机构投资人持股和股东
Bristol-Myers Squibb Company (GB:0R1F) 有 3511 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 1,949,079,179 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Jpmorgan Chase & Co, State Street Corp, Charles Schwab Investment Management Inc, Capital International Investors, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, SCHD - Schwab U.S. Dividend Equity ETF, and Geode Capital Management, Llc .
Bristol-Myers Squibb Company (LSE:0R1F)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
The share price as of September 9, 2025 is 47.00 / share. Previously, on September 10, 2024, the share price was 49.08 / share. This represents a decline of 4.24% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | CWM有限公司 | 599,579 | 0.03 | 28 | -25.00 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 369,275 | 0.86 | 17,093 | -23.45 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 153,476 | -1.73 | 7,104 | -25.42 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 17,769 | 1.76 | 858 | -17.68 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 5,989 | -41.34 | 277 | -55.47 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 32,000 | 0.00 | 1,481 | -24.09 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 116,815 | -18.32 | 5,409 | -38.00 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 13,812 | 2.83 | 639 | -21.98 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 1,436 | 0.00 | 66 | -24.14 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 953 | 62.07 | 44 | 25.71 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 34,372 | -5.45 | 1,591 | -28.24 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 84,712 | -3.45 | 3,921 | -26.72 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 23,702 | -7.39 | 1,097 | -29.68 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 275 | 0.00 | 13 | -25.00 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 475,575 | -42.97 | 22,014 | -56.72 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 5,138 | -99.46 | 238 | -99.59 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 587,740 | 1.38 | 27,206 | -23.05 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 668 | 0.00 | 31 | -25.00 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 164,406 | 74.09 | 7,610 | 152,100.00 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 11,446 | -26.45 | 530 | -44.26 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 36,376 | -1.89 | 1,684 | -25.56 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 16,616 | -0.25 | 814 | 2.52 | ||||
| 2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 46,816 | 11.93 | 2,760 | 18.31 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 2,020 | -96.46 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 4,430 | 0.00 | 205 | -24.07 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 1,200 | 0.00 | 56 | -24.66 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 19,646 | 1.05 | 909 | -23.29 | ||||
| 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 | 235,513 | 39.22 | 11,823 | 18.55 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 15,313 | -54.90 | 709 | -65.81 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 6,804 | 34.65 | 315 | 1.95 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 778,896 | -12.59 | 36,055 | -33.66 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 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 | 20,061 | 53.30 | 969 | 24.10 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 262,810 | 0.00 | 12,165 | -24.10 | ||||
| 2025-04-21 | 13F | 秋季荣耀合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 1,338,355 | 995.47 | 61,952 | 731.46 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,725 | 21.33 | 126 | -7.35 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 25,319 | -41.54 | 1,222 | -52.67 | ||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 28,903 | 22,658.27 | 1,338 | 16,612.50 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 32,942 | -6.88 | 1,525 | -29.35 | ||||
| 2025-08-13 | 13F | 米罗娃 | 4,675 | -68.42 | 216 | -76.05 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 138 | 0.00 | 6 | -25.00 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 872 | 44 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 163,252 | 7,557 | ||||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 23,551 | 11.35 | 1,090 | -15.44 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 11,825 | 1.79 | 547 | -22.74 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 3,665 | -6.43 | 170 | -28.99 | ||||
| 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 | 79,717 | -30.63 | 3,849 | -43.83 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 10,167 | -3.15 | 471 | -26.56 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 15,678 | -76.96 | 729 | -82.51 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 442 | 21.43 | 20 | -9.09 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 2,588 | 0.00 | 120 | -24.20 | ||||
| 2025-08-12 | 13F | 联合银行 | 86,163 | -20.26 | 3,988 | -39.48 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 5,090 | -4.02 | 236 | -27.24 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 20,076 | -3.52 | 929 | -26.79 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 3,867 | 179 | ||||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 14,340 | -2.05 | 664 | -25.67 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 10,671 | 4.48 | 494 | -20.74 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | GAM控股公司 | 185,063 | 0.31 | 8,567 | -23.86 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 9,835 | 5.00 | 457 | -9.15 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 270,474 | 18.42 | 12,520 | -10.12 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 17,236 | -6.23 | 1 | -100.00 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 19,900 | 0.00 | 921 | -24.07 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 12,348 | -82.54 | 572 | -86.76 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 22,159 | -5.57 | 1,351 | -9.93 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 9,500 | -3.55 | 440 | -26.83 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 19,022 | -92.74 | 881 | -94.50 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 103,173 | -7.87 | 4,776 | -30.09 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 6,167 | -19.67 | 285 | -21.92 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 880 | 44 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 499,533 | -0.92 | 23,123 | -24.80 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 49,501 | 22.00 | 2,390 | -1.24 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 77,483 | -1.77 | 3,587 | -25.46 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 122 | 1.67 | 6 | -28.57 | ||||
| 2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 1,000 | -33.33 | 46 | -39.47 | ||||
| 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 | 9,751 | 79.48 | 451 | 36.25 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 458,025 | 269.74 | 22,113 | 189.55 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 16,674 | -4.74 | 772 | -27.74 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 65,659 | -32.11 | 3,039 | -48.47 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 4,813 | 2.60 | 242 | -12.68 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 334,860 | -0.31 | 15,501 | -24.33 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 855 | 40 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 1,575 | -5.91 | 79 | -19.39 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 998 | -4.13 | 46 | -26.98 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 864,756 | 203.86 | 40,030 | 130.62 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 46,001 | -1.26 | 2,309 | -15.91 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 4,286 | -4.27 | 198 | -27.47 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 15,055 | 39.24 | 697 | 5.61 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 39,902 | -1.07 | 1,847 | -24.89 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 53,510 | -2.74 | 2,686 | -17.18 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 6,313 | 1.46 | 292 | -22.96 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 173,075 | -2.42 | 8,012 | -25.94 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 22,444 | -26.74 | 1,039 | -44.43 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 12,873 | 57.35 | 596 | |||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 60,465 | 4.43 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 179 | -20.09 | 8 | -38.46 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 9,497 | -1.54 | 440 | -25.34 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 992,902 | 11.46 | 45,961 | -15.40 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 56,832 | 389.97 | 2,631 | 272.14 | ||||
| 2025-08-07 | 13F | 第1620章 | 14,109 | 2.13 | 653 | -22.45 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 5,062 | 4.33 | 234 | -20.68 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 131,300 | 31.17 | 6,079 | -0.38 | |||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 4,459 | 206 | -80.57 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 247,700 | -47.19 | 11,469 | -59.89 | |||
| 2025-08-12 | 13F | 英国保诚集团 | 427,147 | 47.42 | 19,773 | 11.89 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 28,122 | 0.00 | 1,302 | -24.14 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 4,861,549 | -0.85 | 225,041 | -24.74 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 6,888 | -1.29 | 319 | -25.18 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 3,311 | 21.82 | 153 | -7.27 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 30,414 | -24.55 | 1,408 | -42.76 | ||||
| 2025-04-28 | NP | LOWV - AB 美国低波动性股票 ETF | 7,473 | 100.51 | 446 | 190.85 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 611,721 | -8.75 | 28,317 | -30.74 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 105,903 | 4,902 | ||||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 113,271 | 36.30 | 5,243 | 3.45 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | PEY - 景顺高收益股票股息实现者 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 | 357,143 | -13.00 | 17,929 | -25.91 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,746 | -4.22 | 81 | -27.93 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 15,424 | -7.82 | 714 | -30.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 7,692 | -45.15 | 356 | -58.36 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 1,388 | 53.71 | 70 | 30.19 | ||||
| 2025-03-28 | NP | CHGX - Stance 可持续 Beta ETF | 2,922 | 172 | ||||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 6,771 | -8.07 | 313 | -30.29 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 36,987 | 146.58 | 1,786 | 141.22 | ||||
| 2025-08-14 | 13F | 佩恩共同资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 23,610 | -0.39 | 1,093 | -24.43 | ||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 7,920 | 0.00 | 367 | -24.22 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 7,838 | -4.40 | 363 | -27.60 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 34,958 | 24.91 | 1,618 | -5.16 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 19,951 | 0.00 | 924 | -24.10 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 13,770 | 22.18 | 637 | -7.28 | ||||
| 2025-04-22 | NP | IEDAX - Voya 大盘价值基金 A 类 | 258,065 | 20.34 | 15,386 | 21.15 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 59,200 | 17.41 | 2,740 | -10.89 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 7,546 | 0.00 | 349 | -24.13 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 4,999 | 0.16 | 231 | -24.01 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 17,696 | -6.35 | 819 | -28.91 | ||||
| 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 | 6,829 | -58.61 | 316 | -68.59 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 4,806 | 0.00 | 222 | -24.23 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 77,259 | 47.10 | 3,576 | 11.65 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 52,362 | -1.97 | 2,424 | -25.61 | ||||
| 2025-07-30 | NP | ARCHX - 阿切尔平衡基金 | 8,550 | 0.00 | 413 | -19.06 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 2,317 | 17.32 | 107 | -10.83 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 7,344 | 104.91 | 282 | -24.26 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 4,863 | -11.92 | 225 | -33.04 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,404,444 | 0.60 | 65,012 | -23.65 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 18,188 | -3.75 | 1 | -100.00 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 10,190 | -3.80 | 564 | -15.70 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 223 | 10 | ||||||
| 2025-07-18 | 13F | 联合银行 | 18,098 | -5.24 | 838 | -28.09 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 19,510 | 104.04 | 903 | 54.89 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 6,680 | 0.21 | 323 | -18.89 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 1,125,683 | 1,538.67 | 52,108 | 1,143.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 2,726 | -1.16 | 126 | -25.00 | ||||
| 2025-08-14 | 13F | 安盛公司 | 2,746,873 | 47.73 | 127,153 | 12.13 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 8,752 | 405 | ||||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 7,860 | 4.55 | 0 | |||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 2,387 | -95.69 | 120 | -96.36 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 13,893 | -81.99 | 643 | -86.33 | ||||
| 2025-08-21 | NP | PPH - VanEck Vectors 制药 ETF | 567,488 | 12.67 | 26,269 | -14.49 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 136,610 | -19.12 | 6,324 | -38.62 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 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 | 153,250 | 1.69 | 7,094 | -22.83 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 348,796 | -5.67 | 16,146 | -28.41 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 1,172 | -8.29 | 54 | -29.87 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 16,613 | -0.30 | 769 | -24.31 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 1,019,150 | 0.71 | 47,176 | -23.56 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 365,469 | 238.99 | 16,918 | 157.29 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 221 | 0.00 | 11 | -15.38 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 162 | 1,700.00 | 7 | |||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 4,473 | 207 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 14,983 | 0.00 | 694 | -24.10 | ||||
| 2025-05-19 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 43,568 | 0.04 | 2,657 | 7.88 | ||||
| 2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 876,047 | -5.89 | 43,978 | -19.86 | ||||
| 2025-08-27 | NP | SENCX - Touchstone 大盘重点基金 A 类 | 825,047 | 0.00 | 38,191 | -24.10 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 291,031 | 0.00 | 14,610 | -14.85 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 75,365 | -58.53 | 3,489 | -68.53 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 4,979 | 151.72 | 240 | 105.13 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,131 | -88.54 | 53 | -91.36 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 7,851 | -31.65 | 363 | -48.14 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 6,887 | 62.54 | 319 | 23.26 | ||||
| 2025-08-19 | 13F | Marex 集团 | 12,772 | 591 | ||||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 38,453 | -1.41 | 1,780 | -25.19 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 10,812 | -8.37 | 500 | -30.46 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 12,777 | 591 | ||||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 18,934 | -13.72 | 876 | -34.53 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 1,058 | 0.95 | 49 | -23.81 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 600 | 0.00 | 28 | -25.00 | ||||
| 2025-08-14 | 13F | 贝多资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 31,007 | 8.28 | 1,497 | -12.30 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 4,042 | -9.57 | 203 | -23.19 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 5,618 | -11.12 | 260 | -32.47 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 455 | 0.00 | 21 | -22.22 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 655 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 18,008 | 0.22 | 834 | -23.93 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 新南方资本管理公司 | 7,189 | 0.00 | 333 | -24.20 | ||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | DODBX - 道奇考克斯平衡基金 | 254,000 | -45.67 | 15,491 | -41.41 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 4,577 | -2.03 | 212 | -25.70 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 5,287 | -0.56 | 245 | -24.69 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 3,348 | -3.71 | 155 | -27.36 | ||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 4,801 | -14.28 | 229 | -19.72 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 13,365 | 17.81 | 619 | -10.56 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 218,152 | -6.85 | 10,098 | -29.30 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 51,047 | 2 | ||||||
| 2025-08-13 | 13F | Rhenman & Partners 资产管理公司 | 0 | -100.00 | 0 | |||||
| 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 | 3,213 | -7.35 | 189 | -2.07 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 14,139 | 0.05 | 654 | -24.04 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 36,849 | 9.59 | 1,706 | -16.83 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 19,119 | -2.32 | 885 | -25.82 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 14,331 | 0.00 | 874 | 7.90 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 267,689 | -2.01 | 12 | -25.00 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 5,656 | 262 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 12,341 | 0.75 | 571 | -23.56 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 8,433 | -58.39 | 514 | -53.23 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 20,101 | 0.00 | 930 | -24.08 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 330 | 0.00 | 15 | -25.00 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 812,667 | 37,618 | ||||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 87,594 | -3.51 | 4,055 | -26.77 | ||||
| 2025-08-13 | 13F | ESG规划 | 14,601 | 676 | ||||||
| 2025-06-26 | NP | CAMX - Cambiar 激进价值 ETF | 45,000 | -10.00 | 2,259 | -23.35 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 4,592,548 | 393.23 | 212,589 | 274.36 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 17,651 | -0.70 | 817 | -24.63 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 150,029 | -22.79 | 7,531 | -34.25 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 彼得森财富服务 | 1,002 | 2.35 | 46 | -22.03 | ||||
| 2025-05-15 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 6,303 | 5.79 | 292 | -19.83 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-04-28 | NP | ABVAX - AB 价值基金 A 类 | 84,354 | -1.88 | 5,029 | -1.22 | ||||
| 2025-08-11 | 13F | 信托银行 | 23,751 | -31.12 | 1,099 | -47.74 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 38,346 | -3.92 | 1,775 | -27.07 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 73,506 | -5.86 | 3 | -99.94 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 135 | 0.00 | 7 | -14.29 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 339,667 | -1.91 | 15,723 | -25.55 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 26,143 | 1,312 | ||||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 23,153 | -3.10 | 1,072 | -26.49 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 125,135 | -0.15 | 5,792 | -24.22 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 532,372 | 52.59 | 24,643 | 15.81 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 37,314 | 5.75 | 1,727 | -19.75 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 227,000 | 128.37 | 10,508 | 73.33 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 235 | 11 | ||||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 4,654 | -1.48 | 215 | -25.35 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 4,884 | 26.53 | 226 | -3.83 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 108,220 | -10.31 | 4,687 | -36.31 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 104,846 | -9.96 | 4,853 | -31.66 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 12,195 | 62.86 | 565 | 23.68 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 311,824 | 56.72 | 14,434 | 18.95 | ||||
| 2025-07-17 | 13F | 鹰财富策略有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 41,435 | -19.70 | 1,918 | -39.05 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 9,548 | -22.48 | 442 | -41.28 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 7,157 | -1.55 | 331 | -25.28 | ||||
| 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 | 13,803 | -2.51 | 639 | -7.13 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 9,432 | -1.05 | 437 | -24.96 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 1,039,588 | 6.61 | 48,123 | -19.09 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 472,974 | 5.96 | 21,894 | -19.58 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 108,543 | -14.27 | 5,449 | -27.00 | ||||
| 2025-08-06 | 13F | 奥特留斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-03-18 | NP | BMC基金公司 | 79 | 0.00 | 5 | 0.00 | ||||
| 2025-03-26 | NP | FFEIX - Nuveen 股息价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,109,429 | -6.53 | 65,401 | -1.20 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 390,539 | -7.83 | 18,078 | -30.04 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 83,227 | 42.28 | 4 | 0.00 | ||||
| 2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 215,000 | 0.00 | 10,793 | -14.84 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 119,450 | 3.05 | 5,529 | -21.79 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 183,202 | 4.54 | 8,480 | -20.66 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 3,148 | 287.21 | 146 | 195.92 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 54,517 | 13.97 | 2,524 | -13.51 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 11,201 | 1,205.48 | 562 | 1,024.00 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 4,908 | -0.79 | 227 | -24.58 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 916 | -17.92 | 42 | -38.24 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 8,000 | 370 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 26,500 | -59.17 | 1,227 | -69.02 | |||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 68,846 | 0.17 | 3,324 | -18.89 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 8,384 | 9.82 | 388 | -16.56 | ||||
| 2025-06-16 | 13F | 枫树资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 康宁公司 | 716,621 | 20.29 | 33,172 | -8.70 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 22,596 | -10.71 | 1,046 | -32.27 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 12,399 | -52.72 | 574 | -64.17 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 458,560 | -4.32 | 21 | -27.59 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 10,318 | 1.06 | 478 | -22.06 | ||||
| 2025-08-04 | 13F | Virtus 家族办公室有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 70,400 | -57.38 | 3,259 | -67.66 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 45,139 | 2,089 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 12,477 | -1.25 | 578 | -25.06 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 5,486 | 5.22 | 254 | -20.44 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Put | 1,500 | 0.00 | 69 | -24.18 | |||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 219,493 | 17.65 | 10,160 | -10.70 | ||||
| 2025-05-09 | 13F | 马克西投资CY有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 26,474 | -1.42 | 1,225 | -25.17 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 251,971 | 2.65 | 11,664 | -22.09 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 41,574 | -23.75 | 1,924 | -42.14 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 25,810 | 7.25 | 1,195 | 119,300.00 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 4,927 | 0.14 | 228 | -24.00 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 11,179 | -1.90 | 517 | -25.50 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 8,063 | 0.00 | 373 | -24.03 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 14,200 | -25.26 | 657 | -43.26 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 15,700 | -11.80 | 727 | -33.09 | |||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 22,089 | 1,022 | ||||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 39,229 | 17.83 | 2 | -50.00 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 21,659 | 12.94 | 1 | 0.00 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 3,283 | 200 | ||||||
| 2025-06-25 | NP | FHLC - 富达 MSCI 医疗保健指数 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 | 889,195 | -1.66 | 44,638 | -16.26 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 30 | 0.00 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 35,650 | 4.43 | 1,650 | -20.75 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 142,453 | 6.28 | 6,594 | -19.33 | ||||
| 2025-05-29 | NP | VSDA - VictoryShares 股息加速器 ETF | 71,607 | -18.98 | 4,367 | -12.63 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 26,507 | -9.43 | 1,227 | -31.22 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 10,022 | -5.02 | 464 | -27.99 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 8,550 | -1.95 | 396 | |||||
| 2025-08-14 | 13F | 夏威夷银行 | 15,231 | -9.84 | 705 | -31.55 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 165 | 0.00 | 8 | -11.11 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 9,760 | 452 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 140,352 | 12.32 | 6,497 | -14.76 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 598,725 | 170.04 | 28,906 | 111.49 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 78,245 | 25.72 | 3,778 | 1.81 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook公司 | 17,057 | 0.28 | 790 | -23.92 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 9,321,590 | 11.23 | 431 | -15.66 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 15,336 | 0.99 | 710 | -23.43 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 29,200 | 1 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 2,080,100 | 96 | |||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 87,671 | 64.07 | 4,058 | 24.52 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 38,356 | -2.33 | 1,775 | -25.89 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 348,000 | -13.17 | 16,109 | -34.10 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 36,036 | -1.82 | 1,668 | -25.47 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 13,409 | 27.32 | 621 | -3.43 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | 三洲公司 | 482,289 | 7.24 | 22,325 | -18.60 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 33,801 | 1,565 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 256,079 | 4.64 | 11,854 | -20.58 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 107,000 | 48.61 | 4,953 | 12.80 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 6,823 | 1.49 | 316 | -23.17 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 40,139 | -52.44 | 1,858 | -63.90 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 143,749 | 10.67 | 6,940 | -10.38 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 101,073 | 3.50 | 4,679 | -21.46 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 339 | 0.00 | 16 | -25.00 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 1,727 | 56.57 | 80 | 17.91 | ||||
| 2025-08-13 | 13F | 第1832章 | 91,645 | 4,242 | ||||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 50,218 | -52.17 | 2,325 | -63.70 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 1,556 | 0.00 | 72 | -23.40 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 100 | 0.00 | 5 | -33.33 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 20,005 | -1.85 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 32,531 | -5.48 | 1,506 | -28.30 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 32,676 | -3.33 | 1,513 | -26.64 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 32,027 | -21.31 | 1,608 | -33.01 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 20,953 | -20.98 | 950 | -41.25 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 1,520 | -86.63 | 72 | -89.61 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 45,686 | 32.27 | 2,115 | 0.38 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 210 | -96.27 | 10 | -97.38 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 1,029 | -26.87 | 52 | -16.39 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 400 | 19 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 19,488 | 24.66 | 902 | -5.35 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 121,933 | -11.46 | 5,644 | -32.80 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 538 | 25 | ||||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 38,400 | 0.00 | 1,778 | -92.41 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 106,446 | 4.73 | 5,139 | -15.18 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 84 | 4 | ||||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 84,452 | 9.86 | 3,909 | -16.62 | ||||
| 2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 6,354,509 | -1.36 | 306,796 | -20.12 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 4,491 | 12.92 | 208 | -14.46 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 26,894 | -5.38 | 1,245 | -28.22 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 374,444 | 5.19 | 17,333 | -20.16 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 240,581 | -53.66 | 11,136 | -64.83 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 62,587 | -13.61 | 2,897 | -34.43 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 7,804 | 0.00 | 361 | -24.00 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 6,177 | 2.42 | 286 | -22.34 | ||||
| 2025-05-30 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 32,109 | 0.00 | 1,958 | 7.82 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 784 | 1.03 | 0 | |||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 14,607 | -10.11 | 676 | -31.79 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 25,840 | -31.65 | 1,196 | -48.11 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 47,718 | -3.24 | 2,209 | -26.57 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 1,868 | 0.00 | 86 | -23.89 | ||||
| 2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 78,178 | 3.40 | 3,619 | -0.88 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 25,189 | -4.77 | 1,166 | -27.71 | ||||
| 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 | 479,909 | -8.26 | 24,091 | -21.88 | ||||
| 2025-05-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 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 | 390,839 | 7.71 | 23,837 | 16.15 | ||||
| 2025-07-24 | 13F | 私人财富硕士 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 包装管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 12,273 | 7.63 | 568 | 20.08 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 9,970 | 0.00 | 481 | -19.02 | ||||
| 2025-08-13 | 13F | M 控股证券公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 5,139 | 11.94 | 313 | 20.85 | ||||
| 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 | 425,890 | 0.00 | 19,714 | -24.10 | ||||
| 2025-05-09 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 31,987 | 11.82 | 1,606 | -4.80 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 5,212 | 0.89 | 241 | -23.49 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 64,169 | -1.34 | 2,970 | -25.11 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 520 | 52.94 | 32 | 63.16 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 18,401 | -21.21 | 924 | -32.92 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 30,573 | -2.48 | 1,535 | -16.99 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 7,085 | 205.92 | 356 | 161.03 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 290,861 | -3.16 | 13,464 | -26.51 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 108,189 | 28.11 | 5,223 | 3.75 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,152 | 204.76 | 56 | 150.00 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 44,213 | 25.12 | 2,047 | -5.06 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 7,873 | 10.95 | 380 | -10.17 | ||||
| 2025-08-29 | NP | LMCMX - 米勒收入基金 IS 类 | 108,000 | 0.00 | 4,999 | -24.10 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 46,707 | -26.15 | 2,345 | -37.12 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 5,645 | 0.00 | 261 | -24.13 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 36,700 | 6.91 | 1,699 | -18.87 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 9,500 | -59.40 | 440 | -69.24 | |||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,251 | 113 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 4,765 | 221 | ||||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 8,745 | -6.89 | 405 | -29.37 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 14,202 | -17.55 | 675 | -23.76 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 30,280 | -0.69 | 1,402 | -24.64 | ||||
| 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 | 1,026,098 | 1.24 | 49,540 | -18.01 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 7,960 | 0.00 | 368 | -24.12 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 5,417 | 0.00 | 272 | 0.00 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 271,091 | -0.29 | 12,549 | -24.32 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 939,200 | 43,476 | ||||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 23,785 | -15.64 | 1,101 | -35.95 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 1,433,058 | 6.51 | 66,336 | -19.16 | ||||
| 2025-08-28 | NP | XLV - 医疗保健精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,270,414 | -2.58 | 660,577 | -26.06 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 10,638 | -4.25 | 492 | -27.33 | ||||
| 2025-05-07 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | MFA财富服务 | 6,346 | 0.38 | 294 | -23.90 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 46,410 | 68.30 | 2,148 | 27.78 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 7,093 | 4.43 | 328 | -20.77 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 18,258 | 5.11 | 845 | -20.21 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 196,124 | -37.43 | 9,079 | -52.51 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 7,465,845 | 280.43 | 345,594 | 188.74 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 9,766 | -87.09 | 453 | -86.83 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 30,600 | 0.00 | 1,416 | -24.12 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 128,377 | 22.23 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 1,117,500 | 51.32 | 51,729 | 14.85 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 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 | 13,151 | 142.50 | 635 | 96.28 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 5,800 | -69.02 | 268 | -76.51 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 138,209 | 1.64 | 6,938 | -13.44 | ||||
| 2025-05-15 | 13F | 坎托·菲茨杰拉德，LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 7,661 | -2.03 | 355 | -25.63 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 32,575 | -0.68 | 1,508 | -24.65 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 500 | 0.00 | 23 | -23.33 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 56,957 | 2.43 | 3 | -33.33 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 289,500 | 6.79 | 13,401 | -18.95 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 4,500 | 0.00 | 208 | -24.09 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 6,000 | 20.00 | 278 | -8.88 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 2,149 | 9.20 | 99 | -17.50 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 9,298 | 7.54 | 430 | -18.41 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 59,679 | -11.43 | 2,763 | -32.78 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 4,694,517 | 5.75 | 217,546 | -19.55 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 平衡基金 | 7,348 | -1.80 | 340 | -25.44 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 10,075 | -46.78 | 466 | -59.62 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 45,600 | -52.30 | 2,120 | -63.52 | |||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 206,935 | -5.84 | 9,579 | -28.53 | ||||
| 2025-07-09 | 13F | Pps&v 资产管理顾问公司 | 5,904 | 3.09 | 273 | -21.78 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 99,595 | -6.05 | 4,610 | -28.69 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 7,704 | 16.04 | 357 | -11.88 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 10,569 | -1.99 | 489 | -25.57 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 256,861 | 399.96 | 11,736 | 278.55 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 合作伙伴医疗保健投资组合 A 类 | 44,428 | 0.00 | 2,057 | -24.10 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 410 | -1.20 | 19 | -28.00 | ||||
| 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 | 36,438 | -30.50 | 1,829 | -40.81 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,844 | -3.15 | 0 | |||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 49,107 | -3.12 | 2,273 | -26.46 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 530 | 0.00 | 25 | -25.00 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 1,653 | -60.04 | 77 | -69.84 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 40,127 | 3.50 | 1,858 | -21.45 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 305 | 0.00 | 14 | -22.22 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 86,338 | 38.00 | 4 | 0.00 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 199,378 | -75.43 | 9,229 | -81.35 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 81,580 | -10.84 | 3,776 | -32.33 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 75,650 | 0.65 | 3,502 | -23.63 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 6,532 | 2.75 | 302 | -21.96 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 20,507 | 949 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 106,404 | -8.58 | 4,925 | -30.61 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 48,133 | 1.67 | 2,331 | 0.65 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 16,270,054 | 21.68 | 753,205 | -7.63 | ||||
| 2025-05-29 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 5,379 | -2.13 | 328 | 5.81 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 47,956 | -3.22 | 2,220 | -26.57 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 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 | 1,071 | 19.93 | 54 | 1.92 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 4,910 | -0.45 | 227 | -24.33 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 6,828 | 7.99 | 331 | 3.44 | ||||
| 2025-08-28 | NP | Tekla 医疗保健投资者 | 12,061 | -86.65 | 558 | -89.87 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 165,250 | 5.57 | 7,649 | -19.88 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 5,328 | 2.50 | 247 | -22.40 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 31,688 | -2.91 | 1,467 | -26.33 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿收入基金 (a) | 92,967 | 85.93 | 4,303 | 66.33 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 24,417 | -3.93 | 1,130 | -27.10 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 50,000 | 2,314 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 90,000 | -53.87 | 4,166 | -64.99 | |||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 14,015 | 35.98 | 677 | 10.10 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 11,862 | 0.67 | 549 | -23.54 | ||||
| 2025-07-22 | 13F | 人民银行/哦 | 4,819 | -11.07 | 223 | -32.42 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 41,770 | -28.43 | 1,934 | -45.69 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 318,201 | 54.26 | 14,758 | 20.06 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 49,204 | -2.52 | 2,278 | -26.02 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 7,789 | 0.65 | 361 | -23.73 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 23,091 | 48.41 | 1,069 | 41.46 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 12,918 | 154.04 | 598 | 129.62 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 15,859 | 5.53 | 766 | -14.53 | ||||
| 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 | 440,936 | 17.52 | 25,993 | 24.23 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 94,734 | 0.00 | 4 | -20.00 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 61,836 | 14.32 | 2,985 | -7.41 | ||||
| 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 | 4,905 | -6.86 | 237 | -24.60 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 21,722 | 1.38 | 1,006 | -23.05 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 1,650 | 0.00 | 76 | -24.00 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 9,924 | 4.93 | 459 | -20.31 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 7,653 | -0.98 | 354 | -24.84 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 13,326 | -3.62 | 617 | -26.93 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 2,069,698 | 72.08 | 95,804 | 30.60 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 16,015 | -12.74 | 741 | -33.78 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 138,627 | 7.60 | 6,693 | -12.88 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 11,212 | -2.36 | 519 | -25.86 | ||||
| 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 | 2,349,902 | -12.09 | 117,965 | -25.14 | ||||
| 2025-08-15 | NP | BWLAX - American Beacon Bridgeway 大盘价值基金 A 类 | 77,200 | 0.00 | 3,574 | -24.11 | ||||
| 2025-05-30 | NP | GBCIX - Gabelli 股息增长基金 I 类 | 3,000 | -25.00 | 183 | -19.47 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 10,857 | 78.25 | 503 | 35.31 | ||||
| 2025-05-14 | 13F | 擎天资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 14,022 | -3.24 | 649 | -26.50 | ||||
| 2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 1,984 | 44.19 | 100 | 22.22 | ||||
| 2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 4,963 | -57.85 | 230 | -68.11 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 124,327 | -15.53 | 5,755 | -35.89 | ||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue 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 | 764,269 | 12.77 | 36,899 | -8.68 | ||||
| 2025-07-24 | 13F | Grace & White Inc /纽约 | 6,293 | 0.00 | 291 | -24.02 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 13,141 | 0.27 | 608 | -23.90 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | 21,200 | -2.30 | 981 | -25.85 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 2,380,757 | 3.59 | 110,205 | -21.38 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | Put | 13,800 | 2 | |||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 41,364 | 4.98 | 1,915 | -20.35 | ||||
| 2025-07-28 | NP | ETHSX - 伊顿万斯全球健康科学基金 A 级 | 497,733 | -17.22 | 24,031 | -32.96 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 727,626 | 10.14 | 33,682 | -16.40 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 19,422 | -76.03 | 899 | -81.81 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 111,801 | 37.37 | 5,175 | 30.62 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 11,901 | -2.63 | 551 | -26.17 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 88,549 | 62.99 | 4,099 | 23.69 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 4,898 | 1.37 | 246 | -13.73 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 35,899 | 0.00 | 2 | -50.00 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 34,449 | -4.07 | 1,595 | -25.44 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 16,680 | 905 | ||||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 1,013 | 0.00 | 47 | -24.59 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 39,731 | 0.00 | 1,839 | -24.10 | ||||
| 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 | 629,472 | 15.64 | 31,599 | -1.53 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 350,103 | 17,575 | ||||||
| 2025-08-14 | 13F | 医生金融服务公司 | 13,206 | 0.00 | 1 | |||||
| 2025-05-15 | 13F | 干点资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 85,990 | 1.88 | 4,317 | -13.25 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 8,237 | 0.00 | 381 | -24.10 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 49,656 | 1.38 | 2,299 | -23.07 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 7,482 | 18.14 | 346 | -10.36 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 9,100 | 0.00 | 421 | -7.47 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 2,534 | -23.31 | 117 | -41.79 | ||||
| 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 | 79,409 | 9.16 | 3,676 | -17.16 | ||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 49,973 | 0.00 | 2,509 | -14.84 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 556,759 | 2,700.60 | 25,772 | 2,026.40 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 473,506 | 20.82 | 22 | -8.70 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 12,369 | -0.94 | 573 | -24.84 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 40,717 | -1.45 | 1,885 | -25.21 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 52,370 | -3.14 | 2,424 | -26.48 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 277,600 | 0.00 | 13,403 | -19.02 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 142,562 | 6,599 | ||||||
| 2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 7,860 | 32.61 | 469 | 33.71 | ||||
| 2025-05-02 | 13F | 库曼建筑事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 7,583 | 6.67 | 351 | -19.17 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 7,809 | -10.90 | 361 | -32.40 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 446 | -30.96 | 21 | -48.72 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 5,200 | 0.00 | 310 | 0.98 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 1,066 | 0.00 | 49 | -24.62 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 1,764 | -11.27 | 79 | -33.05 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 58,976 | -4.11 | 2,961 | -18.34 | ||||
| 2025-05-09 | 13F | AXS 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | DGEFX - 目的地股票收益基金 I 类 | 85,425 | -20.85 | 5,093 | -20.31 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 1,514 | -51.29 | 73 | -60.54 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 100 | 0.00 | 5 | -33.33 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 1,744 | -8.45 | 84 | -25.66 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 5,156 | 19.68 | 239 | -9.16 | ||||
| 2025-05-15 | 13F | 白骑士战略财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 448 | 21 | ||||||
| 2025-08-12 | 13F | Pfc 资本集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 24,087 | -7.38 | 1,115 | -29.70 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | Call | 475,000 | 0.00 | 21,988 | -24.10 | |||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 2,326,341 | 77.25 | 107,686 | 34.53 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | Put | 125,000 | 0.00 | 5,786 | -24.10 | |||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 4,773 | 221 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 2,940,669 | -6.85 | 136,140 | -29.22 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 1,477,366 | 22.69 | 74,164 | 4.48 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 202,546 | -11.32 | 9 | -30.77 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 5,820 | 0.00 | 269 | -24.01 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 4,452 | -6.16 | 206 | -28.72 | ||||
| 2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 42,202 | 0.00 | 1,954 | -24.10 | ||||
| 2025-05-07 | 13F/A | 地平线金融服务有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 5,109 | -14.06 | 236 | -34.81 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 6,437 | -16.73 | 298 | -36.94 | ||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 7,600 | 0.00 | 382 | -14.96 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 283,534 | -14.48 | 13,125 | -35.09 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 13,917 | 33.95 | 672 | 29.54 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 21,792 | 206.33 | 1,009 | 132.79 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 550,800 | -52.68 | 26,593 | -61.68 | ||||
| 2025-03-25 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 516,993 | 0.00 | 30,477 | 5.70 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 13,666 | -12.30 | 633 | -33.47 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 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 | 2,684 | 0.00 | 124 | -23.93 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 38,356 | -2.33 | 1,775 | -25.89 | ||||
| 2025-05-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | 155,000 | 7,175 | ||||||
| 2025-08-14 | NP | DFMAX - 戴维森多股股票基金 A 类 | 34,301 | -1.57 | 1,588 | -25.32 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 27,096 | 91.10 | 1,254 | 45.14 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 46,425 | -41.06 | 2,149 | -55.26 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 13,303 | 1.72 | 616 | -22.84 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 34,079 | -1.45 | 1,578 | -25.19 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,982 | 0.00 | 1,434 | -24.09 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 934 | 43 | ||||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 19,296 | 1.01 | 1,177 | 8.89 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 4,515 | -6.15 | 209 | -29.01 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 13,675 | -0.36 | 1 | |||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 1,944 | -25.55 | 90 | -44.03 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 4,682 | 102.77 | 217 | 54.29 | ||||
| 2025-08-14 | 13F | 道富银行 | 94,739,994 | -0.10 | 4,385,514 | -24.18 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 9,652 | -25.07 | 447 | -43.18 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 10,815 | 2.05 | 543 | -13.14 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 19,353 | 5.03 | 896 | -20.30 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 396,822 | 19.74 | 18,369 | -9.12 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 4,301 | 199 | ||||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 9,860 | 0.00 | 601 | 0.00 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 334,309 | 33.47 | 15,475 | 1.28 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 2,121 | 42.25 | 102 | 15.91 | ||||
| 2025-04-29 | 13F | 夏普金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 23,667 | -27.44 | 1,096 | -44.95 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 935,925 | -1.83 | 43,324 | -25.49 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 19,256 | 967 | ||||||
| 2025-05-15 | 13F | Catalio资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 62,820 | 2,908 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 6,202 | -1.84 | 287 | -25.45 | ||||
| 2025-04-29 | 13F | 并发投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-01 | 13F | 沿海投资顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 53,506 | 0.59 | 2,477 | -23.67 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 468 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 519,063 | -2.95 | 24,019 | -26.37 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 26,651 | -27.43 | 1,234 | -44.93 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 主动财富策略有限责任公司 | 39,689 | 4.52 | 2 | -50.00 | ||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 48,052 | 0.86 | 2,224 | -23.44 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 261,932 | 2.77 | 12,125 | -22.01 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 28,438 | -4.29 | 1,316 | -27.37 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 2,312 | 3,456.92 | 107 | 3,466.67 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 14,010 | 343.35 | 649 | 237.50 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 18,944 | 310.13 | 877 | 211.74 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 18,573 | 0.16 | 897 | -18.91 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 9,226 | -1.85 | 427 | -25.48 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 4,453 | 36.72 | 206 | 4.04 | ||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 10,283 | -1.34 | 476 | -25.04 | ||||
| 2025-07-09 | 13F | 石点财富管理公司 | 5,010 | 15.73 | 232 | -12.50 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 5,418 | -5.89 | 251 | -28.37 | ||||
| 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 | 91,800 | -50.32 | 5,473 | -49.99 | ||||
| 2025-05-15 | 13F | 威默联合公司 1 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 声音海岸管理公司 /ct/ | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 563,378 | -1.47 | 34,360 | 6.25 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 41,579 | 5.73 | 1,925 | -19.53 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 5,227 | -43.42 | 242 | -57.19 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 1,123 | 26.75 | 52 | -5.56 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 22,282 | 59.95 | 1,031 | 31.00 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 7,798 | -1.20 | 361 | -24.95 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 12,586,680 | -1.05 | 582,637 | -24.90 | ||||
| 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 | 4,048 | -68.29 | 195 | -74.38 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 55,968 | 1,101.03 | 2,810 | 925.18 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 13,278 | -21.42 | 641 | -36.35 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 25,443 | 42.62 | 1,178 | 8.18 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 3,677 | 13.42 | 170 | -13.71 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 6,766 | 12.95 | 313 | -14.25 | ||||
| 2025-07-22 | 13F | 华威投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 22,435 | -14.49 | 1,039 | -35.12 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 5,422 | -3.85 | 251 | -27.11 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 14,417 | -2.48 | 667 | -25.97 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 398,777 | -2.20 | 18,459 | -25.77 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 181,501 | 56.93 | 8,402 | 19.10 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 16,318 | -21.35 | 788 | -36.33 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 73,685 | -3.14 | 3,411 | -26.49 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 14 | 0 | ||||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 11,604 | -5.07 | 708 | 2.32 | ||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 5,589 | 9.07 | 259 | -17.31 | ||||
| 2025-07-08 | 13F | 银叶资本合伙公司 | 20,318 | 0.00 | 941 | -24.13 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 27,676 | -3.69 | 1,281 | -26.88 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 25,933 | 43.04 | 1,200 | 8.60 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,522,773 | -2.98 | 70,489 | -26.36 | ||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 37,993 | -4.20 | 1,759 | -27.30 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 6,090 | -8.97 | 282 | -31.13 | ||||
| 2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 625,189 | 59.76 | 28,940 | 21.25 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 12,239 | 4.58 | 591 | -15.35 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 1,294 | 7.21 | 60 | -19.18 | ||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 4,373 | 202 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 1,765 | -17.72 | 82 | -37.69 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 11,374 | -65.30 | 527 | -73.69 | ||||
| 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 | 608,290 | 0.48 | 30,536 | -14.43 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 97,362 | -0.18 | 4,507 | -24.24 | ||||
| 2025-06-24 | NP | JDOC - 摩根大通医疗保健领袖 ETF | 4,051 | -20.72 | 203 | -32.56 | ||||
| 2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 25,353 | -1.08 | 1,173 | -24.87 | ||||
| 2025-05-15 | 13F | Voya 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 6,641 | 1.56 | 307 | -22.86 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 4,800 | 20.00 | 222 | -8.64 | |||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 94,480 | 41.29 | 4,373 | 7.23 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 5,106 | -20.75 | 236 | -39.80 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 30,690 | -3.58 | 1,421 | -26.84 | ||||
| 2025-03-31 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 476,834 | 248.34 | 28,109 | 268.21 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 4,804 | -8.32 | 222 | -30.41 | ||||
| 2025-06-26 | NP | HFCVX - 轩尼诗基石价值基金投资者类别 | 97,200 | 0.00 | 4,879 | -14.84 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 6,047 | -9.61 | 280 | -31.62 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 73,477 | 9.88 | 3,401 | -16.60 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 3,237 | 25.42 | 156 | 1.96 | ||||
| 2025-05-12 | 13F | Tranquilli 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 972,019 | -17.81 | 44,995 | -36.61 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 124,548 | -0.14 | 5,765 | -24.20 | ||||
| 2025-08-07 | 13F | 帕金斯资本管理公司 | 10,430 | -18.07 | 483 | -37.89 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 200 | 0.00 | 9 | -25.00 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | 103,960,874 | -3.79 | 4,812,351 | -26.98 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 122,734 | -0.86 | 5,681 | -24.75 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 16,410 | 0.00 | 824 | -14.89 | ||||
| 2025-08-14 | 13F | 穆巴达拉投资公司 PJSC | 64,652 | -6.43 | 2,993 | -29.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,404 | -1.11 | 1,407 | -24.96 | ||||
| 2025-06-26 | NP | FVAL - 富达价值因子 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 | 138,072 | -21.00 | 6,931 | -32.73 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 21,216 | -4.59 | 982 | -27.58 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,058,349 | -17.31 | 48,991 | -37.24 | ||||
| 2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 8,317 | -2.92 | 385 | -26.44 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 205,988 | 1.36 | 9,535 | -23.07 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 7,531 | 25.64 | 349 | -4.66 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 5,293 | -87.46 | 245 | -90.48 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 123,236 | -10.93 | 6,186 | -24.15 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 2,510 | -51.26 | 126 | -49.80 | ||||
| 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 | 77 | 16.67 | 4 | 0.00 |
