机构投资人持股和股东
Visa Inc. (IT:1V) 有 6201 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 1,737,101,738 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Fmr Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Morgan Stanley, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Price T Rowe Associates Inc /md/, and Capital World Investors .
Visa Inc. (BIT:1V)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 10, 2025 is 287.65 / share. Previously, on September 11, 2024, the share price was 252.75 / share. This represents an increase of 13.81% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 33,077 | 0.43 | 11,744 | 1.74 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 7,728 | 0.10 | 2,744 | 1.40 | ||||
| 2025-07-21 | 13F | 范德比尔特大学 | 10,001 | 3,551 | ||||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 208,276 | 7.98 | 73,948 | 9.40 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 11,420 | -33.55 | 4,055 | -32.69 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 36,824 | -0.69 | 13,074 | 0.62 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 142,762 | 50,688 | ||||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 3,735 | 13.73 | 1,326 | 15.30 | ||||
| 2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 3,700 | -5.13 | 1,278 | -4.13 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 1,751 | -8.52 | 1 | |||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 18,100 | -2.43 | 6,343 | 8.21 | ||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 690 | 8.32 | 245 | 9.42 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 102,618 | 0.00 | 36,435 | 1.31 | ||||
| 2025-07-25 | 13F | 一级顾问公司 | 720 | 0 | ||||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 230 | 0.00 | 82 | 1.25 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 761 | 0.00 | 270 | 1.50 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 1,735 | -10.98 | 1 | |||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 747 | -8.12 | 265 | -6.69 | ||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 7,606 | -3.82 | 2,700 | -2.56 | ||||
| 2025-08-13 | 13F | 米罗娃 | 49,953 | 11.07 | 17,736 | 12.52 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 12,100 | -7.63 | 4,296 | -6.43 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 40,162 | 0.39 | 14,259 | 1.71 | ||||
| 2025-07-29 | 13F | 奥林绿色金融有限责任公司 | 949 | 0.00 | 337 | 10.89 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 17,875 | -39.10 | 6,528 | -38.69 | ||||
| 2025-07-31 | 13F | Perissos 私人财富管理有限公司 | 5,524 | 0.05 | 1,961 | 1.40 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -3,479 | -55.46 | -1,235 | -54.88 | |||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 12,285 | -1.30 | 4,362 | -0.02 | ||||
| 2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 949 | 4.63 | 337 | 6.31 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 11,770 | -13.73 | 4,179 | -12.59 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 5,785,354 | -0.62 | 2,054,090 | 0.68 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 180,927 | 4.90 | 64,238 | 13.53 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 34,855 | -0.52 | 12,375 | 0.79 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 1,384 | 2.75 | 492 | 4.25 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 21,074 | 3.71 | 7,281 | 4.84 | ||||
| 2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 3,800 | -5.00 | 1,313 | -4.02 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 4,413 | 0.85 | 1,567 | 2.15 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 2,018 | -0.25 | 716 | 1.13 | ||||
| 2025-08-04 | 13F | REDW 财富有限责任公司 | 698 | 1.60 | 248 | 2.92 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 1,016 | -4.69 | 347 | 22.61 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 61,216 | 116.63 | 21,735 | 119.47 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 32,682 | -29.43 | 11,604 | -28.51 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 20,584 | -1.33 | 7,308 | -0.04 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 58,376 | -28.32 | 20,169 | -27.54 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 1,980 | -6.25 | 703 | -5.00 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 255 | 10.39 | 93 | 12.05 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 37,279 | 44.81 | 13,234 | 46.69 | ||||
| 2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 305,114 | -1.23 | 108,331 | 0.06 | ||||
| 2025-07-17 | 13F | 伦帕特资产管理公司 | 74,919 | -3.82 | 26,600 | -2.57 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 1,150 | 0.17 | 408 | 1.49 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 30,697 | -0.20 | 10,899 | 1.11 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 112,388 | 0.40 | 39,903 | 1.71 | ||||
| 2025-07-09 | 13F | 太平洋资本财富顾问公司 | 3,021 | -2.45 | 1,077 | -0.74 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 1,301 | -5.86 | 462 | -4.55 | ||||
| 2025-04-25 | 13F | Prakash 投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 17,944 | -2.53 | 6,371 | -1.24 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 100 | 36 | ||||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 168 | 0.00 | 58 | 1.75 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 88,001 | 14.78 | 32,137 | 15.56 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 3,296 | 0.09 | 1,170 | 1.39 | ||||
| 2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 124,350 | -3.36 | 44,151 | -2.09 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 18,706 | -6.92 | 6,641 | -5.71 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 4,647 | 24.05 | 1,650 | 25.76 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 30,631 | -1.50 | 10,876 | -0.21 | ||||
| 2025-07-29 | NP | INVNX - 进化树创新者基金 | 1,518 | -24.96 | 554 | -24.42 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 17 | 0.00 | 6 | 0.00 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 1,440 | 0.00 | 511 | 1.39 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 40,715 | 3.10 | 14,456 | 4.44 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 15 | 0.00 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 6,730 | -3.58 | 291 | -7.91 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 150 | 52 | ||||||
| 2025-08-14 | 13F | 凯姆奈咨询服务公司 | 41,489 | -4.71 | 14,731 | -3.47 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 20,174 | 15.78 | 7,163 | 17.29 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 544 | -18.56 | 193 | -17.52 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 87 | 0.00 | 30 | 11.11 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 1,760 | 6.22 | 625 | 7.59 | ||||
| 2025-05-15 | 13F | 蓝冠资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 175 | 0.57 | 62 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 7,902 | -3.77 | 2,806 | -2.50 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 1,674 | 0.00 | 594 | 1.37 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 26,378 | -1.02 | 9,366 | 0.27 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 116,861 | -16.39 | 41,491 | -15.29 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 35,487 | 11.80 | 12,600 | 13.27 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 2,295 | -14.75 | 815 | -13.68 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 457,886 | 3.04 | 163 | 4.52 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 1,882 | 0.27 | 668 | 1.67 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 43 | 0.00 | 15 | 0.00 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 231,511 | 25.11 | 82,199 | 26.84 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 2,817 | 0.00 | 1,000 | 1.32 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 1,247 | 0.00 | 443 | 1.14 | ||||
| 2025-04-25 | 13F | 红杰资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 92,737 | -11.30 | 32,041 | -10.34 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 433,639 | 40.35 | 153,964 | 42.19 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 10 | 0.00 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 18,423 | 15.46 | 6,541 | 16.99 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 1,956,163 | -2.82 | 694,536 | -1.55 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 35,351 | -4.05 | 12,552 | -2.79 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 1,394 | 0.00 | 495 | 1.43 | ||||
| 2025-07-30 | 13F | 桑德资本顾问公司 | 10,175 | 0.79 | 4 | 0.00 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 7,064 | -5.27 | 2,580 | -4.62 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 626 | -2.80 | 222 | |||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 52,779 | -3.50 | 18,739 | -2.23 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 47,154 | 9.10 | 16,742 | 10.52 | ||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,602 | -28.77 | 585 | -28.22 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 33,904 | -0.05 | 12,038 | 1.26 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 8,317 | 6.22 | 2,953 | 7.62 | ||||
| 2025-07-28 | 13F | ForthRight 财富管理有限责任公司 | 8,651 | 0.00 | 3,072 | 1.32 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 16,666 | -0.17 | 5,917 | 1.15 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 31,086 | 0.90 | 11,037 | 2.22 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 28,029 | -0.89 | 9,952 | 0.40 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 2,976 | 17.63 | 1,056 | 19.19 | ||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 68,452 | 0.62 | 23,053 | -3.31 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 7,795 | -11.52 | 2,768 | -10.37 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 271 | 60.36 | 94 | 63.16 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 108 | 83.05 | 38 | 90.00 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 62,545 | -0.00 | 22,207 | 1.31 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 600 | 0.00 | 213 | 1.43 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 361,954 | 1.13 | 125,055 | 2.22 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 393 | 39.86 | 139 | 41.84 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 740,500 | 2.46 | 262,915 | 3.80 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,072 | 20.78 | 2,866 | 22.33 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 826 | -1.43 | 293 | 0.00 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 2,540 | 2.46 | 902 | 3.80 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 6,267 | -10.94 | 2,142 | 5.05 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,916 | 12.71 | 680 | 14.29 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 383 | 7.58 | 136 | 8.87 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 72 | 26 | ||||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 779 | 0.13 | 277 | 1.47 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 2 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 47,293 | -19.39 | 16,791 | -18.33 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 1,233 | 3.96 | 438 | 5.30 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 18,512 | -0.97 | 6,760 | -0.29 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 3,621 | 0.61 | 1,286 | 1.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 230,759 | -10.54 | 81,931 | -9.37 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 2,130 | 0.00 | 756 | 7.23 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,571 | -6.83 | 1,564 | -5.56 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 64,826 | -3.49 | 23,016 | -2.23 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 852 | -1.50 | 303 | -0.33 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 37,371 | -2.16 | 13,269 | -0.87 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 8,595 | -98.21 | 3,052 | -98.18 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 89,789 | -3.10 | 31,880 | -1.83 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 18,554 | -2.99 | 7 | 0.00 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 4,610 | -13.51 | 1,684 | -12.93 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 863 | 0.00 | 307 | 1.32 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 1,250 | 444 | ||||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,946 | -15.86 | 1,363 | -14.97 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 31,923 | -0.62 | 11,334 | 0.68 | ||||
| 2025-05-14 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 27,147 | 1.98 | 10 | 0.00 | ||||
| 2025-05-14 | 13F | 三井住友金融集团 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 恩子财富 | 786 | -4.15 | 273 | -0.73 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 87,548 | 7.76 | 31,972 | 8.49 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 39,883 | -0.77 | 14,160 | 0.53 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 20,300 | 6.84 | 7,208 | 8.25 | ||||
| 2025-05-14 | 13F | 三井住友金融集团 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 949 | 1.39 | 337 | 2.74 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,681 | -10.96 | 614 | -10.38 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 15,696 | -2.53 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 1,022 | -4.84 | 363 | -3.72 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 216 | 61.19 | 79 | 62.50 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 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 | 8,185 | 188.00 | 2,989 | 190.19 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 10,992 | 0.37 | 3,702 | -4.14 | ||||
| 2025-08-14 | 13F | 克拉尔顾问有限责任公司 | 25,747 | -6.39 | 9,141 | -5.17 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 22,875 | 2.12 | 7,229 | -7.91 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 1,969 | 21.39 | 699 | 23.06 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 2,489 | 0.00 | 884 | 1.26 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 8,442 | 0.00 | 2,997 | 1.32 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 5,025 | 61.58 | 1,784 | 63.82 | ||||
| 2025-07-29 | NP | MEFOX - 米汉焦点基金 | 11,000 | 0.00 | 4,017 | 0.70 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 920 | -67.33 | 322 | -63.78 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 5,846 | 2,076 | ||||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 715 | 0.00 | 238 | 5.33 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 5,762 | -70.89 | 2,046 | -70.52 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 40,196 | 36.77 | 14,272 | 38.57 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,260 | 0.00 | 8,494 | 0.69 | ||||
| 2025-07-21 | 13F | WT资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 2,383 | -0.83 | 846 | 0.48 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 303,265 | 193.04 | 107,674 | 196.88 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 2,113,894 | -12.43 | 750,538 | -11.29 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 664,712 | 1.83 | 236,006 | 3.16 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 8,020 | 32.28 | 2,848 | 33.98 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 4,684 | -0.38 | 1,663 | 0.97 | ||||
| 2025-08-05 | 13F | 明智金钱有限责任公司 | 834 | 0.00 | 296 | 1.37 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 4,813 | -0.25 | 1,709 | 1.07 | ||||
| 2025-08-28 | NP | Acap战略基金 | 704,669 | 0.00 | 250,193 | 1.31 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 4,877 | -1.83 | 1,732 | -0.57 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 7,615 | 2.42 | 2,704 | 3.76 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 16,391 | 0.58 | 5,820 | 1.89 | ||||
| 2025-07-09 | 13F | 创业板资产管理有限公司 | 3,420 | 0.50 | 1,220 | 3.48 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 120,860 | -0.16 | 42,911 | 1.15 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 15,451 | -15.02 | 5,486 | -13.91 | ||||
| 2025-07-28 | 13F | 风车山资产管理有限公司 | 11,219 | 0.00 | 3,983 | 1.32 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 997 | 354 | ||||||
| 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 | 48,301 | -13.51 | 16,688 | -12.58 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 1,263 | -2.09 | 448 | -0.67 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 6,401 | 0.00 | 2,273 | 1.29 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 10,080 | -0.45 | 3,579 | 0.85 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 1,470 | -1.28 | 522 | -0.19 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 165,761 | -2.81 | 58,853 | -1.53 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 737 | -11.31 | 0 | |||||
| 2025-08-05 | 13F | 马里恩财富管理 | 866 | 12.18 | 308 | 13.70 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 24,419 | 2.27 | 8,437 | 3.38 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 80 | 19.40 | 28 | 27.27 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 2,300 | 228.57 | 817 | 233.06 | |||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 15,953 | -25.94 | 5,664 | -24.97 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 1,000 | 355 | |||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 3,750 | -0.92 | 1,331 | 0.38 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 7,334 | -0.30 | 2,604 | 1.05 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 3,379 | 2,715.83 | 1,234 | 2,767.44 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 4,017 | -1.45 | 1,426 | -0.14 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 3,349 | 0.06 | 1,189 | 1.28 | ||||
| 2025-07-29 | NP | MRFOX - 马什菲尔德集中机会基金 | 175,510 | 13.15 | 64,094 | 13.92 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 903 | 15.03 | 321 | 16.36 | ||||
| 2025-05-30 | NP | PCFIX - PIMCO RAE PLUS 小基金机构类别 | 309 | -85.12 | 108 | -83.54 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,576 | 4.59 | 903 | 15.94 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 4,340 | 0.88 | 1,541 | 3.01 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 1,131 | -22.21 | 402 | -21.22 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 2,499 | -5.05 | 913 | -4.40 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 1,341 | -22.93 | 476 | -21.84 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 1,733 | 10.95 | 1 | |||||
| 2025-08-06 | 13F | 卡内基湖顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 11,750 | -19.10 | 4,172 | -18.06 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 15,629 | 422.88 | 5,574 | 461.23 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 123,525 | 6.65 | 16,388 | 18.30 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 25,796 | -10.00 | 9,159 | -8.82 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 249,650 | 0.00 | 91,170 | 0.68 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 68,628 | -20.61 | 25,062 | -20.06 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,078 | 46.03 | 738 | 47.99 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 115,334 | 10.74 | 42,119 | 11.50 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 336 | 46.72 | 116 | 48.72 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 3,722 | -2.05 | 1,321 | -0.75 | ||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 2,047 | 16.17 | 727 | 17.67 | ||||
| 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 | 43,086 | 2.96 | 15,298 | 4.31 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,680 | 15.82 | 951 | 30.10 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 7,036 | 0.00 | 2,498 | 1.34 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 815 | 289 | ||||||
| 2025-07-31 | 13F | 彼得森财富服务 | 22,219 | 0.45 | 7,889 | 1.77 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 529,162 | 25.00 | 187,879 | 26.63 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 40,713 | 0.00 | 14,455 | 1.31 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 7,178 | -6.68 | 2,549 | -5.45 | ||||
| 2025-08-14 | 13F | 浸入资本有限责任合伙公司 | 50,911 | -21.92 | 18,076 | -20.89 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 777 | 0.00 | 276 | 1.10 | ||||
| 2025-07-25 | NP | USBSX - 基石温和基金 | 1,975 | 0.00 | 721 | 0.70 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 16,518 | 0.00 | 6,032 | 0.68 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 11,123 | 8.64 | 3,949 | 15.10 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 2,395 | 3.63 | 850 | 5.07 | ||||
| 2025-05-30 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 28,828 | 0.00 | 10,103 | 10.90 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 91 | 82.00 | 32 | 88.24 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 13,248 | -14.06 | 4,704 | -12.94 | ||||
| 2025-08-11 | 13F | 管理资产投资组合有限公司 | 45,802 | 115.96 | 16,262 | 118.81 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 745 | 0.00 | 265 | 1.15 | ||||
| 2025-08-08 | NP | TANDX - Castle Tandem 机构基金 | 4,000 | 0.00 | 1,420 | 1.36 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 4,680 | 134.47 | 1,709 | 136.38 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 | 59,507 | -64.27 | 20,560 | -63.88 | ||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 费根联合公司 | 35,889 | -1.79 | 12,743 | -0.51 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 372 | 132 | ||||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 20,491 | 14.62 | 7,275 | 16.12 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 28,016 | -26.45 | 9,680 | -25.66 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 82,299 | 11.63 | 29,218 | 13.08 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 371,663 | 2.11 | 131,959 | 3.44 | ||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 5,588 | 0.00 | 1,984 | 1.33 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 3,723 | 0.00 | 1,322 | 1.30 | ||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 1,901 | 1.12 | 675 | 2.43 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 27,806 | 30.04 | 9,872 | 31.75 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 2,684 | 11.18 | 953 | 12.53 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 1,412 | 10.83 | 1 | |||||
| 2025-08-13 | 13F | ESG规划 | 4,945 | -2.96 | 1,756 | -1.74 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 3,592,450 | -2.81 | 1,275,499 | -1.54 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 46,963 | 1.67 | 16,674 | 3.01 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 5,397 | 4.80 | 1,916 | 6.21 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 21,506 | -2.27 | 7,636 | -1.00 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 22,563 | 597.03 | 8,011 | 47.43 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 2,250 | -4.26 | 1 | |||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 2,906 | -1.19 | 1 | -99.90 | ||||
| 2025-08-12 | 13F | 联合银行 | 14,065 | 3.51 | 4,994 | 4.85 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 43,165 | 8.01 | 15 | 7.69 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 58,253 | -0.12 | 21,273 | 0.56 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 628 | -42.28 | 223 | -41.47 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 25,300 | 145.63 | 8,983 | 148.88 | |||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 568,388 | -2.95 | 201,835 | -1.67 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 8,646 | -5.64 | 3,070 | -4.42 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 3,266 | 7.36 | 1,159 | 8.83 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 4,188 | 3.95 | 1,468 | 15.24 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 46,180 | -0.15 | 16,396 | 1.16 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 22,384 | -5.54 | 7,947 | -4.30 | ||||
| 2025-08-14 | 13F | 德肖公司 | 909,760 | 7.40 | 323,010 | 8.81 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 414,600 | 21.37 | 147,204 | 22.96 | |||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,291 | 792 | ||||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,068 | 50.24 | 39,756 | 51.87 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 58,367 | -0.45 | 20,723 | 0.85 | ||||
| 2025-08-26 | NP | BUYZ - 富兰克林颠覆性商业 ETF | 472 | -33.33 | 168 | -32.66 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 239,633 | -1.48 | 85,082 | -0.19 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 29,587 | -2.13 | 10,505 | -0.85 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 18,983 | 42.29 | 6,740 | 44.15 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 3,538 | 0.00 | 1,256 | 1.37 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 340 | 0.00 | 121 | 0.84 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 亨吉斯特伯里投资合伙公司 | 188,318 | -5.53 | 66,862 | -4.29 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 17,363 | -0.65 | 6,165 | 0.65 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 2,159 | 2.27 | 767 | 3.65 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 34,378 | -0.76 | 12,206 | 0.54 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 22,042 | -1.29 | 8 | 0.00 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 33,037 | 10.99 | 11,414 | 12.19 | ||||
| 2025-08-14 | 13F | 14B资本管理有限合伙人 | 75,000 | -9.64 | 26,629 | -8.46 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 2,367 | -14.02 | 840 | -12.86 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 72,567 | -2.29 | 25,765 | -1.01 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 7,992 | -21.96 | 2,838 | -20.95 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 15,086 | 15.27 | 5,356 | 16.79 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 126,944 | -2.87 | 45,071 | -1.60 | ||||
| 2025-07-30 | NP | LEXI - Alexis 实用战术 ETF | 3,129 | 3.71 | 1,143 | 4.39 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 913,052 | 8.25 | 315,459 | 9.42 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 8,185,760 | -0.89 | 2,906,354 | 0.41 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 300 | 107 | |||||
| 2025-08-08 | 13F | 国民年金服务 | 3,136,548 | 4.68 | 1,113,631 | 6.05 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 1,440 | 0.00 | 511 | 1.39 | ||||
| 2025-06-27 | NP | LMBO - Direxion 每日加密货币行业牛市 2X 股 | 813 | -0.12 | 281 | 0.72 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 4,229 | -3.54 | 1,502 | 8.38 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 4,018 | 73.56 | 1,427 | 75.83 | ||||
| 2025-08-26 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 63,079 | 7.84 | 22,396 | 9.25 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 129,735 | -2.08 | 46,062 | -0.80 | ||||
| 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 | 8,149 | -10.14 | 2,893 | -8.97 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 1,003 | 356 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 20,969 | -3.09 | 7,445 | -1.82 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 14,036 | -2.04 | 4,983 | -0.76 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 16,663 | 2,354.05 | 2,247 | 844.12 | ||||
| 2025-05-29 | NP | JAFSX - 科学技术信托资产净值 | 30,150 | 577.53 | 10,566 | 651.49 | ||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 393,690 | 139,780 | ||||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 2,892 | 1.15 | 1,027 | 2.50 | ||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 10,421 | 1.19 | 3,700 | 2.49 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 1,036,085 | -1.37 | 367,862 | -0.08 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 6,408 | -1.72 | 2,275 | -0.39 | ||||
| 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 | 203,028 | 15.15 | 70,146 | 16.40 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 31,479 | -5.41 | 11,177 | -4.18 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 1,365 | -62.64 | 485 | -62.19 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,055 | -1.12 | 375 | 0.27 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 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 | 609,960 | 18.72 | 216,566 | 20.28 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 39,686 | 0.05 | 14,090 | 1.36 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 7,005 | 41.23 | 2,487 | 43.10 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 231,100 | -16.12 | 82,061 | -14.97 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 11,265 | 108.46 | 4,000 | 111.30 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 2,091 | -16.39 | 742 | -15.30 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 45,700 | 28.73 | 16,228 | 30.48 | |||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 35,425 | 2.04 | 12,578 | 5.67 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | Put | 710 | ||||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 23,969 | -0.57 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 35,986 | -4.07 | 13 | -7.69 | ||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 57,407 | -13.39 | 20,382 | -12.26 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 3,789 | -5.16 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 600 | 0.00 | 213 | 1.43 | ||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 11,722 | -0.66 | 4,162 | 0.63 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 833 | 5.98 | 304 | 6.67 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 181,487 | -4.17 | 66,277 | -3.52 | ||||
| 2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 797 | 7.27 | 283 | 8.46 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 850 | 30.17 | 302 | 32.02 | ||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,800 | 0.00 | 10,883 | 0.68 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 3,579 | 12.48 | 1,271 | 13.90 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 4,612 | 3.02 | 1,637 | 4.33 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 4,166 | -0.48 | 1,479 | 0.82 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,765 | 0.00 | 627 | 1.29 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 21,278 | 0.53 | 7,555 | 1.85 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 13,933 | -87.94 | 4,947 | -87.78 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 471,682 | 3.14 | 167,471 | 4.49 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 145 | 0.00 | 51 | 2.00 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 1,369 | 0.00 | 486 | 1.46 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 26,406 | -1.54 | 9,254 | 9.19 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 19,788 | 3.93 | 7,026 | 5.29 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 1,518,178 | -0.10 | 538,990 | 1.20 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 21,227 | 160.68 | 7,537 | 164.14 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,078,646 | 0.00 | 382,973 | 1.31 | ||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 749 | 0.13 | 266 | 6.43 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | 888 | 315 | ||||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 5,353 | 4.51 | 1,849 | 5.66 | ||||
| 2025-07-23 | 13F | 彭尼金融有限公司 | 645 | 0.00 | 229 | 1.33 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 660 | 0.00 | 234 | 1.30 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 31,044 | -10.06 | 10,836 | -10.42 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 294,744 | -2.56 | 103 | -0.97 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 2,904 | 0.00 | 1,031 | 1.38 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 124,466 | 20.75 | 45,454 | 21.58 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 30,498 | 10,828 | ||||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 955 | -13.89 | 339 | -12.89 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 3,007 | -8.43 | 1,068 | -7.22 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 774 | -21.66 | 275 | -20.81 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 1,261 | -5.47 | 448 | -4.28 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 14,881 | 3.20 | 5,283 | 4.55 | ||||
| 2025-08-08 | 13F | Turn8私人财富公司 | 9,860 | 4.09 | 3,424 | 3.16 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 896 | -6.86 | 318 | -5.64 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 4,215 | 265.57 | 1,497 | 270.30 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 81,626 | 4.68 | 29,809 | 5.39 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 28,574 | -1.99 | 10,145 | -0.70 | ||||
| 2025-05-30 | NP | PSTKX - PIMCO StocksPLUS 基金机构 | 4,945 | -85.73 | 1,733 | -84.17 | ||||
| 2025-05-30 | NP | JAGTX - 骏利亨德森全球科技基金 T 类 | 182,954 | 0.00 | 64,118 | 10.89 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 142,449 | 18.29 | 50,577 | 19.84 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 178,412 | 0.62 | 63,345 | 1.93 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 4,782 | 10.13 | 1,698 | 11.57 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 9,986 | -9.56 | 3,545 | -8.37 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 179 | -69.03 | 64 | -68.81 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 26,334 | 7.94 | 9,617 | 8.67 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 8,364 | -0.05 | 2,969 | 1.26 | ||||
| 2025-07-09 | 13F | Pps&v 资产管理顾问公司 | 1,368 | 0.00 | 486 | 1.25 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 231,676 | 14.02 | 82,257 | 54.24 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 8,608 | 8.41 | 3,056 | 9.85 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 7,081 | 7.09 | 2,514 | 8.50 | ||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 1,084,999 | -0.81 | 385,229 | 0.49 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 6,895 | 4.55 | 2,448 | 5.93 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 81 | 29 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 54,945 | 132.07 | 19,508 | 135.12 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 1,580 | 0.32 | 561 | 1.63 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 33,967 | -4.33 | 12,057 | -3.10 | ||||
| 2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 763,104 | -3.85 | 270,940 | -2.60 | ||||
| 2025-08-05 | 13F | 好事达公司 | 3,574 | -94.02 | 1,269 | -93.94 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 14,183 | 18.03 | 5,179 | 18.84 | ||||
| 2025-08-12 | 13F | Baypointe Partners有限责任公司 | 20,000 | 7,101 | ||||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 20,549 | 0.68 | 7,296 | 2.00 | ||||
| 2025-05-30 | NP | PXTIX - PIMCO RAE PLUS 基金机构 | 2,210 | -85.76 | 775 | -84.22 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 35,747 | -6.24 | 12,437 | -1.57 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 64,032 | 0.56 | 22,735 | -2.24 | ||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 1,575 | -30.89 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 443 | -5.94 | 157 | -4.27 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 827 | -10.40 | 294 | -9.29 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 8,568 | 0.66 | 2,929 | 18.69 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 6,445 | -3.46 | 2,288 | -2.18 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 977 | -21.02 | 347 | -19.86 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 1,656 | 6.70 | 588 | 8.29 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 4,150 | -62.16 | 1,473 | -61.67 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 17,000 | 0.00 | 6,036 | 1.31 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 4,800 | -0.46 | 1,704 | 0.83 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 247,779 | -2.24 | 87,974 | -0.96 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 7,550 | 0.00 | 2,681 | 1.32 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 182,933 | 0.00 | 64,950 | 1.31 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 1,940 | 36.04 | 689 | 37.88 | ||||
| 2025-08-14 | 13F | 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 5,133 | 0.00 | 1,823 | 1.33 | ||||
| 2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 288,919 | -11.07 | 102,581 | -9.90 | ||||
| 2025-07-11 | 13F | 天际线顾问公司 | 792 | -1.98 | 281 | -0.71 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 1,050 | 32.41 | 372 | 33.81 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 5,314 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 标准家族办公室有限责任公司 | 612 | 0.00 | 217 | 1.40 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 5,098 | -4.91 | 1,810 | -3.62 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 5,407 | -0.39 | 1,920 | 0.89 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 13,404 | 11.30 | 4,759 | 12.77 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 4,658 | 3.90 | 1,654 | 5.22 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 17,375 | 0.00 | 6 | 0.00 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 23,191 | -4.49 | 8,012 | -3.46 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 19,777 | -12.02 | 7 | 0.00 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 106,081 | -0.95 | 37,664 | 0.35 | ||||
| 2025-07-08 | 13F | 第一国际信托银行 | 1,055 | 0.00 | 375 | 1.36 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 942 | -16.34 | 334 | -15.23 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 81,514 | 0.14 | 28,942 | 1.45 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 16,968 | -2.71 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 54,307 | -0.02 | 19,282 | 1.29 | ||||
| 2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 3,127 | -2.49 | 1,110 | -1.16 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 46,140 | 9.54 | 16,382 | 10.98 | ||||
| 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 | 861 | -11.33 | 297 | -10.27 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 4,160 | -1.26 | 1,519 | -0.59 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 17,563 | 16.40 | 6,236 | 17.91 | ||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 1,430 | -0.35 | 508 | 0.80 | ||||
| 2025-08-22 | NP | BEARX - 联邦审慎熊基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 500 | 0.00 | 178 | 1.14 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 2,202 | 0.69 | 782 | 1.96 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 138 | -4.83 | 49 | -4.00 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 1,324 | 444.86 | 470 | 452.94 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,034 | 15.14 | 0 | |||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 153 | 29.66 | 54 | 31.71 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 3,338 | 0.88 | 1,185 | 2.16 | ||||
| 2025-07-25 | NP | TEMWX - 邓普顿世界基金 A 级 | 176,378 | -36.25 | 64,411 | -35.81 | ||||
| 2025-06-26 | NP | FAGIX - 富达资本和收益基金 | 178,500 | 0.00 | 61,672 | 1.08 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 24,006 | -2.51 | 8,523 | -1.23 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 82,636 | 2.27 | 29,340 | 3.61 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 178,620 | 5.93 | 63,419 | 7.32 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 18,239 | 13.09 | 6,476 | 14.56 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 1,974 | 0.30 | 701 | 1.60 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 11,544 | 2.20 | 4,099 | 3.54 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 5,683 | 22.61 | 2,018 | 24.20 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 4,958,668 | -5.53 | 1,760,581 | -4.30 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 783 | 278 | ||||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 7,178 | -34.09 | 2,549 | -33.23 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 26,257 | 1.43 | 9,323 | 2.76 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 6,047 | 0.70 | 2 | 0.00 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,119 | 1.73 | 387 | 2.93 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,473 | 0.00 | 523 | 1.36 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 3,070 | 0.00 | 1,090 | 1.40 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 629 | 223 | ||||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 166 | 0.00 | 59 | 0.00 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 28,631 | 12.93 | 10,165 | 14.41 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 1,410 | 0.00 | 515 | 0.59 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,000 | -40.55 | 14,242 | -40.14 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 466,773 | -0.83 | 165,613 | 0.42 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 197,951 | -6.93 | 70,238 | -5.70 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 22,487 | -3.46 | 8,212 | -2.79 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 357,020 | -2.09 | 126,760 | -0.80 | ||||
| 2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 120,023 | -1.90 | 43,831 | -1.23 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 69,161 | 1.81 | 25,257 | 2.50 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 2,608 | -2.21 | 926 | -0.96 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 102,902 | -8.85 | 35,553 | -7.86 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 4,178 | -1.86 | 1,490 | -0.07 | ||||
| 2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 122,262 | -0.54 | 43,409 | 0.76 | ||||
| 2025-08-05 | 13F | 林伍德普莱斯资本管理有限公司 | 23,500 | 0.00 | 8,344 | 1.31 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 13,227 | 4,696 | ||||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 1,007 | 0.40 | 358 | 1.71 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 2,125 | -2.57 | 755 | -1.31 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 113 | 126.00 | 40 | 135.29 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 2,064 | -2.96 | 733 | -1.74 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 4,034 | 0.07 | 1,432 | 1.42 | ||||
| 2025-07-10 | 13F | 安德鲁希尔投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 24,650 | 0.00 | 8,752 | 1.31 | ||||
| 2025-07-17 | 13F | 遗产财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 59 | 0.00 | 21 | 0.00 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 1,752 | 150.29 | 640 | 152.57 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 306 | -6.99 | 109 | -6.09 | ||||
| 2025-08-14 | 13F | 布雷顿资本管理有限责任公司 | 17,800 | 0.00 | 6,320 | 1.30 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 115,329 | 13.98 | 40,948 | 15.48 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 545,827 | 3.05 | 193,796 | 4.40 | ||||
| 2025-06-26 | NP | 贝莱德股票股息基金 - 贝莱德股票股息基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 429,250 | -26.44 | 148,306 | -25.65 | ||||
| 2025-08-13 | 13F | 尊贵退休有限公司 | 708 | -2.75 | 251 | -1.57 | ||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 1,408 | 486 | ||||||
| 2025-07-11 | 13F | 平博银行公司 | 14,236 | 0.39 | 5,054 | 1.71 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 598 | 4.18 | 212 | 5.47 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 8,372 | -2.52 | 2,973 | -1.26 | ||||
| 2025-07-24 | NP | PROVX - 公积金信托策略基金 | 43,042 | -15.42 | 15,282 | -14.31 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 9,567 | -2.05 | 3,397 | -0.76 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 47,284 | 2.38 | 16,788 | 3.72 | ||||
| 2025-07-31 | 13F | 赛布鲁克资本 /nc | 62,821 | -4.05 | 22,305 | -2.80 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 11,987 | 4.17 | 4,256 | 5.53 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 584 | 2.28 | 207 | 3.50 | ||||
| 2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 42,500 | -8.54 | 15,090 | -7.34 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 1,453,790 | 6.70 | 516 | 8.42 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 36,606 | 0.22 | 12,997 | 1.53 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 141,675 | 0.41 | 50,302 | 1.72 | ||||
| 2025-06-30 | NP | VESGX - Vanguard Global ESG 选择股票基金 Admiral Shares | 140,661 | -15.86 | 48,598 | -14.95 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 455 | 17.57 | 157 | 18.94 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 13,208 | -1.40 | 3,467 | -7.28 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 687,461 | -2.53 | 244,083 | -1.26 | ||||
| 2025-08-13 | 13F | RPg 家庭财富咨询有限责任公司 | 14,159 | -45.98 | 5,027 | -45.28 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 29,211 | 4.85 | 10,371 | 6.23 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 10,886 | -0.18 | 3,865 | 1.13 | ||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 93,028 | 3.09 | 33,029 | 4.44 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 4,039 | 0.22 | 1,434 | 1.56 | ||||
| 2025-06-26 | NP | HLFNX - 轩尼诗大型金融基金投资者类别 | 4,700 | -2.08 | 1,624 | -1.04 | ||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 2,212 | 764 | ||||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 24,883 | 0.60 | 8,835 | 1.92 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 10,440 | -1.52 | 3,707 | -0.24 | ||||
| 2025-07-23 | 13F | 奥斯汀资产管理公司 | 1,152 | -10.07 | 409 | -8.71 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 71,082 | 30.97 | 25,238 | 32.69 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 1,115 | 34.01 | 396 | 35.74 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 8,788 | 52.49 | 3,120 | 54.53 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 31,890 | 16.41 | 11,323 | 17.94 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 8,246 | -3.85 | 3,011 | -3.18 | ||||
| 2025-07-09 | 13F | 峰会金融咨询有限公司 | 620 | 0.00 | 220 | 1.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 14,578 | 7.55 | 5,176 | 8.95 | ||||
| 2025-08-14 | 13F | ValueAct 控股有限公司 | 1,244,950 | -5.18 | 442,019 | -3.94 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 17,153 | 16.24 | 6,264 | 17.04 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 4,599 | -1.41 | 1,633 | -0.12 | ||||
| 2025-08-08 | 13F | 格林资本管理有限公司 | 5,858 | -49.59 | 2,080 | -48.94 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 1,212 | 6.13 | 430 | 7.50 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 22,306 | 6.54 | 7,920 | 7.93 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 117,800 | 41,825 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 627 | 33.40 | 223 | 35.37 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 13,060 | -2.04 | 4,637 | -0.77 | ||||
| 2025-07-08 | 13F | 银叶资本合伙公司 | 218 | 77 | ||||||
| 2025-07-08 | 13F | 银叶资本合伙公司 | Put | 600 | 213 | |||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,908,755 | 0.72 | 668 | 3.73 | ||||
| 2025-08-14 | 13F | 执政官合伙人有限责任公司 | 99,000 | 0.00 | 35,150 | 1.31 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 233,416 | 82,874 | ||||||
| 2025-05-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 9,244 | 79.81 | 3,240 | 99.45 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 1,547 | -76.82 | 549 | -70.24 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 603 | -66.01 | 214 | -65.54 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 5,620 | -2.36 | 1,995 | -1.09 | ||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,682,022 | 0.17 | 597,202 | 1.48 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 16,105 | 10.82 | 5,718 | 12.29 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 8,090 | -6.33 | 2,872 | -5.09 | ||||
| 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 | 516,581 | 0.15 | 178,479 | 1.23 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 3,578 | 1.79 | 1,270 | 3.17 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 41,766 | 0.00 | 14,829 | 1.31 | ||||
| 2025-07-16 | 13F | MontVue 资本管理公司 | 817 | 8.79 | 290 | 10.27 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 27,755 | -3.20 | 9,854 | -1.93 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 27,127 | -1.67 | 9,631 | -0.38 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 56,279 | 10.76 | 19,982 | 12.21 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 357 | -15.00 | 130 | -14.47 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 6,386 | -17.68 | 2,284 | -16.00 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 2,229 | -4.01 | 791 | -2.71 | ||||
| 2025-08-14 | 13F | 伍德布里奇有限公司 | 75,250 | 26,718 | ||||||
| 2025-08-27 | NP | Nuveen S&p 500 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 | 14,045 | 0.00 | 4,987 | 1.30 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 968 | 0.52 | 344 | 1.78 | ||||
| 2025-08-11 | 13F | 泰格石资本有限公司 | 2,448 | 0.16 | 825 | |||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 3,759 | 3.10 | 1,334 | 4.46 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 28,527 | 10,129 | ||||||
| 2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 36,329 | 0.00 | 13,267 | 0.68 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 283 | 16.46 | 98 | 16.87 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 173 | 61 | ||||||
| 2025-08-14 | 13F | TB资本资源管理有限公司 | 7,974 | 2,831 | ||||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 11,472 | -0.94 | 4,073 | 0.37 | ||||
| 2025-07-10 | 13F | 专业财务顾问有限责任公司 | 4,311 | 1.41 | 1,531 | 2.75 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 251 | 89 | ||||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 9,687 | -0.90 | 3,439 | 0.41 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 24 | -29.41 | 9 | -27.27 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 924 | 14.50 | 328 | 15.96 | ||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 13,837 | 5 | ||||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 565 | 201 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,704 | 40.71 | 605 | 42.69 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 444 | 0.00 | 158 | 1.29 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 728,817 | -1.30 | 258,766 | -0.01 | ||||
| 2025-04-24 | NP | UCMCX - 基石适度保守基金 | 778 | -15.62 | 282 | -2.76 | ||||
| 2025-05-30 | NP | PEFIX - PIMCO RAE PLUS EMG 机构基金 | 371 | -85.56 | 130 | -83.97 | ||||
| 2025-07-16 | 13F | 阿马里洛国家银行 | 6,723 | 0.00 | 2,387 | 1.32 | ||||
| 2025-07-23 | 13F | 阿米投资管理公司 | 15,552 | -1.15 | 5,522 | 0.15 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 220 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 12,054 | 1.29 | 4,280 | 2.64 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 59,167 | 13.16 | 21,007 | 14.64 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 7,760 | 12.03 | 2,755 | 13.37 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 49,782 | -1.97 | 17,675 | -0.68 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 599 | -12.81 | 213 | -11.67 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 203,889 | 11.45 | 72,391 | 12.91 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 3,427,033 | 0.18 | 1,216,768 | 1.50 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 600 | 0.00 | 213 | 1.43 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 32,001 | -16.68 | 11,362 | -16.81 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 3,440 | -5.55 | 1,221 | -4.31 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 43,047 | 203.21 | 15,284 | 207.20 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 6,000 | -14.29 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 1,900 | 11.76 | 675 | 13.28 | |||
| 2025-07-24 | 13F | 美国合众银行\de\ | 1,002,899 | -0.87 | 356,089 | 0.43 | ||||
| 2025-06-27 | NP | COAGX - Caldwell & Orkin - Gator Capital 多头/空头基金 | 1,900 | 0.00 | 656 | 1.08 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 87 | -94.06 | 31 | -94.15 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 1,118 | 37.52 | 397 | 39.79 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 10,512 | -2.66 | 3,732 | -1.37 | ||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 19,745 | -21.89 | 7,010 | -20.87 | ||||
| 2025-08-14 | 13F | 富力资产管理公司 | 22,158 | 7.06 | 7,867 | 8.47 | ||||
| 2025-08-06 | 13F | 福布斯财务规划公司 | 904 | 0.00 | 321 | 1.27 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 6,274 | 6.39 | 2,291 | 7.16 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,574 | -2.98 | 2,617 | -1.95 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 29,002 | -3.08 | 10,297 | -1.80 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 166,066 | 23.27 | 58,962 | 24.89 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 145,239 | 21.93 | 51,567 | 23.52 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 11,980 | 60.96 | 4,253 | 63.08 | ||||
| 2025-07-14 | 13F | 内普西斯公司 | 53,272 | -17.90 | 18,914 | -16.82 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 24,728 | -2.13 | 8,780 | -0.86 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 塞尔柯克管理有限责任公司 | 28,400 | 0.00 | 10,083 | 1.31 | ||||
| 2025-07-29 | 13F | 弗拉文金融服务有限公司 | 6,817 | -6.74 | 2,420 | -5.51 | ||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 1,620 | 575 | ||||||
| 2025-08-13 | 13F | 团结财富有限责任公司 | 44,726 | -3.94 | 15,880 | -2.69 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 755 | 0.13 | 268 | 1.52 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 28,878 | 24.37 | 10,253 | 26.00 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 12,580 | -3.39 | 4,467 | -2.13 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 2,990 | 0.91 | 1,062 | 2.22 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 46,882 | -3.20 | 16,645 | -1.93 | ||||
| 2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 32,337 | 0.00 | 11,481 | 1.31 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 16,909 | -0.10 | 6,004 | 1.21 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 282 | 12.80 | 100 | 14.94 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 177,975 | 0.00 | 63,190 | 1.31 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 4,058 | 31.67 | 1,402 | 33.14 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 9,980 | -32.71 | 3,543 | -31.83 | ||||
| 2025-07-31 | 13F | 普伦投资管理有限责任公司 | 1,783 | -3.36 | 633 | -2.01 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 23,567 | -0.02 | 8,142 | 1.07 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,903 | -35.10 | 1,741 | -34.27 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,258 | 19.74 | 1,157 | 21.30 | ||||
| 2025-07-23 | 13F | 施鲁姆私人财富管理有限责任公司 | 6,815 | 0.00 | 2,420 | 1.30 | ||||
| 2025-07-29 | 13F | 金融对称公司 | 771 | 0.13 | 274 | 1.49 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 11,920 | -43.20 | 4,232 | -42.45 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 22,950 | -7.38 | 8,001 | -5.83 | ||||
| 2025-08-13 | 13F | 堀子资本管理有限公司 | 6,981 | 51.76 | 2,479 | 53.72 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 11,805 | -1.09 | 4,191 | 0.22 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,745 | 36.76 | 637 | 37.88 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 2,310 | 0.00 | 820 | 1.36 | ||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 54,305 | -1.55 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 14 | 5 | ||||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 16,192 | -6.29 | 5,675 | 3.92 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 535,366 | -0.11 | 190,082 | 1.20 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 22,502 | 1.39 | 7,989 | 2.71 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 27,604 | -48.60 | 9,801 | -47.93 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 47,336 | 0.00 | 16,355 | 1.08 | ||||
| 2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 199,604 | -2.34 | 70,869 | -1.06 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 3,735 | 1.63 | 1,326 | 3.03 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 33,967 | -6.57 | 12,054 | -5.38 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 1,562 | 3.44 | 555 | 4.73 | ||||
| 2025-08-22 | NP | FMAGX - 富达麦哲伦基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,540,693 | -2.75 | 902,073 | -1.47 | ||||
| 2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 140,598 | -11.11 | 49,919 | -9.95 | ||||
| 2025-05-12 | 13F | 奥斯汀私人财富有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 149,909 | 0.19 | 53,225 | 1.50 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 2,401 | 42.66 | 852 | 44.65 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 12,328 | 1.67 | 4,424 | 18.35 | ||||
| 2025-07-11 | 13F | BDF-管理 | 43,628 | -9.83 | 15,490 | -8.64 | ||||
| 2025-08-25 | NP | SHRY - 大型美国股票精选 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 | 668 | -18.14 | 237 | -16.84 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 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 | 234,305 | 20.42 | 85,566 | 21.25 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 4,416 | 0.05 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 4,095 | -1.30 | 1,454 | 0.00 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 1,469 | -20.51 | 522 | -19.47 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 1,281 | 0.87 | 455 | 2.25 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 1,468 | 1 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 2,091,528 | 1.44 | 743 | 2.77 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 15,107 | 107.23 | 5,364 | 109.98 | ||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 10,294 | 12.98 | 3,655 | 14.47 | ||||
| 2025-08-08 | 13F | 第1776章 | 9,205 | -1.51 | 3,268 | -0.21 | ||||
| 2025-07-11 | 13F | 威廉·霍华德财务顾问公司 | 1,082 | 0.00 | 384 | 1.32 | ||||
| 2025-07-29 | NP | PRVS - 帕纳索斯价值精选 ETF | 938 | 25.07 | 333 | 27.10 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 638 | 0.00 | 227 | 1.35 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 68,147 | 3.24 | 24,196 | 4.59 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 资本顾问有限公司/纽约州 | 762,278 | -1.52 | 270,647 | -0.23 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 446 | -2.83 | 158 | -1.25 | ||||
| 2025-07-25 | NP | XPND - First Trust 扩展技术 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 | 3,032 | -22.36 | 1,107 | -21.82 | ||||
| 2025-06-27 | NP | CAGEX - Calamos 全球股票基金 A 类 | 8,040 | 43.57 | 2,778 | 45.09 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 12,820,885 | 1.15 | 4,552,057 | 2.47 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 19,747 | -0.77 | 7,011 | 0.53 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 114 | 26.67 | 40 | 29.03 | ||||
| 2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 589 | 0.17 | 209 | 1.46 | ||||
| 2025-08-06 | 13F | 梵克雅宝资产管理公司 | 755 | -9.25 | 268 | -7.90 | ||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 110,721 | 0.00 | 39,311 | 1.31 | ||||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 5,500 | 0.00 | 1,953 | 1.30 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 350,673 | -0.03 | 124,507 | 1.28 | ||||
| 2025-08-04 | 13F | 肖尔茨公司 | 22,183 | -5.87 | 7,876 | -4.63 | ||||
| 2025-08-06 | 13F | 峰会投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 151 | -7.93 | 54 | -7.02 | ||||
| 2025-08-27 | NP | Nuveen Dow 30sm 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 | 81,760 | -4.93 | 29,029 | -3.68 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 30 | 0.00 | 11 | 0.00 | ||||
| 2025-06-26 | NP | HEIIX - 轩尼诗股票及收益基金机构类 | 4,900 | -6.91 | 1,693 | -5.95 | ||||
| 2025-08-25 | NP | ADOIX - AXS 动态机会基金 I 类股票 | 700 | 0.00 | 249 | 1.22 | ||||
| 2025-08-06 | 13F | 科尔福德投资管理有限公司 | 72,967 | -0.67 | 25,907 | 0.63 | ||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 1,138 | 2.99 | 404 | 4.39 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 5,411 | 0.50 | 1,921 | 1.86 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 842,718 | 12.20 | 299,207 | 13.67 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 25,535 | 71.73 | 6,133 | 17.72 | ||||
| 2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 714,513 | -1.63 | 246,864 | -0.56 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 276,188 | 1.36 | 98 | 3.16 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 12,920 | -1.12 | 4,587 | 0.17 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 50,570 | -1.21 | 17,955 | 0.08 | ||||
| 2025-07-23 | 13F | 艾恩伍德金融有限公司 | 835 | 0.00 | 293 | 0.00 | ||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers 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 | 897,427 | -0.02 | 318,631 | 1.28 | ||||
| 2025-07-15 | 13F | 马丁资本顾问有限公司 | 11,582 | 1.19 | 4,112 | 2.52 | ||||
| 2025-08-14 | 13F | 尼什卡玛资本有限责任公司 | Put | 150,000 | 134.38 | 53,258 | 137.45 | |||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 4,100 | -19.61 | 1,456 | -18.58 | |||
| 2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 1,265 | -3.29 | 449 | -1.97 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心成长基金 | 18,286 | -0.84 | 6,492 | 0.46 | ||||
| 2025-06-27 | NP | TMAT - 主要主题创新ETF | 2,892 | 1.40 | 999 | 2.57 | ||||
| 2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 7,781 | 4.49 | 2,763 | 5.86 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 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 | 4,838 | -6.51 | 1,718 | -5.30 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 8,508 | 309.63 | 3,021 | 315.41 | ||||
| 2025-07-29 | NP | PARWX - Parnassus Endeavor 基金投资者股票 | 256,686 | -2.08 | 91,136 | -0.80 |
