机构投资人持股和股东
AbbVie Inc. (IT:1ABBV) 有 5298 已向美国证券交易委员会（SEC）提交13D/G或13F表格的机构股东和股东。 这些机构共持有 1,518,054,051 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Jpmorgan Chase & Co, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Morgan Stanley, Geode Capital Management, Llc, Charles Schwab Investment Management Inc, and Capital Research Global Investors .
AbbVie Inc. (BIT:1ABBV)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 179.00 / share. Previously, on September 9, 2024, the share price was 175.12 / share. This represents an increase of 2.22% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | 肯塔基独立银行 | 26,110 | 4.22 | 4,847 | -7.66 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 3,909 | -3.27 | 726 | -14.30 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 293,098 | 171.36 | 54,405 | 140.41 | ||||
| 2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 592,388 | 1.69 | 109,964 | -9.90 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 23,412 | -0.50 | 4,346 | -11.87 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 5,946 | -5.41 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 10,530 | -5.38 | 1,955 | -16.17 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 7,802 | 14.38 | 1,448 | 1.33 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 2,565 | 13.40 | 476 | 0.63 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 5,260 | -7.38 | 976 | -17.91 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 1,244 | 180.18 | 231 | 147.31 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 14,576 | 24.91 | 2,706 | 10.68 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 7,636 | -2.27 | 1,417 | -13.39 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 187,700 | 0.00 | 34,841 | -11.41 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 4,181 | 2.38 | 776 | -9.24 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 23,221 | -1.48 | 4 | 0.00 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 15,691 | 13.89 | 2,920 | 1.42 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 3,219 | 0.00 | 598 | -11.42 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 26,709 | -5.52 | 4,958 | -16.30 | ||||
| 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 | 2,799 | -6.79 | 515 | -16.01 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 29,742 | -2.35 | 5,521 | -13.49 | ||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 6,700 | -14.10 | 1,307 | -8.86 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 5,916 | 0.00 | 1,098 | -11.38 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 181,214 | 2.01 | 33,637 | -9.63 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 506 | -66.38 | 94 | -70.48 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 43,923 | -76.26 | 8,153 | -78.97 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 17,333 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 40,118 | 0.35 | 7,447 | -11.10 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 22,900 | -19.08 | 4,251 | -28.32 | |||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 16,025 | -2.52 | 2,975 | -13.65 | ||||
| 2025-03-31 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,511 | 40.47 | 5,611 | 26.69 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 444 | 0.00 | 82 | -11.83 | ||||
| 2025-08-12 | 13F | 联合银行 | 34,643 | 1.76 | 6,430 | -9.84 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 45,600 | -6.17 | 8,464 | -16.87 | |||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 296,345 | -4.04 | 57,817 | 1.81 | ||||
| 2025-05-30 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 26,449 | 0.46 | 4,909 | -11.00 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 131,459 | 0.47 | 24,401 | -10.99 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 6,683 | 2.53 | 1,318 | 5.11 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 15,718 | 16.25 | 2,918 | 2.97 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 5,152 | 78.02 | 956 | 57.76 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 5,007 | 12.74 | 929 | -0.11 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 39,742 | 5.33 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 23,822 | -0.19 | 4,422 | -11.58 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 5,841 | 43.69 | 1,018 | 33.77 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 2,722 | 100.00 | 505 | 77.19 | ||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 5,098,708 | -21.29 | 994,758 | -16.50 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 24,385 | -1.81 | 5 | -20.00 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 18,008 | 954.33 | 3,343 | 836.13 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 5,322 | 37.34 | 988 | |||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 15,276 | 2,843 | ||||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 7,960 | 125.11 | 1,477 | 99.59 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 12,432 | 18.86 | 2,372 | 14.31 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 3,820,450 | 5.83 | 709,152 | -6.24 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 14,311 | 0.14 | 2,656 | -11.29 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 1,359 | 8.29 | 252 | -3.82 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 14,295 | -12.84 | 2,653 | -22.79 | ||||
| 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 | 10,625 | -9.44 | 1,972 | -19.77 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 1,138 | 0.89 | 211 | -10.59 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 2,004 | 0.70 | 372 | -10.58 | ||||
| 2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 23,888 | 44.95 | 4,434 | 28.45 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 13,977 | 3.35 | 2,594 | -8.44 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 7,583 | -0.79 | 1,408 | -12.12 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 11,872 | -9.44 | 2,204 | -19.77 | ||||
| 2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 17,100 | -8.56 | 3,336 | -2.97 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 37,689 | 32.76 | 7,353 | 40.86 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 1,496 | 2.40 | 278 | -9.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 8,094 | -3.62 | 1,502 | -14.61 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 13,619 | 2.09 | 2,528 | -9.56 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 7,041 | 3.33 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 1,537 | 3.43 | 285 | -8.36 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 9,170 | 3.89 | 1,721 | 8.38 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 162,391 | 4.75 | 30,143 | -7.20 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 20,429 | -2.73 | 3,792 | -13.82 | ||||
| 2025-05-13 | 13F | 布鲁克林 FI 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 368,821 | -4.44 | 68,461 | -15.34 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 264,264 | -40.44 | 49,053 | -47.24 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 1,198 | 251 | ||||||
| 2025-04-29 | 13F | Bestgate 财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 9,597 | -7.49 | 1,786 | -17.62 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,771 | -1.99 | 304 | -7.90 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 16,182 | -2.44 | 3,004 | -13.58 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 1,760 | -8.81 | 327 | -11.65 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 2,400 | 445 | |||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 4,818 | -16.40 | 894 | -25.93 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 2,087 | -1.37 | 387 | -12.64 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 15,487 | 2.58 | 2,875 | -9.14 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 56 | 11 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65 | 13 | ||||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 5,290 | 0.13 | 982 | -11.29 | ||||
| 2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 2,718 | 0.00 | 505 | -11.42 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 94 | 0.00 | 17 | -10.53 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 292,048 | -0.50 | 54,210 | -11.85 | ||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 63,266 | -23.47 | 11,743 | -32.20 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 14,954 | -12.75 | 2,776 | -22.70 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 15,337 | 14.55 | 2,847 | 1.46 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 19,673 | -0.65 | 3,652 | -11.98 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 2,171 | 9.81 | 403 | -2.90 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 7,064 | 0.00 | 1,315 | -10.98 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 7,195 | -39.54 | 1,336 | -46.45 | ||||
| 2025-08-14 | 13F | 安盛公司 | 911,288 | -0.09 | 169,153 | -11.49 | ||||
| 2025-08-19 | 13F | Marex 集团 | 5,914 | 1,098 | ||||||
| 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 | 50,427 | 0.00 | 9,360 | -11.41 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 8,327 | 14.67 | 1,546 | 1.58 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 767 | 48.93 | 150 | 58.51 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 222,399 | 1.12 | 41,282 | -10.42 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 8,400 | -52.27 | 1,559 | -57.72 | |||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 16 | -30.43 | 3 | -50.00 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 1,173 | -78.54 | 218 | -81.05 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,732 | 286.42 | 507 | 242.57 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 12,220 | -80.48 | 2,268 | -82.71 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 6,939 | -77.33 | 1,288 | -79.92 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 5,975 | 0.00 | 1,109 | -11.35 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 70,432 | -65.65 | 13,074 | -69.57 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 29,380 | -32.41 | 5,468 | -39.83 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 42,008 | 10.42 | 7,798 | -2.18 | ||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 5,532 | 1,159 | ||||||
| 2025-07-22 | 13F | 全球战略投资解决方案有限责任公司 | 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 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 15,574 | 2.31 | 2,891 | -9.38 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 3,281 | -7.42 | 1 | |||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 9,696 | 9.82 | 1,800 | -1.59 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 578,491 | -17.38 | 107,380 | -26.81 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 879,077 | 270.92 | 163 | 232.65 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 51,523 | -0.91 | 9,564 | -12.22 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 27,574 | 31.50 | 5,118 | 16.50 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 15,584 | -0.14 | 2,893 | -0.96 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 30,853 | 4.45 | 5,727 | -7.47 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 355,906 | 66,063 | ||||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 2,958 | 0.00 | 549 | -11.31 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 67,427 | -2.21 | 12,516 | -13.37 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 14,091 | 12.98 | 2,616 | 0.08 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 181,212 | 94.40 | 33,637 | 72.22 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 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 | 788,500 | 0.00 | 146,361 | -11.41 | ||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 23,103 | -0.76 | 4,288 | -12.08 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 173,245 | -1.25 | 32,158 | -12.51 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 1,435 | 0.00 | 266 | -11.33 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 21,867 | 24.95 | 4,059 | 10.69 | ||||
| 2025-08-21 | NP | PPH - VanEck Vectors 制药 ETF | 148,637 | -29.81 | 27,590 | -37.82 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 127,544 | 149.63 | 23,675 | 121.15 | ||||
| 2025-08-26 | NP | EKSAX - 富国银行多元化收益基金 A 类 | 9,369 | 0.00 | 1,739 | -11.37 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 6,406 | -18.45 | 1,189 | -27.72 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 1,353 | 17.86 | 251 | 4.58 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 186,129 | 14.11 | 34,549 | 1.09 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 26,924 | -0.55 | 5 | -20.00 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 1,738 | 0.06 | 323 | -11.29 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 12,600 | -85.98 | 2,339 | -87.59 | |||
| 2025-08-11 | 13F | 艾迪生资本公司 | 6,840 | 3.71 | 1,270 | -8.11 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,293,784 | 4,564.47 | 240,152 | 4,032.71 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 10,212 | -35.15 | 1,895 | -42.56 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 30,200 | -75.06 | 5,606 | -77.91 | |||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 32,816 | -0.58 | 6,091 | -11.92 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 6,053 | -3.98 | 1,131 | -14.39 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 52,380 | 4.27 | 9,723 | -7.63 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 58,891 | 67.84 | 10,931 | 48.70 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 25,765 | -2.43 | 4,783 | -13.56 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 8,990 | 1,662.75 | 978 | -11.49 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 4,968 | -11.40 | 969 | -6.01 | ||||
| 2025-08-14 | 13F | 金流资本管理有限公司 | 1,287 | 0.00 | 239 | -11.52 | ||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 2,147 | 399 | ||||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 19,015 | 2.09 | 3,529 | -9.56 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 213,610 | -20.62 | 39,650 | -29.68 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 104,790 | 0.97 | 19,451 | -10.54 | ||||
| 2025-05-08 | 13F | 太平洋资本合伙有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 46,665 | -25.78 | 8,662 | -34.25 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 2,649 | 1.26 | 492 | -10.40 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 345,267 | 0.29 | 64 | -11.11 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 208,844 | 1.52 | 38,766 | -10.06 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 125,491 | -4.16 | 23,294 | -15.10 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 21,575 | -2.21 | 4,005 | -13.37 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 2,167 | -0.91 | 403 | -11.82 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 22,377 | -0.26 | 4,154 | -11.64 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 3,991 | -23.31 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 16,355 | -0.37 | 3,036 | -11.75 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 5,085 | -9.74 | 944 | -20.08 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 80,665 | 2.96 | 14,973 | -8.78 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 1,153 | 0.52 | 214 | -10.83 | ||||
| 2025-08-06 | 13F | 福卡斯金融公司 | 26,239 | 0.00 | 4,870 | -11.41 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 243,994 | -5.70 | 45,290 | -16.45 | ||||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 沃什伯恩资本管理公司 | 5,435 | -0.78 | 1,009 | -12.03 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 120,836 | 22,430 | ||||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,502,221 | -43.48 | 278,842 | -49.93 | ||||
| 2025-08-27 | NP | BEGIX - Sterling Capital 机构类别股票收益基金 | 188,918 | -12.28 | 35,067 | -22.28 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 15,342 | 0.00 | 2,848 | -11.42 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 1,670 | 0.00 | 310 | 4.39 | ||||
| 2025-08-28 | NP | XBI - SPDR(R) S&P(R) 生物科技 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 | 613,953 | -1.67 | 113,962 | -12.89 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 9,961 | -0.42 | 1,849 | -11.74 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 9,060 | -18.82 | 1,682 | -28.10 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 11,217 | -13.26 | 2,082 | -23.15 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 21,987 | -16.39 | 4,081 | -25.92 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 52,708 | -0.98 | 9,784 | -12.28 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 55,000 | -58.11 | 10,209 | -62.89 | |||
| 2025-07-14 | 13F | 恩子财富 | 1,432 | 1.20 | 276 | 7.84 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 3,471 | -3.42 | 644 | -14.48 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 1,987 | -0.65 | 369 | -12.17 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 79,581 | 34.81 | 14,772 | 19.43 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 1,035,511 | 69.18 | 192,212 | 49.89 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 5,072 | -2.42 | 941 | -13.59 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 40,100 | -67.95 | 7,443 | -71.60 | |||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 2,424 | -3.27 | 450 | -14.48 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 7,141 | -6.47 | 662 | -8.45 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 2,306 | 0.00 | 428 | -11.39 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | 第一美国银行 | 116,869 | -2.01 | 21,693 | -13.19 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 222,390 | 4.40 | 41,280 | -7.51 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 15,924 | -0.36 | 3 | -33.33 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 218,338 | -4.99 | 40,528 | -15.82 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,556 | -80.76 | 289 | -83.00 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 1,273 | 0.00 | 236 | -11.28 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 129,479 | -13.81 | 24,034 | -23.65 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 5,572 | 7.13 | 1,034 | -5.05 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 1,300 | 0.00 | 241 | -11.40 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 2,237 | -35.08 | 415 | -42.52 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 1,955 | -1.31 | 363 | -12.77 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 108,379 | 15.90 | 20,117 | 2.68 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 4,864 | 1.95 | 903 | -9.71 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 7,806 | -1.08 | 1,449 | -12.40 | ||||
| 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 | 3,911,320 | 0.60 | 763,099 | 6.72 | ||||
| 2025-07-09 | 13F | 创业板资产管理有限公司 | 4,655 | 0.39 | 873 | -8.68 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 11,500 | 0.00 | 2,135 | -11.42 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 3,453 | 0.00 | 641 | -11.48 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 359 | 1.70 | 67 | -9.59 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 3,669 | 273.25 | 681 | 232.20 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 201,586 | 0.00 | 39,329 | 6.09 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 219,450 | -0.77 | 45,979 | 17.01 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 4,300 | -3.37 | 798 | -14.38 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 3,567 | 43.77 | 674 | 38.68 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 36,823 | -0.50 | 6,835 | -11.84 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 18,105 | 1.91 | 3,361 | -9.73 | ||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 2,824 | -4.34 | 524 | -15.21 | ||||
| 2025-07-18 | 13F | 联合银行 | 7,436 | -10.80 | 1,380 | -20.96 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 3,925 | 0.00 | 729 | -11.44 | ||||
| 2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 5,306 | -6.19 | 985 | -16.96 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 1,939 | 0.00 | 360 | -11.58 | ||||
| 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 | 11,970 | 20.86 | 2,222 | 7.04 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 2,725 | 2.83 | 1 | |||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 95,109 | -0.41 | 17,654 | -11.77 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 11,888 | -51.80 | 2,207 | -57.31 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 200 | 0.00 | 37 | -9.76 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 15,647 | 0.26 | 2,904 | -11.17 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 1,483 | 105.12 | 275 | 82.12 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 4,661 | -5.01 | 865 | -15.86 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 340 | 0.00 | 63 | -11.27 | |||
| 2025-08-13 | 13F | 新斯科舍银行 | 202,101 | -17.52 | 37,514 | -26.93 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 439,771 | -1.17 | 81,630 | -12.44 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 73,970 | -21.37 | 14,432 | -16.58 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 137,081 | 9.62 | 25,911 | -1.10 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 60,504 | -0.59 | 11,231 | -11.94 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 11,668 | 5,085.78 | 2,166 | 4,506.38 | ||||
| 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 | 68,006 | -8.32 | 13,268 | -2.74 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 4,170 | -8.55 | 774 | -18.95 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 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 | 173,238 | -12.57 | 33,799 | -7.25 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 4,706 | 46.60 | 876 | 30.60 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 5,579 | 0.13 | 1,065 | 7.91 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 11,193 | 14.65 | 2,078 | 1.56 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 1,472 | 12.62 | 273 | 0.00 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 90,285 | -16.31 | 16,759 | -25.86 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 108 | 10.20 | 20 | 0.00 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 1,707 | 3.83 | 317 | -8.14 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 6,930 | 614.43 | 1,286 | 533.50 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 668 | 0.00 | 124 | -11.51 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,354 | 54.46 | 12,317 | 36.84 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 45,420 | -21.60 | 8,431 | -30.55 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 120,182 | 3.27 | 22 | -8.33 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 2,718 | 0.00 | 505 | -11.42 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 79,933 | -5.54 | 15,595 | 0.21 | ||||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 60,000 | 0.00 | 11,706 | 6.09 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 9,564 | -1.77 | 1,775 | -12.95 | ||||
| 2025-07-17 | 13F | Luminvest 财富管理有限责任公司 | 1,531 | 0.00 | 285 | -10.94 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 140 | 26 | ||||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 赛捷金融管理集团有限公司 | 1,393 | 0.00 | 0 | |||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 271 | 53 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 4,947 | 0.22 | 918 | -11.22 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 37,499 | -0.32 | 6,961 | -11.70 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 74,043 | 0.62 | 14,446 | 6.75 | ||||
| 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 | 35,506 | 4.14 | 6,591 | -7.74 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,977 | 24.76 | 9,946 | 32.37 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 3,077 | -60.61 | 571 | -65.10 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 34 | 0.00 | 6 | -14.29 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,317 | -6.46 | 242 | -18.31 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 9,911 | 171.01 | 1,840 | 140.08 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 1,835 | -0.16 | 341 | -11.69 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 54,302 | -0.21 | 10,080 | -11.60 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 34,841 | -1.61 | 6,467 | -12.83 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 2,386 | -50.55 | 443 | -56.24 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 14,044 | 0.03 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 1,838 | -6.51 | 341 | -17.03 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 687 | 0.00 | 128 | -11.19 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 128,400 | 48.61 | 23,834 | 31.66 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 44,643 | -0.97 | 8,309 | -11.83 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 51,376 | 3.57 | 9,536 | -8.25 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 71,191 | -3.50 | 13,214 | -14.51 | ||||
| 2025-07-25 | NP | PHSTX - PUTNAM 全球医疗保健基金 A 类股票 | 494,900 | -4.95 | 92,106 | -15.38 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 10,043 | -2.98 | 1,864 | -14.02 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 15,227 | 0.56 | 2,826 | -10.91 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 4,040 | 0.12 | 750 | -11.36 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 9,329 | -0.11 | 1,732 | -11.50 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 26,976 | 8.11 | 5,021 | -3.74 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 5,364 | 4.70 | 996 | 9.34 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 2,758 | 4.43 | 512 | -7.59 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 351,326 | 3.74 | 65,213 | -8.09 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 2,060 | -0.68 | 382 | -11.98 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,379,335 | 470.48 | 256,032 | 405.40 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 23,830 | 15.46 | 4 | 0.00 | ||||
| 2025-08-22 | NP | 三洲公司 | 82,350 | 3.96 | 15,286 | -7.90 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 4,500 | 0.00 | 837 | -10.96 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 14,637 | -1.63 | 2,717 | -12.86 | ||||
| 2025-08-14 | 13F | 布鲁斯公司 | 127,500 | 0.00 | 23,667 | -11.41 | ||||
| 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 | 627,580 | 19.95 | 116,491 | 6.27 | ||||
| 2025-07-30 | 13F | 万博金融 | 2,959 | 0.14 | 549 | -11.31 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 28,530 | 2.24 | 5,296 | -9.43 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 28,572 | 9.52 | 5,304 | -2.98 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 28,491 | -0.04 | 5,288 | -11.44 | ||||
| 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 | 60,167 | -0.38 | 11,168 | 4.44 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 74,683 | -1.84 | 13,863 | -13.04 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 211,132 | 39,190 | ||||||
| 2025-05-14 | 13F | 直线集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 签名有限责任公司 | 52,538 | 0.48 | 9,752 | -10.98 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 193,058 | 19.84 | 35,835 | 6.17 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 40,056 | -26.46 | 7,815 | -21.99 | ||||
| 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 | 39,295 | -3.59 | 7,666 | 2.28 | ||||
| 2025-05-15 | 13F | 卡特资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 3,331 | 2.30 | 620 | -9.09 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 6,448 | 12.53 | 1,258 | 19.47 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 94,541 | -0.14 | 17,549 | -11.53 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 32,954 | 4.85 | 6,117 | -7.12 | ||||
| 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 | 688 | 316.97 | 134 | 415.38 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 8,221 | 4.27 | 1,526 | -7.63 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67 | 17.54 | 13 | 30.00 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 3,866 | 2.28 | 718 | -9.36 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 4,553 | -5.87 | 845 | -16.58 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 1,551 | 6.02 | 288 | -6.21 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 27,555 | -13.33 | 5,115 | -23.22 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 2,450 | 0.95 | 455 | -10.63 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 778 | 0.00 | 152 | 5.59 | ||||
| 2025-07-24 | 13F | 康宁公司 | 191,023 | 7.12 | 35,458 | -5.10 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 2,896 | -0.45 | 521 | 0.58 | ||||
| 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 | 408,000 | 0.00 | 75,933 | -10.97 | ||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 4,128 | -0.39 | 766 | -11.75 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 3,283 | -2.32 | 609 | -13.49 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 8,797 | -21.90 | 1,633 | -26.62 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 282,336 | 6.20 | 52,407 | -5.91 | ||||
| 2025-08-28 | NP | WISEX - Azzad Wise 资本基金 | 2,332 | 18.02 | 433 | 4.35 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 951,997 | 12.04 | 176,710 | -0.74 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 65,800 | 28.02 | 12,214 | 13.41 | |||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 6,491 | -7.52 | 1,205 | -18.10 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 5,993 | -35.56 | 1,139 | -41.58 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 9,595 | 779.47 | 1,786 | 682.89 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 4,980 | 0.95 | 924 | -10.55 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 93,867 | 17,424 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 43,038 | 19.48 | 7,989 | 5.86 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 55,225 | -3.76 | 10 | -99.92 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 4,124,309 | -7.02 | 765,050 | -17.48 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 50,800 | -11.81 | 9,429 | -21.87 | |||
| 2025-08-28 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 410 | -16.50 | 76 | -25.49 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 23,000 | -49.56 | 4,251 | -55.03 | |||
| 2025-07-22 | 13F | 人民银行 | 17,417 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 17,900 | 3,308 | |||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | KLCM 顾问公司 | 9,731 | -2.55 | 1,806 | -13.67 | ||||
| 2025-08-28 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 9,496,764 | 0.89 | 1,762,685 | -10.62 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 12,715 | 2.30 | 2,360 | -9.37 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 3,248 | -44.36 | 604 | -50.49 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 56,465 | -0.15 | 10,481 | -11.54 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 26,851 | 0.07 | 4,984 | -11.33 | ||||
| 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 | 575,741 | 0.04 | 112,327 | 6.14 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 82,094 | 8.44 | 15,238 | -3.93 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 8,063 | 2.18 | 1,497 | -9.50 | ||||
| 2025-05-14 | 13F | 西切斯特资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 信托银行 | 24,883 | 3.51 | 4,619 | -8.30 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 4,231 | 0.00 | 785 | -11.40 | ||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 5,698 | -10.08 | 1,112 | -4.64 | ||||
| 2025-08-13 | 13F | 霍布斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 12,742 | 2,365 | ||||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 22,027 | 58.16 | 4,089 | 40.14 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 13,644 | 214.09 | 2,533 | 178.24 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 3,245 | -60.67 | 602 | -65.16 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 15,388 | -0.65 | 2,856 | -11.99 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 3,179 | -26.04 | 590 | -34.15 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Tekla 医疗保健投资者 | 56,238 | -24.16 | 10,439 | -32.81 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 5,740 | 0.63 | 1,065 | -10.88 | ||||
| 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 | 250,000 | 150.00 | 46,405 | 121.48 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 2,282 | 0.75 | 424 | -10.76 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 12,200 | 0.00 | 2,265 | -11.42 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 10,307 | -0.62 | 2 | -50.00 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 1,152 | 214 | ||||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 13,118 | -3.57 | 2,435 | -14.60 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 10,309 | 0.07 | 1,913 | -11.35 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 4,734 | 0.25 | 879 | |||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,035 | -9.23 | 379 | -19.23 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 735,872 | 2.66 | 136,593 | -9.05 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 三井住友金融集团 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 1,131,492 | -11.32 | 210 | -21.35 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 10,853 | 21.67 | 2,015 | 7.82 | ||||
| 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 | 2,830 | -8.94 | 525 | -19.35 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 470 | 181.44 | 92 | 203.33 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 3,200 | -1.75 | 670 | 15.92 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 229,158 | 7.81 | 45,570 | 2.33 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 3,792 | -4.72 | 706 | -15.16 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 347 | 177.60 | 68 | 204.55 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 1,975 | 0.05 | 367 | -11.38 | ||||
| 2025-08-28 | NP | XLV - 医疗保健精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,386,334 | -2.80 | 2,299,151 | -13.89 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 152,336 | -1.03 | 28,277 | -12.32 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 12,537 | -31.28 | 2,327 | -39.12 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 80,111 | -0.82 | 14,870 | -12.14 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 3,500 | 0.00 | 650 | -11.46 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,633 | -7.22 | 303 | -17.66 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 4,691 | -18.02 | 1 | -100.00 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 48,800 | 0.00 | 9,058 | -11.40 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 58 | 625.00 | 11 | 900.00 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 2,263 | 0.00 | 420 | -11.39 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 144,155 | 0.59 | 26,758 | -10.88 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 6,998 | -2.10 | 1,299 | -13.29 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 10,972 | -47.80 | 2,037 | -53.76 | ||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 4,939 | -6.42 | 1,035 | 10.35 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 2,166 | 11.65 | 402 | -0.99 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 101,908 | 8.68 | 18,916 | -3.72 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 10,550 | -19.81 | 1,958 | -28.96 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 623,200 | -31.14 | 115,678 | -38.99 | |||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 102,528 | -0.91 | 19,031 | -12.21 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 367,359 | 1.48 | 68,189 | -8.25 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 10,300 | 1,912 | |||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 9,795 | -3.75 | 1,818 | -14.73 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 6,938 | 1,060.20 | 1,291 | 1,244.79 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | 11,804,484 | 0.78 | 2,191,148 | -10.71 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/Capital Group 研究投资组合 IB 类 | 33,206 | -34.18 | 6,957 | -22.39 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 463,500 | -51.95 | 86,035 | -57.43 | |||
| 2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 4,686,678 | -7.38 | 872,238 | -17.53 | ||||
| 2025-08-13 | 13F | 第1832章 | 20,590 | 158.70 | 3,822 | 129.21 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 1,644 | -1.97 | 321 | 3.90 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 12,132 | -1.57 | 2,252 | -12.82 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 28,673 | -3.21 | 5,322 | -14.24 | ||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 4,342 | -52.52 | 806 | -57.99 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 1,850 | -2.12 | 343 | -13.16 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 16,033 | -6.74 | 2,976 | -17.38 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 1,515 | 0.00 | 281 | -11.36 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 11,134 | -7.42 | 2,072 | -17.55 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 23,090 | 16.18 | 4,505 | 23.26 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 10,140 | 1.68 | 1,882 | -9.91 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 1,548 | 104.76 | 287 | 81.65 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 112,043 | -2.42 | 20,797 | -13.55 | ||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 10,830 | -1.46 | 2,010 | -12.68 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 10,252 | 525.89 | 1,903 | 454.52 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 222,910 | 9.95 | 41 | -2.38 | ||||
| 2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 3,043 | 560 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 67,543 | -1.05 | 12,537 | -12.34 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 17,422 | -2.25 | 3 | 0.00 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 10,647 | 4.43 | 1,982 | -7.04 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 12,953 | 7.01 | 2,411 | -4.74 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 5,973 | 6.97 | 1,109 | -5.22 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 1,256 | 21.00 | 233 | 7.37 | ||||
| 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 | 21,423,243 | 0.22 | 3,976,582 | -11.22 | ||||
| 2025-07-24 | NP | FSPHX - 医疗保健产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 475,000 | 88,402 | ||||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 3,586 | 700 | ||||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 678,596 | 19.73 | 125,961 | 6.07 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 3,820 | 24.59 | 711 | 10.94 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 1,983 | -4.66 | 368 | -15.40 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 329,934 | -2.06 | 61,242 | -13.23 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 11,881 | -6.64 | 2,205 | -17.29 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 4,332,054 | 550.91 | 804,116 | 476.67 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 3,465 | 23.97 | 643 | 9.91 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,525 | -27.10 | 283 | -35.39 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 5,077 | 1,064 | ||||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 47,807 | -0.44 | 8,874 | -11.80 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 657 | -14.23 | 122 | -24.37 | ||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 1,644 | 0.00 | 305 | -11.34 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 8,507 | 2.83 | 1,579 | -8.89 | ||||
| 2025-07-10 | 13F | IMPACTfolio, 有限责任公司 | 1,316 | 0.00 | 244 | -11.27 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 1,105 | -2.81 | 205 | -13.87 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 10,613 | 11.00 | 1,975 | -1.15 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 26,856 | -0.23 | 4,985 | -11.62 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 14,282 | -0.62 | 2,651 | 88,233.33 | ||||
| 2025-07-25 | NP | MEIAX - MFS价值基金A | 4,269,366 | -2.76 | 794,572 | -13.42 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 320,135 | -1.45 | 59,423 | -91.27 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 132 | 0.76 | 25 | -11.11 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 118,692 | 8.27 | 22,032 | -4.08 | ||||
| 2025-05-15 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 39,028 | 4.45 | 7,244 | -7.46 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 16,037 | 2,977 | ||||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 进化顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | MXEDX - Great-West 核心策略：灵活债券基金机构类 | 1 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 5,522 | 0.07 | 1 | 0.00 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 194,060 | 8.14 | 36,117 | -3.72 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 86,593 | -2.46 | 16,073 | -13.59 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 41,440 | 0.00 | 8,085 | 6.09 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 5,719 | 1.51 | 1,062 | -10.08 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 25,392 | -21.05 | 4,713 | -30.05 | ||||
| 2025-07-07 | 13F | Vishria Bird 金融集团有限责任公司 | 1,542 | 0.00 | 286 | -11.46 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 11,209 | -3.95 | 2,081 | -14.93 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 2,237 | 34.11 | 415 | 18.91 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 30,614 | 0.88 | 5,683 | -10.63 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 4,590 | 0.00 | 854 | -10.95 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 1,687 | -4.96 | 313 | -15.63 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 14,852 | 0.00 | 2,764 | -10.95 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 719,013 | 0.25 | 133,463 | -11.18 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 25,895 | 3.63 | 4,807 | -8.19 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 338,055 | -39.40 | 63 | -46.55 | ||||
| 2025-05-05 | 13F | 帕拉贡资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 4,623,048 | -6.47 | 901,957 | -0.77 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 144 | 0.00 | 28 | 7.69 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 62,101 | 11.09 | 11,558 | -1.09 | ||||
| 2025-07-22 | 13F | 维康资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 38,406 | -38.65 | 7,148 | -45.38 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 65,921 | 1.17 | 12,236 | 0.91 | ||||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,725 | 0.00 | 7,207 | -10.96 | ||||
| 2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 1,378 | 20.67 | 256 | 6.69 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 26,564 | 1.41 | 4,931 | -10.17 | ||||
| 2025-07-25 | 13F | RoundAngle 顾问有限公司 | 10,051 | 1.10 | 1,866 | -10.42 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 700 | 130 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 24,705 | 1.61 | 4,586 | -9.99 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 27,335 | 4.01 | 5,074 | -7.86 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 64,865 | -31.92 | 12,655 | -27.77 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 162,851 | 11.29 | 30,228 | -1.41 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 1,551 | 0.00 | 288 | -11.42 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 4,428 | -21.28 | 864 | -16.54 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 77,203 | -7.02 | 14 | -17.65 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 9,181,527 | -0.48 | 1,704,275 | -11.84 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 23,431 | -3.69 | 4,349 | -14.68 | ||||
| 2025-05-14 | 13F | 三位一体传统合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 2,209 | 49.16 | 410 | 32.26 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 58,534 | 2.93 | 10,865 | -8.80 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 119,496 | -1.11 | 22,181 | -12.39 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 1,500 | 0.00 | 278 | -11.46 | ||||
| 2025-07-17 | 13F | 米歇尔斯家族金融有限责任公司 | 2,439 | 0.91 | 453 | -10.67 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 11,867 | -1.42 | 2,203 | -12.69 | ||||
| 2025-05-12 | 13F | RIA 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 2,825 | 67.76 | 552 | -11.40 | ||||
| 2025-07-17 | 13F | 尼科尔森迈耶资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 154,684 | 39.84 | 28,713 | 23.89 | ||||
| 2025-07-22 | 13F | 摩羯座基金管理有限公司 | 31,394 | -8.25 | 5,827 | -18.72 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 245 | 0.82 | 46 | -10.00 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 52,093 | -0.23 | 9,669 | -11.61 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 7,405 | -1.89 | 1,375 | -13.09 | ||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 7,949 | 4.48 | 1,475 | 3.65 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 5,985 | 0.00 | 1,111 | -11.41 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 1,130 | 0.27 | 216 | 1.42 | ||||
| 2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 539,434 | 3.85 | 100,130 | -8.00 | ||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 42,743 | -4.92 | 7,354 | -18.86 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 1,520 | -5.88 | 282 | -16.57 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 21,001,617 | -11.15 | 3,898,320 | -21.28 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 2,500 | -23.76 | 464 | -32.36 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 193,776 | -1.69 | 35,969 | -12.91 | ||||
| 2025-07-24 | 13F | 私人财富硕士 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 73,912 | -0.02 | 13,720 | -11.43 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 9,634 | 0.65 | 1,772 | -9.23 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 18,166 | -1.87 | 3,372 | -13.07 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 24,686 | 21.99 | 4,582 | 8.09 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 17,285 | 1.14 | 3,208 | -10.39 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 51,080 | 43.31 | 9 | 28.57 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 280,920 | 2.97 | 52,144 | -8.78 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 9,102 | -2.32 | 1,690 | -13.47 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 1,923 | 0.00 | 357 | -11.44 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 12,410 | 0.00 | 2,304 | -11.42 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 6,801 | 618.92 | 1,262 | 629.48 | ||||
| 2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 483 | 83.65 | 90 | 61.82 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 13,045 | 0.00 | 2,421 | -11.42 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 4,694 | 1.80 | 871 | -9.83 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 478 | -10.32 | 89 | -20.72 | ||||
| 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 | 87,100 | -32.69 | 16,168 | -40.37 | ||||
| 2025-07-21 | 13F | 塞罗斯金融有限责任公司 | 1,125 | -8.91 | 209 | -19.38 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 130,575 | 24,444.17 | 24 | |||||
| 2025-08-07 | 13F | SFE投资顾问 | 26,237 | 22.75 | 4,870 | 8.75 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,211 | 225 | ||||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 3,636 | -2.83 | 675 | -14.03 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 202,690 | 5.05 | 38 | -7.50 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 2,510 | 1.66 | 466 | -10.06 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 1,079 | 200 | ||||||
| 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 | 32,316 | 2.96 | 6,305 | 9.22 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 13,098 | -59.26 | 2,431 | -63.90 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 20,000 | 0.00 | 3,722 | -10.96 | ||||
| 2025-06-26 | NP | HGHAX - 哈特福德医疗保健基金 A 类 | 97,327 | -8.53 | 18,988 | -2.96 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 11,961 | 0.59 | 2,271 | 6.72 | ||||
| 2025-07-21 | 13F | HT 合作伙伴有限责任公司 | 2,741 | 0.00 | 509 | -11.50 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 2,037 | 6.82 | 378 | -5.26 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 642,300 | 4.90 | 119,224 | -7.07 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 1,449 | -9.04 | 269 | -19.52 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 4,781 | 13.94 | 887 | 0.91 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 46,495 | 14.85 | 8,262 | -2.58 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 46,800 | 382.47 | 8,687 | 327.51 | |||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 403,842 | 68.78 | 73,785 | 50.06 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 131 | 0.00 | 27 | 17.39 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 629,511 | 16.96 | 107,771 | -4.43 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 31,445 | 2.11 | 5,837 | -9.55 | ||||
| 2025-07-11 | 13F | 科罗拉多资本管理公司 | 1,128 | 0.18 | 0 | |||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 28,448 | -4.90 | 5,281 | -15.75 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 1,844 | -43.38 | 342 | -49.85 | ||||
| 2025-08-05 | 13F | 好事达公司 | 3,547 | -94.19 | 658 | -94.86 | ||||
| 2025-08-26 | NP | Profunds - Profunds 生物技术副总裁 | 3,661 | 2.06 | 680 | -9.59 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 36,264 | 129.26 | 6,731 | 103.11 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 26,316 | 0.00 | 5,134 | 6.10 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 86,247 | -2.24 | 16,827 | 3.71 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 132,329 | -27.03 | 24,628 | -35.03 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 818 | 152 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 136,511 | 0.58 | 25,339 | -10.89 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 6,130 | 25.28 | 1,127 | 13.04 | ||||
| 2025-05-23 | NP | IWD - iShares Russell 1000 价值 ETF | 2,492,138 | -3.29 | 522,153 | 14.03 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,455 | 5.97 | 276 | 16.46 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 2,772 | 515 | ||||||
| 2025-05-30 | NP | PCFIX - PIMCO RAE PLUS 小基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 100 | 19 | ||||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 1,840 | 0.00 | 342 | -11.43 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 2,869 | 0.00 | 533 | -11.48 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 8,485 | -3.40 | 1,575 | -14.46 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 30,168 | 1.47 | 5,615 | -9.66 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 5,350 | 32.95 | 975 | 18.04 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 11,695 | 2,225 | ||||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 45,238 | 7.30 | 8,397 | -4.94 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 37,500 | 106.04 | 7 | 100.00 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 87,033 | 4.55 | 16,198 | -6.92 | ||||
| 2025-07-21 | 13F | 雷尼兰德尔投资管理公司 | 1,230 | 0.16 | 228 | -11.28 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 4,729 | 1.29 | 878 | -10.33 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 21,300 | -1.39 | 3,954 | -12.64 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 8,000 | 79.29 | 1,485 | 58.89 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 50,024 | -1.42 | 9,285 | -12.66 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 511,778 | 23.39 | 94,996 | 9.32 | ||||
| 2025-04-28 | NP | ABVAX - AB 价值基金 A 类 | 29,927 | -23.15 | 6,256 | -12.19 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 2,109 | 391 | ||||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 11,716 | 11.41 | 2,175 | -1.32 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 2,154 | -47.28 | 400 | -53.39 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 1,637 | -10.25 | 0 | |||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 6,423 | 0.96 | 1,192 | -10.58 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 91,368 | 5.66 | 16,960 | -6.39 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 10,000 | 0.00 | 1,856 | -11.41 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 8,812 | 234.04 | 1,636 | 196.20 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 2,900 | 70.59 | 1 | |||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 340,432 | 30.12 | 63,191 | 15.28 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 783 | 3.16 | 146 | -8.23 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 10,631 | -18.25 | 2,074 | -13.26 | ||||
| 2025-07-25 | 13F | 卡巴哈尔奥尔森金融服务集团有限责任公司 | 1,417 | 0.00 | 263 | -11.15 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 253 | 0.00 | 47 | -11.32 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 18,632 | 9.18 | 3,633 | 21.59 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 9,999 | 261.24 | 1,856 | 220.55 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 26,628 | -1.44 | 4,943 | -12.69 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 5,425 | -91.84 | 1,011 | -91.75 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 513,887 | 259.98 | 95 | 227.59 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 55,267 | 151.32 | 10,171 | 122.78 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 20,607 | -7.56 | 3,825 | -18.09 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 4,375 | 0.00 | 812 | -11.35 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 1,619 | 301 | ||||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,213 | -19.19 | 225 | -28.34 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 6,184 | 0.00 | 1,148 | -11.43 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 938,929 | 1.21 | 174 | -10.31 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 5,884 | -0.07 | 1,092 | -11.44 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 128,273 | -56.32 | 23,873 | -58.60 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 77,613 | -3.06 | 14,407 | -14.12 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 2,145 | 14.40 | 398 | 3.65 | ||||
| 2025-07-18 | 13F | JVL联营公司 | 1,146 | 2.60 | 213 | -9.40 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 32,021 | 13.97 | 5,944 | 0.97 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 902,793 | -2.72 | 167,576 | -13.82 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 2,208 | 4.99 | 410 | -7.05 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 856,237 | 31.10 | 158,940 | 16.15 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 1,746 | -0.46 | 324 | -11.72 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 798,259 | 11.96 | 148,173 | 2.49 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 5,244 | 151.15 | 973 | 122.65 | ||||
| 2025-04-10 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 34,266 | 3.02 | 6,360 | -8.73 | ||||
| 2025-05-28 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | 第一信托增强型股权收益基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,000 | -21.74 | 6,682 | -30.66 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 833 | -5.45 | 155 | -16.30 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 4,141 | -11.16 | 769 | -21.31 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 2,840,573 | 7.02 | 528,659 | -4.72 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 2,070,300 | 2.84 | 384,289 | -8.89 | ||||
| 2025-08-13 | 13F | 挪威银行 | 23,102,037 | 4,288,200 | ||||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 9,626 | -0.09 | 1,787 | -11.50 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 3,414 | 14.76 | 634 | 1.61 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 28,632 | 19.93 | 5,315 | 6.24 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 5,374 | 5.91 | 1 | -100.00 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 3,404 | -82.07 | 634 | -84.04 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 80,200 | -24.55 | 14,887 | -33.16 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 17,086 | 1.62 | 3,171 | -9.97 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 891 | -7.86 | 165 | -18.32 | ||||
| 2025-08-08 | 13F | 第1776章 | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | 本森投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 1,093,157 | -3.60 | 202,912 | -14.60 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 2,528 | 1.89 | 469 | -9.63 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 合作伙伴医疗保健投资组合 A 类 | 71,667 | 0.00 | 13,303 | -11.41 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 9,974 | -1.97 | 1,851 | -13.14 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 17,650 | -3.54 | 3,276 | -14.53 | ||||
| 2025-03-28 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 6,310 | 1,160 | ||||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 7,461 | 0.00 | 1,385 | -11.45 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 10,110 | 19.59 | 1,877 | 5.93 | ||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 5 | 0.00 | 1 | -100.00 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,988 | 136.96 | 742 | 111.40 | ||||
| 2025-07-09 | 13F | 企业银行 | 1,338 | -7.28 | 248 | -17.88 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 4,866 | -6.28 | 906 | -16.59 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 432,442 | -1.15 | 84,369 | 4.86 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 20,918 | -0.16 | 3,883 | -11.55 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 25,009 | 0.93 | 4,642 | -10.58 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 14,078 | 104.41 | 2,613 | 81.21 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 166,959 | -27.60 | 31 | -37.50 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 36,380 | -1.41 | 6,753 | -12.66 | ||||
| 2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 3,324 | 0.00 | 617 | -11.35 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 251,611 | -19.68 | 46,704 | -28.84 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 475,180 | -5.88 | 92,708 | -0.15 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 76,910 | -0.61 | 14,276 | -11.95 | ||||
| 2025-08-11 | 13F | 佳能顾问公司 | 1,305 | 1.48 | 242 | -10.04 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 9,267,451 | -25.23 | 1,719,101 | -33.82 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 18,535 | -4.17 | 3,440 | -15.10 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 39,148 | 25.28 | 7,267 | 10.98 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 1,308 | 0.00 | 243 | -11.68 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 171,476 | 138.02 | 31,829 | 110.87 | ||||
| 2025-07-17 | 13F | 莱克伍德资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | BFI Infinity 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 5,779 | -3.30 | 1,073 | -14.38 | ||||
| 2025-08-11 | 13F | 兰达斯公司 /wi /adv | 4,955 | 1.08 | 920 | -10.42 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 110,140 | 20,444 | ||||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 4,278 | 51.81 | 794 | 34.58 | ||||
| 2025-08-05 | 13F | 托丽有限公司 | 95,042 | 267.71 | 17,642 | 225.78 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 3,039 | 1.10 | 564 | -10.33 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 7,759 | 27.87 | 1,440 | 34.08 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 62,500 | 150.00 | 11,601 | 121.48 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 1,099 | 6.70 | 0 | |||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 22,721 | 4,433 | ||||||
| 2025-07-23 | 13F | 钛信托公司 | 1,505 | 0.00 | 279 | -11.43 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 9,588 | 1.17 | 2 | 0.00 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 2,854 | 11.70 | 557 | 18.55 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 4,132 | -1.50 | 753 | -14.24 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 4,035 | 787 | ||||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 33,028 | -1.44 | 6,131 | -12.68 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 14,359 | -9.33 | 2,665 | -19.68 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 191,610 | -3.18 | 35,567 | -14.23 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 6,773 | 1.18 | 1,257 | -10.34 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 51,830 | -0.13 | 9,621 | -11.52 | ||||
| 2025-07-22 | 13F | 人民银行/哦 | 2,461 | 40.31 | 457 | 24.25 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | Call | 11,600 | 2,153 | |||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 566,800 | 0.00 | 105,209 | -11.41 | ||||
| 2025-08-07 | 13F | 商业银行 | 498,644 | -2.47 | 92,558 | -13.59 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 24,608 | -2.18 | 4,568 | -13.34 |
