机构投资人持股和股东
American International Group, Inc. (IT:1AIG) 有 1987 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 642,494,809 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Wellington Management Group Llp, GQG Partners LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Invesco Ltd., Harris Associates L P, VFINX - Vanguard 500 Index Fund Investor Shares, and Capital Research Global Investors .
American International Group, Inc. (BIT:1AIG)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 8, 2025 is 70.18 / share. Previously, on September 9, 2024, the share price was 70.36 / share. This represents a decline of 0.26% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 214,800 | 115.45 | 18,385 | 112.11 | |||
| 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 | 8,179 | -29.72 | 700 | -17.36 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 5,910 | 304.79 | 506 | 300.79 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 135,771 | 19.59 | 11,621 | 17.73 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 209,500 | 0.00 | 17,931 | -1.55 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 141,900 | -37.02 | 12,145 | -37.99 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 1,406,258 | 33.95 | 120,362 | 31.87 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 7,976 | 63.58 | 675 | 67.08 | ||||
| 2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 4,685 | 0.00 | 345 | -2.82 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic Value 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 | 16,370 | -77.91 | 1,401 | -78.26 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 34,935 | 2.30 | 3,037 | 22.16 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 12,000 | 0.00 | 1,027 | -1.53 | ||||
| 2025-08-07 | 13F | 第1620章 | 15 | -6.25 | 1 | 0.00 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -19,109 | -0.00 | -1,636 | -1.57 | |||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 5,175 | 0.39 | 443 | -1.34 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 27,400 | 1.74 | 2,319 | 3.85 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 23,044 | 0.00 | 1,972 | -1.55 | ||||
| 2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 2,631,490 | -1.45 | 214,519 | 9.07 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 12,752 | -3.55 | 1,091 | -5.05 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 324 | -16.92 | 28 | -18.18 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 283,688 | -4.16 | 24,281 | -5.65 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 45 | -40.79 | 4 | -50.00 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,455 | -2.09 | 1,580 | -3.60 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋中盘价值 VCT 投资组合 I 类 | 37,660 | -0.69 | 3,223 | -2.24 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 19,902 | 8.51 | 1,703 | 6.84 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 3,592 | 0.00 | 265 | -2.94 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 27,438 | -6.25 | 2,237 | 3.76 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 30,883 | 3,113.63 | 2,643 | 3,084.34 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 13,229 | 8,603.29 | 1,120 | 9,225.00 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,231,143 | 14.49 | 105 | 12.90 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 82,037 | 2.27 | 7,022 | 0.69 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 100,635 | -2.50 | 8,613 | -4.01 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 12,671 | 11.18 | 1,085 | 9.49 | ||||
| 2025-05-15 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 6,380 | -11.76 | 520 | -2.26 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 904 | 0.00 | 77 | -1.28 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 8,930 | -5.75 | 764 | -7.17 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 18,363 | 0.00 | 1,572 | -1.57 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 383 | 185.82 | 33 | 190.91 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 8,580 | -3.12 | 734 | -4.55 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（invesco 可变保险基金）- Invesco Vi Comstock 基金系列 I | 238,025 | -17.51 | 20,373 | -18.79 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 120 | 0.00 | 10 | 0.00 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 359 | 0.56 | 31 | -3.23 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | NP | BVPIX - Baywood ValuePlus 基金机构股票 | 1,100 | 0.00 | 94 | -1.05 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 407,682 | 1.34 | 33,234 | 12.16 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 121 | 24.74 | 10 | 25.00 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 4,107 | 44.61 | 352 | |||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 21 | -69.57 | 2 | -80.00 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 144,869 | 3.99 | 12,401 | 2.38 | ||||
| 2025-03-25 | NP | PCGRX - 先锋中型价值基金：A 类 | 257,298 | 10.97 | 18,953 | 7.72 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 7,300 | -63.46 | 625 | -64.08 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 500 | -20.13 | 43 | -22.22 | ||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 50,000 | 0.00 | 4,280 | -1.56 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,839 | -32.54 | 156 | -31.42 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 2,723 | 53.15 | 233 | 51.30 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 92,590 | 198.51 | 7,925 | 193.92 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 132,235 | 0.03 | 11,318 | -1.53 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 24,914 | -4.98 | 2,132 | -6.45 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 991 | -10.56 | 85 | -12.50 | ||||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 999,892 | -5.86 | 84,631 | -3.93 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 30,219 | 9.29 | 2,558 | 11.51 | ||||
| 2025-04-29 | 13F | 伍德塔弗金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 706 | 32.46 | 61 | 56.41 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 173 | 0.00 | 15 | -6.67 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 71,581 | 6,127 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 110,604 | -2.15 | 9,467 | -3.67 | ||||
| 2025-05-13 | 13F | Trajan 财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 1,400 | 120 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 1,585,721 | -14.90 | 135,722 | -16.22 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 59,008 | 5,050 | ||||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 18,891 | 0.76 | 1,617 | -0.86 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 4,000 | -0.99 | 342 | 16.33 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 4,700 | 402 | |||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,505 | 76.85 | 129 | 72.97 | ||||
| 2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 137,883 | 0.64 | 11,801 | -0.92 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 606 | 6.32 | 52 | 4.08 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 3,103 | -30.24 | 253 | -22.94 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 3,292 | -21.21 | 282 | -22.59 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 11,642 | 0.00 | 996 | -1.58 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 26,526 | 1.94 | 2,270 | 0.35 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 300 | 0.00 | 26 | -3.85 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 304,538 | -2.17 | 26,065 | -3.69 | ||||
| 2025-03-27 | NP | WQAUX - Westwood Quality AllCap 基金超级股票 | 2,798 | -54.14 | 206 | -55.41 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 883,010 | -39.77 | 75,577 | -40.71 | ||||
| 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 | 190,877 | -13.28 | 16,337 | -14.62 | ||||
| 2025-07-29 | NP | MPISX - 纽约梅隆银行收益股票基金 M 类股票 | 54,472 | 56.83 | 4,611 | 60.07 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 668 | -1.62 | 57 | -3.39 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 5,261 | -20.80 | 450 | -21.87 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 8,101,875 | 0.72 | 660,465 | 11.46 | ||||
| 2025-08-14 | 13F | 安盛公司 | 32,693 | -27.79 | 2,798 | -28.91 | ||||
| 2025-08-19 | 13F | Marex 集团 | 3,638 | 311 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Main Street 基金系列 II | 139,074 | 5.48 | 11,903 | 3.85 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 18,615 | -6.34 | 1,593 | -7.76 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 54 | 0.00 | 4 | 33.33 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,280,000 | -29.19 | 195,145 | -30.29 | ||||
| 2025-08-14 | NP | BVSIX - Baywood 社会责任基金机构股票 | 6,100 | 0.00 | 522 | -1.51 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 11,165 | -9.08 | 956 | -10.50 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 21,285 | -8.82 | 1,822 | -10.25 | ||||
| 2025-06-30 | NP | PWS - Pacer WealthShield ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 149,302 | 14.13 | 12,779 | 12.35 | ||||
| 2025-08-14 | 13F | 野村控股公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 采石场LP | 5,044 | 432 | ||||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,580 | -10.45 | 221 | -12.00 | ||||
| 2025-03-25 | NP | PMAIX - 先锋多元资产收益基金：A 类 | 65,006 | 0.00 | 4,788 | -2.92 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 2,367 | 203 | ||||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 15,086 | -86.90 | 1,291 | -87.10 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 75,400 | -3.62 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | 托巴姆 | 1,919 | 110.19 | 0 | |||||
| 2025-08-12 | 13F | 保德信金融公司 | 645,984 | 100.14 | 55,289 | 97.03 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 76,694 | 0.00 | 6,564 | -1.54 | ||||
| 2025-03-27 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 55,000 | -35.29 | 4,051 | -37.18 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 300 | 16.28 | 25 | 19.05 | ||||
| 2025-07-10 | 13F | 麦克休集团有限公司 | 2,500 | 0.00 | 214 | -1.84 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 400 | 0.00 | 34 | -2.94 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 822 | -18.37 | 70 | -19.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 2,720 | -8.23 | 233 | -9.73 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 113,776 | -0.10 | 9,738 | -1.65 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 134,598 | -17.66 | 10,972 | -8.88 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -52,225 | 52.13 | -4,470 | 49.77 | |||
| 2025-08-26 | NP | BVOIX - Barrow Hanley 美国价值机会基金机构股份 | 15,990 | -2.27 | 1,369 | -3.80 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 129,250 | -8.40 | 11,063 | -9.82 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 8,949 | -31.34 | 757 | -29.97 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | NP | PMIYX - 普特南收入策略投资组合 - | 641 | 9.57 | 53 | 20.45 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 8,297 | 18.95 | 710 | 17.16 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 31,716 | -11.02 | 3 | -33.33 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 31,687 | 0.00 | 2,583 | 10.67 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 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 | 72,430 | 2.15 | 6,130 | 4.25 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 11,757 | -2.49 | 1,006 | -4.01 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 26 | 0 | ||||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 7 | -30.00 | 1 | |||||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 2,443 | -49.73 | 209 | -50.47 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 13 | 116.67 | 1 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 891 | 274.37 | 76 | 280.00 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 87 | 20.83 | 0 | |||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 1,203 | 0.00 | 103 | -1.92 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 51 | 4 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 326 | -0.91 | 28 | -3.57 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 7,744 | 7.24 | 631 | 18.83 | ||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 8,390 | -16.70 | 718 | 50.21 | ||||
| 2025-04-14 | 13F | 谢尔曼资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 50,626 | -14.81 | 4,127 | -5.71 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 38 | -39.68 | 3 | -40.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 1,707 | 0.00 | 146 | -1.35 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 21,923 | -0.14 | 1,906 | 19.21 | ||||
| 2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 30,023 | 0.00 | 2,541 | 2.05 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 53,805 | 4,605 | ||||||
| 2025-07-16 | 13F | 考克斯资本管理有限责任公司 | 15,941 | -6.42 | 1,364 | -7.84 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 4,275 | -12.29 | 366 | -13.71 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 630 | 0.00 | 54 | -1.85 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 19,434 | 12.07 | 1,663 | 10.35 | ||||
| 2025-07-21 | 13F | 指南针规划协会 | 35 | 0.00 | 3 | -33.33 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 275,026 | 18.77 | 23,539 | 16.92 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 20,757 | -19.33 | 2 | -50.00 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 3,771 | -9.18 | 323 | -10.56 | ||||
| 2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,767,164 | 0.45 | 151,252 | -1.11 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 40,114 | 3.31 | 3,433 | 1.72 | ||||
| 2025-04-25 | 13F | 华盛顿信托顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 314,662 | 0.00 | 25,651 | 10.67 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 46,697 | 32.70 | 3,997 | 30.63 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 4,315 | 0.00 | 365 | 2.24 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,508 | 5.69 | 215 | 3.88 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 235,990 | 3,236.02 | 20,198 | 3,184.23 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 23,673 | -0.15 | 2,026 | -1.70 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 8,409,311 | -7.73 | 719,753 | -9.16 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Put | 86 | -1.16 | |||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 29,826 | 329.27 | 2,553 | 322.52 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 543,982 | -5.11 | 46,559 | -6.58 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 15,134 | 2.02 | 1,295 | 0.47 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 24,600 | -66.44 | 2,106 | -66.96 | |||
| 2025-08-05 | 13F | TSFG有限公司 | 5 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,035 | 0.00 | 89 | -1.12 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 6,500 | -91.03 | 556 | -91.18 | |||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 6,463 | -0.05 | 547 | 2.05 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 173,000 | 53.91 | 14,807 | 51.52 | |||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 197,766 | -4.80 | 16,927 | -6.28 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 9,900 | -92.55 | 847 | -92.67 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,286,754 | 110,133 | ||||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 3,620 | -3.70 | 310 | -5.21 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 8,833 | -0.03 | 756 | -1.56 | ||||
| 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 | 5,675 | -5.04 | 463 | 5.00 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,020 | -26.41 | 87 | -27.50 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 8,832 | -2.20 | 686 | -6.93 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,419 | 46.59 | 121 | 44.05 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 38 | 3 | ||||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 579 | -35.09 | 49 | -37.66 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 30,132 | -4.13 | 2,579 | -5.64 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 6,116 | -6.44 | 475 | -16.55 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 25,810 | 0.00 | 2,185 | 2.06 | ||||
| 2025-05-14 | 13F | 埃德加·洛马克斯·科/va | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,230 | -10.68 | 105 | -11.76 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 44,110 | -11.64 | 3,775 | -13.00 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 152,467 | -15.54 | 12,429 | -6.52 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 2,763 | -10.03 | 236 | -11.28 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 154,440 | -7.35 | 13,219 | -8.79 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,538 | 217 | ||||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 2,815 | -10.72 | 241 | -12.41 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 179,679 | 2.46 | 15,379 | 0.87 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 41,339 | 11.60 | 3,538 | 9.88 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 166,817 | 0.00 | 14,278 | -1.56 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 124,431 | 10,650 | ||||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 1,607 | -75.51 | 136 | -68.45 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 144,678 | -1.35 | 11,794 | 9.17 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 60,542 | -67.45 | 5,182 | -67.96 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 6,558 | -78.47 | 561 | -67.59 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,860 | 3.70 | 2,781 | 5.82 | ||||
| 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 | 193,523 | -4.76 | 15,776 | 5.41 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 377 | 13.21 | 32 | 14.29 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 231,820 | 164.96 | 19,841 | 160.86 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 11,328 | 970 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 17,323 | 8.56 | 1,483 | 6.85 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,631 | 19.57 | 396 | 17.86 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 55,959 | 21.60 | 4,790 | 19.73 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 5,465 | -2.58 | 468 | -4.11 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 3,861 | -4.24 | 330 | -5.71 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,099,773 | -4.33 | 93,085 | -2.37 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 23,420 | -5.81 | 2,005 | 3.78 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 300 | -87.50 | 26 | -87.98 | |||
| 2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 514,243 | 0.00 | 41,921 | 10.67 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 900 | -30.77 | 77 | -31.86 | |||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 50,896 | 3.81 | 4,356 | 2.21 | ||||
| 2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 1,319,994 | 21.54 | 112,978 | 19.65 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 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 | 300,847 | 148.56 | 25,464 | 188.63 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,303,519 | 470.27 | 110,987 | 458.51 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 16,358,816 | -0.76 | 1,400,151 | -2.31 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 8,293 | -20.98 | 710 | -22.26 | ||||
| 2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 158,456 | 10.53 | 13,562 | 8.82 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 5,635 | -0.46 | 482 | -2.03 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 35 | 0.00 | 3 | -33.33 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 2,520 | 0.24 | 216 | -1.38 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,350 | 16.38 | 116 | 15.00 | ||||
| 2025-08-05 | 13F | 梅克斯勒投资管理有限公司 | 9,290 | -4.42 | 795 | -5.92 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 14,504 | 1.59 | 1,241 | 0.00 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 1,585 | 136 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 147,367 | 12,613 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 343 | 124.18 | 29 | 123.08 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 6,316 | -3.31 | 541 | -4.76 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 530 | 11.81 | 0 | |||||
| 2025-08-12 | 13F | 国家信托银行 | 110 | 9 | ||||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 164,827 | 3.50 | 14 | 7.69 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 3,936,540 | -4.70 | 337 | -6.41 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 63,424 | 511.73 | 5,428 | 502.44 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 4,182 | -1.81 | 358 | -3.51 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 170,735 | -3.03 | 13,918 | 7.32 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 4,249 | 62.55 | 364 | 59.91 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 36,121 | -3.32 | 3,092 | -4.83 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 1,708 | -30.37 | 145 | -29.06 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 25,439 | -1.78 | 2,074 | 8.70 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 177,853 | -4.50 | 14,499 | 5.69 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 91,852 | 12.78 | 7,774 | 15.10 | ||||
| 2025-05-14 | 13F | 斯通里奇投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 114,429 | -6.23 | 9,794 | -7.69 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 135,440 | -3.86 | 11,464 | -1.89 | ||||
| 2025-07-09 | 13F | 连接投资组合管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 8,363,715 | -5.60 | 715,850 | -7.06 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 13,815 | -10.12 | 1,182 | -11.53 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 72,831 | -0.17 | 6,234 | -1.72 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 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 | 85,353 | 6,958 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,662 | 1.47 | 142 | 0.00 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 8,865 | 17.90 | 759 | 16.08 | ||||
| 2025-07-31 | 13F | Leeward Investments, LLC - 马萨诸塞州 | 151,870 | -1.58 | 12,999 | -3.11 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 25,851 | -0.86 | 2,213 | -2.43 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 7,000 | -0.14 | 599 | -1.64 | ||||
| 2025-07-24 | 13F | 康宁公司 | 3,841 | -5.07 | 329 | -6.55 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 179,565 | 2.80 | 15,369 | 1.20 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 23,700 | 18.50 | 2,028 | 16.69 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 539,291 | -0.81 | 43,963 | 9.78 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 64 | 0.00 | 5 | 0.00 | ||||
| 2025-06-27 | NP | PCGRX - 胜利先锋中型股价值基金A类 | 256,093 | 20,877 | ||||||
| 2025-08-12 | 13F | 创始者有限公司 | 17,388 | 1,488 | ||||||
| 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 | 1,749,817 | -14.77 | 142,645 | -5.67 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 2,525 | -34.40 | 216 | -35.33 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 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 | 8,962 | 5.39 | 767 | 3.79 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 107,436 | 0.00 | 9,195 | -1.55 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 6,342 | -0.14 | 543 | -1.81 | ||||
| 2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 中盘核心股票基金系列 I | 32,194 | -21.84 | 2,755 | -23.04 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 892 | 49.16 | 73 | 63.64 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,236,460 | -0.57 | 362,599 | -2.12 | ||||
| 2025-05-05 | 13F | Transce3nd有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 560 | 3.51 | 48 | 0.00 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球战术配置投资组合初始类别 | 1,087 | 93 | ||||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 8,337 | -2.24 | 714 | -3.78 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 2,884 | -8.18 | 247 | -9.89 | ||||
| 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 | 23,301 | 0.00 | 1,972 | 2.07 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,788 | -7.88 | 153 | -8.93 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 3,433,069 | 0.22 | 293,749 | -1.27 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 14,050 | 4.55 | 1,167 | 5.99 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 171,006 | 17.86 | 14,474 | 20.27 | ||||
| 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 | 311,089 | -4.98 | 26,626 | -6.45 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 25,170 | -76.87 | 2,154 | -77.23 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 531 | 0.00 | 45 | -2.17 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 3,890 | -92.98 | 333 | -93.11 | ||||
| 2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 23,309 | -0.68 | 1,995 | -2.21 | ||||
| 2025-08-14 | 13F | 联信银行 | 161,697 | -4.34 | 13,840 | -5.83 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 603 | -28.30 | 49 | -19.67 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 950 | -31.06 | 77 | -23.76 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,187,730 | -3.52 | 101,658 | -5.02 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 45,645 | -31.90 | 3,907 | -32.97 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 1,017 | -27.04 | 83 | -19.61 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 7,485 | 6.97 | 641 | 5.26 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 55,986 | -4.54 | 5 | -20.00 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 4,442 | 380 | ||||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 1,100 | -26.86 | 90 | -19.09 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,800 | 280.00 | 325 | 351.39 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 35,425 | -13.06 | 2,888 | -3.80 | ||||
| 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 | 220,283 | -1.46 | 18,645 | 0.56 | ||||
| 2025-05-29 | NP | ARUIX - ARGA VALUE FUND 机构股票 | 154 | 0.00 | 13 | 18.18 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 70,011 | 0.00 | 5,992 | -1.54 | ||||
| 2025-08-04 | 13F | 联合银行 | 111,918 | -4.19 | 10 | -10.00 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 5,738 | -6.15 | 0 | |||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,530 | 0.00 | 125 | 0.00 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 301,517 | 6.34 | 25,807 | 4.69 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 15,073 | -0.30 | 1,229 | 10.33 | ||||
| 2025-03-31 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 1,320 | 43.48 | 97 | 53.97 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 3,651 | -1.14 | 312 | -2.80 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 2,555 | 0.55 | 219 | -0.91 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 14,554 | 132.45 | 1,246 | 128.86 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 137,435 | -4.54 | 11,632 | -2.59 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 3,159 | 0.00 | 270 | -1.46 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 25,470 | 2.93 | 2,076 | 13.94 | ||||
| 2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 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 | 171,971 | -10.20 | 14,556 | -8.36 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 4,554 | 0.00 | 382 | 0.53 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 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 | 132,094 | -3.10 | 11,306 | -4.61 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 3,979 | -1.68 | 341 | -3.13 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 7,142 | 0.00 | 1 | |||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,942 | 13.25 | 7,189 | 15.58 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 24,728 | -6.77 | 2,116 | -8.24 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 6,524,751 | -5.85 | 558,409 | -7.29 | ||||
| 2025-07-21 | 13F | 博雅尔资产管理公司 | 3,447 | 0.00 | 295 | -1.34 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 9,286 | -2.53 | 795 | -4.11 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 2,184,491 | 15.86 | 186,792 | 14.10 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 113,867 | 15.25 | 9,746 | 13.46 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 126,382 | -2.55 | 10,817 | -4.06 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 60,900 | 70.11 | 5,194 | 67.82 | |||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 11,027 | -18.65 | 944 | -19.95 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 128,500 | -31.69 | 10,960 | -32.61 | |||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 6,100 | -77.66 | 522 | -78.00 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 2,416 | 0.79 | 207 | -0.96 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 3,152 | 3.55 | 270 | 1.89 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 191 | -29.78 | 16 | -25.00 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 4,666 | -11.96 | 357 | -22.39 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 19,557 | -12.19 | 2 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 53,100 | 208.72 | 4,545 | 262.94 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 215,666 | 0.00 | 17,581 | 10.68 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 1,988 | -60.46 | 170 | -53.55 | ||||
| 2025-05-15 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 281,586 | -18.71 | 20,742 | -21.09 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 10,154 | 150.41 | 869 | 146.88 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 646,092 | -5.49 | 55,299 | -6.95 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 34,209 | -34.09 | 2,928 | -35.13 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 239,085 | 0.42 | 20,463 | -1.14 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 385 | 0.00 | 33 | -3.03 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 5,743,206 | 2.29 | 468,186 | 13.20 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 5,689 | -7.84 | 487 | -9.33 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 1,361 | -11.22 | 116 | -12.78 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 9,066 | 2.96 | 767 | 5.07 | ||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 370,989 | -11.26 | 30,243 | -1.79 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 23,071 | -2.96 | 1,975 | -1.89 | ||||
| 2025-08-27 | NP | PISYX - 胜利先锋内在价值基金Y类 | 649 | -7.29 | 56 | -8.33 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 4,979 | -35.71 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 2,499 | 27.43 | 214 | 25.29 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 753 | 0.00 | 64 | -1.54 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,365 | -11.39 | 202 | -12.93 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 16,089 | -3.81 | 1,362 | -1.87 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 460 | -10.85 | 37 | -2.63 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 1,315 | -63.10 | 113 | -63.75 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,579 | -0.56 | 303 | 1.34 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 9,625 | -3.99 | 824 | -5.51 | ||||
| 2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 66,810 | -17.52 | 5,718 | -18.80 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,779 | -11.38 | 238 | -12.87 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 47,553,455 | -7.62 | 4,070,100 | -9.05 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 575,969 | -3.13 | 46,953 | 7.20 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | Call | 550,000 | -45.54 | 46,524 | -47.02 | |||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 14,198 | -96.33 | 1,215 | -96.39 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 11 | 1 | ||||||
| 2025-08-13 | 13F | 卡特勒资本管理有限责任公司 | 32,800 | 0.00 | 2,807 | -1.54 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | Put | 1,320,000 | -12.58 | 111,659 | -14.95 | |||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 41,919 | -1.05 | 3,506 | -3.23 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 3,288 | 2.81 | 281 | 1.08 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 339 | 0.00 | 29 | 0.00 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 8 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 608,207 | 2.51 | 52,056 | 0.92 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 18,800 | 1,257.40 | 1,591 | 1,400.94 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -8,396 | -13.44 | -711 | -11.69 | |||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 39,835 | 3,409 | ||||||
| 2025-08-13 | 13F | 第1832章 | 29,473 | -1.16 | 2,523 | -2.70 | ||||
| 2025-08-12 | 13F | NFC 投资有限责任公司 | 102,938 | 2.22 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 25,424 | -0.85 | 2 | 0.00 | ||||
| 2025-05-28 | NP | HWAIX - Hotchkis & Wiley 价值机会基金 I 类 | 69,300 | 2.67 | 6,025 | 22.59 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 4,792 | -6.52 | 410 | -7.87 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 4,587 | 12.04 | 393 | 10.42 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 76,073 | 1.14 | 6,511 | -0.43 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 67,839 | 4.29 | 5,806 | 2.67 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,665 | 71.29 | 570 | 68.64 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 24,095 | -13.19 | 2,062 | -14.55 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,659 | 119.15 | 140 | 125.81 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 217 | 0.00 | 19 | 0.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 24,520 | -4.12 | 2,099 | -5.62 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 25,972 | 2,223 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 77,757 | 11.46 | 6,655 | 9.75 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 2,921 | 250 | ||||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 4,291 | 3.35 | 367 | 1.94 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 18,157 | -7.48 | 1,537 | -5.59 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,673 | -3.46 | 143 | -4.67 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 32,354 | -1.72 | 2,769 | -3.22 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 209 | -41.46 | 18 | -45.16 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 482 | -6.77 | 41 | -6.82 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 555 | -4.15 | 48 | -6.00 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 82,602 | -2.17 | 7,070 | -3.71 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 23,456 | 0.00 | 2,008 | -1.57 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 4,492 | 13.95 | 384 | 12.28 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 625,705 | -0.15 | 53,554 | -1.70 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 299,692 | -3.93 | 25,366 | -1.96 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 323,715 | -6.16 | 27,707 | -7.62 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 11,390 | 7.11 | 975 | 5.41 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 14,875 | -2.44 | 1,273 | -3.92 | ||||
| 2025-05-14 | 13F | ExodusPoint 资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 39,936 | -5.76 | 3,418 | -7.22 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 2,548 | -20.80 | 218 | -21.86 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 3,075 | -18.48 | 263 | -19.57 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 4,095 | 0 | ||||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 8,160 | 1.23 | 1 | |||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 2,294,013 | 21.98 | 196,345 | 20.08 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 6,913,383 | 2.82 | 591,717 | 1.22 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,939,891 | -1.24 | 166,035 | -2.78 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 125,499 | 1,435.16 | 10,741 | 1,412.82 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 87,831 | -4.93 | 7,517 | -6.41 | ||||
| 2025-07-21 | 13F | 111资本 | 10,040 | 221.28 | 859 | 216.97 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 490 | -7.02 | 42 | -4.65 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 405,351 | -1.67 | 34,694 | -3.20 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 6,464 | 16.64 | 553 | 14.97 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 2,373 | 0.21 | 203 | -0.98 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 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 | 704,000 | 0.00 | 60,255 | -1.55 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 1,487 | -25.09 | 121 | -17.12 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 5,965 | -2.61 | 511 | -4.14 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 8,313 | 27.15 | 712 | 25.18 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,282 | -9.87 | 193 | -8.10 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 91,756 | -2.03 | 7,853 | -3.55 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 13,760 | 0.34 | 1,178 | -1.26 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 2,674 | 5.78 | 229 | 4.11 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 5,775 | -17.20 | 494 | -18.48 | ||||
| 2025-08-05 | 13F | HFG 顾问公司 | 2,387 | 204 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 48,395 | 4,142 | ||||||
| 2025-05-15 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | NVWM有限公司 | 22 | 0.00 | 2 | 0.00 | ||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 10,965 | -36.80 | 938 | -37.80 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 2,987 | 0.00 | 256 | -1.54 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 3,469 | -2.97 | 297 | -4.52 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 34,174 | -2.18 | 2,925 | -3.72 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 381,494 | -10.48 | 30,558 | -9.66 | ||||
| 2025-04-15 | 13F | 萨尼贝尔 Captiva 信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 14,898 | 17.34 | 1,261 | 19.66 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 130,722 | -29.23 | 11,190 | -30.33 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 1,585 | -3.24 | 136 | -4.93 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 7,484 | 0.00 | 641 | -1.54 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 22,955 | 0.91 | 1,965 | -0.66 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 5,007 | 0.00 | 428 | -1.61 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Put | 53,200 | -43.52 | 5 | -50.00 | |||
| 2025-07-14 | 13F | 托特金融咨询公司 | 450 | 0.00 | 39 | -2.56 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Call | 60,800 | -11.88 | 5 | 0.00 | |||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 2,627 | -27.03 | 225 | -28.21 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 596 | 1.02 | 51 | 0.00 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 7,956 | -0.11 | 681 | -1.73 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 1,631 | 0.68 | 140 | -0.71 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 152,824 | 82.03 | 13,080 | 79.23 | ||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 141,579 | 47.05 | 11,542 | 62.76 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 22,212 | -8.43 | 1,901 | -9.82 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 10,318 | 15.05 | 883 | 13.35 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 37,610 | 46.37 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 2,958 | 0.07 | 253 | -1.17 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 68,279 | -10.80 | 5,844 | -12.19 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 150 | 0.00 | 13 | -7.69 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 436,483 | 26.29 | 37,359 | 24.33 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 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 | 189,889 | 0.00 | 15,480 | 10.67 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 26,710 | 0.00 | 2,177 | 10.68 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 4,497 | 385 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 11,770 | 47.64 | 1,007 | 45.31 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 7,962 | -79.77 | 681 | -80.09 | ||||
| 2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 126,800 | 0.00 | 10,853 | -1.55 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,463 | -8.39 | 468 | -9.85 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 200,000 | 17,118 | |||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 4,222 | 13.59 | 361 | 11.76 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 2,012,407 | -4.16 | 172,241 | -5.65 | ||||
| 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 | 24 | 14.29 | 2 | 0.00 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 105,971 | -57.65 | 9,070 | -58.30 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 15,350 | -2.23 | 1,314 | -3.74 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,564,010 | -14.95 | 133,864 | -16.27 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 335,497 | 4.63 | 28,396 | 6.77 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 77,431 | -22.22 | 7 | -25.00 | ||||
| 2025-05-08 | 13F | 艾伯塔省投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-03-28 | NP | USISX - 收益股票基金份额 | 182,774 | -36.65 | 13,463 | -38.50 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 17,877 | 1.76 | 1,530 | 0.20 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 300,611 | 14.84 | 25,730 | 13.06 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 6,350 | -2.70 | 544 | 14.32 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 11,465 | 25.20 | 1 | |||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 23,040 | -21.28 | 1,972 | -22.48 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 5,013 | 0.00 | 429 | -1.38 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 19,400 | -2.51 | 1,660 | -4.05 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 641,434 | -7.75 | 54,900 | -9.18 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 358 | 3.77 | 31 | 3.45 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 685,195 | -56.63 | 58,646 | -57.30 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 100 | 0.00 | 9 | 0.00 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 40,232 | -14.81 | 3,443 | -16.13 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 918,611 | -0.62 | 78,624 | -2.17 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,645 | 1.08 | 312 | -0.64 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 68,085 | 11.19 | 5,827 | 13.81 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 8,714 | 8.11 | 746 | 6.43 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 52 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 商业银行 | 15,594 | -9.63 | 1,335 | -11.07 | ||||
| 2025-07-17 | 13F | 人民金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 6,885,427 | 2.99 | 589,324 | 1.39 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 2,035 | -9.88 | 174 | -11.22 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 2,590 | 222 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 17,413,267 | -2.62 | 1,490,402 | -4.13 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 1,424,592 | -2.86 | 121,932 | -4.37 | ||||
| 2025-04-07 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 351 | 0.00 | 30 | 0.00 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 13,255 | -19.74 | 1,134 | -20.98 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 9,941 | -79.24 | 851 | -79.58 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,866 | -1.48 | 160 | -3.05 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 4,755 | 54.23 | 407 | 51.49 | ||||
| 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 | 19,998 | -1.29 | 1,630 | 9.25 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 5,736 | -4.27 | 491 | -5.77 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 214,867 | 39.37 | 18,390 | 37.21 | ||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 2,575 | -18.51 | 220 | -19.71 | ||||
| 2025-04-28 | NP | PTL-Inspire 500 ETF | 13,130 | 11.58 | 1,089 | 20.46 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 11,612,075 | -5.85 | 993,877 | -7.31 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 25,148 | -2.97 | 2,050 | 7.39 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 669 | 7.56 | 57 | 5.56 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 589 | 33.56 | 50 | 31.58 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 5,078 | -0.59 | 435 | -2.25 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 126,360 | -6.90 | 10,815 | -8.35 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 81,800 | 47.12 | 7,001 | 44.86 | |||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 152,787 | -4.23 | 13,077 | -5.72 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 42,400 | 5.47 | 3,629 | 3.86 | |||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 118,578 | -25.27 | 10,149 | -26.42 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 71,413 | -41.44 | 6,112 | -42.35 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 30,636 | -5.13 | 2,622 | -6.59 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 3,150 | 0.00 | 270 | 3.07 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 257,014 | 20,952 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 107,926 | -3.40 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 64,200 | -77.36 | 0 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 132 | 11 | ||||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 1,112,092 | 34.59 | 94,127 | 37.35 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 345 | 30 | ||||||
| 2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 1,754 | -28.61 | 148 | -27.09 | ||||
| 2025-05-12 | 13F | 科维斯特有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 372,802 | -25.12 | 31,908 | -26.29 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 100,000 | 0.00 | 8,559 | -1.55 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 14,640 | 2.98 | 1,253 | 1.46 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam Focused Equity Fund A 类 | 47,100 | 3,987 | ||||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 1,832,762 | 11.67 | 156,866 | 9.94 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 43,978 | 2.41 | 3,764 | 0.83 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 46,500 | -36.13 | 3,980 | -37.13 | |||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 5,942 | 0.41 | 509 | -1.17 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 12,000 | -82.38 | 1,027 | -82.65 | |||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 9,822 | 572.74 | 854 | 704.72 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 170 | 54.55 | 0 | |||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,392 | 119 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 189,368 | -2.94 | 16,179 | -4.08 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 7,001 | 599 | ||||||
| 2025-07-29 | 13F | 有志者有限公司 | 3,505 | 0.06 | 300 | -1.64 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠股息收入基金 | 575,575 | 0.00 | 46,921 | 10.67 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 765 | -4.97 | 65 | -5.80 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 1,606 | 137 | ||||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 171,000 | -22.62 | 15 | -26.32 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 23,171 | -22.51 | 1,889 | -14.26 | ||||
| 2025-04-14 | 13F | IMC-芝加哥有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 64,007 | 3.26 | 5,478 | 1.65 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,429,324 | 4.36 | 293,516 | 2.74 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 3,119 | 0.00 | 264 | 1.94 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 89,046 | -2.63 | 7,621 | -4.14 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 29 | 123.08 | 2 | 100.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 2,732 | 7.81 | 234 | 5.91 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 公平控股公司 | 3,364 | 29.29 | 288 | 26.99 | ||||
| 2025-08-29 | NP | DHFYX - 钻石山大盘Y类集中基金 | 40,864 | 1.44 | 3,498 | -0.14 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 79 | 102.56 | 7 | 100.00 | ||||
| 2025-08-27 | NP | USCF - 主题 美国现金流冠军 ETF | 294 | -6.37 | 25 | -7.41 | ||||
| 2025-08-14 | 13F | Uniplan 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,298 | -23.67 | 1,566 | -24.86 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 39 | -32.76 | 3 | -40.00 | ||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 6,701 | -60.58 | 574 | -53.68 | ||||
| 2025-05-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 8,107 | 705 | ||||||
| 2025-07-10 | 13F | 瑞典银行 | 1,331,922 | -23.18 | 113,999 | -24.38 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 3,003 | 0.00 | 257 | -1.53 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 340,440 | -4.13 | 28,815 | -2.16 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 11,252 | -0.42 | 963 | -1.93 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 10 | 0.00 | 1 | |||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 5,400 | -34.15 | 440 | -27.15 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 70 | 0.00 | 6 | -16.67 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,594 | 222 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 42,576 | 1.52 | 3,644 | -0.05 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 57,171 | 4,893 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 57,300 | 4,904 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 12,700 | 1,087 | |||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 106 | 9 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 35,312 | 150.01 | 3,022 | 162.55 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -129,070 | 10.92 | -11,047 | 9.20 | |||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 4 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 13,064 | 0.28 | 1,118 | -1.24 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 4,432 | 0.00 | 361 | 10.74 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 178,333 | -44.07 | 14,538 | -38.11 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 120,810 | 126.67 | 10,503 | 170.70 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 10,079 | 33.00 | 863 | 31.00 | ||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 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 | 3,972,156 | -7.11 | 339,977 | -8.56 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 595 | 30.77 | 50 | 35.14 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 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 | 36 | 24.14 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 73,571 | -6.34 | 6,297 | -7.80 | ||||
| 2025-04-17 | 13F | Nbt 银行 NA /纽约 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 248 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 83 | 7 | ||||||
| 2025-05-15 | 13F | 索罗斯基金管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,873 | 20.61 | 246 | 18.36 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 77 | 0.00 | 7 | 0.00 | ||||
| 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 | 988 | -9.77 | 73 | -13.25 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 10,000 | 0.00 | 856 | -1.61 | |||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 9,346 | 11.90 | 791 | 14.31 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 695,004 | 3.47 | 58,825 | 5.60 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 10,597 | 227.67 | 907 | 222.42 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 23,260 | -64.98 | 1,991 | -65.54 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 3,367 | -18.67 | 293 | -2.99 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 6,481 | 26.76 | 555 | 24.77 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 76,496 | -6.69 | 6,545 | -4.52 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 104,611 | 2.96 | 8,954 | 1.36 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 688 | 25.55 | 0 | |||||
| 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 | 6,989,736 | -2.71 | 598,252 | -4.22 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,788 | -26.68 | 390 | -18.75 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 2,893 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 2,500 | 0.00 | 214 | -1.84 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 | 61,115 | 1.08 | 5,231 | -0.49 | ||||
| 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 | 2,608 | 5.16 | 213 | 16.48 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 146,559 | -3.46 | 11,947 | 6.84 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 6,490 | 38.73 | 555 | 36.70 | ||||
| 2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 1,179,137 | 1.21 | 99,802 | 3.28 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 9,207 | 13.75 | 788 | 12.09 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 4,641 | 5.38 | 397 | 3.93 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 3,364 | -3.69 | 288 | -5.28 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 205 | 17 | ||||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 218,200 | -14.83 | 19 | -18.18 | ||||
| 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 | 275 | -46.81 | 22 | -42.11 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 1,120,037 | -13.61 | 91,305 | -4.40 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 253,160 | -17.88 | 21,668 | -19.15 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 124,723 | -2.35 | 10,675 | -3.86 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 274,941 | -0.93 | 23,532 | -2.47 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 6,578 | -1.16 | 563 | -2.77 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 15,485 | -0.15 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,114,450 | 3.59 | 95,386 | 1.98 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 2,912 | -9.68 | 249 | -11.07 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 48,564 | -6.72 | 4,110 | -4.82 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 7,134 | -50.97 | 611 | -51.74 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 7,546 | -0.95 | 646 | -2.57 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 6,360,221 | -0.45 | 544,371 | -2.00 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 263,015 | -4.69 | 21,441 | 5.47 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 131,177 | 191.64 | 11,227 | 236.24 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 40,176 | 11.37 | 3,439 | 9.63 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 14,692 | 1,257 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 6,166 | -0.82 | 528 | -2.41 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 48,477 | -5.79 | 4,103 | -3.84 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 125 | 11 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 20,411 | 1.91 | 1,747 | 0.29 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 46 | 9.52 | 4 | 0.00 | ||||
| 2025-05-27 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 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 | 39,369 | 2.85 | 3,423 | 22.83 | ||||
| 2025-07-15 | 13F | 永久资本管理有限公司 | 12,826 | 1,098 | ||||||
| 2025-08-26 | NP | BGEAX - BRANDES 全球股票基金 A 类 | 6,760 | 3.87 | 579 | 2.30 | ||||
| 2025-05-22 | NP | YLDE - ClearBridge 股息策略 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,531 | -69.66 | 133 | -63.76 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite 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 | 1,788 | 15.21 | 146 | 27.19 | ||||
| 2025-06-25 | NP | WWMCX - WESTWOOD 优质中型基金机构股 | 371 | -29.33 | 30 | -21.05 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 48,600 | -1.65 | 4,114 | 0.37 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 10,317 | -1.16 | 883 | -2.65 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 3,094 | -11.80 | 265 | -13.16 | ||||
| 2025-08-15 | NP | BWLAX - American Beacon Bridgeway 大盘价值基金 A 类 | 5,200 | 20.93 | 445 | 52.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,352 | -2.45 | 116 | -4.17 | ||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92,706 | -19.02 | 7,557 | -10.38 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) AlphaFactor(R) 战术重点 ETF | 37,574 | -24.40 | 3,063 | -16.31 | ||||
| 2025-08-29 | NP | OAKBX - Oakmark 股票和收益基金投资者类别 | 1,109,600 | -39.42 | 94,971 | -40.36 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 3,880 | 36.00 | 332 | 33.87 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 4,045 | 0.00 | 346 | -1.42 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 4,608 | 3.46 | 394 | 1.81 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 34,467 | 10.69 | 2,950 | 8.98 | ||||
| 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 | 13,175 | 0.53 | 1,128 | -1.05 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 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 | 283,765 | -4.18 | 23,133 | 6.04 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 1,964,621 | 6.81 | 160,156 | 18.20 | ||||
| 2025-06-27 | NP | HAVLX - 港湾大型价值基金机构类别 | 388,800 | -23.55 | 31,695 | -15.40 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 124,955 | -5.44 | 10,695 | -6.91 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 679,819 | -26.86 | 58,186 | -27.99 | ||||
| 2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 168,036 | -26.65 | 14,382 | -27.79 | ||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 3,501,805 | -50.51 | 296,393 | -49.49 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 70,381 | 2.16 | 6,024 | 0.57 | ||||
| 2025-04-14 | 13F | PFS 合作伙伴有限责任公司 | Put | 869 | -46.95 | |||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 1,855 | -1.43 | 159 | -3.07 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 350 | 0.00 | 30 | -3.33 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 78,637 | 1.44 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 668,248 | -2.12 | 57,195 | -3.64 | ||||
| 2025-05-23 | NP | NXTV-简化下一个无形价值指数 ETF | 94 | -4.08 | 8 | 14.29 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 8,337 | -2.24 | 714 | -3.78 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 7,678 | -2.93 | 657 | -4.37 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 138 | 12 | ||||||
| 2025-08-29 | NP | OAKGX - Oakmark 全球基金投资者级别 | 270,800 | -31.75 | 23,178 | -32.81 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 581 | 0.00 | 50 | -2.00 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 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 | 124,826 | 13.45 | 10,684 | 11.69 | ||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 59,961 | 81.01 | 4,888 | 112.34 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 11,101 | 6.43 | 950 | 4.75 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 99,963 | 8,556 | ||||||
| 2025-08-14 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 4,627 | 2.89 | 396 | 1.54 |
