机构投资人持股和股东
Cummins Inc. (IT:1CMI) 有 2470 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 131,887,091 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Morgan Stanley, Geode Capital Management, Llc, Fisher Asset Management, LLC, VIMSX - Vanguard Mid-Cap Index Fund Investor Shares, and Price T Rowe Associates Inc /md/ .
Cummins Inc. (BIT:1CMI)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
The share price as of September 5, 2025 is 324.00 / share. Previously, on April 28, 2025, the share price was 255.90 / share. This represents an increase of 26.61% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | 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 | 10,475 | 24.85 | 3,078 | 2.98 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 468 | 153 | ||||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 1,800 | 0.00 | 590 | 4.43 | ||||
| 2025-05-30 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级 | 2,526 | 0.00 | 742 | -17.46 | ||||
| 2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 5,450 | -7.04 | 1,601 | -23.32 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 69,340 | 34.02 | 22,709 | 40.03 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 15,557 | -0.70 | 5,095 | 3.75 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,001 | -0.10 | 328 | 4.14 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,845 | -49.19 | 604 | -46.92 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,806 | 4.51 | 591 | 9.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 1,187 | -6.54 | 389 | -2.51 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,450,651 | 7.13 | 475,088 | 11.94 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 96,161 | -39.11 | 31,493 | -36.38 | ||||
| 2025-08-07 | 13F | CVFG有限责任公司 | 1,376 | 0.07 | 450 | 4.41 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 2,838 | 0.11 | 930 | 4.62 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 34,651 | -2.80 | 11,348 | 1.57 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 1,597 | -0.56 | 513 | -13.20 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 908 | -4.72 | 297 | -0.34 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 826 | 19.54 | 271 | 25.00 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 160 | 0.00 | 52 | 4.00 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 468 | 10.64 | 0 | |||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 564 | -0.53 | 185 | 3.95 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 18,855 | 1.91 | 6,175 | 6.48 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 650 | -3.27 | 213 | 0.95 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 10,932 | -32.92 | 3,580 | -29.90 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,050 | -8.44 | 999 | -4.41 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 644 | 0.00 | 211 | 4.48 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 2,214 | -46.98 | 712 | -53.74 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 19 | 0.00 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 2,016 | 0.00 | 660 | 4.60 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 2,964 | -11.71 | 971 | -7.79 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 5,340 | 0.00 | 1,749 | 4.48 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | CTEX - ProShares S&P Kensho Cleantech ETF | 115 | -46.76 | 37 | -54.43 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 5,893 | 8.05 | 1,930 | 12.87 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 433 | 53.00 | 148 | 68.18 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 1,941 | -34.11 | 570 | -45.66 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 8,999 | 24.71 | 2,947 | 30.34 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 144,944 | 1.76 | 47,469 | 6.33 | ||||
| 2025-08-15 | NP | BWLAX - American Beacon Bridgeway 大盘价值基金 A 类 | 9,370 | 0.00 | 3,069 | 4.50 | ||||
| 2025-05-13 | 13F | 洛伊特霍尔德集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 3,031 | 6.24 | 993 | 10.96 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 6,982 | -5.79 | 2,287 | -11.50 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 17,380 | 0.94 | 5,692 | 5.47 | ||||
| 2025-08-01 | 13F | KS联合资本管理公司 | 1,127 | 1.62 | 369 | 6.34 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 1,933 | 0.00 | 633 | 4.63 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 19,070 | 0.00 | 6,245 | 4.48 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 97 | 0 | ||||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 87 | 26 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 753 | 1.89 | 247 | 6.49 | ||||
| 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 | 59,690 | -2.25 | 19,189 | -14.64 | ||||
| 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 | 7,652 | -1.12 | 2,506 | 3.34 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 819 | 0.00 | 268 | 4.69 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 23 | 0.00 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,328 | 47.16 | 843 | 78.77 | ||||
| 2025-05-09 | 13F | CenterBook 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 2,919 | -2.41 | 956 | 1.92 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 18 | 0.00 | 6 | 0.00 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 34 | 10 | ||||||
| 2025-08-12 | 13F | 遗产信托公司 | 822 | -79.75 | 269 | -78.85 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 23,006 | -3.97 | 6,760 | -20.80 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 6,666 | -1.74 | 2,183 | 2.68 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 10,000 | 0.00 | 3,275 | 4.50 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 4,785 | 5.03 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 585,065 | 47.28 | 191,609 | 53.89 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 7,836 | 26.08 | 2,519 | 10.10 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 6,404 | -0.16 | 2,097 | 4.33 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 16,200 | -57.48 | 5,306 | -55.58 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 634 | -31.53 | 208 | -28.62 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 20 | -95.97 | 0 | |||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 85,616 | -46.24 | 28,039 | -43.82 | ||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 1,025 | 0.00 | 336 | 4.36 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 641,578 | -37.25 | 208,879 | -33.68 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 4,600 | -77.78 | 1,506 | -76.79 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 6,453 | -5.73 | 2,113 | -1.49 | ||||
| 2025-06-26 | NP | SVBAX - A 类平衡基金 | 162,976 | 9.55 | 47,889 | -9.65 | ||||
| 2025-07-17 | 13F | 奥克蒙特公司 | 65 | 0.00 | 21 | 5.00 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 635 | 0.16 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 3,600 | -56.10 | 1,179 | -54.12 | ||||
| 2025-06-25 | 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 | 3,511 | -45.92 | 1,032 | -55.41 | ||||
| 2025-07-11 | 13F | 沃特弗格森金融公司 | 1,073 | 0.00 | 351 | 4.46 | ||||
| 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 | 16,845 | 7.19 | 5,415 | -6.40 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 2,570 | -85.31 | 806 | -86.80 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,288 | 0.00 | 1,404 | 4.46 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 5,409 | 1.22 | 1,771 | 5.73 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 801,172 | 15.00 | 235,416 | -5.15 | ||||
| 2025-04-25 | NP | VGLSX - 全球策略基金 | 369 | -80.25 | 136 | -65.47 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 792 | 8.20 | 259 | 13.10 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 12,148 | -13.81 | 3,978 | -9.94 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 492 | 3.80 | 161 | 8.78 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 620 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Put | 300 | 98 | |||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 878 | -2.23 | 288 | 2.14 | ||||
| 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 | 4,111 | -20.50 | 1,346 | -16.91 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 11,734 | 59.91 | 3,843 | 67.12 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 2,615 | -0.95 | 856 | 3.51 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 83 | 5.06 | 27 | 12.50 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 3,558 | 0.57 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 19 | 0.00 | 6 | 20.00 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,249 | -1.34 | 410 | 9.07 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 91,142 | 1.05 | 30 | 3.57 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,368 | -4.87 | 448 | -0.44 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,262 | 19.31 | 2,656 | 4.20 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 646 | 0.00 | 230 | 8.49 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 11,117 | 34.02 | 3,641 | 40.00 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 6,890 | -24.16 | 2,256 | -20.76 | ||||
| 2025-05-12 | 13F | 普罗维登斯第一信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 1,077 | 2.09 | 353 | 6.67 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,732 | 1,684 | ||||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 10,551 | 9.68 | 3,455 | 14.59 | ||||
| 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 | 87,268 | -12.83 | 25,643 | -28.11 | ||||
| 2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 648 | 220 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 5,415 | 0.48 | 1,773 | 4.97 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 848 | -8.42 | 278 | -4.48 | ||||
| 2025-08-12 | 13F | 联合银行 | 49,287 | -0.33 | 16,141 | 4.15 | ||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 25 | 8 | ||||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 539 | 0.00 | 177 | 4.76 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 2,472 | -70.09 | 809 | -68.76 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 104 | 6.12 | 34 | 13.33 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 23,598 | 1.06 | 6,934 | -16.64 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 2,305 | -2.54 | 755 | 1.75 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 77,184 | -0.05 | 25,278 | 4.43 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 659 | -11.42 | 216 | -7.73 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,672 | 23.58 | 548 | 29.01 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 4,600 | 0.00 | 1,506 | 4.51 | ||||
| 2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 第一总理银行 | 58 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 190,512 | 10.16 | 62,393 | 15.10 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 133 | -8.90 | 47 | 14.63 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 837,694 | 23.30 | 274,345 | 28.83 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 220 | 4.27 | 72 | 9.09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,020 | 25.72 | 2,296 | 31.13 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 7,621 | 13.51 | 2,496 | 18.58 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,197 | 392 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 23,290 | 7,627 | ||||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 540 | -4.59 | 177 | -10.66 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 820 | -0.36 | 269 | 3.88 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 84,145 | 164.30 | 27,559 | 176.17 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 3,687 | 4.74 | 1,207 | 9.43 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 3,081 | -3.66 | 1,009 | 0.70 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 1,019 | 1.90 | 334 | 6.39 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 352 | -5.38 | 115 | -0.86 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 6,078 | 38.10 | 1,990 | 44.31 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 1,463 | -33.23 | 0 | |||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 1,300 | 0.00 | 418 | -12.76 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 27,068 | -4.90 | 8,865 | -0.64 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,809 | -35.73 | 4,522 | -32.85 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 449 | -45.97 | 147 | -43.46 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 105 | 25.00 | 34 | 30.77 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 562,745 | 0.21 | 184,299 | 104,614.77 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 33,704 | -2.42 | 11,038 | 1.97 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 20 | -61.54 | 7 | -62.50 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 11,200 | -47.17 | 3,671 | -44.75 | |||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,370 | 8.47 | 449 | 13.42 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 2,262 | -80.38 | 741 | -79.48 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 9,700 | 321.74 | 3,179 | 341.39 | |||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 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 | 41,927 | 4.66 | 12,320 | -13.68 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 2,658 | 44.85 | 1 | |||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 11 | 0.00 | 4 | -25.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 10 | 3 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,553 | 74.30 | 508 | 82.08 | ||||
| 2025-07-07 | 13F | 西联银行 | 11,757 | 471.56 | 3,850 | 497.83 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 2,718 | 0.04 | 890 | 4.58 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 13,955 | 670.14 | 5 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 174 | -61.07 | 51 | -67.92 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 763 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 9,876 | 2.14 | 3,234 | 6.73 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,756,334 | 7.45 | 575,199 | 12.27 | ||||
| 2025-08-08 | 13F | 杰克逊维尔财富管理有限责任公司 | 849 | 1.31 | 278 | 6.11 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 73,019 | 0.91 | 23,914 | 5.44 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 550 | -1.79 | 180 | 2.86 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 10,940 | -12.86 | 3,215 | -28.13 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 274 | -6.16 | 90 | -2.20 | ||||
| 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 | 11,250 | -16.70 | 3,306 | -31.30 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,664 | 0.00 | 522 | -10.17 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 22,593 | -0.31 | 7,399 | 4.17 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 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 | 436 | 16.89 | 143 | 22.41 | ||||
| 2025-07-25 | 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 | 1,701 | 53.38 | 547 | 33.82 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 7,241 | 12.96 | 2,328 | -1.40 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 377,317 | 548.75 | 123,571 | 577.88 | ||||
| 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 | 116,088 | -27.36 | 37,320 | -36.57 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 24,221 | 2.22 | 7,117 | -15.69 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 28 | 9 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 72 | 2.86 | 24 | 9.52 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 311,000 | -0.64 | 101,852 | 3.82 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 56 | 18 | ||||||
| 2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 63 | 1.61 | 19 | -18.18 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 4,707 | -12.12 | 1,542 | -8.16 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 11,150 | 103.13 | 3,652 | 112.27 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 16,698 | 24.96 | 5,469 | 30.56 | ||||
| 2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 1,370 | 0.00 | 449 | 4.43 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 149 | 0.00 | 49 | 4.35 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 5,425 | -0.18 | 1,594 | -17.67 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin 控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 第一美国银行 | 14,115 | 3.45 | 4,623 | 8.09 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 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 | 7,000 | 0.00 | 2,250 | -12.69 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 12,480 | -5.75 | 4,012 | -17.70 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 92,100 | 4.19 | 30,163 | 8.86 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 56,400 | 2.17 | 18,471 | 6.76 | |||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 14,773 | -15.75 | 4,838 | -11.97 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,219 | -6.95 | 399 | -2.68 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 821 | 5.94 | 269 | 10.29 | ||||
| 2025-07-24 | 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 | 9,628 | 0.00 | 3,095 | -12.67 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 272,150 | -4.01 | 89,129 | 0.29 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 1,532,738 | 15.83 | 501,972 | 21.02 | ||||
| 2025-07-30 | NP | HYDR - 全球 X 氢 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 | 1,738 | -3.50 | 559 | -15.84 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 106,597 | 2.21 | 31,322 | -15.69 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 7 | -36.36 | 2 | -33.33 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 2,112 | 0.00 | 692 | 4.54 | ||||
| 2025-08-27 | NP | IEYAX - 常春藤能源基金A级 | 12,347 | -2.74 | 4,044 | 1.61 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 14,961 | -25.21 | 4,900 | -21.85 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 16 | -20.00 | 5 | -16.67 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 475,125 | 6.89 | 155,603 | 11.68 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 27,310 | 1.31 | 8,025 | -16.44 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 41,210 | 0.64 | 12,109 | -16.99 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 9 | 3 | ||||||
| 2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 8,858 | -1.04 | 2,603 | -18.38 | ||||
| 2025-08-26 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 6,689 | 543.79 | 2,191 | 573.85 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 230,658 | 0.69 | 75,540 | 5.20 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Loomis Sayles 全球配置投资组合 A 类 | 19,039 | -1.43 | 6,235 | 2.99 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 3,004 | 10.89 | 966 | -3.21 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 96 | 3.23 | 30 | -6.25 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 4,431 | 0.09 | 1,451 | 4.61 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 2,177 | 17.80 | 640 | -2.89 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 2,003 | 2.40 | 656 | 6.85 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 4,730 | -15.73 | 1,549 | -20.81 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 663 | 0.00 | 217 | 4.83 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,234 | 30.72 | 732 | 36.64 | ||||
| 2025-05-22 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 38 | -24.00 | 12 | -35.29 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 3,910,766 | 2.36 | 1,280,776 | 6.95 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 6,674 | 11.18 | 2,092 | -0.05 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 901 | 0.00 | 295 | 4.61 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 1,024,681 | -7.35 | 336 | -3.18 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 31,826 | 6.48 | 10,649 | 24.63 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 565 | -1.40 | 185 | 3.35 | ||||
| 2025-07-18 | 13F | 联合银行 | 37,016 | 2.47 | 12,123 | 7.07 | ||||
| 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 | 835 | -78.95 | 297 | -77.22 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 950 | -18.73 | 311 | -15.03 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 822 | 0.00 | 269 | 4.67 | ||||
| 2025-08-14 | 13F | 美国信托投资顾问有限公司 | 625 | -15.77 | 205 | -12.07 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 4,097 | -9.26 | 1,204 | -25.19 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 12,100 | -69.04 | 3,963 | -67.65 | ||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 39,823 | -52.18 | 11,702 | -60.55 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 58 | 1.75 | 19 | 5.88 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 5,500 | 0.00 | 1,768 | -12.65 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 117,762 | -1.16 | 38,567 | 3.28 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 429 | -6.33 | 140 | -2.10 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 5,226 | 0.40 | 1,711 | 4.90 | ||||
| 2025-05-16 | 13F | 遗产财富管理有限公司/ID | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 920 | 0 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 94,373 | -39.43 | 30,911 | -36.70 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 2,420 | 0.00 | 793 | 4.49 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,661 | -1.19 | 544 | 3.23 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP 顾问公司 | 3,511 | 5.18 | 1,158 | 10.71 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 4,671 | 1,530 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 6,399 | 3.31 | 2,096 | 7.93 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 83 | 1.22 | 27 | 8.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 22,564 | 34.41 | 7,390 | 40.42 | ||||
| 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 | 9,063 | 4.56 | 2,663 | -13.74 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 1,523,048 | -1.44 | 498,798 | 2.98 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 60,513 | 13.29 | 17,781 | -6.55 | ||||
| 2025-04-22 | 13F | GAM控股公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | HAMVX - 港湾中盘价值基金机构级 | 11,300 | -16.30 | 3,320 | -30.96 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 90,272 | -3.59 | 29,564 | 0.74 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,096 | 3.30 | 771 | 29.19 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 525 | -2.78 | 172 | 1.18 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 828 | 8.24 | 271 | 13.39 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 143 | 376.67 | 46 | 650.00 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,568 | -4.45 | 514 | -0.19 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 15,700 | -0.97 | 5,142 | 3.48 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 1,437 | 0.00 | 471 | 4.44 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 26 | 0.00 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,064 | 348 | ||||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 16,212 | 81.99 | 5,309 | 90.15 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,252 | 3.24 | 1,065 | 7.90 | ||||
| 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 | 65,490 | 0.21 | 19,244 | -17.34 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 60 | 13.21 | 19 | 18.75 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 7,691 | -5.41 | 2,519 | -1.18 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 410 | -10.68 | 134 | -6.29 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 12 | 4 | ||||||
| 2025-05-29 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 470 | -70.25 | 147 | -73.27 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,487 | 0.00 | 814 | 4.49 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 948 | -5.29 | 310 | -0.96 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 1,532 | -6.13 | 502 | -1.96 | ||||
| 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 | 5,880 | -0.88 | 1,926 | 3.55 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 3,403 | 4.32 | 1,115 | 9.00 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 5,495 | 235.27 | 1,800 | 250.68 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 94 | 0.00 | 31 | 3.45 | ||||
| 2025-08-14 | 13F | 安盛公司 | 246,804 | -4.53 | 80,828 | -0.25 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 217 | 0.00 | 71 | 4.41 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 1,050 | -3.67 | 344 | 0.59 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 371 | 0.00 | 122 | 4.31 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 1,000 | 328 | ||||||
| 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 | 1,316 | -25.18 | 431 | -21.96 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 12,702 | 1.41 | 3,732 | -16.36 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 45,115 | -1.47 | 14,775 | 2.95 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 3,489 | -1.44 | 1,143 | 2.98 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 1,181 | 0.00 | 387 | 4.32 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 17,628,149 | 1.99 | 5,773,219 | 6.57 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 36,033 | -22.00 | 11,801 | -18.50 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 91 | 97.83 | 30 | 107.14 | ||||
| 2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth 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 | 39,914 | -3.94 | 11,728 | -20.77 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 821 | 0.12 | 269 | 4.69 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 11,045 | 2.73 | 3,617 | 7.36 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 2,621 | -5.75 | 858 | -1.49 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 95 | 31 | ||||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 5,327 | 8.98 | 1,745 | 13.84 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 2,061 | 5.21 | 684 | 11.24 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 332 | -31.55 | 109 | -28.95 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,309,895 | -9.40 | 428,991 | -5.34 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 7,870 | 2,577 | ||||||
| 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 | 20,209 | -31.02 | 5,938 | -43.11 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,097 | 8.32 | 674 | -5.34 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,728 | 0.23 | 566 | 4.63 | ||||
| 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 | 7,476 | 0.00 | 2,448 | 15.47 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 130,606 | 1.83 | 42,773 | 6.40 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 6,990 | -13.25 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 3 | 50.00 | 1 | |||||
| 2025-08-12 | 13F | 维维集团有限公司 | 694 | 0.29 | 227 | 4.61 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 2,095 | 0.00 | 686 | 15.49 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 907 | -5.22 | 297 | -0.67 | ||||
| 2025-06-25 | 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 | 5,272 | -134.70 | 1,549 | -130.99 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 799 | 0.00 | 262 | 4.40 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,259 | 412 | ||||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 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 | 5,704 | 1,676 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 54,300 | -9.95 | 17,784 | -5.92 | ||||
| 2025-08-11 | 13F | 奥德投资管理有限公司 | 1,954 | 0.00 | 640 | 4.41 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 185 | -2.63 | 61 | 1.69 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 1,240 | 0.00 | 406 | 4.64 | ||||
| 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 | 31,582 | -0.03 | 10,343 | 4.45 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 618 | 14.44 | 182 | -5.73 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 646 | 0.00 | 237 | 17.33 | ||||
| 2025-07-29 | NP | MRFOX - 马什菲尔德集中机会基金 | 199,412 | 11.72 | 64,107 | -2.45 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 4,622 | -4.64 | 1,514 | -0.39 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 5,713 | -12.61 | 1,871 | -8.64 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 51,963 | 399.79 | 17,018 | 422.31 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 19,351 | -58.81 | 6,337 | -56.96 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 739 | 1.79 | 263 | 10.50 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | 1,801 | 590 | ||||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 3,031 | 3.03 | 993 | 7.59 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 3,001 | -18.25 | 983 | -14.61 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 11,336 | -0.96 | 3,713 | 3.48 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 4,727 | 16.60 | 1,548 | 21.89 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 2,082 | -27.53 | 682 | -24.33 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 228 | 35.71 | 75 | 42.31 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 29,740 | 6.44 | 9,740 | 11.21 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 97,903 | 1,400.20 | 32,063 | 1,467.87 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 119,255 | -3.26 | 39,056 | 1.08 | ||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 125,272 | -2.09 | 41,027 | 2.31 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 8,643 | 3.26 | 2,831 | 7.89 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 74,816 | -1.38 | 24,503 | 3.05 | ||||
| 2025-05-05 | 13F | 水手投资集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 37,915 | 1.36 | 12,417 | 5.90 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 360 | 1.69 | 118 | 6.36 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 1,078 | -83.78 | 353 | -83.05 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 3,574 | 0.17 | 1,149 | -12.57 | ||||
| 2025-08-13 | 13F | 林奇资产管理公司 | 18,450 | 3.94 | 6,042 | 8.61 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 17,836 | 5,841 | ||||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 4,857 | 2.86 | 1,591 | 7.43 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 740 | 0.00 | 242 | 4.76 | ||||
| 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 | 6,693 | 13.11 | 2,192 | 18.18 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 553 | 0.00 | 181 | 4.62 | ||||
| 2025-05-30 | NP | CPEAX - Catalyst Dynamic Alpha 基金 A 类 | 9,970 | -7.43 | 3,125 | -16.78 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 1,361 | -4.63 | 446 | -0.45 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 1,368 | 0.00 | 448 | 4.67 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 7,170 | -1.69 | 2,348 | 2.76 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 363 | 515.25 | 119 | 555.56 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 3,629 | -50.75 | 1,188 | -48.55 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 19,991 | 7 | ||||||
| 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 | 4,170 | -30.03 | 1,225 | -42.30 | ||||
| 2025-07-24 | 13F | 康宁公司 | 106,070 | 4.30 | 34,738 | 8.98 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 951 | 12.28 | 311 | 17.36 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 1,523 | -81.56 | 499 | -80.76 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 8,700 | -0.14 | 2,849 | 4.36 | ||||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 10,000 | 0.00 | 2,938 | -17.52 | ||||
| 2025-08-14 | 13F | 南岸银行 | 6,638 | 2.14 | 2,174 | 6.68 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 6,300 | 0.00 | 2,063 | 4.51 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 12,117 | 4.31 | 3,895 | -8.91 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 13,752 | -3.18 | 4,504 | 1.17 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 73,211 | 5.12 | 23,977 | 9.83 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 3,740 | 5.47 | 1,225 | 10.17 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 177 | 0.00 | 58 | 5.45 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 131,919 | -44.07 | 43,203 | -41.56 | ||||
| 2025-08-28 | NP | BIGRX - 收入与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 | 82,617 | -4.59 | 27,057 | -0.31 | ||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 20,802 | 0.02 | 6,813 | 4.51 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 5,666 | 4.25 | 1,856 | 8.93 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 6,679 | -39.47 | 2,187 | -36.76 | ||||
| 2025-04-01 | NP | SPDV - AAM S&P 500 高股息价值 ETF | 5,197 | 36.58 | 1,851 | 47.96 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 18,355 | -0.56 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 77,003 | 10.41 | 25,218 | 15.36 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 4,273 | -96.15 | 1,399 | -95.98 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 18,548 | -1.43 | 6,074 | 2.98 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,689 | -1.86 | 553 | 2.60 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 223 | -3.46 | 73 | 1.39 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 6,599 | 0.00 | 2,121 | -12.68 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 7,297 | 119.26 | 2,390 | 129.05 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 39,968 | 16.30 | 13,005 | 20.52 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,262 | 9.77 | 5,653 | 14.71 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 1,745 | 0.00 | 571 | 4.58 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 50,710 | 16,608 | ||||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 2,614 | -6.21 | 856 | -1.95 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,229 | 402 | ||||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 9,291 | 6.66 | 3,043 | 11.43 | ||||
| 2025-04-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 1,012 | -28.23 | 373 | -29.55 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 70 | 0.00 | 23 | 4.76 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 21,470 | 32.36 | 7,893 | 55.23 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 7,746 | -14.60 | 2,490 | -25.43 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 910 | 0.00 | 298 | 4.56 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,725 | 0.00 | 565 | 4.44 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 1,541 | 10.07 | 515 | 28.75 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 7,158 | 7.88 | 2,344 | 18.44 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 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 | 6,039 | 9.90 | 1,774 | -9.35 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 3,597 | 1,178 | ||||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 20,283 | 537.23 | 6,643 | 566.20 | ||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 288 | 0.00 | 94 | 4.44 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,071 | -0.19 | 351 | 4.17 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 17,583 | -0.17 | 5,511 | -10.23 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 28,926 | 0.00 | 8,500 | -17.52 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 722 | 27.79 | 236 | 33.33 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 17,184 | -7.21 | 5,628 | -3.05 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,102,479 | -4.62 | 361,062 | -0.34 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 474 | 0.00 | 155 | 4.73 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 86,479 | 2.95 | 27,801 | -10.10 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 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 | 68,108 | 414.84 | 20,013 | 324.70 | ||||
| 2025-05-08 | 13F | 遗产桥有限责任公司 | 0 | 0 | ||||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 3,329 | 1,090 | ||||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 2,312 | -2.20 | 757 | 2.30 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 9,800 | 30.67 | 3,210 | 36.55 | |||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 23,548 | -21.09 | 7,712 | -17.56 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 5,400 | -31.65 | 1,768 | -28.59 | |||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 6,193 | -79.85 | 1,991 | -82.41 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 5,672 | -20.84 | 1,667 | -34.72 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 486 | 6.58 | 156 | -6.59 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 217,369 | 30.61 | 71,189 | 36.47 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 44,982 | 3.02 | 14,731 | 7.64 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 468 | 134.00 | 147 | 111.59 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 46,221 | 0.00 | 15,137 | 4.49 | ||||
| 2025-08-25 | NP | CARZ - 第一信托纳斯达克全球汽车指数基金 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 | 516 | -11.03 | 169 | -7.18 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 17,334 | 4.62 | 5,677 | 9.30 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 101 | 0.00 | 33 | 6.45 | ||||
| 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 | 217 | -7.26 | 77 | 1.32 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 56,400 | -54.55 | 18,471 | -52.52 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,105 | 0.45 | 362 | 5.23 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 73,494 | 9.01 | 23,627 | -4.82 | ||||
| 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 | 19,560 | 0.00 | 5,748 | -17.52 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 4,185 | -29.91 | 1,371 | -26.78 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 21,498 | 2.28 | 7,041 | 6.86 | ||||
| 2025-04-18 | NP | AVLV - Avantis 美国大盘价值 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 | 895 | -98.99 | 330 | -99.01 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 181 | 0.56 | 58 | -12.12 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 2,935 | 19.02 | 961 | 24.48 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 12,217 | -6.90 | 3,590 | -23.23 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 640 | 210 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 122,264 | 3.83 | 35,926 | -14.36 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 139,617 | -10.62 | 44,884 | -21.96 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 2,702 | 27.51 | 885 | 33.13 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 2,553 | 4.46 | 836 | 9.28 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 65 | 16.07 | 21 | 23.53 | ||||
| 2025-05-12 | 13F | 特雷诺资本管理公司 | Call | 0 | 0 | |||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 28,404 | 1.45 | 9,303 | 5.99 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 806 | 0.00 | 259 | -12.50 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 834 | -5.33 | 321 | 15.94 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 43 | 0.00 | 14 | 7.69 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 1,050 | 0.00 | 344 | 4.26 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 681 | -52.54 | 200 | -52.15 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 4,537 | 11.83 | 1,486 | 16.84 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,339 | -2.90 | 0 | |||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 126 | 0.00 | 41 | 5.13 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 8,566 | -9.05 | 2,517 | -24.98 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 820 | -0.36 | 269 | 4.28 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 5,616 | 3.60 | 1,839 | 5.57 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 1,054 | -49.18 | 0 | |||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 12 | 0.00 | 4 | -25.00 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 4,323 | 0.53 | 1,416 | 5.05 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 69,387 | 1.72 | 23 | 4.76 | ||||
| 2025-05-27 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 2,970 | 39.24 | 931 | 25.17 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 4,209 | -13.25 | 1,237 | -28.47 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 721 | 0.00 | 236 | 4.89 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 4,185 | -52.70 | 1,371 | -50.60 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 18 | 0.00 | 6 | 0.00 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 1,740 | -1.75 | 570 | 2.52 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 3,398 | -2.05 | 1,113 | 111,100.00 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 3,051 | 10.30 | 999 | 15.22 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 23,795 | 13.12 | 7,793 | 18.19 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,299 | -6.34 | 425 | -2.07 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 926 | 0.00 | 303 | 4.48 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 2,093 | 2.45 | 685 | 7.03 | ||||
| 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 | 10,323 | 2.97 | 3,319 | -10.11 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 871 | -3.76 | 285 | 0.71 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 107,717 | -9.82 | 35,272 | -5.80 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 9 | 0.00 | 3 | 0.00 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 11,665 | -1.42 | 3,820 | 3.02 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 51,315 | -2.60 | 16,357 | -1.13 | ||||
| 2025-07-23 | 13F | 第一招商局 | 15,629 | -7.58 | 5,118 | -3.43 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 8,978 | -3.80 | 2,940 | 0.51 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 1,988 | 0.00 | 651 | 4.49 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 6,884 | -0.29 | 2,255 | 4.21 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 10,543 | -11.08 | 3,453 | -7.10 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 4,675 | 21.71 | 1,630 | 35.41 | ||||
| 2025-05-06 | 13F | 普林斯顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 8,208 | 6.63 | 2,688 | 11.44 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 20,500 | 439.47 | 6,714 | 463.64 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 17,100 | 375.00 | 5,600 | 396.45 | |||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,423 | -2.33 | 466 | 1.97 | ||||
| 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 | 4,820 | -15.01 | 1,579 | -11.20 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,700 | 2.04 | 557 | 6.51 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 20,975 | 6.01 | 6,743 | -7.43 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 36,018 | 11.88 | 10,584 | -7.73 | ||||
| 2025-08-14 | NP | BVSIX - Baywood 社会责任基金机构股票 | 1,100 | 83.33 | 360 | 91.49 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 21,434 | -1.65 | 7,020 | 2.77 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 639 | 209 | ||||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 205 | 67 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 844 | -1.40 | 276 | 2.99 | ||||
| 2025-04-22 | 13F | 完整投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 24,139 | 41.02 | 7,906 | 47.34 | ||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | Call | 5,400 | 53 | |||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 107 | -4.46 | 31 | -20.51 | ||||
| 2025-05-30 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 168,699 | -27.91 | 52,877 | -35.18 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 114 | 0.88 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 13,095 | 6.74 | 4,289 | 11.52 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 3,896 | 8.04 | 1,276 | 12.83 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 655 | 0.00 | 215 | 4.39 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 959 | 314 | ||||||
| 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 | 348 | -0.85 | 112 | -13.95 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 4,346 | 54.17 | 1,423 | 61.16 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 24,530 | 0.79 | 8,034 | 5.31 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 2,768 | 0.00 | 907 | 4.50 | ||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 142,741 | -5.02 | 45,888 | -17.06 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 5,400 | 0.00 | 1,768 | 4.49 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 12,869 | 19.54 | 4,215 | 24.90 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 11,596 | 34.73 | 3,728 | 17.65 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 27,936 | -2.03 | 8,209 | -19.20 | ||||
| 2025-07-29 | 13F | 北方资本管理公司 | 611 | 200 | ||||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 2,412 | 790 | ||||||
| 2025-08-20 | NP | HWGIX - Hotchkis & Wiley 全球价值基金 I 类 | 2,170 | 38.22 | 711 | 44.31 | ||||
| 2025-08-29 | NP | LOPP - 加贝利爱我们的星球和人类 ETF | 1,040 | -10.34 | 341 | -6.34 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 12,971 | 3.59 | 4,248 | 8.26 | ||||
| 2025-03-28 | NP | HAPY - 港湾企业文化领袖ETF | 129 | -77.80 | 46 | -76.44 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 500 | 0.00 | 164 | 4.49 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 31,234 | -2.23 | 10,229 | 2.16 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 2,747 | -14.10 | 900 | -10.28 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 1,992 | -1.29 | 652 | 3.16 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 31 | 3.33 | 10 | 11.11 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,007 | 12.26 | 330 | 17.08 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 124,602 | -1.10 | 40,807 | 3.33 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 2,611 | -1.51 | 855 | 3.01 | ||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 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 | 806 | -44.45 | 237 | -54.26 | ||||
| 2025-03-31 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,402 | 5.31 | 5,131 | 14.03 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 1,248 | -20.05 | 409 | -16.56 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 10,498 | -66.94 | 3,439 | -65.45 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 141 | 0.00 | 46 | 4.55 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 658 | -24.11 | 217 | -22.02 | ||||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 1,476 | 0.00 | 483 | 4.55 | ||||
| 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 | 1,016 | -11.03 | 299 | -26.60 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 60 | 0.00 | 20 | 5.56 | ||||
| 2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 35,004 | -1.65 | 11,464 | 2.75 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 120,879 | -17.59 | 39,588 | -13.90 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 109 | 53.52 | 36 | 59.09 | ||||
| 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 | 11,844 | 539.18 | 3,879 | 568.62 | ||||
| 2025-04-29 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 319 | 4.25 | 104 | 9.47 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 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 | 6,682 | -43.46 | 2,188 | -40.93 | ||||
| 2025-07-31 | 13F | 智能理财策略 | 195 | 0.00 | 64 | 3.28 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 17,038 | 63.56 | 5,580 | 70.87 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 1,511 | -1.69 | 495 | 2.70 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 36,931 | -2.10 | 12,095 | 2.29 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 788 | -18.85 | 258 | -15.13 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 1,704 | -5.80 | 558 | -1.59 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 14,745 | 7.90 | 4,829 | 12.72 | ||||
| 2025-08-20 | NP | HWCIX - Hotchkis & Wiley 多元化价值基金 I 类 | 4,570 | 2.24 | 1,497 | 6.78 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 500 | -73.68 | 164 | -72.61 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 3,174 | -18.07 | 1,039 | -14.42 | ||||
| 2025-04-21 | 13F | True Link 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 9,415 | 0.00 | 3,027 | -12.69 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 1,388 | 455 | ||||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 17,759 | 0.00 | 5,816 | 4.49 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 99 | 7.61 | 32 | 14.29 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 393,216 | 16.58 | 126,411 | 1.79 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 9,726 | -2.14 | 3,185 | 2.25 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 32,776 | 59.32 | 10,734 | 66.47 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 806 | 2.68 | 264 | 6.91 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 397 | 0.00 | 124 | -10.14 | ||||
| 2025-05-13 | 13F | 蒸馏资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 605 | -9.16 | 190 | -18.53 | ||||
| 2025-08-11 | 13F | LCNB公司 | 1,192 | 2.14 | 390 | 6.85 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 11,493 | 6.54 | 3,764 | 11.30 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 213 | 287.27 | 70 | 305.88 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 3,550 | 0.00 | 1,163 | 4.50 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 351 | 0.00 | 103 | 0.00 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 17,751 | -1.33 | 5,707 | -13.85 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 9,522 | 3,118 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 17,573 | 11.43 | 5,755 | 16.43 | ||||
| 2025-07-21 | 13F | 111资本 | 2,717 | -26.84 | 890 | -23.63 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 7,299 | 3.89 | 2,390 | 8.54 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 1,350 | 442 | ||||||
| 2025-05-06 | 13F | 统一顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 30,457 | 0.00 | 9,975 | 4.48 | ||||
| 2025-04-08 | 13F | 投资者研究公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 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 | 14,743 | -47.44 | 4,828 | -45.08 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 1,080 | 1.89 | 384 | 28.86 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 22,735 | 1,057.59 | 7,446 | 1,110.57 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 687 | 0.00 | 221 | -12.70 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 800 | 0.00 | 262 | 4.80 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 243 | 105.93 | 0 | |||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | 费玛塔顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 4,635 | 5.27 | 1,518 | 9.93 | ||||
| 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 | |||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 313 | -49.19 | 112 | -24.49 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 德肖公司 | 91,925 | -29.76 | 30,105 | -26.61 | ||||
| 2025-03-27 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 924 | -2.33 | 329 | 5.79 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 240 | 0.00 | 79 | 4.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 4,000 | 25.00 | 1,310 | 30.61 | |||
| 2025-08-14 | 13F | 德肖公司 | Put | 29,600 | 1,038.46 | 9,694 | 1,090.91 | |||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 45,540 | 16.65 | 14,913 | 21.88 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 13,937 | -1.41 | 4,564 | 3.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 255 | 0.79 | 84 | 5.06 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 1,050 | 21.53 | 309 | 0.33 | ||||
| 2025-07-07 | 13F | 信托公司 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 3,343 | 1,095 | ||||||
| 2025-08-06 | 13F | 西蒙斯银行 | 5,726 | -1.51 | 1,875 | 2.91 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 2,461 | 32.03 | 806 | 38.01 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,763 | 577 | ||||||
| 2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 957 | 0.10 | 313 | 4.68 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 204,117 | -3.23 | 66,848 | 1.11 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 6,252 | 1.63 | 2,048 | 6.17 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,108 | 4.92 | 377 | 24.92 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 4,788 | 0.25 | 1,568 | 4.74 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 4,600 | 17.95 | 1,352 | -2.74 | ||||
| 2025-08-06 | 13F | 加里森点顾问有限公司 | 3,025 | -1.63 | 991 | 2.80 | ||||
| 2025-08-26 | NP | RPGIX - T. Rowe Price 全球工业基金 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 | 3,598 | 224.73 | 1,178 | 239.48 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 8,569 | 0.00 | 2,806 | 4.51 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 800 | -11.11 | 262 | -7.09 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 600,076 | 19.73 | 196,495 | 24.90 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 409 | 0.00 | 134 | 3.91 | ||||
| 2025-08-13 | 13F | 肯农戴尔资本管理有限公司 | 3,911 | 0.00 | 1,281 | 4.49 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 5 | 66.67 | 2 | |||||
| 2025-08-13 | 13F | NKCFO有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 4,044 | -6.43 | 1,324 | -2.22 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 39,445 | 0.33 | 12,918 | 23.02 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 88,874 | 4.76 | 26,115 | -13.59 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 661 | 0.00 | 216 | 4.35 | ||||
| 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 | 2,758 | -27.06 | 903 | -23.80 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 12,145 | 51.81 | 3,977 | 58.64 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 302 | 0.67 | 99 | 4.26 | ||||
| 2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 1,329 | 9.93 | 435 | 15.08 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 1,518 | 5.71 | 0 | |||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 6 | 0.00 | 2 | 100.00 | ||||
| 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 | 7,093 | -0.11 | 2,323 | 4.36 | ||||
| 2025-07-25 | NP | ILVFX - 哥伦比亚综合大盘价值基金机构类别 | 3,011 | -11.73 | 968 | -22.95 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 117,759 | 137.70 | 38,566 | 148.38 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 777 | -6.27 | 250 | -18.36 | ||||
| 2025-07-21 | 13F | 两点资本管理公司 | 38,721 | 16.98 | 12,681 | 4.34 | ||||
| 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 | |||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,233 | 3.35 | 471 | 34.67 | ||||
| 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 | 33,965 | 1.73 | 9,980 | -16.09 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 6,169 | -1.85 | 2,020 | 2.59 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 1,813 | 2.20 | 594 | 6.65 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 1,197 | 0.59 | 392 | 5.38 | ||||
| 2025-04-17 | 13F | Traphagen 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 遗产信托 | 18,034 | -8.91 | 5,906 | -4.82 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 186,414 | 13.90 | 61,022 | 20.28 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 5,159 | -0.86 | 1,690 | 3.56 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 307 | 9.64 | 90 | -9.09 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 488 | -20.65 | 160 | -17.19 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 5,502 | 9.67 | 1,802 | 14.57 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 2,675 | 0.87 | 876 | 5.42 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 117 | 0.00 | 38 | 5.56 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 135 | 40.62 | 44 | 46.67 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 6,434 | 0.00 | 1,891 | -17.54 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 1,861 | 0.00 | 547 | -17.52 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 5,190 | 75.52 | 1,668 | 53.31 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 12,720 | 3.93 | 4,166 | 8.58 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 3,040,385 | 2.69 | 995,726 | 7.30 | ||||
| 2025-08-08 | 13F | 创意策划 | 67,816 | 0.53 | 22,210 | 5.04 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 4,133 | 67.12 | 1,353 | 74.58 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,283 | -0.62 | 412 | -13.26 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 1,381 | -2.68 | 452 | 1.80 | ||||
| 2025-08-14 | 13F | 特里布恩投资集团 | 27,000 | 8,842 | ||||||
| 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 | 4,721 | -1.95 | 1,546 | 2.45 | ||||
| 2025-08-13 | 13F | 第1832章 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 1,605 | -16.80 | 526 | -13.08 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 2,117 | 0.00 | 693 | 4.52 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 834 | -85.37 | 273 | -84.71 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 885 | -25.32 | 290 | -22.10 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 1,938 | 0.05 | 635 | 4.45 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 558 | 0.00 | 164 | -17.68 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,539 | 1,921 | ||||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 2,538 | 0.00 | 816 | -12.74 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 560 | -0.18 | 183 | 4.57 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 6,871 | -42.97 | 2,250 | -40.41 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 11 | 57.14 | 4 | 50.00 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,660 | -2.92 | 544 | 1.50 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 1,100 | -64.52 | 360 | -62.92 | |||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 4,135 | -32.32 | 1,354 | -29.30 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 1,000 | 0.00 | 328 | 4.47 | |||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 4,096 | -2.57 | 1,342 | 1.82 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,043,770 | 6.62 | 341,835 | 11.40 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,629 | -0.04 | 861 | 4.37 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 1,248 | 0.81 | 409 | 5.15 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 103,255 | 0.16 | 34 | 3.13 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 36,361 | 24.69 | 12 | 22.22 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 2,969 | -20.81 | 931 | -28.79 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 9,904 | -18.21 | 3,244 | -14.55 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 5,930 | 5.31 | 1,942 | 10.03 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 53,200 | 19.82 | 17,423 | 25.20 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 3,978 | 4.49 | 1,303 | 9.14 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 3,118 | 1,021 | ||||||
| 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 | 766 | -24.08 | 251 | -20.89 | ||||
| 2025-06-30 | NP | 两条道路共享信任 - Hypatia 女性首席执行官 ETF | 76 | 18.75 | 22 | 0.00 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 418 | 18.08 | 134 | 3.08 |
