机构投资人持股和股东
Microsoft Corporation (IT:1MSFT) 有 8308 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 6,243,393,524 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Fmr Llc, Geode Capital Management, Llc, Jpmorgan Chase & Co, Price T Rowe Associates Inc /md/, and Morgan Stanley .
Microsoft Corporation (BIT:1MSFT)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 8, 2025 is 426.25 / share. Previously, on September 9, 2024, the share price was 366.15 / share. This represents an increase of 16.41% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 13,990 | -0.77 | 6,959 | 31.48 | ||||
| 2025-08-04 | 13F | REDW 财富有限责任公司 | 3,136 | -2.43 | 1,560 | 29.27 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 16,132 | 2.30 | 8,024 | 35.56 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 4,226 | -15.98 | 2,102 | 11.33 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 15,032 | 13.87 | 6,920 | 32.06 | ||||
| 2025-07-15 | 13F | 鼓山资本有限责任公司 | 4,613 | 0.00 | 2,295 | 32.52 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 46,176 | -0.02 | 22,968 | 32.48 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 29,287 | -10.20 | 12,156 | -8.27 | ||||
| 2025-08-26 | NP | Ivy可变保险投资组合 - Ivy VIP资产策略II级 | 41,046 | -2.42 | 20,417 | 29.29 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 1,695 | 865 | ||||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 5,538 | 6.48 | 2,755 | 41.09 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 7,455 | -7.00 | 3,708 | 23.23 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 129,294 | 1.44 | 64,312 | 34.41 | ||||
| 2025-08-05 | 13F | 马歇尔金融集团公司 /adv | 1,092 | 0.00 | 543 | 32.76 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 20,880 | 0.30 | 10,386 | 32.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 567,798 | -8.59 | 282,428 | 21.12 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 49,849 | 1.79 | 25 | 33.33 | ||||
| 2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 1,085,000 | -29.18 | 499,491 | -23.01 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 35,478 | 3.59 | 17,647 | 37.27 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 14,630 | -8.90 | 7,638 | 8.40 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 67,452 | -15.96 | 33,551 | 11.35 | ||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 9,400 | -4.08 | 3,715 | -8.66 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 41,939 | 8.19 | 20,861 | 43.35 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 15,422 | 7.43 | 7,671 | 42.37 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 365 | -17.05 | 182 | 9.70 | ||||
| 2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 9,600 | 0.00 | 3,794 | -4.77 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 16,447 | 5.57 | 8,181 | 39.89 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 5,186 | 2,186 | ||||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 5,784 | 5.41 | 2,877 | 39.73 | ||||
| 2025-06-24 | NP | FCUPX - MainStay PineStone 美国 P 类股票基金 | 127,377 | 0.71 | 50,347 | -4.09 | ||||
| 2025-07-17 | 13F | 伦帕特资产管理公司 | 65,655 | -4.96 | 32,657 | 25.93 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 93,159 | 2.88 | 46,338 | 36.33 | ||||
| 2025-07-09 | 13F | 太平洋资本财富顾问公司 | 4,516 | -28.28 | 2,248 | -4.91 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid 财富顾问有限公司 | 1,842 | 0.00 | 931 | 34.73 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 356,342 | 10.74 | 164,046 | 28.42 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 3,935 | 0.05 | 1,957 | 32.59 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 9,087 | -0.81 | 4,520 | 31.44 | ||||
| 2025-08-27 | NP | BEGIX - Sterling Capital 机构类别股票收益基金 | 137,825 | -12.26 | 68,556 | 16.26 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 115,732 | 1.58 | 57,566 | 34.59 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 15,707 | 0.82 | 7,813 | 33.58 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 3,931 | 13.06 | 1,955 | 49.81 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 95,730 | -0.53 | 47,617 | 31.80 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 13,992 | -0.69 | 6,960 | 31.59 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 3,469 | -1.64 | 1,726 | 30.29 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 931 | 7.38 | 463 | 42.46 | ||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 145,753 | 11.40 | 72,499 | 47.61 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 68,073 | -3.18 | 33,860 | 28.30 | ||||
| 2025-05-15 | 13F | 阿纳托尔投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 48,462 | -2.18 | 26 | 38.89 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 1,276 | -0.39 | 635 | 32.08 | ||||
| 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 | 235,210 | -34.29 | 116,996 | -12.94 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 247,956 | -3.34 | 123,336 | 28.08 | ||||
| 2025-08-14 | 13F | 拉戈达投资管理有限公司 | 1,275 | 0.00 | 634 | 32.64 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 85,875 | -2.51 | 42,715 | 29.17 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 4,174 | 10.02 | 2,076 | 45.79 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 4,692 | 3.05 | 2,334 | 36.57 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 6,403 | 4.25 | 3,185 | 38.13 | ||||
| 2025-05-05 | 13F | 圣约资产管理有限责任公司 | Put | 3,754 | 791.45 | |||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 6,893 | 20.76 | 3,173 | 40.03 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 434,400 | -1.38 | 216,075 | 30.67 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 49 | 0.00 | 23 | 15.79 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 55,273 | 23.09 | 27,493 | 63.11 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 31,425 | -1.55 | 15,631 | 30.45 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 8,262 | -0.52 | 4,109 | 31.83 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 47,530 | -14.27 | 23,642 | 13.60 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 304 | 140 | ||||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 3,018 | 0.20 | 1,501 | 32.83 | ||||
| 2025-08-13 | 13F | 米罗娃 | 78,330 | 15.50 | 38,962 | 53.04 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 640 | -13.51 | 318 | 14.80 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 15,949 | 2.20 | 8,543 | 39.94 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 25,100 | -2.75 | 12,485 | 28.87 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 2,835 | 9.25 | 1,410 | 44.76 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 314,316 | -1.89 | 156,344 | 30.00 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 24,064 | -2.23 | 11,970 | 29.55 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 282,276 | -2.48 | 140,407 | 29.21 | ||||
| 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 | 317 | 8.56 | 146 | 26.09 | ||||
| 2025-07-11 | 13F | 沃特弗格森金融公司 | 2,661 | 7.47 | 1,323 | 42.41 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 73 | 386.67 | 36 | 620.00 | ||||
| 2025-08-14 | 13F | 凯姆奈咨询服务公司 | 33,648 | -11.00 | 16,737 | 17.93 | ||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 5,157 | -9.51 | 2,038 | -13.83 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 3,130 | -1.97 | 1,557 | 29.88 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 8,344 | -12.11 | 4,150 | 16.47 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 4,328 | 0.02 | 2,153 | 32.51 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 8,029 | -2.43 | 3,994 | 29.27 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 44,632 | -24.56 | 22,200 | -0.04 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | Put | 213 | 6 | |||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 4,613 | 2.19 | 2,295 | 229,300.00 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 100,953 | -0.42 | 50,215 | 31.95 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 172,946 | -1.04 | 64,922 | -11.86 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 30,961 | 18.57 | 15,400 | 57.11 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 17,236 | -97.71 | 8,573 | -96.97 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 28,919 | -10.33 | 14,384 | 18.82 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 690 | 0.00 | 273 | -4.90 | ||||
| 2025-07-02 | 13F | 登特集团有限责任公司 | 429 | 213 | ||||||
| 2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 52,787 | -2.25 | 26,257 | 29.52 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 90,351 | -0.65 | 44,942 | 31.65 | ||||
| 2025-08-25 | NP | 美国基金保险系列-新世界基金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 | 165,597 | -5.09 | 82,370 | 25.76 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 15,415 | 49.91 | 7,668 | 98.63 | ||||
| 2025-08-06 | 13F | 联合通信系统公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | BCGDX - 蓝色当前全球股息基金机构类别 | 5,420 | 0.00 | 2,495 | 15.99 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 275,263 | 49.15 | 136,919 | 97.64 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 196,864 | 0.04 | 97,922 | 32.56 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 152,792 | -2.42 | 76,000 | 29.29 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 11,706 | 11.73 | 5,823 | 48.03 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 17,294 | 1.16 | 8,602 | 34.05 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 23,101 | 0.82 | 11,491 | 33.59 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 39,559 | -0.06 | 19,677 | 32.43 | ||||
| 2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 329,710 | 9.24 | 164,001 | 44.75 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 1,266,324 | -2.82 | 629,882 | 28.77 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 1,729 | 57.18 | 683 | 49.78 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 69,599 | 7.83 | 34,619 | 42.88 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 3,857 | -30.19 | 1,776 | -22.96 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 19,359 | -2.46 | 9,629 | 29.25 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 42,743 | 9.40 | 21,260 | 44.96 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 8,376 | -0.99 | 4,166 | 31.21 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 12,302 | -0.77 | 6,119 | 31.51 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 4,004 | -59.63 | 2 | -66.67 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 8,183 | 14.67 | 4,070 | 51.98 | ||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 2,809 | -3.60 | 1,383 | 26.33 | ||||
| 2025-07-29 | NP | INVNX - 进化树创新者基金 | 4,815 | -25.12 | 2,217 | -13.17 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 91,929 | -0.79 | 46 | 32.35 | ||||
| 2025-03-28 | NP | HTECX - 轩尼诗科技基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 4,775 | 0.91 | 2,375 | 33.73 | ||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 79,583 | 0.62 | 41,546 | 39.93 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 6,547,814 | 4.10 | 2,588,089 | -0.86 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 1,219 | 7.50 | 606 | 37.10 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 4,567 | -1.08 | 2,272 | 31.04 | ||||
| 2025-07-28 | 13F | ForthRight 财富管理有限责任公司 | 2,142 | 0.00 | 1,066 | 32.46 | ||||
| 2025-07-30 | 13F | 桑德资本顾问公司 | 218,575 | -3.39 | 109 | 28.57 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 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 | 315 | 1.61 | 157 | 34.48 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 127,728 | -3.51 | 63,533 | 27.85 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 43,867 | 10.14 | 21,820 | 49.34 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 707 | -5.10 | 351 | 25.81 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 18,315 | -0.93 | 9,110 | 31.29 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 21,807,466 | 13.95 | 10,847,252 | 51.00 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 172,872 | -11.51 | 85,988 | 17.25 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 82,899 | -6.10 | 41 | 24.24 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 315 | 0.00 | 118 | -10.61 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 1,974,394 | -0.05 | 982,083 | 32.44 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 36,708 | -0.52 | 18,259 | 31.82 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 24,526 | 0.31 | 12,199 | 32.93 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 46,908 | 0.16 | 23,333 | 32.71 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,326 | -11.07 | 610 | 3.21 | ||||
| 2025-07-02 | 13F | 波士顿标准财富管理有限公司 | 1,535 | 11.88 | 763 | 24.47 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 3,412 | -5.43 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 38,275 | 1.24 | 19,039 | 34.16 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 486,353 | 0.00 | 241,917 | 32.50 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 48,131 | -0.60 | 24 | 27.78 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 312,543 | -7.48 | 155 | 23.02 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 18,651 | 930.44 | 9,277 | 1,266.27 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 2,685 | 13.53 | 1,336 | 50.51 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 1,305,088 | 0.00 | 649,164 | 32.50 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 28,220 | -4.58 | 14,037 | 26.43 | ||||
| 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 | 1,477,941 | -0.08 | 735,143 | 32.40 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 5,068 | 197.94 | 2,333 | 245.63 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 675,603 | 27.34 | 336,052 | 68.74 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 28 | 0.00 | 13 | 9.09 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 7,914 | -0.68 | 3,937 | 31.59 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 115,318 | 45.04 | 57,360 | 92.19 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 2,872,812 | -6.21 | 1,428,965 | 24.27 | ||||
| 2025-08-29 | NP | JORNX - 骏利亨德森全球精选基金 T 类 | 319,497 | -1.94 | 158,921 | 29.94 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 53,555 | -1.53 | 26,639 | 30.48 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 69,284 | -3.20 | 34,463 | 28.26 | ||||
| 2025-08-14 | 13F | 财富高治理资本有限公司 | 37,200 | 18,504 | ||||||
| 2025-07-23 | 13F | 莱迪思资本管理有限公司 | 12,300 | -72.30 | 6,118 | -63.30 | ||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 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 | 6,915 | -9.26 | 3,183 | 5.22 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 5,306 | 4.35 | 2,639 | 38.31 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 17,148 | -2.20 | 8,530 | 29.60 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 1,500 | -48.28 | 746 | -31.43 | |||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 110,758 | -14.19 | 55,092 | 13.70 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 17,332 | 2.43 | 8,622 | 35.72 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 5,000 | -12.28 | 2,487 | 16.27 | |||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 5,017 | 2.64 | 2,495 | 36.04 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 28,102 | 13,978 | ||||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 3,211 | 67.33 | 1,478 | 94.22 | ||||
| 2025-06-25 | NP | VVPLX - Vulcan Value Partners 基金投资者类别股票 | 60,589 | 17.22 | 23,948 | 11.62 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 9,900 | 219.35 | 4,924 | 323.39 | |||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 13,911 | -16.87 | 6,919 | 10.16 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 4,200 | 2,089 | |||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 83,306 | 10.67 | 41,437 | 46.65 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 72,231 | -0.33 | 35,928 | 32.06 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 32,615 | -0.44 | 16,223 | 31.92 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 36,773 | 37.98 | 18,291 | 82.84 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 12,210 | 6.50 | 6,073 | 41.13 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 4,275 | 0.78 | 2,127 | 33.54 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 10,760 | -1.46 | 5,352 | 30.58 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 33,336 | -3.22 | 16,582 | 28.25 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 34,675 | -15.82 | 17,248 | 11.54 | ||||
| 2025-08-28 | NP | Acap战略基金 | 790,466 | 0.00 | 393,186 | 32.50 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 61,639 | -0.05 | 30,660 | 32.44 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 8,117 | 0.43 | 4,038 | 33.06 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 18,972 | 1.47 | 9,437 | 34.44 | ||||
| 2025-07-23 | 13F | 聚焦投资者有限责任公司 | 316,700 | -2.10 | 157,530 | 29.72 | ||||
| 2025-08-12 | 13F | 联合银行 | 434,241 | -1.11 | 215,996 | 31.04 | ||||
| 2025-08-25 | NP | ARVR - First Trust Indxx Metaverse ETF | 138 | -50.00 | 69 | -33.98 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 15,448 | 0.38 | 7,684 | 33.01 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 298,104 | -0.89 | 148 | 32.14 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 恩子财富 | 1,771 | 0.17 | 891 | 30.26 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 79,821 | 1.36 | 39,729 | 29.19 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 3,758 | -89.96 | 1,869 | -86.70 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 17,746 | 2.54 | 8,827 | 35.87 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 20,756 | 6.39 | 10,324 | 36.47 | ||||
| 2025-08-14 | 13F | 克拉尔顾问有限责任公司 | 52,345 | -6.40 | 26,037 | 24.03 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 243,482 | -5.10 | 121,110 | 25.75 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 25,329 | -3.46 | 12,599 | 27.91 | ||||
| 2025-07-09 | 13F | 创业板资产管理有限公司 | 11,575 | -0.55 | 5,761 | 29.52 | ||||
| 2025-08-14 | 13F | MSA 顾问有限责任公司 | 38,640 | -4.45 | 19,220 | 26.61 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 1,611 | 801 | ||||||
| 2025-07-16 | 13F | 第一美国银行 | 199,356 | 0.10 | 99,162 | 32.63 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 3,408 | 0.12 | 1,696 | 32.63 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 15,808 | -0.71 | 7,863 | 31.58 | ||||
| 2025-07-29 | NP | MEFOX - 米汉焦点基金 | 30,060 | 0.00 | 13,838 | 15.96 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 639,230 | -6.32 | 317,959 | 24.12 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 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 | 757,465 | 0.00 | 299,396 | -4.77 | ||||
| 2025-07-25 | 13F | G2 资本管理有限公司 / 哦 | 2,805 | -0.14 | 1,395 | 32.35 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 896 | 0.00 | 446 | 32.44 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 20,570 | -4.03 | 10,232 | 27.16 | ||||
| 2025-05-06 | 13F | 热那亚资本资产管理有限公司 | 49,456 | 104.63 | 15,616 | 89.73 | ||||
| 2025-07-16 | 13F | 重新平衡有限公司 | 4,009 | -0.07 | 1,994 | 32.40 | ||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,946 | -15.86 | 1,560 | -19.89 | ||||
| 2025-07-28 | 13F | 风车山资产管理有限公司 | 12,163 | 0.00 | 6,050 | 32.51 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 1,473,527 | 8.11 | 733,046 | 43.26 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 154,179 | -5.33 | 60,941 | -9.85 | ||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 11,572 | -1.54 | 5,756 | 30.47 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 54,522 | -0.42 | 27 | 35.00 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 25,561 | 4.51 | 9,595 | -6.93 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 62,121 | -4.30 | 6,126 | 3.43 | ||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 596,102 | 24.04 | 296,507 | 64.35 | ||||
| 2025-05-09 | 13F | Privium 基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 535,307 | -2.72 | 266,267 | 28.90 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 16,209 | 1.10 | 8,063 | 16.07 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 48,026 | 1,700.75 | 22,109 | 1,989.70 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 252,125 | 0.00 | 116,068 | 15.96 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 81,794 | -3.29 | 40,685 | 28.15 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 496,219 | -22.85 | 246,824 | 2.23 | ||||
| 2025-05-14 | 13F | 直线集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 3,560 | 11.60 | 1,771 | 47.87 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 1,959,879 | 0.83 | 974,811 | 33.60 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 2,222 | -19.02 | 1,105 | 7.28 | ||||
| 2025-07-09 | 13F | 遗产财富建筑师有限公司 | 563 | 280 | ||||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 5,230 | 11.54 | 2,601 | 47.78 | ||||
| 2025-07-28 | 13F | 指南针咨询集团有限责任公司 | 1,470 | 5.15 | 731 | 39.50 | ||||
| 2025-08-14 | 13F | Nwi 管理有限公司 | 57,100 | -9.94 | 28 | 21.74 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 198,302 | 3.62 | 91,290 | 20.16 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 7,264 | 1.51 | 3,613 | 34.51 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 7,635 | 4.82 | 3,798 | 38.88 | ||||
| 2025-08-05 | 13F | 明智金钱有限责任公司 | 2,701 | 0.00 | 1,343 | 32.58 | ||||
| 2025-08-12 | 13F/A | 卡斯特兰集团有限责任公司 | 3,200 | -91.70 | 1,592 | -89.01 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 11,022,345 | 4.46 | 5,482,424 | 38.40 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 5,422 | 4.94 | 2,112 | -3.08 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 5,100 | 0.00 | 2,348 | 15.96 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 59,497 | 2.82 | 29,595 | 36.25 | ||||
| 2025-08-11 | 13F | 管理资产投资组合有限公司 | 90,326 | -0.74 | 44,929 | 31.53 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 58,299 | -2.42 | 28,999 | 29.31 | ||||
| 2025-08-08 | NP | TANDX - Castle Tandem 机构基金 | 2,200 | 0.00 | 1,094 | 32.61 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 27,824 | 406.17 | 13,840 | 114.29 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 184,824 | -7.06 | 85,086 | 7.78 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 16,746 | 1.64 | 8,329 | 34.69 | ||||
| 2025-07-31 | 13F | 奥尔投资有限责任公司 | 2,193 | 0.00 | 1,091 | 25.87 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 25 | -99.99 | 12 | -99.98 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 2,091,104 | -18.67 | 1,040,136 | 7.76 | ||||
| 2025-08-13 | 13F | 克拉贝尔资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 12,563 | -2.87 | 4,966 | -7.51 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 1,387,700 | 27.35 | 690,048 | 68.79 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 440,200 | 35.28 | 218,894 | 79.30 | |||
| 2025-08-14 | 13F | 猫头鹰溪资产管理有限合伙人 | 37,053 | 18,431 | ||||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 10,413 | 0.77 | 5,180 | 33.55 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 48,093 | 0.00 | 23,922 | 32.50 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 86,153 | -2.75 | 34,053 | -7.39 | ||||
| 2025-08-25 | NP | SKYY - 第一信托云计算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 | 290,637 | -18.38 | 144,566 | 8.15 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 1,087,346 | 2.92 | 500,571 | 19.35 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 76,729 | -0.81 | 38 | 31.03 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 27 | 0.00 | 12 | 20.00 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 5,352 | 21.11 | 2,662 | 60.55 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 18,964 | 1.15 | 9,433 | 34.03 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 4,525,800 | 49.56 | 2,251,178 | 98.17 | |||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 3,250 | -2.43 | 1,617 | 29.28 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 6,747,100 | 61.35 | 3,356,075 | 113.80 | |||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 788,579 | 392,247 | ||||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 5,506 | -34.04 | 2,535 | -23.54 | ||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 299,613 | -6.71 | 149,031 | 23.62 | ||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 6,462 | 15.19 | 3,215 | 52.68 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 3,551,280 | -1.30 | 1,766 | 30.81 | ||||
| 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 | 791,275 | 10.14 | 364,271 | 27.72 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 250,915 | 2.00 | 99,177 | -2.87 | ||||
| 2025-08-13 | 13F | 美国联合证券公司（d/b/a 无人机资产管理） | 123,970 | 4.77 | 61,664 | 38.83 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 171,774 | -1.50 | 85,442 | 30.52 | ||||
| 2025-08-14 | 13F | 恩典与慈悲基金会有限公司 | 118,530 | -8.28 | 58,958 | 21.54 | ||||
| 2025-08-05 | 13F | 瑞瑞维资本有限公司 | 471 | 234 | ||||||
| 2025-08-14 | 13F | 家族办公室研究有限责任公司 | 1,792 | 1.88 | 892 | 35.00 | ||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 791 | -2.22 | 389 | 23.49 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 22,314 | -1.62 | 11,099 | 16.10 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 13,664,645 | -0.02 | 6,796,931 | 32.48 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 29,424,501 | 1.65 | 14,635,156 | 33.48 | ||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 10,721 | 1.54 | 5,333 | 34.54 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 1,847 | -27.68 | 919 | -4.18 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 34,403 | -4.81 | 17,112 | 26.14 | ||||
| 2025-08-26 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 56,056 | 7.84 | 27,883 | 42.89 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 75,123 | -1.72 | 37,367 | 30.23 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 48,649 | -0.27 | 24 | 33.33 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 965 | 0.00 | 480 | 32.60 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 82,917 | 0.84 | 41,351 | 33.96 | ||||
| 2025-07-14 | 13F | 更好财富有限责任公司 | 2,053 | -1.25 | 1,021 | 30.90 | ||||
| 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 | 8,981,839 | -7.35 | 4,467,657 | 22.76 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 74,016 | -2.57 | 37 | -99.87 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 206,000 | 102,466 | |||||
| 2025-08-19 | 13F | Marex 集团 | 43,200 | 21,487 | ||||||
| 2025-08-19 | 13F | Marex 集团 | Call | 203,300 | 101,123 | |||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 895 | 445 | ||||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 14,207 | 2.39 | 7,067 | 35.68 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 9,352 | 7.87 | 4,652 | 42.93 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 32,728 | -0.73 | 16,279 | 31.54 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 75,928 | 0.00 | 37,767 | 32.51 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 72,759 | 0.24 | 36,191 | 32.82 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 124,005 | -1.43 | 61,681 | 30.61 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 38,086 | 3.01 | 18,944 | 36.49 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 15,776 | 0.45 | 7,847 | 33.11 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 67,917 | -0.34 | 33,783 | 32.05 | ||||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 47,500 | -5.00 | 18,775 | -9.54 | ||||
| 2025-06-26 | NP | FIFNX - 富达创始人基金 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 | 29,270 | 13.14 | 11,569 | 7.75 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 182,404 | -0.15 | 90,730 | 32.31 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 1,791 | 2.99 | 891 | 36.50 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 138,622 | -8.16 | 54,792 | -12.54 | ||||
| 2025-08-13 | 13F | ESG规划 | 4,656 | 2.40 | 2,316 | 35.70 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 827 | 62.16 | 310 | 44.86 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 34,584 | 8.15 | 17,203 | 43.30 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 92,679 | -17.35 | 46,099 | 9.51 | ||||
| 2025-05-15 | 13F | 全景资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 176,961 | 3.95 | 88,022 | 37.73 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 94,632 | -2.93 | 47,071 | 28.62 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 225,534 | -1.92 | 112,183 | 29.96 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 2,228,627 | 2.29 | 880,887 | -2.59 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 104,880 | 2.76 | 52,168 | 36.16 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 20,938 | -0.58 | 10,415 | 31.72 | ||||
| 2025-07-28 | 13F | 迪克森金融服务公司 | 5,198 | -4.59 | 2,586 | 26.41 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 2,728 | -6.03 | 1 | 0.00 | ||||
| 2025-08-29 | NP | 埃尔斯沃斯成长与收入基金有限公司 | 7,000 | -12.50 | 3,482 | 15.92 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 312,238 | -1.08 | 155,310 | 131,518.64 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 138,211 | -1.03 | 68,748 | 31.14 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 38,456 | 28.71 | 19,128 | 70.54 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 5,883 | -3.62 | 2,926 | 27.72 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 10,787 | 7.49 | 4,966 | 24.65 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 1,089 | -0.91 | 542 | 31.31 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 17,513 | -1.77 | 8,711 | 30.17 | ||||
| 2025-07-22 | 13F | 先驱投资管理有限公司 | 24,300 | -9.14 | 12,080 | 20.50 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 2,822,432 | -4.06 | 1,115,594 | -8.64 | ||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 19,362 | -33.04 | 9,631 | -11.29 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 14,255 | -0.16 | 7,091 | 32.30 | ||||
| 2025-08-15 | 13F | 资产配置策略有限责任公司 | 1,084 | 85.62 | 539 | 146.12 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 16,540 | -0.39 | 8,227 | 31.99 | ||||
| 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 | 830,208 | 0.42 | 328,148 | -4.37 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 1,824 | 0.00 | 907 | 32.60 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 100,649 | 0.42 | 50,064 | 33.07 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 158,050 | -8.95 | 78,615 | 20.64 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 147,282 | 0.79 | 73,260 | 33.55 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 6,860 | -26.70 | 3,412 | -2.88 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 76,230 | 0.97 | 37,918 | 33.79 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 75,097 | -6.45 | 37,354 | 23.96 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 1,330,030 | 1.13 | 525,708 | -3.70 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 1,224,592 | -0.60 | 609,124 | 31.71 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 135,680 | 203.30 | 67,489 | 301.91 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 30,397 | -3.14 | 15,120 | 28.34 | ||||
| 2025-07-30 | 13F | BCK 合作伙伴公司 | 777 | -1.27 | 386 | 30.85 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 71,454 | -85.42 | 35,542 | -80.68 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 17,671 | -32.38 | 8,790 | -10.40 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 204,974 | 0.53 | 101,956 | 32.01 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 51,672 | -4.82 | 26 | 25.00 | ||||
| 2025-05-12 | 13F | 受托家族办公室有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 4,296 | -53.42 | 2,137 | -38.28 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 167,315 | 11.10 | 66,133 | 5.80 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 4,240 | -8.23 | 2,109 | 21.63 | ||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 4,270 | 0.35 | 2,124 | 32.94 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 21,379 | 10,634 | ||||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 23,835 | -7.17 | 11,856 | 23.00 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,217,034 | -0.53 | 605,365 | 31.81 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 14,075 | 0.00 | 6,480 | 15.97 | ||||
| 2025-06-26 | NP | JIJIX - 约翰汉考克国际动态增长基金类别资产净值 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 1,873 | -1.52 | 740 | -6.21 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 158,718 | -2.39 | 78,948 | 29.34 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 18,378 | 1.95 | 9,141 | 35.08 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 7,180 | -55.07 | 3,571 | -40.46 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 81,502 | -0.58 | 40,540 | 31.74 | ||||
| 2025-07-30 | NP | LEXI - Alexis 实用战术 ETF | 1,910 | 3.80 | 879 | 20.41 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 9,139,154 | -0.30 | 4,545,907 | 32.11 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 62,277 | -0.22 | 30,977 | 32.21 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 127,172 | 0.79 | 63,257 | 33.55 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 1,980 | -0.25 | 985 | 32.26 | ||||
| 2025-08-14 | 13F | DC投资管理有限责任公司 | 1,142 | 0.00 | 568 | 32.71 | ||||
| 2025-07-11 | 13F | 斯科特资本顾问有限公司 | 13,236 | -10.87 | 6,664 | 19.56 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 61,368 | 3.52 | 30,525 | 37.17 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 4,176 | -1.93 | 2,077 | 15.77 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 16,946 | 77.32 | 8,429 | 134.99 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 746,460 | 6.95 | 371,297 | 41.72 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 22,418 | 8.82 | 11,151 | 44.20 | ||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 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 | 72,267 | 0.00 | 33,269 | 15.96 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 57,441 | -4.92 | 28,572 | 25.98 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 40,015 | 0.75 | 19,904 | 33.50 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 10,357 | -0.56 | 5,152 | 31.77 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 628,042 | 23.67 | 312,394 | 63.87 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 12,588 | 34.10 | 6,262 | 77.72 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 47,969 | -0.54 | 23,860 | 31.79 | ||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 6,119 | 16.93 | 3,044 | 54.94 | ||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 41,634 | -5.62 | 19,302 | 19.88 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 6,392 | 1.04 | 3,179 | 33.91 | ||||
| 2025-07-23 | 13F | Bluestem 财务顾问有限公司 | 1,867 | -18.90 | 929 | 7.41 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 1,038,244 | 37.93 | 516,433 | 82.76 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 7,073 | -0.90 | 3,518 | 31.32 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 109,138 | 1.07 | 54,286 | 33.92 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 20,868 | 9,607 | ||||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 3,614 | 2.85 | 1,798 | 36.24 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 10,685 | -23.31 | 5,315 | 1.61 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 654,496 | -1.03 | 325,553 | 31.14 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 12,846 | 6.39 | 6,390 | 40.98 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 289,689 | 1.26 | 144,094 | 34.18 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 296,622 | -3.07 | 147,543 | 28.43 | ||||
| 2025-07-25 | 13F | 财富咨询团队有限责任公司 | 1,118 | 556 | ||||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 3,005 | -14.44 | 1,495 | 13.35 | ||||
| 2025-07-10 | 13F | 引导资本财富管理有限责任公司 | 5,405 | 0.39 | 2,688 | 33.00 | ||||
| 2025-07-08 | 13F | Corepath 财富合作伙伴有限公司 | 1,152 | 0.88 | 575 | 37.32 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 12,100 | 0.00 | 6,019 | 32.50 | |||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 89,197 | 8.77 | 35,256 | 3.58 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 1,919 | 954 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 8,960,405 | 6.86 | 4,456,995 | 41.64 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 86,829 | 50.51 | 43,190 | 99.44 | ||||
| 2025-07-25 | 13F | Maestria 合伙公司 | 35,710 | 12.83 | 17,763 | 49.50 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 9,119,660 | -6.52 | 4,536,191 | 23.86 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 62,318 | -35.47 | 30,998 | -14.50 | ||||
| 2025-06-27 | NP | AIBU - Direxion 每日人工智能和大数据牛市 2X 分享 | 1,478 | -23.62 | 584 | -27.27 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 482 | -10.74 | 240 | 18.32 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 1,113,148 | 0.11 | 553,691 | 32.64 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 67,743 | 14.34 | 33,696 | 51.50 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 256,671 | 2.34 | 101,452 | -2.54 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 292 | -16.33 | 134 | -2.90 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Put | 249,800 | 124,253 | |||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 19,701 | -2.42 | 9,799 | 29.31 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 51,044 | 0.13 | 25,390 | 32.68 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 67,708 | -1.54 | 33,679 | 30.47 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 9,881 | 1.87 | 4,915 | 34.88 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Call | 1,249,900 | 621,713 | |||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 260,505 | 75.30 | 129,578 | 132.28 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 71,084 | -12.91 | 36,256 | 18.33 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 18,299 | 0.95 | 9,102 | 33.77 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 3,541 | 0.11 | 1,761 | 32.71 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 198,773 | 0.64 | 98,872 | 33.35 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 55,441 | 3.58 | 27,577 | 37.25 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 17,073 | 132.60 | 7,860 | 169.79 | ||||
| 2025-08-14 | 13F | 40 北管理有限责任公司 | 404,000 | 0.00 | 200,954 | 32.50 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 64,067 | -10.52 | 31,867 | 18.57 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 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 | 7,607 | 11.87 | 3,784 | 48.24 | ||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 2,207 | -9.63 | ||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 2,797 | 0.58 | 1,391 | 28.80 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 46,246 | -0.94 | 23,003 | 31.27 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 128,238 | 0.00 | 63,787 | 32.50 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 42,655 | -1.12 | 16,012 | -11.94 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 468,500 | -1.82 | 233,037 | 30.09 | ||||
| 2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 6,511 | -14.34 | 3,239 | 13.49 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 11,730 | -5.91 | 6 | 25.00 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 11,955 | -9.81 | 5,947 | 19.52 | ||||
| 2025-07-14 | 13F | Buska 财富管理有限责任公司 | 670 | -5.10 | 333 | 26.14 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 10,212 | -2.73 | 5,079 | 28.88 | ||||
| 2025-07-09 | 13F | 帕克赛德顾问有限责任公司 | 6,724 | -0.55 | 3,344 | 31.81 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 24,400 | 0.00 | 12,137 | 32.50 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 31,183 | -0.13 | 15,511 | 32.34 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 36,631 | 4.35 | 18,221 | 38.27 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 17,472 | -0.76 | 8,691 | 31.51 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 19,986 | -17.87 | 10 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 11,924 | -21.64 | 5,931 | 3.85 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 4,807 | 1.46 | 2,391 | 34.48 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 56,658 | 1.68 | 28,182 | 34.73 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 278,742 | 0.85 | 138,649 | 8.96 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 71,474 | -3.99 | 35,552 | 27.22 | ||||
| 2025-07-11 | 13F | 科罗拉多资本管理公司 | 2,839 | 8.44 | 1 | |||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 1,102,336 | -4.74 | 548,313 | 26.22 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 8,456 | 139.34 | 4,206 | 217.19 | ||||
| 2025-08-05 | 13F | 好事达公司 | 14,098 | -94.19 | 7,012 | -92.30 | ||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 51,440 | 4.17 | 25,587 | 38.03 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 113,610 | 8.23 | 52,301 | 25.50 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 73,383 | 13.30 | 36 | 50.00 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 14,009 | 9.81 | 6,968 | 45.51 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 400 | 33.33 | 199 | 76.79 | |||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | Call | 100 | 28 | |||||
| 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 | 761 | 56.26 | 379 | 107.69 | ||||
| 2025-07-16 | 13F | 赛普拉斯基金有限责任公司 | 249,049 | 0.00 | 123,879 | 32.51 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 502,200 | 83.33 | 102,524 | 35.68 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | 2,394 | 1,191 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 61,059 | 0.05 | 30,371 | 32.57 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | Put | 3,800 | 1,890 | |||||
| 2025-08-12 | 13F | Qvr有限公司 | Call | 1,000 | 497 | |||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 7,740 | 0.00 | 3,850 | 32.50 | ||||
| 2025-07-23 | 13F | 彭尼金融有限公司 | 1,736 | 0.00 | 864 | 32.57 | ||||
| 2025-07-31 | 13F | Arrien 投资公司 | 574 | -6.21 | 286 | 24.45 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 14,655 | 1.63 | 7,290 | 34.66 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 10,913 | -0.28 | 5 | 25.00 | ||||
| 2025-07-09 | 13F | Pps&v 资产管理顾问公司 | 840 | -3.78 | 418 | 27.52 | ||||
| 2025-08-13 | 13F | 普通养老金协会 PZU 股份公司 | 48,700 | 62.33 | 24,224 | 115.11 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 11,499 | 4,545 | ||||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 2,949 | 3.36 | 1,484 | 41.87 | ||||
| 2025-08-14 | 13F | 道富银行 | 299,196,519 | 1.07 | 148,823,341 | 33.92 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 592,100 | 89.71 | 295 | 151.28 | ||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 2,099 | -1.08 | 1,044 | 31.16 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 7,243 | -4.47 | 3,603 | 26.56 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 28,175 | -0.65 | 14,015 | 31.65 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 768,887 | -0.76 | 382,452 | 31.49 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 250,522 | -18.79 | 125 | 7.83 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 18,782 | -3.69 | 9,342 | 27.62 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 2,559 | -0.74 | 1,273 | 31.54 | ||||
| 2025-08-22 | NP | FFIDX - 富达基金 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 | 1,369,240 | -5.25 | 681,074 | 25.55 | ||||
| 2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 566,126 | -10.94 | 281,597 | 18.00 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 19,299 | -1.03 | 9,600 | 31.15 | ||||
| 2025-08-08 | 13F | Turn8私人财富公司 | 11,423 | 3.85 | 5,770 | 39.65 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 17,652 | 18.48 | 8,780 | 57.01 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 1,126,960 | -42.57 | 560,561 | -23.90 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 616 | 306 | ||||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 10,862 | 275.20 | 5,348 | 376.14 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 33,764 | 0.80 | 16,794 | 33.57 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 16,698 | 10.42 | 8,281 | 45.89 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 711,857 | 7.64 | 354,085 | 42.62 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 257,679 | -0.86 | 128,172 | 31.37 | ||||
| 2025-07-16 | 13F | Prakash 投资顾问有限公司 | 7,191 | -1.37 | 2,699 | -1.35 | ||||
| 2025-08-28 | NP | PSTKX - PIMCO StocksPLUS 基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 395,654 | 7.88 | 182,143 | 25.11 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 19,630 | 2.30 | 9,764 | 35.55 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 13,767 | 10.44 | 6,848 | 46.33 | ||||
| 2025-08-13 | 13F | 第1832章 | 4,998,629 | 4.92 | 2,486,368 | 39.02 | ||||
| 2025-08-11 | 13F | 花旗集团 | 11,887,072 | -9.66 | 5,912,748 | 19.70 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 格鲁斯有限公司 | 3,000 | -53.85 | 1,492 | -38.85 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 3,295,500 | 118.43 | 1,639,215 | 189.43 | |||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 468,419 | -1.92 | 232,996 | 29.96 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 851,300 | 0.34 | 423,445 | 32.96 | |||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 3,403 | 0.00 | 1,693 | 32.50 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 12,252 | -9.59 | 6,094 | 19.80 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,776,632 | 0.97 | 1,878,535 | 33.79 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 26,118 | 0.00 | 10,323 | -4.77 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 25,609 | 21.23 | 9,614 | 7.96 | ||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 2,974 | -36.99 | 1,117 | -43.89 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 115,239 | -3.52 | 57,321 | 27.85 | ||||
| 2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 35,058 | -1.41 | 16,139 | 14.33 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 14,221 | -0.04 | 7,074 | 32.45 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 46,200 | 71.95 | 22,980 | 127.84 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 13,502 | 4.63 | 6,716 | 38.63 | ||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 2,720 | 0.00 | 1,353 | 32.42 | ||||
| 2025-06-30 | NP | AIM 行业基金（INVESCO 行业基金）- Invesco Oppenheimer Value Fund C 类 | 57,352 | -1.16 | 22,669 | -5.88 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 26,869 | 8.89 | 13,365 | 44.29 | ||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 4,245 | 0.78 | 2,112 | 33.52 | ||||
| 2025-07-22 | 13F | HRC财富管理有限公司 | 2,224 | 9.34 | 1,106 | 44.95 | ||||
| 2025-05-27 | NP | CVRD - 麦迪逊备兑看涨期权 ETF | 4,100 | 0.00 | 1,539 | -10.94 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 491,150 | 0.00 | 244,303 | 32.50 | ||||
| 2025-07-28 | 13F | 刚玉信托公司 | 4,942 | -5.43 | 2,458 | 25.34 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 48,627 | 0.19 | 24,187 | 32.76 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 8,427 | 3.18 | 4,192 | 36.74 | ||||
| 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 | 93,342 | 46,429 | ||||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 101,027 | 0.84 | 50,252 | 33.62 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 1,461 | 6.56 | 1 | |||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 53,869 | 66.52 | 26,795 | 120.65 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 12,420 | 3.57 | 6,573 | 42.12 | ||||
| 2025-08-14 | 13F | 第一威尔希尔证券管理公司 | 4,000 | 0.00 | 1,990 | 32.51 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 1,176 | -29.75 | 585 | -7.01 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 50,351 | 6.94 | 25,046 | 41.70 | ||||
| 2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 62,018 | -2.42 | 30,848 | 29.29 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 15,510 | 1.07 | 7,715 | 33.92 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 24,978 | 1.76 | 12,424 | 34.84 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 18,508 | -0.33 | 9,206 | 153,316.67 | ||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 7 | 0.00 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 21,345 | 7.99 | 10,617 | 43.11 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 14,359 | -0.67 | 7,142 | 31.63 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 4,796 | 11.53 | 2 | 100.00 | ||||
| 2025-07-09 | 13F | 企业银行 | 11,560 | -23.39 | 5,750 | 1.52 | ||||
| 2025-07-24 | 13F | 综合资金管理服务有限公司 | 1,595 | -3.63 | 793 | 27.70 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 35,433 | -16.50 | 17,625 | 10.65 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 1,138 | -31.98 | 566 | -9.87 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 7,157 | -8.13 | 3,560 | 21.72 | ||||
| 2025-07-23 | 13F | 吉尔德投资管理公司 | 6,023 | 0.00 | 2,996 | 32.51 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 23,766 | -3.30 | 11,821 | 28.13 | ||||
| 2025-07-25 | NP | TEMWX - 邓普顿世界基金 A 级 | 412,527 | -4.08 | 189,911 | 11.23 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 84,020 | -0.20 | 41,792 | 32.24 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 168,493 | 34.52 | 77,567 | 55.99 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 6,037 | 0.27 | 3,003 | 32.83 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 42,315 | 0.03 | 21,048 | 32.54 | ||||
| 2025-08-13 | 13F | 标准家族办公室有限责任公司 | 616 | 0.00 | 306 | 32.47 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8,443 | 3.61 | 4,154 | 35.84 | ||||
| 2025-07-17 | 13F | 多普金斯财富管理有限公司 | 2,538 | 0.00 | 1,263 | 32.56 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 47,068 | 4.42 | 23,412 | 38.37 | ||||
| 2025-06-26 | NP | FAGIX - 富达资本和收益基金 | 185,200 | 0.00 | 73,202 | -4.77 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 733,310 | 364,756 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 33,916 | 2.76 | 16,870 | 36.17 | ||||
| 2025-08-13 | 13F | 北方成长管理有限公司 | 21,000 | 0.00 | 10 | 42.86 | ||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 9,977 | 0.00 | 4,962 | 32.50 | ||||
| 2025-07-31 | 13F | 基石管理公司 | 747 | 25.13 | 372 | 65.63 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 47,912 | 307.66 | 22,057 | 372.80 | ||||
| 2025-07-08 | 13F | 第一国际信托银行 | 5,103 | -4.71 | 2,538 | 26.27 | ||||
| 2025-05-30 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 2,166 | -61.87 | 813 | -65.98 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 12,198 | -1.92 | 6,067 | 29.97 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 170,302 | 23.35 | 67,314 | 17.46 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 25,777 | -55.71 | 12,822 | -41.32 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 23,318 | 4.79 | 11,599 | 38.85 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 70,903 | 2.21 | 35,268 | 35.43 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 52,199 | -1.01 | 25,964 | 31.17 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 16,177 | -0.49 | 8,047 | 31.86 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 730 | 0.00 | 363 | 32.48 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 2,237,926 | -0.36 | 1,113,167 | 32.03 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 8,526 | 7.58 | 4 | 100.00 | ||||
| 2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 44,090 | -8.54 | 21,931 | 21.19 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 7,700 | 13.72 | 3,830 | 50.73 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 155,584 | 25.08 | 77,389 | 65.73 | ||||
| 2025-07-22 | 13F | DBK 财务顾问有限责任公司 | 1,830 | 0.11 | 910 | 32.65 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 17,787 | -6.17 | 8,188 | 8.81 | ||||
| 2025-08-14 | 13F | 联信银行 | 1,833,847 | 0.72 | 912,174 | 33.46 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 11,805 | 2.16 | 5,872 | 35.37 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 973 | 40.00 | 448 | 62.55 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 34,819 | 0.00 | 17,319 | 32.51 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 3,568,993 | -4.64 | 1,775,253 | 26.35 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 7,358 | 3.15 | 3,661 | 36.72 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MFS 总回报投资组合 A 级 | 20,666 | -1.51 | 10,279 | 30.51 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 4,811 | 45.79 | 1,902 | 38.86 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 7,054,379 | 5.19 | 3,508,919 | 39.38 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 95 | 0.00 | 47 | 30.56 | ||||
| 2025-07-24 | 13F | Grace & White Inc /纽约 | 7,975 | 0.00 | 3,967 | 32.51 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 3,739 | -41.68 | 1,860 | -22.73 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 9,899 | 1.42 | 4,924 | 34.40 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 19,950 | -0.88 | 9,923 | 31.34 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 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 | 1,525 | 2.49 | 603 | -2.43 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 21,747 | -0.94 | 10,824 | 31.34 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 306,282 | 12.43 | 152,348 | 48.98 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 34,302 | 0.00 | 17 | 41.67 | ||||
| 2025-07-15 | 13F | 韦拉策略公司 | 973 | -5.35 | 484 | 25.45 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 58,533 | -7.14 | 23,136 | -11.57 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 42,499 | -1.87 | 21 | 31.25 | ||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 37,069 | 198.25 | 17,065 | 245.87 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 5,014 | -4.02 | 2,494 | 27.19 | ||||
| 2025-07-31 | 13F | 赛布鲁克资本 /nc | 15,230 | 79.79 | 7,576 | 138.28 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 47,390 | -2.75 | 23,572 | 28.87 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 72,100 | 14.44 | 33,192 | 32.71 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 8,208 | 7.84 | 3,081 | -3.96 | ||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 50,120 | 0.00 | 24,930 | 32.51 | ||||
| 2025-06-27 | NP | HAVLX - 港湾大型价值基金机构类别 | 122,500 | -20.40 | 48,419 | -24.20 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 18,112 | 1.83 | 9,009 | 34.93 | ||||
| 2025-07-25 | 13F | 普里贝财富控股有限责任公司 | 494 | -79.87 | 246 | -73.40 | ||||
| 2025-03-18 | 13F | 标准 Caixa、Sau | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 325,882 | 141.48 | 162,097 | 219.98 | ||||
| 2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 613,555 | 10.46 | 305,188 | 46.36 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 818,515 | 9.02 | 407,138 | 44.45 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 51,478 | 25.44 | 25,606 | 66.22 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 386,740 | 2.54 | 192,285 | 36.01 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 26,312 | 4.21 | 13,062 | 37.47 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 2,553 | 3.61 | 1,270 | 37.34 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 45,326 | -2.01 | 22,545 | 29.84 | ||||
| 2025-03-18 | 13F | 标准 Caixa、Sau | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 6,762 | 4.38 | 3,363 | 38.34 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,397 | -2.81 | 12,805 | -7.45 | ||||
| 2025-08-14 | 13F | 阿瓦拉全球有限合伙人 | 356,200 | 58.95 | 177,177 | 110.62 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 678 | -69.58 | 337 | -59.69 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 3,040 | 0.00 | 1,399 | 16.00 | ||||
| 2025-08-05 | 13F | 林伍德普莱斯资本管理有限公司 | 52,500 | 0.00 | 26,114 | 32.51 | ||||
| 2025-08-11 | 13F | 阿马拉金融有限公司 | 786 | 2.75 | 391 | 35.89 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 9,516 | -2.37 | 4,733 | 29.39 | ||||
| 2025-08-14 | 13F | 布雷顿资本管理有限责任公司 | 12,800 | 0.00 | 6,367 | 32.51 | ||||
| 2025-08-08 | 13F | 莱特科、布罗索联合公司 | 638 | 0.00 | 317 | 32.64 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 65,411 | -4.80 | 32,536 | 26.14 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 335,792 | 338.97 | 166,533 | 474.72 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 4,317,800 | 23.63 | 2,141,370 | 61.86 | |||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 3,568 | 1.08 | 1,775 | 33.89 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 33,050 | 48.67 | 16,439 | 97.02 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 2,499,700 | 19.06 | 1,239,701 | 55.88 | |||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 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 | 2,078 | 108.43 | 821 | 98.79 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 128,490 | 1.55 | 63,912 | 34.57 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 24,450 | -9.58 | 12,162 | 19.81 | ||||
| 2025-08-14 | 13F | 内洛尔资本管理有限责任公司 | 136,200 | -9.92 | 67,747 | 19.36 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 382,605 | -0.36 | 190,312 | 32.02 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 17,549 | -8.60 | 8,729 | 21.12 | ||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 36,599 | -13.73 | 18,205 | 14.32 | ||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 6,136,450 | -2.43 | 3,052,332 | 29.28 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 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 | 9,780 | 8.02 | 4,865 | 43.14 | ||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 38,312 | 0.00 | 15,143 | -4.77 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 43,472,174 | 8.32 | 21,623,494 | 43.52 | ||||
| 2025-08-13 | 13F | 尊贵退休有限公司 | 4,370 | -1.04 | 2,174 | 31.14 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 64,335 | 0.16 | 32,001 | 32.71 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 262,077 | -0.53 | 130,360 | 31.80 | ||||
| 2025-08-26 | NP | WPSGX - AB集中成长基金顾问级 | 144,904 | -14.35 | 72,077 | 13.49 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 105,863 | -5.25 | 52,657 | 25.55 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 376,855 | 9.48 | 173,489 | 26.95 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 7,908 | -0.18 | 3,934 | 32.29 | ||||
| 2025-04-09 | 13F | 指南针投资顾问有限责任公司 | 7,988 | 3,367 | ||||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 4,752,770 | -5.18 | 2,364,075 | 25.64 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 42,500 | 6.25 | 21,140 | 40.79 | ||||
| 2025-07-30 | 13F | 湾岸资产管理有限公司 | 4,463 | -0.60 | 2,220 | 31.69 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 159,973 | 19.20 | 79,573 | 57.94 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 21,850 | 2.53 | 10,868 | 35.87 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 68,482 | 13.23 | 34,064 | 50.03 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 22,173 | -0.61 | 11,029 | 31.69 | ||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 190 | -1.55 | 95 | 30.56 | ||||
| 2025-07-02 | 13F | 海伦·斯蒂芬斯集团有限责任公司 | 4,572 | 0.11 | 2,274 | 32.67 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 106,603 | 7.74 | 53,026 | 30.54 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 210,930 | 4.00 | 104,919 | 37.81 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 2,641,004 | -0.79 | 1,313,662 | 31.45 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 4,807 | 1,900 | ||||||
| 2025-07-16 | 13F | Embree金融集团 | 53,340 | 0.00 | 26,532 | 32.51 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 20,571 | -9.59 | 10,232 | 19.81 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 2,995 | 0.40 | 1,490 | 33.07 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 46,947 | -0.11 | 23,353 | 32.35 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 7,743 | 47.46 | 3,852 | 95.38 | ||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 147,011 | 11.95 | 73,124 | 48.33 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 57,555 | 0.10 | 28,628 | 32.64 | ||||
| 2025-08-13 | 13F | RPg 家庭财富咨询有限责任公司 | 15,614 | -27.13 | 7,767 | -3.44 | ||||
| 2025-06-30 | NP | VESGX - Vanguard Global ESG 选择股票基金 Admiral Shares | 210,089 | 14.37 | 83,040 | 8.92 | ||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | 20,000 | 0.00 | 9,948 | 32.52 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 3,473 | -0.43 | 1,728 | 31.93 | ||||
| 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 | 2,228,349 | 0.41 | 880,777 | -4.38 | ||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 46,250 | 0.00 | 23,005 | 32.51 | ||||
| 2025-06-26 | NP | 贝莱德股票股息基金 - 贝莱德股票股息基金投资者 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 | 1,089,956 | 7.87 | 430,816 | 2.72 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 5,118 | 2,157 | ||||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 791,566 | 0.00 | 364,405 | 15.96 | ||||
| 2025-07-23 | 13F | 奥斯汀资产管理公司 | 3,905 | -6.80 | 1,943 | 23.46 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 242,059 | -4.70 | 111,434 | 10.52 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 33,803 | 10.53 | 16,814 | 46.45 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 9,292 | 20.14 | 4,622 | 59.18 | ||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 35,944 | 2.29 | 17,879 | 35.53 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 80,070 | -2.56 | 39,828 | 29.11 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 3,660,754 | 13.07 | 1,820,896 | 49.82 | ||||
| 2025-07-08 | 13F | 银叶资本合伙公司 | 7,236 | -0.29 | 3,599 | 32.12 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 3,506,229 | 0.52 | 1,744,033 | 33.20 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 18,191,293 | 0.07 | 9,048,531 | 32.60 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 30,901 | 33.46 | 22,204 | 155.48 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 567,570 | 22.57 | 261,287 | 42.13 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 38,381 | -0.39 | 19,091 | 32.00 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 484 | 2.54 | 241 | 35.59 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 15,124 | 22.39 | 7,523 | 62.20 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | Put | 1,600 | 0.00 | 796 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | Call | 2,000 | 0.00 | 995 | ||||
| 2025-08-08 | 13F | 格林资本管理有限公司 | 9,007 | -2.23 | 4,480 | 29.55 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 10,465 | -77.93 | 5,205 | -62.83 | ||||
| 2025-07-07 | 13F | 舒尔茨财富有限公司 | 551 | 0.36 | 274 | 33.01 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 24,296 | 17.92 | 12,233 | 58.17 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 33,377 | -33.91 | 17 | -11.11 | ||||
| 2025-07-31 | 13F | 保守资本顾问公司 | 2,642 | 9.90 | 1,314 | 45.68 | ||||
| 2025-08-14 | 13F | 比尔及梅琳达·盖茨基金会信托 | 26,191,207 | -7.96 | 13,027,768 | 21.95 | ||||
| 2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 350,275 | -7.22 | 161,253 | 7.59 | ||||
| 2025-08-08 | 13F | 格拉西斯资本管理有限责任公司 | 2,600 | 0.00 | 1,293 | 32.48 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 5,271 | -4.70 | 2,622 | 26.25 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 1,260,388 | 122.81 | 626,930 | 195.23 | ||||
| 2025-07-23 | 13F | 巅峰财务管理公司 | 3,583 | 19.75 | 1,782 | 58.68 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 68,517 | -1.63 | 34,081 | 30.34 |
