机构投资人持股和股东
Cadence Design Systems, Inc. (IT:1CDNS) 有 2394 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 277,267,186 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 10, 2025 is 310.25 / share. Previously, on April 28, 2025, the share price was 245.45 / share. This represents an increase of 26.40% 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。
更新频率:每日
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
.
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 | ||||
2025-08-26 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 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 | ||||
2025-06-26 | NP | FLRG - 富达美国多因素 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 | 0 | -100.00 | 0 | -100.00 | ||||
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 | ||||
2025-06-26 | NP | CHAT - Roundhill 生成型人工智能与技术 ETF | 0 | -100.00 | 0 | -100.00 | ||||
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 | ||||||
2025-08-07 | 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 | |||
2025-09-11 | NP | CFGRX - 成长基金股票 | 7,310 | 0.00 | 2,665 | 22.47 | ||||
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 | -0.20 | 4,093 | 20.99 | ||||
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 | ||||
2025-08-26 | NP | PXGOX - PAX GLOBAL OPPORTUNITIES FUND 机构级 | 11,219 | -7.40 | 3,457 | 12.20 | ||||
2025-06-30 | NP | QTR - Global X 纳斯达克 100 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 | 43 | -27.12 | 13 | -29.41 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 4,821 | 1.11 | 1,486 | 22.52 | ||||
2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 | 84,358 | -5.59 | 25,117 | -5.55 | ||||
2025-07-31 | 13F | Lountzis资产管理有限公司 | 44,429 | 0.04 | 13,691 | 7.88 | ||||
2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 6,028 | 0.00 | 1,533 | -15.35 | ||||
2025-07-28 | 13F | 英国全球资产管理公司 | 166,010 | 58.41 | 51 | 96.15 | ||||
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 | 20,527 | -5.49 | 6,325 | 14.50 | ||||
2025-07-29 | NP | JDERX - PGIM JENNISON 中型股成长基金 R 级 | 89,331 | 20.71 | 25,644 | 38.33 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 68,137 | -92.63 | 20,996 | -91.07 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 122,734 | -4.10 | 37,820 | 16.20 | ||||
2025-08-04 | 13F | Robocap资产管理有限公司 | 17,101 | -6.05 | 5,270 | 13.83 | ||||
2025-06-11 | NP | SGGAX - DWS 大盘焦点成长基金 A 类 | 12,835 | -0.53 | 3,821 | -0.49 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 258 | -18.61 | 79 | -1.25 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 4,674 | 6.71 | 1,440 | 29.38 | ||||
2025-06-26 | NP | PRJAX - PGIM Jennison 全球机会基金 A 类 | 465,624 | -6.86 | 138,635 | -6.82 | ||||
2025-08-21 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 65 | -1.52 | 20 | 25.00 | ||||
2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 1,673,377 | -1.03 | 515,651 | 19.92 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 71,203 | 16.15 | 22 | 40.00 | ||||
2025-07-30 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 805 | 0.00 | 231 | 14.93 | ||||
2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 14 | 75.00 | 5 | 150.00 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 9,833 | 467.07 | 3,030 | 520.90 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -1,704 | -74.37 | -525 | -68.95 | |||
2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 13,642 | -3.34 | 3,916 | 10.78 | ||||
2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 12,800 | 0.00 | 4 | 0.00 | ||||
2025-08-11 | 13F | FSA财富管理有限责任公司 | 28 | 0.00 | 9 | 14.29 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 29,211 | 1.51 | 9,001 | 23.00 | ||||
2025-04-29 | 13F | 战略蓝图有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 狮子街顾问有限责任公司 | 1,259 | 12.21 | 388 | 35.79 | ||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 4,035 | -1.44 | 1,243 | 19.40 | ||||
2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 30,376 | -1.67 | 9,360 | 19.14 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 2,485 | -0.64 | 713 | 13.90 | ||||
2025-08-12 | 13F | 战略顾问有限责任公司 | 5,992 | -23.77 | 1,846 | -7.65 | ||||
2025-08-14 | 13F | 富国银行/百万 | 670,746 | 14.06 | 206,690 | 38.20 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 3,872 | 1,112 | ||||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 6,966 | 4.78 | 2,074 | 4.85 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 34 | 0.00 | 10 | 25.00 | ||||
2025-08-05 | 13F | 第四维度财富有限责任公司 | 283 | -19.83 | 87 | -2.25 | ||||
2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 46,342 | -34.63 | 14,280 | -20.79 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 6,111 | -4.23 | 1,883 | 16.09 | ||||
2025-05-22 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 281 | 33.81 | 71 | 12.70 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 40,538 | -6.67 | 12,492 | 13.08 | ||||
2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 50,555 | -0.54 | 15,579 | 20.51 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 3,156 | 19.68 | 973 | 44.64 | ||||
2025-07-10 | 13F | 瑞典银行 | 1,979,920 | 3.37 | 610,112 | 25.24 | ||||
2025-05-29 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 7,488 | -13.95 | 1,904 | -19.25 | ||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 167,999 | -3.86 | 51,769 | 16.49 | ||||
2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 40 | 21.21 | 12 | 22.22 | ||||
2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 91,449 | -27.39 | 27,228 | -19.22 | ||||
2025-08-14 | 13F | 道富银行 | 12,318,585 | 1.42 | 3,795,972 | 22.88 | ||||
2025-08-26 | NP | WPSGX - AB集中成长基金顾问级 | 111,278 | -9.78 | 34,290 | 9.31 | ||||
2025-05-01 | 13F | 安全退休顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | 戴维森·肯普纳资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 达格科公司 | 16 | 0.00 | 5 | 0.00 | ||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 19,936 | -10.92 | 6,143 | 7.94 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 3,237 | -18.69 | 998 | -3.20 | ||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 1,435 | 12.20 | 427 | 12.37 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 96,250 | 4.09 | 29,616 | 25.76 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,031,934 | 1.64 | 317,990 | 23.14 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 49,352 | -34.73 | 15,208 | -20.92 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 1,012 | -21.00 | 312 | -4.31 | ||||
2025-08-12 | 13F | 马丁可利有限公司 | 202,957 | -7.23 | 62,541 | 12.40 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 103,474 | 7.70 | 31,880 | 30.48 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 606 | 136.72 | 187 | 186.15 | ||||
2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 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 | 116,295 | -12.72 | 35,836 | 5.75 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,907 | 1.40 | 896 | 22.77 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 15,658 | 10.60 | 4,825 | 34.03 | ||||
2025-07-25 | NP | USBLX - 增长和税收策略基金 | 2,583 | 0.00 | 742 | 14.53 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 695 | 8.76 | 207 | 8.42 | ||||
2025-08-07 | 13F | 博尼特资本管理有限责任公司 | 80,000 | 24,652 | ||||||
2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 3 | -62.50 | 1 | -100.00 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 41,467 | 4.42 | 12,778 | 26.53 | ||||
2025-06-26 | NP | USNQX - 纳斯达克 100 指数基金 | 121,580 | -0.87 | 36,199 | -0.83 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 66,965 | 6.77 | 20,635 | 29.36 | ||||
2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 79,962 | 104.43 | 24,640 | 147.69 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 3,778 | 1.34 | 1,164 | 22.78 | ||||
2025-07-28 | 13F | 邓克街公司 | 3,523 | -4.58 | 1,086 | 15.67 | ||||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 3 | 1 | ||||||
2025-07-24 | 13F | 鲍德温兄弟公司/马 | 916 | 0.00 | 282 | 21.55 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,108 | -1.34 | 282 | -16.62 | ||||
2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 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 | 333,405 | 0.00 | 95,711 | 14.60 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 2,815 | -8.07 | 1 | |||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 2,825 | 871 | ||||||
2025-08-01 | 13F | 绿色阿尔法顾问有限责任公司 | 2,845 | -5.32 | 877 | 14.66 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 15 | -95.43 | 5 | -95.18 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 5,537 | 0.00 | 1,706 | 21.16 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 274 | 39.09 | 79 | 59.18 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,301 | 5.86 | 401 | 28.21 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 50 | 8.70 | 15 | 7.69 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 30 | 0.00 | 9 | 0.00 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 7 | 133.33 | 2 | |||||
2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 45 | 0.00 | 13 | 0.00 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 46,662 | 69.24 | 14,379 | 105.05 | ||||
2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,362 | 0.00 | 678 | 14.72 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 2,727 | 6.52 | 840 | 29.03 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 700 | 0.00 | 216 | 20.79 | |||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 66,392 | 2.33 | 20,459 | 23.99 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 3,023 | 13.31 | 932 | 37.32 | ||||
2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 3,904 | 1.30 | 1,203 | 22.76 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 8,470 | -4.98 | 2,610 | 15.13 | ||||
2025-07-29 | NP | SPFAX - PGIM JENNISON 聚焦增长基金 A 类 | 123,029 | -4.18 | 35,318 | 9.80 | ||||
2025-08-26 | NP | 贝莱德科技信托 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 | 78,050 | -25.61 | 24,051 | -9.86 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 30,486 | 68.76 | 8,752 | 93.39 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 480 | 12.94 | 148 | 36.11 | ||||
2025-07-25 | NP | USAWX - 世界增长基金股票 | 10,232 | -1.55 | 2,937 | 12.83 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德长期美国股票 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,146 | -41.32 | 341 | -41.31 | ||||
2025-05-14 | 13F | 风险投资远见伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 斯通布鲁克私人公司 | 1,444 | 0.84 | 445 | 21.98 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 863 | -0.23 | 266 | 21.00 | ||||
2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 1,000 | 0.00 | 308 | 21.26 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 54 | 5.88 | 16 | 6.67 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 4,362 | 10.60 | 1,344 | 34.00 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 23,902 | 1.74 | 7,365 | 23.26 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 133,765 | 12.28 | 41,220 | 36.04 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 157,600 | 71.49 | 48,564 | 107.79 | |||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 937 | -45.78 | 289 | -34.40 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 108,500 | 22.05 | 33,434 | 47.88 | |||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 25,709 | -60.75 | 7,922 | -52.44 | ||||
2025-04-17 | 13F | 霍华德贝利证券有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Aspex管理(香港)有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 262,214 | 15.49 | 80,801 | 39.93 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 33 | 6.45 | 10 | 42.86 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 4,443 | 17.01 | 1,369 | 41.87 | ||||
2025-07-28 | 13F | 港口投资公司 | 358 | 17.76 | 110 | 42.86 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 5,003 | 198.15 | 1,542 | 261.74 | ||||
2025-05-15 | 13F | Maytus资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 37 | 0.00 | 11 | 22.22 | ||||
2025-06-26 | NP | XT - iShares 指数技术 ETF | 55,606 | 5.18 | 16,556 | 5.22 | ||||
2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 51,321 | -5.14 | 15,815 | 14.94 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 44 | 14 | ||||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,351 | 5.63 | 416 | 28.00 | ||||
2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 5,275 | 17.40 | 1,342 | -0.59 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - Nasdaq-100® 指数投资组合 | 4,200 | -5.19 | 1,294 | 14.92 | ||||
2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 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 | 373 | 16.20 | 111 | 16.84 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 103,437 | 2.48 | 32 | 24.00 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 7,915 | 8.29 | 2,439 | 31.20 | ||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,758 | 89.44 | 523 | 89.49 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 174,072 | 32.62 | 53,640 | 60.68 | ||||
2025-05-15 | 13F | 基准投资顾问有限责任公司 | 1,670 | -12.11 | 425 | -25.61 | ||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 6,475 | 1,995 | ||||||
2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 40,590 | 2.53 | 12,508 | 24.23 | ||||
2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 1,361 | -3.88 | 391 | 10.17 | ||||
2025-06-26 | NP | USSCX - 科技基金份额 | 3,715 | 0.00 | 1,106 | 0.09 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 2,207 | -5.52 | 680 | 14.31 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 2,100 | 0.00 | 647 | 21.16 | |||
2025-08-13 | 13F | 法国外贸银行 | 47,352 | -50.81 | 14,592 | -39.55 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 4,356 | -10.33 | 1,342 | 8.66 | ||||
2025-08-18 | 13F/A | 野村控股公司 | 3,119 | -80.15 | 961 | -75.94 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 32,410 | -1.47 | 9,987 | 19.39 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 90,913 | -12.38 | 28,016 | 6.17 | ||||
2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 78 | 23 | ||||||
2025-07-21 | 13F | 上升集团有限责任公司 | 1,867 | 33.55 | 575 | 61.97 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 58 | 93.33 | 0 | |||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 33,815 | 0.00 | 10,420 | 21.16 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 5,790 | -1.86 | 1,724 | -1.82 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 16,391 | 75.81 | 5,051 | 112.99 | ||||
2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 22,505 | -6.01 | 7 | 0.00 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 10,596 | 12.98 | 3,265 | 36.90 | ||||
2025-06-26 | NP | JACDX - 约翰汉考克全球环境机会基金 R6 级 | 6,724 | 7.10 | 2,002 | 7.17 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,800 | 1 | ||||||
2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 1,964 | -10.07 | 605 | 9.01 | ||||
2025-06-26 | NP | 贝莱德长期股票基金 - 贝莱德长期股票基金投资者 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 | 261,987 | 13.80 | 78,004 | 13.84 | ||||
2025-03-20 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 1,722 | -19.27 | 513 | -12.93 | ||||
2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,747 | 1.49 | 20,171 | 1.53 | ||||
2025-07-16 | 13F/A | CX 机构 | 1,740 | -5.07 | 1 | |||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 5,280 | 50.34 | 1,627 | 82.19 | ||||
2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 61 | 0.00 | 19 | 20.00 | ||||
2025-05-14 | 13F | ZEGA 投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 41 | -97.28 | 13 | -96.87 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 104,100 | -29.76 | 32,078 | -14.89 | |||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 296,979 | -13.01 | 91,514 | 5.39 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 268,700 | -14.56 | 82,800 | 3.52 | |||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 1,163 | 8.19 | 358 | 31.14 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,041 | -70.55 | 629 | -64.36 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 3,300 | -45.90 | 1,017 | -34.49 | |||
2025-08-11 | 13F | 独立顾问联盟 | 3,086 | -3.44 | 951 | 17.00 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 123,750 | 4.20 | 38,077 | 25.90 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 201,768 | -86.11 | 62,175 | -83.17 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,368 | 16.95 | 1,301 | 17.01 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 16,300 | -18.50 | 5,023 | -1.26 | |||
2025-08-12 | 13F | 博克夫,那 | 36,313 | -17.36 | 11,190 | 0.13 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 103,796 | 0.03 | 31,985 | 21.20 | ||||
2025-06-26 | NP | AGRFX - AB成长基金A类 | 70,673 | 9.28 | 21,042 | 9.33 | ||||
2025-08-12 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 45,651 | -2.33 | 14,067 | 18.34 | ||||
2025-06-27 | NP | TWSMX - 战略配置:中等基金投资者类别 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 | 1,177 | -30.89 | 350 | -30.97 | ||||
2025-06-26 | NP | TGWRX - 泛美大型增长 R | 6,398 | 5.47 | 1,905 | 5.48 | ||||
2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 7 | 0.00 | 2 | 0.00 | ||||
2025-05-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-25 | NP | MFEGX - MFS成长基金A | 1,293,668 | 20.09 | 371,373 | 37.62 | ||||
2025-08-26 | NP | DFDMX - DF Dent 中型成长基金投资者股票 | 31,949 | -0.59 | 9,845 | 20.44 | ||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 771 | 238 | ||||||
2025-07-28 | NP | RWL - Invesco S&P 500 收入 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 | 5,800 | 40.67 | 1,665 | 61.34 | ||||
2025-05-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 阿朱那资本 | 919 | 8.37 | 283 | 31.63 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 818 | -31.83 | 252 | -17.38 | ||||
2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 47,762 | -1.52 | 14,718 | 19.32 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 422 | -26.86 | 126 | -26.90 | ||||
2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 1,738 | 3.82 | 522 | 22.82 | ||||
2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 3,437 | 0.00 | 1,023 | 0.10 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 884 | 272 | ||||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 178,167 | 5.26 | 53,047 | 5.30 | ||||
2025-08-27 | NP | BRGIX - Bridges 投资基金 | 8,000 | 0.00 | 2,465 | 21.19 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 728 | 224 | ||||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -31,463 | -32.56 | -9,695 | -18.29 | |||
2025-07-08 | 13F | SEED 规划集团有限责任公司 | 1,772 | 0.00 | 546 | 21.33 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 3,457 | 14.17 | 1,065 | 38.31 | ||||
2025-06-25 | NP | 安联多元化收益及可转换基金 | 1,304 | -26.91 | 388 | -26.79 | ||||
2025-07-30 | NP | FILFX - 战略顾问国际基金 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 | 59,778 | -27.93 | 17,160 | -17.41 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 40 | 12 | ||||||
2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 1,820 | 14.97 | 561 | 39.30 | ||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 4,122 | 0.00 | 1,270 | 21.18 | ||||
2025-07-30 | 13F | 凤凰控股有限公司 | 6,638 | 138.01 | 2,035 | 186.08 | ||||
2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | Short | -6,135 | 9.55 | -1,827 | 9.60 | |||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 34,674 | 0.60 | 9,270 | 11.03 | ||||
2025-07-08 | 13F | NBC 证券公司 | 2,793 | 0.00 | 1 | |||||
2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 15,501 | 791.89 | 4,615 | 821.16 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 225 | 20.32 | 69 | 46.81 | ||||
2025-06-27 | NP | TWHIX - 传统基金投资者类别 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 | 170,815 | 0.00 | 50,858 | 0.04 | ||||
2025-07-10 | 13F | 安全国家银行 | 45 | 0.00 | 14 | 18.18 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 3,783 | 6.06 | 1,524 | 68.03 | ||||
2025-08-28 | NP | TLCHX - 社会选择股票基金 | 2,829 | 0.57 | 872 | 21.82 | ||||
2025-08-26 | NP | DFDPX - DF Dent Premier 成长基金 | 19,715 | 18.13 | 6,075 | 43.14 | ||||
2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 606,773 | 0.66 | 180,661 | 0.70 | ||||
2025-08-08 | 13F | 账户银行信托部 | 798 | 246 | ||||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 8,949 | -5.31 | 2,758 | 14.73 | ||||
2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 234,123 | -5.25 | 67,210 | 8.58 | ||||
2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 2,389 | 0.55 | 711 | 0.57 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,151 | 83.09 | 971 | 121.97 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,051 | -23.26 | 5,562 | -7.02 | ||||
2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 17,285 | -0.23 | 5,146 | -0.19 | ||||
2025-08-05 | 13F | 埃莱维斯特公司 | 670 | 206 | ||||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 34,787 | 39.26 | 10,720 | 68.72 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 92 | |||||
2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 5,576 | 1,718 | ||||||
2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 1,078 | 5.07 | 0 | |||||
2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 63,862 | -1.69 | 19,679 | 19.12 | ||||
2025-08-13 | 13F | 望远镜资本管理有限公司 | 128,535 | 39,608 | ||||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 26,945 | 0.00 | 8,303 | 21.18 | ||||
2025-07-16 | 13F | 哈特福德投资管理公司 | 16,494 | -1.45 | 5,083 | 19.41 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 702,146 | 3.09 | 216,366 | 24.90 | ||||
2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 291,482 | -0.44 | 89,820 | 20.62 | ||||
2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 1,174 | 0.00 | 362 | 21.14 | ||||
2025-06-26 | NP | AWMIX - CIBC Atlas 中盘股票基金机构类别 | 58,662 | -13.62 | 17,466 | -13.59 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 719 | 7.31 | 222 | 30.00 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,077 | -2.97 | 332 | 17.38 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 46,174 | 3.28 | 13,255 | 18.36 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 1,113 | 29.27 | 343 | 56.62 | ||||
2025-08-28 | NP | XSW - SPDR(R) S&P(R) 软件与服务 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,633 | -17.13 | 3,585 | 0.39 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 3,962 | 4.87 | 1,180 | 4.89 | ||||
2025-08-07 | 13F | PFG顾问 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 213 | -6.17 | 63 | -5.97 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 55,903 | 3.98 | 17,227 | 25.99 | ||||
2025-08-14 | 13F | 高盛集团公司 | 2,173,326 | 39.52 | 669,710 | 69.04 | ||||
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 | 16,889 | 0.00 | 4,848 | 14.61 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 96 | -97.29 | 29 | -97.13 | ||||
2025-08-14 | 13F | 高盛集团公司 | Put | 77,100 | 23,758 | |||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 101 | -9.82 | 31 | 10.71 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 7,336 | 24.49 | 2,261 | 50.87 | ||||
2025-08-26 | NP | 机构投资策略基金 | 20 | 33.33 | 6 | 100.00 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,457 | 0.62 | 449 | 21.74 | ||||
2025-08-14 | 13F | 斯特恩律师事务所 | 12,578 | -6.19 | 3,968 | 16.40 | ||||
2025-08-07 | 13F | 阿米卡互助保险公司 | 2,326 | 1 | ||||||
2025-08-05 | 13F | Versor投资有限公司 | 1,200 | 370 | ||||||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-04 | 13F | 小屋街顾问有限责任公司 | 1,160 | -7.94 | 357 | 11.56 | ||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,189 | 10.40 | 354 | 10.63 | ||||
2025-07-29 | 13F | 私人信托公司 | 863 | -10.75 | 266 | 8.16 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 349,321 | 1.54 | 107,643 | 23.03 | ||||
2025-05-13 | 13F | 克利尔街市场有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 7,042 | 3.45 | 2,170 | 25.30 | ||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 47 | 74.07 | 14 | 133.33 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 2,412 | 1.39 | 692 | 16.30 | ||||
2025-08-04 | 13F | BLB&B 顾问有限公司 | 51,390 | 4.15 | 15,836 | 26.19 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,869 | -10.51 | 884 | 8.47 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 18,856 | 13.32 | 5,810 | 37.32 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 881 | 0.57 | 271 | 22.07 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 2,850 | 0.00 | 878 | 21.27 | ||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺纳斯达克自由现金流成就 ETF | 1,243 | 6.06 | 357 | 21.50 | ||||
2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 10 | 0.00 | 3 | 0.00 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 22 | 0.00 | 7 | 20.00 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 5,357 | -33.19 | 1,651 | -19.08 | ||||
2025-08-13 | 13F | 道奇考克斯 | 246,472 | -0.38 | 75,950 | 20.70 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,541 | 6.20 | 475 | 28.46 | ||||
2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 355,364 | -3.01 | 109,505 | 17.52 | ||||
2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 1,107 | 341 | ||||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,427 | 28.33 | 410 | 36.79 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 168,856 | -2.88 | 52,033 | 17.67 | ||||
2025-03-25 | 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 | 6,381 | -65.96 | 1,899 | -62.15 | ||||
2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 1,822 | 27.95 | 561 | 54.97 | ||||
2025-08-07 | 13F | 阿米卡退休医疗信托基金 | 206 | 0 | ||||||
2025-08-14 | 13F | 索拉投资者有限公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Global X 日本株式会社 | 37 | 11 | ||||||
2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 11,942 | -29.82 | 3,680 | -14.98 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 7,700 | 381.25 | 2,373 | 484.24 | |||
2025-08-29 | 13F | 全面投资管理公司 | 35 | 11 | ||||||
2025-08-12 | 13F | 摩根大通公司 | Put | 4,700 | 840.00 | 1,448 | 1,040.16 | |||
2025-08-12 | 13F | 摩根大通公司 | 4,272,611 | 16.46 | 1,316,624 | 41.11 | ||||
2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 20,120 | -7.58 | 6,200 | 11.98 | ||||
2025-08-14 | 13F | 赛科斯特管理有限公司 | 13,271 | 4,089 | ||||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 119,309 | 2.52 | 36,765 | 24.21 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 99,014 | 0.86 | 30,511 | 22.21 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 226,570 | -15.55 | 69,818 | 2.32 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 31,309 | -1.82 | 9,648 | 18.95 | ||||
2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 1,093 | 337 | ||||||
2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 27 | -12.90 | 8 | 14.29 | ||||
2025-05-23 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 1,428 | -40.75 | 363 | -8.33 | ||||
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 | 797 | -7.00 | 237 | -7.06 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 70,000 | 3.86 | 22 | 23.53 | |||
2025-07-16 | 13F | 诺维姆集团 | 3,347 | -17.70 | 1,031 | -0.29 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 27,600 | -57.99 | 9 | -50.00 | |||
2025-08-05 | 13F | 西区投资管理公司 | 422 | 5.50 | 131 | 26.21 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 271 | 40.41 | 84 | 69.39 | ||||
2025-08-27 | NP | TLVAX - Timothy 大/中型价值基金 A 类 | 19,530 | -7.23 | 6,018 | 12.42 | ||||
2025-07-08 | 13F | E. Ohman J:或资产管理公司 | 11,665 | -2.79 | 3,595 | 17.80 | ||||
2025-08-14 | 13F | 胡德河资本管理有限责任公司 | 28,542 | 4.35 | 8,795 | 26.44 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 265,279 | 1.37 | 81,746 | 22.82 | ||||
2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 138,736 | 0.68 | 42,751 | 21.99 | ||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 44,449 | -1.98 | 13,697 | 18.75 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 5,380 | 72.66 | 1,658 | 109.22 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 5,176 | 7.07 | 1,595 | 29.70 | ||||
2025-06-13 | NP | GXXAX - 安本美国多股股票基金(原安本美国股票基金)A 类 | 31,469 | 0.00 | 9,370 | 0.04 | ||||
2025-07-15 | 13F | 媒体 Pno 行业养老基金 | 52,500 | 0.00 | 14 | 8.33 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 523,132 | 34.85 | 161,151 | 63.35 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 490,276 | 0.75 | 151,079 | 22.07 | ||||
2025-07-10 | 13F | 红鹰财富顾问公司 | 12,890 | 10.71 | 3,972 | 34.14 | ||||
2025-07-24 | 13F | JNBA财务顾问 | 318 | -55.34 | 98 | -46.41 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 87 | 0.00 | 26 | 0.00 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 5,158 | 1.62 | 1,589 | 23.18 | ||||
2025-08-12 | 13F | 霍尔德内斯投资公司 | 3,400 | 0.00 | 1,048 | 21.18 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 中型成长系列初始类别 | 15,127 | 18.78 | 4,661 | 43.95 | ||||
2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 马塞科律师事务所 | 13 | 4 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 567 | 7.79 | 175 | 30.83 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 2,001 | 38.29 | 617 | 67.39 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 2,306 | -9.14 | 711 | 10.08 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 3,936 | 38.06 | 1,213 | 67.40 | ||||
2025-08-06 | 13F | 贝利·吉福德公司 | 40,721 | -4.90 | 12,548 | 15.24 | ||||
2025-05-08 | 13F | 特雷杰·AP-丰登 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,336 | 1,336 | ||||||
2025-08-22 | NP | FMAGX - 富达麦哲伦基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,126,729 | -2.75 | 655,352 | 17.83 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 16,524 | 284.73 | 5,092 | 366.21 | ||||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 62 | 8.77 | 19 | 35.71 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 38,457 | -5.91 | 11,851 | 14.01 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 134 | 0.00 | 41 | 20.59 | ||||
2025-07-22 | 13F | 谷国家顾问公司 | 228 | 101.77 | 0 | |||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 101 | 0.00 | 31 | 24.00 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 160,544 | -1.87 | 49,472 | 18.89 | ||||
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 | 125,333 | 1.32 | 37,317 | 1.36 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 8,410 | 6.24 | 2,591 | 28.71 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 33,485 | -0.80 | 10,318 | 20.20 | ||||
2025-07-25 | 13F | CWM有限公司 | 12,247 | 69.04 | 4 | 200.00 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 2,815,655 | -2.86 | 867,609 | 16.60 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 2,540 | -2.94 | 783 | 17.59 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 376,463 | 17.54 | 116,007 | 42.42 | ||||
2025-08-04 | 13F | 财务规划中心有限公司 | 325 | 0.00 | 100 | 21.95 | ||||
2025-07-22 | 13F | 净值顾问小组 | 2,547 | -2.97 | 785 | 17.54 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 50,000 | 0 | |||||
2025-03-27 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 440 | -45.00 | 131 | 7.44 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 1,791 | 85.60 | 552 | 124.90 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 47,409 | -0.11 | 14,609 | 21.04 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 733 | 226 | ||||||
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 | 10 | 25.00 | 3 | 0.00 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 18,138 | 7.73 | 5,207 | 23.45 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 93,622 | 28,850 | ||||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 61 | -24.69 | 18 | -25.00 | ||||
2025-05-15 | 13F | Kodai资本管理有限责任公司 | 21,764 | -31.88 | 5,535 | -42.34 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 1,201 | -2.36 | 370 | 18.59 | ||||
2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 312 | -14.05 | 93 | -14.81 | ||||
2025-05-14 | 13F | Axiom 国际投资有限公司 /de | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 西北互助投资管理公司 | 17,494 | 14.77 | 5,391 | 39.06 | ||||
2025-08-13 | 13F | 奥西亚姆 | 128,521 | -37.05 | 39,604 | -23.73 | ||||
2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 戴维环球基金管理有限公司 | 2,625 | 0.00 | 809 | 21.14 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 9,719 | 13.71 | 2,995 | 37.78 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 99,492 | 74.18 | 30,658 | 111.04 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 26,500 | 381.82 | 8,166 | 484.05 | |||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 6,700 | 103.03 | 2,065 | 146.01 | |||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 96,000 | 29.55 | 29,299 | 54.04 | |||
2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 195,557 | 0.00 | 58,225 | 0.04 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 160,800 | 85.90 | 49,076 | 121.03 | |||
2025-07-31 | 13F | Rational 顾问有限公司 | 72 | 22 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 1,124 | 343 | ||||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 39 | 0.00 | 14 | 55.56 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 23,900 | 2,887.50 | 7,365 | 3,527.59 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 2,200 | 57.14 | 678 | 90.17 | |||
2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 847 | -8.43 | 261 | 11.06 | ||||
2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 19,113 | 125.47 | 5,691 | 125.61 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 30,019 | 3,046.65 | 9,250 | 3,722.31 | ||||
2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 502,524 | -3.48 | 154,853 | 16.94 | ||||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 2,397 | 1 | ||||||
2025-07-14 | 13F | 霍伊投资公司 | 210 | 0.00 | 65 | 20.75 | ||||
2025-08-08 | 13F | Impax资产管理集团有限公司 | 463,933 | -8.86 | 142,020 | 10.38 | ||||
2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 49,871 | -6.49 | 14,849 | -6.46 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 1,200 | 370 | |||||
2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 7,594 | -2.75 | 2,340 | 17.82 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 745 | 230 | ||||||
2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 1,349 | -11.48 | 416 | 7.24 | ||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 11,739 | 4.86 | 3,495 | 4.92 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 5,976 | -0.90 | 2 | 0.00 | ||||
2025-05-09 | 13F | Altfest LJ & Co 公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 16,629 | 72.46 | 5,124 | 108.97 | ||||
2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 1,006 | 0.10 | 310 | 21.18 | ||||
2025-08-11 | 13F | 西太平洋银行 | 2,387 | -7.70 | 736 | 11.87 | ||||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 4,612 | 31.70 | 1,324 | 50.86 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 1,735 | 29.77 | 535 | 57.06 | ||||
2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 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 | 76,858 | 773.09 | 22,884 | 773.73 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 195,187 | -2.22 | 60,147 | 18.48 | ||||
2025-08-14 | 13F | 货币管理集团公司 | 3,060 | 0.00 | 943 | 21.08 | ||||
2025-08-08 | 13F | 财富联盟 | 650 | 200 | ||||||
2025-08-12 | 13F | 改变路径有限责任公司 | 6,095 | 1.16 | 1,878 | 22.58 | ||||
2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 9,377 | -0.77 | 2,890 | 20.22 | ||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 313,855 | -2.24 | 93,447 | -2.21 | ||||
2025-08-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 5,556 | 123.67 | 1,712 | 171.32 | ||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 1,006,522 | 1.67 | 299,682 | 1.71 | ||||
2025-08-22 | NP | FLCNX - 富达对冲基金 K6 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 | 140,365 | -4.55 | 43,253 | 15.64 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 39,747 | -3.91 | 12,248 | 16.44 | ||||
2025-06-25 | NP | ASLV - Allspring 特别大价值 ETF | 11,756 | 3,500 | ||||||
2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock International 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 | 7,083 | -16.05 | 1,801 | -28.93 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 47 | 4.44 | 14 | 27.27 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 191,693 | 4.11 | 59,070 | 26.14 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 13,900 | 24.11 | 4,283 | 50.39 | |||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 24,717 | -0.87 | 7,096 | 13.59 | ||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 540 | 0.00 | 166 | 21.17 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 12,013 | 24.49 | 3,702 | 50.81 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 49,912 | 38.31 | 14,622 | 59.30 | ||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 2,050 | -5.27 | 632 | 14.73 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | 1,277 | 2.57 | 394 | 24.37 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 17,700 | 637.50 | 5,454 | 794.10 | |||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 1,446 | -78.98 | 446 | -74.56 | ||||
2025-08-13 | 13F | 大纪元投资伙伴公司 | 69,795 | -6.48 | 21,507 | 13.31 | ||||
2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 43,164 | -51.73 | 13,301 | -41.52 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 610,062 | 3.93 | 187,990 | 25.92 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 3,733 | 69.45 | 1,150 | 105.36 | ||||
2025-08-14 | 13F | 科图管理有限公司 | 707,937 | -27.08 | 218,151 | -11.64 | ||||
2025-03-26 | NP | IETC - iShares Evolved 美国科技 ETF | 28,504 | 37.88 | 8,483 | 48.62 | ||||
2025-07-24 | 13F | 科斯特洛资产管理公司 | 100 | 0.00 | 31 | 20.00 | ||||
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 | 3,460,091 | 0.73 | 993,288 | 15.44 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 9,537 | 9.34 | 2,939 | 32.46 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 3,700 | 1,140 | |||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 7,157 | 3.98 | 2,205 | 26.00 | ||||
2025-07-23 | 13F | Avantra 家庭财富有限公司 | 1,460 | -0.95 | 450 | 20.05 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 2,798 | -80.84 | 862 | -80.81 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 2,211 | 338.69 | 635 | 340.28 | ||||
2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 莱迪思资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 4,000 | 17.65 | 1,191 | 27.00 | ||||
2025-08-14 | 13F | 山顶控股公司 | 2,259 | 0.40 | 696 | 21.68 | ||||
2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金:A 类 | 976 | 13.89 | 280 | 30.84 | ||||
2025-07-25 | NP | MRSAX - MFS 研究国际基金 A | 680,907 | -3.41 | 195,468 | 10.69 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 897 | 277 | ||||||
2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 907 | 130.79 | 270 | 132.76 | ||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 33,775 | 0.00 | 10,408 | 21.17 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 23,970 | -7.21 | 7,386 | 12.44 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 2,000 | 616 | ||||||
2025-08-28 | 13F | 汇添富资产管理有限公司 | 9,599 | 16.07 | 2,958 | 40.61 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 5,215 | -1.40 | 1,607 | 19.48 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 176 | 203.45 | 54 | 285.71 | ||||
2025-04-22 | 13F | PFG 投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 加州公务员退休制度 | 448,561 | -29.89 | 138,224 | -15.05 | ||||
2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 3,078 | 61.66 | 948 | 95.87 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 5,539 | 0.60 | 1,590 | 15.30 | ||||
2025-06-26 | NP | UIVRX - MFS 内在价值基金 R6 | 246 | -23.12 | 73 | -23.16 | ||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 84,115 | -5.16 | 25,920 | 14.91 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,514 | 2.57 | 1,391 | 24.22 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 16,197 | 4.54 | 4,991 | 26.68 | ||||
2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 1,003 | -1.18 | 309 | 19.77 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 33,500 | 18.79 | 10,323 | 43.93 | |||
2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 13,388 | 1.63 | 3,985 | 13.02 | ||||
2025-08-11 | 13F | 斯通里奇投资合伙公司 | 3,001 | 1 | ||||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 56,600 | -46.85 | 17,441 | -35.61 | |||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 1,278 | 5.27 | 394 | 27.60 | ||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 60 | -45.45 | 18 | -33.33 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 759 | 234 | ||||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 3,999 | -60.52 | 1,232 | -52.16 | ||||
2025-06-25 | NP | WGFCX - 富国银行成长基金 C 类 | 94,652 | -55.28 | 28,182 | -55.27 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 337 | 4.98 | 97 | 20.00 | ||||
2025-05-15 | 13F | Ranger投资管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 6,500 | 0.00 | 2,003 | 21.11 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 59 | 18 | ||||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 11,986 | -0.36 | 3,693 | 20.73 | ||||
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 | 323,574 | 8.32 | 96,341 | 8.37 | ||||
2025-08-14 | 13F | 瑞银奥康纳有限公司 | 26,400 | -30.53 | 8,135 | -30.43 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 3,684 | -47.32 | 1,135 | -36.16 | ||||
2025-08-13 | 13F | 绿丰资产管理有限公司 | 963 | 16.87 | 297 | 41.63 | ||||
2025-07-07 | 13F | M & L资本管理有限公司 | 38,500 | 0.00 | 11,864 | 21.17 | ||||
2025-05-12 | 13F | 船尾福赛斯和索伯有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | PARNX - Parnassus 基金投资者股票 | 51,321 | -5.14 | 15,815 | 14.94 | ||||
2025-08-28 | NP | ALVOX - 阿尔杰资本增值投资组合 S 级 | 6,415 | -54.91 | 1,977 | -45.38 | ||||
2025-08-04 | 13F | 联合银行 | 59,538 | 2.26 | 18 | 28.57 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 5,155 | 4.59 | 1,589 | 26.74 | ||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 3,173 | -0.84 | 978 | 20.17 | ||||
2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,108 | 12.03 | 318 | 28.74 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 99,451 | 3.71 | 30,646 | 25.66 | ||||
2025-05-27 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 28,086 | -18.08 | 7,143 | -30.66 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 6,308 | 31.42 | 1,944 | 34.74 | ||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 1,602 | 20.91 | 494 | 46.73 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 931 | 145.00 | 277 | 145.13 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 1,170 | 14.59 | 348 | 14.85 | ||||
2025-04-29 | 13F | 费尔威财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index 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 | 15,201 | -1.39 | 4,684 | 19.49 | ||||
2025-08-13 | 13F | 河公园顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,249 | 16.84 | 10,693 | 33.90 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 12,979 | 2.71 | 3,999 | 24.46 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 11 | 266.67 | 3 | |||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 67,821 | 19.37 | 20,899 | 46.42 | ||||
2025-07-25 | NP | UTMAX - 目标管理配置基金 | 2,792 | -6.53 | 801 | 7.09 | ||||
2025-07-24 | NP | BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. 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 | 158,296 | -7.88 | 45,442 | 5.57 | ||||
2025-07-15 | 13F | 贾里斯洛斯基,弗雷泽有限公司 | 306,107 | 3.37 | 94,327 | 25.24 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 4,317 | 14.18 | 1,526 | 33.63 | ||||
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 | 20,307 | -28.83 | 6,046 | -28.80 | ||||
2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 1,272 | 0.00 | 392 | 21.05 | ||||
2025-07-28 | NP | VCSTX - 科学技术基金 | 118,917 | -13.60 | 34,138 | -0.99 | ||||
2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 7,418 | 5.46 | 2,286 | 27.80 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 126 | -0.79 | 39 | 18.75 | ||||
2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 3,574 | 10.75 | 1,101 | 34.27 | ||||
2025-07-09 | 13F | 罗斯金融合作伙伴有限责任公司 | 700 | 216 | ||||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | Short | -59 | -0.00 | -18 | 20.00 | |||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 4,258 | 1,312 | ||||||
2025-07-24 | NP | ARAAX - Horizon Active Risk Assist 基金顾问类 | 3,129 | 3.40 | 898 | 18.47 | ||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 1,376 | -7.22 | 410 | -7.26 | ||||
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 | 434 | -6.87 | 129 | 0.78 | ||||
2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 1,956 | 0.00 | 562 | 14.72 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 375 | -12.79 | 116 | 5.50 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 13,499 | 1.09 | 4,160 | 22.47 | ||||
2025-08-14 | 13F | 贝恩资本公共股权有限合伙人 | 25,157 | 7,752 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 53,705 | 23.15 | 15,990 | 23.20 | ||||
2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 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 | 50,814 | 1.99 | 15,658 | 23.57 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 143 | 95.89 | 44 | 144.44 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 798 | 246 | ||||||
2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 2,330 | -47.87 | 718 | -36.88 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 3,662 | 4.54 | 1,128 | 26.74 | ||||
2025-08-11 | 13F | 文艺复兴集团有限公司 | 113,797 | -2.61 | 35,067 | 18.00 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 8,220 | 9.11 | 2,533 | 32.20 | ||||
2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | Put | 3,000 | 0.00 | 924 | 21.26 | |||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 1,867,861 | 2.31 | 536,207 | 17.24 | ||||
2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 38,405 | -11.37 | 11,435 | -11.34 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 17,693 | 0.24 | 5,268 | 0.29 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 7,749 | 2,388 | ||||||
2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 3,866 | -1.13 | 1,191 | 19.82 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 17 | 5 | ||||||
2025-08-13 | 13F | 纽约州共同退休基金 | 405,718 | -0.63 | 125 | 21.36 | ||||
2025-07-24 | NP | HASAX - Horizon 主动资产配置基金顾问级 | 435 | -89.35 | 125 | -87.88 | ||||
2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 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 | 5,481 | -15.95 | 1,689 | 1.81 | ||||
2025-08-14 | 13F | Df Dent & Co 公司 | 426,349 | 6.33 | 131,380 | 28.84 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 681 | 1,209.62 | 203 | 1,246.67 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,793,835 | -44.17 | 555,066 | -30.89 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 131 | 40 | ||||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 36 | 0.00 | 11 | 0.00 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 14,587 | 5.48 | 4,495 | 27.78 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | 944 | 291 | ||||||
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 | 133,713 | 2.80 | 41,204 | 24.55 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,922 | 592 | ||||||
2025-07-18 | 13F | PGGM 投资 | 171,972 | 53 | ||||||
2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 8,969 | 16.72 | 2,764 | 41.40 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 88,307 | -0.19 | 27,212 | 20.93 | ||||
2025-07-29 | 13F | 进步投资管理公司 | 14,483 | -1.27 | 4,463 | 19.62 | ||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 678 | 209 | ||||||
2025-06-27 | NP | ACFOX - 专注动态增长基金投资者类别 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 | 158,389 | 25.32 | 47,159 | 25.37 | ||||
2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 2,488 | -11.11 | 767 | 7.74 | ||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 2 | 1 | ||||||
2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-02 | 13F | Wsfs 资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | ZRC财富管理有限公司 | 83 | 0.00 | 26 | 19.05 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 53,209 | 17.14 | 15,275 | 34.24 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 1,616 | -0.19 | 498 | 20.92 | ||||
2025-08-01 | 13F | 克拉克资产管理有限公司 | 6,624 | -10.58 | 2,041 | 8.33 | ||||
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 | 588,004 | 20.09 | 175,072 | 20.14 | ||||
2025-08-12 | 13F | 德国商业银行 | 99,648 | 20.27 | 31 | 42.86 | ||||
2025-08-07 | 13F | 荷宝瑞士股份公司 | 20,000 | -5.21 | 6,163 | 14.85 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 17,192 | -2.03 | 4,372 | -17.07 | ||||
2025-08-18 | NP | 科图创新战略基金 | 16,549 | 5,100 | ||||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 2,142 | -9.92 | 660 | 9.27 | ||||
2025-07-17 | 13F | 詹尼资本管理有限公司 | 840 | -34.17 | 0 | |||||
2025-08-12 | 13F | 恒线顾问公司 | 524,122 | -0.09 | 161,508 | 21.06 | ||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 765 | 0.00 | 236 | 21.13 | ||||
2025-05-12 | 13F | 经验资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 18 | 0.00 | 6 | 25.00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,511 | 81.80 | 5,405 | 117.77 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 98,393 | 12.68 | 30 | 36.36 | ||||
2025-07-07 | 13F | HMS 资本管理有限责任公司 | 4,502 | -4.13 | 1,387 | 26.32 | ||||
2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 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 | 61,835 | -10.27 | 19,054 | 8.72 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 170 | 45.30 | 52 | 79.31 | ||||
2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | DJE 资本管理公司 | 12,484 | 3,848 | ||||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 2,072 | -0.34 | 638 | 20.83 | ||||
2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 2,874 | -2.18 | 886 | 18.47 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | Call | 900 | 277 | |||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 1,986 | -8.61 | 612 | 10.69 | ||||
2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 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 | 14,057 | -0.76 | 4,332 | 20.24 | ||||
2025-06-30 | NP | PEXL - Pacer 美国出口领袖 ETF | 1,708 | -9.44 | 509 | -9.45 | ||||
2025-07-16 | 13F | 西科资本有限责任公司 | 1 | 0.00 | 0 | |||||
2025-08-26 | NP | IVRS - iShares Future Metaverse 科技与通信 ETF | 844 | -15.52 | 260 | 2.36 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 23 | 7 | ||||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 8,417 | 31.07 | 2,594 | 58.79 | ||||
2025-07-01 | 13F | 公园国家公司/哦/ | 123,407 | -2.49 | 38,028 | 18.15 | ||||
2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 702 | -11.70 | 179 | -25.21 | ||||
2025-06-26 | NP | FFLG - 富达增长机会 ETF | 12,483 | 8.96 | 3,717 | 9.01 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 26,604 | -0.12 | 8,198 | 21.02 | ||||
2025-07-25 | NP | ABPAX - AB 保守财富策略 A 级 | 3,117 | -33.14 | 895 | -23.39 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | Put | 20 | 0 | |||||
2025-05-05 | 13F | 双创资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-21 | NP | MNCSX - 美世非美国核心股票基金 I 类 | 11,725 | -34.80 | 3,613 | -20.99 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 27,095 | 88.87 | 8,349 | 128.87 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 7 | 0.00 | 2 | 100.00 | ||||
2025-08-08 | 13F | 史密斯菲尔德信托公司 | 1,520 | 0.00 | 0 | |||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 1,458 | 0.00 | 434 | 7.71 | ||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 5,157 | 52.12 | 1,589 | 84.34 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 3,120 | 1.30 | 961 | 5.37 | ||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 329 | 0.00 | 101 | 21.69 | ||||
2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 27,032 | 5.37 | 7,760 | 20.76 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 209 | 6.09 | 64 | 28.00 | ||||
2025-08-05 | 13F | 核心另类资本 | 5 | 0.00 | 2 | 0.00 | ||||
2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 11,771 | -4.35 | 3,627 | 15.92 | ||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 2,112 | 0.00 | 651 | 21.04 | ||||
2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,019 | 0.59 | 293 | 15.42 | ||||
2025-07-18 | 13F | 丰和基金管理有限公司有限公司 | 69,300 | 21,355 | ||||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 742 | 68.25 | 213 | 93.64 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 40,993 | -0.34 | 12,632 | 20.74 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 233,633 | -17.44 | 71,997 | 0.04 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,975 | -6.44 | 609 | 13.43 | ||||
2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 1,623 | 46.22 | 500 | 77.30 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation 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 | 5,626 | -18.70 | 1,734 | -1.48 | ||||
2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 10,926 | 39.83 | 3,137 | 60.25 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 7,038 | 4.25 | 2,169 | 6.90 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 68 | -15.00 | 21 | 0.00 | ||||
2025-07-23 | 13F | BankPlus 信托部 | 37 | 0.00 | 11 | 22.22 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 809 | -0.98 | 0 | |||||
2025-07-25 | NP | CTCAX - 哥伦比亚全球科技增长基金 A 类 | 82,871 | -2.62 | 23,790 | 11.60 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 5,094 | -6.75 | 1,570 | 12.96 | ||||
2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 4,500 | -4.26 | 1,387 | 15.98 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 6 | 2 | ||||||
2025-05-16 | 13F/A | 亚特兰大咨询集团顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 1,042 | 32.23 | 321 | 60.50 | ||||
2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 166,812 | -61.06 | 51,403 | -52.82 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,309 | 0.15 | 403 | 21.39 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 5,072 | 5.71 | 1,563 | 28.03 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,005 | 8.65 | 310 | 31.49 | ||||
2025-07-11 | 13F | 多元化信托公司 | 939 | 9.31 | 289 | 32.57 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 79 | -9.20 | 24 | 9.09 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 130,298 | 5.69 | 40,151 | 28.06 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 63,980 | -52.63 | 19,715 | -42.60 | ||||
2025-08-14 | 13F | EDENTREE资产管理有限公司 | 6,233 | 0.00 | 1,920 | 21.15 | ||||
2025-08-14 | 13F | 雕塑家资本有限合伙人 | 124,200 | -29.11 | 38,272 | -14.11 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 14,655 | 9.88 | 4,516 | 33.15 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 7,681 | 0.08 | 2,358 | 19.51 | ||||
2025-08-22 | NP | MSHPX - 永久性投资组合类别 IS | 15 | 0.00 | 5 | 33.33 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 6,164 | -0.21 | 1,899 | 20.96 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 57,968 | -3.47 | 18,014 | 17.93 | ||||
2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 1,572 | -6.54 | 484 | 13.35 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 2,526 | 35.30 | 778 | 64.14 | ||||
2025-08-08 | 13F | KBC 集团 | 132,236 | 7.73 | 41 | 29.03 | ||||
2025-08-11 | 13F | 沃杜州银行 | 12,192 | -5.17 | 4 | 0.00 | ||||
2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 1,225 | 0.91 | 377 | 22.40 | ||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 926 | 24.13 | 285 | 50.79 | ||||
2025-08-05 | 13F | 关键金融公司 | 129 | 174.47 | 40 | 254.55 | ||||
2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 2,595 | -0.04 | 800 | 21.06 | ||||
2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 1,741 | -9.04 | 536 | 10.29 | ||||
2025-07-24 | 13F | 生动财富管理有限责任公司 | 8,733 | 0.77 | 2,691 | 22.10 | ||||
2025-08-14 | 13F | 贝恩资本公共股权管理有限公司 | 423,606 | 130,534 | ||||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 826 | -0.12 | 255 | 20.95 | ||||
2025-08-26 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 1,650 | -64.62 | 508 | -57.13 | ||||
2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 8,738 | 0.00 | 2,602 | 0.04 | ||||
2025-07-29 | 13F | 地区金融公司 | 9,872 | -1.56 | 3,042 | 19.29 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 219,231 | 4.43 | 67,556 | 26.52 | ||||
2025-08-07 | 13F/A | 工商信用 | 3,998 | 1,232 | ||||||
2025-04-25 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 300 | 0.00 | 75 | -18.48 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 187 | -11.37 | 58 | 7.55 | ||||
2025-08-07 | 13F/A | 工商信用 | Put | 7,500 | 2,311 | |||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 2,626 | 809 | ||||||
2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 219 | 0.00 | 65 | 0.00 | ||||
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 | 67,092 | -1.06 | 19,976 | -1.02 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 954,414 | 29.71 | 294 | 57.22 | ||||
2025-07-22 | NP | DIEFX - 目的地国际股票基金 I 类 | 4,984 | -49.12 | 1,431 | -41.70 | ||||
2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 358 | 4.99 | 110 | 27.91 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 237 | 157.61 | 73 | 217.39 | ||||
2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 18,467 | 0.00 | 5,691 | 21.17 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 78,823 | -0.63 | 24,289 | 20.40 | ||||
2025-07-17 | 13F | 绿叶信托 | 5,531 | -4.67 | 1,704 | 15.53 | ||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 2,294 | 531.96 | 707 | 667.39 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 51 | -58.20 | 13 | -66.67 | ||||
2025-08-28 | NP | 景顺Qqq信托,系列1 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 | 5,633,677 | -0.20 | 1,736,018 | 20.92 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 1,921 | 73.53 | 592 | 110.32 | ||||
2025-08-14 | 13F | 克拉夫资本合伙公司 | Call | 5,994 | 2 | |||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 26,282 | 0.92 | 8,099 | 22.27 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 65,190 | -8.35 | 18,714 | 5.03 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -13,319 | -40.26 | -4,104 | -27.62 | |||
2025-08-07 | 13F | Montag A & Associates 公司 | 1,425 | -9.92 | 439 | 9.20 | ||||
2025-07-24 | NP | FDEGX - 富达增长策略基金 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 | 42,423 | 0.00 | 12,178 | 14.61 | ||||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 2,233 | 1.32 | 641 | 16.12 | ||||
2025-08-11 | 13F | 科特兰山资本管理有限公司 | 897 | 3.70 | 276 | 22.67 | ||||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 412 | -4.85 | 127 | 14.55 | ||||
2025-06-18 | NP | NWHOX - 国家贝拉德科技科学基金A类 | 13,663 | 0.00 | 4,068 | 0.05 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 833 | 1.22 | 257 | 22.49 | ||||
2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 3 | 0.00 | 1 | |||||
2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 1,276 | 8.69 | 393 | 31.88 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 206,607 | -5.56 | 63,666 | 14.42 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 23,742 | 4.42 | 7,069 | 4.46 | ||||
2025-07-10 | 13F | 信任点公司 | 1,065 | 4.31 | 328 | 26.64 | ||||
2025-08-06 | 13F | 荷兰集团 | 48,439 | 14,926 | ||||||
2025-06-26 | NP | USAUX - 积极增长基金股票 | 98,968 | -1.13 | 29,467 | -1.09 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 278 | 86 | ||||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 195,773 | 1.82 | 60,327 | 23.37 | ||||
2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 1,053 | -45.47 | 314 | -45.47 | ||||
2025-08-13 | 13F | 泰康资产管理(香港)有限公司 | 18,279 | -13.32 | 5,633 | 5.02 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 189 | 10.53 | 58 | 34.88 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 420 | 5.26 | 129 | 12.17 | ||||
2025-08-12 | 13F | 地平线金融服务有限公司 | 12 | 71.43 | 4 | 200.00 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 793 | 38.39 | 244 | 68.28 | ||||
2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 256,589 | 0.01 | 79,068 | 21.17 | ||||
2025-08-13 | 13F | 福拉资本有限责任公司 | 3,542 | 1,091 | ||||||
2025-08-13 | 13F | 金沙资本管理有限公司 | 308,191 | 1.14 | 94,969 | 22.54 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 11,522 | -0.55 | 3,551 | 20.50 | ||||
2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 22,425 | 0.00 | 6,910 | 21.16 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 20,825 | -0.15 | 6,417 | 20.98 | ||||
2025-08-07 | 13F | 退休解决方案公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 3,993 | -4.06 | 1,230 | 16.26 | ||||
2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 4,584 | 385.59 | 1,413 | 381.91 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 316,918 | -9.01 | 97,658 | 10.24 | ||||
2025-08-26 | NP | Ivy可变保险组合-Ivy VIP科技II级 | 45,439 | -10.43 | 14,002 | 8.53 | ||||
2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 4 | 0.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 1,257 | 0.00 | 387 | 21.32 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 1,556 | -81.55 | 479 | -77.90 | ||||
2025-08-13 | 13F | 伯比斯资本管理有限公司 | 585 | 13.59 | 180 | 38.46 | ||||
2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 1,623 | 46.22 | 500 | 77.30 | ||||
2025-08-14 | 13F | 农林中金银行 | 23,552 | 9.70 | 7,258 | 32.91 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 711 | 0 | ||||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 3,013 | 7.42 | 928 | 30.15 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 968 | -5.28 | 246 | -19.87 | ||||
2025-05-15 | 13F | 帕洛玛合伙人管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 1,003 | 16.09 | 309 | 41.10 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 2,810 | 117.16 | 866 | 162.92 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 6,738 | -12.92 | 2,076 | 5.49 | ||||
2025-08-27 | NP | WSTRX - 常春藤科技基金R级 | 395,516 | -12.46 | 121,878 | 6.06 | ||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 4,394 | 1,354 | ||||||
2025-07-17 | 13F | 西德卢瑟福有限公司 | 9,266 | 3.17 | 2,855 | 20.31 | ||||
2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 260 | 0.00 | 75 | 13.85 | ||||
2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 390 | -2.50 | 112 | 11.00 | ||||
2025-06-27 | NP | AACRX - 战略配置:保守基金 R 级 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 | 450 | 0.00 | 134 | 0.00 | ||||
2025-07-10 | 13F | 巴德尔银行 | 22,925 | -9.38 | 7,055 | 10.06 | ||||
2025-08-01 | 13F | 橡树林资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 6,552 | -2.90 | 2,019 | 17.60 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 752 | 3.01 | 237 | 8.72 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 3,254 | 17.35 | 1,003 | 42.13 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 64 | 19 | ||||||
2025-08-08 | 13F | Mv 资本管理公司 | 304 | 0.33 | 94 | 20.78 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 1,335 | -78.87 | 411 | -74.41 | ||||
2025-07-15 | 13F | 密苏里信托投资公司 | 121 | 21.00 | 37 | 48.00 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 14,500 | 57.61 | 4,468 | 91.02 | |||
2025-04-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 3,917 | 34.01 | 981 | 9.49 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,467 | 8.27 | 452 | 31.40 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 46 | 9.52 | 14 | 8.33 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 1,057,759 | 1.97 | 325,948 | 23.54 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 138,795 | 9.09 | 42,770 | 32.18 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 1 | ||||||
2025-08-04 | 13F | 沙漠互利管理员 | 98 | 0.00 | 30 | 25.00 | ||||
2025-08-27 | NP | PLBEX - Plumb 股票基金 | 2,000 | 33.33 | 616 | 61.68 | ||||
2025-08-13 | 13F | 阿蒙迪 | 1,689,596 | 17.54 | 513,697 | 43.13 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 981 | -19.52 | 302 | -2.58 | ||||
2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 627 | 187 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,788 | 551 | ||||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 311,000 | 29.80 | 95,835 | 57.27 | |||
2025-07-28 | 13F | 双树管理有限公司 | Call | 220,000 | 1,347.37 | 67,793 | 1,654.00 | |||
2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 239 | -4.40 | 74 | 15.87 | ||||
2025-08-12 | 13F | 桑德希尔资本合伙公司 | 133,347 | -29.61 | 41,091 | -14.71 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,421 | 70.37 | 1,019 | 70.52 | ||||
2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 664 | 205 | ||||||
2025-06-18 | NP | GGEAX - 全国全球可持续股票基金 A 类 | 16,340 | 7.76 | 4,865 | 7.80 | ||||
2025-08-28 | NP | AIVC-扩大全球云技术ETF | 1,859 | 0.00 | 573 | 21.19 | ||||
2025-06-26 | NP | FBCGX - 富达蓝筹成长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 | 4,900 | 27.41 | 1,459 | 37.55 | ||||
2025-07-22 | 13F | 铁马财富管理有限公司 | 32 | 0.00 | 10 | 12.50 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 21,191 | 4.15 | 6,530 | 26.21 | ||||
2025-08-14 | 13F | Xponance公司 | 71,201 | 3.05 | 21,941 | 24.86 | ||||
2025-08-15 | 13F | 同心资本策略有限合伙人 | 58,689 | 18,085 | ||||||
2025-08-28 | NP | TUG - STF 战术增长 ETF | 3,233 | -2.53 | 996 | 18.15 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 3,768 | -10.73 | 1,161 | -8.94 | ||||
2025-08-14 | 13F | 维也纳资产管理有限责任公司 | 14,033 | -40.12 | 4,324 | -27.45 | ||||
2025-07-24 | NP | CMGIX - 贝莱德中盘成长股票投资组合机构 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 | 700,019 | -16.99 | 200,954 | -4.87 | ||||
2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 14 | 4 | ||||||
2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 33,498 | 15.25 | 9,974 | 15.29 | ||||
2025-07-11 | 13F | 第一总理银行 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 29,951 | 30.11 | 9 | 80.00 | ||||
2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 21,825 | -1.03 | 6,498 | -0.99 | ||||
2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 水手有限责任公司 | 506,026 | 59.46 | 155,914 | 93.17 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 337,018 | 5.99 | 96,748 | 21.46 | ||||
2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 668 | -4.71 | 192 | 9.14 | ||||
2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 1,323 | -0.53 | 408 | 20.41 | ||||
2025-07-31 | 13F | 蓝天资本顾问集团有限公司 | 908 | 3.42 | 280 | 25.11 | ||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 2,487 | -50.02 | 766 | -39.45 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 1,032 | 318 | ||||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 140 | -18.60 | 43 | 0.00 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 12,792 | -6.35 | 3,942 | 13.48 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 2,850 | -5.32 | 849 | -5.25 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 76,740 | 30.28 | 23,647 | 57.86 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 1,630,865 | -12.27 | 503 | 6.36 | ||||
2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 5,479 | 10.13 | 1,688 | 33.44 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 3,905 | 0.00 | 1,203 | 21.15 | ||||
2025-06-27 | NP | SOXY - YieldMax(TM) Target 12(TM) 半导体期权收入 ETF | 476 | 24.93 | 142 | 24.78 | ||||
2025-07-21 | 13F | 机械金融公司 | 5,325 | -0.28 | 1,641 | 20.77 | ||||
2025-05-14 | 13F | 艾斯勒资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 艾斯勒资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-14 | 13F | 艾斯勒资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 164,565 | -33.48 | 50,711 | -19.40 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,132 | 0.00 | 1,890 | 21.17 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,874 | 7.21 | 558 | 7.12 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 344,639 | -3.19 | 98,936 | 10.95 | ||||
2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 8,517 | -20.22 | 2,536 | -20.21 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 1,407 | -78.20 | 434 | -73.61 | ||||
2025-06-06 | 13F | 蓝橡树资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | 13F | 肯塔基州退休系统 | 17,468 | -6.15 | 5,383 | 13.71 | ||||
2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 12 | 0.00 | 4 | 0.00 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 32,479 | -4.27 | 10,008 | 15.99 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 2,834 | -22.74 | 873 | -6.33 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 2,215 | 0.00 | 683 | 21.14 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 24,312 | 1.34 | 7,492 | 22.78 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 548,745 | -3.40 | 169,096 | 17.04 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 81,017 | -2.45 | 24,965 | 18.19 | ||||
2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 3,210 | -2.13 | 921 | 12.18 | ||||
2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 1,412 | 3.60 | 435 | 25.72 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 291 | 6.59 | 90 | 28.99 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Point72 亚洲(新加坡)私人有限公司有限公司 | 2,162 | 666 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 1,923 | 48.27 | 593 | 79.94 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 12,800 | -7.25 | 3,944 | 12.40 | |||
2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 7,376 | -80.65 | 2,273 | -76.57 | ||||
2025-05-28 | NP | ALAI - Alger 人工智能推动者和采用者 ETF | 1,096 | 107.97 | 279 | 75.95 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 277,570 | 1.47 | 85,532 | 22.94 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 29,599 | 8,813 | ||||||
2025-05-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 92 | 4.55 | 23 | -11.54 | ||||
2025-05-29 | NP | SRVEX - 胜利多元化股票基金A级 | 8,078 | -3.49 | 2,054 | -18.30 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 601,772 | -0.91 | 186,224 | 18.50 | ||||
2025-07-30 | 13F | 自由一投资管理有限公司 | 2,156 | -7.23 | 664 | 12.35 | ||||
2025-08-05 | 13F | 住友生命保险公司 | 13,300 | -20.83 | 4,098 | -4.07 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 5,280 | 0.27 | 1,627 | 23.35 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 1,334 | 14.70 | 411 | 39.32 | ||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 700 | 216 | ||||||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 5,402 | -21.24 | 1,665 | -4.59 | ||||
2025-08-28 | NP | 保德信直布罗陀基金 - 保德信直布罗陀基金 | 11,546 | -2.43 | 3,558 | 18.21 | ||||
2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 261 | 0.00 | 80 | 21.21 | ||||
2025-08-06 | 13F | 遗产财富管理有限公司/ID | 36 | 12.50 | 11 | 37.50 | ||||
2025-08-04 | 13F | 资产标记公司 | 116,837 | -37.10 | 36,003 | -23.79 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 7,703 | 17.76 | 2,374 | 42.69 | ||||
2025-08-29 | NP | SHOC - Strive美国半导体ETF | 8,705 | 6.88 | 2,682 | 29.50 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 14,294 | -9.89 | 4,405 | 9.17 | ||||
2025-06-27 | NP | THMEX - CCT 主题股票基金机构股 | 6,207 | -18.86 | 1,848 | -18.80 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 28,283 | 27.05 | 9 | 60.00 | ||||
2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 1,613 | -6.76 | 410 | -21.00 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 7 | 2 | ||||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 50,971 | 15.01 | 15,707 | 39.35 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 56,301 | -25.52 | 14,319 | -36.96 | ||||
2025-07-17 | 13F | GraniteShares 顾问有限责任公司 | 3,240 | -8.66 | 998 | 10.64 | ||||
2025-08-07 | 13F | Clarity 财富顾问有限责任公司 | 2,169 | 668 | ||||||
2025-08-28 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 4,206 | -0.90 | 1,296 | -1.89 | ||||
2025-07-29 | 13F | Consilio 财富顾问有限公司 | 876 | 6.57 | 267 | 27.75 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 516,204 | -0.10 | 158 | 19.85 | ||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 2,627 | 26.79 | 754 | 45.28 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 1,502,718 | 72.60 | 394,482 | 92.44 | ||||
2025-08-29 | NP | JHISX - 骏利亨德森全球可持续股票投资组合机构股 | 842 | 20.98 | 259 | 46.33 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 5,303 | -21.76 | 1,634 | -5.17 | ||||
2025-08-14 | 13F | Scge管理有限合伙人 | 609,000 | 187,663 | ||||||
2025-08-15 | 13F | 田纳西州财政部 | 94,407 | 34.91 | 29,092 | 63.46 | ||||
2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 32,734 | -25.15 | 10,087 | -9.31 | ||||
2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 669 | 206 | ||||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 134,731 | 13.04 | 41,517 | 36.97 | ||||
2025-05-15 | 13F | 金登资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 2,155 | -56.67 | 664 | -47.47 | ||||
2025-07-31 | 13F | R平方有限公司 | 779 | 240 | ||||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 12,939 | 30.43 | 4 | 50.00 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 14,900 | -28.63 | 5 | -20.00 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 127,460 | 2.16 | 39 | 25.81 | ||||
2025-08-14 | 13F | 家族管理公司 | 653 | 201 | ||||||
2025-07-22 | 13F | 广发基金管理有限公司 | 88,064 | -0.45 | 27,137 | 20.62 | ||||
2025-05-14 | 13F | Martingale 资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 480 | -64.55 | 148 | -57.27 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 2,434 | 27.37 | 750 | 54.32 | ||||
2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 46,400 | 0.00 | 14,298 | 21.17 | ||||
2025-08-26 | NP | IQM - 富兰克林智能机器 ETF | 3,647 | 0.00 | 1,124 | 21.14 | ||||
2025-08-14 | 13F | BTG Pactual SA 银行 | 0 | -100.00 | 0 | |||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 10,036 | -26.16 | 3,093 | -10.53 | ||||
2025-07-02 | 13F | Lvm资本管理有限公司/mi | 925 | 0.00 | 0 | |||||
2025-08-08 | 13F | IMA 财富公司 | 2 | 1 | ||||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 2,267 | -85.84 | 699 | -85.48 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 2 | -93.33 | 0 | -100.00 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 874 | -40.58 | 269 | -28.07 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 418 | 148 | ||||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 223 | 33.53 | 0 | |||||
2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 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 | 85,372 | -53.82 | 26,307 | -44.05 | ||||
2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 215 | -4.44 | 66 | 15.79 | ||||
2025-08-29 | NP | CLPAX - Catalyst/Exceed Defined Risk Fund A 类 | 169 | -21.03 | 52 | -3.70 | ||||
2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类,2017 年 1 月 31 日生效(原 A 类) | 832 | 0.00 | 239 | 14.42 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 18,596 | 2.49 | 5,537 | 2.52 | ||||
2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 24,894 | 0.00 | 7,671 | 21.17 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 233,128 | 2.73 | 71,838 | 24.47 | ||||
2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 23 | 0.00 | 7 | 40.00 | ||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 3,091 | -18.57 | 952 | -1.35 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 1,291 | 14.96 | 398 | 39.30 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 30 | 0.00 | 9 | 28.57 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 383 | 118 | ||||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 8,476 | 0.74 | 2,524 | 0.76 | ||||
2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 14,102 | 2.42 | 4,346 | 24.11 | ||||
2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 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 | 8,194 | -45.51 | 2,352 | -37.56 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,817 | 7.23 | 868 | 29.94 | ||||
2025-04-01 | NP | PRGSX - T. Rowe Price 全球股票基金 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 | 170,200 | 592.12 | 50,655 | 646.01 | ||||
2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 2,287 | -0.82 | 805 | 13.06 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,374 | 23.77 | 732 | 50.10 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 2,406 | 3.08 | 741 | 24.96 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 63,068 | -16.60 | 19,435 | 1.05 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 324 | 0.00 | 100 | 20.73 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 24,927 | 11.04 | 7,681 | 34.54 | ||||
2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - | 4,426 | 1.40 | 1,271 | 16.19 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 720 | 234.88 | 222 | 309.26 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 3,500 | 1,079 | |||||
2025-08-14 | 13F | 美国银行 /de/ | 1,625,805 | -13.25 | 500,992 | 5.11 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 12,730 | -2.20 | 3,923 | 18.49 | ||||
2025-07-11 | 13F | 沃尔特公共投资公司 | 66,600 | 6.47 | 20,523 | 29.00 | ||||
2025-08-29 | NP | ATGYX - 康托·菲茨杰拉德股票机会基金机构类 | 9,000 | 0.00 | 2,773 | 21.20 | ||||
2025-07-30 | 13F | 达戴维森公司 | 3,258 | 3.53 | 1,004 | 25.38 | ||||
2025-08-14 | 13F | 卡登萨资本有限公司 | 9,092 | -74.16 | 2,802 | -68.69 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 11,262 | 4.84 | 3,470 | 7.53 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | 95,398 | -4.20 | 29,115 | 13.90 | ||||
2025-04-10 | 13F | 克莱尔市场投资有限公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 852 | 4.80 | 263 | 27.18 | ||||
2025-05-15 | 13F | 布里奇威资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 巴雷特公司 | 100 | 31 | ||||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 83,400 | -0.04 | 25,700 | 21.11 | ||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 9 | -10.00 | 3 | 0.00 | ||||
2025-05-15 | 13F | 白金汉战略合作伙伴 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 1,323 | -82.12 | 408 | -78.37 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 865 | 2.61 | 267 | 24.30 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 1,109 | 0.82 | 406 | 22.29 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 5,421 | 1,670 | ||||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 1,809 | -3.67 | 557 | 16.77 | ||||
2025-04-29 | 13F | 佩森公司 | 23 | 0.00 | 6 | -16.67 | ||||
2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 1 | 0.00 | 0 | |||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 19,006 | 260.92 | 5,857 | 337.34 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 645 | -16.34 | 199 | 1.02 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 9,432 | 0.70 | 2,906 | 22.00 | ||||
2025-08-13 | 13F | 法国集团 | 53,483 | 48.26 | 16,408 | 72.48 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 2,480 | 0.20 | 764 | 21.46 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 1,108 | 0.36 | 341 | 21.79 | ||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 2,642 | 3.61 | 814 | 25.62 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 654,785 | 82.14 | 202 | 120.88 | ||||
2025-04-25 | NP | PMSAX - 全球多策略基金A类 | 153 | -61.85 | 38 | -69.11 | ||||
2025-07-11 | 13F | 平博银行公司 | 2,626 | 0.19 | 809 | 21.47 | ||||
2025-08-08 | 13F | 维斯特科公司 | 12,160 | 4.49 | 4 | 50.00 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 2,100 | -9.37 | 647 | 9.85 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 1,361 | 12.20 | 419 | 36.04 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 18,495 | 29.24 | 5,699 | 56.61 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 技术组合 IB 级 | 30,907 | -35.19 | 9,524 | -21.49 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 7,961 | 65.82 | 2,550 | 108.76 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 1,275 | -9.96 | 393 | 8.59 | ||||
2025-08-26 | NP | HELX - 富兰克林基因组进展 ETF | 823 | 0.00 | 254 | 21.05 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 996 | 4.08 | 297 | 4.23 | ||||
2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 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 | 286 | 20.68 | 85 | 21.43 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 341 | 90.50 | 10,508 | 130.82 | |||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 486,810 | -37.34 | 150,011 | -24.09 | ||||
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 | 203,155 | 4.67 | 62,602 | 26.83 | ||||
2025-05-16 | 13F | 明治安田生命保险公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 850 | -1.51 | 26,193 | 19.34 | |||
2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 67 | 0.00 | 17 | -15.00 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 65,880 | -18.27 | 20,301 | -0.98 | ||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 1,326 | 45.24 | 381 | 66.67 | ||||
2025-07-18 | 13F | 库珀金融集团 | 2,874 | -15.92 | 886 | 1.84 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 6,363,734 | 1.23 | 1,952,771 | 22.52 | ||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 953 | -3.83 | 242 | -18.52 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 510 | 1.39 | 157 | 23.62 | ||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 5,515 | -1.92 | 1,699 | 18.81 | ||||
2025-05-14 | 13F | 范赫尔岑资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 3,693 | -8.90 | 1,100 | -8.87 | ||||
2025-08-08 | 13F | 咨询资源组 | 4,102 | 3.14 | 1,264 | 25.02 | ||||
2025-08-14 | 13F | Numerai GP 有限责任公司 | 2,472 | -45.22 | 762 | -33.65 | ||||
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 | 179 | -33.95 | 55 | -19.12 | ||||
2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 1,678 | -1.58 | 482 | 12.65 | ||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 18 | 0.00 | 6 | 25.00 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 12,395 | 42.98 | 3,819 | 73.28 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 3,692 | 8.27 | 1,060 | 24.00 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 4,985 | 105.48 | 1,536 | 148.95 | ||||
2025-06-30 | NP | QSIX - Pacer Metarus 纳斯达克 100 股息乘数 600 ETF | 101 | -0.98 | 30 | 0.00 | ||||
2025-06-23 | NP | IYW - iShares 美国科技 ETF | 453,104 | -1.62 | 134,907 | -1.58 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 6,448 | -1.92 | 1,987 | 18.78 | ||||
2025-06-11 | NP | KTCIX - DWS科技基金机构班 | 76,839 | 0.00 | 22,878 | 0.04 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 820 | -56.15 | 209 | -62.92 | ||||
2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 22,478 | -1.75 | 6,453 | 12.60 | ||||
2025-08-29 | NP | JESSX - 骏利亨德森全球可持续股票基金 S 级 | 2,105 | 10.27 | 649 | 33.61 | ||||
2025-07-29 | 13F | 积极财富管理 | 81 | 14.08 | 25 | 33.33 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 813 | 250 | ||||||
2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 404,829 | -2.17 | 124,748 | 18.54 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 5,233 | -15.30 | 1,558 | -15.23 | ||||
2025-07-18 | 13F | 九十一英国有限公司 | 186,605 | -4.56 | 57,502 | 15.63 | ||||
2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 2,900 | 1.40 | 894 | 22.83 | ||||
2025-07-29 | 13F | TFC财务管理 | 7 | 0.00 | 2 | 100.00 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 1,009 | -5.26 | 311 | 12.73 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 7,475 | 97.54 | 2,303 | 139.40 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 8,063 | -20.05 | 2,485 | -3.12 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 860 | 265 | ||||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 5,202 | -0.08 | 1,603 | 21.00 | ||||
2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 2,952,797 | -1.63 | 909,904 | 19.19 | ||||
2025-07-09 | 13F | 捷克国家银行 | 66,741 | 5.95 | 20,566 | 28.37 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 1,494 | -67.88 | 460 | -61.12 | ||||
2025-08-14 | 13F | 阿尔肯资本管理有限公司 | 1,622,874 | 0.00 | 500,089 | 21.16 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 1,777,047 | -5.64 | 547,597 | 14.33 | ||||
2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 863 | 3.85 | 257 | 3.64 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 19,556 | 7.32 | 5,614 | 22.98 | ||||
2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 9,979 | -15.80 | 3,075 | 2.02 | ||||
2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 1,386 | 6.21 | 413 | 6.19 | ||||
2025-07-29 | NP | QQQM - 景顺纳斯达克 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 | 821,885 | 9.87 | 235,939 | 25.91 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 171,245 | -23.00 | 52,769 | -6.71 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 1 | ||||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 840 | 0.00 | 250 | 0.00 | ||||
2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | FDCF - 富达颠覆性通信 ETF | 4,913 | 0.00 | 1,410 | 14.63 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 9,402 | -2.99 | 2,897 | 17.57 | ||||
2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 155 | 6.90 | 46 | 6.98 | ||||
2025-08-08 | 13F | 贝拉德公司 | 16,519 | -6.53 | 5,090 | 13.26 | ||||
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 | 89,368 | 0.27 | 26,608 | 0.31 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 15,752 | 4,854 | ||||||
2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 5,084 | -2.55 | 1,567 | 18.10 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 1,318 | -47.39 | 406 | -36.26 | ||||
2025-05-29 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -45 | -11 | |||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 193 | -7.21 | 59 | 13.46 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 318,623 | -0.71 | 98,184 | 20.30 | ||||
2025-08-27 | NP | BFOCX - 伯克希尔焦点基金 | 10 | 0.00 | 3 | 50.00 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,312 | 3.68 | 588 | -12.24 | ||||
2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 1,400 | 0.00 | 431 | 21.07 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 9,446 | -67.87 | 2,911 | -61.09 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 1,955 | 602 | ||||||
2025-06-23 | NP | OTPIX - 纳斯达克 100 深度投资者类别 | 1,099 | -14.34 | 327 | -14.17 | ||||
2025-07-28 | 13F | 码头街资产管理公司 | 82,440 | 4.26 | 25,404 | 26.32 | ||||
2025-08-14 | 13F | FIL有限公司 | 2,228 | -79.24 | 687 | -74.86 | ||||
2025-04-25 | NP | FAGAX - 富达顾问成长机会基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,800 | 0.00 | 3,206 | -18.36 | ||||
2025-05-08 | 13F | 沃尔德伦私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 自由全明星股票基金 | 29,104 | 0.00 | 8,968 | 21.16 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 1,018 | 310.48 | 314 | 396.83 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 4,207 | 31.06 | 1,296 | 58.82 | ||||
2025-06-27 | NP | AAARX - 战略配置:进取型基金 R 级 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 | 1,618 | 21.29 | 482 | 21.16 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 69,352 | 21,371 | ||||||
2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 68,137 | -0.69 | 20,287 | -0.65 | ||||
2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 520 | 148.80 | 155 | 148.39 | ||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 728 | -34.47 | 224 | -20.57 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 2,244 | 174.66 | 691 | 233.82 | ||||
2025-08-06 | 13F | 南州公司 | 315 | 31.80 | 97 | 61.67 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 12,555 | -28.12 | 3,869 | -12.92 | ||||
2025-05-22 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 8,476 | -22.97 | 2,156 | -34.80 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 182 | 4.60 | 56 | 27.27 | ||||
2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 954 | -15.12 | 294 | 2.81 | ||||
2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 2,070 | 19.38 | 616 | 19.38 | ||||
2025-09-10 | NP | Putnam ETF 信托 - Putnam BioRevolution ETF - | 607 | 0.00 | 221 | 22.78 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 1,233 | 23.30 | 380 | 49.61 | ||||
2025-08-08 | 13F | 詹森投资管理公司 | 823,396 | 50.49 | 253,729 | 82.33 | ||||
2025-08-12 | 13F | 泰仁资本有限公司 | 1,539 | -69.22 | 474 | -62.71 | ||||
2025-08-01 | 13F | 奥斯曼资本公司 | 1,198 | 9.01 | 369 | 32.26 | ||||
2025-08-14 | 13F | 隆奥资产管理(欧洲)有限公司 | 38,331 | -63.34 | 11,812 | -55.59 | ||||
2025-05-15 | 13F | JDM 金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-21 | NP | MXIVX - 大西部国际价值基金投资者类别 | 13,175 | -31.34 | 4,060 | -16.82 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 4,895 | 61.50 | 1,508 | 95.84 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 18,996 | 12.46 | 5,854 | 36.24 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 10,054 | -4.68 | 3,111 | 14.00 | ||||
2025-07-16 | 13F | 多元化企业有限责任公司 | 670 | -17.49 | 206 | 0.00 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 4,243,427 | -0.67 | 1,307,612 | 20.35 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 2,638 | -1.49 | 671 | -1.62 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 12,917 | -5.14 | 3,980 | 14.93 | ||||
2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 8,330 | 0.00 | 2,567 | 21.15 | ||||
2025-04-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 5,541 | 5.34 | 1,388 | -13.95 | ||||
2025-07-22 | 13F | 全球资产咨询有限责任公司 | 1,399 | -66.31 | 433 | -58.70 | ||||
2025-06-25 | NP | STNFX - 富国银行大盘成长基金机构类别 | 62,056 | 0.00 | 18,477 | 0.04 | ||||
2025-08-14 | 13F | Mission Creek 资本合伙公司 | 4,053 | -3.55 | 1,249 | 16.85 | ||||
2025-08-06 | 13F | 泽文资产管理有限公司 | 24,881 | 8 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 58,042 | 0.00 | 17,886 | 21.16 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 1 | 0.00 | 8 | 100.00 | |||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 350 | 0.00 | 104 | 0.00 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 324,577 | -0.38 | 100 | 21.95 | ||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 253,658 | 13.52 | 72,818 | 30.09 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 427,391 | -0.41 | 131,701 | 20.67 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 4,239 | -1.40 | 1,078 | -16.50 | ||||
2025-08-11 | 13F | 花旗集团 | Put | 40,000 | 12,326 | |||||
2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 494 | -5.00 | 152 | 15.15 | ||||
2025-05-15 | 13F | 澳大利亚金融合作伙伴公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 花旗集团 | 497,824 | 7.05 | 153,404 | 29.70 | ||||
2025-07-23 | 13F | 信托资产管理有限责任公司 | 3,158 | 0.00 | 973 | 21.17 | ||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 139,519 | 1.57 | 41,540 | 1.61 | ||||
2025-06-26 | NP | FEOPX - 富达持久机会基金 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 | 176 | -2.76 | 52 | -1.89 | ||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 10 | -69.70 | 3 | -62.50 | ||||
2025-08-14 | 13F | LM 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 | -610 | 8.93 | ||||||
2025-08-13 | 13F | 赫尔维德资本管理有限公司 | 4,000 | 0.00 | 1,233 | 21.14 | ||||
2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 3,333 | -53.89 | 1,027 | -39.34 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 6,665 | -30.00 | 2,054 | -15.20 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 204,669 | 3.97 | 63,069 | 25.97 | ||||
2025-08-05 | 13F | KJ 哈里森合伙人公司 | 2,004 | 618 | ||||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 2,577 | -1.38 | 794 | 19.58 | ||||
2025-08-08 | 13F | 创意策划 | 76,510 | 53.09 | 23,577 | 85.49 | ||||
2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 669 | 206 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 51 | 16 | ||||||
2025-08-14 | 13F | 阿尔格特全球有限公司 | 2,207 | 8.35 | 1 | |||||
2025-08-06 | 13F | 新千年集团有限责任公司 | 49 | 0.00 | 15 | 25.00 | ||||
2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 9,999 | 0.05 | 3,081 | 21.25 | ||||
2025-08-12 | 13F | 银色信托公司 | 2,949 | -3.60 | 909 | 16.71 | ||||
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 | 275,301 | 3.05 | 79,031 | 18.10 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 144,455 | 0.76 | 41,469 | 15.47 | ||||
2025-04-10 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | NP | BLYAX - American Beacon Bridgeway 大盘成长基金 A 类 | 7,380 | 0.00 | 2,274 | 21.22 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 703 | -16.11 | 217 | 1.41 | ||||
2025-08-11 | 13F | 领头羊顾问有限责任公司 | 8 | 0.00 | 2 | 0.00 | ||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 5,889 | 16.13 | 1,815 | 40.73 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 41,673 | 6.39 | 12,842 | 28.90 | ||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 796 | -0.75 | 245 | 20.69 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 494 | 35.34 | 152 | 65.22 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 10,648 | -71.43 | 3,281 | -65.39 | ||||
2025-05-15 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 214 | -11.57 | 66 | 6.56 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 1,794 | -0.66 | 553 | 20.26 | ||||
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 | 17 | 21.43 | 5 | 25.00 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 12,522 | -10.11 | 3,859 | 8.92 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 382 | -29.78 | 97 | -23.62 | ||||
2025-07-02 | 13F | 资本市场策略有限责任公司 | 1,309 | -5.49 | 403 | 14.49 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 37,069 | 11,423 | ||||||
2025-05-12 | 13F | 桑迪泉银行 | 1,866 | -1.53 | 475 | -16.70 | ||||
2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 157,900 | -21.10 | 48,657 | 3.77 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 723 | 223 | ||||||
2025-07-24 | 13F | 支付宝证券公司 | 5 | -16.67 | 2 | 0.00 | ||||
2025-08-07 | 13F | 中西部信托公司 | 1,705 | 525 | ||||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 674 | 208 | ||||||
2025-07-30 | 13F | 永美财富管理有限公司 | 528 | 18.92 | 163 | 44.64 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 810 | 241 | ||||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,370 | 0.07 | 422 | 21.26 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,531 | 0.00 | 472 | 21.08 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 106 | 17.78 | 33 | 39.13 | ||||
2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 10,386 | 5.89 | 2,982 | 21.38 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 19,569 | 11.91 | 6,030 | 35.60 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级 | 265,784 | 18.10 | 81,901 | 43.09 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,814 | 23.40 | 559 | 49.60 | ||||
2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 65 | 0.00 | 20 | 25.00 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 4,320 | 1,331 | ||||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 37 | 11 | ||||||
2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 155 | -60.86 | 48 | -53.00 | ||||
2025-04-17 | 13F | 芝加哥资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 2,506 | 53.84 | 719 | 76.23 | ||||
2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 664 | 205 | ||||||
2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 657,468 | 27.41 | 202,599 | 54.38 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 10,695 | 325.93 | 3,296 | 384.56 | ||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 890 | -4.30 | 274 | 16.10 | ||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 3,006 | 2.11 | 926 | 23.80 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 19,292 | 25.05 | 5,944 | 51.52 | ||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 26,306 | 52.10 | 8,106 | 84.31 | ||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 55 | 16 | ||||||
2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,632 | 28.91 | 486 | 28.99 | ||||
2025-05-14 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 44,811 | 19.49 | 13,342 | 19.54 | ||||
2025-08-29 | NP | GGCAX - Gamco 成长基金 A 类 | 31,200 | 0.00 | 9,614 | 21.16 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 58,588 | -0.59 | 18,054 | 20.44 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 25,875 | 31.07 | 7,897 | 55.85 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 11,943 | 3,680 | ||||||
2025-08-14 | 13F | 迪凯特资本管理公司 | 7,672 | 0.00 | 2,364 | 21.17 | ||||
2025-08-19 | NP | 西北互惠系列基金公司 - Research International 核心投资组合 | 28,765 | -25.73 | 8,864 | -10.02 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 24 | 0.00 | 7 | 16.67 | ||||
2025-08-12 | 13F | Virtu 金融有限责任公司 | 5,934 | 2 | ||||||
2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 453 | -14.04 | 140 | 3.73 | ||||
2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 15 | 0.00 | 5 | 33.33 | ||||
2025-08-14 | 13F | Sig 经纪公司 | 2,335 | 720 | ||||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 989 | 11.00 | 305 | 34.51 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Put | 13,900 | 4,283 | |||||
2025-04-15 | 13F | 张氏金融有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 93,725 | 18.85 | 27,906 | 18.89 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 41,980 | 6.36 | 12,051 | 21.89 | ||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 8,797 | 2,711 | ||||||
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 | 1,310 | -10.52 | 404 | 8.33 | ||||
2025-08-26 | NP | AB VARIABLE Products SERIES FUND, INC. - AB 全球主题增长投资组合 A 类 | 5,260 | -51.21 | 1,621 | -40.90 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 240,480 | 4.88 | 71,601 | 4.92 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 18,792 | 0.04 | 5,791 | 21.21 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 6,000 | -81.42 | 1,849 | -77.50 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 74,357 | 909.74 | 22,913 | 1,123.99 | ||||
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 | 57 | -69.02 | 18 | -69.09 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 526,223 | -6.14 | 162,279 | 15.85 | ||||
2025-07-28 | NP | ROM - ProShares Ultra 技术 | 14,008 | -7.73 | 4,021 | 5.76 | ||||
2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 398 | 123 | ||||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 205 | -75.68 | 63 | -70.56 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 5,400 | -85.86 | 1,664 | -82.87 | |||
2025-08-12 | 13F | Nuveen有限责任公司 | 1,203,451 | 5.64 | 370,843 | 27.99 | ||||
2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 792 | 0.00 | 244 | 21.39 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 4,915 | -50.92 | 1,515 | -40.56 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 502,668 | 8.48 | 154,897 | 31.44 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 27,549 | 15.06 | 8,489 | 39.42 | ||||
2025-08-14 | 13F | 伯克希尔资本控股公司 | 10 | 0.00 | 3 | 50.00 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,402 | 0.00 | 402 | 14.53 | ||||
2025-05-12 | 13F | Alphinity投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 35,539 | 0.00 | 10,951 | 21.17 | ||||
2025-08-29 | NP | BASG - 布朗咨询可持续增长ETF | 32,720 | 10,083 | ||||||
2025-04-24 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 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 | 7,192 | -3.36 | 1,802 | -15.45 | ||||
2025-08-05 | 13F | 德克萨斯银行与信托公司 | 750 | 231 | ||||||
2025-08-12 | 13F | 南方平原金融公司 | 3,595 | 2.92 | 1,108 | 24.66 | ||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 13,100 | 773.33 | 3,997 | 940.89 | ||||
2025-05-09 | 13F | Pathway 财务顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 68,571 | 22.71 | 21,130 | 48.69 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 47 | 0.00 | 14 | 27.27 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 375,667 | 324.43 | 115,762 | 414.26 | ||||
2025-07-11 | 13F | 托马斯维尔国家银行 | 1,908 | 0.00 | 588 | 21.03 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -83 | -20.19 | -26 | -3.85 | |||
2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 3,232,096 | -3.13 | 995,970 | 17.37 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 8,376 | 9.68 | 2,581 | 32.90 | ||||
2025-08-26 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 209,000 | -18.90 | 64,403 | -1.73 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 36,727 | 0.00 | 11,317 | 21.17 | ||||
2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 12,248 | -1.46 | 3,774 | 19.39 | ||||
2025-08-06 | 13F | 科技银行/pa | 38 | 12 | ||||||
2025-08-12 | 13F | EULAV资产管理 | 289,300 | 0.00 | 89,148 | 21.16 | ||||
2025-07-15 | 13F | 科维亚金融 | 56,061 | 9.36 | 17,275 | 32.51 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 7,368 | 48.04 | 2,270 | 79.45 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 29,195 | 31.40 | 8,381 | 50.60 | ||||
2025-07-17 | 13F | JLB 联合公司 | 2,107 | -27.17 | 649 | -11.70 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 85 | 0.00 | 26 | 23.81 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 30,000 | -19.14 | 9,244 | -2.02 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 2,305 | 0.22 | 710 | 21.58 | ||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,217 | 44.88 | 375 | 76.06 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 49,945 | 8.10 | 12,703 | -8.49 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,803 | 11.02 | 518 | 27.34 | ||||
2025-04-23 | 13F | 西方金融公司/CA | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 42 | 0.00 | 13 | 20.00 | ||||
2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 778 | -6.83 | 240 | 12.74 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 44,519 | 35.06 | 13,719 | 63.64 | ||||
2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 695,007 | -17.11 | 214,166 | 0.43 | ||||
2025-08-22 | NP | BEARX - 联邦审慎熊基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -100 | -0.00 | -31 | 20.00 | |||
2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 4,794 | 31.74 | 1,427 | 42.03 | ||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 193 | 6.04 | 57 | 5.56 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 21 | 950.00 | 6 | |||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 180,100 | -18.25 | 55,498 | -0.95 | ||||
2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 6,000 | 0.00 | 1,786 | 0.06 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 29,535 | -73.80 | 9,101 | -68.25 | ||||
2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 1,517 | -3.68 | 435 | 10.41 | ||||
2025-06-26 | NP | TGCEX - TCW精选股票基金I类 | 51,144 | -0.19 | 15,228 | -0.15 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 684 | -35.96 | 211 | -22.51 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 2,210 | -7.88 | 658 | -7.71 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 5,000 | 1,541 | |||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 2,500 | 770 | |||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | 383 | 118 | ||||||
2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 57,171 | 0.00 | 17,617 | 21.16 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 262 | 693.94 | 81 | 900.00 | ||||
2025-04-09 | 13F | 中心星资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-06 | 13F | 圆景资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | SGL投资顾问有限公司 | 731 | -70.77 | 236 | -69.35 | ||||
2025-08-22 | NP | FTRNX - 富达趋势基金 | 91,969 | -7.82 | 28,340 | 11.69 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 14,830 | -3.82 | 4,570 | 16.53 | ||||
2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 13,944 | 20.05 | 4,152 | 20.11 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | QTUM - Defiance 量子 ETF | 62,955 | 18.70 | 19,400 | 43.81 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 9,319 | 5.26 | 2,872 | 27.54 | ||||
2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 183 | 0.00 | 56 | 21.74 | ||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 5,549 | 44.20 | 1,710 | 74.74 | ||||
2025-05-06 | 13F | 莫林财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 阿尔塔顾问有限公司 | 1,513 | 0.00 | 466 | 21.35 | ||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 20,695 | 0.23 | 6,377 | 21.44 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 3,016 | 46.48 | 898 | 46.57 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 6,621 | 38.23 | 2,040 | 67.49 | ||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 14,971 | -19.76 | 4,605 | -3.05 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 320,394 | 2.46 | 98,729 | 24.15 | ||||
2025-08-21 | NP | NICSX - 尼古拉斯基金公司 | 147,038 | -8.40 | 45,310 | 10.98 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 22,526 | -15.97 | 6,941 | 1.82 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 79 | -43.57 | 24 | -37.84 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 14,611 | -1.70 | 4,502 | 19.10 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 11 | 3 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 7,908 | -3.28 | 2,437 | 17.17 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 277 | 13,750.00 | 85 | |||||
2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 561,610 | -1.33 | 173,060 | 19.55 | ||||
2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 139,155 | -2.57 | 42,881 | 18.05 | ||||
2025-08-29 | NP | JAVAX - 詹姆斯积极分配基金 | 1,975 | 0.00 | 609 | 21.12 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 9 | -88.75 | 3 | -90.00 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 2,741 | 173.28 | 845 | 230.98 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 5,845 | 2.54 | 2,169 | 49.62 | ||||
2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 825 | 21.86 | 246 | 21.89 | ||||
2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 1,860 | -9.88 | 573 | 9.35 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 1,344 | 3.62 | 414 | 25.84 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 200 | 62 | ||||||
2025-06-25 | NP | 安联股票及可转换收益基金 | 6,975 | -27.65 | 2,077 | -27.64 | ||||
2025-07-15 | 13F | BNC 财富管理有限公司 | 23,250 | 0.63 | 7,164 | 21.92 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 7,614 | 0.05 | 2,346 | 21.24 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 4,920,816 | -9.23 | 1,516,349 | 9.98 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 13,521 | 13.73 | 4,166 | 37.81 | ||||
2025-08-13 | 13F | 美国资金管理有限责任公司 | 2,043 | 630 | ||||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 4,900 | -98.49 | 1,510 | -98.18 | |||
2025-05-09 | 13F | 安联保险 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 447 | -4.49 | 138 | 15.13 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 2,914 | 106.67 | 898 | 150.56 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 36 | 0.00 | 11 | 22.22 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 15,732 | 20.39 | 4,848 | 45.86 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 1,732 | 12.83 | 534 | 15.62 | ||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 927 | 0.00 | 286 | 21.28 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 14 | -33.33 | 4 | -20.00 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 6,051 | 24.63 | 1,865 | 51.05 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 81,991 | -1.30 | 25,266 | 19.59 | ||||
2025-08-14 | 13F | 淡马锡控股(私人)有限公司 | 109,830 | 4.98 | 33,844 | 27.20 | ||||
2025-06-26 | NP | FOCPX - 富达场外交易投资组合 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 | 629,947 | -30.41 | 187,560 | -30.38 | ||||
2025-06-27 | NP | HAPY - 港湾企业文化领袖ETF | 169 | 3.05 | 50 | 4.17 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 140,065 | 160.94 | 43,161 | 216.17 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 1,005 | 124.83 | 310 | 173.45 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 70,200 | -28.29 | 21,632 | -13.12 | |||
2025-07-21 | 13F | 安角储蓄银行 | 4,638 | -3.64 | 1,429 | 16.75 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 527,800 | -6.29 | 162,642 | 13.55 | |||
2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 1,050 | 2.94 | 324 | 24.71 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 431,200 | 17.49 | 132,874 | 42.36 | |||
2025-08-15 | 13F | 战略投资顾问/MI | 1,916 | -55.08 | 588 | -45.76 | ||||
2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 59,124 | -23.24 | 17,604 | -23.21 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 146,968 | 1,018.14 | 45,288 | 1,255.12 | ||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 380 | 73.52 | 0 | |||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 165,000 | 194.64 | 50,845 | 257.00 | |||
2025-08-25 | NP | REDWX - 渴望红木基金 | 12,732 | 0.00 | 3,923 | 21.16 | ||||
2025-05-13 | 13F | 智慧基金有限合伙人 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,496 | 56.85 | 2,827 | 56.97 | ||||
2025-07-31 | 13F | 拉扎德兄弟管理公司 | 11,200 | -19.42 | 3 | 0.00 | ||||
2025-08-29 | NP | JAGTX - 骏利亨德森全球科技基金 T 类 | 681,249 | 3.60 | 209,927 | 25.53 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 676 | 208 | ||||||
2025-05-15 | 13F | 美国银行 /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 宽博科技有限公司 | 7,891 | 2,432 | ||||||
2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 102,460 | 22.47 | 31,573 | 48.39 | ||||
2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 607 | 3.41 | 174 | 18.37 | ||||
2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,736 | -0.88 | 3,616 | 20.09 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 146,433 | -5.07 | 45,123 | 15.02 | ||||
2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 95,774 | -0.10 | 28,516 | -0.06 | ||||
2025-04-11 | 13F | 第一平权金融网络 | 1,719 | 5.59 | 437 | -10.63 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 288 | 3.60 | 89 | 25.71 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - MFS Research International 投资组合 A 类 | 41,891 | -28.96 | 12,909 | -13.93 | ||||
2025-05-02 | 13F | Castlekeep 投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 129,962 | -8.08 | 40,049 | 11.37 | ||||
2025-08-13 | 13F | NZS 资本有限责任公司 | 528,839 | 18.01 | 162,962 | 42.98 | ||||
2025-08-28 | NP | 北极光可变信托 - 贝恩资本股票机会基金 2 类股份 | 1,981 | 1,058.48 | 610 | 1,096.08 | ||||
2025-08-05 | 13F | 机械资本公司 | 7,634 | 2,352 | ||||||
2025-08-29 | 13F | 半人马座金融公司 | 693 | -3.08 | 0 | |||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 5 | -50.00 | 2 | -50.00 | ||||
2025-08-26 | NP | NAINX - VIRTUS 战术配置基金 A 类 | 16,692 | -2.57 | 5,144 | 18.04 | ||||
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 | 2,817 | -29.91 | 868 | -15.07 | ||||
2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 45,179 | 7.89 | 13,452 | 7.94 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 100 | 25 | ||||||
2025-07-24 | 13F | 帝斯曼资本合伙公司 | 265,921 | -4.76 | 81,944 | 15.40 | ||||
2025-08-12 | 13F | 阿彻投资公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 达文波特有限公司 | 4,580 | -13.42 | 1,411 | 4.91 | ||||
2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 1,238 | 381 | ||||||
2025-08-06 | 13F | 森吉咨询小组 | 1,602 | -5.82 | 460 | 3.85 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 1,160 | 0.00 | 357 | 20.20 | ||||
2025-08-07 | 13F | 商业银行 | 21,033 | -9.89 | 6,481 | 9.18 | ||||
2025-08-26 | NP | MFRFX - MFS研究基金A | 243,599 | -20.87 | 75,065 | -4.13 | ||||
2025-08-29 | NP | MRLIX - AMG Renaissance 大盘成长基金 Z 类 | 7,097 | -2.37 | 2,187 | 18.29 | ||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 105,252 | 14.99 | 31,338 | 15.04 | ||||
2025-07-24 | 13F | 韦弗资本管理有限公司 | 1,870 | 1.19 | 576 | 22.55 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 78 | 6.85 | 24 | 33.33 | ||||
2025-05-14 | 13F | 河滨投资集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 6,818 | 6.93 | 2,101 | 29.61 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 19 | 6 | ||||||
2025-05-15 | 13F | SG资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 3,688 | -0.99 | 1,098 | -0.90 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 886 | -52.42 | 264 | -52.53 | ||||
2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 900 | -5.86 | 277 | 13.99 | ||||
2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 24,834 | -17.96 | 7,653 | -0.60 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 707 | 218 | ||||||
2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 854 | 263 | ||||||
2025-08-07 | 13F | 金路德资本管理公司 | 119,448 | -4.87 | 36,808 | 15.26 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,464 | 1,182.63 | 1,627 | 1,190.48 | ||||
2025-08-13 | 13F | 万博特联合有限责任公司 | 10,790 | -6.73 | 3,339 | 11.52 | ||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 88,597 | 5.56 | 26,379 | 5.60 | ||||
2025-05-01 | 13F | 翡翠共同基金顾问信托 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 4,186 | -13.87 | 1,290 | 4.29 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 142,994 | 10.87 | 44,064 | 33.10 | ||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 7,294 | 32.93 | 2,248 | 61.08 | ||||
2025-08-13 | 13F | MD Sass 投资者服务公司 | 12,880 | 3,969 | ||||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 62 | 195.24 | 19 | 280.00 | ||||
2025-07-25 | 13F | 养老金保障基金委员会 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 1,255 | -7.65 | 387 | 11.88 | ||||
2025-04-03 | 13F | 第一夏威夷银行 | 3,510 | 0.60 | 893 | -14.89 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 20,516 | 1.62 | 6,322 | 23.14 | ||||
2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 10 | 3 | ||||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Synovus金融公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 491,940 | -22.77 | 151,591 | -6.43 | ||||
2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 73,080 | 22,520 | ||||||
2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 10,600 | -49.52 | 3,156 | -49.50 | ||||
2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 10,776 | -35.75 | 3,093 | -26.37 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 147 | 2.80 | 45 | 25.00 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 9,813 | 15.95 | 2,817 | 32.94 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 4,517 | 107.87 | 1,149 | 76.07 | ||||
2025-08-22 | NP | FFIDX - 富达基金 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 | 237,600 | 0.00 | 73,216 | 21.16 | ||||
2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 193,289 | 3.59 | 59,562 | 25.51 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 88,086 | 23.49 | 27,144 | 49.62 | ||||
2025-07-23 | 13F | 西区顾问有限责任公司 | 8 | -11.11 | 2 | 0.00 | ||||
2025-08-14 | 13F | 萨姆林资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Liontrust Investment Partners LLP | 701,810 | -13.73 | 216,263 | 4.53 | ||||
2025-07-17 | 13F | 清洁收益集团 | 14 | 0.00 | 4 | 33.33 | ||||
2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 4,553 | -1.96 | 1,403 | 18.80 | ||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 4,889 | 0.10 | 1,507 | 21.26 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 641 | 0.31 | 198 | 21.60 | ||||
2025-08-29 | NP | BAFWX - 布朗咨询可持续增长基金机构股 | 601,166 | -18.21 | 185,249 | -0.91 | ||||
2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 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 | 41 | 36.67 | 12 | 50.00 | ||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 147,147 | -2.82 | 45,343 | 17.74 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 8,619 | 0.00 | 2,656 | 21.12 | ||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 26,327 | -0.53 | 7,558 | 14.00 | ||||
2025-06-18 | NP | NWFAX - 全国基金A类 | 23,893 | 7,114 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 2,003 | 10.48 | 617 | 33.84 | ||||
2025-08-15 | 13F | 易方达基金管理有限公司 | 14,286 | -11.77 | 4,402 | 6.90 | ||||
2025-06-27 | NP | TEC - 港口转型技术 ETF | 217 | 65 | ||||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 增长机会基金 IA 类股票 | 71,267 | 2.76 | 21,961 | 24.51 | ||||
2025-04-10 | 13F | 退休有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 1,100 | 10.00 | 339 | 33.07 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 689 | -21.08 | 205 | -20.85 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 7 | 2 | ||||||
2025-08-13 | 13F | 挪威银行 | 3,863,761 | 1,190,618 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 506 | 0.00 | 156 | 21.09 | ||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 37,193 | 4.26 | 11,461 | 26.33 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 5,390 | -3.16 | 1,661 | 17.31 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 57,042 | -31.63 | 18 | -19.05 | ||||
2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 15,017 | -27.83 | 4,627 | -12.57 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 30 | 7.14 | 9 | 28.57 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Westerkirk资本公司 | 6,569 | 2,024 | ||||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 718 | 221 | ||||||
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 | 645 | 70.18 | 199 | 106.25 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 1,783 | 19.99 | 549 | 23.09 | ||||
2025-08-12 | 13F | MAI资本管理 | 17,268 | 2.32 | 5,321 | 23.97 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 99,300 | 88.43 | 30,599 | 128.30 | |||
2025-08-12 | 13F | MAI资本管理 | Put | 4,252 | 20.28 | |||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,226 | 5.96 | 378 | 28.23 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 123,444 | -1.02 | 35,437 | 13.43 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 121,448 | 3.06 | 37,424 | 24.87 | ||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,316 | 4.78 | 392 | 4.83 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 8 | 100.00 | 2 | 100.00 | ||||
2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 45,893 | -3.92 | 13,664 | -3.88 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 364 | 13.75 | 93 | -4.17 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 4,525 | 1,394 | ||||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 5,585 | -0.83 | 1,721 | 20.18 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 1,036 | -0.58 | 260 | -18.81 | ||||
2025-03-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,096 | 11.27 | 326 | 23.95 | ||||
2025-08-13 | 13F | 阿科资本有限责任公司 | 131,807 | -4.08 | 41 | 17.65 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 45,700 | -21.34 | 14,082 | -4.70 | |||
2025-08-14 | 13F | 范埃克联合公司 | 3,510,074 | -0.52 | 1,082 | 20.51 | ||||
2025-08-14 | 13F | 曼彻斯特环球管理(英国)有限公司 | 63,700 | -30.31 | 19,629 | -15.56 | ||||
2025-07-25 | NP | SCHK - 嘉信 1000 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 | 20,596 | 3.16 | 5,912 | 18.22 | ||||
2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 1,925 | 0.00 | 553 | 14.52 | ||||
2025-08-26 | NP | Profunds - Profunds 技术副总裁 | 1,465 | -8.89 | 451 | 10.54 | ||||
2025-07-18 | 13F | 自由资本管理公司 | 9,316 | 0.93 | 2,871 | 22.28 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 11,360 | 3,501 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 22,996 | -3.23 | 7,086 | 17.26 | ||||
2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 6,915 | -2.08 | 2,131 | 18.60 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 72,505 | 7.73 | 21,588 | 7.78 | ||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 1,416 | 436 | ||||||
2025-06-27 | NP | BBLIX - BBH Select 系列 - 大盘基金 I 类股票 | 28,483 | 75.16 | 8,481 | 75.24 | ||||
2025-08-12 | 13F | 贝莱德公司 | 29,892,073 | -4.55 | 9,211,242 | 15.65 | ||||
2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 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 | 21,400 | 17.58 | 6,372 | 27.01 | ||||
2025-05-13 | 13F | Qtron 投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,368 | 42.50 | 422 | 72.54 | ||||
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 | 1,137 | 2.06 | 350 | 23.67 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 4,114 | -10.08 | 1,268 | 8.94 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 180 | 11.11 | 54 | 10.42 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 767 | 14.82 | 236 | 39.64 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 1,487 | 54.57 | 458 | 87.70 | ||||
2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 4,279 | 1,319 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 63,600 | 18.00 | 19,598 | 42.97 | |||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 3,876 | 0.10 | 1,267 | 28.66 | ||||
2025-08-01 | 13F | SwitchPoint 财务规划有限责任公司 | 10,346 | 0.04 | 3,188 | 21.22 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 166,678 | -9.21 | 51,362 | 10.00 | ||||
2025-07-07 | 13F | 赛勒恩投资管理有限公司 | 242,180 | -4.95 | 74,628 | 15.17 | ||||
2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 3,077 | 0.00 | 883 | 14.68 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 91,300 | -12.30 | 28,134 | 6.27 | |||
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 | 1,655 | 20.98 | 475 | 38.89 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 404 | 71.19 | 106 | 92.73 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 10,782 | 3,322 | ||||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 81 | -4.71 | 29 | 31.82 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 1,124 | 9.13 | 346 | 32.57 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 10,002 | 0.12 | 3,082 | 21.34 | ||||
2025-07-31 | 13F | 联合社区银行 | 24 | 0.00 | 7 | 16.67 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 14,079 | -4.20 | 4,338 | 16.08 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 7,126 | 15.10 | 2,046 | 31.94 | ||||
2025-07-29 | NP | PJFG - PGIM Jennison 聚焦增长 ETF | 8,964 | -6.76 | 2,573 | 6.85 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 8,265,610 | -1.34 | 2,547,048 | 19.53 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,699 | 524 | ||||||
2025-08-12 | 13F | 德意志银行\ | 1,522,950 | 0.23 | 469,297 | 21.44 | ||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 394 | -90.72 | 121 | -88.79 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 11,200 | 15.46 | 3,451 | 39.89 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | 3,393 | -3.03 | 1,046 | 17.55 | ||||
2025-08-05 | 13F | 日内瓦资本管理有限公司 | 99,687 | 3.54 | 30,719 | 25.45 | ||||
2025-07-16 | 13F | 弗吉尼亚退休系统等 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 景顺有限公司 | 2,443,737 | 1.14 | 753,038 | 22.54 | ||||
2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 5,999 | 6.08 | 1,722 | 21.61 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,430 | 41.03 | 440 | 71.21 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 14,900 | -4.49 | 4,591 | 15.73 | |||
2025-07-28 | NP | VSTIX - 股票指数基金 | 34,804 | -3.23 | 9,991 | 10.90 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 大和证券集团公司 | 125,731 | -1.22 | 39 | 18.75 | ||||
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 | 394,172 | 8.65 | 113,155 | 24.52 | ||||
2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 67 | 0.00 | 21 | 17.65 | ||||
2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 48,257 | 5.46 | 14,870 | 27.78 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 1,258 | -3.45 | 388 | 16.92 | ||||
2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,318 | -2.69 | 3,796 | 17.89 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 82,765 | 25,504 | ||||||
2025-08-14 | 13F | 七英里咨询 | 827 | -13.04 | 255 | 5.39 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,780,186 | 1.45 | 2,705,614 | 22.91 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 2,190,987 | -2.45 | 675,159 | 18.20 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 68 | -39.29 | 21 | -28.57 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 12,257 | 8.32 | 3,649 | 8.38 | ||||
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 | 508,461 | 0.62 | 145,964 | 15.31 | ||||
2025-08-14 | 13F | 达美全球管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | PJBF-PGIM Jennison 美好未来 ETF | 1,519 | -5.65 | 436 | 8.19 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 1,044 | 13.60 | 322 | 37.77 | ||||
2025-07-29 | NP | JGRW-詹森质量增长ETF | 6,085 | 63.14 | 1,747 | 86.94 | ||||
2025-08-29 | NP | BIAGX - Brown Advisory 成长股票基金投资者股票 | 52,218 | -9.84 | 16,091 | 9.24 | ||||
2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 161,493 | -1.42 | 46,360 | 12.97 | ||||
2025-08-28 | NP | DEMZ - DEMZ 政治捐款 ETF | 1,763 | 50.81 | 543 | 82.83 | ||||
2025-06-27 | NP | TWCGX - 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 | 597,621 | -0.72 | 177,936 | -0.68 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 89,873 | -7.85 | 27,694 | 11.66 | ||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 10 | 0.00 | 3 | 50.00 | ||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 1,265 | -11.66 | 390 | 6.87 | ||||
2025-08-26 | NP | 贝莱德 ESG 资本配置信托 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 | 28,886 | 1.32 | 8,901 | 22.77 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 126,152 | -21.38 | 38,874 | -4.74 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 210,365 | 0.15 | 65 | 20.75 | ||||
2025-08-28 | NP | Acap战略基金 | 744,002 | 0.00 | 229,264 | 21.16 | ||||
2025-08-05 | 13F | 王朝财富管理有限责任公司 | 1,667 | -19.55 | 514 | -2.47 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 7,656 | -28.86 | 1,947 | -39.78 | ||||
2025-07-25 | 13F | 优点投资组合管理 | 37,186 | -5.17 | 11,459 | 14.89 | ||||
2025-08-11 | 13F | 中西部专业规划师有限公司 | 3,465 | -0.97 | 1,068 | 20.02 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 6,454 | 3.45 | 1,989 | 25.35 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 2,126 | 4.94 | 655 | 27.18 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 4 | 1 | ||||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 997 | 307 | ||||||
2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 1,650 | -18.28 | 491 | -18.17 | ||||
2025-07-24 | 13F | 东方银行 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 21,325 | 6.74 | 6,571 | 29.32 | ||||
2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,145 | 24.63 | 5,402 | 24.67 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS Research International 投资组合初始类别 | 15,540 | -26.72 | 4,789 | -11.22 | ||||
2025-06-27 | NP | ROBO - ROBO Global(R) 机器人与自动化指数 ETF | 54,107 | 22.59 | 16,110 | 22.64 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 35,182 | 62.04 | 9,031 | 51.74 | ||||
2025-07-24 | NP | BGSIX - 贝莱德科技机会基金机构 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 | 504,700 | -12.39 | 144,884 | 0.40 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 7,663 | -4.40 | 2,200 | 9.51 | ||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 30,683 | -4.50 | 9 | 12.50 | ||||
2025-07-28 | NP | VCNIX - 纳斯达克 100 指数基金 | 17,267 | -3.18 | 4,957 | 10.95 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 67 | 19.64 | 19 | 35.71 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,739 | 43.33 | 844 | 73.66 | ||||
2025-08-29 | NP | WTAI - WisdomTree人工智能与创新基金 NA | 6,471 | -43.54 | 1,994 | -31.60 | ||||
2025-05-12 | 13F | 瑞穗证券美国有限公司 | 21,960 | -15.52 | 5,585 | -28.49 | ||||
2025-07-03 | 13F | 加德资本公司 | 1,015 | 0.00 | 313 | 20.93 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 1,674 | 3.08 | 516 | 24.70 | ||||
2025-08-08 | 13F | Abc 套利 Sa | 14,724 | 4,537 | ||||||
2025-08-14 | 13F | 纳帕财富管理 | 1,743 | -7.53 | 537 | 12.11 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 15,814 | 4,873 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 60,600 | -0.82 | 18,674 | 20.17 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 80,166 | -0.21 | 24,703 | 20.91 | ||||
2025-04-25 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1 | 0 | ||||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 164,434 | 6.01 | 50,671 | 28.44 | ||||
2025-08-08 | 13F | Lgt 资本合伙有限公司 | 100,167 | 98.74 | 30,866 | 140.80 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 4,209 | 7.10 | 1,297 | 29.83 | ||||
2025-08-21 | NP | VLAAX - 价值线资产配置基金公司 | 72,700 | 0.00 | 22,403 | 21.16 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 2,111 | 2.53 | 651 | 24.28 | ||||
2025-07-22 | NP | GTEK - 高盛未来科技领袖股票 ETF | 16,182 | -1.50 | 4,645 | 12.88 | ||||
2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 1,342 | 35.28 | 400 | 35.25 | ||||
2025-07-29 | 13F | 哨兵投资管理有限公司 | 873 | 0.00 | 0 | |||||
2025-07-31 | 13F | 奥本海默公司 | 1,054 | 325 | ||||||
2025-07-17 | 13F | KG&L 资本管理有限公司 | 1,020 | 314 | ||||||
2025-06-26 | NP | AAICX - Alger 人工智能推动者与采用者基金 C 类 | 164 | 8.61 | 49 | 9.09 | ||||
2025-08-26 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 11,322 | 0.00 | 3,489 | 21.15 | ||||
2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 1,800 | -3.74 | 555 | 16.63 | ||||
2025-05-15 | 13F | 维维恩基金管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | TCW集团公司 | 473,645 | -1.08 | 145,954 | 19.85 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 43,663 | -18.42 | 13,455 | -7.71 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 320,667 | 2.54 | 98,814 | 24.24 | ||||
2025-08-04 | 13F | 俄亥俄州 | 70,820 | 16.15 | 21,823 | 40.73 | ||||
2025-08-12 | 13F | 北极星资产管理公司 | 12,462 | 3,840 | ||||||
2025-08-27 | NP | HRNOX - 胡德河新机会基金机构股份 | 3,798 | 16.22 | 1,170 | 40.79 | ||||
2025-07-29 | NP | JGQYX - 詹森全球质量增长基金 - Y 股 | 4,640 | 50.65 | 1,332 | 72.76 | ||||
2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 5,448 | -4.42 | 1,564 | 9.53 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 12,174 | -8.77 | 3,751 | 10.55 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 1,935 | -2.22 | 596 | 18.49 | ||||
2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 148 | -79.21 | 46 | -75.14 | ||||
2025-08-13 | 13F | 奥默斯管理公司 | 9,789 | 0.00 | 3,016 | 21.17 | ||||
2025-08-21 | NP | VALSX - Value Line Select Growth Fund, Inc. 投资者类别 | 67,000 | 0.00 | 20,646 | 21.16 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 790 | 201 | ||||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 2,800 | 712 | |||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 4,400 | 1,119 | |||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 661,194 | -15.91 | 203,696 | 1.86 | ||||
2025-07-07 | 13F | 全球财富策略与合伙人 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 8,644 | 22.75 | 2,481 | 40.65 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 2,158 | -2.44 | 665 | 18.15 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | 3,549 | 1,094 | ||||||
2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 5,890 | -16.77 | 1,815 | 0.89 | ||||
2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 354 | -4.84 | 109 | 15.96 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 150,182 | 3.46 | 44,715 | 3.50 | ||||
2025-08-08 | 13F | 阿瓦隆信托公司 | 130 | 0.00 | 40 | 21.21 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 576 | 9.51 | 177 | 33.08 | ||||
2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | Call | 0 | 516 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 36,400 | 11,217 | |||||
2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 26,617 | 1.49 | 8,202 | 22.97 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 23,534 | 0.00 | 7,252 | 21.17 | ||||
2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | 10,627 | 9.64 | 3,109 | 3.08 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 9,700 | 410.53 | 2,989 | 518.84 | |||
2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 74 | -28.85 | 23 | -15.38 | ||||
2025-05-29 | NP | JAFGX - 资本增值信托资产净值 | 40,674 | 15.10 | 10,345 | -2.57 | ||||
2025-06-25 | NP | EXEYX - 股票系列 S 级 | 7,312 | 34.39 | 2,177 | 34.47 | ||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 3,494 | -5.41 | 1,077 | 14.59 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 583 | 291.28 | 180 | 383.78 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 34 | 1,600.00 | 11 | |||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 1,267,187 | 15.13 | 390,484 | 26.51 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 2,196 | 0.00 | 677 | 21.15 | ||||
2025-08-14 | 13F | 前奏资本管理有限公司 | 771 | 238 | ||||||
2025-07-22 | 13F | LGT基金管理有限公司 | 7,062 | 101.77 | 2,176 | 144.49 | ||||
2025-06-23 | NP | TEPIX - 科技超行业深度投资者类别 | 1,318 | -33.20 | 392 | -33.22 | ||||
2025-08-08 | 13F | 联合资产策略公司 | 6,389 | -0.36 | 1,969 | 20.74 | ||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 14 | 0.00 | 4 | 33.33 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 12,441 | 10.53 | 4 | 50.00 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 3,344 | 1.80 | 1,021 | 21.00 | ||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 10,624 | 0.00 | 3 | 50.00 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 44 | 57.14 | 14 | 85.71 | ||||
2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 1,826 | 13.49 | 565 | 38.14 | ||||
2025-07-09 | 13F | 第一银行与信托 | 2,759 | -0.18 | 850 | 21.08 | ||||
2025-08-13 | 13F | 胜利金融集团有限公司 | 778 | 240 | ||||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 7,671 | 9.10 | 2,364 | 32.23 | ||||
2025-06-20 | NP | SSPX - Janus Henderson 美国可持续股票 ETF | 510 | 0.00 | 152 | 0.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 可持续美国主题投资组合 K 级 | 685 | -50.36 | 211 | -39.71 | ||||
2025-07-11 | 13F | 永久有限公司 | 2,653 | -27.20 | 818 | -11.77 | ||||
2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 2,700 | 832 | ||||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 341 | -11.89 | 102 | -12.17 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 490,422 | -11.51 | 151,124 | 7.22 | ||||
2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 8 | -20.00 | 2 | 0.00 | ||||
2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 4 | 0.00 | 1 | 0.00 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 350,814 | 686.30 | 108,103 | 852.70 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 4,183 | -71.81 | 1 | -66.67 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 14,114 | 16.35 | 4,052 | 33.34 | ||||
2025-08-08 | 13F | 纯种金融服务有限公司 | 1,075 | -32.98 | 0 | |||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 17,287 | 0.40 | 5,327 | 21.63 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 316,532 | 28.03 | 97,539 | 55.12 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 5,700 | 1,756 | |||||
2025-04-28 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | FDG - 美国世纪聚焦动态增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,668 | 37.00 | 11,100 | 57.00 | ||||
2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 234 | 120.75 | 70 | 122.58 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 24,211 | -2.67 | 7,461 | 17.93 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 15,200 | 7.04 | 4,684 | 29.69 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 17,225 | 14.25 | 5,308 | 38.42 | ||||
2025-08-13 | 13F | 资本分析师公司 | 1,488 | 0.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 纳斯达克 100 指数基金标准 | 2,152 | -2.23 | 663 | 18.60 | ||||
2025-04-25 | NP | POWA - 景顺防御性股票 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 47 | 23.68 | 0 | |||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 197,427 | 0.65 | 60,837 | 21.95 | ||||
2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 84,383 | 0.00 | 26,003 | 21.16 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 884 | 0.91 | 272 | 22.52 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 436,958 | 6.82 | 134,649 | 29.42 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 8 | 100.00 | 2 | 100.00 | ||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 100,501 | 10.71 | 28,851 | 26.87 | ||||
2025-07-30 | 13F | 道德公司 | 26,255 | 4.88 | 8,013 | 23.70 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 15,035 | -34.73 | 4,497 | -23.25 | ||||
2025-08-13 | 13F | 韩国投资公司 | 174,138 | 9.25 | 53,661 | 32.37 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 2,058,310 | 15.99 | 634,268 | 40.53 | ||||
2025-03-26 | NP | FTLS - First Trust 多头/空头股票 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 帕克伍德有限责任公司 | 40,549 | -41.99 | 12 | -29.41 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,000 | 19.11 | 29,582 | 44.32 | ||||
2025-04-22 | NP | AFLG - First Trust Active Factor 大盘 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 6,583 | -0.17 | 2,029 | 20.93 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 129 | 37 | ||||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 31 | 9 | ||||||
2025-04-21 | 13F | 卡塔利娜资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,170,717 | 1.44 | 668,906 | 22.91 | ||||
2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 1,322 | 0.00 | 393 | 7.67 | ||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 57,500 | 27.78 | 18 | 54.55 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 79,574 | 6.51 | 24,521 | 29.05 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 23,111 | -1.75 | 7,122 | 19.04 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆纳斯达克 100 指数基金 (I) | 138,909 | -0.61 | 42,805 | 20.43 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 1,315 | -1.65 | 405 | 19.12 | ||||
2025-08-18 | 13F | 1248 管理有限责任公司 | 789 | 60.37 | 243 | 94.40 | ||||
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 | 5,962 | -2.96 | 1,837 | 17.61 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 4,249 | 1,309 | ||||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 818 | 252 | ||||||
2025-08-11 | 13F | 平台技术合作伙伴 | 667 | 206 | ||||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 854 | -0.12 | 285 | 31.34 | ||||
2025-08-12 | 13F | 万国数据财富管理 | 24,063 | 7,415 | ||||||
2025-06-26 | NP | HEOMX - 哈特福德气候机会基金 A 级 | 4,267 | 1,270 | ||||||
2025-08-01 | 13F | 红木公园顾问有限公司 | 1,511 | 0.00 | 466 | 21.09 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 47,768 | 1.27 | 13,713 | 16.06 | ||||
2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 14,124 | -0.74 | 4,352 | 20.29 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -4,774 | -52.91 | -1,471 | -42.94 | |||
2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 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 | 377,092 | 11.50 | 116,201 | 35.09 | ||||
2025-08-14 | 13F | 夏威夷银行 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 18,700 | -36.61 | 5,762 | -23.19 | |||
2025-08-13 | 13F | 资本基金管理公司 | Put | 29,500 | 10.49 | 9,090 | 33.87 | |||
2025-06-27 | NP | IGPT - 景顺动态软件 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 | 35,441 | 1.41 | 10,552 | 1.45 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133 | 17.70 | 40 | 18.18 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 4,856 | -1.42 | 1,496 | 19.49 | ||||
2025-05-14 | 13F | 投资组合设计实验室有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | OFIGX - 奥伯韦斯聚焦国际成长基金 | 800 | 14.29 | 247 | 38.20 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 4,787 | 3.91 | 1,475 | 25.96 | ||||
2025-08-07 | 13F | 弗里蒙特管理公司 | 39,200 | 330.77 | 12,079 | 422.00 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 4,582,619 | -5.70 | 1,412,134 | 14.26 | ||||
2025-07-31 | 13F | 资金存管及寄售 | 2,805 | 0.00 | 864 | 21.18 | ||||
2025-08-01 | 13F | 华侨银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 7,723 | 24.99 | 2,299 | 25.08 | ||||
2025-08-28 | NP | ADJEX - Azzad 道德基金 | 18,363 | 0.00 | 5,659 | 21.16 | ||||
2025-07-24 | 13F | Invictus 私人财富有限公司 | 787 | -16.10 | 243 | 1.68 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 368 | 23.49 | 113 | 50.67 | ||||
2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 829 | 0.00 | 255 | 21.43 | ||||
2025-05-09 | 13F | 格拉斯财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 延龄草资产管理有限公司 | 86,690 | -5.01 | 26,715 | 15.09 | ||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 54 | -6.90 | 0 | |||||
2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 伯尼公司/ | 30,661 | -0.73 | 9,448 | 20.30 | ||||
2025-06-27 | NP | TECL - Direxion 每日科技牛股 3 倍 | 51,752 | -10.71 | 15,409 | -10.68 | ||||
2025-05-29 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 蓝云杉投资有限公司 | 1,862 | -33.50 | 574 | -19.52 | ||||
2025-08-29 | NP | OPTZ-优化策略指数ETF | 7,674 | -0.70 | 2,365 | 20.31 | ||||
2025-08-15 | NP | STMGX - American Beacon Stephens 中型成长基金投资者类别 | 30,909 | -38.91 | 9,525 | -25.98 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 71,219 | 10.60 | 21,205 | 10.64 | ||||
2025-03-17 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | NP | NDXKX - 纳斯达克 100 指数基金 K 股 | 31,175 | -4.43 | 8,949 | 9.52 | ||||
2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 2,775 | 3.35 | 855 | 25.37 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 30,563 | -46.23 | 9,418 | -34.85 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 321 | 105.77 | 96 | 106.52 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 48,321 | 2.00 | 14,387 | 2.05 | ||||
2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,312,750 | -0.31 | 1,020,824 | 20.79 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 138 | -8.00 | 43 | 10.53 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 26,350 | 16.66 | 7,845 | 16.71 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 214 | 66 | ||||||
2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 10,329 | 6.55 | 3,183 | 29.09 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 1,452 | -18.75 | 447 | -1.54 | ||||
2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 7,820 | -40.02 | 2,410 | -27.33 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,425 | 27.77 | 696 | 46.53 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 1,875 | 14.19 | 558 | 14.34 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 34,400 | -1.15 | 10,600 | 19.77 | ||||
2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 182,463 | 91.97 | 56,226 | 132.59 | ||||
2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 9,050 | 0.00 | 2,789 | 21.16 | ||||
2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 19,043 | 0.00 | 5,467 | 14.59 | ||||
2025-08-13 | 13F | 北方信托公司 | 2,946,799 | -1.61 | 908,056 | 19.21 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 25 | 0.00 | 8 | 16.67 | ||||
2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 5,187 | -29.86 | 1,544 | -29.82 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | Call | 20,700 | -37.27 | 1,122 | 69.85 | |||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 704 | -6.51 | 217 | 13.09 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 33,598 | 23.57 | 10,980 | 58.81 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 578 | -4.62 | 178 | 15.58 | ||||
2025-05-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | UMA 金融服务公司 | 272 | 27.70 | 84 | 53.70 | ||||
2025-08-14 | 13F | 圆财富管理有限公司 | 3,277 | 91.41 | 1,010 | 131.95 | ||||
2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values 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 | 5,116 | 1.67 | 1,523 | 1.74 | ||||
2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 11,577 | -13.92 | 3,323 | -1.34 | ||||
2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 13,064 | 47.08 | 3,890 | 47.14 | ||||
2025-08-12 | 13F | 美国APG资产管理公司 | 8,249 | 0.00 | 2,553 | 19.59 | ||||
2025-08-01 | 13F | 第一指挥咨询服务公司 | 8 | 0.00 | 2 | 0.00 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 8,945 | -0.31 | 2,756 | 20.77 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Ivy 中型成长投资组合 IB 级 | 29,549 | 0.00 | 9,106 | 21.16 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 7,413 | -6.50 | 2,284 | 13.29 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 299,830 | 25.67 | 92,393 | 52.27 | ||||
2025-08-21 | NP | MWMIX - VanEck Morningstar Wide Moat 基金 I 类 | 1,506 | -4.62 | 464 | 15.71 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 1,751 | -4.94 | 540 | 15.17 | ||||
2025-08-14 | 13F | 华莱士哈特有限责任公司 | 4,166 | 1,284 | ||||||
2025-07-24 | 13F | 西方银行公司 | 976 | -1.31 | 301 | 19.52 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 10,098 | 5.34 | 3,112 | 27.66 | ||||
2025-05-08 | 13F | 战略倡导者有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 18,977 | 7.02 | 5,848 | 24.46 | ||||
2025-04-24 | 13F | 唐纳雀财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 324,935 | -0.74 | 100,129 | 20.27 | ||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,495 | 461 | ||||||
2025-07-21 | 13F | 铂金投资管理有限公司 | 8,297 | 30.93 | 2,557 | 58.66 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 32,464 | 10,004 | ||||||
2025-07-22 | 13F | DB Root 有限公司 | 2,232 | 23.04 | 688 | 49.02 | ||||
2025-08-07 | 13F | 戴维森资本管理公司 | 34 | 0.00 | 10 | 25.00 | ||||
2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 591 | 145.23 | 176 | 146.48 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 6,265 | 23.91 | 1,912 | 47.42 | ||||
2025-08-14 | 13F | 南山人寿保险股份有限公司 | 6,302 | 0.00 | 1,942 | 21.16 | ||||
2025-06-30 | 13F | 沙特基础工业公司养老基金 | 5,200 | -5.45 | 1 | 0.00 | ||||
2025-07-25 | 13F | 第1858章 | 1,719 | 0.00 | 530 | 21.05 | ||||
2025-06-26 | NP | APGAX - AB 大盘成长基金公司 A 类 | 762,838 | 11.83 | 227,127 | 11.88 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 66,319 | 18.10 | 20 | 42.86 | ||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 42 | 5.00 | 13 | 20.00 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 637 | 18.84 | 191 | 40.44 | ||||
2025-03-31 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -11,161 | -3,322 | |||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 114,941 | -0.99 | 35,419 | 19.97 | ||||
2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 13,860 | -3.89 | 4,271 | 16.44 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 114,259 | 1.45 | 35,209 | 22.92 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 286,506 | -11.28 | 88,287 | 7.50 | ||||
2025-06-26 | NP | CNECX - 阿尔及尔集中股票基金 C 类 | 224 | -41.67 | 67 | -42.11 | ||||
2025-08-13 | 13F | 优化财务公司 | 7,674 | -0.70 | 2,365 | 20.31 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 363,184 | -5.71 | 112 | 14.29 | ||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 8,088 | -2.54 | 2,492 | 18.10 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 43,164 | -17.71 | 13,301 | -0.29 | ||||
2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 2,327 | -11.92 | 717 | 6.86 | ||||
2025-07-22 | 13F | LGT集团基金会 | 8,175 | -7.63 | 2,519 | 11.96 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 1,833 | -6.57 | 565 | 13.25 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 45,609 | -2.07 | 14,054 | 18.65 | ||||
2025-08-13 | 13F | 资本世界投资者 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 17 | 0.00 | 5 | 25.00 | ||||
2025-08-13 | 13F | 罗伯茨资本顾问有限责任公司 | 2,735 | 0.00 | 843 | 21.15 | ||||
2025-08-15 | NP | BCHP - 本金聚焦蓝筹 ETF 本金聚焦蓝筹 ETF | 14,184 | 4.32 | 4,371 | 26.37 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 1,120 | 0.00 | 345 | 21.48 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 3,275 | 1,009 | ||||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 10,904 | 14.21 | 3,130 | 30.91 | ||||
2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 1,052,760 | 4.99 | 302,216 | 20.32 | ||||
2025-06-26 | NP | FOKFX - 富达场外交易 K6 投资组合 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 | 57,810 | -29.51 | 17,212 | -29.48 | ||||
2025-08-27 | NP | CLTAX - Catalyst/Lyons 战术分配基金 A 类 | 2,522 | -6.14 | 777 | 13.76 | ||||
2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 3,778 | -6.85 | 1,164 | 12.90 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 4,298 | 41.34 | 1,326 | 71.41 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 13,822 | 141.01 | 4,259 | 192.11 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 6,400 | 1,974 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 10,327 | -23.95 | 3,182 | -7.85 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 135 | 42 | ||||||
2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 3,210 | 27.38 | 989 | 54.53 | ||||
2025-08-06 | 13F | 塞蒂安资本有限公司 | 46,300 | 0.00 | 14,267 | 21.16 | ||||
2025-07-30 | NP | DTEC - 阿尔卑斯颠覆性技术 ETF | 3,270 | 10.18 | 939 | 26.24 | ||||
2025-06-25 | NP | WELLS FARGO MASTER TRUST - 富国银行 C&B 大盘价值投资组合 C&B 大盘价值投资组合 | 9,573 | -23.07 | 2,850 | -23.04 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 4,171 | 51.84 | 1,242 | 51.90 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 6,599 | 184.93 | 2,033 | 245.16 | ||||
2025-05-07 | 13F | 客观资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,245 | 5.96 | 384 | 28.52 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 4,320 | 17.65 | 1,240 | 34.93 | ||||
2025-05-07 | 13F | 茨威格-迪梅纳联合有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 81 | 1,250.00 | 25 | 2,300.00 | ||||
2025-05-06 | 13F | 融合投资伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 10,012 | -0.73 | 3,085 | 20.27 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 全球科技基金 A 类 | 144,424 | -30.72 | 41,460 | -20.61 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 2,748 | 0.00 | 847 | 21.20 | ||||
2025-08-13 | 13F | M&T银行公司 | 31,419 | -11.10 | 9,682 | 7.72 | ||||
2025-08-27 | NP | HEAT - Touchstone 气候转型 ETF | 826 | 0.00 | 255 | 20.95 | ||||
2025-08-11 | 13F | 添马证券有限责任公司 | 43,742 | 0.42 | 13,479 | 21.67 | ||||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 660 | 203 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 22 | 144.44 | 7 | 200.00 | ||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 49 | 0.00 | 15 | 25.00 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 5,560 | -3.66 | 2 | 0.00 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 2,189 | -0.64 | 675 | 20.36 | ||||
2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 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 | 1,219 | -12.11 | 350 | 0.58 | ||||
2025-03-25 | NP | FAD - First Trust Multi Cap Growth 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 | 664 | -61.71 | 198 | -57.54 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 115,469 | -8.66 | 35,582 | 10.66 | ||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 16 | 0.00 | 5 | 0.00 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 30,073 | 0.17 | 9,266 | 21.43 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,856 | 1.87 | 553 | 1.85 | ||||
2025-05-13 | 13F | 洛德雅培有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 5,552 | 1,711 | ||||||
2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-21 | NP | VLIFX - 专注于价值线中型股的基金公司 | 149,600 | 0.00 | 46,099 | 21.16 | ||||
2025-07-23 | NP | LCG - Sterling Capital Focus 股票 ETF | 3,240 | -8.89 | 930 | 4.49 | ||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157,423 | 0.69 | 45,191 | 15.39 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 22,171 | 4.74 | 6,832 | 26.90 | ||||
2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 272 | |||||
2025-08-26 | NP | VIRTUS 可变保险信托 - VIRTUS 战略配置系列 A 类 | 1,777 | -3.42 | 548 | 17.13 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 16,914 | 4.53 | 5,212 | 26.66 | ||||
2025-08-14 | 13F | 头投资有限公司 | 2,554 | -0.97 | 787 | 20.15 | ||||
2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | 215,870 | 0.00 | 66,520 | 21.16 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 2,319 | 0.00 | 715 | 21.22 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 2,824 | 0.00 | 870 | 21.17 | ||||
2025-07-15 | 13F | 帆船资本集团有限公司 | 2,316 | -7.43 | 714 | 12.11 | ||||
2025-08-06 | 13F | 北方资本有限公司 | 37 | 0.00 | 11 | 22.22 | ||||
2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 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 | 182,147 | -2.05 | 56,129 | 18.68 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 8 | 2 | ||||||
2025-07-28 | NP | VSRDX - 美国社会责任基金 | 8,533 | 20.73 | 2,450 | 38.36 | ||||
2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 1,446 | -18.67 | 446 | -1.55 | ||||
2025-08-29 | NP | WEBCX - Teton Westwood 平衡基金 A 类 | 538 | -24.01 | 166 | -8.33 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 372 | -28.05 | 115 | -12.98 | ||||
2025-04-28 | 13F | Fedenia 顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | HHM 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 62,874 | -14.62 | 19 | 5.56 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 766 | 0.00 | 236 | 21.65 | ||||
2025-05-29 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -1,741 | -443 | |||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 27,446 | 0.00 | 8,457 | 21.16 | ||||
2025-08-26 | NP | PRGTX - T. Rowe Price 全球科技基金公司 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 | 160,199 | -0.69 | 49,365 | 20.32 | ||||
2025-08-26 | NP | TTEQ-T. Rowe Price 科技 ETF | 1,262 | 25.20 | 389 | 51.56 | ||||
2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 1,500,000 | 0.00 | 462,225 | 21.16 | ||||
2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 208,284 | -4.59 | 64,183 | 15.60 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 75 | 0.00 | 23 | 21.05 | ||||
2025-08-14 | 13F | 战略财富设计师 | 103 | 32 | ||||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 24 | 7 | ||||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 280 | -8.20 | 86 | 11.69 | ||||
2025-07-29 | 13F | 计划解决方案公司 | 685 | 211 | ||||||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 8,270 | -7.94 | 2,462 | -7.89 | ||||
2025-06-27 | NP | RSPT - Invesco S&P 500 等权重技术 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 | 187,687 | 10.86 | 55,882 | 10.90 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 59,875 | -0.12 | 18,450 | 21.02 | ||||
2025-08-01 | 13F | 詹尼森联合有限公司 | 9,338,102 | 3.01 | 2,877,536 | 24.81 | ||||
2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通数字发展战略基金 Y 类 | 742 | 0.41 | 189 | -15.32 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 54 | 0.00 | 17 | 23.08 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 940 | -7.02 | 290 | 12.45 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 27 | 8 | ||||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 11,568 | -2.14 | 3,565 | 18.56 | ||||
2025-05-01 | 13F | 家族企业有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-29 | NP | SSVSX - 胜利特别价值基金 A 类 | 1,010 | -9.34 | 257 | -23.35 | ||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 7,320 | 11.16 | 2,256 | 34.71 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 110,394 | 34,018 | ||||||
2025-08-14 | 13F | 瑞银集团 | Call | 8,496 | 2,618 | |||||
2025-08-22 | NP | FCNTX - 富达对冲基金 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 | 310,505 | -4.27 | 95,682 | 15.98 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 102,000 | 31,431 | |||||
2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 16,769 | -1.67 | 4,814 | 12.69 | ||||
2025-06-30 | NP | FOWF - Pacer Solactive Whitney 未来战争 ETF | 27 | -10.00 | 8 | 0.00 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 763 | 0 | ||||||
2025-08-14 | 13F | 瑞银集团 | 764,217 | -25.51 | 235,493 | -9.74 | ||||
2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 19,248 | 102.95 | 5,931 | 145.90 | ||||
2025-06-25 | NP | EIVAX - 富国银行经典价值基金(原名富国银行内在价值基金)A 类 | 92,488 | 19.96 | 27,537 | 20.01 | ||||
2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 4,271 | -18.97 | 1,316 | -1.79 | ||||
2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 8 | 0.00 | 2 | 0.00 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 8,885 | -29.17 | 2,738 | -14.20 | ||||
2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus KAR 资本增长系列 A 级 | 19,017 | -3.19 | 5,860 | 17.29 | ||||
2025-06-23 | NP | UOPIX - Ultranasdaq-100 深度投资者类别 | 11,745 | -16.98 | 3,497 | -16.96 | ||||
2025-05-15 | 13F | CSS 有限公司/il | Put | 0 | -100.00 | 0 | ||||
2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 1,984 | 0.00 | 611 | 21.23 | ||||
2025-08-27 | NP | TSAGX - Touchstone 大公司成长基金 A 类 | 7,131 | 0.00 | 2,197 | 21.18 | ||||
2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 487,221 | -1.26 | 150,137 | 19.63 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 221 | -34.23 | 0 | |||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 216,183 | 17.35 | 67 | 43.48 | ||||
2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 33,700 | 4.98 | 9,674 | 20.31 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 995 | -0.60 | 307 | 20.47 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 223,446 | -2.66 | 69 | 17.24 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 10,734 | -0.15 | 3,308 | 20.96 | ||||
2025-08-21 | NP | 护城河 - VanEck Vectors Morningstar Wide Moat ETF | 605,049 | -13.79 | 186,446 | 4.45 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 10,450 | 13.23 | 3,220 | 37.20 | ||||
2025-06-25 | NP | MNMCX - Pro-Blend(R) 中期系列 L 级 | 14,984 | 17.35 | 4,461 | 17.39 | ||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 0 | -100.00 | 0 | ||||
2025-08-05 | 13F | 希尔斯银行信托公司 | 2,347 | 109.93 | 723 | 154.58 | ||||
2025-08-14 | 13F | 奥利安投资公司 | 10,233 | 6.97 | 3,153 | 29.65 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 2,917 | 3.04 | 899 | 24.72 | ||||
2025-05-29 | NP | MNNAX - Victory Munder 多股基金 A 类 | 12,100 | -2.42 | 3,077 | -17.40 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 185 | -17.78 | 57 | 0.00 | ||||
2025-05-05 | 13F | 米勒金融服务有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 7,100 | -2.74 | 2,188 | 17.83 | ||||
2025-08-13 | 13F | StoneX集团公司 | 4,010 | -4.18 | 1,236 | 16.07 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 711 | 2.45 | 219 | 24.43 | ||||
2025-08-05 | 13F | 整体金融合作伙伴 | 929 | -2.31 | 286 | 18.67 | ||||
2025-07-09 | 13F | 鲍曼公司 | 1,452 | 1.47 | 447 | 23.14 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 3,052 | 0.26 | 940 | 21.45 | ||||
2025-07-25 | NP | PBCKX - 蓝筹基金机构类 | 1,227,302 | -2.89 | 352,322 | 11.29 | ||||
2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 16,806 | -3.16 | 5,179 | 17.34 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 6,706 | 42.65 | 2,066 | 72.89 | ||||
2025-06-25 | NP | FTEC - 富达 MSCI 信息技术指数 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 | 236,399 | -1.94 | 70,385 | -1.90 | ||||
2025-07-10 | 13F | 杰克逊广场资本有限公司 | 14,056 | 0.44 | 4,331 | 21.69 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 21 | 6 | ||||||
2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 3,144 | -8.28 | 969 | 11.14 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 13,368 | 13.48 | 4,119 | 37.48 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 13,262 | 4.06 | 4,087 | 26.07 | ||||
2025-08-14 | 13F | 信托信托公司 | 4,070 | 7.62 | 1,254 | 30.49 |