机构投资人持股和股东
RPM International Inc. (GB:0A62) 有 1341 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 133,437,954 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Aristotle Capital Management, LLC, State Street Corp, Morgan Stanley, IJH - iShares Core S&P Mid-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, NAESX - Vanguard Small-Cap Index Fund Investor Shares, EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A, and Price T Rowe Associates Inc /md/ .
RPM International Inc. (LSE:0A62)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
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 660 | 65,900.00 | 72 | -11.11 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 55,480 | -3.27 | 6,096 | -8.04 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 42,433 | 1.37 | 4,661 | -3.76 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 249,432 | 1.47 | 26,627 | -14.44 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 1,887 | 3.34 | 207 | -1.90 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,382,136 | -8.79 | 151,814 | -13.40 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 947 | 3.05 | 104 | -1.89 | ||||
| 2025-06-26 | NP | UIVRX - MFS 内在价值基金 R6 | 192 | -14.29 | 20 | -28.57 | ||||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 95,921 | 0.00 | 10,536 | -5.06 | ||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 523 | -20.52 | 60 | -25.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 5,111 | 4.18 | 546 | -12.24 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 102,624 | -1.47 | 11,272 | -6.44 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 724,879 | 47.88 | 79,620 | 40.41 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 4,064 | 10.28 | 463 | 1.32 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 5,208,242 | 0.69 | 572,074 | -4.39 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 2,737 | 0.00 | 312 | -8.26 | ||||
| 2025-08-28 | NP | SMAP - 扩大中小型股票 ETF | 98 | -25.76 | 11 | -33.33 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 45,973 | -14.63 | 5,318 | -11.53 | ||||
| 2025-08-14 | 13F | 联信银行 | 69,582 | -1.50 | 7,643 | -6.47 | ||||
| 2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 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 | 39,143 | -16.26 | 4,299 | -20.49 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 1,793 | 0.00 | 197 | -5.31 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 26,375 | 7.82 | 2,897 | 2.40 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 10,383 | 1.91 | 1,140 | -3.23 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 411,114 | 4.35 | 45,157 | -0.92 | ||||
| 2025-05-15 | 13F | 财富管理资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 340 | 277.78 | 37 | 270.00 | ||||
| 2025-07-09 | 13F | 资本财富管理有限公司 | 1,862 | 0.00 | 205 | -5.12 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 234 | -69.05 | 25 | -74.74 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 1,488 | 0.00 | 159 | -15.96 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 143,908 | -1.92 | 15,807 | -6.88 | ||||
| 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 | 15,219 | -2.51 | 1,733 | -10.44 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 2,301 | 32.32 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 中小型价值投资组合 2 级 | 6,480 | 692 | ||||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 501,196 | 9.75 | 55,051 | 4.21 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 250,386 | -7.41 | 28,965 | -12.97 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 2,551 | -6.45 | 280 | -11.11 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 2,085 | 2.36 | 0 | |||||
| 2025-08-12 | 13F | 17 资本合伙公司 | 11,650 | -10.41 | 1,280 | -14.96 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 9,605 | 1,055 | ||||||
| 2025-08-29 | NP | KMDVX - Keeley Mid Cap Dividend Value Fund A 类 | 13,965 | 19.47 | 1,534 | 13.39 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 40,037 | -3.09 | 4,398 | -7.99 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 3,650 | 0.00 | 401 | -5.21 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 14,948 | 2.69 | 2 | 0.00 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 14,171 | 20.50 | 1,613 | 10.78 | ||||
| 2025-06-26 | NP | FAVFX - 富达顾问价值基金 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 | 3,400 | 363 | ||||||
| 2025-08-05 | 13F | 伯尼公司/ | 4,313 | -4.79 | 474 | -9.73 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 46,212 | -4.14 | 5,076 | -8.98 | ||||
| 2025-04-15 | 13F | TrimTabs 资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 韩国投资公司 | 101,334 | -19.96 | 11,131 | -24.01 | ||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 17,734 | -0.79 | 2,019 | -8.85 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 780 | 0.00 | 86 | -5.56 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 225 | 25 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 7,000 | 769 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 11,200 | 1,230 | |||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 23,304 | -2.16 | 2,560 | -7.11 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 2,810,213 | -2.50 | 308,674 | -7.42 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 1,353 | 0.00 | 154 | -7.78 | ||||
| 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 | 901 | 27.44 | 99 | 20.99 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 2,224 | 0.00 | 244 | -5.06 | ||||
| 2025-07-23 | 13F | 克拉克与斯图尔特公司 | 40,355 | -1.37 | 4,433 | -6.36 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 231,173 | 942.49 | 25,392 | 889.94 | ||||
| 2025-08-26 | NP | FSGS - 小型股美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,546 | 4.90 | 280 | -0.36 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 53,152 | 0.95 | 5,838 | -4.14 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 7 | 0.00 | 1 | |||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 6,441 | 10.23 | 707 | 4.74 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 101 | 0.00 | 11 | 0.00 | ||||
| 2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 12,174 | -1.12 | 1,300 | -16.62 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 5,385 | 2.24 | 575 | -13.81 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 628 | 1.78 | 69 | -2.86 | ||||
| 2025-04-29 | NP | SFYX - SoFi Next 500 ETF | 655 | -73.07 | 81 | -75.96 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 46,400 | 1.75 | 5,097 | -3.39 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 278,082 | -3.06 | 30,545 | -7.96 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 4,109 | 16.34 | 451 | 10.54 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,900 | 319 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 27,617 | 0.24 | 3,144 | -7.91 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,396 | 15.95 | 153 | 10.07 | ||||
| 2025-08-29 | NP | STXM-Strive 中型股 ETF | 618 | 6.19 | 68 | 0.00 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 2,999 | 0.00 | 329 | -4.91 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 7,679 | -21.35 | 844 | -25.33 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 11,111 | 1,220 | ||||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 2,737 | -11.51 | 301 | -5.96 | ||||
| 2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 2,264 | 0.00 | 249 | -4.98 | ||||
| 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 | 193 | -28.25 | 21 | -41.18 | ||||
| 2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Trajan 财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 46,959 | 31.40 | 5,158 | 24.75 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 44,702 | 0.00 | 4,910 | -5.05 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 300 | 0.00 | 33 | -5.88 | ||||
| 2025-08-26 | NP | Profunds - Profunds 中型价值副总裁 | 395 | 11.58 | 43 | 7.50 | ||||
| 2025-07-25 | NP | ABASX - AB 发现价值基金 A 类 | 295,538 | 33,644 | ||||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 266 | 8.57 | 29 | 3.57 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 757 | 1.07 | 83 | -3.49 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 44,583 | -1.81 | 4,897 | -6.78 | ||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 31,800 | -3.04 | 3,395 | -18.57 | ||||
| 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 | 4,361 | 0.00 | 479 | -4.96 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 4,086 | 0.00 | 449 | -5.08 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 2,856 | 0.00 | 325 | -7.93 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 5,802 | -0.94 | 1 | |||||
| 2025-08-04 | 13F | FRG 家族财富顾问有限责任公司 | 3,900 | 0.00 | 428 | -5.10 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 69,433 | 6.83 | 7,627 | 1.44 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 1,335,999 | -5.29 | 146,746 | -10.07 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 7,283 | 0.00 | 777 | -15.73 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 自由全明星股票基金 | 76,400 | -1.80 | 8,392 | -6.76 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 6,801 | 36.16 | 752 | 31.29 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 186,531 | 20.75 | 20,489 | 14.65 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 33,525 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 28,674 | 0.31 | 3,150 | -4.75 | ||||
| 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 | 170,372 | 0.00 | 18,187 | -15.68 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,053,671 | 115,735 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 45 | 0.00 | 5 | 0.00 | ||||
| 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 | 24,324 | 4.08 | 2,672 | -1.18 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 227 | 11.27 | 0 | |||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 104,458 | -14.23 | 11,474 | -18.56 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 185 | -55.31 | 20 | -57.45 | ||||
| 2025-05-30 | NP | RPMGX - T. Rowe Price 中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 873,600 | -12.34 | 101,058 | -17.60 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 20,202 | -17.82 | 2,219 | -21.98 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 2,955 | -2.89 | 325 | -7.95 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 67,491 | 3.82 | 7,205 | -12.47 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 7,059 | 58.74 | 817 | 49.18 | ||||
| 2025-07-30 | 13F | 道德公司 | 19,866 | 6.50 | 2,196 | 1.10 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 279 | 28.57 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | 748,662 | -18.72 | 82,233 | -22.82 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 56,672 | -18.54 | 6,050 | -31.32 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 187 | 0.00 | 21 | -4.76 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 3,408 | 0.00 | 374 | -5.08 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 32,996 | 7.36 | 3,624 | 1.94 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 223 | -18.91 | 24 | -22.58 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 7 | 0.00 | 1 | |||||
| 2025-03-25 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 48,935 | 89.91 | 6,195 | 89.16 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 5,037 | 4.63 | 538 | -11.82 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 13,800 | 0.00 | 1,596 | -6.01 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 8,262 | 0.04 | 907 | -5.03 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 36,367 | -26.19 | 3,995 | -29.92 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,775 | 1.82 | 2,721 | -3.30 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,843 | 7.65 | 202 | 2.02 | ||||
| 2025-07-23 | 13F | 劳鲁斯投资顾问公司 | 9,465 | 0.00 | 1,040 | -5.03 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 26,260 | 0.38 | 2,884 | -4.69 | ||||
| 2025-05-29 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 100,100 | -14.00 | 11,580 | -19.16 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 94 | 1.08 | 0 | |||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 2,730 | 0.00 | 300 | -5.08 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 13,965 | 1,534 | ||||||
| 2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 21,651 | -5.16 | 2,465 | -12.87 | ||||
| 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 | 58,794 | 1.33 | 6,276 | -14.55 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 400 | 0.00 | 46 | -6.12 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 41 | 0.00 | 5 | 0.00 | ||||
| 2025-05-13 | 13F | 克雷塞特资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,941 | 13.90 | 0 | |||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 12,542 | 497.81 | 1,378 | 469.01 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 5,979 | -3.24 | 657 | -8.12 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 531 | -0.93 | 64 | 14.55 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 436,587 | 3.49 | 47,955 | -1.73 | ||||
| 2025-08-28 | NP | JOPPX - 约翰逊机会基金 | 19,800 | 0.00 | 2,175 | -5.07 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级 | 16,485 | 15.91 | 1,811 | 10.03 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 39,339 | 1.14 | 4,321 | -3.98 | ||||
| 2025-06-25 | NP | HSMV - First Trust Horizon 管理波动性中小型 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 | 1,705 | 53.47 | 182 | 30.00 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 5,566 | -73.32 | 614 | -74.63 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 13,900 | 1,527 | ||||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 655 | 0.00 | 70 | -15.85 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 11,012 | -10.44 | 1,210 | -14.98 | ||||
| 2025-08-26 | NP | Spdr S&p Midcap 400 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,008,331 | -1.77 | 110,755 | -6.73 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 4,422 | -1.16 | 486 | -6.19 | ||||
| 2025-04-10 | 13F | 公园边缘顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 26,711 | -1.38 | 2,851 | -16.83 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 等投资顾问公司 | 20,302 | -25.55 | 2,230 | -29.33 | ||||
| 2025-05-14 | 13F | 阔叶合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 野村控股公司 | 3,647 | 401 | ||||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 6,449 | -6.39 | 708 | -11.06 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 155 | 0.00 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 2,120 | -44.39 | 233 | -47.27 | ||||
| 2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 50 | 6 | ||||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 1,501 | -19.78 | 160 | -32.20 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 15,787 | 0.00 | 1,685 | -15.67 | ||||
| 2025-08-28 | NP | ARIOX - 亚里士多德/索尔全球股票基金 I 类 | 5,200 | -10.34 | 571 | -14.78 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 3,895 | 428 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 3,503 | -72.42 | 385 | -73.86 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 10,046 | -0.99 | 1,103 | -5.97 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 50 | 16.28 | 5 | 25.00 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 6,668 | -6.53 | 732 | -11.27 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 6,445 | -0.49 | 708 | -5.61 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 42,936 | 26,568.32 | 4,716 | 26,100.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通中盘价值基金服务类别 | 25,659 | 9.11 | 2,818 | 3.60 | ||||
| 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 | 19,561 | 2.53 | 2,088 | -13.54 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 21,682 | 6.03 | 2,315 | -10.59 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 5,650 | -52.70 | 621 | -55.10 | ||||
| 2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 3,409 | -21.34 | 374 | -25.35 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 47,266 | 2.84 | 5,191 | -2.35 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,254 | 248 | ||||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 67,426 | -12.16 | 7,406 | -16.59 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 77,600 | 13.78 | 8,524 | 8.04 | ||||
| 2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 1,850 | 0.00 | 203 | -5.14 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 272 | 0.00 | 0 | |||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,723 | 4.19 | 1,107 | -4.33 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 62 | 0.00 | 7 | -14.29 | ||||
| 2025-07-29 | NP | VMIAX - 先锋材料指数基金海军上将股票 | 363,225 | -3.50 | 41,350 | -11.32 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 4 | -20.00 | 0 | |||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 293 | 4.64 | 32 | 0.00 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 4,708 | -0.11 | 517 | -5.14 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 1,365 | -6.63 | 146 | -21.62 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,129 | -49.44 | 131 | -52.55 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 II - DWS 小中型价值 VIP A 级 | 6,533 | 0.00 | 718 | -5.03 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 19,794 | -1.55 | 2,174 | -6.49 | ||||
| 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 | 11,044 | 0.00 | 1,213 | -5.01 | ||||
| 2025-08-28 | NP | MDYV - SPDR(R) S & P 400 中盘价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 95,120 | -1.70 | 10,448 | -6.67 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 3,051 | 0.00 | 335 | -4.83 | ||||
| 2025-06-26 | NP | FSMD - 富达中小因子 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 | 40,332 | 93.55 | 4,305 | 63.19 | ||||
| 2025-05-22 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 8,729 | -5.84 | 1,010 | -11.49 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 81,370 | -0.38 | 8,938 | -5.41 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 27,837 | 0.54 | 3,058 | -4.53 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,528 | -1.25 | 270 | -16.98 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 14,500 | 0.00 | 1,593 | -5.07 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 19 | 533.33 | 2 | |||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 381 | -3.54 | 42 | -8.89 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 1,328 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 3,305 | 0.00 | 363 | -4.97 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 5,069 | -49.01 | 554 | -51.10 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 229,750 | 3.35 | 25,236 | -1.87 | ||||
| 2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 134,879 | -8.42 | 15 | -17.65 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 38,139 | -0.20 | 4,189 | -5.23 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 1,315 | 29.94 | 152 | 22.58 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 7,136 | 784 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 107,714 | 0.00 | 11,831 | -5.05 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 17,814 | 10.07 | 1,902 | -7.18 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 957 | 111 | ||||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 183 | 0.00 | 20 | -4.76 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 27,147 | 4.43 | 2,982 | -0.86 | ||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 3,117 | 5.06 | 342 | -0.29 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,675,874 | 86,642.96 | 184,078 | 82,446.19 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 37,000 | -1.86 | 4,064 | -6.81 | |||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 17,595 | 0.03 | 1,926 | -6.37 | ||||
| 2025-08-08 | 13F | 创意策划 | 34,196 | -4.85 | 3,756 | -9.65 | ||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 1,515 | -1.94 | 166 | -6.74 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 5,605 | -2.11 | 616 | -7.10 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 1,996 | 0.10 | 219 | -4.78 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 220,182 | 10.04 | 23,504 | -7.22 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 4,600 | 0.00 | 505 | -5.08 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 4,164 | 457 | ||||||
| 2025-07-09 | 13F | 哈丁资本合伙有限公司 | 3,375 | 0.00 | 379 | -2.82 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 362,282 | -1.45 | 39,793 | -6.42 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 100 | 0.00 | 11 | -9.09 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,944 | 28.91 | 208 | 8.95 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 11,194 | 2.45 | 1,230 | -2.69 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 中盘相对价值 VIP 基金 | 10,782 | 29.59 | 1,184 | 23.08 | ||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 12,108 | -11.18 | 1,378 | -18.36 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 10,600 | -2.75 | 1,164 | -7.62 | |||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 38,150 | -0.39 | 4,190 | -5.42 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 10,571 | -0.48 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | 顾问首选有限责任公司 | 3,308 | 372 | ||||||
| 2025-05-22 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 58,000 | -0.34 | 6,709 | -6.33 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 694 | 0.00 | 76 | -5.00 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 167,350 | 167.55 | 18,382 | 154.06 | ||||
| 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 | 43,073 | 8.56 | 4,598 | -8.44 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 213,481 | 35.25 | 23 | 27.78 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 9,304 | -50.57 | 1,022 | -53.10 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 105 | 20.69 | 12 | 10.00 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Victory Sycamore 成立价值基金 3 级 | 50,400 | 0.00 | 5,536 | -5.06 | ||||
| 2025-08-27 | NP | RMBMX - 人民币SMID上限基金I类 | 8,358 | 0.00 | 918 | -4.97 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 31 | -20.51 | 3 | -25.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类 | 39,102 | -13.88 | 4,295 | -18.24 | ||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 6,930 | -6.73 | 802 | -12.36 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 2,250 | 0.00 | 247 | -5.00 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 14,415 | -4.25 | 2 | 0.00 | ||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 146,701 | -17.25 | 16,114 | -21.43 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 23,577 | -11.07 | 2,590 | -15.59 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 斯皮斯索森资本集团公司 | 168,804 | 2.03 | 19 | -5.26 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,084 | -3.73 | 119 | -8.46 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 7,136 | 784 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 34,342 | 13.11 | 3,666 | -4.61 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,348 | 0.17 | 258 | -5.17 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,376 | 368.03 | 151 | 403.33 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 903 | -14.49 | 99 | -23.26 | ||||
| 2025-07-10 | 13F | 信任点公司 | 3,632 | -24.63 | 399 | -28.55 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 353,167 | -43.77 | 38,792 | -45.88 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 5,978 | 0.00 | 638 | -15.61 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 34,335 | -0.77 | 3,771 | -5.77 | ||||
| 2025-08-27 | NP | LQPE - PEO AlphaQuest(TM) 主题 PE ETF | 303 | 49.26 | 33 | 43.48 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 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 | 346,206 | 38,027 | ||||||
| 2025-04-29 | NP | HSMNX - Horizon 美国防御性中小盘基金投资者类别 | 34,872 | 93.83 | 4,320 | 73.08 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 3,500 | 384 | ||||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 86,538 | -3.27 | 9,505 | -8.16 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 18,150 | 0.00 | 1,994 | -5.05 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 5,517 | 0.00 | 606 | -5.17 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 6,800 | 7.94 | 747 | 2.47 | ||||
| 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 | 7,189 | 0.00 | 790 | -5.05 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 23 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 8,555 | 0.00 | 940 | -5.06 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 22,272 | 31.37 | 2,378 | 10.76 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 3,110 | 17.31 | 354 | 7.93 | ||||
| 2025-05-21 | NP | DFVE-DoubleLine财富500指数等权重ETF | 244 | 6.09 | 28 | 0.00 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 230 | 0.00 | 25 | -3.85 | ||||
| 2025-08-26 | NP | BTSMX - 波士顿信托 SMID 上限基金 | 111,457 | 4.82 | 12,242 | -0.47 | ||||
| 2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 10,590 | -53.83 | 1,163 | -56.16 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 6,806 | -22.18 | 727 | -34.42 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 1,150 | -4.17 | 126 | -8.70 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 116,035 | 0.00 | 12,745 | -5.04 | ||||
| 2025-05-23 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 111 | 3.74 | 13 | -7.69 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 6,670 | 0.00 | 733 | -5.06 | ||||
| 2025-05-15 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 2,130 | -1.21 | 234 | -6.43 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 20,067 | -17.18 | 2,204 | -21.34 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 266,812 | 0.00 | 29,307 | -5.05 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 1,713 | -55.00 | 188 | -57.27 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 25,553 | -75.88 | 2,897 | -76.36 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 37,010 | -0.40 | 4 | 0.00 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 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 | 65,025 | 0.82 | 7,402 | -7.36 | ||||
| 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 | 17,817 | 17.74 | 2,028 | 8.22 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 5 | 25.00 | 1 | |||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 14,714 | 2.61 | 1,616 | -2.53 | ||||
| 2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 19,207 | 0.48 | 2,432 | 4.74 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 14,809 | 423.66 | 1,627 | 397.25 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 | 58,505 | -6.27 | 6,426 | -11.00 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 顾问资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | BLES - 激励全球希望 ETF | 2,643 | 6.87 | 301 | -1.96 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 18,152 | -11.50 | 1,994 | -15.98 | ||||
| 2025-08-26 | NP | SMIG - AAM Bahl & Gaynor 中小型股收入增长 ETF | 165,298 | 15.01 | 18,156 | 9.20 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿中盘股指数投资组合 A 类 | 49,507 | -4.11 | 5,438 | -8.96 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 3,207 | -1.90 | 352 | -6.88 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 509 | 14.38 | 56 | 7.84 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 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 | 17,900 | 1,911 | ||||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 36,100 | 0.28 | 3,965 | -4.78 | ||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 2,038 | 224 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 4,670 | -21.78 | 513 | -25.80 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 3 | 0.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultramid-cap | 267 | -15.77 | 29 | -19.44 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 147,848 | 2.48 | 16,240 | -2.69 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 2,896 | 0.00 | 0 | |||||
| 2025-05-28 | 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 | 1,287 | 97.70 | 149 | 85.00 | ||||
| 2025-05-07 | 13F | 优势信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 5,664 | -19.14 | 622 | -23.21 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 13,960,751 | -0.96 | 1,533,449 | -5.96 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 20,843 | 31.11 | 2,373 | 20.47 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 1,268 | -84.81 | 147 | -85.78 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 13,672 | -0.01 | 1,502 | -5.06 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 15,980 | 0.35 | 1,755 | -4.72 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 13,525 | 0.00 | 1,444 | -15.71 | ||||
| 2025-03-26 | NP | DVRAX - MFS 全球另类策略基金 A | 358 | -6.04 | 45 | -6.25 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -78,380 | 168.10 | -8,609 | 154.63 | |||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 8,167 | 6.06 | 930 | -2.52 | ||||
| 2025-06-23 | NP | MLPIX - 中型价值深度投资者类别 | 114 | -93.79 | 12 | -94.83 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 2,518 | -19.96 | 277 | -23.97 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 2,997,320 | -4.31 | 329 | -9.12 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 33,723 | 8.23 | 3,600 | -8.75 | ||||
| 2025-05-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 738 | 0.00 | 81 | -4.71 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 144,755 | -31.41 | 15,900 | -34.87 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 119,980 | -68.97 | 13,179 | -70.53 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 571,595 | 4.49 | 62,738 | 0.94 | ||||
| 2025-08-07 | 13F | 辛辛那提专业保险商保险公司 | 80,000 | 0.00 | 8,787 | -5.05 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 2,241 | 1.68 | 246 | -3.15 | ||||
| 2025-08-26 | NP | IJMAX - VY(R) 摩根大通中盘价值投资组合 ADV 级 | 21,665 | 3.92 | 2,380 | -1.33 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 9,792 | -2.45 | 1,076 | -7.41 | ||||
| 2025-08-26 | NP | NOMIX - 北方中型股指数基金 | 85,413 | -4.31 | 9,382 | -9.14 | ||||
| 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 | 1,312 | 0.00 | 144 | -4.64 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL 中型股指数基金 2 级 | 20,983 | -1.76 | 2,305 | -6.72 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 42,169 | 0.00 | 4,502 | -15.68 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 13,657 | -2.30 | 1,500 | -7.24 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 5,161 | 2.08 | 567 | -3.08 | ||||
| 2025-06-17 | NP | CFGRX - 成长基金股票 | 15,540 | 2.27 | 1,659 | -13.78 | ||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 8,000 | 0.00 | 879 | -5.08 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 63,099 | -3.36 | 6,931 | -8.25 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 110,792 | 1,614.78 | 12,169 | 1,529.05 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 540 | -46.43 | 59 | -49.14 | ||||
| 2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 109,559 | 0.69 | 12,472 | -7.47 | ||||
| 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 | 4,572 | 0.00 | 520 | -8.13 | ||||
| 2025-05-13 | 13F | 标准人寿安本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-17 | NP | CFAGX - 中型成长基金股票 | 19,880 | 3.73 | 2,122 | -12.53 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 286 | 0.00 | 31 | -16.67 | ||||
| 2025-05-28 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 83 | -25.23 | 10 | -30.77 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 中期增长系列 | 12,108 | 20.12 | 1,330 | 13.98 | ||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 5,910 | 0.24 | 649 | -4.84 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 3,269 | -1.27 | 359 | -6.27 | ||||
| 2025-04-17 | 13F | 重新平衡有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 28,768 | 48.92 | 3,160 | 41.41 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | CZA - Invesco Zacks 中型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,808 | -7.94 | 1,581 | -22.40 | ||||
| 2025-07-23 | 13F | 普拉萨德财富合伙人有限责任公司 | 2,223 | -0.04 | 244 | -5.06 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 12,031 | 5.19 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 146,811 | -92.62 | 16 | -93.04 | ||||
| 2025-06-30 | NP | PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF | 3,194 | 22.89 | 341 | 45.30 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 4,858 | 7.64 | 596 | 27.14 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 24,305 | 0.03 | 2,670 | -5.02 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 272,072 | -16.16 | 29,884 | -20.40 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,903 | 0.00 | 209 | -5.00 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 6,687 | 6.38 | 734 | 0.96 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 7,846 | 0.14 | 862 | -4.97 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 多元化信托公司 | 8,198 | -36.79 | 900 | -40.00 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 3,700 | 0.00 | 406 | -5.14 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 12,989 | -8.40 | 1,479 | -15.83 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 3,128 | -20.47 | 356 | 10.22 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 314,045 | 8.00 | 34,495 | 2.54 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 2,934 | -10.17 | 322 | -14.59 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 9 | -66.67 | 1 | -100.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 726 | 14.15 | 80 | 8.22 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 21,980 | 0.81 | 2,346 | -15.00 | ||||
| 2025-05-14 | 13F | 基利-提顿顾问有限责任公司 | 14,727 | 1.06 | 1,704 | -5.02 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 288,063 | -3.61 | 31,641 | -8.48 | ||||
| 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 | 130,019 | 3.80 | 14,801 | -4.62 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 48,623 | -3.72 | 5,341 | -8.59 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Index 400 中型基金 1 级 | 9,729 | 0.00 | 1,069 | -5.07 | ||||
| 2025-07-22 | NP | GSMYX - 高盛机构中小盘增长基金 | 172,139 | -9.19 | 19,596 | -16.56 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 279,460 | 0.39 | 30,696 | -4.68 | ||||
| 2025-08-07 | 13F | 辛辛那提保险公司 | 1,033,303 | 0.00 | 113,498 | -5.05 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 2,404 | -4.94 | 264 | -9.59 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 9,365 | 0.00 | 1,029 | -5.08 | ||||
| 2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 2,020 | -3.95 | 222 | -9.05 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 12,820,673 | -5.24 | 1,408,223 | -10.02 | ||||
| 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 | 50,530 | 2.89 | 5,752 | -5.46 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 19,111 | 7.59 | 2,099 | 2.19 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 2,072 | -2.26 | 228 | -7.35 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 8,469 | -13.27 | 930 | -1.69 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 789 | 0.38 | 87 | -4.44 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 3,055 | 564.13 | 336 | 532.08 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 7,335 | -5.17 | 806 | -9.96 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 2,391 | 0.00 | 263 | -5.07 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,568 | -5.08 | 3,797 | -19.97 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 1,933 | 0.00 | 212 | -4.93 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 51,520 | -10.70 | 5,960 | -16.06 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 600 | 200.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 7,900 | 61.22 | 1 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 5,483 | 1.90 | 585 | -14.10 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 13,704 | -7.49 | 1,560 | -14.99 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,328 | 8.85 | 146 | 2.84 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 23,139 | -2.33 | 2,542 | -7.26 | ||||
| 2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 180,193 | 0.62 | 19,792 | -4.46 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 9,135 | 0.00 | 975 | -15.66 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 塞伊投资公司 | 609,554 | 5.22 | 66,954 | -0.10 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 7,631 | -7.30 | 838 | -11.97 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 149,200 | -12.75 | 17,259 | -17.98 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 66,901 | -1.40 | 7,348 | -6.38 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 4,888 | 0.00 | 565 | -5.99 | ||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,825 | 0.00 | 226 | -10.67 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 60 | -25.00 | 7 | -33.33 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 24,934 | 398.48 | 2,739 | 373.88 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | MIDE - Xtrackers S&P MidCap 400 ESG ETF | 335 | -31.63 | 38 | -36.67 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 244,066 | 2.23 | 26,808 | -2.93 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 17,642 | 0.00 | 1,938 | -5.05 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 4 | 0 | ||||||
| 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 | 1,357 | 3.51 | 149 | -1.32 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 3,790 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | 防波堤资本集团 | 3,000 | 0.00 | 330 | -5.19 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 9,056 | 0.00 | 967 | -15.71 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 2,238 | 0.00 | 246 | -5.77 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,795 | -44.34 | 197 | -47.18 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 800 | 0.00 | 91 | -8.08 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 11,689 | -1.72 | 1,284 | -6.69 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 24,000 | 48.15 | 2,636 | 40.66 | |||
| 2025-06-25 | NP | IQSM - IQ Candriam ESG 美国中型股票 ETF | 13,656 | -0.79 | 1,458 | -16.36 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 312 | 0.00 | 34 | -10.53 | ||||
| 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 | 154,445 | 0.00 | 16,487 | -15.68 | ||||
| 2025-08-14 | 13F | 投资公司 | 2,275 | 0.00 | 250 | -5.32 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 30 | -75.21 | 3 | -78.57 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 中盘价值基金机构类 | 34,297 | 3.05 | 3,767 | -2.13 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 763 | 2.01 | 84 | -3.49 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 2,511 | -58.16 | 276 | -60.37 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 3,745 | -35.53 | 433 | -39.36 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 58,571 | 0.49 | 6,433 | -4.58 | ||||
| 2025-07-29 | NP | VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund 机构股票 | 61,068 | -1.56 | 6,952 | -9.55 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 56 | 0.00 | 6 | 0.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中盘指数基金标准类别 | 40,174 | -0.83 | 4,413 | -5.85 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 38,906 | 0.00 | 4 | 0.00 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 1,475 | -3.47 | 162 | -7.95 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 7,071 | 2.93 | 777 | -2.27 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 5,339 | -0.78 | 586 | 3.17 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 12,028 | 0.45 | 1,284 | -15.31 | ||||
| 2025-08-07 | 13F | 第1620章 | 6,397 | 2.76 | 703 | -2.50 | ||||
| 2025-05-30 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 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 | 16,700 | -9.73 | 1,932 | -15.16 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 60,678 | -0.17 | 6,477 | -15.83 | ||||
| 2025-05-30 | NP | TQGEX - T. Rowe Price QM 全球股票基金 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 | 1,618 | 39.97 | 187 | 31.69 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 750,667 | 0.01 | 82,454 | -5.03 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 4,352 | 0.00 | 478 | -4.97 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 11,087 | 0.00 | 1,218 | -5.07 | ||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 687,683 | -2.42 | 73,410 | -17.72 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,767 | -34.72 | 524 | -38.03 | ||||
| 2025-06-25 | NP | FMAT - 富达 MSCI 材料指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,623 | -23.23 | 4,337 | -35.26 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 690 | 0.00 | 87 | 0.00 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 2,200 | -12.00 | 242 | -16.61 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 165 | 0.00 | 18 | -5.26 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 16,615 | 27.58 | 1,825 | 21.12 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 12,422 | 15.07 | 1,364 | 9.29 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 32,118 | 0.31 | 3,528 | -4.75 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 101 | 0.00 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 37,535 | 0.95 | 4,123 | -4.16 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 24 | 9.09 | 3 | 0.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 | 30,238 | 0.31 | 3,321 | -4.76 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 6,086 | 650 | ||||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 406 | 0.00 | 43 | -15.69 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 397 | 0.76 | 44 | -10.42 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 19,440 | -14.58 | 2,135 | -18.88 | ||||
| 2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 575 | 11.65 | 61 | -6.15 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 7,572 | -41.46 | 832 | -44.45 | ||||
| 2025-05-27 | NP | IWP - iShares Russell 中型成长 ETF | 170,758 | 3.29 | 19,753 | -2.91 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 85,154 | -11.61 | 9,353 | -16.07 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 21,000 | 2,307 | ||||||
| 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 | 44 | 46.67 | 5 | 33.33 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 117,780 | 0.00 | 12,937 | -5.05 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 4,043 | 0.00 | 444 | -4.93 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,609 | 10.22 | 599 | -7.14 | ||||
| 2025-07-29 | NP | Voya 全球优势及优质机会基金 | 7,093 | -4.88 | 807 | -12.57 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 660 | -18.32 | 72 | -27.27 | ||||
| 2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 2,890 | -6.44 | 317 | -11.20 | ||||
| 2025-05-15 | 13F | 德肖公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 20,105 | 5.39 | 2,326 | -0.94 | ||||
| 2025-05-30 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 94 | 11 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 41,195 | -23.98 | 4,523 | -27.29 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 2,807 | 3.20 | 308 | -1.91 | ||||
| 2025-04-09 | 13F | 港口投资咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 4,000 | -23.11 | 439 | -28.96 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 5,280 | -0.38 | 564 | -15.97 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 70,200 | -6.15 | 7,711 | -10.89 | ||||
| 2025-07-28 | NP | VMIDX - 中型股指数基金 | 115,837 | -4.44 | 13,187 | -12.20 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 240,929 | -1.89 | 26,464 | -6.85 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 114,719 | 2.98 | 12,601 | -2.22 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | WFA资产管理公司 | 301 | 0.33 | 32 | -8.57 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 97,315 | -0.81 | 11 | -9.09 | ||||
| 2025-04-17 | NP | FLSPX - SPECTRUM FUND 零售类 | 1,304 | -32.33 | 151 | 31.58 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 6,152 | 676 | ||||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 61,293 | 0.52 | 6,732 | -4.55 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 3,945 | -9.81 | 433 | -14.26 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 6,195 | 680 | ||||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 3 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 12,419 | 33.32 | 1,364 | 26.65 | ||||
| 2025-05-30 | NP | PMEGX - T. Rowe Price 机构中型股票成长基金 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 | 134,800 | -17.85 | 15,594 | -22.78 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 31,849 | 29.92 | 3,498 | 23.39 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 2,249 | -60.36 | 247 | -62.35 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value 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 | 876 | -6.81 | 94 | -21.85 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,162 | -0.68 | 132 | -8.33 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 30,585 | -0.49 | 3 | 0.00 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 9,777 | -1.88 | 1,113 | -9.81 | ||||
| 2025-04-21 | 13F | 奥格合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 6,078 | 0.56 | 668 | -4.58 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 67,693 | -1.23 | 7 | 0.00 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 11,026 | 1.98 | 1,211 | -3.12 | ||||
| 2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 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 | 16,997 | -2.45 | 1,935 | -10.38 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 5,942 | -19.58 | 1 | |||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 1,837 | -70.39 | 0 | |||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 115 | 47.44 | 13 | 33.33 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 4,253 | 2.66 | 467 | -2.51 | ||||
| 2025-07-24 | NP | FMCDX - 富达顾问选股中盘基金 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 | 154,100 | -18.77 | 17,543 | -25.36 | ||||
| 2025-05-22 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 17,782 | -47.30 | 2,057 | -50.46 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 11,583 | 33.69 | 1,272 | 26.95 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 17,439 | -16.13 | 1,915 | -20.37 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始 | 22,423 | -11.45 | 2,463 | -15.94 | ||||
| 2025-05-14 | 13F | 第一资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PEDGX - EDGE 机构中型基金 | 12,538 | -6.74 | 1,427 | -14.29 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 3,461 | 19.02 | 0 | |||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | TINT - ProShares 智能材料 ETF ProShares 智能材料 | 591 | 67 | ||||||
| 2025-08-26 | NP | FTDS - 第一信托全美国市场 AlphaDEX 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 | 4,623 | 11.83 | 508 | 6.07 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 2,511 | -4.63 | 276 | -9.54 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 1,644 | 0.00 | 181 | -5.26 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 15,478 | -16.96 | 1,700 | -21.15 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 12 | -70.73 | 1 | -75.00 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 13 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 10,984 | 97.41 | 1,206 | 87.56 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 48,413 | 5.14 | 5,318 | -0.17 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,133 | 8.55 | 3,644 | -8.47 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 4,428 | -48.50 | 486 | -51.11 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 82,206 | -30.79 | 9 | -30.77 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,565 | 129.47 | 181 | 118.07 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 维斯特科公司 | 2,247 | -0.35 | 0 | |||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 59,374 | 2.08 | 7 | 0.00 | ||||
| 2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 259 | 47.16 | 28 | 22.73 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 21 | 2 | ||||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 19,497 | 0.00 | 2,142 | -5.06 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 82,942 | 2.60 | 9,110 | -2.58 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 128,568 | 1.06 | 14,122 | -4.04 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 5,436 | 0.57 | 614 | 3.89 | ||||
| 2025-04-09 | 13F | 中心星资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 122 | 125.93 | 13 | 116.67 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 13,100 | 6.38 | 1,398 | -10.67 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 17,726 | -5.71 | 1,892 | -20.47 | ||||
| 2025-04-09 | 13F | 中心星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 10 | 1 | ||||||
| 2025-07-28 | NP | XMLV - Invesco S&P MidCap 低波动性 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 | 79,879 | 4.68 | 9,093 | -3.82 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 9,779 | 16.99 | 1,113 | 7.54 | ||||
| 2025-04-28 | 13F | Hgk资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 95,433 | -0.10 | 10,482 | -5.15 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,421 | -30.24 | 156 | -33.62 | ||||
| 2025-07-28 | NP | RWK - Invesco S&P MidCap 400 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 | 20,706 | -8.81 | 2,357 | -16.21 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 6,990 | 4.48 | 768 | -0.78 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 7,884 | 0.00 | 866 | -5.15 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 556 | 9.88 | 59 | -7.81 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 4,383 | -29.91 | 481 | -33.47 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 1,023 | 0.00 | 112 | -5.08 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,351,000 | 0.00 | 250,969 | -15.68 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 6,100 | 4.27 | 670 | -0.89 | ||||
| 2025-08-28 | NP | IJJ - iShares S&P Mid-Cap 400 价值 ETF | 307,091 | -1.33 | 33,731 | -6.31 | ||||
| 2025-08-08 | 13F | KBC 集团 | 27,853 | 26.14 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,832 | 201 | ||||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 2,098 | 230 | ||||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 39,575 | 2,114.61 | 4,347 | 2,009.71 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 2,246 | -16.47 | 247 | -20.90 | ||||
| 2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 472 | 23.88 | 50 | 4.17 | ||||
| 2025-05-27 | NP | GFSYX - 机构战略另类基金 | 1,210 | 0.00 | 140 | -6.08 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,290,120 | 4.69 | 141,720 | -0.57 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 3,050 | -4.69 | 335 | -9.46 | ||||
| 2025-06-25 | NP | ACWDX - AMG 管理公司 LMCG 小盘成长基金 N 类股票 | 3,920 | -10.48 | 418 | -24.55 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 150 | 0.00 | 16 | -5.88 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1,511 | 0.33 | 166 | -5.17 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 3,862 | 28.14 | 424 | 21.84 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 5,941 | 0.00 | 653 | -5.09 | ||||
| 2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 184,025 | 23.44 | 20,213 | 17.21 | ||||
| 2025-04-23 | 13F | 西方财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 2,460 | -1.72 | 270 | -6.57 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 5,865 | 644 | ||||||
| 2025-08-26 | NP | TQSMX - T. Rowe Price QM 美国中小盘核心股票基金 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 | 29,718 | -34.29 | 3,264 | -37.60 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 3,536 | 24.86 | 388 | 18.65 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 签名有限责任公司 | 1,095 | 180.77 | 120 | 166.67 | ||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 3,228 | 0.00 | 355 | -5.09 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 100,009 | 10,676 | ||||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,398 | 2.58 | 3,565 | -13.49 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 318 | 0.00 | 34 | 0.00 | ||||
| 2025-04-29 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 中小盘价值基金初始类别 | 15,189 | 1,668 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 24,833 | 7.71 | 2,651 | -9.18 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 1,939 | 0.00 | 213 | -5.36 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 12,525 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 4,251 | 10.10 | 467 | 4.48 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 15,858 | 2.48 | 1,742 | -2.74 | ||||
| 2025-05-15 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 1,035 | 37.82 | 114 | 34.12 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 0 | -100.00 | 48 | 95.83 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 10,282 | 49.14 | 1,129 | 41.66 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 61 | 7 | ||||||
| 2025-05-09 | 13F | 安联保险 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 11,008 | -12.09 | 1,175 | -25.87 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 400 | 0.00 | 44 | -6.52 | ||||
| 2025-05-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,093 | 17.78 | 126 | 10.53 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 70,271 | 91.09 | 7,719 | 81.43 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 85 | 608.33 | 9 | 800.00 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 6,255 | -57.34 | 687 | -59.47 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 3,732 | -4.36 | 398 | -19.27 | ||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 中型股股票投资组合 - 初始股 | 8,791 | -1.46 | 966 | -6.40 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 1,405 | -9.06 | 160 | -16.75 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 4,933 | 3,302.07 | 542 | 3,281.25 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 14,422 | 0.00 | 1,584 | -5.04 | ||||
| 2025-08-29 | NP | GWGIX - Amg Gw&k 中小盘基金 I 类 | 88,173 | -1.37 | 9,685 | -6.35 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 169,123 | 8.54 | 19,253 | -0.27 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,237 | 47.79 | 132 | 25.71 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,035 | 107.00 | 118 | 91.80 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 22,900 | 2,515 | ||||||
| 2025-07-31 | 13F | 城邦银行 | 186 | 0.00 | 20 | -4.76 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 15,230 | -2.23 | 1,673 | -7.21 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 17,924 | 237.81 | 1,969 | 221.04 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 2,852 | 5.01 | 313 | -0.32 | ||||
| 2025-05-30 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 1,895 | 12.46 | 219 | 5.80 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 1,261 | -15.14 | 138 | -19.30 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 1 | -95.83 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 128 | 0.00 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 2,050 | 0.00 | 225 | -5.06 | ||||
| 2025-08-14 | 13F | 达格科公司 | 2,355 | 0.21 | 259 | -4.80 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 2,500 | 0.00 | 275 | -5.19 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 343 | -12.05 | 38 | -17.78 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 11,490 | 2.07 | 1,262 | -3.07 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 346 | 0.00 | 38 | -5.00 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 300 | 0.00 | 33 | -5.88 | ||||
| 2025-05-22 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 7,700 | -39.37 | 891 | -43.02 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 22,219 | -86.92 | 2,441 | -87.58 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 5,629 | -2.78 | 618 | -7.62 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 13,900 | 0.00 | 1,527 | -5.04 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 613,231 | 0.81 | 67 | -4.29 | ||||
| 2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 13,987 | 0.00 | 1,592 | -8.08 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 36,800 | 0.70 | 4,042 | -4.38 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 65,392 | 7,183 | ||||||
| 2025-03-28 | NP | LSEQ - Harbor 多空股票 ETF | 1,041 | -39.34 | 132 | -39.91 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 846,235 | 2.01 | 92,950 | -3.14 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 824,725 | 0.00 | 90,588 | -5.05 | ||||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 6,257 | 18.24 | 712 | 8.70 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 3,767 | -72.96 | 414 | -74.36 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 720 | 0.00 | 79 | -4.82 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 3,548 | 50.59 | 405 | 39.79 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 1,837 | -10.30 | 202 | -14.83 | ||||
| 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 | 2,379 | 2.72 | 271 | -5.59 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 11,100 | 1,227 | |||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 45,231 | -0.77 | 4,967 | -5.79 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 51 | 10.87 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 4,953 | 0.63 | 544 | -4.39 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 156 | 0.00 | 17 | -5.56 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 3,541 | -0.92 | 389 | -6.05 | ||||
| 2025-07-30 | NP | PAVE - Global X 美国基础设施发展 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 778,482 | -5.13 | 88,622 | -12.83 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 20,887 | -0.39 | 2,294 | -5.40 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 6,609 | -3.69 | 726 | -8.58 | ||||
| 2025-07-08 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 9,729 | 0.00 | 1,069 | -5.07 | ||||
| 2025-08-26 | NP | WASMX - Walden SMID 上限基金 | 48,083 | 23.70 | 5,281 | 17.46 | ||||
| 2025-07-25 | NP | PMDAX - 中小型股股息收入基金 A 类 | 201,245 | 5.10 | 22,910 | -3.43 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 5,805 | 1 | ||||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 7,742 | -0.18 | 826 | -15.80 | ||||
| 2025-05-14 | 13F | 扎克斯投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 8 | 166.67 | 1 |
