机构投资人持股和股东
Illinois Tool Works Inc. (IT:1ITW) 有 2611 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 269,454,114 股股票。 最大股东包括 Vanguard Group Inc, Briar Hall Management LLC, BlackRock, Inc., State Farm Mutual Automobile Insurance Co, State Street Corp, Northern Trust Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Wells Fargo & Company/mn, and Geode Capital Management, Llc .
Illinois Tool Works Inc. (BIT:1ITW)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 226.40 / share. Previously, on April 28, 2025, the share price was 211.00 / share. This represents an increase of 7.30% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 3 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,300 | 569 | |||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,743 | -4.05 | 12,681 | -10.92 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 2,978 | 0.00 | 736 | -0.27 | ||||
| 2025-07-11 | 13F | 弗鲁斯投资管理公司 | 900 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | 格柏有限公司 | 836 | 207 | ||||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 121,883 | 6.69 | 30,136 | 6.36 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 1,043 | 0.00 | 258 | -0.39 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 184 | -1.60 | 46 | -2.17 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 43,057 | -0.30 | 10,646 | -0.62 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 2,316 | 5.85 | 576 | 5.69 | ||||
| 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 | 7,671 | -0.57 | 1,880 | -7.66 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 13,355 | -7.63 | 3,302 | -7.89 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 14,522 | -1.59 | 3,591 | -1.89 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 4,844 | 0.23 | 1,198 | -0.08 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 516 | -5.84 | 128 | -5.93 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 10,811 | 193.86 | 2,673 | 186.80 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 20,433 | 10.98 | 5,008 | 3.02 | ||||
| 2025-03-28 | NP | CHGX - Stance 可持续 Beta ETF | 623 | 161 | ||||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 7,793 | 0.21 | 1,927 | -0.10 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 1,321 | -33.28 | 317 | -38.40 | ||||
| 2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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 | 2 | 0 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 25,405 | -3.48 | 6,284 | -3.78 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 37,610 | 0.00 | 9,299 | -0.30 | ||||
| 2025-07-10 | 13F | 韦伯斯特罗杰斯财务顾问有限公司 | 863 | 0.00 | 213 | -0.47 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 4,203 | -10.97 | 1,039 | -11.20 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 3,255 | -1.99 | 805 | -2.31 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 2,954 | -0.97 | 730 | -1.22 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 47,960 | 7,987.69 | 11,858 | 7,966.67 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 303 | 0.00 | 77 | 2.67 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 1,158,384 | -1.40 | 286,410 | -1.70 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 5,514 | -6.61 | 1,363 | -6.90 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 13 | 0.00 | 3 | 0.00 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 5,448 | 49.79 | 1,347 | 49.33 | ||||
| 2025-07-24 | 13F | M.克劳斯公司 | 39,647 | -2.62 | 9,803 | -2.92 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 6,785 | -1.12 | 1,678 | -1.41 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 7,905 | -2.24 | 1,896 | -9.50 | ||||
| 2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 134,385 | -0.75 | 32,240 | -8.12 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 27,487 | -8.49 | 6,796 | -8.77 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 305,354 | -31.72 | 75,499 | -31.93 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 4,291 | 0.00 | 1,061 | -0.38 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 3,010 | -0.66 | 744 | -0.93 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,257 | 16.18 | 1,021 | 7.59 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 9,163 | 0.00 | 2,266 | -0.31 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 9,120 | -2.09 | 2,255 | -2.42 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 2,000 | 494 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 358,582 | 37.06 | 88,659 | 36.64 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 11,300 | -17.52 | 2,794 | -17.78 | |||
| 2025-08-12 | 13F | 规划替代方案有限公司/adv | 1,447 | -0.96 | 358 | -1.38 | ||||
| 2025-04-24 | NP | USBSX - 基石温和基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 27,000 | 24.42 | 6,676 | 24.05 | |||
| 2025-07-28 | 13F | Copia财富管理 | 7 | 0.00 | 2 | 0.00 | ||||
| 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 | 18,844 | 8.82 | 4,618 | 1.03 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 30 | 0.00 | 7 | 0.00 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 154,868 | 9.71 | 37,955 | 1.86 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 1,578 | 0.00 | 390 | -0.26 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 34,493 | -3.35 | 8,529 | -3.65 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 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 | 6,141 | 0.00 | 1,518 | -0.33 | ||||
| 2025-04-24 | NP | USCRX - 基石适度激进基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 9,254 | 0.72 | 2,288 | 0.44 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 911 | -52.13 | 225 | -52.23 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 1,385 | 0.00 | 342 | -0.29 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 2,514 | 0.00 | 622 | -0.32 | ||||
| 2025-08-08 | 13F | 卡尔·谢尔有限公司 | 1,652 | 0.00 | 408 | -0.24 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 3,251 | 3.47 | 804 | 3.08 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 370 | 0.00 | 91 | 0.00 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 845 | 0.00 | 209 | -0.48 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 502,094 | 5.68 | 124,143 | 5.36 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 34,255 | -18.54 | 8,218 | -24.59 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 1,705 | 422 | ||||||
| 2025-04-22 | 13F | Jmac企业有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 263 | -48.02 | 0 | |||||
| 2025-06-27 | NP | RSPN - Invesco S&P 500 等权重工业 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 | 29,269 | -9.97 | 7,022 | -16.66 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 21,330 | 0.71 | 5,306 | 0.40 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 180 | 45 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 96,955 | 31.74 | 23,972 | 31.34 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 1,446 | 0.00 | 358 | -0.28 | ||||
| 2025-07-07 | 13F | 肖特韦尔鲁特贝尔公司 | 854 | 221 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 214 | 0.47 | 53 | 0.00 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 1,513 | 0.00 | 376 | -0.27 | ||||
| 2025-04-24 | 13F | 纳德勒金融集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 636,609 | -3.53 | 157,415 | -3.83 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 980 | 242 | ||||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 37 | 0.00 | 9 | 0.00 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,302 | 8.32 | 31,261 | 0.27 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 3,229 | -16.20 | 798 | -16.44 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 1,876 | 0.43 | 464 | 0.00 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 6,000 | -15.49 | 1,484 | -15.74 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 1,897 | 3.95 | 469 | 3.76 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 1,152 | 0.00 | 285 | -0.35 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 10 | 150.00 | 2 | |||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 31,541 | -16.10 | 7,799 | -16.36 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 6,441 | 8.86 | 1,579 | 1.09 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,917 | 2.46 | 721 | 2.12 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 3,530 | 2.02 | 873 | 1.63 | ||||
| 2025-08-12 | 13F | Rbo & Co 有限责任公司 | 2,100 | 0.00 | 519 | -0.19 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 17,399 | 2.43 | 4,302 | 2.11 | ||||
| 2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | 3,096 | -16.03 | 743 | -22.30 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 18,030 | 2.62 | 4,458 | 2.30 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 3,482 | 0.00 | 861 | -0.23 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 2,773 | -9.38 | 686 | -9.63 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 114 | -25.00 | 28 | -32.50 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,280 | 38.16 | 804 | 28.27 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 102,000 | 10.03 | 25,220 | 9.70 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 13,667 | 14.61 | 3,350 | 6.42 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 40,321 | 0.97 | 9,969 | 0.66 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 120 | -21.57 | 29 | -27.50 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 35 | -2.78 | 9 | -11.11 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 120 | 3.45 | 30 | 3.57 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 1,119 | 0.00 | 277 | -0.36 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 2,138 | 0.09 | 1 | |||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 38,993 | 9.52 | 9,605 | 10.04 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,333 | 0.23 | 0 | |||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 3,578 | -4.36 | 885 | -4.64 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 36,187 | -9.63 | 8,948 | -9.91 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 271,991 | 0.68 | 67,250 | 0.37 | ||||
| 2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 679 | -19.07 | 168 | -19.71 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 9 | -67.86 | 2 | -71.43 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 325 | -55.78 | 80 | -56.04 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 2,322 | -1.11 | 574 | -1.37 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 17,000 | 0.00 | 4,203 | -0.31 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 7,069 | 0.01 | 1,748 | -0.29 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 154,489 | -3.24 | 38,197 | -3.53 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 760 | -6.63 | 188 | -6.97 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,102 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 376 | 0.00 | 96 | 3.23 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 7,783 | 5.50 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 1,768 | 21.51 | 0 | |||||
| 2025-08-05 | 13F | 诚信金融公司/西澳 | 1,542 | 0.00 | 384 | -0.26 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 6,435 | -5.89 | 1,544 | -8.70 | ||||
| 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 | 12,760 | 1.16 | 3,127 | -6.07 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 34,807 | -43.99 | 8,600 | -43.84 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 17,887 | -10.81 | 4,423 | -11.08 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 41,440 | 6.84 | 9,942 | -1.09 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 7,667 | -2.23 | 1,896 | -2.52 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 1,459 | 0.00 | 361 | -0.28 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 86,233 | 0.06 | 21,321 | -0.24 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 2,150 | 0.00 | 532 | -0.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 1,225 | -4.07 | 303 | -4.43 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 2,804 | 16.78 | 687 | 8.53 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 24 | 0.00 | 0 | |||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,369,776 | 0.12 | 825,865 | -7.04 | ||||
| 2025-08-01 | 13F | KS联合资本管理公司 | 31,491 | 1.58 | 7,786 | 1.27 | ||||
| 2025-04-16 | 13F | 斯坦利拉曼集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 7,019 | -1.97 | 1,735 | -2.25 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 8,909 | -0.17 | 2,203 | -0.50 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 269,625 | 3.35 | 66,665 | 3.03 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 6,402 | 6.52 | 1,583 | 6.17 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 33,194 | -6.25 | 8,207 | -6.55 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 4,555 | 1,126 | ||||||
| 2025-07-15 | 13F | 卡夫资产管理有限公司 | 2,676 | -2.12 | 662 | -2.51 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 24,899 | 27.36 | 6,156 | 26.98 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 47,056 | 1.38 | 11,289 | -6.15 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 2,087 | -0.10 | 516 | -0.58 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 11,408 | -4.42 | 2,821 | -4.73 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 150 | -4.46 | 37 | -7.69 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 379 | 0.00 | 94 | 0.00 | ||||
| 2025-05-22 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 564 | -45.40 | 140 | -46.74 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 913 | 233 | ||||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 2,336 | -2.71 | 578 | -3.03 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 9,164 | 20.42 | 2,266 | 20.03 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 397 | -14.99 | 98 | -14.78 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 898 | 222 | ||||||
| 2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | Short | -2,721 | -0.00 | -667 | -7.24 | |||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 47,481 | 0.00 | 11,740 | -0.31 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 24 | 0.00 | 6 | -16.67 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 115 | 11.65 | 28 | 12.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 17,231 | -0.36 | 4,134 | -7.77 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,340 | -1.36 | 1,073 | -1.65 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 45,153 | 0.00 | 11,164 | -0.30 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 5,199 | -10.87 | 1,285 | -11.13 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 173 | 43 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 57 | 14 | ||||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 35,092 | 1.55 | 8,676 | 1.24 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 1,279 | 10.93 | 316 | 10.49 | ||||
| 2025-05-27 | NP | DIVL - 麦迪逊股息价值 ETF | 1,256 | 312 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 8,547 | -11.53 | 2,113 | -11.81 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 482 | 0.00 | 119 | 0.00 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 24 | 14.29 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 39,033 | 0.01 | 9,651 | -0.30 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,946,490 | 1.60 | 2,212,020 | 1.29 | ||||
| 2025-08-12 | 13F | 联合银行 | 17,865 | -7.50 | 4,417 | -7.79 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 10,677 | -7.47 | 2,640 | -9.74 | ||||
| 2025-07-23 | 13F | LifeSteps 金融公司 | 2,730 | 0.07 | 675 | -0.30 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 艾略特·芬克尔投资顾问有限责任公司 | 26,770 | -1.04 | 6,619 | -1.34 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 5,308 | -0.66 | 1,312 | -0.98 | ||||
| 2025-08-29 | NP | DIVGX - Guardian 股息增长基金 I 类 | 1,264 | 22.24 | 313 | 21.88 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 7,270 | -4.92 | 1,798 | -5.22 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 3,893 | 1.12 | 963 | 0.84 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 24 | 0.00 | 6 | 0.00 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | Short | -682 | -16.32 | -164 | -22.75 | |||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 127,103 | 0.85 | 31,426 | 0.54 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 24,585 | -5.10 | 6,079 | -5.40 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 14,425 | 0.00 | 3,567 | -0.31 | ||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 975 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 436,993 | -9.93 | 108,047 | -10.21 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 14 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 3,738 | -0.77 | 971 | 7.42 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 3,874 | -0.90 | 958 | -1.24 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,489 | 2.12 | 1,149 | 9.01 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 1,160 | 14.85 | 287 | 14.40 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 629 | -8.84 | 156 | -9.36 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 4,014 | 0.22 | 992 | -0.10 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,374 | 16.15 | 340 | 15.70 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 231 | -18.09 | 57 | -17.39 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 10,583 | 0.00 | 2,617 | -0.30 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | Short | -5,400 | 31.71 | -1,323 | 22.27 | |||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,052 | -0.19 | 507 | -0.39 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 384,353 | 8.36 | 94,197 | 0.60 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 146 | 100.00 | 36 | 100.00 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 207 | -6.76 | 50 | -14.04 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 143,086 | 0.00 | 35,378 | -0.30 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 908 | -6.58 | 225 | -7.05 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 734 | -6.02 | 181 | -6.22 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 2,944 | -0.71 | 728 | -0.95 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 505 | -20.47 | 0 | |||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 3,596 | 0.00 | 889 | -0.22 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 18,177 | 2.22 | 4,494 | 1.90 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 166,381 | -24.44 | 41,172 | -24.52 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 2,686 | -8.58 | 658 | -15.10 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 2,678 | -5.64 | 662 | -5.83 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 34,272 | 21.45 | 8,474 | 21.08 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,812 | -25.61 | 1 | |||||
| 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 | 320 | -4.48 | 77 | -11.63 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 4,820 | 5.79 | 1,192 | 5.49 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 港口投资公司 | 3,228 | -14.15 | 798 | -14.38 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 37,042 | 0.00 | 9,175 | -0.30 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,981 | -5.62 | 490 | -5.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 5,813 | -17.74 | 1,437 | -17.98 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 1,593 | -57.64 | 394 | -57.83 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 11,133 | -2.51 | 2,753 | -2.82 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 2,294 | 10.82 | 567 | 10.53 | ||||
| 2025-07-31 | 13F | 北极星资产管理公司 | 1,627 | 8.32 | 402 | 8.06 | ||||
| 2025-08-11 | 13F | 基金会财富管理有限责任公司 | 898 | 0.00 | 222 | 0.00 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 599 | 0.00 | 147 | -7.59 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,350 | 41.74 | 619 | 55.28 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 82,738 | 15.56 | 20,457 | 15.21 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 240 | 0.00 | 59 | 0.00 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 5,344 | -1.84 | 1,321 | -2.15 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 31,760 | 15.64 | 7,853 | 15.28 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 6,053 | 1.25 | 1,497 | 0.94 | ||||
| 2025-07-18 | 13F | 联合银行 | 36,361 | 7.98 | 8,990 | 7.65 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,355 | 80.96 | 830 | 80.61 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 477 | 0.00 | 118 | -0.85 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,564 | 1,128 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 284 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 5,007 | 0.40 | 1,238 | 0.16 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 848 | 129.81 | 210 | 125.81 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 915 | -19.38 | 228 | -19.79 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 22,098 | 0.00 | 5,464 | -0.31 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 541 | -0.18 | 134 | -0.75 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 3,842 | -29.83 | 942 | -34.88 | ||||
| 2025-05-28 | NP | FKGRX - 富兰克林成长基金 A 类 | 647,110 | -10.61 | 160,490 | -12.57 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 1,320 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 托巴姆 | 532 | -32.06 | 0 | |||||
| 2025-08-13 | 13F | 丰业资本公司 | 7,977 | 5.00 | 1,972 | 4.67 | ||||
| 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 | 170,752 | 2.13 | 42,218 | 1.82 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,837 | 31.71 | 701 | 31.27 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 46,190 | 4.24 | 11,490 | 3.93 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 10,469 | 24.91 | 2,588 | 24.54 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 770 | 0.00 | 185 | -7.54 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 529 | 131 | ||||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 3,146 | 0.00 | 778 | -0.38 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 950 | 0.00 | 235 | -0.43 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 1,333 | 0.00 | 330 | -0.30 | ||||
| 2025-07-07 | 13F | 西联银行 | 6,531 | 9.67 | 1,615 | 9.35 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 172 | 0.00 | 43 | -2.33 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 5,390 | 10.61 | 1,333 | 10.26 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 499 | 0.00 | 123 | 0.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 46 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 19,500 | 0.00 | 4,821 | -0.31 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 12,337 | 0.37 | 2,960 | -7.10 | ||||
| 2025-08-19 | 13F | Marex 集团 | 23,818 | 5,889 | ||||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,692 | -0.75 | 3,385 | -1.05 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 8,844 | -3.16 | 2,187 | -3.49 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 2,342 | 1.12 | 579 | 0.87 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 1,570 | 6.22 | 388 | 6.01 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 23,500 | 5,810 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 747 | 0.00 | 185 | -0.54 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 27,147 | -81.07 | 6,712 | -81.13 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 147,067 | 0.41 | 36,362 | 0.10 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 2,500 | -56.90 | 618 | -57.02 | |||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 59,200 | -68.87 | 14,637 | -68.97 | |||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 9,938 | 195.86 | 2,457 | 194.25 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 4,852 | 1.36 | 1,200 | 1.01 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,638 | -0.18 | 405 | -0.49 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 18 | 4 | ||||||
| 2025-07-21 | 13F | Credential证券公司 | 6,187 | -23.45 | 857 | -32.31 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 880 | -11.82 | 217 | -12.15 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 1,704 | 112.73 | 423 | 107.88 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 34,979 | 0.00 | 9 | 0.00 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 227,732 | -0.96 | 56,307 | -1.27 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 14 | 0.00 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 3,471 | -2.20 | 858 | -2.50 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 1,295 | -88.86 | 320 | -88.90 | ||||
| 2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 31,336 | -1.48 | 7,748 | -1.79 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 2,318 | 182.00 | 573 | 182.27 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,854 | 0.76 | 458 | 0.44 | ||||
| 2025-06-24 | NP | SWDSX - 嘉信股息股票基金 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 | 18,500 | 0.00 | 4,438 | -7.43 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,479 | 0.00 | 366 | -0.27 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 309 | 34.35 | 74 | 25.42 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,451 | -14.60 | 359 | -14.96 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 3,073 | -3.30 | 760 | -3.68 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 989 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 1,400 | -6.67 | 346 | -6.99 | |||
| 2025-08-14 | 13F | 都铎投资公司等 | 5,940 | -90.83 | 1,469 | -90.86 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 8,500 | 750.00 | 2,102 | 747.18 | |||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,359 | 4.54 | 333 | -2.92 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,640 | 29.77 | 900 | 29.35 | ||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 1,073 | 0.00 | 265 | -0.38 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 13,747 | 5.47 | 3,399 | 5.17 | ||||
| 2025-08-14 | 13F | 道富银行 | 12,476,310 | 0.88 | 3,103,167 | 0.58 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,089 | 8.90 | 271 | 8.43 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,350 | 14.12 | 334 | 13.65 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 1,775 | -0.45 | 439 | -0.90 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 150 | 0.00 | 38 | 2.70 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 7,228 | 4.50 | 1,787 | 4.20 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 19 | 0.00 | 5 | 0.00 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 52,586 | 0.09 | 13,002 | -0.22 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 40,756 | 8.17 | 10,077 | 7.83 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 1,649 | 5.03 | 408 | 3.56 | ||||
| 2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 93,966 | 0.00 | 23,233 | -0.30 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 186 | 1.09 | 46 | 0.00 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 2,295 | -1.71 | 593 | 2.60 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 997 | 0.00 | 247 | -0.40 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 249 | 0.00 | 61 | -6.15 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 6,079 | 3.42 | 1,503 | 3.16 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 171,780 | 0.03 | 42,473 | -0.27 | ||||
| 2025-05-15 | 13F | Point72 资产管理有限合伙人 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 6,969 | -1.76 | 1,723 | -4.17 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 662,449 | -1.42 | 163,791 | -1.72 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 米德资产管理公司 | 39 | -60.20 | 10 | -62.50 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 428 | -31.85 | 106 | -32.26 | ||||
| 2025-07-16 | 13F | 剑桥顾问公司 | 4,153 | 0.00 | 1,027 | -0.29 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 6,919 | -15.43 | 1,711 | -15.68 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 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 | 16,496 | 1.85 | 4,079 | 1.54 | ||||
| 2025-04-29 | 13F | 资本投资咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 6,783 | 4.13 | 1,627 | -3.61 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,015 | 5.95 | 252 | 5.44 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,160 | 13.17 | 304 | 25.21 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 60 | -28.57 | 15 | -30.00 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 317 | 6,240.00 | 78 | 7,700.00 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 3,564 | 0.03 | 881 | -0.23 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 22,190 | -1.88 | 5,486 | -2.18 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 313 | 0.00 | 77 | 0.00 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 55,100 | 0.05 | 13,623 | -0.26 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 10,638 | 5.57 | 2,630 | 5.24 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 3,065 | 0.00 | 758 | -0.39 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 153,805 | -2.78 | 38,028 | -3.08 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 48,250 | -0.42 | 11,930 | -0.72 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 20,129 | 0.33 | 4,977 | 0.02 | ||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 302 | -11.44 | 75 | -11.90 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 5,732 | 30.96 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 21 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 18,900 | -23.48 | 4,673 | -23.71 | |||
| 2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 934 | -8.97 | 231 | -9.45 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 8,799 | -1.84 | 2,189 | -2.15 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 135,315 | -3.93 | 33,457 | -4.23 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,230 | -99.25 | 304 | -99.25 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 179 | -11.39 | 44 | -12.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 32,800 | -69.00 | 8,110 | -69.10 | |||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 41,133 | 125.97 | 10,170 | 125.30 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 1,600 | 396 | ||||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 186,272 | -0.24 | 46,056 | 100,019.57 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 3,741 | 0.00 | 925 | -0.32 | ||||
| 2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 1,230 | -2.61 | 304 | -2.88 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 10,411 | -11.63 | 2,574 | -11.88 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 4,200 | -27.59 | 1,038 | -27.82 | |||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 10,241 | 0.00 | 2,532 | -0.28 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 219 | 0.00 | 54 | 0.00 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 9,204 | -0.38 | 2,276 | -0.70 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 20,032 | -35.30 | 4,953 | -35.50 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 118 | 31 | ||||||
| 2025-08-14 | 13F | 夏威夷银行 | 10,266 | 0.00 | 2,538 | -0.31 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 753 | 91.60 | 186 | 91.75 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 4,485 | -1.39 | 1,109 | -1.69 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 6,616 | -0.17 | 1,646 | -0.48 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 26 | -50.00 | 6 | -50.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 203,763 | 3.71 | 50,381 | 3.39 | ||||
| 2025-05-09 | 13F | 进化顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 4,128 | 5.28 | 1,020 | 10.03 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 34,323 | -4.88 | 8,486 | -5.16 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,284 | 24.06 | 565 | 23.68 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 16,257 | 255.89 | 4,020 | 255.04 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 7,315 | -0.42 | 1,809 | -0.71 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,553 | 26.80 | 1,620 | 26.46 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 42,885 | 22.94 | 10,603 | 22.56 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 39,814 | 13.38 | 9,844 | 13.05 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 122,200 | -62.10 | 30,214 | -62.21 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 69,500 | -30.29 | 17,184 | -30.51 | |||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 7,902 | -0.98 | 1,954 | -1.31 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,040 | 15.94 | 257 | 15.77 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 21,683 | -12.90 | 5,361 | -13.15 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,675 | -2.73 | 414 | -3.04 | ||||
| 2025-07-03 | 13F | 贤者资本顾问有限公司 | 21,503 | 1.53 | 5,317 | 1.22 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,022 | -20.03 | 253 | -20.50 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 888 | -9.76 | 218 | -16.22 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 1,010 | 1.20 | 251 | 0.80 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 33,620 | -3.62 | 8,359 | -3.91 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,815 | 11.42 | 435 | 3.08 | ||||
| 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 | 902 | 0.00 | 223 | 0.00 | ||||
| 2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 4,233 | -73.17 | 1,047 | -73.27 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,553,242 | -6.00 | 1,125,790 | -6.29 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 2,896 | 0.00 | 716 | -0.56 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 5,764 | 21.14 | 1,425 | 20.76 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 174,574 | -1.44 | 43,163 | -1.74 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 870 | 71.94 | 215 | 72.00 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 9,611 | -1.41 | 2 | 0.00 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 480 | -4.19 | 119 | -4.84 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -14,039 | -18.63 | -3,368 | -24.67 | |||
| 2025-08-05 | 13F | TSFG有限公司 | 1,039 | -20.75 | 0 | |||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 128,847 | 0.27 | 31,857 | -0.03 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 707,933 | 0.10 | 175 | 0.00 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 1,754 | 0.00 | 434 | -0.46 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 18,829 | -22.78 | 4,655 | -23.02 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 40,737 | -4.68 | 9,773 | -11.76 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 7,634 | 1.13 | 1,888 | 0.80 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 1,110 | -0.09 | 275 | -0.36 | ||||
| 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 | 2,719 | 0.00 | 672 | -0.30 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 43 | -69.93 | 11 | -71.43 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 327,500 | 0.00 | 80,974 | -0.31 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 1,022 | 0.00 | 253 | -0.40 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 858 | 0.47 | 213 | -1.85 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 181,332 | -2.88 | 44,834 | -3.17 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 8,696 | 2.51 | 2,150 | 2.14 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 267 | -42.08 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 5,500 | -29.49 | 1,360 | -29.73 | |||
| 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 | 35,937 | -1.40 | 8,885 | 2.99 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 296 | 0.00 | 73 | 0.00 | ||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,339 | 2,001 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 139,470 | 1.30 | 34,484 | 0.98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 145,436 | 41.96 | 35,954 | 42.49 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 3,189 | -10.32 | 788 | -10.56 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 22 | 4.76 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 15,199 | -9.27 | 4 | -25.00 | ||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 950 | 0.00 | 235 | -0.43 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 30,018 | -1.50 | 7,422 | -1.80 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 1,604 | 0.00 | 397 | -0.25 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 2,187 | -30.73 | 541 | -30.95 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 103,265 | -2.96 | 25,532 | -3.26 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 13,341 | 3,299 | ||||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 1,115 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 50,600 | 104.86 | 12,511 | 104.24 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 4,953 | -2.48 | 1,225 | -2.78 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 1,766 | 0.00 | 437 | -0.23 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 1 | 0.00 | 0 | |||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 267 | -4.64 | 66 | -4.35 | ||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 1,313 | 322 | ||||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,800 | 33.68 | 6,379 | 33.28 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 2,447 | 0.00 | 605 | -0.17 | ||||
| 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 | 3,326 | 0.64 | 815 | -6.54 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 988 | 4.22 | 244 | 3.83 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 2,079 | -7.48 | 514 | -7.72 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 34,234 | 8,464 | ||||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 7,929 | -5.11 | 1,960 | -5.41 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 869 | 1,197.01 | 208 | 1,123.53 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 15,885 | -5.44 | 3,928 | -5.74 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 527,242 | 5.63 | 130,361 | 5.30 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 149,975 | -15.03 | 37,081 | -15.29 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 104 | -72.63 | 2,571 | -72.72 | |||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 650 | 0.00 | 161 | -0.62 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 700 | 40.00 | 0 | |||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 1,058 | -17.67 | 262 | -17.92 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 936 | -0.53 | 231 | -0.86 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 7,072 | -33.33 | 1,749 | -33.54 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 1,238 | 0.00 | 306 | -0.33 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 32,508 | -0.49 | 8,038 | -0.80 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 28,334 | -1.89 | 7,006 | -2.19 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 4,824 | 0.00 | 1,193 | -0.33 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 1,831 | -6.96 | 453 | -7.38 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 8,100 | 0.00 | 2,003 | -0.30 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 14,634 | 3,618 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 549,636 | -14.28 | 135,898 | -14.54 | ||||
| 2025-08-14 | 13F | 安盛公司 | 245,110 | -8.83 | 60,603 | -9.11 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 17,605 | -3.43 | 4,366 | -3.43 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 77,043 | 7.24 | 19,069 | 6.92 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 4,100 | 0.00 | 1,014 | -0.30 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 3,444,645 | 8.28 | 851,688 | 7.95 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 800 | 0.00 | 198 | -0.51 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 14,665 | -41.41 | 3,626 | -41.60 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 474 | 0.00 | 117 | 0.00 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,191 | 7.82 | 542 | 7.55 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 133,563 | 0.32 | 32,734 | -6.87 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 2,715 | 0.00 | 671 | -0.30 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 690,539 | 15.06 | 165,667 | 6.51 | ||||
| 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 | 16,652 | -8.43 | 3,995 | -15.24 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,812 | 7.45 | 8,042 | -0.24 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 128 | 0.00 | 32 | 0.00 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 835 | 6.91 | 200 | -0.99 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 4,264 | -1.73 | 1,054 | -2.04 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 4,143 | 6.18 | 994 | -1.78 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 27,692 | -0.59 | 6,847 | -0.90 | ||||
| 2025-08-14 | 13F | 采石场LP | 154 | 38 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 8,787 | -13.31 | 2,173 | -13.57 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 488 | 0.41 | 121 | 0.00 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 2,881 | -2.70 | 712 | 0.28 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 22,698 | 21.46 | 5,563 | 12.77 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 7,901 | 0.00 | 1,936 | -7.15 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 835 | 0.00 | 206 | -0.48 | ||||
| 2025-08-14 | 13F | 南岸银行 | 846 | 0.48 | 209 | 0.48 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,300 | 0.54 | 322 | 0.31 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 160 | 40 | ||||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,482 | -33.96 | 2,097 | -34.16 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 14,500 | -45.90 | 3,585 | -46.06 | |||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 851 | 0.35 | 209 | -6.73 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 6,298 | 433.28 | 1,557 | 433.22 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 3,195 | -0.03 | 790 | -0.38 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 2,182 | -15.49 | 540 | -15.78 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 1,369 | -10.11 | 328 | -16.75 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 21,052 | -0.99 | 5,205 | -1.29 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,053 | 0.67 | 260 | 0.39 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 2,997 | -48.77 | 741 | -48.97 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 42,708 | 2.33 | 10,623 | 2.02 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 868 | -46.68 | 0 | |||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 5,121 | 2.89 | 1,266 | 2.59 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 11,263 | 0.00 | 2,702 | -7.40 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 72,923 | -1.80 | 17,495 | -9.10 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 786 | -72.43 | 194 | -74.03 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 58,469 | 0.15 | 14,456 | -0.15 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,611 | 3.73 | 395 | -3.67 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 4,602 | -1.20 | 1,138 | -1.56 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 7,365 | 136.51 | 1,821 | 135.88 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 2,477 | -3.51 | 612 | -3.77 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,911 | -10.62 | 473 | -10.94 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,068 | -3.55 | 797 | 7.86 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 874 | -0.68 | 216 | -0.92 | ||||
| 2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 13,879 | -2.27 | 3,432 | -2.56 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,115 | 11.44 | 1,265 | 13.77 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 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 | 21,030 | -1.64 | 5,045 | -8.94 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 34 | 0.00 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 3,811 | 6.27 | 942 | 5.96 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 84,073 | -0.28 | 20,787 | -0.58 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 146 | 0.69 | 36 | 0.00 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 3,493 | 182.83 | 864 | 182.03 | ||||
| 2025-07-23 | 13F | 第一招商局 | 1,668 | -19.58 | 412 | -19.84 | ||||
| 2025-08-13 | 13F | 德布洛集团公司 | 1,164 | 0.09 | 288 | -0.35 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,082 | 7.59 | 1,000 | -0.10 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 3,612 | 1.38 | 893 | 1.13 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 3,209 | -5.12 | 793 | -5.37 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 1,578 | -15.48 | 390 | -15.77 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 300 | 0.00 | 74 | 0.00 | |||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,833 | -2.04 | 1 | |||||
| 2025-08-14 | 13F | 瑞银集团 | 1,365,168 | -11.58 | 337,538 | -11.85 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 13,715 | 0.00 | 3,391 | -0.29 | ||||
| 2025-06-25 | NP | IDIVX - 诚信红利丰收基金，A类 | 17,000 | 0.00 | 4,078 | -7.42 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 4,247 | 11.50 | 1,057 | 11.86 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 2,794 | 3.02 | 691 | 2.68 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 924 | -51.06 | 228 | -51.28 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 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 | 80,571 | 9.17 | 19,330 | 1.06 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 3,914 | 968 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 3,801 | -0.39 | 940 | -0.74 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 135 | -16.15 | 33 | -15.38 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 26,184 | -39.87 | 6,474 | -40.06 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 72,504 | 4.18 | 17,927 | 3.86 | ||||
| 2025-05-09 | 13F | 大西洋私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 55,831 | -1.06 | 13,804 | -1.36 | ||||
| 2025-08-01 | 13F | Vienna Powszechne Towarzystwo Emerytalne SA 维也纳保险集团 | 3,494 | -17.56 | 864 | -17.89 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,395,203 | 15.57 | 592,214 | 15.22 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 55,172 | 0.02 | 13,236 | -7.41 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 825 | 0.00 | 204 | -0.49 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 366,740 | -1.16 | 91 | -2.17 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 143,265 | -6.63 | 35 | -7.89 | ||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 3,015 | 0.00 | 765 | 4.51 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 234 | 105.26 | 56 | 93.10 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 1,568 | -6.61 | 388 | -6.97 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 168,490 | 0.15 | 41,659 | -0.16 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 13,555 | -3.12 | 3,362 | -3.42 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 21,651 | 5.06 | 5,353 | 4.73 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 2,080 | -13.59 | 514 | -13.76 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 874 | 2.10 | 216 | 1.89 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 2,624 | 28.75 | 649 | 28.32 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 19,339 | 5.78 | 4,740 | -1.80 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 177 | -1.67 | 44 | -4.44 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 308,328 | 0.07 | 76,234 | -0.24 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 4,148 | 4.64 | 1,025 | 4.27 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 27,638 | -5.66 | 6,833 | -5.95 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 2,731 | 0.00 | 671 | -0.45 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 36 | 111.76 | 9 | 100.00 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,085 | 0.00 | 33,153 | -0.31 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 1,525 | 0.00 | 377 | -0.26 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 602,648 | -7.54 | 149,005 | -7.82 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 29 | 0.00 | 7 | 0.00 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 330 | 0.00 | 82 | 0.00 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,314 | 9.14 | 325 | 8.72 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,966 | 486 | ||||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 6,100 | 0.00 | 1,508 | -0.26 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 22,980 | -3.78 | 6 | 0.00 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 557 | 109.40 | 137 | 94.29 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,284 | -17.96 | 317 | -18.30 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 14,938 | 1.23 | 3,661 | -6.01 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 8,524 | -0.70 | 2,108 | -0.99 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 1,060 | 10,500.00 | 262 | 13,000.00 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,089 | 271 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 3,327 | 4.10 | 823 | 3.79 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 296,678 | -2.93 | 73,354 | -3.23 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 515,042 | -15.36 | 126,690 | -14.73 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 2,689 | -1.25 | 665 | -1.63 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 17,517 | 1.73 | 4,331 | 1.43 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 11,265 | -2.13 | 2,785 | -2.42 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 4,934 | -19.56 | 1,209 | -25.32 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 13,426 | -61.60 | 3,320 | -61.72 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 3,444 | 0.00 | 852 | -0.35 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,780 | -3.24 | 2,665 | -2.38 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 666 | 160 | ||||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 9,856 | -0.46 | 2,416 | -7.58 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 1,073 | 1.61 | 265 | 1.53 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 2,230 | -2.71 | 551 | -2.99 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 3,719 | -0.96 | 920 | |||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 105 | 0.00 | 26 | -3.85 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 67 | 16 | ||||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 8,700 | 0.00 | 2,151 | -0.28 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 17 | 4 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 94 | -29.32 | 23 | -28.12 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,300 | -8.77 | 321 | -9.07 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 1,610 | -5.63 | 398 | -5.91 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 602 | 67.69 | 149 | 66.29 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 923 | 27.66 | 228 | 27.37 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 15,467 | -2.57 | 3,824 | -2.87 | ||||
| 2025-05-14 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 1,115 | 19.64 | 284 | 20.85 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,390 | 192.45 | 1,533 | 170.85 | ||||
| 2025-03-27 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,481 | 1.14 | 613 | 0.82 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,059 | -0.18 | 19,207 | -7.60 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 978 | 242 | ||||||
| 2025-06-05 | NP | GEQIX - 股票收益投资组合 | 898 | -8.92 | 215 | -15.69 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 971 | 4.30 | 241 | 1.69 | ||||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 289,090 | 0.00 | 71,478 | -0.31 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 22 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 5,856 | 7.45 | 1,504 | 11.25 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 2,202 | -2.57 | 544 | -2.86 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 11 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,049 | 0.00 | 992 | -7.12 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 2,781 | 0.36 | 687 | 0.00 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 1,631 | -3.95 | 403 | -4.28 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 36,505 | -0.28 | 8,947 | -7.42 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 5,367 | -19.93 | 1,327 | -20.22 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 1,065 | -2.29 | 263 | -2.59 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 68,821 | 1.72 | 16,867 | -5.56 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 83,773 | -0.83 | 20,713 | -1.13 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 457 | -10.74 | 113 | -11.11 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,013 | -2.21 | 6,375 | -9.21 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 215 | 53 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 109,913 | 161.31 | 27,176 | 160.52 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 100 | 0.00 | 25 | 0.00 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 121,988 | 0.87 | 29,266 | -6.62 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 31,000 | -9.09 | 7,665 | -9.38 | |||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -968 | -53.86 | -239 | -54.04 | |||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 57,247 | -11.29 | 14,154 | -11.56 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 1,942 | -0.61 | 513 | -5.54 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 1,336 | 4.13 | 330 | 3.77 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 1,916 | 23.14 | 495 | 28.57 | ||||
| 2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 1,600 | 396 | ||||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 2,891 | 717 | ||||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 85 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 110 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 奥兹克银行 | 2,157 | -2.27 | 533 | -2.56 | ||||
| 2025-05-14 | 13F | 鲍文汉斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 18,300 | -31.46 | 4,525 | -31.67 | |||
| 2025-08-14 | 13F | 塞伊投资公司 | 106,784 | 12.93 | 26,401 | 12.57 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 1,725 | 0.00 | 427 | -0.23 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 2,190 | 0.00 | 541 | -0.37 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 8,965 | 1.90 | 2,217 | 1.60 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 2,590 | 0.00 | 640 | -0.31 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 265,566 | 65,661 | ||||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 16,202 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 421,557 | -5.24 | 104,230 | -5.53 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 1,165 | 0.00 | 288 | -0.35 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,788 | 442 | ||||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 93,465 | -3.90 | 23,109 | -4.20 | ||||
| 2025-08-06 | 13F | 加里森点顾问有限公司 | 4,531 | -4.13 | 1,120 | -4.44 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 18,108 | 2.31 | 4,635 | 5.60 | ||||
| 2025-08-13 | 13F | 第1832章 | 240,375 | 13.60 | 59,433 | 13.25 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 26,723,774 | 1.27 | 6,607,453 | 0.96 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 33,200 | -1.90 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 12,726 | 3 | ||||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 837 | 0.00 | 207 | -0.48 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 253 | -30.68 | 61 | -36.17 | ||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 940 | 0.00 | 232 | -0.43 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 110,064 | 11.97 | 27,213 | 11.63 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 5,565 | 3.98 | 1,376 | 3.62 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 5,865 | 23.79 | 1,450 | 22.99 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 32,675 | 248.20 | 8,079 | 247.14 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 8,461 | 0.50 | 2,092 | 0.19 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 149 | 0.00 | 37 | 0.00 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 3,109 | -7.11 | 769 | -7.47 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 1,673 | 401 | ||||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 1,300 | 0.00 | 321 | -0.31 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,535 | 86.74 | 368 | 72.77 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 5,223 | -1.47 | 1,291 | -1.75 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 9,344 | -1.84 | 2,310 | -2.12 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 34,914 | -4.90 | 8,632 | -5.18 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,734 | 1.88 | 429 | 1.42 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 9,596 | 25.67 | 2 | 100.00 | ||||
| 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 | 49,063 | 2.06 | 12,131 | 1.74 | ||||
| 2025-07-07 | 13F | 信托公司 | 261 | 0.00 | 65 | 0.00 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 100 | 0.00 | 26 | 4.17 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 890 | -41.06 | 220 | -41.18 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 41,388 | 0.00 | 10,233 | -0.30 | ||||
| 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 | 39,920 | 15.54 | 9,784 | 7.26 | ||||
| 2025-08-11 | 13F | LCNB公司 | 2,870 | -2.41 | 710 | -2.74 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 5,941 | -7.40 | 1,469 | -7.73 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 3,850 | 0.00 | 952 | -0.31 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 1,787 | 442 | ||||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 1,397 | -19.85 | 345 | -20.14 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 2,436 | 2.01 | 602 | 1.69 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 1,249 | 0.00 | 309 | -0.32 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 20,980 | 0.00 | 5,187 | -0.31 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 671 | -21.52 | 161 | -27.60 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 992 | -0.80 | 245 | -1.21 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 10,098 | 150.01 | 2,497 | 149.35 | ||||
| 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 | 381 | 101.59 | 94 | 104.35 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 209,372 | 0.00 | 50,230 | -7.43 |
