | -3.83 | 15,251 | -4.36 | ||||
| 2025-04-29 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,345 | -62.48 | 712 | -35.01 | ||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 3 | 0.00 | 2 | |||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 2,906 | -3.00 | 1,538 | 68.16 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 2,222 | -44.93 | 1,176 | -4.55 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 8,061 | -4.73 | 3,813 | 34.46 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 44,266 | 25.91 | 20,937 | 77.66 | ||||
| 2025-04-14 | 13F | 韦拉策略公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 92,890 | -1.45 | 49,153 | 70.81 | ||||
| 2025-08-13 | 13F | 咨询财富管理公司 | 635 | 0.00 | 336 | 74.09 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 169 | 89 | ||||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 9,763 | 8.76 | 5,166 | 88.54 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 1,382 | 14.59 | 731 | 98.64 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 4,759 | -15.90 | 2,518 | 45.80 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 2,417 | 0.00 | 1,279 | 73.41 | ||||
| 2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 418 | 221 | ||||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 112 | 0.00 | 59 | 73.53 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,820 | 10.77 | 963 | 92.22 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 569 | 301 | ||||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,011 | 2.85 | 535 | 78.00 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 245,411 | 129,859 | ||||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 8,802 | 3,264 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 11,996 | 94.90 | 5,674 | 174.99 | ||||
| 2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 64,834 | 6.18 | 34,307 | 84.04 | ||||
| 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 | 34,912 | 24.97 | 16,513 | 76.35 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 1,858 | 0.00 | 983 | 73.37 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 632,806 | 79.16 | 334,849 | 210.55 | ||||
| 2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 1,521 | 75.23 | 719 | 147.93 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 7,202 | 78.09 | 2,671 | 77.17 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 1,861 | -0.75 | 985 | 72.03 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 142 | -4.05 | 43 | -10.42 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 2,433 | 0.37 | 1,287 | 73.92 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 900 | -6.35 | 476 | 62.46 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 9,759 | 10.78 | 5,164 | 92.00 | ||||
| 2025-08-05 | 13F | HFG 顾问公司 | 1,054 | 0.00 | 558 | 73.52 | ||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 1,600 | 0.00 | 488 | -7.22 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 3 | 0.00 | 2 | |||||
| 2025-07-29 | 13F | Gladwyn 财务顾问公司 | 410 | 217 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,631,963 | 0.83 | 863,553 | 74.77 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 8,226 | 4,353 | ||||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 5,396 | -3.38 | 2,855 | 67.55 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 5,226 | -53.30 | 2,744 | -19.67 | ||||
| 2025-04-28 | 13F | 金融倡导者投资管理 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 502 | 266 | ||||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 836 | 0.00 | 442 | 73.33 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 2,811 | -19.48 | 1 | 0.00 | ||||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. 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 | 224,558 | -23.84 | 118,825 | 32.01 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,170 | 107.82 | 4,513 | 155.49 | ||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 250 | 19.05 | 76 | 10.14 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋基金 VCT 投资组合 II 类 | 6,800 | -0.57 | 3,598 | 72.40 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 7,396 | 1.32 | 3,914 | 75.63 | ||||
| 2025-08-14 | 13F | 特立独行资本有限公司 | Put | 273,600 | 144,775 | |||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 329 | -22.41 | 174 | 34.88 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 4,820 | 30.80 | 2,551 | 126.67 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 590 | 312 | ||||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 510 | 13.33 | 270 | 96.35 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 4,710 | 2,493 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 48,070 | 8.19 | 25,436 | 87.53 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 11,575 | 9.04 | 6,125 | 89.01 | ||||
| 2025-08-26 | NP | RPGIX - T. Rowe Price 全球工业基金 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 | 1,238 | -50.24 | 655 | -13.70 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 8,130 | 4,302 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 18,858 | 9,979 | ||||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 456 | 241 | ||||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 686 | -8.41 | 363 | 58.77 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 12 | 0.00 | 6 | 100.00 | ||||
| 2025-08-14 | 13F | 阿卡斯有限公司 | 412 | 261 | ||||||
| 2025-07-23 | NP | DTCAX - 纽约梅隆银行可持续美国股票基金公司 A 类 | 16,654 | -2.49 | 7,877 | 37.61 | ||||
| 2025-07-07 | 13F | 信托公司 | 119 | 0.00 | 63 | 72.22 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 383 | 203 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,740 | 10,287 | ||||||
| 2025-08-14 | 13F | PYA沃尔特曼资本有限责任公司 | 681 | 0.00 | 360 | 73.91 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 318,061 | 6.11 | 168,307 | 83.92 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 45,265 | 0.00 | 23,952 | 73.33 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 44 | -6.38 | 23 | 64.29 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 39,752 | -48.70 | 21,029 | -11.11 | ||||
| 2025-08-29 | NP | RAAAX - Altegris/AACA 机会型房地产基金 A 类 | 2,448 | -47.54 | 1,295 | -9.06 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 18,720 | -15.83 | 10 | 50.00 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 742 | 0.00 | 227 | 0.00 | ||||
| 2025-07-21 | 13F | 111资本 | 1,536 | 813 | ||||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 702 | -3.31 | 372 | 67.87 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 6,170 | 15.43 | 3 | 200.00 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 81 | 0.00 | 43 | 75.00 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 1,135 | 0.35 | 732 | 100.27 | ||||
| 2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 1,678 | -2.33 | 794 | 37.91 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 781 | 0.00 | 413 | 73.53 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 293 | 89 | ||||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,632 | 0.99 | 864 | 75.05 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 23,600 | 12,488 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 10,700 | 5,662 | |||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 1,272 | 673 | ||||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 492 | 260 | ||||||
| 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 | 108,306 | 0.00 | 40,162 | -0.55 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 6,134 | 51.91 | 3,246 | 163.39 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 3,982 | 15.76 | 2,107 | 100.67 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 185 | 1.65 | 98 | 76.36 | ||||
| 2025-06-26 | NP | USAAX - 成长基金股票 | 16,121 | 21.57 | 5,978 | 20.89 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 9,219 | 28.18 | 4,878 | 122.23 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 32,341 | -3.41 | 17,113 | 67.43 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 955 | 17.61 | 505 | 104.45 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 36,537 | 19,334 | ||||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 40,585 | 3.88 | 21,476 | 80.05 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 52 | 28 | ||||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 690 | 365 | ||||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 562 | 297 | ||||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 3,146 | 4.62 | 1,665 | 81.46 | ||||
| 2025-07-30 | NP | 库欣 MLP 总回报基金 | 12,000 | 0.00 | 5,676 | 41.10 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 688,072 | 8.09 | 364,093 | 87.35 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 2,310,707 | -11.59 | 1,222,711 | 53.24 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 142 | 75 | ||||||
| 2025-05-27 | NP | GVIZX - 价值股票指数基金投资者 | 2,128 | 4.01 | 650 | -3.42 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 884 | 0.45 | 468 | 74.25 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 7,952 | 492.55 | 4,208 | 853.97 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,373 | 12.41 | 1,577 | 100.51 | ||||
| 2025-07-09 | 13F | 市场街财富管理顾问有限公司 | 511 | 270 | ||||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 592 | 313 | ||||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 1,500 | -32.74 | 794 | 16.76 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 532 | 282 | ||||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF 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 | 16,310 | 79.15 | 8,630 | 210.54 | ||||
| 2025-08-14 | 13F | 联合报业国际控股有限公司 | 194,250 | 102,787 | ||||||
| 2025-05-27 | NP | Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级 | 14,700 | -24.73 | 4,488 | -30.15 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 12,486 | -22.79 | 6,607 | 33.83 | ||||
| 2025-06-27 | NP | MGNR-美国 Beacon GLG 自然资源 ETF | 7,072 | -0.04 | 2,622 | -0.61 | ||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 港口顾问有限责任公司 | 1,250 | 0.00 | 661 | 73.49 | ||||
| 2025-05-13 | 13F | GKV资本管理有限公司 | 52 | 16 | ||||||
| 2025-08-08 | 13F | 您的倡导者有限公司 | 87 | -6.45 | 46 | 64.29 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 929 | -0.54 | 492 | 72.28 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 1,606 | 10.15 | 850 | 90.79 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 137 | -1.44 | 72 | 71.43 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,129 | -3.58 | 1,127 | 67.06 | ||||
| 2025-07-30 | NP | 库欣复兴基金 | 10,000 | 0.00 | 4,730 | 41.12 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 富达机构 AM 公用事业投资组合服务等级 | 34,000 | -13.27 | 17,991 | 50.35 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 10,894 | 61.70 | 7,136 | 247.03 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 3,710 | -2.11 | 1,963 | 69.66 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 12,968 | -5.27 | 6,862 | 64.20 | ||||
| 2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 19,077 | -5.74 | 7,074 | -6.25 | ||||
| 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 | 1,317 | -10.47 | 697 | 55.01 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 1,181 | 625 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 819 | 10.68 | 433 | 92.44 | ||||
| 2025-08-04 | 13F | 拉斯罗普投资管理公司 | 392 | 0 | ||||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 3,283 | -6.76 | 1,737 | 61.73 | ||||
| 2025-07-23 | 13F | 阿卡迪亚投资顾问有限公司 | 15 | 0.00 | 8 | 75.00 | ||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 392 | 207 | ||||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 41,767 | -31.09 | 22,101 | 19.45 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 29,523 | 26.65 | 15,622 | 119.53 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 81,784 | 33.53 | 38,682 | 88.44 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 1,517 | -17.64 | 803 | 42.70 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 271,454 | 53,547.04 | 1 | -100.00 | ||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,372,922 | -38.22 | 726,482 | 7.08 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 16,653 | -18.55 | 6,175 | -19.00 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 5,404 | 67.20 | 2,859 | 189.96 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 1,144 | 0.00 | 605 | 73.35 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 1,371 | -0.87 | 726 | 71.80 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 433 | 229 | ||||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 1,693 | -3.53 | 896 | 67.29 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 1,877 | 993 | ||||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 8,288 | -9.53 | 4,386 | 56.83 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,889 | 1,071 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,179 | 5.97 | 1,682 | 83.83 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 146,604 | 8.99 | 69,341 | 53.79 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 72,791 | 9.23 | 26,992 | 8.63 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 780 | 0.00 | 418 | 66.14 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 2,361,243 | 16.32 | 1,249,452 | 101.62 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 235,999 | 10.97 | 124,879 | 92.34 | ||||
| 2025-07-11 | 13F | 迪恩退休策略公司 | 2 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | 美国信安证券公司 | 2,968 | 56.87 | 1,571 | 152.41 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 359 | -3.75 | 190 | 67.26 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,922 | 6.36 | 1 | |||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 410 | 217 | ||||||
| 2025-08-12 | 13F | SPX 股票 Gestao de Recursos Ltda | 10,000 | -20.00 | 5,292 | 38.65 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 2,454 | -9.94 | 1 | |||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 487 | 258 | ||||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 1,128 | 597 | ||||||
| 2025-07-23 | 13F | HTG 投资顾问公司 | 974 | 0.00 | 515 | 73.40 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 709 | 0 | ||||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 537 | 43.97 | 254 | 102.40 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 1,431 | 5.84 | 757 | 83.74 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 70 | 0.00 | 37 | 76.19 | ||||
| 2025-08-04 | 13F | 亚特再保险有限公司 | 3,780 | 0.00 | 2,000 | 73.46 | ||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 1,373 | 509 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,922 | 16.56 | 1,017 | 102.19 | ||||
| 2025-07-09 | 13F | 外汇银行 | 733 | 0.00 | 388 | 73.54 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 15,967 | 19.20 | 8,449 | 106.63 | ||||
| 2025-08-08 | 13F | 王财富 | 1,073 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 5,632 | 25.88 | 2,980 | 118.32 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 23,850 | 8.70 | 12,620 | 88.41 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 666 | 0 | ||||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 458 | 0.00 | 0 | |||||
| 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 | 4,627 | 0.00 | 2,448 | 73.37 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 2,937 | -0.17 | 2 | |||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 6,991 | 1.44 | 3,699 | 75.89 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 2 | 1 | ||||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 白松资本有限公司 | 2,779 | 1.46 | 1,471 | 75.84 | ||||
| 2025-05-15 | 13F | 坎德洛资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 40,855 | 0.00 | 15,150 | -0.56 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 4,386 | -0.27 | 2,321 | 72.88 | ||||
| 2025-08-14 | 13F | 马克资产管理公司 | 71,958 | -2.70 | 38,077 | 68.65 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,211 | 5.49 | 1,170 | 82.94 | ||||
| 2025-08-14 | 13F | 马克资产管理公司 | Call | 30,000 | 0.00 | 15,874 | 73.33 | |||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 5,394 | -11.70 | 2,854 | 53.03 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 162,346 | -14.62 | 85,905 | 47.99 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 968 | 512 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 435,390 | -21.80 | 230,387 | 35.54 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 752 | -3.22 | 398 | 67.51 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,341 | -6.29 | 710 | 62.61 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 34,115 | 418.78 | 18,052 | 799.40 | ||||
| 2025-04-22 | 13F | 卡斯尔维尤合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 布拉萨达资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | 连接投资组合管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | VNVAX - Vaughan Nelson 价值机会基金 A 类 | 8,330 | 125.75 | 4,408 | 291.39 | ||||
| 2025-07-08 | 13F | 栽培资本公司 | 596 | 315 | ||||||
| 2025-08-14 | 13F | 石润资本有限公司 | 9,221 | -19.37 | 4,879 | 39.76 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级 | 9,967 | 0.58 | 3,043 | -6.66 | ||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 41,373 | -82.47 | 21,893 | -69.61 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 121,521 | -5.90 | 64,303 | 63.10 | ||||
| 2025-07-22 | 13F | 欧文投资管理有限公司 | 550 | 291 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,401 | 0.29 | 741 | 73.94 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 76,294 | 0.85 | 40,371 | 74.80 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 702 | 371 | ||||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 1,923 | 23.90 | 1,018 | 115.01 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 33,536 | -86.11 | 17,746 | -75.92 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 1,501 | -0.53 | 794 | 72.61 | ||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 13,006 | 0.20 | 6,882 | 73.70 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 394 | 208 | ||||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,250 | 661 | ||||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 917 | -0.22 | 0 | |||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 5,587 | 19.89 | 2,956 | 107.88 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 690 | 365 | ||||||
| 2025-05-28 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 10,742 | -6.39 | 3,279 | -13.12 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 8,500 | 3.96 | 4,498 | 80.17 | ||||
| 2025-07-22 | 13F | 普伦蒂斯·史密斯公司 | 696 | -1.56 | 368 | 71.16 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 520 | 275 | ||||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 2,634 | -15.09 | 1,394 | 47.25 | ||||
| 2025-06-25 | NP | SMLPX - Westwood Salient MLP 和能源基础设施基金机构股票 | 11,627 | -20.16 | 4,312 | -20.59 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 109,420 | 18.27 | 58,110 | 109.27 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 700 | -3.58 | 370 | 67.42 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,442 | 40.55 | 763 | 143.77 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦考夫曼基金 II 主要股票 | 5,395 | -1.46 | 2,855 | 70.80 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 1,447 | -0.82 | 766 | 71.91 | ||||
| 2025-05-09 | 13F | 华盛顿增长战略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 7,067 | 1.33 | 3,740 | 75.62 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 662 | 0.00 | 350 | 73.27 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 1,525 | 806 | ||||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 602 | -7.81 | 318 | 59.80 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 53 | 10.42 | 28 | 100.00 | ||||
| 2025-08-13 | 13F | 西部财富集团有限责任公司 | 447 | 297 | ||||||
| 2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 1,207 | -4.66 | 639 | 65.28 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 51,730 | 37.51 | 27,373 | 138.35 | ||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 1,347 | -5.74 | 713 | 63.30 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 10,488 | 701.22 | 5,550 | 1,566.37 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 102,100 | 54 | ||||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 40,851 | -14.59 | 21,614 | 48.03 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 12,414 | 91.16 | 6,569 | 231.38 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 1,582 | -22.30 | 837 | 34.78 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 65,345 | 80.83 | 34,577 | 213.45 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 2,723 | 1,441 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 23,891 | 1.29 | 12,642 | 75.57 | ||||
| 2025-08-13 | 13F | 北伯克利财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 468,826 | -11.65 | 221,745 | 24.68 | ||||
| 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 | 36,912 | 12.32 | 17,459 | 58.49 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 6,154 | 2.93 | 3,256 | 78.41 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 23,145 | 10.75 | 12,247 | 91.96 | ||||
| 2025-08-01 | 13F | 美国通用投资者公司 | Put | 20,000 | 9,600 | |||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 2,675 | -7.66 | 1,415 | 60.07 | ||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 33,783 | 7.38 | 15,979 | 51.52 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 814 | 0.00 | 431 | 73.39 | ||||
| 2025-07-30 | 13F | 工作室投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 44,474 | -16.88 | 23,533 | 44.08 | ||||
| 2025-08-14 | 13F | LifePlan 投资顾问有限公司 | 829 | -0.12 | 439 | 73.12 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 2,190 | -78.99 | 1,159 | -63.61 | ||||
| 2025-08-04 | 13F | 财务规划合作伙伴 | 924 | -1.28 | 489 | 71.23 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 1,577 | -15.58 | 834 | 46.32 | ||||
| 2025-04-29 | 13F | PBCay One RSC 有限公司 | 91,200 | 27,842 | ||||||
| 2025-06-26 | NP | ELCV-Eventide 高股息 ETF | 4,117 | 1,527 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 12,789 | -6.91 | 6,767 | 61.35 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,064 | -13.19 | 4,796 | 50.49 | ||||
| 2025-08-12 | 13F | 科瓦利斯资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 1,394,206 | 15.36 | 659,432 | 62.79 | ||||
| 2025-08-01 | NP | 美国通用投资者公司 | 64 | -107.41 | ||||||
| 2025-08-06 | 13F | 特里维斯特顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 夜之平方 LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,824,626 | -1.08 | 965,501 | 71.45 | ||||
| 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 | 87,657 | 0.00 | 32,505 | -0.55 | ||||
| 2025-05-27 | NP | SAMVX - Virtus Ceredex 中盘价值股票基金 A 类 | 115,000 | 43.75 | 35,107 | 33.42 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 2,902,439 | -8.15 | 1,535,826 | 59.20 | ||||
| 2025-06-27 | NP | 卡拉莫斯全球动态收入基金 | 13,835 | 0.00 | 5,130 | -0.54 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 19,139 | 0.00 | 9,052 | 41.11 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 2,148 | -7.41 | 963 | 47.47 | ||||
| 2025-06-26 | NP | 里维斯公用事业收入基金 | 20,000 | 7,416 | ||||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 11,002 | 12.82 | 3,359 | 4.71 | ||||
| 2025-07-30 | 13F | 杜普雷金融集团有限责任公司 | 478 | 253 | ||||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 9 | 0.00 | 5 | 100.00 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 534 | 283 | ||||||
| 2025-07-25 | 13F | 吉布森资本有限责任公司 | 706 | 373 | ||||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 579 | 51.17 | 306 | 215.46 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 49,139 | -15.09 | 26,002 | 47.17 | ||||
| 2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 2,836 | 1,501 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 227 | 51.33 | 120 | 166.67 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,307 | 0.64 | 1,226 | 0.08 | ||||
| 2025-08-12 | 13F | 普林特纳资本集团公司 | 1,458 | -4.89 | 772 | 65.10 | ||||
| 2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 11,535 | 118.63 | 4,277 | 117.44 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 690 | -92.45 | 365 | -86.92 | ||||
| 2025-08-14 | 13F | 摩根斯瀑布 Vintiadis & Co Inc | 18,500 | 0.00 | 9,789 | 73.35 | ||||
| 2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 615 | 325 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 31 | 16 | ||||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 3,875 | 0.47 | 2,051 | 74.17 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,201 | -4.30 | 636 | 65.80 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 477 | 8.41 | 252 | 88.06 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 1,162 | 615 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 3,913 | 2.17 | 2,071 | 77.07 | ||||
| 2025-05-01 | 13F | 帕克投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | M&G 有限公司 | 24,217 | 12,811 | ||||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 868 | 5.60 | 451 | 81.12 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 30,416 | 34.13 | 16,095 | 132.51 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,594 | -8.97 | 843 | 57.87 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 37,872 | 25.07 | 20,638 | 123.25 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 1,355 | 0.15 | 717 | 73.61 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 89,239 | 3.74 | 47,090 | 79.54 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 9,200 | 4.55 | 4,868 | 81.24 | |||
| 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 | 81,653 | 2.50 | 43,207 | 77.67 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 2,500 | 0.00 | 1,323 | 73.26 | |||
| 2025-08-14 | 13F | 金登资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 777 | 0.00 | 368 | 41.15 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 66,939 | 6.09 | 35,421 | 83.89 | ||||
| 2025-07-18 | 13F | 切尔西律师公司 | 9 | 0.00 | 5 | 100.00 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 35 | -65.00 | 19 | -40.00 | ||||
| 2025-08-12 | 13F | 埃尔德里奇投资顾问公司 | 550 | 291 | ||||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 2,909 | -38.52 | 2 | 0.00 | ||||
| 2025-06-23 | NP | PPQMX-中型股成长基金 III R-3 | 2,278 | -24.44 | 845 | -24.91 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,099,971 | -3.65 | 582,050 | 67.01 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 589 | 312 | ||||||
| 2025-07-30 | 13F | 会员信托公司 | 751 | 5.33 | 397 | 82.95 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 45 | 0.00 | 24 | 76.92 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 39,143 | -8.42 | 20,713 | 58.74 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 33,629 | -2.26 | 17,795 | 69.42 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 45 | 2.27 | 23 | 76.92 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 19 | 0.00 | 10 | 100.00 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 4,042 | -1.77 | 2,139 | 70.22 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 136,995 | 10.07 | 72,491 | 90.79 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 9,484 | 71.19 | 5,018 | 196.75 | ||||
| 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 | 511,503 | 0.79 | 241,931 | 42.23 | ||||
| 2025-08-06 | 13F | 卡内基湖顾问有限公司 | 1,264 | -3.36 | 1 | |||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 80,096 | 30.91 | 42,383 | 126.91 | ||||
| 2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 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 | 711,554 | 47.54 | 376,519 | 155.74 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 23,014 | 0.00 | 12,178 | 73.34 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 307 | -38.23 | 114 | -38.92 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 67 | 28.85 | 0 | |||||
| 2025-04-30 | 13F | Telos 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 5,974 | 0.18 | 3,161 | 73.68 | ||||
| 2025-09-04 | 13F | VM 曼宁公司 | 3,484 | 2,148 | ||||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 1,059 | 6.01 | 560 | 84.21 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 158 | 9.72 | 84 | 93.02 | ||||
| 2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,114 | -11.07 | 5,881 | 54.13 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 2,408 | 47.64 | 1,274 | 156.34 | ||||
| 2025-04-23 | 13F | 财务生活规划师 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 法国外贸银行 | 12,758 | -89.99 | 6,751 | -82.34 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 3,461 | 1,637 | ||||||
| 2025-05-29 | NP | TEGAX - 中盘成长基金 A 类 | 63,300 | -24.71 | 19,324 | -30.12 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 1,592 | 95.58 | 842 | 239.52 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 5,489 | 97.23 | 2,904 | 242.05 | ||||
| 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 | 4,907 | -30.28 | 1,820 | -30.68 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 40,798 | -5.25 | 19,297 | 33.71 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 623 | 330 | ||||||
| 2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 159 | 0.00 | 49 | -7.69 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 3,664 | 0.00 | 1,939 | 73.35 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 6,471 | 72.38 | 3,424 | 198.78 | ||||
| 2025-08-26 | NP | QCGRRX - R1 级增长账户 | 356,388 | 188,583 | ||||||
| 2025-05-15 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 407 | 100.49 | 215 | 252.46 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 483,200 | 110.82 | 255,685 | 265.42 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 224,202 | 18.88 | 118,636 | 106.07 | ||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 151 | 106.85 | 56 | 103.70 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 660,377 | 99.43 | 349,439 | 245.68 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 391 | 258 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 159,000 | -24.00 | 84,135 | 31.74 | |||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 37 | 0.00 | 20 | 72.73 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 22,277 | -29.81 | 11,788 | 21.67 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 10,802 | 406.90 | 5,716 | 779.23 | ||||
| 2025-08-26 | NP | EXI - iShares 全球工业 ETF | 31,149 | -12.72 | 16,482 | 51.28 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 3,229 | -70.81 | 1,709 | -49.42 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 1,048 | -3.59 | 555 | 67.37 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 1,538 | 0.00 | 814 | 73.35 | ||||
| 2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 1,931 | -17.37 | 647 | -17.05 | ||||
| 2025-07-14 | 13F | 霍伊投资公司 | 6,958 | 2.17 | 3,682 | 77.14 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 107,405 | -70.49 | 56,833 | -48.85 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 690 | 165.38 | 365 | 362.03 | ||||
| 2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 17,050 | 0.00 | 9,022 | 73.33 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 1,672,770 | -1.64 | 885,146 | 70.48 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 2,136 | 0.00 | 1,130 | 73.31 | ||||
| 2025-08-08 | 13F | 财富联盟 | 882 | -4.34 | 466 | 65.84 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 443 | 75.79 | 234 | 207.89 | ||||
| 2025-07-08 | 13F | Ptm财富管理有限责任公司 | 403 | 208 | ||||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 10,528 | -1.06 | 5,571 | 71.49 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 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 | 24,850 | 52.92 | 11,754 | 115.81 | ||||
| 2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 15,071 | 99.77 | 7,128 | 181.96 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 825 | 437 | ||||||
| 2025-08-18 | 13F/A | 野村控股公司 | 44,561 | 335.25 | 23,579 | 654.53 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 51,953 | 6.94 | 27,491 | 85.35 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 155,000 | 160.07 | 82,018 | 350.80 | |||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 31,000 | 16,404 | |||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 646 | 342 | ||||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 325,379 | -7.90 | 172,174 | 59.65 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 828 | 4.02 | 438 | 80.25 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,815 | 4,010 | ||||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 60 | -61.04 | 32 | -34.04 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 12 | 0.00 | 6 | 100.00 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 1,313 | 12.61 | 695 | 95.49 | ||||
| 2025-05-15 | 13F | 韦布斯溪资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 200 | -2.91 | 106 | 69.35 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 523,289 | 6.76 | 276,898 | 85.05 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 6,011 | 76.74 | 2,843 | 149.60 | ||||
| 2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 4,854 | -0.37 | 2,568 | 72.70 | ||||
| 2025-08-26 | NP | QAAAJX - T. Rowe 价格蓝筹成长投资组合 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 | 27,777 | 53.66 | 14,698 | 166.36 | ||||
| 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 | 396,373 | 8.74 | 187,477 | 53.45 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 167 | 15.97 | 88 | 104.65 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 418 | 15.47 | 221 | 100.91 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 16 | 0.00 | 8 | 100.00 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 36 | 12.50 | 13 | 18.18 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 20 | 0.00 | 7 | 0.00 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 33 | 0.00 | 12 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 38,686 | -6.04 | 20,471 | 62.87 | ||||
| 2025-08-12 | 13F | SIR资本管理有限合伙人 | 18,400 | -23.97 | 9,736 | 31.80 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 38 | 5.56 | 14 | 7.69 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 1,724 | 11.73 | 913 | 94.04 | ||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 1,025 | 33.29 | 542 | 131.62 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 391 | 207 | ||||||
| 2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 7,015 | -0.44 | 3,712 | 72.60 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 995 | -14.37 | 527 | 48.59 | ||||
| 2025-07-07 | 13F | 分形投资有限责任公司 | 6,000 | 0.00 | 3,175 | 73.35 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 46,478 | 3.50 | 21,983 | 46.06 | ||||
| 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 | 1,882,603 | 11.65 | 890,434 | 57.55 | ||||
| 2025-05-19 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 23,963 | 0.00 | 7,315 | -7.19 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 2,708 | -11.24 | 1,433 | 53.81 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 343 | 0.00 | 181 | 74.04 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 375,545 | 115.20 | 198,720 | 273.01 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 340 | 0.00 | 180 | 73.79 | ||||
| 2025-07-09 | 13F | 堡垒资本公司 | 15 | 8 | ||||||
| 2025-07-10 | 13F | 美国财务顾问有限责任公司 | 1,056 | 0.00 | 559 | 73.29 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 2,927 | 1,549 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 41,488 | 4.56 | 21,953 | 81.24 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 7,433 | 5.05 | 3,933 | 82.08 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 921 | 187.81 | 487 | 402.06 | ||||
| 2025-07-25 | NP | LCCAX - 哥伦比亚逆向核心基金 A 类 | 189,082 | 161.29 | 89,432 | 268.72 | ||||
| 2025-03-27 | NP | RSEAX - 美国战略股票基金A类 | 32,415 | -14.88 | 12,087 | 5.21 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,578 | 9.81 | 835 | 90.41 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 5,465 | -0.71 | 3 | 100.00 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 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 | 4,426 | 0.00 | 1,641 | -0.55 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 185 | 8.82 | 98 | 90.20 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 2,242 | 71.67 | 1,186 | 197.99 | ||||
| 2025-08-26 | NP | 贝莱德公用事业和基础设施信托 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 | 34,154 | -35.06 | 18,073 | 12.56 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 1,224 | 9.38 | 648 | 89.74 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 1,790 | -3.45 | 947 | 67.61 | ||||
| 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 | 830 | 20.46 | 308 | 19.92 | ||||
| 2025-08-26 | NP | 布鲁克菲尔德实物资产收入基金公司 | 165 | -19.12 | 87 | 40.32 | ||||
| 2025-08-08 | 13F | 中环资产投资管理控股(香港)有限公司 | 5,073 | 310.44 | 2,684 | 611.94 | ||||
| 2025-06-23 | NP | CMNWX - 本金资本增值基金（fka西海岸股票基金）A级 | 96,957 | -6.46 | 35,954 | -6.98 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 60 | 32 | ||||||
| 2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 38,328 | 19.42 | 14,213 | 18.76 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 股票收益基金 (A) | 33,543 | -30.00 | 17,749 | 21.34 | ||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 545 | 288 | ||||||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 2,334 | -17.73 | 1,235 | 42.61 | ||||
| 2025-07-28 | 13F | 莫里斯金融概念公司 | 450 | 238 | ||||||
| 2025-08-01 | 13F | 枪证券公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 3,948 | 2,089 | ||||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 856 | 0.00 | 317 | -0.63 | ||||
| 2025-07-16 | 13F | 投资伙伴资产管理公司 | 824 | -2.72 | 436 | 68.99 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 107 | 148.84 | 57 | 330.77 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 538 | 285 | ||||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 5,486 | -0.09 | 2,903 | 73.15 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 3,567 | 23.04 | 1,887 | 113.22 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 3,238 | 19.88 | 1,714 | 107.89 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 30,457 | 17.83 | 16,116 | 104.26 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 28,090 | 58.55 | 14,864 | 174.83 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 441 | 233 | ||||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,412 | -15.35 | 1 | |||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 389 | 206 | ||||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 20,880 | -1.46 | 11,049 | 70.81 | ||||
| 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 | 101 | 0.00 | 37 | 0.00 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 985 | -14.57 | 521 | 48.43 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 384,741 | -53.49 | 203,586 | -19.38 | ||||
| 2025-08-13 | 13F | 宪法资本有限责任公司 | 2,427 | 1,284 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 29,435 | 385.17 | 15,576 | 907.44 | ||||
| 2025-05-15 | 13F | 登山者合作伙伴管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 5,472 | 44.72 | 2,896 | 150.87 | ||||
| 2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 25,359 | 13,419 | ||||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 930 | 6.41 | 492 | 84.96 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 437 | 0 | ||||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 713 | 5.94 | 377 | 83.90 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 16,893 | -0.91 | 8,939 | 71.75 | ||||
| 2025-06-26 | NP | FGILX - 富达全球股票收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,791 | 9.11 | 1,777 | 8.49 | ||||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 3,260 | -19.66 | 1,725 | 39.34 | ||||
| 2025-08-25 | NP | FAN - First Trust 全球风能 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 | 8,869 | 12.89 | 4,693 | 95.70 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 455 | 241 | ||||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF 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 | 131 | -96.36 | 69 | -93.71 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 2 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 1,481 | 0.00 | 784 | 73.23 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 2,354 | 0.00 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 2,867 | 0.00 | 1,517 | 73.37 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 983 | -2.19 | 520 | 69.93 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 602 | 319 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 46,488 | -1.06 | 24,599 | 71.49 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 7 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 3,493 | 2.28 | 1,848 | 77.35 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 421 | 223 | ||||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 3,697 | -2.63 | 1,129 | -9.62 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 13,579 | -31.06 | 7,185 | 19.49 | ||||
| 2025-08-25 | NP | GRID - First Trust 纳斯达克 Clean Edge 智能电网基础设施指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,744 | 15.32 | 20,501 | 99.89 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 1,620 | 857 | ||||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 6,800 | 0.00 | 3,598 | 73.40 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 21,916 | 12 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,873 | 1,232 | ||||||
| 2025-07-25 | 13F | Presilium 私人财富有限公司 | 743 | 393 | ||||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 21 | 0.00 | 0 | |||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 75,730 | 157.18 | 35,819 | 262.93 | ||||
| 2025-06-26 | NP | 克拉夫全球股息和收益基金 | 2,600 | 964 | ||||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 1,254 | -0.24 | 663 | 73.11 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 845 | 0.00 | 447 | 73.93 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 24,972 | -0.36 | 11,811 | 40.61 | ||||
| 2025-07-29 | NP | MLOAX - Cohen & Steers MLP 和能源机会基金公司 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 13,005 | 0.00 | 4,823 | -0.56 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 1,303 | 8.13 | 689 | 87.74 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 2,587 | -29.05 | 1,369 | 22.91 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 16,869 | -1.58 | 7,979 | 38.89 | ||||
| 2025-08-28 | NP | SPRX - Spear Alpha ETF | 6,534 | 2.48 | 3,457 | 77.65 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 1,366 | 5.89 | 723 | 83.72 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 6,239 | -13.96 | 3,301 | 49.16 | ||||
| 2025-07-22 | 13F | SOL资本管理公司 | 7,436 | -0.20 | 4 | 50.00 | ||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 921 | 0.00 | 487 | 73.31 | ||||
| 2025-07-29 | 13F | 屋顶 Eidam 和 Maycock/adv | 812 | 0.00 | 430 | 73.68 | ||||
| 2025-08-14 | 13F | 克拉夫资本合伙公司 | 27,390 | 14 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 5,228,078 | 25.33 | 2,766,439 | 117.24 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 4,346 | 17.75 | 2,056 | 66.13 | ||||
| 2025-07-28 | NP | VAFAX - 景顺美国特许经营基金 A 类 | 190,174 | 89,948 | ||||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 521 | 276 | ||||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 646,258 | 18.78 | 341,988 | 105.94 | ||||
| 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 | 126,077 | 1.42 | 46,752 | 0.85 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 1,285 | 392 | ||||||
| 2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 2,593 | 0.00 | 1,372 | 73.45 | ||||
| 2025-07-07 | 13F | 对冲资产管理有限责任公司 | 1,800 | -64.88 | 952 | -39.13 | ||||
| 2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 585,851 | 277,096 | ||||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 生动财富管理有限责任公司 | 5,009 | -27.44 | 2,651 | 25.77 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 437 | 231 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 40,230 | 4.78 | 21,288 | 82.10 | ||||
| 2025-08-14 | 13F | 11 资本合伙公司 | 28,691 | -69.91 | 15,182 | -47.85 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 2 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Postrock Partners 有限责任公司 | 546 | 289 | ||||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 984 | 16.86 | 521 | 102.33 | ||||
| 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 | 3,480,789 | 0.82 | 1,646,344 | 42.27 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 1,684 | -10.62 | 891 | 54.96 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,545 | 0.00 | 818 | 73.46 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 26,462 | 14,002 | ||||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 499 | 264 | ||||||
| 2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 435 | 230 | ||||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 479 | 253 | ||||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 4,780 | 124.94 | 2,261 | 217.42 | ||||
| 2025-08-05 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 730 | 0.00 | 386 | 73.87 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 219 | 144 | ||||||
| 2025-07-24 | 13F | 百特兄弟公司 | 10,390 | -4.21 | 5,498 | 66.02 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 733,200 | 224.28 | 388 | 460.87 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | 601,294 | -12.85 | 318 | 51.43 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 2,299 | 25.15 | 1,217 | 117.14 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 2,139 | 6.68 | 1,132 | 84.80 | ||||
| 2025-08-21 | NP | LIONX - Issachar 基金 N 类股票 | 600 | -33.33 | 317 | 7.09 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 5,526 | -1.69 | 2,924 | 70.50 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 21,850 | 0.00 | 11,562 | 73.33 | ||||
| 2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 2,225 | -0.45 | 1,177 | 72.58 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 102 | -27.66 | 54 | 23.26 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 716,866 | -4.80 | 379,330 | 65.02 | ||||
| 2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 373 | 0.00 | 197 | 74.34 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 3 | -99.98 | 2 | -99.97 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4,596 | -11.80 | 2,494 | 56.79 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 54,600 | -44.46 | 28,892 | -3.73 | |||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 2,442 | 9.61 | 1,292 | 90.00 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 634,100 | 122.80 | 335,534 | 286.20 | |||
| 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 | 391,257 | 12.52 | 145,086 | 11.90 | ||||
| 2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 100,000 | -60.00 | 52,915 | -30.67 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 1,651 | 874 | ||||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 8,526 | 0.82 | 3,162 | 0.25 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,590 | 8.09 | 841 | 87.31 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 2,601 | 3.09 | 1,376 | 78.70 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria 通胀敏感 ETF | 1,804 | -2.12 | 955 | 69.75 | ||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 660 | 349 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 106 | 72.13 | |||||
| 2025-08-07 | 13F | PFG顾问 | 5,296 | 28.86 | 2,803 | 123.44 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 8,869 | -2.15 | 4,693 | 69.61 | ||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 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 | 34,600 | 0.00 | 12,830 | -0.55 | ||||
| 2025-08-04 | 13F | NWK集团有限公司 | 13,545 | 7,167 | ||||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 3,277 | 1,734 | ||||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | Put | 139,600 | 73,869 | |||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 1,339,050 | -2.47 | 708,558 | 69.06 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 75 | 40 | ||||||
| 2025-08-12 | 13F | 峰会全球投资 | 3,799 | 2 | ||||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 4,901 | 0.00 | 2,593 | 73.33 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 3,823 | 0.00 | 1,418 | -0.56 | ||||
| 2025-04-25 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 8,237 | 161.33 | 4 | |||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | Call | 200 | 0.00 | 106 | 72.13 | |||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 3,872 | 1.18 | 2,049 | 75.34 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 1,318 | 1.78 | 867 | 80.42 | ||||
| 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 | 5,690 | -53.57 | 2,691 | -34.48 | ||||
| 2025-04-29 | 13F | 佩森公司 | 6,427 | 5.59 | 1,962 | -2.00 | ||||
| 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 | 68,149 | 1.58 | 25,271 | 1.02 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 952 | 504 | ||||||
| 2025-08-04 | 13F | 俄亥俄州 | 193,472 | 13.81 | 102,376 | 97.28 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 2,772 | 48.08 | 1,467 | 156.74 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 1,611 | -90.53 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 美国环球投资公司 | 2,000 | 1,058 | ||||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 337 | -9.65 | 159 | 27.20 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 550 | 291 | ||||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 2,711 | -27.98 | 1,435 | 24.80 | ||||
| 2025-07-29 | 13F | Hartline 投资公司/ | 14,151 | 7,488 | ||||||
| 2025-08-11 | 13F | 钷顾问有限责任公司 | 1,000 | 529 | ||||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 2,228 | 1 | ||||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 2,620 | 9.08 | 1,387 | 89.09 | ||||
| 2025-08-14 | 13F | 阿罗萨资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 16,034 | 8,484 | ||||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 500 | 265 | ||||||
| 2025-08-14 | 13F | 阿罗萨资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | GGEAX - 全国全球可持续股票基金 A 类 | 11,774 | 10.31 | 4,366 | 9.70 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 1,057 | 8.19 | 559 | 87.58 | ||||
| 2025-08-01 | 13F | 橡树林资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 265,528 | 16.74 | 141 | 102.90 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 600 | 317 | ||||||
| 2025-04-29 | NP | TIME - 顺时针核心股票与创新 ETF | 1,500 | 503 | ||||||
| 2025-07-24 | 13F | Tandem 资本管理公司 /adv | 10,680 | -4.94 | 5,651 | 64.80 | ||||
| 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 | 8,747 | 2.95 | 3,244 | 2.40 | ||||
| 2025-05-12 | 13F | 多诺霍福林有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 布罗德里克·布赖恩·C | 572 | 303 | ||||||
| 2025-07-18 | 13F | 三菱日联资产管理（英国）有限公司 | 1,000 | 0.00 | 1 | |||||
| 2025-08-25 | 13F | 支点股权管理 | 941 | 10.06 | 498 | 90.42 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 14,041 | -4.55 | 7,430 | 65.46 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 434 | 0.00 | 205 | 41.38 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 585 | -90.91 | 310 | -84.27 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 544 | 288 | ||||||
| 2025-07-10 | 13F | 信任点公司 | 1,252 | 0.24 | 662 | 73.75 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 24,861 | 7.99 | 13 | 85.71 | ||||
| 2025-08-08 | 13F | Pinney & Scofield 公司 | 215 | 0.00 | 114 | 73.85 | ||||
| 2025-06-26 | NP | FCLAX - 富达顾问工业基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108,759 | 9.13 | 40,330 | 8.53 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 20 | 0.00 | 11 | 66.67 | ||||
| 2025-08-05 | 13F | 斯奈德金融集团 | 839 | -4.88 | 444 | 65.06 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 8 | 4 | ||||||
| 2025-07-11 | 13F | 多元化信托公司 | 14,734 | 8.74 | 7,797 | 88.52 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 1,325 | -1.27 | 701 | 71.39 | ||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 510 | 270 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,717 | 7.45 | 637 | 6.89 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 2,321 | 0.65 | 1,228 | 74.68 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 948 | -3.76 | 545 | 44.68 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 790 | 408 | ||||||
| 2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | |||||
| 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 | 96,380 | 16.15 | 50,999 | 101.32 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 755 | 5.01 | 400 | 82.19 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 3,635 | 1,923 | ||||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 791 | -30.00 | 419 | 21.51 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 48,568 | 88.78 | 25,700 | 227.25 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 1,198 | -31.58 | 366 | -36.52 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 98 | 0.00 | 52 | 75.86 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 93 | 0.00 | 49 | 75.00 | ||||
| 2025-06-26 | NP | FDGFX - 富达股息增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 510,287 | 15.09 | 189,225 | 14.45 | ||||
| 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 | 40 | 400.00 | 15 | 600.00 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 2,207 | -10.76 | 1,168 | 45.69 | ||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 20 | 0.00 | 11 | 42.86 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 393 | -2.24 | 186 | 38.06 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,219 | 12.45 | 452 | 11.88 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 飞行甲板资本有限公司 | 10,400 | 5,503 | ||||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 59,851 | -0.76 | 31,670 | 72.03 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 1,575 | 0.00 | 833 | 73.54 | ||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛机构中盘价值基金 | 26,190 | -7.95 | 7,995 | -14.57 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 123,433 | 4.33 | 65,315 | 80.84 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 3,022 | 116.79 | 1,595 | 374.40 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 2,589 | 34.77 | 1,370 | 133.62 | ||||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 11,711 | 17.44 | 5,539 | 65.74 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 102,714 | 21.59 | 54,351 | 110.77 | ||||
| 2025-08-14 | 13F | 老虎环球管理有限公司 | 1,097,794 | 4.03 | 580,898 | 80.31 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 5,345 | -15.81 | 2,828 | 45.92 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 138 | -8.61 | 73 | 58.70 | ||||
| 2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 6,234 | -21.09 | 2,312 | -21.53 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 744 | 0.00 | 394 | 73.13 | ||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 1,346 | 0.00 | 712 | 73.66 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 2,407 | 12.01 | 1 | |||||
| 2025-08-05 | 13F | 关键金融公司 | 974 | 47.58 | 515 | 156.22 | ||||
| 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 | 124,491 | 0.00 | 65,874 | 73.33 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 1,021 | 53.30 | 540 | 166.01 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 165,410 | -1.76 | 87,527 | 70.28 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 8,064 | 46.51 | 4,265 | 153.87 | ||||
| 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 | 119,001 | 8.26 | 44,128 | 7.66 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 2,054 | -15.54 | 1,087 | 46.36 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 106 | 0.00 | 55 | 77.42 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 14,012 | -0.47 | 6,627 | 40.46 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 12,605 | 98.79 | 7 | 500.00 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 136,313 | 15.90 | 72,130 | 100.89 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 15,294 | 133.25 | 8,093 | 304.40 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 52 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 400 | 212 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行 | 9,567 | -42.84 | 5,061 | -0.98 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,508,317 | 273.74 | 798,126 | 547.82 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,366 | 0.00 | 23,476 | 73.33 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 37,810 | 148.16 | 20,007 | 330.17 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,367 | 22.96 | 1,252 | 113.29 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 40,687 | 21,530 | ||||||
| 2025-07-25 | NP | FWD - AB 颠覆者 ETF | 21,609 | -4.04 | 10,221 | 35.42 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 43 | -36.76 | 23 | 4.55 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 3,148 | -3.05 | 1,666 | 68.01 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 12,274 | 27.36 | 6 | 200.00 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 53 | 3.92 | 28 | 86.67 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 3,381 | -6.03 | 1,789 | 62.93 | ||||
| 2025-05-14 | 13F | 索罗斯资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 圣托里与彼得斯公司 | 645 | 341 | ||||||
| 2025-08-07 | 13F | 艾伦运营有限公司 | 8,387 | 4,438 | ||||||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 701 | -41.58 | 371 | 1.09 | ||||
| 2025-08-29 | NP | ETADX - Eventide 股息机会基金 A 类股票 | 47,729 | 0.00 | 25,256 | 73.34 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 51 | -3.77 | 27 | 62.50 | ||||
| 2025-08-08 | 13F | KBC 集团 | 72,859 | 46.14 | 39 | 153.33 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 61 | 0.00 | 32 | 77.78 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 185,707 | -0.11 | 98,267 | 73.15 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 44,569 | 53.34 | 21,080 | 116.38 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 21,362 | -0.21 | 11,304 | 72.99 | ||||
| 2025-07-21 | 13F | WT资产管理有限公司 | 75,528 | 39,966 | ||||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 3 | 0.00 | 2 | |||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 2,396 | 185.58 | 1,268 | 394.92 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 48 | 2.13 | 15 | -6.67 | ||||
| 2025-08-07 | 13F | 梅林投资管理有限公司 | 5,585 | -2.19 | 2,955 | 69.54 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 438 | -99.94 | 228 | -99.90 | ||||
| 2025-08-26 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 3,945 | 125.56 | 2,087 | 291.56 | ||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 507 | 268 | ||||||
| 2025-08-29 | NP | LIVR——智能利弗莫尔 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 6,598 | -23.26 | 3,491 | 33.04 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 316 | 167 | ||||||
| 2025-08-29 | NP | ETAMX - Eventide 多元资产收益基金 A 类 | 8,186 | -14.97 | 4,332 | 47.41 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 2,103 | -4.06 | 1,113 | 66.22 | ||||
| 2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 406 | 215 | ||||||
| 2025-08-05 | 13F | 住友生命保险公司 | 3,528 | 1,867 | ||||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 1,563 | -0.13 | 827 | 73.38 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 601 | 318 | ||||||
| 2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 513 | 271 | ||||||
| 2025-08-13 | 13F | 沃尔夫希尔资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 810 | 0.00 | 429 | 73.28 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 505 | 0 | ||||||
| 2025-07-21 | 13F | 内在价值合伙人有限责任公司 | 1,148 | -40.15 | 607 | 3.76 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 33,607 | 80.17 | 18 | 240.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 大盘成长投资组合 I 类 | 36,849 | -29.88 | 19,499 | 21.54 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 64 | 204.76 | 30 | 328.57 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 5,546 | 16.59 | 2,935 | 102.07 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 14,889 | 8.34 | 7,879 | 87.79 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 21,186 | 766.50 | 11,211 | 1,402.68 | ||||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 5 | 0.00 | 3 | 100.00 | ||||
| 2025-08-25 | NP | 美国基金保险系列-全球平衡基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | 0 | ||||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 23 | 0.00 | 12 | 71.43 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 30 | -6.25 | 16 | 66.67 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 4,284 | 4.87 | 2,267 | 81.72 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 1,416 | 750 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 5,090 | 1.94 | 2,693 | 45.33 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 1,359,455 | -18.40 | 686,620 | 38.43 | ||||
| 2025-08-26 | NP | DLQAX - 纽约梅隆银行大盘股票基金 A 类 | 3,509 | -20.50 | 1,857 | 37.79 | ||||
| 2025-08-14 | 13F | Sirios 资本管理有限公司 | 180,183 | -11.09 | 95,344 | 54.11 | ||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 633 | 335 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 18,549 | 1.92 | 6,878 | 1.36 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 2,656 | 0.00 | 1,405 | 73.46 | ||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 6,143 | -1.51 | 3,251 | 70.69 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 3,202 | 1,150.78 | 1,187 | 1,149.47 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | 格拉西斯资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 防波堤资本集团 | 1,875 | 0.00 | 992 | 73.43 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 1,879 | -11.70 | 994 | 53.16 | ||||
| 2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 2,575 | -6.36 | 1,363 | 62.34 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 514 | 272 | ||||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 811 | 11.40 | 429 | 93.24 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 40,993 | 25.50 | 21,691 | 117.54 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 灯塔金融有限公司 | 1,903 | -11.86 | 1,007 | 52.66 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 14,638 | 6,599 | ||||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 43 | 230.77 | 23 | 633.33 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 708 | -6.47 | 375 | 61.90 | ||||
| 2025-08-13 | 13F | 法国集团 | 39,172 | -44.27 | 20,666 | -2.96 | ||||
| 2025-08-28 | NP | ATFV - 阿尔及尔 35 ETF | 794 | -49.78 | 420 | -12.86 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 5,854 | -11.80 | 2,769 | 24.46 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 3,194 | 0.85 | 1,690 | 74.95 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 559 | 0.90 | 296 | 74.56 | ||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 2,077 | -3.35 | 1,099 | 67.53 | ||||
| 2025-05-22 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 3,144 | -21.58 | 960 | -27.24 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 24,778,175 | 4.10 | 13,111,371 | 80.43 | ||||
| 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 | 3,310,328 | -0.79 | 1,751,660 | 71.97 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 6 | -33.33 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 1,527 | -2.55 | 808 | 63.56 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 10,730 | -0.78 | 5,678 | 71.98 | ||||
| 2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 611 | 323 | ||||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 248 | 0.00 | 131 | 57.83 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 694 | 367 | ||||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,952 | 33.79 | 1,033 | 131.91 | ||||
| 2025-07-21 | 13F | 成功的投资组合有限责任公司 | 498 | 264 | ||||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 643 | -4.74 | 340 | 65.05 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 24,360 | 12,890 | ||||||
| 2025-08-12 | 13F | 布劳恩史黛西联合公司 | 45,807 | 26.82 | 24,239 | 119.81 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 30,364 | -2.29 | 16,067 | 69.38 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 9,673 | -45.68 | 5,118 | -5.85 | ||||
| 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 | 15 | 6 | ||||||
| 2025-08-13 | 13F | 七泉财富集团有限责任公司 | 501 | 265 | ||||||
| 2025-07-25 | 13F | 麦克纳马拉金融服务公司 | 816 | 432 | ||||||
| 2025-08-12 | 13F | 第一华盛顿公司 | 13,813 | -35.65 | 7,309 | 11.55 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 72 | 38 | ||||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 2,812 | 1 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 610 | 10.51 | 323 | 91.67 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 2,439 | -4.09 | 1,291 | 66.24 | ||||
| 2025-04-28 | 13F | 主流资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 伯特财富顾问 | 1,217 | -0.41 | 644 | 72.39 | ||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 1,474 | 12.69 | 1 | |||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 6 | 0.00 | 3 | 200.00 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 4,552 | 9.55 | 2,409 | 89.91 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 815 | 0.00 | 431 | 73.79 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 3,516 | 163.77 | 1,860 | 358.13 | ||||
| 2025-07-15 | 13F | 霍尔·劳里·J 受托人 | 2,064 | 0.00 | 1,092 | 73.33 | ||||
| 2025-07-07 | 13F | 阿姆斯特朗亨利 H 联合公司 | 2,898 | 0.00 | 1,533 | 73.42 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 6,108 | -4.83 | 3,232 | 64.98 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 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 | 7,599 | 154.40 | 4,021 | 341.38 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 3,898 | 2.50 | 2,063 | 77.76 | ||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 62 | 0.00 | 33 | 77.78 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 172 | 0.00 | 91 | 75.00 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | WFA资产管理公司 | 55 | 9 | ||||||
| 2025-08-13 | 13F | 哈梅尔联合公司 | 396 | 210 | ||||||
| 2025-08-29 | NP | ETNEX - Eventide Exponential Technologies 基金 N 类股票 | 2,548 | 1,348 | ||||||
| 2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 1,450 | 767 | ||||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 2,029 | 15.09 | 1,074 | 99.44 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 108,627 | 3.04 | 56,452 | 76.77 | ||||
| 2025-07-22 | 13F | 杰默资产管理有限公司 | 466 | 247 | ||||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 4,522 | -8.00 | 2,393 | 59.47 | ||||
| 2025-07-10 | 13F | 沃伊萨德资产管理集团有限公司 | 552 | 292 | ||||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 381 | 202 | ||||||
| 2025-08-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 10,894 | 5,765 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 127,715 | 2.40 | 68 | 76.32 | ||||
| 2025-07-29 | NP | INYDX - 胜利先锋纪律增长基金Y类 | 122,406 | 57,896 | ||||||
| 2025-08-26 | NP | IQM - 富兰克林智能机器 ETF | 1,588 | 0.00 | 840 | 73.55 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 850 | 8.56 | 259 | 0.78 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 973 | 7.63 | 515 | 86.91 | ||||
| 2025-05-14 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 4,380 | 22.07 | 1,337 | 13.31 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54 | 134.78 | 20 | 150.00 | ||||
| 2025-08-27 | NP | BFOCX - 伯克希尔焦点基金 | 10 | 5 | ||||||
| 2025-06-24 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 25,920 | 9,612 | ||||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 447 | 237 | ||||||
| 2025-08-12 | 13F | 科瓦有限公司 | 429 | 227 | ||||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 85 | -2.30 | 45 | 69.23 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 162 | 0.00 | 86 | 73.47 | ||||
| 2025-07-11 | 13F | 马修戈夫投资顾问有限责任公司 | 11,134 | -4.13 | 5,892 | 66.18 | ||||
| 2025-08-08 | 13F | 咨询资源组 | 431 | 228 | ||||||
| 2025-08-08 | 13F | 第一西部信托银行 | 2,870 | 15.96 | 1,519 | 101.06 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 559 | -51.01 | 296 | -15.23 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 37,243 | -34.67 | 18,834 | 4.82 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 419 | 222 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 10,600 | 5,609 | |||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 1,984 | 4.09 | 1,050 | 80.55 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 257,500 | 136,256 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 129 | -7.19 | 68 | 61.90 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 479 | 253 | ||||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 98 | 0.00 | 52 | 75.86 | ||||
| 2025-07-29 | 13F | 帕台农神庙有限公司 | 3,858 | -0.54 | 2,041 | 72.38 | ||||
| 2025-06-27 | NP | VCLN - Virtus Duff & Phelps 清洁能源 ETF | 167 | 0.00 | 62 | -1.61 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 1 | 1 | ||||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 6,428 | 402.58 | 3,401 | 772.05 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 2,341 | 8.28 | 1,239 | 87.58 | ||||
| 2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 452 | 239 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 1,600 | 0.00 | 847 | 73.36 | ||||
| 2025-08-14 | 13F | 科伊尔财务顾问有限责任公司 | 412 | 218 | ||||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 723 | 0.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | RKCIX - 洛克菲勒气候解决方案基金 - 机构类别股票 | 3,442 | 19.81 | 1,628 | 69.13 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 12,550 | 39.44 | 6,641 | 141.72 | ||||
| 2025-05-14 | 13F | 基利-提顿顾问有限责任公司 | 7,052 | -0.89 | 2,153 | -8.03 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 906 | 0.00 | 479 | 73.55 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 404 | 214 | ||||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 5,599 | -18.64 | 2,963 | 41.05 | ||||
| 2025-07-31 | 13F | 城邦银行 | 440 | 0.00 | 233 | 73.13 | ||||
| 2025-08-14 | 13F | 指南针财富管理有限责任公司/GA | 1,011 | 535 | ||||||
| 2025-05-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 8,199 | -3.53 | 2,503 | -10.48 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 761 | -3.30 | 403 | 67.50 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 47,860 | 1.13 | 17,747 | 0.57 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 6,122 | 1.75 | 3,239 | 76.42 | ||||
| 2025-07-21 | 13F | 科德角五美分储蓄银行 | 1,244 | 0.00 | 317 | 0.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 1,337 | 29.81 | 707 | 125.16 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 717 | 4.67 | 379 | 81.34 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 53,152 | 8.26 | 28,125 | 87.65 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 260 | 22.07 | 0 | |||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 266,367 | -16.56 | 140,951 | 44.63 | ||||
| 2025-08-26 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 81,681 | -4.41 | 43,222 | 65.69 | ||||
| 2025-08-08 | 13F | 融合资本有限责任公司 | 459 | 243 | ||||||
| 2025-08-13 | 13F | 北方信托公司 | 2,825,720 | 7.38 | 1,495,230 | 86.12 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 66,715 | 5.28 | 35,302 | 82.49 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 2,027 | 74.29 | 1,073 | 201.97 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 1,356 | 21.94 | 718 | 111.50 | ||||
| 2025-07-16 | 13F | 邦尼斯企业公司 | 620 | 328 | ||||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 温哥华堡投资管理有限公司 | 18 | 0.00 | 10 | 80.00 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 548 | 290 | ||||||
| 2025-07-08 | 13F | Lingohr & Partner 资产管理有限公司 | 385 | -95.76 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 3,853 | 29.73 | 2,039 | 124.94 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 2,804 | 1,484 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 68 | 0.00 | 36 | 75.00 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 2,463 | 60.98 | 1,303 | 179.01 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 722 | 2.41 | 382 | 77.67 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 1,815 | 0.33 | 960 | 73.91 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 2,609 | 18.92 | 1,381 | 106.28 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 380,934 | 31.57 | 201,571 | 128.05 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 3,500 | -0.43 | 1,852 | 72.60 | ||||
| 2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 91 | 0.00 | 48 | 77.78 | ||||
| 2025-05-07 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 7,007 | 4.88 | 2,598 | 4.30 | ||||
| 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 | 350 | 0.00 | 130 | -0.77 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 23,643 | 0.00 | 12,511 | 73.34 | ||||
| 2025-08-22 | NP | FTRNX - 富达趋势基金 | 27,600 | 0.00 | 14,605 | 73.34 | ||||
| 2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 485 | 15.48 | 180 | 14.74 | ||||
| 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 | 67,456 | -1.21 | 25,014 | -1.76 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 207 | -88.29 | 110 | -79.78 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 3,480 | 0.00 | 1,841 | 73.35 | ||||
| 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 | 314 | -8.45 | 116 | -8.66 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 2,657 | -31.13 | 1,406 | 19.37 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 4,039 | 38.75 | 2,137 | 140.65 | ||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 1,007 | 533 | ||||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 2,880 | 0.00 | 1,524 | 73.27 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 351 | 186 | ||||||
| 2025-04-23 | 13F | Aspetuck 财务管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 560 | 296 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 88,273 | -0.83 | 46,710 | 71.89 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 793 | 420 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 5,693 | -62.89 | 3,012 | -35.67 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 25 | 13 | ||||||
| 2025-07-23 | 13F | GGM财务有限责任公司 | 2,365 | 1,252 | ||||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 1,125 | 595 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 151 | -16.11 | 80 | 46.30 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 315,687 | -56.60 | 167,046 | -24.77 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 390 | 206 | ||||||
| 2025-08-14 | 13F | 高维斯塔策略有限责任公司 | 4,000 | -59.18 | 2,117 | -29.25 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 11,182 | 102.65 | 5,917 | 251.37 | ||||
| 2025-03-25 | NP | DRRAX - 纽约梅隆银行全球真实回报基金 A 类 | 9,149 | -41.09 | 3,411 | -27.18 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 5,927 | 103.82 | 3,136 | 253.55 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 2,474 | 15.28 | 1,309 | 99.85 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 868 | 0.00 | 459 | 73.86 | ||||
| 2025-07-30 | 13F | 费尔威财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 亚壁古道资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 734 | -24.87 | 388 | 30.20 | ||||
| 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 | 1,348 | 713 | ||||||
| 2025-07-24 | NP | Tema ETF Trust - 电气化 ETF 主题 | 8,804 | -1.71 | 4,164 | 38.71 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 5,118 | -20.35 | 2,708 | 38.09 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 1,411 | 747 | ||||||
| 2025-08-14 | 13F | 晴雨表资本管理公司 | 26,261 | 13,890 | ||||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 839 | 444 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 22,162 | 4.17 | 11,727 | 80.58 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 11,181 | 0.68 | 5,916 | 74.51 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 18 | 20.00 | 10 | 125.00 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 35,866 | 0.83 | 13,300 | 0.26 | ||||
| 2025-08-11 | 13F | 艾睿金融公司 | 802 | 0.00 | 424 | 73.77 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 2,931 | 0.00 | 1,087 | -0.55 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 17,539 | -19.13 | 9,281 | 40.18 | ||||
| 2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 76,937 | 28,530 | ||||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 6,448 | 4.47 | 3,412 | 81.05 | ||||
| 2025-08-27 | NP | GEOSX - 梨树埃塞克斯环境机会基金机构股票 | 2,294 | -59.24 | 1,214 | -29.39 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 22,606 | -1.74 | 10,692 | 38.66 | ||||
| 2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 20,608 | 11.62 | 10,905 | 93.47 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 9,872 | 0.55 | 5 | 150.00 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 472 | 250 | ||||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 1,526 | -1.68 | 722 | 38.65 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 22,857 | -59.82 | 11,878 | -31.08 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 495 | 262 | ||||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 42 | 0.00 | 22 | 83.33 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 3,305 | 16.99 | 1,226 | 16.33 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 7,423 | -38.83 | 3,928 | 6.02 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 2,621 | 1.43 | 1,387 | 75.89 | ||||
| 2025-07-14 | 13F | 库欣资产管理公司 | 32,000 | 33.33 | 16,933 | 131.12 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 2,622 | 72.50 | 1,387 | 198.92 | ||||
| 2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 351 | 228 | ||||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 1,710 | -1.78 | 905 | 70.24 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 2,632 | 33.47 | 1,396 | 131.73 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 981 | 17.34 | 1 | |||||
| 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 | 471,123 | 6.96 | 174,702 | 6.37 | ||||
| 2025-07-24 | 13F | 东方银行 | 2,512 | 7.08 | 1,329 | 85.61 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 558 | 295 | ||||||
| 2025-07-16 | 13F | 勇敢资产管理公司 | 404 | 214 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 171,060 | 3.47 | 90,516 | 79.35 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 1,854 | 35.03 | 981 | 134.13 | ||||
| 2025-08-06 | 13F | Rps 咨询解决方案有限责任公司 | 836 | 9.14 | 443 | 89.70 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 40 | 29.03 | 21 | 133.33 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 8,686 | 0.77 | 4,596 | 74.69 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 408 | 216 | ||||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 32,628 | 8 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 7,723 | -4.23 | 4,087 | 66.03 | ||||
| 2025-07-29 | 13F | 水平财富管理有限公司 | 568 | 301 | ||||||
| 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 | 286 | 17.70 | 106 | 17.78 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 50 | -33.33 | 26 | 18.18 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 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 | 55,732 | 59.68 | 29,491 | 176.80 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 2,114 | 0.38 | 1,119 | 74.14 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 48 | -27.27 | 25 | 25.00 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 3,100 | 0.00 | 1,640 | 73.36 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 5,076 | 3.68 | 2,401 | 46.25 | ||||
| 2025-07-29 | NP | FMCE-FM 复合股票 ETF | 1,881 | 890 | ||||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 682 | 0.00 | 361 | 73.08 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,795 | 6.53 | 2,537 | 84.64 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 2,891,173 | -3.08 | 1,529,864 | 68.00 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 1,716 | -4.03 | 908 | 66.61 | ||||
| 2025-08-11 | 13F | 道夫菲尔普斯投资管理公司 | 1,381 | 13.20 | 731 | 96.24 | ||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 75,464 | -0.29 | 39,932 | 72.83 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 218,437 | 717.99 | 116 | 1,337.50 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 208 | -0.48 | 110 | 74.60 | ||||
| 2025-08-11 | 13F | 美国教师保险与年金协会 | 403 | 0.00 | 213 | 73.17 | ||||
| 2025-08-12 | 13F | 马斯科资本管理有限公司 | 314,076 | 1.45 | 166,193 | 75.85 | ||||
| 2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 8,686 | -16.04 | 4,596 | 45.54 | ||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 597 | 316 | ||||||
| 2025-07-15 | 13F | DSG资本顾问有限公司 | 818 | 0.00 | 433 | 73.49 | ||||
| 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 | 367,780 | 3.61 | 194,611 | 79.59 | ||||
| 2025-08-14 | 13F | 卢克索资本集团有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 610,559 | 0.80 | 226,407 | 0.24 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 6,218 | 2.24 | 3,290 | 77.26 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,894 | 7.55 | 896 | 51.69 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 143 | 0.00 | 76 | 74.42 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 9,999 | 5,291 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 9,573 | 46.49 | 5,066 | 153.88 | ||||
| 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 | 18,538 | 4.45 | 6,874 | 3.88 | ||||
| 2025-08-01 | 13F | 华侨银行 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 26,836 | 1.29 | 14,200 | 75.57 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 619 | 328 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 51,003 | 22.67 | 27 | 116.67 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 30,554 | 17.95 | 16,168 | 104.46 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 604 | 320 | ||||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 1,180 | 1.37 | 624 | 45.12 | ||||
| 2025-08-19 | 13F | MRP 资本投资有限责任公司 | 75 | 0.00 | 40 | 77.27 | ||||
| 2025-07-30 | 13F | 哨兵有限责任公司 | 2,064 | 0.00 | 1,092 | 73.33 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 638 | 338 | ||||||
| 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 | 26,291 | 4.15 | 9,749 | 3.58 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 184,622 | 0.02 | 98 | 73.21 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 1,230 | 651 | ||||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 37 | 0.00 | 20 | 72.73 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 576 | 305 | ||||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 386 | 204 | ||||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 344 | 0.00 | 182 | 73.33 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 476 | 252 | ||||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 1,521 | -2.50 | 805 | 68.91 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 418,607 | -62.48 | 221,506 | -34.97 | ||||
| 2025-05-15 | 13F | 格兰德吉恩资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 异常资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 克拉夫全球股票基金 | 4,600 | 1,706 | ||||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 426 | 267.24 | 158 | 685.00 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 447,043 | 100.01 | 236,553 | 246.68 | ||||
| 2025-08-25 | NP | REDWX - 渴望红木基金 | 2,519 | -63.04 | 1,333 | -35.96 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 842,433 | 10,044.91 | 445,773 | 17,484.73 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 4,524 | 0.76 | 2,394 | 74.67 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 37,362 | 15.57 | 19,770 | 100.32 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 609 | 322 | ||||||
| 2025-07-31 | 13F | 卫报资产顾问有限公司 | 2,091 | 17.80 | 1,107 | 104.44 | ||||
| 2025-08-11 | 13F | 鼎盛资本有限责任合伙 | 626 | -57.41 | 331 | |||||
| 2025-07-31 | 13F | 卫报金融合作伙伴有限责任公司 | 1,144 | 605 | ||||||
| 2025-08-08 | 13F | 纽约信托银行 | 7,203 | 8.17 | 3,811 | 87.55 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 61,481 | -0.92 | 32,533 | 71.74 | ||||
| 2025-07-01 | 13F | Stonehearth资本管理有限责任公司 | 940 | -1.78 | 497 | 70.21 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 29,103 | 0.00 | 10,792 | -0.55 | ||||
| 2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 11,800 | 66.20 | 4,376 | 65.28 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 64 | 0.00 | 34 | 73.68 | ||||
| 2025-08-13 | 13F | DL卡尔森投资集团公司 | 13,512 | -5.54 | 7,150 | 63.74 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 7,384 | 22.88 | 3,907 | 113.03 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 3,015 | -18.93 | 1,595 | 40.53 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 200 | 106 | |||||
| 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 | 1,527 | 19.30 | 566 | 18.66 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 670 | 0.00 | 355 | 73.53 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 841 | 25.34 | 445 | 118.14 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 5,783 | 19.46 | 3 | 200.00 | ||||
| 2025-07-24 | 13F | 帝斯曼资本合伙公司 | 196,991 | 31.91 | 104,238 | 128.64 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 720 | 189.16 | 341 | 309.64 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 63 | 200.00 | 33 | 450.00 | ||||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 104,800 | 6,886.67 | 55,455 | 12,034.35 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43 | 0.00 | 20 | 42.86 | ||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 14,145 | 14.74 | 5,245 | 14.12 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 1,483 | 0.68 | 785 | 74.61 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 277 | 103 | ||||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 10 | 0.00 | 5 | 66.67 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 19,128 | 0.35 | 5,839 | -6.95 | ||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 4 | 2 | ||||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 874 | 1.63 | 462 | 76.34 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 780 | -18.15 | 413 | 42.07 | ||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 5,311 | -25.45 | 2,810 | 29.25 | ||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 526 | 278 | ||||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 708 | 0.00 | 263 | 0.00 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 93 | 0.00 | 49 | 75.00 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 4,090 | 47.49 | 2 | |||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 898 | -0.55 | 301 | -0.33 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 2,200 | 1,164 | |||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 2,000 | 1,058 | |||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 1,135 | -0.26 | 1 | |||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 459,054 | 1,875.45 | 242,908 | 3,324.13 | ||||
| 2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 54,469 | -35.20 | 20,198 | -35.55 | ||||
| 2025-07-24 | 13F | 阿盖尔资本管理公司 | 2,281 | 0.00 | 1,207 | 73.28 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 823 | -1.20 | 435 | 71.26 | ||||
| 2025-06-26 | NP | FigFX - 富达国际成长基金 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 | 396,300 | 11.57 | 146,956 | 10.95 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 3 | -70.00 | 2 | -66.67 | ||||
| 2025-08-05 | 13F | KDT 顾问有限公司 | 575 | -74.73 | 304 | -56.20 | ||||
| 2025-08-07 | 13F | 指导资本公司 | 430 | 282 | ||||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 794 | 4.20 | 420 | 81.03 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 2,331 | 4,062.50 | 1,233 | 7,152.94 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 7 | 4 | ||||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 701 | 0.00 | 371 | 72.90 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 459 | 243 | ||||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 1,977 | 0.30 | 1,046 | 74.04 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 7,708 | 21.83 | 4,079 | 111.19 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 323 | 0.00 | 120 | -0.83 | ||||
| 2025-07-16 | 13F | 南方资本顾问有限公司 | 1,469 | 12.14 | 778 | 94.74 | ||||
| 2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 17,321 | 9,165 | ||||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 1,212 | -6.41 | 641 | 62.28 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 6,049 | 23.85 | 3,201 | 114.77 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 135,401 | -28.86 | 72 | 22.41 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 50,687 | 1.99 | 26,821 | 76.79 | ||||
| 2025-07-24 | NP | FADAX - 富达顾问股息增长基金 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 | 107,146 | -7.83 | 50,678 | 30.06 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 859 | 1.54 | 454 | 75.97 | ||||
| 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 | 92,841 | 2.12 | 34,427 | 1.55 | ||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 193 | 0.00 | 102 | 75.86 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 5,830 | 15.58 | 3,085 | 100.45 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 746 | 7.65 | 395 | 87.20 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 1,467 | 7.63 | 776 | 86.54 | ||||
| 2025-08-14 | 13F | 马林银行 | 1,305 | 33.30 | 691 | 131.54 | ||||
| 2025-08-12 | 13F | JL 班布里奇公司 | 623 | 330 | ||||||
| 2025-08-14 | 13F | 尤利西斯管理有限责任公司 | 7,000 | 133.33 | 3,704 | 304.81 | ||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 1,096 | 1 | ||||||
| 2025-05-15 | 13F | Palestra资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 光街资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 1,726 | -7.80 | 913 | 59.89 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 1,738 | 65.21 | 920 | 186.29 | ||||
| 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 | 32,012 | -14.28 | 15,141 | 20.96 | ||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 4,815 | 2,548 | ||||||
| 2025-08-08 | 13F | 安联保险 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 2,082 | -0.72 | 1,102 | 72.03 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 3,140 | 3.22 | 1,662 | 78.99 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构战略增长基金 | 15,913 | 6.96 | 8,420 | 85.42 | ||||
| 2025-05-13 | 13F | 金牛资产管理有限公司 | 826 | 0.00 | 252 | -7.01 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 405 | 214 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 434,392 | 15.91 | 229,859 | 100.90 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 184,718 | 4.42 | 97,744 | 80.99 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 1,069 | -0.19 | 565 | 73.31 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 561 | 297 | ||||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 635 | 7.99 | 0 | |||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,658 | 0.00 | 1,727 | -0.52 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 944,567 | 66.04 | 499,817 | 187.80 | ||||
| 2025-06-24 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 193,500 | 0.00 | 71,754 | -0.55 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 2,431 | 7.23 | 1,286 | 85.84 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 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 | 400 | 0.00 | 189 | 41.04 | ||||
| 2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 784 | -67.78 | 415 | -44.20 | ||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 986 | 1.23 | 522 | 75.42 | ||||
| 2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 520 | 275 | ||||||
| 2025-07-24 | 13F | MSH资本顾问有限公司 | 408 | 216 | ||||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 10,527 | -48.89 | 5,570 | -11.40 | ||||
| 2025-08-06 | 13F/A | 海德兰资本有限责任公司 | 29,392 | -2.78 | 15,553 | 68.51 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 1,078 | 570 | ||||||
| 2025-08-08 | 13F | 安全金融服务公司 | 670 | 1.52 | 355 | 76.12 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 457 | 242 | ||||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 610 | -9.09 | 323 | 57.84 | ||||
| 2025-07-28 | NP | UXI - ProShares Ultra 工业 | 1,018 | -2.68 | 481 | 37.43 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 6 | -70.00 | 0 | |||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,262 | 25.45 | 668 | 117.26 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 65,991 | 145.07 | 34,919 | 324.81 | ||||
| 2025-08-07 | 13F | 商业银行 | 10,423 | -15.26 | 5,515 | 46.91 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 522 | 276 | ||||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 18,964 | 12.15 | 7,071 | 134.68 | ||||
| 2025-07-07 | 13F | 圣克莱尔顾问有限责任公司 | 796 | 14.37 | 421 | 98.58 | ||||
| 2025-07-21 | 13F | 柯伦金融合作伙伴有限责任公司 | 550 | 291 | ||||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 5,813 | -6.53 | 1 | -100.00 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 7,175 | 36.02 | 3,797 | 135.78 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 1,917 | 3.51 | 1,014 | 79.47 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 6,894 | 118.79 | 4 | |||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 2,652 | 2.99 | 1,403 | 78.50 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 3,903 | 18.85 | 2,065 | 106.09 | ||||
| 2025-08-12 | 13F | 智慧基金有限合伙人 | 10,000 | 100.00 | 5,292 | 246.72 | ||||
| 2025-09-09 | 13F | 剑桥金融集团有限责任公司 | 1,097 | 0.00 | 580 | 73.65 | ||||
| 2025-07-29 | 13F | 雷莫尔社区银行 | 2,348 | 0.00 | 1,242 | 73.46 | ||||
| 2025-05-15 | 13F | 悖论资本管理有限公司 | 13,079 | -47.45 | 3,993 | -51.23 | ||||
| 2025-07-08 | NP | WSACX - Wellington Shields 全盘基金机构股票 | 1,800 | 0.00 | 851 | 41.13 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 5 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 47,489 | 35.74 | 25,129 | 135.28 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 平衡基金 3 级 | 12,710 | 32.49 | 6,725 | 129.68 | ||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 384 | 203 | ||||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 13,584 | -13.94 | 7,188 | 49.17 | ||||
| 2025-08-14 | 13F | 七英里咨询 | 469 | 248 | ||||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 18,205 | 7.68 | 8,611 | 51.96 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 104,710 | -16.24 | 55,407 | 45.19 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 3,226 | 8.07 | 1,454 | 72.48 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 322 | -2.42 | 170 | 70.00 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 1,000 | 40.25 | 529 | 143.78 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 300 | 33.33 | 159 | 113.51 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 2,265 | 6.39 | 1,199 | 84.59 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 25,340 | 61.54 | 7,676 | 95.87 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 163,813 | 21.89 | 86,682 | 111.28 | ||||
| 2025-07-23 | 13F | 科恩资本管理公司 | 1,530 | 0.00 | 810 | 73.23 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 1,776 | -14.45 | 840 | 20.86 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 2,459 | -3.72 | 1,301 | 67.01 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 7,270 | -14.70 | 3,845 | 47.94 | ||||
| 2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 1 | -98.94 | 1 | -100.00 | ||||
| 2025-05-09 | 13F | 安大略省教师养老金计划委员会 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 3,800 | -24.00 | 2,011 | 31.72 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 12,900 | -83.07 | 6,826 | -70.66 | |||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 788 | 0.00 | 417 | 73.33 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 10,308 | -65.51 | 5,454 | -40.22 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 541 | 286 | ||||||
| 2025-08-11 | 13F | 石桥投资管理公司，LCC | 2,313 | 210.05 | 1,224 | 438.77 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 49 | 0.00 | 26 | 78.57 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 1,368 | -0.73 | 647 | 45.39 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 5,136 | 2,718 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 691,179 | 249.96 | 365,737 | 506.61 | ||||
| 2025-07-30 | 13F | CMG 全球控股有限公司 | 5,490 | 7.92 | 3,556 | 93.94 | ||||
| 2025-03-26 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 6,025 | -23.00 | 3,188 | 33.50 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 1,411 | 2,666.67 | 747 | 4,873.33 | ||||
| 2025-03-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-31 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 505 | 267 | ||||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 1,011 | 535 | ||||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | DAACX - 多元化股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 515 | 273 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 1,784 | 944 | ||||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 1,030 | 0.00 | 545 | 73.57 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 1,166 | 9.59 | 617 | 90.12 | ||||
| 2025-03-28 | NP | LOMAX - Edgar Lomax 价值基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-28 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 22,091 | -15.44 | 6,744 | -21.53 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 723 | 2.41 | 383 | 77.67 | ||||
| 2025-05-27 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 14,167 | 28.77 | 7,496 | 123.23 | ||||
| 2025-08-14 | 13F | 坎德洛资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | PSPFX - 全球资源基金 | 2,000 | 1,058 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 567 | 0 | ||||||
| 2025-08-07 | 13F | 罗林斯财务顾问有限责任公司 | 652 | -36.51 | 345 | 10.22 | ||||
| 2025-06-23 | NP | PFPPX - 中型成长基金 R-3 | 6,931 | -9.98 | 2,570 | -10.45 | ||||
| 2025-07-18 | 13F | TruNorth 资本管理有限公司 | 42 | 0.00 | 22 | 83.33 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 324 | 0.00 | 171 | 74.49 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 1,312 | -8.83 | 432 | -1.82 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 1,025 | -0.87 | 543 | 72.06 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 41,948 | 6.33 | 19,841 | 50.04 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 1,170 | 0.86 | 619 | 74.86 | ||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 596 | 315 | ||||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 2,732 | 137.57 | 1,761 | 366.84 | ||||
| 2025-07-29 | 13F | 第一银行公司 /ME/ | 1,430 | -0.07 | 757 | 73.39 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 121,508 | 0.80 | 64,296 | 74.73 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 5,183 | 2.33 | 2,742 | 77.36 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 432,786 | -5.50 | 229,133 | 64.81 | ||||
| 2025-07-25 | NP | ANEFX - 新经济基金A类 | 59,122 | -87.17 | 27,964 | -65.51 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 8,251 | -9.14 | 3,060 | -9.66 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 78,993 | -33.21 | 41,799 | 98.76 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 7,337 | -39.10 | 3,882 | -2.02 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 163,890 | 77,517 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 9,692 | 12.15 | 4,584 | 58.29 | ||||
| 2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 181,487 | 21.86 | 96,034 | 111.23 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 21,846 | 37.87 | 11,560 | 138.97 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 1,972 | -37.02 | 1,043 | 9.21 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 4,457 | 105.01 | 2,358 | 255.66 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 165 | 10.74 | 87 | 93.33 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 45 | 0.00 | 24 | 84.62 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 84,431 | 4.47 | 44,677 | 81.09 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 693 | 367 | ||||||
| 2025-04-30 | 13F | True Vision 明尼苏达州有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-18 | NP | REYX - Y 类股票收益基金 | 491 | 0.00 | 182 | -0.55 | ||||
| 2025-07-16 | 13F | 肯尼迪投资集团 | 394 | 209 | ||||||
| 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 | 134,770 | -0.78 | 49,975 | -1.33 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 106,015 | 4.66 | 56,098 | 81.42 | ||||
| 2025-07-24 | 13F | M1资本管理有限责任公司 | 1,136 | 0.00 | 601 | 73.70 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 58,938 | 1.81 | 21,855 | 1.25 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 3,982 | 1,883 | ||||||
| 2025-05-30 | NP | PIMCO 能源和战术信贷机会基金 | Short | -17,000 | -5,190 | |||||
| 2025-07-22 | 13F | Fishman Jay A 有限公司/mi | 20,414 | 20.04 | 10,802 | 108.09 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 4,700 | -60.75 | 2,487 | -31.96 | ||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 471 | 249 | ||||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 271 | 158.10 | 100 | 156.41 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 国际成长投资组合 | 58,800 | -9.26 | 31,114 | 57.28 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 259,615 | 1.05 | 137,375 | 75.15 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,277 | -10.13 | 676 | 55.89 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 632 | 341 | ||||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 12,566 | 7.55 | 6,649 | 86.46 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 5,207 | -1.70 | 2,755 | 70.38 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 2,138 | 0.00 | 1,131 | 73.47 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 动态资本增值投资组合初始类别 | 10,275 | 0.00 | 5,437 | 73.37 | ||||
| 2025-07-29 | 13F | 伯明翰资本管理公司/等 | 2,077 | -2.90 | 1,099 | 68.56 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 134 | 35.35 | 71 | 133.33 | ||||
| 2025-06-25 | NP | PGNAX - PGIM Jennison 自然资源基金 A 级 | 29,710 | 5.63 | 11,017 | 5.05 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 14,142 | -4.14 | 7,483 | 66.18 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 1,601 | 847 | ||||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 128 | -7.25 | 68 | 63.41 | ||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 2,331 | 2,163.11 | 1,233 | 3,877.42 | ||||
| 2025-08-14 | 13F | 塞格拉资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 16,342 | 76.94 | 8,647 | 206.74 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1,485 | 19.18 | 786 | 106.58 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 451 | 239 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 3,419,106 | 1,809,220 | ||||||
| 2025-05-23 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 福克斯希尔财富管理 | 1,731 | 916 | ||||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 9,813 | 0.00 | 5,193 | 73.36 | ||||
| 2025-07-18 | 13F | BCU 财富顾问有限责任公司 | 520 | 275 | ||||||
| 2025-07-21 | 13F | AIFG 顾问有限公司 | 502 | 266 | ||||||
| 2025-07-23 | 13F | 家族遗产公司 | 8,390 | 3.52 | 4,440 | 79.43 | ||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 4,880 | 2,582 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 5,596 | 2,961 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 3,222 | 1,705 | ||||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 147 | -14.53 | 78 | 48.08 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 874 | -0.46 | 463 | 72.39 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 504 | 267 | ||||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 391 | 207 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 72,224 | -0.70 | 38,217 | 72.13 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 6,061 | 13.10 | 3,207 | 96.03 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,568 | 22.93 | 1,359 | 113.19 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 919 | 20.45 | 486 | 84.79 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 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 | 1,756 | 0.06 | 831 | 41.16 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 2,925 | 117.96 | 1,548 | 278.24 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 8,400 | 1,226 | |||||
| 2025-08-27 | NP | ARTRX - Artisan 全球机会基金投资者股票 | 117,628 | -7.19 | 62,243 | 60.87 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 199 | 5.29 | 105 | 84.21 | ||||
| 2025-07-30 | NP | AIS - VistaShares 人工智能超级周期 ETF | 1,150 | 544 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 8,158 | -0.62 | 4,317 | 72.23 | ||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 15,897 | 8,412 | ||||||
| 2025-08-14 | 13F | 岩点顾问有限责任公司 | 760 | 6.29 | 402 | 84.40 | ||||
| 2025-08-22 | NP | FGRTX - 富达巨型股票基金 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 | 331,478 | 0.45 | 175,402 | 74.12 | ||||
| 2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 684 | 0.00 | 362 | 73.56 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 莫特科 | 144 | 152.63 | 95 | 458.82 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 11,973 | -6.57 | 6,336 | 61.94 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 17,578 | 229.98 | 9,301 | 472.02 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 243 | 0.00 | 129 | 72.97 | ||||
| 2025-06-26 | NP | HEOMX - 哈特福德气候机会基金 A 级 | 1,265 | -72.42 | 469 | -72.57 | ||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 39,027 | 0.06 | 20,651 | 73.44 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 25 | -19.35 | 0 | |||||
| 2025-08-04 | 13F | 尖峰财富管理 | 4,519 | 22.80 | 2,391 | 112.91 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 1,015 | 4.00 | 525 | 76.43 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 19,900 | 10,530 | |||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 625,158 | -1.65 | 330,762 | 70.46 | ||||
| 2025-05-01 | 13F | 麦卡锡·格里廷格金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 659,451 | 4.71 | 342,690 | 79.63 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 23,185 | -3.22 | 12,268 | 67.76 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 5,580 | 2,953 | ||||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,403 | 1.22 | 1,801 | 75.44 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 1,000 | -19.74 | 529 | 39.21 | ||||
| 2025-08-14 | 13F | 私人资本管理有限责任公司 | Put | 5,000 | 2,646 | |||||
| 2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 13,438 | 41.07 | 7,111 | 144.50 | ||||
| 2025-07-25 | 13F | 西北资本管理公司 | 15 | 0.00 | 8 | 75.00 | ||||
| 2025-05-05 | 13F | 乐观退休集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 125,200 | 47.82 | 66,250 | 156.21 | |||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 38,600 | 20,425 | |||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 86,700 | -17.03 | 45,877 | 43.81 | |||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 89 | 0.00 | 47 | 74.07 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 28,650 | -50.10 | 15,160 | -13.50 | ||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 109 | 0.00 | 58 | 72.73 | ||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 1,810 | -2.06 | 958 | 69.86 | ||||
| 2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 5,577 | -14.09 | 2,951 | 48.97 | ||||
| 2025-07-28 | 13F | 费曼集团有限责任公司 | 2 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 196 | -24.62 | 127 | 45.98 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 20,378 | 10,783 | ||||||
| 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 | 89,887 | 0.13 | 33,332 | -0.42 | ||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 2,214 | -0.05 | 1,172 | 73.22 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 3,055 | 65.49 | 1,979 | 251.33 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | Call | 2,500 | 1,323 | |||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 1,221 | -53.31 | 453 | -53.64 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 39,959 | 307.33 | 21,144 | 606.21 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 421 | 282.73 | 223 | 572.73 | ||||
| 2025-06-26 | NP | FDCAX - 富达资本增值基金 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 | 250,425 | -14.22 | 92,863 | -14.69 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 9,204 | -1.20 | 2,810 | -8.32 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 13,195 | -41.52 | 6,982 | 1.36 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 1,380 | 0.00 | 730 | 73.40 | ||||
| 2025-07-24 | 13F | 财富之星顾问有限公司 | 3,548 | 1,877 | ||||||
| 2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 4,257 | 0.00 | 2,253 | 73.36 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 4,906 | 8.78 | 2,596 | 88.66 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 37 | 20 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Capital Group 研究投资组合 IB 类 | 14,463 | -35.59 | 7,653 | 11.66 | ||||
| 2025-08-05 | 13F | 子午线管理公司 | 1,209 | 0.00 | 798 | 116.26 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,388 | 97.36 | 1,264 | 242.28 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 380 | 10.47 | 201 | 91.43 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 2,213 | -0.54 | 1,171 | 72.46 | ||||
| 2025-08-14 | 13F | Corigliano 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 951 | 0.00 | 628 | 116.21 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 25,957 | 13,735 | ||||||
| 2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 968 | -4.44 | 512 | 65.70 | ||||
| 2025-08-14 | 13F | NCP 公司 | 1,073 | -2.10 | 568 | 69.76 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 56 | 3.70 | 30 | 81.25 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 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 | 261 | 45.00 | 138 | 155.56 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 89,935 | 32.84 | 48 | 135.00 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 3 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 469 | 248 | ||||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 1,961 | 21.50 | 1,038 | 110.77 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 244,628 | 5.90 | 129 | 84.29 | ||||
| 2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 462 | 244 | ||||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 280 | 0.36 | 148 | 74.12 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 792 | -3.77 | 419 | 66.93 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 8,699 | 0.00 | 3,226 | -0.56 | ||||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 573 | 303 | ||||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 32 | 17 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 23,926 | 5.09 | 8,872 | 4.51 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 33 | 560.00 | 18 | 1,600.00 | ||||
| 2025-06-26 | NP | HFGO - 哈特福德大盘成长 ETF | 3,182 | 51.67 | 1,180 | 50.77 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 17 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | CHNTX - 切斯特纳特街外汇基金 | 2,353 | 0.00 | 718 | -7.12 | ||||
| 2025-07-25 | 13F | CWM有限公司 | Put | 500 | 0.00 | 0 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 119 | 8.18 | 63 | 90.91 | ||||
| 2025-07-22 | 13F | DB Root 有限公司 | 782 | 414 | ||||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 481,692 | 5.96 | 178,621 | 5.38 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 30,610 | -5.35 | 16 | 77.78 | ||||
| 2025-05-14 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 0 | -100.00 | 0 | ||||
| 2025-05-14 | 13F | 种子投资者有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 977 | 35.51 | 517 | 134.55 | ||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 14 | 0.00 | 7 | 75.00 | ||||
| 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 | 37,568 | 17.58 | 17,769 | 65.92 | ||||
| 2025-08-11 | 13F | 退休资本策略 | 505 | 267 | ||||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 24,900 | 369.81 | 13,176 | 714.78 | |||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 20,061 | -68.37 | 10,615 | -49.11 | ||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 84 | -82.93 | 44 | -70.67 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 102,113 | 167.91 | 54,033 | 364.40 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 41,400 | 681.13 | 21,907 | 1,254.73 | |||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 821 | -12.85 | 434 | 51.22 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 55 | -33.73 | 29 | 16.00 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 5,900 | 3 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 405 | -2.17 | 214 | 69.84 | ||||
| 2025-03-31 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -9,036 | -3,369 | |||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,637 | 48.40 | 1,396 | 157.38 | ||||
| 2025-08-21 | NP | LSHAX - Kinetics 分拆及企业重组基金顾问 A 级 | 25 | 0.00 | 13 | 85.71 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 10,000 | 0.00 | 5,292 | 73.36 | ||||
| 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 | 2,979 | 0.00 | 1,409 | 41.18 | ||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 731 | 387 | ||||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 31,837 | -81.54 | 16,847 | -68.00 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 519 | 275 | ||||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 14,407 | 5.27 | 6,814 | 48.55 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 549 | 291 | ||||||
| 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 | 269 | -53.54 | 127 | -34.54 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 38 | 0.00 | 20 | 81.82 | ||||
| 2025-05-15 | 13F | 富登基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 支票资本管理公司/ca | 988 | 0.00 | 523 | 73.42 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Levin 大盘价值服务副总裁 | 2,836 | 1,501 | ||||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 10,969 | 5,188 | ||||||
| 2025-07-22 | 13F | LGT集团基金会 | 27,559 | -13.11 | 14,583 | 50.61 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 663 | 4.41 | 351 | 81.35 | ||||
| 2025-08-29 | NP | OPTZ-优化策略指数ETF | 720 | -0.55 | 381 | 71.95 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 3 | 0.00 | 2 | |||||
| 2025-08-12 | 13F | 绗缝公司 | 651 | -1.06 | 344 | 72.00 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | ARTTX - Artisan 主题基金投资者股份 | 50,586 | -26.66 | 26,768 | 17.98 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 35,187 | -2.66 | 16,643 | 37.36 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 692 | -21.09 | 257 | -21.71 | ||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 2,484 | 15.75 | 1,314 | 100.61 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 3,258,556 | -42.86 | 1,541,232 | -19.36 | ||||
| 2025-07-25 | 13F | 进化顾问公司 | 23 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 713 | -5.44 | 377 | 63.91 | ||||
| 2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 7,368 | 0.66 | 3,899 | 74.49 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 4,309 | 2,038 | ||||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 449 | -4.87 | 238 | 64.58 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 276 | 0.00 | 146 | 72.62 | ||||
| 2025-05-15 | 13F | 贝恩资本公共股权管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 2,950 | -6.44 | 901 | -13.21 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 79,910 | -1.22 | 42,284 | 71.22 | ||||
| 2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 481 | -10.09 | 228 | 26.82 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 335 | 0.00 | 177 | 73.53 | ||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 10,922 | 5,166 | ||||||
| 2025-08-04 | 13F | B&l 资产管理有限公司 | 1,892 | 2.55 | 1,001 | 77.80 | ||||
| 2025-08-13 | 13F | 永星资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 1,811 | 958 | ||||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 1,306 | 38.64 | 691 | 140.77 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 1,660 | -18.11 | 616 | -18.54 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 2,835 | 0.00 | 1,500 | 73.41 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 5,399 | 70.15 | 2,857 | 195.04 | ||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,385 | -1.28 | 1,997 | -1.87 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 6,591 | 17.30 | 3,488 | 103.32 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 3,200 | 1,704 | ||||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 1,245 | 67.11 | 659 | 189.87 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 675 | 0.00 | 357 | 73.30 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 1,358 | 0.00 | 719 | 73.43 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 160,383 | 10.25 | 48,962 | 2.32 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 14,400 | -2.70 | 7,620 | 68.64 | ||||
| 2025-08-08 | 13F | 信用资本投资有限责任公司 | 500 | 265 | ||||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 358 | 137.09 | 189 | 310.87 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 30 | 3.45 | 16 | 87.50 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 4,591 | 90.81 | 1,702 | 89.74 | ||||
| 2025-08-25 | NP | PWER - 麦格理能源转型 ETF | 277 | 14.46 | 147 | 100.00 | ||||
| 2025-05-15 | 13F | 亚特兰大索斯诺夫资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 北美社区银行 | 630 | 0.00 | 333 | 73.44 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | USAUX - 积极增长基金股票 | 15,555 | 26.63 | 5,768 | 25.94 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 6 | 2 | ||||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 5,109 | -20.26 | 2,703 | 38.40 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 6,515 | 3.91 | 3,447 | 80.09 | ||||
| 2025-08-14 | 13F | Ripple Effect 资产管理公司 | Put | 16,500 | 8,731 | |||||
| 2025-08-14 | 13F | Ripple Effect 资产管理公司 | 15,000 | 7,937 | ||||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 1,228 | 1.15 | 650 | 75.41 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 13 | 6 | ||||||
| 2025-05-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | CWC Advisors, LLC。 | 930 | -74.40 | 492 | -55.64 | ||||
| 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 | 437 | -6.82 | 163 | 14.89 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 308 | 5.48 | 163 | 82.02 | ||||
| 2025-08-06 | 13F | 峰会财富集团有限责任公司 | 413 | 0 | ||||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 519 | 275 | ||||||
| 2025-07-17 | 13F | 西方金融公司/CA | 2,276 | 1,204 | ||||||
| 2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 31 | 0.00 | 16 | 77.78 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 215 | 0.00 | 66 | -7.14 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 20,499 | 16.85 | 10,847 | 102.56 | ||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 600 | 0 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 1,746 | -0.74 | 924 | 72.20 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 3,224 | -5.98 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 393 | 208 |
