机构投资人持股和股东
Norfolk Southern Corporation (IT:1NSC) 有 2449 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 211,051,213 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Price T Rowe Associates Inc /md/, Dodge & Cox, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, DODGX - Dodge & Cox Stock Fund, VFINX - Vanguard 500 Index Fund Investor Shares, Jpmorgan Chase & Co, and Geode Capital Management, Llc .
Norfolk Southern Corporation (BIT:1NSC)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 238.00 / share. Previously, on April 28, 2025, the share price was 199.00 / share. This represents an increase of 19.60% 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。
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F/A | 亚飞财富 | 45 | 104.55 | 0 | |||||
| 2025-07-24 | 13F | Acima 私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 1,418 | 0.07 | 363 | 8.36 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 4 | 1 | ||||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 1,376 | 0.00 | 352 | 7.98 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 15,033 | 34.63 | 3,848 | 45.50 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 8,863 | -0.14 | 2,269 | 7.90 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 2,628 | 0.00 | 673 | 8.04 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 467,780 | 8.14 | 119,738 | 16.87 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,686 | 15.01 | 432 | 24.21 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 40,591 | -1.32 | 10 | 11.11 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 26,664 | -2.71 | 6,825 | 5.15 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 3,758,747 | -9.63 | 964,497 | -1.90 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 204 | 56 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 65,711 | -4.45 | 16,820 | 3.26 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 548 | -4.53 | 140 | 3.70 | ||||
| 2025-08-13 | 13F | 赫特纳资本管理公司 | 7,344 | -1.61 | 1,880 | 6.34 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 1,235 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | 山顶国家银行 | 280 | 0.00 | 72 | 9.23 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 861 | 0.00 | 220 | 8.37 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 7,192 | -0.14 | 1,841 | 7.92 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 3,121 | 0.00 | 799 | 7.98 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 4,730 | -8.35 | 1,211 | -0.98 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 4,901 | 1,254 | ||||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 2,590 | -1.89 | 663 | 5.92 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 26,405 | 0.06 | 6,759 | 8.13 | ||||
| 2025-07-24 | 13F | M.克劳斯公司 | 43,628 | -0.80 | 11,168 | 7.21 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,149 | 5.03 | 550 | 13.64 | ||||
| 2025-07-30 | 13F | 艾伦·B·兰兹联合公司 | 2,941 | -3.29 | 753 | 4.44 | ||||
| 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 | 13,943 | 13.76 | 3,124 | -0.16 | ||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 1,155 | 296 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 30,443 | 31.50 | 7,794 | 42.15 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 2,816 | 3.07 | 721 | 11.28 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 48 | 11 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 1,186 | -16.12 | 304 | -9.28 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 3,197 | -2.47 | 818 | 5.41 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 696 | 0.00 | 178 | 8.54 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,975 | 10.89 | 442 | -2.64 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 150 | -25.74 | 38 | -19.15 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 10,472 | 16.07 | 2,681 | 25.47 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 11,763 | 1.13 | 3,011 | 9.30 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 2,572 | 658 | ||||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 325,399 | 8.69 | 80,413 | 9.30 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 1,685 | -3.16 | 431 | 4.61 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 829 | 212 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,479 | 5.78 | 1,658 | 14.34 | ||||
| 2025-08-22 | NP | TOLLX - DWS RREEF 全球基础设施基金 A 类 | 37,770 | 0.63 | 9,668 | 9.74 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 2 | 1 | ||||||
| 2025-07-28 | NP | VCIGX - 股息价值基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 378 | -10.00 | 93 | -9.71 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 993 | 254 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 3,950,147 | -3.32 | 1,011,119 | 4.48 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -82 | -21 | |||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 3,661 | 5.78 | 1 | |||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,525 | 1.67 | 390 | 9.86 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 4,334 | -3.13 | 1,109 | 4.72 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 7,324 | -0.53 | 1,875 | 7.52 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 371 | -4.38 | 95 | 3.30 | ||||
| 2025-05-13 | 13F | BKD 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 1,592 | 0.00 | 408 | 7.96 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 73 | 0.00 | 19 | 5.88 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 252,686 | 1.57 | 64,680 | 9.77 | ||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 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 | 7,329 | 5.47 | 1,876 | 14.04 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 1,063 | 0.57 | 272 | 8.40 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 3,180 | 6.25 | 814 | 14.97 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -140 | -36 | |||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,250 | 1,215.79 | 280 | 1,066.67 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 13,449 | 6.75 | 3,324 | 7.33 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 528,482 | -3.58 | 135,276 | 4.21 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 5,863 | 18.95 | 1,501 | 28.53 | ||||
| 2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 6,295 | 0.14 | 1,611 | 8.27 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 3,849 | 985 | ||||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 1,120 | -32.81 | 251 | -41.18 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 69,159 | -3.97 | 17,703 | 3.78 | ||||
| 2025-08-20 | 13F | Tull 金融集团有限公司 | 3,504 | 0.03 | 897 | 8.08 | ||||
| 2025-07-17 | 13F | 奥克蒙特公司 | 110 | 0.00 | 28 | 7.69 | ||||
| 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 | 13 | 0.00 | 3 | 0.00 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 2,727 | -86.95 | 698 | -85.90 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 2,400 | 0.00 | 614 | 8.10 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 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 | 120,722 | -17.24 | 30,901 | -10.56 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 1,537 | 0.00 | 393 | 7.97 | ||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 3,170,568 | 0.00 | 811,570 | 8.07 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 55,908 | 4.04 | 14,311 | 12.44 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 9,513 | 0.16 | 2,435 | 8.27 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 3,247 | -10.62 | 831 | -3.37 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 6,855 | 0.00 | 1,755 | 8.07 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 3,361 | 0.00 | 860 | 8.04 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 10,573 | -4.51 | 2,706 | 3.20 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 837 | 0 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 177,451 | -0.74 | 45,422 | 7.27 | ||||
| 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 | 7,179 | -33.88 | 1,838 | -28.55 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 2,633 | -5.80 | 674 | 1.82 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 3,543 | -4.17 | 907 | 3.54 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 928 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 318 | -4.79 | 81 | 2.53 | ||||
| 2025-07-23 | 13F | 客观平方有限责任公司 | 1,188 | 0.59 | 304 | 18.29 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 2,146 | 0.14 | 549 | 8.28 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 5,585 | 74.64 | 1,430 | 88.77 | ||||
| 2025-08-08 | 13F | 全国农业合作社互保联合会 | 32,400 | 0.00 | 8,293 | 8.08 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 39,133 | 10,017 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,195 | 562 | ||||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 3,287 | -58.46 | 736 | -63.56 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 195 | -18.41 | 50 | -12.50 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,046 | 7.61 | 291 | 34.88 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 6,758 | 281.38 | 2 | |||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,596 | -37.92 | 444 | -22.82 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,294 | -3.61 | 2,082 | -15.40 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 6 | 50.00 | 2 | |||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 874 | 0.00 | 224 | 7.73 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 345 | 0.00 | 88 | 8.64 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 59 | -20.27 | 15 | -11.76 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -1,500 | -0.00 | -371 | 0.54 | |||
| 2025-08-05 | 13F | 狄龙联合公司 | 48,313 | 0.04 | 12 | 9.09 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 192,591 | 7.59 | 49,297 | 16.27 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 1,500 | 0.00 | 384 | 7.89 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 1,982 | 0.00 | 469 | 0.86 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,585 | -10.50 | 406 | -3.34 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 360,050 | 7.08 | 92,162 | 15.73 | ||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 1,901 | -44.51 | 487 | -40.07 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 4,600 | -23.33 | 1,177 | -17.17 | |||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 3,179 | 0.06 | 712 | -12.21 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 29,469 | -4.89 | 7,543 | 2.79 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 603 | -19.17 | 154 | -12.50 | ||||
| 2025-07-08 | 13F | 先行资本管理公司 | 2,726 | 0.00 | 698 | 8.06 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 10,549 | 4.46 | 2,700 | 12.92 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 10,200 | 175.68 | 2,611 | 197.95 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 92,825 | 43,479.81 | 23,760 | 47,420.00 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 802 | 2.04 | 205 | 10.22 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 8,341 | 0.42 | 2,135 | 8.54 | ||||
| 2025-05-15 | 13F | 谢伊资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 986 | 213.02 | 221 | 175.00 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 2,788 | -7.16 | 1 | |||||
| 2025-08-19 | 13F | 财富集团有限公司 | 2,119 | 101.62 | 1 | |||||
| 2025-07-30 | NP | BCGDX - 蓝色当前全球股息基金机构类别 | 7,100 | 0.00 | 1,755 | 0.57 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 1,003 | 0.00 | 257 | 8.02 | ||||
| 2025-08-27 | NP | BERCX - Carillon Chartwell 中型价值基金类别 Chartwell | 2,047 | -4.12 | 524 | 3.56 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 7,600 | -44.53 | 1,945 | -39.93 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 657 | 0.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 955 | 18.19 | 244 | 27.75 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,100 | 5.81 | 2,039 | -7.15 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 4,215 | -5.64 | 1,079 | 1.99 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 430 | -25.61 | 110 | -19.12 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 3,953 | -1.57 | 1,012 | 6.31 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 28 | 0.00 | 7 | 16.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 6,953 | -8.92 | 1,780 | -1.60 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 13,709 | -7.23 | 3,509 | 0.26 | ||||
| 2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 1,575 | 0.00 | 403 | 8.04 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 230 | 0.00 | 59 | 7.41 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 571 | 0.00 | 146 | 8.15 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 227 | 0.00 | 64 | 26.00 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 4,547 | 2.78 | 1,164 | 11.08 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 3 | 0.00 | 1 | |||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 1,720 | 0.00 | 407 | 0.99 | ||||
| 2025-07-17 | 13F | 华盛顿资本管理公司 | 3,980 | 0.00 | 1,019 | 8.07 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 55,931 | 1.57 | 12,531 | -10.86 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 150 | 0.00 | 38 | 8.57 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 111,236 | 11.45 | 28,473 | 20.45 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 254 | 452.17 | 65 | 550.00 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 45,154 | 0.56 | 11,558 | 8.68 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 30 | -65.12 | 8 | -65.00 | ||||
| 2025-07-22 | 13F | 艾略特·芬克尔投资顾问有限责任公司 | 32,510 | -1.51 | 8,322 | 6.43 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 18 | 0.00 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 825 | 0.00 | 211 | 8.21 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 11,558 | -0.53 | 2,856 | 0.04 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 5,476 | -7.28 | 1,402 | 0.21 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 49,437 | -0.12 | 12,654 | 7.95 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 18,519 | -0.05 | 4,740 | 8.02 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,223 | 1.49 | 312 | 3.65 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 2,377 | -10.74 | 1 | |||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 6,368 | -0.02 | 1,630 | 8.09 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 570 | 0.53 | 146 | 8.21 | ||||
| 2025-06-27 | 13F/A | 高盛集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 15,303 | -2.25 | 3,917 | 5.66 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 12,175 | -14.29 | 2,728 | -24.79 | ||||
| 2025-04-21 | 13F | 史泰布尔福德资本II有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,331 | 0.26 | 597 | 8.36 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,456 | 8.24 | 854 | 8.93 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 350 | 0.00 | 90 | 8.54 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 27,069 | 0.00 | 6,929 | 8.06 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 2,138 | 547 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 48 | 12 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 15 | 3 | ||||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 541 | 138 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 1,902 | 43.33 | 487 | 56.27 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 5,523 | 7.70 | 1,414 | 16.39 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 152 | 39 | ||||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 2,069 | 0.00 | 530 | 8.18 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 32 | 210.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 308 | 0.00 | 69 | -11.54 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 44,200 | 3.03 | 11,314 | 11.35 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 27,191 | -7.89 | 6,960 | -0.44 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 117 | 0.00 | 30 | 7.41 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 200 | -44.44 | 51 | -40.00 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 71 | 0.00 | 18 | 12.50 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 11,321 | 5.76 | 2,798 | 6.35 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,788 | 3.23 | 458 | 11.46 | ||||
| 2025-06-26 | NP | FNSTX - 富达基础设施基金 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 | 1,400 | -68.18 | 314 | -72.13 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 2,269 | -0.18 | 581 | 7.81 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 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 | 42,666 | 12.18 | 9,559 | -1.56 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 40,823 | 7.66 | 10,449 | 16.36 | ||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 30 | 8 | ||||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 260 | 0.00 | 67 | 8.20 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 1,477 | -10.76 | 378 | -3.32 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 6,276 | -5.04 | 1,606 | 3.55 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,208 | 26.14 | 4,405 | 36.30 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 900 | 0.00 | 230 | 7.98 | ||||
| 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 | 150,210 | -1.81 | 38,449 | 6.12 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,640 | 0.00 | 24,117 | -12.24 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 1,217 | 312 | ||||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 4,333 | -35.74 | 1,109 | -30.56 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 3,005,786 | -3.91 | 769,392 | 3.85 | ||||
| 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 | 147,036 | -15.14 | 37,637 | -8.29 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 793 | -6.82 | 203 | 0.50 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 621 | -13.87 | 159 | -6.47 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 4,541 | 23.73 | 1,162 | 33.72 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 10,967 | -12.58 | 2,807 | -5.52 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,001 | 2.77 | 256 | 11.30 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 30,642 | 1.25 | 7,843 | 9.42 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 167,159 | 42,788 | ||||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,333 | 1 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 450 | 0.00 | 115 | 8.49 | ||||
| 2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 850 | 0.00 | 218 | 7.96 | ||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 2,408 | 0.12 | 616 | 8.26 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 1,062 | -2.57 | 272 | 12.45 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 59,900 | -6.11 | 15,333 | 1.46 | |||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 29,277 | -2.44 | 7,494 | 5.45 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 7,254 | -7.63 | 1,859 | -0.16 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 4,208 | -1.75 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 975 | -0.20 | 250 | 7.79 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 26,471 | -0.12 | 6,776 | 7.95 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 125,770 | 10.48 | 31,080 | 11.10 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 10,887 | -80.16 | 2,787 | -78.56 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 73,700 | -42.82 | 18,865 | -38.21 | |||
| 2025-08-01 | 13F | 规划方向公司 | 891 | -15.46 | 228 | -8.43 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,072 | -11.26 | 274 | -4.20 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 7,138 | 0.00 | 1,599 | -12.24 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 19,598 | 6.40 | 5,012 | 16.70 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 883 | -0.11 | 226 | 8.13 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 11,742 | 0.00 | 3,006 | 8.05 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 370 | -14.35 | 95 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 9,452 | 0.59 | 2,419 | 8.72 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 1,706 | -0.64 | 437 | 7.39 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 1,008 | 0.80 | 262 | 20.18 | ||||
| 2025-05-14 | 13F | 贝克博德有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 19,612 | 4.41 | 4,394 | -8.36 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 4,597 | 41.53 | 1,177 | 54.33 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 8,885 | -10.00 | 2,274 | -2.74 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 35,361 | 0.00 | 7,923 | -12.24 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,448 | 2.13 | 959 | 26.72 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 6,274 | -0.79 | 1,606 | 7.21 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 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 | 7,448 | 1,669 | ||||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 161,164 | -48.51 | 39,827 | -48.23 | ||||
| 2025-06-26 | 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 | 1,001,500 | -2.67 | 224,386 | -14.59 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 1,350 | 0.00 | 346 | 8.15 | ||||
| 2025-08-27 | NP | 杰克逊实物资产基金 | 9,161 | 12.23 | 2,345 | 21.26 | ||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 78,843 | 11.34 | 20,181 | 20.33 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 137,672 | -0.50 | 35,240 | 7.53 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 2,614 | -0.68 | 669 | 7.38 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 1,092 | 3.31 | 280 | 11.60 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 14,206 | -3.44 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 65 | 0.00 | 17 | 6.67 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 582 | -0.68 | 149 | 7.25 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 7,431 | -0.52 | 1,902 | 7.52 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 19,000 | -46.18 | 4,860 | -40.28 | |||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,366 | 4.59 | 338 | 5.31 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 86 | 104.76 | 22 | 133.33 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 4,488 | -62.78 | 1,148 | -58.69 | ||||
| 2025-08-05 | 13F | 明智金钱有限责任公司 | 827 | 212 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 27,000 | -13.18 | 6,907 | -3.68 | |||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 5,530 | -20.49 | 1,416 | -14.09 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 24,397 | -1.35 | 6,245 | 6.61 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 214,442 | 1.62 | 54,891 | 9.82 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 6,998 | 0.82 | 1,568 | -11.57 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | 奇尔顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 594 | 0.00 | 152 | 8.57 | ||||
| 2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 889 | -0.67 | 228 | 7.58 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 122 | 0.83 | 31 | 10.71 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 2,429 | 2.84 | 622 | 11.09 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 34,273 | 4.37 | 8,773 | 12.79 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 5,500 | 0.00 | 1,408 | 8.06 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 651 | 217.56 | 161 | 220.00 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 75,191 | 5.54 | 19,247 | 14.06 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 9,811 | 0.00 | 2,511 | 8.09 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 1,994 | 0.15 | 519 | 19.63 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 13 | 0 | ||||||
| 2025-07-24 | NP | FSRFX - 运输产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 95,310 | -9.41 | 23,553 | -8.90 | ||||
| 2025-05-14 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 10,293 | 0.00 | 2,635 | 8.08 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 419,621 | 0.63 | 103,697 | 1.19 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,448 | -9.03 | 627 | -0.79 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,567 | -60.24 | 0 | |||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 96 | -4.00 | 23 | -4.35 | ||||
| 2025-08-13 | 13F | Meketa 投资集团公司 /adv | 2,475 | -12.42 | 634 | -5.38 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 216,515 | 1.23 | 55,421 | 9.41 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 4,578 | 0.00 | 1,273 | 17.34 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 1,196 | -58.97 | 306 | -55.65 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 34,292 | -2.49 | 9 | -99.90 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 1,465 | 0.00 | 375 | 8.09 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 12,771 | 3,269 | ||||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 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 | 3,644 | 19.71 | 816 | 5.02 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 6,156 | -0.50 | 1,576 | 7.51 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,855 | 16.34 | 731 | 25.65 | ||||
| 2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 8 | 0.00 | 2 | 100.00 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 390,000 | -5.21 | 99,828 | 2.44 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 1,119 | -9.32 | 286 | -2.05 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 826 | 211 | ||||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 21,043 | 0.00 | 5,386 | 8.07 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 365 | 0.00 | 93 | 8.14 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 4,666 | 0.47 | 1,194 | 8.64 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 135 | -3.57 | 35 | 6.25 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 5,330 | -3.79 | 1,364 | 3.96 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 852 | -0.70 | 218 | 7.39 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 220 | -9.09 | 56 | 1.82 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | Short | -5,000 | -0.00 | -1,236 | 0.57 | |||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 1,489 | 0.07 | 381 | 8.24 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,630 | 1.37 | 417 | 9.74 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 446,127 | -2.28 | 114,195 | 5.61 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 2,116 | 1.10 | 542 | 9.29 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 70,790 | -35.82 | 18,131 | -30.59 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 2,670 | 0.38 | 683 | 8.59 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,109 | 2.12 | 17,276 | -10.38 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 21,424 | 0.07 | 5,074 | 1.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 14,583 | 0.87 | 3,733 | 9.00 | ||||
| 2025-07-07 | 13F | 西联银行 | 7,207 | -2.77 | 1,845 | 5.07 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 443 | 0.91 | 113 | 8.65 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 10,682 | 0.00 | 2,393 | -12.25 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 818,623 | -0.62 | 209,543 | 7.40 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 17,356 | -0.23 | 4,443 | 7.82 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 1,387 | -5.45 | 355 | 2.31 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 73 | 19 | ||||||
| 2025-08-01 | 13F | SYM金融公司 | 4,575 | 12.27 | 1,171 | 21.35 | ||||
| 2025-04-28 | NP | GIMFX - 转基因生物实施基金 | 1,864 | 458 | ||||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 528 | -3.65 | 135 | 4.65 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 18,407 | -3.47 | 4,711 | 4.32 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 5,710 | -2.06 | 1,462 | 5.87 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 1,238 | 0.00 | 317 | 8.97 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 2,022 | 3.91 | 517 | 12.39 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 5,347 | 2.97 | 1,369 | 11.31 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 11,860 | -27.94 | 2,931 | -27.55 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 906 | 1.23 | 232 | 9.48 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 2,236 | -4.65 | 572 | 3.06 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,715,613 | -4.89 | 439,145 | 2.78 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 25,000 | 36.61 | 6,399 | 47.65 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 1,267 | -0.86 | 324 | 7.28 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 226 | 0.00 | 58 | 7.55 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 4,822,075 | 0.76 | 1,228,064 | 8.76 | ||||
| 2025-07-28 | 13F | 迪克森金融服务公司 | 1,100 | 0.00 | 282 | 8.08 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,258 | 8.92 | 0 | |||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 63,859 | -2.88 | 16,346 | 4.96 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 4,434 | -2.55 | 1,135 | 5.39 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 855 | -2.51 | 219 | 5.31 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 1,162 | 0.52 | 297 | 8.79 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 715 | 0.70 | 183 | 8.93 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 125,915 | 0.24 | 32,230 | 8.33 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 7,658 | 0.16 | 1,892 | 0.69 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 569,172 | 1.37 | 145,691 | 9.55 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 3,991 | 86.93 | 1,022 | 102.18 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 126,022 | 3.86 | 32 | 14.29 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 9,661 | 2.94 | 2,473 | 11.25 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 23 | 0.00 | 6 | 0.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 136 | 0.00 | 35 | 6.25 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | 机构投资策略基金 | 15 | 0.00 | 4 | 0.00 | ||||
| 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 | 9,704 | -0.93 | 2,484 | 7.07 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 39,774 | 1.13 | 8,911 | -11.25 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 266,000 | -4.67 | 68,090 | 3.03 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,507 | -17.47 | 386 | -10.88 | ||||
| 2025-08-14 | 13F | Taconic 资本顾问公司 | 2,500 | 640 | ||||||
| 2025-05-15 | 13F | 纽布鲁克资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 38,030 | -20.50 | 9,735 | -14.08 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,098 | 0.09 | 281 | 8.49 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 418 | 0.00 | 107 | 7.07 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 19,400 | -6.73 | 4,966 | 0.79 | |||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 5,951 | 1.36 | 1,523 | 9.57 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 4,796 | 0.00 | 1,228 | 8.20 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 30,200 | -22.76 | 7,730 | -16.52 | |||
| 2025-08-04 | 13F | KLCM 顾问公司 | 2,925 | -6.40 | 749 | 1.08 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 41,794 | 247.62 | 10,698 | 275.76 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 7,143 | -15.45 | 1,828 | -8.60 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 18,884 | 4,834 | ||||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 38,013 | 2.01 | 9,731 | 10.25 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 1,476 | 17.89 | 378 | 27.36 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 3,058 | 0.00 | 783 | 15.34 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 778,920 | 199,380 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,489 | 27.26 | 381 | 37.55 | ||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 1,379 | 0.00 | 353 | 7.98 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 2,089 | -125.28 | 535 | -127.29 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 235 | 0.00 | 60 | 9.09 | ||||
| 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 | 15,201 | 0.01 | 3,891 | 15.36 | ||||
| 2025-07-30 | 13F | BCK 合作伙伴公司 | 1,590 | 0.00 | 407 | 7.98 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 2,277 | 5.12 | 583 | 13.45 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,311 | -10.89 | 8,135 | -21.79 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 3,604 | 29.08 | 807 | 13.34 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 430 | -57.76 | 110 | -53.78 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 612 | -38.68 | 157 | -33.90 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 675 | -0.30 | 173 | 7.50 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 康宁公司 | 1,728 | -3.68 | 442 | 4.25 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 12,839 | 58.51 | 2,877 | 39.14 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 643 | -6.81 | 165 | 0.61 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 2,875 | 48.04 | 736 | 60.13 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,434 | 20.42 | 1,243 | 53.52 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 8,587 | -2.06 | 2,198 | 5.88 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 2,004 | 0.00 | 513 | 8.02 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 2,052 | 525 | ||||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 798 | 204 | ||||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 9,369 | -50.69 | 2,398 | -46.70 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 236,500 | 3.05 | 60,537 | 11.37 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 3,740 | 1.19 | 957 | 9.37 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 103 | 17.05 | 26 | 30.00 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 14,360 | 1.23 | 3,676 | 9.41 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,957 | 98.48 | 501 | 114.59 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 1,206 | 0.00 | 309 | 8.07 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 459,200 | -64.97 | 102,884 | -69.26 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 1,000 | 0.00 | 256 | 8.05 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 8,193 | 2.98 | 2,097 | 11.25 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 1,250 | 320 | ||||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,560 | 11.01 | 655 | 19.96 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 2,654 | -8.64 | 679 | -1.31 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 3,054 | 0.00 | 782 | 8.02 | ||||
| 2025-08-27 | NP | RYPIX - 交通基金投资者类别 | 689 | -9.82 | 176 | -2.22 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 6,451 | -3.15 | 1,651 | 4.69 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 2,244 | -1.67 | 574 | 6.30 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 3,589 | 0.00 | 919 | 8.00 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,577 | 776.11 | 390 | 784.09 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 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 | 17,007 | 2.87 | 4,203 | 3.45 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 5,923 | -0.67 | 1,516 | 7.37 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 9,353 | 2,394 | ||||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 962 | 0.00 | 246 | 8.37 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 39,667 | 1.71 | 10,154 | 9.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 1,525 | 0.00 | 390 | 8.03 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 6,459 | -11.01 | 1,653 | -3.84 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 43,418 | 29.24 | 9,728 | 13.42 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 6,085 | 2.86 | 1,558 | 11.13 | ||||
| 2025-05-29 | NP | MMRFX - MassMutual Select T. Rowe Price 实物资产基金 I 类 | 371 | -64.73 | 88 | -64.63 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 50 | 0.00 | 13 | 9.09 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 11,614 | -11.49 | 3 | -33.33 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 30,243 | -0.28 | 7,741 | 7.78 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 3,952 | 0.25 | 1 | |||||
| 2025-05-15 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,839 | -1.92 | 471 | 8.80 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 2,333 | 5.42 | 597 | 13.93 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 4,561 | -82.80 | 1,080 | -82.65 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 4,697 | -11.53 | 1,202 | -4.38 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 2,668,719 | -3.05 | 683,112 | 4.77 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 19,850 | 32.22 | 5,081 | 42.93 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 5,153 | -5.59 | 1,319 | 2.09 | ||||
| 2025-07-17 | 13F | 温室财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 260 | -38.10 | 67 | -33.33 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 1,260 | 40.00 | 322 | 51.17 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -366 | 8.28 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 172,160 | 28.54 | 38,572 | 12.80 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 28,191 | -3.49 | 7,215 | 7.18 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 253 | 0.00 | 65 | 8.47 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 8,000 | 433.33 | 2,048 | 476.62 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 67,493 | -62.20 | 17,276 | -59.14 | ||||
| 2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 1,082 | -32.84 | 267 | -32.41 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 4,035 | -0.98 | 1,033 | 6.94 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 84,190 | 0.31 | 21,550 | 8.41 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 135 | -28.95 | 35 | -24.44 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 1,192 | -14.86 | 312 | 8.33 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 258 | 8,500.00 | 66 | |||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 1,181 | -25.35 | 302 | -19.25 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,424 | 2.19 | 621 | 10.52 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 1,846 | 0.00 | 473 | 8.01 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 3,063 | 181.27 | 784 | 205.06 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 850 | 0.00 | 218 | 7.96 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 846 | 0.00 | 217 | 8.00 | ||||
| 2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 11,156 | 2,335.81 | 2,500 | 2,257.55 | ||||
| 2025-06-26 | NP | FGILX - 富达全球股票收益基金 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 | 4,300 | 0.00 | 963 | -12.22 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 84,364 | -0.81 | 21,595 | 7.20 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 246 | 35.16 | 63 | 44.19 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 4,245 | 0.09 | 1,087 | 8.17 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 7,618 | -0.43 | 1,805 | 0.50 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 26,527 | -15.46 | 6,790 | -8.64 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 250 | 0.00 | 64 | 6.78 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 111 | 0.00 | 29 | 7.69 | ||||
| 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 | 403 | -75.82 | 103 | -73.86 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 176 | -5.88 | 39 | -17.02 | ||||
| 2025-05-09 | 13F | 大西洋私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 3,746 | 110.45 | 959 | 127.55 | ||||
| 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 | 9 | 12.50 | 2 | 0.00 | ||||
| 2025-05-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 214 | 0.00 | 51 | 0.00 | ||||
| 2025-05-16 | 13F | 汉密尔顿资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 7,417 | 0.09 | 1,899 | 8.15 | ||||
| 2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 6,424 | -7.52 | 1,644 | -0.06 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 99 | 0.00 | 25 | 8.70 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,506 | 17.75 | 386 | 27.48 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 110 | -5.17 | 31 | 20.00 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 2,407 | -3.41 | 614 | 6.97 | ||||
| 2025-04-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 第一招商局 | 1,293 | 0.00 | 331 | 7.84 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 55,618 | 1.17 | 14,237 | 9.33 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 6,422 | -0.09 | 1,644 | 7.95 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 753,558 | 39.52 | 192,888 | 50.79 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 11,816 | -1.62 | 3,025 | 6.33 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 22,221 | -1.60 | 5,688 | 6.34 | ||||
| 2025-05-28 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 135 | -82.63 | 32 | -82.97 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,089 | -6.28 | 279 | 1.09 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 1,736 | -73.74 | 444 | -71.65 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 37,287 | -0.60 | 9,544 | 7.43 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 20,409 | -25.14 | 5,224 | -19.10 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 27,511 | -1.37 | 7,042 | 6.58 | ||||
| 2025-05-28 | NP | LZUOX - Lazard 美国股票焦点投资组合公开股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,738 | 20.47 | 3,889 | 21.15 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 114,705 | 85.67 | 25,700 | 62.94 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 204,941 | 0.00 | 52 | 8.33 | ||||
| 2025-05-12 | 13F | 鹰环球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 1,770 | 453 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,704 | 4.67 | 436 | 13.25 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 163 | -90.99 | 42 | -90.42 | ||||
| 2025-07-30 | NP | PAVE - Global X 美国基础设施发展 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 | 1,010,819 | -5.16 | 249,794 | -4.63 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 15,016 | -0.06 | 3,844 | 8.01 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 1,960 | 0.00 | 464 | 0.00 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 20,050 | -7.07 | 5,132 | 0.43 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 89 | -77.06 | 23 | -75.82 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 47,920 | 0.00 | 12,266 | 8.08 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 2,607 | 0.00 | 667 | 8.10 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 3,891 | 2.96 | 996 | 11.17 | ||||
| 2025-07-11 | 13F | 贝克·查德·R | 33,906 | 0.00 | 8,679 | 8.07 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 3,807 | 46.71 | 974 | 58.63 | ||||
| 2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 5,977 | 3.28 | 1,339 | -9.34 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 49 | 13 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,223 | -1.77 | 1 | |||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 2,115 | -6.37 | 541 | 1.12 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 25,746 | -17.73 | 6,590 | -11.08 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 72,914 | -0.20 | 18,664 | 7.85 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 20,274 | -2.87 | 5,190 | 4.96 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,405 | -7.14 | 369 | 9.85 | ||||
| 2025-07-17 | 13F | 约翰逊比克斯比有限公司 | 1,058 | 0.00 | 271 | 8.00 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 8,993 | -85.75 | 2,302 | -84.60 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 23,300 | -34.55 | 5,964 | -29.26 | |||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 150 | 0.00 | 38 | 8.57 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 15,200 | -36.13 | 3,891 | -30.99 | |||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 101,710 | -52.35 | 26,035 | -48.50 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 17,500 | 0.00 | 4,479 | 8.08 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 474 | 0.00 | 121 | 8.04 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 807 | 14.79 | 207 | 24.10 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 49,832 | 0.00 | 12,755 | 8.07 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 89,398 | 0.93 | 22,923 | 9.26 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 14,504 | -11.73 | 3,713 | -4.60 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 5,371 | -3.92 | 1,375 | 3.85 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 29,236 | -1.46 | 7,225 | -0.92 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 15,918 | -2.89 | 4,075 | 4.95 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 2,172 | 0.00 | 556 | 7.98 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 14,853 | -8.88 | 3,802 | -1.53 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 198,847 | -59.95 | 50,899 | -56.71 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 2,726 | -5.02 | 698 | 2.65 | ||||
| 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 | 8,552 | 0.00 | 2,113 | 0.57 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,683 | -4.21 | 958 | 14.06 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 51,416 | -4.06 | 11,520 | -15.80 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 821 | 210 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 3,001 | 0.30 | 768 | 8.47 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 109,431 | -0.57 | 28,011 | 7.46 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 375,467 | -1.91 | 96,108 | 6.01 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,754 | 3.30 | 961 | 11.63 | ||||
| 2025-05-30 | NP | PRAFX - T. Rowe Price 实物资产基金公司 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 | 36,193 | 0.00 | 8,572 | 0.92 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 8,922 | 1.74 | 2,284 | 5.40 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 7,554 | 2.69 | 1,934 | 10.96 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 2,506 | -0.04 | 641 | 8.09 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,130 | 19.32 | 289 | 29.02 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 39,892 | 2.08 | 8,938 | -10.41 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 105,113 | -2.22 | 26,906 | 5.67 | ||||
| 2025-08-27 | NP | BDVG - iMGP 伯克希尔股息增长 ETF | 1,002 | -10.22 | 256 | -3.03 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 54 | 12 | ||||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 11,196 | 3.37 | 2,866 | 11.70 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -13,223 | -41.19 | -3,385 | -36.45 | |||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 2,172 | 0.00 | 556 | 7.98 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,351 | 6.29 | 346 | 14.62 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 109 | -1.80 | 28 | 3.85 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 864 | 221 | ||||||
| 2025-08-12 | 13F | 卡温顿投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 43,582 | -4.94 | 11,145 | 5.70 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 685 | -12.74 | 175 | -5.41 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,276 | 327 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 68,462 | -1.05 | 17,524 | 6.94 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 2,491 | 5.06 | 638 | 13.55 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 1,322 | 14.46 | 338 | 14.97 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 15,124 | 4.16 | 3,737 | 4.74 | ||||
| 2025-08-11 | 13F | LCNB公司 | 1,611 | 6.48 | 412 | 15.08 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 276,571 | 0.96 | 70,794 | 9.11 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 350 | 0.00 | 90 | 8.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 2,095 | -2.92 | 536 | 4.89 | ||||
| 2025-08-07 | 13F | 辛辛那提金融公司 | 587,687 | 0.00 | 150,430 | 8.07 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 7,635 | -81.37 | 1,887 | -81.28 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 925 | 0.00 | 237 | 7.76 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 4,474 | -3.76 | 1,145 | 4.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 10,597 | -5.21 | 2,713 | 2.46 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 10,731 | 11.96 | 2,652 | 12.57 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 2,047 | 503 | ||||||
| 2025-08-14 | 13F | 南岸银行 | 11,359 | 0.08 | 2,908 | 8.15 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 2,800 | 7.69 | 627 | -5.43 | ||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 1,536 | 0.00 | 393 | 8.26 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 17,869 | 351.58 | 4,574 | 388.05 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 3,002 | -2.21 | 768 | 5.64 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 3,753 | -14.28 | 927 | -2.93 | ||||
| 2025-05-07 | 13F | 独立资产合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 949 | -4.04 | 0 | |||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 40 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 6,801 | 1,741 | ||||||
| 2025-08-14 | 13F | 安盛公司 | 2,411 | -10.47 | 617 | -3.14 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 800 | 205 | ||||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 5,092 | 0.00 | 1,303 | 8.04 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | GLIFX - Lazard 全球上市基础设施投资组合机构股票 | 1,771,001 | -3.30 | 453,323 | 4.51 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 5,772 | -12.51 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 2,252 | 576 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 22,954 | -75.48 | 5,876 | -73.51 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,095 | 5.39 | 280 | 13.82 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 214 | -30.29 | 48 | -39.74 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 531 | -8.92 | 136 | -2.17 | ||||
| 2025-05-14 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,238 | 6.72 | 317 | 15.33 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 542 | 22.62 | 139 | 32.69 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 5,976 | -0.83 | 1,530 | 7.15 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 4,584 | 0.39 | 1,027 | -11.85 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 1,365 | 17.17 | 349 | 26.91 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 5,263 | 0.55 | 1,347 | 8.72 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 1,426 | -7.28 | 319 | -18.62 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 1,050 | -32.26 | 269 | -24.93 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 1 | -50.00 | 0 | |||||
| 2025-08-28 | NP | ARIGX - 亚里士多德成长股票基金 I 类 | 8,883 | -21.87 | 2,274 | -15.56 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 27,657 | -39.97 | 7,080 | -35.13 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 15 | 0.00 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,003 | 13.85 | 257 | 23.08 | ||||
| 2025-08-06 | 13F | 南州公司 | 2,245 | -0.75 | 575 | 7.29 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 83 | 0.00 | 21 | 10.53 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 792 | 203 | ||||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 592 | 0 | ||||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 2,075 | -0.57 | 513 | 0.00 | ||||
| 2025-05-27 | NP | FELV - 富达增强型大盘价值 ETF | 9,969 | -57.51 | 2,361 | -57.12 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,000 | -32.69 | 7,167 | -27.25 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 420 | 0.00 | 118 | 18.18 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 4,935 | -2.28 | 1,263 | 5.60 | ||||
| 2025-08-13 | 13F | 港口顾问有限责任公司 | 3,000 | 0.00 | 768 | 8.03 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 129,068 | -3.48 | 33,039 | 4.31 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 4,134 | 8.90 | 1,058 | 17.69 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 743 | -5.83 | 190 | 2.15 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 5,559 | 0.00 | 1,423 | 8.05 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 11,789 | -0.69 | 3,018 | 7.33 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SUPL - ProShares 供应链物流 ETF | 171 | 0.00 | 42 | 0.00 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 4,309 | 8.81 | 1,103 | 17.61 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 48 | 166.67 | 13 | 200.00 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 5,406 | -4.49 | 1,384 | 3.21 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,429 | 1.67 | 622 | 9.91 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 6,449 | 0.03 | 1,651 | 8.13 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 387 | 99.48 | 99 | 120.00 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 3,715 | -0.30 | 951 | 7.71 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 681 | 0.15 | 174 | 8.07 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 33,519 | -0.65 | 8,580 | 7.37 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 10,409 | -5.64 | 2,664 | 1.99 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 1,880 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 3,289,431 | 6.54 | 842 | 15.05 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 10,563 | -6.31 | 2,704 | 1.24 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,436,378 | 37.86 | 367,670 | 48.99 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 3,532 | 0.23 | 904 | 8.39 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 30,629 | 200.90 | 7,840 | 225.31 | ||||
| 2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 3,002 | 0.00 | 742 | 0.54 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 2,339 | -1.27 | 599 | 6.60 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 4,492 | 21.47 | 1,150 | 31.31 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 1,141 | 9.61 | 292 | 18.70 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 342 | 0.00 | 88 | 7.41 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,085 | 0.37 | 278 | 8.20 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 5,368 | -1.43 | 1,374 | 6.59 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 6,800 | -4.23 | 1,741 | 3.51 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 14,100 | -33.80 | 3,609 | -28.45 | |||
| 2025-08-13 | 13F | 泰德·布坎公司 | 862 | 0.00 | 221 | 7.84 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 869 | 1.16 | 222 | 9.36 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 1,042 | 0.00 | 267 | 8.13 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 64 | 220.00 | 16 | 300.00 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 19,645 | -2.93 | 5,029 | 4.90 | ||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 3,700 | 0.00 | 947 | 8.11 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 25,471 | 11.70 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 14,230 | -13.08 | 3,517 | -12.60 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 12,829 | 34.43 | 3 | 50.00 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 56,339 | -1.11 | 12,623 | -13.22 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 3,495 | -7.07 | 895 | 0.45 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 1,193,437 | 0.35 | 305,484 | 8.45 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 7,032 | 1,800 | ||||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 1,027 | -8.30 | 263 | 6.05 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 147,345 | 4.89 | 33,013 | -7.95 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 3,802 | 0.08 | 973 | 8.23 | ||||
| 2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 17 | 41.67 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 825 | 0 | ||||||
| 2025-07-15 | 13F | 韦拉策略公司 | 938 | 0.00 | 240 | 8.11 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 495 | 0.00 | 127 | 7.69 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,630 | 0.00 | 417 | 8.03 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 197 | 0.00 | 50 | 8.70 | ||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 56,467 | 30.75 | 13,954 | 31.48 | ||||
| 2025-07-31 | 13F | 赛布鲁克资本 /nc | 35,798 | -2.62 | 9,163 | 5.24 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 52,820 | 1.40 | 11,834 | -11.01 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 4,680 | -1.68 | 1,198 | 6.21 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 3,813 | -19.76 | 976 | -13.24 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 451,863 | -2.26 | 115,663 | 5.63 | ||||
| 2025-05-15 | 13F | 韦克斯福德资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 328 | 0.00 | 84 | 7.79 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 42,340 | 0.00 | 9,486 | -12.24 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,378 | -46.69 | 353 | -42.20 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 2,827 | -2.08 | 724 | 5.86 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 254,874 | -0.62 | 62,984 | -0.06 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 10,665 | -0.59 | 2,798 | 10.24 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 24 | 33.33 | 6 | 50.00 | ||||
| 2025-08-29 | NP | AMFEX - AAMA 股票基金 | 14,200 | 0.00 | 3,635 | 8.06 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 10,053 | 25.85 | 2,484 | 26.54 | ||||
| 2025-04-18 | 13F | 创意资本管理投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 485 | -5.83 | 124 | 2.48 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 8,039 | 3.89 | 2,058 | 12.28 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 97,059 | 24.43 | 24,844 | 34.47 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 2,005 | 7.33 | 513 | 16.06 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 西格玛规划公司 | 2,484 | -2.85 | 636 | 4.96 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 1,000 | -48.05 | 256 | -43.96 | ||||
| 2025-08-25 | NP | MVCAX - MFS 中盘价值基金 A | 474,597 | 3.80 | 121,483 | 12.18 | ||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,197 | -2.57 | 520 | -1.70 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 15,782 | -2.35 | 4,040 | 5.54 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,545 | -11.42 | 651 | -4.26 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 1,016 | 0.00 | 260 | 8.33 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 3,209 | 0.00 | 821 | 8.03 |
