机构投资人持股和股东
Old Dominion Freight Line, Inc. (IT:1ODFL) 有 1755 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 181,582,477 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Price T Rowe Associates Inc /md/, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Bank of New York Mellon Corp, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Invesco Qqq Trust, Series 1, and VIMSX - Vanguard Mid-Cap Index Fund Investor Shares .
Old Dominion Freight Line, Inc. (BIT:1ODFL)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 127.25 / share. Previously, on April 28, 2025, the share price was 136.80 / share. This represents a decline of 6.98% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 6,576 | -47.40 | 1,067 | -48.40 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 100 | -53.92 | 16 | -57.89 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 26 | 4 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 5,932 | -0.74 | 963 | -2.63 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 16 | 2 | ||||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 621,309 | -21.47 | 100,838 | -22.97 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 2,810 | 10.33 | 456 | 8.31 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,716 | -2.20 | 405 | -4.71 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 5,806 | 0.73 | 890 | -16.84 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 250 | 0.00 | 41 | -2.44 | ||||
| 2025-08-14 | 13F | 韦奇伍德合伙公司 | 85,320 | 3.58 | 12,317 | -12.89 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 1,811,469 | -25.56 | 294,001 | -26.97 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 23,241 | -0.65 | 3,772 | -2.53 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 12,862 | 72.02 | 2,088 | 68.71 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,972 | -55.23 | 320 | -56.04 | ||||
| 2025-07-30 | 13F | 信托规划有限责任公司 | 2,698 | 0.00 | 438 | -2.02 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 34,587 | -3.46 | 5,613 | -5.30 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 8,970 | 2.63 | 1,456 | 0.62 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 1 | 0 | ||||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 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 | 52,763 | -0.93 | 8,563 | -2.81 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 5,883 | 3.43 | 955 | 1.38 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 899 | -53.47 | 146 | -54.55 | ||||
| 2025-05-16 | 13F | 系统阿尔法投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 160 | -46.67 | 26 | -48.98 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 3,834 | 0.00 | 622 | -1.89 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 5,955 | 0.00 | 913 | -17.47 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 841 | -14.62 | 136 | -16.05 | ||||
| 2025-04-28 | 13F | 海岸线信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 779 | 0.00 | 126 | -1.56 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 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 | 651,302 | 6.73 | 99,832 | -11.86 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 2,200 | -26.67 | 357 | -28.02 | |||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 91,194 | 8.53 | 14,801 | 6.46 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 1,674 | 4.43 | 272 | 2.26 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 2,200 | -78.22 | 357 | -78.64 | |||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 31,959 | 12.02 | 5,195 | 10.06 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 1,417 | 230 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 3,958 | 6.48 | 642 | 4.56 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 561 | 1,235.71 | 86 | 1,114.29 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 6 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 9,310 | 2.20 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,997 | 4.72 | 486 | 2.75 | ||||
| 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 | 207,971 | -1.69 | 33,754 | -3.56 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 15,101 | 4.14 | 2,451 | 2.13 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 4,189 | 0.00 | 680 | -2.02 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 2,250 | 7.04 | 365 | 5.19 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 3,576 | 0.00 | 573 | -9.35 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 861 | -3.58 | 140 | -5.44 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 28,219 | -15.24 | 4,580 | -16.87 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 9,123 | -0.20 | 1,509 | -6.39 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 31 | 19.23 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 2,125 | -60.36 | 345 | -61.17 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 7,076 | -39.52 | 1,148 | -40.67 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 36,248 | 5.35 | 5,883 | 3.36 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 2,578 | -42.81 | 418 | -43.89 | ||||
| 2025-06-27 | NP | RSPN - Invesco S&P 500 等权重工业 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,724 | 3.22 | 6,855 | -14.76 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 376,277 | 6.78 | 61,070 | 4.74 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 6,049 | 4.28 | 982 | 2.29 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,501 | 244 | ||||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 168 | 2.44 | 27 | 0.00 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 58,512 | -4.67 | 9,496 | -6.48 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 209 | -6.70 | 32 | -21.95 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,992 | -75.12 | 486 | -75.62 | ||||
| 2025-05-15 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 16,133 | 4.41 | 2,473 | -13.78 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 3,892 | -87.40 | 632 | -87.65 | ||||
| 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 | 96,854 | 1.24 | 15,719 | -0.69 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 16,351 | -16.68 | 2,654 | -18.27 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 125,940 | 4.06 | 19,304 | -14.07 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 2,277 | 370 | ||||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 929 | -32.92 | 142 | -44.75 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 196,249 | 14.65 | 31,433 | 4.04 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation 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 | 2,372 | -25.03 | 392 | -29.75 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 84 | 0.00 | 14 | 0.00 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 2,718 | -26.70 | 435 | -33.49 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 6,302 | -1.72 | 1,009 | -10.79 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 58,565 | -51.46 | 9,505 | -52.38 | ||||
| 2025-05-15 | 13F | KDT 顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 1,233 | -2.45 | 200 | -4.31 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 33,409 | 1.02 | 5,121 | -16.59 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -4,917 | 3.62 | -754 | -14.43 | |||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 138,230 | -3.75 | 22,435 | -5.58 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 8 | -52.94 | 1 | -50.00 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 3,427 | -94.17 | 556 | -94.28 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 8,516 | 1,271 | ||||||
| 2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 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 | 116,591 | 6.52 | 18,923 | 4.50 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 2,600 | 422 | ||||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 4,847 | -71.33 | 787 | -71.90 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,883 | 306 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,077,671 | 6.55 | 174,906 | 4.52 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -19,418 | -0.00 | -3,152 | -1.90 | |||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value 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 | 613 | -6.55 | 94 | -23.14 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 50,109 | -75.73 | 8,132 | -76.20 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,602 | 3.27 | 585 | 1.21 | ||||
| 2025-05-30 | NP | SLGAX - SIMT 大盘基金 F 类 | 21,618 | -17.70 | 3,577 | -22.81 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 20,873 | 0.00 | 3,388 | -1.91 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,327 | 215 | ||||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 18,881 | 3,064 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 9 | -10.00 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 319,034 | -53.76 | 51,779 | -54.64 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,211 | 0.00 | 4,324 | -17.42 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 43 | 7 | ||||||
| 2025-08-27 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 4,179 | 678 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 32,000 | 0.00 | 5,194 | -1.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 524 | 0.00 | 85 | -1.16 | ||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 836 | 0.12 | 121 | -9.09 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 14,856 | 0.00 | 2,411 | -1.87 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 195 | 26.62 | 32 | 24.00 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 4,256 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 2,900 | -98.18 | 473 | -98.22 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 688 | 0.00 | 112 | -1.77 | ||||
| 2025-08-04 | 13F | 联合银行 | 36,944 | -12.85 | 6 | -28.57 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 372 | -10.36 | 57 | -25.97 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 693 | 4.05 | 112 | 1.82 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 9 | -66.67 | 1 | -80.00 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 42 | 0.00 | 7 | -14.29 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 33,101 | 2.00 | 5,074 | -15.77 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 58,737 | -10.15 | 9,533 | -11.85 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 53,500 | -32.02 | 8,683 | -33.31 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,524 | 24.91 | 1,686 | 13.32 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 3,624 | -70.81 | 588 | -71.37 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 2,893 | 479 | ||||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 13,696 | -5.46 | 2,223 | -7.26 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 341 | -14.75 | 52 | -29.73 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 99,076 | 2.50 | 16,080 | 0.54 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 73,963 | 168.79 | 12,005 | 163.73 | ||||
| 2025-05-29 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 1,242 | -5.34 | 205 | -11.26 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 56 | 0.00 | 9 | 0.00 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 7,361 | 1,195 | ||||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 7,179 | -44.21 | 1,100 | -53.94 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 788 | 17.61 | 128 | 15.45 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,477 | -5.11 | 877 | -13.85 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 5,599 | -35.27 | 909 | -36.55 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 67,193 | -94.11 | 10,905 | -94.23 | ||||
| 2025-04-25 | NP | VCGAX - 成长与收益基金 | 595 | 0.00 | 105 | -21.05 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 6,600 | 0.00 | 1,012 | -17.47 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 12,423 | 11.18 | 2 | 100.00 | ||||
| 2025-05-14 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 2,613 | 7.49 | 419 | -2.56 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 158,018 | 21.57 | 25,646 | 19.26 | ||||
| 2025-08-27 | NP | TLGAX - Timothy 大型/中型成长基金 A 类 | 7,267 | -2.44 | 1,179 | -4.30 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 6,603 | 122.85 | 1,072 | 105.17 | ||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 293,816 | -2.09 | 47,686 | -3.95 | ||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 199,953 | -5.62 | 32,026 | -14.35 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,524 | 247 | ||||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 20,793 | -0.14 | 3,375 | -2.06 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 2,895 | 19.38 | 470 | 15.80 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 143 | 22 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 12,332 | -2.84 | 2,002 | -4.67 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 16,340 | 8.17 | 2,652 | 6.12 | ||||
| 2025-04-30 | 13F | 法雷奥财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 12,010 | -10.55 | 2 | -50.00 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 2,612 | -28.22 | 424 | -29.73 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 40 | 6 | ||||||
| 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 | 124,329 | -1.84 | 20,179 | -3.71 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 7,404 | 4.22 | 1,202 | 2.21 | ||||
| 2025-07-23 | NP | VYMYX - Voya 中型股研究增强型指数基金 W 级 | 537 | -0.74 | 86 | -9.47 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 176,868 | 1.32 | 28,706 | -0.61 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 647,390 | -1.02 | 105,071 | -2.90 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 10,374 | -24.97 | 1,662 | -31.93 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 38,600 | 2.39 | 6,265 | 0.43 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 54,424 | 2.84 | 8,717 | -6.67 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 14,272 | 0.00 | 2,286 | -9.29 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,231 | -19.65 | 1,527 | -24.63 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 52,627 | 6.74 | 8,541 | 4.71 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 25 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 54 | 0.00 | 9 | 0.00 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 27,872 | 10.84 | 4,524 | 8.73 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 34,151 | -0.97 | 5,470 | -10.14 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 1,481 | 0.95 | 240 | -0.83 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 15,227 | 21.97 | 2,439 | 10.67 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 17,071 | 5.64 | 2,771 | 3.78 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 7,922 | 1,286 | ||||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 15,841 | -72.11 | 2,428 | -76.97 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 192 | 204.76 | 31 | 172.73 | ||||
| 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 | 24,506 | 8.43 | 3,756 | -10.44 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 196,912 | 4.07 | 31,959 | 2.09 | ||||
| 2025-04-01 | NP | TMSRX - T. Rowe Price 多策略总回报基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,480 | -26.84 | 275 | -32.68 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 102 | 2.00 | 17 | 0.00 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 70 | 0.00 | 11 | |||||
| 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 | 6,653 | -48.14 | 1,020 | -57.20 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 215 | -94.66 | 35 | -94.89 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 1,250 | -0.48 | 203 | -2.42 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 635 | 211.27 | 102 | 180.56 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,040 | -92.55 | 1,629 | -92.69 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 19,000 | 27.52 | 3,084 | 25.07 | |||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 2,469 | 849.62 | 401 | 830.23 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 2,916 | 0.00 | 473 | -1.87 | ||||
| 2025-04-01 | NP | QYLE - Global X 纳斯达克 100 ESG 备兑看涨 ETF | 59 | -6.35 | 11 | -16.67 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 560 | 6.26 | 90 | -4.30 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 22,200 | 119.80 | 3,603 | 115.62 | |||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,883 | 24.47 | 1,975 | 2.76 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 81 | 12 | ||||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,082 | 0.00 | 201 | -7.83 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 655 | -95.69 | 100 | -96.46 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 613 | -6.41 | 99 | -8.33 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 215,762 | 13.13 | 35,018 | 10.98 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 337,612 | 16.94 | 54,794 | 14.71 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 938 | -3.10 | 152 | -5.00 | ||||
| 2025-06-25 | NP | EKJAX - 富国银行高级大型公司成长基金 A 类 | 71,738 | -2.17 | 10,996 | -19.21 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 4,778 | 30.87 | 776 | 28.31 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 84,056 | 1.29 | 13,642 | -0.63 | ||||
| 2025-08-26 | NP | WFSTX - 富国银行专业技术基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 3,130 | 1.99 | 508 | 0.00 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,030 | 0.00 | 167 | -1.76 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 15,340 | -2.54 | 2,457 | -11.56 | ||||
| 2025-04-22 | 13F | 部门财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 联合银行 | 41,775 | 291.52 | 6,780 | 284.14 | ||||
| 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 | 8,051 | -0.96 | 1,307 | -2.83 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 302,400 | 125.84 | 49,080 | 121.55 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 93,873 | -50.18 | 15,236 | -51.13 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,945,342 | 13.33 | 478 | 11.16 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 115,211 | 1.14 | 18,699 | -0.79 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 67,400 | 34.26 | 10,939 | 31.72 | |||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 2,646 | -34.97 | 429 | -36.26 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 112,110 | -1.03 | 18,195 | -2.91 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 28 | 5 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 45,000 | 14.21 | 7,366 | 13.39 | |||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 5,106 | 7.11 | 818 | -2.85 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 15,000 | 19.05 | 2,455 | 18.20 | |||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 4,710 | -2.63 | 764 | -4.50 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 4,383 | 3.79 | 711 | 1.86 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 15,405 | 2.71 | 2,500 | 0.77 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 2,534 | -10.17 | 411 | -11.80 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 5,380 | 0.00 | 862 | -9.27 | ||||
| 2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 51,462 | 50.57 | 8,352 | 47.72 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 7,850 | -3.04 | 1,274 | -4.85 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 1,950 | -4.88 | 299 | -21.58 | ||||
| 2025-06-27 | NP | KMID - Virtus KAR 中型 ETF | 4,360 | 48.15 | 668 | 22.34 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 4,360 | 3.27 | 708 | -4.97 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 7,643 | 4.14 | 1,240 | 2.14 | ||||
| 2025-05-06 | 13F | MCF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | AMGOX - 阿尔杰中型成长投资组合 I-2 级 | 3,689 | -65.06 | 599 | -65.75 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 155 | 811.76 | 25 | 1,150.00 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 96,596 | 10.26 | 15,678 | 8.16 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,884 | 0.00 | 2,064 | -9.28 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 954 | 60.88 | 155 | 48.08 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 185,366 | -32.51 | 30,085 | -33.80 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 8,196 | 1,330 | ||||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 40,780 | -0.70 | 6,619 | -2.59 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 7,218 | -30.60 | 1,171 | -31.92 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 290 | 0.00 | 43 | -8.51 | ||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 21,811 | 1.51 | 3,343 | -16.17 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 3,927 | 637 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 275 | 58.96 | 45 | 57.14 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 183 | -4.69 | 34 | -2.94 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 3,838 | 623 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,842 | 0.00 | 299 | -1.97 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 4,462 | 0.02 | 724 | -1.90 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 807 | 0.00 | 129 | -9.15 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 132,667 | 21,538 | ||||||
| 2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 22,813 | -2.80 | 3,703 | -4.66 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 28,251 | 0.96 | 4,585 | -0.95 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 139 | 13.93 | 23 | 4.76 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 8,007 | 1.91 | 1,227 | -15.84 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 49,314 | -4.77 | 8,004 | -6.58 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 34,240 | 61.21 | 5,583 | 58.92 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 3,394 | 0.00 | 551 | -1.96 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 5,170 | 0.00 | 839 | -1.87 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 20,511 | 0.00 | 3,329 | -1.92 | ||||
| 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 | 89,381 | -0.13 | 13,700 | -17.52 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 95,550 | -0.02 | 15,508 | -1.92 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 6,610 | 45.98 | 1,073 | 43.12 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 195,212 | 1.23 | 31,683 | -0.70 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -8,852 | 45.47 | -1,437 | 42.74 | |||
| 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 | 8,368 | 4.89 | 1,358 | 2.96 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 108 | 18 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 8,180 | -48.72 | 1,328 | -49.72 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 39,559 | 3.73 | 6,420 | 1.76 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 9,929 | -25.32 | 1,522 | -38.35 | ||||
| 2025-05-07 | 13F | 领头羊顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 422,437 | 1.19 | 68,561 | -0.74 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 10,229 | -13.70 | 1,568 | -28.77 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 106 | -22.06 | 17 | -26.09 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 6,200 | -12.68 | 1,006 | -14.31 | ||||
| 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 | 914 | -8.87 | 148 | -10.30 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 14,451 | 2,345 | ||||||
| 2025-03-28 | NP | RPG - Invesco S&P 500 Pure Growth 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 | ||||
| 2025-04-17 | NP | FLSPX - SPECTRUM FUND 零售类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 23,663 | 400.06 | 3,841 | 391.05 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 21 | 0.00 | 3 | 0.00 | ||||
| 2025-03-28 | NP | GSELX - 高盛美国股票洞察基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 549 | 81.79 | 89 | 81.63 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 1,000 | 0.00 | 162 | -1.82 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 490,000 | 0.00 | 79,527 | -1.90 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 50 | 0.00 | 8 | 0.00 | ||||
| 2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 20,309 | 1.98 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | 水手投资集团有限公司 | 5,750 | 933 | ||||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,133 | 4.42 | 181 | -5.24 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 268,933 | -9.70 | 43,648 | -11.42 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 20 | -39.39 | 3 | -40.00 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 16,436 | 11.29 | 2,668 | 9.17 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 99,944 | -0.31 | 16,221 | -2.21 | ||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 3,719 | -10.02 | 596 | -18.38 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,355 | -13.25 | 220 | -15.12 | ||||
| 2025-05-22 | NP | IGEAX - VY(R) T. Rowe 价格增长股票投资组合类别 ADV | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 直率家族财富咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 7,106 | -29.48 | 1,153 | -30.83 | ||||
| 2025-08-13 | 13F | 周大福资本管理有限合伙人 | 23,175 | 3,761 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 36,600 | 43.53 | 5,940 | 40.83 | |||
| 2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 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 | 48,804 | 7,921 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 6,722 | -4.39 | 1,091 | -6.28 | ||||
| 2025-05-13 | 13F | 灯塔普安特顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 5,428,753 | -3.93 | 881,087 | -5.76 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,020,962 | -2.49 | 815,565 | -4.44 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 37,800 | 97.91 | 6,135 | 94.11 | |||
| 2025-06-20 | NP | RVRB - 混响 ETF | 18 | 0.00 | 3 | -33.33 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 530 | -7.34 | 86 | -8.51 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 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 | 4,894 | -0.39 | 794 | -2.22 | ||||
| 2025-04-30 | 13F | DMG 集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 14,101 | 3.12 | 2,259 | -6.42 | ||||
| 2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 858 | -90.89 | 139 | -91.08 | ||||
| 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 | 2,773 | 27.61 | 425 | 5.46 | ||||
| 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 | 22,799 | 4.99 | 3,495 | -13.30 | ||||
| 2025-05-16 | 13F | 动态技术实验室私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 45 | 7 | ||||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 2,464 | 0.74 | 400 | -1.24 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 30 | -62.96 | 5 | -69.23 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 9,149 | -15.25 | 1,485 | -16.91 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 3,660 | -6.51 | 594 | -8.19 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,000 | 33.60 | 325 | 31.17 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 19,480 | -9.57 | 3,163 | -10.98 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 1,357 | 7.02 | 220 | 5.26 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 2,625 | 14.23 | 426 | 12.11 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 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 | 53,000 | 7.29 | 8,489 | -2.64 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 342,450 | 9.34 | 55,580 | 7.26 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 2,484 | 0.57 | 403 | -1.23 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 33,805 | 1.35 | 5,488 | -0.58 | ||||
| 2025-05-16 | 13F/A | Kestra 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 9,363 | 1.40 | 1,520 | -0.52 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,425 | -0.00 | -231 | -1.70 | |||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 2,766 | -7.43 | 449 | -9.31 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 4,632 | 0.94 | 752 | -1.05 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 123 | -76.12 | 20 | -76.47 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 41,854 | 69.31 | 6,793 | 66.10 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 3,639 | 72.14 | 591 | 69.05 | ||||
| 2025-05-15 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 2,884 | 15.59 | 468 | 13.59 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 1,623 | 2.72 | 263 | 0.77 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 30 | -62.96 | 5 | -69.23 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 8,677 | -47.04 | 1,330 | -56.25 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 746 | 0.00 | 119 | -9.16 | ||||
| 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 | 8 | 14.29 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 5,905 | -16.65 | 958 | -18.26 | ||||
| 2025-08-27 | NP | RYPIX - 交通基金投资者类别 | 786 | -5.87 | 128 | -7.97 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 326 | -20.29 | 53 | -22.39 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 101,879 | 26.78 | 16,856 | 18.91 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 9,752 | -11.61 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 99,064 | 11.98 | 16,078 | 9.85 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 22,399 | 13.49 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 1,450 | -9.49 | 235 | -11.32 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 1,884 | 306 | ||||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 10,836 | -15.10 | 1,736 | -22.96 | ||||
| 2025-05-09 | 13F | 芝加哥合伙人投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股票投资组合 A 类 | 226,061 | -16.90 | 36,690 | -18.49 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 36,500 | -40.65 | 5,924 | -41.79 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 24,607 | 3,994 | ||||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,331 | 11.01 | 213 | 0.95 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 2,110 | -1.08 | 342 | -2.84 | ||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 6,727 | 4.52 | 1,092 | 2.54 | ||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 103,600 | -0.81 | 16,814 | -2.70 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 217,190 | 1.29 | 35,250 | -0.64 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 1,991 | -6.88 | 305 | -22.98 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 6,900 | 13.11 | 1,105 | 2.70 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 4,772 | 6.59 | 731 | -11.93 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 1,658 | 0.00 | 269 | -1.82 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 32,200 | 0.00 | 5,226 | -1.90 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 4,311 | 0.89 | 700 | -0.99 | ||||
| 2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 62,387 | 3.82 | 10,125 | 1.85 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 31,325 | 99.19 | 5,084 | 95.46 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 10,840 | 15.03 | 1,794 | 7.88 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 94 | 0.00 | 15 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 5,414 | 879 | ||||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 75,335 | 3.34 | 11,547 | -14.66 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 280 | 0.00 | 45 | -2.17 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 3,084 | 14.82 | 501 | 12.61 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 0 | 0 | ||||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 2,486 | -19.49 | 403 | -20.98 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 4,980 | 0.00 | 808 | -1.82 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 1,324 | 0 | ||||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 5,450 | 3.02 | 885 | 1.03 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 64,485 | -55.66 | 10,466 | -56.50 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 9,491 | 201.59 | 1,540 | 196.15 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 14,290 | 15.09 | 2,289 | 4.43 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 39 | 50.00 | 6 | 50.00 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 8,629 | -4.40 | 1,323 | -21.07 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 5,900 | 0.00 | 958 | -1.95 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1,200 | 192 | ||||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,664 | 20.06 | 270 | 17.90 | ||||
| 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 | 41,200 | 0.00 | 6,687 | -1.91 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 4,006 | -91.44 | 642 | -92.24 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 12,651 | 1,939 | ||||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 9,574 | -3.26 | 1,554 | -5.13 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 3,963 | 11.04 | 643 | 8.98 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 61,903 | 91.05 | 10,047 | 87.43 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 31,497 | -1.61 | 5,112 | -3.49 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 2,884 | -8.53 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 982 | 0.00 | 159 | -1.85 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 11,963 | -52.21 | 1,942 | -53.13 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 81,622 | 20.41 | 13,073 | 9.27 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 3 | 50.00 | 0 | |||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 21,003 | -4.90 | 3,409 | -6.71 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,847 | -4.70 | 0 | |||||
| 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 | 17,260 | 6.23 | 2,801 | 4.20 | ||||
| 2025-05-15 | 13F | Elo 相互养老保险公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 4,746 | 17.85 | 727 | -2.68 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 4,993 | 3.12 | 810 | 1.12 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 544 | 25.64 | 87 | 14.47 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,613 | 1.90 | 258 | -7.53 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 4,650 | 0.35 | 755 | -1.57 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 2,606 | 127.60 | 484 | 8.05 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 57 | 5.56 | 9 | 12.50 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 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 | 1,398,800 | 12.04 | 227,025 | 9.91 | ||||
| 2025-08-26 | NP | CCMAX - Conestoga 中型基金机构类别 | 329 | 50.23 | 53 | 47.22 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 300 | -4.46 | 49 | -5.88 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 19,087 | -52.91 | 3,098 | -53.81 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 714,569 | -2.82 | 115,975 | -4.67 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 114,249 | -0.64 | 18,542 | -2.52 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 2,181 | -1.18 | 354 | -3.29 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 26,087 | -1.51 | 4,234 | -3.40 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,778 | 1.50 | 635 | 12.01 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,868 | 8.19 | 459 | -1.71 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 451 | 0.00 | 69 | 0.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 21,350 | 95.76 | 3,465 | 92.07 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 54,347 | -4.73 | 8,821 | -6.54 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 222,098 | -5.43 | 36,047 | -7.23 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 3,273 | -71.72 | 531 | -72.27 | ||||
| 2025-03-27 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 231 | 43 | ||||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 1,807 | 19.27 | 289 | 8.24 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 84,357 | 2,974.23 | 13,691 | 2,922.30 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 60 | 10 | ||||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 24,257 | -1.55 | 3,885 | -10.65 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 249,692 | 17.56 | 40,525 | 15.32 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 457,772 | 14.28 | 74,296 | 12.10 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 10 | -47.37 | 2 | -66.67 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,139 | 3.17 | 185 | 1.10 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 1,117 | 915.45 | 181 | -2.17 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,157 | 14.10 | 8,465 | 11.94 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 1,877 | 305 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 1,622 | -6.84 | 263 | -8.68 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 8,540 | 6.67 | 1,386 | 8.11 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 20,385 | 3,125 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 2,675 | 4.00 | 434 | 2.12 | ||||
| 2025-05-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 286 | 0.00 | 50 | -21.87 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 187 | -21.76 | 30 | -23.08 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 1,500 | 243 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 32,691 | 547.99 | 5,306 | 536.09 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,806 | -0.66 | 289 | -9.69 | ||||
| 2025-04-10 | 13F | 团队合作财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 3,815 | 619 | ||||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 351,365 | 0.35 | 57 | 0.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 1,400 | -98.74 | 227 | -98.76 | |||
| 2025-06-05 | NP | GTCEX - 战略股票投资组合 | 17,444 | -5.76 | 2,674 | -22.18 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 9,304 | -6.06 | 1,510 | -7.81 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 3,870 | -4.44 | 620 | -13.31 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 294,085 | -11.40 | 47,104 | -19.60 | ||||
| 2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 696 | -75.66 | 129 | -77.57 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 15,766 | -22.72 | 2,559 | -24.21 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 8,631 | 1,401 | ||||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 14,951 | -1.03 | 2,292 | -18.30 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 3,277 | 2.41 | 532 | 0.38 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 25,112 | -7.75 | 4,076 | -9.52 | ||||
| 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 | 46,200 | -31.25 | 7,498 | -32.56 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准 | 8,184 | 0.00 | 1,328 | -1.92 | ||||
| 2025-04-24 | 13F | TFC财务管理 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 18 | -30.77 | 3 | |||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 108 | 30.12 | 18 | 30.77 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 2,713 | -11.05 | 440 | -12.70 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 23,902 | 0.00 | 3,879 | -1.90 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 16,875 | 559.95 | 2,739 | 547.28 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 1,366 | 1.79 | 222 | -0.45 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 3,500 | 75.00 | 568 | 72.12 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 13 | 2 | ||||||
| 2025-08-14 | 13F | 安盛公司 | 20,253 | 1.19 | 3,287 | -0.72 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 2,527 | 29.79 | 410 | 27.33 | ||||
| 2025-05-15 | 13F | 索恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 14,054 | 604.11 | 2,281 | 590.91 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 30,400 | 334.29 | 4,934 | 325.99 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 7,452 | 1,209 | ||||||
| 2025-08-06 | 13F | 南州公司 | 126 | -9.35 | 20 | -9.09 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,778 | 13.18 | 285 | 2.53 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 134,596 | -3.55 | 21,845 | -5.39 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 15,222 | -1.83 | 2,471 | -3.70 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 47,100 | 132.02 | 7,644 | 127.64 | |||
| 2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 890 | -30.69 | 144 | -32.08 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 10,708 | -82.68 | 1,738 | -83.02 | ||||
| 2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 9,574 | -1.53 | 1,554 | -3.42 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,435 | -15.51 | 395 | -17.02 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 2,922,313 | 20.27 | 474,292 | 17.98 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 465 | 0 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 305,462 | -16.58 | 49,579 | -18.17 | ||||
| 2025-05-28 | NP | 规则 - 自适应核心 ETF | 2,054 | -47.13 | 340 | -78.67 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 196,766 | 13.21 | 31,516 | 2.73 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 18,057 | 14.57 | 2,931 | 12.39 | ||||
| 2025-08-13 | 13F | 北方成长管理有限公司 | 31,000 | 0.00 | 5 | -20.00 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 3,842 | 0.00 | 615 | -9.29 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 9,991 | 3.66 | 1,622 | 1.69 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 6,477 | 0.00 | 1,051 | -1.87 | ||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 1,480 | 0.00 | 237 | -28.83 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 16 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 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 | 10,662 | -91.13 | 1,708 | -91.95 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 6,814 | -14.96 | 1,106 | -16.60 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 4,176 | 678 | ||||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 110,423 | 3.36 | 17,922 | 1.39 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 74,131 | 72.59 | 12,032 | 69.31 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 169 | 83.70 | 27 | 80.00 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 221 | 4.74 | 37 | -2.70 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 40,545 | 6,580 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 436 | -0.46 | 71 | -2.78 | ||||
| 2025-05-12 | 13F | 爱格夫管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 155 | 0.00 | 25 | 0.00 | ||||
| 2025-05-13 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 21,822 | 1.48 | 3,542 | -0.67 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 476 | 10.19 | 77 | 8.45 | ||||
| 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 | 276 | -23.76 | 42 | -37.31 | ||||
| 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 | 12,392 | 32.61 | 1,899 | 9.52 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 13,331 | 13.36 | 2,164 | 11.21 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 255 | 3.66 | 41 | 2.50 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 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 | 11 | 22.22 | 2 | 0.00 | ||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 6,738 | -1.23 | 1,079 | -10.38 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 3,480 | 4.41 | 565 | 2.36 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | FIL有限公司 | 1,341 | 218 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 2,959 | 17.61 | 474 | 6.53 | ||||
| 2025-04-22 | 13F | 哈特兰银行信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 415 | -14.96 | 64 | -30.00 | ||||
| 2025-07-28 | NP | SUPL - ProShares 供应链物流 ETF | 221 | 0.91 | 35 | -7.89 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,776 | -10.44 | 288 | -12.20 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 177,673 | -3.02 | 29 | -6.67 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 268 | -1.47 | 43 | -12.50 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 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 | 24,211 | -0.53 | 3,878 | -9.75 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 6,123,887 | 1.37 | 993,907 | -0.56 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 795,032 | -13.35 | 129,034 | -15.00 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 19,884 | 3,227 | ||||||
| 2025-08-13 | 13F | 奥西亚姆 | 3,409 | 8.67 | 553 | 6.55 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 1,947 | 53.43 | 312 | 39.46 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 2,361 | 46.92 | 362 | 21.14 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 34 | 6 | ||||||
| 2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-23 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 105 | 162.50 | 19 | 100.00 | ||||
| 2025-05-15 | 13F | DRW 证券有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | 中央信托公司 | 0 | -100.00 | 0 | |||||
| 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 | 56,317 | 0.42 | 8,632 | -17.07 | ||||
| 2025-05-15 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-15 | 13F | 视差波动率顾问公司，有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 1 | -85.71 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 1,321 | 214 | ||||||
| 2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -2,019 | -7.68 | -328 | -9.42 | |||
| 2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 100,526 | -45.26 | 15,409 | -54.80 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 8 | -11.11 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 3,897 | 632 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 700 | 600.00 | 114 | 606.25 | |||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 20,249 | -31.78 | 3,286 | -33.08 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 593,243 | -14.87 | 96,283 | -16.49 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 2,270 | 4.90 | 348 | -13.47 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 17,488 | -0.68 | 2,838 | -2.57 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 5,137 | 50.69 | 787 | 24.53 | ||||
| 2025-05-16 | 13F | 阿雷特财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 55,656 | 0.00 | 9,033 | -1.91 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 2,277 | -75.83 | 370 | -76.32 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 50,455 | 8.37 | 7,734 | -10.51 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 50,603 | 8,105 | ||||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 96,881 | 8.09 | 14,850 | -10.74 | ||||
| 2025-03-25 | NP | DTMGX - 纽约梅隆银行税务管理增长基金 A 类 | 4,730 | -1.46 | 878 | -9.21 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 2,512 | 0.00 | 408 | 3.83 | ||||
| 2025-08-08 | 13F | 创意策划 | 83,532 | 54.26 | 13,557 | 51.32 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 39,662 | -94.49 | 6,437 | -94.60 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 179 | 30.66 | 29 | 31.82 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 331,859 | -32.50 | 55,902 | -31.95 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 597 | 22.59 | 97 | 20.00 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 36 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 1,264 | -9.84 | 205 | -11.26 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -57 | -0.00 | -9 | 0.00 | |||
| 2025-07-28 | 13F | 邓克街公司 | 10,236 | -13.52 | 1,661 | -15.17 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 711 | 115 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 94 | -8.74 | 15 | -11.76 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 5,279,181 | 1.14 | 856,811 | -0.79 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 1,505 | -1.31 | 244 | -3.17 | ||||
| 2025-08-26 | NP | EXI - iShares 全球工业 ETF | 21,327 | -12.44 | 3,461 | -14.10 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 48,000 | 7,790 | ||||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,219 | 106.26 | 187 | 70.64 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 1,717 | 31.47 | 279 | 28.70 | ||||
| 2025-05-15 | 13F | StoneX集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | 圣约资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 1,933,480 | 11.58 | 314 | 9.44 | ||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 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 | 11,858 | 3.10 | 1,818 | -14.85 | ||||
| 2025-05-16 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 9,531 | -4.60 | 1,547 | -6.47 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 652 | -33.67 | 100 | -45.60 | ||||
| 2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 2,716 | -8.46 | 441 | -10.20 | ||||
| 2025-06-26 | NP | OWSMX - 老韦斯特伯里中小型股策略基金 | 1,415 | -90.75 | 217 | -92.39 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林中小型股增长 VIP 基金 1 级 | 42,400 | -0.70 | 6,882 | -2.59 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 11,167 | 0.82 | 1,812 | -1.09 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 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 | 8,594 | 10.28 | 1,317 | -8.92 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 24,399 | -2.71 | 3,960 | -4.56 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 12,322 | 29.04 | 2,000 | 26.60 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,251 | 16.59 | 3,124 | 14.39 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 16 | 0.00 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 1,399 | 47.89 | 227 | 45.51 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,425 | 1.46 | 394 | -0.51 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | 13,887 | 0.00 | 2,254 | -1.92 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 146 | -5.19 | 22 | -21.43 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 35,658 | 0.28 | 5,787 | -1.62 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,549,766 | 9.70 | 251,046 | 7.77 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 1,024 | -50.44 | 157 | -59.27 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 67,673 | 1.96 | 10,983 | 0.02 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 2,820 | 38.24 | 458 | 35.61 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 14,003 | 0.26 | 2,273 | -1.65 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 938 | 54.53 | 152 | 52.00 | ||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 334,990 | 0.00 | 53,655 | -9.25 | ||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | WVALX - 价值基金 - 投资者类别 | 123,600 | 0.00 | 20,060 | -1.90 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 305 | 342.03 | 49 | 300.00 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 7,390 | 1,199 | ||||||
| 2025-06-26 | NP | USNQX - 纳斯达克 100 指数基金 | 94,274 | -1.26 | 14,450 | -18.46 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | Call | 3,500 | 568 | |||||
| 2025-08-11 | 13F | 顾问资源委员会 | 131 | 21 | ||||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 40,000 | 0.00 | 6,492 | -1.90 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 607,294 | -1.02 | 98,564 | -2.91 | ||||
| 2025-08-20 | NP | WALSX - Wasatch 多头/空头 Alpha 基金投资者类别股票 | 7,751 | 1,258 | ||||||
| 2025-07-30 | 13F | 达戴维森公司 | 1,323 | -53.35 | 215 | -54.37 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 218,973 | 0.47 | 33,564 | -17.03 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 204,221 | 2.77 | 33,145 | 0.82 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 1,467 | -1.41 | 238 | -3.25 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 39,904 | -1.16 | 6,476 | -3.04 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 1,775 | -33.42 | 288 | -34.92 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,798 | -4.67 | 270 | -2.54 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 24,288 | -2.10 | 3,942 | -3.97 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 100,078 | 134.68 | 16,243 | 130.22 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,507 | -4.68 | 245 | -6.51 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 148,800 | -42.12 | 24,150 | -43.23 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 147,700 | 203.91 | 23,972 | 198.15 | |||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 8 | 1 | ||||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 171,837 | 4.47 | 27,889 | 2.48 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 36,668 | 71.96 | 5,951 | 68.73 | ||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 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 | 55,200 | -4.50 | 8,841 | -13.33 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 5,100 | 817 | ||||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 797 | -0.38 | 0 | |||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 418,252 | -11.62 | 67,882 | -13.31 | ||||
| 2025-08-25 | NP | VMACX - Virtus KAR 中盘核心基金 A 类 | 514,041 | 77.09 | 83,429 | 73.72 | ||||
| 2025-05-15 | 13F | 格伦鹰顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,410 | 0.71 | 229 | -1.30 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 89,638 | 275.65 | 15 | 366.67 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 2,880 | 467 | ||||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 10,075 | -33.50 | 1,635 | -34.76 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 583,377 | -75.84 | 94,682 | -76.30 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 1,400 | 0.00 | 227 | -1.73 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 22 | -35.29 | 4 | -40.00 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 3,615 | 1 | ||||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 22 | 0.00 | 4 | 0.00 | ||||
| 2025-05-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 4,643 | -69.83 | 768 | -71.71 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 121,053 | 1.43 | 19,647 | -0.50 | ||||
| 2025-08-05 | 13F | 合众集团控股公司 | 160,661 | 24.43 | 26,075 | 22.07 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 33,821 | 54.35 | 5,489 | 51.42 | ||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 93 | 29.17 | 15 | 25.00 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 2,268 | -1.95 | 0 | |||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 530 | -4.85 | 86 | -6.52 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 2,298 | 0.00 | 373 | -2.11 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 1,287 | 6.36 | 209 | 4.00 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 386 | -47.84 | 63 | -52.31 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 52,844 | 0.00 | 8,577 | -1.91 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 1,339 | -1.90 | 217 | -3.56 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 1,713 | 10.23 | 278 | 8.17 | ||||
| 2025-08-14 | 13F | 联信银行 | 33,797 | 4.67 | 5,485 | 2.68 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,261 | 1,046.36 | 205 | 973.68 | ||||
| 2025-08-13 | 13F | DL卡尔森投资集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 8,819 | 1,431 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 88,736 | -2.14 | 14,402 | -4.00 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 2,017 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 15,423 | 3.93 | 2,503 | 1.96 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 69,519 | 14.73 | 11,283 | 12.54 | ||||
| 2025-08-20 | NP | WAUSX - Wasatch 美国精选基金投资者类别 | 5,011 | 11.88 | 813 | 9.72 | ||||
| 2025-08-11 | 13F | 里夫斯 WH 有限公司 | 74,205 | 82.01 | 12,043 | 78.55 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 29 | 190.00 | 5 | 300.00 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 6,850 | 31.71 | 1,097 | 19.63 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 52,646 | -7.74 | 8,544 | -9.49 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 125,300 | -14.47 | 20,336 | -16.10 | ||||
| 2025-08-26 | NP | DFDMX - DF Dent 中型成长基金投资者股票 | 65,110 | -14.73 | 10,567 | -16.35 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,587 | -1.38 | 6,912 | -3.26 | ||||
| 2025-08-07 | 13F | PFG顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 9,186 | -5.90 | 1,491 | -7.74 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,983 | 7.16 | 3,681 | -2.75 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级 | 4,319 | 0.00 | 662 | -17.35 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 145,665 | -35.90 | 23,641 | -37.12 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 1,948 | 16,133.33 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 19,242 | 0.00 | 3,123 | -1.92 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 1,766 | 38.29 | 287 | 35.55 | ||||
| 2025-05-05 | 13F | 森吉咨询小组 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 180 | 25.87 | 29 | 12.00 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 11,471 | 0.00 | 1,837 | -9.24 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 1,538 | 22.35 | 254 | 14.93 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 2,598 | -16.14 | 422 | -17.77 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,791 | 15.86 | 453 | 13.82 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 25,115 | -5.97 | 4,076 | -7.76 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 8,750 | 0.00 | 1 | 0.00 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 1 | 0 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 17,813 | 2,891 | ||||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 26,276 | 0.00 | 4,265 | -1.91 | ||||
| 2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 12,086 | 6.26 | 1,962 | 4.25 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 2,700 | 0.00 | 447 | -6.30 |
