机构投资人持股和股东
Chubb Limited (GB:0VQD) 有 2989 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 421,963,161 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Berkshire Hathaway Inc, State Street Corp, Price T Rowe Associates Inc /md/, Fmr Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Capital World Investors, VFINX - Vanguard 500 Index Fund Investor Shares, and GQG Partners LLC .
Chubb Limited (LSE:0VQD)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 5, 2025 is 278.71 / share. Previously, on September 9, 2024, the share price was 292.27 / share. This represents a decline of 4.64% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 3,680 | 56.93 | 994 | 46.18 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 1,735 | 0.00 | 503 | -4.02 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 152 | 0.00 | 44 | -2.22 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 1,516 | 2.36 | 439 | -1.79 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 312,955 | 3.79 | 90,669 | -0.43 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 1,071,823 | -1.34 | 310,529 | -5.35 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 658,683 | -5.67 | 188,436 | -0.75 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 44,625 | 0.81 | 13 | -7.69 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 33,540 | 27.01 | 9,717 | 21.86 | ||||
| 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 | 17,400 | 16.76 | 4,978 | 22.86 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 684,735 | -1.57 | 198,381 | -5.57 | ||||
| 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 | 495,273 | -9.49 | 141,688 | -4.76 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,232 | -47.99 | 357 | -50.21 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,815 | -41.93 | 816 | -44.33 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 19 | 0.00 | 0 | |||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,222 | 5.94 | 2,444 | 10.29 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 5,365 | -45.23 | 1,554 | -47.46 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 23 | 7 | ||||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 273,887 | 0.00 | 79,351 | -4.06 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 582,210 | 1.56 | 168,678 | -2.56 | ||||
| 2025-07-09 | 13F | 太平洋资本财富顾问公司 | 1,202 | -1.48 | 337 | -8.70 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 780 | 3.17 | 226 | -1.32 | ||||
| 2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 2,033 | 0.00 | 589 | -3.92 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 10,502 | -4.54 | 3,043 | -8.43 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,537 | 13.97 | 735 | 9.23 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 45 | 0.00 | 13 | 0.00 | ||||
| 2025-08-25 | NP | DVLU - First Trust Dorsey Wright 动量和价值 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 | 1,853 | -39.64 | 537 | -42.18 | ||||
| 2025-08-26 | NP | GIEYX - 国际股票基金机构 | 47,079 | 7.33 | 13,640 | 2.97 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 8,310 | -18.21 | 2,408 | -21.54 | ||||
| 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 | 66,669 | 0.00 | 19,073 | 5.22 | ||||
| 2025-08-12 | 13F | 联合银行 | 1,709 | -1.44 | 495 | -5.35 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,606 | 0.69 | 459 | 6.00 | ||||
| 2025-08-06 | 13F | 南州公司 | 57,399 | 2.34 | 16,630 | -1.82 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 354,488 | 1.45 | 102,702 | -2.67 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 4,723 | 4.61 | 1,368 | 0.37 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 732 | 212 | ||||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 599 | 174 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 200 | 0.00 | 58 | -5.00 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 2,050 | 0.00 | 594 | -4.20 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 16,665 | -1.65 | 4,844 | -5.32 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 58,058 | -44.92 | 16,821 | -47.16 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 2,791 | 4.14 | 829 | 8.37 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 898,552 | 4.97 | 260,328 | 0.71 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 677,524 | 0.97 | 196 | -2.97 | ||||
| 2025-08-28 | NP | KIE - SPDR(R) S&P 保险 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 | 56,404 | -9.46 | 16,341 | -13.14 | ||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 5,783 | -20.96 | 1,654 | -16.84 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 60 | 17 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 396 | 0.00 | 115 | -4.20 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 2,634 | -0.94 | 1 | |||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 143,630 | 1.91 | 41,751 | -2.19 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 10,089 | -32.57 | 2,923 | -35.33 | ||||
| 2025-07-17 | 13F | 奥克蒙特公司 | 240 | 0.00 | 70 | -4.17 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 9,177 | -37.05 | 2,659 | -39.62 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 4,754 | -0.40 | 1,436 | 56.15 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 3,971 | 9.33 | 1,169 | 6.47 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 1,278 | 2.00 | 370 | 2.21 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 1,352 | 376 | ||||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 12,500 | -6.18 | 3,622 | -9.99 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 13,588 | 0.32 | 3,950 | -3.73 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 15,636 | 166.51 | 4,530 | 157.97 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 678 | 29.89 | 197 | 24.05 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 345 | 6.15 | 100 | 1.02 | ||||
| 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 | 9,995 | -4.76 | 2,971 | -0.87 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 50,085 | 1.85 | 14,511 | -2.29 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 5,778 | -1.28 | 1,674 | -5.26 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 4,456 | 0.32 | 1,291 | -3.80 | ||||
| 2025-08-07 | 13F | 第1620章 | 21 | 0.00 | 6 | 0.00 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 790 | 221 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 13 | 4 | ||||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 3,949 | -74.62 | 1,144 | -75.65 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 826,368 | 0.13 | 236,407 | 5.36 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 7,800 | 0.00 | 2,260 | -4.12 | |||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 1,563 | 8.47 | 453 | 3.91 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 246 | 1,130.00 | 71 | 1,083.33 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,647 | 18.56 | 1,059 | 13.64 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 7,800 | 0.00 | 2,260 | -4.12 | |||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 728 | 0.00 | 211 | -4.11 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 115,567 | -47.57 | 33,482 | -49.70 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 1,596 | -2.03 | 462 | -5.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 500 | -1.38 | 145 | -5.88 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 3,500 | 1,014 | |||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,656 | 19.53 | 1,639 | 14.63 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 31,580 | -10.77 | 9,149 | -14.40 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,015 | 11.74 | 8,920 | 16.33 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 752,138 | 4.66 | 223,535 | 8.96 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 306 | 12.92 | 89 | 8.64 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 2,171 | 1.69 | 629 | -2.48 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 12,813 | 4.25 | 3,712 | 0.03 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 12,494 | -44.74 | 3,620 | -46.99 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 18,174 | -7.49 | 5,401 | -3.69 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 17,411 | 6.57 | 5,044 | 2.25 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 33 | 0.00 | 9 | 12.50 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 117,186 | 0.27 | 33,951 | -3.80 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 170 | 169.84 | 49 | |||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,911 | -3.78 | 554 | -7.68 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 6,153 | -3.15 | 1,783 | -7.09 | ||||
| 2025-07-29 | NP | FIKDX - Kempner Multi-Cap Deep Value Fund 机构类别 | 5,500 | 0.00 | 1,635 | 4.08 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 22,552 | -1.82 | 6,534 | -5.81 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 9,446 | 35.68 | 2,736 | 35.33 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 12,070 | 2.20 | 3,497 | 0.29 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 76,424 | -4.90 | 22,142 | -8.76 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 32 | 0.00 | 9 | 0.00 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 8,278 | 5.33 | 2,398 | 1.05 | ||||
| 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 | 286 | 10.85 | 83 | 6.49 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 121,442 | -0.69 | 34,742 | 4.50 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 345 | 0.00 | 100 | -4.81 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -3,748 | -152.79 | -1,086 | -155.33 | |||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 373 | 38.66 | 108 | 33.33 | ||||
| 2025-05-20 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 1,690 | -93.51 | 510 | -89.82 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,192 | 0.00 | 341 | 5.25 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 729 | 7.52 | 212 | 2.93 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 21,291 | -11.83 | 6,168 | -15.41 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 2,100 | 29.63 | 608 | 24.34 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 1,020 | 0.00 | 296 | -4.22 | ||||
| 2025-07-17 | 13F | 受托顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 323 | -18.02 | 94 | -21.19 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 3,696 | 10.72 | 1,098 | 15.34 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,800 | 53.45 | 521 | 47.18 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 112 | 0.00 | 32 | -3.03 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 73,618 | -2.56 | 21,329 | -6.52 | ||||
| 2025-05-28 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 34,390 | -71.67 | 10,385 | -66.98 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 20 | 6 | ||||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 9,917 | -1.25 | 2,873 | -5.24 | ||||
| 2025-08-20 | NP | WBIIX - 威廉·布莱尔机构国际成长基金机构类 | 22,775 | -4.52 | 6,598 | -8.40 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 22,741 | 248.68 | 6,589 | 234.59 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 2,649 | 0.00 | 767 | -4.01 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,256 | 20.19 | 1,233 | 15.34 | ||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 方面财富公司 | 757 | 201 | ||||||
| 2025-07-24 | 13F | Shikiar资产管理公司 | 22,391 | -4.48 | 6 | -14.29 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,479 | 428 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 9,168 | 0.00 | 2,656 | -4.05 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,802 | 10.93 | 812 | 6.43 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 106,814 | 1.71 | 30,946 | -2.42 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 1,077 | 0.56 | 312 | -3.41 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,380 | 28.49 | 400 | 23.15 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 4,222 | 43.90 | 1,223 | 38.04 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 4,630 | -58.98 | 1,341 | -60.65 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 15,113 | -17.77 | 4,379 | -21.12 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 169,320 | -4.26 | 49,055 | -8.15 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 14,173 | 0.80 | 4 | 0.00 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 29,841 | 10.63 | 8,869 | 15.17 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 64,996 | -3.02 | 18,831 | -6.96 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,058 | 1,194.34 | 589 | 1,267.44 | ||||
| 2025-05-29 | NP | 北极光基金信托 - BTS 增强型股票收益基金 - I 类 | 1,500 | 190.70 | 453 | 218.31 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 123 | 0.00 | 36 | -5.41 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 167 | 48 | ||||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 3,383 | -30.28 | 980 | -33.11 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,699 | 492 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,537,755 | -17.40 | 445,518 | -20.76 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 57 | 0.00 | 17 | -5.88 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 39 | -89.40 | 11 | -90.09 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 7,600 | -49.33 | 2,202 | -51.40 | |||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 15 | 4 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 1,799 | 521 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 11,800 | -39.80 | 3,419 | -42.25 | |||
| 2025-05-27 | NP | FTCS - First Trust Capital Strength 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 | 629,312 | 5.10 | 190,046 | 14.88 | ||||
| 2025-04-01 | 13F | 第一金融银行-信托部 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,274 | 0.00 | 1,567 | 4.12 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 1,326 | 0.00 | 384 | -4.00 | ||||
| 2025-07-21 | 13F | 赛捷金融管理集团有限公司 | 1,300 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 33,407 | -1.46 | 9,679 | -5.46 | ||||
| 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 | 79,889 | 0.08 | 22,855 | 5.31 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 6,237 | -0.40 | 1,807 | -4.49 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,889 | 2.92 | 781 | -2.26 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 5,785 | 1.67 | 1,676 | -2.44 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 5,049 | 2.91 | 1,463 | -1.28 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 2,050 | 1.99 | 594 | -2.31 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 73,852 | -58.13 | 21,396 | -59.83 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 2,336 | 106.18 | 677 | 97.66 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 62,880 | -0.63 | 18,218 | -4.67 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 18,314 | -6.39 | 4,872 | -17.54 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 1,328 | -16.53 | 385 | -20.00 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 710 | 0.42 | 206 | -3.76 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 2,225 | 0.00 | 645 | -4.02 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 101,679 | 67.94 | 29,505 | 61.37 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 9,633 | 12.36 | 2,863 | 16.96 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 907 | 30.32 | 263 | 24.76 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 70,916 | -1.07 | 21 | -4.76 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 1,080 | -34.35 | 313 | -37.10 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 2,878 | 0.00 | 834 | -4.14 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,054 | -11.92 | 595 | -7.61 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 11,291 | 2.24 | 3,271 | -1.92 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 339 | -35.06 | 0 | |||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 740 | 0.00 | 214 | -4.04 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 18,930 | 7.70 | 5,626 | 12.12 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 1,786 | -7.41 | 517 | -11.17 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 10,119 | -3.32 | 2,895 | 1.72 | ||||
| 2025-05-15 | 13F | 资产配置策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 34,496 | -3.98 | 10 | -99.92 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 773,426 | 13,234.93 | 224,077 | 12,697.03 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 14,381 | -1.68 | 4,166 | -5.68 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,344 | 0.00 | 389 | -3.95 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 74,491 | 0.72 | 21,654 | -3.34 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 55 | 0.00 | 0 | |||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 119,523 | -0.79 | 34,628 | -4.82 | ||||
| 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 | 3,085 | 0.00 | 894 | -4.08 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 2,197 | -0.45 | 637 | -4.50 | ||||
| 2025-08-14 | 13F | 安盛公司 | 87,794 | 47.20 | 25,436 | 41.22 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 211,815 | 21.22 | 61,367 | 16.30 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 430,266 | 155.29 | 124,657 | 144.91 | ||||
| 2025-08-13 | 13F | 美国联合证券公司（d/b/a 无人机资产管理） | 22,996 | -50.04 | 6,662 | -52.07 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 12,589 | -7.16 | 3,741 | -3.36 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,494 | 5.14 | 433 | 0.70 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 982 | -10.16 | 285 | -13.94 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 35,034 | 10,412 | ||||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 209,275 | 3.65 | 60,619 | -0.57 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 17,100 | 6.88 | 4,954 | 2.55 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 2,298 | 0.04 | 666 | -4.04 | ||||
| 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 | 12,992 | 2.96 | 3,717 | 8.34 | ||||
| 2025-07-24 | 13F | 康宁公司 | 3,011 | -3.65 | 872 | -7.53 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,153 | 17.73 | 37,708 | 12.95 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 17,215 | -6.33 | 4,925 | -1.44 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 10,676 | -1.26 | 3,054 | 3.91 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 2,951 | 19.67 | 855 | 14.78 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 66,705 | -9.57 | 19,326 | -13.25 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,672 | 0.98 | 774 | -1.28 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 14,659 | 0.00 | 4,247 | -4.04 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 6,000 | 0.00 | 1,738 | -4.03 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 1,692 | 0.00 | 490 | -3.92 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 41,645 | -3.78 | 12,066 | -7.69 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 5,304 | -2.43 | 1,537 | -6.40 | ||||
| 2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 42,000 | 0.00 | 12,015 | 5.23 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 21,764 | -0.15 | 6,327 | -4.18 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 132,647 | 0.34 | 38,430 | -3.73 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 1,810 | -3.47 | 524 | -7.42 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 12,990 | -8.78 | 3,763 | -12.49 | ||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 240,769 | -7.19 | 68,879 | -2.34 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 136 | -24.86 | 39 | -22.45 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 62,873 | -6.35 | 18,215 | -10.16 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 65,655 | 1.39 | 18,783 | 6.69 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 97,633 | 1.95 | 28 | 0.00 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 982 | 0.00 | 285 | -4.05 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 162 | -7.43 | 47 | -11.54 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 555,915 | -3.23 | 161 | -6.94 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 42,999 | -2.86 | 12,458 | -6.81 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 28,202 | 560.00 | 8,171 | 533.33 | ||||
| 2025-05-14 | 13F | 斯通里奇投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 26,377 | 0.14 | 7,642 | -3.94 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 4,176 | -9.61 | 1,210 | -13.33 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,832 | 14.15 | 1,400 | 9.47 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 21,927 | 0.34 | 6,622 | 9.67 | ||||
| 2025-04-23 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 105 | 169.23 | 30 | 163.64 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 31,059 | 101.39 | 8,999 | 93.21 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 56,003 | 763.58 | 16 | 1,500.00 | ||||
| 2025-07-25 | NP | MEIAX - MFS价值基金A | 3,401,348 | -2.76 | 1,010,881 | 1.23 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,237 | 14.75 | 358 | 10.15 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 413 | 0.00 | 120 | -4.03 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 4,191 | -2.51 | 1,214 | -6.47 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 408,883 | 118,462 | ||||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 2,105 | 0.00 | 1 | |||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 259 | 15.62 | 74 | 23.33 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 52,427 | 3.10 | 15,189 | -1.09 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 1,205 | -2.03 | 349 | -5.93 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 113 | 32 | ||||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 96,749 | -0.37 | 28,122 | -4.39 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 1,717 | -12.44 | 497 | -16.05 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 267,172 | 2.88 | 77,405 | -1.30 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 18,041 | 0.00 | 5,227 | -4.07 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 13,332 | -3.27 | 4 | -25.00 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 7,056 | -1.54 | 2,044 | -5.55 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 736 | -24.44 | 213 | -27.55 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 473,942 | -7.86 | 137 | -11.61 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 20,081 | -80.17 | 5,968 | -79.35 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 27,546 | 1.85 | 7,880 | 7.17 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 163 | -44.75 | 47 | -42.50 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 6,599 | 1,912 | ||||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 923 | -0.22 | 268 | -4.30 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 200 | -85.71 | 58 | -86.49 | |||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 442 | -15.97 | 128 | -18.99 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 4,903 | 0.16 | 1,420 | -3.92 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 2,272 | 1.38 | 658 | -2.66 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 152,745 | -1.69 | 44,253 | -5.68 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 2,486 | 3.93 | 722 | -0.14 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 879 | -8.72 | 255 | -12.41 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 10,717 | -36.62 | 3,105 | -39.21 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 3,813 | -9.04 | 1,105 | -12.73 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,127 | 327 | ||||||
| 2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 1,872 | 0.00 | 542 | -4.07 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 3,686 | -8.67 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 1,725 | 48.58 | 500 | 42.57 | ||||
| 2025-08-13 | 13F | 第1832章 | 8,740 | -33.04 | 2,532 | -35.75 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 9 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 917 | -67.72 | 266 | -69.08 | ||||
| 2025-07-25 | 13F | RoundAngle 顾问有限公司 | 4,450 | 8.56 | 1,289 | 4.20 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 1,495 | 3.75 | 433 | |||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 5,362 | -3.65 | 1,553 | -7.56 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 163 | 48.18 | 47 | 42.42 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 22,689 | 215.74 | 6,573 | 202.90 | ||||
| 2025-07-24 | 13F | 活橡树投资伙伴 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 47,227 | 3.98 | 13,683 | -0.24 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 326,552 | -6.79 | 94,609 | -10.58 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 147 | 764.71 | 43 | 740.00 | ||||
| 2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 6,383 | -4.20 | 1,826 | 0.83 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 4,264 | -2.85 | 1,235 | -6.79 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 4,993 | 0.00 | 1,447 | -4.05 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 5,539 | -15.97 | 1,605 | -19.40 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | Put | 399 | -3.86 | |||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 3,170 | 0.00 | 918 | -4.08 | ||||
| 2025-06-17 | NP | GSIHX - 高盛 GQG Partners 国际机会基金 A 类股票 | 5,204,561 | 38.47 | 1,488,921 | 45.70 | ||||
| 2025-04-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 225 | 61 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 6,445,472 | 0.35 | 1,867,383 | -3.72 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 54,118 | 4.00 | 15,679 | -0.22 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 14,119 | 74.24 | 3,802 | 55.44 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 35,400 | 69.38 | 10,256 | 62.51 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 54,641 | 1,098.79 | 16 | 1,400.00 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 11,073 | -1.57 | 3,208 | -5.56 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 1,126 | 0.27 | 326 | -3.83 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 6,149 | 30.58 | 1,782 | 25.25 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 131 | -13.82 | 40 | -4.88 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 21,442 | 1.53 | 6,217 | -2.60 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 100 | -18.03 | 29 | -22.22 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 19,323 | 46.18 | 5,598 | 40.27 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 3,536 | -0.03 | 1,024 | -4.12 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | MFA财富服务 | 1,516 | -0.39 | 439 | -4.36 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 34 | 183.33 | 10 | 200.00 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 811 | 2.79 | 235 | -1.68 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 304,144 | -1.81 | 88,117 | -5.80 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 26,948 | 0.00 | 7,807 | -4.07 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 10,965 | 0.00 | 3,177 | -4.08 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 8,070 | -0.26 | 2,338 | -4.30 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 187 | 0.00 | 54 | -3.57 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 3,518 | -21.33 | 1,006 | -17.20 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 2,722 | 3.03 | 789 | -1.13 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 426 | -2.29 | 123 | -6.11 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 28,387 | 0.00 | 8,224 | -4.06 | ||||
| 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 | 8,962 | 10.78 | 2,596 | 12.82 | ||||
| 2025-05-09 | 13F | 万洲基石投资公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 4,197 | -5.62 | 1,201 | -0.74 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 8,803 | -1.27 | 2,469 | -2.26 | ||||
| 2025-08-13 | 13F | 戴维斯资产管理有限合伙人 | 450,000 | 0.00 | 130,374 | -4.06 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 96,407 | 27.63 | 27,931 | 22.45 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 13,133 | 37.04 | 3,805 | 31.49 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 351 | 0.00 | 102 | -3.81 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 11,055 | 0.00 | 3,203 | -4.07 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 雷尼兰德尔投资管理公司 | 800 | 0.00 | 233 | -4.13 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,241 | 360 | ||||||
| 2025-06-26 | NP | AWWIX - CIBC ATLAS INTERNATIONAL GROWTH FUND 机构类别股票 | 46,164 | 4.39 | 13,207 | 9.84 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,519,662 | 0.16 | 1,309,436 | -3.91 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 18,589 | 3.03 | 5,386 | -1.16 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,003 | 0.00 | 291 | -3.97 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 19,053 | 14.83 | 5,535 | 10.15 | ||||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 333,359 | 4.92 | 96,581 | 0.66 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 商业银行 | 209,872 | 1.60 | 60,804 | -2.53 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,265,604 | -26.59 | 367 | -29.62 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 1,546 | -94.07 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 9,910 | 38.14 | 2,881 | 32.54 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 1,191 | 0.00 | 345 | -3.90 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 284,689 | 24.81 | 80,795 | 17.29 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 6,191 | -14.10 | 1,870 | -6.13 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 957 | 4.25 | 277 | 0.00 | ||||
| 2025-08-05 | 13F | 好事达公司 | 737 | -93.72 | 214 | -93.99 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 337 | 96 | ||||||
| 2025-08-22 | NP | FFIDX - 富达基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316,500 | 0.00 | 91,696 | -4.06 | ||||
| 2025-07-09 | 13F | 企业银行 | 3,598 | -2.73 | 1,042 | -6.71 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 1,472 | -4.10 | 420 | -7.91 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 902 | -52.28 | 268 | -50.28 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 153,102 | 4.22 | 44,521 | 0.00 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 16,343 | -66.28 | 4,735 | -67.65 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 9,078 | 0.00 | 2,597 | 5.23 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,080 | 0.00 | 313 | -4.29 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 424,713 | 3,944.89 | 123,048 | 3,781.61 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 3,858 | 13.67 | 1,118 | 9.08 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 807 | 234 | ||||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 2,160 | 60.59 | 626 | 53.94 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 70 | 7.69 | 20 | 5.26 | ||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 6,125 | 0.00 | 1,775 | -4.06 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 10,381 | 0.19 | 3,008 | -3.87 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 1,380 | 0.29 | 400 | -3.86 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 9,674 | -4.90 | 2,803 | -8.76 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 14,165 | -10.11 | 4,104 | -13.77 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 8,067 | 1.71 | 2,337 | -2.42 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 4,190 | 0.00 | 1,214 | -4.11 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 275 | -0.72 | 80 | -4.82 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 4,169 | -31.51 | 1,193 | -27.93 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 931 | -11.67 | 270 | -15.41 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 118 | 0.00 | 34 | -2.86 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 2,966 | -3.73 | 859 | -7.63 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 4,205 | -56.07 | 1,218 | -57.85 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 6,798 | 11.46 | 1,969 | 6.95 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 362,902 | 0.00 | 105,140 | -4.06 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 1,992 | -21.57 | 577 | -24.77 | ||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 172,336 | 0.00 | 51,218 | 4.11 | ||||
| 2025-06-26 | NP | GBLAX - 美国基金全球平衡基金 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 728,728 | -15.14 | 208,475 | -10.70 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 3,193 | -59.84 | 925 | -61.46 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 879 | -18.61 | 255 | -22.09 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,067 | 309 | ||||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 61,883 | -64.93 | 17,929 | -66.36 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 18,710 | 0.00 | 5,353 | 5.23 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 54 | 0.00 | 16 | -6.25 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 7,367 | 40.81 | 2,189 | 46.62 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 2,980 | 4.12 | 863 | -0.12 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 37,717 | -2.50 | 10,927 | -6.45 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 7,949 | 1.64 | 2,303 | 3.51 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 5,664 | -2.65 | 1,641 | -6.61 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 378,461 | -12.16 | 108,989 | -16.05 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 2,874 | 0.00 | 833 | -4.04 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 1,665 | 0.00 | 482 | -3.98 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,326 | 60.14 | 384 | 53.60 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 223,458 | 3.69 | 65 | -1.54 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 320,965 | -10.86 | 91,822 | -6.20 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 4,330 | -1.25 | 1,255 | -5.29 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 240,365 | 0.48 | 69,843 | -3.58 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 16,060 | 5.45 | 4,653 | 1.15 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 2,883 | -8.30 | 835 | -12.01 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 1,488 | -2.17 | 431 | -6.10 | ||||
| 2025-04-21 | 13F | 银橡树证券公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 2,172 | -0.73 | 629 | -4.70 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 3,546 | 16.88 | 1,027 | 12.12 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 13,714 | -2.81 | 3,973 | -6.76 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 139,773 | 195.50 | 40,495 | 183.50 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 7,293 | 11.16 | 2,113 | 6.66 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 333,042 | -0.04 | 96,489 | -4.10 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,149 | 9.14 | 623 | 4.71 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 15 | 4 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 87,931 | 0.42 | 26,133 | 4.54 | ||||
| 2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 1,551 | 449 | ||||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 21,301 | 6,094 | ||||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 14,754 | 191.93 | 4,274 | 180.08 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 4,220 | 20.47 | 1,223 | 15.61 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 3,792 | 1,127 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 136,264 | 18.94 | 39 | 14.71 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 1,032 | 0.00 | 299 | -4.18 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 1,942 | -8.14 | 563 | -11.91 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 36 | 5.88 | 10 | 11.11 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 708 | 0.00 | 205 | -3.76 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 6,095 | 1,766 | ||||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 44,651 | 6.32 | 12,936 | 2.00 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 123,917 | 1.43 | 35,901 | -2.69 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 140 | 42 | ||||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 5,635 | 11.78 | 1,633 | 7.23 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 10,740 | -1.60 | 3,112 | -5.61 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,873 | -4.00 | 543 | 3.83 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 20,073 | 0.00 | 5,816 | -4.06 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,841,868 | -11.25 | 844,603 | -7.60 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 29,750 | 32.62 | 9 | 33.33 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 1,613 | -4.56 | 479 | -0.62 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 21 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,615 | 6.13 | 758 | 1.88 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 1,000 | 0.00 | 290 | -3.99 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 5,490 | 33.54 | 1,590 | 28.12 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 11,212 | 0.00 | 3,208 | 5.22 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 21,996 | 13.57 | 6,373 | 8.94 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 1,563 | -5.27 | 453 | -9.24 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 608 | -3.80 | 174 | 1.17 | ||||
| 2025-08-26 | NP | EWMCX - Evercore 股票基金 | 45,960 | 0.00 | 13,316 | -4.06 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 1,031 | 0.00 | 300 | -4.17 | ||||
| 2025-07-21 | 13F | 北极星资本管理有限责任公司 | 104,449 | -6.62 | 30,261 | -10.41 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 81 | -31.93 | 23 | -34.29 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 215,257 | -11.12 | 62,364 | -14.73 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,160 | 3.85 | 626 | -0.48 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 21,667 | 0.45 | 6,277 | -3.64 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 10 | 0.00 | 3 | -33.33 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 8,605 | -1.00 | 2,462 | 4.15 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 184,940 | 4.89 | 53,581 | 0.63 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 885 | 10.76 | 256 | 6.22 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 144,774 | 3.92 | 41,942 | -0.31 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 12,735 | 1.55 | 3,690 | -2.56 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 35 | -32.69 | 10 | -33.33 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 3,197 | -36.67 | 950 | -17.96 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,510 | -7.48 | 437 | -11.18 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 57,104 | 16.38 | 16,544 | 11.66 | ||||
| 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 | 394,179 | 0.00 | 117,150 | 4.10 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 5,165 | 259.93 | 1,496 | 245.50 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 176 | -4.35 | 51 | -9.09 | ||||
| 2025-08-14 | 13F | 亨利詹姆斯国际管理公司 | 3,232 | -0.06 | 936 | -4.10 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 403 | 38.49 | 120 | 43.37 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 22 | 0.00 | 6 | 20.00 | ||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 224,370 | 0.00 | 66,683 | 4.10 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 1,394 | -2.79 | 404 | -6.93 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 3,641 | -4.96 | 1,055 | -8.82 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,659 | 4.80 | 481 | 0.42 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 124 | 0.00 | 36 | -5.41 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 3,841 | 2.43 | 1,160 | 11.87 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 12 | 3 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 84 | 24 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 361 | -11.08 | 105 | -14.75 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 364 | -19.47 | 105 | -22.79 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 29 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 1,705 | -22.85 | 494 | -26.09 | ||||
| 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 | 257,591 | 15.45 | 73,692 | 21.48 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 6,036 | 50.71 | 1,749 | 44.82 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 7,291 | 12.32 | 2,112 | 7.76 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,248 | 3.88 | 668 | 8.27 | ||||
| 2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 30,250 | 44.74 | 8,654 | 69.00 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 14,650 | 2.89 | 4,244 | -1.30 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 94 | 0.00 | 27 | -3.57 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,563 | 17.96 | 465 | 22.75 | ||||
| 2025-06-26 | NP | HLFNX - 轩尼诗大型金融基金投资者类别 | 4,200 | 40.00 | 1,202 | 47.36 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 3,962 | -0.35 | 1,148 | -4.42 | ||||
| 2025-08-14 | 13F | 道富银行 | 16,977,240 | -2.64 | 4,935,224 | -6.56 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 4,313 | 0.00 | 1,303 | 0.00 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 4,173 | -12.84 | 1,209 | -16.33 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 37 | 362.50 | 11 | 400.00 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 231,281 | 29.93 | 67,007 | 24.65 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 8,961 | 0.00 | 2,596 | -4.07 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 721 | -8.04 | 209 | -11.86 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 179 | 0.00 | 52 | -5.56 | ||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 7,462 | 2,162 | ||||||
| 2025-07-25 | NP | GOODX - GoodHaven 基金 | 38,500 | 0.00 | 11,442 | 4.11 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 2,438 | 706 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,782 | 56.38 | 1,389 | 50.00 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 858 | 0.00 | 249 | -4.25 | ||||
| 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 | 2,046 | 7.57 | 593 | 3.14 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 264,104 | 5.18 | 75,555 | 10.67 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,456 | 422 | ||||||
| 2025-04-09 | 13F | 考克斯资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 67,569 | 4.72 | 19,576 | 7.59 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 5,351 | -17.74 | 1,550 | -21.08 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 9,627 | 5.02 | 2,789 | 0.76 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 12,297 | -27.28 | 3,563 | -6.78 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 5,760 | 26.87 | 1,669 | 21.66 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 155,003 | 31.70 | 44,250 | 30.22 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 3,139 | 2.78 | 910 | -1.41 | ||||
| 2025-07-28 | NP | UYG - ProShares Ultra 金融 | 31,878 | -3.73 | 9,474 | 0.22 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 3,550 | 1.37 | 1,029 | -2.74 | ||||
| 2025-07-31 | 13F | 圣天诺信托公司Lba | 1,705 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 820 | 0.00 | 238 | -4.05 | ||||
| 2025-08-29 | NP | JAJGX - 全球信托资产净值 | 20,176 | 0.00 | 5,845 | -4.05 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 5,289 | -14.01 | 1,532 | -17.50 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 219 | -21.22 | 60 | -22.37 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 2,552 | -3.11 | 771 | 5.91 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 7,019 | 224.05 | 2,034 | 210.86 | ||||
| 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 | 12,100 | 0.00 | 3,454 | -1.12 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 6,978 | 43.73 | 2,022 | 37.86 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 2,746 | 796 | ||||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 1,793 | -3.76 | 533 | 0.19 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,105 | 9.62 | 320 | 5.26 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 586,472 | 0.93 | 169,867 | -3.20 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,186 | -7.37 | 3,027 | -3.57 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 17,000 | 88.89 | 5 | 100.00 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,560 | -3.17 | 452 | -7.20 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 8,333 | 2.75 | 2,414 | -1.43 | ||||
| 2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 2,110 | 0.00 | 611 | -4.08 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 718 | -12.86 | 186 | 0.00 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 4,516 | -4.36 | 1,308 | -8.21 | ||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 1,394 | 0.00 | 405 | -4.03 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 868 | 91.19 | 251 | 83.21 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 6,106 | -1.83 | 1,747 | 3.25 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 22,253 | -9.12 | 6,366 | -4.37 | ||||
| 2025-08-25 | NP | SHRY - 大型美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 497 | -32.10 | 144 | -29.21 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 2,629 | 32.18 | 762 | 26.83 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 11,634 | -4.88 | 3,328 | 0.09 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 10,041 | -0.68 | 2,909 | -4.72 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 180 | 0.00 | 52 | -3.70 | ||||
| 2025-08-13 | 13F | 堀子资本管理有限公司 | 25,594 | -2.18 | 7,383 | -6.10 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 3,961 | -8.12 | 1,148 | -11.84 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 5,379 | -1.61 | 1,558 | -5.58 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 571 | 23.86 | 165 | 18.71 | ||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 74,815 | -1.80 | 21,675 | -5.79 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 30,606 | 21.17 | 9,096 | 26.16 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 5,444 | -0.07 | 1,577 | -4.13 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 718 | 8.30 | 209 | 4.00 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 36 | 0.00 | 0 | |||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 57,164 | 159.88 | 16,562 | 149.34 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 6,618 | 104.39 | 1,917 | 96.21 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 43,846 | 2.23 | 12,703 | -1.92 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 126,208 | -2.14 | 36,565 | -6.12 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 403,544 | 0.66 | 116,819 | -3.44 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 1,519 | 19.61 | 442 | 14.84 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 243,423 | -1.42 | 72,408 | -2.94 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 3,359 | -5.01 | 973 | -8.81 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 1,707 | 0.00 | 495 | -4.08 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 722 | 0.00 | 209 | -4.13 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 13,065 | 101.37 | 3,785 | 93.21 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 2,119 | 2.52 | 614 | -1.76 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 4,250 | -15.57 | 1,231 | -19.01 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 7,439 | -0.13 | 2,155 | -4.18 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 3,664 | 0.00 | 1,062 | -4.07 | ||||
| 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 | 1,271 | 2.09 | 368 | -1.87 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 3,253 | 14.10 | 942 | 9.41 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 10,012 | -1.55 | 2,901 | -5.57 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 9,251 | 29.24 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 65,135 | -4.05 | 18,871 | -7.95 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,964 | 30.23 | 859 | 24.89 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 10,123 | -1.11 | 2,933 | -5.14 | ||||
| 2025-08-08 | 13F | 第1776章 | 2,712 | 0.26 | 786 | -3.80 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 828 | -1.90 | 240 | -6.27 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 10,200 | 0.00 | 2,955 | -4.06 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 4 | 1 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 4,385 | 104.43 | 1,270 | 96.29 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 1,400 | 406 | |||||
| 2025-08-06 | 13F | 梵克雅宝资产管理公司 | 24,030 | -0.97 | 6,962 | -4.98 | ||||
| 2025-07-14 | 13F | 内普西斯公司 | 61,648 | -18.01 | 17,861 | -21.35 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,504 | 10.93 | 1,884 | 6.44 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 62,108 | 19.65 | 17,986 | 16.91 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 1,514 | -3.69 | 439 | -7.59 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 2,271 | 658 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 32,260 | 14.67 | 9,346 | 10.02 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,638 | -6.93 | 469 | -2.09 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 26,314 | -2.27 | 7,624 | -6.25 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 144 | 0.00 | 42 | -4.65 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 125 | 0.00 | 36 | -2.70 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 1,705 | 0.18 | 477 | -1.04 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 64,912 | 0.72 | 18,801 | -3.43 | ||||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 298,896 | 0.00 | 85,508 | 5.22 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,756 | -3.83 | 2,791 | 1.16 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 807 | -1.59 | 234 | -5.67 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 4,725 | 32.80 | 1,369 | 27.37 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 73,051 | -13.05 | 21,164 | -16.58 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 9,120 | 0.00 | 2,642 | -4.07 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 积极财富管理 | 12 | 9.09 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 280,558 | 21.95 | 81,283 | 17.00 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 2,485 | 720 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 500 | 145 | |||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 51,217 | -0.19 | 14,839 | -4.25 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 140,462 | -1.68 | 40,695 | -2.42 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 179 | 0.00 | 52 | -5.56 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 42,740 | -1.38 | 12,383 | -5.39 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 866 | 0.35 | 251 | -3.85 | ||||
| 2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 587 | -8.42 | 170 | -11.92 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 223 | 65 | ||||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A2 系列 | 3,416 | -6.15 | 990 | -10.01 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 800 | 14.29 | 232 | 9.48 | |||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 816 | -10.53 | 233 | -5.67 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 1,000 | 290 | ||||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 1,596 | -0.62 | 462 | -4.74 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 7,949 | -12.07 | 2,303 | -15.61 | ||||
| 2025-05-23 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 2,754 | -78.14 | 832 | -74.54 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 14,774 | 3.26 | 4,280 | -0.93 | ||||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 722 | 0.00 | 209 | -4.13 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 7,745 | 3.28 | 2,244 | -0.93 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 4,316 | -3.23 | 1 | 0.00 | ||||
| 2025-08-27 | NP | Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares | 206 | 60 | ||||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 174,715 | -4.71 | 50,618 | -8.58 | ||||
| 2025-08-07 | 13F | 威尔公司 | 14,189 | -0.93 | 4,111 | -4.97 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 3,091 | 5.78 | 1 | |||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 305 | -15.04 | 88 | -18.52 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 4,800 | 0.00 | 1,391 | -4.07 | |||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 15,637 | -0.20 | 4,473 | 5.02 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 4,993,853 | -6.67 | 1,446,843 | -10.46 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 10,200 | 2,955 | |||||
| 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 | 1,012,638 | 4.87 | 293,381 | 0.61 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 17,100 | 4,954 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,184,045 | 15.33 | 632,762 | 10.64 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 110 | 0.00 | 32 | -6.06 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 258,689 | -4.98 | 74,947 | -8.84 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 39 | 0.00 | 11 | 0.00 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 26,413 | 3.63 | 7,653 | -0.57 | ||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 19,806 | 1.66 | 5,738 | -2.46 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 130,090 | -0.12 | 37,690 | 0.14 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 2,118 | 14.18 | 614 | 9.46 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 8,100 | -59.50 | 2,347 | -61.15 | |||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 1,339,427 | 4.57 | 388 | 0.52 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,227,592 | -17.60 | 355,658 | -20.95 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 450 | 130 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 10,000 | -45.05 | 2,897 | -47.29 | |||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 614,396 | -2.90 | 182,598 | 1.09 | ||||
| 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 | 11,771 | -34.24 | 3,410 | -36.91 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 587,782 | -0.93 | 170,292 | -4.96 | ||||
| 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 | 394 | -15.81 | 117 | -12.03 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 22 | 6 | ||||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 5,910 | -7.84 | 1,756 | -4.04 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 993 | 13.62 | 288 | 9.13 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 18,931 | -8.92 | 5,485 | -12.62 | ||||
| 2025-06-26 | NP | HEIIX - 轩尼诗股票及收益基金机构类 | 3,918 | -6.91 | 1,121 | -2.10 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 5,227 | -11.54 | 1,490 | -14.91 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 1,714 | 0.18 | 497 | -3.88 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,998 | 13.56 | 869 | 8.91 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 1,915 | 5.63 | 555 | 1.28 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 791 | 5.33 | 229 | 1.33 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 1,601,049 | -7.14 | 462,924 | -11.01 | ||||
| 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 | 594 | -7.04 | 161 | -10.56 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 42,713 | 0.86 | 12,375 | -3.24 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 3,276 | 0.00 | 949 | -4.04 | ||||
| 2025-07-18 | NP | MAIPX - MAI 机构管理波动基金 | 7,060 | 0.00 | 2,098 | 4.12 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 94,950 | -2.48 | 27,509 | -6.44 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 402 | 0.00 | 119 | 4.39 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 8,238 | 4.81 | 2,387 | 0.55 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 3,081 | 308,000.00 | 893 | |||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 15,802 | -2.32 | 4,578 | -6.28 | ||||
| 2025-08-20 | NP | WBIGX - 威廉·布莱尔国际成长基金 N 级 | 31,940 | -9.77 | 9,254 | -13.44 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 362,188 | -4.10 | 104,933 | -7.99 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 47 | 23.68 | 0 | |||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 35 | 0.00 | 0 | |||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 18,809 | -28.01 | 5,449 | -30.94 | ||||
| 2025-07-17 | 13F | 新视角公司 | 762 | 0.00 | 221 | -4.35 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 51,532 | 61.96 | 14,742 | 70.43 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 14 | 0.00 | 4 | -25.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 3,523 | -3.16 | 1,021 | -7.10 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 114,239 | 1.13 | 32,681 | 6.41 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 6,408 | 1,857 | ||||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 960 | 2.45 | 269 | 2.68 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 14 | 0 | ||||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 12,055 | 4.12 | 3,493 | -0.11 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 12,315 | 150.51 | 3,568 | 162.67 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 1,200 | 348 | ||||||
| 2025-07-30 | 13F | 福格尔资本管理公司 | 48,685 | -0.92 | 14,105 | -4.94 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,301 | -1.36 | 377 | -5.53 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 股票收益投资组合 IB 类 | 48,302 | -3.51 | 13,994 | -7.43 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 3,253 | 35.77 | 942 | 30.29 | ||||
| 2025-05-14 | 13F | HAP 贸易有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 17,537 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 48 | -36.84 | 14 | -40.91 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 29,286 | -0.28 | 8,485 | -4.34 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 4,625 | -7.31 | 1,397 | 1.31 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 4,170,581 | -0.43 | 1,208,301 | -4.47 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 1,554 | -9.60 | 450 | -13.29 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 21,767 | 7.42 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 25,667 | 0.83 | 7,436 | -3.27 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 1,733 | 5.16 | 502 | 1.01 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 24,807 | -1.38 | 7,187 | -5.38 | ||||
| 2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 737,090 | 211.04 | 213,559 | 198.42 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 143 | 41 | ||||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,404 | 7.46 | 4,121 | 13.06 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 80 | 23 | ||||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 2,222 | -2.54 | 644 | -6.54 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 0 | -100.00 | 0 |
Other Listings
| MX:CB N | |
| DE:AEX | |
| US:CB | US$277.51 |
| CH:004432874 | |
| IT:1CB | €242.00 |
