机构投资人持股和股东
Broadridge Financial Solutions, Inc. (IT:1BR) 有 1864 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 123,265,958 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Morgan Stanley, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Price T Rowe Associates Inc /md/, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Janus Henderson Group Plc, and VIMSX - Vanguard Mid-Cap Index Fund Investor Shares .
Broadridge Financial Solutions, Inc. (BIT:1BR)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 212.00 / share. Previously, on April 28, 2025, the share price was 208.00 / share. This represents an increase of 1.92% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 2,669 | -10.68 | 649 | -10.50 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 91 | 22 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 1,352 | -68.78 | 329 | -68.73 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 1,352 | 4.89 | 328 | 6.51 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,092 | 7.91 | 271 | 12.92 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 4,594 | 18.98 | 1,116 | 19.23 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,281 | 65.50 | 311 | 66.31 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 157 | 38 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 120 | -36.84 | 29 | -36.96 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 30,077 | -6.87 | 7,320 | -6.59 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 106,556 | 1.39 | 25,896 | 1.62 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 10,939 | 0.00 | 2,659 | 0.23 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,341 | 28.20 | 326 | 28.46 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 3,501 | -33.14 | 851 | -33.02 | ||||
| 2025-08-26 | NP | EXI - iShares 全球工业 ETF | 13,342 | -11.54 | 3,243 | -11.32 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 12,254 | -9.89 | 2,978 | -9.68 | ||||
| 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 | 412 | 91.63 | 100 | 92.31 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,481 | 13.49 | 359 | 16.56 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 715 | 0.00 | 174 | 0.00 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 1,389 | 7.34 | 338 | 7.67 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,343 | 2.13 | 326 | 2.52 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 59,863 | 77.21 | 14,549 | 77.63 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 12,982 | 12.10 | 3,155 | 12.40 | ||||
| 2025-08-28 | NP | SSEFX - SouthernSun美国N类股票基金 | 13,331 | -5.21 | 3,240 | -4.99 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 1,718 | -3.27 | 418 | -3.02 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 456 | -86.85 | 111 | -86.68 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 56 | 75.00 | 14 | 85.71 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,045 | 254 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,045 | 6.42 | 0 | |||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 米德资产管理公司 | 20 | -60.78 | 5 | -66.67 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 25,758 | 0.70 | 6,260 | 0.94 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 12,645 | -5.20 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 868 | 0.81 | 211 | 0.96 | ||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 2,002 | -2.34 | 487 | -2.21 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,022 | 0.00 | 248 | 0.81 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 1,634 | -1.51 | 396 | 0.25 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 4,489 | 107.06 | 1,091 | 107.62 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 1,228 | 298 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 994 | 5.30 | 242 | 5.70 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 450 | 78.57 | 109 | 78.69 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 324 | 17.82 | 79 | 20.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 1,820 | 0.00 | 442 | 0.23 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 15,672 | 4 | ||||||
| 2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 967,000 | -22.45 | 234,817 | -20.22 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 4,971 | 24.27 | 1,208 | 24.66 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,319,038 | 22.50 | 320,566 | 22.79 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 18,778 | -0.05 | 4,564 | 0.18 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 20 | 5 | ||||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 414 | -27.50 | 101 | -22.48 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 8,538 | -3.30 | 2,089 | -2.38 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 2,379 | 11.64 | 578 | 12.02 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 99 | 0.00 | 24 | 0.00 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 856 | 9.74 | 208 | 10.11 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,478 | 0.75 | 356 | 4.41 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 8,668 | 25.90 | 2,107 | 26.18 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 40,014 | -5.35 | 9,725 | -5.13 | ||||
| 2025-05-16 | 13F | 斯坦斯资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 363 | 88 | ||||||
| 2025-08-26 | NP | PRDSX - T. Rowe Price QM 美国小盘成长股票基金 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 | 110,102 | 0.00 | 26,758 | 0.24 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 18,870 | 0.88 | 4,603 | 1.12 | ||||
| 2025-07-14 | 13F | 金融丰收有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 111,464 | 8.30 | 27,094 | 8.58 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 126,882 | 8.32 | 30,756 | 10.22 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 2,148 | -15.37 | 522 | -15.12 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 17,225 | -0.72 | 4,186 | -0.48 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 11,544 | -63.61 | 2,805 | -63.53 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 321 | 78 | ||||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,844 | 22.26 | 1,420 | 22.63 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 12,073 | -1.81 | 2,934 | -1.58 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 136 | -17.07 | 33 | -15.38 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 19,251 | -0.72 | 4,679 | -0.49 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 946 | 7.38 | 230 | 7.51 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 2,161 | 70.83 | 525 | 71.57 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 854 | 0.95 | 208 | 0.98 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 22,859 | -1.41 | 5,555 | -1.17 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 32,034 | 2.41 | 7,785 | 1.71 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 229 | 0.00 | 56 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 788 | 0.00 | 192 | 0.00 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 8 | -42.86 | 2 | -66.67 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 7,590 | 801.43 | 1,845 | 803.92 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 5,860 | 89.09 | 1,420 | 114.18 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 218,643 | -5.37 | 53,137 | -5.14 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 6,452 | 9.78 | 1,568 | 10.11 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 284 | 69 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 3,226 | 784 | ||||||
| 2025-07-11 | 13F | 第一总理银行 | 330 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 1,833 | 1.16 | 445 | 1.37 | ||||
| 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 | 25,671 | -3.45 | 6,223 | -1.75 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 15,610 | 20.26 | 3,799 | 20.53 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 3,124 | 0.00 | 757 | 1.75 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 1,000 | 243 | |||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 2,344 | 0.00 | 570 | 0.18 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 1,802 | -1.04 | 438 | -0.91 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 2,169 | 6.79 | 527 | 7.11 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 400,390 | 0.57 | 97,307 | 0.80 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 1,000 | 0.00 | 243 | 0.41 | ||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 6,940 | -20.86 | 1,682 | -19.44 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 5,014 | 1,219 | ||||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 72,655 | 1.19 | 17,612 | 2.96 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 42,259 | 0.25 | 10,270 | 0.49 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,082,299 | -0.64 | 263,031 | -0.41 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 5,538 | 0.00 | 1,342 | 1.74 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 50,571 | -3.67 | 12,291 | -3.44 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 90 | 0.00 | 22 | 0.00 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 13,300 | 2.53 | 3,232 | 2.77 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 47 | 30.56 | 11 | 37.50 | ||||
| 2025-08-14 | 13F | 迪恩资本管理公司 | 7,353 | 5.66 | 1,787 | 5.93 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 490 | 0.00 | 119 | 0.85 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 11,445 | 8.70 | 2,781 | 8.97 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,583 | -2.34 | 5,969 | -1.68 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 1,294 | -7.57 | 314 | -7.37 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 英国保诚集团 | 39,090 | -19.41 | 9,500 | -19.21 | ||||
| 2025-07-24 | NP | FXAIX - 富达 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 | 1,475,635 | 0.80 | 358,328 | 1.47 | ||||
| 2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 国民年金服务 | 171,777 | 0.77 | 41,747 | 1.00 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,355 | -1.26 | 571 | 0.35 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 62,885 | -15.25 | 15,247 | -0.13 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 225 | 0.00 | 55 | 0.00 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 18 | 0.00 | 4 | 0.00 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 221 | -5.56 | 54 | -5.36 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,611 | -26.57 | 392 | -26.37 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,069 | 503 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 550 | 58.96 | 134 | 60.24 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,262,202 | 0.90 | 550 | 1.10 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 621 | 33.55 | 151 | 33.93 | ||||
| 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 | 55,677 | 0.00 | 13,496 | 1.76 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 5,101 | -72.64 | 1,240 | -72.59 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 21 | 0.00 | 5 | 0.00 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 62 | 3.33 | 15 | 7.14 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 340 | -32.94 | 82 | -31.67 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 62,043 | 1.09 | 15,078 | 1.33 | ||||
| 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 | 570 | -9.09 | 139 | -9.21 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 6,841 | -21.64 | 1,663 | -21.46 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 47 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,547 | 1.91 | 376 | 1.90 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,146 | 0.53 | 280 | 0.72 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 13,101 | 4.88 | 3,184 | 5.12 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 1,010 | 0.00 | 245 | 0.41 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 894 | 3.59 | 217 | 3.83 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,787 | 2.17 | 442 | 4.49 | ||||
| 2025-08-14 | 13F | 德肖公司 | 13,487 | -36.26 | 3,278 | -36.11 | ||||
| 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 | 4,958 | -10.91 | 1,204 | -10.36 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 1,162 | -17.76 | 282 | -17.06 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 1,201 | 0.00 | 292 | 0.00 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 199 | 48 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 1,861 | 17.27 | 451 | 19.31 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 706 | 4.44 | 171 | 4.91 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 5,068 | -2.65 | 1,232 | -2.46 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 720 | 0.00 | 175 | 0.00 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,676 | 0.00 | 407 | 0.25 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,150 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 2,867 | 34.92 | 697 | 35.15 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 1,358 | 0.00 | 330 | 0.30 | ||||
| 2025-06-27 | NP | TWCIX - 选择基金投资者类别 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 | 214,700 | 0.00 | 52,043 | 1.76 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 134 | 0.75 | 33 | 0.00 | ||||
| 2025-07-28 | NP | NMANX - Neuberger Berman 中型成长基金投资者类别 | 80,800 | 19,621 | ||||||
| 2025-07-31 | 13F | 北极星资产管理公司 | 27,288 | 43.16 | 6,632 | 43.50 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 69,861 | 0.60 | 16,978 | 0.84 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 16,571 | 3.45 | 4,027 | 3.71 | ||||
| 2025-08-14 | 13F | 安盛公司 | 138,166 | 53.13 | 33,578 | 53.49 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 3,779,397 | 2.42 | 918,507 | 2.66 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 4,685 | 235.84 | 1,139 | 236.69 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 5,078 | -1.80 | 1,234 | -1.52 | ||||
| 2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 86,735 | -2.24 | 21,025 | -0.53 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 1,476 | 0.00 | 359 | 0.28 | ||||
| 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 | 2,574 | 0.00 | 626 | 0.16 | ||||
| 2025-04-29 | NP | SECAX - SIIT 小盘 II 基金 - A 类 | 3,217 | -16.55 | 776 | -14.63 | ||||
| 2025-08-14 | NP | BMDIX - 贝尔德机构中型基金 | 162,049 | -6.74 | 39,383 | -6.52 | ||||
| 2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 171,014 | -4.38 | 41,562 | -4.16 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 2,234 | 0.00 | 543 | 0.18 | ||||
| 2025-05-14 | 13F | 萨马林投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 6,906 | -0.09 | 1,678 | 0.18 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 2,005 | -9.48 | 487 | -8.99 | ||||
| 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 | 4 | 33.33 | 1 | |||||
| 2025-04-23 | NP | Voya 全球股票股息及溢价机会基金 | 12,603 | -1.79 | 3,040 | 0.40 | ||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 2,046 | -34.57 | 497 | -34.43 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 45 | 0.00 | 11 | 0.00 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 5,875 | -15.88 | 1 | 0.00 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 37,990 | 0.60 | 9,233 | 0.83 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 2,490 | -0.60 | 605 | -0.33 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,947 | -10.93 | 473 | -10.44 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,408 | 142.76 | 342 | 144.29 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,371 | 0.00 | 576 | 0.35 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 895 | 218 | ||||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 9,520 | -1.43 | 2,314 | -1.20 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 597,545 | -2.00 | 145,221 | -1.77 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 1,785 | 8.38 | 433 | 9.07 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 146 | 2.10 | 0 | |||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 1,457 | 3.55 | 357 | 3.49 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 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 | 1,769 | -5.85 | 430 | -5.30 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 2,823 | 50.56 | 686 | 51.55 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 532 | -53.25 | 129 | -44.64 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 27,983 | 2.49 | 6,801 | 2.72 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 1,238 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,075 | -2.45 | 272 | 4.23 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 620 | 0.00 | 153 | 2.00 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 2,312 | 6.06 | 562 | 6.25 | ||||
| 2025-08-26 | NP | SMIG - AAM Bahl & Gaynor 中小型股收入增长 ETF | 210,716 | 15.67 | 51,210 | 15.95 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 131,851 | -0.22 | 32 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 10,620 | -8.66 | 2,581 | -8.44 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 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 | 1,072,500 | -0.11 | 260,650 | 0.12 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,029 | -6.45 | 250 | 11.11 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 43,351 | -6.74 | 10,536 | -6.52 | ||||
| 2025-08-22 | NP | MSBWX - 美国弹性投资组合 C 级 | 160 | -3.61 | 39 | -5.00 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 273 | -36.21 | 66 | -35.92 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 81,524 | -0.04 | 19,813 | 0.20 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 4,949 | -5.25 | 1,203 | -5.06 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 3,139 | 763 | ||||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 1,684 | 6.31 | 411 | 6.49 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 640 | 0.00 | 152 | 13.43 | ||||
| 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 | 185 | -8.42 | 44 | 4.76 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 819 | -19.86 | 199 | -9.13 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 1,390,221 | -2.29 | 337,865 | -2.06 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 314,912 | 27.41 | 76,533 | 27.71 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 115 | 0.00 | 28 | 0.00 | ||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 3,500 | 0.00 | 851 | 0.24 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 6,156 | -1.61 | 1,496 | -1.38 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 15,652 | -1.14 | 3,804 | -0.91 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,814 | 2.14 | 441 | 2.33 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 4,711 | 13.52 | 1,145 | 13.82 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 910 | -12.42 | 224 | -11.86 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 5,804 | 3.15 | 1,411 | 3.37 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 12,129 | 61.27 | 2,948 | 61.66 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,139 | 0.00 | 277 | 0.00 | ||||
| 2025-03-10 | 13F | 马特森金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 信托银行 | 15,622 | -5.49 | 3,797 | -5.27 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 600 | 0.00 | 146 | 0.00 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 2,248 | 16.60 | 546 | 17.20 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 103,884 | 6.17 | 25,181 | 8.03 | ||||
| 2025-06-27 | NP | KMID - Virtus KAR 中型 ETF | 3,280 | 48.15 | 795 | 50.85 | ||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 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 | 168,523 | 9.12 | 40,922 | 9.85 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 592 | -1.82 | 144 | -2.05 | ||||
| 2025-08-04 | 13F | 联合银行 | 26,578 | 1.98 | 6 | 0.00 | ||||
| 2025-04-23 | NP | Voya 全球优势及优质机会基金 | 4,117 | -2.09 | 993 | 0.10 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 11,536 | -0.15 | 2,814 | 0.07 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 17,092 | -51.88 | 4,154 | -51.76 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,437 | 0.00 | 349 | 0.29 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 16,477 | 224.10 | 4,004 | 225.00 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 4,773 | 0.48 | 1,160 | 0.70 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 6,677 | 1.80 | 1,623 | 2.01 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 1,600 | 0.00 | 389 | 0.26 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 14,519 | 14.68 | 3,594 | 17.07 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 22,232 | 27.65 | 5,389 | 29.92 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 258,455 | -1.19 | 62,812 | 1.64 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 957,075 | 4.82 | 232,598 | 5.07 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,455 | -1.02 | 354 | -0.84 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 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 | 26,874 | 6,531 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 103,390 | -21.08 | 25,127 | -20.90 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 2,806 | 1.08 | 682 | 1.19 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 752 | 0.00 | 183 | 0.55 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,711 | 24.89 | 416 | 25.00 | ||||
| 2025-08-25 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 124,800 | 0.00 | 30,330 | 0.23 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 8,200 | 1,988 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 44,594 | 10,838 | ||||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 823 | -35.40 | 200 | -35.06 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 69,053 | 162.92 | 16,821 | 164.13 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 60,735 | -2.79 | 14,760 | -2.55 | ||||
| 2025-07-09 | 13F | 海滨财富管理公司 | 1,098 | 2.23 | 267 | 2.31 | ||||
| 2025-05-15 | 13F | 思维财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 7,923 | -8.35 | 1,926 | -8.16 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 296 | 6.09 | 72 | 5.97 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 14,762 | 4.63 | 3,588 | 4.88 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 6,303 | -6.66 | 1,532 | -6.48 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 33,808 | -3.08 | 8,216 | -2.85 | ||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 24,120 | 1.51 | 5,847 | 3.29 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 11,434 | 18.73 | 2,779 | 19.02 | ||||
| 2025-07-09 | 13F | 奥瑟资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 181 | 285.11 | 44 | 290.91 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 5,836 | -2.10 | 1,417 | -1.39 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 242,310 | -38.22 | 58,889 | -38.07 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 109 | 0.00 | 26 | 0.00 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 35,742 | 0.00 | 8,686 | 0.23 | ||||
| 2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 12,814 | -1.03 | 3,106 | 0.71 | ||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 1,937 | -7.32 | 471 | -7.11 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 364 | 0.00 | 88 | 0.00 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 2,648 | 1.49 | 632 | 4.64 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 10,164 | 4.42 | 2,464 | 6.26 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 3,596 | 0.00 | 872 | 1.75 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,330 | -56.59 | 2,024 | -56.49 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 178 | 0.00 | 43 | 0.00 | ||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 1,120,989 | -0.26 | 272,335 | -0.03 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 62 | 12.73 | 15 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 24,764 | 0.00 | 6,018 | 0.23 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 942 | -17.87 | 230 | -17.92 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 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 | 156,955 | -9.32 | 38,145 | -9.10 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 39 | -30.36 | 9 | -30.77 | ||||
| 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 | 59,150 | 1.08 | 14,363 | 1.76 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 100 | 0.00 | 24 | 0.00 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 2,762 | -25.07 | 671 | -24.86 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 28 | 7 | ||||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 6,141 | 85.98 | 1,492 | 86.50 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 102 | -17.07 | 25 | -17.24 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 2,432 | -2.37 | 591 | -2.15 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 2,149 | -11.85 | 522 | -11.68 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 31,209 | 13.01 | 7,565 | 15.00 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,082 | 15.35 | 263 | 15.42 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 332 | 4.08 | 81 | 3.90 | ||||
| 2025-08-04 | 13F | 穆迪奥尔德里奇合伙公司 | 1,171 | -2.09 | 285 | -1.73 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 11,329 | -16.08 | 2,753 | -15.89 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,791 | 52.30 | 435 | 52.63 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 21 | -47.50 | 5 | -44.44 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 307 | -24.20 | 75 | -24.49 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,958,168 | 1.41 | 476 | 1.50 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 2,136 | -3.00 | 519 | -2.63 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 3,608 | 875 | ||||||
| 2025-08-13 | 13F | 第1832章 | 7,854 | -52.21 | 1,909 | -52.11 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 695 | 3.89 | 169 | 3.70 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准 | 7,450 | 0.00 | 1,811 | 0.22 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 36,360 | -33.12 | 8,837 | -32.96 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 4,434 | 3.89 | 1,182 | 14.22 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 2,262 | -30.06 | 550 | -17.07 | ||||
| 2025-07-21 | 13F | 博雅尔资产管理公司 | 7,182 | 0.01 | 1,745 | 0.23 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,154 | -1.79 | 0 | |||||
| 2025-07-29 | 13F | 斯威格有限公司 | 3,621 | 16.02 | 914 | 23.35 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 117 | 19.39 | 28 | 21.74 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 3,740 | 2.92 | 909 | 3.18 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 1,744 | 0.93 | 424 | 1.20 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 897 | 28.88 | 218 | 58.39 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 5,791 | 0.73 | 1,413 | 1.36 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 10,866 | 15.07 | 2,639 | 15.85 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 8,026 | 7.53 | 1,912 | 19.66 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 3,687 | -10.90 | 896 | -10.67 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 3,616 | 0.84 | 877 | 2.58 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 2,200 | 65.41 | 1 | |||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 129,959 | 566.83 | 31,584 | 568.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 5,598 | -4.60 | 1,360 | -4.36 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 2,596 | 0.00 | 631 | 0.16 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 28,040 | 2.35 | 6,797 | 4.14 | ||||
| 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 | 38,096 | 0.00 | 9,234 | 1.75 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,908 | -25.12 | 464 | -19.62 | ||||
| 2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 53 | -31.17 | 13 | -33.33 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 1,697 | 1.43 | 412 | 1.73 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 3 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 11,901 | 1.98 | 2,892 | 2.23 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 5,583 | -20.88 | 1,357 | -20.70 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 140 | 9.38 | 0 | |||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 192 | -3.52 | 47 | -4.17 | ||||
| 2025-06-26 | NP | SMCO - 希尔顿中小型股机会 ETF | 5,734 | -12.04 | 1,390 | -10.50 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 40,156 | 36.15 | 9,759 | 36.47 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 946 | -5.87 | 230 | -5.76 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 186,600 | 1.69 | 45,349 | 1.93 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 10,853 | 634.30 | 2,638 | 636.59 | ||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 968 | 235 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 27,530 | 66.09 | 6,588 | 66.28 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 103,671 | 0.93 | 25,195 | 1.16 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 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 | 13,014 | 0.05 | 3,163 | 0.29 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 295 | 0.00 | 0 | |||||
| 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 | 14,232 | 7.61 | 3,456 | 8.31 | ||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 4,607 | -2.50 | 1,120 | 1.45 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 1,155 | 0.00 | 281 | 0.00 | ||||
| 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 | 1,386 | -65.17 | 337 | -65.15 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 117,739 | 55.85 | 28,561 | 55.93 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 23,045 | -20.01 | 5,601 | -19.83 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 II - DWS 中小盘增长 VIP A 级 | 1,782 | 0.00 | 433 | 0.23 | ||||
| 2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 54,062 | 28.68 | 13,139 | 28.98 | ||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 93 | -6.06 | 23 | -8.33 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 442,305 | -0.48 | 107,493 | 11.35 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 1 | ||||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 4,793 | 0.00 | 1,165 | 0.09 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 15,163 | 16.09 | 3,685 | 16.39 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 3,709 | 0.35 | 901 | 0.56 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 8,120 | 1,973 | ||||||
| 2025-08-26 | NP | AVEDX - 万福玛利亚股息上涨基金 | 150,000 | 0.00 | 36,454 | 0.23 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 179,671 | -26.58 | 43,665 | -26.41 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 2,500 | 0.00 | 606 | 0.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 647 | 0.00 | 157 | 0.64 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 3,945 | 0.15 | 958 | 0.74 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 2,655 | 7.10 | 648 | 7.30 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 838 | 0.12 | 204 | 0.50 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,025 | 5.89 | 249 | 6.41 | ||||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. 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 | 1,186,666 | 0.00 | 288,395 | 0.23 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 3,888 | -8.78 | 944 | -8.17 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 1,062 | -18.68 | 258 | -18.35 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 9,538 | 5.72 | 2,318 | 5.99 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 1,591 | 34.60 | 387 | 34.97 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 6,213 | 13.48 | 1,509 | 14.24 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 38,127 | 5.91 | 9,266 | 6.16 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 5,871 | -0.02 | 1,427 | 0.21 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 1,095 | -2.67 | 266 | -2.21 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 57,911 | 0.00 | 14,074 | 0.24 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 930 | -1.48 | 226 | -0.88 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 1,433 | -2.45 | 348 | -2.25 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 6,991 | -8.36 | 1,695 | -6.77 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 990 | 2,650.00 | 241 | 2,900.00 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 41,400 | 2.22 | 10,092 | 2.47 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 6,081 | 6.11 | 1,478 | 6.34 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,880 | -5.46 | 941 | -3.79 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 320 | -0.31 | 78 | 6.94 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 26,777 | 3.86 | 6,508 | 4.11 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 229 | 0.00 | 56 | 0.00 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 196 | 0.00 | 48 | 0.00 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 14,423 | 2.16 | 3,505 | 2.40 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 1,406 | -16.61 | 342 | -16.42 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 107 | 0.00 | 25 | 0.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 903 | -2.48 | 219 | -2.23 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 3,528 | 0.20 | 1 | |||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,836 | 16.20 | 446 | 16.80 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 5,504 | 10.12 | 1,338 | 10.40 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 103,942 | 2.25 | 25,261 | 2.49 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 75 | 20 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 4,513 | 392.69 | 1 | |||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 357 | 87 | ||||||
| 2025-08-12 | 13F | 奥兹克银行 | 4,000 | 0.00 | 972 | 0.31 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 279 | 2.57 | 68 | 3.08 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 3,538 | 3.03 | 860 | 3.25 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 31,717 | -66.12 | 7,708 | -66.04 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,178 | -17.00 | 529 | -16.82 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型成长型投资组合 I 类 | 23,900 | 5,808 | ||||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,022 | 0.00 | 248 | 0.40 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 40,000 | 0.14 | 9,696 | 1.90 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 6,714 | -2.44 | 1,632 | -2.22 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 80 | -1.23 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 1,997 | -5.13 | 478 | -4.21 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 11,379 | 16.15 | 2,765 | 16.42 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 325,092 | -4.19 | 78,920 | -3.85 | ||||
| 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 | 71,261 | 3.43 | 17,319 | 3.67 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,778 | -7.73 | 432 | -5.47 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 10,513 | 6.70 | 2,555 | 6.95 | ||||
| 2025-07-29 | NP | TMFM - Motley Fool 中型成长 ETF | 36,694 | -3.47 | 8,910 | -2.82 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 2,400 | 0.00 | 582 | 1.75 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 354,200 | 7.43 | 86,081 | 7.68 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 2,045 | 13.42 | 497 | 13.50 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 86,650 | -5.90 | 21,059 | -5.68 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 945 | 0.00 | 230 | 0.00 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 4,273 | 8.48 | 1,038 | 8.69 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 323,072 | 8.55 | 78,452 | 9.27 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,444 | 0.00 | 351 | 0.29 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 176 | 3.53 | 43 | 2.44 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 11,895 | 608.04 | 2,891 | 610.07 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 1 | -50.00 | 0 | |||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 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 | 117,281 | 3.12 | 28,479 | 3.81 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 7,549 | 0.36 | 1,830 | 2.12 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | 签名房地产与投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 64,628 | 15.50 | 15,707 | 15.77 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 171,773 | -4.69 | 41,746 | -4.47 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 2,000 | -25.93 | 486 | -25.69 | |||
| 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 | 35,077 | 0.51 | 8,503 | 2.27 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 8,400 | 127.03 | 2,041 | 127.54 | |||
| 2025-06-27 | NP | PCSVX - PACE 中小型共同价值股票投资 P 级 | 8,404 | -19.22 | 2,037 | -17.80 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 858 | 3.37 | 209 | 3.48 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 30,069 | 87.91 | 7 | 133.33 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 6,891 | -1.16 | 1,675 | -0.95 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 11,555 | 2.78 | 2,808 | 3.05 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 13,079 | 33.90 | 3,179 | 34.21 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 48,200 | -0.21 | 11,714 | 0.03 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 23,800 | -36.87 | 5,784 | -36.72 | |||
| 2025-07-14 | 13F | 托特金融咨询公司 | 770 | 0.00 | 187 | 0.54 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 87,437 | -34.39 | 21,250 | -34.23 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 991,687 | 0.15 | 240,986 | 0.40 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 2,579 | 627 | ||||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 570 | 29.25 | 139 | 30.19 | ||||
| 2025-08-26 | NP | AVEGX - 万福玛利亚成长基金 | 97,000 | 0.00 | 23,574 | 0.23 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 300 | 0.00 | 73 | 0.00 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 786 | 0.00 | 191 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 592,843 | -8.52 | 144,079 | -8.30 | ||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 875 | 0.00 | 213 | 0.00 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 101,369 | 36.10 | 24,636 | 36.42 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 16,940 | -6.90 | 4,117 | -6.69 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 5 | -96.32 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 3,799 | 0.00 | 923 | 0.22 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,058 | 3.32 | 252 | 6.33 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 704,850 | 1.47 | 171,300 | 1.71 | ||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 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 | 144,762 | 44.67 | 35,182 | 45.01 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 1,470 | 0.00 | 350 | 0.29 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 12,899 | -15.19 | 3,135 | -15.00 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 111 | -30.19 | 27 | -29.73 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 20,616 | 2.12 | 4,997 | 3.91 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 43 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 30 | -123.62 | ||||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,148 | -18.06 | 279 | -17.99 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 1,026 | 13.00 | 249 | 13.18 | ||||
| 2025-08-14 | 13F | 联信银行 | 43,338 | -1.20 | 10,532 | -0.97 | ||||
| 2025-07-30 | 13F | 支流资本管理有限责任公司 | 5,388 | 3.52 | 1,309 | 3.72 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 1,158 | -0.26 | 281 | 0.00 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 1,050 | -0.57 | 256 | 0.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 10,100 | 0.00 | 2,455 | 0.25 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 3,000 | 0.00 | 729 | 0.28 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 1,407 | -3.43 | 0 | |||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 170 | 41 | ||||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 69,641 | -7.19 | 16,881 | -5.57 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,236 | 12.77 | 300 | 13.21 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 19,639 | -1.52 | 4,773 | -1.30 | ||||
| 2025-07-29 | NP | TMFX - Motley Fool Next 指数 ETF | 1,875 | 0.75 | 455 | 1.56 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 25,727 | -16.62 | 6,252 | -16.43 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 32,388 | 2.22 | 7,865 | 2.89 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 1 | -99.94 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 7,276 | -92.32 | 1,769 | -92.30 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 2,458 | -2.88 | 597 | -2.61 | ||||
| 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 | 1,148 | 5.81 | 279 | 5.70 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 154 | -3.14 | 37 | -2.63 | ||||
| 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 | 53,458 | 1.46 | 12,958 | 3.24 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 708 | 0.00 | 172 | 0.58 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 986 | -0.80 | 241 | 6.17 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 55 | -25.68 | 13 | -23.53 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 15,228 | 0.79 | 3,698 | 1.45 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 2,723 | 12.75 | 691 | 20.21 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 5,450 | 0.00 | 1 | 0.00 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 8 | 2 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 20,224 | 0.93 | 4,902 | 2.70 | ||||
| 2025-07-30 | NP | ZDIVX - Zacks 股息基金投资者类别股份 | 3,243 | -11.71 | 787 | -11.17 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 17,830 | 4.16 | 4,333 | 4.41 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 4,150 | 1,009 | ||||||
| 2025-07-09 | 13F | 肖尔点顾问有限责任公司 | 1,504 | 0.00 | 366 | 0.27 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 921 | -11.01 | 224 | -10.80 | ||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 224 | -19.71 | 54 | -19.40 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 1,459 | 1.89 | 355 | 2.02 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 5,307 | -2.48 | 1,290 | -2.27 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 15,062 | 7.26 | 3,661 | 7.52 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 5,180 | 2.90 | 1,259 | 3.11 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 2,425 | 4.30 | 589 | 4.62 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 9,518 | 1.41 | 2,313 | 1.67 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 16,748 | -23.39 | 4,067 | -22.89 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 113,739 | 24,203.21 | 0 | -100.00 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 809 | 60.20 | 197 | 60.66 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 76,604 | 5.48 | 18,617 | 5.73 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,480 | 38.19 | 360 | 38.61 | ||||
| 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 | 624,805 | -2.79 | 151,453 | -1.09 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 2,609 | -10.47 | 634 | -10.20 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 4,348 | -2.36 | 1,057 | -2.13 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 1,892 | 0.00 | 460 | 0.22 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 3,817 | 61.33 | 1 | |||||
| 2025-08-12 | 13F | 美国世纪公司 | 279,069 | 10.65 | 67,822 | 10.91 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 4,389 | -0.43 | 1,064 | 1.24 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 347 | 0.00 | 84 | 0.00 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 32,497 | 2,191.75 | 7,898 | 2,243.32 | ||||
| 2025-08-27 | NP | ESEAX - 伊顿万斯亚特兰大资本精选股票基金 A 类 | 37,382 | 0.00 | 9,085 | 0.23 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,225,155 | 2.81 | 297,750 | 3.06 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 28,808 | 7.65 | 7,001 | 7.91 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 2,795 | 4.88 | 679 | 5.11 | ||||
| 2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 23,189 | -19.93 | 5,631 | -19.40 | ||||
| 2025-04-29 | NP | CSMDX - Copeland SMID Cap 股息增长基金 I 类股票 | 10,513 | -18.05 | 2,536 | -16.25 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 28,482 | -1.56 | 6,896 | -1.70 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 5,530 | 56.08 | 1,344 | 54.90 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 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 | 8,470 | -9.22 | 2,053 | 13.80 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 9,989 | 7.21 | 2,426 | 7.92 | ||||
| 2025-05-30 | NP | SLLAX - SIMT 小盘基金 F 类 | 2,911 | -43.04 | 706 | -38.96 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 7,376 | 5.98 | 1,791 | 6.73 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 54,090 | 5.87 | 13,146 | 6.12 | ||||
| 2025-08-21 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 61 | 15 | ||||||
| 2025-08-13 | 13F | 圣莫尼卡合伙公司 | 40,793 | 0.00 | 10 | 0.00 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 608 | -7.18 | 148 | -6.96 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 38,142 | 31.79 | 9 | 28.57 | ||||
| 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 | 10,862 | -1.11 | 2,633 | 0.61 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 114 | 40.74 | 28 | 42.11 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 9,254 | 4.00 | 2,249 | 4.22 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 8,030 | -3.64 | 1,952 | -3.42 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 2,312 | 562 | ||||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 754 | 0.00 | 183 | 0.00 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 192 | 0.52 | 47 | 0.00 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 1,311 | -22.43 | 319 | -22.25 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 3,403 | -3.98 | 825 | -2.37 | ||||
| 2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB | 123,797 | -2.26 | 30,086 | -2.03 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 1,026 | 0.00 | 249 | 0.40 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 276 | -8.61 | 67 | -8.22 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 中盘价值基金机构类 | 13,072 | -5.90 | 3,177 | -5.70 | ||||
| 2025-08-14 | 13F | 达格科公司 | 29 | 0.00 | 7 | 0.00 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 42,074 | 56.32 | 10,225 | 56.70 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 12,363 | -3.63 | 3,005 | -3.41 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 105,777 | -2.03 | 25,707 | -1.80 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 48 | 12 | ||||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 88,108 | -10.36 | 21,413 | -10.15 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 2,391 | 147.77 | 580 | 165.60 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 56,541 | -5.15 | 13,730 | -4.52 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 23,730 | 0.61 | 5,767 | 0.86 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,307 | 74.27 | 317 | 77.53 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 29,495 | 23.00 | 7,168 | 23.31 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 8,994 | -43.69 | 2,186 | -43.57 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 5,948 | 1,446 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 107,459 | 250.52 | 26,116 | 251.34 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 935 | 0.00 | 227 | 0.44 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 139,617 | 10.91 | 33,890 | 11.25 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 1,325 | 0.00 | 0 | |||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 2,022 | 491 | ||||||
| 2025-08-13 | 13F | 布朗资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 11,698 | 0.00 | 2,843 | 0.21 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 531 | -77.10 | 129 | -75.38 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 85,400 | 15.41 | 20,755 | 15.67 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 40,849 | 4.91 | 9,903 | 5.26 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 6,141 | 85.98 | 1,492 | 86.50 | ||||
| 2025-04-23 | 13F | 西方财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 82 | -17.17 | 19 | -25.00 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 4 | 33.33 | 1 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 22,000 | 36.65 | 5,347 | 36.97 | |||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 16 | 4 | ||||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,142 | 0.00 | 278 | 0.36 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 3,928 | -7.60 | 955 | -7.38 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 800 | -60.00 | 0 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,250 | -3.33 | 304 | -3.19 | ||||
| 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 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 49,793 | -84.63 | 12,101 | -84.60 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 1,101 | 7.21 | 269 | 7.63 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 4,600 | 1,118 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 3,336 | 0.00 | 811 | 0.25 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 100,929 | -1.45 | 25 | 0.00 | ||||
| 2025-08-14 | 13F | 道富银行 | 5,642,154 | 0.63 | 1,376,006 | 0.86 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 489 | 10.14 | 119 | 10.28 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 3,328 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 85,056 | 20,671 | ||||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 18,441 | -0.31 | 4,482 | -0.09 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 14,120 | 1.04 | 3,432 | 1.27 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 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 | 496 | 120 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 81,531 | -1.14 | 19,815 | -0.80 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 8,632 | -2.58 | 2,105 | -2.37 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,325 | 0.48 | 565 | 0.71 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 40,638 | 16.81 | 9,876 | 17.08 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 8,251 | -1.07 | 2,012 | -0.84 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,653 | 1.49 | -645 | 1.74 | |||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 117 | 40.96 | 28 | 40.00 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 360 | 2.56 | 88 | 2.35 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 6,049 | 1,470 | ||||||
| 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 | 10,211 | 0.00 | 2,480 | 0.65 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 3,986 | 36.93 | 969 | 37.30 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 5,212 | -24.10 | 1,267 | -23.92 | ||||
| 2025-05-23 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 7,827 | 1.91 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 16 | 4 | ||||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 2,380 | 0.00 | 578 | 0.17 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 392,798 | -10.42 | 95,462 | -10.21 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘成长基金 | 5,468 | 0.00 | 1,329 | 0.23 | ||||
| 2025-07-09 | 13F | 外汇银行 | 2,250 | 0.00 | 547 | 0.18 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 44,730 | 5.17 | 11 | 0.00 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 6,756 | 20.26 | 1,641 | 21.03 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 1,799 | -4.10 | 437 | -3.74 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 57,450 | -0.13 | 13,962 | 0.11 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 2,173 | -9.23 | 528 | -8.97 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 17 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 111 | 0.00 | 27 | 0.00 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 456 | 0.00 | 111 | 0.00 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 19,313 | 160.14 | 4,694 | 163.95 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 5,945 | 15.41 | 1,444 | 16.18 | ||||
| 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 | 216,943 | 0.71 | 52,680 | 1.38 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 2,648 | 6.52 | 644 | 6.81 | ||||
| 2025-04-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-27 | NP | MSTVX - 晨星另类基金 | 18 | -47.06 | 4 | -42.86 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 4,165 | -90.61 | 1,012 | -90.59 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 387 | -5.15 | 94 | -4.08 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 30 | 100.00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 4,545 | 0.75 | 1,105 | 1.01 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 3,882 | -17.53 | 943 | -17.35 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 1,211 | -4.57 | 294 | -4.23 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 7,761 | 17.61 | 1,886 | 17.95 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 53,194 | 1.41 | 12,894 | 3.19 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 430,790 | 5.41 | 105,006 | 5.60 | ||||
| 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 | 514 | 21.23 | 125 | 22.77 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 1,146 | -7.13 | 279 | -7.02 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 6,824 | 3.33 | 1,658 | 3.56 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 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 | 69,368 | 4.52 | 16,859 | 4.76 | ||||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 1,303 | -2.91 | 317 | -2.77 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,592 | -71.90 | 630 | -71.87 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF 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 | 43,528 | 7.76 | 10,579 | 8.00 | ||||
| 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 | 28,342 | -8.25 | 6,888 | -8.04 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 8,354 | 0.00 | 2,030 | 0.25 | ||||
| 2025-08-25 | NP | VMACX - Virtus KAR 中盘核心基金 A 类 | 328,331 | -4.19 | 79,794 | -3.97 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 4,519 | -1.01 | 1,095 | 0.74 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 6,757 | 13.14 | 1,642 | 13.48 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 34,008 | -0.54 | 8,265 | -0.31 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 413 | 0.00 | 100 | 0.00 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 9,852 | -7.60 | 2,389 | -0.91 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 1,062 | 300.75 | 258 | 303.13 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 689 | 62.50 | 167 | 63.73 | ||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 145,853 | 0.00 | 35,447 | 0.23 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 139,877 | 1.07 | 33,994 | 1.31 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 2,710 | 19.86 | 659 | 20.07 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 1,306 | 2.75 | 318 | 2.92 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,093 | 5.71 | 266 | 6.00 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 665 | 91.64 | 162 | 91.67 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 40 | -95.38 | 10 | -95.69 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 720,457 | -0.05 | 175,093 | 0.19 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,067 | -0.74 | 259 | 0.00 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 1,077 | 0.00 | 262 | 0.00 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 2,064 | 9.79 | 503 | 10.07 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,835 | 0.00 | 6,990 | 1.75 | ||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 303 | -28.54 | 73 | -27.72 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,576 | -7.73 | 383 | -7.28 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-29 | NP | JAAGX - 骏利亨德森企业投资组合服务股票 | 145,740 | 0.00 | 35,419 | 0.23 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 35,259 | 0.00 | 8,569 | 0.23 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 2,106 | 47.79 | 512 | 48.12 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 38,630 | 2.62 | 9,388 | 2.86 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 86,738 | -27.75 | 21,080 | -27.59 | ||||
| 2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 1,700 | 0.00 | 413 | 0.24 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 5,966 | 2.93 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | 南州公司 | 29 | 3.57 | 7 | 16.67 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 17,228 | -10.75 | 4,187 | -10.56 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 29,322 | 5.33 | 7,126 | 5.59 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 3,077 | -5.58 | 748 | -5.44 | ||||
| 2025-08-29 | NP | JATTX - Janus Henderson Triton 基金 T 级 | 384,025 | -1.17 | 93,330 | -0.93 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1,437 | -62.86 | 344 | -62.88 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 4,893 | -22.49 | 1,189 | -22.29 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 1,006 | -19.90 | 244 | -19.74 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 1,130 | -94.77 | 274 | -94.18 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 3,721 | 145.45 | 904 | 146.32 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 573 | 23.76 | 139 | 24.11 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 346 | 2.98 | 84 | 3.70 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 1,267 | -75.17 | 308 | -75.18 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 473 | 178.24 | 115 | 178.05 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 2,683 | 3.35 | 652 | 3.66 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 13 | 0.00 | 3 | 0.00 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 3,138 | -78.58 | 761 | -77.05 | ||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 80,044 | -37.16 | 19,437 | -36.74 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 852 | -8.19 | 207 | -8.00 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 24,576 | -0.87 | 5,957 | 0.88 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 3,105,674 | 0.66 | 754,770 | 3.00 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 15 | 4 |
