机构投资人持股和股东
Marsh & McLennan Companies, Inc. (IT:1MMC) 有 2697 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 544,893,207 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Fmr Llc, AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A, Capital International Investors, Capital World Investors, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, and Wellington Management Group Llp .
Marsh & McLennan Companies, Inc. (BIT:1MMC)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 181.35 / share. Previously, on April 28, 2025, the share price was 191.15 / share. This represents a decline of 5.13% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,951 | -16.65 | 4,273 | -13.36 | ||||
| 2025-04-04 | 13F | 库珀投资者有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,801 | -28.31 | 831 | -35.73 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 13,589 | 9.94 | 2,971 | -1.49 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 79,830 | 1.33 | 17,454 | -9.21 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 44,592 | -6.03 | 9,750 | -15.81 | ||||
| 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 | 328,126 | -1.54 | 71,741 | -11.78 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 78,351 | 4.72 | 17,131 | -6.17 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 224 | -24.07 | 52 | -25.71 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 11,895 | -1.33 | 2,601 | -11.59 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 46,111 | -0.52 | 10,082 | -10.87 | ||||
| 2025-06-25 | NP | COHOX - Coho 相对价值股票基金顾问类别股票 | 28,081 | -15.49 | 6,331 | -12.14 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 148 | 32 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 13,394 | -6.82 | 2,928 | -16.51 | ||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 156 | 35 | ||||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 1,106 | 234 | ||||||
| 2025-07-28 | 13F | 塔特尔战术管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,551 | 0.00 | 3,055 | 3.98 | ||||
| 2025-07-29 | NP | TORYX - 托丽基金 | 68,815 | -9.23 | 16,079 | -10.82 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,390 | 0.00 | 304 | -10.62 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 426,623 | -0.90 | 93,277 | -11.21 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 37,979 | 0.63 | 8,304 | -9.85 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 234 | -85.32 | 51 | -86.86 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,004 | 220 | ||||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 1,193 | -2.21 | 261 | -12.46 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 3,510 | 767 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 2,470 | 0.69 | 540 | -4.59 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 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 | 305 | 0.00 | 69 | 3.03 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 8,424 | 113.37 | 1,842 | 91.17 | ||||
| 2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 1,808,000 | -23.81 | 422,457 | -23.67 | ||||
| 2025-06-26 | NP | UIVRX - MFS 内在价值基金 R6 | 254 | -14.77 | 57 | -10.94 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 1,001 | 0.00 | 244 | 15.09 | ||||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 18,635 | -2.79 | 4,074 | -12.91 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 6,494,294 | -5.08 | 1,419,913 | -14.95 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 107,140 | 0.38 | 25,034 | -1.38 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,350 | -12.34 | 315 | -13.93 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 72,513 | 7.29 | 15,854 | -3.87 | ||||
| 2025-08-15 | 13F | 特鲁夫格有限公司 | 5,000 | 42.86 | 1,093 | 27.99 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 3,345 | -3.57 | 731 | -13.59 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 2,058 | 51 | ||||||
| 2025-07-29 | 13F | 会员咨询集团有限责任公司 | 1,010 | 0.00 | 221 | -10.57 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 2,123 | 0.00 | 464 | -10.42 | ||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 543,700 | -15.79 | 118,875 | -24.55 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 4,096 | 0.00 | 896 | -10.41 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 10,484 | 2,292 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 9,551 | 43.24 | 2,088 | 28.33 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 5,400 | -8.55 | 1,181 | -18.06 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 6,100 | -9.71 | 1,334 | -19.11 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,301 | 2.04 | 284 | -8.68 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,246 | -1.11 | 272 | -11.40 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 609 | 133 | ||||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,325 | 0.00 | 290 | -10.53 | ||||
| 2025-08-28 | NP | KIE - SPDR(R) S&P 保险 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 | 74,137 | -3.59 | 16,209 | -13.62 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 5,900 | 2.63 | 1,290 | -8.06 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 42 | 0.00 | 9 | -10.00 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 1,395 | 0.00 | 305 | -10.29 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,912 | -69.76 | 855 | -72.92 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 6,816 | 4.94 | 1,593 | 3.11 | ||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 1,200 | 0.00 | 262 | -10.27 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 1,576 | 1.81 | 345 | -8.75 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 20 | 5 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 15,214 | 1.20 | 3,326 | -9.32 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 47,769 | -21.26 | 10,770 | -18.14 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 183,218 | 1.98 | 40,059 | -8.63 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 146,482 | 3.56 | 33,027 | 7.66 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 182 | 14.47 | 40 | 2.63 | ||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 10,068 | 390.17 | 2,201 | 339.32 | ||||
| 2025-08-14 | 13F | 德美银行 | 1,073 | -4.45 | 235 | -14.60 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 3,502 | 6.28 | 766 | -4.85 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 6,271 | 30.40 | 1,371 | 16.88 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 8,922 | 76.18 | 2,085 | 80.90 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 170,160 | 7.41 | 37,203 | -3.77 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 20 | -99.02 | 4 | -99.20 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 3,495 | 16.54 | 764 | 4.51 | ||||
| 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 | 63,700 | -1.24 | 14,362 | 2.67 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 6,705 | -19.54 | 1,466 | -27.94 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 4,884 | 16.79 | 1,141 | 14.79 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 46,981 | -2.86 | 10,272 | -12.96 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 1,428 | -12.82 | 322 | -9.58 | ||||
| 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 | 17,706 | -13.27 | 3,992 | -9.83 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 14,611 | -2.66 | 3,414 | -4.37 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 3,182 | 3.41 | 696 | -7.33 | ||||
| 2025-07-15 | 13F | 家庭投资中心有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 5,951 | -4.36 | 1,301 | -14.30 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 1,050 | 230 | -27.07 | |||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 237 | 14.49 | 52 | 2.00 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 986 | -7.24 | 222 | -3.48 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 40 | 9 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,104,953 | -0.01 | 241,587 | -10.41 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 14,405 | 0.00 | 3,150 | -10.41 | ||||
| 2025-04-09 | 13F | 罗克斯伯里金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 11,056 | -5.84 | 2,417 | -15.64 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,185 | -3.58 | 259 | -13.38 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 43 | 0.00 | 9 | -10.00 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 1,817 | 0.94 | 0 | |||||
| 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 | 2,391 | -7.65 | 523 | -17.27 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 7,654 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 5,375 | 2.48 | 1,070 | -7.44 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 13,983 | -0.61 | 3,057 | -10.95 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 1,179,355 | -21.62 | 265,909 | -18.52 | ||||
| 2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 179,493 | 40,470 | ||||||
| 2025-07-08 | 13F | 先行资本管理公司 | 4,406 | 2.58 | 963 | -8.11 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 7,231 | 6.81 | 1,630 | 11.04 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 137,283 | 11.98 | 30,016 | 0.33 | ||||
| 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 | 778 | -7.71 | 169 | -8.20 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 3,381 | 0.12 | 790 | -1.62 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 975 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 110,182 | 26,888 | ||||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 70,519 | -38.42 | 15,418 | -44.83 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 522 | 3.16 | 114 | -7.32 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 42 | 10.53 | 9 | 0.00 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 4 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 7,078 | 8.86 | 1,548 | -2.46 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,788 | 0.39 | 391 | -10.14 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 3,400 | 0.00 | 794 | -1.73 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 33,764 | -0.62 | 7,382 | -10.95 | ||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 38,291 | 0.79 | 8,372 | -9.70 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 50,458 | 4.78 | 11,032 | -6.12 | ||||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 1,580 | 0.00 | 345 | -10.39 | ||||
| 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 | 60,193 | 7.57 | 14,065 | 5.67 | ||||
| 2025-05-15 | 13F | Lummis 资产管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 九十一北美公司 | 98,045 | 47.04 | 21,437 | 31.74 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 641,509 | 6.67 | 140 | -4.11 | ||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 3,975 | 0.03 | 866 | -10.73 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 441 | 15.45 | 108 | 32.10 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 14,932 | 3.52 | 3,265 | -7.25 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 253 | -2.32 | 55 | -12.70 | ||||
| 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 | 97,800 | 22,051 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 100 | 22 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 4,200 | 918 | |||||
| 2025-07-23 | 13F | 摄政资本管理公司\DE | 4,809 | 1,051 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,822,252 | -16.09 | 398,417 | -24.82 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 7,296 | -6.89 | 1,595 | -16.58 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 149,700 | 1.42 | 32,730 | -9.13 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 1,607 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 6,396 | 1,307 | ||||||
| 2025-06-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 5,550 | 0.00 | 1,251 | 3.99 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 108,049 | 0.65 | 23,624 | -9.83 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 8,095 | 0.00 | 1,770 | -10.43 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 42 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 43 | 115.00 | 9 | 125.00 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 35,071 | -0.86 | 7,668 | -11.18 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 502 | 0.00 | 110 | -10.66 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 51,812 | -46.04 | 11,329 | -51.66 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 2,447 | -2.82 | 535 | -12.87 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 582 | -3.80 | 127 | -13.61 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 18,457 | 47.15 | 4,035 | 51.46 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 532 | 0.00 | 116 | -10.08 | ||||
| 2025-08-12 | 13F | 登打士合伙人律师事务所 | 187,494 | 0.00 | 40,994 | -10.41 | ||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 77,347 | 0.62 | 15,753 | -16.02 | ||||
| 2025-08-27 | NP | BEGIX - Sterling Capital 机构类别股票收益基金 | 193,849 | 0.37 | 42,383 | -10.07 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 13,967 | -87.64 | 3 | -88.89 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 15,032 | -6.11 | 3,287 | -15.89 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 102,313 | 3.21 | 23,069 | 7.30 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 332 | 73 | ||||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 6,159 | -8.71 | 1,439 | -10.29 | ||||
| 2025-06-17 | NP | MINVX - 麦迪逊投资者基金 Y 类投资者基金 | 48,673 | 0.00 | 10,974 | 3.96 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 资产规划有限公司 | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 1,723 | -6.26 | 377 | -16.07 | ||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 3,860 | 0.89 | 844 | -9.65 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 6,619 | -0.90 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 1,516 | -1.11 | 0 | |||||
| 2025-07-17 | 13F | HCR 财富顾问 | 1,338 | 0.00 | 293 | -10.43 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 187 | 0.00 | 41 | -11.11 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 121,827 | 4.19 | 28,466 | 2.36 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 86,528 | 2.00 | 19,509 | 6.04 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 1,258 | 0.00 | 275 | -10.13 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 3,302 | 19.38 | 722 | 6.97 | ||||
| 2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 54,951 | 0.00 | 12,390 | 3.96 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 263 | 85.21 | 58 | 67.65 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 8,166 | 181.59 | 1,786 | 152.12 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 505 | -12.17 | 110 | -21.43 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 39 | 0.00 | 9 | -11.11 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 286,519 | 23.32 | 62,658 | 10.49 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 41,998 | 26.95 | 9,182 | 13.74 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,028 | 0.00 | 240 | -1.64 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 18,444 | -4.77 | 4,033 | -14.68 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,714,044 | 51.56 | 374,759 | 35.79 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 2,433 | -3.22 | 532 | -13.38 | ||||
| 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 | 14,641 | 0.21 | 3,301 | 4.20 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 748,784 | -2.46 | 163,714 | -12.61 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 184 | 41 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 73,780 | 1.72 | 16,131 | -8.86 | ||||
| 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 | 50,367 | -2.38 | 11,012 | -12.53 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 2,915 | 67.72 | 637 | 50.24 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,462 | 4.43 | 320 | -6.45 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 7,752 | 20.71 | 1,695 | 24.19 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 1,852 | 405 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,038 | 27.30 | 446 | 14.10 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 5,457 | 1.30 | 1,157 | -12.02 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 12,684,210 | 1.57 | 2,762,513 | -9.09 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 8,860 | -25.64 | 1,937 | -33.37 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 13,985,933 | 2.48 | 3,057,884 | -8.18 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 3,479 | -0.63 | 761 | -11.01 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 3,455 | -17.95 | 779 | -14.79 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 5,374,871 | -10.00 | 1,175,162 | -19.36 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 42 | 740.00 | 9 | 800.00 | ||||
| 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 | 4,287 | -12.69 | 937 | -21.79 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 74,976 | 4.74 | 16,393 | -6.17 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 5,691 | -9.82 | 1,244 | -19.22 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,062 | 2.64 | 451 | -1.10 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 658,140 | -15.49 | 142,830 | -24.97 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,002 | 4.92 | 219 | -6.01 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 290,356 | -33.91 | 63 | -41.12 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,434 | -0.57 | 532 | -10.89 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 48,783 | 21.46 | 10,666 | 8.82 | ||||
| 2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,754 | -18.00 | 2,136 | -5.78 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,598 | 20.37 | 787 | 7.82 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 3,165 | 692 | ||||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 1,700 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 1,010 | 0.00 | 221 | -10.57 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 450 | 0.00 | 98 | -10.09 | ||||
| 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 | 4,652 | 1.91 | 1,017 | -8.63 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 10,201 | -0.18 | 2,230 | -10.55 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 54 | 0.00 | 12 | -15.38 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,137,983 | 0.46 | 248,809 | -9.99 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 129,744 | 10.69 | 29,253 | 15.07 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 26,890 | 0.00 | 5,879 | -10.39 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 3,126 | -3.37 | 683 | -13.43 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 60,886 | 0.40 | 13,312 | -10.04 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 7,388 | -44.85 | 1,615 | -35.89 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 106 | 23 | ||||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 26,931 | 0.00 | 5,888 | -10.39 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 财务视角公司 | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 82,731 | -20.33 | 18,088 | -28.62 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 1,315 | 0.00 | 288 | -10.31 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 31,422 | 52.66 | 7,342 | 49.99 | ||||
| 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 | 147,217 | 0.43 | 33,193 | 4.40 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 291,881 | -11.51 | 63,817 | -20.72 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,857 | 2.65 | 406 | -7.94 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 2,986 | -0.76 | 653 | -11.17 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,422 | -52.47 | 321 | -50.62 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 248,761 | -1.30 | 54 | -11.48 | ||||
| 2025-08-08 | 13F | 托巴姆 | 6 | 0.00 | 0 | |||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 131 | 30 | ||||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 3,453 | 0.00 | 755 | -10.45 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 603,578 | -21.58 | 141,032 | -22.95 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,270,324 | 2.35 | 277,741 | -8.30 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 5,985 | 706.60 | 1,309 | 717.50 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 1,277 | 0.00 | 279 | -10.29 | ||||
| 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 | 15,560 | -34.07 | 3,402 | -40.93 | ||||
| 2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 178 | -12.75 | 40 | -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 | 30,248 | 235.20 | 6,820 | 248.49 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 3,076,874 | -5.82 | 672,728 | -15.62 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-05 | NP | GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票 | 52,586 | 0.00 | 11,857 | 3.96 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 15,630 | -32.75 | 3,524 | -30.08 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 7,518 | 2.13 | 1,498 | -9.76 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 29 | 0.00 | 6 | -14.29 | ||||
| 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 | 126,080 | -2.28 | 29,460 | -4.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 731 | 17.90 | 160 | 5.30 | ||||
| 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 | 12,500 | 0.00 | 2,921 | -1.78 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 10,145 | 1.07 | 2,218 | 4.03 | ||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 600,223 | -10.02 | 135,332 | -6.45 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 5,604 | -26.30 | 1,309 | -27.60 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,005 | -6.86 | 220 | -16.73 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 2,565,037 | 2,542 | ||||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 1,946 | 0.00 | 425 | -10.34 | ||||
| 2025-06-27 | 13F/A | 高盛集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 5,078 | -3.48 | 1,110 | -13.48 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 15,560 | 3,402 | ||||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 221,311 | -12.05 | 48,387 | -21.20 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 8,227 | -19.56 | 1,922 | -20.97 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 221 | -17.84 | 50 | -15.52 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 20,488 | 0.25 | 4,480 | -10.19 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 439,796 | 2.78 | 96,157 | -7.91 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 3,502 | 3.09 | 766 | -7.61 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 1,191 | -1.08 | 260 | -11.26 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,895 | -7.09 | 4,260 | -3.40 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 4,880 | 41.41 | 1,040 | 33.68 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 7,887 | -20.03 | 1,724 | -28.35 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 1,404 | -6.21 | 307 | -16.16 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 15,602 | 0.00 | 3,518 | 3.96 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 110,119 | 6.81 | 24,076 | -4.30 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 8,087 | 9.92 | 1,768 | -1.50 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 13,108 | -2.19 | 2,866 | -12.39 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 94,712 | -3.35 | 21 | -13.04 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 2,241 | 0.00 | 490 | -10.44 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,391 | 304 | ||||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 2,500 | 0.00 | 547 | -10.49 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 708,909 | 0.00 | 159,838 | 3.96 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 51,698 | 0.00 | 11,303 | -10.40 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 42,783 | 4.43 | 9,646 | 8.58 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,962 | 4.44 | 692 | 2.67 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 1,500 | 0.00 | 350 | -1.69 | ||||
| 2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 244,994 | -2.80 | 53,565 | -12.91 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 927 | 18,440.00 | 203 | 20,100.00 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 5,030 | 0.00 | 1,175 | -1.76 | ||||
| 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 | 7,943 | 0.74 | 1,791 | 4.68 | ||||
| 2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 2,411 | -1.75 | 527 | -11.87 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 37,029 | 66.80 | 3,498 | -25.10 | ||||
| 2025-07-22 | 13F | 北角资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 3,180 | -26.78 | 695 | -34.37 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 1,476 | 323 | ||||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 13,676 | 0.68 | 3,084 | 4.65 | ||||
| 2025-07-17 | 13F | 新约信托公司，北美 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 1,251 | -0.24 | 273 | -10.78 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 21,571 | 144.99 | 4,716 | 119.55 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 275,836 | -15.28 | 60,309 | -24.10 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 89,033 | -18.31 | 19,466 | -26.81 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,412 | 3.70 | 527 | -7.05 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 5 | 1 | ||||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 3,420 | -4.50 | 748 | -14.43 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 88 | 0.00 | 18 | -19.05 | ||||
| 2025-08-07 | 13F | 第1620章 | 5 | -16.67 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 23,000 | 31.43 | 5,029 | 17.75 | |||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 33,402 | -4.45 | 7,805 | -6.13 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 15,700 | 3,433 | |||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,375 | 2.46 | 301 | -8.26 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 7,697 | 20.66 | 1,683 | 8.10 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 205 | 45 | ||||||
| 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 | 95,958 | -5.99 | 21,636 | -2.26 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 4,016 | -5.55 | 878 | -15.33 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 62 | 0.00 | 14 | -13.33 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 323,972 | 2.32 | 70,833 | -8.32 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 100 | 0.00 | 22 | -12.50 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 15,178 | 0.74 | 3,422 | 4.74 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 356 | 1,218.52 | 78 | 1,183.33 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 2,413 | 1.90 | 519 | -10.05 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112,968 | 0.21 | 24,699 | -10.22 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 2,362 | -7.08 | 516 | -16.77 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 170,948 | 1.93 | 37,376 | -8.67 | ||||
| 2025-08-26 | NP | 贝莱德资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,092 | -7.49 | 17,949 | -17.11 | ||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 10,930 | -24.12 | 2,554 | -25.48 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 7,757 | -0.03 | 1,696 | -10.46 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 4,871 | -0.20 | 1,065 | -10.66 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 78,036 | -1.27 | 17,062 | -11.54 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 163 | 0.00 | 0 | |||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 12,689 | 12.93 | 2,965 | 10.93 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 1,859 | -9.63 | 434 | -11.25 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 5,133 | 0.00 | 1,122 | -10.38 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 59,094 | -2.45 | 12,920 | -12.60 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 730,865 | -14.29 | 170,774 | -15.79 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 476,515 | -0.35 | 104,185 | -10.72 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,032 | 149.28 | 0 | |||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 132,924 | -28.74 | 29,064 | -36.18 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 23,822 | -5.86 | 5,208 | -15.66 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 975 | -73.01 | 213 | -75.82 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 44,354 | 9,698 | ||||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 301,885 | 0.47 | 66 | -9.59 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 5,311 | 0.36 | 1,161 | -10.07 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 4,376 | 7.02 | 957 | -4.11 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 24,081 | -4.40 | 5,265 | -14.35 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 1,843 | 0.00 | 403 | -10.47 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 22,487 | -18.28 | 4,917 | -26.79 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 99,063 | -10.43 | 21,659 | -19.75 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 31,946 | -5.08 | 7,465 | -6.75 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 3,307 | 0.00 | 723 | -10.41 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 559 | 0.00 | 122 | 3.39 | ||||
| 2025-07-25 | NP | MIGFX - 马萨诸塞州投资者成长股票基金 A | 639,672 | -3.54 | 149,466 | -5.23 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 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 | 201,800 | -86.26 | 44,122 | -86.53 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡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 | 29,168 | -8.50 | 6,815 | -10.10 | ||||
| 2025-07-07 | 13F | 西联银行 | 1,177 | 7.78 | 257 | -3.38 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,580 | 24.61 | 346 | 11.65 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 5,832,932 | -2.36 | 1,275,312 | -12.52 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 63,795 | 0.33 | 14,906 | -1.43 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 11 | 2 | ||||||
| 2025-08-08 | 13F | 联合储蓄银行 | 512 | 0.00 | 102 | -18.55 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,462 | -34.70 | 320 | -41.58 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 7,213 | -2.14 | 1,577 | -12.29 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 133,120 | -0.89 | 29,105 | -11.20 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 128,031 | -0.19 | 27,993 | -10.57 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 1,201 | 0.08 | 263 | -10.27 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,015,487 | 3.78 | 222,026 | -7.01 | ||||
| 2025-05-14 | 13F | 伊塔乌联合银行控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 1,518,006 | 0.44 | 331,942 | -9.99 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 449,852 | 117.79 | 98,356 | 95.13 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 57,216 | 6.15 | 12,510 | -4.90 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 113,607 | -4.68 | 25,615 | -0.91 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 16,107 | 29.26 | 4 | 0.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 1,000 | 219 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,300 | -10.81 | 722 | -20.07 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 18,748 | -0.54 | 4,099 | -10.87 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 50 | 8.70 | 0 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 17,392 | 1.45 | 3,803 | -9.11 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 11,009 | -1.01 | 2,482 | 2.94 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 971 | 1.46 | 212 | -9.01 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 7,412 | 29.58 | 1,621 | 16.13 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 27,892 | 1.12 | 6,098 | -9.40 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 4,867 | -14.99 | 1,064 | -12.50 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 261,154 | 1.08 | 57,099 | -9.43 | ||||
| 2025-07-29 | NP | YCGEX - YCG增强基金R级股票 | 98,033 | 0.00 | 22,906 | -1.76 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 3,271 | -1.77 | 715 | -11.95 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,817 | 26.24 | 1,272 | 13.08 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 1,020 | 0.10 | 223 | -10.48 | ||||
| 2025-08-28 | NP | 北极光基金信托 - BTS 增强型股票收益基金 - I 类 | 2,115 | 462 | ||||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 19,593,395 | -1.29 | 4,417,723 | 2.61 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 80 | -11.11 | 17 | -19.05 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,339 | 46.50 | 293 | 30.94 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 887 | -2.85 | 194 | -13.06 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 3,794 | -58.51 | 830 | -62.84 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 35,900 | 7,849 | |||||
| 2025-07-29 | 13F | 私人信托公司 | 16,187 | 35.09 | 3,539 | 21.07 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 58,048 | 6.58 | 12,692 | -4.51 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 4,676 | 0.00 | 1,022 | -10.35 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,421 | 16.48 | 311 | 4.38 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 748,750 | 0.71 | 163,707 | -9.77 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 3,933 | 0.00 | 860 | -10.43 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 12,637 | -4.08 | 2,763 | -14.06 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 60,017 | 128.21 | 13,532 | 137.28 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 327 | 18.48 | 71 | 5.97 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,082 | -13.02 | 237 | -22.11 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,754 | 52.61 | 13,939 | 36.74 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 30,652 | -1.00 | 6,702 | -11.30 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 6,777 | -0.43 | 1,482 | -10.78 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,869 | 1.30 | 409 | -9.33 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,854,931 | -4.50 | 405,590 | -13.84 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 2,057 | -5.29 | 450 | -15.28 | ||||
| 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 | 22,703 | 0.62 | 4,964 | -9.86 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 7 | 0.00 | 2 | 0.00 | ||||
| 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 | 1,236,960 | 13.24 | 278,897 | 17.72 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 850 | 5.85 | 186 | -5.13 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 382 | -5.91 | 86 | -2.27 | ||||
| 2025-08-08 | 13F | 贝克博德有限责任公司 | 4,702 | -1.98 | 1,028 | -12.14 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 31,862 | 10.64 | 7,445 | 8.69 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 8,747 | -1.81 | 1,912 | -12.01 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 16,309 | -9.33 | 3,811 | -10.94 | ||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -3,200 | -700 | |||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 559,328 | 122,291 | ||||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 2,897 | 40.70 | 633 | 26.10 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 18,528 | 0.00 | 4,051 | -10.42 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 44,800 | 70.34 | 9,795 | 52.64 | ||||
| 2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金：Z 类 | 851 | 21.92 | 192 | 26.49 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,376 | -6.89 | 738 | -16.52 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 44,981 | -36.07 | 9,835 | -42.72 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 448 | -35.07 | 0 | |||||
| 2025-08-05 | 13F | 长弓金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 华莱士资本管理公司 | 1,960 | 0.00 | 429 | -10.46 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 15,418 | -0.15 | 3,371 | -10.56 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,783 | 4.64 | 374 | -3.61 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 2,385 | -3.05 | 1 | |||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 6,319 | 1,382 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 406,559 | 6.23 | 88,890 | -4.82 | ||||
| 2025-03-28 | NP | MCGFX - AMG 管理公司 Montag & Caldwell Growth Fund N 类股票 | 32,304 | 90.09 | 7,006 | 88.94 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 2,769 | 2.03 | 605 | -8.61 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 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 | 1,736 | -12.37 | 406 | -14.01 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -6,202 | 3.73 | -1,356 | -7.06 | |||
| 2025-07-14 | 13F | 机械银行信托部 | 17,076 | -0.74 | 3,733 | -11.08 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 56,806 | 0.18 | 12,420 | -10.24 | ||||
| 2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 34,754 | -12.96 | 7,599 | -22.02 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 1,426 | 0.00 | 312 | -10.37 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 228,969 | 8.99 | 53,501 | 7.08 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 961 | -7.33 | 210 | -17.00 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 469,838 | 2.64 | 102,725 | -8.04 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 109 | 24 | ||||||
| 2025-08-13 | 13F | 布伦特维尤投资管理有限公司 | 17,703 | -1.63 | 3,871 | -11.87 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 1,417 | 0.35 | 310 | -10.17 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 92,211 | -4.90 | 20,161 | -14.79 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 97,346 | -2.90 | 21,284 | -13.01 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 135,973 | 2.42 | 31,771 | 0.61 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 43 | -15.69 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 79,089 | -1.96 | 17,292 | -12.16 | ||||
| 2025-08-13 | 13F | Alphinity投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,038 | -4.24 | 227 | -14.39 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,490 | 9.88 | 326 | -1.52 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 1,200 | 0.00 | 262 | -10.27 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 328 | 0.00 | 72 | -11.25 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 14,257 | 89.81 | 3,117 | 70.14 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -109 | -24 | |||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 25,110 | -10.37 | 5 | -16.67 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,148 | 251 | ||||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 125,419 | -12.36 | 27,422 | -21.48 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 1,310 | -2.67 | 286 | -12.80 | ||||
| 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 | 3,286 | -2.95 | 718 | -3.10 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 9,851 | -9.29 | 2,154 | -18.75 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 700 | 0.00 | 0 | |||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 30,433 | 3.73 | 7,111 | 1.91 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 39 | 0.00 | 9 | -11.11 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 5,111 | 58.87 | 1,118 | 42.29 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 18,784 | -2.18 | 4,107 | -12.38 | ||||
| 2025-04-15 | 13F | 会员财富有限责任公司 | 1,243 | -17.35 | 303 | -11.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 103,937 | 0.00 | 22,725 | -10.40 | ||||
| 2025-07-24 | 13F | 康宁公司 | 19,024 | 6.68 | 4,159 | -4.41 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 76 | 1.33 | 17 | -11.11 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 53,000 | -16.93 | 11,588 | -25.58 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 41 | 7.89 | 9 | -11.11 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 993 | 9.72 | 217 | -1.36 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 38,328 | 21.13 | 8,956 | 19.00 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 3,900 | 11.30 | 853 | -0.35 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 337,253 | 4.08 | 73,737 | -6.26 | ||||
| 2025-07-29 | 13F | 斯威格有限公司 | 3,050 | 13.55 | 629 | 6.97 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 7,498 | -1.86 | 1,639 | -12.07 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 925,535 | -4.47 | 202,359 | -14.41 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 35,910 | 7,851 | ||||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 6,604 | -6.10 | 1,444 | -15.91 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 3,181 | 12.80 | 683 | -0.87 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 11,682 | -2.50 | 2,554 | -12.62 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 437,347 | 5.17 | 98,609 | 9.34 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,268 | 11.18 | 15,618 | 15.59 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 4,214 | 3.23 | 921 | -7.53 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 1,845 | 2.10 | 416 | 6.14 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 1,910 | 50.39 | 418 | 34.95 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,326 | 0.00 | 777 | -1.77 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 8,236 | -2.45 | 1,801 | -12.62 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,132 | -17.34 | 5,216 | -14.07 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 1,066 | 0.00 | 240 | 3.90 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 1,079 | 2.86 | 236 | -7.84 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 54,440 | -49.92 | 11,903 | -55.13 | ||||
| 2025-03-27 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 8,076 | 4.83 | 1,752 | 4.16 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 95,979 | -1.62 | 20,985 | -11.86 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 27,718 | -14.77 | 6,477 | -16.27 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,279,323 | -8.14 | 279,711 | -17.70 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 3,066 | 1.15 | 670 | -9.34 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 3,612 | 5.15 | 790 | -5.85 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 1,505 | -9.17 | 329 | -18.56 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 70 | 20.69 | 15 | 7.14 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 608 | -17.39 | 132 | -26.26 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 2,510 | 15.46 | 549 | 3.40 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 81,210 | -0.43 | 17,756 | -10.79 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 2,011 | -84.94 | 440 | -86.53 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 5,615 | 8.65 | 1,228 | -2.70 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 428,392 | 16.89 | 93,217 | 4.51 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 1,027 | 2.09 | 218 | -1.36 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 105,530 | 2.51 | 23,794 | 6.57 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 598,381 | 0.42 | 130,830 | -10.02 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 106,302 | 15.91 | 23,242 | 3.85 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 403,247 | 11.58 | 88,113 | -0.09 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 621 | 5.25 | 136 | -5.59 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,200 | -15.97 | 700 | -24.76 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 25,807 | -0.85 | 5,642 | -11.16 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 171 | -33.20 | 37 | -40.32 | ||||
| 2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 20,600 | 4.04 | 4,504 | -6.79 | |||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 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 | 4,188 | 1,022 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 4,117 | 4.84 | 900 | -6.05 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 11,900 | -15.00 | 2,602 | -23.86 | |||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 花旗集团 | 487,792 | -15.17 | 106,651 | -23.99 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,289 | 1.34 | 282 | -9.35 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 257 | 1.98 | 56 | -8.20 | ||||
| 2025-05-27 | NP | FELC - 富达增强型大盘核心 ETF | 138,472 | 152.44 | 33,791 | 190.03 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 35 | 2.94 | 0 | |||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 86,785 | 4.75 | 18,973 | -6.15 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 14,111 | -10.84 | 3,085 | -20.12 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 8,094 | 1,770 | ||||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 33,963 | 5.03 | 7,936 | 3.19 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 2,758 | -0.61 | 656 | 1.24 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 2,000 | -41.09 | 437 | -47.22 | ||||
| 2025-08-14 | 13F | 安盛公司 | 189,785 | -3.97 | 41,495 | -13.96 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 267,098 | -1.69 | 58,398 | -11.92 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 7,901 | 2.93 | 1,727 | -7.79 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 81 | 0.00 | 18 | -10.53 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 46,203 | -2.44 | 10,796 | -4.16 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 206 | 0.00 | 45 | -10.00 | ||||
| 2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 1,520 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | C2C财富管理有限责任公司 | 2,580 | 0.00 | 564 | -10.33 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 57,148 | 88.89 | 12,495 | 69.23 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 3,321 | 2.41 | 726 | -8.22 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 600,223 | -10.02 | 131 | -19.14 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 990 | -1.59 | 216 | -11.84 | ||||
| 2025-08-12 | 13F | 联合银行 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 51,459 | -49.37 | 11,251 | -54.64 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 2,202 | 0.00 | 481 | -10.43 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 4,586 | 1,003 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,987 | 24.93 | 653 | 12.01 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 13 | -43.48 | 3 | -60.00 | ||||
| 2025-07-15 | 13F | 日本生命保险公司 | 2,622,700 | 0.00 | 573 | -10.47 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 3,913 | 3.44 | 856 | -7.37 | ||||
| 2025-08-14 | 13F | 道富银行 | 21,441,578 | -0.23 | 4,687,987 | -10.61 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 651 | -5.92 | 142 | -15.48 | ||||
| 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 | 172,178 | -1.03 | 37,645 | -11.33 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 168,634 | -18.09 | 36,870 | -26.61 | ||||
| 2025-03-31 | NP | FBLEX - 富达系列选股大盘价值基金 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 | 11,400 | 0.00 | 2,472 | -0.60 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 946 | -53.12 | 0 | |||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 546,655 | 28.07 | 119,521 | 14.74 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,545 | 0.00 | 338 | -10.61 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 337,595 | -10.03 | 73,733 | -19.39 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 257,297 | -6.28 | 56,255 | -16.03 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 7,403 | 0.68 | 1,619 | -9.81 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 104,023 | 21.18 | 24,306 | 19.05 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,089 | 112.28 | 254 | 108.20 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 14,332 | 52.91 | 3,231 | 59.01 | ||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 2,590 | 0.15 | 566 | -10.30 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 12 | 200.00 | 3 | |||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 116 | 24.73 | 25 | 13.64 | ||||
| 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 | 1,273 | 31.24 | 278 | 17.80 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 8,234 | 1,800 | ||||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 18,526 | 1.75 | 4,051 | -4.80 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 301,626 | -0.69 | 65,245 | -11.38 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 14,914 | -30.44 | 3,261 | -37.68 | ||||
| 2025-06-05 | NP | GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票 | 19,595 | 0.00 | 4,418 | 3.98 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 206 | 0.00 | 45 | -10.00 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 7,000 | 0.00 | 1,578 | 3.95 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 18,615 | 15.99 | 4,070 | 3.91 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 465 | -88.85 | 92 | -10.78 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 14,360 | 5.84 | 3,505 | 21.58 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | 智能理财策略 | 189 | 0.00 | 41 | -10.87 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 716 | 0.00 | 167 | -1.76 | ||||
| 2025-06-05 | NP | RESGX - 负责任的 ESG 美国股票投资组合 | 614 | 0.00 | 138 | 3.76 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 75,936 | 6.38 | 17,743 | 4.51 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 5,465 | -0.24 | 1,195 | -10.63 | ||||
| 2025-08-01 | 13F | 克莱德资本合伙公司 | 360,629 | 78,848 | ||||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 15,650 | 0.00 | 3,819 | 14.89 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 160 | -1.23 | 35 | -12.82 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 7,503 | 8.21 | 1,753 | 6.31 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 32 | 7 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 2,020 | -23.86 | 442 | -31.84 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 168,162 | -14.01 | 39,293 | -15.52 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 1,470 | 2.51 | 321 | -8.02 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 85 | 0.00 | 19 | -10.00 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 855 | 0.00 | 187 | -10.58 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 16,632 | 0.51 | 3,886 | -1.25 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 890 | -18.80 | 369 | -29.64 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 1,341,359 | 79.32 | 293,275 | 60.67 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 33,573 | 1.86 | 7,570 | 5.89 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 178,626 | -1.19 | 40,275 | 2.73 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 4,854 | -1.86 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 178 | 4.09 | 39 | -7.32 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 45,615 | 153.19 | 9,973 | 126.87 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 10,241 | -14.34 | 2,239 | -23.24 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 795 | 65.62 | 174 | 47.86 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 635 | -4.37 | 139 | -14.81 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 13,635 | -0.19 | 2,981 | -10.56 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,028 | 0.00 | 225 | -10.40 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 1,212 | -1.46 | 0 | |||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 7,737 | -1.23 | 1,657 | -9.30 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 18,374 | 3.41 | 4,017 | -7.34 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 5,662 | -2.85 | 1,238 | -13.01 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 6,444 | 0.00 | 1,409 | -10.43 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 4,556 | 0.42 | 996 | -10.03 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 405 | 21.26 | 89 | 8.64 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 114 | 200.00 | 25 | 166.67 | ||||
| 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 | 1,617 | 3.79 | 354 | -7.11 | ||||
| 2025-06-26 | NP | FigX - 富达系列国际成长基金 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 | 1,455,715 | 7.50 | 328,220 | 11.75 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 32,857 | 1.25 | 7,184 | -9.28 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 30 | -30.23 | 7 | -40.00 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 73,902 | 7.32 | 16,158 | -3.84 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 372 | 0.00 | 81 | -10.00 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 2,159 | -16.54 | 472 | -25.20 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 307,758 | -18.21 | 67,288 | -26.72 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 192,480 | -5.08 | 42,084 | -14.96 | ||||
| 2025-07-09 | 13F | 卡恩斯联合有限责任公司 | 2,860 | 0.00 | 625 | -10.33 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 266 | 58 | ||||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 31,345 | 6,853 | ||||||
| 2025-04-11 | 13F | 第一平权金融网络 | 1,446 | -12.36 | 353 | 0.57 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 1,566 | 0.00 | 0 | |||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 1,355,400 | 3.85 | 296,345 | -6.95 | ||||
| 2025-05-28 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 6,700 | 0.00 | 1,465 | -10.46 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 289 | 0.00 | 63 | -10.00 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 157 | 0.64 | 34 | -10.53 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 164 | 0.00 | 0 | |||||
| 2025-08-26 | NP | 贝莱德 ESG 资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133,977 | -14.04 | 29,293 | -22.98 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 59,113 | -1.48 | 12,925 | -11.73 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,466 | 556 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 3,800 | 831 | |||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 13,900 | 23.01 | 3,039 | 10.23 | |||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 7,518 | -14.40 | 1,644 | -23.33 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 96,609 | 21,123 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 4,600 | 1,006 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 3,400 | 240.00 | 743 | 204.51 | |||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,700 | -26.63 | 590 | -34.30 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 2,051 | -0.77 | 448 | -11.11 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 293,388 | -7.18 | 66,150 | -3.50 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 1,600 | 0.00 | 350 | -10.51 | ||||
| 2025-08-13 | 13F | 第1832章 | 14,343 | -37.47 | 3,136 | -43.99 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 1,102 | 0.00 | 241 | -10.45 | ||||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 3,987 | -6.91 | 899 | -3.23 | ||||
| 2025-06-10 | 13F | Birchbrook公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 7,558 | 12.10 | 1,704 | 16.55 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 286,867 | -1.52 | 62,721 | -11.76 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 165 | -28.26 | 36 | -35.71 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 94,685 | 8.46 | 20,702 | -2.82 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,346 | 5.25 | 548 | 3.40 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 112 | -28.66 | 24 | -25.00 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 1,580 | -0.63 | 345 | -11.08 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 5,336 | -19.10 | 1,162 | -27.65 | ||||
| 2025-05-05 | 13F | 恩瓦姆有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 10,054 | -38.50 | 2,198 | -44.90 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 5,724 | 0.00 | 1,251 | -10.39 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 79,400 | 0.00 | 17,360 | -10.40 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 743 | -8.04 | 174 | -9.90 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 38 | 8 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 5,665 | -4.24 | 1 | 0.00 | ||||
| 2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 5,527 | -1.78 | 1,208 | -12.02 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 42,176 | 1,031.33 | 9,221 | 914.41 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 21,127 | 17.71 | 4,619 | 5.48 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 34,920 | -12.08 | 7,635 | -21.23 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 8,653 | 0.34 | 1,892 | -10.12 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 139 | 0.00 | 31 | -11.76 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 | 32,049 | 12,875.30 | 7,226 | 13,533.96 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 62,069 | 72.23 | 13,582 | 55.45 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 37,581 | 0.63 | 8,217 | -9.84 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,864 | 1.99 | 699 | 17.11 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 9,406 | -0.14 | 2,057 | -10.53 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 2 | 0.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 663 | 0.00 | 145 | -10.56 | ||||
| 2025-08-27 | NP | APHNX - Artisan Select 股票基金机构股票 | 9,181 | 6.67 | 2,007 | -4.43 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 8,658 | 5.74 | 2,023 | 3.90 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 412,869 | -1.68 | 96,471 | -3.41 | ||||
| 2025-05-20 | 13F | 富通资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 采石场LP | 1,297 | 48.23 | 284 | 32.86 | ||||
| 2025-04-24 | 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 | 4,156 | -83.86 | 988 | -83.55 | ||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 520,346 | 23.57 | 113,768 | 10.71 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 23,814 | 134.30 | 5,207 | 109.92 | ||||
| 2025-08-22 | NP | 三洲公司 | 71,988 | -1.11 | 15,739 | -11.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 23,494 | -3.65 | 5,137 | -13.68 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 4,689 | 44.06 | 1,025 | 29.09 | ||||
| 2025-05-02 | 13F | 私人资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 1,623 | 7.70 | 355 | -3.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 4,559 | -2.31 | 997 | -12.48 | ||||
| 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 | 21,032 | -0.92 | 4,598 | -11.24 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 690 | -7.88 | 0 | |||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 219 | -5.60 | 48 | -16.07 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 12,479 | -1.32 | 2,728 | -11.60 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 9,700 | -3.00 | 2,121 | -13.11 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 18 | -28.00 | 4 | -40.00 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 68,584 | -0.52 | 14,995 | -10.87 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 3,816 | 0.00 | 892 | -1.76 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18 | 20.00 | 4 | 33.33 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 567,020 | -33.49 | 123,973 | -40.41 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 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 | 281,573 | 0.36 | 65,792 | -1.41 | ||||
| 2025-05-15 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 950 | -35.94 | 208 | -42.66 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 8,333 | 3.44 | 1,822 | -7.33 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 67 | 6.35 | 15 | 15.38 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 6,685 | 9.11 | 1,462 | -2.27 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 68 | 6.25 | 15 | 15.38 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 42 | 0.00 | 9 | 0.00 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 9,172 | 7.78 | 2,005 | -3.42 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 1,326 | -0.75 | 310 | -2.52 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 9,855 | 3.31 | 2,155 | -7.43 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF 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 | 25,393 | 16.80 | 5,552 | 4.64 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 2,412 | -87.40 | 527 | -88.72 |
