机构投资人持股和股东
Tetra Tech, Inc. (IT:1TTEK) 有 1087 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 292,991,427 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Pictet Asset Management Holding SA, State Street Corp, Neuberger Berman Group LLC, IJH - iShares Core S&P Mid-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Amundi, NAESX - Vanguard Small-Cap Index Fund Investor Shares, and Alliancebernstein L.p. .
Tetra Tech, Inc. (BIT:1TTEK)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 30.40 / share. Previously, on April 28, 2025, the share price was 27.40 / share. This represents an increase of 10.95% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | NP | FLOWX - 富达水务可持续发展基金 | 7,534 | 0.00 | 263 | 20.09 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 215,018 | 2.13 | 7,732 | 25.58 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 70,576 | -0.77 | 2,538 | 21.97 | ||||
| 2025-05-14 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 292,645 | 0.19 | 10,524 | 23.18 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 | 15,508 | -13.22 | 558 | 6.70 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 5 | 0.00 | 0 | |||||
| 2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 25,381 | -2.95 | 792 | -17.78 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,396,981 | 57.30 | 86,195 | 93.39 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 20,880 | 751 | ||||||
| 2025-06-18 | NP | GMXAX - 全国中盘市场指数基金 A 类 | 48,686 | -6.85 | 1,519 | -21.06 | ||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 2,771 | 86 | ||||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,360 | 301 | ||||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 6,118 | 18.47 | 214 | 42.00 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 25,030 | 218.61 | 900 | 293.01 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 67,645 | -1.02 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 米罗娃 | 144,829 | 19.84 | 5,208 | 47.37 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 12,609 | 20.22 | 453 | 48.04 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 212,559 | -54.85 | 7,644 | -44.50 | ||||
| 2025-08-26 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 22,934 | -32.02 | 825 | -16.43 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 108 | 4 | ||||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 971 | 3.08 | 28 | -24.32 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 880 | 32 | ||||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 79,940 | 0.00 | 2,875 | 22.93 | ||||
| 2025-08-26 | NP | TSMDX - Trillium ESG 中小型股基金机构股票 | 11,255 | -0.19 | 405 | 22.80 | ||||
| 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 | 71,014 | 2.59 | 2,215 | -13.07 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 59,396 | -88.29 | 2,136 | -85.61 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 2,500 | 0.00 | 90 | 21.92 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 8,903,128 | -0.42 | 320,156 | 22.42 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,951 | 809 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 130,744 | 0.05 | 4,702 | 23.00 | ||||
| 2025-07-25 | NP | SCHM - 嘉信美国中型 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 | 710,258 | 2.74 | 24,816 | 22.97 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 987 | 54.46 | 35 | 94.44 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 105 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | BGRWX - BARRETT GROWTH FUND 零售类 | 23,000 | 0.00 | 827 | 23.07 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 77,473 | -75.19 | 2,786 | -69.51 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 168 | 4.35 | 6 | |||||
| 2025-05-09 | 13F | 策略资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 2,586 | 1.13 | 93 | 24.32 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 16,898 | 3.02 | 608 | 26.72 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 158,110 | -3.25 | 5,686 | 18.93 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 2,873,560 | 30.42 | 103,333 | 60.34 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 72,297 | -1.21 | 2,600 | 21.45 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 93,700 | 4.23 | 3,369 | 28.15 | |||
| 2025-07-14 | 13F | 农商投资公司 | 214 | 4.90 | 8 | 40.00 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 5,642 | 203 | ||||||
| 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 | 都铎投资公司等 | Call | 9,400 | -16.07 | 338 | 3.36 | |||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 94,763 | 9.77 | 2,956 | -6.96 | ||||
| 2025-07-23 | 13F | 新英格兰专业规划集团公司 | 7,415 | 0.00 | 267 | 23.15 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 10 | 42.86 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 5,100 | 0.00 | 183 | 22.82 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,384,387 | -6.32 | 49,783 | 15.17 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 2,437 | -8.38 | 88 | 12.99 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 423,028 | -2.97 | 15,212 | 19.28 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 525 | 19 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 28,512 | -3.25 | 1 | |||||
| 2025-08-14 | 13F | 野村控股公司 | 104,820 | 3,769 | ||||||
| 2025-06-30 | NP | RSMC - 洛克菲勒美国中小型股ETF | 443,006 | 5.16 | 13,817 | -10.87 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 140,400 | -36.44 | 5,049 | -21.87 | |||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 650,498 | 11.69 | 23,392 | 37.31 | ||||
| 2025-08-27 | NP | RYBHX - S&P MidCap 400 纯增长基金 H 级 | 4,921 | -7.13 | 177 | 14.29 | ||||
| 2025-08-25 | NP | TMCAX - RBC SMID 资本成长基金 A 股 | 72,270 | -18.63 | 2,599 | 0.04 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 120,213 | 0.91 | 3,749 | -14.46 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 10,460 | 16.27 | 374 | 42.37 | ||||
| 2025-08-15 | NP | SSIJX - American Beacon SSI 另类收入基金机构类别 | Short | -38,960 | 36.99 | -1,401 | 68.59 | |||
| 2025-08-12 | 13F | MAI资本管理 | 849 | 68.12 | 31 | 114.29 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 50,904 | 11.07 | 1,831 | 36.57 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 238,569 | -6.77 | 8,579 | 14.60 | ||||
| 2025-06-25 | NP | PESPX - 纽约梅隆中型股指数基金公司投资者股票 | 131,121 | -3.36 | 4,090 | -18.09 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 5,300 | -5.36 | 191 | 16.56 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 皇冠顾问管理公司 | 125,000 | 0.00 | 4 | 33.33 | ||||
| 2025-05-29 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 4,879 | -7.59 | 143 | -32.38 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 96,363 | 32.49 | 3,465 | 62.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 6,694 | -5.22 | 241 | 16.50 | ||||
| 2025-05-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 13,249 | -4.65 | 476 | 17.24 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 19,887 | -1.53 | 582 | -27.74 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 113,660 | 5.68 | 4,087 | 29.95 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 24,954 | 1.50 | 778 | -13.94 | ||||
| 2025-08-26 | NP | Profunds - Profunds 中型成长股副总裁 | 2,407 | 6.98 | 87 | 32.31 | ||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 11,181 | 1.21 | 402 | 24.46 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 970,018 | 24.52 | 35 | 54.55 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | Short | -10,530 | -379 | |||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 中小盘价值副总裁初始 | 11,450 | 0.00 | 412 | 23.05 | ||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 86 | 0.00 | 3 | 50.00 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | Short | -6,345 | 962.81 | -198 | 118.89 | |||
| 2025-06-26 | NP | FSMD - 富达中小因子 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 | 99,574 | 125.91 | 3,106 | 91.55 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 591 | -28.71 | 21 | -12.50 | ||||
| 2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 8,307 | 290 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 7,800 | 280 | ||||||
| 2025-06-26 | NP | ALTFX - AB 可持续全球主题基金, INC. A 类 | 782,420 | -5.96 | 24,404 | -20.29 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 17,350 | -15.38 | 613 | 2.17 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 543,895 | -5.08 | 19,558 | 17.37 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 7,699 | -10.64 | 277 | 9.52 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 439 | 0.23 | 16 | 25.00 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,555,711 | 3.38 | 55,780 | 26.64 | ||||
| 2025-08-26 | NP | WCMJX - WCM 专注小盘基金投资者类别股票 | 28,763 | 16.02 | 1,034 | 42.62 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 17,604 | -9.11 | 633 | 11.84 | ||||
| 2025-08-14 | 13F | 德肖公司 | 29,375 | -95.59 | 1,056 | -94.58 | ||||
| 2025-08-08 | 13F/A | 红杉财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 9,380 | -21.18 | 0 | |||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 自然投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,302,069 | -6.64 | 46,822 | 14.78 | ||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 26,517 | 954 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 954 | 143.99 | 34 | 209.09 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 144,600 | 0.00 | 5 | 25.00 | ||||
| 2025-05-15 | 13F | 积极财富管理 | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | 绿叶信托 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 金沙资本管理有限公司 | 5,200,335 | 26.51 | 187,004 | 55.53 | ||||
| 2025-08-26 | NP | NMFIX - 多管理人全球上市基础设施基金 | 19,831 | -27.30 | 713 | -10.54 | ||||
| 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 | 383,613 | 8.43 | 13,403 | 29.79 | ||||
| 2025-05-23 | NP | KESGX - Kennedy Capital ESG SMID 上限基金机构类别股票 | 10,639 | -40.32 | 311 | -56.20 | ||||
| 2025-07-30 | 13F | 道德公司 | 30,030 | 4.47 | 1,070 | 26.03 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 21,640 | 0.00 | 633 | -26.68 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 35 | 34.62 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 | 24,333 | 1.81 | 875 | 25.18 | ||||
| 2025-09-03 | NP | MMNIX - 米勒市场中性收入基金 I 类 | Short | -16,200 | 23.66 | -595 | 45.83 | |||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 33,375 | 4.38 | 1 | |||||
| 2025-08-05 | 13F | 关键金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 412,070 | -1.69 | 14,818 | 20.87 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,390 | 0.00 | 51 | -23.88 | ||||
| 2025-08-28 | NP | SPWIX - Simt 小盘成长基金 I 类 | 22,083 | 13.54 | 794 | 39.79 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 384,789 | 5.21 | 13,837 | 29.35 | ||||
| 2025-05-14 | 13F | 拉弗蒂资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 9,328 | -0.45 | 335 | 22.26 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 6,340 | 0.00 | 222 | 19.46 | ||||
| 2025-08-27 | NP | RYMDX - 中型股 1.5 倍策略基金 H 级 | 781 | -10.44 | 28 | 12.00 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 310 | 0.00 | 11 | 22.22 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 16,211 | -6.88 | 583 | 14.34 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 8,220 | 83.69 | 296 | 65.73 | ||||
| 2025-05-12 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 104,770 | -3.05 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 4,200 | -62.10 | 151 | -53.25 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 58,833 | -1.28 | 2,116 | 21.34 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 3,773 | 249.35 | 136 | 335.48 | ||||
| 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 | 9,211 | 287 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 100,528 | 3,615 | ||||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 727,592 | 1.59 | 26 | 30.00 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 7,109 | 256 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,432 | 7.91 | 50 | 31.58 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 11,684 | 2.50 | 420 | 26.13 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 915,849 | -2.78 | 32,934 | 19.52 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 4,021,788 | 84.94 | 147,095 | 131.25 | ||||
| 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 | 168 | -73.38 | 6 | -72.22 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 660 | -0.90 | 24 | 21.05 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 6,669 | -86.70 | 240 | -83.70 | ||||
| 2025-05-15 | 13F | 隆奥资产管理（美国）公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | 冯托贝尔控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 12,480 | 41.30 | 449 | 73.64 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 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 | 122,394 | 1.49 | 3,817 | -13.97 | ||||
| 2025-08-14 | 13F | 道富银行 | 11,941,739 | 11.83 | 429,425 | 37.48 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 5,853 | 210 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 735 | -32.26 | 26 | -16.13 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 10,302 | -0.50 | 370 | 22.52 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 153,686 | 38.01 | 4,793 | 16.96 | ||||
| 2025-04-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 743 | 0.00 | 22 | -30.00 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 203,670 | -10.38 | 7 | 16.67 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 4,729 | -9.63 | 165 | 8.55 | ||||
| 2025-06-27 | NP | KBIWX - KBI GLOBAL INVESTORS AQUARIUS FUND 机构股票 | 39,389 | 38.11 | 1,229 | 17.06 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 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 | 12,973 | 0.00 | 379 | -26.55 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 75,660 | 3.70 | 2,721 | 27.46 | ||||
| 2025-08-27 | NP | ARBOX - 绝对可转换套利基金投资者股份 | Short | -190,507 | 1.76 | -6,851 | 25.11 | |||
| 2025-08-13 | 13F | 胜利资本管理公司 | 44,014 | -41.42 | 1,583 | -27.99 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 90,292 | -3.31 | 3,247 | 18.86 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 3,792 | -60.61 | 0 | |||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 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 | 6,689 | 2.14 | 209 | -13.69 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 6,096 | 105.39 | 219 | 154.65 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 67,702 | 5.67 | 2,435 | 29.88 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 40,915 | 6.18 | 1,430 | 27.14 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 627 | 0.00 | 23 | 22.22 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 6,235 | 0.00 | 218 | 19.89 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 2,969,645 | -0.86 | 106,788 | 21.89 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 47,776 | -11.46 | 1,724 | 9.19 | ||||
| 2025-07-29 | NP | SECAX - SIIT 小盘 II 基金 - A 类 | 21,684 | -2.26 | 758 | 17.00 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 69,945 | 2,515 | ||||||
| 2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 115,659 | 3.41 | 4,159 | 27.15 | ||||
| 2025-06-25 | NP | BKMC - 纽约梅隆银行美国中盘核心股票 ETF | 27,941 | -30.97 | 871 | -41.50 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 1,619 | 0.00 | 57 | 19.15 | ||||
| 2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 135,893 | 0.07 | 4,887 | 23.01 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 3,065 | -8.37 | 107 | 10.31 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 6,525 | 0 | ||||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 320,000 | 0.00 | 11,507 | 22.94 | |||
| 2025-04-29 | 13F | 信托金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 57,548 | 5.83 | 2,069 | 30.13 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert S&P MidCap 400 指数投资组合副总裁 - I 类 | 51,162 | -2.99 | 1,840 | 19.26 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 5,950 | 214 | ||||||
| 2025-07-25 | 13F | 海明顿财富管理 | 331 | 77.01 | 0 | |||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 29,024 | 1,044 | ||||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -6,175 | -216 | |||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 62 | -70.48 | 2 | -66.67 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 7,293 | 19.48 | 262 | 7.82 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 6,350 | 228 | ||||||
| 2025-08-27 | NP | CFWAX - 卡尔弗特全球水基金 A 级 | 220,983 | -13.03 | 7,947 | 6.93 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 3,920 | 35.59 | 141 | 66.67 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 8,164 | -1.26 | 255 | -16.45 | ||||
| 2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 128,586 | -1.37 | 4,011 | -16.41 | ||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 1,230 | 0.00 | 44 | 25.71 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 17 | -98.90 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 39,200 | -41.14 | 1,410 | -27.67 | |||
| 2025-08-15 | 13F | 摩根士丹利 | 2,694,666 | -11.10 | 96,900 | 9.30 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 7,133 | 256 | ||||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | Short | -34,598 | -1,209 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 39,900 | -18.40 | 1,435 | 0.28 | |||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 144,823 | 5 | ||||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 II - DWS 中小盘增长 VIP A 级 | 17,595 | 0.00 | 633 | 22.96 | ||||
| 2025-07-22 | NP | GSFP - 高盛未来星球股票 ETF | 6,121 | -62.54 | 214 | -55.25 | ||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 820 | -4.09 | 29 | 16.00 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,000 | 0.00 | 36 | 20.69 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 16,700 | -30.42 | 601 | -14.53 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 10,775 | -78.04 | 387 | -73.03 | ||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 1,431,482 | 44,648 | ||||||
| 2025-05-16 | 13F/A | Kestra 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-25 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSMYX - 高盛机构中小盘增长基金 | 662,192 | 20.35 | 23,137 | 44.05 | ||||
| 2025-08-11 | 13F | 花旗集团 | 150,016 | 33.86 | 5,395 | 64.55 | ||||
| 2025-06-26 | NP | SCMGX - 金沙资本全球成长基金机构类别股票 | 274,416 | -5.81 | 8,559 | -20.17 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 53,625 | -1.47 | 1,928 | 21.18 | ||||
| 2025-08-29 | NP | MMSCX - Praxis 小盘股指数基金 A 类 | 9,380 | -21.18 | 337 | -3.16 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 53,800 | -5.94 | 1,935 | 15.60 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -578 | -21 | |||||
| 2025-07-18 | 13F | 第一太平金融 | 19,555 | -6.98 | 703 | 14.50 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 483,503 | -7.25 | 17,387 | 14.02 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 917,911 | 16.97 | 33,008 | 43.81 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 498,259 | 9.11 | 17,918 | 34.15 | ||||
| 2025-05-09 | 13F | 法罗金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 506,129 | 4.45 | 18,200 | 28.41 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 317,807 | 5.29 | 11,428 | 29.45 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 158,667 | -0.28 | 5,544 | 19.36 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -7,371 | -230 | |||||
| 2025-07-10 | 13F | 信任点公司 | 9,998 | -30.82 | 360 | -14.93 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 11,552 | 415 | ||||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 68,025 | 8.35 | 2,122 | -8.18 | ||||
| 2025-05-23 | NP | GVLU - Gotham 1000 价值 ETF | 11,360 | 1,466.90 | 332 | 876.47 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 4,408 | 38.75 | 159 | 71.74 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 264,828 | 82.54 | 9,441 | 124.57 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 2,500 | 0.00 | 90 | 21.92 | ||||
| 2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 12,192 | -14.92 | 380 | -27.89 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 17,022 | 1.56 | 612 | 24.90 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 3,639 | -1.33 | 131 | 20.37 | ||||
| 2025-05-16 | 13F | 斯坦斯资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 39,920 | 0.00 | 1,436 | 22.96 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 12,052 | 1.69 | 433 | 25.14 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 62,521 | 216.08 | 2,248 | 288.93 | ||||
| 2025-07-29 | NP | VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund 机构股票 | 223,357 | -1.34 | 7,804 | 18.10 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 57 | 42.50 | 0 | |||||
| 2025-08-26 | NP | Spdr S&p Midcap 400 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,068,945 | -3.33 | 74,399 | 18.85 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 733 | 3.68 | 26 | 30.00 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 216 | 8 | ||||||
| 2025-08-26 | NP | SCDV - Bahl & Gaynor 小型股股息 ETF | 128,213 | 5.14 | 4,611 | 29.24 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 64,569 | 26.65 | 2,322 | 55.67 | ||||
| 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 | 6,045 | 0.00 | 217 | 23.30 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 112,399 | 8.82 | 3,927 | 30.29 | ||||
| 2025-05-13 | 13F | Aptus 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 11,590 | 7.52 | 405 | 28.66 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 4,911 | 0.24 | 153 | -15.00 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 174,202 | -21.38 | 6,264 | -3.35 | ||||
| 2025-07-25 | NP | MIDE - Xtrackers S&P MidCap 400 ESG ETF | 696 | -31.90 | 24 | -17.24 | ||||
| 2025-04-17 | 13F | 布莱顿琼斯有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 10,723 | 1.49 | 386 | 24.60 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 0 | 0 | ||||||
| 2025-05-14 | 13F | 埃莱维斯特公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | AlpenGlobal Capital LLC | 103,379 | 7.15 | 3,718 | 31.72 | ||||
| 2025-05-15 | 13F | 桑德勒资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 1,502 | -26.48 | 52 | -11.86 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 585 | 0.00 | 21 | 23.53 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 14,700 | 529 | |||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 150,598 | 11.66 | 5,416 | 37.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘股指数投资组合 IB 类 | 224,927 | -0.57 | 8,088 | 22.25 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 130,789 | -31.34 | 4,703 | -15.58 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 4,996 | 6.73 | 180 | 31.62 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/400 管理波动性投资组合 IB 级 | 63,296 | -6.96 | 2,276 | 14.43 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 32,915 | 0.00 | 1,183 | 22.97 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 3,207 | 55.83 | 115 | 91.67 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 979 | 0.72 | 35 | 25.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 675 | 0.00 | 24 | 26.32 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 5,044 | 13.17 | 157 | -4.27 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 33,367 | 22.44 | 1,200 | 50.44 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 4,094 | 147 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 36,764 | 9.29 | 1,147 | -7.36 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,853 | 2,296 | ||||||
| 2025-05-22 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 31,247 | 126.97 | 914 | 66.61 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 13,848,101 | -4.52 | 497,977 | 17.39 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P MidCap 400 纯增长基金可变年金 | 1,741 | -7.83 | 63 | 12.73 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 9,363 | 6.91 | 327 | 28.24 | ||||
| 2025-08-13 | 13F | 挪威银行 | 2,915,542 | 104,843 | ||||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 392,500 | 48.11 | 14,114 | 82.09 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 5,875,571 | -4.33 | 211,286 | 17.62 | ||||
| 2025-08-28 | NP | MDYG - SPDR(R) S & P 400 中型成长 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 | 389,338 | -19.89 | 14,001 | -1.52 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 140,789 | 28,515.65 | 4,391 | 24,294.44 | ||||
| 2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 62,048 | 5.33 | 2,231 | 29.48 | ||||
| 2025-05-01 | 13F | BankPlus 信托部 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 114,000 | 14.00 | 4,099 | 40.14 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 74,100 | -1.33 | 2,665 | 21.31 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 4,074,838 | -1.28 | 146,531 | 21.37 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 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 | 35,214 | 48.72 | 1,266 | 82.95 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 248,345 | 0.00 | 9 | 14.29 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 8,834 | -4.66 | 318 | 16.97 | ||||
| 2025-06-26 | NP | TSLCX - 泛美小型股价值 C | 1,300 | -10.34 | 41 | -24.53 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 1,065,792 | -20.36 | 38,326 | -1.76 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 84,222 | -6.32 | 3,029 | 15.18 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 7,305 | 0.00 | 263 | 23.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,750 | 45.83 | 63 | 77.14 | ||||
| 2025-07-24 | NP | BDSIX - 贝莱德优势小型核心基金机构股 | 104,082 | 0.00 | 3,637 | 19.68 | ||||
| 2025-08-26 | NP | NOMIX - 北方中型股指数基金 | 175,701 | -5.57 | 6,318 | 16.10 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 13,586 | -9.57 | 489 | 11.16 | ||||
| 2025-08-26 | NP | WFDDX - 富国银行发现基金管理员班 | 372,312 | 8.59 | 13,388 | 33.51 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,281,300 | -3.39 | 46,078 | 18.78 | ||||
| 2025-05-27 | NP | PSGIX - 贝莱德优势小型股成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,194 | 282.36 | 240 | 181.18 | ||||
| 2025-07-28 | NP | MVV - ProShares Ultra MidCap400 | 10,148 | -1.70 | 355 | 17.61 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 151,747 | 0.16 | 5,302 | 19.90 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 10,879 | 84.08 | 391 | 66.38 | ||||
| 2025-08-28 | NP | SLLAX - SIMT 小盘基金 F 类 | 30,198 | 5.69 | 1,086 | 29.94 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 24,076 | 3.90 | 866 | 27.77 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 46,500 | 0.00 | 1,672 | 22.94 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 19,271 | 205.60 | 564 | 124.30 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 5,961 | 214 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 501 | 7.97 | 15 | -22.22 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 4,595 | 3.24 | 165 | 26.92 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 21,670 | 6.21 | 1 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 6,235 | -18.34 | 224 | 0.45 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 29,575 | -5.84 | 1 | |||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 30,713 | 1.29 | 1,104 | 24.60 | ||||
| 2025-08-26 | NP | GSCYX - 机构小型股股票基金 | 85,310 | -7.05 | 3,068 | 14.27 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 316,874 | -14.24 | 11,395 | 5.43 | ||||
| 2025-08-21 | NP | MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 | 120,044 | -7.55 | 4,317 | 13.67 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 66 | 26.92 | 2 | 100.00 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 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 | 134,846 | 0.80 | 4,712 | 20.64 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 51,726 | 32.37 | 1,513 | -2.83 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 7,662 | -8.01 | 276 | 13.17 | ||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 17,555 | 0.00 | 631 | 23.00 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 2,109 | 0.43 | 76 | 22.95 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 12,065 | 0.00 | 434 | 23.01 | ||||
| 2025-08-26 | NP | AB VARIABLE Products SERIES FUND, INC. - AB 全球主题增长投资组合 A 类 | 74,994 | -3.10 | 2,697 | 19.13 | ||||
| 2025-05-14 | 13F | Peak6有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 23,024 | -8.38 | 828 | 12.52 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 55,150 | 0.13 | 1,983 | 23.09 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 286,146 | 10,290 | ||||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 6,174 | -6.31 | 193 | -20.66 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 89,332 | -19.39 | 3,212 | -0.89 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 47,558 | 3.00 | 1,701 | 25.83 | ||||
| 2025-03-27 | NP | EKJAX - 富国银行高级大型公司成长基金 A 类 | 44,290 | -85.56 | 1,630 | -89.14 | ||||
| 2025-04-28 | 13F | 主流资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 埃塞克斯投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 28,013 | -2.12 | 1,007 | 20.31 | ||||
| 2025-08-26 | NP | FIW - First Trust Water ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,226,480 | 0.57 | 44,104 | 23.64 | ||||
| 2025-05-15 | 13F | 前奏资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 5 | 0 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 33,304 | 36.39 | 1,198 | 67.65 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 28 | 100.00 | 1 | |||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 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 | 154,844 | 170.06 | 4,830 | 128.97 | ||||
| 2025-08-11 | 13F | 管理资产投资组合有限公司 | 855,566 | 1.39 | 30,766 | 24.65 | ||||
| 2025-05-29 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 5,305 | 0.00 | 155 | -26.54 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 49,747 | -3.83 | 1,789 | 18.25 | ||||
| 2025-05-13 | 13F | Charter Oak Advisors LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 17,819 | 6.27 | 641 | 30.61 | ||||
| 2025-08-27 | NP | IYSYX - 常春藤小盘核心基金 Y 级 | 75,276 | -1.41 | 2,707 | 21.18 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 2,430 | 333.93 | 0 | |||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 中期增长系列 | 40,222 | 9.10 | 1,446 | 34.14 | ||||
| 2025-05-06 | 13F | 机械资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP Eagle 小型股成长投资组合初始类别 | 50,594 | -10.27 | 1,819 | 10.31 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL 中型股指数基金 2 级 | 43,618 | -1.94 | 1,569 | 20.52 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,067 | -0.28 | 38 | 22.58 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 52,534 | 8.55 | 1,889 | 33.50 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 36,106 | 25.61 | 1,298 | 54.52 | ||||
| 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 | 883 | -64.34 | 32 | -56.94 | ||||
| 2025-08-29 | NP | STXM-Strive 中型股 ETF | 1,302 | 6.55 | 47 | 31.43 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 416,738 | 14,986 | ||||||
| 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 | 1,550 | 7.94 | 56 | 30.95 | ||||
| 2025-08-12 | 13F | 范伯科姆联合公司 | 2,062,811 | 83.86 | 74 | 131.25 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,459 | 3.43 | 160 | 26.98 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 574 | -45.28 | 21 | -33.33 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -521 | -19 | |||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 845 | 8.89 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 11,527 | -10.37 | 415 | 10.11 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿中盘股指数投资组合 A 类 | 101,581 | -5.63 | 3,653 | 16.01 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 344,745 | 0.00 | 10,753 | -15.25 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 348 | -49.93 | 0 | |||||
| 2025-07-24 | NP | RKCIX - 洛克菲勒气候解决方案基金 - 机构类别股票 | 64,947 | 1.54 | 2,269 | 21.53 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 447,862 | 1.89 | 16 | 33.33 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 21,699 | 13.30 | 794 | 41.79 | ||||
| 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 | 15,991 | 63.61 | 575 | 101.75 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 2,535 | 149.26 | 91 | 213.79 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 171,623 | 2.82 | 5,353 | -12.86 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 92 | 3 | ||||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 52,479 | 13.37 | 1,834 | 35.68 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 214,190 | 0.00 | 7,702 | 22.94 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 440,261 | -0.03 | 15,832 | 22.90 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 11,644 | 419 | ||||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 228,259 | 5.66 | 8,208 | 29.89 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 142,461 | 32.85 | 5,123 | 63.33 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 1,875 | 0.00 | 67 | 24.07 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 100 | 0.00 | 0 | |||||
| 2025-04-01 | NP | JETIX - abrdn 全球股票影响力基金机构级 | 25,000 | -38.62 | 920 | -53.77 | ||||
| 2025-08-25 | NP | SMCWX - 小盘世界基金公司 A 类 | 1,585,673 | 57,021 | ||||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 4,683,576 | 1.19 | 168,421 | 24.40 | ||||
| 2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 5,892 | 266.19 | 172 | 129.33 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -204 | -7 | |||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 1,279,641 | -42.12 | 46,016 | -28.85 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,680 | 0.00 | 60 | 22.45 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 522,298 | 18,782 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 5,952 | 7.01 | 214 | 32.10 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 698 | 21.39 | 0 | |||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 8,154 | -1.07 | 293 | 21.58 | ||||
| 2025-07-10 | 13F | TT国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 1,225 | 0.00 | 44 | 25.71 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 81,819 | 16.34 | 2,552 | -1.39 | ||||
| 2025-07-29 | NP | CSMDX - Copeland SMID Cap 股息增长基金 I 类股票 | 64,243 | -11.32 | 2,245 | 6.15 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 10,222 | 0.90 | 368 | 23.99 | ||||
| 2025-07-22 | NP | GSBDX - 高盛小盘成长基金 A 类股票 | 112,667 | 5,567.35 | 3,937 | 1,368.66 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 842 | 29 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultramid-cap | 549 | -16.82 | 20 | 0.00 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 29,597 | 267.25 | 1,064 | 352.77 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 21,481 | 0.00 | 772 | 22.93 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 21,813 | 2.14 | 784 | 25.64 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 275,059 | -1.14 | 9,891 | 21.53 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 250 | 0.00 | 9 | 14.29 | ||||
| 2025-05-30 | NP | HHCAX - Highland 多/空医疗保健基金 A 类 | Short | -16,089 | -471 | |||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 91,992 | 3,308 | ||||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 联信银行 | 90,414 | -5.91 | 3,251 | 15.69 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 178,905 | 5,580 | ||||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 49,450 | 2.13 | 2 | 0.00 | ||||
| 2025-04-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | NBSM - 纽伯格伯曼中小型股 ETF | 86,570 | -6.44 | 3,025 | 12.00 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 2,791,912 | -6.63 | 100,397 | 14.79 | ||||
| 2025-05-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-03-27 | NP | PAHTX - PGIM Jennison 下一代全球机会基金 C 类 | 3,282 | 0.21 | 121 | -25.00 | ||||
| 2025-08-13 | 13F | 法国集团 | 11,500 | 412 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 79,425 | 0.00 | 3 | 0.00 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 205,011 | 214.86 | 7,372 | 287.18 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 27,982 | 978 | ||||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 2,600 | 6.08 | 93 | 30.99 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,433 | 9.98 | 52 | 34.21 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 5,624 | -36.55 | 202 | -22.01 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 110,687 | -7.38 | 4 | 0.00 | ||||
| 2025-08-21 | NP | EVX - VanEck Vectors 环境服务 ETF | 100,811 | -9.22 | 3,625 | 11.61 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 63,340 | -1.25 | 2,278 | 21.38 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 70,803 | 5.67 | 2,474 | 26.50 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 6,631 | 238 | ||||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 14,673 | -5.10 | 528 | 16.59 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 18,340 | 130.34 | 660 | 184.05 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 55 | 0.00 | 2 | 0.00 | ||||
| 2025-06-27 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 8,142 | 0.00 | 254 | -15.38 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | Short | -120,870 | -3,770 | |||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 39,240 | 7.99 | 1,411 | 32.86 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 12,953 | -0.53 | 466 | 14.25 | ||||
| 2025-06-17 | NP | CFAGX - 中型成长基金股票 | 78,975 | 29.51 | 2,463 | 9.76 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 5,994 | -43.69 | 216 | -30.87 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 177,942 | -2.99 | 6,399 | 19.28 | ||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 62,413 | -9.88 | 2,244 | 10.81 | ||||
| 2025-08-26 | NP | WCMAX - WCM 专注于中型基金机构类别股票 | 2,358 | 23.20 | 85 | 52.73 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 59,100 | -12.18 | 2,125 | 7.98 | |||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 70,684 | 16.91 | 2,205 | -0.90 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 54,500 | -1.98 | 1,960 | 20.48 | |||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,490,862 | 0.22 | 305,331 | 23.22 | ||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 28,857 | -11.22 | 900 | -24.75 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 125,765 | -1.10 | 4,523 | 21.59 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 2,595,704 | -9.82 | 93,342 | 10.87 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 731,134 | -1.78 | 26,292 | 20.75 | ||||
| 2025-08-12 | 13F | Neumeier Poma 投资顾问有限公司 | 887,501 | 61.39 | 31,915 | 98.41 | ||||
| 2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 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 | 33,979 | -0.83 | 1,187 | 18.70 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 928,507 | 2.20 | 33,389 | 25.65 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 5 | 0 | ||||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 1,832 | -78.33 | 67 | -83.78 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,771 | 145.97 | 64 | 186.36 | ||||
| 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 | 900 | 0.00 | 32 | 18.52 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 23,165 | -0.04 | 833 | 23.04 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 14,525 | -0.34 | 1 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 44,071 | 22.24 | 1,585 | 50.28 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理中型增长基金 I 类 | 170,366 | 8.98 | 6,126 | 33.99 | ||||
| 2025-05-22 | NP | SAOOX - 叠加 A 投资组合 1 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | 卢米斯·塞尔斯公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 德里豪斯资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-27 | NP | SJGIX - Steward 大盘成长基金机构类别 | 44,000 | 22.22 | 1,619 | -7.96 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（欧洲）有限公司 | 145,323 | -21.54 | 5,226 | -3.54 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 324,395 | 2,773.04 | 10,118 | 320.32 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 73 | 3 | ||||||
| 2025-08-27 | NP | CAXAX - Catalyst/MAP 全球股票基金 A 类 | 69,675 | 2.96 | 2,506 | 26.58 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 354 | 6.31 | 12 | 33.33 | ||||
| 2025-08-26 | NP | EFRA - iShares 环境基础设施和工业 ETF | 4,918 | -2.21 | 177 | 19.73 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 34,617 | -2.43 | 1,245 | 19.96 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 27,735 | 23.43 | 1,103 | 68.14 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 42,158 | 109.15 | 1,516 | 157.39 | ||||
| 2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 73,971 | 0.00 | 2,585 | 19.69 | ||||
| 2025-06-27 | NP | RFG - Invesco S&P MidCap 400 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 | 56,783 | -5.58 | 1,771 | -19.97 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 32,968 | 69.69 | 1,186 | 108.63 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 30,738 | 66.19 | 1 | |||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 746,543 | 612.99 | 26,846 | 776.71 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -337 | -12 | |||||
| 2025-06-25 | NP | IQSM - IQ Candriam ESG 美国中型股票 ETF | 28,620 | -1.01 | 893 | -16.09 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 239,975 | 0.00 | 7,485 | -15.25 | ||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 15,303 | 47.67 | 550 | 76.28 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 14,087 | 507 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 73,662 | -2.09 | 2,648 | 20.36 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 319,509 | -1.52 | 11,490 | 21.06 | ||||
| 2025-08-26 | NP | Nuveen 纳斯达克 100 动态覆盖基金 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 | 21,890 | 0.00 | 787 | 22.97 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 6,023 | -0.58 | 217 | 22.03 | ||||
| 2025-05-15 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 215 | 0.00 | 8 | 16.67 | ||||
| 2025-07-28 | NP | RWK - Invesco S&P MidCap 400 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 | 61,778 | 20.74 | 2,159 | 44.54 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 3,791 | 340.81 | 118 | 280.65 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 2,286 | 18.08 | 82 | 46.43 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,612 | -4.78 | 58 | 16.33 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 294,490 | -3.90 | 10,590 | 18.14 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 47,828 | -3.68 | 1,720 | 18.39 | ||||
| 2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 935 | 0.00 | 34 | 22.22 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 43,021 | -1.23 | 1,547 | 21.43 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 15,662 | -1.79 | 563 | 20.82 | ||||
| 2025-06-27 | NP | PHO - 景顺水资源 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,900,209 | 31.35 | 90,458 | 11.32 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | JSCSX - 摩根大通美国小公司基金 I 类 | 76,821 | -11.00 | 2,762 | 9.43 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 28,544 | 3.23 | 1,026 | 26.98 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 46,528 | -16.91 | 1,673 | 2.20 | ||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 14,357 | 30.29 | 420 | -4.34 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 格拉纳汉投资管理公司/马 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF | 24,794 | 2.94 | 773 | -12.75 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 864,889 | -40.12 | 31,101 | -26.38 | ||||
| 2025-08-07 | 13F | 威斯康星资本管理有限公司 | 5,825 | 209 | ||||||
| 2025-08-26 | NP | PEXMX - T. Rowe Price 扩展股票市场指数基金 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 | 32,998 | 6.11 | 1,187 | 30.47 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 98,211 | -90.05 | 3,532 | -87.77 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 726 | 0.14 | 26 | 23.81 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 77,632 | -0.04 | 2,792 | 22.90 | ||||
| 2025-06-02 | 13F | Cim投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IJK - iShares S&P Mid-Cap 400 Growth ETF | 1,523,622 | -7.34 | 54,789 | 13.92 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 175 | 0.00 | 7 | 20.00 | ||||
| 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 | 6,628 | 7.60 | 207 | -8.85 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 1,787,103 | 64,264 | ||||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 87,232 | 321.94 | 3,137 | 419.21 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 60,592 | -4.39 | 1,890 | -19.00 | ||||
| 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 | 902,680 | 7.40 | 28,155 | -8.98 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 11,470 | 1.87 | 358 | -13.77 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 340 | 0.00 | 12 | 33.33 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 290 | 0.00 | 10 | 25.00 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Neuberger Berman Genesis 投资组合 A 类 | 348,965 | -0.73 | 12,549 | 22.05 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | FFOX - FundX 未来基金机会 ETF | 26,517 | 954 | ||||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 7,791 | 243 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 2,530,185 | -30.41 | 90,985 | -14.44 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 1,305,662 | 30.51 | 47 | 58.62 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 8,195 | 5.59 | 295 | 30.09 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 65 | 0.00 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 8,215 | 0.00 | 295 | 22.92 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 364,518 | -9.21 | 13,086 | 11.60 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 75,600 | -11.89 | 2,714 | 8.34 | |||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 小盘基金 I 类 | 90,235 | 29.25 | 3,245 | 58.86 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 1,798 | 5.76 | 64 | 30.61 | ||||
| 2025-04-23 | 13F | 乐凯资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 7,889 | 284 | ||||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 291,617 | 0.00 | 10,487 | 22.95 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 137,968 | 0.06 | 4,303 | -15.20 | ||||
| 2025-05-15 | 13F | Perbak 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 美国信安金融集团 | 598,353 | -3.75 | 21,517 | 18.32 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 232,942 | -4.74 | 8 | 14.29 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 4,060 | 0.00 | 146 | 22.88 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 72,408 | 899.83 | 2,604 | 1,133.65 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 3,126 | -6.58 | 97 | -21.14 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 12,718 | -53.68 | 457 | -43.09 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 43,900 | -2.88 | 1,565 | 18.75 | |||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 6,150 | 221 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 9,500 | -67.91 | 339 | -60.79 | |||
| 2025-03-27 | NP | WGFCX - 富国银行成长基金 C 类 | 93,766 | -87.39 | 3,451 | -90.51 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 124,744 | 2.31 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 308 | 30,700.00 | 11 | |||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 56,687 | 32.63 | 2 | 100.00 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 0 | 0 | ||||||
| 2025-05-28 | NP | CVSE - Calvert 美国精选股票 ETF | 615 | -13.74 | 18 | -39.29 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 34,574 | -57.10 | 1,208 | -48.64 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 45,208 | 6.28 | 1,410 | -9.90 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 332,954 | 52.53 | 11,973 | 87.52 | ||||
| 2025-05-14 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18 | -75.34 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 11,454 | 439 | ||||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 97,760 | 0.00 | 3,049 | -15.23 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 中期成长基金机构类 | 17,326 | -1.04 | 623 | 21.68 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 33,920 | 353.17 | 1 | |||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 61,235 | 31.60 | 2,202 | 61.79 | ||||
| 2025-06-26 | NP | TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 | 171,915 | 5.03 | 5,362 | -10.97 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 11,095 | 0 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 4,419 | -12.32 | 159 | 7.48 | ||||
| 2025-08-11 | 13F | 道夫菲尔普斯投资管理公司 | 311,728 | 0.00 | 11,210 | 22.93 | ||||
| 2025-04-15 | 13F | 劳雷尔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 26,889 | 967 | ||||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 901,410 | 5.06 | 32,415 | 29.15 | ||||
| 2025-03-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 118,600 | 0.00 | 4,364 | -24.72 | ||||
| 2025-08-27 | NP | VISVX - 先锋小型股价值指数基金投资者股票 | 4,119,040 | -4.97 | 148,121 | 16.83 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 182 | 0.00 | 7 | 20.00 | ||||
| 2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 11,270 | 140.66 | 405 | 197.79 | ||||
| 2025-06-18 | NP | RTSSX - 税收管理的美国中小型基金 S 级 | 72,170 | 0.00 | 2,251 | -15.25 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 131,042 | -5.01 | 4,712 | 16.78 | ||||
| 2025-04-24 | 13F | TFC财务管理 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,390 | -23.44 | 122 | -6.20 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 645 | 0 | ||||||
| 2025-08-13 | 13F | Fernbridge 资本管理公司 | 943,423 | 33,925 | ||||||
| 2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 29,484 | -1.21 | 1,060 | 21.56 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 206,542 | 2.26 | 7,427 | 25.71 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 176,159 | 48.32 | 5,494 | 25.72 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 74,275 | -3.36 | 2,671 | 18.77 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 81,856 | -3.06 | 2,944 | 19.20 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 8,165 | 294 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 145 | -31.92 | 5 | -16.67 | ||||
| 2025-08-14 | 13F | 第一威尔希尔证券管理公司 | 21,500 | 0.00 | 773 | 23.09 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 15,470 | 541 | ||||||
| 2025-05-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 1,623,655 | -5.07 | 56,731 | 13.63 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 141,581 | 7.88 | 4,141 | -20.79 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 238 | -94.94 | 9 | -93.89 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 9,107 | 0.18 | 318 | 20.00 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 266,600 | -7.33 | 9,315 | 10.93 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 33,715 | 0.00 | 1,052 | -15.24 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 8,924 | 26.65 | 321 | 55.34 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 211,930 | 0.72 | 7,621 | 23.84 | ||||
| 2025-03-26 | NP | IETC - iShares Evolved 美国科技 ETF | 18,089 | 4.79 | 666 | -21.12 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 4,692 | 130.79 | 169 | 184.75 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 6,352 | 228 | ||||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 169,026 | 6,078 | ||||||
| 2025-08-11 | 13F | 鼎盛资本有限责任合伙 | 9,484 | 341 | ||||||
| 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 | 498,059 | 1.00 | 17,402 | 20.90 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 143,571 | 11.48 | 5,163 | 37.07 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 20,067 | -1.42 | 722 | 21.18 | ||||
| 2025-07-28 | NP | UMDD - ProShares UltraPro MidCap400 | 1,513 | -35.04 | 53 | -22.39 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 发现基金 2 级 | 54,004 | 11.31 | 1,942 | 36.79 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 522 | -60.63 | 16 | -66.67 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 18,457 | 9.70 | 664 | 34.76 | ||||
| 2025-06-23 | NP | UMPIX - 超中型深度投资者类别 | 2,128 | -26.75 | 66 | -37.74 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 25,830 | 49.05 | 1 | |||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | KBC 集团 | 6,816 | -42.95 | 0 | |||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 12,454 | 0.00 | 448 | 22.80 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 38,047 | 360.67 | 1,368 | 467.63 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 7,463 | 0.00 | 268 | 22.94 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 14,977 | -1.50 | 1 | |||||
| 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 | 47,497 | 19.02 | 1,708 | 46.27 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | KSEA - KraneShares Rockefeller Ocean Engagement ETF | 1,874 | 0.00 | 55 | -27.03 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 62,514 | -1.30 | 2 | 100.00 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 723,030 | -13.96 | 26,000 | 5.78 | ||||
| 2025-05-23 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio | 1,948 | -47.69 | 57 | -89.76 | ||||
| 2025-06-26 | NP | FZFLX - 富达 SAI 中小盘 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 | 61,760 | -14.60 | 1,926 | -27.62 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | NBGNX - Neuberger Berman Genesis 基金投资者类别 | 4,022,566 | -2.47 | 140,548 | 16.75 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 3,781 | 136 | ||||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,679 | 35.84 | 489 | -80.13 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 11,840 | 0.99 | 426 | 24.27 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 9,655 | -9.43 | 347 | 11.58 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,518 | 0.00 | 234 | 23.16 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 12,132 | -85.86 | 436 | -82.62 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 15,765 | 0.00 | 567 | 22.78 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,042 | 217 | ||||||
| 2025-08-25 | NP | ICBAX - ICON 自然资源和基础设施基金投资者类别 | 114,000 | 14.00 | 4,099 | 40.14 | ||||
| 2025-05-14 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 6,450,632 | -3.56 | 231,965 | 18.56 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 212,228 | 1.93 | 7,632 | 25.30 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 39,000 | -0.90 | 1,402 | 21.81 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 19,900 | -0.68 | 716 | 22.01 | ||||
| 2025-08-28 | NP | ELFNX - ELFUN 信托 Elfun 信托 | 1,388,298 | 49,923 | ||||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | 15,969 | -5.70 | 574 | 15.96 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Put | 450,000 | 0.00 | 16,182 | 22.94 | |||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 3,209 | -81.95 | 115 | -77.88 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 2,046 | -7.75 | 71 | 10.94 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 14,116 | -1.97 | 508 | 20.43 | ||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 1,246 | 45 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 52,866 | 304.95 | 1,901 | 398.95 | ||||
| 2025-06-20 | NP | JSMD - Janus Henderson 中小盘增长 Alpha ETF | 133,038 | 41.70 | 4,149 | 20.12 | ||||
| 2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 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 | 80,162 | 2.59 | 2,500 | -13.04 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 121,355 | -7.44 | 4,364 | 13.80 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 6,285 | -34.91 | 226 | -19.86 | ||||
| 2025-08-07 | 13F | 博尼特资本管理有限责任公司 | 1,028,100 | 36,970 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 3,781 | -5.45 | 136 | 16.38 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -176,949 | 133.03 | -6,363 | 186.49 | |||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,567 | 11.29 | 56 | 36.59 | ||||
| 2025-07-30 | 13F | 支流资本管理有限责任公司 | 39,957 | 3.99 | 1,437 | 27.87 | ||||
| 2025-04-07 | 13F | 巴斯储蓄信托公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,164 | 6.01 | 36 | -10.00 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 13,647 | 491 | ||||||
| 2025-05-06 | 13F | PFG顾问 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 49 | -76.67 | 2 | -87.50 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 11,660 | 13.13 | 407 | 35.67 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,363 | 4.21 | 118 | 24.47 | ||||
| 2025-04-11 | 13F | Principia 财富咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 342,627 | -0.18 | 12 | 20.00 | ||||
| 2025-08-20 | NP | LKSMX - LKCM 中小型股票基金 | 26,371 | 6.86 | 948 | 31.48 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 374,847 | 97.65 | 13 | 160.00 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | Short | -4,324 | -5,643.59 | -135 | -6,800.00 | |||
| 2025-06-30 | NP | VEOIX - 先锋全球环境机会股票基金投资者股票 | 86,209 | 10.29 | 2,689 | -6.54 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 122 | 6.09 | 4 | 33.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 1,005 | 0.00 | 36 | 24.14 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 1,715 | -0.69 | 0 | |||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 337 | 92.57 | 12 | 140.00 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 4,654 | 0.00 | 163 | 20.00 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 13 | 333.33 | 0 | |||||
| 2025-08-12 | 13F | 贝莱德公司 | 25,695,493 | -2.81 | 924,010 | 19.48 | ||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | OTCFX - T. Rowe Price 小盘股基金公司 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 | 14,606 | -0.18 | 525 | 22.66 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 775 | 33.16 | 27 | 68.75 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,239 | 1.94 | 1,879 | 25.37 | ||||
| 2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 8,583,301 | -1.79 | 308,656 | 20.74 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克下一代 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 | 1,436 | 3.09 | 50 | 25.00 | ||||
| 2025-07-25 | NP | FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 457,889 | -0.87 | 15,999 | 18.65 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 7,788 | 243 | ||||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 26,800 | 964 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 101,446 | 4.83 | 3,648 | 28.87 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 1,853,487 | -7.39 | 66,651 | 13.86 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 32,836 | 1,181 | ||||||
| 2025-04-22 | 13F | 国家信托银行 | 10 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | 私人信托公司 | 851 | -1.50 | 31 | 20.00 | ||||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 7,300 | 0.00 | 255 | 19.72 | ||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 0 | -100.00 | 0 |
