机构投资人持股和股东
Dow Inc. (IT:1DOW) 有 1869 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 555,128,823 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Pzena Investment Management Llc, Capital Research Global Investors, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, VIMSX - Vanguard Mid-Cap Index Fund Investor Shares, and Morgan Stanley .
Dow Inc. (BIT:1DOW)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 21.40 / share. Previously, on September 9, 2024, the share price was 47.80 / share. This represents a decline of 55.23% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | 汤普金斯金融公司 | 2,646 | -1.56 | 70 | -24.73 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 96,285 | 2.11 | 2,550 | -22.57 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 58,417 | -7.56 | 1,547 | -29.92 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 132 | 32.00 | 0 | |||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 777 | 0.00 | 21 | -25.93 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,492 | 3.06 | 66 | -22.62 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 161,726 | 7.25 | 4,283 | -18.67 | ||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 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 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 531 | 14 | ||||||
| 2025-04-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 95,077 | -54.56 | 3,623 | -60.83 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 70,257 | 0.00 | 1,860 | -24.17 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 56,028 | -0.53 | 1,714 | -22.10 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | 前列腺集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 12,530 | -4.22 | 332 | -27.41 | ||||
| 2025-05-28 | NP | ABLOX - 阿尔及尔平衡投资组合 I-2 级 | 2,176 | -1.23 | 76 | -14.77 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 204,356 | 18.26 | 5,411 | -10.32 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 243,521 | 7.71 | 6,448 | -18.33 | ||||
| 2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 1,693,165 | -34.68 | 44,835 | -50.46 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 20,341 | 0.00 | 539 | -24.23 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 43,300 | 0.00 | 1,147 | -24.21 | |||
| 2025-05-07 | 13F | 贝德尔财务咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,828,504 | 1.27 | 75,917 | -21.23 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Call | 32,000 | 1.27 | 1,748 | 4.30 | |||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,573,383 | -9.51 | 41,663 | -31.38 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 174,609 | 219.24 | 5 | 300.00 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 9,147 | 7.62 | 242 | -18.24 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 2,473,546 | 3.99 | 65,499 | -21.14 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 511,769 | 58.94 | 13,552 | 20.53 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 23,379 | 619 | ||||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 4,504 | 119 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 30,312 | 0.00 | 803 | -24.20 | ||||
| 2025-05-30 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 25,783 | 5.04 | 900 | -8.63 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 9,427 | -16.51 | 250 | -36.80 | ||||
| 2025-04-23 | NP | Voya 全球优势及优质机会基金 | 14,452 | -19.72 | 551 | -30.82 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 682,000 | 71.14 | 18,414 | 34.49 | |||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 16,230 | 430 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 399,600 | 23.52 | 10,789 | -2.93 | |||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 5,200 | 138 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 52,651 | -41.80 | 1,422 | -54.28 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 1,836 | -38.06 | 56 | -51.30 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 17,125 | 12.93 | 453 | -14.37 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 5,169 | -8.16 | 137 | -30.61 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 16,786 | 22.12 | 0 | |||||
| 2025-07-18 | 13F | 第一太平金融 | 88 | 0.00 | 2 | -33.33 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 424 | -67.95 | 11 | -76.09 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 600 | 16 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 12,312 | 0.00 | 326 | -24.01 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 3,102 | 0.00 | 82 | -24.07 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 5,973 | -9.07 | 158 | -31.00 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 10,654 | -15.05 | 372 | -26.04 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 10,684 | 2.13 | 249 | -22.50 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 2,130 | 0.00 | 56 | -24.32 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 4,122 | -37.07 | 115 | -49.56 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 30,717 | 6.77 | 813 | -19.02 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 216,700 | -12.23 | 5,738 | -33.44 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 9,000 | 0.00 | 238 | -24.20 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,196 | -8.39 | 58 | -30.12 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 720 | 0.00 | 19 | -24.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 16,201 | -4.79 | 429 | -27.78 | ||||
| 2025-05-16 | 13F | 系统阿尔法投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 102,807 | 215.07 | 2,722 | 138.98 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 447 | 8.23 | 12 | -20.00 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 24,790 | -4.07 | 656 | -27.27 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 408 | 0.00 | 11 | -28.57 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 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 | 104,144 | 31.43 | 2,889 | -4.34 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 56,031 | 20.67 | 1,484 | -8.51 | ||||
| 2025-05-23 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 53,777 | -19.75 | 1,878 | -30.20 | ||||
| 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 | 152,227 | 0.00 | 4,031 | -24.18 | ||||
| 2025-06-25 | NP | IPAYX - 诚信红利峰会基金I类 | 9,000 | 0.00 | 275 | -21.65 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 727 | 70.26 | 19 | 35.71 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 5,945 | 176.64 | 157 | 109.33 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 628,700 | 14,188.64 | 16,648 | 10,780.39 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 529,700 | 124.73 | 14,026 | 70.43 | |||
| 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 | 234 | 13.04 | 7 | -12.50 | ||||
| 2025-05-30 | NP | USCF - 主题 美国现金流冠军 ETF | 342 | 5.88 | 12 | -8.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 21,784 | -8.36 | 577 | -30.60 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 777,261 | -40.96 | 20,582 | -55.23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 116,254 | 12.64 | 3,037 | -14.89 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 9,851 | -2.96 | 299 | 3.82 | ||||
| 2025-08-26 | NP | PNEAX-Virtus NFJ 股息价值基金 A | 139,503 | -1.59 | 3,694 | -25.37 | ||||
| 2025-07-30 | 13F | 亚当斯自然资源基金公司 | 63,945 | 0.00 | 1,693 | -24.15 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 44,407 | -13.29 | 1,176 | -34.28 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 34,047 | -0.96 | 944 | -27.94 | ||||
| 2025-04-14 | 13F | 韦蒙特私人资本 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 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 | 117,155 | 16.51 | 3,584 | -8.74 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 182 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 54,024 | -0.23 | 1,431 | -24.34 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,960 | -5.79 | 78 | -28.44 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 11,605 | 0.00 | 307 | -24.20 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 2,119 | 4.90 | 59 | -23.68 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 33,310 | -9.35 | 882 | -31.25 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 10,857 | 321 | ||||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 74 | 0.00 | 2 | -50.00 | ||||
| 2025-05-08 | 13F | 舒夫罗玫瑰有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 69,044 | 0.00 | 1,828 | -24.18 | ||||
| 2025-08-12 | 13F | 联合银行 | 18,950 | -69.95 | 502 | -77.25 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 1,686 | 0.00 | 45 | -24.14 | ||||
| 2025-04-25 | 13F | 海湾资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 10,268 | -3.30 | 272 | -26.76 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 60,757 | 26.55 | 1,609 | -4.06 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 1,675 | 44 | ||||||
| 2025-05-27 | NP | FMDE - 富达增强型中盘 ETF | 161,276 | 339.16 | 5,632 | 282.28 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 64 | -89.84 | 2 | -95.45 | ||||
| 2025-08-26 | NP | SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 | 338,810 | 24.03 | 8,972 | -5.94 | ||||
| 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 | 231,648 | 12.32 | 6,134 | -14.83 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 25,538 | 3.79 | 676 | -21.30 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 17,413 | 22.12 | 461 | -7.24 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 36,238 | -0.48 | 1,005 | -27.54 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 24,625 | -2.49 | 652 | -25.99 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 3,057 | 10.68 | 94 | -13.08 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 3,762 | 31.49 | 100 | -13.16 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 11,091 | 294 | ||||||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 1,010 | -45.20 | 27 | -59.37 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 1,806 | -6.42 | 48 | -29.85 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 59,295 | 19.94 | 1,645 | -12.74 | ||||
| 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 | 8,572,880 | 1.07 | 227,010 | -23.36 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 628,223 | 81.61 | 16,635 | 37.72 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 1 | -99.66 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 42,100 | -17.61 | 1,115 | -37.56 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 16,097 | 12,003.01 | 426 | 10,550.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 18,100 | -27.31 | 479 | -44.88 | |||
| 2025-08-14 | 13F | 高盛集团公司 | 5,938,835 | 46.59 | 157,260 | 11.16 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 802 | 0.00 | 21 | -22.22 | ||||
| 2025-08-13 | 13F | 直径资本有限合伙人 | 9,071 | 240 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 64,438 | 24.54 | 1,706 | -5.54 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 44,700 | -52.65 | 1,184 | -64.11 | |||
| 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 | 126,066 | 11.78 | 3,856 | -12.44 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 28,104 | -4.33 | 744 | -27.41 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 930 | -47.61 | 25 | -60.66 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 81,160 | 4.94 | 2,251 | -23.62 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 256 | 0.00 | 7 | -25.00 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 丰业资本公司 | 84,842 | 9.65 | 2,247 | -16.85 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 500 | 880.39 | 13 | 550.00 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 155,006 | 0.75 | 4,105 | -23.60 | ||||
| 2025-03-27 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 14,400 | 27.43 | 562 | 0.90 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 71,267 | 2.54 | 1,887 | -22.22 | ||||
| 2025-05-29 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 5,724 | 19.90 | 200 | 4.19 | ||||
| 2025-03-21 | NP | PASIX - PACE 另类策略投资 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 真正的独立有限责任公司 | 80,900 | -0.85 | 2,142 | -24.82 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 4,744,202 | -50.89 | 125,626 | -62.76 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -1,498 | -40 | |||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 7,861 | -1.75 | 208 | -25.45 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 82,216 | 29.57 | 2,281 | -5.71 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 291,300 | -81.24 | 7,696 | -85.56 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 1,020 | 0.00 | 0 | |||||
| 2025-07-30 | NP | PZVMX - Pzena 中盘价值基金投资者类别 | 21,989 | -80.27 | 610 | -85.66 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 19,113 | 24.64 | 506 | -5.42 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 14,819 | 9.93 | 411 | -19.88 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 81,926 | 8.83 | 2,170 | -17.46 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 268 | -92.84 | 7 | -94.62 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 17,249 | -22.11 | 457 | -41.01 | ||||
| 2025-07-28 | NP | AVIE - Avantis 通胀聚焦股票 ETF | 576 | 0.00 | 16 | -28.57 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 130 | 3 | ||||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 11,064 | -0.20 | 293 | -24.55 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 525 | 0.00 | 14 | -27.78 | ||||
| 2025-03-25 | NP | PCGRX - 先锋中型价值基金：A 类 | 269,993 | -1.72 | 10,543 | -22.28 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 51,087 | -58.21 | 1 | -75.00 | ||||
| 2025-07-16 | 13F | 钻石资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 379,019 | 1.04 | 10,036 | -23.38 | ||||
| 2025-04-29 | 13F | 伯克与赫伯特银行与信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 12,083 | 3.04 | 320 | -22.00 | ||||
| 2025-04-14 | 13F | 谢尔曼资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 187 | -94.89 | 5 | -96.85 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 144 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 200 | 0.00 | 5 | -16.67 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 8,926 | 0.00 | 236 | -24.12 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 2,666,920 | -9.04 | 81,581 | -28.74 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 西联银行 | 101,329 | -10.96 | 2,683 | -32.49 | ||||
| 2025-07-23 | 13F | 帕克圆公司 | 39,700 | 1.02 | 1,051 | -23.40 | ||||
| 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 | 706,950 | 3.50 | 19,611 | -24.66 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 78,899 | 2,089 | ||||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 30,225 | 8.26 | 925 | -15.23 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 95,401 | -18.51 | 2,526 | -38.21 | ||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 67,659 | 24.26 | 1,792 | -5.79 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 21,245 | 37.46 | 650 | -26.17 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 116,032 | -0.25 | 3,073 | -24.37 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 47,485 | 2.43 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 70,126 | -21.72 | 1,857 | -40.66 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 1,055 | 0.00 | 28 | -25.00 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 3,242 | 20.48 | 86 | -8.60 | ||||
| 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 | 3,366 | -8.18 | 89 | -30.47 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 897 | 693.81 | 24 | 666.67 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | 杨林资本有限责任公司 | 409,702 | -2.44 | 14,307 | -15.10 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 521,130 | -3.96 | 13,800 | -27.17 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 2,946 | 0.00 | 78 | -23.53 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 548,893 | 5.80 | 14,535 | -19.77 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 13,163 | 0.00 | 349 | -24.18 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 9,787 | 22.80 | 259 | -6.83 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 4,266 | 2.23 | 113 | -22.76 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 134,797 | 65.12 | 3,569 | 25.23 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 3 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 522,289 | -29.93 | 13,830 | -46.87 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,416,738 | -9.12 | 37,515 | -31.09 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 21,977 | 0.00 | 672 | -21.68 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 7,529 | -3.83 | 230 | -24.59 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 10,995 | 136.81 | 291 | 79.63 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 36,963 | -17.16 | 1,131 | -35.13 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 115,112 | -10.00 | 3,048 | -31.75 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 161,688 | -69.05 | 4,946 | -75.76 | ||||
| 2025-04-23 | NP | Voya 全球股票股息及溢价机会基金 | 44,240 | -19.48 | 1,686 | -30.63 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 217,866 | 4.55 | 5,769 | -20.72 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 60,786 | 4.42 | 1,859 | -18.21 | ||||
| 2025-04-29 | 13F | Meridian 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 228,415 | -20.77 | 6,048 | -39.92 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 4,837 | 1,512.33 | 104 | -24.82 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 13,038 | -7.49 | 860 | -4.24 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 779 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 1,044 | 31.49 | 28 | 0.00 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 282,444 | 3.67 | 7 | -22.22 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 322 | 0.00 | 9 | -27.27 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -511,001 | 0.02 | -13,531 | -24.16 | |||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 12,527 | 26.89 | 332 | -3.78 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Call | 15,000 | 390 | |||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 375 | 0.00 | 10 | -30.77 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 11,573 | 0.00 | 354 | -21.51 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 17,754 | -14.11 | 470 | -34.81 | ||||
| 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 | 212,198 | 98.85 | 5,619 | 50.81 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 39,467 | 31.58 | 1,045 | -0.19 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 1,857 | 49 | ||||||
| 2025-04-16 | 13F | 五重奏私人银行（欧洲）SA | 0 | -100.00 | 0 | |||||
| 2025-04-01 | NP | SPDV - AAM S&P 500 高股息价值 ETF | 27,332 | 36.01 | 1,067 | 7.56 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,245 | 5.07 | 118 | -23.53 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 192 | 0.00 | 5 | -16.67 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 2,822 | -1.74 | 75 | -26.00 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 1,769,871 | 1.90 | 46,866 | -22.73 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 10,330 | -1.70 | 294 | -19.95 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 345,499 | 838.63 | 9,149 | 611.91 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 20,867 | 553 | ||||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 37,975 | -43.40 | 1,006 | -57.09 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 997 | 75.53 | 28 | 28.57 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 5,749 | 24.52 | 155 | -3.73 | ||||
| 2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 2,427,086 | 119.82 | 74,245 | 72.20 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 487 | 69.69 | 13 | 20.00 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 76 | -94.85 | 2 | -96.08 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 34,023 | 20.67 | 901 | -8.54 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 18,090 | 11.05 | 502 | -19.19 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 249 | -93.63 | 7 | -95.59 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 114,044 | -17.62 | 3,020 | -37.53 | ||||
| 2025-05-14 | 13F | 定制索引系统有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 21,751 | 1.27 | 665 | -20.64 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 362,367 | -17.70 | 9,595 | -37.59 | ||||
| 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 | 174,114 | 2.19 | 5,326 | -19.95 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 53,905 | 93.10 | 1,427 | 46.51 | ||||
| 2025-08-14 | 13F | 采石场LP | 2,853 | 20.99 | 76 | -8.54 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 138 | 430.77 | 4 | |||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 31,417 | -63.71 | 832 | -72.51 | ||||
| 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 | 37,355 | 5.21 | 1,459 | -16.83 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 8,449 | 224 | ||||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 3,739 | 0.00 | 146 | -20.65 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 432,607 | -3.61 | 11,455 | -26.91 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,320,067 | 2.12 | 34,955 | -22.56 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 12,820 | -10.47 | 339 | -32.20 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,099,790 | 0.73 | 29,122 | -23.61 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 1,929 | -10.74 | 51 | -32.00 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 2,334 | 4.99 | 62 | -20.78 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 36,984 | 0.00 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 9,661 | 1.05 | 0 | |||||
| 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 | 12,761 | 20.34 | 390 | -5.80 | ||||
| 2025-03-26 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 85,706 | -10.58 | 3,347 | -29.29 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 46,728 | 249.11 | 1,237 | 164.88 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 52 | 4.00 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 26 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 12,947 | -54.97 | 343 | -65.94 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 4,205,209 | 16.39 | 111,354 | -11.74 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 219,755 | 15.80 | 5,819 | -12.18 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | RKL财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds Vp 基础材料 | 11,454 | 3.04 | 303 | -21.91 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP 顾问公司 | 121,454 | 31.05 | 3,349 | 3.49 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 203,364 | -34.96 | 5,385 | -50.68 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 429 | 1.18 | 11 | -21.43 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 578 | -86.15 | 13 | -91.03 | ||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 5,294 | -15.66 | 162 | -34.29 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 171,076 | -25.96 | 4,530 | -43.85 | ||||
| 2025-08-14 | 13F | 阿亚尔资本顾问有限公司 | Put | 75,000 | 1,986 | |||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 10,753 | 8.80 | 298 | -20.74 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 13,585 | 0.00 | 416 | -21.70 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 21,449 | 1 | ||||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 15,534 | 86.48 | 411 | 41.72 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 9,560 | 13.67 | 265 | -17.19 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 19,015 | 19.68 | 527 | -12.89 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,136 | 12.21 | 110 | -14.84 | ||||
| 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 | 1,033,777 | 22.75 | 28,677 | -10.66 | ||||
| 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 | 1,568,518 | 2.11 | 47,981 | -20.01 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 36,876 | -0.85 | 976 | -24.81 | ||||
| 2025-07-15 | 13F | FMA 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 7,628 | 89.99 | 202 | 43.57 | ||||
| 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 | 26,338 | 0.61 | 731 | -26.78 | ||||
| 2025-04-02 | 13F | 公园国家公司/哦/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 863 | 22.59 | 23 | -8.33 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 96,286 | -23.61 | 2,550 | -42.08 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 991 | 6.44 | 27 | -22.86 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 213,448 | 685.25 | 5,652 | 495.57 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 87,916 | -15.20 | 2,328 | -35.69 | ||||
| 2025-05-05 | 13F | 水手投资集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 2,043 | 0.00 | 54 | -23.94 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 14,668 | -7.73 | 388 | -15.65 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 33,745 | 56.41 | 894 | 18.59 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 62,875 | 17.47 | 1,665 | -10.97 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,046 | -36.72 | 28 | -52.63 | ||||
| 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 | 14,478 | 0.00 | 383 | -8.59 | ||||
| 2025-03-26 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 99,119 | -11.98 | 3,871 | -30.40 | ||||
| 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 | 496,456 | 4.16 | 15,187 | -18.41 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 1,933 | -4.78 | 0 | |||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 430,696 | -1.33 | 11,405 | -25.18 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 45,745 | -3.10 | 1 | -99.94 | ||||
| 2025-05-14 | 13F | 斯通里奇投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 124,000 | 2.54 | 3,793 | -19.67 | ||||
| 2025-07-16 | 13F | 艾恩伍德财富管理公司 | 552 | 0.00 | 16 | 6.67 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 53,211 | -16.60 | 1,239 | -44.36 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 7,991 | 0.00 | 212 | -24.37 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 1,100 | 0.00 | 29 | -23.68 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 17,142 | 4.80 | 454 | -20.67 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 28,198 | 236.01 | 747 | 154.61 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 7,053 | 0.00 | 246 | -13.07 | ||||
| 2025-08-14 | 13F | 安盛公司 | 279,196 | -15.62 | 7,393 | -36.01 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 844 | -5.27 | 22 | -29.03 | ||||
| 2025-08-13 | 13F | 可可企业有限责任公司 | 7,726 | -64.72 | 205 | -63.89 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 8,074 | -3.22 | 214 | -26.80 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 639 | -18.39 | 17 | -40.74 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,394 | -9.77 | 37 | -32.08 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Put | 30,000 | 794 | |||||
| 2025-05-13 | 13F | Aptus 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Call | 90,000 | 2,383 | |||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 9,502 | -4.17 | 252 | -27.46 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 39,295 | -65.53 | 1,041 | -73.87 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 90,144 | 2,387 | ||||||
| 2025-07-07 | 13F | 第一社区信托基金 | 170 | 0.00 | 5 | -20.00 | ||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 142 | 0.00 | 4 | -25.00 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 669 | -20.45 | 18 | -41.38 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 310,942 | -11.36 | 8,234 | -32.79 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 7,652 | 19.67 | 203 | -9.42 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 3,492,190 | -3.99 | 92,473 | -27.19 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 87,684 | -57.77 | 2,322 | -67.96 | ||||
| 2025-05-09 | 13F | 大理石港投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 水手投资集团有限公司 | Put | 150,000 | 416 | |||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 274 | 0.00 | 7 | -22.22 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 19,707 | 75.45 | 522 | 32.91 | ||||
| 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 | 10,513 | 29.69 | 278 | -1.77 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 544,402 | 2.86 | 14,416 | -22.00 | ||||
| 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 | 170,953 | -1.80 | 5,229 | -23.08 | ||||
| 2025-05-23 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 203,870 | -19.15 | 7,119 | -29.64 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 20,931 | -31.37 | 581 | -50.09 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 48,352 | -4.99 | 1,280 | -27.97 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 306 | 0.00 | 8 | -20.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 423 | -28.06 | 11 | -45.00 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 403,247 | 8.20 | 10,678 | -17.96 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 33,080 | 0.00 | 1,012 | -21.69 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 4,739 | 0.00 | 125 | -24.24 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 70,109 | 0.00 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 156 | 60.82 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 133,393 | 3.77 | 3,532 | -21.30 | ||||
| 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 | 14,842 | 0.00 | 393 | -24.13 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 157,036 | -1.20 | 4,158 | -25.08 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 50,156 | -20.07 | 1,328 | -39.39 | ||||
| 2025-07-16 | 13F | 勇敢资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 6,850 | 0.00 | 181 | -24.27 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 16,380 | -2.90 | 434 | -26.49 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 307,749 | 1.82 | 8,149 | -22.79 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 8,367,445 | -2.27 | 221,570 | -25.89 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 6,431 | 0.00 | 170 | -24.11 | ||||
| 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 | 3,931,449 | 7.93 | 120,263 | -15.45 | ||||
| 2025-08-14 | 13F | 埃尔克霍恩合伙有限合伙企业 | 27,400 | 0.74 | 726 | |||||
| 2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 122,571 | 93.72 | 3,246 | 46.90 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 8,048 | -11.57 | 213 | -32.81 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 37,871 | -6.54 | 1,003 | -29.19 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 65,934 | -7.93 | 1,746 | -30.20 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 47,881 | -24.61 | 1,298 | -41.45 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 59,964 | 37.02 | 2 | 0.00 | ||||
| 2025-08-27 | NP | PISYX - 胜利先锋内在价值基金Y类 | 294 | 0.00 | 8 | -30.00 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 804 | 0.00 | 21 | -25.00 | ||||
| 2025-08-14 | 13F | 南岸银行 | 9,525 | -13.41 | 252 | -34.37 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 177 | 5 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 361,456 | 9,571 | ||||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 44,635 | -1.98 | 1,182 | -25.72 | ||||
| 2025-07-16 | 13F | 自由州顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 21,417 | 1.38 | 567 | -23.07 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 200 | 0.00 | 5 | -16.67 | ||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 633 | 0.00 | 13 | -31.58 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 12,550 | 0.00 | 348 | -27.20 | ||||
| 2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 8,489 | 0.84 | 225 | -23.55 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 47,848 | -49.89 | 1,267 | -62.00 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 106,870 | 4.41 | 2,830 | -20.84 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 116,239 | -14.43 | 3 | -25.00 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 54,915 | -1.14 | 1,523 | -28.02 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,061 | 0.00 | 28 | -24.32 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 215,485 | 0.00 | 5,706 | -24.16 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 100 | 3 | ||||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 44 | -24.14 | 1 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 63,561 | 0.00 | 1,763 | -27.21 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 1,017 | 0.69 | 27 | -25.71 | ||||
| 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 | 969,294 | 11.54 | 25,667 | -15.42 | ||||
| 2025-08-14 | 13F | 莫克资本管理有限公司 | 34,030 | 33.92 | 901 | 1.58 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 244 | -77.78 | 6 | -82.86 | ||||
| 2025-04-29 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 255,454 | -3.92 | 6,764 | -27.14 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 314 | 492.45 | 8 | 700.00 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 182 | 152.78 | 6 | 150.00 | ||||
| 2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 116 | -99.20 | 4 | -99.31 | ||||
| 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 | 555 | -4.15 | 15 | -30.00 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 723 | 0.00 | 19 | -24.00 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 205 | -54.95 | 5 | -66.67 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 60 | 0.00 | 2 | -50.00 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 1,563 | -27.17 | 0 | |||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 400 | -6.76 | 11 | -28.57 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | Short | -1,958 | -10.84 | -52 | -32.89 | |||
| 2025-08-13 | 13F | 咨询财富管理公司 | 3,261 | -4.40 | 86 | -27.73 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 2,084 | 55 | ||||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,329 | -5.06 | 62 | -28.24 | ||||
| 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 | 29,938 | 97.00 | 793 | 49.43 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 173,455 | 7.53 | 4,593 | -18.45 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 11,496 | 39.26 | 248 | -13.89 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 13,894 | 4.03 | 368 | -21.24 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 综合投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 克拉夫资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 8,575 | 41.15 | 227 | 7.08 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 101,086 | -64.05 | 2,677 | -72.74 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 1,592 | -92.44 | 42 | -95.46 | ||||
| 2025-04-30 | 13F | 圆石顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 马斯特斯资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 115 | -12.21 | 3 | -25.00 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 3,000 | 0.00 | 79 | -24.04 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 442,173 | 421.88 | 11,709 | 295.81 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 148,950 | 0.00 | 3,944 | -24.17 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 434 | -28.38 | 11 | -47.62 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 171 | 0.00 | 5 | -20.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 39,174 | -24.53 | 1,037 | -42.77 | ||||
| 2025-08-22 | NP | MRJIX - I 类实物资产投资组合 | 192 | -5.88 | 5 | -28.57 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 158,914 | 0.00 | 4,861 | -21.66 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 1,436 | -20.27 | 38 | -38.71 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 58,445 | 1.75 | 1,548 | -22.84 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 928,401 | -67.77 | 24,584 | -75.56 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 154 | 4 | ||||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 183,237 | 2,758.61 | 4,852 | 2,075.78 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | Short | -5,273 | -146 | |||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 18,443 | 488 | ||||||
| 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 | 93 | -6.06 | 2 | -33.33 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 63,543 | -2.98 | 1,768 | -22.63 | ||||
| 2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 643,876 | 7.45 | 17,861 | -21.79 | ||||
| 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 | 95,291 | 16.39 | 2,643 | -15.29 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 189,994 | 5,031 | ||||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 38,168 | 7.25 | 1,011 | -18.68 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 60,603 | 0.00 | 1,605 | -24.20 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 11,340 | 21.84 | 306 | -4.08 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 241,737 | 2.88 | 7,395 | -19.41 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 81,031 | 3.18 | 2,146 | -21.77 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 545 | -1.80 | 19 | -13.64 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 200,093 | 50.75 | 5,298 | 14.30 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 320 | -25.06 | 8 | -42.86 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 529 | 0.00 | 14 | -22.22 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 2,312 | 61 | ||||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 141,994 | 0.00 | 4,344 | -21.66 | ||||
| 2025-04-15 | 13F | 东北投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 银橡树证券公司 | 15,907 | 4.05 | 421 | -19.81 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 32,696 | -51.56 | 907 | -64.77 | ||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 41,212 | -11.19 | 1,091 | -32.65 | ||||
| 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 | Meridian 财富管理有限责任公司 | 11,180 | -4.24 | 296 | -27.27 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 782,054 | 9.74 | 20,709 | -16.79 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 8,609 | 0.00 | 228 | -24.33 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 144,644 | 39.07 | 3,830 | 5.45 | ||||
| 2025-06-27 | NP | HAPY - 港湾企业文化领袖ETF | 1,271 | 39 | ||||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 135 | 4 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 48,854 | 1,294 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 9,699 | 262 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 347,100 | -2.09 | 9,191 | -25.75 | |||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 22,791 | -1.89 | 604 | -25.65 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 95,100 | 1.37 | 2,518 | -23.14 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 465,600 | 61.84 | 12,329 | 22.73 | |||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 14,275 | 0.00 | 378 | -24.10 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 19,479 | -35.05 | 516 | -50.81 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 170 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 157,674 | 175.99 | 4,175 | 109.27 | ||||
| 2025-04-25 | 13F | KJ 哈里森合伙人公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 33,186 | -4.80 | 879 | -27.86 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 13,910 | -60.45 | 368 | -70.03 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 228,612 | 0.67 | 6,054 | -23.66 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 4,083 | 0.00 | 108 | -23.94 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 13,391 | 0.00 | 355 | -24.20 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 85,000 | 0.00 | 2,251 | -24.19 | |||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 14,438 | 18.32 | 382 | -10.33 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 78,195 | 3.17 | 2,071 | -21.77 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 75,910 | -1.99 | 2,010 | -25.67 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 850 | 8.83 | 23 | -18.52 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 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 | 1,668 | -8.15 | 44 | -30.16 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 13,456 | 0.00 | 356 | -24.09 | ||||
| 2025-08-29 | NP | FTVNX - Fuller & Thaler 行为中型价值基金投资者股票 | 235,130 | 15.09 | 6,226 | -12.73 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 18 | 0 | ||||||
| 2025-07-07 | 13F | 信托公司 | 205 | -68.94 | 5 | -78.26 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 11,291 | -6.03 | 299 | -28.88 | ||||
| 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 | 228,756 | 0.00 | 6,998 | -21.66 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 19,410 | 12.17 | 514 | -15.07 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 20,500 | 118.09 | 543 | 65.24 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 22,500 | 581.82 | 596 | 417.39 | |||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 196 | 2.08 | 5 | -16.67 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 46,211 | -25.95 | 1 | -50.00 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 144,594 | 5.27 | 3,829 | -20.18 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 373,385 | 2,731.03 | 779 | 69.13 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,229 | -39.19 | 33 | -54.29 | ||||
| 2025-08-27 | NP | MUHLX - Muhlenkamp 基金机构类别股票 | 145,773 | 0.00 | 3,860 | -24.17 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 239,296 | 4.99 | 6,337 | -20.39 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 6,071 | 17.29 | 161 | -11.11 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 7,237 | 31.15 | 253 | 14.03 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 33,132 | 278.78 | 877 | 187.54 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,903 | 78.57 | 1,098 | 39.87 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 510,600 | 36.45 | 13,521 | 3.47 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 864,700 | 112.93 | 22,897 | 61.46 | |||
| 2025-08-15 | 13F/A | 乐天证券公司 | 1,507 | -76.79 | 40 | -82.74 | ||||
| 2025-07-29 | 13F | Gladwyn 财务顾问公司 | 1,245 | 33 | ||||||
| 2025-04-01 | 13F/A | 泰隆私人财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 11,816 | 0.00 | 313 | -24.27 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 725 | 0.00 | 19 | -24.00 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 0 | -100.00 | 0 | |||||
| 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 | 339,022 | 1.73 | 10,371 | -20.31 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 1,935 | 0.00 | 51 | -23.88 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 2,730,900 | -13.57 | 72,314 | -34.46 | |||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 623,658 | 82.79 | 16,514 | 38.61 | ||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 4,544,766 | 21.42 | 158,703 | 5.66 | ||||
| 2025-06-25 | NP | FMAT - 富达 MSCI 材料指数 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 | 221,194 | -23.24 | 6,766 | -39.87 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 1,820,500 | -35.31 | 48,207 | -50.95 | |||
| 2025-04-29 | 13F | Avantax 规划合作伙伴公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 6,470 | 0.00 | 171 | -24.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 428,659 | -9.53 | 11,351 | -31.40 | ||||
| 2025-08-14 | 13F | 牧羊人卡普兰克罗楚克有限责任公司 | 28,459 | 19.30 | 754 | -9.50 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 21,448 | -37.55 | 568 | -52.71 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 23,322 | 0.56 | 618 | -23.73 | ||||
| 2025-04-28 | 13F | 克林根斯坦菲尔兹有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | CWM有限公司 | 54,229 | 21.49 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 75 | 2.74 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 1,002 | 23.40 | 27 | -7.14 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 18,004,463 | -0.52 | 476,807 | -24.81 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 97,400 | -71.55 | 2,579 | -78.43 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 792 | 52.90 | 21 | 11.11 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 2,755 | 0.00 | 73 | -25.00 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 31,666 | -2.88 | 839 | -26.36 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 5,161,473 | -2.80 | 136,676 | -26.30 | ||||
| 2025-05-02 | 13F | 联合社区银行 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 21,864 | 763 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 90 | 500.00 | 2 | |||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 302 | 10.22 | 8 | -22.22 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 15,467 | 132.83 | 410 | 77.06 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,205 | 0.00 | 67 | -22.09 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 30,000 | -94.92 | 794 | -95.41 | ||||
| 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 | 131,647 | 1.95 | 3,486 | -22.67 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 93 | 0.00 | 2 | -33.33 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 8,024 | -95.54 | 223 | -96.76 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 24,701 | 8.93 | 654 | -17.32 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,114 | 31.21 | 34 | 3.03 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 43 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 11,909 | 0.00 | 315 | -24.10 | ||||
| 2025-07-22 | 13F | 格拉斯财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 85 | 0.00 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 27,395 | 725 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 325 | -9.22 | 9 | -33.33 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 3,636 | -6.39 | 96 | -28.89 | ||||
| 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 | 47,912 | 5.20 | 1,466 | -17.60 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 16,989 | 10.16 | 450 | -16.54 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 68,165 | 860.75 | 1,805 | 630.77 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 242 | 0.00 | 6 | -25.00 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 47 | 1 | ||||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,898 | -7.19 | 50 | -29.58 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 17,104 | 8.89 | 523 | -14.68 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 9,828 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 488,920 | 4.29 | 13,071 | -19.82 | ||||
| 2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 2,587 | 95.39 | 79 | 54.90 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 26,288 | 43.17 | 696 | 8.58 | ||||
| 2025-08-27 | NP | RYZAX - S&P 500 纯价值基金 H 类 | 1,963 | -63.57 | 52 | -72.87 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 699,760 | -11.89 | 18,530 | -33.19 | |||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 11,240 | 17.27 | 344 | -8.29 | ||||
| 2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | 6,986,597 | -6.35 | 185,005 | -28.99 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,377 | 0.00 | 103 | -21.37 | ||||
| 2025-04-28 | 13F | 达文波特有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 13,770 | 2,548.08 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 627,649 | -25.20 | 16,620 | -43.28 | |||
| 2025-05-02 | 13F | LMG 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | Short | -80,048 | -126.67 | -3,126 | -119.14 | |||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 32,908 | 97.36 | 871 | 49.66 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 84,770,433 | 2.16 | 2,244,721 | -22.53 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 18,505 | 7.39 | 566 | -15.77 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 124,718 | 1.06 | 3,815 | -20.82 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 126,480 | -8.95 | 3,349 | -30.96 | ||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 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 | 230,807 | 11.13 | 7,060 | -12.95 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 50 | 28.21 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 旧共和国国际公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 13,097 | -6.65 | 347 | -29.24 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 30,200 | 800 | |||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 10,401 | 12.53 | 275 | -14.60 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 20,100 | 532 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 11,853 | 314 | ||||||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 560 | 36.25 | 22 | -4.55 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 24,276 | 17.33 | 643 | -11.08 | ||||
| 2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 7,127 | -32.46 | 198 | -51.00 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 15,050 | 8.66 | 872 | 14.76 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 8,477 | 46.18 | 224 | 10.89 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 花旗集团 | Call | 95,000 | -55.40 | 2,516 | -66.18 | |||
| 2025-08-11 | 13F | 花旗集团 | 994,023 | -47.50 | 26,322 | -60.19 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 45,316 | 1,200 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 24,581 | 0.00 | 651 | -24.24 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 70,000 | -57.06 | 1,854 | -67.44 | |||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -74,719 | -0.00 | -1,979 | -24.19 | |||
| 2025-07-07 | 13F | 投资者研究公司 | 30,114 | 238.25 | 797 | 157.10 | ||||
| 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 | 25 | 19.05 | 1 | |||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 160,933 | 65.37 | 4,262 | 25.40 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 546 | -5.54 | 17 | -27.27 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 32,764 | 0.00 | 1 | -100.00 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 51,383 | 1.58 | 1 | 0.00 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 909 | -85.93 | 28 | -92.31 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 9,963 | -5.83 | 264 | -28.73 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,658 | 44.00 | 3,036 | 9.21 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,190,241 | 35.28 | 31,518 | 2.58 | ||||
| 2025-06-25 | NP | GEND - Genter Capital 股息收入 ETF | 342 | 0.00 | 10 | -23.08 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 80,315 | -0.14 | 2,127 | -24.29 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 4,270 | 5.28 | 113 | -19.86 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 54,892 | 1.66 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 113 | -28.93 | 3 | -60.00 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 335 | 0.60 | 9 | -27.27 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 64,781 | -32.94 | 1,715 | -49.16 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 308,120 | 2.31 | 8,159 | -22.42 | ||||
| 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 | 52,806 | 3.46 | 1,465 | -24.73 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 18,343 | -64.20 | 486 | -72.89 | ||||
| 2025-04-18 | 13F | 创意资本管理投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 1,237,453 | 17.39 | 32,768 | -10.98 | ||||
| 2025-05-08 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 19,388 | 5.35 | 1 | |||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 162,067 | -2.25 | 5,659 | -14.94 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 32 | -61.90 | 1 | -100.00 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 12,344 | 3.56 | 327 | -21.63 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 8,697 | -3.02 | 230 | -26.52 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 41,386 | 79.49 | 1,096 | 36.02 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 803 | 0.00 | 21 | -25.00 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 548,793 | 20.84 | 16,788 | -5.34 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 184,340 | 4,881 | ||||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 95,634 | 0.00 | 2,532 | -24.17 | ||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | Short | -15,048 | -0.00 | -398 | -24.19 | |||
| 2025-07-10 | 13F | 瑞典银行 | 27,892 | 0.00 | 739 | -24.15 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 90,873 | -1.01 | 2,521 | -27.96 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 4,187 | -9.90 | 111 | -32.10 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 15,613 | -3.74 | 413 | -27.03 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 227 | -53.39 | 6 | -64.71 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 2,458 | 14.65 | 65 | -42.48 | ||||
| 2025-05-15 | 13F | 红树林合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 25,619 | 678 | ||||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 163 | 0.00 | 4 | -20.00 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 11,616 | 2.98 | 308 | -21.88 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 3,719,229 | 334.46 | 98,485 | 229.46 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 2,513 | 40.78 | 67 | 6.45 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 13,350 | -39.64 | 354 | -54.27 | ||||
| 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 | 29,060 | 0.00 | 770 | -24.16 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 27,163 | 16.23 | 719 | -11.89 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 152,697 | -12.33 | 4,043 | -33.51 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 3,350 | -5.98 | 89 | -29.03 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 212,070 | 10.36 | 5,616 | -16.64 | ||||
| 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 | 22,407 | -33.90 | 593 | -49.87 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 145,213 | 0.00 | 3,845 | -24.16 | ||||
| 2025-06-23 | NP | VLUE - iShares Edge MSCI 美国价值因子 ETF | 447,980 | -4.97 | 13,704 | -25.56 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 1,215,892 | 458.09 | 32,197 | 323.24 | ||||
| 2025-05-28 | 13F | 财富管理协会有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 1,726,000 | 71.21 | 45,704 | 29.83 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 1,348,800 | 95.08 | 35,716 | 47.94 | |||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 664 | 29.94 | 18 | -5.26 | ||||
| 2025-08-12 | 13F | 黄杨风险投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,394,742 | -1.04 | 66,430 | -27.97 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 463 | 0.00 | 12 | -25.00 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 11,263 | 13.21 | 298 | -21.78 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 2,015 | -6.02 | 53 | -28.38 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 16,620 | 3.08 | 440 | -21.85 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 116 | -46.30 | 3 | -57.14 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 33,748 | -47.13 | 1,032 | -58.59 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 56,912 | 36.11 | 1,507 | 3.22 | ||||
| 2025-07-08 | 13F | 银叶资本合伙公司 | 14,834 | 0.00 | 393 | -24.32 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,474 | 62.75 | 118 | 24.21 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 8,241 | -17.26 | 218 | -37.18 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 12,554 | -5.76 | 332 | -28.60 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 170,393 | 170.13 | 4,512 | 104.90 | ||||
| 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 | 776 | -7.18 | 24 | -28.12 | ||||
| 2025-08-08 | 13F | 南丰三一(香港)有限公司 | 665,000 | 18.71 | 17,609 | -9.98 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 120,063 | 58.42 | 3,181 | 20.18 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 17,453 | 3.98 | 462 | -21.16 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋中盘价值 VCT 投资组合 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 149 | 136.51 | 4 | 100.00 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 249,593 | 3.92 | 6,628 | -20.79 |
