机构投资人持股和股东
Exxon Mobil Corporation (GB:0R1M) 有 5739 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 3,248,993,838 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Fmr Llc, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Jpmorgan Chase & Co, Bank Of America Corp /de/, and Morgan Stanley .
Exxon Mobil Corporation (LSE:0R1M)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。
更新频率：每日
13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 6203 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | 种子财富管理公司 | 5,743 | 2.32 | 619 | -7.20 | ||||
| 2025-08-15 | 13F | CTC有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 228 | 0.00 | 25 | -11.11 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 27,782 | 2.53 | 2,995 | -7.08 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 16,439 | 11.27 | 1,892 | 10.19 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 27,598 | -3.63 | 2,975 | -12.63 | ||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 5,135 | 118.88 | 554 | 98.21 | ||||
| 2025-05-15 | 13F/A | 克利尔街有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 95,575 | -8.63 | 10,303 | -17.18 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 5,662 | -0.47 | 1 | |||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 3,506,254 | -3.44 | 377,979 | -12.48 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 5,237 | 0.69 | 565 | -8.74 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 2,667 | 0.60 | 287 | -8.89 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 154,727 | 20.93 | 16,680 | 9.61 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 71,509 | 5.00 | 7,709 | -4.83 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 12,358 | 0.16 | 1,332 | -9.20 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | REDW 财富有限责任公司 | 3,221 | 1.45 | 347 | -7.96 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 21,676 | -5.83 | 2,337 | -14.65 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 5,104 | -3.63 | 550 | -12.56 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 44,691 | -7.84 | 5 | -20.00 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 4,170 | 0.99 | 450 | -8.55 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 23,607 | -0.45 | 2,545 | -9.79 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 7,648 | 30.56 | 824 | 18.39 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 332,077 | -16.84 | 35,798 | -24.62 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 35,791 | 1.10 | 3,858 | -8.36 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 100 | 0.00 | 11 | -9.09 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 943 | 102 | ||||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 7,680 | 826 | ||||||
| 2025-08-01 | 13F | 战略金融服务公司， | 21,105 | -5.75 | 2,275 | -14.57 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,939 | -47.54 | 1,718 | -52.45 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 23,326 | -16.55 | 2,550 | -23.43 | ||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 2,800 | 0.00 | 296 | -1.34 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 11,739 | 9.31 | 1,265 | -0.39 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 44,751 | -1.12 | 4,824 | -10.37 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 11,846 | 1,409 | ||||||
| 2025-07-02 | 13F | 登特集团有限责任公司 | 14,538 | 0.08 | 1,567 | -9.26 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 9,895 | 0.19 | 1,062 | -0.93 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 39,818 | 9.26 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 99,336 | -2.34 | 10,708 | -11.47 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 1,277 | 0.00 | 138 | -9.27 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 5,994 | -2.50 | 646 | -11.63 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 176,724 | -14.54 | 19,051 | -22.54 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 15,503 | -15.63 | 1,586 | -22.49 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 10,968 | -6.80 | 1,182 | -15.51 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 2,066 | -99.01 | 223 | -98.82 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 899 | -1.21 | 97 | -11.11 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 389,961 | 22.28 | 42,038 | 21.34 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 6,675 | -38.07 | 71,956 | -43.86 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 5,644,181 | -32.81 | 608,443 | -39.09 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 7,841 | -48.46 | 84,526 | -53.28 | |||
| 2025-07-16 | 13F | 动机财富顾问 | 4,051 | 11.97 | 437 | 1.40 | ||||
| 2025-07-30 | 13F | 亚当斯自然资源基金公司 | 1,337,255 | -1.22 | 144,156 | -10.46 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 239,288 | -10.42 | 25,794 | -18.81 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 2,218 | 241 | ||||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 14,520 | 1.23 | 1,565 | -8.21 | ||||
| 2025-07-30 | NP | SOAEX - 美国精神能源基金 A 级 | 59,689 | -17.14 | 6,106 | -23.87 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 6,902 | 39.27 | 744 | 26.32 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 5,700 | -24.00 | 583 | -30.10 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 20,729 | -0.13 | 2,235 | -9.48 | ||||
| 2025-07-28 | 13F | ForthRight 财富管理有限责任公司 | 3,634 | 0.00 | 392 | -9.49 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 17,877 | 9.56 | 1,888 | 8.32 | ||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 14,070 | -21.16 | 1,486 | -22.04 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 8,972 | 2.93 | 967 | -6.66 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 12,885 | -0.03 | 1,389 | -9.33 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 29,003 | 16.01 | 2,967 | 6.61 | ||||
| 2025-08-12 | 13F | 联合银行 | 522,657 | -0.16 | 56,342 | -9.50 | ||||
| 2025-08-14 | 13F | 古德温投资咨询 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 1,557 | 0.06 | 168 | -9.73 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 4,453,756 | 0.00 | 480,115 | -9.36 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 5,053 | 66.05 | 545 | |||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 19,460 | -1.17 | 2,098 | -10.42 | ||||
| 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 | 2,753 | -8.14 | 297 | -16.85 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 7,056 | 0.09 | 761 | -9.31 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 676,548 | 4.08 | 69,211 | -4.36 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 16,562 | 0.89 | 1,785 | -8.56 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 230,942 | 11.68 | 24,898 | 1.23 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 32,421 | 10.82 | 3,495 | 0.43 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 316,521 | 5.04 | 34,121 | -4.79 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 10,079 | 1.06 | 1,087 | -8.43 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 5,655 | -1.31 | 610 | -10.57 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 8,262 | -0.24 | 891 | -9.55 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 163,333 | -0.95 | 17,607 | -10.22 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 125,879 | -8.25 | 13,570 | -16.84 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 4,285 | -18.05 | 462 | -25.76 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,875 | -0.32 | 202 | -9.42 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 27,318 | 0.37 | 3 | -33.33 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 7,480 | 0.03 | 806 | -9.34 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 7,532 | -18.73 | 812 | -26.41 | ||||
| 2025-08-29 | NP | EMCAX - Empiric 2500 基金 A 类 | 3,108 | 0.00 | 335 | -9.21 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 17,534 | -3.77 | 1,890 | -12.74 | ||||
| 2025-08-14 | 13F | Aventail 资本集团有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 20,723 | 0.00 | 2,234 | -9.37 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 7,270 | -13.38 | 784 | -13.77 | ||||
| 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 | 3,572,192 | -0.88 | 377,331 | -1.99 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 17,820 | -2.40 | 1,921 | -11.56 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 25,851 | 4.36 | 2,872 | 9.62 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 44,800 | 0.34 | 4,829 | -9.04 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 358,129 | -28.62 | 38,606 | -35.30 | ||||
| 2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 7,998 | -3.62 | 862 | -12.58 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 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 | 1,103 | 8.99 | 119 | -1.67 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 16,066 | -5.89 | 1,732 | -14.73 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 5,499 | -34.54 | 563 | -43.23 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,082,799 | 1.47 | 116,726 | -8.03 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 4,039 | -11.97 | 435 | -20.18 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 21,804 | 0.96 | 2,350 | -8.49 | ||||
| 2025-07-29 | NP | FIKDX - Kempner Multi-Cap Deep Value Fund 机构类别 | 24,221 | 0.00 | 2,478 | -8.12 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 6,556 | -2.83 | 707 | -11.97 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 2,400 | 259 | |||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 17,632 | -3.32 | 1,862 | -4.41 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 6,000 | 233.33 | 647 | 201.87 | |||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 25,745 | 0.00 | 2,775 | -9.34 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 107,407 | 39.14 | 10,988 | 27.85 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 40,001 | -5.23 | 4,092 | -12.92 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 5,175 | 0.00 | 558 | -9.43 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 44,101 | 4.14 | 4,754 | -5.60 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 2,401 | 1.39 | 259 | -8.19 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 2,678 | -2.51 | 289 | -11.66 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 3,379 | 0.00 | 364 | -9.23 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 405,422 | 2.28 | 44 | -8.51 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 元素足尖顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 180,421 | -0.71 | 19,449 | -10.00 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 17,576 | 20.83 | 1,895 | 9.54 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 19,006 | 2,049 | ||||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 4,642 | 0.00 | 500 | -9.42 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 800,200 | -17.62 | 86,238 | -25.35 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 378,800 | 10.86 | 40,823 | 0.45 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 106,086 | 323.38 | 11,433 | 283.62 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 6,586 | -54.35 | 710 | -58.60 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 123,528 | 1.15 | 13,316 | -8.32 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 150,849 | -0.40 | 16,262 | -9.73 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 17,202 | 1.93 | 1,854 | -7.62 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 314,196 | 59.99 | 33,870 | 45.02 | ||||
| 2025-05-09 | 13F | 银海岸投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 108,258 | -1.56 | 11,670 | -10.77 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 631 | 0.00 | 75 | 11.94 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 164,734 | -9.43 | 17,401 | -10.45 | ||||
| 2025-07-14 | 13F | 恩子财富 | 137,887 | 0.04 | 15,916 | 6.31 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 25,823 | -90.85 | 2,784 | -91.71 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 6,315 | 0.00 | 681 | -9.45 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 4,163 | 1.51 | 449 | -8.01 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 136,375 | -34.93 | 14,701 | -41.02 | ||||
| 2025-07-18 | 13F | SMI 咨询服务有限责任公司 | 5,334 | 599 | ||||||
| 2025-05-06 | 13F | 九点合伙人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 2,144 | 231 | ||||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 8,782 | -34.53 | 947 | -40.69 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 裸金融服务公司 | 366 | 121.82 | 39 | 105.26 | ||||
| 2025-04-28 | NP | LNGZ - 范围全球液化天然气生态系统指数 ETF | 1,349 | 370.03 | 150 | 354.55 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 16,104 | -0.92 | 1,736 | -10.19 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 71,094 | -1.50 | 7,664 | -10.72 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 1,851 | 200 | ||||||
| 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 | 204,911 | -1.65 | 22,089 | -10.86 | ||||
| 2025-07-25 | 13F | G2 资本管理有限公司 / 哦 | 3,007 | 0.00 | 324 | -9.24 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 10,071 | 8.56 | 1,086 | -1.63 | ||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 2,368 | -5.09 | 255 | -13.85 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 32,168 | 18.79 | 3 | 0.00 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 365,177 | 0.38 | 43,431 | 10.98 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 3,346 | -1.01 | 361 | -10.45 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 14,865 | 0.00 | 1,602 | -9.34 | ||||
| 2025-07-09 | 13F | 创业板资产管理有限公司 | 3,244 | 4.44 | 360 | -2.44 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 6,624 | 3.78 | 714 | -5.93 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 12,254 | -2.44 | 1,321 | -11.59 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 46,577 | 0.52 | 5,021 | -8.87 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 110,600 | 1.24 | 11,923 | -8.24 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 9,004 | -5.42 | 746 | 4.93 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 4,949 | 0.00 | 534 | -9.35 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 25,576 | 1.04 | 2,757 | 4.04 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 136,987 | 5.12 | 14,014 | -3.41 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 45 | 0.00 | 5 | -20.00 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 721,293 | -0.95 | 77,755 | -10.22 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 139,521 | -0.59 | 15,040 | -9.89 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 2,124,706 | 21.43 | 224,433 | 20.07 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 8,941,990 | 5.32 | 963,947 | -4.54 | ||||
| 2025-05-14 | 13F | 直线集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 彼得森财富服务 | 24,791 | 2.86 | 2,673 | -6.77 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 3,319 | 37.95 | 358 | 24.83 | ||||
| 2025-07-28 | NP | 路博迈伯曼 MLP 收入基金公司 | 136,000 | 0.00 | 13,913 | -8.11 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 20,792 | 21.09 | 2,241 | 9.75 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 28,853 | -1.77 | 3,110 | -10.96 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 274,209 | 3.63 | 29,560 | -6.07 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 4,602,545 | -2.99 | 496 | -12.06 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 10,082 | -0.25 | 1,087 | -0.82 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 54,335 | -0.63 | 5,857 | -9.92 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 18,467 | 0.07 | 1,991 | 0.25 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 3,394 | 0.71 | 366 | -8.75 | ||||
| 2025-07-28 | 13F | 风车山资产管理有限公司 | 5,288 | 0.00 | 570 | -9.24 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 1,526 | 0.00 | 165 | -9.39 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 1,911 | -1.75 | 206 | -11.26 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 4,500 | 485 | ||||||
| 2025-08-12 | 13F/A | 卡斯特兰集团有限责任公司 | 26,470 | 2.88 | 2,853 | -6.76 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 16,790 | 4.57 | 1,810 | -5.24 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 6,865 | -54.15 | 755 | -57.58 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 53,960 | 1.91 | 5,817 | -7.64 | ||||
| 2025-07-16 | 13F | 重新平衡有限公司 | 2,734 | -7.88 | 295 | -16.48 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 271,335 | 1.05 | 29,250 | -8.41 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 126,110 | -0.70 | 14 | -13.33 | ||||
| 2025-07-31 | 13F | 奥尔投资有限责任公司 | 4,023 | -1.45 | 434 | 0.46 | ||||
| 2025-08-19 | 13F | Marex 集团 | 2,796 | 301 | ||||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 451 | 0.67 | 49 | -9.43 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 3,700 | 0.00 | 399 | -9.55 | ||||
| 2025-08-26 | NP | WCME - First Trust WCM 发展中国家股票 ETF | 1,512 | 146.25 | 163 | 121.92 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 2,425 | 28.65 | 261 | 16.52 | ||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 9,648 | -0.65 | 1,054 | 2.53 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 140,398 | 26.28 | 14,363 | 16.04 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 70,553 | 5.75 | 7,606 | -4.15 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 65,933 | -0.93 | 7,108 | -10.20 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 630,138 | 1.26 | 67,929 | -8.21 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 30,385 | -2.37 | 3,276 | -11.51 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 56,300 | 1.17 | 6,069 | -8.30 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 7,683 | -29.15 | 828 | -35.76 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 66,526 | 7.21 | 6,806 | -1.49 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 13,528 | -9.97 | 1,458 | -18.41 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 831,100 | 78.77 | 89,593 | 62.04 | |||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 6,328 | -4.68 | 675 | -5.60 | ||||
| 2025-08-05 | 13F | 梅克斯勒投资管理有限公司 | 3,060 | -5.70 | 330 | -14.55 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 103,789 | 27.04 | 11,188 | 15.15 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 24,346 | 0.41 | 2,601 | -8.16 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 24,643,009 | -0.43 | 2,656,516 | -9.75 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 452,000 | 77.46 | 48,726 | 60.86 | |||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 140,878 | -2.59 | 15,200 | -11.63 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 144,884 | 0.63 | 15,618 | -8.79 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 285,036 | 0.76 | 30,727 | -8.67 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,110 | 2.30 | 0 | |||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 2,343,522 | 59.86 | 252,632 | 44.90 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 23,532 | -68.78 | 2,537 | -71.71 | ||||
| 2025-08-13 | 13F | 尼尔投资有限公司 | 145,170 | 0.00 | 15,649 | -9.36 | ||||
| 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 | 76,965 | 7.36 | 8,297 | -2.70 | ||||
| 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 | 3,474 | -0.94 | 374 | -10.31 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 30,711 | 0.00 | 3,311 | -9.36 | ||||
| 2025-07-14 | 13F | 更好财富有限责任公司 | 2,151 | 0.00 | 232 | -9.41 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 207,266 | 4.83 | 21,203 | -3.67 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 156,667 | 13.82 | 16,889 | 3.16 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 164,927 | -3.62 | 17,779 | -12.64 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 12,472 | -0.46 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 23,923 | 45.62 | 2,579 | 32.00 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 1,161,010 | 7.16 | 122,637 | 5.96 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 38,479 | -1.97 | 4,148 | -11.14 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 82,421 | -8.95 | 9 | -99.93 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 12,882 | -7.32 | 1,389 | -16.03 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 26,188 | -1.03 | 2,823 | -10.30 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 323 | 12.94 | 35 | 0.00 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 31,733 | -0.40 | 3,421 | -9.71 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 2,176 | -0.68 | 235 | -10.00 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 81,064 | -2.69 | 8,739 | -11.80 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 117,436 | 0.16 | 12,014 | -7.97 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 2,008 | 20.67 | 216 | 9.64 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 8,998,286 | 2.29 | 950,489 | 1.14 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 82,998 | -11.32 | 8,947 | -19.62 | ||||
| 2025-05-12 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 535,498 | 1.57 | 57,727 | -7.00 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 7,031 | 0.00 | 1 | |||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 3,721 | -7.69 | 443 | 2.08 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 280 | 0.00 | 30 | -9.09 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 9,847 | 0.00 | 1,062 | -9.39 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 18,131 | -15.67 | 1,955 | -23.55 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 4,762 | 3.01 | 513 | -6.56 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 30,006 | 13.79 | 3,235 | 3.13 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 82,558 | -16.65 | 8,721 | -17.59 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 24,554 | -20.48 | 2,647 | -27.94 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 20,647 | -0.68 | 2,226 | -9.99 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Kerusso资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 12,083 | -0.63 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 车床资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 斯普罗特焦点信托公司 | 100,000 | -4.76 | 10,780 | -13.67 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 43,254 | 0.20 | 4,663 | -9.19 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 40,701 | 13.40 | 4,388 | 2.79 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 54,273 | 8.02 | 5,851 | -2.09 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 6,894 | 6.00 | 743 | -3.88 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 14,495 | -3.85 | 1,563 | 156,100.00 | ||||
| 2025-06-25 | NP | FENY - 富达 MSCI 能源指数 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 | 3,083,843 | 3.74 | 325,746 | 2.57 | ||||
| 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 | 71,405 | -30.01 | 7,543 | -30.80 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 190,301 | 0.44 | 20,514 | -8.96 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 70 | 0.00 | 8 | -12.50 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 5,056 | 1.81 | 545 | -7.63 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 1,944 | 0.00 | 210 | -9.52 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 5,739 | 2.21 | 619 | -7.35 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 50,615 | 14.56 | 5,456 | 3.84 | ||||
| 2025-07-30 | 13F | BCK 合作伙伴公司 | 3,058 | -3.07 | 330 | -12.27 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 1,471 | 37.09 | 155 | 35.96 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 157,175 | 1.55 | 16,943 | -7.95 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 66,619 | 1.26 | 7,182 | -8.22 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 6,689 | -10.40 | 721 | -18.71 | ||||
| 2025-04-17 | 13F | 湾桥资本集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 114,645 | 1.50 | 12,359 | -8.00 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 59,076 | 0.00 | 6,368 | 90,871.43 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 7,933 | -6.25 | 855 | -15.01 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 3,465 | 17.50 | 374 | 6.57 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 390 | 0.00 | 41 | 0.00 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 4,243 | 41.72 | 457 | 28.37 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 1,017 | 3.78 | 110 | -6.03 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 2,931 | 0.00 | 316 | -9.48 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 760,847 | 0.36 | 82,019 | -9.04 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 1,032 | 45.97 | 111 | 32.14 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 4,428 | -5.08 | 477 | -4.79 | ||||
| 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 | 97 | 32.88 | 10 | 42.86 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 16,579 | -64.44 | 2 | -80.00 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 50,992 | 2.05 | 5,497 | -7.51 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 75,572 | -1.79 | 8,147 | -10.98 | ||||
| 2025-05-09 | 13F | 地平线家族财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 27,234 | 262.25 | 2,936 | 228.30 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 7,429 | 8.63 | 760 | -0.26 | ||||
| 2025-08-14 | 13F | 车床资本有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 34,536 | -1.34 | 3,723 | -10.59 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 242,051 | -7.61 | 27,023 | -13.27 | ||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 36,860 | -3.52 | 3,642 | -16.12 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 135,356 | 0.00 | 14,591 | -9.36 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 5,403 | -11.86 | 582 | -20.16 | ||||
| 2025-08-13 | 13F | 第1832章 | 943,873 | 8.73 | 101,750 | -1.44 | ||||
| 2025-07-29 | 13F | Dale Q Rice 投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 引导资本财富管理有限责任公司 | 17,072 | -2.88 | 1,840 | -11.96 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 2,120 | -30.83 | 229 | -37.36 | ||||
| 2025-07-14 | 13F | Buska 财富管理有限责任公司 | 3,205 | -0.19 | 346 | -9.45 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 118,095 | 2.40 | 12,731 | -7.18 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 130,811 | -4.71 | 14,101 | -13.63 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 7,585 | 0.54 | 818 | -8.92 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 52,497 | 46.22 | 5,659 | 32.56 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 22,533 | 2,380 | ||||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 19,518 | -6.16 | 2,062 | -7.25 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 8,416 | -0.02 | 907 | -9.39 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 89,900 | -12.55 | 10 | -25.00 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 8,830 | 0.00 | 952 | -9.43 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 13 | 0.00 | 2 | 0.00 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 55,589 | 9.69 | 5,872 | 8.46 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 12,219 | 0.00 | 1,291 | 0.00 | ||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 9,000 | 970 | ||||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 1,520 | 2.91 | 0 | |||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 81,030 | -2.56 | 8,735 | -11.68 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 4,096 | 41.88 | 442 | 28.57 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 41,146 | -2.54 | 4,436 | -11.67 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 80,265 | 0.00 | 8,211 | -8.10 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 4,170 | -25.80 | 450 | -32.78 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 13,320 | -0.64 | 1,436 | -9.97 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 374,964 | -10.69 | 40,057 | -18.30 | ||||
| 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 | 100,378 | -3.43 | 10,603 | -4.51 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 3,339 | 0.00 | 360 | -9.57 | ||||
| 2025-04-14 | 13F | 战略财富设计师 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 25,098 | 10.85 | 2,706 | 0.48 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 34,449 | -0.23 | 3,763 | 5.44 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 177,163 | -3.43 | 19,098 | -12.47 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 21,795 | -6.80 | 2,350 | -15.53 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 14,457 | 0.06 | 1,558 | -9.31 | ||||
| 2025-08-05 | 13F | 好事达公司 | 8,516 | -94.29 | 918 | -94.82 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 31,346 | 4.55 | 3,379 | -5.22 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 60,664 | -0.29 | 6,540 | -9.62 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 2,373 | 256 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 1,411,995 | -3.31 | 152,213 | -12.36 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 1,653 | 44.49 | 178 | 30.88 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 8,473 | -2.92 | 913 | -12.04 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 1,412 | 23.10 | 152 | 11.76 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 43,286 | 0.34 | 4,666 | -9.04 | ||||
| 2025-07-11 | 13F | 科罗拉多资本管理公司 | 3,690 | 1.15 | 0 | |||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 15,929 | 1.39 | 1,717 | -8.08 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 6,599 | 10.96 | 785 | 22.69 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 1,522 | 0.26 | 164 | -8.89 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 1,046 | 113 | ||||||
| 2025-07-22 | 13F | HRC财富管理有限公司 | 2,644 | 0.08 | 285 | -9.24 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 21,596 | 17.48 | 2,328 | 6.50 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 5,634 | -3.95 | 607 | -12.91 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 14,444 | 5.85 | 1,557 | -4.01 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 619,970 | -0.84 | 66,833 | -10.12 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 61,547 | -26.16 | 6,635 | -33.07 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 115,011 | 14.63 | 12,398 | 3.91 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 224,315 | 10.44 | 24,181 | 0.10 | ||||
| 2025-07-24 | NP | FSMTX - 富达 SAI 总债券基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,988 | 0.00 | 1,329 | -8.10 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 21,419 | 7.73 | 2,309 | -2.37 | ||||
| 2025-07-25 | NP | DIFAX - MFS 多元化收益基金 A | 12,460 | -44.17 | 1,275 | -48.71 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 4,072 | 3.93 | 439 | -5.81 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 300,679 | -1.48 | 30,759 | -9.47 | ||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 9 | 0.00 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 132,700 | -63.79 | 14,305 | -67.18 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 29,500 | 1,034.62 | 3,180 | 942.62 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 7,602,601 | 150.18 | 819,560 | 126.76 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 15,418 | 8.17 | 1,662 | -1.95 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 4,611 | 4.53 | 1 | |||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 201 | 1.01 | 22 | -8.70 | ||||
| 2025-07-09 | 13F | 企业银行 | 6,133 | -2.39 | 661 | -11.51 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 57,433 | 1.53 | 6,191 | -7.97 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 175,728 | -0.97 | 18,944 | -10.24 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 20,662 | 0.29 | 2,227 | -9.10 | ||||
| 2025-05-27 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90,948 | 3.51 | 10,816 | 14.44 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 706,769 | 2.76 | 76,190 | -6.86 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 72,265 | 7.82 | 8,304 | 20.12 | ||||
| 2025-08-13 | 13F | 麦科勒姆·克里斯托弗森集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,372,332 | 2.61 | 147,937 | -6.99 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -5,621 | -23.16 | -606 | -30.38 | |||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 36,763 | -1.01 | 3,963 | -10.26 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 12,993 | -10.06 | 1,400 | -18.51 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 12,291 | 0.00 | 1,325 | -9.38 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 179,814 | 7.87 | 19,384 | -2.22 | ||||
| 2025-07-08 | 13F | 第一国际信托银行 | 2,055 | -34.07 | 222 | -40.27 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 26,525 | -37.97 | 2,859 | -43.78 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 2,023 | -99.05 | 218 | -99.13 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 106,893 | 3.47 | 11,523 | -6.21 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 970,178 | 34.61 | 99,249 | 23.70 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 1,986 | 0.76 | 0 | |||||
| 2025-07-14 | 13F | 银行与信托公司 | 20,822 | 0.96 | 2,245 | -8.48 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 966 | 104 | ||||||
| 2025-07-09 | 13F | HFG 财富管理有限责任公司 | 33,505 | -3.82 | 3,985 | 6.33 | ||||
| 2025-07-17 | 13F | 多普金斯财富管理有限公司 | 6,748 | -27.25 | 727 | -34.09 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 9,349 | -6.03 | 1,008 | -14.88 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 5,029,274 | -1.00 | 542,156 | -10.27 | ||||
| 2025-08-13 | 13F | 加州第一租赁公司 | 160,800 | 0.00 | 17,334 | -9.36 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 53,304 | 6.09 | 5,746 | -3.83 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 51,802 | 1.42 | 5,584 | -8.07 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 9,653 | 2.21 | 1,041 | -7.39 | ||||
| 2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 814 | 43.82 | 86 | 41.67 | ||||
| 2025-08-25 | NP | FTXN - First Trust 纳斯达克石油和天然气 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 | 93,072 | -14.52 | 10,033 | -22.51 | ||||
| 2025-08-14 | 13F | 梅里韦瑟投资管理有限合伙人 | 700,393 | -24.51 | 75,502 | -31.57 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 26,462 | 0.11 | 2,940 | -6.46 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 4,711 | 11.87 | 508 | 1.40 | ||||
| 2025-05-30 | NP | STXG-Strive 1000 成长 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 13,244 | 23.15 | 1,428 | 11.66 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 110,782 | 3.99 | 11,702 | 2.82 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 325,797 | -3.03 | 35,121 | -12.11 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 469,721 | -1.51 | 50,636 | -10.73 | ||||
| 2025-08-05 | 13F | 美国资产公司 | 35,000 | 0.00 | 3,580 | -13.98 | ||||
| 2025-07-24 | 13F | Grace & White Inc /纽约 | 6,482 | 0.00 | 699 | -9.35 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 8,935 | 27.53 | 1 | |||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 31,071 | 1.14 | 3,349 | -8.32 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 62,066 | 0.00 | 7 | -14.29 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 6,466,300 | 74.36 | 697,067 | 58.04 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 1,248,408 | 116.30 | 134,578 | 96.05 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 10,077 | 0.64 | 1,031 | -7.54 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 15,330 | 1.34 | 1,653 | -8.17 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 82,539 | 3.79 | 8,898 | -5.92 | ||||
| 2025-05-09 | 13F | 帕鲁斯金融（英国）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | NWQAX - Nuveen NWQ 灵活收益基金 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 | 20,800 | 0.00 | 2,128 | -8.12 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 97,371 | -20.06 | 10,497 | -27.54 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 1,502 | -28.51 | 162 | -35.34 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 374,964 | 39,607 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 8,697,700 | -17.91 | 937,612 | -25.60 | |||
| 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 | 3,643 | 0.00 | 373 | -8.15 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 19,876 | -20.89 | 2,143 | -28.31 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 31,081 | 33.17 | 3,351 | 20.72 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 704,535 | 35.68 | 75,949 | 22.98 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 18,130 | -0.67 | 1,954 | -9.95 | ||||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 3,095 | 2.11 | 334 | -7.50 | ||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 7,852 | 3.52 | 846 | -6.21 | ||||
| 2025-07-29 | NP | DAGVX - 纽约梅隆银行动态价值基金 A 类 | 1,777,257 | 77.70 | 181,813 | 77.91 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 25,610 | -1.45 | 2,761 | -10.68 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 8,706 | -11.82 | 939 | -20.10 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 29,384 | -0.85 | 3,495 | 9.63 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 104,542 | -0.13 | 11,270 | -9.48 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 11,343 | -42.23 | 1,223 | -47.67 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 2,459 | 75.64 | 260 | 73.83 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 10,069 | -13.24 | 1,085 | -21.38 | ||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 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 | 466,473 | -1.23 | 47,720 | -9.24 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 32,427 | -1.03 | 3,496 | -10.29 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 408 | 0.25 | 44 | -10.42 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 10,176 | -9.49 | 1,097 | -18.03 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 52,319 | -0.72 | 5,640 | -10.00 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 467,813 | -49.78 | 50,430 | -54.48 | ||||
| 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 | 10,484 | -7.57 | 1,073 | -15.06 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 31,368 | -3.60 | 3,381 | -12.61 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 277 | -85.91 | 30 | -87.55 | ||||
| 2025-08-13 | 13F | 尊贵退休有限公司 | 39,138 | 0.00 | 4,219 | -9.35 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 1,814,322 | 15.62 | 196,470 | 5.27 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,204 | 76.35 | 4,334 | 59.83 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 17,496 | -11.26 | 1,886 | -19.54 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 151,200 | 2.30 | 15,971 | 1.15 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 51,600 | 0.00 | 5,279 | -8.11 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,220 | -8.38 | 1,925 | -9.42 | ||||
| 2025-07-02 | 13F | 海伦·斯蒂芬斯集团有限责任公司 | 45,735 | 9.54 | 4,930 | -0.70 | ||||
| 2025-08-29 | NP | Gamco 全球黄金、自然资源和收入信托 | 437,083 | 14.91 | 47,118 | 4.15 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 57,811 | 11.34 | 6,232 | 0.92 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 2,648 | 285 | ||||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 10,034 | -13.54 | 1,060 | -14.53 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 5,235 | 12.46 | 564 | 1.99 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 5,473 | -2.44 | 590 | -11.69 | ||||
| 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 | 796,496 | 0.75 | 85,862 | -8.68 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 7,603 | -88.99 | 820 | -89.16 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 25,298 | 87.88 | 2,727 | 70.33 | ||||
| 2025-07-23 | 13F | 奥斯汀资产管理公司 | 4,123 | -4.82 | 444 | -13.79 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 67,511 | 1.74 | 7,278 | -7.78 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 1,588 | -5.76 | 171 | -14.50 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 108,239 | -1.04 | 11,668 | -10.30 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 11,142 | 0.00 | 1,201 | -9.36 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 463,435 | 1.04 | 50 | -9.26 | ||||
| 2025-07-24 | NP | INFIX - Tortoise MLP 和能源收入基金机构类别股票 | 165,743 | -1.21 | 16,956 | -9.22 | ||||
| 2025-07-31 | 13F | 保守资本顾问公司 | 7,256 | -3.09 | 782 | -12.13 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 57,420 | 44.71 | 6,829 | 60.00 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 4,791 | -16.87 | 516 | -24.67 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 41,604 | -6.64 | 4,734 | -10.66 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 31,513 | -1.24 | 3,224 | -9.26 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 14,477 | -12.30 | 1,561 | -20.53 | ||||
| 2025-06-27 | NP | KEAT – 基廷主动型 ETF | 9,007 | 2.22 | 951 | 1.06 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 16,279 | -0.48 | 1,755 | -9.82 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 22,773 | -8.78 | 2,455 | -16.47 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 16,557 | 0.59 | 1,828 | -1.83 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 55,391 | -5.98 | 5,971 | -14.77 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 141,203 | 0.88 | 14,915 | -0.25 | ||||
| 2025-06-26 | NP | HRLIX - 哈特福德全球实物资产基金 I 类 | 11,975 | 61.61 | 1,265 | 59.80 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 68,449 | 1.82 | 7,379 | -7.71 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 1,547 | 167 | ||||||
| 2025-08-15 | NP | KMVAX - Kirr、马尔巴赫合作伙伴价值基金 | 15,230 | 0.00 | 1,642 | -9.39 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 181,793 | -0.66 | 19,203 | -1.78 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 740 | 0.00 | 80 | -10.23 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 3,506 | 0.00 | 378 | -9.37 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 67,772 | 1.39 | 7,306 | -8.10 | ||||
| 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 | 7,118 | 0.00 | 767 | -9.34 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 2,894 | -6.46 | 312 | -15.26 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 22,505 | 0.83 | 2,426 | -8.59 | ||||
| 2025-07-23 | 13F | 巅峰财务管理公司 | 2,969 | 0.00 | 320 | -9.35 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 1,079,990 | -0.67 | 116,423 | -9.96 | ||||
| 2025-07-21 | 13F | 单点合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 60,091 | 6,347 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 402,340 | 15.80 | 43,373 | 5.39 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 4,305 | 29.09 | 464 | 17.17 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 55 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 350 | 38 | ||||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 8,580 | 0.42 | 925 | -9.06 | ||||
| 2025-08-11 | 13F | 里夫斯 WH 有限公司 | 17,910 | -94.84 | 1,931 | -95.32 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 4,607 | 2.06 | 497 | -7.46 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 11,338 | -0.94 | 1,222 | -10.21 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 293,467 | -9.75 | 31,636 | -18.19 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 119,009 | -8.76 | 12,829 | -17.30 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 9,875 | -62.65 | 1,065 | -66.16 | ||||
| 2025-08-13 | 13F | RPg 家庭财富咨询有限责任公司 | 43,392 | 1,128.19 | 4,678 | 1,013.57 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 24,359 | -1.34 | 2,626 | -10.59 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 159,901 | 7.41 | 17,237 | -2.64 | ||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 113,124 | -14.80 | 11,949 | -15.76 | ||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 4,779 | -7.10 | 515 | -15.71 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 38,518 | 12.32 | 4,152 | 1.81 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 12,010 | -8.29 | 1,295 | -16.89 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 5,488 | -46.68 | 580 | -45.27 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 52,532 | -11.75 | 5,374 | -18.91 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 16,037 | 105.79 | 1,729 | 86.61 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 304,975 | 9.62 | 32,876 | -0.64 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 266,438 | -4.86 | 28,722 | -13.76 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 4,363 | 34.66 | 446 | 23.89 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 353,864 | 2.55 | 36,200 | -5.76 | ||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 1,063,114 | 0.00 | 108,757 | -8.11 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 37 | 0.00 | 4 | -25.00 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 6,036 | -2.03 | 1 | |||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 70,968 | 0.00 | 7,496 | -1.12 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 5,078 | -6.12 | 547 | -14.93 | ||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 34,235 | 4 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 5,100 | 4.08 | 550 | -5.67 | |||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 24,106 | 36.46 | 2,546 | 34.92 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,476 | -41.48 | 159 | -46.82 | ||||
| 2025-07-31 | 13F | 普伦投资管理有限责任公司 | 11,968 | 0.82 | 1,290 | -8.58 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 17,760 | 0.81 | 1,915 | -8.64 | ||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 56,715 | 53.65 | 5,991 | 51.91 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 1,014 | -10.27 | ||||||
| 2025-08-11 | 13F | 花旗集团 | Call | 1,350,300 | 41.42 | 145,562 | 28.19 | |||
| 2025-08-11 | 13F | 花旗集团 | 3,977,361 | -11.66 | 428,760 | -19.93 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 22,714 | 0.00 | 2,449 | -9.37 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 1,961,100 | 76.58 | 211,407 | 60.06 | |||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 1,849,070 | -3.19 | 195,317 | -4.28 | ||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 2,088 | -4.48 | 225 | -13.13 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 141,077 | 13.69 | 15,208 | 3.06 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 21,140 | -0.62 | 2,279 | -9.92 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 164,172 | 134.81 | 17,698 | 112.83 | ||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,246,036 | -27.69 | 134,323 | -34.46 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 11,097 | -1.22 | 1,196 | -10.48 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 能源 II 级 | 27,888 | 0.81 | 3,006 | -8.60 | ||||
| 2025-06-26 | NP | HFCVX - 轩尼诗基石价值基金投资者类别 | 48,710 | 0.00 | 5,145 | -1.11 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 10,865 | -21.25 | 1,148 | -19.11 | ||||
| 2025-07-16 | 13F | 阿马里洛国家银行 | 27,102 | -2.43 | 2,922 | -11.57 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 673 | 71 | ||||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 1,222 | 0.25 | 132 | -9.03 | ||||
| 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 | 3,049,952 | 0.00 | 322,166 | -1.12 | ||||
| 2025-06-18 | NP | RWSIX - Redwood 系统宏观趋势（“SMarT”）基金 I 类 | 14,445 | -3.31 | 1,526 | -13.65 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 5,699 | 0.00 | 614 | -9.31 | ||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 61,120 | 0.00 | 6,589 | -9.37 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 25,763 | 1.81 | 2,777 | -7.71 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 8,133 | 27.84 | 877 | 15.87 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 51,924 | 52.62 | 5,597 | 38.33 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 28,061 | -11.35 | 3,025 | -19.66 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 3,546 | -99.56 | 382 | -99.60 | ||||
| 2025-07-23 | 13F | 施鲁姆私人财富管理有限责任公司 | 6,185 | 0.42 | 667 | -9.02 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 55,936 | 2.92 | 6,032 | -6.67 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 425,979 | 2.25 | 45,921 | -7.32 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 20,440 | -20.91 | 2,203 | -28.31 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 386 | 31.29 | 39 | 21.88 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 45,361 | 38.70 | 4,975 | 27.90 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 19,796 | 0.20 | 2,134 | -9.15 | ||||
| 2025-08-06 | 13F | 梵克雅宝资产管理公司 | 173,546 | 1.01 | 18,708 | -8.44 | ||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 37,327 | 1.26 | 4,024 | -8.21 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 30,989 | -17.13 | 3,273 | -18.07 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 10,518,446 | -1.05 | 1,133,888 | -10.31 | ||||
| 2025-08-27 | 13F | 塞内卡财务顾问有限责任公司 | 21,108 | 0.00 | 2,275 | -9.36 | ||||
| 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 | 2,200,981 | 0.24 | 225,160 | -7.89 | ||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 7,693 | -1.76 | 1 | |||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 62,002 | 1.61 | 6,684 | -7.91 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 96,305 | 2.05 | 10,382 | -7.50 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 71,347 | 3.76 | 7,691 | -5.94 | ||||
| 2025-08-14 | 13F | Stonehaven 财富与税务解决方案有限责任公司 | 2,386 | -0.17 | 257 | -9.51 | ||||
| 2025-08-12 | 13F | 霍洛维斯科合作伙伴有限公司 | 122,600 | 0.00 | 13,216 | -9.36 | ||||
| 2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 19,235 | -1.29 | 2,074 | -10.53 | ||||
| 2025-09-05 | 13F/A | 普罗斯佩拉资本管理有限公司 | 2,543 | 4.78 | 274 | -4.86 | ||||
| 2025-08-13 | 13F | 倡导财富管理服务有限责任公司 | 4,277 | 461 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 190,431 | -9.99 | 20,528 | -18.42 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 101,516 | -0.49 | 10,943 | -9.80 | ||||
| 2025-07-25 | NP | IEVAX - 哥伦比亚全球股票价值基金 A 类 | 173,745 | -16.34 | 17,774 | -23.12 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 44,363 | 5 | ||||||
| 2025-08-06 | 13F | 神剑管理公司 | 26,918 | 0.55 | 2,902 | -8.86 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 36,849 | 6.32 | 3,972 | -3.62 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 18,210 | 1.52 | 1,963 | -7.97 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 11,064 | 24.54 | 1,193 | 12.88 | ||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 6,777 | -6.29 | 731 | -15.12 | ||||
| 2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MFS 总回报投资组合 A 级 | 48,104 | -1.50 | 5,186 | -10.73 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 206,025 | 3.08 | 22,209 | -6.57 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 12,479 | 0.91 | 1,345 | -8.50 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 2,037,186 | 0.48 | 219,609 | -8.93 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 80,409 | -0.20 | 8,668 | -9.54 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 62,310 | -11.87 | 6,717 | -20.12 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 5,466 | 0.00 | 589 | -9.38 | ||||
| 2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 6,700 | 6.64 | 722 | -3.35 | ||||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 11,200 | 0.00 | 1,207 | -9.38 | ||||
| 2025-08-07 | 13F | 威尔公司 | 6,209 | 0.40 | 669 | -8.98 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 2,650 | -4.88 | 286 | -13.90 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 259,533 | -1.10 | 27,414 | -2.21 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 39,085 | 2,500.47 | 4,213 | 2,266.85 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 10,600 | -98.70 | 1,143 | -98.82 | |||
| 2025-07-23 | 13F | 艾恩伍德金融有限公司 | 1,685 | 0.00 | 200 | 0.00 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 20,889 | -7.97 | 2,252 | -16.60 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 15,975 | -30.72 | 1,687 | -31.51 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 24,832 | -22.45 | 2,677 | -29.73 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 9,734 | 7.57 | 1,049 | -2.51 | ||||
| 2025-08-08 | 13F | 第1776章 | 9,193 | 0.00 | 991 | -9.33 | ||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 3,131 | -10.29 | 338 | -18.80 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 15,032 | 7.68 | 1,538 | -1.09 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 221,883 | -1.32 | 23,919 | -10.56 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 4,803 | -11.02 | 518 | -19.34 | ||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 18,443 | -4.42 | 1,988 | -13.34 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 资本顾问有限公司/纽约州 | 49,687 | 0.93 | 5,356 | -8.51 | ||||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 1,435,160 | -0.44 | 151,596 | -1.56 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 46,211 | -45.77 | 4,982 | -43.47 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 305 | 0.66 | 33 | -11.11 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 35,349 | -19.26 | 3,616 | -25.81 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | VERITY 财富顾问 | 7,940 | 0.00 | 856 | -9.43 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 180 | 18 | ||||||
| 2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 8,675 | 3.11 | 935 | -6.50 | ||||
| 2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 5,730 | 0.86 | 1 | |||||
| 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 | 1,086,100 | -17.86 | 111,108 | -24.52 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 41,444 | 0.85 | 4,468 | -8.59 | ||||
| 2025-08-14 | 13F | 毕宿五金融公司 | 5,754 | 0.77 | 620 | -8.69 | ||||
| 2025-08-06 | 13F | 云资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 14,762 | -39.57 | 1,591 | -45.23 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions 有限责任公司 | 2,711 | 0.93 | 292 | -8.46 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,322 | -217.23 | 7,006 | -206.04 | ||||
| 2025-08-27 | NP | ETF 机会信托 - 机会交易者 ETF | 3,388 | 365 | ||||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 2,113 | 4.92 | 228 | -5.02 | ||||
| 2025-06-25 | NP | ASLV - Allspring 特别大价值 ETF | 43,789 | 4,625 | ||||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 148,740 | -39.09 | 16,034 | -44.79 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 8,660 | 26.18 | 934 | 14.34 | ||||
| 2025-07-31 | 13F | QV 投资者公司 | 38,161 | 0.69 | 4 | 0.00 | ||||
| 2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 466,667 | -9.08 | 50,307 | -17.59 | ||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 2,465 | -2.95 | 266 | -12.25 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 20,556 | -82.38 | 2,283 | -81.98 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 38,728 | -11.12 | 3,962 | -18.33 | ||||
| 2025-07-11 | 13F | 先锋资本财富顾问 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 | 6,564 | 114.79 | 708 | 94.77 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 2,180 | 0.00 | 235 | -9.27 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 200 | 0.00 | 22 | -8.70 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 13,918 | -11.73 | 1,500 | -20.00 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 11,370 | 179.50 | 1,163 | 157.30 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 4,553 | 658.83 | 486 | 594.29 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 216,590 | -1.05 | 23,348 | -10.31 | ||||
| 2025-05-30 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 1,218 | 145 | ||||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 15,405 | 0.00 | 1,661 | -9.39 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 36,793 | -7.86 | 3,966 | -16.49 | ||||
| 2025-07-07 | 13F | 奥康纳金融集团有限责任公司 | 3,260 | -0.70 | 366 | -6.41 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 8,977 | -3.60 | 968 | -12.65 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 484 | 4.09 | 51 | 4.08 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,081 | -17.23 | 111 | -24.14 | ||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 6,792 | 0.00 | 732 | -9.29 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 1,021,100 | 16.87 | 110,075 | 5.93 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 1,564,900 | 12.75 | 168,696 | 2.20 | |||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 5,793 | 3.41 | 689 | 14.29 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 40,341 | -2.17 | 4,349 | -11.34 | ||||
| 2025-08-01 | 13F | 特维斯投资管理公司 | 15,460 | -11.31 | 1,667 | -11.15 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 23,200 | -6.08 | 2,683 | -6.62 | ||||
| 2025-07-08 | 13F | 伯恩伦特资产管理公司 | 7,327 | 116.97 | 790 | 96.76 | ||||
| 2025-04-17 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 4,816 | 12.76 | 519 | 2.37 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A2 系列 | 10,888 | -6.15 | 1,174 | -14.94 | ||||
| 2025-08-14 | 13F | DKRT投资公司 | 10,000 | 1,078 | ||||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 189,245 | 3.75 | 20,401 | -5.96 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 3,550 | 0.14 | 383 | -9.26 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 184,925 | -5.14 | 19,935 | -14.01 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 51,274 | 5,527 | ||||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 40,731 | 0.95 | 4,391 | -8.50 | ||||
| 2025-08-07 | 13F | 坎伯兰顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 19,286 | 1.05 | 2,079 | -8.37 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 98,717 | -1.06 | 10,640 | -10.32 | ||||
| 2025-07-25 | 13F | 瑞迪财富管理有限公司 | 2,874 | 0.00 | 310 | -9.38 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 10,194 | 0.10 | 1,099 | -9.33 | ||||
| 2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 62,155 | 0.00 | 6,358 | -8.11 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 18,300 | -8.18 | 1,872 | -15.60 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 2,682 | -4.89 | 289 | -13.73 | ||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 1,245 | 25.13 | 134 | 13.56 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 5,267 | 16.73 | 568 | 5.78 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 31,503 | 9.90 | 3,396 | -0.38 | ||||
| 2025-07-15 | 13F | 克里斯滕森·金与合伙人投资服务公司 | 3,781 | -3.50 | 408 | -10.75 | ||||
| 2025-08-11 | 13F | 赖斯霍尔詹姆斯联合有限公司 | 4,429 | 12.73 | 477 | 2.14 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 158,054 | 16,695 | ||||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 180 | -98.81 | 19 | -98.94 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 66,031 | 0.96 | 7,052 | 0.48 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 389,769 | 1.44 | 42,017 | -8.05 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 2,674 | -13.24 | 288 | -21.31 | ||||
| 2025-07-11 | 13F | 四城投资集团有限责任公司 | 11,059 | 0.14 | 1,192 | -9.22 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 5,049 | -19.92 | 544 | -27.37 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 6,088 | 656 | ||||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 200,571 | -2.06 | 21,622 | -11.23 | ||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 8,976 | -27.20 | 1 | -100.00 | ||||
| 2025-07-16 | 13F | 西尔维斯特顾问有限责任公司 | 6,163 | 0.28 | 664 | -9.04 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 28,313 | -2.45 | 3,052 | -11.56 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 266,154 | -2.61 | 27,228 | -10.51 | ||||
| 2025-04-17 | 13F | 美第奇资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 62,812 | 14.46 | 6,771 | 3.75 | ||||
| 2025-07-18 | NP | MAIPX - MAI 机构管理波动基金 | 7,329 | 0.00 | 750 | -8.10 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 47,589 | 0.57 | 5,130 | -8.83 | ||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 4,968 | 0.00 | 536 | -9.32 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 739 | 42.39 | 0 | |||||
| 2025-07-29 | 13F | 百丽资本国际有限公司 | 4,499 | -14.45 | 485 | -22.56 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 1,820 | -1.30 | 196 | -10.50 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 13,323 | 82.28 | 1,436 | 65.25 | ||||
| 2025-08-12 | 13F | 集中财富管理 | 5,506 | -3.03 | 594 | -12.15 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 14,049 | 4.02 | 1,514 | -5.73 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 313 | 7.19 | 33 | 6.45 | ||||
| 2025-07-23 | 13F | 温德尔财富有限责任公司 | 71,311 | 6.02 | 7,687 | -3.90 | ||||
| 2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 3,900 | 0.00 | 412 | -1.20 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 10,732 | 17.66 | 1,157 | 22.59 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 112,652 | 0.00 | 12,144 | -9.36 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 3,693 | -4.94 | 398 | -13.85 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 32,307 | 108.42 | 3,483 | 88.93 |
