机构投资人持股和股东
Cadence Design Systems, Inc. (IT:1CDNS) 有 2398 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 277,308,668 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, State Street Corp, Jennison Associates Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Fmr Llc, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Invesco Qqq Trust, Series 1, and Alliancebernstein L.p. .
Cadence Design Systems, Inc. (BIT:1CDNS)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 299.55 / share. Previously, on April 28, 2025, the share price was 245.45 / share. This represents an increase of 22.04% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 美德资本管理有限公司 | 1,703 | 9.03 | 525 | 31.99 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 259 | -6.50 | 74 | 7.25 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 4,614,843 | -2.41 | 1,422,064 | 18.24 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 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 | 176 | -35.77 | 54 | -21.74 | ||||
| 2025-03-31 | NP | EFCAX - Emerald Insights 基金 A 类 | 198 | -57.24 | 59 | -54.33 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 692 | -8.34 | 213 | -5.75 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 12,367 | -4.90 | 3,811 | 15.21 | ||||
| 2025-06-24 | NP | PNRAX - 普特南研究基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 23 | 0.00 | 7 | 0.00 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 24 | 41.18 | 7 | 75.00 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 4,700 | -2.57 | 1,448 | 18.11 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 89,509 | -17.29 | 27,582 | 0.21 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 57,187 | -1.07 | 17,622 | 19.87 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 4,400 | 15.79 | 1,356 | 40.27 | ||||
| 2025-08-29 | NP | GRW-TCW 复合股 ETF | 13,727 | 25.19 | 5,004 | 53.31 | ||||
| 2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 499 | -1.58 | 154 | 19.53 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 358 | 45.53 | 110 | 77.42 | ||||
| 2025-08-26 | NP | QTEC - First Trust NASDAQ-100-科技行业指数基金 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 | 199,317 | -35.85 | 61,420 | -22.28 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,241 | 64.66 | 690 | 99.42 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -39,086 | 1,014.83 | -12,044 | 1,251.74 | |||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 11,378 | 11.15 | 3,266 | 27.38 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 25,200 | 0.80 | 7,765 | 22.13 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 19,400 | -5.83 | 5,978 | 14.11 | |||
| 2025-08-26 | NP | RAGTX - AllianzGI 科技基金 A | 40,000 | -5.99 | 12,326 | 13.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 359 | -2.97 | 111 | 17.02 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 139 | 104.41 | 43 | 147.06 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 54 | 0.00 | 17 | 23.08 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 14,182 | 22.42 | 4,370 | 48.34 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,907 | 33.73 | 568 | 33.73 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 615 | -47.84 | 335 | 10.96 | ||||
| 2025-05-29 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -2,497 | -635 | |||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 56,600 | 1.07 | 17,441 | 22.46 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 3,830 | -13.23 | 974 | -26.55 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 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 | 422,452 | 6.88 | 121,273 | 22.48 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 13,223 | 4,073 | ||||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 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 | 20,212 | 0.00 | 6,018 | 0.03 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 125 | 39 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 104,148 | -0.06 | 32,093 | 21.09 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 120,819 | 0.18 | 37,230 | 21.38 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 7,365 | 2,193 | ||||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 1,481 | 25.51 | 517 | 43.61 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 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 | 312 | -8.50 | 93 | -8.91 | ||||
| 2025-05-14 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 140 | -18.60 | 43 | 0.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 40 | 0.00 | 12 | 20.00 | ||||
| 2025-05-12 | 13F | 铁路养老金投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 574,000 | 164,778 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 192 | -87.52 | 681 | 21.21 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -2,744 | -43.05 | -788 | -34.74 | |||
| 2025-08-08 | 13F | 联合储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 21,165 | -1.58 | 6,076 | 12.77 | ||||
| 2025-05-08 | 13F | 阿卡迪奥斯财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 米罗娃 | 34,591 | 132.14 | 10,659 | 181.31 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 7,358 | -62.83 | 2,268 | -54.98 | ||||
| 2025-08-22 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,155 | -0.93 | 5,903 | 20.03 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 1,090 | -2.59 | 336 | 17.96 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 6,097 | 5.76 | 1,879 | 28.10 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 2,303 | -1.12 | 710 | 19.76 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -55 | -0.00 | -17 | 23.08 | |||
| 2025-08-14 | 13F | 投资者抗体 | 2,500 | -37.50 | 770 | -24.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 1,847 | 0.00 | 569 | 21.32 | ||||
| 2025-08-29 | NP | AIFD-TCW 人工智能 ETF | 3,127 | 0.06 | 1,140 | 22.58 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 1,182 | 0.00 | 364 | 21.33 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,110 | 184.62 | 342 | 245.45 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 45 | 0.00 | 14 | 18.18 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 14,817 | 5.69 | 4,566 | 28.05 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,473 | 1.38 | 454 | 22.76 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 47,507 | 82.66 | 14,639 | 121.33 | ||||
| 2025-05-23 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 1,505 | -66.79 | 383 | -69.04 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 8 | -68.00 | 2 | -71.43 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 2,392 | 1.23 | 737 | 22.83 | ||||
| 2025-06-30 | NP | QYLG - Global X 纳斯达克 100 备兑看涨期权和成长 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 | 1,771 | -3.54 | 527 | -3.48 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 21,878 | 17.20 | 6,281 | 34.30 | ||||
| 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 | 151,591 | 0.00 | 45,135 | 0.04 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 124 | 6.90 | 38 | 11.76 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 22,680 | -6.23 | 6,989 | 13.61 | ||||
| 2025-05-06 | 13F | 杰克逊格兰特投资顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-28 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 6,574 | 97.42 | 1,957 | 112.84 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 9,454 | -18.37 | 2,815 | -18.34 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 41 | 0.00 | 15 | 40.00 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 113 | 11.88 | 35 | 36.00 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 2,999 | 924 | ||||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,629 | 1.09 | 1,118 | 22.45 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 8,134 | -0.17 | 2,069 | -15.52 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 36 | 0.00 | 11 | 22.22 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 71,448 | 53.34 | 22,017 | 85.80 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 205,448 | -46.38 | 61,170 | -46.36 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 17,760 | 5,473 | ||||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 15,502 | -17.87 | 5 | 0.00 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 19,000 | -41.54 | 5,855 | -29.17 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 2,889 | 890 | ||||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,780 | 61.16 | 857 | 95.43 | ||||
| 2025-03-28 | NP | OCEN - IQ 清洁海洋 ETF | 476 | -14.39 | 142 | -4.73 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 1,214 | -79.31 | 374 | -74.93 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 3,633 | 31.92 | 1,119 | 59.86 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 108 | 33 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 2,689 | -20.84 | 829 | -4.06 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 21 | -8.70 | 6 | 20.00 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 85,566 | -0.05 | 26,367 | 21.10 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,931,599 | -0.88 | 595,222 | 20.09 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 25,390 | 0.00 | 7,824 | 21.16 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 10,160 | -4.31 | 3,131 | 15.93 | ||||
| 2025-04-24 | NP | AIPI - REX AI 股票溢价收益 ETF | 30,369 | 122.04 | 7,607 | 81.29 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 8,027 | -5.86 | 2,304 | 7.87 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 358 | -2.19 | 103 | 12.09 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 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 | 494 | -50.15 | 152 | -39.68 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 327,496 | -21.69 | 100,918 | -5.12 | ||||
| 2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 6,123 | 0.61 | 1,887 | 21.91 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 296,383 | -7.52 | 91,331 | 12.06 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 1,371 | 8.55 | 423 | 31.46 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 44,928 | -0.49 | 13,845 | 20.57 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 402 | 124 | ||||||
| 2025-05-22 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 54,355 | 4.50 | 16,749 | 26.62 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 1,500 | 36.36 | 462 | 65.59 | |||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 533 | -9.20 | 153 | 4.08 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 3,071 | -3.58 | 946 | 16.79 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 4,329 | -1.37 | 1,334 | 19.44 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 496 | 56.47 | 153 | 90.00 | ||||
| 2025-05-23 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 1,773 | -50.36 | 451 | -53.70 | ||||
| 2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 56 | -11.11 | 17 | 6.25 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 7,044 | 33.69 | 2,171 | 61.94 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 423,183 | 1,532.65 | 130,404 | 1,878.20 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 14,080 | 210.82 | 4,339 | 276.56 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 86,123 | -0.03 | 26,539 | 21.13 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 83,984 | 0.00 | 25,880 | 21.16 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 30,195 | -0.22 | 9,305 | 20.89 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 1,017 | 0.00 | 313 | 21.32 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 855 | 263 | ||||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 937 | -1.68 | 283 | 16.53 | ||||
| 2025-08-08 | 13F | 托巴姆 | 319 | -38.65 | 0 | |||||
| 2025-08-14 | 13F | 光街资本管理有限公司 | 5,956 | 0.76 | 1,835 | 22.09 | ||||
| 2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 1,677 | -11.36 | 499 | -11.37 | ||||
| 2025-07-07 | 13F | 西联银行 | 1,946 | -19.15 | 600 | -2.12 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 2,625 | 13.69 | 809 | 37.65 | ||||
| 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 | 215,447 | 0.00 | 66,390 | 21.16 | ||||
| 2025-07-25 | NP | MTCAX - MFS科技基金A | 58,643 | -37.15 | 16,835 | -27.98 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 403 | 0.00 | 124 | 21.57 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 19 | 6 | ||||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 18,215 | -0.44 | 5,613 | 20.61 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 486 | -1.02 | 150 | 20.16 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 14,882 | -14.07 | 4,431 | -14.05 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,643 | 6.83 | 506 | 29.41 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 8,289 | 1.76 | 2,380 | 16.62 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,238 | -23.20 | 381 | -7.07 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 3,856,694 | 1.79 | 1,188,441 | 23.33 | ||||
| 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 | 32,038 | 5.36 | 9,539 | 5.40 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 2,948 | -25.65 | 908 | -9.92 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 8,699 | -80.89 | 3 | -81.82 | ||||
| 2025-07-22 | NP | TXUG-Thornburg国际增长ETF | 156 | 0.00 | 45 | 12.82 | ||||
| 2025-07-25 | NP | MGIAX - MFS国际内在价值基金A | 459,616 | -32.55 | 131,942 | -22.71 | ||||
| 2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 14,300 | 4,407 | ||||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 21,311 | -5.15 | 6,567 | 14.91 | ||||
| 2025-08-28 | NP | CNEQ-阿尔及尔集中股票ETF | 884 | -33.43 | 272 | -19.29 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,118 | 24.97 | 961 | 51.42 | ||||
| 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 | 7,702 | 41.76 | 2,293 | 41.89 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 180 | 0.00 | 55 | 22.22 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 342,192 | -4.54 | 105,446 | 15.66 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 55 | 0.00 | 17 | 23.08 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 29,033 | 3.03 | 8,947 | 24.82 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 34,894 | 0.77 | 10,753 | 22.10 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 24,612 | -1.40 | 7,584 | 19.47 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,025 | 316 | ||||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 496,016 | -1.96 | 152,847 | 18.79 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 13,205 | 3.54 | 4,069 | 25.47 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 18,359 | 1.01 | 5,657 | 22.39 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 5,171 | -1.71 | 1,593 | 19.06 | ||||
| 2025-08-14 | 13F | 采石场LP | 116 | 36 | ||||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 4,545 | 0.62 | 1,401 | 19.15 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 7 | 0.00 | 2 | 100.00 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 13,971 | -0.47 | 4,011 | 14.05 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 3,198 | 4.99 | 985 | 27.26 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 83,640 | 15.39 | 26 | 38.89 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 2,171,587 | -14.96 | 669,184 | 3.04 | ||||
| 2025-06-25 | NP | EKJAX - 富国银行高级大型公司成长基金 A 类 | 38,939 | -56.01 | 11,594 | -56.00 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 53,547 | -20.25 | 15,943 | -20.22 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 10 | 400.00 | 3 | |||||
| 2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 29,475 | -2.62 | 9,083 | 17.98 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 731,163 | 14.84 | 225,308 | 39.14 | ||||
| 2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 81 | 10.96 | 24 | 14.29 | ||||
| 2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 3,240 | -8.66 | 998 | 10.64 | ||||
| 2025-05-20 | 13F | 富通资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,370 | 422 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 21,033 | 225.84 | 9,737 | -10.20 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 546 | -9.75 | 163 | -10.00 | ||||
| 2025-07-24 | NP | FSCSX - 软件和 IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 280,900 | -35.26 | 80,638 | -25.81 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 10,282 | 17.75 | 3,061 | 17.82 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 3,958 | -3.44 | 1,220 | 16.99 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 国际内在价值投资组合初始类别 | 29,737 | -33.87 | 9,163 | -19.88 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,336 | 668.79 | 1,336 | 700.00 | ||||
| 2025-08-27 | NP | TLGAX - Timothy 大型/中型成长基金 A 类 | 15,612 | -2.45 | 4,811 | 18.18 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 127 | 41.11 | 39 | |||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 74,483 | 58.04 | 22,177 | 58.11 | ||||
| 2025-08-13 | 13F | 海维信基金 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 1,377 | -2.62 | 424 | 18.11 | ||||
| 2025-07-14 | 13F | 恩子财富 | 10,181 | 0.00 | 3,264 | 13.81 | ||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 164 | 82.22 | 51 | 127.27 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 9,200 | 15.00 | 3 | 0.00 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 7,788 | 90.65 | 2,400 | 131.12 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 667 | 206 | ||||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 1,600 | 0 | |||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 3,890 | 4.43 | 1,158 | 4.51 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 42,600 | 13,127 | |||||
| 2025-08-14 | 13F | 德肖公司 | Put | 38,300 | 80.66 | 11,802 | 118.92 | |||
| 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 | 31,233 | -15.23 | 9,299 | -15.19 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 1,264 | -87.87 | 390 | -85.32 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 218,246 | 81.67 | 67,253 | 120.12 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 3,245 | 6.81 | 966 | 6.86 | ||||
| 2025-08-14 | 13F | 德肖公司 | 2,749 | 847 | ||||||
| 2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,174 | 2.13 | 1,522 | 25.08 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 5,560 | 1,713 | ||||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 13,876 | 3,983 | ||||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 212 | -4.50 | 64 | 14.29 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 643 | 11.05 | 191 | 11.05 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 13,880 | -3.11 | 4,277 | 17.40 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 157 | 45 | ||||||
| 2025-06-26 | NP | ALTFX - AB 可持续全球主题基金, INC. A 类 | 108,986 | -6.32 | 32,449 | -6.28 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 21 | 600.00 | 6 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 609,750 | 14.91 | 187,895 | 39.23 | ||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 791 | -48.70 | 244 | -38.01 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 234 | -7.51 | 72 | 12.50 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 9,796 | 3,019 | ||||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 844 | 0 | ||||||
| 2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 2,862 | -11.23 | 852 | -11.16 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 768 | 22.10 | 220 | 40.13 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 4,582 | 0.00 | 1,412 | 21.12 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 16 | 0.00 | 5 | 0.00 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 1,826 | -57.10 | 563 | -48.06 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 711 | 219 | ||||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,001 | -6.54 | 308 | 13.24 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,694 | -30.32 | 504 | -30.29 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 843,134 | 2.11 | 251,035 | 2.15 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 31,930 | 671.44 | 9,507 | 758.72 | ||||
| 2025-05-01 | 13F | 翡翠顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 | 216 | -72.31 | 67 | -66.67 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 18,593 | 8.05 | 5,534 | 20.15 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 120,000 | 36,978 | |||||
| 2025-05-14 | 13F | 退休资本策略 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 110,930 | 4.26 | 34,183 | 26.33 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 28 | -6.67 | 7 | -22.22 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 147,701 | -8.43 | 45,514 | 10.96 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 3,641 | 14.60 | 1,122 | 38.74 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 5,817 | 87.10 | 1,732 | 87.14 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 33,509 | 6.93 | 9,619 | 22.55 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 18 | 0.00 | 6 | 25.00 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 10,206 | -1.64 | 3,145 | 19.18 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 26,595,861 | 0.97 | 8,195,515 | 22.34 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 7,833 | 3.24 | 2,414 | 25.09 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 154,969 | 9.55 | 47,754 | 32.73 | ||||
| 2025-08-14 | 13F | Kensico 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 644 | -9.04 | 198 | 10.00 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 1,061 | 1.43 | 327 | 22.56 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF | 15,640 | 9.68 | 4,819 | 32.90 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 804 | -28.47 | 248 | -29.23 | ||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 4,790 | -1.56 | 1,746 | 41.15 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 6,258 | -26.02 | 1,928 | -10.37 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 736,288 | 15.94 | 226,888 | 40.48 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 14,243 | -2.16 | 4,389 | 18.53 | ||||
| 2025-05-05 | 13F | 杰克逊溪投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 3,090 | -11.00 | 952 | 7.81 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 1,943 | -13.91 | 599 | 4.18 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 2,331 | 17.49 | 669 | 34.88 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 18,492 | 6 | ||||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 7,229 | 4.71 | 2,075 | 20.01 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 4,368 | 12.52 | 1,346 | 36.27 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 48 | 0.00 | 15 | 16.67 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 13,982 | -12.46 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 893 | 275 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 18,472 | -55.02 | 5,636 | -46.53 | ||||
| 2025-08-28 | NP | ADSIX - 纪律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 | 9,245 | 129.58 | 2,849 | 135.57 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 17 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 3,378 | 3.49 | 1,041 | 25.30 | ||||
| 2025-04-01 | NP | QYLE - Global X 纳斯达克 100 ESG 备兑看涨 ETF | 87 | -7.45 | 26 | 0.00 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 51,152 | 15,762 | ||||||
| 2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 1,963 | 605 | ||||||
| 2025-07-31 | 13F | 彼得森财富服务 | 11,685 | 1.80 | 3,601 | 23.33 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 2,498 | 0.00 | 770 | 21.10 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 3,856 | -1.13 | 1,148 | -1.03 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 27,296 | 27.72 | 8,411 | 54.76 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 1,928 | 0.00 | 594 | 21.22 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 106 | 0.00 | 33 | 23.08 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,188 | 8.25 | 1,202 | 24.05 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 7,222 | -2.73 | 2,150 | -2.67 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 6 | 2 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth 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 | 18,478 | -24.50 | 5,694 | -8.53 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 2,237 | -20.95 | 642 | -9.32 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 746 | 230 | ||||||
| 2025-08-14 | 13F | 安盛公司 | 1,057,706 | -6.74 | 325,932 | 13.00 | ||||
| 2025-05-05 | 13F | 明星金融银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Keb资产管理有限公司 | 2,000 | 0.00 | 616 | 21.26 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 95,953 | 103.08 | 29,568 | 146.04 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 198 | 22.22 | 61 | 48.78 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 3,902 | 0.00 | 1,202 | 21.17 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 11,803 | -2.62 | 3,637 | 18.01 | ||||
| 2025-07-22 | 13F | 人民银行 | 705 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 609 | -7.87 | 188 | 11.31 | ||||
| 2025-08-14 | 13F | 孤松资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 72,582 | -0.77 | 22,366 | 20.23 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 10,389 | -0.48 | 3,201 | 20.61 | ||||
| 2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 11,557 | 26.17 | 3,441 | 26.19 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 1,943 | 1 | ||||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 13,311 | -0.14 | 4,102 | 20.97 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 6,447 | 17.07 | 1,851 | 34.16 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 4,023 | 0.88 | 1,240 | 22.19 | ||||
| 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 | 1,072 | 0.00 | 330 | 16.20 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,784 | 37.34 | 550 | 66.36 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 4,668 | 2.98 | 1,438 | 24.83 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 236 | -18.62 | 73 | -1.37 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 362 | 16.40 | 104 | 33.77 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 3,867 | 13.60 | 1,192 | 21.41 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,869,291 | -8.38 | 575,997 | 11.00 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 679 | 209 | ||||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 720 | 222 | ||||||
| 2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 2,567,272 | 4.01 | 791,105 | 26.03 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 110,106 | -12.24 | 33,929 | 6.33 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 146,143 | -0.21 | 45,032 | 20.93 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 70,463 | 15.01 | 21,713 | 39.36 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,602 | 2,651 | ||||||
| 2025-03-31 | NP | CHAT - Roundhill 生成型人工智能与技术 ETF | 5,388 | 32.87 | 1,604 | 43.25 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 431,071 | 4.48 | 132,835 | 26.59 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 56 | 0.00 | 17 | 21.43 | |||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 866 | -9.32 | 267 | 9.92 | ||||
| 2025-03-25 | NP | FEX - First Trust 大盘核心 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 | 3,765 | -45.76 | 1,121 | -39.72 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 35,433 | -3.13 | 10,919 | 17.37 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 36,295 | -1.72 | 11 | 22.22 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 3,309 | -4.72 | 1,020 | 15.40 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,150 | -36.11 | 354 | -22.54 | ||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 71,127 | -25.13 | 21,918 | -9.29 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 314,000 | 8.88 | 90,140 | 24.77 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 12,805 | -2.17 | 3,813 | -2.13 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 967 | -23.68 | 288 | -17.77 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 123,731 | 1.80 | 38,128 | 23.34 | ||||
| 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 | 130,854 | 0.38 | 38,960 | 0.43 | ||||
| 2025-05-12 | 13F | 基石投资者私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | KP管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 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 | 27,346 | -11.16 | 8,427 | 7.64 | ||||
| 2025-05-15 | 13F | KP管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 4,512 | 12.63 | 1,390 | 36.54 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 9,853 | -9.26 | 3,036 | 9.96 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,116 | 27.54 | 344 | 54.50 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 29,085 | 110.58 | 8,963 | 155.18 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,691 | -4.14 | 521 | 16.29 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -244 | -45.78 | -75 | -34.21 | |||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 3,187 | 949 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,344 | -4.07 | 414 | 16.29 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 5,108 | 61.39 | 1,574 | 95.40 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 6,139 | -3.47 | 1,892 | 17.01 | ||||
| 2025-05-29 | 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 | 48,353 | 16.99 | 12,298 | -0.97 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 2,347 | 8.71 | 723 | 31.69 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 1,124 | 29.94 | 346 | 57.99 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,000 | 308 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 53,868 | 62.83 | 16,599 | 97.30 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 1,887 | 10.67 | 562 | 10.65 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 1,428 | 41.95 | 440 | 72.16 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,568 | -0.63 | 483 | 20.45 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 1,797 | -0.99 | 554 | 19.96 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 48,017 | -7.12 | 14,796 | 12.53 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,631 | 1.75 | 503 | 23.34 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 652 | 141.48 | 187 | 179.10 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 20 | 0.00 | 6 | 20.00 | ||||
| 2025-03-27 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 6,510 | -29.17 | 1,938 | -26.93 | ||||
| 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 | 5,186 | -3.64 | 1,489 | 10.39 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 4,818 | 2.82 | 1,485 | 24.60 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 136 | -69.02 | 42 | -63.06 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,472 | 3.18 | 1,070 | 25.03 | ||||
| 2025-05-21 | NP | MTCGX - M 大盘成长基金 | 13,600 | 0.00 | 3,459 | -15.37 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 77,700 | 493.13 | 23,943 | 618.79 | |||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 821,330 | 0.73 | 253,040 | 22.03 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 91,760 | 0.30 | 28,276 | 21.52 | ||||
| 2025-05-15 | 13F | Bamco Inc /纽约/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | IGV - iShares 扩展科技软件板块 ETF | 1,034,310 | 0.36 | 318,723 | 21.60 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 3,459 | 0.00 | 1,066 | 21.16 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 1,371 | -12.73 | 422 | 5.76 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 2,761 | 851 | ||||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 40 | 12 | ||||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 354,026 | -16.67 | 109,081 | 0.94 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 60,900 | 2,000.00 | 18,766 | 2,446.27 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 11,867 | 17.60 | 3,657 | 42.48 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 13,010 | -14.85 | 4,009 | 3.19 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 36 | 12.50 | 11 | 22.22 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 12,263 | 202.19 | 3,779 | 266.09 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 25,300 | -31.62 | 7,796 | -17.15 | |||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 65,573 | 0.49 | 18,824 | 15.17 | ||||
| 2025-07-22 | 13F | 先驱投资管理有限公司 | 2,500 | 0.00 | 770 | 21.10 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 87,806 | 27,058 | ||||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 14,013 | -48.67 | 4,318 | -37.81 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 30,000 | 14.94 | 9,244 | 39.26 | |||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 112,256 | 2.93 | 34,592 | 24.71 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 1,570 | -28.28 | 484 | -13.13 | ||||
| 2025-08-14 | 13F | 布莱希罗德LP | 525 | 0.00 | 162 | 21.05 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 8,997 | 4.82 | 2,905 | 30.44 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 24,734 | -0.18 | 7,364 | -0.14 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 10,624 | 0.00 | 3,274 | 21.13 | ||||
| 2025-07-29 | NP | JHCPX - 资本增值基金类资产净值 | 59,063 | -41.71 | 16,955 | -33.21 | ||||
| 2025-08-28 | NP | GNXAX - AlphaCentric 机器人和自动化基金 A 类 | 1,500 | 0.00 | 462 | 21.26 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 165,118 | -1.40 | 50,881 | 19.47 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 382,694 | -15.02 | 117,927 | 2.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 国际价值投资组合 IB 级 | 26,464 | -32.45 | 8,155 | -18.17 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 162,694 | 1.53 | 50,134 | 23.01 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 292 | 87.18 | 90 | 128.21 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,317 | 9.90 | 6,694 | 25.95 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 34,715 | 30.14 | 10,336 | 30.19 | ||||
| 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 | 82,211 | 0.42 | 24,478 | 0.46 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 4,610 | -19.26 | 1,323 | -7.48 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 14,211 | -12.59 | 4,379 | 5.93 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,282 | -16.19 | 1,573 | -16.16 | ||||
| 2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 1,647,336 | 14.87 | 490,478 | 14.92 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 13,289 | 4,095 | ||||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 670,825 | 0.52 | 199,731 | 0.57 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 2,570 | -6.65 | 792 | 13.00 | ||||
| 2025-07-30 | NP | AIQ - Global X 未来分析科技 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 | 108,100 | -0.10 | 31,032 | 14.48 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 6,163 | 7.99 | 1,899 | 30.88 | ||||
| 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 | 14,987 | 0.00 | 4,618 | 21.18 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 4,416 | 1,361 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -5,551 | -62.98 | -1,711 | -55.15 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 34,530 | -5.47 | 10,640 | 14.53 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 9,239 | -0.18 | 2,652 | 14.41 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 10 | 0.00 | 3 | 50.00 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 500 | 0.00 | 154 | 14.07 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 113 | 0.00 | 35 | 21.43 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 2,135 | 0.09 | 658 | 21.22 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 236 | 9.26 | 68 | 24.07 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 3 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,685 | -2.61 | 1 | |||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 2,603 | -21.10 | 922 | 10.02 | ||||
| 2025-08-13 | 13F | 第1832章 | 301,780 | 7.35 | 92,994 | 30.07 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 61,042 | 21.56 | 18,810 | 47.29 | ||||
| 2025-08-27 | NP | CLOD - 主题云计算 ETF | 139 | -23.63 | 43 | -8.70 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 9,184 | 0.00 | 2,734 | 0.04 | ||||
| 2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 11,123 | 2.03 | 3,428 | 23.63 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 328,569 | -14.39 | 101,249 | 3.73 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,600 | -0.59 | 19,290 | 20.45 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 12,518 | -0.94 | 3,857 | 20.04 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 10,458 | -20.94 | 3,002 | -9.39 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,138 | 0.00 | 351 | 21.11 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 422 | 283.64 | 130 | 381.48 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | VNEYX - Vontobel 全球环境变化基金 Y 股 | 812 | -4.02 | 250 | 16.28 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 1,095 | -0.36 | 337 | 20.79 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 727 | 224 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 67 | -19.28 | 21 | -4.76 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 27,301 | -4.64 | 8,413 | 15.55 | ||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 24,802 | 18.92 | 7,385 | 18.96 | ||||
| 2025-05-09 | 13F | Haven Private, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 6,604 | -12.19 | 2,035 | 6.43 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 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 | 1,820 | 0.33 | 522 | 14.98 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 7,750,420 | 1.70 | 2,388,292 | 23.22 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 702 | 0.00 | 209 | 0.00 | ||||
| 2025-04-01 | NP | RPGAX - T. Rowe Price 全球配置基金公司 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 | 1,882 | 122.99 | 560 | 141.38 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 1,500 | 36.36 | 462 | 65.59 | |||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 603 | -7.80 | 186 | 11.45 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 28,590 | 0.33 | 8,207 | 14.98 | ||||
| 2025-08-14 | 13F | 奥伯维斯资产管理公司/ | 7,400 | 1.37 | 2,280 | 22.84 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 17,232 | 5,310 | ||||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 63 | 1.61 | 19 | 26.67 | ||||
| 2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 18,800 | 37.23 | 5,793 | 66.27 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 500 | -66.67 | 154 | -59.58 | |||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 1,450 | -28.32 | 447 | -13.40 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 1,402 | 0.00 | 432 | 21.35 | ||||
| 2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 9,125 | -55.10 | 2,812 | -45.62 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 163 | 61.39 | 50 | 100.00 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 1,615 | 7.31 | 498 | 30.10 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,149 | -16.13 | 354 | 1.72 | ||||
| 2025-08-25 | NP | FAI - First Trust Bloomberg 人工智能 ETF | 511 | 32.38 | 157 | 60.20 | ||||
| 2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A 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 | 707 | 177 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 748 | 230 | ||||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 1,583 | -2.10 | 488 | 18.49 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 2,238 | -4.97 | 1 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 213,600 | -43.04 | 66 | -31.58 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 217,500 | 67 | |||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 19,279 | -2.98 | 5,941 | 17.55 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 4,908 | 10.84 | 1,512 | 34.28 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,333,086 | 36.60 | 411 | 65.32 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 127,330 | -40.79 | 39,237 | -21.23 | ||||
| 2025-08-27 | NP | SPYGX - Spyglass 成长基金机构股票 | 67,103 | 20,678 | ||||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,178 | 150.11 | 351 | 150.00 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 638 | 39.00 | 197 | 68.97 | ||||
| 2025-08-26 | NP | PORIX - Trillium ESG 全球股票基金机构股份 | 31,736 | -6.20 | 9,779 | 13.66 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 49 | -56.64 | 15 | -46.43 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 2,305 | 0.00 | 710 | 21.16 | ||||
| 2025-04-17 | 13F | 大卫·J·伊瓦尔斯集团 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 824 | 254 | ||||||
| 2025-04-22 | 13F | M3 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 179 | 53 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 511 | 0.59 | 157 | 21.71 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,636 | 3.64 | 7,933 | 18.78 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 40,060 | -6.89 | 12,344 | 12.81 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | Call | 1,000 | 308 | |||||
| 2025-08-21 | NP | SMHX-VanEck 无晶圆厂半导体 ETF | 7,989 | 16.78 | 2,462 | 41.52 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 87,426 | -30.83 | 26,030 | -30.80 | ||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 45 | 7.14 | 13 | 20.00 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 1,408 | 26.05 | 434 | 52.46 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 953 | -16.04 | 294 | 1.74 | ||||
| 2025-08-14 | 13F | D1资本合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 412 | -28.35 | 127 | -13.70 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,378 | 0.00 | 3,198 | 7.32 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 1,416 | -39.23 | 355 | -50.42 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 10,385 | -2.42 | 3,200 | 18.26 | ||||
| 2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 34,872 | 21.72 | 10,383 | 21.77 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,945 | 0.00 | 599 | 21.26 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 603 | 186 | ||||||
| 2025-08-14 | 13F | 基石资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 慢资本公司 | 10,498 | 1.15 | 3,235 | 22.55 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 20,100 | 6,194 | |||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 80 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 威斯康星资本管理有限公司 | 2,346 | 27.78 | 723 | 54.94 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 174,083 | 99.17 | 53,644 | 141.32 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通美国科技领袖基金 Y 级 | 546 | 177.16 | 168 | 236.00 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 261 | 13.97 | 0 | |||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 18,866 | 5,814 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 591,311 | -7.60 | 182,246 | 12.53 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 3,503 | -43.39 | 1,080 | -31.40 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 19,500 | 0.00 | 6,001 | 20.99 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 5,000 | 100.00 | 1,538 | 146.87 | |||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 4,399 | 104.04 | 1,343 | 106.14 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 94,929 | 2.63 | 27,251 | 17.61 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 24 | 0.00 | 7 | 0.00 | ||||
| 2025-04-24 | 13F | 阿尔塔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 1,607 | -2.43 | 495 | 18.42 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,860 | 11.24 | 573 | 34.82 | ||||
| 2025-04-25 | NP | VGLSX - 全球策略基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 50,339 | 4.91 | 15,512 | 27.11 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 5,299 | -66.92 | 1,929 | 31.69 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 8,227 | 1.91 | 2,535 | 23.48 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 4,115 | 104.32 | 1,268 | 147.66 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 62 | 24.00 | 19 | 58.33 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 29,400 | -36.50 | 9,060 | -23.07 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 259,717 | 1.60 | 80,032 | 23.10 | ||||
| 2025-04-01 | NP | TMSRX - T. Rowe Price 多策略总回报基金 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 | 903 | 584.09 | 269 | 644.44 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 26,822 | 56.61 | 7,986 | 56.66 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 397 | 5.31 | 122 | 28.42 | ||||
| 2025-08-01 | 13F | 百富勤资本管理有限公司 | 77,481 | -4.78 | 23,876 | 15.37 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 4,161 | 15.17 | 1,282 | 39.65 | ||||
| 2025-03-27 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 585 | -15.22 | 174 | -8.42 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 36,512 | 74.08 | 11,251 | 110.93 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 411,651 | 5.95 | 118,173 | 21.41 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 8,067 | -46.67 | 2,402 | -46.67 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 42,984 | 35.90 | 13,246 | 64.68 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 2,547 | -20.23 | 785 | -3.33 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 2,821 | 0.00 | 869 | 21.20 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 5,830 | 34.64 | 1,797 | 63.12 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 11,646 | 1.89 | 3,467 | 1.94 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 786,849 | 466.41 | 242,468 | 586.27 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 2,255 | -8.59 | 695 | 10.69 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 327,080 | -31.57 | 100,790 | -17.09 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 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 | 18,624 | 4.43 | 5,545 | 4.48 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 250 | 0.00 | 77 | 22.22 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 3,428 | 20.32 | 1,020 | 33.86 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 91,836 | -2.11 | 26,363 | 12.18 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 103,786 | -10.09 | 31,982 | 8.93 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 1,122 | 0.00 | 346 | 21.05 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 1,102 | -0.72 | 0 | |||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 6,005 | -1.25 | 1,788 | -1.22 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 130 | -13.33 | 33 | -26.67 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 830,400 | 7.36 | 255,888 | 30.07 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 1,664 | -23.49 | 513 | -7.41 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 2,346 | 19.75 | 723 | 44.98 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 12 | 0.00 | 4 | 0.00 | ||||
| 2025-04-24 | NP | BLACKROCK SERIES, INC. - 贝莱德国际基金投资者 A 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 | 129,608 | -16.53 | 32,467 | -31.85 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,401 | 10.81 | 4,708 | 27.00 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 1,362 | 745.96 | 420 | 947.50 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 2,641 | -1.16 | 814 | 19.73 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 31,898 | -1.34 | 10 | 12.50 | ||||
| 2025-08-26 | NP | WTMVX - Segall Bryant & Hamill 全球大型基金 - 零售类 | 1,304 | -16.57 | 402 | 1.01 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 5,393 | -75.74 | 1,662 | -70.62 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 178 | 5.95 | 51 | 21.43 | ||||
| 2025-07-16 | 13F | 赛普拉斯基金有限责任公司 | 178,916 | 0.00 | 55,133 | 21.16 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 13,273 | 884.64 | 4,093 | 1,195.25 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 628 | -55.43 | 194 | -46.09 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,211 | 16.44 | 373 | 41.29 | ||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 1,344 | -4.61 | 410 | 13.57 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 55,561 | 4.91 | 17,121 | 27.11 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 75 | 4.17 | 19 | -9.52 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 60,454 | -5.09 | 18 | 12.50 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 40,667 | 2.97 | 12,108 | 3.01 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 155 | 203.92 | 47 | 291.67 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT Omega 成长基金 1 级 | 2,029 | 0.00 | 625 | 21.12 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 4,087 | 0.00 | 1,259 | 21.17 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 1,028 | -2.65 | 317 | 17.91 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 78,000 | 24,036 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 33,257 | 1.46 | 10,248 | 22.94 | ||||
| 2025-07-09 | NP | Putnam ETF 信托 - Putnam 可持续领导者 ETF - | 24,543 | -22.28 | 7,046 | -10.94 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 716 | -13.00 | 221 | 5.26 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 21,976 | 6,772 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 3,684 | 186.47 | 1,135 | 247.09 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 16,372 | -8.60 | 4,875 | -8.57 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 58,719 | 2.20 | 17,483 | 2.24 | ||||
| 2025-07-21 | 13F | 111资本 | 1,533 | 472 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 122,600 | 22.36 | 37,779 | 48.25 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 200 | -46.81 | 62 | 0.00 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 26,502 | 2.01 | 8,167 | 23.60 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 19,765 | 0.99 | 6,091 | 22.36 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,039 | 3.61 | 728 | 45.69 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 179 | -0.56 | 55 | 22.22 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 102 | -86.60 | 31 | -83.94 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 9,088 | -9.21 | 2,609 | 4.03 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 215,971 | 3.35 | 66,551 | 25.22 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 16 | 0.00 | 5 | 0.00 | ||||
| 2025-08-27 | NP | ARTYX - Artisan 发展中国家基金投资者股份 | 428,648 | -0.35 | 132,088 | 20.74 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 48,100 | -1.17 | 14,312 | 14.57 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 15,809 | -8.04 | 4,871 | 11.41 | ||||
| 2025-07-25 | NP | OTCAX - MFS 中型成长基金 A | 625,369 | 17.64 | 179,525 | 34.82 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,825,386 | 2.56 | 562,493 | 24.26 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 23,057 | 32.28 | 7,105 | 60.29 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 5,067 | -36.11 | 1,561 | -22.61 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 17,174 | 48.08 | 5,292 | 79.45 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 552,861 | -4.48 | 170,364 | 15.74 | ||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 163 | 13.99 | 50 | 38.89 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 4,964 | -2.17 | 1,530 | 18.53 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 6,709 | 2.87 | 2,067 | 24.67 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 10,392 | 5.85 | 3,202 | 28.23 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 2,036 | 0.00 | 627 | 21.28 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,727 | 11.20 | 557 | 38.56 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 1,350 | 0.00 | 416 | 21.28 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 认可投资者公司 | 2,862 | 33.36 | 882 | 61.65 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 221,830 | -63.93 | 68,357 | -56.30 | ||||
| 2025-08-11 | 13F | Talos 资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 伊萨卡集团有限公司 | 27,000 | -4.75 | 8,320 | 15.41 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 425 | -7.61 | 131 | 35.42 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,096,105 | -2.13 | 337,764 | 18.58 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 4,159 | 2.36 | 1,282 | 24.01 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 15,481 | -14.56 | 4,444 | -2.07 | ||||
| 2025-05-27 | NP | BIOPX - 男爵机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 35,098 | -11.67 | 10,815 | 7.03 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 77,651 | -9.52 | 23,928 | 9.63 | ||||
| 2025-08-26 | NP | JTEK - 摩根大通美国科技领袖ETF | 52,489 | 230.26 | 16,174 | 300.15 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 204,642 | 81.53 | 63 | 125.00 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 18 | 5.88 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 108,629 | -4.88 | 33,474 | 15.24 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 11,334 | -1.39 | 3,493 | 19.47 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 2,726 | 82.46 | 840 | 121.64 | ||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 36,862 | -53.28 | 11,358 | -43.40 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 10,160 | 3,131 | ||||||
| 2025-04-16 | 13F | 爱华顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | NP | NLCAX - Voya大盘成长基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 5,677 | 1,749 | ||||||
| 2025-08-07 | 13F | 第1620章 | 0 | -100.00 | 0 | |||||
| 2025-03-25 | NP | FXL - 第一信托科技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 | 15,469 | -47.02 | 4,604 | -41.10 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 1,912 | -2.85 | 589 | 17.80 | ||||
| 2025-04-25 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 143 | -70.99 | 36 | -76.82 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 2,778 | -7.71 | 856 | 11.90 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,006 | -18.01 | 310 | -0.96 | ||||
| 2025-06-27 | NP | KNCT - 景顺动态网络 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 | 1,600 | -3.44 | 476 | -3.45 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 52,755 | 8.88 | 16 | 33.33 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 1,223 | 6.53 | 406 | 22.29 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 42,953 | -10.74 | 12,789 | -10.71 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 15,067 | 3.77 | 4,325 | 18.92 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 102 | 142.86 | 29 | 190.00 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 50 | 0.00 | 15 | 25.00 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 14,779 | 15.21 | 4,554 | 39.61 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 1,769 | 0.00 | 545 | 21.38 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 913 | -35.25 | 281 | -21.51 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 110 | 83.33 | 34 | 120.00 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 1,414 | 37.15 | 436 | 66.03 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 6,819 | -2.29 | 2,101 | 18.37 | ||||
| 2025-03-28 | NP | LGCAX - 阿贝特勋爵全球股票研究基金 A 级 | 580 | 13.95 | 173 | 22.86 | ||||
| 2025-07-28 | NP | MID - 美国世纪中盘成长影响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 | 11,276 | 22.07 | 3,237 | 39.95 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 11,498 | -20.31 | 3,543 | -3.43 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 607,823 | 7.16 | 187,293 | 29.85 | ||||
| 2025-08-14 | 13F | 联信银行 | 61,956 | -9.27 | 19,092 | 9.93 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 1,066 | 11.62 | 328 | 35.54 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,100 | 9.64 | 2,612 | 25.64 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 2,728 | -2.47 | 841 | 18.14 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 166,007 | 10.36 | 49,427 | 10.41 | ||||
| 2025-04-24 | NP | CSM - ProShares 大盘核心增强版 | 2,341 | -3.54 | 586 | -21.24 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 59,204 | 0.30 | 16,996 | 14.94 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 7,164 | 57.69 | 2,208 | 79.29 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 5,176 | -1.28 | 1,595 | 14.59 | ||||
| 2025-08-26 | NP | WFSTX - 富国银行专业技术基金 A 类 | 49,479 | 0.00 | 15,247 | 21.16 | ||||
| 2025-05-15 | 13F | 索恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 9,343 | 5.26 | 2,879 | 27.56 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 91 | 0.00 | 28 | 21.74 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 664 | 205 | ||||||
| 2025-08-06 | 13F | 西蒙斯银行 | 1,543 | 7.53 | 475 | 30.49 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 21,337 | 14.34 | 6,575 | 38.52 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 904 | 279 | ||||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 1,470 | 0.00 | 422 | -6.65 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 3,662 | -58.28 | 1,128 | -49.46 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 9,396 | -10.15 | 2,895 | 8.88 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares AI 创新与科技主动型 ETF | 9,682 | 39.37 | 2,883 | 39.43 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 1,900 | 0.00 | 585 | 21.12 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 174,722 | 4.79 | 53,841 | 26.97 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 164,456 | -10.16 | 50,677 | 8.86 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 2,085 | -56.55 | 599 | -50.25 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,313,052 | 0.17 | 404,618 | 21.37 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 3,288 | 2.11 | 1,013 | 23.84 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 233,366 | 241.88 | 71,912 | 314.23 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 1,900 | -91.58 | 585 | -90.43 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,704 | 7.86 | 2,499 | 23.60 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 1,205 | -19.83 | 371 | -2.88 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,526 | 47.58 | 470 | 79.39 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,856 | 9.30 | 1,029 | 35.98 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 10,640 | -10.98 | 3,279 | 7.83 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 2,854 | 5.43 | 879 | 27.76 | ||||
| 2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 顶峰财富管理有限责任公司 | 744 | -86.84 | 229 | -84.06 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 895 | -1.10 | 276 | 19.57 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 86,599 | 507.33 | 26,685 | 635.93 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2,877 | 546.52 | 887 | 684.07 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 44,285 | 23.79 | 13,648 | 50.00 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 14,865 | -6.72 | 4,581 | 13.00 | ||||
| 2025-05-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 2,550 | 0.00 | 786 | 18.76 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 61 | 19 | ||||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 5,768 | -2.15 | 1,777 | 18.55 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 69,171 | 0.45 | 21 | 23.53 |
