机构投资人持股和股东
Fifth Third Bancorp (IT:1FTHB) 有 1818 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 709,391,479 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Jpmorgan Chase & Co, Capital World Investors, Charles Schwab Investment Management Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Invesco Ltd., AMECX - INCOME FUND OF AMERICA Class A, and Price T Rowe Associates Inc /md/ .
Fifth Third Bancorp (BIT:1FTHB)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 37.04 / share. Previously, on April 28, 2025, the share price was 31.14 / share. This represents an increase of 18.95% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 26,172 | -13.35 | 941 | -29.75 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 219,658 | 0.26 | 9,035 | 5.19 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 1,280 | 0.00 | 0 | |||||
| 2025-08-29 | 13F | 全面投资管理公司 | 52 | 2 | ||||||
| 2025-05-09 | 13F | 木星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 68,755 | 1.35 | 2,828 | 6.32 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 26,844 | -0.53 | 1,104 | 4.45 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 298 | 0.00 | 12 | 9.09 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 21,575 | -1.59 | 887 | 3.26 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 5,676 | -88.83 | 233 | -88.30 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 2,569,217 | -8.69 | 92,338 | -25.94 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 46,773 | 7.58 | 1,924 | 12.85 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 57,902 | -21.39 | 2,081 | -36.25 | ||||
| 2025-07-11 | 13F | 弗鲁斯投资管理公司 | 6,293 | 0.00 | 0 | |||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 488,869 | 32.33 | 17,570 | 12.32 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,160 | 30.32 | 1,405 | 36.81 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 102,047 | -0.11 | 4,197 | 4.82 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 5,217 | -16.87 | 215 | -12.65 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 40 | 2 | ||||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,584 | -14.73 | 4,693 | -30.83 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 20,122 | 22.63 | 828 | 19.34 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,306 | 0.00 | 7,334 | 4.92 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 140 | -32.04 | 6 | -37.50 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 1,145 | 4.57 | 4,709 | 9.72 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 1,447,327 | -17.09 | 59,529 | -13.01 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 125,044 | 71.38 | 5,143 | 79.83 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 5,958 | 10.64 | 24,505 | 16.09 | |||
| 2025-08-05 | 13F | 核心另类资本 | 24 | 0.00 | 1 | |||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 20,005 | -33.78 | 823 | -30.57 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 389,726 | -2.70 | 14,884 | -14.51 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 21,172 | -2.50 | 871 | 2.23 | ||||
| 2025-05-30 | NP | GILIX - NAA 大型核心基金 机构类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 6,752 | -1.29 | 278 | 3.36 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 137,000 | -12.46 | 5,635 | -8.15 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 1,445 | -0.28 | 59 | 5.36 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 583,476 | 0.30 | 23,998 | 5.24 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 5,744 | -7.83 | 236 | -3.28 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 99,736 | 0.83 | 4,102 | 5.80 | ||||
| 2025-05-30 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,802 | 9.08 | 71 | 1.45 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 9,970 | 0.00 | 410 | 5.13 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 4,026 | 11.96 | 145 | -9.43 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 38,275 | -30.66 | 1,574 | -27.23 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, 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 | 31,800 | 0.00 | 1,214 | -12.16 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 211,698 | -10.57 | 7,608 | -27.47 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 144 | 6 | ||||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 94 | 77.36 | 4 | 50.00 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 6,798 | 1.10 | 0 | |||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 239 | 0.00 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,554 | 105 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 9,500 | 391 | |||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 61,696 | -53.53 | 2,538 | -51.25 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 14,300 | 588 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 42,692 | 14.42 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 675 | 0.00 | 28 | 3.85 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,354,288 | 103.04 | 56,095 | 117.93 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 2,512,856 | 2.10 | 103,354 | 7.13 | ||||
| 2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, 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 | 148,455 | 5.60 | 6,106 | 10.80 | ||||
| 2025-05-15 | 13F | 加拿大皇家银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 66,000 | 0.00 | 2,715 | 4.91 | |||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 26,782 | 1,102 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 77,400 | 287.00 | 3,183 | 305.99 | |||
| 2025-07-31 | 13F | 卡雷拉资本顾问公司 | 11,012 | 0.00 | 457 | 4.83 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 286,504 | 10.53 | 11,784 | 15.97 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 63,057 | 24.68 | 2,594 | 30.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 141,759 | 0.00 | 5,831 | 4.93 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,219,089 | 11.12 | 50 | 16.28 | ||||
| 2025-08-20 | NP | LEQAX - LoCorr 动态股票基金 A 类 | 10,322 | 44.02 | 425 | 38.11 | ||||
| 2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 95,396 | 274.31 | 3,643 | 229.09 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 500 | 0.00 | 21 | 5.26 | |||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 55 | 2 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 839,655 | -36.18 | 34,535 | -33.04 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 636 | 0.00 | 26 | 8.33 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,040 | 4.37 | 154 | -8.33 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 414 | 10.70 | 16 | -6.25 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 6,142 | -0.98 | 253 | 3.70 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 13,068 | -50.39 | 537 | -47.97 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 400 | 16 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 3,649 | 2.16 | 150 | 7.14 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 6,664 | 0.00 | 274 | 4.98 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 68,432 | 5.21 | 2,815 | 10.40 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,986 | 37.16 | 123 | 43.53 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 7,028 | 289 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 12,232 | 25.78 | 503 | 44.54 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 36,309 | 2.20 | 1,494 | 7.25 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 1,143 | -9.93 | 45 | -16.98 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 1,688 | 0.00 | 69 | 4.55 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 178,869 | -0.77 | 7,357 | 4.12 | ||||
| 2025-06-23 | NP | BKPIX - 银行超行业深度投资者类别 | 1,892 | -63.10 | 68 | -70.48 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 96,625 | 1.40 | 3,974 | 6.40 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 293,398 | -8.33 | 12,067 | -3.82 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 7,904,480 | -3.00 | 325,111 | 1.78 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 10,000 | 0.00 | 411 | 4.85 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 108 | 0.00 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 19,325 | -24.09 | 795 | -20.36 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 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 | 20,555 | 3.86 | 785 | -8.84 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FASEX - Nuveen 中型价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, 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 | 195,663 | 0.00 | 7,032 | -18.88 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 200,000 | 8,226 | |||||
| 2025-08-26 | NP | QLMMIX - ClearBridge 可变中盘投资组合 I 类 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 | 48,000 | 6.19 | 1,974 | 11.46 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 50,953 | 340.81 | 2,096 | 362.47 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 50,369 | 0.00 | 2,072 | 4.91 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 33,858 | 1.23 | 1,405 | 6.20 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 6,804 | 7.49 | 291 | 25.00 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 54,300 | -0.12 | 2,233 | 4.79 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 5,355 | -46.19 | 220 | -43.59 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 1,457,388 | 1.55 | 59,942 | 6.55 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 3,325 | 6.13 | 137 | 11.48 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 5,974 | -33.87 | 234 | -38.58 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,943,103 | 1.87 | 79,920 | 6.89 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 312 | -85.56 | 0 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 5,506 | -31.51 | 226 | -28.25 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 35,816 | -6.30 | 1,473 | -1.67 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（invesco 可变保险基金）- Invesco Vi Comstock 基金系列 I | 473,526 | -1.26 | 19,476 | 3.61 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 8,001 | 0.00 | 329 | 5.11 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,211 | 23.43 | 4,094 | 8.45 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 26,700 | 1,098 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 10,200 | 420 | |||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 26,112 | 1,143.43 | 1,108 | 1,251.22 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 174,068 | 4.49 | 7,159 | 9.63 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 984,221 | -7.28 | 40,481 | -2.72 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 104,498 | 1.08 | 4,337 | 6.01 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 11,979 | -22.61 | 493 | -18.81 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 3,200 | -7.70 | 132 | -2.96 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 520 | -5.97 | 19 | -25.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 60,684 | 27.80 | 2,498 | 35.56 | ||||
| 2025-08-08 | 13F | 托巴姆 | 985 | -16.74 | 0 | |||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,821 | -7.52 | 322 | -3.02 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 157,870 | -48.47 | 6,493 | -45.93 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 7,514 | 1.01 | 309 | 6.19 | ||||
| 2025-05-14 | 13F | TFB 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,726 | -5.84 | 112 | -0.88 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 58,545 | 0.00 | 2,408 | 4.93 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 41 | 95.24 | 2 | |||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 146,737 | 0.30 | 5,604 | -11.89 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 3,707 | 0.00 | 164 | 1.86 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 16,274 | 0.00 | 669 | 5.02 | ||||
| 2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | PL 资本顾问有限公司 | 45,600 | 0.00 | 1,876 | 4.92 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 66,300 | 254.55 | 2,727 | 271.90 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 87,800 | 118.95 | 3,611 | 129.85 | |||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 10,338 | 0.50 | 430 | 6.45 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 273,549 | -6.14 | 11,251 | -1.51 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 258 | 0.00 | 11 | 0.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 147 | 6 | ||||||
| 2025-07-30 | NP | PZVMX - Pzena 中盘价值基金投资者类别 | 65,050 | -11.68 | 2,484 | -22.40 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 22,510 | 10.29 | 926 | 15.63 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 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 | 31,341 | -4.28 | 1,289 | 0.47 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,149 | -19.31 | 41 | -34.92 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 5,628 | -1.09 | 231 | 3.59 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 10,157 | -0.97 | 418 | 3.73 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 19,280 | 0.00 | 793 | 4.90 | ||||
| 2025-07-07 | 13F | 西联银行 | 123,628 | 0.40 | 5,085 | 5.32 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 15 | 0.00 | 1 | |||||
| 2025-05-14 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 28,640 | 1.38 | 1,029 | -17.75 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 726 | 268.53 | 30 | 328.57 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 352,924 | 0.36 | 14,516 | 5.30 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | 卓越基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 30,099 | -3.62 | 1,238 | 1.06 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 37,474 | -3.01 | 1,541 | 1.78 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 2,010 | 0.00 | 83 | 5.13 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 24,874 | 0.00 | 1,023 | 4.92 | ||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 499 | -35.19 | 21 | -33.33 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 39,492 | 3.93 | 1,508 | -8.66 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 23,800 | 0.00 | 979 | 4.94 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 6,931 | 0.17 | 285 | 5.17 | ||||
| 2025-08-13 | 13F | 艾恩伍德投资管理有限公司 | 22,398 | 0.00 | 921 | 4.90 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 105,614 | 10.58 | 3,796 | -10.30 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 9,703 | 0.00 | 399 | 5.00 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 52,084 | 0.00 | 2,142 | 4.95 | ||||
| 2025-04-16 | 13F | 杰克逊广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 28,065 | -11.14 | 1,009 | -27.95 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 5,223 | -0.57 | 215 | 4.39 | ||||
| 2025-05-30 | NP | ATGYX - 康托·菲茨杰拉德股票机会基金机构类 | 10,000 | 0.00 | 392 | -7.11 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 国民年金服务 | 1,147,251 | 0.65 | 47,186 | 5.61 | ||||
| 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 | 11,923 | 8.28 | 490 | 13.69 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 38,908 | 338.20 | 1,600 | 359.77 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 31,765 | -2.82 | 1,306 | 1.95 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 93 | -21.19 | 4 | -25.00 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 10,078 | 0 | ||||||
| 2025-08-14 | 13F | 犹他州退休系统 | 110,853 | -0.90 | 4,559 | 3.97 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 5,398,790 | -11.82 | 194,033 | -28.48 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 2,006 | -13.39 | 72 | -29.41 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 3,358 | -3.12 | 121 | -21.57 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 32,021 | -89.04 | 1,317 | -88.50 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 135,000 | 400.00 | 5,156 | 339.47 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 382,335 | 15,725 | ||||||
| 2025-07-14 | 13F | 富达财富管理 | 2,441 | -3.25 | 100 | 2.04 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 3,103 | 8.72 | 128 | 14.41 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 7,002 | -20.96 | 288 | -17.00 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 106,861 | -58.03 | 4,435 | -55.99 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 310 | 13 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 74,215 | 2.28 | 3,052 | 7.31 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 7,866 | -47.52 | 324 | -44.97 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 115,671 | 342.37 | 4,758 | 364.10 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 437 | 0.92 | 18 | 6.25 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,070,728 | 130.69 | 44,039 | 148.07 | ||||
| 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 | 84,226 | 4.91 | 3,027 | -14.90 | ||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 19,812 | 0.00 | 777 | 0.00 | ||||
| 2025-07-29 | 13F | 特威迪·布朗有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 德国商业银行 | 109,203 | 1.62 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 18,516 | 8.73 | 762 | 14.09 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 69,207 | -0.17 | 2,846 | 4.75 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 1,400 | 58 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 374,869 | -55.04 | 15,418 | -52.83 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 516,169 | 0.52 | 21,230 | 5.47 | ||||
| 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 | 3,885,000 | 1.04 | 159,790 | 6.01 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 338,197 | 0.84 | 12,916 | -11.41 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 3,103 | -0.77 | 128 | 4.10 | ||||
| 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 | 165,401 | 1.35 | 5,945 | -17.80 | ||||
| 2025-08-04 | 13F | 4wealth 顾问公司 | 20,194 | 1.05 | 831 | 6.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 641 | 26 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 83,849,824 | 1.58 | 3,448,743 | 6.58 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 292 | 76.97 | 12 | 100.00 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 27,945 | -5.74 | 1,149 | -1.12 | ||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 12,496 | -14.57 | 514 | -10.47 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 303,443 | 0.99 | 12,481 | 5.96 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 10,035 | -4.75 | 413 | 0.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SMSAX - SIMT 多策略另类基金 F 类 | 13,417 | -21.74 | 552 | -24.93 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 381,379 | 191.26 | 15,180 | 195.68 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 613 | -34.99 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 578 | -18.36 | 24 | -14.81 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 5,559 | 0.00 | 229 | 5.07 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 9,847 | -7.14 | 405 | -2.41 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 6,219 | -6.85 | 256 | -2.30 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 5,410 | 0.00 | 223 | 4.72 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 3,839 | -8.03 | 158 | -3.68 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 1,006 | 0.60 | 41 | 5.13 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 881 | -3.50 | 36 | 2.86 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 26,627 | 233.42 | 1,095 | 249.84 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 21,301 | -77.00 | 876 | -75.87 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 132,161 | 2.46 | 5,436 | 7.50 | ||||
| 2025-08-14 | 13F | 采石场LP | 533 | -30.05 | 22 | -27.59 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 219 | -7.98 | 8 | -30.00 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 17,184 | -23.59 | 707 | -19.86 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 131,425 | -5.23 | 5,406 | -0.55 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 222,913 | 9,168 | ||||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 安盛公司 | 37,460 | -14.16 | 1,541 | -9.94 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 1,336 | -9.61 | 48 | -26.15 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, 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 | 7,149 | 26.91 | 294 | 33.64 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 1,093 | -4.04 | 45 | 0.00 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 5,104 | 0.00 | 210 | 4.50 | ||||
| 2025-05-15 | 13F | 资产配置策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 33,609 | -15.87 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | VYMYX - Voya 中型股研究增强型指数基金 W 级 | 3,009 | -0.69 | 115 | -12.98 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 91,544 | 3,765 | ||||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 39,276 | 23.79 | 1,615 | 29.93 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 78,007 | -4.70 | 3,208 | 0.00 | ||||
| 2025-08-28 | NP | WMKGX - WesMark 成长基金 | 101,900 | 0.00 | 4,191 | 4.93 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 69,820 | -0.73 | 2,872 | 4.13 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 23,607 | 4.99 | 971 | 10.10 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 10,236 | 8.10 | 391 | -5.11 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 402,681 | -1.23 | 17 | 6.67 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,932 | -7.26 | 162 | -3.01 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 6,593,260 | 48.97 | 271,181 | 56.31 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 80,177 | 0.00 | 3,298 | 4.93 | ||||
| 2025-05-27 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 319,309 | 0.00 | 12,517 | -7.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 87,127 | -4.40 | 3,584 | 0.31 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 203,462 | -20.18 | 8,369 | -16.24 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 5,628 | 0.00 | 231 | 5.00 | ||||
| 2025-07-24 | 13F | 康宁公司 | 4,902 | -7.51 | 202 | -2.90 | ||||
| 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 | 12,960 | 21.43 | 533 | 27.51 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 34,813 | -1.71 | 1,432 | 3.10 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 61,000 | 134.62 | 2,509 | 146.12 | |||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 6,242 | -33.12 | 257 | -29.86 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 217,300 | 19.20 | 8,938 | 25.06 | |||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 3,530 | 0.00 | 135 | -12.42 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 771,022 | -1.77 | 31,712 | 3.06 | ||||
| 2025-07-23 | 13F | 支柱财务顾问有限公司 | 23 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | 30,586,217 | 0.49 | 1,258,011 | 5.44 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 10,861 | 18.88 | 0 | |||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 熵技术有限公司 | 146,447 | 117.85 | 6,023 | 128.58 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 490,849 | -0.10 | 20,189 | 4.81 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 10,144 | 0.07 | 422 | 15.66 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 10,252 | 4.95 | 422 | 10.21 | ||||
| 2025-05-28 | NP | 贝莱德 ESG 资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 6,578 | -6.47 | 271 | -1.82 | ||||
| 2025-05-28 | NP | 贝莱德资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-28 | NP | 贝莱德战略全球债券基金公司 - 贝莱德战略全球债券基金公司投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 650 | 0.00 | 27 | 4.00 | ||||
| 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 | 11,840 | 23.27 | 426 | 0.00 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 305 | -14.33 | 13 | -7.69 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 4,772,522 | 9.64 | 196,294 | 15.04 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 374,091 | 6.55 | 15,386 | 11.80 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 145,281 | -3.58 | 5,221 | -21.79 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 222 | 9 | ||||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 303,355 | 2.50 | 12,477 | 7.54 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 1,230 | 8.85 | 51 | 13.64 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 53,263 | -15.49 | 2,191 | -11.34 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 27,318 | -0.30 | 1,203 | 12.01 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 1,924 | -8.60 | 79 | -3.66 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 111,599 | -2.24 | 4,590 | 2.57 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 444,585 | 3.39 | 15,978 | -16.14 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 13,949 | 83.98 | 574 | 92.93 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 843,854 | 0.37 | 34,708 | 5.32 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 6,044 | 249 | ||||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 942 | 0.00 | 36 | -12.50 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 752,512 | -15.38 | 30,951 | -11.22 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 38,076 | -6.53 | 1,583 | -0.88 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 42,074 | 7.84 | 1,731 | 13.15 | ||||
| 2025-08-14 | 13F | 车床资本有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 3,254 | -3.56 | 134 | |||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 13 | 0.00 | 1 | |||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,900 | 18.75 | 73 | 4.35 | ||||
| 2025-05-30 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 5,069 | 14.61 | 199 | 5.88 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 28,512 | 1,173 | ||||||
| 2025-08-26 | NP | JMVSX - 摩根大通中型价值基金 I 类 | 3,501,008 | 0.00 | 143,996 | 4.92 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 661 | 0.00 | 27 | 8.00 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 10,565 | 0.00 | 435 | 4.83 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 8,340 | -3.10 | 343 | 1.78 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 8,097 | -1.53 | 333 | 3.42 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 1,044,683 | 1.25 | 42,968 | 6.24 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 2,665 | -2.52 | 110 | 1.87 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 18,470 | 0.00 | 760 | 4.83 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 38,975 | 1,616 | ||||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 8,481 | -21.48 | 349 | -17.73 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 19,241 | 0.00 | 791 | 4.91 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 785 | -10.90 | 32 | -5.88 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 58,023 | 0.00 | 2,386 | 4.93 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 57,446 | 0.00 | 2,363 | 4.93 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 12,822 | -8.18 | 490 | -19.44 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 9,831 | 5.40 | 427 | 35.24 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 7,164 | -3.68 | 295 | 1.03 | ||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 326,473 | 15.74 | 11,733 | -6.12 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 11,396 | -21.70 | 469 | -17.89 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 156,399 | 7.90 | 6,433 | 13.22 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 727,242 | 2.77 | 29,911 | 7.83 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 76,531 | -79.31 | 2,923 | -81.83 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 767 | 0.00 | 32 | -6.06 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 145 | 195.92 | 6 | 400.00 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 9,238 | -5.57 | 380 | -1.04 | ||||
| 2025-08-14 | 13F | 马耳他资本管理有限公司 | 130,000 | 8.33 | 5,347 | 13.65 | ||||
| 2025-05-15 | 13F | OmniStar 金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 6,498 | -5.44 | 0 | |||||
| 2025-08-01 | 13F | PCA投资咨询服务公司 | 16,215 | 667 | ||||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 307 | 65.95 | 13 | 0.00 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 26,436 | 3.29 | 1,087 | 8.37 | ||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 17,201 | 0.00 | 707 | 4.90 | ||||
| 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 | 670,894 | 2.65 | 25,621 | -9.82 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 107,545 | -0.02 | 4,423 | 4.91 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 20,186 | -17.24 | 791 | -23.28 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 3,027,607 | -0.13 | 108,812 | -18.99 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 58,907 | 4.43 | 2,117 | -15.29 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 168 | 0.00 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 32,090 | 17.19 | 1,320 | 26.22 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 4,333 | -9.99 | 178 | -5.32 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 10,340 | 395 | ||||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 11,625 | 0.00 | 478 | 5.05 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 176,032 | 0.00 | 7,240 | 4.93 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 52,476 | 0.00 | 2,004 | -12.14 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 75,416 | 10.11 | 3,102 | 15.54 | ||||
| 2025-08-13 | 13F | 第1832章 | 64,602 | 46.55 | 2,657 | 53.76 | ||||
| 2025-08-26 | NP | NQGAX - Nuveen NWQ 全球股票收益基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, 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 | 48,139 | -4.96 | 1,980 | -0.30 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 3,609 | 0.00 | 138 | -12.18 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 7,533 | -3.55 | 321 | 3.55 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 172,577 | -1.32 | 7,098 | 3.54 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,877 | -8.97 | 72 | -20.22 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 9,337 | -1.01 | 384 | 4.07 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 188 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 11,472 | 472 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 84,021 | 3.95 | 3,456 | 9.06 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 4,307,482 | 0.18 | 177,167 | 5.11 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 62,933 | -1.00 | 3 | 0.00 | ||||
| 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 | 22,495 | -4.57 | 925 | 0.11 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 43,213 | 0.14 | 1,553 | -18.78 | ||||
| 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 | 744 | -7.46 | 27 | -25.71 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 28 | 1 | ||||||
| 2025-07-25 | NP | SCHD - 嘉信美国股息股票 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 | 19,158,570 | 7.52 | 731,666 | -5.54 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 第一来源银行 | 4,921 | 202 | ||||||
| 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 | 6,381 | 0.00 | 262 | 4.80 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 313,556 | 1.60 | 12,897 | 6.60 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 400,019 | 3.14 | 16,453 | 8.22 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 16,642 | 8.87 | 598 | -11.67 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 15,018 | -8.55 | 618 | -4.04 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 21,550 | 0.00 | 775 | -18.87 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 17,464 | 0.70 | 741 | 23.50 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 46,786 | 9.17 | 1,924 | 14.59 | ||||
| 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 | 42,451 | -8.40 | 1,526 | -25.72 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 7,886 | 11.27 | 324 | 16.97 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 16,708 | 29.33 | 687 | 35.77 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 8 | 0 | ||||||
| 2025-07-25 | NP | UCAGX - 基石积极基金 | 1,687 | 0.00 | 64 | -12.33 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 14,040 | 0.00 | 577 | 4.91 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 15,700 | 1.29 | 646 | 6.26 | ||||
| 2025-08-28 | NP | ABLOX - 阿尔及尔平衡投资组合 I-2 级 | 5,188 | 24.80 | 213 | 31.48 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 182,269 | 17.55 | 6,551 | -4.66 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 9,948 | -4.46 | 409 | 0.25 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 2,262 | 1.39 | 93 | 6.90 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 12,975 | 21.83 | 534 | 27.82 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 403,770 | -1.10 | 16,607 | 3.77 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 21,924 | 6.45 | 902 | 11.65 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 4,737,000 | 0.00 | 194,833 | 4.92 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 5,326 | 1.60 | 221 | 6.76 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 649 | 298.16 | 27 | 333.33 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 17,133 | 8.90 | 654 | -4.25 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 753 | 0.00 | 29 | -12.50 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 5,850 | 10.96 | 241 | 16.50 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 101,521 | 3.50 | 4,176 | 8.58 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 9 | 0.00 | 0 | |||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 7,348 | -7.28 | 302 | -2.58 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 285,287 | -2.54 | 10,253 | -20.95 | ||||
| 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 | 218,842 | 0.00 | 7,865 | -18.88 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 780,570 | 0.00 | 28,054 | -18.89 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 11,400 | -40.62 | 410 | -51.88 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 2,948 | 0.00 | 113 | -12.50 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 20,910 | 860 | ||||||
| 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 | 319,319 | 0.63 | 11,476 | -18.38 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 444,835 | -1.41 | 18,297 | 3.44 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 93,607 | 0.00 | 3,850 | 4.93 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 160,210 | -6.17 | 6,589 | -1.54 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 28,855 | -2.52 | 1,187 | 2.24 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 55,259 | -32.37 | 2,273 | -29.04 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 9,187 | 0.00 | 378 | 4.72 | ||||
| 2025-08-11 | 13F | LCNB公司 | 15,073 | -4.74 | 620 | -0.16 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 31,199 | -51.15 | 1 | -50.00 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 260,748 | 15.41 | 10,725 | 21.09 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 54,391 | 0.44 | 2,237 | 5.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 43,772 | -15.52 | 1,800 | -11.37 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 43,466 | 0.00 | 1,788 | 4.93 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 11,456 | -66.16 | 412 | -72.60 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 884 | 26.29 | 36 | 33.33 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 7,300 | -4.33 | 300 | 0.33 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 11,044 | -2.61 | 454 | 2.25 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 7,894 | 7.02 | 325 | 12.11 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 24,707 | -31.37 | 944 | -39.71 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 389 | 8.36 | 15 | 0.00 | ||||
| 2025-08-05 | 13F | HFG 顾问公司 | 15,497 | 4.68 | 637 | 9.83 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 105,336 | 17.43 | 4,332 | 23.21 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | Call | 12,100 | 498 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 18,805 | 0.00 | 773 | 4.88 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 670 | -36.19 | 28 | -34.15 | ||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 17,175 | -70.94 | 706 | -69.52 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,517 | -11.34 | 516 | -22.05 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 5,909 | 0.00 | 243 | 5.19 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,135 | 0.00 | 998 | -12.15 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 5,918 | 0.39 | 243 | 6.58 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 55,408 | -8.46 | 2,279 | -3.96 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 121,225 | 10.92 | 4,986 | 16.36 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 94,392 | 9.86 | 3,882 | 15.26 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 3,486 | -0.85 | 143 | 4.38 | ||||
| 2025-04-22 | 13F | 圭亚苏塔投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 26,172 | -77.69 | 1,000 | -80.41 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,648 | 0.00 | 59 | 0.00 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 82,828 | 0.00 | 2,977 | -18.91 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 38,525 | 3.20 | 628 | 13.56 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 53,326 | -1.11 | 1,917 | -19.80 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 209,789 | 27.83 | 8,629 | 34.12 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,403 | 121.29 | 54 | 96.30 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 4,359 | -0.73 | 171 | -8.11 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 199,705 | -28.47 | 8,214 | -24.95 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,114,454 | 179.30 | 45,837 | 193.06 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 15,736 | 40.24 | 647 | 47.38 | ||||
| 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 | 231,690 | 2.74 | 8,327 | -16.67 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 106,815 | 2.99 | 4,393 | 8.07 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 76,202 | 1.68 | 3,134 | 6.71 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 81,676 | -0.41 | 3,359 | 4.51 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 20,701 | 0.63 | 744 | -18.44 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 8 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 244,527 | 10,057 | ||||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 23,344 | 0.00 | 960 | 4.92 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 100 | 0.00 | 4 | 33.33 | ||||
| 2025-04-29 | 13F | Avantax 规划合作伙伴公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,999,820 | -45.75 | 82,253 | -43.07 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 13,434 | 0.00 | 553 | 4.94 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 80,623 | 2.40 | 3,316 | 7.45 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 18,935 | -4.63 | 779 | 0.00 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 662 | 0.00 | 28 | 12.00 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 293,022 | 0.00 | 12,052 | 4.92 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 20,384 | -0.94 | 838 | 3.97 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 9,994,757 | -2.27 | 411,084 | 2.54 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 13,559 | -3.21 | 558 | 1.46 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 46,130 | 1,897 | ||||||
| 2025-08-07 | 13F | 第1620章 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 95,136 | -6.07 | 3,913 | -1.46 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 386 | 25.73 | 16 | 25.00 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 13,334 | 4.27 | 587 | 35.88 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 49,625 | 0.00 | 2,041 | 4.94 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 197 | 0.00 | 8 | 14.29 | ||||
| 2025-07-22 | 13F | 遗产信托 | 16,639 | -0.17 | 684 | 4.75 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 7,340 | -0.18 | 302 | 4.51 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 172 | 6 | ||||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 532,916 | -34.38 | 21,919 | -31.15 | ||||
| 2025-08-27 | NP | RPFGX - 戴维斯金融基金 A 类 | 1,317,490 | 0.00 | 54,188 | 4.92 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 41,462 | -10.16 | 1,490 | -27.10 | ||||
| 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 | 14,550 | -3.76 | 598 | 1.01 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 964,209 | 7.95 | 39,658 | 13.27 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 310 | -84.91 | 13 | -85.00 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 3,220 | 0.00 | 132 | 4.76 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 149,228 | -4.45 | 6,138 | 0.25 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 813 | 33 | ||||||
| 2025-07-14 | 13F | 银行与信托公司 | 18,845 | 0.00 | 775 | 5.01 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 384,146 | 5.49 | 15,800 | 10.68 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 424 | 39.93 | 17 | 54.55 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 48 | 26.32 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 10,682 | 4.51 | 439 | 20.27 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 54,143 | -3.41 | 2,227 | 1.32 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 1,719 | -7.03 | 71 | -2.78 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 34,199 | 14.97 | 1,306 | 1.01 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 28,441 | 0.00 | 1,170 | 4.94 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 4,290 | 6.88 | 176 | 12.10 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 269 | 11 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 13,932 | 0.45 | 578 | 5.47 | ||||
| 2025-08-28 | NP | AIGOX - Alger 增长和收入投资组合 I-2 级 | 4,994 | 29.24 | 205 | 35.76 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 154,683 | 7.57 | 5,907 | -5.50 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 13,281 | 6.23 | 546 | 11.43 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 128,271 | 4.09 | 5,276 | 9.21 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 40,710 | -718.04 | 1,674 | -748.84 | ||||
| 2025-05-28 | 13F | Intrua 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IAT - iShares 美国地区银行 ETF | 695,646 | -14.00 | 28,612 | -9.76 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 15 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 57,700 | 3.04 | 2,074 | -16.44 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 63,902 | -17.18 | 2,628 | -13.10 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 135 | 200.00 | 6 | 400.00 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 37,993 | 47.98 | 1,563 | 55.27 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构中盘价值基金 | 124,970 | 5,140 | ||||||
| 2025-06-23 | NP | VLUE - iShares Edge MSCI 美国价值因子 ETF | 275,580 | -5.30 | 9,904 | -23.19 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 831 | 30 | ||||||
| 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 | 24 | 20.00 | 1 | |||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 103 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 311,056 | 1,006.29 | 12,794 | 1,060.89 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 28,506 | 0.00 | 1,172 | 4.92 | ||||
| 2025-05-15 | 13F | 德肖公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 9,700 | -11.01 | 399 | -6.79 | |||
| 2025-06-24 | NP | FBLAX - 富兰克林管理收益基金 A 类 | 300,000 | 0.00 | 10,782 | -18.89 | ||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 12,000 | 0.00 | 494 | 4.89 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 13,443 | 57.52 | 553 | 65.27 | ||||
| 2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 467,143 | -46.62 | 19,214 | -44.00 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 18,700 | 76.42 | 769 | 85.30 | |||
| 2025-05-12 | 13F | Peapack Gladstone 金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 259,691 | 1.04 | 10,681 | 6.03 | ||||
| 2025-08-28 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国价值基金系列 I | 42,993 | 1,768 | ||||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 7,881 | 21.56 | 283 | -1.39 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 5,221 | 0.29 | 215 | 4.90 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 1,023,651 | -1.86 | 36,790 | -20.40 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 54,273 | -14.77 | 2,232 | -10.58 | ||||
| 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 | 150,147 | 4.30 | 5,396 | -15.40 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 19,040 | 1.77 | 783 | 6.82 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林中小型股增长 VIP 基金 1 级 | 86,300 | 12.81 | 3,550 | 18.38 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 414,758 | -8.59 | 17,059 | -4.10 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 46,976 | 3.15 | 1,950 | 8.16 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 337 | -51.16 | 14 | -51.85 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 14,931 | 5.73 | 614 | 11.03 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 7,402 | -1.39 | 304 | 3.40 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 41,793 | -0.86 | 1,719 | 4.00 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 27,980 | 0.00 | 1,151 | 4.93 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 13,066 | 6.70 | 470 | -13.47 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,886 | 4.20 | 78 | 9.86 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 329 | 0.00 | 14 | 8.33 | ||||
| 2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 53,501 | -7.41 | 2,043 | -18.64 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 14,869 | -13.29 | 612 | -9.08 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 | 78,223 | 7.38 | 3,217 | 12.68 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 2,107 | -61.95 | 87 | -60.37 | ||||
| 2025-07-29 | NP | 复制 - Tweedy, Browne Insider + Value ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 329,050 | 11.49 | 13,534 | 16.98 | ||||
| 2025-05-28 | NP | FT Vest 股息上涨总回报基金 | 6,415 | -73.61 | 251 | -75.56 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 89,900 | 0.00 | 3,698 | 4.91 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 65,069 | 1.58 | 2,676 | 6.61 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 6,687 | 2.29 | 275 | 7.42 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum 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 | 228,010 | 32.12 | 9,912 | 19.50 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 43,463 | -1.66 | 1,788 | 3.18 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 13,229 | 0.88 | 549 | 5.98 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 4,639 | 85.19 | 177 | 63.89 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 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 | 65,282 | -40.91 | 2,346 | -52.07 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 982,349 | 4,013.00 | 24 | -97.54 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 7,240,976 | 20.68 | 297,821 | 26.62 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 24,173 | 8.54 | 923 | -4.65 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 6,753 | 0.00 | 278 | 4.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 12,441 | -7.67 | 512 | -3.22 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 606,397 | 59.84 | 24,941 | 67.72 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 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 | 236,861 | 1.89 | 9,742 | 6.91 | ||||
| 2025-05-15 | 13F | StoneX集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 736 | 30 | ||||||
| 2025-08-12 | 13F | 论坛私人客户集团有限责任公司 | 8,619 | -2.37 | 354 | 2.31 | ||||
| 2025-04-15 | 13F | Axecap 投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 753,552 | 0.10 | 31 | 3.45 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 18,762 | -0.71 | 772 | 4.19 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 19,874 | 0.00 | 817 | 4.88 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 31,380 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-05-15 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 163,506 | -1.49 | 5,876 | -20.10 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,319,358 | -5.76 | 54,265 | -1.12 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 67,839 | 0.00 | 2,790 | 4.93 | ||||
| 2025-05-27 | NP | NOLVX - 北方大盘价值基金 | 340 | 0.00 | 13 | -7.14 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 121,812 | 4.94 | 5,010 | 10.11 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 23,276 | 18.48 | 837 | -3.91 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 22,892 | -13.25 | 942 | -8.99 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 95,386 | -25.82 | 3,923 | -22.16 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 547,000 | 57.41 | 22,498 | 65.16 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 196,900 | -4.79 | 8,098 | -0.10 | |||
| 2025-05-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 108,285 | 7.70 | 4,245 | -0.16 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 66,219 | -0.79 | 2,724 | 4.09 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 61,746 | 51.36 | 2,540 | 58.79 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 442,909 | 74.94 | 18,217 | 83.56 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 72,202 | 27.58 | 2,970 | 33.86 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 153,943 | -3.31 | 6,332 | 1.44 | ||||
| 2025-04-16 | 13F | 轩尼诗顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 62,863 | -23.81 | 2,586 | -20.07 | ||||
| 2025-08-14 | 13F | 红树林合作伙伴 | 17,991 | 740 | ||||||
| 2025-07-29 | NP | JMVNX - 中值基金类别资产净值 | 361,316 | 4.20 | 13,799 | -8.45 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 125,144 | 12.90 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 11,926 | -2.95 | 490 | 1.87 | ||||
| 2025-05-22 | NP | RDVY - First Trust Rising Dividend Achievers 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 | 1,698,530 | -71.39 | 66,582 | -73.48 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 54,257 | 58.52 | 2,232 | 66.37 | ||||
| 2025-08-25 | NP | FTXO - 第一信托纳斯达克银行 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 | 189,580 | -5.47 | 7,797 | -0.81 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 17,103 | 0.77 | 710 | 5.82 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 3,539 | 146 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 1,999 | -10.64 | 82 | -5.75 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,944 | 18.90 | 106 | -3.67 | ||||
| 2025-04-18 | 13F | 乐天证券公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 43,415 | -1.74 | 1,786 | 3.12 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 25,497 | 12.29 | 1,130 | 13.93 | ||||
| 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 | 27,682 | 2.75 | 1,139 | 7.77 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 17,182 | -4.18 | 707 | 0.57 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 64,571 | 53.55 | 2,672 | 61.00 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 7,491 | -1.96 | 308 | 3.01 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 189 | 92.86 | 7 | 100.00 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,393 | -6.16 | 98 | -1.01 | ||||
| 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 | 107,023 | 40.04 | 4,402 | 46.94 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 6,651 | -3.22 | 274 | 1.49 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 24,400 | 57.69 | 1 | |||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 14,900 | -10.26 | 584 | -16.69 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 20,501 | -10.15 | 843 | -5.70 | ||||
| 2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 11,182 | 15.53 | 460 | 21.11 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 558,496 | 4.72 | 23,125 | 11.97 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 3,953,008 | -9.25 | 162,587 | -4.79 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 304,107 | -2.09 | 12,508 | 2.73 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 52,873 | -0.82 | 2,019 | -12.86 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 14,681 | -50.50 | 604 | -48.11 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 284,396 | 7.41 | 11,697 | 12.71 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 1,586 | 0.00 | 65 | 4.84 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 1,666 | -95.69 | 60 | -96.56 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 14,476 | 3.09 | 553 | -9.51 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 3,137 | -12.69 | 129 | -7.86 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 1,964 | -2.48 | 81 | 2.56 | ||||
| 2025-08-28 | NP | KBE - SPDR(R) 标准普尔银行 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 | 390,486 | -26.32 | 16,061 | -22.69 | ||||
| 2025-08-14 | 13F | 莱尔德诺顿信托公司 | 11,795 | 0.00 | 489 | 4.94 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 4,992 | -8.50 | 205 | -3.76 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 86,521 | 16.78 | 3,559 | 22.52 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 38,501 | -52.72 | 1,584 | -50.41 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 1,164,281 | 5,558.99 | 47,887 | 5,841.19 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,687 | 23.32 | 69 | 30.19 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 5,400 | 0.00 | 222 | 5.21 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 15,254 | 627 | ||||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 18,209 | 0.00 | 714 | 0.00 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 3,828 | -7.63 | 157 | -3.09 | ||||
| 2025-06-25 | NP | SBMAX - ClearBridge 中盘基金 A 类 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 | 300,000 | 0.00 | 10,782 | -18.89 | ||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 18,498 | 26.14 | 761 | 32.40 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,544 | -63.24 | 105 | -61.62 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 605 | -56.69 | 25 | -55.56 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 249,000 | 1.06 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,073,003 | -31.03 | 44,133 | -27.64 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 9,492 | -1.61 | 341 | -20.14 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 128 | -78.45 | 5 | -78.26 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 715 | -49.15 | 29 | -47.27 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 81,377 | -4.71 | 3,347 | 0.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 128,600 | 83.71 | 5,289 | 92.75 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 44,100 | 13.66 | 1,814 | 19.28 | |||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 2,736 | -3.22 | 113 | 1.82 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 61 | 3 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 645 | 31.63 | 25 | 14.29 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 16,785 | -1.26 | 690 | 3.60 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 18,200 | 0.00 | 749 | 4.91 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 29,000 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 3,108 | -5.47 | 128 | -0.78 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 18,008,755 | 3.57 | 737,728 | 8.57 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 187,339 | -11.00 | 7,705 | -6.62 | ||||
| 2025-07-22 | 13F | Orca 财富管理有限公司 | 35,673 | 1.07 | 1,467 | 6.07 | ||||
| 2025-05-23 | NP | FOVL - iShares 聚焦价值因子 ETF | 14,028 | 0.11 | 550 | -7.26 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 1,350 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 20,223 | 26.31 | 832 | 32.54 | ||||
| 2025-08-27 | NP | OASVX - 最佳中小盘价值基金 A 类 | 11,100 | -63.25 | 457 | -61.45 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 1,578 | -8.89 | 65 | -4.48 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 54 | -84.87 | 2 | -83.33 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 70,601 | 0.00 | 2,904 | 4.92 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 3,851,034 | -0.63 | 147,071 | -12.70 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 149,000 | 5.67 | 6 | 20.00 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 9,762 | -3.96 | 402 | 0.75 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 6,756 | 30.22 | 0 | |||||
| 2025-04-24 | 13F | 韦斯滕德资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 111,354 | 14.45 | 4,580 | 20.08 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 15,912 | -2.90 | 654 | 1.87 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 138,587 | -22.62 | 5,700 | -18.81 | ||||
| 2025-08-27 | NP | USCF - 主题 美国现金流冠军 ETF | 328 | 0.00 | 13 | 8.33 | ||||
| 2025-06-25 | NP | HSSAX - Emerald 银行及金融基金 A 类 | 4,530 | 0.00 | 163 | -19.00 | ||||
| 2025-05-12 | 13F | 金刚狼资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 58,295 | -25.66 | 2,226 | -34.68 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 9,437 | 29.10 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 28,183 | -3.65 | 1,159 | 1.13 | ||||
| 2025-03-26 | NP | SDVD - FT Vest SMID 股息上涨目标收入 ETF | 76,110 | 103.13 | 3,372 | 106.11 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 64,106 | 0.71 | 2,637 | 5.65 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 152 | -12.14 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 9,360 | -1.06 | 385 | 3.78 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 539 | -66.63 | 22 | -65.08 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 44 | 2 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 55,022 | -9.78 | 2,263 | -5.31 |
