机构投资人持股和股东
Moody's Corporation (IT:1MCO) 有 2218 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 179,464,672 股股票。 最大股东包括 Berkshire Hathaway Inc, BlackRock, Inc., Vanguard Group Inc, TCI Fund Management Ltd, State Street Corp, Fmr Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, and Bank of New York Mellon Corp .
Moody's Corporation (BIT:1MCO)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 444.10 / share. Previously, on April 28, 2025, the share price was 385.60 / share. This represents an increase of 15.17% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 2,481 | -0.36 | 1,244 | 7.33 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 428,196 | -1.74 | 214,779 | 5.84 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 725 | -40.91 | 364 | -37.63 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 431,288 | -8.47 | 216,330 | -1.42 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 904 | 50.17 | 453 | 61.79 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 147,125 | 1.29 | 73,796 | 9.10 | ||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 1,572 | -10.99 | 732 | -12.34 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 848 | -1.97 | 425 | 5.72 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 1,020 | 0.00 | 512 | 7.58 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 343 | -27.18 | 172 | -21.46 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 28,364 | 0.16 | 14,227 | 7.88 | ||||
| 2025-07-24 | NP | FIDSX - 金融服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,100 | -7.99 | 14,907 | -12.49 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 620 | 0.00 | 311 | 7.64 | ||||
| 2025-08-13 | 13F | 赫特纳资本管理公司 | 945 | 0.00 | 474 | 7.73 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 526 | -68.48 | 264 | -66.15 | ||||
| 2025-07-15 | 13F | 爱国者投资管理公司 | 1,689 | 0.00 | 847 | 7.76 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 10,000 | 0.00 | 5,016 | 7.71 | ||||
| 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 | 39,531 | -2.42 | 18,948 | -7.19 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 3,840 | 1,926 | ||||||
| 2025-07-31 | 13F | 国民西敏寺集团有限公司 | 16,548 | -25.24 | 8,300 | -19.48 | ||||
| 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 | Short | -675 | -0.00 | -324 | -5.00 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 700 | -74.07 | 351 | -72.08 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 3,228 | -37.78 | 1,619 | -32.99 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 30,626 | 5.57 | 15,362 | 13.71 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 4,400 | 109.52 | 2,207 | 125.79 | |||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 870 | 10.13 | 417 | 4.77 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 300,870 | 5.94 | 150,913 | 14.10 | ||||
| 2025-08-22 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,454 | -1.97 | 4,742 | 5.59 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 396 | 206 | ||||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 19,592 | -4.13 | 9,391 | -8.82 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 34 | 47.83 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 9,203 | 4.63 | 4,170 | -5.08 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 3,895 | 0.00 | 1,954 | 7.72 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,624 | -0.97 | 3,323 | 6.65 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 13,937 | -1.64 | 6,680 | -6.44 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 6,870 | -30.49 | 3,199 | -17.12 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 984 | 94.08 | 494 | 108.90 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 3,918 | -1.71 | 1,965 | 5.87 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 4,936 | 0.24 | 2,476 | 7.94 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -61 | -55.80 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 429,377 | -21.07 | 215,369 | -14.99 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 14,846 | 3.78 | 7,447 | 11.79 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 3,721 | -40.10 | 1,866 | -35.48 | ||||
| 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 | 50,463 | -0.50 | 22,866 | -9.73 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 201 | -22.39 | 101 | -16.67 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 964 | 5.01 | 484 | 13.11 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 13,370 | -6.59 | 6,706 | 0.62 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 41,136 | -2.31 | 20,633 | 5.22 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 915 | 11.45 | 459 | 19.90 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 60,588 | 2.34 | 30,383 | 10.21 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 355 | -92.98 | 178 | -92.44 | ||||
| 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 | 176 | -7.85 | 80 | -16.84 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 965 | 32.92 | 484 | 43.62 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 3,471 | 1,741 | ||||||
| 2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 1,014 | -11.36 | 459 | -19.61 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 343,120 | 0.21 | 155,475 | -9.09 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 49,915 | -7.38 | 25,037 | -0.24 | ||||
| 2025-08-12 | 13F | 光通信株式会社 | 31,689 | 0.00 | 15,895 | 7.70 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 23,306 | -6.15 | 11,690 | 1.09 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 100 | 50 | |||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 600 | 0.00 | 301 | 7.53 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 1,840 | 0.00 | 923 | 7.71 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 867,215 | -15.18 | 434,988 | -8.64 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 1 | -66.67 | 1 | -100.00 | ||||
| 2025-06-27 | NP | PWB - Invesco 动态大盘成长 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 | 29,027 | 0.11 | 13,153 | -9.18 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,791 | 25.57 | 1,902 | 35.30 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,664 | 3.42 | 1,838 | 11.40 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 156 | 9.09 | 71 | -1.41 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 4 | 0.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 1,924 | 2.72 | 965 | 10.67 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 1,024 | 11.06 | 514 | 19.58 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 1,609 | 0.00 | 807 | 7.74 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 16 | 0.00 | 8 | 14.29 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 5,125 | 0.00 | 2,571 | 7.71 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 3,498 | 70.55 | 1,755 | 83.66 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 13,640 | 0.00 | 6,842 | 7.70 | ||||
| 2025-08-14 | 13F | 温达克合伙有限公司 | 983,595 | -2.67 | 493,361 | 4.83 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 196 | -4.39 | 98 | 3.16 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 957 | 2.57 | 480 | 10.60 | ||||
| 2025-04-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 740 | 105.56 | 373 | 107.82 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 457 | -6.35 | 229 | 0.88 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 7,809 | 5.36 | 3,743 | 0.21 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 25 | 0.00 | 13 | 9.09 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 93 | -98.12 | 47 | -98.00 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 866 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 412 | 207 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 25,454 | -2.37 | 12,767 | 5.16 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 2,167 | -1.81 | 1,087 | 5.84 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 682 | 40.04 | 0 | |||||
| 2025-05-22 | NP | GARIX - Gotham 绝对回报基金机构级 | 71 | -14.46 | 33 | -15.38 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 328 | 49.09 | 157 | 42.73 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 1,145 | -14.93 | 575 | -8.31 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1 | 0.00 | 1 | |||||
| 2025-06-24 | NP | FCUPX - MainStay PineStone 美国 P 类股票基金 | 82,267 | -0.48 | 37,277 | -9.71 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 13,299 | -3.60 | 6,671 | 3.83 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 8 | 0.00 | 4 | 33.33 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 444 | 2.78 | 223 | 10.45 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 1,798 | -0.94 | 902 | 6.63 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 富达机构 AM 国际成长投资组合 1 级 | 7,259 | 15.06 | 3,289 | 4.41 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 2,240 | 9.00 | 1,124 | 17.47 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 480 | 0.63 | 241 | 8.11 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 3,108 | -0.32 | 1,559 | 7.30 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 15 | 0.00 | 7 | -14.29 | ||||
| 2025-06-30 | NP | ASMMX - 景顺峰会基金A级 | 37,170 | 0.00 | 16,842 | -9.28 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 64,583 | 41.66 | 32,394 | 52.59 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102,765 | -2.24 | 51,546 | 5.29 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 44,635 | -3.80 | 20,225 | -12.72 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,366 | -18.06 | 685 | -11.73 | ||||
| 2025-08-11 | 13F | GFI 投资顾问有限公司 | 161,060 | 0.16 | 80,786 | 7.88 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 17,162 | -4.64 | 8,608 | 2.72 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 446,889 | -2.82 | 224,155 | 4.67 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 14,175 | -0.18 | 6,423 | -9.45 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 104 | 52 | ||||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 2 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 5,477 | -8.82 | 2,747 | -1.79 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 9,899 | -61.14 | 4,965 | -58.15 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 1,258 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 713 | 19.03 | 358 | 28.42 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 64,200 | 20.45 | 32,202 | 29.74 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 4,321 | 1.48 | 2,167 | 9.33 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 2,458 | -45.39 | 1,233 | -42.32 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,571 | -1.49 | 4,299 | 6.12 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,727 | -1.13 | 2,142 | -10.31 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -3,015 | -28.11 | -1,445 | -31.61 | |||
| 2025-04-16 | 13F | 斯坦利拉曼集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 4,789 | -24.19 | 2,402 | -18.33 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 956 | 480 | ||||||
| 2025-08-12 | 13F | 遗产信托公司 | 775 | 0.00 | 389 | 7.78 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 878 | -70.54 | 440 | -68.28 | ||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 3,468 | 1.17 | 1,739 | 8.96 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 2,542 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 12,611 | -82.25 | 6 | -81.82 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 1,268 | 10.94 | 636 | 19.55 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 88 | 0.00 | 44 | 7.32 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 3,679 | 0.00 | 1,845 | 7.71 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,333 | 123.47 | 1,204 | 158.37 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 16 | 0.00 | 8 | 14.29 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 11,894 | 0.00 | 5,965 | 16.67 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 823 | 16.08 | 394 | 10.36 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 3,303 | 0.73 | 1,657 | 18.88 | ||||
| 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 | 5,395 | 198.89 | 2,586 | 184.38 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 5 | 66.67 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 1,504 | 0.00 | 754 | 7.71 | ||||
| 2025-08-26 | NP | SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 | 15,183 | 7,616 | ||||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 11,051 | -9.98 | 5,543 | -3.03 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 702 | 0.00 | 352 | 7.98 | ||||
| 2025-08-12 | 13F | 坚决财富策略有限责任公司 | 600 | 0.00 | 301 | 7.53 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,981 | 7.05 | 3,000 | 15.34 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 5,766 | 2,892 | ||||||
| 2025-07-29 | NP | YCGEX - YCG增强基金R级股票 | 74,848 | 0.00 | 35,876 | -4.88 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 162,483 | -0.12 | 81,500 | 7.58 | ||||
| 2025-08-05 | 13F | Citadel 投资咨询公司 | 7,702 | -3.54 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 287,670 | 1.76 | 144,292 | 9.61 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 2,307 | -1.95 | 1,157 | 5.66 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 2,973 | 3.81 | 1,491 | 11.85 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,105 | -0.27 | 2,059 | 7.41 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 80 | 63.27 | 40 | 81.82 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 479 | 240 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 10 | 5 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 61 | 190.48 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 1,162 | 0.00 | 583 | 7.58 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 2,445 | -5.63 | 1,172 | -10.27 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 604,010 | 19.59 | 298,502 | 28.83 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 8,545 | 3.60 | 4,286 | 9.78 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 462 | -0.22 | 232 | 7.44 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,500 | 0.00 | 15,800 | 7.71 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 21 | 11 | ||||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 1,166 | -0.26 | 585 | 7.95 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 15,120 | -3.91 | 7,584 | 2.82 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 715 | 0.00 | 359 | 7.83 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 12,971 | -5.58 | 6,506 | 1.70 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 2,576 | 0.00 | 1,167 | -9.25 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,005 | 0.40 | 508 | 8.32 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 1,257 | -9.70 | 630 | -2.78 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 924 | 0.00 | 463 | 7.67 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 25,594 | -8.68 | 12,838 | -1.65 | ||||
| 2025-05-05 | 13F | Transce3nd有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 742 | -7.37 | 372 | -0.27 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 12,425 | 61.99 | 6,232 | 74.52 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 635 | -12.65 | 319 | -5.92 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 3,017 | -0.56 | 2 | 0.00 | ||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 122,019 | -2.09 | 61,204 | 5.46 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 25,727 | -33.50 | 12,905 | -28.37 | ||||
| 2025-07-30 | 13F | 特里卡迪亚资本管理有限公司 | 2,000 | 1,003 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 3,861 | 18.15 | 1,937 | 25.23 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 1,336 | -5.38 | 670 | 1.98 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 1,298 | 23.15 | 651 | 32.59 | ||||
| 2025-05-15 | 13F | 索拉投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | GVALX - Gotham 大价值基金机构类别 | 63 | -90.13 | 29 | -81.29 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 10,902 | 0.00 | 5,468 | 7.72 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 14 | 75.00 | 7 | 133.33 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 23,691 | 2.56 | 11,883 | 10.48 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 9,640 | 0.00 | 4,835 | 7.71 | ||||
| 2025-08-08 | 13F | 托巴姆 | 10 | 0.00 | 0 | |||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 587,907 | -0.13 | 294,888 | 7.57 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,192 | 107.68 | 1,601 | 123.78 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 304 | -99.27 | 152 | -99.22 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 438 | 226 | ||||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,600 | 17.88 | 16,131 | 6.95 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 2,993 | 17.33 | 1,501 | 24.36 | ||||
| 2025-05-15 | 13F | Square Wave Partners, LP | 24,154 | -2.36 | 11,248 | -3.95 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 642 | -3.31 | 322 | 4.21 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 403 | 202 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,124 | -28.27 | 1 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 61,237 | 4.76 | 30,716 | 12.84 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 2,092 | 0.00 | 1,049 | 7.70 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 9 | 0.00 | 5 | 0.00 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 517 | 1,336.11 | 248 | 1,272.22 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 758 | 0.00 | 380 | 7.95 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 76,771 | 2.03 | 38,507 | 9.90 | ||||
| 2025-08-14 | 13F | 哈伯特基金顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 23,196 | 1.10 | 11,635 | 8.89 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 6,053 | 3,723 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 2,882 | 1,446 | ||||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 9,942 | 0.54 | 4,995 | 8.49 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 33 | 17 | ||||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 750 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 纽波特信托公司 | 293,257 | -0.99 | 147,095 | 6.64 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 1,661 | 48.17 | 833 | 59.58 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 38,625 | 2,069.94 | 18,894 | 2,201.34 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 3,108 | 1,559 | ||||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 10,732 | -42.00 | 5,383 | -37.52 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,511 | 0.00 | 4,079 | -4.90 | ||||
| 2025-07-29 | NP | JHCPX - 资本增值基金类资产净值 | 12,761 | -54.45 | 6,117 | -56.68 | ||||
| 2025-07-28 | 13F | 风车山资产管理有限公司 | 9,491 | 0.00 | 4,761 | 7.72 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,001 | 0.00 | 2,007 | 7.68 | ||||
| 2025-05-09 | 13F | 莱文资本策略有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 11,188 | 4.03 | 5,363 | -1.05 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 563 | -2.09 | 282 | 5.62 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 155 | -34.04 | 78 | -29.36 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 578 | 0.17 | 290 | 7.84 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 36,842 | 8.57 | 18,483 | 16.95 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 1,793 | 15.31 | 899 | 24.17 | ||||
| 2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,400 | 3.03 | 9,244 | -6.52 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 2,753 | 0.88 | 1,381 | 9.26 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 7,051 | 0.90 | 3,537 | 8.70 | ||||
| 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 | 3,397 | -4.53 | 1,704 | 2.84 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 484,108 | 8.19 | 242,824 | 16.53 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 16,126 | -5.08 | 7,730 | -9.72 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 2,717 | -2.48 | 1,363 | 5.01 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 240 | -86.58 | 85 | 7.59 | ||||
| 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 | 56,054 | 0.00 | 25,399 | -9.27 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 71,855 | 3.45 | 36,042 | 11.42 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 4,669 | -9.99 | 2,116 | -18.34 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 23,127 | 11,600 | ||||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 3,898 | -29.72 | 1,766 | -36.22 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 11 | 57.14 | 6 | 66.67 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 27,290 | 12.25 | 13,688 | 20.91 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 613 | -3.01 | 307 | 4.42 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | MIGFX - 马萨诸塞州投资者成长股票基金 A | 322,893 | -3.54 | 154,769 | -8.25 | ||||
| 2025-08-14 | 13F | 勇敢的战士顾问有限责任公司 | 471 | 0.00 | 236 | 7.76 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 829 | -86.91 | 416 | -85.92 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 26 | 0.00 | 13 | 8.33 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 698 | -18.93 | 350 | -12.72 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 19,942 | 5,378.57 | 9,036 | 5,409.76 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 235,237 | 79.34 | 117,987 | 93.15 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 39,449 | 351.88 | 19,787 | 386.77 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 183 | 0.00 | 92 | 7.06 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 1,831 | 0.00 | 878 | -4.88 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 154,878 | 1.24 | 77,685 | 9.05 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 41,369 | 12.57 | 20,758 | 21.36 | ||||
| 2025-06-24 | NP | FCGPX - MainStay PineStone 全球股票基金 P 级 | 4,630 | 63.03 | 2,098 | 47.88 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 329 | 20.07 | 158 | 13.77 | ||||
| 2025-04-29 | 13F | 奇尔顿资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 25,672 | 0.00 | 12,877 | 7.70 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 24,853 | 4.12 | 12 | 9.09 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,925 | -4.74 | 3,591 | -13.58 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 2,613,028 | -3.87 | 1,310,669 | 3.54 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 6,082 | 0.25 | 3,051 | 7.96 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 4,908 | -1.74 | 2,462 | 5.80 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 14 | 0.00 | 7 | 16.67 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 34,320 | 0.27 | 16,450 | -4.62 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 8,717 | -18.11 | 4,372 | -11.80 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 12,653 | -3.06 | 6,065 | -7.80 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 2,330,147 | -2.25 | 1,168,780 | 5.28 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 505 | 0.00 | 229 | -9.52 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 78 | 4.00 | 39 | 14.71 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 237 | 0.85 | 119 | 8.26 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 5,916 | -3.68 | 2,967 | 3.74 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 6,046 | 731.64 | 3,033 | 797.04 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | MRFOX - 马什菲尔德集中机会基金 | 92,669 | 13.87 | 44,418 | 8.31 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 20,009 | 0.00 | 10,036 | 7.72 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 846 | 4.70 | 424 | 12.77 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 5,465 | -2.76 | 2,741 | 136,950.00 | ||||
| 2025-08-14 | 13F | 环资本管理有限责任公司 | 120,000 | 0.00 | 60,191 | 7.71 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -3,583 | -0.00 | -1,797 | 7.73 | |||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 3,288 | 1,649 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 3,888,788 | 1.82 | 1,943,418 | 9.55 | ||||
| 2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,009 | 0.10 | 506 | 7.89 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 143,750 | -6.92 | 72,104 | 0.26 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 25,596 | 0.00 | 11,598 | -9.27 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 3,429 | 1,720 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -8,723 | -3.76 | -4,375 | 3.65 | |||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 9,222 | -14.93 | 4,420 | -19.09 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 26,396 | 0.11 | 13,240 | 7.83 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 2,730 | 689.02 | 1,369 | 695.93 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 21,302 | 10,685 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 7,997 | -11.62 | 4,011 | -4.79 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,041 | 3.38 | 1 | |||||
| 2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | 82,201 | 41,231 | ||||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 16,300 | 8,176 | |||||
| 2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 360,295 | -35.96 | 163,257 | -41.90 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 87,531 | 0.53 | 43,905 | 8.28 | ||||
| 2025-08-07 | 13F | 第1620章 | 17 | 466.67 | 9 | 800.00 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 370 | 1.09 | 186 | 8.82 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 459 | 6.25 | 220 | 1.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 202 | -4.72 | 101 | 3.06 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 441 | -6.37 | 221 | 0.91 | ||||
| 2025-08-04 | 13F | 4J 财富管理有限责任公司 | 852 | 0.00 | 427 | 7.83 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 416 | 209 | ||||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 478 | -3.04 | 240 | 4.37 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,230 | -39.18 | 13,157 | -34.50 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,290 | -1.75 | 647 | 5.89 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 594 | -47.89 | 298 | -43.96 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 5,183 | 3.02 | 2,600 | 10.97 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 245 | 123 | ||||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 49,106 | 0.49 | 24,631 | 8.24 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 92,764 | -0.15 | 46,529 | 7.54 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 2,582 | -2.12 | 1,295 | 5.46 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 40 | 207.69 | 20 | 233.33 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 464 | 0.00 | 233 | 7.41 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,584 | -2.16 | 1,798 | 5.40 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 416,944 | -1.74 | 209,128 | 6.83 | ||||
| 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 | 38,236 | 0.82 | 17,325 | -8.53 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 182 | -29.73 | 91 | -24.17 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 12,007 | -18.94 | 6,023 | -12.70 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 440 | 226 | ||||||
| 2025-03-28 | NP | NEWFX - 新世界基金公司 A 类 | 118,550 | 0.00 | 59,209 | 10.00 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 729 | 366 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 922 | 0.11 | 462 | 7.94 | ||||
| 2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 405 | 203 | ||||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 2,214 | -1.56 | 1,003 | -10.69 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 3,375 | 0.00 | 1,693 | 7.70 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 21,066 | 10,097 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 960 | -1.34 | 482 | 6.18 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 737 | 1.38 | 370 | 9.17 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,239 | 0.00 | 16,421 | -9.28 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 15,759 | -0.15 | 7,905 | 7.55 | ||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -1,255 | -629 | |||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 684 | 14.96 | 343 | 24.28 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 410 | 1,181.25 | 186 | 1,133.33 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 6,022 | -3.14 | 3,021 | 4.32 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 24 | -4.00 | 11 | 0.00 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 164,014 | -0.54 | 82,268 | 7.13 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 162,104 | 2.08 | 81,310 | 9.95 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 3,825 | 5.17 | 1,919 | 13.29 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 23,586 | 8.99 | 11,831 | 17.40 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,390 | 2.14 | 1,233 | 16.23 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 519 | -17.09 | 260 | -10.65 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 536 | 6.77 | 269 | 15.02 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 960 | 4.69 | 482 | 12.65 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 27,800 | 175.25 | 13,944 | 196.49 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 6,004 | -5.06 | 3,049 | 3.08 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 2,781 | -1.45 | 1,395 | 6.09 | ||||
| 2025-03-31 | NP | FDCAX - 富达资本增值基金 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 2,634 | -2.01 | 1,194 | -11.10 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 91 | -14.15 | 45 | -6.25 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 3,346 | -73.28 | 1,612 | -72.11 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 2,696 | 202.24 | 1,346 | 232.35 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,274 | -8.91 | 45,782 | -1.89 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 142 | -35.45 | 0 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 847 | 0.24 | 425 | 7.89 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 3,853 | -23.51 | 1,933 | -17.61 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 10,755 | 12.15 | 4,873 | 1.75 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 360,772 | -18.26 | 180,960 | -11.95 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 272,896 | 25.74 | 136,882 | 35.43 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 818 | 0.00 | 410 | 7.89 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 10,274 | 2.62 | 5,153 | 9.80 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 16,498 | 0.00 | 8,275 | 7.72 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 34,142 | -0.87 | 17,125 | 6.77 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 72,486 | 4.71 | 36,358 | 12.78 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 3,883 | -25.48 | 1,948 | -19.74 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,736 | 0.00 | 1,372 | 7.69 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 1,981 | -3.41 | 994 | 12.46 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 5,739 | 11.37 | 2,600 | 1.05 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 3,553 | 9.12 | 1,782 | 17.55 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 700 | 351 | |||||
| 2025-05-07 | 13F | 综合投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 8,339 | -11.01 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 120 | 12.15 | 60 | 22.45 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 420,259 | -5.77 | 210,798 | 1.49 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 1,784 | 895 | ||||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 233 | 86.40 | 117 | 100.00 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 53,738 | 1.58 | 26,954 | 9.41 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 103 | -86.79 | 49 | -86.78 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,704 | -2.99 | 37,471 | 4.49 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 2 | 1 | ||||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 76 | 0.00 | 38 | 8.57 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,249 | 2.55 | 627 | 10.41 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 1,583 | 2.99 | 794 | 11.05 | ||||
| 2025-05-15 | 13F | OmniStar 金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 犹他州退休系统 | 25,896 | -1.07 | 12,989 | 6.55 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,753 | 188.80 | 879 | 211.70 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 12,960 | -32.80 | 6,501 | -27.62 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 980 | 1.14 | 491 | 8.87 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,058 | -4.34 | 531 | 2.91 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 2,125 | -12.70 | 1,061 | -4.50 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,367 | 12.23 | 686 | 20.81 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 213,890 | 0.00 | 107,285 | 7.71 | ||||
| 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 | 1,106 | -10.66 | 555 | -3.82 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 2,299 | 75.10 | 1,102 | 66.57 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 287 | -35.36 | 144 | -30.58 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 900 | 451 | |||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 4,166 | -3.70 | 2,090 | 3.72 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 4,160 | -90.19 | 2,087 | -89.43 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 433 | -0.23 | 217 | 7.43 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,232 | 17.81 | 27,202 | 26.90 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 5,547 | 2.74 | 2,782 | 10.66 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 202 | -1.94 | 97 | -6.80 | ||||
| 2025-06-26 | NP | FAPCX - 富达国际资本增值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 | 47,511 | 7.79 | 21,528 | -2.21 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 7,031 | 2.93 | 3,543 | 3.75 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 395 | 77.13 | 198 | 92.23 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 620 | 0.16 | 311 | 7.64 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 174 | 19.18 | 87 | 29.85 | ||||
| 2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 27,500 | 1.10 | 13,794 | 8.90 | ||||
| 2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 13,536 | 48.73 | 6,790 | 60.19 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 503 | -1.95 | 252 | 5.88 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,822 | 5.54 | 9,022 | 0.38 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 904 | 0.11 | 453 | 7.86 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 5,377 | 46.83 | 2,697 | 58.18 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 英国保诚集团 | 28,391 | -3.99 | 14,241 | 3.41 | ||||
| 2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 82 | -26.13 | 39 | -29.09 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78 | 6.85 | 35 | -2.78 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 687 | 114.02 | 345 | 130.87 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,597 | 2.85 | 6,820 | 10.79 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 49,035 | -9.84 | 24,595 | -2.89 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 22,186 | -0.25 | 11,128 | 7.44 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 16,613 | -17.27 | 8,333 | -10.90 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 400 | 0.00 | 201 | 7.53 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 13,500 | 26.17 | 6,771 | 35.91 | |||
| 2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 22,863 | -35.98 | 11,468 | -31.05 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 4,918,286 | 1.75 | 2,466,963 | 9.59 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 1,053 | 0.00 | 528 | 7.76 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 2,263 | -3.66 | 1,135 | 3.84 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 2,210 | 25.28 | 1,109 | 34.96 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,874,060 | -0.02 | 940,010 | 7.68 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 442 | 0.00 | 200 | 0.00 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 2,934 | -3.83 | 1,472 | 3.52 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 600 | 0.00 | 301 | 7.53 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 659 | 50.11 | 331 | 61.76 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 10,758 | 0.00 | 5,157 | -4.89 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 341 | -10.73 | 171 | -3.39 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 400 | 0.00 | 201 | 7.53 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 5,015 | 0.00 | 2,515 | 7.71 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,372 | 19.00 | 4,013 | 13.17 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 762 | 3.11 | 379 | 29.01 | ||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 1,735 | -27.41 | 832 | -30.98 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 2,078 | 16.41 | 942 | 5.61 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 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 | 28,087 | 2.00 | 14,088 | 9.87 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 768 | 6.67 | 385 | 14.93 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 6 | 3 | ||||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 144,775 | -2.17 | 72,618 | 5.37 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 165,783 | -5.80 | 83,155 | 1.46 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 677 | 0.00 | 340 | 7.62 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 403 | 202 | ||||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,011 | 82.27 | 7,674 | 73.38 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 813 | -8.75 | 408 | -1.69 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 4,609 | 2,659.88 | 2,312 | 2,901.30 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 247 | -8.18 | 123 | 0.82 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 4 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 7,673 | 23.12 | 3,849 | 32.60 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 4,497 | 2,038 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 13,636 | 0.76 | 6,840 | 8.52 | ||||
| 2025-03-31 | NP | FSST - 富达可持续发展美国股票 ETF | 445 | -46.26 | 222 | -40.80 | ||||
| 2025-08-26 | NP | AVEDX - 万福玛利亚股息上涨基金 | 80,000 | 0.00 | 40,127 | 7.71 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,003 | -74.39 | 503 | -72.42 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 4,605 | 16.73 | 2,207 | 11.02 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 993 | -0.70 | 498 | 7.10 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 490 | 105.88 | 222 | 88.14 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 26 | 18.18 | 13 | 30.00 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 18,442 | 5.35 | 8,356 | -4.43 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 637,392 | -3.20 | 319,709 | 4.27 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 3,126 | 89.34 | 1,568 | 104.04 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 861 | 0.12 | 432 | 7.75 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 783 | -92.02 | 393 | -91.42 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 89,690 | -3.54 | 44,983 | 3.89 | ||||
| 2025-04-25 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 459 | 0.00 | 220 | -4.76 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 10,600 | 19.10 | 5,317 | 28.28 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 5,500 | -11.29 | 2,759 | -4.47 | |||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 45 | 0.00 | 23 | 10.00 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 13 | 0.00 | 7 | 0.00 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,531 | -4.37 | 1 | |||||
| 2025-07-23 | 13F | 慢资本公司 | 7,256 | 0.54 | 3,639 | 8.30 | ||||
| 2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 9,055 | 0.00 | 4,103 | -9.27 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 842 | -36.16 | 392 | -37.18 | ||||
| 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 | 400,443 | 15.11 | 181,449 | 4.44 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 855 | 1.18 | 427 | 11.49 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 141,192 | 10.37 | 70,821 | 18.88 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 398 | -6.79 | 200 | 0.51 | ||||
| 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 | 20,022 | 99.36 | 9,072 | 80.90 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 44 | -29.03 | 22 | -21.43 | ||||
| 2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 1,039 | -0.57 | 524 | 0.19 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 452 | -24.29 | 227 | -18.71 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 702 | -2.09 | 352 | 5.71 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 5 | -37.50 | 3 | -33.33 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 8,144 | -1.46 | 4,085 | 6.13 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 3,723 | -0.32 | 1,867 | 7.36 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 30,950 | -3.21 | 15,524 | 4.26 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 57,443 | 8.08 | 26,029 | -1.95 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 2,385 | -1.73 | 1,198 | 15.21 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 56,778 | -0.03 | 27,215 | -4.92 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,323 | -1.12 | 664 | 6.42 | ||||
| 2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 2,005 | 24.53 | 909 | 12.94 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,367 | 7.59 | 1,135 | 2.35 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 5,513 | 2.47 | 2,567 | 0.82 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 3,190 | 0.00 | 1,600 | 7.74 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 87,985 | -18.06 | 44,132 | -11.74 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 562 | -5.07 | 282 | 2.18 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 717 | 0.56 | 360 | 8.13 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 6,156 | 266.21 | 3,088 | 294.76 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 15,701 | 2.07 | 7,875 | 9.94 | ||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 2,633 | 71.31 | 1,193 | 55.54 | ||||
| 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 | 6,085 | -27.10 | 2,757 | -33.85 | ||||
| 2025-05-12 | 13F | Whitebark 投资者 LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 基石资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 101,807 | -4.81 | 51,066 | 2.53 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 1,459 | 1.46 | 732 | 9.27 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 232 | -1.69 | 116 | 6.42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,732 | 223.97 | 6,397 | 250.71 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 300 | -0.99 | 150 | 6.38 | ||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 3,410 | -16.83 | 1,588 | -18.14 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 650 | 0.00 | 326 | 7.95 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,604 | 5.42 | 8,430 | -4.36 | ||||
| 2025-08-14 | 13F | 采石场LP | 183 | 315.91 | 92 | 355.00 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 4,431 | 2,223 | ||||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,089 | 546 | ||||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 213,721 | 11.78 | 107,200 | 20.39 | ||||
| 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 | 187,603 | 8.32 | 85,007 | -1.72 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 70 | 0.00 | 35 | 9.38 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 446,698 | -34.16 | 224,059 | -29.09 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 1,640 | -5.75 | 743 | -14.50 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 439 | -4.98 | 204 | -6.42 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 1,634 | -17.81 | 819 | -11.46 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,169 | 586 | ||||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 2,149 | -2.45 | 1,078 | 5.07 | ||||
| 2025-05-12 | 13F | 花旗集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 山顶控股公司 | 1,980 | 87.86 | 993 | 102.65 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 665,695 | -2.88 | 332,250 | 4.25 | ||||
| 2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 136,858 | -3.85 | 68,647 | 3.56 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 6,099 | 0.00 | 3,059 | 4.65 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 204 | 110.31 | 102 | 126.67 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 2,922 | 69.79 | 1,466 | 82.90 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 54 | 42.11 | 27 | 58.82 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 12 | 0.00 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 10,596 | -4.32 | 5,315 | 3.06 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 172 | 104.76 | 78 | 87.80 | ||||
| 2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 6 | 0.00 | 3 | 50.00 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 920 | -14.02 | 461 | -7.43 | ||||
| 2025-08-13 | 13F | 第1832章 | 90,953 | 53.36 | 45,621 | 65.19 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 4,494 | 259.23 | 2,254 | 287.29 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 706 | 2.92 | 329 | 1.23 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 981 | -8.40 | 492 | -1.41 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,727 | 866 | ||||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 4,916 | -13.98 | 2 | 0.00 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 4,120 | 16.02 | 1,975 | 10.34 | ||||
| 2025-08-14 | 13F | 安盛公司 | 43,286 | 43.81 | 21,712 | 54.89 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 309 | 20.23 | 155 | 29.41 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 76,276 | 0.64 | 38,258 | 8.42 | ||||
| 2025-08-14 | 13F | 兰辛管理有限公司 | 18,135 | 71.08 | 9,096 | 84.28 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 6,171 | -96.01 | 3,095 | -95.71 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 10,604 | 2.87 | 4,805 | -6.68 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,253 | 138.67 | 628 | 157.38 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | BRX全球有限合伙人 | 59,743 | 0.00 | 29,966 | 7.71 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 7,645 | 84.08 | 3,835 | 98.24 | ||||
| 2025-08-14 | 13F | 阿尔塔洛克合伙公司 | 952,254 | 0.14 | 477,641 | 7.86 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 7,640 | -1.52 | 3,832 | 6.09 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 62,032 | 49.18 | 31,115 | 60.69 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 437 | 219 | ||||||
| 2025-08-27 | NP | MGRIX - Marsico 成长基金 | 38,622 | 109.69 | 19,372 | 125.86 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 10,808 | 0.00 | 4,897 | -9.26 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 1,633 | 0.00 | 740 | -9.33 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,198 | -2.20 | 574 | -6.97 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 8,435 | -3.71 | 4,231 | 105,650.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 461 | -0.22 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 1,042 | 0.00 | 523 | 7.63 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 105 | 0.00 | 53 | 8.33 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 23,371 | 2.79 | 11,702 | 10.52 | ||||
| 2025-08-11 | 13F | 花旗集团 | 247,690 | 44.67 | 124,239 | 55.83 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 24,200 | -35.29 | 12,138 | -30.31 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 153 | 77 | ||||||
| 2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 195,617 | -23.72 | 88,638 | -30.80 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 160 | 40.35 | 80 | 50.94 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 62,116 | -5.25 | 29,773 | -9.88 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 14,592 | 4.32 | 7,319 | 12.36 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 47,310 | 2.09 | 23,730 | 9.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 12,024 | 17.58 | 6,031 | 26.65 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 50 | 25 | ||||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 13 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | 港口顾问有限责任公司 | 8,000 | 0.00 | 4,013 | 7.70 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 2,125 | 1,090 | ||||||
| 2025-08-14 | 13F | 联信银行 | 49,534 | 1.94 | 24,846 | 9.79 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 203 | -2.87 | 102 | 4.12 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 1,831,205 | -2.75 | 918,514 | 4.75 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 39 | 39.29 | 20 | 46.15 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 181,311 | 2.46 | 90,944 | 10.36 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 278 | 4.91 | 133 | 0.00 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 964 | 0.00 | 484 | 7.81 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 47 | 24 | ||||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 15,452 | 18.02 | 7,406 | 12.25 | ||||
| 2025-09-05 | 13F | 盖尔有限责任公司 | 14,295 | -12.54 | 7,170 | 102,328.57 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 2,646 | 5.88 | 1,327 | 14.10 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 32,760 | 0.00 | 16,432 | 7.71 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 11,858 | -8.81 | 5,948 | -1.78 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 7,398 | -3.87 | 3,711 | 3.54 | ||||
| 2025-08-06 | 13F | 南州公司 | 334 | -24.43 | 168 | -18.54 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 9 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 1 | 1 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 2,303 | 7.22 | 1,104 | 1.94 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 8,483 | -8.67 | 3,844 | -17.14 | ||||
| 2025-08-08 | 13F | 创意策划 | 27,678 | -1.81 | 13,883 | 5.77 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 6,316 | -16.00 | 3,168 | -9.51 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 63,467 | 1.87 | 31,834 | 9.72 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 811 | 0.00 | 407 | 7.69 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 5,474 | 4.43 | 2,746 | 12.45 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 12 | -99.91 | 6 | -99.90 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 您的倡导者有限公司 | 253 | 0.00 | 127 | 7.69 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 21,243 | -6.58 | 10,655 | 0.62 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -4,078 | -23.83 | -1,955 | -27.58 | |||
| 2025-08-18 | 13F | Onefund有限责任公司 | 411 | 0 | ||||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 2,667 | 0.00 | 1,278 | -4.91 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 1,616 | -0.62 | 811 | 7.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 3,221 | 6.02 | 1,616 | 14.21 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 955 | 0.00 | 479 | 7.88 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 2,317 | 14.14 | 1,050 | 3.55 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 4 | 0.00 | 2 | 100.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 78 | -8.24 | 39 | 0.00 | ||||
| 2025-08-13 | 13F | 马克纳资本管理有限公司 | 57,185 | 19.97 | 28,683 | 29.22 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 24,005 | -1.31 | 12,041 | 6.30 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 1,661,089 | -0.43 | 833,186 | 7.25 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 7,169 | -2.02 | 3,248 | -11.11 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 1,410 | -1.12 | 707 | 6.48 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 1,641 | 0.00 | 823 | 7.72 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 451 | -3.84 | 226 | 3.67 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 173 | -63.88 | 87 | -61.43 | ||||
| 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 | 753 | -7.27 | 378 | -0.26 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 2,574,948 | 1.38 | 1,291,568 | 9.20 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 3,021 | -0.92 | 1,515 | 6.69 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 9,283 | 3.77 | 5 | 0.00 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 2,623 | -4.86 | 1,222 | -6.44 | ||||
| 2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 724,130 | 2,243.46 | 363,219 | 2,423.92 | ||||
| 2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 1,074 | -7.41 | 500 | -8.94 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 6,801 | 0.01 | 3,411 | 7.74 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 5,778 | -7.23 | 2,618 | -15.82 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,538 | 2.65 | 2,056 | -6.88 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 3,371 | -83.81 | 2 | -88.89 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 511 | -6.58 | 256 | 0.79 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 6,360 | -32.73 | 2,882 | -38.99 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 8,106 | -18.37 | 3,673 | -25.95 | ||||
| 2025-05-15 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 2,042 | 26.83 | 1,024 | 36.72 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 699 | 2.34 | 351 | 10.06 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 963 | -1.93 | 483 | 5.69 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 103 | -21.37 | 52 | -16.39 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 386 | 2,473.33 | 185 | 2,542.86 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 60,133 | -2.48 | 30,162 | 5.04 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 44,820 | -1.93 | 20,309 | -11.02 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 2,821 | -88.08 | 1,415 | -87.17 | ||||
| 2025-07-31 | 13F | 赛布鲁克资本 /nc | 643 | 0.00 | 323 | 7.69 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 776 | -12.61 | 389 | -5.81 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,766 | 12.34 | 886 | 20.90 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 2,538 | 0.24 | 1,273 | 7.97 | ||||
| 2025-07-30 | 13F | 斯特林投资管理公司 | 9,157 | 27.23 | 4,593 | 37.06 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 102 | 12.09 | 51 | 21.43 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 174 | 87 | ||||||
| 2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -808 | -405 | |||||
| 2025-05-14 | 13F | 哈伯特基金顾问公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 8,004 | -0.48 | 3,836 | -5.35 | ||||
| 2025-03-18 | 13F | 标准 Caixa、Sau | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 3,029 | 419.55 | 1,519 | 460.52 | ||||
| 2025-04-29 | 13F | 康普顿财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 15,400 | 73.40 | 7,724 | 86.80 | ||||
| 2025-07-30 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 512 | 0.00 | 245 | -5.04 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 1,768 | 887 | ||||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 846 | -3.97 | 406 | -8.58 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 87,581 | -24.97 | 43,930 | -19.19 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 23,428 | 7.23 | 11,751 | 15.50 | ||||
| 2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,300 | 2,157 | ||||||
| 2025-03-18 | 13F | 标准 Caixa、Sau | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 7,308 | -1.64 | 3,672 | 5.43 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 998 | 1.22 | 501 | 8.93 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 53,773 | 0.23 | 26,972 | 7.95 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 9,147 | 117.58 | 4,588 | 134.44 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 3,907 | 1,960 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,059,167 | 4.04 | 531,267 | 12.06 | ||||
| 2025-08-14 | 13F | 布雷顿资本管理有限责任公司 | 8,300 | 0.00 | 4,163 | 7.71 | ||||
| 2025-03-18 | 13F | 标准 Caixa、Sau | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 61,967 | 333.37 | 31,082 | 366.84 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 265 | -24.29 | 120 | -31.03 | ||||
| 2025-04-18 | 13F | 创意资本管理投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 904 | 0.67 | 433 | -4.20 | ||||
| 2025-08-22 | NP | 可变保险产品基金 V - 战略收益投资组合初始类别 | 1,600 | 0.00 | 803 | 7.65 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 106 | -7.02 | 53 | 0.00 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 426 | -0.93 | 214 | 6.50 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,300 | 0.00 | 5,166 | 7.71 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 400 | 201 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 62,484 | 0.91 | 31,342 | 8.69 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 39 | -33.90 | 20 | -29.63 | ||||
| 2025-08-26 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 1,089 | 0.00 | 546 | 7.69 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 193,006 | -15.84 | 96,803 | -9.39 |
