机构投资人持股和股东
Broadcom Inc. (IT:1AVGO) 有 6037 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 4,363,773,263 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Capital International Investors, Capital World Investors, VFINX - Vanguard 500 Index Fund Investor Shares, Fmr Llc, Geode Capital Management, Llc, and Jpmorgan Chase & Co .
Broadcom Inc. (BIT:1AVGO)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 286.10 / share. Previously, on September 9, 2024, the share price was 123.92 / share. This represents an increase of 130.87% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 58,115 | -2.12 | 16,019 | 61.16 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 491,796 | 8.99 | 135,558 | 79.42 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 8,683 | -14.15 | 2,585 | 32.84 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 402,306 | -3.46 | 110,896 | 58.94 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 13,819 | 13.87 | 3,345 | 38.22 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 12,872 | 3.03 | 3,548 | 69.68 | ||||
| 2025-07-29 | 13F | 奥布里资本管理有限公司 | 19,600 | 0.00 | 5,403 | 64.68 | ||||
| 2025-08-15 | 13F | CTC有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 3,420 | -5.13 | 1 | |||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 465,321 | 7.71 | 128,288 | 77.35 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 650 | 0.00 | 179 | 65.74 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 139,950 | -2.04 | 38,577 | 61.29 | ||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 24,813 | -0.48 | 6,840 | 63.85 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 11,807 | -12.65 | 2,858 | 6.05 | ||||
| 2025-08-25 | NP | TDIV - First Trust 纳斯达克科技股息指数基金 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 | 980,294 | -14.43 | 270,218 | 40.87 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,170 | -1.02 | 323 | 63.45 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 267,200 | 0.00 | 73,654 | 64.64 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 14,417 | 4.82 | 3,974 | 72.63 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 781 | 215 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 746,736 | 4.29 | 205,838 | 71.71 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 170 | 142.86 | 47 | 318.18 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 7,340 | 7.47 | 2,023 | 76.99 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 2,328,813 | 27.06 | 641,937 | 109.19 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 13,828 | 2.05 | 4 | 50.00 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 83 | 730.00 | 23 | 2,100.00 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 7,522 | 6.48 | 2,073 | 75.38 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 1,346 | 371 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 116 | 8.41 | 22 | -4.35 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 42,009 | -23.69 | 11,580 | 25.63 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 6,812 | 439.35 | 1,878 | 789.57 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 1,051 | 290 | ||||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,419 | 1.79 | 2,278 | 23.34 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 1,799 | -0.83 | 496 | 63.37 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 1,686 | 24.80 | 465 | 105.31 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 150 | 0.00 | 0 | |||||
| 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 | 463,602 | -5.09 | 89,229 | -17.44 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 1,972 | 5.96 | 544 | 74.60 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 23,454 | -20.07 | 5,678 | -2.99 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 8,511 | 10.05 | 2,346 | 81.30 | ||||
| 2025-04-17 | 13F | FNY 投资顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 7,200 | 0.00 | 1,386 | -13.06 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,176 | 0.00 | 9,421 | 64.63 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 1,800 | 0.39 | 496 | 65.33 | ||||
| 2025-08-12 | 13F | 联合银行 | 4,434 | -17.32 | 1,222 | 36.23 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 413 | 37.67 | 114 | 126.00 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 1,251 | -30.77 | 345 | 13.91 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 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 | 57,234 | 2.85 | 15,777 | 69.32 | ||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 57,765 | -20.82 | 15,923 | 30.36 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 94,557 | -13.07 | 26,065 | 43.11 | ||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 8,000 | 0.00 | 1,540 | -13.05 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 12,847 | 2.63 | 3,541 | 69.02 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 10,171 | 2,358 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 3,855 | 18.11 | 1,057 | 74.83 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 16,338 | 586.47 | 2,735 | 32.51 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 55,312 | -0.88 | 15 | 66.67 | ||||
| 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 | 23,349 | -14.43 | 5,652 | 3.88 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 1,684 | 464 | ||||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 2,756 | 0.77 | 760 | 66.08 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 15,115 | 2.25 | 4,166 | 68.39 | ||||
| 2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 271,441 | 16.43 | 74,823 | 91.69 | ||||
| 2025-07-11 | 13F | 沃特弗格森金融公司 | 1,101 | 303 | ||||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 137,406 | -3.91 | 37,876 | 58.20 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 50,754 | -82.88 | 13,990 | -71.82 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 251,624 | 4.34 | 69,360 | 71.79 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 759,003 | -0.37 | 209,219 | 64.03 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 5,005 | 14.95 | 1,380 | 89.42 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 116,142 | -2.42 | 32,015 | 60.66 | ||||
| 2025-05-12 | 13F | 第一国际信托银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 3,367 | -99.78 | 928 | -99.64 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 106,190 | 21.67 | 29,271 | 100.32 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 4,434 | 0.00 | 1,222 | 64.69 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 890 | 0.00 | 245 | 64.43 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 27,684 | 1.93 | 7,631 | 67.82 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 1,825 | -0.98 | 503 | 62.99 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 8,483 | -22.87 | 2,338 | 27.00 | ||||
| 2025-05-15 | 13F | 长荣资本管理有限公司 | Call | 167 | ||||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 1,795 | 16.33 | 495 | 91.47 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 478 | 29.19 | 132 | 114.75 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 7,900 | 2,178 | |||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 6,100 | -54.14 | 1,681 | -24.48 | |||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 3,531 | -2.73 | 973 | |||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 310 | -32.61 | 85 | 10.39 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 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 | 525,919 | 2.87 | 101,224 | -10.52 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 7,278 | -1.36 | 2,006 | 62.43 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 175,776 | -1.81 | 48,453 | 61.65 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 927,284 | -12.92 | 255,606 | 43.37 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 308,700 | -24.32 | 85,081 | 24.65 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 46 | -99.98 | 13 | -99.97 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 813,600 | -30.27 | 224,236 | 14.84 | |||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 130,313 | -3.81 | 35,921 | 58.37 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 3,788 | 16.41 | 1,044 | 91.91 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 15,571 | 2.47 | 4,292 | 68.71 | ||||
| 2025-08-14 | 13F | 光街资本管理有限公司 | 122,471 | 0.38 | 33,759 | 65.27 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 11,320 | -1.71 | 3,121 | 61.83 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 45,155 | 15.06 | 12,447 | 89.44 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 3,010 | 0.00 | 830 | 64.81 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 11,474 | -0.11 | 2,778 | 21.27 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 210 | -17.65 | 58 | 35.71 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 55,256 | 2.57 | 15,231 | 68.88 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 22,918 | 0.58 | 6,317 | 65.58 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 45,524 | -26.34 | 12,549 | 21.27 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 47,419 | 10.62 | 13,071 | 82.12 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 1,197 | 330 | ||||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,710 | -28.14 | 11,492 | -37.49 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 5,480,780 | -13.10 | 1,510,777 | 43.07 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 12,760 | -1.82 | 4 | 50.00 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 5,775 | 45.36 | 1,592 | 139.25 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 1,000 | -70.59 | 276 | -51.67 | |||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 409 | 15.21 | 113 | 89.83 | ||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 1,346 | 4.99 | 356 | 66.36 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 5,475 | -20.13 | 1,509 | 31.56 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 48,896 | 1.11 | 13,478 | 66.48 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 7,063 | 0.10 | 1,947 | 64.86 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 43,313,907 | -5.54 | 11,939,478 | 55.52 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,393 | -13.86 | 9,052 | 4.56 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 280 | 0.00 | 47 | -28.12 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 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 | 11,227 | 5.35 | 3,095 | 73.43 | ||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters 另类策略基金机构类 | 109 | -89.28 | 18 | -92.34 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 343,779 | -3.76 | 94,763 | 58.45 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 1,951 | 42.83 | 538 | 135.53 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 41,300 | 0.00 | 9,997 | 21.38 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 13,264 | -0.90 | 4 | 50.00 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 915 | 252 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 21,991 | -1.44 | 6,062 | 62.28 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 249,975 | -0.13 | 68,906 | 64.42 | ||||
| 2025-08-14 | 13F | 财富高治理资本有限公司 | 86,800 | 133.33 | 23,926 | 284.17 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 1,315 | 9.86 | 363 | 81.00 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 3,744 | 15.45 | 1,032 | 90.06 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 5,370 | -0.11 | 1,480 | 64.44 | ||||
| 2025-05-08 | NP | QCGDX - 量化共同基金投资者类别股票 | 7,549 | 1,264 | ||||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 15,318 | 14.91 | 4 | 100.00 | ||||
| 2025-07-23 | 13F | 莱迪思资本管理有限公司 | 4,000 | 0.00 | 1,103 | 64.72 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 420 | 50.00 | 116 | 150.00 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 355 | -2.47 | 98 | 61.67 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 740 | 179 | ||||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 2,333 | 13.20 | 643 | 86.09 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 20,658 | 0.37 | 5,694 | 65.28 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 8,581,997 | -3.66 | 2,365,627 | 58.61 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 10,130 | 4.11 | 1,950 | -9.43 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 491,980 | -5.90 | 136 | 55.17 | ||||
| 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 | 8,012 | -22.40 | 1,939 | -5.83 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,821 | -3.60 | 41,732 | -16.15 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 95,952 | 19.90 | 26,449 | 97.41 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 35 | -77.12 | 10 | -64.00 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 53 | 3.92 | 15 | 75.00 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 43,565 | -3.86 | 12,009 | 58.29 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 15,418 | 77.42 | 2,581 | 28.15 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 228,763 | -5.33 | 63,059 | 55.87 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 2,008 | -36.46 | 487 | -34.54 | ||||
| 2025-07-09 | 13F | 创业板资产管理有限公司 | 914 | 251 | ||||||
| 2025-07-18 | 13F | SMI 咨询服务有限责任公司 | 884 | 248 | ||||||
| 2025-07-29 | NP | MEFOX - 米汉焦点基金 | 60,090 | 0.00 | 14,546 | 21.38 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 5,526 | -71.55 | 1,493 | -54.09 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 575 | 1.41 | 158 | 68.09 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 1,922 | 4.12 | 530 | 71.20 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 2,136 | -8.17 | 589 | 51.16 | ||||
| 2025-08-19 | 13F | Marex 集团 | Call | 3,400 | 937 | |||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 11,873 | 10.03 | 3,273 | 81.17 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 7,414 | 3.63 | 2,044 | 70.68 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 71,634 | 8.63 | 17,340 | 31.85 | ||||
| 2025-08-19 | 13F | Marex 集团 | 40,804 | 11,248 | ||||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 20,000 | 0.00 | 4,841 | 21.39 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 7,706 | -48.63 | 1,483 | -55.32 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 268,074 | -10.00 | 73,895 | 48.17 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 11,965 | 10.83 | 3,298 | 82.51 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 2,229 | 36.75 | 614 | 125.74 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 235 | 0.43 | 0 | |||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 27,813 | 37.43 | 7,667 | 126.27 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 19,678 | 2.82 | 5,424 | 22.27 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 71,082 | 54.53 | 19,594 | 154.42 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 23,957 | -0.87 | 6,604 | 63.20 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,605 | 838.60 | 442 | 1,478.57 | ||||
| 2025-08-05 | 13F | 瑞瑞维资本有限公司 | 1,627 | 0.00 | 448 | 64.71 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 284,839 | 9.17 | 78,516 | 79.73 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 76,307 | -3.19 | 21,034 | 59.38 | ||||
| 2025-08-14 | 13F | Nwi 管理有限公司 | 23,000 | 0.00 | 6 | 100.00 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 1,010 | 278 | ||||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 2,874 | -11.02 | 696 | 7.92 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 5,835,094 | -7.76 | 1,608,444 | 51.86 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 43,397 | 0.93 | 11,962 | 66.19 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 11,105 | -97.54 | 3,061 | -95.96 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 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 | 5,672 | 33.36 | 1,563 | 119.52 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 61,604 | -2.20 | 16,981 | 61.02 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 24,612 | 4,802.79 | 5,958 | 5,857.00 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 1,937 | 12.68 | 534 | 85.71 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 2,821 | -0.60 | 778 | 63.58 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 36,710 | 0.00 | 10,119 | 64.64 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 6,486 | 18.01 | 1,788 | 94.24 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 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 | 2,141,919 | 1.71 | 412,255 | -11.53 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 29,069 | 121.04 | 8,013 | 264.02 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 192,190 | 10.74 | 46,523 | 34.42 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 40,302 | -0.15 | 11,109 | 64.41 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 28,692 | 3.83 | 7,909 | 70.95 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 287,866 | -3.16 | 79,350 | 59.43 | ||||
| 2025-08-14 | 13F | 轮廓资产管理有限责任公司 | 431,706 | 59.60 | 119,000 | 162.75 | ||||
| 2025-07-21 | 13F | 马修斯国际资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 西切斯特资本顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 235,684 | 0.03 | 69,220 | 75.47 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 2,187 | 0.32 | 405 | -20.00 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 3,094 | -31.87 | 853 | 12.11 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 18,391 | 9.84 | 5,069 | 80.84 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 1,298,584 | -6.61 | 357,955 | 53.75 | ||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 7,360 | -14.01 | 2,029 | 41.52 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 3,726 | 22.49 | 1,027 | 101.77 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 72,746 | 78.63 | 20,053 | 194.10 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 3,000 | -31.82 | 827 | 12.23 | |||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 4,990 | 0.00 | 1,375 | 64.67 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,180,875 | -7.25 | 876,808 | 52.70 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 2,000 | 551 | ||||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,545 | -5.21 | 426 | 56.25 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 20,555 | 18.40 | 5,666 | 94.98 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 43,141 | 6.46 | 10,443 | 29.23 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 4,982 | 9.28 | 1,373 | 79.95 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 1,426 | 55.34 | 274 | 34.98 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 32,562 | 14.40 | 8,976 | 86.47 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 1,787 | 4.63 | 493 | 72.63 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 5,914 | 167.00 | 1,630 | 340.54 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 7,273 | 287.48 | 2,005 | 538.22 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 176,829 | 4.92 | 34,034 | -8.73 | ||||
| 2025-05-15 | 13F | 绿洲管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 4,577 | -1.91 | 1,262 | 61.46 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 17,986 | -2.23 | 4,958 | 60.94 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 25,781 | 25.36 | 7,106 | 236,766.67 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 84,121 | -8.84 | 23,188 | 50.09 | ||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 2,814 | 4.38 | 776 | 71.84 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 10,367 | 0.48 | 2,858 | 65.43 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 250 | 0.00 | 69 | 65.85 | ||||
| 2025-05-12 | 13F | RIA 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 979 | 270 | ||||||
| 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 | 129,937 | 3.08 | 35,817 | 69.70 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 7,101 | -8.35 | 2 | 0.00 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 5,006 | 45.27 | 838 | 5.01 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 336,985 | 56.43 | 92,890 | 157.54 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 1,098 | -76.26 | 303 | -60.98 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 23,205 | 2.57 | 6,397 | 68.89 | ||||
| 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 | 13,848 | 20.86 | 3,817 | 99.01 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,269,570 | 0.00 | 244,354 | -13.02 | ||||
| 2025-05-14 | 13F | 尼什卡玛资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 363 | 0.00 | 70 | -13.75 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 20,956 | -7.75 | 5,777 | 51.88 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 7,501 | 0.68 | 2,068 | 65.76 | ||||
| 2025-05-15 | 13F | 全景资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 31,834 | 1.74 | 8,775 | 67.53 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 1,646 | -48.21 | 454 | -14.85 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 4,875 | -3.25 | 938 | -15.80 | ||||
| 2025-08-22 | NP | 三洲公司 | 36,657 | -0.50 | 10,105 | 63.81 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 39,342 | -7.60 | 10,845 | 52.11 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 9,268 | -32.61 | 2,555 | 10.95 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 5,700 | -89.71 | 1,571 | -83.06 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 113,627 | 0.35 | 31,321 | 65.21 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 25,795 | -6.18 | 6,244 | 13.88 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 4,156 | -1.56 | 1,146 | |||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 1,911 | -10.53 | 1 | |||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 213,494 | 1.34 | 58,850 | 66.84 | ||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 15,426 | -30.52 | 3,734 | -15.65 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 141,960 | 204.31 | 39,131 | 401.04 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 2,522,841 | -7.92 | 485,571 | -19.90 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 2,084 | -8.80 | 574 | 50.26 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 940 | 259 | ||||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 31,279 | -40.59 | 8,622 | -2.18 | ||||
| 2025-08-13 | 13F | 第1832章 | 1,832,839 | 124.55 | 505,222 | 269.69 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 6,215 | 0.00 | 1,713 | 64.71 | ||||
| 2025-06-23 | NP | SMPIX - 半导体超行业深度投资者类别 | 105,958 | -23.27 | 20,394 | -33.26 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 178 | -4.81 | 49 | 58.06 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 121,723 | 17.26 | 33,553 | 93.05 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 345 | 0.00 | 95 | 66.67 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 54,387 | -10.81 | 15 | 40.00 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 3,280 | 1.61 | 904 | 67.41 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 10,775 | 42.64 | 2,608 | 73.17 | ||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 1,759,665 | 11.76 | 485,052 | 84.00 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 13,368 | -26.02 | 3,236 | -10.21 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 120,836 | 0.87 | 33,309 | 66.07 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 113,811 | -12.40 | 21,905 | -23.80 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 8,604 | 25.84 | 2,372 | 107.26 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 37,390 | -6.03 | 10,307 | 54.70 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Put | 100 | 28 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 100 | 0.00 | 28 | 68.75 | |||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 2,978 | -0.67 | 821 | 63.67 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 138,815 | -10.01 | 38,264 | 48.15 | ||||
| 2025-05-09 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -38,662 | -6,473 | |||||
| 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 | 69,380 | -19.62 | 13,354 | -30.08 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 36,879 | 59.46 | 10,166 | 162.53 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 4,514 | 869 | ||||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 1,639 | 82.11 | 452 | 200.67 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 243,275 | 1,918.38 | 67,059 | 3,222.99 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 5,021 | -1.84 | 1,384 | 61.68 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,058,100 | -46.43 | 291,665 | -11.80 | |||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 10,501 | 6.17 | 2,894 | 74.76 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 87,576 | -15.27 | 16,856 | -26.30 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 200 | 55 | |||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 214,440 | -0.88 | 59 | 63.89 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 15,121 | 9.52 | 4,168 | 80.35 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 165,350 | -8.71 | 45,579 | 50.30 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,352,200 | 7.45 | 372,734 | 76.91 | |||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 481,739 | 132,791 | ||||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 744 | 205 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 240,973 | -13.31 | 66,424 | 42.73 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 8,153 | -0.78 | 2,247 | 63.42 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 133 | -8.28 | 0 | |||||
| 2025-04-17 | 13F | 大卫·J·伊瓦尔斯集团 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 73,022 | 7.19 | 16,929 | 48.42 | ||||
| 2025-06-27 | NP | AIBU - Direxion 每日人工智能和大数据牛市 2X 分享 | 1,602 | -39.89 | 308 | -47.71 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 1,383 | 0.22 | 381 | 64.94 | ||||
| 2025-08-28 | NP | FITE - SPDR S&P Kensho 未来证券 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 | 4,124 | -49.19 | 1,137 | -16.41 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 80,384 | -4.38 | 22,158 | 57.42 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 1,533,809 | 0.23 | 422,794 | 65.01 | ||||
| 2025-08-29 | NP | 埃尔斯沃斯成长与收入基金有限公司 | 19,080 | 0.00 | 5,259 | 64.65 | ||||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 60,000 | -20.00 | 11,548 | -30.41 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 18,493 | -8.38 | 5,098 | 50.84 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 196 | 47 | ||||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 165,967 | 1.23 | 45,749 | 15.27 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 200,407 | -6.46 | 55,242 | 54.00 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 22,900 | 18.04 | 6,312 | 94.33 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,028 | 21.95 | 283 | 100.71 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | Put | 1,000 | 276 | |||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 636 | -49.36 | 175 | -16.67 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | 1,725 | 475 | ||||||
| 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 | 1,405,043 | 0.79 | 270,429 | -12.33 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 83,008 | -7.91 | 23,519 | 55.84 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 2,959 | 129.74 | 816 | 279.07 | ||||
| 2025-07-31 | 13F | Arrien 投资公司 | 1,072 | 295 | ||||||
| 2025-07-30 | NP | EGGY - NestYield 动态收入 ETF | 11,715 | 89.96 | 2,836 | 130.68 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 3,815 | -9.90 | 1,052 | 7.14 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 16,490 | -0.63 | 4,545 | 63.61 | ||||
| 2025-07-30 | NP | EGGS - NestYield 总回报保护 ETF | 10,068 | 67.08 | 2,437 | 102.91 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,501 | -7.46 | 397 | 37.37 | ||||
| 2025-08-22 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 19,635 | 63.22 | 5,412 | 168.72 | ||||
| 2025-05-01 | 13F | 艾德有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 1,626,680 | 4.20 | 448,394 | 71.54 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 1,428 | -0.70 | 394 | 63.75 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 263,123 | 58.61 | 72,530 | 161.13 | ||||
| 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 | 56,181 | 15,486 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 2,404,000 | -6.79 | 662,663 | 53.46 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 132,015 | -8.49 | 36,390 | 50.65 | ||||
| 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 | 651,100 | -20.23 | 179,476 | 31.33 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 41,863 | 7.34 | 11,540 | 76.73 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 2,049 | -40.73 | 565 | -2.42 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 884 | 244 | ||||||
| 2025-07-09 | 13F | 帕克赛德顾问有限责任公司 | 14,815 | 21.70 | 4,084 | 100.34 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 27,914 | 1.92 | 7,694 | 67.81 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 14,477 | 5.88 | 3,991 | 74.31 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 726,559 | 4.88 | 200,276 | 72.67 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 48,897 | -10.69 | 13,416 | 44.51 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 215,105 | -1.91 | 41,401 | -14.67 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 484,171 | -1.91 | 133,462 | 61.49 | ||||
| 2025-07-23 | 13F | 彭尼金融有限公司 | 1,000 | 276 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 346,710 | -91.08 | 95,571 | -85.31 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 32,842 | -6.20 | 9,053 | 54.42 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 133,812 | -0.79 | 25,755 | -13.70 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 14,442 | -1.51 | 3,981 | 62.12 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 7,791 | -0.36 | 2,148 | 64.02 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 107,960 | -3.80 | 29,759 | 58.38 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 3,700 | 0.00 | 1,020 | 64.62 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 683 | 0.00 | 188 | 64.91 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 64,620 | 4.43 | 18 | 70.00 | ||||
| 2025-07-16 | 13F | 赛普拉斯基金有限责任公司 | 169,111 | 0.00 | 46,615 | 64.64 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 106,041 | 74.66 | 29 | 180.00 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 230,743 | -3.66 | 63,604 | 58.62 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 4,929 | 21.19 | 1,359 | 99.41 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 11,964,387 | -8.34 | 3,298,948 | 51.66 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 236,000 | 65,094 | |||||
| 2025-06-27 | NP | SOXL - Direxion 每日半导体牛市 3 倍股票 | 2,867,074 | -10.69 | 551,826 | -22.32 | ||||
| 2025-08-05 | 13F | 好事达公司 | 8,916 | -94.19 | 2,458 | -90.43 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 340,700 | 28.91 | 94 | 111.36 | ||||
| 2025-06-27 | NP | WFH - Direxion 在家工作 ETF | 2,712 | -25.78 | 522 | -35.52 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 925 | -48.75 | 178 | -55.39 | ||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 111,170 | 24.95 | 30,644 | 99.66 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 1,000 | -60.00 | 276 | -34.21 | |||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 21,195 | 21.92 | 5,842 | 100.76 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 90,098 | 6.19 | 24,835 | 74.83 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 4,019 | 13.15 | 1,108 | 86.36 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 5,877 | 4.54 | 1,621 | 72.16 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 947 | 261 | ||||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 460 | 127 | ||||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 16,121 | 3.67 | 4,444 | 70.69 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 1,164 | -24.61 | 321 | 24.03 | ||||
| 2025-07-16 | 13F | Prakash 投资顾问有限公司 | 11,460 | -1.38 | 1,919 | -1.39 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 6,054 | -0.84 | 1,669 | 63.21 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 28,162 | -2.72 | 7,763 | 60.14 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 51,172 | 2.51 | 14,106 | 68.78 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 21,434 | 1.84 | 5,908 | 67.70 | ||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 19 | 0.00 | 5 | 66.67 | ||||
| 2025-07-09 | 13F | 企业银行 | 24,699 | -0.66 | 6,808 | 63.58 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 19,268 | -10.26 | 5,311 | 47.77 | ||||
| 2025-07-22 | 13F | HRC财富管理有限公司 | 1,327 | 0.61 | 366 | 65.91 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 10,556,885 | 3.08 | 2,909,896 | 69.72 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 6,013 | 4.34 | 1,657 | 71.89 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 4,012 | -0.42 | 1,106 | 63.95 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 22,800 | 10.11 | 6,280 | 66.82 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 10,271 | 29.34 | 2,831 | 113.02 | ||||
| 2025-08-26 | NP | NQGAX - Nuveen NWQ 全球股票收益基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,444 | -14.26 | 4,808 | 41.16 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 676,148 | 15.90 | 186,380 | 90.82 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 268,161 | 14.61 | 73,919 | 88.69 | ||||
| 2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 2,100 | -50.31 | 579 | -18.25 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 32,309 | 32.94 | 8,906 | 118.87 | ||||
| 2025-07-23 | 13F | 吉尔德投资管理公司 | 5,600 | 0.00 | 1,544 | 64.67 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 11,991 | 12.32 | 3,230 | 80.69 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 99,841 | -0.31 | 27,521 | 64.14 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 1,405 | 18.27 | 387 | 95.45 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | Call | 35,000 | -30.00 | 9,648 | 15.24 | |||
| 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 | 3,348 | 7.00 | 810 | 29.81 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 88,178 | -6.81 | 24,306 | 53.43 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 202,653 | 4.56 | 49,056 | 26.91 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 1,724,909 | 0.00 | 475,471 | 64.64 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 41,188 | 486.06 | 11,353 | 865.39 | ||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 1,712 | 0.00 | 287 | -27.78 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 18,272 | 1.51 | 5,037 | 67.14 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 1,007 | 0 | ||||||
| 2025-08-14 | 13F | 医生金融服务公司 | 16,255 | 2.52 | 4 | 100.00 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 11,027 | 6.40 | 3,023 | 74.24 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,723 | -0.40 | 475 | 64.01 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 11,080 | 7.10 | 3,054 | 76.33 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 90 | 0.00 | 25 | 60.00 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 1,575 | -0.88 | 434 | 63.16 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 10,053 | -8.33 | 2,771 | 50.93 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 61,974 | -3.54 | 17,083 | 58.82 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 4,836 | 0.00 | 1,171 | 21.37 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 15,893 | 1.91 | 4,381 | 67.75 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 20,103 | 18.12 | 4,866 | 43.37 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 18,945 | 93.30 | 5,222 | 218.41 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 77,147 | -78.94 | 21,200 | -65.44 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,577,899 | -6.91 | 435 | 52.82 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 10,503 | -47.40 | 2,895 | -13.41 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -26 | -7 | |||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 17,746 | 5.84 | 4,892 | 74.24 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,401 | -4.42 | 10,861 | 57.37 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 69,599 | -1.80 | 19,185 | 61.67 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 10,000 | 0.00 | 2,756 | 64.64 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 370,837 | 15.57 | 102,221 | 69.32 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 69,678 | -11.23 | 16,867 | 7.75 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 2,544 | -35.95 | 701 | 5.41 | ||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 2,931,897 | 9.62 | 808,177 | 80.48 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 115,007 | 11.46 | 31,702 | 83.50 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 2,070 | 0.10 | 571 | 64.74 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,777 | 73.31 | 7,105 | 185.34 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 39,435 | 6.14 | 10,870 | 74.76 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 4,904 | 17.21 | 1 | |||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 6,526 | -35.89 | 1,580 | -22.22 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 873 | -78.51 | 211 | -73.95 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 1,688 | 46.91 | 465 | 142.19 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 386,417 | -8.18 | 106,516 | 51.17 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 2,239 | 15.00 | 617 | 89.85 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 3,120 | 0.10 | 860 | 65.07 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 48,398 | 2.15 | 13,341 | 68.18 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 29,438 | -23.52 | 8,115 | 25.92 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 204,798 | -0.15 | 56,453 | 64.38 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 3,719 | -4.81 | 1,025 | 56.73 | ||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 1,828 | 13.54 | 504 | 86.99 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 1,455 | 2.11 | 401 | 68.49 | ||||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 2,206 | 8.88 | 608 | 79.35 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 9,534 | 158.72 | 2,628 | 325.77 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 11,094 | 35.71 | 3,058 | 123.54 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 7,467 | 13.55 | 1,437 | -1.24 | ||||
| 2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 91,927 | 15.54 | 25,340 | 90.23 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 21,432 | 6.11 | 5,908 | 74.71 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 373,175 | -20.21 | 102,866 | 31.36 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 2,189 | 11.74 | 603 | 84.40 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 119,936 | 2.37 | 33,061 | 68.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 13,211 | 0.70 | 3,642 | 65.80 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 141,800 | 1.30 | 39,087 | 66.77 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 22,964 | 11.52 | 6,330 | 83.64 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 10,495 | -10.83 | 2,893 | 46.80 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 268,141 | -13.35 | 73,913 | 42.66 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 5,319,800 | -7.43 | 1,466,403 | 52.40 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 6,042,500 | -7.16 | 1,665,615 | 52.84 | |||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 10,283 | -0.87 | 2,834 | 63.25 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 89 | -59.55 | 25 | -33.33 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 3,014 | 0.00 | 730 | 21.30 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 15,474 | 7.00 | 4,265 | 76.17 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 8,395 | 0.00 | 2,314 | 64.70 | ||||
| 2025-07-17 | 13F | 遗产财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 20,130 | 0.00 | 3,874 | -13.02 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 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 | 1,601 | -5.38 | 308 | -17.65 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 36,611 | -0.88 | 10,092 | 63.18 | ||||
| 2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 160,820 | 0.97 | 38,930 | 22.55 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 10,662 | -8.79 | 2,939 | 50.18 | ||||
| 2025-07-02 | 13F | 海伦·斯蒂芬斯集团有限责任公司 | 1,091 | 301 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 198,866 | -1.56 | 54,817 | 62.07 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 357,842 | -0.40 | 86,623 | 20.89 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 14,626 | 5.73 | 4,032 | 69.73 | ||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 149,140 | 28,705 | ||||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 210,989 | 29.24 | 58,159 | 112.79 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 2,125 | -5.97 | 586 | 54.76 | ||||
| 2025-08-08 | 13F | 格林资本管理有限公司 | 218 | -9.92 | 60 | 50.00 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 11,101 | -8.29 | 3,060 | 50.99 | ||||
| 2025-08-14 | 13F | 道富银行 | 185,276,987 | 0.47 | 51,071,601 | 65.42 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 16,580 | -23.91 | 2,776 | -45.07 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 5,773 | 53.41 | 1,604 | 154.60 | ||||
| 2025-08-13 | 13F | 尊贵退休有限公司 | 2,000 | 0.00 | 551 | 64.97 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 1,059,562 | -5.86 | 203,934 | -18.11 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 423,552 | -8.18 | 116,752 | 51.17 | ||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 1,214 | -5.01 | 335 | 56.81 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 869 | 240 | ||||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 1,495 | -4.29 | 0 | |||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 1,003 | 276 | ||||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 103 | -1,571.43 | ||||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 6,161 | -58.02 | 1,186 | -63.50 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 10,566 | -15.33 | 2,913 | 39.40 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 398 | 21.34 | 110 | 101.85 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 241,135 | 14.05 | 58,372 | 38.43 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 305,952 | 24.28 | 84,336 | 103.95 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 4,620 | 35.68 | 1,118 | 64.65 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 343,883 | 66.19 | 83,244 | 101.72 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 4,770 | -77.05 | 1,315 | -52.25 | ||||
| 2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 4,096,666 | -0.18 | 788,485 | -13.17 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 11,770 | 4.62 | 3,244 | 72.28 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 5,345 | 9,618.18 | 1,473 | 16,266.67 | ||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 355 | -24.95 | 98 | 22.78 | ||||
| 2025-08-28 | NP | SAMM - Strategas 宏观动量 ETF | 1,914 | 528 | ||||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 890 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 25,598 | 1.01 | 7,056 | 66.30 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 105,460 | 7.48 | 29,070 | 76.95 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 8,985 | -7.00 | 2,477 | 53.12 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 14,761 | 16.98 | 3,266 | 52.47 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187,500 | -5.54 | 45,388 | 14.66 | ||||
| 2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 77,800 | -80.48 | 21,446 | -67.87 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 25,452 | 79.01 | 7,016 | 194.75 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 5,150 | 0.00 | 1,420 | 64.62 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 4,033 | 1.20 | 1,112 | 66.57 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 9,019 | -5.05 | 2,486 | 56.35 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 13,505 | 8.00 | 2,599 | -6.04 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 952 | 221 | ||||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 1,982 | 0.00 | 546 | 64.95 | ||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 77,860 | 0.00 | 21,462 | 64.64 | ||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 89,407 | -0.38 | 17,208 | -13.34 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 8,244 | -36.49 | 2,272 | 4.56 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 233 | 10.43 | 0 | |||||
| 2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 408,559 | 0.31 | 112,619 | 65.15 | ||||
| 2025-08-25 | NP | PPTAX - Virtus KAR 全球优质股息基金 A 类 | 2,119 | 0.00 | 584 | 64.97 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 1,938 | 5.67 | 534 | 73.94 | ||||
| 2025-08-11 | 13F | 泰格石资本有限公司 | 5,449 | 1,662 | ||||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 1,099 | 0.00 | 303 | 64.13 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 3,336 | 0.00 | 920 | 64.70 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 1,415,801 | -0.02 | 390,266 | 64.60 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 137,912 | 0.00 | 26,544 | -13.02 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 700 | 135 | ||||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 2,718,980 | 3.10 | 769,350 | 74.24 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 2,934 | 4.04 | 809 | 71.19 | ||||
| 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 | 20,599 | 0.98 | 3,965 | -12.16 | ||||
| 2025-08-14 | 13F | 普罗米索斯资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 21,523 | -9.29 | 5,933 | 49.35 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 13,506 | -0.20 | 3,723 | 64.37 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 21,100 | 1.62 | 3,533 | -26.62 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 44,719 | -63.77 | 12,327 | -40.36 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 56,815 | 14.46 | 15,659 | 88.44 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-15 | NP | KMVAX - Kirr、马尔巴赫合作伙伴价值基金 | 32,116 | -22.69 | 8,853 | 27.28 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,371 | 378 | ||||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 65,472 | 3.06 | 18,047 | 69.68 | ||||
| 2025-08-25 | NP | CIBR - First Trust 纳斯达克网络安全 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,133,999 | -4.91 | 863,887 | 56.55 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 22,239 | 30.40 | 6,130 | 114.71 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 73,500 | -35.30 | 20,260 | 6.52 | |||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 52,417 | 43.22 | 6,032 | -1.57 | ||||
| 2025-07-16 | 13F | 阿马里洛国家银行 | 860 | 237 | ||||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 16,250 | -3.50 | 4,479 | 58.89 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 66,596 | 0.98 | 12,818 | -12.16 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 52,583 | 1,603.92 | 14,495 | 2,708.91 | ||||
| 2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 8,983 | -15.91 | 2,477 | 38.38 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 6,044 | 1,664 | ||||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 774,517 | 12.59 | 187,487 | 36.66 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 721,185 | 152.38 | 138,806 | 119.53 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 17,114 | -10.45 | 4,717 | 47.45 | ||||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 8,399 | -5.09 | 1,617 | -17.47 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 18,826 | -14.02 | 5,189 | 41.58 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 231,230 | 27.17 | 63,739 | 109.38 | ||||
| 2025-07-31 | 13F | 普伦投资管理有限责任公司 | 2,943 | -2.23 | 811 | 61.23 | ||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 756 | 208 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 21,782,519 | 6.19 | 6,004,537 | 73.09 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 16,329 | 14.09 | 4,501 | 87.85 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 5,387 | -14.79 | 1,485 | 40.26 | ||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 25,714 | 8.75 | 7,088 | 79.04 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 161,331 | 2.68 | 44,471 | 69.05 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 6,258 | -11.15 | 1,725 | 46.23 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 17,070 | 64.13 | 2,858 | 18.54 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 4,076 | 36.09 | 1,124 | 124.15 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 495,730 | -3.33 | 136,648 | 59.15 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 1,000 | 276 | ||||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 62,620 | 2.11 | 17,261 | 68.12 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 543 | 26.57 | 150 | 109.86 | ||||
| 2025-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 米林顿财务顾问有限责任公司 | 716 | 203 | ||||||
| 2025-07-31 | 13F | 阿拉马尔资本管理有限责任公司 | 1,680 | 0.00 | 463 | 64.77 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 14,067 | 105.39 | 3,405 | 149.45 | ||||
| 2025-06-27 | NP | TMAT - 主要主题创新ETF | 17,352 | 1.40 | 3,340 | -11.81 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,630 | 0.74 | 449 | 66.30 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 77,822 | 29.35 | 21,452 | 112.98 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 70 | 19 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 2,649,600 | -30.33 | 730,362 | 14.70 | |||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 755 | -84.54 | 208 | -74.54 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 37,134,782 | 34.20 | 10,236,203 | 120.95 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 1,928,300 | 406.38 | 531,536 | 733.69 | |||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 2,822 | 722.74 | 778 | 1,216.95 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 271,207 | 0.04 | 52,199 | -12.98 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 14,204 | 0.08 | 3,915 | 64.77 | ||||
| 2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 2,895 | 22.67 | 798 | 102.03 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 122,699 | -0.32 | 33,822 | 64.11 | ||||
| 2025-08-08 | 13F | 布里克利财富管理 | 986 | 272 | ||||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 4,735,046 | 4.46 | 1,305,165 | 71.95 | ||||
| 2025-08-08 | 13F | 第1776章 | 3,099 | 3.33 | 854 | 70.12 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 33,431 | -0.17 | 9,216 | 64.38 | ||||
| 2025-05-15 | 13F | Shellback 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 28,039 | 24.22 | 7,729 | 104.50 | ||||
| 2025-08-27 | 13F | 塞内卡财务顾问有限责任公司 | 1,010 | 278 | ||||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 2,040 | -3.04 | 562 | 59.66 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 643,277 | 1.26 | 177,319 | 66.70 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 16,042 | -3.52 | 3,883 | 17.13 | ||||
| 2025-08-25 | NP | 美国基金保险系列-新世界基金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 | 210,647 | -4.59 | 58,065 | 57.07 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 470,017 | 113,777 | ||||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 36,297 | 0.00 | 10,005 | 64.64 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 2,475 | 682 | ||||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 195 | 0.00 | 54 | 65.63 | ||||
| 2025-07-29 | 13F | 弗拉文金融服务有限公司 | 875 | 241 | ||||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 26,565 | -22.02 | 7,323 | 28.39 | ||||
| 2025-07-14 | 13F | Capital CS 集团有限责任公司 | 2,290 | 631 | ||||||
| 2025-08-12 | 13F | 埃利财务管理公司 | 22,542 | -2.41 | 6,214 | 59.64 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 8,911 | -27.29 | 2,456 | 19.69 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 9,431 | 7.32 | 2,733 | 84.35 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 47,001 | 13.41 | 12,956 | 86.73 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 122 | 34 | ||||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 18,396 | -1.50 | 5,071 | 62.14 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 680 | 6.25 | 187 | 74.77 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A2 系列 | 8,594 | -6.16 | 2,369 | 54.47 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 204,774 | 0.22 | 56,446 | 65.01 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 359,214 | 5.50 | 99,017 | 73.70 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心成长基金 | 4,471 | -3.52 | 1,232 | 58.97 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 469 | -27.51 | 114 | -12.40 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 69,912 | 9.96 | 19,271 | 81.05 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 94,800 | -72.81 | 26,132 | -55.23 | |||
| 2025-08-13 | 13F | 团结财富有限责任公司 | 7,021 | 1,935 | ||||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 389,669 | -11.42 | 107,412 | 50.77 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 2,655 | 13.75 | 732 | 87.44 | ||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 61,436 | -22.94 | 16,935 | 26.87 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 26,779 | 4.45 | 7,382 | 71.97 | ||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 1,190 | -20.72 | 328 | 30.68 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 7,221 | -1.86 | 1,990 | 61.66 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 405 | 15.71 | 112 | 91.38 | ||||
| 2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 6,724 | -3.04 | 1,853 | 59.60 | ||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 6,970 | -0.71 | 1,921 | 63.49 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 4,691 | -0.28 | 1,293 | 64.29 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 476,141 | 15.85 | 131,248 | 90.73 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 968,782 | 28.47 | 267,045 | 111.51 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 243,715 | -6.66 | 67,180 | 53.67 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 威尔公司 | 2,920 | 0.00 | 805 | 64.75 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 101,623 | 14.27 | 28,012 | 33.58 | ||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 28,637 | 5 | ||||||
| 2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 3,682 | 166.81 | 1,015 | 340.87 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 8,270 | 136.02 | 2,280 | 288.91 | ||||
| 2025-05-15 | 13F | Meridiem资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 6,585 | 11.40 | 1,815 | 83.52 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 2,870 | -68.78 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 1,219 | 336 | ||||||
| 2025-07-11 | 13F | BDF-管理 | 120,968 | -1.31 | 33,345 | 62.48 | ||||
| 2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 1,091 | -68.99 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 572,085 | -11.25 | 157,695 | 46.11 | ||||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 1,375,434 | -0.44 | 264,730 | -13.40 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 78,426 | -1.11 | 21,618 | 62.82 | ||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 41,903 | 11,551 | ||||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 7,329 | 26.30 | 2,020 | 108.03 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions 有限责任公司 | 88,388 | 807.01 | 24,364 | 1,393.81 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 3,286 | 0.18 | 906 | 64.85 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,389,157 | 1.30 | 658,571 | 66.78 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 1,744,900 | -29.62 | 480,982 | 15.87 | |||
| 2025-08-13 | 13F | 奥西亚姆 | 1,496,783 | 1,780.05 | 412,588 | 2,995.42 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 1,325,300 | -35.10 | 365,319 | 6.85 | |||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 67,882 | 16.43 | 13,065 | 1.28 | ||||
| 2025-05-15 | 13F | 离子资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 迈克尔和苏珊戴尔基金会 | 638,545 | 0.00 | 176,015 | 64.64 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 208 | 74.79 | 57 | 159.09 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 48,819 | 20.90 | 11,818 | 46.76 | ||||
| 2025-08-05 | 13F | 顾问首选有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 803 | 0.00 | 245 | 46.11 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 4,030,369 | -7.12 | 1,110,971 | 52.92 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 84,075 | -14.45 | 16,182 | -25.59 | ||||
| 2025-07-07 | 13F | 奥康纳金融集团有限责任公司 | 1,515 | 11.73 | 417 | 83.26 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 23,850 | -2.54 | 6,574 | 60.46 | ||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 7,461 | 4.39 | 2,057 | 71.91 | ||||
| 2025-07-30 | NP | BCGDX - 蓝色当前全球股息基金机构类别 | 11,150 | 0.00 | 2,699 | 21.41 | ||||
| 2025-08-22 | NP | FMAGX - 富达麦哲伦基金 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 | 6,284,700 | -3.19 | 1,732,378 | 59.38 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 2,662 | 0.19 | 734 | 65.09 | ||||
| 2025-07-11 | 13F | 先锋资本财富顾问 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,079 | -1.22 | 2,503 | 62.68 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 1,104 | 6.15 | 298 | 48.50 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 110,814 | -1.56 | 30,546 | 62.07 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 22,677 | -3.86 | 5,489 | 16.71 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 11,177,064 | -14.12 | 3,080,958 | 41.40 | ||||
| 2025-07-25 | NP | XPND - First Trust 扩展技术 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 | 5,516 | -27.34 | 1,335 | -11.82 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 644 | 0.00 | 178 | 65.42 | ||||
| 2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 455 | 13.75 | 125 | 89.39 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 136,754 | -18.27 | 37,696 | 34.56 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-25 | NP | ADOIX - AXS 动态机会基金 I 类股票 | 2,465 | 679 | ||||||
| 2025-06-25 | NP | WGFCX - 富国银行成长基金 C 类 | 547,119 | 24.83 | 105,304 | 8.58 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 41,836 | 813.45 | 11,269 | 1,355.81 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 2,742,700 | 5.33 | 738,746 | 67.75 | |||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 158,186 | 3.78 | 38,292 | 25.97 | ||||
| 2025-08-04 | 13F | 肖尔茨公司 | 4,234 | 0.43 | 1,167 | 65.53 | ||||
| 2025-08-13 | 13F | 资本顾问有限公司/纽约州 | 800 | 221 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 2,147,800 | 11.78 | 578,510 | 78.03 | |||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 59,922 | -6.05 | 14,505 | 14.04 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 1,422,450 | -0.94 | 392,098 | 63.09 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 1,011 | 279 | ||||||
| 2025-07-29 | NP | GLRY - Inspire Faithward Mid Cap Momentum ESG ETF | 12,771 | -7.88 | 3,091 | 11.83 | ||||
| 2025-06-30 | NP | LCEAX - 景顺多元化股息基金 A 类 | 443,442 | 23.37 | 85,349 | 7.31 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 5,338 | 35.48 | 1,471 | 123.22 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 33,048 | 6.28 | 9,110 | 74.97 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 42,171 | -42.24 | 8,117 | -49.76 | ||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 14,310 | 0.00 | 4 | 50.00 | ||||
| 2025-06-27 | NP | GDIV - Harbour 股息增长领先 ETF | 80,682 | -12.20 | 15,529 | -23.63 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 73,623 | -34.95 | 20,294 | 7.10 | ||||
| 2025-07-16 | 13F | 肯尼科特资本管理有限公司 | 730 | 201 | ||||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 157,932 | -0.06 | 43,534 | 64.55 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 140,912 | -1.32 | 38,842 | 62.46 | ||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 755 | 208 | ||||||
| 2025-07-23 | NP | CHPS - Xtrackers 半导体精选股票 ETF | 1,440 | -0.89 | 349 | 20.42 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 16,171 | 182.71 | 4,458 | 365.73 | ||||
| 2025-07-15 | 13F | 马丁资本顾问有限公司 | 986 | 272 | ||||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist 基金顾问类 | 9,113 | -33.70 | 2,206 | -19.55 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 107,675 | -9.04 | 18,028 | -34.31 | ||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 11 | 0.00 | 3 | 200.00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,799 | -55.84 | 549 | -17.94 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 4,004 | 43.00 | 1,104 | 135.68 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 参议员投资集团有限合伙人 | 150,000 | -15.61 | 41,348 | 38.94 | ||||
| 2025-08-27 | NP | BBTIX - Bridge Builder 税务管理国际股票基金 | 6,910 | 0.00 | 1,905 | 64.71 | ||||
| 2025-06-27 | NP | CAGEX - Calamos 全球股票基金 A 类 | 5,030 | -45.97 | 968 | -53.01 |
