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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| 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 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 357,381 | -0.43 | 126,888 | 0.87 | ||||
| 2025-06-30 | NP | LCEAX - 景顺多元化股息基金 A 类 | 439,048 | 0.00 | 151,691 | 1.08 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 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 | 562,046 | -0.14 | 194,187 | 0.94 | ||||
| 2025-04-17 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Surience 私人财富有限公司 | 11,211 | 3,980 | ||||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,338 | 45.67 | 830 | 47.69 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 45,102 | 16.60 | 16,014 | 18.12 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 105,303 | 1.41 | 37,300 | 7.17 | ||||
| 2025-08-08 | 13F | eCIO公司 | 588 | -0.68 | 209 | 0.48 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 115 | 41 | ||||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 42,709 | 378.00 | 15,597 | 378.11 | ||||
| 2025-05-06 | 13F | 哈梅尔联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 丹尔财富管理有限公司 | 604 | 203 | ||||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 4,149 | -1.19 | 1,473 | 0.14 | ||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 3,525 | -22.88 | 1,235 | -3.14 | ||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 4,737 | -1.52 | 1,682 | -0.24 | ||||
| 2025-06-30 | NP | RSP - Invesco 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 | 422,639 | -12.30 | 146,022 | -11.35 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 21,439 | 2.15 | 7,612 | 3.48 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 40,596 | 1.92 | 14,414 | 3.25 | ||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 6,739 | -3.65 | 2,393 | -2.41 | ||||
| 2025-08-07 | 13F | 坎伯兰顾问公司 | 640 | -1.54 | 227 | 0.00 | ||||
| 2025-07-11 | 13F | 先锋资本财富顾问 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 950 | 4.63 | 337 | 5.97 | ||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 55,701 | 4.42 | 19,777 | 5.79 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 240,641 | -7.33 | 83,141 | -6.33 | ||||
| 2025-07-08 | 13F | 伯恩伦特资产管理公司 | 8,034 | 0.00 | 2,852 | 1.31 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 402 | 0.00 | 143 | 1.43 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘成长基金 | 7,954 | -0.71 | 2,824 | 0.61 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 8,344 | 3 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 160 | 25.98 | 57 | 27.27 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 89 | 286.96 | 32 | 287.50 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 12,365 | 2.15 | 4,334 | 13.28 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 27,384 | 1.65 | 9,723 | 2.98 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 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 | 14,845 | 45.18 | 5,129 | 46.77 | ||||
| 2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 4,906 | 1,742 | ||||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 172,651 | 1.43 | 61,300 | 2.76 | ||||
| 2025-07-18 | NP | MAIPX - MAI 机构管理波动基金 | 14,260 | 0.00 | 5,208 | 0.68 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 1,005 | 17.68 | 357 | 19.06 | ||||
| 2025-07-11 | 13F | 布滕斯基和科恩金融安全公司 | 16,732 | -3.41 | 5,941 | -2.16 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 798,942 | 0.46 | 283,664 | 1.78 | ||||
| 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 | 17,633 | -55.92 | 6,261 | -55.35 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 261 | 90 | ||||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 1,592 | 0.00 | 565 | 1.44 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 3,303 | 2.07 | 1,173 | 3.35 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 9,391 | -8.08 | 3,334 | -6.87 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,913 | 1.97 | 699 | 2.65 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 396,813 | 32.85 | 140,889 | 34.59 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 2,900 | 0.00 | 1,030 | 1.28 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 9,743 | -1.16 | 3 | 0.00 | ||||
| 2025-06-25 | NP | WGFCX - 富国银行成长基金 C 类 | 111,105 | -4.16 | 38,387 | -3.12 | ||||
| 2025-08-01 | 13F | 特维斯投资管理公司 | 3,789 | -6.54 | 1,345 | 5.00 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 8,597 | -2.69 | 3,052 | -1.42 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 6,306 | 17.61 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | XXEC 公司 | 24,210 | -19.40 | 8,596 | -18.35 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 638 | 5.45 | 0 | |||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 相和金融集团有限公司 | 14,078 | -0.73 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 519,630 | 0.31 | 184,495 | 1.63 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 3,045 | -7.16 | 1,081 | -5.92 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 9,256 | 1.01 | 3,286 | 2.34 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 1,294 | 27.87 | 459 | 29.66 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 259 | 0.00 | 92 | 1.11 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,351 | 0.37 | 452 | 5.61 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 714,337 | -2.39 | 253,625 | -1.11 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 7,396 | 1,052.02 | 2,626 | 1,071.88 | ||||
| 2025-07-29 | 13F | 奥唐纳金融服务有限责任公司 | 767 | -4.36 | 272 | -3.20 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 194,131 | 2.00 | 68,926 | 3.33 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 5,537 | 11.14 | 1,966 | 12.61 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 5,131 | -8.26 | 1,874 | -7.64 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 93,524 | -7.01 | 33,206 | -5.79 | ||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 3,171 | -12.18 | 1,126 | -11.07 | ||||
| 2025-07-29 | 13F | 百丽资本国际有限公司 | 1,134 | -36.96 | 403 | -36.19 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 2,060 | -0.48 | 731 | 0.83 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 16,860 | 2.44 | 5,986 | 3.80 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A2 系列 | 3,349 | -6.14 | 1,189 | -4.88 | ||||
| 2025-05-15 | 13F | ClearAlpha 技术公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 246 | 87 | ||||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 3,946 | -6.05 | 1,401 | -4.76 | ||||
| 2025-05-22 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 897 | 314 | ||||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 1,874,215 | 2.02 | 665,440 | 3.35 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 37,022 | -2.96 | 13,145 | -1.69 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 大盘成长基金初始级 | 30,631 | -5.81 | 10,876 | -4.58 | ||||
| 2025-07-15 | 13F | 克里斯滕森·金与合伙人投资服务公司 | 824 | 16.38 | 292 | 19.67 | ||||
| 2025-08-14 | 13F | Foxhaven 资产管理有限合伙人 | 387,672 | 0.00 | 137,643 | 1.31 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 3,629 | -0.03 | 1,288 | 1.26 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 12,652 | 4,492 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 4,000 | 0.00 | 1,420 | 1.36 | |||
| 2025-04-28 | NP | UTRN - Vesper 美国大盘短期反转策略 ETF | 1,382 | -56.31 | 501 | -41.81 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 126,185 | -0.16 | 44,802 | 1.15 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 6,900 | 2,450 | |||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,658 | -7.50 | 12,320 | -6.50 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 25,909 | 2.19 | 9,199 | 3.53 | ||||
| 2025-07-16 | 13F | 西尔维斯特顾问有限责任公司 | 1,385 | -9.95 | 492 | -8.91 | ||||
| 2025-07-11 | 13F | 四城投资集团有限责任公司 | 2,058 | 0.05 | 731 | 1.39 | ||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 10,276 | 1.22 | 3,648 | 2.56 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 89,030 | 90.43 | 31,610 | 92.94 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 67,835 | 0.15 | 24,085 | 1.46 | ||||
| 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 | 69,430 | 11.11 | 23,988 | 12.31 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 5,947 | -2.03 | 2,112 | -0.75 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 6,569 | 6.12 | 2,332 | 7.51 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,161 | -34.75 | 19,230 | -33.89 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 47,356 | -1.55 | 16,814 | -0.27 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 1,268 | 0.08 | 450 | 1.35 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 167,388 | -6.81 | 59,431 | -5.58 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 14,345 | -17.32 | 5,028 | 22.01 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 1,544 | 12.78 | 548 | 14.41 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 8,805 | 8.18 | 3,126 | 9.61 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 913,551 | 0.00 | 315,632 | 1.08 | ||||
| 2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 3,416 | -8.25 | 1,213 | -7.06 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 1,348 | 3.14 | 479 | 4.37 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 1,078 | 19.51 | 383 | 20.89 | ||||
| 2025-07-10 | 13F | Affiance 金融有限责任公司 | 751 | -13.78 | 267 | -12.79 | ||||
| 2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 2,885 | 997 | ||||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus KAR 资本增长系列 A 级 | 46,442 | -3.19 | 16,489 | -1.92 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 74,750 | 4.02 | 26,540 | 5.38 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 85,413 | -3.82 | 30,326 | -2.56 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 16,526,067 | 15.75 | 5,867,580 | 17.27 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 44 | -66.41 | 15 | -65.91 | ||||
| 2025-06-25 | NP | LEGAX - 哥伦比亚大盘成长基金 A 类 | 523,875 | -2.85 | 180,999 | -1.79 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 6,803 | 2.84 | 2,417 | 4.18 | ||||
| 2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 123,325 | 6.97 | 42,609 | 8.13 | ||||
| 2025-06-30 | NP | AKREX - Akre 焦点基金零售类 | 3,156,500 | -2.97 | 1,090,571 | -1.92 | ||||
| 2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 4,047 | -2.81 | 1,437 | -1.58 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 16,989 | -0.12 | 6,032 | 1.19 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EDENTREE资产管理有限公司 | 12,098 | -12.95 | 4,292 | -11.87 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,168,623 | -9.06 | 415 | -8.00 | ||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 905 | 7.10 | 313 | 8.33 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 118,374 | 11.50 | 43,229 | 12.26 | ||||
| 2025-08-27 | NP | LOGO - Alpha Brands(TM) 消费领袖 ETF | 1,913 | 679 | ||||||
| 2025-07-15 | 13F | 第五第三银行 | 417,752 | 1.04 | 148,323 | 2.37 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 4,225 | -12.98 | 1,500 | -11.82 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 28,006 | -1.84 | 9,943 | -0.55 | ||||
| 2025-07-25 | NP | CTCAX - 哥伦比亚全球科技增长基金 A 类 | 227,599 | -2.62 | 83,117 | -1.96 | ||||
| 2025-06-30 | NP | CAMLX - 国会大型成长基金零售类别 | 74,100 | 0.00 | 25,602 | 1.08 | ||||
| 2025-07-31 | 13F | GenTrust 有限责任公司 | 2,834 | -11.69 | 1,006 | -10.50 | ||||
| 2025-03-28 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 8,292 | -2.03 | 2,834 | 22.58 | ||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 612 | 0.00 | 217 | 1.40 | ||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 4,734 | 3.66 | 1,681 | 5.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 全国基金 I 类 | 29,121 | -6.38 | 10,339 | -5.15 | ||||
| 2025-08-05 | 13F | 太平洋财富策略集团有限公司 | 4,984 | 0.14 | 1,722 | -1.32 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 9,968 | -7.45 | 3,539 | -6.23 | ||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 3,280 | 0.00 | 1,165 | 1.31 | ||||
| 2025-08-27 | NP | RYDHX - 道琼斯工业平均指数 H 类基金 | 2,583 | -23.65 | 917 | -22.62 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 119,727 | 36.56 | 41,738 | 38.86 | ||||
| 2025-08-27 | NP | WPOPX - Partners III 机会基金 - 机构类别 | 59,000 | -9.23 | 20,948 | -8.04 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 11,818 | -13.92 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 31,544 | 0.24 | 11,200 | 1.55 | ||||
| 2025-08-28 | NP | SRVEX - 胜利多元化股票基金A级 | 21,121 | 14.35 | 7,499 | 15.85 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 27,179 | 407.83 | 9,925 | 411.33 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 9,874 | 3.69 | 3,506 | 5.03 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 530,400 | -29.30 | 188,319 | -28.37 | |||
| 2025-07-29 | NP | BPAIX - Boston Partners 全市值机构价值基金 | 63,980 | -6.19 | 23,365 | -5.55 | ||||
| 2025-08-08 | 13F | 家族企业有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | IGLGX - Columbia Select 全球股票基金 A 类 | 69,305 | 0.00 | 23,945 | 1.08 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 5,808 | -12.15 | 2,062 | -10.97 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 90 | 63.64 | 32 | 63.16 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 3,811 | -0.03 | 1,353 | 1.35 | ||||
| 2025-07-17 | 13F | 凯恩投资集团有限公司 | 1,682 | -10.63 | 1 | |||||
| 2025-07-17 | 13F | 清晰点顾问公司 | 1,712 | 0.12 | 608 | 1.34 | ||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 994 | -0.10 | 353 | 1.15 | ||||
| 2025-06-26 | NP | NCEGX - 北方国家股票增长基金 | 5,700 | 0.00 | 2,082 | 0.68 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 4,879,881 | -7.04 | 1,732,602 | -5.82 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 28,910 | -0.98 | 10,265 | 0.32 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 19,079 | -0.30 | 6,774 | 1.00 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 24,825 | 29.53 | 8,577 | 30.95 | ||||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 783 | 0.13 | 278 | 1.47 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 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 | 469,798 | 3.93 | 162,315 | 5.05 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 3,139,138 | 22.74 | 1,114,551 | 24.35 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 30,895 | -8.90 | 11,283 | -8.28 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 索纳资产管理（美国）有限公司 | Put | 22,200 | 7,882 | |||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 663 | 235 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 7,677 | 0.89 | 2,804 | 1.59 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 13,919 | 0.00 | 4,942 | 1.29 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 311,900 | -21.87 | 110,740 | -20.85 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 939,444 | 14.35 | 333,550 | 15.85 | ||||
| 2025-04-24 | NP | MRSAX - MFS 研究国际基金 A | 691,941 | -8.34 | 250,974 | 5.52 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 987 | 49,250.00 | 350 | 12.54 | ||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 313 | 16.36 | 111 | 18.09 | ||||
| 2025-07-28 | 13F | 佩廷加财务顾问有限责任公司 | 629 | 0.00 | 223 | 1.36 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 685,195 | 0.00 | 243,278 | 1.31 | ||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 3,024 | -24.21 | 1,074 | -23.25 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 47,482 | 0.35 | 16,860 | 1.66 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 5,561 | 32.37 | 1,974 | 34.10 | ||||
| 2025-07-11 | 13F | 鹰湾顾问有限责任公司 | 1,732 | 0.12 | 615 | 1.32 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 511 | 38.48 | 181 | 40.31 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 207,584 | -6.34 | 73,703 | -5.11 | ||||
| 2025-08-29 | NP | SOAVX - Spirit Of America 大盘价值基金 A 类 | 7,550 | 0.00 | 2,681 | 1.32 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 224 | -86.39 | 77 | -82.58 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 3,662 | -0.89 | 1,300 | 0.46 | ||||
| 2025-06-30 | NP | CAML - 国会大盘成长 ETF | 23,664 | -0.85 | 8,176 | 0.22 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 155,444 | -1.07 | 56,767 | -0.39 | ||||
| 2025-08-04 | 13F | FRG 家族财富顾问有限责任公司 | 25,628 | -0.91 | 9,099 | 0.40 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 187,843 | -5.27 | 66,694 | -4.03 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 63,722 | 4.16 | 22,625 | 5.53 | ||||
| 2025-08-25 | NP | 伊顿万斯风险管理多元化股票收益基金 | 46,308 | 5.87 | 16,442 | 7.25 | ||||
| 2025-07-31 | 13F | Topsail财富管理有限责任公司 | 6,977 | -0.80 | 2,477 | 0.53 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 1,497 | -1.84 | 1 | |||||
| 2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 188,444 | -2.63 | 66,907 | -1.35 | ||||
| 2025-08-13 | 13F | 麦科勒姆·克里斯托弗森集团有限责任公司 | 38,708 | -1.29 | 13,743 | 0.00 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 97,577 | -30.49 | 34,645 | -29.58 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | Put | 100 | 0 | |||||
| 2025-06-26 | NP | FEOPX - 富达持久机会基金 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 | 490 | -2.78 | 169 | -1.74 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 4,295 | 5.74 | 1,525 | 7.10 | ||||
| 2025-06-26 | NP | FNDMX - 富达系列可持续非美国发达市场基金 | 390 | 42.86 | 135 | 44.09 | ||||
| 2025-08-13 | 13F | 基尔特霍林有限责任公司 | 2,825 | 0.04 | 1,003 | 1.11 | ||||
| 2025-07-30 | 13F | 博伊特 CF 大卫 | 26,630 | 0.00 | 9,455 | 1.31 | ||||
| 2025-08-01 | 13F | Wincap金融有限责任公司 | 901 | 1.12 | 320 | 2.24 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 1,607 | -7.11 | 571 | -5.94 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 1,511 | 19.26 | 537 | 20.99 | ||||
| 2025-07-22 | NP | GSIIX - 高盛机构股票收益基金 | 8,669 | -39.41 | 3,166 | -39.01 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 64,681 | -6.04 | 22,965 | -4.80 | ||||
| 2025-08-15 | 13F | 玛雅资本有限公司 | 2,880 | -50.17 | 1,023 | -49.53 | ||||
| 2025-07-14 | 13F | 湖岸财务规划公司 | 842 | 0.00 | 299 | 1.02 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 325,018 | -6.42 | 115,398 | -5.20 | ||||
| 2025-07-09 | 13F | 墨菲、米德尔顿、欣克尔和帕克公司 | 2,121 | 0.00 | 743 | 0.00 | ||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 15,002 | -3.21 | 5,326 | 2.34 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 652,728 | 4.60 | 232 | 5.96 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 133,099 | -5.07 | 47,257 | -3.82 | ||||
| 2025-07-18 | 13F | 山猫投资咨询 | 3,908 | -0.18 | 1,388 | 1.09 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 32,742 | 37.46 | 11,625 | 39.27 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 363,222 | 0.27 | 129 | 1.59 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 75,532 | -1.44 | 26,818 | -0.15 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 11,861 | 6.31 | 4,211 | 7.70 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 5,290 | -5.77 | 1,878 | -4.52 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 18,213 | 8.19 | 6,651 | 8.94 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 18,811 | 0.02 | 6,679 | 1.32 | ||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 929,727 | -8.95 | 330,100 | -7.76 | ||||
| 2025-08-13 | 13F | 金沙资本管理有限公司 | 4,030,104 | 5.69 | 1,430,889 | 7.08 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 1,637 | 0.00 | 581 | 1.40 | ||||
| 2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 9,550 | 0.00 | 3,488 | 0.69 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 2,714,532 | -3.83 | 963,790 | -2.57 | ||||
| 2025-07-22 | 13F | 传统 CG 有限责任公司 | 20,739 | -3.08 | 7,363 | -1.80 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 112,200 | -4.74 | 39,837 | -3.50 | ||||
| 2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 3,542 | 0.00 | 1,294 | 0.70 | ||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 11,938 | -0.13 | 4,239 | 1.17 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 2,144 | 10.17 | 761 | 11.75 | ||||
| 2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 1,187 | 0.08 | 421 | 1.45 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 40,195 | -1.25 | 14,271 | 0.04 | ||||
| 2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 590 | -16.43 | 209 | -15.38 | ||||
| 2025-08-14 | 13F | 唐资本管理有限公司 | 4,869 | -25.89 | 1,729 | -24.93 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 164,489 | -1.70 | 57,647 | 9.00 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 8,422 | 5.24 | 2,990 | 6.63 | ||||
| 2025-08-05 | 13F | 森伯斯特金融集团有限责任公司 | 3,116 | 7.89 | 1,106 | 9.29 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,194 | -6.05 | 1,532 | -5.44 | ||||
| 2025-07-28 | 13F | 库欣资本合伙公司 | 3,736 | 0.43 | 1,326 | 1.77 | ||||
| 2025-07-17 | 13F | 诺依曼资本管理有限公司 | 1,172 | 0.17 | 416 | 1.46 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 5,864 | 9.00 | 2,082 | 10.45 | ||||
| 2025-07-22 | 13F | 斯特里德集团有限责任公司 | 672 | 0.00 | 239 | 1.28 | ||||
| 2025-06-26 | NP | FOSFX - 富达海外基金 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 | 251,900 | 1.78 | 87,031 | 2.88 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 5,187 | 102.62 | 1,842 | 105.24 | ||||
| 2025-04-30 | 13F | Arcus 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 18,908 | -8.93 | 6,713 | -7.74 | ||||
| 2025-07-16 | 13F | 蓝橡树资本有限责任公司 | 1,300 | 0.00 | 462 | 1.32 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 34,085 | 6.18 | 12,102 | 7.57 | ||||
| 2025-08-25 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 1,250 | -26.25 | 444 | -0.23 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 22,981 | 2,146.43 | 7,940 | 2,174.79 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 85,765 | -1.73 | 30,451 | -0.44 | ||||
| 2025-08-13 | 13F | 埃尔格森资本管理公司 | 3,952 | 0.00 | 1,403 | 1.30 | ||||
| 2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 41 | 15 | ||||||
| 2025-08-21 | NP | LZFIX - Lazard 股权特许经营投资组合机构股票 | 1,271 | -92.23 | 451 | -92.14 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 4,394 | 5.57 | 1,560 | 7.00 | ||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 5,156 | -12.76 | 1,883 | -12.18 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 39,913 | -5.65 | 14,171 | -4.42 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 1,455 | 26.96 | 517 | 28.68 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 275 | -12.14 | 95 | -10.38 | ||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 600 | -98.19 | 213 | -98.17 | |||
| 2025-08-07 | 13F | 策略资产管理公司 | 7,763 | 3.81 | 2,756 | 5.19 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 1,361 | 7.42 | 483 | 8.78 | ||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 5,796 | -3.34 | 2,058 | -2.09 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,971 | -0.61 | 681 | 0.44 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 169 | 0.00 | 60 | 1.69 | ||||
| 2025-08-14 | 13F | Bamco Inc /纽约/ | 177,019 | 3.46 | 62,851 | 4.81 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 6,851 | -0.71 | 2,432 | 0.58 | ||||
| 2025-08-13 | 13F | 槐木资本顾问有限公司 | 239,748 | 3.19 | 85,123 | 4.54 | ||||
| 2025-07-16 | 13F | 雷尼尔家族财富公司 | 2,310 | -3.71 | 820 | -2.38 | ||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 12 | -42.86 | 4 | -42.86 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 107,495 | 9.56 | 37,140 | 10.75 | ||||
| 2025-07-15 | 13F | 亚伯勒资本有限责任公司 | 47,264 | 0.00 | 16,781 | 1.31 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 27,570 | 5.21 | 9,789 | 7.25 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 5,654 | 16.10 | 2,005 | 24.86 | ||||
| 2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 1,468 | 27.54 | 521 | 29.28 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 3,806 | 7.15 | 1,351 | 8.60 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 6,802 | -0.06 | 2,415 | 1.26 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 1,698 | 603 | ||||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - | 5,073 | 14.13 | 1,853 | 14.89 | ||||
| 2025-07-28 | NP | VCIGX - 股息价值基金 | 21,182 | -37.17 | 7,735 | -36.74 | ||||
| 2025-06-26 | NP | FIDAX - 金融产业基金 A 类 | 33,822 | 13.88 | 11,686 | 15.11 | ||||
| 2025-08-14 | 13F | Cura 财富顾问有限公司 | 984 | -0.40 | 349 | 0.87 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 3,425 | 16.14 | 1,216 | 17.72 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 555 | -1.07 | 197 | 0.51 | ||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 5,265 | 9.14 | 1,869 | 10.59 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 3,280 | -6.42 | 1,164 | -5.21 | ||||
| 2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 3,432 | -2.19 | 1,219 | -0.90 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 2,049 | -6.40 | 728 | -5.22 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 57,169 | -7.16 | 20,298 | -5.95 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 42,332 | 0.90 | 14,975 | 0.75 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 2,461 | 1.48 | 1 | |||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 1,127 | 6.72 | 412 | 7.31 | ||||
| 2025-08-14 | 13F | 特内雷资本有限责任公司 | 56,695 | 0.00 | 20,130 | 1.31 | ||||
| 2025-08-14 | 13F | 哈维资本管理公司 | 24,022 | -1.36 | 8,539 | 0.06 | ||||
| 2025-07-02 | 13F | Lvm资本管理有限公司/mi | 2,118 | -1.17 | 1 | |||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 5,492 | 61.10 | 1,950 | 63.23 | ||||
| 2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 2,070 | 1.07 | 735 | 2.51 | ||||
| 2025-06-27 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 111,560 | -4.74 | 38,544 | -3.71 | ||||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 606,954 | -30.66 | 215,499 | -29.75 | ||||
| 2025-08-28 | NP | XLF - 金融精选行业 SPDR 基金 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 | 11,543,369 | -9.63 | 4,098,473 | -8.44 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 1,062 | -2.66 | 377 | -1.31 | ||||
| 2025-08-12 | 13F | 绝对资本管理有限责任公司 | 5,800 | -0.19 | 2,059 | 1.13 | ||||
| 2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 2,620 | 1.08 | 930 | 2.42 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 3,493 | 1.78 | 1,240 | 3.16 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 82,500 | 11.34 | 29,292 | 12.79 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 34,800 | 64.93 | 12,356 | 67.09 | |||
| 2025-07-31 | 13F | LJI 财富管理有限责任公司 | 1,312 | -7.08 | 466 | -5.87 | ||||
| 2025-06-11 | NP | DBISX - DWS 全球宏观基金 A 类 | 3,136 | 0.00 | 1,083 | 1.12 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 524,200 | 182,741 | |||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 1,641 | -4.59 | 583 | -3.32 | ||||
| 2025-07-09 | 13F | StrongBox 财富有限责任公司 | 20,692 | 2.97 | 7,347 | 4.33 | ||||
| 2025-07-16 | 13F | 伦道夫公司 | 66,436 | 1.73 | 23,588 | 3.06 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 380 | 34.28 | 135 | 35.35 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 6,217 | 2,167 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 625,800 | 218,160 | |||||
| 2025-08-19 | NP | DAVPX - 达文波特核心基金 | 80,027 | 3.05 | 28,414 | 4.40 | ||||
| 2025-08-27 | NP | LQPE - PEO AlphaQuest(TM) 主题 PE ETF | 559 | -10.70 | 198 | -9.59 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 13,901 | 3.02 | 4,803 | 4.14 | ||||
| 2025-08-26 | NP | IGFAX - VY(R) 摩根士丹利全球特许经营投资组合 ADV 级 | 50,107 | -4.24 | 17,790 | -2.98 | ||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 8,799 | -0.93 | 3,124 | 0.39 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 32,821 | -16.05 | 11,340 | -15.15 | ||||
| 2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 2,990 | -11.80 | 1,062 | -10.69 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 4,040 | -9.25 | 1,434 | -8.08 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 1,133 | 16.92 | 402 | 18.58 | ||||
| 2025-06-25 | NP | PGROX - 纽约梅隆银行全球增长基金公司 A 类 | 118,635 | -18.05 | 40,988 | -17.16 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 359,139 | -21.23 | 127,512 | -20.20 | ||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 53,689 | -1.08 | 19,062 | 0.22 | ||||
| 2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 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 | 509,693 | 3.59 | 176,099 | 4.71 | ||||
| 2025-08-14 | 13F | 帕文资产管理有限公司 | 25 | -66.67 | 9 | -69.23 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 6,977,324 | 5.46 | 2,477,299 | 6.85 | ||||
| 2025-08-04 | 13F | 肖尔帕斯资本管理有限公司 | 24,561 | -3.21 | 8,720 | -1.93 | ||||
| 2025-07-15 | 13F | 主流资本管理有限公司 | 3,391 | 0.00 | 1,204 | 1.26 | ||||
| 2025-08-29 | NP | GBCIX - Gabelli 股息增长基金 I 类 | 1,300 | -13.33 | 462 | -12.19 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 22,162 | 2.88 | 7,869 | 16.96 | ||||
| 2025-08-07 | 13F | 中央证券公司 | 75,000 | 0.00 | 26,629 | 1.31 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 2,010 | 714 | ||||||
| 2025-08-14 | 13F | 家族管理公司 | 17,492 | 0.68 | 6,211 | 2.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 44,312 | 1.92 | 15,733 | 3.25 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 135,400 | 155.95 | 48,074 | 159.31 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 194,700 | 4.73 | 69,128 | 6.11 | |||
| 2025-06-11 | NP | KTCIX - DWS科技基金机构班 | 63,731 | 0.00 | 22,019 | 1.08 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 21,632 | -0.59 | 7,680 | 0.72 | ||||
| 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 | 15,213 | -10.44 | 5,401 | -9.26 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 25,564 | -0.98 | 8,832 | 0.09 | ||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 2,880 | -0.17 | 1,023 | 1.09 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 1,305,853 | 5.57 | 465,574 | 7.40 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 4,397 | 16.38 | 1,561 | 17.90 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 14,106 | 5,008 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 30 | 11 | ||||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 14,500 | -1.07 | 5,148 | 0.23 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 2,692 | 19.49 | 956 | 21.04 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 454,949 | 11.47 | 157,185 | 12.68 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 2,226 | -3.30 | 790 | -1.99 | ||||
| 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 | 17,825 | 0.00 | 6,329 | 1.31 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 82,359 | -1.60 | 29 | 0.00 | ||||
| 2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,596,630 | -3.71 | 566,883 | -2.45 | ||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 1,561 | -0.76 | 554 | 0.54 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 39,994 | 315.65 | 14,200 | 321.09 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 540,316 | -29.71 | 191,839 | -28.79 | ||||
| 2025-08-29 | NP | NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund 零售类别股票 | 4,000 | 1,420 | ||||||
| 2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 143,050 | -10.88 | 49,424 | -9.91 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 2,274 | 10.71 | 807 | 12.24 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,484 | -14.16 | 7,273 | -13.05 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 257,060 | -1.62 | 91,269 | -0.33 | ||||
| 2025-08-14 | 13F | 帕资本管理公司 | 2,840 | 32.71 | 1,008 | 34.58 | ||||
| 2025-07-15 | 13F | 佩恩·戴维斯·麦克法兰公司 | 3,368 | -1.23 | 1,196 | 0.00 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 9,373 | -2.83 | 3,328 | -1.57 | ||||
| 2025-08-13 | 13F | 吉维尼资本公司 | 401,297 | 1.97 | 142,480 | 3.30 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 18,298 | -0.93 | 6,567 | 13.83 | ||||
| 2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 1,696 | 1.98 | 602 | 3.44 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 6,240,048 | -0.16 | 2,215,529 | 1.15 | ||||
| 2025-07-09 | 13F | 达德利和尚利公司 | 97,211 | -0.04 | 34,515 | 1.27 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 霍特科恩·理查德·查尔斯 | 46 | 0.00 | 16 | 0.00 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 1,088 | -1.36 | 386 | 0.00 | ||||
| 2025-07-23 | 13F | 下一级财富规划有限责任公司 | 1,153 | 0.87 | 409 | 2.25 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 402 | 40.07 | 143 | 42.00 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 73,412 | -4.90 | 26,065 | -3.65 | ||||
| 2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 4,364 | 1,549 | ||||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 939,308 | 1.04 | 333,501 | 2.36 | ||||
| 2025-08-25 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 26,673 | -25.98 | 9,470 | -25.01 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 406 | 1.50 | ||||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 641,610 | 17.74 | 227,804 | 19.29 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 301 | 0.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | HDCAX - Rational Equity Armor 基金 A 类股票 | 1,968 | -5.25 | 699 | -3.99 | ||||
| 2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 992 | -4.15 | 352 | -2.76 | ||||
| 2025-07-28 | NP | UDOW - ProShares UltraPro Dow30 | 67,616 | 1.09 | 24,693 | 1.78 | ||||
| 2025-07-23 | 13F | 分水岭私人财富有限责任公司 | 5,498 | 0.00 | 1,952 | 1.35 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -11 | -4 | |||||
| 2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 2,680 | -14.02 | 962 | -12.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 6,400 | -8.41 | 2,272 | -7.23 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 601 | -14.63 | 213 | -13.41 | ||||
| 2025-08-07 | 13F | 坚决顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 巴卢顾问公司 | 804 | -1.11 | 289 | 6.27 | ||||
| 2025-08-25 | NP | EALCX - 伊顿万斯成长基金 A 类 | 33,369 | 41.34 | 11,848 | 43.18 | ||||
| 2025-07-09 | 13F | 克拉鲁斯财富顾问 | 576 | 204 | ||||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 510,942 | 4.44 | 181,410 | 5.80 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 263 | 93 | ||||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 62 | -19.48 | 22 | -18.52 | ||||
| 2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 16,762 | -19.35 | 5,791 | -18.47 | ||||
| 2025-07-28 | NP | ZGFAX-美国Beacon Ninety One全球特许经营基金Y类 | 109,336 | 4.16 | 39,928 | 4.87 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 16,099 | 17.52 | 5,879 | 18.34 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 10,514 | -10.06 | 3,750 | -8.49 | ||||
| 2025-08-29 | NP | BAFE-布朗咨询灵活股票ETF | 173,454 | 9.37 | 61,585 | 10.81 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 3,980 | 6.53 | 1,375 | 7.76 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 2,743 | 24.06 | 975 | 27.28 | ||||
| 2025-08-14 | 13F/A | 佩里特资本管理公司 | 22 | 0.00 | 8 | 0.00 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 6,871 | 4.76 | 2,374 | 5.89 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 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 | 1,142 | -94.47 | 417 | -94.43 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 600,023 | 1.03 | 213,038 | 2.35 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 21,481 | 0.00 | 7,627 | 1.30 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 19,658 | -0.05 | 6,906 | 2.81 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 21,143 | 5.98 | 7,507 | 7.37 | ||||
| 2025-08-21 | NP | NICSX - 尼古拉斯基金公司 | 200,995 | -24.16 | 71,363 | -23.17 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 5,515 | 23.16 | 1,960 | 24.70 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 23,309 | 6.43 | 8,293 | 8.05 | ||||
| 2025-08-12 | 13F | 泛微咨询集团 | 937 | 1.63 | 333 | 2.79 | ||||
| 2025-08-29 | NP | BASG - 布朗咨询可持续增长ETF | 55,527 | 19,715 | ||||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 2,874 | 2.86 | 1,020 | 4.19 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 279,884 | 13.77 | 99,373 | 15.26 | ||||
| 2025-08-12 | 13F | 运行点资本顾问有限责任公司 | 2,017 | -0.35 | 716 | 0.99 | ||||
| 2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 62,694 | -27.54 | 22,097 | -26.31 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 1,730,066 | -0.91 | 614,260 | 0.39 | ||||
| 2025-08-29 | NP | GGCAX - Gamco 成长基金 A 类 | 99,100 | 0.00 | 35,185 | 1.31 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 8,500 | 10,938.96 | 3,018 | 11,503.85 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 3,500 | -14.13 | 1,243 | -13.03 | ||||
| 2025-05-30 | NP | AQLGX - 阿尔塔质量增长基金机构股票 | 3,073 | -45.42 | 1,077 | -39.52 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88,082 | -1.05 | 31,274 | 0.25 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 768 | 8.17 | 265 | 9.50 | ||||
| 2025-08-08 | 13F | 安联保险 | 112,143 | 4.00 | 39,816 | 5.37 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 16,765 | 4.03 | 5,952 | 5.40 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 4,275 | 280.34 | 1,518 | 286.01 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 141,187 | 4.01 | 51,560 | 4.72 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来金融和科技 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 | 250 | 3.73 | 86 | 4.88 | ||||
| 2025-07-10 | 13F | 明石资本管理有限公司 | 18,250 | 0.00 | 6,480 | 1.31 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 881,351 | -12.03 | 304,507 | -11.07 | ||||
| 2025-08-08 | 13F | 塞卡诺管理有限责任公司 | 143,181 | -44.84 | 50,836 | -44.12 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 962,127 | -4.71 | 341,603 | -3.46 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,798,780 | 9.77 | 638,657 | 11.21 | ||||
| 2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 16,676 | -0.88 | 5,921 | 0.41 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 12,477 | 2.54 | 4,430 | 3.87 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 38,437 | 0.59 | 13,647 | 1.91 | ||||
| 2025-08-13 | 13F | 钱宁全球顾问有限公司 | 21,309 | -10.55 | 7,566 | -9.39 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 2,848 | 5.83 | 1,011 | 7.21 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 854,224 | 1.28 | 295,134 | 2.38 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 7,681 | -13.11 | 2,727 | -11.98 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 2,201 | -6.06 | 782 | -4.76 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 18,201 | 6,462 | ||||||
| 2025-07-30 | 13F | Greatmark 投资伙伴公司 | 3,582 | 0.36 | 1,272 | 1.68 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 4,638 | -0.06 | 1,647 | 1.23 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 39,359 | 13,974 | ||||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 4,767 | 1.04 | 1,693 | 2.36 | ||||
| 2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 1,850 | 0.00 | 657 | 1.23 | ||||
| 2025-08-29 | NP | EGFIX - Edgewood 成长基金机构类别股票 | 3,057,672 | -4.41 | 1,085,626 | -3.16 | ||||
| 2025-08-04 | 13F | 沙漠互利管理员 | 3,281 | 0.00 | 1,165 | 1.31 | ||||
| 2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 4,310 | 0.00 | 1,530 | 1.32 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 9,298 | 0.98 | 3,301 | 2.29 | ||||
| 2025-07-31 | 13F | 未来财富有限责任公司 | 671 | 0.00 | 238 | 1.28 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 2,771 | 9.96 | 984 | 11.33 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 1,370 | -9.75 | 487 | -8.65 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 3,644 | -16.71 | 1,277 | -7.60 | ||||
| 2025-07-31 | 13F | 欧佩斯财富管理有限责任公司 | 813 | -12.49 | 289 | -11.38 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 2,419 | 0.21 | 859 | 1.42 | ||||
| 2025-08-01 | 13F | GPM 成长投资者公司 | 31,403 | 0.77 | 11,150 | 2.09 | ||||
| 2025-07-23 | 13F | 利特曼格雷戈里资产管理有限责任公司 | 47,708 | -18.66 | 16,939 | -17.59 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 114 | 40 | ||||||
| 2025-08-08 | 13F | 等投资顾问公司 | 685,034 | 2.91 | 243,221 | 4.26 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -7 | -2 | |||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 14,344 | 0.16 | 5,093 | 1.47 | ||||
| 2025-07-10 | 13F | Threadgill 金融有限公司 | 55,311 | 0.32 | 19,638 | 1.64 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 15,009 | -26.34 | 5,329 | -25.38 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 709 | 4.26 | 252 | 5.46 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 1,024 | 0 | ||||||
| 2025-07-17 | 13F | 格里森集团公司 | 352 | 0.28 | 125 | 0.81 | ||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 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 | 55,283 | -13.87 | 19,100 | -12.93 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 1,116 | 0.00 | 396 | 1.28 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 168,632 | 23.16 | 59,873 | 24.77 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 33,320 | 1.77 | 11,830 | 3.09 | ||||
| 2025-07-10 | 13F | 丰泽财富管理有限公司 | 1,120 | -0.09 | 398 | 1.53 | ||||
| 2025-08-14 | 13F | Mission Creek 资本合伙公司 | 19,767 | -11.28 | 7,018 | -10.12 | ||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 5,521 | 0.15 | 1,960 | 1.45 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 6,579 | 2.13 | 2,336 | 3.46 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 80,649 | 3.36 | 28,635 | 4.72 | ||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 135,895 | -9.34 | 48,250 | -8.15 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 5,184 | -7.77 | 1,761 | -10.56 | ||||
| 2025-08-06 | 13F | 温泉顾问公司 | 9,545 | -2.32 | 3,389 | -1.05 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 360,027 | -1.38 | 127,828 | -0.08 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 11,612 | -0.13 | 4,123 | 1.18 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 46,231 | 4.88 | 16,414 | 6.26 | ||||
| 2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 29,574 | -17.74 | 10,497 | -15.16 | ||||
| 2025-07-24 | 13F | 路易斯堡投资公司 | 9,719 | -11.15 | 2,629 | -9.63 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 67,525 | -1.92 | 23,975 | -0.63 | ||||
| 2025-06-25 | NP | PCLRX - PGIM 收入建设基金 R 级 | 2,540 | 0.00 | 878 | 1.04 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 644,314 | -7.44 | 228,764 | -6.23 | ||||
| 2025-05-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | 伍德斯托克公司 | 37,838 | 0.67 | 13,434 | 1.98 | ||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 704 | -59.79 | 257 | -59.53 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 40,631 | -2.88 | 14 | 0.00 | ||||
| 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 | 4,016 | -38.70 | 1,426 | -37.91 | ||||
| 2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 1,260 | 0.00 | 0 | |||||
| 2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 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 | 267,925 | -0.71 | 95,127 | 0.59 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 32,574 | -0.53 | 11,566 | 0.78 | ||||
| 2025-08-14 | 13F | 公共投资基金 | Call | 196,700 | 69,838 | |||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 348,950 | 1.55 | 121,616 | 3.43 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 3,263 | -56.38 | 1,159 | -55.82 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 1,978 | 4.49 | 702 | 5.88 | ||||
| 2025-07-17 | 13F | 频谱战略资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 66,059 | -7.25 | 23,454 | -6.03 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 162,459 | -1.13 | 56,918 | 9.60 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 376,811 | -0.28 | 134 | 0.76 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 506,470 | -2.78 | 179,822 | -1.50 | ||||
| 2025-08-13 | 13F | RFP 金融集团有限责任公司 | 2,364 | -7.15 | 839 | -5.94 | ||||
| 2025-08-27 | NP | WPVLX - 合作伙伴价值基金 - 投资者类别 | 92,500 | 0.00 | 32,842 | 1.31 | ||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 125,029 | 53.53 | 44,387 | 55.53 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,139 | -2.73 | 404 | -1.46 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 15,686 | 22.62 | 5,569 | 24.22 | ||||
| 2025-05-14 | 13F | 三叶合伙人有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 2,648 | -35.08 | 940 | -34.22 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 31,252 | -3.20 | 11,096 | -1.93 | ||||
| 2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 142,286 | -0.54 | 49,160 | 0.54 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 8,275 | -9.20 | 2,859 | -8.19 | ||||
| 2025-08-28 | NP | ELFNX - ELFUN 信托 Elfun 信托 | 289,400 | 0.00 | 102,751 | 1.31 | ||||
| 2025-08-13 | 13F | 盟友金融公司 | 24,000 | 8,521 | ||||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 12,979 | -6.27 | 4,614 | -3.80 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 7,606 | 8.73 | 2,700 | 10.16 | ||||
| 2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 1,777 | -0.22 | 631 | 1.12 | ||||
| 2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 7,641 | -2.04 | 2,713 | -0.77 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - VIRTUS 战略配置系列 A 类 | 4,320 | -3.49 | 1,534 | -2.23 | ||||
| 2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 3,510 | -1.79 | 1,246 | -0.48 | ||||
| 2025-07-07 | 13F | 彼得森财富顾问有限责任公司 | 628 | 223 | ||||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 16,766 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 22,785,614 | -14.44 | 8,090,117 | -13.32 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 182,500 | 97.30 | 64,797 | 99.88 | |||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 213,500 | 295.37 | 75,803 | 300.57 | |||
| 2025-08-13 | 13F | 埃奇伍德管理有限公司 | 5,623,117 | -6.99 | 1,996,488 | -5.77 | ||||
| 2025-07-23 | 13F | 登普兹·南希·E | 6,659 | -10.84 | 2,364 | -9.67 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 256,992 | -16.76 | 91,245 | -15.66 | ||||
| 2025-08-26 | NP | PGLOX - T. Rowe Price 全球消费者基金 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 | 988 | 3.56 | 351 | 4.79 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 1,890 | -37.52 | 671 | -36.70 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 3,227 | 1.19 | 1,146 | 2.51 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 283 | -32.46 | 100 | -31.51 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 4,235 | -5.15 | 1,504 | -3.90 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 430,052 | -1.45 | 148,583 | -0.38 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 12,554 | 2.79 | 4,457 | 4.14 | ||||
| 2025-07-07 | 13F | 纪律财富解决方案有限责任公司 | 1,412 | 0.00 | 501 | 1.42 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 396 | -9.79 | 141 | -8.50 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 5,606 | -7.90 | 1,990 | -6.70 | ||||
| 2025-07-22 | 13F | 合伙人财富管理有限责任公司 | 802 | 0.00 | 278 | -1.42 | ||||
| 2025-08-13 | 13F | 林基投资 | 573 | 203 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-27 | NP | 可变保险产品基金 IV - 金融服务投资组合初始类别 | 9,500 | -61.22 | 3,329 | -57.00 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 5,825,867 | -2.76 | 2,068,472 | -1.49 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 157,220 | 48.50 | 55,821 | 50.45 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 4,039,781 | -7.26 | 1,434,324 | -6.04 | ||||
| 2025-07-23 | 13F | 西特林资本管理有限责任公司 | 21,086 | -12.81 | 7,487 | -11.67 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 2,050 | -5.44 | 728 | -4.22 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 3,683 | -0.03 | 1,308 | 1.24 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 304,742 | -26.72 | 108 | -25.52 | ||||
| 2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 2,058 | -55.66 | 731 | -55.10 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 1,339 | -46.95 | 475 | -46.27 | ||||
| 2025-07-22 | 13F | 创新财富建设有限责任公司 | 685 | 11.56 | 243 | 13.02 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 35,889 | -1.12 | 12,742 | 0.18 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 28,207 | -0.45 | 10,015 | 0.85 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP Growth Class II | 81,839 | -15.51 | 29,057 | -14.41 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 4,098 | -11.85 | 1,455 | -10.74 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 3,618 | 0.00 | 1,285 | 1.34 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 58,082 | 20,622 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 48,758 | -63.82 | 17 | -63.83 | ||||
| 2025-05-19 | NP | 西北互惠系列基金公司 - Research International 核心投资组合 | 36,065 | -11.36 | 12,639 | -1.70 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 26,931 | -31.95 | 10 | -30.77 | ||||
| 2025-08-07 | 13F | FDx 顾问公司 | 2,874 | -7.44 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 泰晤士资本管理有限公司 | 45,489 | 0.00 | 16,151 | 1.30 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 33,545 | -26.57 | 11,910 | -25.61 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 12,033 | 18.72 | 4,272 | 20.27 | ||||
| 2025-06-17 | NP | GSRAX - 高盛股息上涨增长基金 A 类 | 16,458 | -4.11 | 5,686 | -3.07 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 181,658 | -5.85 | 64,498 | -4.62 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 175,026 | 60.89 | 60,471 | 62.63 | ||||
| 2025-08-14 | 13F | 南岸银行 | 18,522 | 0.14 | 6,576 | 1.45 | ||||
| 2025-04-14 | 13F | 格林斯普林顾问有限责任公司 | 1,049 | -10.03 | 368 | -0.27 | ||||
| 2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 4,294 | -16.98 | 1,525 | -15.89 | ||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 8,791,546 | -3.51 | 3,037,479 | -2.46 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 2,447,558 | -4.88 | 869,006 | -3.64 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 18,586,956 | -2.11 | 6,599,299 | -0.82 | ||||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. 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 | 1,983,139 | 0.00 | 704,114 | 1.31 | ||||
| 2025-07-28 | NP | ANEW - ProShares MSCI 转型变革 ETF | 255 | 0.79 | 93 | 2.20 | ||||
| 2025-08-13 | 13F | 鳄鱼资本管理有限责任公司 | 2,391 | 0.00 | 849 | 1.31 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 757 | -12.69 | 269 | -11.84 | ||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 1,758 | -4.25 | 624 | -2.95 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 27,944 | 2.61 | 10 | 0.00 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 12,253 | 1.05 | 4,350 | 2.38 | ||||
| 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 | 841,575 | -7.51 | 290,764 | -6.51 | ||||
| 2025-05-01 | 13F | 格兰特/格罗斯门德尔松有限责任公司 | 2,384 | 0.89 | 805 | 7.77 | ||||
| 2025-07-29 | 13F | 维奥利奇资本管理公司 | 134,380 | -9.22 | 47,712 | 93,450.98 | ||||
| 2025-08-26 | NP | MPGFX - Mais & Power 增长基金 | 444,000 | -3.27 | 157,642 | -2.00 | ||||
| 2025-08-14 | 13F | 曼彻斯特环球管理（英国）有限公司 | 98,772 | 0.00 | 35,069 | 1.31 | ||||
| 2025-05-13 | 13F | 阿尔文资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 6,671 | 4.50 | 2,369 | 5.86 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,446 | 513 | ||||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 32,352 | -47.65 | 11,487 | -46.97 | ||||
| 2025-08-14 | 13F | 皇家资本财富管理有限公司 | 17,328 | 0.05 | 6,152 | 1.37 | ||||
| 2025-08-19 | 13F | Liontrust Investment Partners LLP | 665,745 | -9.28 | 236,373 | -8.09 | ||||
| 2025-07-07 | 13F | 赛勒恩投资管理有限公司 | 19,761 | -18.81 | 7,016 | -17.75 | ||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 8,057 | 2.81 | 2,861 | 4.15 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 52,600 | 195.51 | 18,676 | 199.37 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 70,300 | 92.60 | 24,960 | 95.14 | |||
| 2025-05-29 | NP | JAFGX - 资本增值信托资产净值 | 38,927 | -2.39 | 13,642 | 8.24 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 8,417 | -4.74 | 2,988 | -3.49 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 8,080,260 | 4.16 | 2,791,730 | 5.29 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 8,101 | -1.39 | 2,876 | -0.10 | ||||
| 2025-06-24 | NP | SWANX - 嘉信核心股票基金 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 | 114,272 | -15.15 | 39,481 | -14.23 | ||||
| 2025-07-23 | 13F | 资本管理联营公司 | 1,242 | -48.64 | 441 | -48.05 | ||||
| 2025-04-30 | 13F | 梅多布鲁克投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 2,476,011 | 8.38 | 904,214 | 9.13 | ||||
| 2025-06-25 | NP | PGIRX - Polen 全球增长基金投资者类别 | 50,137 | -14.48 | 17,322 | -13.55 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 236 | 18.59 | 84 | 20.29 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 21,523 | -11.92 | 7,642 | -10.78 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 88 | 4.76 | 31 | 6.90 | ||||
| 2025-07-28 | 13F | SFG 财富管理有限责任公司。 | 986 | -8.70 | 350 | -7.41 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 8,694 | -27.16 | 3,087 | -26.23 | ||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 5,911,111 | 0.88 | 2,098,740 | 2.20 | ||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | Put | 32,900 | 11,681 | |||||
| 2025-08-14 | 13F | 目的地财富管理 | 175,631 | -2.02 | 62,358 | -0.74 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 59,157 | -28.98 | 21,004 | -28.05 | ||||
| 2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 904 | -5.54 | 321 | -4.48 | ||||
| 2025-08-14 | 13F | OV管理有限责任公司 | 6,167 | -61.46 | 2,190 | -60.96 | ||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 2,503 | 3.17 | 889 | 10.59 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 5,639 | -6.14 | 2,002 | -4.89 | ||||
| 2025-06-26 | NP | FSOSX - 富达系列海外基金 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 | 548,800 | -2.12 | 189,610 | -1.06 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 4,466 | 1,586 | ||||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 27,159 | 5.43 | 9,643 | 6.81 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 121,574 | -0.22 | 43 | 2.38 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 47,217 | 95.77 | 16,764 | 98.34 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 77,021 | 0.83 | 27,346 | 2.15 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 64,115 | 7.31 | 22,764 | 8.72 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 7,385 | 1.74 | 2,622 | 3.11 | ||||
| 2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 49 | 0.00 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | 咨询财富管理公司 | 110 | 0.00 | 39 | 2.63 | ||||
| 2025-05-15 | 13F/A | 克利尔街有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 1,065,761 | 6.60 | 368,220 | 7.75 | ||||
| 2025-08-13 | 13F | 期权解决方案有限公司 | 1,948 | -5.89 | 692 | -4.69 | ||||
| 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 | 10,366 | 1.68 | 3,786 | 2.38 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 33,970 | -4.92 | 12,406 | -4.28 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 93 | 12.05 | 33 | 13.79 | ||||
| 2025-06-23 | NP | EADIX - 伊顿万斯税务管理全球股息收入基金 A 类 | 18,096 | -21.89 | 6,252 | -21.04 | ||||
| 2025-03-27 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 4,420 | -18.03 | 1,511 | 5.45 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 1,297,120 | -0.17 | 460,543 | 1.14 | ||||
| 2025-06-26 | NP | FEQIX - 富达股票收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 192,261 | 0.00 | 66,426 | 1.08 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 6,615 | 0.53 | 2,349 | 1.87 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 3,913 | 5.99 | 1,389 | 7.34 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,206,599 | 3.74 | 2,913,753 | 5.10 | ||||
| 2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 2,151,030 | -3.10 | 763,723 | -1.83 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 14,512 | 5.29 | 4,887 | -0.37 | ||||
| 2025-08-11 | 13F | 塞拉资本有限责任公司 | 2,400 | -13.98 | 1 | |||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 40,716 | -1.78 | 14,456 | -0.49 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 220,615 | 10.13 | 78,329 | 11.58 | ||||
| 2025-07-28 | 13F | 德拉普财富咨询有限公司 | 780 | 1.43 | 277 | 2.60 | ||||
| 2025-07-25 | 13F | 曼尼通投资管理有限公司 | 4,094 | 0.00 | 1,454 | 1.32 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 966 | -2.03 | 343 | -0.87 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 104,002 | 0.19 | 36,926 | 1.50 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 1,186 | -2.39 | 421 | -1.18 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 350 | 44.63 | 124 | 47.62 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 75,317 | 8.73 | 26,741 | 22.16 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 10,328 | 111.38 | 3,667 | 114.14 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 3,050 | 1,083 | ||||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 665 | -2.64 | 236 | -1.26 | ||||
| 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 | 317,915 | 2.01 | 112,876 | 3.35 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 153 | -31.08 | 54 | -29.87 | ||||
| 2025-07-30 | 13F | 北角投资组合管理公司/oh | 73,309 | -1.80 | 26,028 | -0.52 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 5,740 | 181.37 | 2,038 | 185.29 | ||||
| 2025-08-13 | 13F | 永星资产管理有限公司 | 931 | 4.96 | 331 | 6.45 | ||||
| 2025-08-13 | 13F | 湾景资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 162,137 | -2.71 | 59,211 | -2.05 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 7,495 | 0.27 | 2,661 | 3.83 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 3,808 | 8.99 | 1,352 | 10.46 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 41,748 | 14,823 | ||||||
| 2025-07-25 | NP | CRPT - First Trust SkyBridge 加密行业和数字经济 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 | 12,993 | 45.94 | 4,745 | 69.13 | ||||
| 2025-08-25 | NP | 伊顿万斯增强股票收益基金 Ii | 96,648 | 42.15 | 34,315 | 44.01 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,139,409 | -2.64 | 404,547 | -1.36 | ||||
| 2025-07-10 | 13F | 帕奇拉投资公司 | 729 | 1.39 | 259 | 4.88 | ||||
| 2025-07-22 | 13F | IFS 顾问有限责任公司 | 528 | 0.00 | 187 | 1.08 | ||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 11,446 | -2.30 | 4,064 | -1.02 | ||||
| 2025-08-06 | 13F | TenCore 合伙人有限合伙人 | 11,404 | -30.90 | 4,049 | -30.00 | ||||
| 2025-08-27 | NP | WBALX - 平衡基金 - 投资者类别 | 17,000 | 0.00 | 6,036 | 1.31 | ||||
| 2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 4,563 | 5.72 | 1,666 | 6.45 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 8,015,190 | -33.15 | 2,846 | -32.28 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 51,300 | -99.42 | 18 | -99.42 | |||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 97,198 | -0.34 | 34,510 | 0.97 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 42,000 | 54.41 | 15 | 55.56 | |||
| 2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 26,961 | 9,315 | ||||||
| 2025-07-09 | 13F | 塔代路德维希联合公司 | 1,518 | 8.66 | 539 | 10.22 | ||||
| 2025-05-15 | 13F/A | 克利尔街有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | RVW 财富有限责任公司 | 4,331 | -6.48 | 1,538 | -5.24 | ||||
| 2025-08-13 | 13F | 湾景资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 1,428,397 | 3.05 | 507,152 | 4.40 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 86,600 | 10.46 | 30,747 | 11.90 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 139,900 | 16.58 | 49,671 | 18.11 | |||
| 2025-08-05 | 13F | 卡森咨询公司 | 683 | -1.16 | 243 | 0.00 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 5,000 | 354.55 | 1,775 | 361.04 | |||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 207,257 | 21.76 | 73,587 | 23.36 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 17,248 | 1.32 | 6,299 | 2.01 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 431,135 | 7.57 | 153 | 9.29 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 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 | 1,730,801 | 2.66 | 632,071 | 3.36 | ||||
| 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 | 98,369 | 0.00 | 33,986 | 1.08 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 14,146 | -1.31 | 5,023 | -0.02 | ||||
| 2025-08-12 | 13F | 韦茨投资管理公司 | 298,075 | -8.06 | 105,832 | -6.85 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 20,111 | -17.91 | 7,140 | -16.84 | ||||
| 2025-08-04 | 13F | 贝尔恩财富咨询服务有限责任公司 | 1,535 | 0.00 | 545 | 1.49 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 32,000 | 0.00 | 11,362 | 1.31 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 978 | 72.49 | 347 | 75.25 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 926,323 | -1.58 | 328,891 | -0.29 | ||||
| 2025-08-06 | 13F | 云资本管理有限责任公司 | 2,983 | 7.77 | 1 | |||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 47,716 | -2.18 | 16,961 | -0.78 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 710 | -8.97 | 252 | -7.69 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 31,280 | -3.34 | 11,106 | -2.08 | ||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 2,397 | 0.59 | 851 | 1.92 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 388,408 | 1.32 | 137,904 | 2.65 | ||||
| 2025-07-31 | 13F | 乔丹公园集团有限责任公司 | 1,110 | 0.00 | 394 | 1.29 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 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 | 26,756 | -68.62 | 9,244 | -68.28 | ||||
| 2025-08-05 | 13F | 山丘投资合伙公司 | 120 | 0.00 | 43 | 0.00 | ||||
| 2025-06-26 | NP | NWCAX - Nuveen Winslow 大盘成长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,600 | 70.40 | 28,884 | 121.60 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 1,344 | -5.15 | 477 | -3.83 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 42,809 | 44.72 | 15,199 | 46.62 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 4,949 | -1.24 | 1,757 | 0.06 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 40 | 2.56 | 14 | 0.00 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 132,942 | -0.10 | 47,201 | 1.21 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 1,846,868 | -1.13 | 655,730 | 0.16 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 601 | -14.63 | 213 | -13.41 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 4,148 | 3.44 | 1,473 | 4.77 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 557 | 17.76 | 192 | 19.25 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 1,925,352 | -0.37 | 683,596 | 0.93 | ||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 9,589 | 300.88 | 3,313 | 421.57 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 18,401 | -22.29 | 6,533 | -21.27 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 550,016 | -14.98 | 195,283 | -13.87 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,473 | -25.72 | 523 | -24.78 | ||||
| 2025-06-27 | NP | TWCGX - 成长基金投资者类别 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 | 645,686 | 12.70 | 223,085 | 13.92 | ||||
| 2025-08-14 | 13F | 投资马克咨询集团有限责任公司 | 1,896 | 0.05 | 673 | 1.36 | ||||
| 2025-07-21 | 13F | 25有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 7,930 | 205.35 | 2,816 | 209.34 | ||||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 1,413 | -27.87 | 502 | -26.97 | ||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 1,396,882 | -24.83 | 510,127 | -24.32 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 1,162 | 42.23 | 413 | 44.06 | ||||
| 2025-05-13 | 13F | 塞卡诺管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | LeClair财富合伙公司 | 4,208 | -5.52 | 1,494 | -4.23 | ||||
| 2025-08-07 | 13F | 摩纳哥资产管理 SAM | Put | 10,000 | 3,550 | |||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 3,304 | -18.62 | 1,173 | -17.51 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 6,381 | 5.45 | 2,266 | 6.84 | ||||
| 2025-06-26 | NP | CNECX - 阿尔及尔集中股票基金 C 类 | 365 | 0.00 | 126 | 1.61 | ||||
| 2025-06-26 | NP | APGAX - AB 大盘成长基金公司 A 类 | 3,659,277 | -9.89 | 1,264,280 | -8.91 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 13,787 | 7.85 | 4,895 | 9.24 | ||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 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 | 46,976 | 355.37 | 17,155 | 358.57 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 583,475 | -0.15 | 207,163 | 1.15 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 85,456 | 0.00 | 30,341 | 1.31 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 31,349 | 9.82 | 11,448 | 10.58 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 148,806 | 1.37 | 52,834 | 2.70 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 3,958 | 34.35 | 1,405 | 36.14 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 17,198 | 4.87 | 6,106 | 6.25 | ||||
| 2025-06-30 | NP | VMNVX - 先锋全球最低波动性基金 Admiral Shares | 2,887 | 0.00 | 997 | 1.12 | ||||
| 2025-08-06 | 13F | 360金融公司 | 3,649 | -2.33 | 1,296 | -1.07 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 4,480 | -0.02 | 1,591 | 1.27 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 5,941 | -46.21 | 2,109 | -45.50 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 1,731 | 0.17 | 615 | 1.49 | ||||
| 2025-07-25 | NP | UCAGX - 基石积极基金 | 1,127 | 0.00 | 412 | 0.74 | ||||
| 2025-08-06 | 13F | Cm 财富顾问有限公司 | 1,671 | -3.24 | 593 | -1.98 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 2,823 | -9.64 | 1,002 | -8.41 | ||||
| 2025-07-22 | 13F | 全球战略投资解决方案有限责任公司 | 2,022 | 0.00 | 718 | 1.41 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 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 | 6,872 | 88.02 | 2,440 | 90.55 | ||||
| 2025-07-17 | 13F | Keystone Global Partners有限责任公司 | 74 | 0.00 | 26 | 4.00 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 436 | 50.87 | 155 | 52.48 | ||||
| 2025-06-23 | NP | FNPIX - 金融超行业深度投资者类别 | 5,036 | -28.77 | 1,740 | -28.02 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 653,664 | -36.05 | 232,083 | -35.21 | ||||
| 2025-07-31 | 13F | 资金存管及寄售 | 194,669 | 0.09 | 68,995 | 1.22 | ||||
| 2025-05-30 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 5,501 | 1,928 | ||||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 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 | 290,800 | 7.43 | 106,197 | 8.16 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 5,467 | -7.57 | 1,855 | -3.39 | ||||
| 2025-08-14 | 13F | 遗产咨询服务有限责任公司 | 1,841 | 0.16 | 653 | 1.40 | ||||
| 2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,800 | -40.74 | 4,674 | -40.34 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 2,288 | -4.55 | 812 | -3.22 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 36,172 | -0.38 | 12,843 | 0.93 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 488,924 | -3.68 | 173,592 | -2.41 | ||||
| 2025-08-14 | 13F | 帕克伍德有限责任公司 | 23,884 | -54.89 | 8 | -55.56 | ||||
| 2025-07-10 | 13F | 安德森霍格兰公司 | 46,862 | -0.85 | 16,638 | 14.20 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 81,290 | -4.51 | 28,862 | -3.26 | ||||
| 2025-08-07 | 13F | 斯科公司 | 20,626 | 28.62 | 7 | 40.00 | ||||
| 2025-07-08 | 13F | 圣骑士财富有限责任公司 | 3,782 | -3.17 | 1,343 | -1.90 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 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 | 131,889 | 446.17 | 45,568 | 602.54 | ||||
| 2025-04-08 | 13F | 斯特内克资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | PSQGX - 港口街质量增长基金机构类别股票 | 7,733 | -47.77 | 2,746 | -47.10 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 30,385 | -2.73 | 10,788 | -1.45 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 3,672 | 107.22 | 1,269 | 109.59 | ||||
| 2025-07-28 | 13F | 智能投资组合有限责任公司 | 3,879 | -0.51 | 1,377 | 0.81 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 21,842 | 4.43 | 7,755 | 5.80 | ||||
| 2025-08-29 | NP | JAFNX - 金融行业信托资产净值 | 10,269 | -35.52 | 3,646 | -34.67 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 11,943 | 3.89 | 4,240 | 5.26 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 16,174 | -1.49 | 5,743 | -0.21 | ||||
| 2025-08-06 | 13F | 塞蒂安资本有限公司 | 26,700 | 0.00 | 9,480 | 1.30 | ||||
| 2025-08-22 | NP | BRTNX-布雷顿基金 | 17,800 | 0.00 | 6,320 | 1.30 | ||||
| 2025-07-10 | 13F | 契卡索资本管理有限公司 | 27,839 | -1.47 | 10 | 0.00 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 49,025 | -48.31 | 17,432 | -47.55 | ||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 9,871 | 1.65 | 3,505 | 2.97 | ||||
| 2025-08-05 | 13F | 莱克豪斯资本有限公司 | 13,118 | -63.85 | 5 | -66.67 | ||||
| 2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 784 | 5.23 | 278 | 6.51 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 14,024 | -1.90 | 4,979 | -0.60 | ||||
| 2025-08-07 | 13F | Pcg资产管理有限责任公司 | 4,059 | -2.99 | 1,441 | -1.71 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 9,333 | 14.42 | 3,314 | 15.92 | ||||
| 2025-07-17 | 13F | XY 规划网络有限公司 | 1,395 | 70.12 | 495 | 72.47 | ||||
| 2025-07-11 | 13F | 利润投资管理有限责任公司 | 3,550 | -15.48 | 1,260 | -14.34 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 3,360 | 7.87 | 1,193 | 9.26 | ||||
| 2025-08-15 | NP | BCHP - 本金聚焦蓝筹 ETF 本金聚焦蓝筹 ETF | 17,782 | 10.88 | 6,313 | 12.33 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 1,300 | 0.00 | 462 | 1.32 | |||
| 2025-08-25 | NP | 美国基金保险系列-新世界基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,083 | -3.45 | 12,456 | -2.18 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 127,562 | 25.09 | 45,291 | 26.73 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 3,986 | -0.90 | 1,415 | 0.43 | ||||
| 2025-08-08 | 13F | 桑德斯资本有限责任公司 | 3,076,760 | -3.32 | 1,092,404 | -2.05 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 1,514 | -16.95 | 538 | -15.83 | ||||
| 2025-07-10 | 13F | 斯特林金融集团公司 | 1,396 | 0.00 | 496 | 1.23 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 770 | 0.00 | 273 | 1.49 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 11,314 | -6.48 | 4,017 | -5.24 | ||||
| 2025-08-13 | 13F | 内华达投资顾问公司 | 1,725 | 0.00 | 612 | 1.32 | ||||
| 2025-05-29 | NP | SSVSX - 胜利特别价值基金 A 类 | 2,306 | -9.32 | 808 | 0.62 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,157 | -19.88 | 411 | -18.81 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 23,195 | 6.72 | 8,235 | 8.11 | ||||
| 2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 1,921 | -0.10 | 682 | 1.34 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 6,451 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 18,437 | -0.18 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 884,926 | -3.75 | 314,193 | -2.49 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 14,651 | -0.04 | 5,202 | 1.27 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 17,034 | -0.28 | 6 | 20.00 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 234 | 0.00 | 83 | 2.47 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 58,100 | -13.80 | 21 | -13.04 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 28,036 | -10.12 | 9,954 | -8.95 | ||||
| 2025-06-26 | NP | USGLX - 美国全球领袖成长基金A级 | 286,568 | -15.99 | 99,009 | -15.08 | ||||
| 2025-07-11 | 13F | 韦博塞特研究与管理有限公司 | 760 | -1.17 | 270 | 0.00 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 12,010 | 85.57 | 4,149 | 87.57 | ||||
| 2025-08-29 | NP | NEFSX - Natixis 美国股票机会基金 A 类 | 63,985 | -0.55 | 22,718 | 0.75 | ||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 10,471 | 1.21 | 3,718 | 2.54 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 4,020 | -0.59 | 1,427 | 0.71 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 1,747 | -3.59 | 620 | -2.36 | ||||
| 2025-07-25 | 13F | 第1858章 | 3,609 | 7.70 | 1,281 | 9.11 | ||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 1,306 | 47.24 | 464 | 49.35 | ||||
| 2025-08-13 | 13F/A | 布雷迪科公司 | 5,990 | 0.00 | 2,127 | 1.29 | ||||
| 2025-07-18 | 13F | 独立投资者公司 | 1,380 | 0.00 | 490 | 1.24 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 17,605 | -2.22 | 6,251 | -0.95 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 3,919 | 0.80 | 1,391 | 2.13 | ||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 820 | -5.75 | 291 | -4.28 | ||||
| 2025-06-18 | NP | NWHOX - 国家贝拉德科技科学基金A类 | 10,395 | 0.00 | 3,591 | 1.07 | ||||
| 2025-08-13 | 13F | 优化财务公司 | 1,064 | -0.56 | 378 | 0.80 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 13,686 | 2.03 | 4,859 | 3.36 | ||||
| 2025-07-17 | 13F | 莱克伍德资产管理有限公司 | 714 | 0.14 | 254 | 1.61 | ||||
| 2025-08-07 | 13F | 达美财务顾问有限公司 | 25,812 | -2.19 | 9,164 | -0.91 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 25,348 | 3.63 | 9,000 | 4.98 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 1,548 | -44.10 | 549 | -43.40 | ||||
| 2025-07-17 | 13F | 杨氏咨询集团有限公司 | 1,194 | -16.09 | 425 | -14.83 | ||||
| 2025-07-25 | 13F | AdviceOne 咨询服务有限公司 | 941 | -11.73 | 334 | -10.46 | ||||
| 2025-08-26 | NP | TLGWX - 成长与收入基金 | 12,692 | 40.65 | 4,506 | 42.50 | ||||
| 2025-07-31 | 13F | 科斯纳金融集团有限责任公司 | 640 | 0.00 | 227 | 1.34 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 40,625 | 44.44 | 14,036 | 46.00 | ||||
| 2025-07-22 | NP | GITIX - 高盛科技机会基金机构 | 70,862 | 0.00 | 25,878 | 0.68 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 3,575 | -13.77 | 1,269 | -12.66 | ||||
| 2025-07-31 | 13F | 德雷珀资产管理有限责任公司 | 1,016 | -7.04 | 354 | -7.33 | ||||
| 2025-08-05 | 13F | Trail Ridge 投资顾问有限责任公司 | 1,677 | -4.99 | 579 | -6.31 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 10,147 | 0.72 | 3,603 | 2.04 | ||||
| 2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 915 | 101.99 | 316 | 163.33 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 11,578 | -3.08 | 4,111 | -1.82 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 12,694 | 1,233.40 | 4,033 | 1,188.18 | ||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 7,300 | 0.63 | 2,592 | 1.93 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 13,058 | 5 | ||||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 6,603 | 5.08 | 2,344 | 6.45 | ||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 1,520 | 0.00 | 540 | 1.32 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 5,037 | 6.04 | 1,788 | 7.45 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 8,208,697 | -10.31 | 2,914,498 | -9.14 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 516,743 | -5.81 | 182,595 | -4.95 | ||||
| 2025-07-22 | 13F | 库里南联合公司 | 66,595 | -2.74 | 23,645 | -1.47 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 733,115 | 1.51 | 253,291 | 2.61 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 17,369 | -1.74 | 6,167 | -0.47 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 8,695 | -4.21 | 3,087 | -2.92 | ||||
| 2025-07-25 | 13F | Presilium 私人财富有限公司 | 1,503 | 0.00 | 534 | 1.33 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 81,461 | -1.14 | 28,923 | 0.15 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 673,791 | 1.67 | 239,353 | 4.52 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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 | 333 | 640.00 | 115 | 666.67 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 7,034 | 0.00 | 2,497 | 1.30 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 4,221 | 95.78 | 1,499 | 98.41 | ||||
| 2025-08-12 | 13F | 塔博克斯家族办公室有限公司 | 752 | 0.00 | 267 | 1.14 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 4,296 | 83.83 | 2 | |||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 4,373 | -3.51 | 1,554 | 5.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 151,762 | -0.07 | 53,883 | 1.24 | ||||
| 2025-07-16 | 13F | 工具财富有限公司 | 817 | 1.36 | 284 | 4.81 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 315,585 | 24.93 | 112,049 | 26.56 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 291,223 | 1.09 | 103,399 | 2.41 | ||||
| 2025-04-22 | 13F | Jmac企业有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 3,054 | 0.00 | 1,084 | 1.31 | ||||
| 2025-07-23 | 13F | 湖滨资本集团有限公司 | 3,386 | -2.39 | 1,202 | -1.07 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 4,165 | 1.29 | 1,479 | 2.57 | ||||
| 2025-08-05 | 13F | 塞拉投资有限公司 | 3,441 | 0.00 | 1,222 | 1.33 | ||||
| 2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,500 | -82.80 | 2,591 | -82.61 | ||||
| 2025-08-29 | NP | GRW-TCW 复合股 ETF | 14,006 | -24.97 | 4,839 | -24.98 | ||||
| 2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 1,784 | 13.78 | 633 | 15.30 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 35,004 | 6.90 | 12 | 9.09 | ||||
| 2025-08-08 | 13F | 财务生活规划师 | 1,427 | 395.49 | 507 | 400.99 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 2,143 | 88.98 | 761 | 91.44 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 11,196 | 3.99 | 3,975 | 5.35 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 6,221 | -1.39 | 2,209 | -0.14 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 156 | 0 | ||||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 24,856 | -3.74 | 8,825 | -2.48 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 10,072 | 4 | ||||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 15,797 | -47.66 | 5,609 | -46.98 | ||||
| 2025-08-13 | 13F | 贝尔资产管理有限公司 | 19,951 | -30.48 | 7,084 | -29.58 | ||||
| 2025-08-27 | NP | LITMAN GREGORY FUNDS TRUST - Polen Capital 全球增长 ETF | 24,119 | -3.37 | 8,563 | -2.10 | ||||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 1,110 | -2.46 | 394 | -1.01 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 5,078 | 18.23 | 1,803 | 19.81 | ||||
| 2025-08-27 | NP | CFSIX - Touchstone Sands Capital Select Growth Fund Y 类 | 196,792 | 26.80 | 69,871 | 28.46 | ||||
| 2025-08-11 | 13F | 马拉松资产管理有限公司 | 182,670 | -1.22 | 64,854 | 0.07 | ||||
| 2025-08-14 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 79,000 | 47.23 | 28,049 | 49.16 | ||||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 2,054 | 0.00 | 729 | 1.39 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 1,000 | 25.00 | 355 | 26.79 | |||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 1,000 | 25.00 | 355 | 26.79 | |||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 103,233 | -0.66 | 36,653 | 0.64 | ||||
| 2025-07-31 | 13F | 卡雷拉资本顾问公司 | 1,556 | -9.85 | 553 | -8.61 | ||||
| 2025-08-14 | 13F | 舞台港金融有限公司 | 1,090 | -31.58 | 387 | -30.65 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 5,247 | -0.83 | 1,839 | 9.93 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A3 系列 | 645 | -6.25 | 229 | -4.98 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 55,664 | -2.26 | 19,764 | -0.98 | ||||
| 2025-08-07 | 13F/A | 利斯惠勒投资顾问有限公司 | 82,813 | -18.32 | 29,403 | -17.25 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 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 | 123,534 | 0.00 | 42,681 | 1.08 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 321,400 | 41.90 | 114,113 | 43.76 | |||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 438,600 | 121.29 | 155,725 | 124.19 | |||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 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 | 1,781 | 17.71 | 615 | 18.96 | ||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 3,675 | -0.41 | 1,305 | 0.85 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 25,064 | 1.67 | 8,899 | 3.01 | ||||
| 2025-08-08 | 13F | 财富联盟 | 12,126 | 1.55 | 4,305 | 2.87 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 73,381 | 3.31 | 25,353 | 4.43 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 46 | 155.56 | 16 | 166.67 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 215,277 | 3.82 | 76,434 | 5.18 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 7,587 | 48.21 | 2,694 | 50.11 | ||||
| 2025-08-08 | 13F | 全国农业合作社互保联合会 | 110,300 | 0.00 | 39,162 | 1.31 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 118,900 | 194.31 | 42,215 | 198.17 | |||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 10,258 | 3,544 | ||||||
| 2025-08-08 | 13F | 卡尔·谢尔有限公司 | 5,712 | -1.81 | 2,028 | -0.49 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 2 | -33.33 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 121,100 | 24.72 | 42,997 | 26.35 | |||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 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 | 23,830 | 20.63 | 8,461 | 22.22 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 788 | -0.13 | 0 | |||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 1,933 | -16.75 | 687 | -10.66 | ||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 5,305 | 1.12 | 1,884 | 2.45 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 2,033 | -0.97 | 722 | 0.28 | ||||
| 2025-08-07 | 13F | CVFG有限责任公司 | 1,829 | 2.46 | 649 | 3.84 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,225 | -12.35 | 4,224 | -11.41 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 253,069 | 4.45 | 89,852 | 5.82 | ||||
| 2025-06-26 | NP | ALTFX - AB 可持续全球主题基金, INC. A 类 | 92,548 | -36.56 | 31,975 | -35.87 | ||||
| 2025-08-12 | 13F | 光通信株式会社 | 101,555 | 0.98 | 36,057 | 2.31 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 3,393 | -5.33 | 1,205 | -4.14 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 1,424 | -0.07 | 1 | |||||
| 2025-07-17 | 13F | 蒙蒂斯金融有限责任公司 | 1,422 | -2.47 | 505 | -1.18 | ||||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 3,724 | -2.82 | 1,322 | -1.49 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 764,242 | 5.26 | 270,431 | 6.70 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 196 | -8.41 | 72 | -7.79 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 16,182 | 5.90 | 5,745 | 7.30 | ||||
| 2025-07-24 | NP | FSVLX - 消费金融投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,610 | -14.97 | 13,735 | -14.39 | ||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 2,178 | -2.77 | 773 | -1.40 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 81,166 | 28,818 | ||||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 10,180 | 1.37 | 3,614 | 2.70 | ||||
| 2025-07-29 | NP | YCGEX - YCG增强基金R级股票 | 31,725 | 0.00 | 11,586 | 0.69 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 7,125 | 0.31 | 2,530 | 1.61 | ||||
| 2025-06-26 | NP | FLRG - 富达美国多因素 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 | 11,611 | -1.98 | 4,012 | -0.91 | ||||
| 2025-07-23 | 13F | Integris 财富管理有限责任公司 | 1,026 | -2.19 | 364 | -0.82 | ||||
| 2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 美国财富集团有限责任公司 | 7,454 | 1.43 | 2,647 | 2.76 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 1,276 | 0.00 | 453 | 1.34 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 25,106 | -4.42 | 8,914 | -3.17 | ||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 25,219 | 0.80 | 9 | 0.00 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 6,413 | 0.47 | 2,276 | 1.79 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 26,278 | 2.13 | 9,078 | 2.13 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 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 | 5,040 | -52.54 | 1,789 | -51.92 | ||||
| 2025-07-28 | NP | VLEQX - Villere 股票基金投资者类别 | 4,730 | 0.00 | 1,727 | 0.70 | ||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 1,972 | -4.09 | 700 | -2.78 | ||||
| 2025-08-01 | 13F | KS联合资本管理公司 | 8,370 | -7.47 | 2,972 | -6.28 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 10,149 | 0.31 | 3,706 | 1.01 | ||||
| 2025-08-14 | 13F | 埃勒维图斯财富管理 | 1,293 | 22.33 | 459 | 24.05 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 5,100 | -1.45 | 1,811 | -0.17 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 5,446 | -0.18 | 1,934 | 7.51 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 67,263 | -0.42 | 23,882 | 0.88 | ||||
| 2025-07-28 | NP | VILLX - Villere 平衡基金投资者类别 | 10,520 | 0.00 | 3,842 | 0.68 | ||||
| 2025-08-27 | NP | MSEFX - Litman Gregory Masters 股票基金机构类 | 22,596 | 76.37 | 8,023 | 78.66 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 983 | 50.31 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic 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 | 7,079 | -6.97 | 2,513 | -5.74 | ||||
| 2025-05-14 | 13F | BTG Pactual SA 银行 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 德意志银行\ | 8,859,653 | -7.44 | 3,145,620 | -6.23 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 341,500 | 41.94 | 121,250 | 43.80 | |||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 810 | 0.00 | 288 | 1.41 | ||||
| 2025-07-21 | 13F | 金融委员会资产管理公司 | 1,332 | 0.00 | 473 | 1.29 | ||||
| 2025-07-23 | 13F | LifeSteps 金融公司 | 1,190 | 7.50 | 423 | 9.04 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 129,400 | -41.92 | 45,943 | -41.16 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 44,494 | -66.55 | 15,798 | -66.12 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 1,465 | -0.07 | 520 | 1.36 | ||||
| 2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 3,363 | -1.26 | 1,194 | 0.08 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 12,583,679 | 2.54 | 4,466,741 | 3.79 | ||||
| 2025-07-15 | 13F | 真正的独立有限责任公司 | 687 | 4.09 | 244 | 5.19 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 全球股票系列初始类别 | 4,356 | -1.04 | 1,547 | 0.26 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,632 | 7.31 | 32,534 | 8.72 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 703 | -0.28 | 250 | 0.81 | ||||
| 2025-04-22 | 13F | Ergawealth 顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 2,902 | -21.65 | 1,030 | -20.65 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 12,676 | 0.92 | 4,501 | 2.23 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 320 | 0.00 | 114 | 0.89 | ||||
| 2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 12,288 | 0.00 | 4,487 | 0.70 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 22,217 | 1.51 | 7,888 | 2.84 | ||||
| 2025-07-16 | 13F | Encompass 财富顾问有限公司 | 1,116 | 0.54 | 396 | 1.80 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 1,209 | 0.08 | 429 | 1.42 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 9 | 3 | ||||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 8,699 | 17.44 | 3,089 | 19.00 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 13,583 | 4.28 | 4,823 | 5.63 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 5,585 | -42.31 | 1,983 | -41.45 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 938 | -0.11 | 333 | 1.22 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 16,129,392 | 5.99 | 5,726,741 | 7.37 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 253,700 | 143.71 | 90,076 | 146.91 | |||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 3,349 | 1.52 | 1,189 | 2.77 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 4,140 | 579.80 | 1,512 | 586.82 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 1,412 | 501 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 106,598 | 2.45 | 37,848 | 3.79 | ||||
| 2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 10,013 | -5.88 | 3,555 | -4.64 | ||||
| 2025-07-25 | 13F | 超越资本集团有限责任公司 | 1,013 | 2.95 | 360 | 4.36 | ||||
| 2025-07-23 | 13F | HMV 财富顾问有限公司 | 3,673 | -14.34 | 1,304 | -13.18 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 216,100 | 137.73 | 76,726 | 140.85 | |||
| 2025-08-14 | 13F | 工程师 门经理 LP | 130,279 | 54.81 | 46,256 | 56.84 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 35,559 | -2.98 | 12,625 | -1.71 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 43,333 | -2.34 | 15,385 | -1.06 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 209,518 | -1.78 | 74,389 | -0.49 | ||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 3,181 | -1.73 | 1,129 | -0.44 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 251 | 5.46 | 89 | 7.23 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 843 | 1.81 | 299 | 3.10 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 5,200 | -8.13 | 1,846 | -6.91 | ||||
| 2025-08-11 | 13F | Actinver 财富管理公司 | 2,680 | -31.81 | 952 | -30.94 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 2,728 | 36.26 | 969 | 38.09 | ||||
| 2025-08-27 | NP | SEBLX - Touchstone 平衡基金 A 类 | 50,702 | 0.00 | 18,002 | 1.31 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 27,938 | -1.93 | 9,919 | -0.64 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 21,106 | 7,494 | ||||||
| 2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 11,908 | -9.28 | 4,114 | -8.29 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 49,700 | -31.07 | 17,646 | -30.17 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 133,300 | -37.24 | 47,328 | -36.42 | |||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 1,083,985 | 2.37 | 395,860 | 3.07 | ||||
| 2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 41,741 | 6.44 | 14,422 | 7.60 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | Put | 10,000 | -33.33 | 3,550 | -32.46 | |||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 419,629 | 6.47 | 148,989 | 7.87 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 5,901 | 10.24 | 2,095 | 11.67 | ||||
| 2025-06-26 | NP | FAPCX - 富达国际资本增值K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,079 | -7.24 | 24,903 | -6.23 | ||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 1,846 | 0.27 | 656 | 1.71 | ||||
| 2025-07-18 | 13F | 唐纳德·L·哈根有限责任公司 | 1,706 | 1.55 | 606 | 2.89 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 7,319 | 0.00 | 3 | 0.00 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 4,372 | 18.35 | 1,552 | 19.94 | ||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 25,968 | -1.41 | 9,220 | -0.12 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 7,866 | 3.42 | 2,793 | 4.80 | ||||
| 2025-07-11 | 13F | 斯宾塞资产管理公司 | 115,623 | -0.42 | 41 | 2.50 | ||||
| 2025-06-05 | NP | GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票 | 80,733 | 0.00 | 27,893 | 1.08 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 183,370 | -21.32 | 65,105 | -20.28 | ||||
| 2025-08-27 | NP | CIAOX - 资本顾问成长基金投资者类别 | 7,680 | -17.42 | 2,727 | -16.35 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 20,930 | 0.00 | 7,431 | 1.31 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -13 | -5 | |||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 5,540 | 0.73 | 1,967 | 2.02 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 27,403 | 1.20 | 9,729 | 2.52 | ||||
| 2025-04-01 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 130 | 42.86 | 44 | 69.23 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 6,910 | 0.29 | 2,453 | 1.62 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 16,670 | -2.78 | 5,919 | -1.50 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 340,021 | 5.26 | 120,724 | 6.64 | ||||
| 2025-07-16 | 13F | 钻石资产管理公司 | 28,065 | -2.93 | 9,964 | -1.66 | ||||
| 2025-08-08 | 13F | 托巴姆 | 2,307 | 24.23 | 1 | |||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 336,687 | 3.09 | 119,541 | 4.44 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 30,383 | 3.03 | 10,870 | 10.56 | ||||
| 2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 772,979 | -4.27 | 267,064 | -3.23 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 33,629 | 5.23 | 11,944 | 6.61 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 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 | 425,656 | -2.25 | 155,445 | -1.58 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 80,597 | -1.40 | 27,846 | -0.34 | ||||
| 2025-06-26 | NP | SCMGX - 金沙资本全球成长基金机构类别股票 | 146,824 | -22.78 | 50,728 | -21.94 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 14,720 | 9.14 | 5,226 | 10.58 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 43,842 | 4.67 | 15,147 | 5.80 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 4,670 | -19.84 | 1,637 | -11.14 | ||||
| 2025-08-04 | 13F | 4wealth 顾问公司 | 3,764 | 0.08 | 1,336 | 1.44 | ||||
| 2025-07-29 | NP | JHCPX - 资本增值基金类资产净值 | 56,085 | -41.94 | 20,482 | -41.54 | ||||
| 2025-06-24 | NP | SWDSX - 嘉信股息股票基金 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 | 25,000 | 0.00 | 8,638 | 1.08 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 5,748 | 1.02 | 2,041 | 2.31 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,535 | -33.90 | 1,610 | -33.03 | ||||
| 2025-08-14 | 13F | 谢顿资本有限公司 | 1,496 | 0.00 | 531 | 1.34 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 1,125 | 6.33 | 389 | 7.48 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 4,230 | -6.48 | 1,502 | -5.30 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 3,099 | 1,086 | ||||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,968 | -5.75 | 680 | -4.77 | ||||
| 2025-05-30 | NP | PRSCX - T. Rowe Price 科学技术基金公司 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 | 274,619 | 581.12 | 96,243 | 655.31 | ||||
| 2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 1,827 | 0.00 | 649 | 1.25 | ||||
| 2025-08-11 | 13F | 奥德投资管理有限公司 | 1,785 | -1.60 | 634 | -0.31 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 537,599 | 22.29 | 190,802 | 23.70 | ||||
| 2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 1,777,455 | -2.62 | 614,111 | -1.56 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 707 | -0.56 | 251 | 0.80 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 191,102 | 2.50 | 67,851 | 3.84 | ||||
| 2025-08-14 | 13F | 华莱士资本管理公司 | 3,647 | 0.00 | 1,295 | 1.25 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 18,839 | -4.53 | 6,689 | -3.28 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 532,727 | 0.72 | 189,145 | 2.03 | ||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 201,680 | 71,606 | ||||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 1,069 | 24.59 | 380 | 26.33 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 10,146 | 1.92 | 3,602 | 3.27 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 1,186 | -3.42 | 421 | -2.33 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 48,456 | 1.27 | 17,204 | 2.59 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 1,739 | 263.81 | 1 | |||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 8,367 | 0.00 | 3,056 | 0.69 | ||||
| 2025-08-14 | 13F | 勇敢的战士顾问有限责任公司 | 618 | 0.00 | 219 | 1.39 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 440 | 1.38 | 156 | 13.87 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 151,925 | 7.19 | 52,490 | 8.35 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 9,342 | 113.19 | 3,317 | 116.03 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 64,831 | -1.52 | 23,018 | -0.23 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 240 | -17.53 | 85 | -15.84 | ||||
| 2025-07-11 | 13F | 财富桥投资顾问公司 | 39,302 | 0.33 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 8,121 | 1.41 | 2,883 | 2.74 | ||||
| 2025-08-27 | NP | LCF - Touchstone 美国大盘股 ETF | 3,460 | 0.00 | 1,228 | 1.32 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 24,539 | 6.91 | 8,713 | 8.30 | ||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 250 | 0.00 | 89 | 1.15 | ||||
| 2025-08-14 | 13F | 宝利资本管理（香港）有限公司 | 2,218 | 21.67 | 788 | 23.35 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 64,767 | -1.04 | 22,996 | 0.26 | ||||
| 2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | 2,143 | -90.49 | 761 | -90.38 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 7,774 | 9.35 | 2,760 | 10.80 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 413,713 | 5.48 | 146,884 | 6.86 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 6,116 | -0.60 | 2,218 | 14.45 | ||||
| 2025-07-25 | NP | MIGFX - 马萨诸塞州投资者成长股票基金 A | 1,373,501 | -19.36 | 501,589 | -18.80 | ||||
| 2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 1,085 | -52.05 | 385 | -51.45 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 64,294 | -2.41 | 22,828 | -1.13 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 18,388 | -2.40 | 6,529 | -1.14 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 4,505 | -36.16 | 1,599 | -34.57 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 6,550 | 18.34 | 2,325 | 19.91 | ||||
| 2025-08-07 | 13F | 佩登和里格尔 | 66,700 | 15.60 | 24 | 15.00 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 6,115 | -6.31 | 2,171 | -5.07 | ||||
| 2025-07-15 | 13F | 麦卡锡与考克斯 | 783 | -32.85 | 278 | -31.86 | ||||
| 2025-08-05 | 13F | 平衡风险投资有限责任公司 | 11,770 | 1.56 | 4,179 | 2.88 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,898,338 | -16.57 | 1,018,360 | -14.40 | ||||
| 2025-07-03 | 13F | 贤者资本顾问有限公司 | 2,584 | 3.40 | 917 | 4.80 | ||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 1,587 | 0.00 | 563 | 1.26 | ||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 593 | -11.23 | 211 | -10.26 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 30,713 | 2.24 | 10,905 | 3.57 | ||||
| 2025-06-25 | NP | PYVLX - Payden 股权收益基金（投资者类别） | 48,300 | 0.00 | 16,688 | 1.08 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 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 | 412,796 | -9.55 | 142,621 | -8.57 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 56,135 | 0.53 | 19,931 | 1.85 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 247,157 | 6.23 | 87,753 | 7.62 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 4,650 | -50.72 | 1,698 | -50.38 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 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 | 118,240 | 8.33 | 40,852 | 9.50 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 999,285 | 0.00 | 354,796 | 1.31 | ||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 6,470 | 0.00 | 2,268 | 0.00 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 85,924 | -0.05 | 30,507 | 1.26 | ||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 107,834 | -5.30 | 38,286 | -4.05 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 154,101 | -1.20 | 54,714 | 0.09 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 864 | -1.03 | 298 | -2.30 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 12,429 | 0.00 | 4,413 | 1.31 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 732,353 | -0.77 | 260,022 | 0.53 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 3,166 | 25.24 | 1,124 | 26.89 | ||||
| 2025-08-14 | 13F | 尼亚影响顾问有限公司 | 1,136 | -12.62 | 403 | -11.43 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 6,029 | -38.01 | 2,141 | -37.21 | ||||
| 2025-04-22 | 13F | Breakthru 咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 施耐德唐斯财富管理顾问有限合伙人 | 2,606 | -5.17 | 925 | -3.95 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 11,586 | -7.05 | 4,114 | -5.84 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 3,739 | -1.19 | 1,327 | 0.08 | ||||
| 2025-08-13 | 13F | 布伦特维尤投资管理有限公司 | 15,185 | -1.68 | 5,391 | -0.39 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 4,439 | -0.52 | 1,576 | 0.83 | ||||
| 2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 586 | 0.17 | 208 | 1.46 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 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 | 606,687 | 37.61 | 209,610 | 39.10 | ||||
| 2025-04-15 | 13F | 会员财富有限责任公司 | 1,843 | 1.26 | 646 | 0.94 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 3,392 | 1.22 | 1,207 | 3.88 | ||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 22,560 | -5.63 | 8,010 | -4.39 | ||||
| 2025-08-13 | 13F | 林奇资产管理公司 | 13,300 | 0.00 | 4,722 | 1.31 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 25,918 | 1.23 | 9,202 | 2.56 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 2,148 | -37.90 | 742 | -37.23 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 219,182 | -12.09 | 78 | -11.49 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 9,679 | 0.02 | 3,437 | 1.33 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 392 | 135 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 378,328 | -0.81 | 134,325 | 0.49 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 222,760 | 0.00 | 79,091 | 1.31 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 20,808 | 0.28 | 7,388 | 6.49 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 1,663 | 0.00 | 590 | 1.37 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 5,158 | 3.72 | 1,831 | 5.11 | ||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,505 | -20.34 | 1,211 | -19.49 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 175,794 | 0.00 | 60,737 | 1.08 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 1,016,418 | 0.05 | 360,879 | 1.36 | ||||
| 2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 19,604 | -27.70 | 6,773 | -26.91 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 279,219 | 3.31 | 99,137 | 4.67 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 3,998 | 6.50 | 1,460 | 7.27 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 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 | 2,224 | 5.35 | 790 | 6.77 | ||||
| 2025-07-30 | 13F | 比奇山顾问公司 | 8,645 | -27.95 | 3,069 | -27.00 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 | 5,346 | 950.29 | 1,847 | 1,426.45 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 2,724 | 0.00 | 967 | 1.36 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 53,751 | -0.04 | 19,084 | 1.27 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 17,015 | -1.17 | 6,041 | 0.13 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 141,885 | 0.85 | 50,376 | 2.17 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达国际股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108,900 | -1.63 | 38,665 | -0.34 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 2,901 | 1.79 | 1,030 | 3.94 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a) | 794,815 | -2.09 | 282,199 | -0.81 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 888 | 0.00 | 315 | 1.29 | ||||
| 2025-07-21 | 13F | 单点合作伙伴有限责任公司 | 834 | 2.08 | 0 | |||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 54,592,735 | 1.05 | 19,383,151 | 2.37 | ||||
| 2025-08-13 | 13F | 河景资本顾问有限公司 | 10,494 | -0.81 | 3,726 | 0.49 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 611 | 0.00 | 214 | 10.88 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 1,112,483 | 1.52 | 394,988 | 2.85 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 4,133 | -2.71 | 1,467 | -1.41 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 1,434 | 32.78 | 503 | 47.21 | ||||
| 2025-08-28 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 全球基金系列 II | 165,776 | -10.98 | 58,859 | -9.81 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 3,798 | 2.40 | 1,345 | 17.67 | ||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 1,131 | 54.72 | 391 | 56.63 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 14,268 | -3.50 | 5,066 | -2.24 | ||||
| 2025-08-26 | NP | WTMVX - Segall Bryant & Hamill 全球大型基金 - 零售类 | 2,814 | -7.89 | 999 | -6.64 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 270 | -80.15 | 96 | -77.86 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 781 | 0.00 | 277 | 1.47 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 157,683 | 69.75 | 54,062 | 111.51 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 满达人寿保险有限公司 | 18,332 | 0.00 | 6,509 | 1.31 | ||||
| 2025-07-17 | 13F | C2C财富管理有限责任公司 | 1,200 | 0.00 | 426 | 1.43 | ||||
| 2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 897 | -2.61 | 0 | |||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 20,899 | -1.32 | 7,420 | -0.03 | ||||
| 2025-08-07 | 13F | 威斯康星资本管理有限公司 | 28,061 | 0.34 | 9,963 | 1.65 | ||||
| 2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 35,304 | -3.04 | 12,535 | -1.77 | ||||
| 2025-08-01 | 13F | 克莱德资本合伙公司 | 326,400 | 16.59 | 115,888 | 18.12 | ||||
| 2025-06-24 | NP | KLCAX - 联邦考夫曼大盘基金 A 类股票 | 93,138 | 0.00 | 32,179 | 1.08 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 37,185 | -0.81 | 13,203 | 0.49 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,260 | 6.60 | 448 | 7.97 | ||||
| 2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 1,037 | -6.24 | 368 | -4.91 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 2,209 | -5.68 | 784 | 5.95 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 45,408 | 13.63 | 15,688 | 14.86 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 305 | -7.01 | 108 | -5.26 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 25,112 | 0.76 | 8,916 | 2.08 | ||||
| 2025-06-05 | NP | GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票 | 16,988 | 6.57 | 5,869 | 27.03 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 137,989 | -15.75 | 48,360 | -6.57 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 15,673 | 2.86 | 5,564 | 4.19 | ||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 63,714 | 155.19 | 22,622 | 155.20 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Put | 11,200 | -30.00 | 4 | -40.00 | |||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 7,235 | 2.49 | 2,569 | 3.84 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Call | 16,900 | 111.25 | 6 | 200.00 | |||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 6,820 | -0.99 | 2,421 | 0.33 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 521,568 | 26.33 | 190,471 | 27.19 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,612,431 | -19.84 | 570,707 | -18.93 | ||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 98,832 | 0.31 | 36,092 | 0.99 | ||||
| 2025-08-13 | 13F | 重大财富管理有限公司 | 1,198 | 2.31 | 425 | 3.66 | ||||
| 2025-06-05 | NP | RESGX - 负责任的 ESG 美国股票投资组合 | 1,030 | 141.22 | 356 | 144.83 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 7,110 | -1.96 | 2,524 | -0.67 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 563,482 | 5.08 | 200,948 | 7.01 | ||||
| 2025-07-31 | 13F | 智能理财策略 | 5,963 | 0.00 | 2,117 | 1.34 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 5,394 | 24.09 | 1,915 | 25.74 | ||||
| 2025-07-09 | 13F | 卡恩斯联合有限责任公司 | 3,200 | 0.00 | 1,136 | 1.34 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 349,799 | 2.22 | 124,196 | 3.56 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 2,278 | 11.39 | 1 | |||||
| 2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 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 | 11,324 | -46.43 | 4,135 | -46.06 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 1,946 | 33.38 | 698 | 36.59 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 7,126 | 2,530 | ||||||
| 2025-07-14 | 13F | 财务咨询合作伙伴有限公司 | 11,876 | -5.94 | 4,217 | -4.70 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 80,057 | 1.04 | 28,424 | 2.36 | ||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 820 | 7.33 | 291 | 8.61 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 14,079 | 0.01 | 4,999 | 1.32 | ||||
| 2025-08-15 | 13F | FFT财富管理有限公司 | 3,678 | -9.36 | 1,221 | -14.14 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 118,098 | 1.15 | 41,931 | 2.48 | ||||
| 2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 152,471 | -6.39 | 52,679 | -5.38 | ||||
| 2025-06-05 | NP | GWILX - 女性领导力美国股票投资组合 | 1,165 | 403 | ||||||
| 2025-06-23 | NP | 伊顿万斯税务管理全球多元化股票收益基金 | 111,398 | -17.60 | 38,488 | -16.71 | ||||
| 2025-08-13 | 13F | 萨托夫斯基资产管理公司 | 3,851 | 0.16 | 1,367 | 1.48 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 6,572 | -1.08 | 2,333 | 0.21 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 787,473 | -8.79 | 279,592 | -7.60 | ||||
| 2025-08-14 | 13F | 布罗伊希尔资产管理公司 | 2,970 | 0.00 | 1,054 | 1.35 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 1,145 | -2.14 | 406 | -0.98 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 2,730 | 969 | ||||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 300 | 0.00 | 105 | 11.70 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 698 | 612.24 | 248 | 626.47 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,400 | -51.72 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,114,236 | 0.46 | 395,609 | 1.77 | ||||
| 2025-08-14 | 13F | 阿尔塔洛克合伙公司 | 535,412 | -37.04 | 190,098 | -36.22 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋基金 VCT 投资组合 II 类 | 10,872 | -15.12 | 3,860 | -14.01 | ||||
| 2025-08-22 | NP | FDSVX - 富达增长发现基金 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 | 417,112 | 0.00 | 148,096 | 1.31 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 30,024 | -5.81 | 10,660 | -4.57 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 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 | 445,602 | -10.88 | 158,211 | -9.71 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 10,576 | 7.33 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 11,245 | -0.93 | 3,984 | 0.15 | ||||
| 2025-06-26 | NP | USAAX - 成长基金股票 | 318,119 | -6.32 | 109,910 | -5.30 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 571,493 | 10,682.89 | 202,909 | 10,826.66 | ||||
| 2025-07-23 | 13F | 比林尼联营公司 | 2,200 | 0.00 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 17,910 | 0.00 | 6,359 | 1.31 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 2,033 | 5.39 | 722 | 34.01 | ||||
| 2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 1,522,600 | -10.52 | 540,112 | -9.40 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 1,110 | 394 | ||||||
| 2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 406 | 0.00 | 144 | 1.41 | ||||
| 2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 4,213 | -1.22 | 1,456 | -0.14 | ||||
| 2025-07-23 | 13F | 独角鲸资本管理公司 | 50,246 | -4.49 | 17,840 | -3.24 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 14,787 | -0.03 | 5,250 | 1.27 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 1,009 | 2.54 | 358 | 4.07 | ||||
| 2025-06-26 | NP | TGCEX - TCW精选股票基金I类 | 82,255 | -2.59 | 28,419 | -1.53 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 1,711 | 10.10 | 607 | 11.58 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 7,598 | 32.88 | 2,775 | 33.82 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 14,376 | 3.28 | 5,104 | 4.63 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级 | 4,619 | 0.00 | 1,596 | 1.08 | ||||
| 2025-06-18 | NP | NWZLX - 全国卢米斯全盘成长基金 A 类 | 21,888 | -3.15 | 7,562 | -2.10 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 6,261 | 7.47 | 2,223 | 8.92 | ||||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 28,173 | -0.48 | 9,979 | 3.87 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 8,184 | 2.57 | 2,906 | 3.90 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 1,646 | 7.86 | 584 | 9.36 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 3,688 | 1.93 | 1,309 | 3.31 | ||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 1,488 | 5.38 | 528 | 6.88 | ||||
| 2025-08-14 | 13F | 改善有限责任公司 | 852 | -5.12 | 0 | |||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 6,923 | 6.26 | 2,528 | 6.98 | ||||
| 2025-03-25 | NP | MFSIX - 麦迪逊可持续股票基金可持续股票基金 I 类 | 388 | -71.32 | 133 | -66.33 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 38,923 | 41.57 | 13,448 | 43.10 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 29,619 | 2.73 | 10,516 | 4.08 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 3,764 | 147.96 | 1,319 | 231.41 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 3,019 | 30.35 | 1,072 | 32.06 | ||||
| 2025-07-15 | 13F | 科拉资本顾问有限公司 | 3,593 | 2.72 | 1,276 | 4.08 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 2,221 | 789 | ||||||
| 2025-07-31 | 13F | 城邦银行 | 2,067 | 0.00 | 734 | 1.24 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 3,612 | -6.79 | 1,282 | -5.60 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 141,968 | 42 | ||||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 65,286 | 6.51 | 23,180 | 7.90 | ||||
| 2025-08-12 | 13F | 索拉诺财富投资顾问有限公司 | 1,305 | 0.00 | 463 | 1.31 | ||||
| 2025-04-22 | 13F | 科丹特公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 364,927 | 7.23 | 127,217 | 9.03 | ||||
| 2025-08-19 | 13F | MRP 资本投资有限责任公司 | 200 | -60.00 | 71 | -59.43 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 294 | 0.00 | 102 | 1.00 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 104,296 | -70.37 | 38,088 | -70.17 | ||||
| 2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 179 | -25.73 | 64 | -25.00 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 16,026 | -0.16 | 5,853 | 0.52 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 117,797 | 0.16 | 41,783 | 1.48 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 13,283 | 3.76 | 4,716 | 5.13 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 957 | 47.46 | 340 | 49.34 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,851 | -0.54 | 657 | 0.77 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,586 | 19.07 | 1 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 7,036,965 | 21.51 | 2,496,485 | 23.26 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 58,500 | 34.79 | 20,555 | 35.14 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 25,500 | 0.00 | 8,937 | 0.00 | |||
| 2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 23,996 | -1.26 | 8,520 | 0.02 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 42,777 | 11.23 | 15,188 | 12.69 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,476,934 | 4.16 | 524,385 | 5.52 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 7,052 | -8.30 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 10,379 | -4.13 | 3,701 | -2.45 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 82,341 | 137.01 | 29,235 | 140.12 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 6,074 | -5.86 | 2,099 | -4.85 | ||||
| 2025-08-28 | NP | ARIGX - 亚里士多德成长股票基金 I 类 | 25,565 | -21.86 | 9,077 | -20.84 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 4,466 | 0.00 | 1,586 | 1.28 | ||||
| 2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 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 | 1,138,464 | -19.80 | 393,339 | -18.93 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,887 | 75.70 | 670 | 77.93 | ||||
| 2025-03-25 | NP | DTMGX - 纽约梅隆银行税务管理增长基金 A 类 | 18,770 | -15.87 | 6,416 | -0.79 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 13,359 | -3.41 | 4,743 | -2.15 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 21,087 | -0.74 | 7,487 | 0.55 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 1,127,816 | 15.16 | 389,660 | 16.40 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,646 | 283.48 | 939 | 289.63 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 162,685 | 11.57 | 57,761 | 13.03 | ||||
| 2025-07-30 | 13F | 斯特林投资管理公司 | 12,128 | 10.99 | 4,306 | 12.46 | ||||
| 2025-07-09 | 13F | 市场街财富管理顾问有限公司 | 574 | 204 | ||||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 5,936 | 1.56 | 2,107 | 2.88 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 8,265 | -0.63 | 2,935 | 0.69 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 335,080 | 2.97 | 119 | 3.51 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 27,648 | 7.06 | 9,552 | 8.23 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 卡温顿投资顾问公司 | 56,728 | 0.15 | 20 | 5.26 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 3,432 | 128.95 | 1,219 | 132.00 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 2,463,570 | -3.46 | 875 | -2.24 | ||||
| 2025-08-13 | 13F | 查尔斯林资本有限公司 | 75,000 | 1,400.00 | 26,629 | 1,419.86 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 1,658 | 4.08 | 589 | 5.38 | ||||
| 2025-04-15 | 13F | 杏财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 38,312 | 2.26 | 13,603 | 3.60 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 14,000 | 45.92 | 4,837 | 47.51 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 75,401 | -0.48 | 27 | 0.00 | ||||
| 2025-08-13 | 13F | 进化树资本管理有限公司 | 5,343 | -11.72 | 1,897 | -10.52 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 3,994 | -5.09 | 1,418 | -3.80 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 65,311 | -12.01 | 23,189 | -10.86 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 2,287 | 812 | ||||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 181,175 | -0.61 | 64,326 | 0.69 | ||||
| 2025-08-08 | 13F | 王财富 | 74,303 | -0.01 | 26 | 0.00 | ||||
| 2025-08-28 | NP | AIGOX - Alger 增长和收入投资组合 I-2 级 | 2,216 | 0.00 | 787 | 1.29 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 3,872 | -3.39 | 1,338 | -2.34 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 3,998 | 238.24 | 1,419 | 242.75 | ||||
| 2025-08-13 | 13F | 泰拉莫顾问有限责任公司 | 591 | 0.00 | 210 | 0.97 | ||||
| 2025-07-23 | NP | THPGX - 汤普森大型股基金 | 10,935 | -17.66 | 3,993 | -17.09 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 23,284 | 0.24 | 8,267 | 1.55 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 10,375 | -18.42 | 3,585 | -17.55 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 3,213 | 97.48 | 1,141 | 100.00 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 247 | 0.00 | 88 | 1.16 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 140,672 | 21.17 | 49,946 | 28.15 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 81,982 | -19.27 | 29,108 | -18.22 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 11,910 | -6.97 | 4,228 | -5.75 | ||||
| 2025-08-12 | 13F | 马丁可利有限公司 | 153,411 | 12.73 | 54,469 | 14.21 | ||||
| 2025-07-23 | 13F | 马蒂斯资本 | 3,638 | 0.00 | 1,292 | 1.33 | ||||
| 2025-06-27 | NP | TIHGX - 投资公司成长基金 | 10,000 | 0.00 | 3,455 | 1.08 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 46,353 | 24.38 | 16,015 | 25.73 | ||||
| 2025-07-08 | 13F | 麦迪逊公园资本顾问有限公司 | 765 | 272 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 1,510 | -0.20 | 536 | 1.13 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,009 | -2.14 | 12,055 | -1.47 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 20,212 | 3.44 | 7,176 | 4.79 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 5,387 | 0.00 | 1,967 | 0.72 | ||||
| 2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,848 | 4.97 | 13,083 | 6.34 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 16,700 | 5,929 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 16,300 | 5,787 | |||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 900 | 0.00 | 320 | 1.27 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 14,428 | 5,123 | ||||||
| 2025-06-26 | NP | SJGIX - Steward 大盘成长基金机构类别 | 17,000 | 6.25 | 5,874 | 7.41 | ||||
| 2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 7,983 | -5.16 | 2,915 | -4.49 | ||||
| 2025-08-26 | NP | WSEFX - 华登股票基金 | 28,275 | -6.68 | 10,039 | -5.45 | ||||
| 2025-07-30 | NP | SCORX - Sextant 核心基金 | 900 | 0.00 | 329 | 0.61 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 36,645 | -4.92 | 13,011 | -3.67 | ||||
| 2025-07-07 | 13F | 普通合伙人有限公司 | 4,794 | 0.00 | 1,702 | 1.31 | ||||
| 2025-07-30 | 13F | 热情资本管理公司 | 917 | 0.00 | 326 | 1.25 | ||||
| 2025-07-23 | 13F | 元素财富有限责任公司 | 1,689 | -2.99 | 600 | -1.80 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 1,465,015 | -19.19 | 520,154 | -18.13 | ||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 1,806,571 | 1.40 | 641,423 | 2.73 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 289,631 | 0.00 | 100,068 | 1.08 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,862,879 | -1.55 | 661,415 | -0.26 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 2,811 | 65.74 | 1 | |||||
| 2025-05-15 | 13F | 无题投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | PWLBX - PIMCO RAE Worldwide 多头/空头 PLUS 基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 佩诺布斯科特财富管理 | 666 | 236 | ||||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 62,847 | 17.71 | 22,314 | 19.25 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 773 | -3.25 | 274 | -2.14 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 33,814 | 2.23 | 12,006 | 3.57 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 105,524 | 1.72 | 37,466 | 3.06 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 8,404 | 0.57 | 2,984 | 1.88 | ||||
| 2025-07-09 | 13F | 外汇银行 | 1,528 | -4.92 | 543 | -3.73 | ||||
| 2025-06-26 | NP | SJCAX - Steward 大盘核心基金 A 类 | 10,000 | 11.11 | 3,455 | 12.32 | ||||
| 2025-07-16 | 13F | 老虎橡树管理有限公司 | 3,993 | 1.89 | 1,418 | 3.20 | ||||
| 2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 58,891 | 119.59 | 20,909 | 122.48 | ||||
| 2025-08-08 | 13F | Apex 财富管理有限公司 | 908 | 4.01 | 322 | 5.57 | ||||
| 2025-08-01 | 13F | 非常规投资者有限责任公司 | 1,035 | 0.00 | 367 | 1.38 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 196,883 | -2.66 | 69,903 | -1.39 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 3,668 | -2.03 | 1,302 | -0.53 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 125,375 | -0.26 | 44,514 | 1.04 | ||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 44,996 | -0.61 | 15,976 | 0.69 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 14,835 | 23.47 | 5,267 | 25.11 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 111,175 | -0.03 | 38,411 | 1.05 | ||||
| 2025-07-30 | 13F | 泰拉阿尔法投资有限责任公司 | 14,656 | -0.79 | 5,204 | 0.50 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 5,246 | -0.10 | 1,862 | 1.20 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 48,057 | 0.87 | 17,063 | 2.19 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 32,356 | 34.31 | 11,488 | 36.07 | ||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 3,485 | 4.84 | 1,237 | 6.27 | ||||
| 2025-08-14 | 13F | 顺序规划有限责任公司 | 3,121 | -1.61 | 1,108 | -0.27 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 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 | 43,545 | -54.52 | 15,461 | -53.93 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 21,500 | -53.36 | 7,634 | -52.75 | |||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 11,800 | -51.04 | 4,190 | -50.40 | |||
| 2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 24,874 | 0.00 | 8,832 | 1.31 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 646 | 10.62 | 229 | 12.25 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 4,469 | -0.97 | 2 | -99.94 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 33,504 | 71.24 | 11,896 | 73.47 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 43,000 | 15,267 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | 3,980 | -72.27 | 1,413 | -71.90 | ||||
| 2025-08-13 | 13F | 资本财富有限公司 | 753 | 0.00 | 267 | 1.52 | ||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 123,989 | -1.64 | 44,022 | -0.36 | ||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 751 | -0.53 | 267 | 0.76 | ||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 2,415 | 4.32 | 858 | 5.67 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 20,811 | -3.88 | 7,389 | -2.61 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 774,901 | -1.60 | 275,129 | -0.31 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 19,657 | -0.38 | 7 | 0.00 | ||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 3,289 | -0.90 | 1,168 | 0.34 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 3,117 | -1.20 | 1,107 | 0.09 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 969 | 0.83 | 344 | 2.08 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 2,052 | 6.32 | 729 | 7.69 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 3,552,784 | -3.65 | 1,261,470 | -2.39 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 15,042 | -0.53 | 5,341 | 0.77 | ||||
| 2025-08-14 | 13F | 帝国人寿投资公司 | 111,064 | -4.69 | 39,433 | -3.45 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 53,369 | 1.23 | 18,949 | 2.55 | ||||
| 2025-07-22 | 13F | 多尔蒂财富顾问有限责任公司 | 1,928 | 0.00 | 685 | 1.33 | ||||
| 2025-06-25 | NP | EFCAX - Emerald Insights 基金 A 类 | 703 | -14.79 | 243 | -13.88 | ||||
| 2025-05-14 | 13F | 遗产财富合作伙伴有限责任公司 | 791 | -17.86 | 277 | -8.88 | ||||
| 2025-06-26 | NP | FGEAX - 富达顾问全球资本增值基金A级 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,400 | 0.00 | 4,284 | 1.09 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 49,717 | -0.39 | 17,652 | 0.91 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 54,239 | 5.29 | 19,258 | 6.68 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 9,879 | -15.03 | 3,508 | -13.92 | ||||
| 2025-05-16 | 13F | TAM资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 1,818 | -0.93 | 646 | 0.31 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 3,543 | 1.46 | 1,258 | 2.78 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 6,506,452 | -25.34 | 2,304,715 | -22.13 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 530,257 | 6.05 | 188,268 | 7.44 | ||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 1,012 | -10.28 | 359 | -9.11 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 59,954 | -1.49 | 21,287 | -0.20 | ||||
| 2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 40,739 | 7.54 | 14,277 | 19.25 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 3,154 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 14,732 | -10.54 | 5,231 | -9.37 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 5,932 | 0.00 | 2,106 | 1.35 | ||||
| 2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 35,021 | 3.87 | 12,100 | 4.99 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 42,649 | 3.74 | 15,142 | 5.09 | ||||
| 2025-08-14 | 13F | 阿克雷资本管理有限公司 | 3,175,240 | 0.00 | 1,127,369 | 1.31 | ||||
| 2025-07-02 | 13F | 马洛塔资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 顶峰家庭顾问有限责任公司 | 663 | 0.30 | 229 | -1.30 | ||||
| 2025-08-27 | NP | CZAR - 主题自然垄断 ETF | 25 | 0.00 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | AIMZ 投资顾问有限公司 | 1,204 | 0.00 | 428 | 1.18 | ||||
| 2025-08-12 | 13F | 伊予银行 | 34,176 | 0.00 | 12,134 | 1.31 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 761 | -2.19 | 270 | -0.74 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 25,600 | 1.64 | 9,089 | 2.97 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 126,310 | 0.42 | 44,846 | 1.74 | ||||
| 2025-07-17 | 13F | 申万斯合作伙伴 | 1,034 | 16.44 | 367 | 31.07 | ||||
| 2025-08-11 | 13F | 普洛特金财务顾问有限公司 | 1,223 | 2.09 | 434 | 3.58 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 5,047 | -2.51 | 1,792 | -1.21 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 19,707 | 12.26 | 7 | 0.00 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,294 | -2.71 | 460 | -1.50 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 4,979 | 9.69 | 1,768 | 11.13 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 8,310,123 | -1.90 | 2,950,224 | -0.61 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 15,801 | 1.80 | 5,610 | 3.14 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 15,789 | -6.41 | 5,606 | -5.19 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 8,234 | 0.55 | 2,923 | 1.88 | ||||
| 2025-07-07 | 13F | 第一公民金融公司 | 3,630 | 1.54 | 1,289 | 2.88 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 38,069 | -3.48 | 13,516 | -2.21 | ||||
| 2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 1,690 | 0.54 | 600 | 1.87 | ||||
| 2025-06-26 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,307 | -7.74 | 2,525 | -6.76 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 3,975 | -10.27 | 1,411 | -9.09 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 11,047 | 0.15 | 3,922 | 1.47 | ||||
| 2025-08-12 | 13F | 格雷厄姆资本财富管理有限公司 | 572 | 203 | ||||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 100,336 | -8.25 | 36,642 | -7.62 | ||||
| 2025-07-02 | 13F | SR 席尔建筑事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 工作室投资管理有限公司 | 1,819 | -2.36 | 646 | -1.07 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 888 | 14.88 | 315 | 16.67 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球增长投资组合初始类别 | 5,004 | -2.11 | 1,777 | -0.84 | ||||
| 2025-06-23 | NP | CMNWX - 本金资本增值基金（fka西海岸股票基金）A级 | 384,759 | 6.31 | 132,934 | 7.46 | ||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 11,840 | -0.40 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 14,649 | 6.80 | 5,201 | 8.22 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 25,274 | 3.69 | 8,973 | 5.05 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 11,827 | -2.02 | 4,199 | -0.73 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 45,763 | -2.12 | 16,248 | -0.84 | ||||
| 2025-08-13 | 13F | 库恩公司投资顾问 | 6,096 | 0.00 | 2,164 | 1.31 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,022,406 | 9.16 | 373,372 | 9.91 | ||||
| 2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 657 | 233 | ||||||
| 2025-07-24 | 13F | 伯纳德财富管理公司 | 11,988 | 3.17 | 4,256 | 4.52 | ||||
| 2025-07-15 | 13F | StoneCrest 财富管理公司 | 1,347 | -2.11 | 478 | -0.83 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 34,897 | 3.68 | 12,390 | 5.04 | ||||
| 2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 25,907 | 0.00 | 8,951 | 1.07 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210,979 | 7.17 | 77,047 | 7.90 | ||||
| 2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 4,000 | 33.33 | 1,382 | 34.83 | ||||
| 2025-05-30 | NP | Tidal Trust III - Unity Wealth Partners 动态资本增值及期权 ETF | 64 | 0.00 | 22 | 10.00 | ||||
| 2025-07-23 | 13F | Spectrum 资产管理公司 (NB/CA) | 3,822 | 0.08 | 1,357 | 1.35 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 105,202 | -8.29 | 37,352 | -7.08 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 10,150 | 2.45 | 3,604 | 3.77 | ||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 243,702 | 13.20 | 86,526 | 14.69 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 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 | 1,436 | 11.23 | 521 | 28.08 | ||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 2,937 | -10.29 | 1,043 | -9.15 | ||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 950 | 0.00 | 337 | 1.51 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 5,002 | 3.73 | 1,776 | 5.09 | ||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 2,334 | -7.34 | 829 | -6.12 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 78 | 1.30 | 28 | 3.85 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,352 | 126.09 | 480 | 129.67 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 9,855 | -15.98 | 3 | -25.00 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 13,432 | -7.25 | 4,769 | -6.03 | ||||
| 2025-08-28 | NP | ALVOX - 阿尔杰资本增值投资组合 S 级 | 20,054 | -42.33 | 7,120 | -41.57 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 2,920 | -3.98 | 1,037 | -2.81 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 9,504 | 10.61 | 3,284 | 11.82 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 38,289 | -4.49 | 13,595 | -3.24 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 64,738 | 23.51 | 22,937 | 24.57 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 500 | 0.00 | 3,932 | 1.42 | |||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 500 | 0.00 | 3,794 | 1.47 | |||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 2,050 | 1.28 | 728 | 2.54 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 2,706,304 | 14.91 | 960,873 | 16.41 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,837 | -17.65 | 980 | -16.74 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 6,441,691 | 0.22 | 2,287,122 | 1.53 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 43,881 | -4.14 | 15,580 | -2.89 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 6,380 | 0.24 | 2,265 | 1.57 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 381 | -37.44 | 135 | -36.62 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 4,030 | -0.86 | 1,431 | 0.42 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,480 | -3.88 | 906 | -3.21 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | 74,077 | -7.06 | 26,301 | -5.84 | ||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 140 | 50 | ||||||
| 2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 145,662 | -2.01 | 51,705 | -0.72 | ||||
| 2025-07-30 | 13F | 阿拉波卡斯投资伙伴公司 | 39,361 | -7.10 | 13,975 | -5.88 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 11,453 | 4,066 | ||||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 97,330 | -1.47 | 34,557 | -0.17 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 1,117 | 0.00 | 397 | 1.28 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 350,035 | 0.26 | 124,280 | 1.57 | ||||
| 2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 1,709 | -4.42 | 607 | -3.19 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 17,738 | -0.77 | 6,298 | 0.53 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 8,023 | 37.52 | 2,848 | 39.33 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 91 | 33 | ||||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 22,876 | 8.32 | 8,122 | 9.76 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 62,040 | -1.20 | 22,027 | 0.09 | ||||
| 2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 33,840 | -70.61 | 12,015 | -70.23 | ||||
| 2025-08-14 | 13F | 屏障资本管理有限责任公司 | 41,718 | -2.22 | 14,812 | -0.94 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 12,118 | 0.00 | 4,302 | 1.32 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 863 | -8.58 | 306 | -7.27 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 15,124 | -6.52 | 5,370 | -5.29 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 1,226 | 5.33 | 435 | 6.88 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 239,741 | 2.65 | 85,120 | 4.00 | ||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 3,447 | 0.00 | 1,224 | 1.32 | ||||
| 2025-07-15 | 13F | 高地财务顾问有限责任公司 | 921 | 0.00 | 327 | 1.55 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 5,810 | 1.73 | 2,063 | 3.05 | ||||
| 2025-08-13 | 13F | 阿里斯蒂德斯资本有限责任公司 | 7,850 | 0.00 | 2,787 | 1.31 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,685,292 | 0.40 | 953,413 | 1.72 | ||||
| 2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 4,259 | -1.59 | 1,512 | -0.26 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘成长基金 3 级 | 258,472 | -1.00 | 91,770 | 0.30 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 341,987 | 2.17 | 118,157 | 3.28 | ||||
| 2025-07-30 | 13F | Chokshi & Queen 财富顾问公司 | 12,113 | 6.32 | 4,301 | 7.72 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,747 | -5.24 | 1,330 | -3.97 | ||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 2,458,910 | 5.31 | 897,969 | 6.03 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 940,007 | 10.01 | 333,749 | 11.45 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 20,749 | 89.54 | 7,367 | 92.02 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 7,519 | 2.30 | 2,670 | 4.46 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 4,580 | 10.18 | 1,626 | 11.68 | ||||
| 2025-08-11 | 13F | 贝塔财富集团有限公司 | 593 | 2.42 | 211 | 3.45 | ||||
| 2025-08-12 | 13F | one8zero8有限责任公司 | 4,605 | -8.21 | 1,635 | -7.00 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 92 | -39.87 | 33 | -39.62 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 1,421 | 0.00 | 505 | 1.20 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 525,630 | -17.68 | 182,258 | -14.11 | ||||
| 2025-06-23 | NP | 伊顿万斯税务管理多元化股权收益基金 | 175,430 | 57.73 | 60,611 | 59.44 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 73,965 | -2.88 | 26,261 | -1.60 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 1,598 | 1.78 | 567 | 3.09 | ||||
| 2025-08-11 | 13F | 玛维斯塔投资合伙公司 | 113,432 | -30.13 | 40,274 | -29.22 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,516 | 32.91 | 869 | 34.31 | ||||
| 2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 1,918 | 1.54 | 681 | 2.72 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 34,969 | 11.04 | 11,335 | 5.66 | ||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 5,952 | -76.84 | 2,113 | -76.54 | ||||
| 2025-07-31 | 13F | 转折点福利集团有限公司 | 1,657 | 7.88 | 588 | 22.76 | ||||
| 2025-08-01 | 13F | 瑞穗市场开曼有限合伙人 | 8,447 | 2,999 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 54,115 | 33.99 | 19,214 | 35.74 | ||||
| 2025-07-08 | 13F | 接合财富策略有限公司 | 791 | 0.00 | 281 | 1.08 | ||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 21,099 | -1.36 | 7,491 | -0.05 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 7,883 | -1.38 | 2,799 | -0.11 | ||||
| 2025-07-28 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 238,155 | 32.73 | 86,972 | 33.64 | ||||
| 2025-08-01 | 13F | 吉尼斯阿特金森资产管理公司 | 20,297 | -7.34 | 7,206 | -6.12 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,204 | 0.60 | 5,552 | 1.30 | ||||
| 2025-06-27 | NP | Calamos ETF 信托 - Calamos Antetokounmpo 全球可持续股票 ETF | 690 | -12.55 | 238 | -11.52 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 59,134 | 2.34 | 20,996 | 3.68 | ||||
| 2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 7,995 | -0.49 | 2,838 | 0.82 | ||||
| 2025-08-15 | 13F | 查普曼金融集团有限公司 | 3,181 | -52.22 | 1,129 | -48.68 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 43,340 | 47.52 | 15,388 | 49.45 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 3,605,699 | -17.53 | 1,280 | -16.45 | ||||
| 2025-04-14 | 13F | 瑞奥斯资本工程公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 649 | -1.07 | 230 | 0.44 | ||||
| 2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,785,883 | -2.93 | 2,054,278 | -1.66 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 3,680 | -2.90 | 1,307 | -1.66 | ||||
| 2025-07-25 | NP | SLMCX - 哥伦比亚塞利格曼通信和信息基金 A 级 | 1,161,145 | 0.00 | 424,039 | 0.68 | ||||
| 2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 45,115 | 0.00 | 16,018 | 1.31 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 2,923 | 26.70 | 1,038 | 28.34 | ||||
| 2025-07-29 | 13F | 罗杰斯联合有限公司 | 598 | 212 | ||||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 7,478 | 0.21 | 3 | 0.00 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 14,434 | 1.02 | 5,125 | 2.34 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 1,646 | 15.35 | 584 | 16.80 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,475 | 1,070.63 | -524 | 1,088.64 | |||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 5,459 | 243.55 | 1,938 | 248.56 | ||||
| 2025-07-23 | 13F | 鹰岩投资公司 | 39,338 | -2.00 | 13,967 | -0.71 | ||||
| 2025-07-31 | 13F | 卡博特财富管理公司 | 51,178 | -1.80 | 18,171 | -0.51 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 186,515 | 186.43 | 66 | 200.00 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 5,920 | 7.27 | 2,102 | 8.63 | ||||
| 2025-08-12 | 13F | 亚古尔公积金和培训基金管理有限公司 | 16,644 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | 太平洋太阳金融公司 | 1,121 | -0.88 | 398 | 0.51 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 918 | 3.03 | 326 | 4.17 | ||||
| 2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 5,476,596 | -29.91 | 1,944,465 | -28.99 | ||||
| 2025-07-18 | 13F | Nabity-Jensen 投资管理公司 | 2,083 | 2.86 | 740 | 4.23 | ||||
| 2025-07-15 | 13F | 贾里斯洛斯基，弗雷泽有限公司 | 5,984 | -3.47 | 2,125 | -2.21 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 3,658 | 14.92 | 1,282 | 27.46 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 1,353,476 | 1.47 | 480,552 | 2.80 | ||||
| 2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 964 | 0.00 | 342 | 1.48 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 52,247 | 5.59 | 19,080 | 6.32 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 17,386 | -1.24 | 6,173 | 0.05 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 19,243 | -15.81 | 7,027 | -15.24 | ||||
| 2025-04-24 | 13F | 阿耳忒弥斯投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 2,163 | 2.37 | 768 | 3.78 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 3,991 | -0.35 | 1,417 | 1.00 | ||||
| 2025-08-07 | 13F | DJE 资本管理公司 | 340,360 | -35.24 | 119,555 | -32.55 | ||||
| 2025-07-16 | 13F | 投资伙伴资产管理公司 | 3,638 | 9.48 | 1,292 | 10.91 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 267,920 | -1.82 | 95,125 | -0.53 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 11,715 | -28.75 | 4,160 | -24.48 | ||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 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 | 5,799,185 | -0.16 | 2,059,001 | 1.15 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 7,399 | -4.70 | 2,627 | -3.49 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 2,841 | 69.92 | 1,009 | 72.01 | ||||
| 2025-03-19 | 13F/A | 旋转财富合作伙伴有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | WLGRX - 常春藤大盘成长基金 R 级 | 1,084,588 | -6.91 | 385,083 | -5.69 | ||||
| 2025-08-28 | NP | CNEQ-阿尔及尔集中股票ETF | 3,146 | 95.16 | 1,117 | 97.87 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 1,635,840 | -2.82 | 580,805 | -1.55 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 23,926 | 8,266 | ||||||
| 2025-08-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 1,046 | -50.21 | 371 | -49.59 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 125,921 | 1.85 | 44,708 | 3.18 | ||||
| 2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 30,465 | 1.09 | 10,817 | 2.41 | ||||
| 2025-07-31 | 13F | 传家宝财富管理 | 68,826 | -0.29 | 24,437 | 1.02 | ||||
| 2025-08-27 | NP | PFGRX - 胜利先锋基本面增长基金 R 类 | 432,968 | -8.96 | 153,725 | -7.77 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 2,482 | 1.43 | 881 | 2.80 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 3,576 | -66.80 | 1,270 | -66.38 | ||||
| 2025-08-14 | 13F | 维度资本管理有限公司 | 3,523 | -2.17 | 1,251 | -0.95 | ||||
| 2025-08-11 | 13F | 霍华德财富管理有限公司 | 6,062 | 0.83 | 2,152 | 2.14 | ||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 2,378 | 0.00 | 844 | 1.32 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 1,921,440 | 38.55 | 682,207 | 40.37 | |||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 184,202 | 0.22 | 65,401 | 1.53 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 11,954,399 | 3.37 | 4,244,409 | 4.72 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 705,368 | -35.89 | 250,441 | -35.05 | |||
| 2025-08-14 | 13F | 战略财富设计师 | 3,705 | 1.26 | 1,315 | 2.57 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 4,300 | -8.51 | 1,527 | -7.35 | ||||
| 2025-08-26 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 4,154 | -20.39 | 1,475 | -19.37 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 464,469 | -5.61 | 164,910 | -4.37 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 27,990 | 31.51 | 9,671 | 32.94 | ||||
| 2025-08-14 | 13F | Impact Asset Management GmbH | 31,640 | 4.46 | 11,089 | 15.84 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 94,988 | 0.42 | 33,725 | 1.74 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 5,157 | 56.51 | 1,831 | 58.67 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 6,549 | -47.10 | 2,325 | -46.40 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 1,091 | 10.20 | 387 | 11.85 | ||||
| 2025-08-28 | 13F/A | 托尔森财富管理公司 | 1,446 | -48.52 | 513 | -47.87 | ||||
| 2025-07-23 | 13F | H&H 退休设计与管理公司 | 2,075 | -9.35 | 728 | -0.55 | ||||
| 2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 71,474 | -3.69 | 25,377 | -2.43 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 46,884 | 1.07 | 16,646 | 2.39 | ||||
| 2025-08-01 | 13F | 莫特科 | 34,849 | -0.51 | 12,039 | -1.92 | ||||
| 2025-08-07 | 13F | 商业银行 | 667,888 | 1.51 | 237,134 | 2.84 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 1,823 | 0.00 | 647 | 1.41 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 28,737 | 3.44 | 10,203 | 4.80 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 2,824,681 | 1.10 | 1,002,903 | 2.43 | ||||
| 2025-08-25 | NP | STSEX - 贝莱德交易所投资组合 Blackrock 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 | 39,748 | 0.00 | 14,113 | 1.31 | ||||
| 2025-07-22 | 13F | SOL资本管理公司 | 2,564 | -0.58 | 1 | |||||
| 2025-07-29 | 13F | Hartline 投资公司/ | 26,146 | 24.13 | 9,283 | 25.77 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 4,455 | 18.61 | 1,582 | 20.14 | ||||
| 2025-08-15 | 13F | 尼库斯基金融公司 | 14,507 | 3.72 | 5,151 | 5.08 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 72,015 | -2.90 | 25,569 | -1.62 | ||||
| 2025-08-29 | NP | LSGR - Natixis Loomis Sayles 聚焦增长 ETF | 47,690 | 5.68 | 16,932 | 7.06 | ||||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 46,253 | 16.46 | 16,891 | 17.26 | ||||
| 2025-08-12 | 13F | 私人港口投资管理与顾问有限责任公司 | 6,655 | -1.76 | 2,363 | -0.51 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 98,601 | 1.77 | 35,008 | 3.11 | ||||
| 2025-06-25 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 7,508 | 40.78 | 2,594 | 42.37 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 4,572 | 1.69 | 1,623 | 3.05 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 16,718 | 16.60 | 5,936 | 18.13 | ||||
| 2025-07-30 | 13F | 信赖投资管理有限责任公司 | 687 | 0.00 | 244 | 1.25 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 1,334 | 101.21 | 0 | |||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 2,200 | 781 | |||||
| 2025-06-30 | NP | EQTY - Kovitz 核心股票 ETF | 135,155 | -9.68 | 46,696 | -8.70 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 10,200 | 3.03 | 3,622 | 4.38 | |||
| 2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 35,132 | 127.52 | 12,474 | 130.51 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 4,259 | 2.28 | 1,512 | 3.63 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 4,169 | -2.46 | 1,480 | -1.14 | ||||
| 2025-07-29 | 13F | 奥特溪顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 5,701 | 4.26 | 2,024 | 5.64 | ||||
| 2025-08-26 | NP | BTBFX - 波士顿信托资产管理基金 | 47,500 | 0.00 | 16,865 | 1.31 | ||||
| 2025-06-26 | NP | DECO - SPDR银河数字资产生态系统ETF | 896 | 74.66 | 310 | 76.57 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 4,505 | -62.79 | 1,600 | -62.31 | ||||
| 2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 827 | 95.05 | 286 | 97.92 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 90,300 | -2.59 | 32,061 | -1.31 | ||||
| 2025-03-31 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 14,800 | -13.62 | 5,059 | 11.14 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 42,153 | 0.00 | 15 | 0.00 | ||||
| 2025-08-04 | 13F | NWK集团有限公司 | 34,694 | -0.81 | 12,318 | 0.49 | ||||
| 2025-06-27 | NP | FAS - Direxion 每日金融牛市 3 倍股票 | 388,673 | -14.20 | 134,287 | -13.27 | ||||
| 2025-07-22 | 13F | MAS 顾问有限责任公司 | 747 | 0.00 | 265 | 1.53 | ||||
| 2025-08-21 | NP | PBFDX - 佩森总回报基金 | 33,616 | 0.00 | 11,935 | 1.31 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 13,063,915 | -1.69 | 4,638,344 | -0.40 | ||||
| 2025-08-14 | 13F | Potomac 基金管理公司 /adv | 1,252 | 6.10 | 438 | 16.18 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 355 | -22.15 | 126 | -20.75 | ||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 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 | 254,400 | -18.77 | 87,895 | -17.89 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 8,735 | 3,101 | ||||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 2,697 | 0.04 | 957 | 1.38 | ||||
| 2025-08-13 | 13F | 芭芭拉石油公司 | 6,950 | 0.00 | 2,468 | 1.31 | ||||
| 2025-08-14 | 13F | 萨瓦资本有限责任公司 | 8,500 | 0.00 | 3,018 | 12.32 | ||||
| 2025-08-07 | 13F | 霍华德贝利证券有限责任公司 | 3,244 | -0.55 | 1,152 | 0.70 | ||||
| 2025-07-29 | 13F | 屋顶 Eidam 和 Maycock/adv | 10,254 | 0.00 | 3,641 | 1.31 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 15,111 | 0.69 | 5,365 | 2.02 | ||||
| 2025-07-09 | 13F | Krilogy金融有限责任公司 | 15,841 | 1.43 | 5,624 | 2.76 | ||||
| 2025-07-21 | 13F | 影响力投资者公司 | 5,263 | -1.90 | 1,869 | -0.64 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 26,943 | 3.02 | 9,566 | 4.38 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 5,511 | -2.03 | 1,957 | -0.76 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 3,701 | 6.97 | 1,314 | 8.42 | ||||
| 2025-08-28 | NP | CNRWX - City National Rochdale 美国核心股票基金 - N 类 | 23,454 | -2.97 | 8,327 | -1.70 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 4,708 | -2.12 | 1,672 | -0.83 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 846 | 300 | ||||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 110,661 | -6.12 | 39 | -4.88 | ||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 17,677 | -4.87 | 6,276 | -3.61 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 13,103 | 0.10 | 4,652 | 1.42 | ||||
| 2025-08-22 | NP | 可变保险产品基金 V - 战略收益投资组合初始类别 | 8,800 | 0.00 | 3,124 | 1.30 | ||||
| 2025-07-31 | 13F | CAP 合作伙伴有限责任公司 | 2,447 | -1.69 | 869 | -0.46 | ||||
| 2025-08-11 | 13F | 美国第一投资顾问有限责任公司 | 71,366 | -2.25 | 25,338 | -0.97 | ||||
| 2025-03-18 | 13F | 标准 Caixa、Sau | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 51,453 | -1.24 | 18,268 | 0.05 | ||||
| 2025-08-11 | 13F | 钷顾问有限责任公司 | 2,801 | 7.48 | 994 | 8.87 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 155,263 | -0.87 | 53,643 | 0.20 | ||||
| 2025-08-29 | NP | BRWIX - AMG 经理 Brandywine 基金 I 级 | 33,975 | -1.91 | 12,063 | -0.63 | ||||
| 2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 16,084 | 13.43 | 5,711 | 14.91 | ||||
| 2025-08-29 | NP | GABF - Gabelli 金融服务机会 ETF | 1,680 | -11.58 | 596 | -10.38 | ||||
| 2025-08-27 | NP | RMBHX - 人民币基金A类 | 12,945 | 0.00 | 4,596 | 1.32 | ||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 43,412 | -0.90 | 15,413 | 0.40 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 116,254 | -0.19 | 40,166 | 0.89 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 13,374 | -2.99 | 4,748 | -1.72 | ||||
| 2025-03-18 | 13F | 标准 Caixa、Sau | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 2,705 | 11.36 | 964 | 12.88 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 153,776 | -3.82 | 54,598 | -2.56 | ||||
| 2025-08-12 | 13F | 桑德希尔资本合伙公司 | 13,667 | 4,852 | ||||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 1,163 | -6.13 | 413 | -5.07 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | Call | 1,300 | 462 | |||||
| 2025-08-19 | NP | BUFGX - 布法罗成长基金投资者类别 | 14,758 | 0.00 | 5,240 | 1.30 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 20,851 | 51.26 | 7,403 | 53.24 | ||||
| 2025-07-31 | 13F | Kranot Histalmut Le Morim Tichoniim Havera Menahelet LTD | 31,182 | -1.03 | 11,078 | 0.38 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 6,658 | 2,431 | ||||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 8,552 | -16.90 | 2,955 | -16.01 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 10,262 | -1.06 | 3,643 | 0.25 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 72,321 | -2.96 | 25,678 | -1.69 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 5,778 | 0.26 | 2,051 | 1.58 | ||||
| 2025-05-15 | 13F | 卡登资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 镇流器公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 7,400 | 0.90 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 1,824 | 44.88 | 648 | 46.71 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 286,063 | -2.60 | 101,567 | -1.33 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 2,544 | -6.78 | 903 | -5.54 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 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 | 9,810 | -4.27 | 3,483 | -3.01 | ||||
| 2025-08-04 | 13F | 阿卡迪亚财富管理有限公司 | 582 | 0.00 | 207 | 1.48 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 10,478 | -1.61 | 3,720 | -3.68 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 3,630 | -4.92 | 1,289 | -3.74 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 14,548 | -3.01 | 5,165 | -1.73 | ||||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 255 | -97.76 | 91 | -97.70 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 735,170 | -22.09 | 261,022 | -21.07 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 43,353 | -2.15 | 15,392 | -0.87 | ||||
| 2025-07-15 | 13F | 频谱规划与咨询服务公司 | 1,667 | 168.87 | 592 | 172.35 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 79,774 | -2.05 | 28,324 | -0.76 | ||||
| 2025-07-17 | 13F | Nova R 财富公司 | 1,645 | -0.78 | 584 | 0.69 | ||||
| 2025-06-26 | NP | FDGFX - 富达股息增长基金 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 | 409,693 | -20.48 | 141,549 | -19.62 | ||||
| 2025-08-11 | 13F/A | 阳光海岸股权管理 | 151,690 | -0.04 | 53,857 | 1.27 | ||||
| 2025-08-14 | 13F | 斯特纳姆资产管理有限公司 | 11,900 | 0.00 | 4,225 | 1.32 | ||||
| 2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 7,651 | -0.42 | 2,716 | 0.89 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 178,702 | -8.27 | 63,448 | -7.07 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 3,643 | 0.55 | 1,293 | 1.89 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 138,933 | 4.48 | 49,328 | 5.85 | ||||
| 2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 2,005 | -6.87 | 712 | -5.70 | ||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 1,932 | -10.68 | 686 | -9.63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 134,127 | -33.27 | 47,622 | -32.40 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 17 | 6 | ||||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 2,700 | -2.00 | 958 | -0.73 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 3,447 | -0.14 | 1,224 | 1.16 | ||||
| 2025-08-07 | 13F | 艾伦运营有限公司 | 11,668 | 0.00 | 4,143 | 1.30 | ||||
| 2025-08-12 | 13F | 统一资产管理有限责任公司 | 17,437 | 1.37 | 6,191 | 12.63 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 20,334 | 16.51 | 7,025 | 17.77 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 2,374 | -8.55 | 843 | -7.37 | ||||
| 2025-08-14 | 13F | 比兹玛投资有限公司 | 10,200 | 3,622 | ||||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 4,790 | -5.37 | 1,701 | -4.17 | ||||
| 2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 822,987 | -27.36 | 300,547 | -26.87 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 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 | 14,448 | -10.18 | 4,992 | -9.21 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 415,304 | -6.47 | 147,454 | -3.40 | ||||
| 2025-08-04 | 13F | 金路顾问有限公司 | 711 | 6.28 | 252 | 7.69 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 279 | 102.17 | 99 | 106.25 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 17,205,689 | 0.40 | 6,108,880 | 1.72 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 9,288 | 1.91 | 3,298 | 3.22 | ||||
| 2025-08-19 | NP | BUFDX - 布法罗股息焦点基金投资者类别 | 12,925 | 0.00 | 4,589 | 1.32 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 830,533 | 115.21 | 294,881 | 118.03 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 45,106 | 19.76 | 16,015 | 21.33 | ||||
| 2025-06-26 | NP | HECO - SPDR Galaxy 对冲数字资产生态系统 ETF | 6,486 | -16.85 | 2,241 | -15.98 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 7,344 | 5.03 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 4,280 | -2.28 | 1,520 | -1.04 | ||||
| 2025-08-14 | 13F | Rmsincerbeaux 资本管理有限公司 | 57,861 | 2.10 | 20,544 | 3.44 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 114,824 | -7.25 | 40,768 | -6.04 | ||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 1,203 | 426 | ||||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,174 | 46.93 | 406 | 48.35 | ||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 1,888 | 6.79 | 658 | 6.30 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 4,593 | 24.34 | 1,631 | 25.97 | ||||
| 2025-07-31 | 13F | Ssa瑞士顾问股份公司 | 10,689 | -12.81 | 3,782 | -11.86 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 4,436 | 3,757.39 | 1,575 | 3,837.50 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 334,921 | 3.72 | 118,866 | 5.00 | ||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 11,980 | -1.74 | 4,254 | -0.44 | ||||
| 2025-07-25 | 13F | 荷兰国家电力公司 | 5,310 | 1.28 | 1,885 | 2.61 | ||||
| 2025-05-15 | 13F | AlphaQ 顾问有限责任公司 | 2,275 | -0.66 | 797 | 10.24 | ||||
| 2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 27,020 | 1.78 | 9,594 | 3.12 | ||||
| 2025-07-18 | 13F | 洛克曼金融集团公司 | 1,437 | 1.41 | 510 | 2.82 | ||||
| 2025-08-05 | 13F | 顾问首选有限责任公司 | 6,746 | -13.52 | 2,398 | -11.22 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 825 | 5.77 | 293 | 6.96 | ||||
| 2025-08-14 | 13F | 道富银行 | 82,014,263 | -0.89 | 29,119,164 | 0.41 | ||||
| 2025-07-29 | NP | INYDX - 胜利先锋纪律增长基金Y类 | 176,421 | -36.80 | 64,427 | -36.37 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 22,361 | -9.26 | 7,939 | -8.07 | ||||
| 2025-08-12 | 13F | 登陆点金融集团有限责任公司 | 4,636 | -3.40 | 1,646 | -2.08 | ||||
| 2025-08-12 | 13F | 瑞石顾问有限责任公司 | 688 | 0.00 | 244 | 1.24 | ||||
| 2025-08-07 | 13F | 梅林投资管理有限公司 | 1,000 | 0.00 | 355 | 1.43 | ||||
| 2025-08-11 | 13F | AMS资本有限公司 | 42,506 | 7.08 | 15 | 15.38 | ||||
| 2025-08-08 | 13F | 红雪松投资管理有限公司 | 9,461 | 0.00 | 3,359 | 1.33 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 2,243,117 | 0.69 | 796 | 2.05 | ||||
| 2025-07-23 | 13F | 普拉萨德财富合伙人有限责任公司 | 5,303 | -1.58 | 1,883 | -0.32 | ||||
| 2025-08-12 | 13F | 资产管理集团公司 | 802 | 0.25 | 285 | 1.43 | ||||
| 2025-08-13 | 13F | RIA 咨询集团有限责任公司 | 16,135 | 15.65 | 5,729 | 17.16 | ||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 6,840 | -9.76 | 2,429 | -8.58 | ||||
| 2025-08-14 | 13F | Papamarkou Wellner 资产管理公司 | 13,681 | -2.19 | 4,857 | -0.90 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 27,936 | -0.51 | 9,754 | -0.89 | ||||
| 2025-07-24 | 13F | 艾伦财富管理有限公司 | 2,866 | -8.26 | 1,018 | -7.04 | ||||
| 2025-07-08 | 13F | 第一国民军 /ma/ /adv | 3,927 | 0.00 | 1,394 | 1.31 | ||||
| 2025-07-25 | 13F | 圣路易斯信托公司 | 3,885 | 0.00 | 1,379 | 1.32 | ||||
| 2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 1,111 | 14.89 | 394 | -19.10 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 34,544 | 2.46 | 12,164 | 3.39 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,793,184 | -6.85 | 636,670 | -5.63 | ||||
| 2025-08-15 | 13F | 苏达国家银行安全 | 1,872 | -2.95 | 665 | -1.78 | ||||
| 2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 1,845 | -19.04 | 655 | -18.05 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 250,037 | -5.19 | 88,776 | -3.95 | ||||
| 2025-07-31 | 13F | Kranot Histalmut Le Morim Ve Gananot Havera Menahelet LTD | 81,188 | 0.00 | 28,843 | 1.42 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 19,209 | 2.36 | 6,820 | 3.69 | ||||
| 2025-07-08 | 13F | GK财富管理有限责任公司 | 3,311 | 13.70 | 1,176 | 15.20 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 177,564 | 8.68 | 63,044 | 10.11 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 94 | 9.30 | 33 | 10.00 | ||||
| 2025-08-26 | NP | PRGFX - T. Rowe 价格增长股票基金公司 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 | 3,944,773 | -2.95 | 1,400,592 | -1.67 | ||||
| 2025-08-07 | 13F | PFG顾问 | 31,749 | 21.41 | 11,272 | 22.99 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 22,761 | -1.93 | 8,081 | -0.64 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 22,215 | -35.24 | 7,888 | -34.40 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 118,561 | 20.08 | 40,524 | 54.49 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 1,214 | 0.00 | 431 | 1.41 | ||||
| 2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 101,697 | -0.89 | 36,107 | 0.41 | ||||
| 2025-08-14 | 13F | 阿尔肯资本管理有限公司 | 1,468,618 | 0.00 | 521,433 | 1.31 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 736,262 | 2.84 | 261,410 | 4.18 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - Seligman 全球科技基金 1 级 | 17,073 | 1.41 | 6,062 | 2.75 | ||||
| 2025-08-07 | 13F | Clarity 财富顾问有限责任公司 | 22,638 | 0.86 | 8,038 | 2.17 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 15,488 | -1.41 | 5,499 | -0.11 | ||||
| 2025-05-15 | 13F | 南点资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | PSCSX - PIMCO StocksPLUS 小型基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 规划中心有限公司 | 1,784 | 2.41 | 633 | 3.77 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 1,027 | 0.10 | 346 | 0.87 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 945,764 | -17.92 | 335,794 | -16.84 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 9,274 | 1.51 | 3,080 | -3.02 | ||||
| 2025-07-07 | 13F | 阿姆斯特朗亨利 H 联合公司 | 6,645 | -5.14 | 2,359 | -3.87 | ||||
| 2025-03-27 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 16,709 | -36.39 | 5,711 | -24.98 | ||||
| 2025-07-11 | 13F | 库珀投资者有限公司 | 81,003 | -16.74 | 28,760 | -15.64 | ||||
| 2025-08-14 | 13F | 索拉投资者有限公司 | 6,326 | -90.16 | 2,246 | -90.03 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 1,464 | 5.86 | 520 | 7.23 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 276,032 | -6.98 | 98,005 | -5.76 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 3,744 | -0.27 | 1,329 | 1.06 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 1,432 | 0.07 | 508 | 1.40 | ||||
| 2025-08-27 | NP | FCTE - SMI 3Fourteen 全周期趋势 ETF | 59,763 | 21,219 | ||||||
| 2025-08-29 | NP | WEBCX - Teton Westwood 平衡基金 A 类 | 1,547 | 0.00 | 549 | 1.29 | ||||
| 2025-04-11 | 13F | 永久资本管理有限公司 | 2,568 | -14.40 | 900 | -5.17 | ||||
| 2025-08-13 | 13F | 圆山资产管理公司 | 3,636 | 0.00 | 1,291 | 1.26 | ||||
| 2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 7,159 | -2.94 | 2,542 | -1.70 | ||||
| 2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 7,615 | -10.83 | 2,704 | -9.66 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 79,681 | 7.33 | 28,291 | 8.73 | ||||
| 2025-08-12 | 13F | 布劳恩史黛西联合公司 | 4,550 | 0.00 | 1,615 | 1.32 | ||||
| 2025-07-24 | 13F | 支点资本有限责任公司 | 4,652 | -2.19 | 1,652 | -0.90 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 1,554 | 0.97 | 552 | 2.23 | ||||
| 2025-08-25 | NP | LRGE - ClearBridge 大盘成长 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,074 | -2.64 | 20,974 | -1.36 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 3,000 | 0.00 | 1,065 | 1.33 | |||
| 2025-08-13 | 13F | 挪威银行 | 19,813,939 | 7,034,939 | ||||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 14,466 | 1.38 | 5,136 | 2.72 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 5,900 | 31.11 | 2,095 | 32.78 | |||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 9,464 | -3.11 | 3,456 | -2.43 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 2,801,797 | 5.84 | 994,778 | 7.43 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 40,540 | -4.46 | 14,007 | -3.43 | ||||
| 2025-08-13 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | 卢卡斯山管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 提克豪投资管理公司 | 9,300 | -49.18 | 3,302 | -48.53 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 10,487,253 | -1.28 | 3,723,499 | 0.01 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 25,316 | -5.00 | 8,988 | -3.76 | ||||
| 2025-08-26 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 1,139 | -2.73 | 404 | -1.46 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 22,555 | 0.18 | 8,008 | 1.50 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,194 | 20.99 | 1,795 | 22.29 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 2,812 | -4.06 | 998 | -2.82 | ||||
| 2025-08-06 | 13F | 马尔廷财富管理公司 | 631 | 0.16 | 224 | 1.82 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 291,100 | -5.88 | 103,355 | -4.65 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 1,614 | -5.94 | 562 | 6.25 | ||||
| 2025-08-11 | 13F | 麦克多诺资本管理公司 | 25,699 | 2.53 | 9,124 | 3.87 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 4,469 | 2.31 | 1,587 | 3.66 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 764,119 | -18.34 | 271,300 | -17.27 | ||||
| 2025-08-12 | 13F | 守望者集团公司 | 14,628 | -2.96 | 5,194 | -1.68 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 7,340 | -8.56 | 2,606 | -7.36 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 4,596 | -5.68 | 1,632 | -4.45 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 177,965 | -1.42 | 63,186 | -0.13 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 30,795 | -1.79 | 10,934 | -0.50 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 749 | -65.66 | 266 | -65.18 | ||||
| 2025-07-02 | 13F | 麦卡利斯特·斯威特联合公司 | 1,108 | 0.00 | 393 | 1.29 | ||||
| 2025-08-13 | 13F | 奥克斯勒私人财富有限责任公司 | 14,991 | -1.70 | 5,322 | -0.41 | ||||
| 2025-08-13 | 13F | 平衡财富有限责任公司 | 625 | 7.57 | 222 | 8.87 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 24,613 | -3.79 | 8,739 | -2.53 | ||||
| 2025-07-09 | 13F | 伯特财富顾问 | 1,803 | 0.00 | 640 | 1.43 | ||||
| 2025-08-29 | NP | PSKIX - PIMCO StocksPLUS 国际基金（未对冲）机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 1,040 | -28.28 | 369 | -27.36 | ||||
| 2025-07-11 | 13F | 马修戈夫投资顾问有限责任公司 | 70,141 | -1.05 | 24,903 | 0.25 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级 | 92,561 | -65.55 | 32,864 | -65.10 | ||||
| 2025-07-23 | 13F | 劳布布洛克资本管理有限公司 | 36,349 | 12,906 | ||||||
| 2025-08-12 | 13F | Yahav Achim Ve Achayot - 公积金管理有限公司 | 2,720 | 0.00 | 966 | 1.47 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 28,996 | -6.09 | 10,295 | -4.86 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 9,440 | -7.87 | 3,352 | -6.68 | ||||
| 2025-07-02 | 13F | 迈克尔·S·瑞安公司 | 590 | 209 | ||||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 17,340 | -21.68 | 5,991 | -20.84 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 8,580 | -1.08 | 3,046 | 0.23 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 16,964 | -6.58 | 6,023 | -5.34 | ||||
| 2025-04-28 | 13F | Hgk资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 3,252 | -0.64 | 1,155 | 0.61 | ||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 4,020 | -3.16 | 1,427 | 8.85 | ||||
| 2025-06-25 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 214,348 | 210.07 | 74,057 | 213.43 | ||||
| 2025-07-25 | 13F | 亚格财富策略有限公司 | 2,635 | 9.20 | 936 | 10.65 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 2,043,500 | 326.80 | 725,545 | 332.39 | |||
| 2025-08-11 | 13F | 花旗集团 | Call | 109,100 | -3.62 | 38,736 | -2.36 | |||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 193,112 | -1.75 | 68,564 | -0.47 | ||||
| 2025-08-11 | 13F | 花旗集团 | 3,476,357 | 4.99 | 1,234,281 | 6.36 | ||||
| 2025-07-15 | 13F | 做得好，有限责任公司 | 2,098 | -3.81 | 745 | 7.98 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 231,575 | -58.88 | 82,221 | -58.35 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 66,036 | 0.06 | 23,446 | 1.37 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 5,344 | -25.54 | 1,898 | -16.36 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 431,324 | -16.73 | 149 | -18.23 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 2,094 | -7.47 | 550 | -13.00 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 2,342 | 0.00 | 832 | 1.34 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 70,790 | 17.94 | 25,134 | 19.49 | ||||
| 2025-08-04 | 13F | 普罗维登信托公司 | 1,430,436 | -0.96 | 507,876 | 0.34 | ||||
| 2025-07-30 | 13F | 主要投资控股公司 | 750 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 619 | -54.42 | 220 | -53.89 | ||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 10,730 | -0.57 | 3,810 | 0.74 | ||||
| 2025-06-25 | NP | STNFX - 富国银行大盘成长基金机构类别 | 72,026 | 0.00 | 24,885 | 1.08 | ||||
| 2025-06-26 | NP | FAOAX - 富达顾问海外基金A级 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 | 15,100 | 1.34 | 5,217 | 2.45 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 3,808 | 9.05 | 1,316 | 19.22 | ||||
| 2025-08-14 | 13F | 原资本有限责任公司 | 460 | 0.00 | 163 | 1.24 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 134,456 | 15.61 | 47,739 | 17.13 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 10,222 | 1.23 | 3,629 | 2.57 | ||||
| 2025-07-23 | 13F | 普佐·迈克尔·J | 1,330 | -40.49 | 472 | -39.72 | ||||
| 2025-08-11 | 13F | 波洛克投资顾问有限公司 | 3,687 | -7.52 | 1,309 | -6.30 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 12,671 | 4.74 | 4,499 | 6.11 | ||||
| 2025-07-24 | 13F | SLT控股有限公司 | 1,058 | 38.30 | 376 | 39.93 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 50,892 | -4.30 | 18,069 | -3.05 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 8,624 | 1.85 | 3,062 | 7.67 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 565 | 4.63 | 201 | 5.82 | ||||
| 2025-06-26 | NP | MWOFX - MFS 全球成长基金 A | 94,511 | -22.16 | 32,654 | -21.32 | ||||
| 2025-05-30 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 433 | -34.79 | 152 | -27.75 | ||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 219,332 | -0.10 | 77,874 | 1.21 | ||||
| 2025-08-12 | 13F | 马里波财富管理有限公司 | 3,360 | -5.19 | 1,208 | -2.66 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 2,099 | 745 | ||||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 13,756 | -2.63 | 4,884 | -1.37 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 800 | -84.91 | 284 | -84.71 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 3,851 | 0.13 | 1,367 | 1.48 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 13,947 | 29.06 | 4,952 | 30.76 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 1,253 | -3.02 | 445 | -1.55 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 11,722 | -2.50 | 4,108 | 8.13 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 11,461 | 4.75 | 4,069 | 6.13 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 7,441 | 10.17 | 2,642 | 7.84 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 1,477 | 65.96 | 539 | 67.39 | ||||
| 2025-07-25 | 13F | Ccg财富管理有限公司 | 743 | 8.31 | 264 | 9.58 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 13,695 | 0.81 | 4,863 | 2.14 | ||||
| 2025-06-26 | NP | AWIIX - CIBC Atlas 收入机会基金机构类别 | 45,100 | -9.80 | 15,582 | -8.82 | ||||
| 2025-07-22 | 13F | 杰默资产管理有限公司 | 2,853 | -13.60 | 1,013 | -12.45 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 12,015 | 1.28 | 4,266 | 2.60 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 138 | 6.98 | 49 | 6.67 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 9,437 | 0.04 | 3,351 | 1.36 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 166,532 | 1.24 | 59,127 | 2.57 | ||||
| 2025-08-11 | 13F | 艾睿金融公司 | 14,030 | 2.13 | 4,981 | 3.47 | ||||
| 2025-07-29 | 13F | 水平财富管理有限公司 | 5,051 | -8.13 | 1,793 | -6.91 | ||||
| 2025-08-08 | 13F | 独立财务顾问有限责任公司 | 566 | -2.92 | 201 | -1.96 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 21,068 | 3.43 | 7,480 | 4.79 | ||||
| 2025-08-13 | 13F | Geo Capital Gestora de Recursos 有限公司 | 5,340 | -49.86 | 2 | -66.67 | ||||
| 2025-08-05 | 13F | 联合财富合伙人有限公司 | 770 | 15.96 | 273 | 17.67 | ||||
| 2025-03-18 | 13F | 客观资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 380,974 | -6.46 | 131,627 | -5.44 | ||||
| 2025-07-24 | 13F | Acima 私人财富有限公司 | 3,895 | 0.00 | 1,383 | 1.25 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 10,033 | -1.67 | 3,562 | -0.36 | ||||
| 2025-04-25 | 13F | PMC FIG 机会有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 温莎资本管理有限公司 | 3,486 | -3.33 | 1,238 | -2.06 | ||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 2,621 | 110.02 | 931 | 112.81 | ||||
| 2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 156,276 | -9.11 | 55,486 | -7.92 | ||||
| 2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 45,440 | 2.12 | 16,134 | 3.46 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 913 | 0.22 | 324 | 1.57 | ||||
| 2025-05-15 | 13F | 格兰德吉恩资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 1,388 | -0.07 | 493 | 1.23 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 237 | 20.30 | 82 | 20.90 | ||||
| 2025-08-14 | 13F | 梅诺拉·米夫塔希姆控股有限公司 | 1,000 | 0.00 | 355 | 1.43 | ||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 1,263 | -0.55 | 448 | 0.67 | ||||
| 2025-08-12 | 13F | 第二幕投资者有限公司 | 106,166 | -0.92 | 37,694 | 0.38 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 82,257 | -0.78 | 29,201 | 0.50 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 187,460 | -0.07 | 66,558 | 1.24 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 60,408 | -1.88 | 21,448 | -0.59 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 14,820 | -7.49 | 5,262 | -6.29 | ||||
| 2025-07-30 | 13F/A | 发散规划有限责任公司 | 1,604 | -3.72 | 570 | -1.04 | ||||
| 2025-07-24 | 13F | 灯塔桥财富合作伙伴有限责任公司 | 1,207 | 0.08 | 429 | 1.42 | ||||
| 2025-08-14 | 13F | 凯鲁斯投资顾问有限责任公司 | 1,284 | 0.00 | 456 | 1.34 | ||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 8,425 | 0.00 | 2,911 | 1.08 | ||||
| 2025-08-12 | 13F | 马斯科资本管理有限公司 | 197,775 | 0.00 | 70,220 | 1.31 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 1,511 | -2.39 | 537 | -1.11 | ||||
| 2025-07-18 | 13F | 鹰资本管理有限责任公司 | 21,384 | 0.39 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 16,154 | -0.90 | 5,736 | 0.39 | ||||
| 2025-07-08 | 13F | Lpwm有限公司 | 632 | 0.00 | 224 | 1.36 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 10,885 | 12.88 | 3,865 | 14.35 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 4,080 | 1.72 | 1,490 | 2.41 | ||||
| 2025-08-14 | 13F | 晴雨表资本管理公司 | 29,116 | 12.66 | 10,338 | 14.32 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 44,068 | 15.98 | 15,646 | 17.50 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 87,025 | 1.98 | 30,898 | 3.32 | ||||
| 2025-08-13 | 13F | 科普利金融集团有限公司 | 1,988 | -15.44 | 706 | -14.34 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 24,820 | -4.31 | 8,812 | -3.06 | ||||
| 2025-07-15 | 13F | DSG资本顾问有限公司 | 35,537 | 0.50 | 12,617 | 1.82 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 68,150 | -17.39 | 24,197 | -16.31 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 47,237 | -1.52 | 16,771 | -0.23 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 10,660 | 18.22 | 3,683 | 19.50 | ||||
| 2025-07-29 | 13F | 帕台农神庙有限公司 | 1,663 | 2.84 | 590 | 4.24 | ||||
| 2025-07-17 | 13F | JLB 联合公司 | 16,079 | 0.51 | 5,709 | 1.82 | ||||
| 2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 2,035 | 0.00 | 743 | 0.68 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 6,413 | -0.71 | 2,277 | 0.57 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 3,314 | 5.71 | 1,177 | 8.39 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 9,021 | 78.67 | 3,203 | 81.01 | ||||
| 2025-07-29 | 13F | 联合银行 | 1,277 | 0.24 | 453 | 1.57 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 1,230,208 | -1.00 | 436,785 | 0.30 | ||||
| 2025-07-24 | 13F | 有利点金融有限公司 | 980 | -0.91 | 348 | 0.58 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 20,160 | -0.13 | 7,158 | 1.17 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 138,680 | 0.95 | 49 | 2.08 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 9,915 | 9.98 | 3,520 | 11.43 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 1,243 | 0.00 | 441 | 1.38 | ||||
| 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 | 988,028 | 0.13 | 360,818 | 0.82 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 4,783 | 9.45 | 1,698 | 10.91 | ||||
| 2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 707 | 2.46 | 238 | -1.24 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 3,354 | 2.79 | 1,191 | 4.11 | ||||
| 2025-08-13 | 13F | Fernbridge 资本管理公司 | 99,688 | 35,394 | ||||||
| 2025-08-12 | 13F | 北极星金融公司 | 23,225 | 3.43 | 8,246 | 4.78 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 134,384 | 7.90 | 49,076 | 8.63 | ||||
| 2025-07-02 | 13F | 挪威储蓄银行 | 3,082 | 1.41 | 1,094 | 2.72 | ||||
| 2025-08-26 | NP | WSBFX - 华登平衡基金 | 14,025 | 0.00 | 4,980 | 1.30 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 7,071 | -6.48 | 2,511 | -5.25 | ||||
| 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 | 2,048,379 | 18.60 | 707,715 | 19.89 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 224 | 7.18 | 80 | 8.22 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 5,755 | 4.58 | 2,043 | 5.96 | ||||
| 2025-04-25 | NP | FIDSX - 金融服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,100 | -11.79 | 26,877 | 1.55 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2,511 | -28.64 | 892 | -27.74 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 144 | 0.00 | 51 | 2.00 | ||||
| 2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 10 | 0.00 | 4 | 0.00 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 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 | 1,210 | 2.98 | 442 | 3.52 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 9,539 | -1.03 | 3,387 | 0.27 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 796 | 16.20 | 0 | |||||
| 2025-07-09 | 13F | 企业银行 | 5,448 | 2.37 | 1,934 | 3.70 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 67,106 | -1.09 | 23,826 | 0.20 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 95,655 | 46.78 | 34 | 50.00 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 283,155 | -0.90 | 100,534 | 0.40 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 5,915 | -2.78 | 2,100 | -1.50 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 21,012 | -0.94 | 7,460 | 0.35 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 34,790 | -87.29 | 12,352 | -87.13 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 346,645 | -2.00 | 123,076 | -0.71 | ||||
| 2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 7,696 | 2,659 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 340,451 | -2.87 | 120,877 | -1.60 | ||||
| 2025-07-09 | 13F | 奥瑟资本管理有限公司 | 1,302 | 0.00 | 462 | 1.32 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 1,741 | -11.22 | 618 | -10.04 | ||||
| 2025-08-25 | NP | REDWX - 渴望红木基金 | 19,002 | 0.00 | 6,747 | 1.31 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 6,153 | -1.01 | 2,184 | 0.28 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 353 | -1.94 | 125 | -0.79 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 16,842 | -4.09 | 5,980 | 99,550.00 | ||||
| 2025-08-14 | 13F | 纳帕财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 16,581 | -81.07 | 5,887 | -80.82 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 638 | -10.77 | 227 | -9.60 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,549 | -1.09 | 550 | 0.18 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 874 | -6.92 | 310 | -5.49 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 87,465 | -0.97 | 31,054 | 0.33 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 674 | -6.78 | 0 | |||||
| 2025-07-15 | 13F | 卡恩财富管理有限责任公司 | 800 | 0.00 | 284 | 1.43 | ||||
| 2025-08-20 | 13F/A | 汤普森戴维斯公司 | 1,483 | 17.42 | 527 | 19.00 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 18,743 | 0.44 | 6,655 | 1.76 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,515 | -22.54 | 23,971 | -21.53 | ||||
| 2025-05-05 | 13F | PCA投资咨询服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 5,679 | 10.19 | 1,980 | 9.58 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 60,613 | -38.02 | 21,521 | -0.54 | ||||
| 2025-08-08 | 13F | 凯恩投资管理有限公司 | 5,197 | -13.57 | 1,845 | -12.43 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 661,891 | -5.63 | 235,004 | -4.40 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 3,047 | -51.70 | 1,082 | -51.11 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 38,465 | -1.26 | 13,290 | -0.19 | ||||
| 2025-08-05 | 13F | RiverGlades 家族办公室有限责任公司 | 1,360 | 483 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 399,514 | -5.05 | 141,847 | -3.80 | ||||
| 2025-07-24 | 13F | 帝斯曼资本合伙公司 | 450,536 | -13.38 | 159,963 | -12.24 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 501 | 69.26 | 0 | |||||
| 2025-04-14 | 13F | 大水财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 5,334 | -9.64 | 1,894 | -8.46 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 59,000 | 224.18 | 21 | 233.33 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 2,011 | 7.48 | 714 | 9.01 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 3,844 | 21.15 | 1,365 | 22.66 | ||||
| 2025-08-14 | 13F | 联信银行 | 607,788 | 2.55 | 215,795 | 3.90 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 29,276 | 0.00 | 10,115 | 1.08 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-07 | 13F | 世代投资管理有限公司 | 1,373,485 | 92.60 | 487,656 | 95.12 | ||||
| 2025-08-22 | NP | 三洲公司 | 40,993 | 170.55 | 14,555 | 174.09 | ||||
| 2025-05-13 | 13F | 金牛资产管理有限公司 | 118,140 | -1.67 | 41,403 | 9.04 | ||||
| 2025-07-31 | 13F | 拉姆齐、斯塔特曼、维拉和普莱斯公司 | 54,698 | -1.71 | 19,421 | -0.42 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 36,201 | -0.50 | 12,853 | 0.81 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 8,221 | 0.00 | 2,919 | 1.28 | ||||
| 2025-08-13 | 13F | 第1832章 | 2,859,530 | -17.61 | 1,015,276 | -16.53 | ||||
| 2025-06-26 | NP | FigFX - 富达国际成长基金 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 | 338,360 | 3.58 | 116,903 | 4.70 | ||||
| 2025-08-14 | 13F | 白骑士战略财富顾问有限责任公司 | 4,558 | -14.96 | 1,618 | -13.84 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 52,274 | 7.37 | 18,560 | 8.77 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 5,488 | -0.20 | 1,949 | 1.09 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 5,541 | 58.72 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | 霍弗及同事。公司 | 1,697 | 0.06 | 602 | 1.35 | ||||
| 2025-08-08 | 13F | 林塞尔火车有限公司 | 10,000 | -10.71 | 3,550 | -9.55 | ||||
| 2025-07-09 | 13F | 诺曼·菲尔兹 (Norman Fields)，Gottscho 资本管理有限责任公司 | 94,893 | -0.30 | 34 | 0.00 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 1,570 | 7.83 | 557 | 9.22 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 2,492 | 2.98 | 885 | 4.37 | ||||
| 2025-07-24 | 13F | WELLCOME TRUST LTD (THE) 作为 WELLCOME TRUST 的受托人 | 2,400,000 | 0.00 | 852,120 | 1.31 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 594 | 15.34 | 0 | |||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 4,623 | 0.00 | 1,597 | 0.00 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,200 | 11.24 | 27,097 | 12.01 | ||||
| 2025-08-05 | 13F | 查普曼投资管理有限责任公司 | 28,635 | -0.15 | 10,167 | 1.15 | ||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 724 | 0.00 | 0 | |||||
| 2025-08-22 | NP | OSTFX - 奥斯特韦斯基金投资者类别 | 16,840 | 0.00 | 5,979 | 1.32 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 1,475 | 168.18 | 524 | 202.31 | ||||
| 2025-08-14 | 13F | Clg有限责任公司 | 1,785 | 0.06 | 634 | 1.28 | ||||
| 2025-08-22 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 13,170 | 0.00 | 4,676 | 1.32 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 3,230 | 33.09 | 1,118 | 31.41 | ||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 4,860 | 1.06 | 1,725 | 2.37 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 378 | -6.44 | 134 | -4.96 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 24,016 | -0.51 | 8,527 | 0.79 | ||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 1,236 | 19.31 | 439 | 20.66 | ||||
| 2025-07-23 | 13F | 莫顿资本管理有限责任公司/加利福尼亚州 | 4,133 | 7.57 | 1,467 | 8.99 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 2,170 | -9.70 | 770 | -8.55 | ||||
| 2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 5,101 | 18.16 | 1,811 | 19.70 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 2,880 | -0.55 | 1,023 | 0.79 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 346,314 | 28.53 | 122,959 | 30.21 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 69,995 | -10.46 | 24,183 | -9.49 | ||||
| 2025-07-23 | 13F | 钛信托公司 | 935 | 0.00 | 332 | 1.22 | ||||
| 2025-08-18 | 13F | 第二线资本有限责任公司 | 10,866 | 3.31 | 3,858 | 4.64 | ||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 7,034 | -10.11 | 2,497 | -8.94 | ||||
| 2025-08-04 | 13F | IMS投资管理服务有限公司分析师 | 12,877 | 2.37 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 15,035 | 4.93 | 5,351 | 12.04 | ||||
| 2025-08-12 | 13F | Accordant 咨询集团 | 113 | 0.00 | 40 | 2.56 | ||||
| 2025-08-05 | 13F | 杰赛普财富管理公司 | 4,602 | -0.56 | 1,634 | 0.74 | ||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 506,341 | -0.40 | 179,776 | 0.91 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 345 | 0.58 | 122 | 1.67 | ||||
| 2025-08-13 | 13F | 亨德肖特投资公司 | 66,927 | -0.35 | 23,762 | 0.96 | ||||
| 2025-05-30 | NP | PSPTX - PIMCO StocksPLUS 绝对回报基金机构 | 3,260 | -89.57 | 1,142 | -88.44 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 7,418 | -4.21 | 2,709 | -3.56 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 820,103 | -0.26 | 283,346 | 0.82 | ||||
| 2025-08-07 | 13F | 格兰奇资本有限责任公司 | 900 | 0.00 | 320 | 1.27 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 85 | 11.84 | 30 | 15.38 | ||||
| 2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Enclave 顾问有限公司 | 1,036 | -0.86 | 368 | 0.27 | ||||
| 2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 36,732 | -11.31 | 12,873 | -1.64 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 617,743 | -5.43 | 216,494 | 4.87 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 40,000 | -27.27 | 14,018 | -19.35 | |||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 21,980 | -6.35 | 7,804 | -5.13 | ||||
| 2025-08-26 | NP | 第一信托增强型股权收益基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,000 | 10.00 | 7,811 | 11.44 | ||||
| 2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 4,252 | -8.14 | 1,510 | -6.97 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 15,978 | -3.02 | 5,673 | -1.75 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 764 | -18.38 | 271 | -17.38 | ||||
| 2025-08-04 | 13F | 雷德财富有限责任公司 | 2,294 | -0.26 | 814 | 0.99 | ||||
| 2025-08-15 | 13F | 格拉夫顿街合伙人基金有限合伙人 | 26,762 | 0.00 | 9,502 | 1.30 | ||||
| 2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 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 | 4,647 | -80.96 | 1,686 | -78.09 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 24,417 | 1.47 | 8,669 | 2.80 | ||||
| 2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 2,467 | -2.76 | 876 | -1.46 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 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 | 422,136 | -1.31 | 145,848 | -0.24 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 3,630 | 1.28 | 1,289 | 2.55 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 33,144 | -0.86 | 11,768 | 0.44 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 110,730 | 0.06 | 39,315 | 1.37 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 1,408 | -2.56 | 500 | -1.38 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 749 | 75.82 | 266 | 77.85 | ||||
| 2025-07-23 | 13F | 科恩资本管理公司 | 37,293 | -0.11 | 13,241 | 1.20 | ||||
| 2025-07-23 | 13F | 内布拉斯加州财富管理 | 1,566 | 0.00 | 546 | -0.36 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 2,485 | 2.22 | 883 | 3.52 | ||||
| 2025-08-12 | 13F | HFR 财富管理有限责任公司 | 45,852 | 0.05 | 16,280 | 1.36 | ||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 1,124,167 | 4.78 | 399,135 | 6.15 | ||||
| 2025-07-09 | 13F | Heritage 家族办公室有限责任公司 | 6,913 | 0.01 | 2,370 | -2.15 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 62,600 | 0.97 | 22,226 | 2.29 | ||||
| 2025-08-01 | 13F | 火力资本管理有限公司 | 3,563 | 0.74 | 1,265 | 2.10 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 8,824 | 4.13 | 3,133 | 5.49 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 2,779,900 | 40.56 | 987,003 | 42.40 | |||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 214,305 | -0.03 | 76,089 | 1.28 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 1,236,100 | 75.04 | 438,877 | 77.33 | |||
| 2025-06-26 | NP | FAHYX - 富达顾问高收入优势基金 M 级 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 | 30,800 | 0.00 | 10,641 | 1.08 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 70,182 | -0.84 | 24,918 | 0.46 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 20,474 | -91.03 | 7,269 | -90.91 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 1,211 | 430 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 504,754 | 4.36 | 179,213 | 5.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco 全球投资组合 IB 类 | 44,489 | 0.00 | 15,796 | 1.31 | ||||
| 2025-07-25 | 13F | 橡子溪资本有限责任公司 | 1,690 | 0.48 | 600 | 1.87 | ||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 133,176 | -1.26 | 46,012 | -0.19 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 15,993 | 2.88 | 5,679 | 4.22 | ||||
| 2025-08-14 | 13F | 阿万达投资管理私人有限公司有限公司 | 19,250 | -44.51 | 6,835 | -43.78 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 382 | 136 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 3,501,063 | -9.61 | 1,242,899 | -6.39 | ||||
| 2025-07-15 | 13F | 里奇克莱斯特财富合作伙伴有限公司 | 716 | 1.70 | 254 | 3.25 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 53,928 | 0.31 | 19,147 | 1.62 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 2,165 | -1.86 | 748 | 26.35 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 7,263 | 17.15 | 2,652 | 17.97 | ||||
| 2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 12,689 | 4,384 | ||||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 166,791 | 1.21 | 59,219 | 2.54 | ||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 9,387 | 4.01 | 3,333 | 5.38 | ||||
| 2025-07-18 | 13F | Fmb财富管理 | 675 | 240 | ||||||
| 2025-07-29 | 13F | 康芒斯资本有限公司 | 626 | 0.16 | 222 | 1.37 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 68,603 | 24,357 | ||||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 7,651 | -3.23 | 2,716 | -1.95 | ||||
| 2025-08-26 | NP | IGEAX - VY(R) T. Rowe 价格增长股票投资组合类别 ADV | 114,163 | -5.30 | 40,534 | -4.06 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 107,913 | -1.00 | 38,315 | 0.30 | ||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 14,821 | 73.32 | 5,412 | 74.52 | ||||
| 2025-08-13 | 13F | RW投资管理有限责任公司 | 631 | 224 | ||||||
| 2025-07-25 | 13F | 捍卫者资本有限责任公司。 | 620 | 0.00 | 220 | 3.29 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 869,326 | 0.18 | 308,654 | 1.50 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 1,044 | 62.11 | 371 | 64.44 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 4,716 | -20.91 | 1,674 | -19.87 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 140,654,301 | -2.55 | 49,939,310 | -1.27 | ||||
| 2025-06-27 | NP | PAGRX - 激进增长投资组合 I 类 | 3,000 | 0.00 | 1,036 | 1.07 | ||||
| 2025-07-23 | 13F | Cortland Associates Inc/月 | 170,266 | -0.09 | 60,453 | 1.22 | ||||
| 2025-05-27 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 25,889 | 9,073 | ||||||
| 2025-08-14 | 13F | 马林银行 | 4,393 | 1,560 | ||||||
| 2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 1,322 | 38.00 | 469 | 40.00 | ||||
| 2025-07-17 | 13F | ERn 金融有限责任公司 | 1,293 | -75.16 | 459 | -74.84 | ||||
| 2025-06-26 | NP | FCPAX - 富达顾问国际资本增值基金A级 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 | 424,671 | -3.35 | 146,724 | -2.31 | ||||
| 2025-07-23 | 13F | Intergy 私人财富有限责任公司 | 2,174 | 30.26 | 772 | 32.02 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 10,615,070 | -1.02 | 3,768,880 | 0.28 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 11,756 | -7.51 | 4,150 | -5.36 | ||||
| 2025-07-24 | 13F | 全面财富规划与管理有限公司 | 1,672 | -3.91 | 594 | -2.63 | ||||
| 2025-08-12 | 13F | 新世界顾问有限责任公司 | 3,441 | -8.34 | 1,222 | -7.15 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 151,140 | -5.34 | 45,715 | -11.75 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 119,573 | -0.35 | 43,667 | 0.34 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 55,473 | -1.23 | 19,696 | 0.06 | ||||
| 2025-08-22 | NP | FGRTX - 富达巨型股票基金 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 | 188,888 | -0.63 | 67,065 | 0.67 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 178 | 63 | ||||||
| 2025-08-14 | 13F | LM 顾问有限责任公司 | 8,199 | 10.08 | 3 | 0.00 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 28,083 | -30.09 | 9,703 | -29.34 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 3,354 | 2.66 | 1,191 | 15.31 | ||||
| 2025-07-29 | NP | Voya 全球优势及优质机会基金 | 2,615 | -4.91 | 955 | -4.31 | ||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 11,611 | -5.63 | 4,012 | -4.61 | ||||
| 2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 5,305 | 0.66 | 1,884 | 2.00 | ||||
| 2025-08-05 | 13F | 珠穆朗玛峰管理公司 | 5,014 | 0.84 | 1,780 | 2.18 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 23,290 | 6.88 | 8,269 | 8.29 | ||||
| 2025-05-09 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 飞轮私人财富有限责任公司 | 786 | -23.84 | 279 | -22.71 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 清晰财富发展有限公司 | 1,569 | 0.00 | 557 | 2.77 | ||||
| 2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 412,054 | 38.11 | 142,365 | 39.60 | ||||
| 2025-07-10 | 13F | Stonekeep 投资有限责任公司 | 603 | -0.82 | 214 | 0.47 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 3,006 | -2.53 | 1,067 | -1.20 | ||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 4,502 | 349.75 | 1,599 | 356.57 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 57,394 | -5.94 | 20,960 | -5.30 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 27,413 | 0.20 | 9,733 | 1.50 | ||||
| 2025-07-16 | 13F | 肯尼迪投资集团 | 4,574 | -0.24 | 1,624 | 1.12 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 14,471 | 5,138 | ||||||
| 2025-07-17 | 13F | 阿尔特斯财富管理有限责任公司 | 571 | -17.37 | 203 | -16.53 | ||||
| 2025-06-27 | NP | PRPFX - 永久投资组合 I 类 | 50,000 | 0.00 | 17,275 | 1.08 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 34 | 21.43 | 12 | 33.33 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,550 | -3.06 | 522 | -2.98 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 11,109 | 0.48 | 3,944 | 1.81 | ||||
| 2025-07-25 | 13F | 西北资本管理公司 | 301 | -5.05 | 107 | -4.50 | ||||
| 2025-06-26 | NP | HFGO - 哈特福德大盘成长 ETF | 9,091 | 80.38 | 3,141 | 82.35 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 1,701 | 25.81 | 588 | 27.06 | ||||
| 2025-05-08 | 13F | Invictus 私人财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 135,767 | 2.67 | 48,204 | 4.01 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 51,882 | 18,421 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 974,200 | 72.33 | 345,890 | 74.59 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 792,800 | 52.90 | 281,484 | 54.91 | |||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 2,036 | 3.72 | 703 | 4.93 | ||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 8,918 | -3.94 | 3,166 | -2.67 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 535 | 0.00 | 0 | |||||
| 2025-08-28 | NP | SPGSX - State Street Premier Growth 股票 VIS 基金 1 类股票 | 2,660 | -3.17 | 944 | -1.87 | ||||
| 2025-05-14 | 13F | 霍布斯集团顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 佳能财富管理服务有限公司 | 1,620 | 3.78 | 575 | 5.31 | ||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 4,327 | -7.52 | 1,536 | -6.28 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Rising Dividends Fund C 类 | 195,646 | 0.00 | 67,596 | 1.08 | ||||
| 2025-08-27 | NP | CDGCX - 克劳福德股息增长基金 - C 类 | 5,050 | 0.00 | 1,793 | 1.36 | ||||
| 2025-04-29 | 13F | 佩森公司 | 408,604 | -0.06 | 143,199 | 10.82 | ||||
| 2025-08-05 | 13F | 梅森投资咨询服务公司 | 1,155 | 0.00 | 410 | 1.24 | ||||
| 2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 4,398 | -18.63 | 1,520 | -17.76 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 16,735 | -2.19 | 5,942 | -0.92 | ||||
| 2025-08-14 | 13F | 亚里士多德资本管理有限公司 | 2,200 | 0.00 | 781 | 1.30 | ||||
| 2025-08-26 | NP | AUXAX - 奥克斯焦点基金A股 | 29,000 | -1.02 | 10,296 | 0.27 | ||||
| 2025-05-14 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 95,112 | 0.00 | 33,770 | 1.31 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 1,323 | -17.83 | 470 | -16.70 | ||||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 14,711 | -1.55 | 5,223 | -0.25 | ||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 6,719 | 0.00 | 2,386 | 1.32 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 40,765 | -35.78 | 14,887 | -35.35 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 11,811 | 0.50 | 4,194 | 1.82 | ||||
| 2025-07-24 | 13F | Etesian 财富顾问公司 | 5,486 | -2.07 | 1,948 | -0.82 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 21,946 | 0.00 | 7,792 | 1.30 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 8,520,635 | -0.08 | 3,111,651 | 0.60 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 1,023 | 0.00 | 353 | -1.40 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 4,106 | 25.57 | 1,461 | 27.60 | ||||
| 2025-07-10 | 13F | 卢森堡银行 | 34,433 | -0.20 | 12,067 | -0.20 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 18,170 | 6.66 | 6,451 | 8.06 | ||||
| 2025-08-25 | NP | MEIFX - MERIDIAN 增强型股票基金传统类 | 3,911 | 0.00 | 1,389 | 1.31 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 1,223 | 5.98 | 423 | 7.11 | ||||
| 2025-08-06 | 13F | 普莱斯资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 71,200 | 20.68 | 25,280 | 22.26 | ||||
| 2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 88,761 | -0.50 | 31,515 | 0.80 | ||||
| 2025-07-22 | 13F/A | HS 管理合作伙伴有限责任公司 | 39,630 | -46.64 | 14,071 | -45.94 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 30,900 | 11.96 | 10,971 | 13.43 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 2,697 | 1.28 | 958 | 2.57 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 10,116 | 5.51 | 3,592 | 6.88 | ||||
| 2025-08-05 | 13F | 奥克韦尔私人财富管理有限责任公司 | 4,618 | 6.77 | 1,640 | 8.18 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 48,504 | -9.94 | 17,221 | -8.76 | ||||
| 2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 291,954 | -25.61 | 100,870 | -24.81 | ||||
| 2025-07-23 | 13F | 富通顾问有限责任公司 | 1,395 | -11.15 | 495 | -10.00 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 4,245 | 3.41 | 1,508 | 4.80 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 186,502 | -44.41 | 66,218 | -43.68 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 6,754 | -0.07 | 2,367 | 10.81 | ||||
| 2025-07-22 | 13F | 玻璃山顾问公司 | 25,630 | 0.77 | 9,100 | 2.09 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 1,178 | 6.32 | 418 | 7.73 | ||||
| 2025-07-24 | 13F | 科伦特资本管理公司 | 75,179 | -0.31 | 26,692 | 1.00 | ||||
| 2025-08-13 | 13F | Grantvest金融集团有限公司 | 1,005 | -4.74 | 357 | -3.52 | ||||
| 2025-08-11 | 13F | 瑞特资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 1,573 | 16.69 | 558 | 18.22 | ||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 2,936 | 5.99 | 1,042 | 7.42 | ||||
| 2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 664,847 | -27.05 | 229,705 | -26.27 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 49,011 | 2.17 | 17,401 | 3.51 | ||||
| 2025-07-30 | 13F | 城堡财富管理有限公司 | 4,223 | -1.52 | 1,499 | -0.20 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 2,394 | -4.28 | 851 | -3.41 | ||||
| 2025-08-04 | 13F | ELCO管理有限公司 | 864 | -5.47 | 307 | -4.37 | ||||
| 2025-07-24 | NP | FDFF - 富达颠覆性金融 ETF | 9,252 | 7.43 | 3,379 | 8.17 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 37,939 | 5.59 | 13,470 | 6.97 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 18,372 | -9.71 | 6,523 | -8.54 | ||||
| 2025-08-14 | 13F | NCP 公司 | 646 | -34.01 | 229 | -33.24 | ||||
| 2025-08-29 | NP | OPTZ-优化策略指数ETF | 1,064 | -0.56 | 378 | 0.80 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP Loomis Sayles 全球增长基金标准级 | 25,280 | -5.27 | 8,976 | -4.03 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 1,262 | 0.00 | 448 | 1.36 | ||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 11,536 | -3.07 | 4,043 | 7.47 | ||||
| 2025-07-18 | 13F | 中西部金融集团有限责任公司 | 1,709 | -2.12 | 607 | -0.82 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 3,267 | 6.63 | 1,160 | 8.11 | ||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 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 | 59,526 | 17.81 | 21,738 | 18.62 | ||||
| 2025-07-18 | 13F | 福布斯律师事务所 | 65,739 | -0.15 | 23,341 | 1.16 | ||||
| 2025-08-14 | 13F | 私人资本管理有限责任公司 | 741 | 0.00 | 263 | 1.54 | ||||
| 2025-07-17 | 13F | 新约信托公司，北美 | 2,048 | -1.68 | 714 | -0.14 | ||||
| 2025-08-12 | 13F | 财富桥资本管理有限公司 | 4,560 | 5.83 | 1,619 | 7.22 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Loomis Sayles 成长投资组合 IB 类 | 101,230 | -3.22 | 35,942 | -1.95 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 182 | -17.65 | 65 | -16.88 | ||||
| 2025-08-08 | 13F | 安全金融服务公司 | 604 | 214 | ||||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 36,747 | -1.98 | 13,047 | -0.70 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 4,321,111 | 3.90 | 1,534,198 | 5.26 | ||||
| 2025-07-24 | 13F | 西方银行公司 | 585 | 0.00 | 208 | 0.98 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 6,318 | 533.07 | 2,243 | 542.69 | ||||
| 2025-07-29 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 34,083 | -0.17 | 12,447 | 0.52 | ||||
| 2025-08-26 | NP | PRISX - T. Rowe Price 金融服务基金公司 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 | 221,772 | -5.70 | 78,740 | -4.46 | ||||
| 2025-06-26 | NP | FDCAX - 富达资本增值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 362,500 | 11.95 | 125,244 | 13.16 | ||||
| 2025-07-28 | 13F | 费曼集团有限责任公司 | 84 | 0.00 | 30 | 11.54 | ||||
| 2025-08-26 | NP | BTEFX - 波士顿信托股票基金 | 28,000 | 0.00 | 9,941 | 1.31 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 1,541 | -6.38 | 547 | -5.03 | ||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 10,620 | 1.04 | 3,771 | 2.36 | ||||
| 2025-08-14 | 13F | 特洛伊资产管理有限公司 | 1,386,290 | -1.86 | 492,202 | -0.58 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 105,371 | -1.94 | 38,480 | -1.26 | ||||
| 2025-08-04 | 13F | 长荣财富管理有限公司 | 10,462 | 0.66 | 3,715 | 1.98 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Capital Group 研究投资组合 IB 类 | 34,403 | 0.00 | 12,215 | 1.31 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 4,645 | 3.66 | 1,649 | 5.03 | ||||
| 2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 62,972 | -0.04 | 22,358 | 1.27 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 430,190 | -0.18 | 144,160 | 12.37 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 2,840,778 | 9.43 | 1,008,590 | 1.06 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 62,589 | 1.02 | 22 | 4.76 | ||||
| 2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 2,724 | -4.92 | 967 | -3.69 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 795,929 | -5.46 | 283 | -4.41 | ||||
| 2025-07-24 | 13F | 财富之星顾问有限公司 | 568 | -17.56 | 202 | -16.60 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 2,056,012 | 20.68 | 729,973 | 22.27 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 3,001 | 0.03 | 1,066 | 1.33 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 2,030 | -0.68 | 721 | 0.56 | ||||
| 2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 4,618 | -9.15 | 1,640 | -7.97 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 1,419 | 504 | ||||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 60,341 | -2.49 | 21,424 | -1.21 | ||||
| 2025-09-03 | 13F | 美国信托 | 17,437 | 4.81 | 6,191 | 6.19 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 4,044 | -0.12 | 1,436 | 1.13 | ||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 996 | 4.08 | 354 | 5.37 | ||||
| 2025-07-31 | 13F | 霍格金融服务有限公司 | 910 | 11.93 | 322 | 13.38 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 290,279 | -5.37 | 103,064 | -4.13 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 37,600 | 0.00 | 13,350 | 1.31 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 1,549 | -0.39 | 550 | 0.92 | ||||
| 2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 27,896 | 40.41 | 9,905 | 42.26 | ||||
| 2025-04-28 | 13F | WS 投资组合咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | 班克里克资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | VAFAX - 景顺美国特许经营基金 A 类 | 1,250,664 | 37.27 | 456,730 | 38.21 | ||||
| 2025-07-18 | 13F | 中银香港资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 15,036 | -2.61 | 5,338 | -1.33 | ||||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 3,147 | 2.47 | 1,117 | 3.81 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 15,148 | 1.83 | 5,378 | 3.17 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 451,911 | 4.58 | 160 | 5.96 | ||||
| 2025-08-05 | 13F | 塔克雷斯特资本管理公司 | 2,096 | 0.00 | 744 | 1.36 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 76,781 | 9.84 | 27,261 | 11.28 | ||||
| 2025-08-14 | 13F | Meridiem资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 贝莱德增强股本股息信托 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 | 26,772 | -34.38 | 9,505 | -33.52 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 186,881 | 2.71 | 66,352 | 4.06 | ||||
| 2025-08-14 | 13F | Unisphere成立 | 1,108,100 | -15.29 | 393,431 | -14.18 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 8,630 | -2.87 | 3,064 | -1.57 | ||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 5,081 | -2.68 | 1,804 | -1.37 | ||||
| 2025-07-24 | 13F | 莱斯特·默里 Antman dba SimplyRich | 23,552 | 0.00 | 8 | 0.00 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 4,310 | 17.47 | 1,530 | 19.07 | ||||
| 2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 4,330 | 0.23 | 1,537 | 1.59 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 2,747 | -3.38 | 975 | -2.11 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 67 | 0.00 | 24 | 0.00 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 5,930 | 138.73 | 2,166 | 140.56 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 9,275 | 1.71 | 3,293 | 3.04 | ||||
| 2025-07-29 | 13F | 山资本投资顾问公司 | 5,102 | 5.44 | 1,814 | 11.64 | ||||
| 2025-05-15 | 13F | 奥比斯艾伦格雷有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 荷兰银行 | 888,479 | 0.56 | 317,271 | 2.62 | ||||
| 2025-07-29 | 13F | Crux 财富顾问 | 6,851 | 8.95 | 2,432 | 10.39 | ||||
| 2025-08-11 | 13F | 添马证券有限责任公司 | 67,942 | 0.83 | 24,123 | 2.15 | ||||
| 2025-07-17 | 13F | 凯利金融服务有限公司 | 1,038 | 0.78 | 368 | 1.94 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 14,591 | 1.00 | 5,181 | 2.33 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 30,823 | 1.41 | 10,944 | 2.74 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 913,178 | 30.13 | 324,241 | 31.85 | ||||
| 2025-06-30 | 13F | 沙特基础工业公司养老基金 | 14,500 | -12.65 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 49,659 | 13.30 | 17,631 | 14.79 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 12,101 | 74.72 | 4,296 | 77.01 | ||||
| 2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 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 | 4,062 | 44.71 | 1,483 | 45.68 | ||||
| 2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 10,340 | -0.03 | 3,671 | 1.30 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 1,426 | 45.51 | 506 | 47.52 | ||||
| 2025-07-28 | 13F | Keeler & Nadler 财务规划与财富管理 | 2,962 | 283.18 | 1,052 | 296.60 | ||||
| 2025-07-22 | 13F | DB Root 有限公司 | 2,631 | 1.62 | 934 | 2.98 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 10,967 | -15.27 | 3,667 | -19.14 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 5,030 | -10.00 | 1,786 | -8.84 | ||||
| 2025-04-25 | 13F | 情报驱动顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | B&l 资产管理有限公司 | 4,052 | -4.79 | 1,439 | -3.55 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 1,930 | 0.00 | 7 | 0.00 | ||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 11,940 | -0.38 | 4 | 0.00 | ||||
| 2025-05-08 | 13F | FSA 顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 64,146 | 7.48 | 22,160 | 5.95 | ||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 216,911 | 3.69 | 77,014 | 5.05 | ||||
| 2025-08-21 | NP | 动力学投资组合信托 - 动力学市场机会投资组合 | 4,000 | 0.00 | 1,420 | 1.36 | ||||
| 2025-07-08 | 13F | 艾利希金融集团 | 907 | 2.02 | 322 | 3.54 | ||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 12,852 | 2.49 | 4,504 | 15.25 | ||||
| 2025-08-06 | 13F | 金塞尔资本集团公司 | 37,432 | 9.72 | 13,290 | 11.16 | ||||
| 2025-07-30 | 13F | 康纳斯投资者服务公司 | 43,363 | -1.29 | 15,393 | 0.08 | ||||
| 2025-07-31 | 13F | 卡迪尼亚有限公司 | 70,850 | 979.37 | 25,155 | 993.70 | ||||
| 2025-06-27 | NP | 卡拉莫斯全球动态收入基金 | 8,825 | 2.62 | 3,049 | 31.99 | ||||
| 2025-08-22 | NP | MGGIX - 全球机会投资组合 I 类 | 319,869 | 0.00 | 113,569 | 1.31 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 14,118 | 3.85 | 5,012 | 11.88 | ||||
| 2025-07-28 | 13F | 塔特尔战术管理有限责任公司 | 1,953 | 14.81 | 693 | 16.28 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 63,488 | -0.20 | 22,541 | 1.11 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 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 | 105,305 | -58.43 | 38,456 | -58.15 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 1,079 | 1.41 | 383 | 2.68 | ||||
| 2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 8,184 | -3.23 | 2,906 | -1.96 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 61,561 | -3.84 | 21,857 | -2.58 | ||||
| 2025-08-14 | 13F | 休闲资本管理 | 5,680 | 0.12 | 2,017 | 1.41 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 72,067 | -2.31 | 25,588 | -1.03 | ||||
| 2025-07-30 | NP | FUSIX - 富达国际基金战略顾问 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 | 297,764 | -0.87 | 108,740 | -0.19 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 31,231 | 22.11 | 11,089 | 23.71 | ||||
| 2025-07-28 | 13F | Sagace财富管理有限责任公司 | 1,305 | -11.35 | 463 | -10.10 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 783 | 12.50 | 278 | 13.52 | ||||
| 2025-08-14 | 13F | 哈德逊路资本管理有限公司 | 247,758 | 43.93 | 87,966 | 45.82 | ||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 624 | 0.00 | 222 | 1.38 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 9,781 | 10.00 | 3,473 | 11.42 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 17,500 | -28.57 | 6,213 | -27.64 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 59,315 | -1.24 | 20,493 | -0.17 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 4,981 | -3.69 | 1,769 | -2.43 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 39,679 | -9.58 | 14,088 | -8.39 | ||||
| 2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 483,978 | -4.40 | 171,836 | -3.15 | ||||
| 2025-08-08 | 13F | 创意策划 | 654,325 | 2.68 | 232,318 | 4.03 | ||||
| 2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 1,129 | -8.29 | 401 | -7.19 | ||||
| 2025-08-14 | 13F | 韦奇伍德合伙公司 | 85,603 | -4.55 | 29,289 | -8.39 | ||||
| 2025-07-22 | 13F | 提升资本顾问有限责任公司 | 7,242 | -4.19 | 2,571 | -2.94 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 891 | -23.06 | 316 | -21.98 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 2,163 | 0.00 | 767 | 1.06 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 56,050 | 2.91 | 19,901 | 4.26 | ||||
| 2025-07-16 | 13F | 一+一财富管理有限公司 | 1,461 | -3.25 | 519 | -2.08 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 272,768 | -67.76 | 99,612 | -67.54 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 14,744 | 0.03 | 5,235 | 1.38 | ||||
| 2025-08-06 | 13F | 蓝色投资伙伴有限责任公司 | 1,935 | 0.00 | 687 | 1.33 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 21,287 | -0.98 | 7,558 | 0.33 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 1,004,407 | -4.88 | 356,369 | -3.68 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 12,342 | 0.81 | 4,382 | 2.14 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 5,133 | -38.82 | 1,822 | -38.03 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 4,966 | 39.57 | 1,763 | 41.38 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 104,765 | 31.19 | 37,197 | 32.90 | ||||
| 2025-04-22 | 13F | 威瑞丹财富有限公司 | 750 | -1.83 | 263 | -0.76 | ||||
| 2025-08-12 | 13F | 米勒金融服务有限公司 | 4,804 | -1.82 | 1,706 | -0.53 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 302,019 | -3.01 | 107,232 | -1.74 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 23,690 | 7.27 | 8,411 | 8.67 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 21,568 | -13.19 | 7,658 | -12.05 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 7,428 | -0.67 | 3 | 0.00 | ||||
| 2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 3,655 | 0.00 | 1,263 | 1.04 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 796,463 | -11.93 | 282,784 | -10.78 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,727 | -3.57 | 30,576 | -2.91 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,547 | -66.64 | 3,852 | -66.42 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 9,045 | -0.81 | 3,212 | 0.50 | ||||
| 2025-08-14 | 13F | 图里姆 21 投资有限公司。 | 240 | 0.00 | 85 | 1.19 | ||||
| 2025-08-11 | 13F | 伯克利公司 | 47,168 | -0.48 | 16,747 | 0.82 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 1,876 | -6.62 | 666 | -5.40 | ||||
| 2025-08-01 | 13F | 规划方向公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 687,781 | -15.14 | 237,628 | -14.22 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 3,173 | -11.49 | 1,127 | -10.35 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 485,096 | -29.12 | 172,233 | -28.20 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 28,651 | 115.84 | 9,899 | 118.16 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,447 | 18.51 | 1 | |||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 582,011 | -0.93 | 206,643 | 0.37 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 10,579 | -94.07 | 3,773 | -93.98 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 8,273 | -0.40 | 2,937 | 0.89 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 13,377 | -1.65 | 4,749 | -0.36 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 103,237 | -1.82 | 36,654 | -0.53 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 116,531 | 0.14 | 41 | 2.50 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 3,717 | -63.26 | 5,235 | 45.58 | ||||
| 2025-07-29 | 13F | 卢茨金融服务有限责任公司 | 754 | 3.29 | 268 | 4.71 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 695,173 | -0.59 | 246,821 | 0.72 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 6,174 | 51.58 | 2,192 | 53.61 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 32,114 | -0.44 | 11,402 | 0.87 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 19,945 | 3.34 | 7,081 | 4.69 | ||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 1,768 | 35.06 | 628 | 36.90 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 8,700 | 0.00 | 3,089 | 1.28 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 550,267 | 0.79 | 195,372 | 2.11 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 108,083 | -2.38 | 38,375 | -1.10 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 187,951 | 3.63 | 66,732 | 4.99 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 3,621 | 4.35 | 1,286 | 5.67 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 29,490 | 7.25 | 10,470 | 8.66 | ||||
| 2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 805 | -0.74 | 286 | 0.35 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 6,826 | 0.22 | 2,424 | 1.55 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 9,336 | 0.00 | 3,315 | 1.31 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 139,685 | 1.99 | 49,595 | 3.33 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 19,972 | 83.16 | 7,091 | 85.58 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 643 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Awm 资本有限公司 | 1,034 | -0.58 | 367 | 0.82 | ||||
| 2025-08-11 | 13F | GFI 投资顾问有限公司 | 247,995 | -0.71 | 88,051 | 0.59 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 1,395 | 0.07 | 495 | 1.43 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 27,394 | 13.32 | 9,726 | 14.82 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 66,258 | -3.51 | 23,525 | -2.25 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 663,356 | 3.24 | 235,525 | 4.59 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 12,020 | 104.63 | 4,268 | 107.34 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 14,284 | -6.14 | 5,072 | -4.91 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,627,484 | 1.04 | 577,838 | 2.36 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 1,342 | 3.55 | 476 | 4.85 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 1,401 | 0.00 | 498 | 1.43 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 9,400 | -54.59 | 3,337 | -54.00 | |||
| 2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 281,841 | 100,068 | ||||||
| 2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 4,166 | -6.19 | 1,479 | -4.95 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 2,278 | -62.42 | 809 | -61.96 | ||||
| 2025-08-14 | 13F | 金流资本管理有限公司 | 1,379 | 0.00 | 490 | 1.24 | ||||
| 2025-08-12 | 13F | 登打士合伙人律师事务所 | 175,029 | 0.00 | 62,144 | 1.31 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 28,601 | 9.31 | 10,445 | 10.05 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 10,989 | -2.27 | 3,902 | -0.99 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 772,655 | -1.44 | 274,331 | -0.14 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 193,999 | -9.73 | 68,869 | -8.55 | ||||
| 2025-08-20 | NP | MUNDX - Mundoval 基金 | 1,000 | 0.00 | 355 | 1.43 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 富达机构 AM 国际成长投资组合 1 级 | 10,998 | -1.12 | 3,800 | -0.05 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | Call | 20,000 | 7,101 | |||||
| 2025-08-14 | 13F | 对称投资有限公司 | 20,921 | 10.00 | 7,428 | 11.45 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 23,164 | -7.49 | 8,459 | -6.85 | ||||
| 2025-08-15 | 13F | 特鲁夫格有限公司 | 3,844 | 24.97 | 1,365 | 26.53 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 2,707,661 | 0.35 | 961,355 | 1.66 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 2,554 | 907 | ||||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 6,458 | 3.58 | 2,293 | 4.90 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,775 | -72.18 | 630 | -71.82 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 1,696 | 13.14 | 602 | 14.67 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 84,510 | -2.83 | 30 | 0.00 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | Put | 20,000 | 7,101 | |||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 1,387,546 | -10.92 | 492,719 | -9.76 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 730 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 656 | 233 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 25 | 9 | ||||||
| 2025-07-29 | 13F | 舒伯特公司 | 623 | 221 | ||||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 16,690 | -2.78 | 5,926 | -1.51 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 28,700 | -2.38 | 10,190 | -1.11 | ||||
| 2025-08-14 | 13F | 哈伯特基金顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | EDIAX - 伊顿万斯全球收益构建基金 A 级 | 4,000 | -41.65 | 1,382 | -41.02 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 303,621 | 1.72 | 104,901 | 2.82 | ||||
| 2025-06-17 | NP | MINVX - 麦迪逊投资者基金 Y 类投资者基金 | 46,105 | 0.00 | 15,929 | 1.09 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 34,239 | -3.50 | 12,156 | -2.24 | ||||
| 2025-07-17 | 13F | SFM有限责任公司 | 6,971 | -1.04 | 2,475 | 0.28 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 4,159 | 2.64 | 1,477 | 15.31 | ||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 732 | 0.00 | 260 | 1.17 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 7,456 | 2.94 | 2,647 | 4.29 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 8,317 | 0.00 | 2,874 | 1.09 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 685,461 | 31.61 | 240,510 | 41.37 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 41,240 | 14.03 | 15,060 | 14.81 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 14,960 | 1.92 | 5,312 | 3.25 | ||||
| 2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 19,621 | 122.18 | 6,966 | 125.15 | ||||
| 2025-07-29 | 13F | 斯普伦资本管理公司 | 3,857 | -6.25 | 1,369 | -5.00 | ||||
| 2025-07-14 | 13F/A | 寻求第一公司 | 2,850 | 0.64 | 1,012 | 1.92 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 54,582 | -0.42 | 19,379 | 0.89 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 40 | 0.00 | 14 | 0.00 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 10,054 | 4.95 | 3,570 | 6.32 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 9,295 | -2.54 | 3,300 | -1.26 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 212,276 | -1.89 | 75,369 | -0.61 | ||||
| 2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 88,367 | -0.48 | 32,271 | 0.20 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 9,666 | 3,432 | 5.31 | |||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 7,383 | 18.07 | 2,621 | 19.63 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 11,127 | 15.70 | 3,951 | 19.37 | ||||
| 2025-08-26 | NP | PRMTX - T. Rowe Price 通信与技术基金 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 | 467,400 | -30.80 | 165,950 | -29.89 | ||||
| 2025-08-05 | 13F | 沃什伯恩资本管理公司 | 10,159 | 0.53 | 3,607 | 1.86 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 5,000 | 0.00 | 1,775 | 1.31 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 516,330 | -1.61 | 183,217 | -0.34 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253,598 | 7.67 | 87,618 | 8.84 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 520,185 | 6.64 | 185 | 8.24 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 1,805 | 131.71 | 655 | 166.94 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 44,843 | 13.49 | 16,376 | 14.27 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 21,147 | 0.82 | 7,508 | 2.15 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 10,990 | -1.57 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 1,515 | 2.02 | 538 | 3.27 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 158,652 | 5.51 | 56,329 | 6.89 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 34,629 | -1.14 | 12,295 | 0.15 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 1,482 | 28.87 | 1 | |||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 20,263 | -80.17 | 7,194 | -79.91 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 348 | 2.96 | 124 | 4.24 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 23,490 | -1.28 | 8,340 | 0.01 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 19,910 | 0.42 | 7,069 | 2.54 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,472 | 878 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,300 | 817 | |||||
| 2025-08-19 | 13F | 财富集团有限公司 | 2,889 | -37.40 | 1 | 0.00 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 562 | 194 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 1,800 | 639 | |||||
| 2025-08-06 | 13F | 汉兰达合伙人有限合伙人 | 700 | 0.00 | 249 | 1.22 | ||||
| 2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 1,261 | 5.00 | 448 | 6.43 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 481 | -4.56 | 171 | -3.41 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 36,299 | -0.86 | 12,888 | 0.44 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 298 | 0.00 | 106 | 0.96 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 14,554 | -3.20 | 5,167 | -1.94 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 7,734 | -10.98 | 2,746 | -9.82 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 600 | 0.00 | 213 | 1.43 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 11,189 | -5.18 | 3,977 | -3.82 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 2,873 | 0.00 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 6,809 | 6.62 | 2,417 | 8.05 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 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 | 50,249 | 0.22 | 17,361 | 1.31 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 143,087 | -3.49 | 49,437 | -2.45 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 214 | -37.97 | 76 | -37.50 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 1,484 | -18.55 | 527 | -17.55 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 22,835 | -19.48 | 8,108 | -18.43 | ||||
| 2025-07-22 | 13F | 北角资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 560,389 | 111.27 | 198,966 | 114.04 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 11,060 | -0.13 | 3,927 | 1.19 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 109,660 | -0.51 | 38,935 | 0.79 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 44,095 | 9.43 | 15,656 | 10.86 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 10,805 | -0.25 | 3,836 | 1.05 | ||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 621 | -2.20 | 218 | 8.50 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 10,107 | 0.00 | 3,588 | 1.30 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 1,892 | 0.21 | 672 | 1.51 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 2,494 | 36.88 | 862 | 35.59 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 39,587 | -2.40 | 14 | 8.33 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 10,317 | 1.91 | 3,663 | 3.24 | ||||
| 2025-05-14 | 13F | 贝克博德有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 联合银行 | 5,365 | -26.38 | 1,905 | -25.42 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 483 | 4,730.00 | 167 | 8,200.00 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 569,247 | 23.82 | 202,111 | 25.44 | ||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 8,258 | -2.64 | 2,954 | 4.49 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 6,000 | 2,130 | |||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 987 | -3.89 | 351 | -2.51 | ||||
| 2025-08-07 | 13F | Timonier 家族办公室有限公司 | 1,231 | 0.00 | 437 | 1.39 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 2,853 | 40.82 | 1,013 | 42.54 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 2,010 | 3,920.00 | 714 | 4,094.12 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 55,885 | 2.24 | 19,842 | 3.58 | ||||
| 2025-05-14 | 13F | Lionshead 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 501,341 | -6.12 | 178,009 | -4.89 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 12,199 | 5.90 | 4,275 | 17.45 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 174,260 | -43.88 | 109,757 | -0.57 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 776 | 10.86 | 276 | 12.24 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 4,531 | 4.02 | 1,609 | 5.37 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 256,263 | -1.05 | 90,986 | 0.24 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 15,637 | 3.02 | 5,471 | 1.22 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 8,806 | -35.61 | 3,127 | -34.77 | ||||
| 2025-08-27 | NP | SENCX - Touchstone 大盘重点基金 A 类 | 282,293 | 0.00 | 100,228 | 1.31 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 9,076 | -8.20 | 3,222 | -6.99 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 11,432 | 2.88 | 4,059 | 4.21 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 39 | 69.57 | 13 | 85.71 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 8,201 | -8.07 | 2,912 | -6.88 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 14,574 | -0.97 | 5,174 | 0.33 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 7,801 | -56.37 | 2,770 | -55.81 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,327,398 | 2.62 | 804,116 | 3.73 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 3,230 | -62.45 | 1,147 | -61.98 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 5,064 | -1.17 | 1,798 | 0.11 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 31,121 | 14.08 | 11 | 22.22 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 459 | 200.00 | 163 | 205.66 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 2,384 | 127.05 | 847 | 129.89 | ||||
| 2025-05-21 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 28,273 | -2.41 | 9,909 | 8.23 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 10,058 | 3,571 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘核心 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,175 | 1.12 | 406 | 2.02 | ||||
| 2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 26,219 | -44.75 | 9,575 | -44.37 | ||||
| 2025-07-24 | 13F | 范德波尔投资有限责任公司 | 1,217 | -3.03 | 432 | -1.59 | ||||
| 2025-08-28 | NP | BITQ - Bitwise 加密行业创新者 ETF | 8,292 | 9.38 | 2,944 | 10.84 | ||||
| 2025-07-22 | 13F | 施瓦布慈善基金 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 464,948 | -2.02 | 165,080 | -0.74 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 3,906 | -4.43 | 1,387 | -3.21 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 196,793 | 67,992 | ||||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 6,731 | 15.73 | 2,351 | 16.44 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 2,282 | -0.31 | 810 | 1.00 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 6,723 | -1.75 | 2,387 | -0.46 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 4,640 | -2.21 | 1,648 | -0.90 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 116,023 | 1.80 | 41,194 | 3.13 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 2,882 | -1.60 | 1,023 | -0.29 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 2,491 | -3.60 | 884 | -2.32 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 569 | 202 | ||||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 17,112 | 0.85 | 6,076 | 2.17 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 26,100 | 9,018 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 14,506 | 8.08 | 5,150 | 9.50 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 81,620 | 0.20 | 28,979 | 1.52 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,134 | 403 | ||||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 242,141 | -13.33 | 85,972 | -12.20 | ||||
| 2025-06-27 | NP | DJD - 景顺道琼斯工业平均股息 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 | 11,980 | -20.16 | 4,139 | -19.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 26,375 | -20.61 | 9,364 | -19.57 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 1,458 | 34.88 | 518 | 36.77 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 15,663 | 8.24 | 5,561 | 9.66 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 3,196 | -4.05 | 1,135 | -2.83 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 510,483 | -2.02 | 181,247 | -0.74 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,909 | 36.65 | 39,701 | 38.13 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 31,197 | -59.00 | 11,076 | -58.46 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 31,608 | 0.51 | 11,222 | 1.83 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 7,254 | -1.92 | 2,568 | 3.84 | ||||
| 2025-07-22 | 13F | 人民银行 | 5,062 | 3.73 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 1,850 | 7.00 | 657 | 8.43 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 145,867 | 25.04 | 51,790 | 26.68 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 35,016 | -20.82 | 12,432 | -19.78 | ||||
| 2025-07-10 | 13F | 管理顾问有限责任公司 | 1,083 | -9.37 | 385 | -8.13 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 4,284 | -65.49 | 1,521 | -65.03 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 416 | 27.61 | 148 | 28.95 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 783 | 17.39 | 278 | 19.31 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,957 | -82.07 | 22,353 | -81.84 | ||||
| 2025-08-12 | 13F | Coalescent Partners 投资管理有限合伙人 | 70,000 | 8.03 | 24,854 | 9.45 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 26,849 | 9,805 | ||||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 44,697 | 0.00 | 15,443 | 1.08 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 201,719 | 0.51 | 71,620 | 1.83 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 16,274 | 40.43 | 5,943 | 41.40 | ||||
| 2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 744 | -0.40 | 264 | 1.15 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 18,615 | 379.15 | 6,609 | 385.60 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 5,340 | 0.00 | 1,871 | 10.91 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 93,500 | 4.35 | 33,197 | 5.72 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 9,990 | -0.35 | 3,547 | 0.94 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 870 | 5.45 | 309 | 8.07 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 61,145 | 106.13 | 21,710 | 131.56 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 270 | -29.69 | 93 | -29.01 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 9,741 | 22.53 | 3,366 | 23.85 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 3,296 | -2.49 | 1,170 | -1.18 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 8,515 | -4.06 | 3 | 0.00 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT Omega 成长基金 1 级 | 2,195 | -7.27 | 779 | -6.03 | ||||
| 2025-07-25 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 498,693 | 0.00 | 182,118 | 0.68 | ||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 925 | 338 | ||||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 200,120 | -12.50 | 71,053 | -11.36 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 597 | 0.00 | 212 | 0.96 | ||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 6,181 | -1.33 | 2,194 | 0.78 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,552 | -5.71 | 551 | -4.34 | ||||
| 2025-07-22 | 13F | 维康资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 2,345 | -2.90 | 833 | -1.65 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 3,375 | -2.15 | 1,198 | -0.83 | ||||
| 2025-08-12 | 13F | 马文和帕尔默联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 224,712 | -9.15 | 79,784 | -7.96 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 16,513 | -15.96 | 5,860 | -14.89 | ||||
| 2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 14,500 | 0.00 | 5,148 | 1.32 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | Call | 700 | 0.00 | 249 | 1.22 | |||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 10,394 | 4.25 | 3,796 | 4.95 | ||||
| 2025-07-22 | 13F | 约德财富管理公司 | 1,605 | 8.15 | 570 | 9.42 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 89,364 | 32.34 | 31,748 | 34.04 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,322,984 | 0.31 | 469,725 | 1.63 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 80,349 | -1.13 | 28,528 | 0.17 | ||||
| 2025-07-22 | 13F | 摩羯座基金管理有限公司 | 18,075 | -5.99 | 6,418 | -4.75 | ||||
| 2025-05-15 | 13F | 蓝云杉投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 101,434 | 18.82 | 36,014 | 20.38 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 9,017,859 | -2.16 | 3,201,791 | 99,026.63 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 692,971 | 3.04 | 246,039 | 4.39 | ||||
| 2025-07-25 | 13F | RoundAngle 顾问有限公司 | 5,137 | 1.60 | 1,824 | 2.94 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 54,980 | 2.65 | 19,521 | 15.33 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 867 | 40.29 | 308 | 42.13 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 10,100 | 8.60 | 3,586 | 10.03 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 3,684 | 571.04 | 1,308 | 599.47 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 12,000 | 26.32 | 4,261 | 27.97 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 2,040 | 25.00 | 724 | 26.80 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 1,039,172 | 19.76 | 372,917 | 22.63 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 4,815 | -37.93 | 1,710 | -37.12 | ||||
| 2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 1,139 | 26.84 | 405 | 28.66 | ||||
| 2025-08-06 | 13F | 金融替代公司 | 1,801 | 0.00 | 640 | 1.27 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 3,574 | 0.00 | 1,269 | 1.28 | ||||
| 2025-08-11 | 13F | 信托银行 | 26,220 | 2.30 | 9,309 | 3.64 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 6,006 | 57.97 | 2,075 | 59.74 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 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 | 24,440 | 0.00 | 8,444 | 1.09 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 1,205 | 6.35 | 428 | 7.83 | ||||
| 2025-08-14 | 13F | 洞察控股集团有限责任公司 | 15,300 | 5,432 | ||||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 340 | 121 | ||||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65 | 14.04 | 22 | 15.79 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 64,309 | -1.02 | 22,833 | 0.28 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 3,315 | -1.46 | 1,177 | -0.08 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,057 | -7.99 | 2,506 | -6.81 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 191,444 | 24.13 | 67,972 | 25.76 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 5,811 | 0.14 | 2,063 | 1.48 | ||||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 7,139 | -5.66 | 2,467 | -4.64 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 157 | 1.95 | 56 | 3.77 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 5,919 | -10.85 | 2,102 | -9.67 | ||||
| 2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 财务视角公司 | 1,353 | 0.00 | 480 | 1.27 | ||||
| 2025-08-07 | 13F | 第1620章 | 503 | 82.25 | 179 | 85.42 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 392,564 | 5.04 | 135,631 | 6.18 | ||||
| 2025-04-10 | 13F | 勇敢资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 81,858 | -13.43 | 29,064 | -12.30 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 8,885 | -2.20 | 3,155 | -0.91 | ||||
| 2025-08-26 | NP | WFSTX - 富国银行专业技术基金 A 类 | 31,763 | 0.00 | 11,277 | 1.31 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 220,417 | -2.73 | 80,494 | -2.07 | ||||
| 2025-07-24 | 13F | 康宁公司 | 23,019 | 0.00 | 8,173 | 1.30 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 4,224 | -6.57 | 1,500 | -90.54 | ||||
| 2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 616 | 219 | ||||||
| 2025-07-21 | 13F | 塞罗斯金融有限责任公司 | 785 | -2.24 | 279 | -1.07 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 113,147 | -2.09 | 40,173 | -0.80 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 54 | 19 | ||||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 20,518 | 1.41 | 7,285 | 2.74 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 2,107 | 27.93 | 748 | 29.64 | ||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 922 | -14.23 | 327 | -13.03 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 101,748 | 0.09 | 36,126 | 1.40 | ||||
| 2025-08-13 | 13F | 戴维斯资产管理有限合伙人 | 300,000 | 0.00 | 106,515 | 1.31 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 53,683 | 0.70 | 19,060 | 2.02 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 4,190 | 0.00 | 1,488 | 1.29 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 14,700 | 182.69 | 5,219 | 186.44 | |||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 1,309 | 12.26 | 465 | 13.73 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 5,554 | 0.00 | 1,919 | 1.05 | ||||
| 2025-07-17 | 13F | 米歇尔斯家族金融有限责任公司 | 2,425 | -2.02 | 861 | -0.81 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 70 | 25 | ||||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 626 | 0.00 | 222 | 1.37 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 2,260 | 79.37 | 802 | 81.86 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 20,427 | -1.99 | 7,253 | -0.71 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 198,142 | -4.64 | 72,359 | -3.99 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 4,674 | -0.17 | 1,660 | 1.16 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,406,729 | -8.18 | 499,459 | -6.97 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 100 | -94.44 | 0 | ||||
| 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 | 559,462 | -1.79 | 198,637 | 4.28 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 172,420 | 0.62 | 61,218 | 1.93 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 5,627 | -59.43 | 1,998 | -58.91 | ||||
| 2025-03-25 | NP | AOBLX - 先锋平衡 ESG 基金：A 类 | 26,961 | -2.03 | 9,215 | 15.53 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 11,660 | 1.74 | 4,140 | 3.06 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 4,846 | -2.12 | 1,721 | -0.86 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 22,810 | 14.43 | 7,881 | 15.66 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 23,843 | -0.28 | 8,465 | 1.03 | ||||
| 2025-07-21 | 13F | 雷尼兰德尔投资管理公司 | 1,173 | 0.00 | 416 | 1.22 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 5,189 | -40.64 | 1,842 | -39.86 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 22,583 | -2.14 | 8,018 | -0.85 | ||||
| 2025-08-13 | 13F | Vulcan 价值合作伙伴有限责任公司 | 668,397 | -25.90 | 245,076 | -22.45 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 2,955 | -0.94 | 1,049 | 0.38 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 1,630 | -2.98 | 579 | -1.70 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,212 | -2.96 | 430 | 4.38 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 920 | 100.00 | 327 | 102.48 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 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 | 903 | 611.02 | 312 | 623.26 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 140 | 0.00 | 50 | 0.00 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,437 | -49.89 | 865 | -49.24 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 平衡基金 | 2,541 | -1.78 | 902 | -0.44 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 11,690 | -5.06 | 4,075 | -3.46 | ||||
| 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 | 15,957 | -2.50 | 5,666 | -1.22 | ||||
| 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 | 39,754 | 23.38 | 13,735 | 24.72 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 89,327 | -0.08 | 31,716 | 1.23 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 1,224 | 3.99 | 435 | 5.34 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 36 | -14.29 | 13 | -7.69 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 108,122 | -2.87 | 38,389 | -1.60 | ||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 17,952 | -0.02 | 6,374 | 1.29 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 38,212 | -1.95 | 13,567 | -0.67 | ||||
| 2025-07-18 | 13F | JVL联营公司 | 1,036 | 50.14 | 368 | 52.28 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 9,653 | -0.87 | 3,427 | 0.44 | ||||
| 2025-04-21 | 13F | True Link 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 134 | 0.00 | 48 | 0.00 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 1,321 | 5.93 | 0 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 3,356 | 155.02 | 1,192 | 158.35 | ||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 14,271 | 0.85 | 5,067 | 2.16 | ||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 696 | 0.14 | 247 | 1.23 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 234,886 | -22.15 | 83,396 | -21.13 | ||||
| 2025-06-26 | NP | TECB - iShares 美国科技突破多部门 ETF | 41,993 | -3.44 | 14,509 | -2.40 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 30,302 | 10.83 | 10,759 | 12.27 | ||||
| 2025-08-27 | NP | 卡尔弗特管理系列 - 卡尔弗特全球股票基金 I 类 | 770 | -6.55 | 273 | -5.21 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 679 | 0.00 | 241 | 1.69 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 1,755 | 0.00 | 641 | 0.63 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 212,984 | -3.81 | 77,780 | -3.15 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 801 | 5.12 | 284 | 6.37 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 50,873 | -27.61 | 18,062 | -26.67 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 1,263 | 3.61 | 448 | 4.92 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 10,185 | 5.02 | 3,616 | 6.42 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 2,833 | -3.87 | 1,006 | -2.62 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 1,338 | -6.24 | 462 | -5.13 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 207,572 | 5.76 | 73,698 | 7.14 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 43,253 | 26.65 | 15,357 | 28.31 | ||||
| 2025-07-29 | 13F | 康威资本管理有限公司 | 5,385 | -15.66 | 1,912 | -14.57 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 684 | -15.56 | 243 | -14.13 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 40,462 | 0.00 | 14,366 | 1.31 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 1,875 | 94.30 | 657 | 116.12 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,735 | 616 | ||||||
| 2025-04-11 | 13F | 第一平权金融网络 | 5,618 | -0.30 | 1,969 | 10.50 | ||||
| 2025-07-16 | 13F | 荷兰咨询服务公司 | 824 | 0.00 | 293 | 1.39 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 84,858 | -4.90 | 30,129 | -3.66 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 35,063 | -22.13 | 12,449 | -21.10 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 124,417 | 25.22 | 42,522 | 20.40 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 12,170 | -0.02 | 4,321 | 1.29 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 597 | 213 | ||||||
| 2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 22,076 | -9.39 | 7,838 | -8.20 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 54,163 | 4.35 | 19,231 | 5.72 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 4,063 | 0.59 | 1,443 | 1.91 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 16,759 | -3.45 | 6 | -16.67 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 18,675 | 2.67 | 6,631 | 4.02 | ||||
| 2025-07-28 | 13F | 中科威金融集团 | 125 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 35,033 | 2.90 | 12,439 | 4.25 | ||||
| 2025-07-14 | 13F | 巴林金融有限责任公司 | 1,060 | -0.19 | 376 | 1.08 | ||||
| 2025-08-14 | 13F | 绝对合作伙伴 Gestao de Recursos Ltda | 9,339 | 23.29 | 3,316 | 24.91 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 54,512 | -4.74 | 19,907 | -4.09 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 268,552 | -9.50 | 95 | -7.77 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 2,831 | -37.92 | 1,005 | -37.11 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 5,415 | 151.39 | 1,923 | 154.91 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 797 | 33.72 | 283 | 35.41 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 6,619 | 11.56 | 2,417 | 12.37 | ||||
| 2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 155,000 | 0.00 | 53,552 | 1.08 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 724,144 | 1.52 | 257,107 | 2.85 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 6,326 | 1.56 | 2,246 | 2.89 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 867 | 317 | ||||||
| 2025-08-28 | NP | JEQIX - 约翰逊股票收益基金 | 39,300 | 0.00 | 13,953 | 1.31 | ||||
| 2025-08-14 | 13F | 狂热财富合作伙伴有限责任公司 | 847 | 301 | ||||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 2,321 | 0.56 | 824 | 1.98 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 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 | 93,400 | 11.19 | 34,109 | 11.95 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 10,372 | 11.24 | 3,788 | 12.01 | ||||
| 2025-08-15 | 13F | 富达 D & D 银行公司 | 793 | -2.46 | 282 | -1.06 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 5,153 | -0.58 | 1,830 | 0.72 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 6,581 | -0.27 | 2,337 | 116,700.00 | ||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,105 | -19.99 | 382 | -4.75 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 3,105,200 | 55.10 | 1,102,501 | 57.14 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 377,373 | 34.85 | 133,986 | 36.61 | ||||
| 2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,427 | -29.24 | 9,028 | -28.32 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 3,042,100 | 6.91 | 1,080,098 | 8.31 | |||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 407,369 | -0.55 | 144,636 | 0.75 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 166,276 | -1.29 | 59,036 | 0.00 | ||||
| 2025-04-09 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-04-21 | 13F | 奥戴尔集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 36,813 | -2.91 | 13,071 | -1.64 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 828 | 17.78 | 294 | 19.11 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 126,535 | -0.88 | 44,926 | 0.42 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 323,025 | 1.40 | 114,679 | 2.72 | ||||
| 2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 435,135 | -0.94 | 158,907 | -0.26 | ||||
| 2025-08-28 | NP | DIVO - Amplify CWP 增强型股息收入 ETF | 648,337 | 5.92 | 230,192 | 7.31 | ||||
| 2025-07-31 | 13F | BIP 联盟有限责任公司 | 1,275 | 2.49 | 453 | 3.91 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 71,334 | 0.38 | 25,327 | 1.69 | ||||
| 2025-07-22 | 13F | 遗产信托 | 35,132 | -5.14 | 12,474 | -3.90 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 21,607 | 3.49 | 7,672 | 4.84 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 31,011 | -1.01 | 1,980 | -4.16 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 16,157 | 8.14 | 5,737 | 9.55 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 3,245 | 0.00 | 1,152 | 1.32 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 29,431 | -0.03 | 10,449 | 1.28 | ||||
| 2025-07-25 | 13F | 阿克曼资本顾问有限公司 | 3,525 | 1.41 | 1,252 | 2.71 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 236 | 0.00 | 84 | 1.22 | ||||
| 2025-08-22 | NP | FDIG - 富达加密行业和数字支付 ETF | 7,199 | 5.33 | 2,556 | 6.72 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 201,790 | -7.52 | 71,646 | -6.30 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 45,262 | 4.58 | 15,638 | 5.72 | ||||
| 2025-07-23 | 13F | 米罗娃美国有限责任公司 | 825,940 | 3.68 | 293,250 | 5.04 | ||||
| 2025-06-25 | NP | SINAX - ClearBridge 大盘价值基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 150,168 | -2.47 | 51,883 | -1.41 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 4,846 | -2.12 | 1,721 | -0.86 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 484 | -90.67 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 975 | 8.09 | 346 | 9.49 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 2,762 | -8.27 | 981 | -7.11 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 116 | 41 | ||||||
| 2025-07-30 | NP | RFDA - RiverFront 动态美国股息优势 ETF | 3,224 | -6.93 | 1,177 | -6.29 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 177 | -29.48 | 63 | -28.74 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,253 | 11.87 | 800 | 13.33 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 14,918 | 0.24 | 5,297 | 1.55 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 536,000 | 83.56 | 190,307 | 85.97 | ||||
| 2025-04-29 | 13F | 并发投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 3,675 | 0.00 | 1,305 | 6.45 | ||||
| 2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 16,527 | -21.65 | 6,035 | -21.11 | ||||
| 2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 2,932 | 1.66 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 我的目的财富公司 | 613 | 208 | ||||||
| 2025-07-31 | 13F | Lountzis资产管理有限公司 | 970 | 0.00 | 344 | 5.20 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 28,110 | -0.27 | 9,980 | 1.04 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 966 | -0.82 | 343 | 0.29 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 5,789 | 2,055 | ||||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 27,531 | -1.22 | 9,775 | 0.07 | ||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 2,743 | 16.72 | 974 | 18.23 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 90,141 | -1.17 | 32,005 | 0.12 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 1,842 | 0.00 | 654 | 1.40 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 677,620 | 19.12 | 234,118 | 20.41 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 19,209 | -2.31 | 6,820 | -1.03 | ||||
| 2025-08-29 | NP | AMFEX - AAMA 股票基金 | 37,400 | 0.00 | 13,279 | 1.30 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,539 | -7.84 | 532 | -6.84 | ||||
| 2025-06-26 | NP | AGRFX - AB成长基金A类 | 191,751 | -10.62 | 66,250 | -9.65 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 231,510 | 5.15 | 82,198 | 6.52 | ||||
| 2025-07-22 | 13F | 真实财富管理有限公司 | 785 | 0.38 | 279 | 1.46 | ||||
| 2025-08-14 | NP | DFMAX - 戴维森多股股票基金 A 类 | 10,081 | -1.57 | 3,579 | -0.28 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 28,777 | -6.96 | 10,217 | -5.74 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 7,833 | 748.65 | 2,781 | 760.99 | ||||
| 2025-07-17 | 13F | 汉森联合金融集团有限公司 | 6,597 | 2,300 | ||||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 12,190 | 42.92 | 4,272 | 58.52 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 770 | -0.77 | 273 | 0.74 | ||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 54,143 | 9.86 | 19,223 | 11.30 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 30,017 | 1.00 | 10,658 | 2.32 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 1,535 | 12.37 | 545 | 14.02 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1,854 | 0.00 | 624 | -3.85 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 2,789,285 | -10.92 | 990,336 | 2.60 | ||||
| 2025-05-15 | 13F | 格雷厄姆资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 105,875 | 154.97 | 37,591 | 158.32 | ||||
| 2025-06-26 | NP | 贝莱德长期股票基金 - 贝莱德长期股票基金投资者 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 | 179,295 | -17.75 | 61,946 | -16.86 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 5,100 | 7.37 | 1,811 | 8.77 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | Call | 100 | 36 | |||||
| 2025-08-08 | 13F | 改善财务策略 | 2,864 | 6.19 | 1,017 | 7.51 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 97,030 | 1.54 | 34,451 | 2.86 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | Put | 100 | 36 | |||||
| 2025-08-14 | 13F | 芬史密斯投资服务有限公司 | 1,311,888 | -6.78 | 465,786 | -5.56 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 16,707 | 13.06 | 5,932 | 14.54 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 2,178 | -4.35 | 773 | -3.01 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 419,528 | 17.64 | 148,953 | 19.18 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 5,970 | -0.30 | 2,120 | 1.00 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 12,275 | -0.91 | 4,358 | 0.39 | ||||
| 2025-08-26 | NP | PXGOX - PAX GLOBAL OPPORTUNITIES FUND 机构级 | 7,566 | -19.87 | 2,686 | -18.83 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 10,195 | -4.48 | 3,620 | -3.24 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 6,717 | -7.83 | 2,385 | -6.66 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 103,900 | 41.94 | 35,897 | 43.48 | ||||
| 2025-08-29 | NP | BBLU - EA Bridgeway 蓝筹股 ETF | 31,794 | 14.61 | 11,288 | 16.11 | ||||
| 2025-07-31 | 13F | TSA 财富管理有限责任公司 | 628 | 223 | ||||||
| 2025-05-14 | 13F | Sellwood投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 7,260,321 | 1.65 | 2,577,777 | 2.98 | ||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 4,181 | 1,445 | ||||||
| 2025-07-21 | 13F | 大都会资本有限公司 | 127,726 | -19.33 | 45,349 | -18.28 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 4,020 | -1.28 | 1,427 | 0.00 | ||||
| 2025-08-13 | 13F | Allium 财务顾问有限公司 | 1,522 | 0.00 | 540 | 1.31 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 211,091 | -2.07 | 74,948 | -0.79 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 18,684 | -19.60 | 6,634 | -18.55 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81,240 | 0.00 | 29,467 | 15.12 | ||||
| 2025-05-15 | 13F | 永久资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 62,861 | -5.98 | 22,319 | -4.75 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 100,460 | 24.06 | 35,668 | 25.68 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 50,207 | -4.15 | 17,347 | -3.12 | ||||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 875 | -6.12 | 311 | -4.91 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 56,439 | 3.50 | 20,039 | 4.86 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,251 | 9.16 | 18,716 | 9.91 | ||||
| 2025-07-17 | 13F | 博斯曼财富管理有限责任公司 | 600 | -14.29 | 213 | -13.06 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 11,918 | -8.39 | 4,231 | -7.19 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 5,300 | -1.03 | 2 | 0.00 | ||||
| 2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 86,068 | -7.05 | 31,431 | -6.42 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 414,253 | -8.70 | 147,081 | -7.50 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 2,450 | 171.32 | 870 | 175.00 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 12,193 | 8.49 | 4,329 | 9.90 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 52,585 | 73.07 | 18,670 | 75.35 | ||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 31,766 | -10.44 | 11,279 | -9.27 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 68,646 | 8.06 | 24 | 9.09 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 14,152 | -27.48 | 5,025 | -26.53 | ||||
| 2025-07-08 | 13F | 红云杉资本有限责任公司 | 3,233 | -0.68 | 1,148 | 0.61 | ||||
| 2025-08-07 | 13F | 索林达资本管理有限公司 | 1,950 | 16.91 | 692 | 18.49 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 26,029 | -3.76 | 9,242 | -2.50 | ||||
| 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 | 4,268 | -11.21 | 1,515 | -10.04 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 258,217 | 6.04 | 72,063 | 13.67 | ||||
| 2025-06-25 | NP | SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类 | 192,381 | -5.91 | 66,468 | -4.89 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 29,991 | -2.01 | 10,648 | -0.73 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 18,317 | 1.80 | 6,503 | 3.14 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 11,115 | 12.47 | 4,059 | 13.25 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 1,603 | 0.00 | 569 | 1.43 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 专注升值投资组合 | 221,432 | -1.93 | 78,619 | -0.64 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 748 | -42.64 | 266 | -41.89 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 1,265 | 1.93 | 449 | 3.46 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 36,292 | 49.22 | 12,885 | 51.18 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - ClearBridge 激进增长投资组合 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 469,696 | -2.89 | 166,766 | -1.62 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 2,668,783 | 14.66 | 947,551 | 16.16 | ||||
| 2025-06-26 | NP | TEKX - SPDR Galaxy 变革性技术加速器 ETF | 166 | 57 | ||||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 716 | -1.65 | 254 | -0.39 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 2,511 | 0.00 | 892 | 1.83 | ||||
| 2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 3,710 | -3.89 | 1,317 | -2.59 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 1,700 | 0.00 | 1 | |||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 513,375 | -1.80 | 182,274 | -0.51 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 307,855 | 0.01 | 109,304 | 1.32 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 29 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 13,425 | -6.20 | 4,767 | -4.97 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 4,578 | 2,608.88 | 1,625 | 2,654.24 | ||||
| 2025-06-26 | NP | FVAL - 富达价值因子 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 | 46,841 | 0.72 | 16,184 | 1.81 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 1,991 | 0.00 | 707 | 1.29 | ||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 5,244 | -51.37 | 1,862 | -50.75 | ||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 255,112 | 17.53 | 90,578 | 19.07 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 136 | 21.43 | 48 | 23.08 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 2,777 | -6.69 | 986 | -5.47 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 40,275 | 5.89 | 14,299 | 7.28 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 2,441 | -28.02 | 867 | -27.10 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 13,657 | -6.41 | 4,849 | -5.16 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 41,163,421 | -3.57 | 14,615 | -2.30 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆道琼斯指数基金 (I) | 177,322 | -2.32 | 62,958 | -1.04 | ||||
| 2025-04-11 | 13F | 保障金融有限责任公司 | 1,573 | -5.30 | 551 | 5.15 | ||||
| 2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 645 | -2.12 | 231 | 10.00 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 90,867 | -29.24 | 31,395 | -28.48 | ||||
| 2025-08-11 | 13F | Paul R. Ried 金融集团有限责任公司 | 888 | 1.25 | 315 | 2.61 | ||||
| 2025-08-14 | 13F | 马什菲尔德联合公司 | 947,177 | 0.70 | 336,295 | 2.02 | ||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 2,520 | 0.00 | 895 | 1.25 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 985 | -1.40 | 350 | -0.29 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 8,969 | 0.13 | 3,184 | 1.43 | ||||
| 2025-08-13 | 13F | Ycg有限公司 | 64,443 | 0.21 | 22,881 | 1.53 | ||||
| 2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 3,432 | -15.22 | 1,186 | -14.32 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -9,271 | -3,292 | |||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 20,161 | 9.67 | 7,363 | 10.41 | ||||
| 2025-08-14 | 13F | 斯特恩律师事务所 | 14,057 | 4.37 | 4,970 | 5.30 | ||||
| 2025-08-14 | 13F | 航行者全球管理有限公司 | 635,000 | 111.67 | 225,457 | 114.44 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 128,816 | -2.69 | 45,736 | -1.41 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 4,842 | -14.83 | 1,768 | -14.26 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 39,298 | -2.56 | 13,953 | -1.29 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 53,570 | -1.57 | 19,020 | -0.28 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 12,696 | -0.14 | 4,508 | 1.17 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 4,696 | -9.38 | 1,667 | -8.20 | ||||
| 2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 17,021 | 2.38 | 6,043 | 3.72 | ||||
| 2025-07-24 | NP | FCAJX - 富达气候行动基金 富达顾问气候行动基金：A 类 | 2,141 | -4.16 | 782 | -3.58 | ||||
| 2025-08-14 | 13F | 希尔特尔卡拉汉有限公司 | 928 | -23.05 | 329 | -22.04 | ||||
| 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 | 38,297 | 5.59 | 13,597 | 6.97 | ||||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 1,688,703 | -3.05 | 616,697 | -2.38 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 544,783 | 19.68 | 193 | 21.38 | ||||
| 2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 8,971 | 14.97 | 3,185 | 16.50 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 70,460 | 102.98 | 12,508 | 1.38 | ||||
| 2025-07-24 | 13F | 布莱恩特·伍兹投资顾问有限责任公司 | 677 | -1.60 | 240 | -0.41 | ||||
| 2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 911 | -0.22 | 323 | 1.25 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 9,614 | 72.36 | 3,414 | 74.58 | ||||
| 2025-08-14 | 13F | Xponance公司 | 433,108 | 1.73 | 153,775 | 3.06 | ||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 18,623 | -56.83 | 7 | -53.85 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 12,557 | -0.33 | 4,401 | -0.34 | ||||
| 2025-07-25 | 13F | 标准 Caixa、Sau | 69,398 | 20.32 | 24,640 | 21.90 | ||||
| 2025-05-30 | NP | GILIX - NAA 大型核心基金 机构类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 11,487 | 22.32 | 4,078 | 23.91 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 11,372 | -2.52 | 4,038 | -1.25 | ||||
| 2025-07-16 | 13F | 斯蒂尔沃特资本顾问有限公司 | 60,770 | -0.34 | 21,576 | 0.97 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 5,180 | -2.67 | 1,839 | -1.39 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 14,528 | -8.28 | 5,158 | -7.08 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 6,861 | -3.50 | 2,436 | -2.21 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 1,380 | -0.43 | 490 | 1.03 | ||||
| 2025-08-26 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 45,846 | 0.00 | 16,278 | 1.31 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 1,145,508 | -1.57 | 406,713 | -0.28 | ||||
| 2025-08-14 | 13F | Palestra资本管理有限责任公司 | 308,278 | -3.67 | 109,454 | -2.41 | ||||
| 2025-06-26 | NP | Spdr 道琼斯工业平均指数 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 | 5,523,496 | 5.89 | 1,908,368 | 7.04 | ||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 10,284 | -7.13 | 3,651 | -5.90 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 26,777 | -11.55 | 9,507 | -10.39 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 伽利略投资办公室有限责任公司 | 4,351 | 0.00 | 1,545 | 1.31 | ||||
| 2025-07-28 | 13F | 大象马克B | 1,975 | -0.50 | 701 | 0.86 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 7,824 | 5.20 | 2,778 | 6.56 | ||||
| 2025-07-28 | 13F | 达世币收购公司 | 75,429 | 0.02 | 26,799 | -0.22 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 1,450 | -65.49 | 515 | -65.08 | ||||
| 2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 李氏金融公司 | 2,783 | -4.66 | 988 | -3.33 | ||||
| 2025-07-15 | 13F | 萨拉湾金融公司 | 973 | -2.99 | 345 | 0.58 | ||||
| 2025-08-14 | 13F | 公共投资基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 5,082 | -3.44 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 27,643 | 0.08 | 9,814 | 1.39 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,591 | -56.21 | 1,630 | -55.63 | ||||
| 2025-07-28 | NP | UYG - ProShares Ultra 金融 | 147,421 | -3.42 | 53,837 | -2.76 | ||||
| 2025-07-28 | 13F | 纳德勒金融集团公司 | 2,543 | -6.20 | 903 | -5.05 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 3,781 | -4.04 | 1,342 | -2.75 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 45,916 | 15.30 | 16,302 | 16.81 | ||||
| 2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,090 | -6.59 | 2,450 | -5.59 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 356,203 | 0.26 | 126,470 | 1.57 | ||||
| 2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 1,747 | 0.29 | 620 | 3.16 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 1,155 | 412 | ||||||
| 2025-08-07 | 13F | 阿米卡互助保险公司 | 46,181 | -6.26 | 16 | -5.88 | ||||
| 2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 7,444 | 0.15 | 2,643 | 1.46 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 2,664 | 2.19 | 946 | 3.50 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 31,002 | -19.80 | 10,711 | -18.94 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 25,885 | -26.05 | 8,943 | -25.25 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 765 | 3.94 | 272 | 5.45 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 16,869 | 40.65 | 5,828 | 42.18 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 18,246 | 1.90 | 6,478 | 3.25 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 879 | -3.30 | 312 | -1.89 | ||||
| 2025-08-14 | 13F | 沃特福德顾问有限责任公司 | 20,908 | 1,533.44 | 454 | 1.34 | ||||
| 2025-08-14 | 13F | 诺尔资本管理有限责任公司 | 4,850 | 0.00 | 1,722 | 1.29 | ||||
| 2025-05-15 | 13F | 未来资产证券（美国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 道奇考克斯 | 859 | -10.43 | 305 | -9.52 | ||||
| 2025-05-15 | 13F | 未来资产证券（美国）有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-29 | NP | JLFSX - 全球气候行动基金 - I 类 | 682 | -12.79 | 242 | -11.68 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 38,825 | 0.39 | 13,785 | 1.70 | ||||
| 2025-03-26 | NP | MVSRX - Mar Vista 战略增长基金退休股票 | 4,145 | -28.37 | 1,417 | -15.56 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 1,000 | 5.26 | 355 | 6.93 | ||||
| 2025-07-14 | 13F | 麦克马洪财务顾问有限责任公司 | 714 | -39.34 | 254 | -38.59 | ||||
| 2025-07-23 | 13F | 理查森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾姆斯国民公司 | 1,999 | -3.62 | 710 | -2.34 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 724,400 | 273.02 | 257,198 | 277.90 | |||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 20,724 | -5.00 | 7,358 | -3.75 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 941,500 | 49.21 | 334,280 | 51.16 | |||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 2,805 | 1.67 | 996 | 7.68 | ||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 6,281 | 1.19 | 2,230 | 2.53 | ||||
| 2025-07-21 | 13F | 语法研究公司 | 1,270 | 0.08 | 451 | 1.35 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 132,354 | -0.21 | 46,992 | 1.09 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 279,241 | 670.85 | 99,145 | 680.97 | ||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 2,918 | -32.89 | 1,036 | -31.98 | ||||
| 2025-08-15 | 13F | 高瀑布顾问公司 | 6,337 | 0.73 | 2,250 | 2.09 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 1,494 | 40.41 | 531 | 42.47 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 588 | -5.31 | 209 | -4.15 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 32,742 | 1.29 | 11,625 | 2.60 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 36,000 | 0.00 | 12,782 | 1.31 | ||||
| 2025-08-04 | 13F | 柯维资本顾问有限公司 | 23,222 | 0.00 | 8,245 | 1.30 | ||||
| 2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 3,863 | -59.54 | 1,372 | -58.73 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 84,846 | -0.07 | 30,124 | 1.24 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 4,891 | -2.67 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 5,216,800 | 6.96 | 1,852,225 | 8.36 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 3,861 | 5.20 | 1,369 | 11.86 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 13,102 | 1.31 | 4,652 | 2.63 | ||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 1,070 | -34.99 | 380 | -34.20 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 21,285,339 | 0.50 | 7,554,865 | 1.82 | ||||
| 2025-08-26 | NP | GCECX - AB 全球核心股票投资组合 C 类 | 134,925 | 0.00 | 47,905 | 0.00 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 95,000 | 0.00 | 33,730 | 1.31 | ||||
| 2025-08-26 | NP | DFDPX - DF Dent Premier 成长基金 | 36,992 | 0.00 | 13,134 | 1.31 | ||||
| 2025-08-14 | 13F | Matrix私人资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 176,734 | 2.83 | 63 | 3.33 | ||||
| 2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 14,867 | -3.12 | 5,279 | -1.86 | ||||
| 2025-08-13 | 13F | Saiph资本有限责任公司 | 5,135 | 55.70 | 1,823 | 57.84 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 80,734 | 0.00 | 29 | 0.00 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 612,600 | 1.66 | 217,504 | 2.99 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 7,865 | 0.43 | 2,792 | 1.75 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 6,064 | -17.75 | 2,153 | -16.68 | ||||
| 2025-07-28 | 13F | Nexus 投资管理 ULC | 58,376 | 0.24 | 20,726 | -29.40 | ||||
| 2025-07-29 | 13F | APCM 个人财富管理 | 1,002 | 356 | ||||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 64,301 | -7.69 | 22,830 | -6.48 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 1,168 | 2.19 | 415 | 3.50 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 837,218 | 1.54 | 297,606 | 4.22 | ||||
| 2025-08-27 | NP | ARTHX - Artisan 全球股票基金投资者股票 | 13,893 | 12.37 | 4,933 | 13.82 | ||||
| 2025-05-07 | 13F | 晨星投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 57 | 23.91 | 20 | 25.00 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS Capital Growth VIP A 级 | 42,185 | -3.98 | 14,978 | -2.73 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 25,226 | -3.76 | 8,956 | -2.50 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 22,485 | 1,285.40 | 7,983 | 1,305.46 | ||||
| 2025-07-17 | 13F | 劳特巴赫财务顾问有限责任公司 | 596 | 0.00 | 212 | 1.44 | ||||
| 2025-07-22 | 13F | 威尔斯特雷卡索金融集团有限责任公司 | 30,787 | 1.80 | 10,930 | 3.13 | ||||
| 2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 35,036 | -0.24 | 12,440 | 1.06 | ||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 4,484 | -2.48 | 1,549 | -1.40 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 222,573 | -1.37 | 79,024 | -0.08 | ||||
| 2025-08-12 | 13F | 维纳管理有限责任公司 | 101,115 | -0.73 | 35,901 | 0.57 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 27,028 | -9.48 | 9,870 | -8.86 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,252 | 8.24 | 1,815 | 9.41 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 4,804 | 1.18 | 1,706 | 2.53 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 10,429 | 0.11 | 3,703 | 1.40 | ||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 4,932 | 0.02 | 1,751 | 1.33 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 37,601 | 2.84 | 13,350 | 4.19 | ||||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 145 | -16.18 | 0 | |||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 517,758 | -31.66 | 183,830 | -30.76 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 19,940 | 10.00 | 7,282 | 10.74 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 295,517 | -23.10 | 104,191 | -22.11 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 59,491 | 4.93 | 21,122 | 6.31 | ||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 360,884 | -8.27 | 124,685 | -7.28 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 99,370 | -4.32 | 35,281 | -3.06 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,201 | 8.00 | 24,254 | 9.17 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | Put | 200 | 100.00 | 0 | ||||
| 2025-07-18 | 13F | 东北金融集团有限公司 | 2,961 | 4.33 | 1,052 | 5.73 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 259,803 | -5.16 | 92,243 | -3.92 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 20,630 | 8.28 | 7,325 | 9.71 | ||||
| 2025-07-22 | NP | RIVBX - Riverbridge 成长基金机构级 | 11,404 | -2.91 | 4,165 | -2.25 | ||||
| 2025-08-14 | 13F | 财富的力量 | 2,245 | 0.00 | 797 | 1.40 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 2,533,080 | -11.97 | 899,370 | -10.82 | ||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 36,190 | 6.59 | 12,849 | 7.99 | ||||
| 2025-08-14 | 13F | 新港资本集团有限责任公司 | 2,024 | -2.79 | 719 | -1.51 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 39,751 | -2.07 | 13,734 | -1.02 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 263,027 | -2.61 | 93,388 | -1.34 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 1,292 | 27.29 | 459 | 29.01 | ||||
| 2025-07-30 | 13F | 加冕基金管理有限公司 | 12,082 | -51.52 | 4,290 | -50.89 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 43,664 | 6.59 | 15,628 | 8.85 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 37,120 | 4.55 | 13,179 | 5.91 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 9,911 | -1.59 | 3,519 | -0.31 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 254,527 | -1.71 | 90,370 | -0.42 | ||||
| 2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 5,805 | 5.22 | 2,120 | 5.90 | ||||
| 2025-06-25 | NP | JSPJX - 杰克逊广场大盘成长基金投资者类别 | 23,580 | -6.12 | 8,147 | -5.11 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 12,897 | -57.20 | 4,579 | -56.64 | ||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 7,479 | -20.51 | 3 | -33.33 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 886 | 5.60 | 315 | 6.80 | ||||
| 2025-07-30 | 13F | 福格尔资本管理公司 | 769 | 273 | ||||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 15,037 | -67.19 | 5,339 | -66.77 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 10,997 | -10.11 | 3,905 | -8.93 | ||||
| 2025-04-15 | 13F | 尊贵财富管理 PBC | 856 | 0.00 | 300 | 10.74 | ||||
| 2025-07-17 | 13F | 遗产投资集团有限公司 | 1,340 | 0.00 | 476 | 1.28 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 10,183 | 4.22 | 3,616 | 5.58 | ||||
| 2025-05-14 | 13F | 蒙特利私人财富公司 | 4,872 | -1.34 | 1,708 | 9.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 52,638 | -11.48 | 18,689 | -10.32 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 599,527 | 1.62 | 212,862 | 2.95 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 138,066 | -10.41 | 49,020 | -9.24 | ||||
| 2025-07-29 | NP | LSAGX - Loomis Sayles 全球增长基金 A 类 | 14,190 | 16.36 | 5,182 | 17.16 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 25,674 | -1.48 | 9,116 | -0.20 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 10,912 | -4.52 | 3,874 | -3.27 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 877 | 0.00 | 320 | 0.63 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 4,453 | 10.99 | 1,581 | 12.38 | ||||
| 2025-07-30 | 13F | 契约伙伴有限责任公司 | 5,122 | 0.00 | 1,819 | 1.28 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 23,689 | 8,411 | ||||||
| 2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 2,399,579 | 0.00 | 851,971 | 1.31 | ||||
| 2025-08-07 | 13F | 全景投资顾问有限公司 | 602 | -2.75 | 214 | -1.39 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,143,443 | -16.13 | 740,560 | -15.22 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 121,008 | 0.97 | 41,808 | 2.07 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 27,506 | 4.16 | 9,766 | 5.52 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 9,758 | 0.28 | 3,465 | 1.58 | ||||
| 2025-08-14 | 13F | Navigoe 有限责任公司 | 170 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 塞尔公司 | 24,555 | 0.00 | 8,718 | 1.31 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 普通股基金 - I 类 | 16,711 | 0.00 | 5,933 | 1.31 | ||||
| 2025-07-25 | NP | ABPAX - AB 保守财富策略 A 级 | 5,849 | 12.09 | 2,136 | 12.84 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 58,983 | -2.64 | 20,942 | -1.36 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 19,134 | 55.21 | 6,794 | 57.25 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 41,058 | -2.46 | 14,578 | -1.19 | ||||
| 2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 825,886 | -4.72 | 293,231 | -3.47 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 45,503 | 0.60 | 15,721 | 1.69 | ||||
| 2025-08-08 | 13F | 财富信托资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 蒂尔伍德资产管理公司 | 5,676 | -3.32 | 2 | 0.00 | ||||
| 2025-06-26 | NP | HGOAX - 哈特福德成长机会基金 A 类 | 422,747 | -22.88 | 146,059 | -22.05 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 25,710 | 40.39 | 9 | 50.00 | ||||
| 2025-08-05 | 13F | 弗林·齐托资本管理有限公司 | 3,191 | -4.80 | 1,133 | -3.58 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 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 | 2,738 | -3.59 | 936 | 13.61 | ||||
| 2025-07-29 | 13F | 阿里斯顿服务集团 | 1,042 | 0.00 | 370 | 1.10 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 10,271 | 3,647 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 38,434 | 27.04 | 13,646 | 28.71 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 60,900 | 22.29 | 22,240 | 23.13 | ||||
| 2025-08-06 | 13F | 南州公司 | 175,146 | -2.69 | 62,186 | -1.96 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 1,086,560 | -9.63 | 385,821 | -8.40 | ||||
| 2025-07-28 | 13F | 贝克博耶国家银行 | 1,250 | 0.00 | 444 | 1.14 | ||||
| 2025-08-06 | 13F | 南州公司 | Put | 320 | ||||||
| 2025-08-28 | NP | RSIFX - 胜利RS科技基金A类 | 12,050 | 18.14 | 4,278 | 19.70 | ||||
| 2025-08-13 | 13F | Wrenne 财务规划有限责任公司 | 617 | 1.98 | 219 | 3.30 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 7,289 | 0.66 | 2,588 | 1.97 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 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 | 3,818,280 | 0.42 | 1,319,216 | 1.51 | ||||
| 2025-08-27 | NP | APDWX - Artisan 价值收益基金顾问股票 | 642 | -13.48 | 228 | -12.69 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 50,918 | -0.93 | 18,078 | 0.37 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 23,310 | 117.95 | 8,169 | 141.76 | ||||
| 2025-07-21 | 13F | 卡塔利娜资本集团有限责任公司 | 1,546 | -29.85 | 549 | -29.02 | ||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 4,549 | 6.73 | 1,615 | 8.17 | ||||
| 2025-08-11 | 13F | 精英金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 12,807 | 24.03 | 4,547 | 25.68 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 30,908 | 11.15 | 10,974 | 12.60 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,371 | -2.42 | 474 | -1.46 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 24,307 | 2.13 | 8,398 | 3.25 | ||||
| 2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 9,558 | -0.76 | 3,393 | 0.53 | ||||
| 2025-08-18 | 13F | V2金融集团有限责任公司 | 700 | 0.00 | 249 | 1.22 | ||||
| 2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 2,427 | 862 | ||||||
| 2025-08-13 | 13F | 丹卡金融 | 216,687 | 18.56 | 76,935 | 20.11 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 19,746 | -0.30 | 7,011 | 0.99 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 11,997 | 7.28 | 4,260 | 8.68 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 5,301 | -0.24 | 1,882 | 1.07 | ||||
| 2025-05-27 | NP | MFRFX - MFS研究基金A | 733,853 | -5.21 | 257,186 | 5.11 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 5,043 | 0.08 | 1,791 | 1.13 | ||||
| 2025-07-17 | 13F | 拉扎里资本管理公司 | 5,789 | -0.62 | 2,056 | 0.69 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 15,684 | 1.12 | 5,569 | 2.45 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 4,305 | 2.01 | 1,529 | 3.38 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 2,071,053 | 1.68 | 735,328 | 3.02 | ||||
| 2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 4,600 | -17.86 | 1,589 | -16.98 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 600 | 213 | ||||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 417 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | 金融洞察公司 | 2,604 | 2.84 | 925 | 4.17 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 156,137 | 0.23 | 55 | 1.85 | ||||
| 2025-07-28 | 13F | 肯农格林公司有限责任公司 | 10,468 | -1.59 | 3,721 | -0.16 | ||||
| 2025-08-26 | NP | GDMYX - 机构防御性市场策略基金 | 32,461 | 0.00 | 11,525 | 1.31 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 494,164 | -0.17 | 174,893 | 1.19 | ||||
| 2025-07-17 | 13F | 奥弗布鲁克管理公司 | 64,373 | 2.35 | 22,856 | 3.69 | ||||
| 2025-08-06 | 13F | C环球集团控股公司 | 1,880,185 | -14.94 | 668 | -13.82 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 2,340 | 2.14 | 830 | 3.37 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 2,640 | 3.81 | 937 | 5.16 | ||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 40 | 0.00 | 14 | 0.00 | ||||
| 2025-07-09 | 13F | 林肯资本公司 | 652 | -3.83 | 232 | -2.53 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 1,290,261 | -5.72 | 458,107 | -4.49 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 3,795 | 108.40 | 1,348 | 111.13 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 697,867 | -0.34 | 247,778 | 0.96 | ||||
| 2025-04-22 | 13F/A | 诺斯罗克合伙人有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | 百达北美顾问公司 | 59,810 | -6.75 | 21,236 | -5.53 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 8,806 | 0.01 | 3,127 | 1.33 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 46,933 | -6.48 | 16,664 | -5.26 | ||||
| 2025-07-25 | NP | PBCKX - 蓝筹基金机构类 | 1,415,619 | -6.32 | 516,970 | -5.68 | ||||
| 2025-08-27 | NP | TSAGX - Touchstone 大公司成长基金 A 类 | 13,414 | 0.00 | 4,763 | 1.30 | ||||
| 2025-07-29 | NP | PFSAX - PGIM Jennison 金融服务基金 A 类 | 30,098 | -11.48 | 10,991 | -10.88 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 25,328 | -42.18 | 8,993 | -35.05 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 6,118 | 44.02 | 2,114 | 45.62 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 206,779 | 1.63 | 73,415 | 2.96 | ||||
| 2025-08-18 | 13F | 布里克和凯尔合伙人 | 18,060 | 2.07 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 17 资本合伙公司 | 1,228 | 0.00 | 436 | 1.40 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 1,588 | 7.52 | 564 | 8.90 | ||||
| 2025-08-13 | 13F | 安南代尔资本有限责任公司 | 12,178 | 0.00 | 4 | 0.00 | ||||
| 2025-06-26 | NP | KCGIX - 哥伦布骑士大盘成长基金 I 股 | 15,053 | 87.86 | 5,201 | 89.92 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 8,453,073 | -24.00 | 3,001,264 | -23.01 | ||||
| 2025-04-10 | 13F | 更好的资金决策有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安比银行 | 18,544 | -6.25 | 6,584 | -5.02 | ||||
| 2025-07-09 | 13F | 防波堤投资管理 | 54 | 0.00 | 19 | 5.56 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 17,563 | 41.19 | 6,236 | 43.04 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 2,178 | 178.52 | 773 | 183.15 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 13,315 | -74.48 | 4,551 | -62.52 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 38,085 | -6.31 | 13,522 | -5.08 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 262 | 26.57 | 93 | 29.17 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,571 | -48.93 | 913 | -48.30 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 141,260 | 13.05 | 48,805 | 14.27 | ||||
| 2025-06-26 | NP | Voya 优惠利率信托 | Short | -2,642 | -0.00 | -913 | 1.00 | |||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 840 | 26.70 | 290 | 28.32 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 861 | 17.14 | 305 | 18.29 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 1,216,016 | 17.41 | 431,746 | 18.95 | ||||
| 2025-08-26 | NP | TTEQ-T. Rowe Price 科技 ETF | 2,809 | 34.53 | 997 | 36.39 | ||||
| 2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 6,129 | 0.00 | 2,176 | 1.35 | ||||
| 2025-08-01 | 13F | 帕萨迪纳私人财富有限责任公司 | 1,085 | 0.00 | 385 | 1.32 | ||||
| 2025-08-27 | NP | 自由全明星股票基金 | 102,887 | -7.59 | 36,530 | -6.38 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 8,824 | 12.85 | 3,133 | 14.31 | ||||
| 2025-05-16 | 13F | CTC有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 1,860 | 0.81 | 661 | 2.17 | ||||
| 2025-07-17 | 13F | 白松投资公司 | 676 | 0.15 | 0 | |||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 16,345 | 0.18 | 5,803 | 1.50 | ||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 3,220 | 10.24 | 1,143 | 11.73 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 18,999 | 1.78 | 6,746 | 3.12 | ||||
| 2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 16,589 | -0.65 | 6,058 | 0.03 | ||||
| 2025-07-31 | 13F | 达顿财富集团公司 | 1,446 | -1.03 | 513 | 0.20 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 41,015 | -7.82 | 14,562 | -6.61 | ||||
| 2025-08-25 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 98,267 | -39.79 | 34,890 | -39.00 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,200,856 | 73.10 | 438,541 | 74.29 | ||||
| 2025-08-14 | 13F | 蓝洞资本有限责任公司 | 83,694 | 174.50 | 29,716 | 178.10 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 22,784 | 2.97 | 8,089 | 4.32 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 88,620 | -3.81 | 31,465 | -2.55 | ||||
| 2025-08-01 | 13F | 卫斯理保险公司 | 66,290 | -0.44 | 24 | 0.00 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 1,233 | -11.49 | ||||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 2,254 | -1.62 | 823 | -0.84 | ||||
| 2025-08-26 | NP | BGRWX - BARRETT GROWTH FUND 零售类 | 3,450 | -12.66 | 1,225 | -11.56 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 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 | 174,548 | 2,211.28 | 60,306 | 2,906.28 | ||||
| 2025-06-26 | NP | FLVCX - 富达杠杆公司股票基金 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 | 148,700 | 0.00 | 51,376 | 1.08 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 17,524 | 1.68 | 6,222 | 3.01 | ||||
| 2025-06-26 | NP | ETF 机会信托 - REX 加密股票溢价收入 ETF | 4,918 | 141.20 | 1,699 | 144.11 | ||||
| 2025-07-09 | 13F | 索耶公司 | 20,606 | -0.46 | 7 | 0.00 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 69,613 | -3.01 | 24,716 | -1.74 | ||||
| 2025-08-15 | 13F | 蒙塔格考德威尔有限公司 | 55,278 | -2.58 | 19,626 | -1.30 | ||||
| 2025-08-05 | NP | HNASX - 成长基金 | 32,182 | 0.27 | 11,426 | 1.58 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 65,666 | 0.96 | 23,315 | 2.28 | ||||
| 2025-08-07 | 13F | 高斯资本有限责任公司 | 31,903 | -2.25 | 11,327 | -0.97 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 17,815 | 2.59 | 6,155 | 3.71 | ||||
| 2025-04-23 | 13F | 蓝球顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 忠利通用养老金公司 | 50,118 | 149.12 | 17,794 | 152.40 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 101,424 | 3.87 | 35,042 | 4.99 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 6,072 | -4.24 | 2,156 | -3.02 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 39,031 | -0.64 | 13,858 | 0.66 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 25,705 | -3.89 | 9,126 | -2.64 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 264,702 | -3.53 | 93,982 | -2.27 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 87 | 31 | ||||||
| 2025-08-08 | 13F | JFG 财富管理有限责任公司 | 1,018 | 0.00 | 361 | 1.40 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 11,354 | -0.12 | 4 | 33.33 | ||||
| 2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 4,928 | 0.02 | 1,727 | 10.92 | ||||
| 2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 2,793 | 7.05 | 992 | 8.42 | ||||
| 2025-07-30 | 13F | 道德公司 | 172,115 | 5.67 | 60,001 | 6.36 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 167 | -90.82 | 59 | -90.74 | ||||
| 2025-07-28 | NP | LBAY - 棱皮龟多/空另类收益 ETF | 3,883 | -5.55 | 1,418 | -4.90 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 1,288 | -0.16 | 457 | 1.11 | ||||
| 2025-07-30 | 13F | 克鲁恩及合伙人有限公司 | 1,699 | 5.92 | 603 | 7.30 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 4,153 | -8.34 | 1,475 | -7.12 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 5,264 | -10.46 | 1,869 | -9.27 | ||||
| 2025-08-14 | 13F | 两溪资本管理有限合伙人 | 230,958 | -25.66 | 82,002 | -24.69 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 288,552 | 1.88 | 102,450 | 3.21 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 374,825 | 9.87 | 136,882 | 10.63 | ||||
| 2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 7,662 | 8.60 | 2,720 | 11.61 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 4,041 | 6.96 | 1,435 | 8.31 | ||||
| 2025-08-11 | 13F | 无畏财务规划集团有限责任公司 | 10,304 | -7.32 | 3,658 | -6.11 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 38,662 | -29.14 | 13,727 | -28.22 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 460 | 6.98 | 159 | 8.22 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 472,512 | -12.29 | 167,765 | -11.14 | ||||
| 2025-08-26 | NP | PGWAX - AllianzGI 重点增长基金 A | 217,198 | 15.27 | 77,116 | 16.78 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 4,265 | -8.67 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 511,697 | -6.68 | 181,678 | -5.46 | ||||
| 2025-06-25 | NP | POLRX - Polen 成长基金投资者类别 | 1,077,640 | -6.51 | 372,325 | -5.49 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 161,068 | -1.05 | 57,187 | 0.25 | ||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 3,958 | 0.33 | 1,405 | 1.66 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 18,942 | 4.93 | 6,725 | 6.31 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 2,913 | 0.66 | 1,034 | 1.97 | ||||
| 2025-08-25 | NP | 美国基金保险系列-全球成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 311,603 | 0.00 | 110,635 | 1.31 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 43,856 | -0.63 | 15,571 | 0.68 | ||||
| 2025-07-15 | 13F | 伊顿金融控股有限公司 | 2,757 | -27.77 | 979 | -26.85 | ||||
| 2025-08-12 | 13F | 蓝图投资伙伴有限责任公司 | 7,993 | -26.44 | 2,838 | -25.50 | ||||
| 2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 3,876 | -1.10 | 1,376 | 0.15 | ||||
| 2025-07-30 | 13F | 黑钻石金融有限责任公司 | 1,879 | -8.25 | 667 | -6.97 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 101,370 | -25.27 | 35,991 | -24.29 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 20,996 | 0.54 | 7,454 | 1.84 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 33,430 | 14.77 | 11,550 | 16.02 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 46,200 | 108.11 | 16,403 | 110.84 | |||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 94,200 | 5.13 | 33,446 | 6.51 | ||||
| 2025-08-20 | 13F | 萨拉托加研究与投资管理 | 121,642 | -26.79 | 43,189 | -25.83 | ||||
| 2025-08-12 | 13F | 电力财富管理有限公司 | 1,746 | 93.36 | 620 | 95.89 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 434,600 | 1,546.21 | 154,305 | 1,567.79 | |||
| 2025-08-07 | 13F | 赛普拉斯资本管理有限责任公司（怀俄明州） | 6,394 | -1.72 | 2,270 | -0.44 | ||||
| 2025-08-27 | NP | TSEL - Touchstone Sands Capital 美国精选成长型 ETF | 5,797 | 81.84 | 2,058 | 84.24 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 420 | -40.26 | 149 | -39.43 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 65,407 | 23,223 | ||||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 7,368,920 | -0.20 | 2,616,335 | 1.11 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 7,378 | 8.80 | 2,620 | 10.23 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 4,547 | 2.43 | 1,614 | 3.79 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 1,053 | -35.32 | 374 | -34.56 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,800 | -16.89 | 48,926 | -15.80 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 213,902 | 11.90 | 73,903 | 13.12 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 217,847 | -8.40 | 77 | -7.23 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 10,252,921 | 2.12 | 3,640,300 | 3.46 | ||||
| 2025-05-27 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 34,403 | -53.57 | 12,057 | -48.52 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 2,441,693 | -12.93 | 866,923 | -11.79 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 15,163 | -4.86 | 5,384 | -3.62 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 1,341 | -22.93 | 476 | -21.84 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 1,049 | 188.98 | 37,245 | 192.78 | |||
| 2025-07-22 | 13F | 旧国家银行/in/ | 113,208 | -0.23 | 40,194 | 1.07 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 614 | -26.73 | 21,800 | -25.77 | |||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 10,459 | 2.20 | 3,714 | 3.54 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 14,078 | 3.07 | 4,999 | 4.41 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,089 | -11.54 | 398 | -10.99 | ||||
| 2025-07-14 | 13F | 切里代尔财富管理有限公司 | 1,627 | 7.04 | 578 | 8.46 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 111,368 | -5.25 | 39,541 | -4.01 | ||||
| 2025-07-11 | 13F | 卢茨和格林利集团公司 | 1,818 | 4.42 | 645 | 5.74 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 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 | 69,868 | -30.55 | 25,515 | -30.07 | ||||
| 2025-05-14 | 13F | 景林资产管理香港有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | NP | HOVLX - 价值基金 | 74,898 | 0.00 | 26,593 | 1.31 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 34,755 | 11.46 | 12,340 | 12.92 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - MFS Research International 投资组合 A 类 | 54,658 | -15.13 | 19,155 | -5.89 | ||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 58,052 | 0.00 | 20,611 | 1.31 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 7,446 | 13.92 | 2,573 | 15.13 | ||||
| 2025-07-16 | 13F | 财富财务顾问有限责任公司 | 6,212 | 0.73 | 2,206 | 2.04 | ||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 466,233 | 0.63 | 161,084 | 1.72 | ||||
| 2025-07-28 | 13F | 资本管理公司/弗吉尼亚州 | 33,222 | -2.10 | 11,795 | -0.82 | ||||
| 2025-08-14 | 13F | 彭宁顿合伙公司 | 930 | -11.76 | 330 | -10.57 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 3,631 | 15.90 | 1,288 | 17.52 | ||||
| 2025-08-25 | NP | ICFAX - ICON CONSUMER SELECT 基金投资者类别 | 6,600 | 0.00 | 2,343 | 1.30 | ||||
| 2025-07-22 | 13F | 三线真财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 16,197 | -5.16 | 5,751 | -3.93 | ||||
| 2025-08-07 | 13F | 卫报合伙公司 | 1,758 | 2.03 | 629 | 9.03 | ||||
| 2025-08-29 | NP | BAFLX - Brown Advisory 全球领袖基金机构股票 | 295,119 | 29.53 | 104,782 | 31.23 | ||||
| 2025-08-14 | 13F | 范式资本管理有限责任公司/NV | 3,443 | -1.01 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | 新泽西州补充年金集体信托 | 12,600 | -7.35 | 4,474 | -6.15 | ||||
| 2025-08-12 | 13F | 木材溪资本管理有限责任公司 | 45,567 | -1.30 | 15,376 | -4.97 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 3,278 | -1.35 | 1,164 | -0.09 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 16,793 | 0.93 | 5,962 | 2.25 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 18,336 | -1.67 | 6,510 | -0.38 | ||||
| 2025-07-16 | 13F | 库曼建筑事务所 | 627 | -0.48 | 223 | 0.91 | ||||
| 2025-08-12 | 13F | 库珀/海姆斯顾问有限公司 | 1,596 | 5.28 | 567 | 6.59 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 2,415 | 857 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 28,610 | 6.55 | 10,158 | 7.94 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 2,657 | 3.71 | 943 | 5.13 | ||||
| 2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 1,853 | -3.29 | 658 | -2.09 | ||||
| 2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 2,782 | 3.19 | 988 | 15.85 | ||||
| 2025-07-31 | 13F | BIP 财富有限责任公司 | 2,768 | -5.66 | 983 | -4.47 | ||||
| 2025-07-22 | 13F | 串联投资合伙公司 | 3,385 | 12.46 | 1,202 | 13.95 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 3,349 | 6.08 | 1,189 | 7.50 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 566,728 | 15.05 | 198,278 | 16.82 | ||||
| 2025-08-14 | 13F | 威尔金斯米勒财富管理有限责任公司 | 703 | -16.41 | 250 | -15.59 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 475,099 | -1.87 | 168,684 | -0.58 | ||||
| 2025-08-26 | NP | PXLIX - PAX 大盘基金机构类别 | 54,952 | -42.89 | 19,511 | -42.14 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 36,728 | 97.73 | 13,040 | 100.34 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,583 | 5.89 | 562 | 7.46 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 1,136 | 0.00 | 403 | 1.51 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 17,893 | 1.53 | 6,353 | 2.85 | ||||
| 2025-07-25 | 13F | 法律优势投资有限公司 | 4,800 | 0.00 | 1,704 | 1.31 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 15,566 | 5.21 | 5,455 | 16.68 | ||||
| 2025-08-14 | NP | MONTX - 莫内塔基金 | 2,400 | -20.00 | 852 | -18.93 | ||||
| 2025-08-14 | 13F | 法拉隆资本管理有限公司 | 308,810 | -34.88 | 109,643 | -34.03 | ||||
| 2025-08-05 | 13F | 阿耳忒弥斯财富顾问有限责任公司 | 836 | 297 | ||||||
| 2025-07-25 | 13F | 动态金融集团 | 727 | 0.00 | 258 | 1.57 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A4 系列 | 1,637 | -5.27 | 581 | -3.97 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 3,054,374 | -3.72 | 1,093,413 | -2.56 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 1,495 | 0.00 | 531 | 1.34 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 17,126 | 0.61 | 6,080 | 1.93 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 3,195 | 116.76 | 1,134 | 119.77 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 276,676 | 1.54 | 98,234 | 2.87 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 51,988 | -1.15 | 18,458 | 0.15 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 24,109 | 0.71 | 986 | 1.34 | ||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 1,847 | 8.46 | 656 | 9.90 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Franklin 股息和收入管理风险投资组合 II 类股票 | 11,282 | -5.09 | 4,006 | -3.84 | ||||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 2,349 | -57.33 | 834 | -56.82 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 5,132 | 2.64 | 1,822 | 4.00 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 19,183 | -3.96 | 6,811 | -2.71 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 679 | 0 | ||||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 9,592 | 1.13 | 3,406 | 2.44 | ||||
| 2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 5,752 | 130.26 | 2,042 | 133.37 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 21 | 7 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 3,854,097 | 235.07 | 1,367,624 | 239.27 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 84,545 | -2.01 | 30,025 | -0.70 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 4,033 | 0.00 | 1,432 | 1.27 | ||||
| 2025-07-28 | 13F | 码头街资产管理公司 | 164,210 | 3.76 | 58,303 | 5.12 | ||||
| 2025-07-15 | 13F | Hidden Cove 财富管理有限责任公司 | 995 | 10.19 | 353 | 11.71 | ||||
| 2025-06-30 | NP | DYLG - Global X Dow 30 备兑看涨期权和成长 ETF | 343 | 30.42 | 119 | 32.58 | ||||
| 2025-07-21 | 13F | 菲莱克申管理有限公司 | 17,244 | -15.45 | 6,122 | -14.34 | ||||
| 2025-08-13 | 13F | 卡罗尔投资公司 | 626 | 0.00 | 222 | 1.37 | ||||
| 2025-08-15 | NP | BLYAX - American Beacon Bridgeway 大盘成长基金 A 类 | 8,200 | 0.00 | 2,911 | 1.32 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 6,264 | 8.94 | 2,164 | 10.13 | ||||
| 2025-08-06 | 13F | 朗维尤金融顾问有限公司 | 136 | 0.00 | 48 | 2.13 | ||||
| 2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 33,608 | -1.14 | 11,932 | 0.15 | ||||
| 2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 7,656 | -0.29 | 2,718 | 1.04 | ||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 47,894 | 2.34 | 17,005 | 3.68 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 61,978 | -6.25 | 21,413 | -5.23 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 15,622 | 62.19 | 5,546 | 64.33 | ||||
| 2025-07-17 | 13F | 第一乡村银行 /CT/ | 3,040 | -8.46 | 1,079 | -7.22 | ||||
| 2025-08-07 | 13F | 威尔金斯投资顾问公司 | 6,246 | 0.00 | 2,218 | 1.33 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 17,542 | 13.58 | 6,228 | 15.08 | ||||
| 2025-08-27 | NP | BCAMX - Boston Common ESG 影响美国股票基金 Boston Common ESG 影响美国股票 | 7,417 | -7.50 | 2,633 | -6.27 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 6,831 | -2.87 | 2,425 | -1.58 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 6,888 | -36.52 | 2,380 | -35.84 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州社会意识基金标准级 | 57,333 | -2.98 | 20,356 | -1.71 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 244,497 | 6.84 | 86,809 | 8.24 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 126,528 | 8.64 | 44,924 | 10.06 | ||||
| 2025-08-06 | 13F | 泽文资产管理有限公司 | 91,346 | -0.59 | 32 | 0.00 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 325,422 | -40.41 | 115,543 | -39.63 | ||||
| 2025-08-12 | 13F | Pfc 资本集团公司 | 5,604 | -4.94 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 9,745 | 8.53 | 3,460 | 9.95 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 1,301 | -35.72 | 462 | -34.98 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 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 | 1,261 | 45.11 | 436 | 46.46 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 2,733 | 30.20 | 970 | 31.97 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 196,536 | -4.44 | 69,780 | -3.18 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 2,154 | 41.43 | 765 | 43.34 | ||||
| 2025-07-17 | 13F | 坎皮恩资产管理有限公司 | 2,997 | -1.96 | 1,064 | -0.65 | ||||
| 2025-05-15 | 13F | 特立独行资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 4,611 | 1.79 | 1,637 | 3.15 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 507 | 16.82 | 173 | 38.40 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 1,960,994 | 8.44 | 696,281 | 9.87 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 83,385 | 3.21 | 29,606 | 4.57 | ||||
| 2025-06-26 | NP | USSCX - 科技基金份额 | 54,124 | 13.98 | 18,700 | 15.21 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 110,584 | -6.15 | 39,263 | -4.92 | ||||
| 2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 611 | 217 | ||||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 292 | 2.10 | 99 | 0.00 | ||||
| 2025-08-29 | NP | BIAFX - Brown Advisory 灵活股票基金投资者股票 | 135,190 | -6.27 | 47,999 | -5.04 | ||||
| 2025-07-03 | 13F | 三一财务顾问有限责任公司 | 872 | 0.11 | 309 | 4.75 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 1,774 | -12.91 | 630 | -11.78 | ||||
| 2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 1,073 | 0.47 | 381 | 1.60 | ||||
| 2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 46,436 | -2.09 | 16,487 | -0.81 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 6,382 | -21.19 | 2,266 | -20.19 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 34,759 | 19.08 | 12,341 | 20.65 | ||||
| 2025-05-16 | 13F | CTC有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 20,922,894 | -1.03 | 7,428,674 | 0.27 | ||||
| 2025-03-18 | 13F | 托马资本管理有限公司 | 1,099 | 347 | ||||||
| 2025-07-28 | 13F | 威尔逊资产管理（国际）有限公司 | 70,074 | -4.40 | 24,880 | -3.15 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 7,899 | -2.03 | 2,805 | -0.74 | ||||
| 2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 56,030 | 11.16 | 19,893 | 12.62 | ||||
| 2025-05-15 | 13F | 坚定资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 谢尔曼资产管理公司 | 1,847 | 0.00 | 656 | 1.24 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 30,802 | 1.52 | 10,936 | 2.85 | ||||
| 2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 6,000 | -14.29 | 2,130 | -13.17 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 301,714 | -1.22 | 107,124 | 0.07 | ||||
| 2025-09-08 | 13F | 另类投资顾问有限责任公司。 | 792 | -6.49 | 281 | -5.07 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 51,978 | 3.94 | 18 | 5.88 | ||||
| 2025-05-16 | 13F | CTC有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 744 | 96.83 | 272 | 97.81 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 40,803 | -0.40 | 14,487 | 0.91 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 387,442 | 2.15 | 137,561 | 3.49 | ||||
| 2025-08-18 | 13F | 芬沃德银行 | 2,565 | -2.29 | 911 | -0.98 | ||||
| 2025-08-13 | 13F | 哥伦布山资本管理有限公司 | 32,508 | 0.00 | 11,542 | 1.31 | ||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 11,205 | -24.84 | 3,978 | -23.85 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 8,912 | 0.00 | 3,164 | 1.31 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 2,232,445 | -6.33 | 792,630 | -5.10 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 4,354 | -16.78 | 2 | 0.00 | ||||
| 2025-05-01 | 13F | 斯蒂尔沃特财富管理集团 | 9,185 | 5.38 | 3,219 | 16.85 | ||||
| 2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 49,411 | -11.96 | 17,543 | -10.80 | ||||
| 2025-07-25 | 13F | Lodestar私人资产管理有限公司 | 2,589 | 13.45 | 919 | 15.02 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 7,405 | -23.19 | 2,629 | -22.17 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 892,419 | -37.97 | 316,673 | -37.19 | ||||
| 2025-08-28 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 6,214 | 128.79 | 2,206 | 131.97 | ||||
| 2025-07-30 | 13F | 美国资本投资服务公司 | 685 | 0.00 | 243 | 1.25 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（欧洲）有限公司 | 12,500 | 4,438 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 5,120 | -80.69 | 1,818 | -80.45 | ||||
| 2025-08-13 | 13F | 精细财富管理公司 | 908 | -18.57 | 322 | -17.44 | ||||
| 2025-08-27 | NP | TOGA - Tremblant 全球 ETF | 8,718 | 2.75 | 3,095 | 4.10 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 2,000 | -37.56 | 701 | -30.83 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 5,665 | -12.41 | 2,011 | -11.25 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 11 | 0.00 | 4 | 0.00 | ||||
| 2025-05-14 | 13F | 许可资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | SBLGX - ClearBridge 大盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,758,237 | -0.50 | 642,091 | 0.18 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 2,483 | 1.43 | 881 | 2.80 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 4,770 | -2.03 | 1,694 | -0.76 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 735,000 | 3.67 | 260,962 | 5.02 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 122,202 | -17.02 | 43,388 | -15.94 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 199 | -35.39 | 70 | -28.87 | ||||
| 2025-08-06 | 13F | 神童资产管理有限公司 | 958 | 0.00 | 340 | 1.49 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 667 | 0.00 | 237 | 1.29 | ||||
| 2025-06-27 | NP | CVLOX - Calamos 全球增长与收入基金 A 类 | 7,875 | 21.90 | 2,721 | 56.77 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 927,817 | 3.63 | 329,421 | 4.99 | ||||
| 2025-08-22 | NP | ELGAX - 哥伦比亚精选大盘成长基金 A 类 | 75,742 | -7.27 | 26,892 | -6.06 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 3,280 | -56.81 | 1,166 | -53.23 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 5,946 | 6.33 | 2,112 | 7.76 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 11,804 | 5.43 | 4,191 | 6.83 | ||||
| 2025-07-23 | 13F | 信托资产管理有限责任公司 | 19,899 | 0.00 | 7,065 | 1.32 | ||||
| 2025-07-23 | NP | RJMG - FT Raymond James 多元成长股票 ETF | 870 | -17.06 | 318 | -16.58 | ||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 1,094 | 32.77 | 388 | 34.72 | ||||
| 2025-07-28 | 13F | 切萨皮克财富管理 | 1,453 | -5.16 | 516 | -3.92 | ||||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 3,128 | 18.22 | 1,142 | 19.08 | ||||
| 2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 340 | 66.67 | 117 | 69.57 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 157,399 | -22.58 | 55,885 | -21.57 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 2,722 | 5.30 | 966 | 6.74 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 4,655 | 1,653 | ||||||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 1,611 | 59.35 | 572 | 61.30 | ||||
| 2025-08-07 | 13F | 前景金融集团有限公司 | 887 | 1.84 | 315 | 2.95 | ||||
| 2025-07-15 | 13F | 史密斯霍华德财富管理有限公司 | 1,226 | -20.03 | 435 | -18.99 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 11,809 | -1.96 | 4,193 | -0.69 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 1,238 | 3.43 | 440 | 4.77 | ||||
| 2025-08-06 | 13F | 泰坦全球资本管理美国有限公司 | 9,445 | 0.01 | 3,353 | 1.33 | ||||
| 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 | 63 | -32.26 | 22 | -31.25 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 31,641 | -5.26 | 11,234 | -4.02 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 1,625 | 4.43 | 577 | 5.69 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 1,156 | 5.47 | 410 | 12.64 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 271,700 | -4.30 | 96,467 | -3.04 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 20,300 | 12.78 | 7,208 | 14.25 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 19,800 | 46.67 | 7,030 | 48.57 | |||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 5,480 | 0.16 | 1,946 | 1.46 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 17,240 | -85.93 | 6,121 | -85.74 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 12,059,068 | 1.61 | 4,281,572 | 2.94 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 1,986 | 0.00 | 705 | 1.29 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 6,892 | 7.54 | 2,447 | 8.95 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 12,175 | 8.94 | 4,323 | 10.37 | ||||
| 2025-07-28 | 13F | RMR资本管理有限责任公司 | 4,362 | 0.00 | 1,549 | 1.31 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 4,341 | -5.01 | 1,541 | -3.75 | ||||
| 2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 2,861 | 4.65 | 1,016 | 5.95 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 4,026 | 1,429 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 18,409 | 0.00 | 6,536 | 1.32 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 3,624 | 3.84 | 1,287 | 5.15 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,998 | -1.04 | 709 | 0.28 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 343,454 | -0.14 | 121,942 | 1.17 | ||||
| 2025-08-27 | NP | ESEAX - 伊顿万斯亚特兰大资本精选股票基金 A 类 | 72,659 | -16.64 | 25,798 | -15.55 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 4,456,263 | 0.73 | 1,582,196 | 2.05 | ||||
| 2025-08-14 | 13F | Kensico 资本管理公司 | 845,900 | -1.73 | 300,337 | -0.44 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 569,428 | 0.66 | 202,175 | 1.98 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Loomis Sayles 全球增长基金 (I) | 89,261 | -2.51 | 31,692 | -1.23 | ||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 21,360 | -9.71 | 7,584 | -8.53 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 72,852 | -3.72 | 25,866 | -2.46 | ||||
| 2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 11,678 | -2.23 | 4,093 | -2.25 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 6,304 | 6.74 | 2,238 | 8.17 | ||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 10,608 | 0.52 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | 格拉斯财富管理有限公司 | 7,524 | 8.93 | 2,671 | 10.37 | ||||
| 2025-08-22 | NP | 哥伦比亚塞利格曼优质技术增长基金公司 | 42,625 | -6.58 | 15,134 | -5.35 | ||||
| 2025-08-27 | NP | TQCCX - Touchstone 股息股票基金 C 类 | 96,989 | 0.00 | 34,436 | 1.31 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 2,058 | 731 | ||||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 8,505 | -4.94 | 3,020 | -3.70 | ||||
| 2025-07-16 | 13F | AAFMAA 财富管理与信托有限责任公司 | 6,193 | -13.91 | 2,199 | -12.81 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 789,998 | -1.65 | 280,489 | -0.36 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 804,788 | 1.66 | 293,901 | 2.36 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 15,457 | -2.53 | 5,488 | -1.26 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 198,863 | -12.01 | 70,606 | -10.86 | ||||
| 2025-08-05 | 13F | Arrowroot 家族办公室有限责任公司 | 3,818 | -3.05 | 1,355 | 8.92 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 17,137 | 27.13 | 6,084 | 28.79 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 26,800 | 133.04 | 9,515 | 136.10 | |||
| 2025-05-08 | 13F | 蒙吉斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 11,700 | -47.77 | 4,154 | -47.08 | |||
| 2025-07-18 | 13F | 信托金融公司 | 1,568,196 | -0.98 | 556,788 | 0.31 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 58,864 | -1.45 | 20,900 | -0.17 | ||||
| 2025-07-31 | 13F | B&T 资本管理 DBA Alpha 资本管理 | 16,460 | -1.53 | 5,844 | -0.24 | ||||
| 2025-07-15 | 13F | 海伯利安资产管理有限公司 | 278,677 | 15.22 | 98,944 | 16.72 | ||||
| 2025-08-01 | 13F | 亚历山大实验室有限公司 | 2,734 | 0.00 | 971 | 1.25 | ||||
| 2025-08-19 | NP | Securian 基金信托 - SFT 常春藤成长基金 | 86,455 | -2.23 | 30,696 | -0.95 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 6,540 | -39.04 | 2,322 | -38.23 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 630,836 | -3.13 | 224 | -2.19 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 1,510 | 0.13 | 536 | 1.52 | ||||
| 2025-08-11 | 13F | LCNB公司 | 918 | -2.65 | 326 | -1.52 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 29,784 | 4.46 | 10,575 | 5.82 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 890 | -10.19 | 325 | -9.47 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 2,340 | -0.85 | 831 | 0.36 | ||||
| 2025-08-29 | NP | MRLIX - AMG Renaissance 大盘成长基金 Z 类 | 6,973 | -2.37 | 2,476 | -1.08 | ||||
| 2025-05-06 | 13F | 阿尔法欧米茄集团有限公司 | 598 | 210 | ||||||
| 2025-05-15 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,362,608 | 11.08 | 838,844 | 12.53 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 14,248 | 2.64 | 5,059 | 3.97 | ||||
| 2025-07-14 | 13F | 哈林顿投资公司 | 1,130 | -4.24 | 401 | -2.91 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 9,515,713 | -1.18 | 3,378,554 | 0.12 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 73,118 | 1.71 | 25,262 | 2.81 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 7,368 | 6.04 | 2,616 | 7.48 | ||||
| 2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 91,477 | 14.37 | 31,605 | 15.61 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 728 | -2.93 | 259 | -1.53 | ||||
| 2025-07-30 | 13F | CORDA 投资管理有限公司。 | 5,804 | 0.71 | 2,061 | 2.03 | ||||
| 2025-04-10 | 13F | 退休有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 蔡资本公司 | 9,781 | -1.46 | 3,473 | -0.17 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 146,416 | 21.56 | 51,985 | 23.15 | ||||
| 2025-07-22 | 13F | 伯克希尔资金管理公司 | 1,377 | -7.02 | 489 | -5.97 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | NAINX - VIRTUS 战术配置基金 A 类 | 40,667 | -2.58 | 14,439 | -1.30 | ||||
| 2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 166 | -23.50 | 59 | -23.68 | ||||
| 2025-08-01 | 13F | 百富勤资本管理有限公司 | 174,471 | -4.78 | 61,946 | -3.53 | ||||
| 2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 480 | -7.69 | 175 | 22.38 | ||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 934 | -72.52 | 332 | -72.21 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 38 | -44.93 | 13 | -45.83 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 76,110 | 23.55 | 26,296 | 24.89 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 38,990 | -2.36 | 13,843 | -1.09 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 6,423 | 2.57 | 2,281 | 3.92 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 3,680 | 2.42 | 1,307 | 3.73 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 89,456 | -2.01 | 31,761 | -0.73 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 6,946 | -1.42 | 2,466 | -0.12 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 13,535 | -12.87 | 4,806 | -11.74 | ||||
| 2025-07-21 | 13F | 安角储蓄银行 | 4,887 | -16.77 | 1,735 | -15.65 | ||||
| 2025-08-06 | 13F | 加里森点顾问有限公司 | 10,453 | -3.60 | 3,711 | -2.34 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 2,422 | 0.00 | 860 | 1.30 | ||||
| 2025-05-27 | NP | MFS 可变保险信托 II - MFS Research International 投资组合初始类别 | 19,496 | -12.14 | 6,833 | -2.58 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 3,419 | -0.12 | 1,170 | 0.09 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 12,290 | 0.70 | 4 | 0.00 | ||||
| 2025-07-08 | 13F | 21 West财富管理有限责任公司 | 1,005 | 357 | ||||||
| 2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 9,152 | -2.07 | 3,250 | -0.79 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 6,871 | 13.83 | 2,440 | 15.32 | ||||
| 2025-06-23 | NP | 税务管理多股成长投资组合 - 税务管理多股成长投资组合 | 38,845 | 0.00 | 13,421 | 1.08 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 4,737 | -7.19 | 1,682 | -5.93 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 1,050,000 | -1.41 | 374,598 | 0.36 | ||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 27,926 | 0.01 | 9,915 | 1.32 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,195 | -39.52 | 424 | -38.73 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 2,573 | -17.77 | 940 | -17.20 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 12,622 | -7.90 | 4,481 | -6.68 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 345,051 | 0.00 | 122,510 | 1.31 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 245,800 | 76.58 | 87,271 | 78.89 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 513,100 | 152.51 | 182,176 | 155.82 | |||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 97,446 | 12.69 | 34,598 | 14.17 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 10,192 | 6.43 | 3,619 | 7.81 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 22,000 | 233.33 | 7,710 | 269.78 | |||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 19,900 | 206.15 | 6,974 | 239.53 | |||
| 2025-07-14 | 13F | 金融丰收有限责任公司 | 809 | 287 | ||||||
| 2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 14,363 | -55.81 | 5,100 | -55.23 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 5,375 | -28.33 | 1,884 | -20.55 | ||||
| 2025-06-26 | NP | AWEIX - CIBC Atlas 纪律股票基金机构类别股票 | 182,556 | -1.96 | 63,073 | -0.90 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 14,125 | 4.93 | 4,880 | 6.09 | ||||
| 2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 61,871 | -2.47 | 22,595 | -1.80 | ||||
| 2025-08-13 | 13F | Codex资本资产管理有限责任公司 | 17,200 | 0.00 | 6,107 | 1.31 | ||||
| 2025-08-05 | 13F | 环山资本有限责任公司 | 1,821 | 9.90 | 636 | 9.48 | ||||
| 2025-08-11 | 13F | 威尔金森全球资产管理有限公司 | 158,274 | -3.54 | 56,195 | -2.28 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values 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 | 36,575 | 1.63 | 12,637 | 2.73 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender 基金 A 类股 | 1,000 | 0.00 | 355 | 1.43 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 23,355 | -0.98 | 8,292 | 0.33 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 216,564 | 4.20 | 76,891 | 5.56 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 16,115 | -0.64 | 5,722 | 0.67 | ||||
| 2025-08-08 | 13F | 科尔宾投资管理公司/MD | 13,168 | -3.09 | 4,675 | -1.83 | ||||
| 2025-08-22 | NP | Calamos Antetokounmpo 可持续股票信托 - Calamos Antetokounmpo 可持续股票基金 R6 级 | 284 | -2.07 | 101 | -0.99 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 10,074 | -5.21 | 3,481 | -4.19 | ||||
| 2025-05-15 | 13F | 猎犬合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 美丽华资本有限责任公司 | 41,671 | 2.78 | 14,795 | 4.13 | ||||
| 2025-04-29 | 13F | 格罗斯贝克投资管理公司 /nj/ | 3,659 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 维德曼金融服务公司 | 765 | 25.20 | 272 | 26.64 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 4,410 | -7.08 | 1,566 | -5.89 | ||||
| 2025-08-22 | NP | FSTAX - 富达顾问战略收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,700 | 0.00 | 29,363 | 1.31 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 1,982 | -11.28 | 704 | -10.10 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 3,431 | -9.92 | 1,185 | -8.92 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 21 | 0.00 | 7 | 0.00 | ||||
| 2025-08-18 | NP | ULTRA 系列基金 - 大盘成长基金 I 类 | 19,661 | -9.88 | 6,981 | -8.70 | ||||
| 2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 1,375 | 7.00 | 488 | 8.44 | ||||
| 2025-06-26 | NP | LGCAX - 阿贝特勋爵全球股票研究基金 A 级 | 7,322 | 9.07 | 2,530 | 10.24 | ||||
| 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 | 3,194,910 | 0.37 | 1,166,749 | 1.06 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 27,252 | 7.35 | 9,750 | 15.20 | ||||
| 2025-07-22 | 13F | 图 8 投资策略有限责任公司 | 8,544 | -0.93 | 3,034 | 0.36 | ||||
| 2025-08-07 | 13F | 艾伦投资管理有限公司 | 1,342,743 | -27.03 | 476,741 | -26.07 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 4,653 | -83.29 | 1,622 | -82.94 | ||||
| 2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 185,399 | -0.05 | 65,826 | 1.26 | ||||
| 2025-08-14 | 13F | 富登基金管理有限公司 | 3,115 | -43.86 | 1,106 | -43.16 | ||||
| 2025-07-21 | 13F | 格拉西投资管理公司 | 98,967 | -0.25 | 35 | 2.94 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 124 | 4.20 | 44 | 7.32 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 9,886 | -1.36 | 3,510 | -0.06 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 18,367 | 13.82 | 6,521 | 15.31 | ||||
| 2025-08-11 | 13F | 波林资本管理有限责任公司 | 22,466 | 0.08 | 7,977 | 1.39 | ||||
| 2025-08-26 | 13F | 普罗维登投资管理公司 | 264,182 | -0.90 | 93,798 | 0.40 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 4,337 | 82.30 | 1,498 | 84.26 | ||||
| 2025-06-24 | NP | PNRAX - 普特南研究基金 A 类股票 | 15,068 | 0.86 | 5,206 | 1.94 | ||||
| 2025-08-14 | 13F | Ssi投资管理有限公司 | 1,287 | -41.71 | 457 | -41.01 | ||||
| 2025-07-17 | 13F | 鹰财富策略有限公司 | 1,554 | -0.26 | 552 | 0.92 | ||||
| 2025-08-28 | NP | ABLOX - 阿尔及尔平衡投资组合 I-2 级 | 2,284 | 0.00 | 811 | 1.25 | ||||
| 2025-03-31 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,934 | -1.63 | 9,548 | 16.00 | ||||
| 2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 2,937 | 2.26 | 1,073 | 2.98 | ||||
| 2025-08-08 | 13F | 斯库拉蒂财富管理有限责任公司 | 8,294 | -2.05 | 2,945 | -0.78 | ||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 12,685 | 12.23 | 4,632 | 13.00 | ||||
| 2025-08-13 | 13F | 阿科资本有限责任公司 | 1,643,373 | -7.47 | 583 | -6.27 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 1,632,966 | 564,190 | ||||||
| 2025-08-06 | 13F | 攀登者资本公司 | 655 | 231 | ||||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 805 | -8.73 | 286 | -7.77 | ||||
| 2025-07-07 | 13F | 信托公司 | 3,586 | -23.75 | 1,273 | -22.75 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 2,386 | -3.52 | 847 | -2.19 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 651 | 9.60 | 227 | 8.65 | ||||
| 2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 975 | 65.82 | 346 | 67.96 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 446 | -12.38 | 158 | -11.24 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC。 | 5,027 | 19.12 | 1,785 | 33.83 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 4,705 | 8.39 | 1,670 | 9.80 | ||||
| 2025-07-03 | 13F | 集体家族办公室有限责任公司 | 1,782 | -7.09 | 633 | -5.95 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 37,690 | 18.64 | 13,382 | 20.19 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 149,331 | 5.22 | 53,020 | 6.59 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 10,831 | -24.99 | 3,955 | -24.48 | ||||
| 2025-05-08 | 13F | 克利尔沃特资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 布雷迪家族财富有限公司 | 23,962 | -3.67 | 8,508 | -2.41 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 149,973 | 1.40 | 53,248 | 2.73 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 5,137 | 12.01 | 1,824 | 13.44 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 84,015 | 27.46 | 29,803 | 29.05 | ||||
| 2025-07-30 | NP | ABIG - 白银大盘股 ETF | 2,574 | 940 | ||||||
| 2025-08-06 | 13F | NVWM有限公司 | 13,616 | 0.95 | 4,834 | 2.29 | ||||
| 2025-08-11 | 13F | 尼古拉财富管理有限公司 | 71,000 | 0.00 | 25,209 | 1.31 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 925,413 | 2.06 | 328,341 | 3.35 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 5,455 | -17.54 | 1,937 | -16.48 | ||||
| 2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 2,720 | -1.70 | 966 | -0.41 | ||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 4,673 | 1,659 | ||||||
| 2025-07-22 | 13F | 华威投资管理公司 | 1,471 | 1.87 | 522 | 3.16 | ||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 1,264 | 449 | ||||||
| 2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 1,624 | 7.76 | 577 | 9.09 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 5,296 | 1,934 | ||||||
| 2025-08-28 | NP | SRFMX - Sarofim 股票基金 | 7,760 | -18.62 | 2,755 | -17.54 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 165,069 | 169.72 | 58,608 | 173.26 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 1,141 | 0.09 | 405 | 1.50 | ||||
| 2025-08-12 | 13F | 自由格列佛有限公司 | 1,090 | -27.81 | 387 | -27.03 | ||||
| 2025-08-08 | 13F | Keyvanage Wealth, Llc | 1,072 | -17.60 | 381 | -16.48 | ||||
| 2025-08-01 | 13F | 红灯塔投资管理有限公司 | 2,991 | 0.94 | 1,062 | 28.45 | ||||
| 2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 89 | -42.58 | 32 | -42.59 | ||||
| 2025-08-15 | 13F | 蓝边资本有限责任公司 | 19,240 | -0.25 | 6,831 | 1.05 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 118,251 | 41,985 | ||||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 151,202 | -14.55 | 53,684 | -13.43 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 5,387 | 191.03 | 1,913 | 195.06 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 18,745 | 6.45 | 6,655 | 7.84 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 620 | 217 | ||||||
| 2025-07-17 | 13F | Eclectic Associates 公司 /adv | 964 | 8.31 | 342 | 9.97 | ||||
| 2025-07-29 | NP | SFPIX - I 类金融服务投资组合 | 153 | -16.39 | 56 | -16.67 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 162,544,006 | 0.91 | 57,711,249 | 2.23 | ||||
| 2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 8,466 | -5.43 | 3,006 | -4.21 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 3,381 | 14.03 | 1,200 | 15.50 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 25,607 | -0.72 | 9,351 | -0.04 | ||||
| 2025-07-07 | 13F | 鱼鹰私人财富有限责任公司 | 27,320 | 1.11 | 9,804 | 3.54 | ||||
| 2025-07-18 | 13F | 客户第一咨询集团有限公司 | 2,054 | 2.65 | 729 | 3.99 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks 财富管理有限责任公司 | 3,393 | -1.79 | 1,191 | 4.02 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 5,918 | 0.51 | 2,101 | 1.84 | ||||
| 2025-08-27 | NP | PIODX-胜利先锋基金A类 | 642,161 | -14.91 | 227,999 | -13.80 | ||||
| 2025-08-18 | NP | JAMEX - 詹姆斯敦股票基金 | 3,175 | 0.00 | 1,127 | 1.35 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 57,800 | -0.34 | 19,970 | 0.73 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 8,561 | 0.96 | 3,040 | 2.25 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 5,857 | 1.19 | 2,080 | 2.51 | ||||
| 2025-07-17 | 13F | 阿登达资本公司 | 79,956 | 0.80 | 28,388 | 2.13 | ||||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 356,233 | -2.80 | 126,481 | -1.53 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 295 | 20.41 | 105 | 22.35 | ||||
| 2025-07-25 | 13F | 勇气米勒合伙人有限责任公司 | 1,200 | 0.00 | 426 | 1.43 | ||||
| 2025-08-14 | 13F | 博勒丹顿联合公司 | 21,661 | -0.23 | 7,691 | 1.08 | ||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 16,728 | -5.85 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | 和谐资产管理有限公司 | 20,022 | 1.41 | 7,109 | 2.73 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 3,029,600 | -18.76 | 1,075,671 | -17.69 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 19,952 | 7,084 | ||||||
| 2025-07-29 | NP | STPIX - I 类技术与通信产品组合 | 7,350 | -5.16 | 2,684 | -4.52 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 1,130 | 18.70 | 401 | 20.42 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 增长机会基金 IA 类股票 | 90,166 | -2.17 | 32,013 | -0.89 | ||||
| 2025-08-05 | 13F | 新泽西更好教育储蓄信托基金 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 45,439 | 10.29 | 16,133 | 23.91 | ||||
| 2025-08-12 | 13F | 爱荷华州财富顾问有限责任公司 | 2,566 | -4.61 | 911 | -3.29 | ||||
| 2025-08-14 | 13F | 莱特森投资管理公司 | 54,033 | -0.09 | 19,185 | 1.21 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 4,432 | -0.89 | 1,619 | -0.25 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 1,095 | 7.25 | 389 | 8.08 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 7,700 | 6.22 | 2,734 | 7.60 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 | 1,495 | -81.92 | 531 | -81.71 | ||||
| 2025-08-04 | 13F | 西北财务顾问公司 | 2,088 | -38.43 | 741 | -37.63 | ||||
| 2025-08-13 | 13F | 费城信托公司 | 17,070 | -0.23 | 6 | 20.00 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 258,620 | 3.03 | 91,823 | 4.38 | ||||
| 2025-08-14 | 13F | EHP基金公司 | Put | 151,800 | 53,897 | |||||
| 2025-07-23 | 13F | 驾驶室咨询集团有限责任公司 | 581 | 206 | ||||||
| 2025-08-08 | 13F | 大理石港投资顾问有限责任公司 | 1,084 | 0.00 | 385 | 1.32 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 113,546 | 10.41 | 41,466 | 11.16 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 1,552 | 3.19 | 551 | 4.55 | ||||
| 2025-08-14 | 13F | 科布勒资本管理有限公司 | 7,436 | 2,535 | ||||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 24,876 | -3.46 | 8,832 | -2.19 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 2,133,679 | 16.06 | 779,198 | 16.86 | ||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 902 | -15.23 | 320 | -13.98 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 多元化股息基金系列 I | 14,352 | -20.84 | 5,096 | -19.81 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 86,130 | 0.23 | 30,580 | 1.54 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 6,471 | -0.83 | 2,298 | 2.68 | ||||
| 2025-08-28 | NP | AAMAX - 绝对资本资产配置基金 A 类股票 | 4,300 | 0.00 | 1,527 | 1.33 | ||||
| 2025-05-07 | 13F | 凤凰控股有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | Elser 财务规划有限公司 | 735 | 255 | ||||||
| 2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 7,195,185 | 5.53 | 2,554,661 | 6.92 | ||||
| 2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 16,395 | -1.19 | 5,821 | 0.10 | ||||
| 2025-08-22 | NP | 可变保险产品基金II - 国际资本增值投资组合初始类别 | 32,486 | -3.18 | 11,534 | -1.91 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 700 | 0.00 | 249 | 1.22 | ||||
| 2025-08-05 | 13F | Accucest全球顾问公司 | 12,667 | 229.70 | 4,497 | 234.10 | ||||
| 2025-08-14 | 13F | 伊顿剑桥公司 | 633 | 7.29 | 225 | 8.74 | ||||
| 2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 1,685,033 | 8.33 | 615,357 | 9.07 | ||||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 21,139 | -1.21 | 7,505 | 0.08 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 59,217 | -8.24 | 21,025 | -7.03 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 148,490 | 4.28 | 52,721 | 5.65 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 55,851,575 | -2.31 | 19,830,102 | -1.03 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 1,058 | 27.47 | 376 | 29.31 | ||||
| 2025-06-27 | NP | BQLCX - Bright Rock Quality 大盘基金机构类别股票 | 18,250 | 0.00 | 6,665 | 0.68 | ||||
| 2025-07-15 | 13F | 金融合作伙伴集团公司 | 822 | 9.16 | 292 | 10.65 | ||||
| 2025-07-14 | 13F | 阿灵顿合作伙伴有限责任公司 | 12,402 | 0.00 | 4,403 | 1.31 | ||||
| 2025-07-30 | NP | DTEC - 阿尔卑斯颠覆性技术 ETF | 2,399 | -16.87 | 876 | -16.25 | ||||
| 2025-07-24 | NP | Tema ETF 信托 - Tema 垄断和寡头 ETF | 9,427 | 5.65 | 3,443 | 6.37 | ||||
| 2025-06-25 | NP | EXEYX - 股票系列 S 级 | 5,419 | -28.05 | 1,872 | -27.27 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 27,806 | 1.88 | 9,873 | 3.21 | ||||
| 2025-07-10 | 13F | SK 财富管理有限责任公司 | 603 | 216 | ||||||
| 2025-08-07 | 13F | 丰维尔财富管理有限责任公司 | 1,561 | 28.90 | 554 | 31.28 | ||||
| 2025-08-12 | 13F | CFC 规划有限公司 | 5,588 | 3.85 | 1,984 | 5.25 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 256,763 | 49.95 | 91,233 | 55.39 | ||||
| 2025-03-26 | NP | DVRAX - MFS 全球另类策略基金 A | 715 | 1.13 | 244 | 19.61 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 24,610 | 0.00 | 8,503 | 1.08 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 314 | 0.32 | 108 | 1.89 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 25,030 | 1.30 | 8,887 | 2.62 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大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 | 467,244 | -11.17 | 161,433 | -10.21 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | DHAMX - 中心美国精选股票基金投资者类别 | 12,687 | -13.46 | 4,446 | 15.54 | ||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 8,345 | 0.45 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 85,034 | 30,176 | ||||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 193,822 | 5.29 | 68,817 | 6.67 | ||||
| 2025-08-13 | 13F | JBR Co 财务管理公司 | 1,401 | 0.00 | 497 | 1.43 | ||||
| 2025-07-09 | 13F | 中央谷顾问有限公司 | 9,605 | -0.48 | 3,410 | 0.83 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - Templeton Growth VIP 基金 1 级 | 17,661 | -15.64 | 6,271 | -14.54 | ||||
| 2025-06-26 | NP | FVDFX - 富达价值发现基金 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 | 61,500 | -22.25 | 21,248 | -21.41 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 2,387,618 | 39.79 | 847,724 | 41.62 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 13,407 | -4.73 | 4,760 | -3.49 | ||||
| 2025-06-30 | NP | 道指 - Global X Dow 30 备兑看涨 ETF | 20,274 | 22.99 | 7,005 | 24.32 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 5,447 | 31.70 | 1,934 | 33.40 | ||||
| 2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 1,152 | -7.17 | 409 | -5.76 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 36,772 | 0.74 | 13,056 | 2.06 | ||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 3,048 | 9.40 | 1,082 | 10.86 | ||||
| 2025-07-23 | 13F | 亨德利公司 | 74,477 | -0.33 | 26 | 0.00 | ||||
| 2025-07-23 | 13F | 1 北方财富服务有限公司 | 109 | 0.00 | 39 | 0.00 | ||||
| 2025-08-20 | NP | LKBAX - LKCM 平衡基金 | 4,850 | 0.00 | 1,722 | 1.29 | ||||
| 2025-07-28 | 13F | 创新财富合作伙伴 | 1,107 | 6.14 | 393 | 7.67 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 819 | -3.19 | 291 | -2.03 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 14,681 | -23.92 | 5,212 | -22.92 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,983 | -29.05 | 685 | -10.22 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 115,053 | 3.02 | 40,850 | 4.37 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 6,353 | 11.18 | 2,256 | 12.64 | ||||
| 2025-07-14 | 13F | CJM财富顾问有限公司 | 3,732 | 0.13 | 1,325 | 1.45 | ||||
| 2025-08-05 | 13F | Triglav 基金有限公司 | 100,513 | 5.52 | 35,683 | 6.90 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 4,244 | 1,507 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 38,455 | -3.11 | 13,653 | -1.84 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 145,033 | -0.80 | 51,494 | 0.50 | ||||
| 2025-08-26 | NP | MAPOX - Mais & Power 平衡基金 | 43,011 | -13.98 | 15,271 | -12.85 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 5,391 | 0.24 | 1,914 | 1.59 | ||||
| 2025-06-25 | NP | VLSRX - Virtus KAR 多头/空头股票基金 R6 级 | 8,133 | 0.00 | 2,810 | 1.08 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 1,093 | 4.89 | 388 | 6.30 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 111,763 | 1.84 | 39,681 | 3.17 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 66,050 | 0.00 | 23,451 | 1.31 | ||||
| 2025-07-15 | 13F | 海湾资本顾问有限公司 | 3,077 | -3.15 | 1,093 | -1.89 | ||||
| 2025-07-17 | 13F | 梅尔法财富管理有限公司 | 959 | 0.00 | 341 | 1.19 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 78,058 | -0.89 | 27,714 | 0.41 | ||||
| 2025-08-14 | 13F | 审慎投资者网络 | 1,385 | -3.35 | 492 | -2.19 | ||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 6,259 | -0.81 | 2,222 | 0.50 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A4系列 | 4,357 | -6.38 | 1,547 | -5.21 | ||||
| 2025-07-23 | NP | DGLAX - 纽约梅隆银行全球股票基金 A 类 | 33,600 | -8.94 | 12,270 | -8.32 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 118,937 | -15.41 | 43,435 | -14.83 | ||||
| 2025-07-28 | NP | FDG - 美国世纪聚焦动态增长 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 | 16,617 | 31.36 | 6,068 | 32.26 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 223,253 | 24.77 | 79,267 | 26.40 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 3,863 | 127.24 | 1,372 | 130.42 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 914 | 0.00 | 324 | 1.25 | ||||
| 2025-06-13 | 13F | 顶峰投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | BKM 财富管理有限责任公司 | 691 | -0.86 | 245 | 0.41 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 3,623 | -0.28 | 1,286 | 5.67 | ||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 13,782 | 5.42 | 4,893 | 6.81 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 568,306 | 7.04 | 201,777 | 8.44 | ||||
| 2025-08-08 | 13F | 真点公司 | 2,050 | 4.11 | 728 | 5.36 | ||||
| 2025-08-13 | 13F | 索诺玛私人财富有限责任公司 | 2,497 | -0.99 | 886 | 0.34 | ||||
| 2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 4,334,542 | -5.37 | 1,497,584 | -4.35 | ||||
| 2025-07-22 | 13F | Rockingstone 顾问有限公司 | 3,279 | -42.56 | 1,164 | -41.80 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 31,199 | 0.69 | 11,077 | 2.01 | ||||
| 2025-08-27 | NP | EAALX - 伊顿万斯亚特兰大资本聚焦增长基金 A 类 | 233,296 | -5.23 | 82,832 | -3.99 | ||||
| 2025-07-17 | 13F | 斯特林投资顾问有限公司 | 21,277 | 0.85 | 7,554 | 2.16 | ||||
| 2025-06-26 | NP | FTCEX - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund：C 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,374 | 33.22 | 2,548 | 34.69 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 42,078 | -4.15 | 14,747 | 6.29 | ||||
| 2025-08-11 | 13F | 托马斯故事父子公司 | 50,873 | -9.49 | 18,062 | -8.31 | ||||
| 2025-08-28 | NP | Amplify ETF 信托 - Amplify 移动支付 ETF | 45,550 | -10.01 | 16,173 | -8.83 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 171,545 | -1.29 | 60,907 | 0.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 21,738 | 0.00 | 7,718 | 1.31 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 47,504 | -2.66 | 16,866 | -1.39 | ||||
| 2025-07-25 | 13F | 优点投资组合管理 | 935 | 2.75 | 332 | 4.40 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 22,998 | -1.52 | 8,165 | -0.23 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 386,892 | -2.54 | 135,590 | 8.07 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 2,321 | 0.00 | 824 | 1.35 | ||||
| 2025-08-28 | NP | BLOK - Amplify 转型数据共享 ETF | 23,864 | 4.99 | 8,473 | 6.37 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 179,249 | -0.16 | 63,642 | 1.15 | ||||
| 2025-07-21 | 13F | 惠兰金融 | 2,570 | 25.55 | 912 | 27.20 | ||||
| 2025-08-14 | 13F | 斯塔利资本顾问公司 | 4,072 | 0.00 | 1,446 | 1.26 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 1,846 | 10.67 | 656 | 24.29 | ||||
| 2025-08-07 | 13F | 基调金融服务有限公司 | 808 | -11.01 | 287 | -10.06 | ||||
| 2025-07-17 | 13F | LifeGoal 财富顾问 | 727 | 258 | ||||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102 | 20.00 | 35 | 20.69 | ||||
| 2025-08-27 | NP | GRSPX - Cromwell Greenspring 中盘基金机构级 | 1,853 | -8.18 | 658 | -7.07 | ||||
| 2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 911 | -4.81 | 323 | -3.58 | ||||
| 2025-07-21 | 13F | 堪萨斯信托公司 | 18,763 | -0.80 | 7 | 0.00 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 105,396 | -3.43 | 37,421 | -2.16 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 290,069 | -0.68 | 100,219 | 0.40 | ||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 1,326 | 0.00 | 471 | 1.29 | ||||
| 2025-07-24 | NP | FAGAX - 富达顾问成长机会基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,544,761 | 0.00 | 564,131 | 0.68 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 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 | 219,040 | 1.40 | 79,991 | 2.09 | ||||
| 2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 25,289 | 6.15 | 8,979 | 7.53 | ||||
| 2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 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 | 3,996 | -1.94 | 1,381 | -0.86 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 9,387 | 165.47 | 3,333 | 168.93 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 3,698,605 | -1.11 | 1,313,190 | 0.18 | ||||
| 2025-06-26 | NP | OWACX - 老韦斯特伯里全资本核心基金 | 264,034 | -23.12 | 91,224 | -22.29 | ||||
| 2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 2,963 | 1.79 | 1,052 | 3.14 | ||||
| 2025-07-14 | 13F | 创始人资本管理有限公司 | 995 | 0.00 | 353 | 1.44 | ||||
| 2025-07-29 | 13F | ShoreHaven 财富合作伙伴有限责任公司 | 591 | 0.00 | 210 | 1.45 | ||||
| 2025-05-27 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 5,322 | -12.75 | 1,865 | -3.22 | ||||
| 2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 8,720 | -2.13 | 3,096 | -0.83 | ||||
| 2025-08-14 | 13F | 东海岸资产管理有限公司。 | 16,681 | -0.02 | 5,922 | 1.28 | ||||
| 2025-07-25 | NP | BWTG - 布伦丹·伍德 TopGun ETF | 1,785 | 10.39 | 652 | 11.09 | ||||
| 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 | 37,217 | -4.09 | 13,214 | -2.84 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 3,127 | -0.79 | 1,110 | 0.54 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 21,859 | -1.86 | 7,552 | -0.80 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 727 | 0 | ||||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 1,774 | -8.46 | 630 | -7.36 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 8,073 | 2.61 | 2,866 | 3.80 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 126,796 | -1.68 | 45,019 | -0.39 | ||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 2,400 | 33.33 | 852 | 35.24 | ||||
| 2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 107,165 | -0.37 | 38,049 | 0.94 | ||||
| 2025-07-31 | 13F | 中央银行 | 9,630 | -1.42 | 3,419 | -0.12 | ||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 800,079 | 5.06 | 292,181 | 5.77 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | 7,518 | 0.00 | 2,669 | 1.33 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 2,208 | -60.60 | 784 | -60.11 | ||||
| 2025-07-25 | 13F | 富兰克林·帕拉皮亚诺·特纳·韦尔奇有限责任公司 | 29,516 | -4.35 | 10,480 | -3.10 | ||||
| 2025-08-14 | 13F | 南山人寿保险股份有限公司 | 271,077 | 16,948.87 | 96,246 | 17,179.17 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 15,702 | 5.56 | 5,575 | 6.94 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 计划解决方案公司 | 1,567 | 0.00 | 556 | 1.28 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 13,181,708 | -4.73 | 4,680,165 | -3.48 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,957 | -1.76 | 695 | -0.29 | ||||
| 2025-07-17 | 13F | 人民金融服务公司 | 1,920 | -23.78 | 682 | -22.79 | ||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 79,456 | -22.56 | 28,211 | -21.54 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 7,531 | -1.75 | 2,674 | -0.48 | ||||
| 2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 57,879 | 3.86 | 20,550 | 5.22 | ||||
| 2025-08-14 | 13F | 贝克资本管理有限公司 | 5,696 | 615.58 | 2,022 | 627.34 | ||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 16,600 | 1.98 | 5,894 | 3.31 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 可持续美国主题投资组合 K 级 | 1,730 | 15.03 | 614 | 16.51 | ||||
| 2025-08-18 | 13F | Arq 财富顾问有限公司 | 1,012 | 0.00 | 355 | 0.00 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 6,151 | 1.99 | 2,184 | 3.31 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 11,084 | 0.09 | 3,935 | 1.39 | ||||
| 2025-08-08 | 13F | 莫内塔金融服务公司 | 2,400 | -20.00 | 852 | -18.93 | ||||
| 2025-08-07 | 13F | 普鲁登特曼投资管理有限公司 | 34 | 0.00 | 11 | 0.00 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 881,466 | 2.10 | 312,965 | 3.44 | ||||
| 2025-05-02 | 13F | 因维拉财富顾问有限责任公司 | 5,643 | -12.39 | 1,972 | -6.54 | ||||
| 2025-07-11 | 13F | 奥舍·范德沃德投资管理公司 | 61,305 | -8.04 | 21,766 | -6.84 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 240,629 | -5.94 | 85,435 | -4.71 | ||||
| 2025-08-13 | 13F | 麦克摩根公司 | 3,068 | 12.67 | 1,089 | 14.15 | ||||
| 2025-05-22 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -33,808 | -281.25 | -11,848 | -300.98 | |||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 3,802 | -58.66 | 1,350 | -58.14 | ||||
| 2025-07-29 | 13F | 哈钦森第一国民银行 | 5,030 | -1.31 | 1,786 | -0.06 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,162 | 413 | ||||||
| 2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 84 | 0.00 | 30 | 0.00 | ||||
| 2025-07-15 | 13F | 百达银行信托有限公司 | 6,777 | 0.00 | 2,406 | 1.31 | ||||
| 2025-07-21 | 13F | 铂金投资管理有限公司 | 25,209 | -4.20 | 8,950 | -2.95 | ||||
| 2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 28,786 | -1.70 | 10,220 | -0.41 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 2,102 | 5.68 | 746 | 7.03 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 217,089 | -14.76 | 77,055 | -13.65 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 17,453 | -1.92 | 6,197 | -0.64 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 1,173 | 416 | ||||||
| 2025-08-14 | 13F | 克里斯代尔顾问有限责任公司 | 27,384 | -39.21 | 9,723 | -38.42 | ||||
| 2025-08-14 | 13F | 头投资有限公司 | 3,266 | -18.68 | 1,160 | -17.63 | ||||
| 2025-08-15 | 13F | 帕鲁斯金融（英国）有限公司 | 95,911 | -3.51 | 34,053 | -2.25 | ||||
| 2025-05-15 | 13F | 黑石集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 银橡财富管理有限责任公司 | 854 | 303 | ||||||
| 2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 1,999 | 0.91 | 710 | 2.16 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 239,694 | 0.00 | 85,103 | 1.31 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 136,569 | 48,489 | ||||||
| 2025-08-08 | 13F | 神鹰资本管理公司 | 23,974 | -2.62 | 8,512 | -1.33 | ||||
| 2025-07-17 | 13F | 撒克逊利益公司 | 2,225 | 0.00 | 780 | 0.00 | ||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 1,307 | -69.87 | 452 | -61.29 | ||||
| 2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 14,816 | 0.26 | 5,260 | 1.58 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 17,868 | -32.83 | 6,344 | -31.95 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 130,497 | -0.42 | 46,333 | 0.88 | ||||
| 2025-08-14 | 13F | Strive 资产管理有限公司 | 3,393 | -39.83 | 1,205 | -39.07 | ||||
| 2025-08-26 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 49,965 | 2.75 | 17,740 | 4.10 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 3,073 | -6.54 | 1,091 | -5.30 | ||||
| 2025-08-29 | NP | DHLAX - 钻石山大盘基金 A 类 | 281,781 | -7.88 | 100,046 | -6.68 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 1,433 | 509 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 37,774 | 0.00 | 13,412 | 1.31 | ||||
| 2025-08-07 | 13F | Latko 财富管理有限公司 | 611 | 0 | ||||||
| 2025-07-22 | 13F | 希尔岛金融有限公司 | 1,234 | 438 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 43,542 | -0.80 | 15,546 | 5.68 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 183,241 | -0.31 | 65,060 | 1.00 | ||||
| 2025-07-31 | 13F | 北极星资产管理有限公司 | 7,227 | -2.03 | 2,566 | -0.77 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 17,249 | 0.09 | 6,124 | 1.41 | ||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 2,325 | 7.29 | 825 | 8.70 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 1,343 | 11.27 | 477 | 12.53 | ||||
| 2025-08-04 | 13F | 邓普顿菲利普斯资本管理有限公司 | 28,871 | 0.00 | 10,251 | 1.30 | ||||
| 2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 2,724 | 0.00 | 967 | 1.36 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 89,657 | 5.66 | 31,833 | 7.04 | ||||
| 2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 123,797 | -3.32 | 43,954 | -2.05 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | 198,835 | 0.00 | 70,596 | 1.31 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 8,275 | 1.14 | 2,938 | 2.48 | ||||
| 2025-08-12 | 13F | Rbo & Co 有限责任公司 | 5,230 | -1.15 | 1,857 | 0.11 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 2,539 | -3.17 | 902 | -1.96 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 51,438 | 1.77 | 18,263 | 3.11 | ||||
| 2025-07-07 | 13F | HMS 资本管理有限责任公司 | 788 | 0.00 | 280 | 13.41 | ||||
| 2025-08-12 | 13F | Stelac咨询服务有限责任公司 | 699 | 9.91 | 248 | 11.21 | ||||
| 2025-07-24 | 13F | 东方银行 | 340,004 | -1.05 | 120,718 | 0.24 | ||||
| 2025-04-04 | 13F | 资本市场策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 6,639 | 2,357 | ||||||
| 2025-07-09 | 13F | 南方金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 朗维财富管理 | 1,293 | -0.61 | 459 | 0.88 | ||||
| 2025-07-31 | 13F | 国民西敏寺集团有限公司 | 45,660 | 43.82 | 16,212 | 45.70 | ||||
| 2025-07-11 | 13F | 弗鲁斯投资管理公司 | 798 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 7,934 | 6.20 | 2,817 | 7.56 | ||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 195,519 | -21.14 | 69 | -19.77 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 5,290 | 0.11 | 1,878 | 1.46 | ||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 17,005 | 0.00 | 6,038 | 1.31 | ||||
| 2025-07-08 | 13F | 花岗岩湾财富管理有限责任公司 | 2,782 | 0.07 | 1 | |||||
| 2025-08-13 | 13F | 赫特纳资本管理公司 | 4,334 | 63.92 | 1,539 | 66.09 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,702 | 4.97 | 3,445 | 6.33 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 11,403 | -0.84 | 4,049 | 0.45 | ||||
| 2025-08-14 | 13F | 德美银行 | 6,133 | -0.98 | 2,178 | 0.32 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 6,312 | -2.53 | 2,241 | 111,950.00 | ||||
| 2025-07-08 | 13F | 波斯顾问有限责任公司 | 1,711 | 3.70 | 607 | 5.02 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 123,295 | 8.36 | 45,026 | 9.10 | ||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 103,848 | -3.87 | 36,871 | -2.61 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 1,846 | 7.26 | 655 | 8.62 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 40,236 | -1.26 | 14,286 | 0.03 | ||||
| 2025-04-29 | 13F | 卡拉莫斯顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-20 | 13F | 君主资本管理公司/ | 2,039 | 5.43 | 724 | 6.79 | ||||
| 2025-08-13 | 13F | 马丁公司 /tn/ | 9,846 | -0.45 | 3,496 | 0.84 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 41,450 | -1.70 | 15 | 0.00 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 12,991 | 5.78 | 4,744 | 6.51 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 213,712 | -3.61 | 75,878 | -2.35 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 788 | 12.25 | 280 | 13.41 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 11,009 | -1.96 | 3,909 | -0.69 | ||||
| 2025-08-12 | 13F | 规划替代方案有限公司/adv | 1,292 | -1.60 | 459 | -0.43 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 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 | 18,678 | 749.77 | 6,453 | 759.25 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 899,994 | 16.26 | 328,669 | 17.06 | ||||
| 2025-07-11 | 13F | 春天资本管理有限公司 | 23,383 | -0.29 | 8,302 | 1.02 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | M.克劳斯公司 | 1,668 | 0.00 | 592 | 1.37 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 22,453 | -47.96 | 7,972 | -47.28 | ||||
| 2025-08-26 | NP | QCGRRX - R1 级增长账户 | 1,956,581 | 0.09 | 694,684 | 1.40 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 17,418 | -2.07 | 6,184 | -0.79 | ||||
| 2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 24,486 | -5.01 | 8,694 | -3.76 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 24,598,958 | 5.11 | 8,733,396 | 6.49 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,561 | 16.94 | 4,340 | 18.20 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 23,700 | -2.87 | 8,415 | -1.60 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 15,958 | -0.68 | 5,666 | 0.64 | ||||
| 2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 11,019 | -1.91 | 3,912 | -0.64 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 6,500 | 32.65 | 2,308 | 34.36 | ||||
| 2025-07-11 | 13F | Ttp 投资公司 | 1,464 | 11.16 | 520 | 12.58 | ||||
| 2025-07-15 | 13F | 爱国者投资管理公司 | 1,442 | 13.10 | 512 | 14.57 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 630,900 | -14.37 | 224,001 | -13.25 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | 36,878 | -3.52 | 13,094 | -2.26 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 23,537 | 4.48 | 8,357 | 5.84 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 4,785 | -7.87 | 1,747 | -7.22 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 4,978 | 0.00 | 1,767 | 1.32 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 39,364 | 7.48 | 13,976 | 8.90 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 42,149 | 4.12 | 14,965 | 5.49 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,062 | 15.74 | 7,277 | 16.98 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 7,220 | -2.97 | 2,563 | -1.69 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 48 | -12.73 | 18 | -10.53 | ||||
| 2025-07-07 | 13F | 国联咨询私人有限公司 | 106,700 | -33.35 | 37,884 | -32.48 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 69 | 15.00 | 25 | 19.05 | ||||
| 2025-08-29 | NP | WEQCX - Teton Westwood C 类股票基金 | 2,810 | -11.33 | 998 | -10.18 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 4,360 | -79.38 | 1,506 | -79.16 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 4,322 | -21.42 | 1,493 | -20.54 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 1,253 | -8.87 | 445 | -7.69 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 651 | -0.46 | 231 | 0.87 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 1,144 | -1.12 | 406 | 0.25 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 2,267 | 0.93 | 805 | 2.16 | ||||
| 2025-06-27 | NP | PWB - Invesco 动态大盘成长 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 | 96,538 | -9.55 | 33,354 | -8.57 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 70,407 | -2.43 | 24,998 | -1.15 | ||||
| 2025-07-23 | 13F | 摄政资本管理公司\DE | 10,542 | -5.19 | 3,743 | -3.95 | ||||
| 2025-08-12 | 13F | 坚决财富策略有限责任公司 | 3,182 | -0.47 | 1,130 | 0.80 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 1,849 | 426.78 | 656 | 433.33 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 19,670 | -74.62 | 6,984 | -74.29 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 3,058 | -2.52 | 1,086 | -1.27 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 102,321 | -6.07 | 36,329 | -4.84 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 1,816 | -0.11 | 645 | 1.10 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 15,000 | 0.00 | 5,326 | 1.31 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 161,916 | 6.23 | 57,488 | 7.62 | ||||
| 2025-07-09 | 13F | 布洛吉特财富顾问有限公司 | 1,835 | -9.83 | 652 | -8.70 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 508,846 | -0.12 | 180,666 | 1.19 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 9,947,862 | -9.40 | 3,531,988 | -8.21 | ||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 1,141 | 3.45 | 405 | 4.92 | ||||
| 2025-04-16 | 13F | 斯坦利拉曼集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 4,097 | 0.91 | 1,455 | 2.25 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 8,427 | 0.00 | 2,992 | 1.32 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 2,201 | -45.44 | 781 | -44.73 | ||||
| 2025-08-11 | 13F | 王国金融集团有限责任公司。 | 8,845 | 3,141 | ||||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 3,166 | 1.60 | 1,124 | 3.02 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 5,638 | 6.56 | 2,002 | 7.93 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 1,762 | 172.76 | 626 | 176.55 | ||||
| 2025-08-14 | 13F | 野村控股公司 | Call | 553,000 | 70.15 | 196,343 | 72.38 | |||
| 2025-08-14 | 13F | 野村控股公司 | Put | 32,500 | 550.00 | 11,539 | 558.62 | |||
| 2025-07-08 | 13F | 先行资本管理公司 | 643 | 0.16 | 228 | 1.33 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 30,520 | -3.30 | 10,836 | -2.03 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 6,224 | -18.09 | 2,210 | -17.01 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 91,329 | -22.76 | 32,426 | -21.75 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 2,206 | 10.24 | 783 | 11.70 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 4,039 | 1.92 | 1,434 | 3.24 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 23,375 | -7.97 | 8,299 | -6.76 | ||||
| 2025-08-12 | 13F | RPG 投资咨询有限责任公司 | 645 | -49.29 | 229 | -48.54 | ||||
| 2025-08-05 | 13F | 诚信金融公司/西澳 | 1,693 | 35.12 | 601 | 36.90 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 4,699 | 1,668 | ||||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 3,127 | -26.15 | 1,110 | -25.15 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 45,620 | -14.36 | 16,197 | -13.24 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 17,800 | 5.10 | 6,320 | 6.47 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 325 | 0.00 | 115 | 29.21 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,514,348 | 7.77 | 534,747 | 10.46 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 7,048 | 0.47 | 2,529 | 2.89 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 7,347 | -3.51 | 2,609 | -2.25 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 4 | 1 | ||||||
| 2025-08-22 | NP | MSBWX - 美国弹性投资组合 C 级 | 222 | -3.06 | 79 | -2.50 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 1,305 | -6.18 | 458 | 4.10 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 1,620 | -7.53 | 575 | -6.35 | ||||
| 2025-07-10 | 13F | 麦克休集团有限公司 | 28,262 | 7.62 | 10,034 | 9.03 | ||||
| 2025-08-27 | NP | IWIRX - 吉尼斯阿特金森全球创新者基金 - 投资者类别 | 20,297 | -7.34 | 7,206 | -6.12 | ||||
| 2025-08-08 | 13F | RAM投资伙伴有限责任公司 | 2,613 | 7.05 | 928 | 8.42 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 674,648 | 36.62 | 239,534 | 38.41 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 24,580 | 2.33 | 8,727 | 3.67 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 19,227 | 2.49 | 6,822 | 3.77 | ||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 3,152 | 16.48 | 1,119 | 18.04 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 104,843 | -35.27 | 37,225 | -34.42 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 628,100 | 37.74 | 223,007 | 39.55 | |||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 5,791 | -13.81 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 903,200 | 3.31 | 320,681 | 4.66 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 95,041 | 18.96 | 33,744 | 20.52 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 1,350 | 1.89 | 0 | |||||
| 2025-07-01 | 13F | Legacy Wealth Management，有限责任公司/MS | 20,535 | -12.16 | 7,291 | -11.01 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 301,874 | 0.23 | 107,180 | 1.55 | ||||
| 2025-08-12 | 13F | 库克财富管理集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 8,544 | 2.15 | 3,034 | 3.48 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 16,158 | -0.07 | 5,737 | 1.24 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 6,870 | -5.99 | 2,439 | -4.76 | ||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 23,402 | 2.56 | 8,309 | 3.90 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 2,426,068 | -18.45 | 861,376 | -17.38 | ||||
| 2025-07-10 | 13F | 三季财富有限责任公司 | 8,986 | 0.63 | 3,190 | 1.95 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 888,679 | -7.57 | 315,525 | -6.36 | ||||
| 2025-08-05 | 13F | 埃莱瓦资本有限公司 | 2,984 | 1,059 | ||||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 1,788 | -13.37 | 653 | -12.83 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 4,195 | 6.69 | 1,490 | 8.06 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,360 | -1.52 | 26,046 | -0.23 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 平衡基金 3 级 | 39,741 | 0.00 | 14,110 | 1.31 | ||||
| 2025-07-16 | 13F | 考克斯资本管理有限责任公司 | 15,444 | -3.65 | 5,483 | -2.39 | ||||
| 2025-05-30 | NP | PMVIEQS - PIMCO StocksPLUS 全球投资组合机构类别 | 355 | -87.85 | 124 | -86.57 | ||||
| 2025-07-23 | 13F | Motiv8 投资有限责任公司 | 3,908 | 10.61 | 1,388 | 12.04 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 18,080 | 0.12 | 6,419 | 1.44 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 5,231 | 0.89 | 1,857 | 2.20 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 6,968 | 7.91 | 2,474 | 9.32 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,183 | 775 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 反向核心基金 1 级 | 67,181 | -2.23 | 23,853 | -0.95 | ||||
| 2025-07-09 | 13F | 客户至上投资管理有限公司 | 1,015 | 360 | ||||||
| 2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 23,344 | 0.96 | 8,288 | 2.28 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 4,902 | 17.55 | 1,740 | 19.10 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 66,874 | 17.92 | 23,743 | 19.47 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 488,286 | 4.99 | 173,366 | 6.36 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 8,673 | 0.00 | 3,079 | 1.32 | ||||
| 2025-07-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 18,039 | -8.76 | 6,588 | -8.13 | ||||
| 2025-07-16 | 13F | Vestia 个人财富顾问 | 692 | 4.06 | 246 | 5.60 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 255,109 | 0.73 | 90,576 | 2.05 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 71 | 1.43 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 359,628 | -7.05 | 127,686 | -5.83 | ||||
| 2025-08-13 | 13F | 艾恩伍德投资管理有限公司 | 3,552 | 1.20 | 1,261 | 2.52 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 3,156,309 | -0.11 | 1,121 | 1.17 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 3,019 | -15.15 | 1,072 | -14.11 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 36,293 | 30.15 | 12,221 | 28.33 | ||||
| 2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 91,818 | -21.42 | 32,600 | -20.39 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 678,546 | 1.23 | 240,918 | 2.56 | ||||
| 2025-08-26 | NP | PORIX - Trillium ESG 全球股票基金机构股份 | 57,517 | -2.47 | 20,421 | -1.20 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 3,537 | 11.65 | 1,256 | 13.06 | ||||
| 2025-08-05 | 13F | 希伯来大学雇员互助会有限公司 | 7,582 | 0.00 | 2,694 | 1.43 | ||||
| 2025-07-21 | 13F | 指南针规划协会 | 103 | 0.00 | 36 | 2.86 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 56,258 | 692 | ||||||
| 2025-07-07 | 13F | 泰勒摩根财富管理有限责任公司 | 801 | 0.12 | 284 | 1.43 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 1,693 | 0.00 | 601 | 1.35 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 535 | 0.00 | 190 | 1.07 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 7,016,579 | 4.95 | 2,491,242 | 6.33 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 69,800 | -37.90 | 24,782 | -37.09 | |||
| 2025-06-18 | NP | NWJCX - 全国 Ziegler NYSE Arca Tech 100 指数基金 A 类 | 35,145 | -3.47 | 12,143 | -2.43 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 6,550 | 1.10 | 2,326 | 2.42 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 89,900 | -19.52 | 31,919 | -18.46 | |||
| 2025-08-21 | NP | GESIX - Lazard 全球股票精选投资组合机构股票 | 5,683 | -13.92 | 2,018 | -12.80 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 697 | 0.00 | 247 | 1.23 | ||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 1,509 | 42.22 | 536 | 83.85 | ||||
| 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 | 42,062 | -8.84 | 15,361 | -8.22 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 14,504 | 5 | ||||||
| 2025-04-16 | 13F | 林氏集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 5,205 | -0.61 | 1,824 | 10.21 | ||||
| 2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 5,933 | -11.20 | 2,050 | -10.25 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 35,516 | -3.48 | 12,610 | -2.23 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 3,267 | -0.31 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 6,650 | 0.00 | 2,361 | 1.33 | ||||
| 2025-08-28 | NP | TOPT - iShares 前 20 名美国股票 ETF | 21,336 | 25.37 | 7,575 | 27.01 | ||||
| 2025-06-26 | NP | FDVV - 富达高股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 339,004 | 186.03 | 117,126 | 189.13 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 76,266 | 12.68 | 26,728 | 24.96 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 51,766 | 1.57 | 18,379 | 2.89 | ||||
| 2025-08-04 | 13F | 联合银行 | 393,506 | 1.06 | 140 | 2.21 | ||||
| 2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,425 | -3.97 | 11,203 | -2.93 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 363,896 | -6.23 | 125,704 | -5.96 | ||||
| 2025-07-21 | 13F | Keb资产管理有限公司 | 1,209 | 0.00 | 429 | 1.42 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 25,336 | 20.04 | 8,995 | 21.60 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 2,479 | -9.62 | 880 | -8.43 | ||||
| 2025-07-29 | NP | MBCC - Monarch 蓝筹股核心 ETF | 13,142 | -22.05 | 4,799 | -21.51 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 74,507 | 9.42 | 26,454 | 10.86 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 140,066 | 1.52 | 49,730 | 2.85 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 182,209 | 2.72 | 64,693 | 4.06 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 37,500 | -82.16 | 13,314 | -81.93 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 2,640 | 2.09 | 937 | 3.42 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 375,197 | -0.40 | 133,214 | 0.91 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 719 | 13.95 | 257 | 21.80 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,372 | 2.70 | 47,245 | 3.40 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 668 | 237 | ||||||
| 2025-07-11 | 13F | 山顶财富顾问有限公司 | 995 | 4.41 | 353 | 6.01 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 3,188 | -0.38 | 1,132 | 0.89 | ||||
| 2025-07-24 | NP | FBSOX - IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,158,848 | -8.27 | 423,200 | -7.64 | ||||
| 2025-07-16 | 13F | 剑桥顾问公司 | 4,116 | -14.80 | 1,461 | -13.65 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 3,377 | 0.09 | 1,199 | 1.35 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 452,615 | 12.72 | 160,701 | 14.20 | ||||
| 2025-08-14 | 13F | 考德威尔投资管理有限公司 | 5,100 | 0.00 | 1,809 | 4.09 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 5,220 | 2.92 | 1,853 | 4.28 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 590 | -8.39 | 209 | -7.11 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 5,141 | -12.91 | 1,825 | -11.75 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 82,242 | -4.03 | 29,200 | -2.77 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 196,200 | -26.30 | 69,661 | -25.33 | ||||
| 2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 24,465 | 21.72 | 8,453 | 23.03 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 115,028 | -23.14 | 40,841 | -22.13 | ||||
| 2025-08-04 | 13F | 4J 财富管理有限责任公司 | 1,052 | -2.32 | 374 | -1.06 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 22,009 | -23.02 | 7,814 | -22.01 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 256,317 | 0.53 | 91,005 | 1.85 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,013 | 36.61 | 21,425 | 38.09 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 807 | -4.95 | 287 | -3.70 | ||||
| 2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 72,448 | 1.42 | 26,457 | 2.11 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 625 | 6.29 | 222 | 7.28 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 209,822 | -0.22 | 74,497 | 1.08 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 1,765,637 | -0.43 | 627 | 0.81 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 155,425 | 0.00 | 55,184 | 1.31 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 道指 2x 策略基金可变年金 | 779 | -11.07 | 277 | -10.10 | ||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 1,081 | 384 | ||||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 18,670 | -2.07 | 6,629 | -0.79 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 28,491 | 103.70 | 10,116 | 106.39 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 86,182 | -30.85 | 30,599 | -29.94 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 799 | 0.00 | 284 | 1.07 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 199,512 | 1.73 | 70,837 | 3.06 | ||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 15,531 | -1.55 | 5,672 | -0.87 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 652 | -5.37 | 231 | -4.15 | ||||
| 2025-06-27 | NP | TWCIX - 选择基金投资者类别 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 | 71,700 | -47.70 | 24,772 | -47.14 | ||||
| 2025-07-24 | 13F | 本德罗伯特事务所 | 1,051 | 4.16 | 373 | 5.67 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 5,132 | 57.57 | 1,822 | 59.68 | ||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 21,426 | -3.30 | 7,607 | -2.02 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 1,837 | 13.61 | 652 | 15.19 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 493,580 | -4.72 | 175,246 | -3.48 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 74,964 | 6.12 | 26,616 | 7.50 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 4,618 | 0.87 | 1,640 | 2.18 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 368,467 | -7.19 | 130,824 | -5.97 | ||||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 858 | -0.46 | 304 | 1.00 | ||||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 3,440 | -10.30 | 1,221 | -9.15 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 262,665 | 19.04 | 93,545 | 20.97 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 1,500 | 1.49 | 533 | 2.90 | ||||
| 2025-07-30 | NP | FILFX - 战略顾问国际基金 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 | 40,325 | -49.71 | 14,726 | -49.36 | ||||
| 2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 176,125 | -18.20 | 62,533 | -17.12 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 3,234 | -56.24 | 1,148 | -28.29 | ||||
| 2025-08-01 | 13F | 学院资本管理公司/德克萨斯州 | 2,062 | 139.77 | 732 | 143.19 | ||||
| 2025-03-27 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 580 | 62.01 | 198 | 92.23 | ||||
| 2025-07-15 | 13F | 梧桐金融顾问公司 | 14,773 | -1.03 | 5,245 | 0.27 | ||||
| 2025-08-12 | 13F | 坚果壳资产管理有限公司 | 6,500 | 35.42 | 2,308 | 37.16 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 117 | 0.00 | 42 | 0.00 | ||||
| 2025-07-07 | 13F | 西联银行 | 15,611 | 86.98 | 5,543 | 89.47 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 1,974 | 4.78 | 701 | 6.06 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 995 | -2.45 | 344 | -3.64 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 6,706 | 8.88 | 2,381 | 10.29 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 4,556 | 21.40 | 1,618 | 22.97 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 3,154 | 12.84 | 1,120 | 14.30 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 982 | 349 | ||||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 1,686 | 19.07 | 616 | 19.88 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 1,474,513 | -0.13 | 523,526 | 1.18 | ||||
| 2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 1,487 | -4.06 | 528 | -2.95 | ||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 93,661 | -6.83 | 33,254 | -5.61 | ||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 1,078 | 12.53 | 383 | 14.03 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 1,465 | -4.25 | 514 | 6.21 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 2,058 | 4.95 | 1 | |||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 63,287 | 8.13 | 22,470 | 9.55 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 600 | -11.37 | 213 | -10.13 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 915 | 7.90 | 0 | |||||
| 2025-08-13 | 13F | 德布洛集团公司 | 23,327 | -2.08 | 8,282 | -0.79 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 7,269 | 1.62 | 2,587 | 3.19 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 2,848 | 1.42 | 1,011 | 2.74 | ||||
| 2025-06-26 | NP | FigX - 富达系列国际成长基金 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 | 737,870 | 1.43 | 254,934 | 2.53 | ||||
| 2025-07-09 | 13F | 伯尔金融服务有限责任公司 | 1,195 | -4.40 | 424 | -3.20 | ||||
| 2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 16,515 | -0.57 | 5,864 | 0.72 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 844 | 44.52 | 300 | 46.57 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 9,756 | -13.65 | 3,464 | -12.53 | ||||
| 2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-06-10 | 13F/A | 民兵资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | QGRPX - 瑞银美国优质增长合理价格基金 P 类 | 33,187 | -1.67 | 11,783 | -0.37 | ||||
| 2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 181,135 | 0.00 | 64,312 | 1.31 | ||||
| 2025-07-14 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,255 | -9.36 | 2,931 | -8.18 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 97,612 | -11.63 | 35,647 | -11.03 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 23 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 10,889 | -13.28 | 3,866 | -12.16 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 13,632 | 2.15 | 4,840 | 3.49 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 11,647 | -0.52 | 4,135 | 26.57 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth 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 | 31,572 | 0.96 | 11,210 | 2.28 | ||||
| 2025-08-27 | NP | MFOCX - Marsico 焦点基金 | 104,908 | 0.00 | 37,248 | 1.31 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,383 | 125.81 | 1,556 | 128.82 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 1,654 | 0.00 | 580 | 0.00 | ||||
| 2025-04-30 | 13F | 圆石顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | IGIAX - 诚信增长与收入基金 A 类 | 15,000 | 0.00 | 5,182 | 1.07 | ||||
| 2025-04-30 | 13F | 财富咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 183,276 | -4.71 | 65 | -2.99 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 477,811 | -0.68 | 174,492 | 0.00 | ||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 227 | 0.00 | 81 | 1.27 | ||||
| 2025-08-12 | 13F | 伊萨卡集团有限公司 | 65,748 | -3.36 | 23,344 | -2.10 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 9,010 | 0.48 | 3,199 | 1.78 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 27,587 | 14.93 | 9,795 | 16.43 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 4,592 | 1.03 | 1,630 | 2.39 | ||||
| 2025-08-27 | NP | MGRIX - Marsico 成长基金 | 16,751 | 0.00 | 5,947 | 1.31 | ||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 15,768 | -1.21 | 5,598 | 0.09 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 4,002 | -7.40 | 1,421 | -6.21 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 5,746 | -2.89 | 2,040 | 9.09 | ||||
| 2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90,940 | -10.77 | 32,288 | -9.60 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 4,682 | -2.88 | 1,662 | -1.60 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 63,667 | 21,997 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 514,303 | -1.20 | 182,603 | 0.09 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 2,016 | 4.78 | 711 | 5.49 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 125,450 | -0.77 | 44,541 | 0.53 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 174,079 | 0.81 | 61,807 | 2.14 | ||||
| 2025-07-24 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 2,009 | 713 | ||||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 100 | -9.91 | 35 | -8.11 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 88,648 | -10.83 | 31 | -8.82 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 54 | 3.85 | 19 | 5.88 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 9,414 | -1.64 | 3,342 | -0.36 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 291,500 | -0.48 | 103,497 | 0.83 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 1,382 | 0.00 | 491 | 1.24 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准 | 16,104 | 0.00 | 5,718 | 1.31 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 51,958 | 16.41 | 18,448 | 17.93 | ||||
| 2025-08-26 | NP | EDOW - First Trust Dow 30 等权重 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 | 19,335 | -21.20 | 6,865 | -20.18 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 3,561 | -1.47 | 1,264 | -0.16 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 75,357 | -4.43 | 26,756 | -3.18 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 17,777 | 19.82 | 6,312 | 21.39 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 2,351 | -4.66 | 835 | -3.47 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 25,023 | -4.32 | 8,884 | -3.07 | ||||
| 2025-07-23 | 13F | 第一招商局 | 62,897 | -4.58 | 22,332 | -3.33 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 7,824 | 55.02 | 2,778 | 57.13 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 8,922 | 8.62 | 3,168 | 10.04 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 926 | -10.53 | 329 | -9.39 | ||||
| 2025-08-15 | 13F/A | GCQ 基金管理有限公司 | 147,464 | 26.11 | 52,357 | 27.76 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 428,381 | -19.17 | 152,097 | -18.11 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 13,079 | 1.20 | 4,644 | 2.52 | ||||
| 2025-08-13 | 13F | 西切斯特资本顾问公司 | 2,135 | -0.19 | 758 | 1.20 | ||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 104,741 | -0.64 | 37,188 | 0.67 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 10,365 | -5.92 | 3,680 | -4.69 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 1,061 | 0.00 | 377 | 1.35 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 4,566 | -14.86 | 1,621 | -13.73 | ||||
| 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 | 787,449 | 1.07 | 272,064 | 2.17 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 290,271 | 3.09 | 106,004 | 3.79 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 39,389 | -0.61 | 13,985 | 0.70 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 19,466 | -15.16 | 6,822 | -5.92 | ||||
| 2025-05-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 428 | -0.70 | 152 | 0.00 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 503,813 | -2.00 | 178,879 | -0.72 | ||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 56,499 | 1.37 | 20,060 | 2.69 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 6,447 | -0.28 | 2,289 | 1.06 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 61,760 | 3.30 | 22 | 5.00 | ||||
| 2025-07-28 | NP | NBGX - 路博迈成长ETF | 832 | 3.35 | 304 | 4.12 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 189 | 37.96 | 67 | 39.58 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 636 | 43.57 | 226 | 45.16 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 6,064 | -0.61 | 2,153 | 0.70 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 112,833 | -2.70 | 40,061 | -1.42 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 24,170 | 7.19 | 8,582 | 8.59 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 6,603 | 8.75 | 2,344 | 10.15 | ||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 129,968 | 0.00 | 46,145 | 1.31 | ||||
| 2025-08-12 | 13F | 戈珀·布克哈特有限责任公司 | 900 | 0.00 | 320 | 1.27 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 793 | 282 | ||||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 125,164 | 33.56 | 44,439 | 35.31 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 879 | 3.17 | 312 | 4.70 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 30,032 | 6.80 | 10,663 | 8.19 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 99,717 | 6.88 | 35,405 | 8.28 | ||||
| 2025-08-14 | 13F | LTS One 管理有限合伙人 | 40,000 | 14,202 | ||||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 104,073 | 10.90 | 38,006 | 11.66 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 446,720 | 10.22 | 154,342 | 11.41 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 4,413 | 15.64 | 1,579 | 23.38 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 9,421 | -0.78 | 3,364 | 7.48 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 939 | 15.93 | 333 | 17.67 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 529 | -76.19 | 188 | -69.34 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 3,361,979 | -2.42 | 1,193,671 | -1.14 | ||||
| 2025-08-13 | 13F | 马克纳资本管理有限公司 | 74,051 | 9.56 | 26,292 | 10.99 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 300 | 0.67 | 107 | 1.92 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 14,721 | -10.60 | 5,227 | -9.43 | ||||
| 2025-05-12 | 13F | 加拿大国家银行/fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 960,140 | 13.26 | 341 | 14.48 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 4,307 | -0.51 | 1,531 | 0.92 | ||||
| 2025-04-17 | 13F | 生动财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 24,675 | 2.11 | 8,761 | 3.45 | ||||
| 2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 1,542 | -89.74 | 547 | -4.20 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 50,902 | 1.96 | 18,073 | 3.29 | ||||
| 2025-07-31 | 13F | 沙克投资有限公司/哦 | 7,585 | -4.05 | 2,693 | -2.78 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 2,176 | 1.26 | 773 | 2.66 | ||||
| 2025-08-27 | NP | INSAX - Catalyst 内部购买基金 A 类 | 80 | 0.00 | 28 | 0.00 | ||||
| 2025-07-23 | 13F | 定义财务规划有限责任公司 | 902 | -9.26 | 313 | -9.01 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 553,367 | -0.48 | 196,473 | 0.82 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 40,115 | -17.57 | 14,243 | -16.49 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 530 | 14.22 | 188 | 16.05 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 10,516 | -38.23 | 3,734 | -37.43 | ||||
| 2025-08-11 | 13F | 铜叶资本有限责任公司 | 5,397 | 0.47 | 1,916 | 1.81 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,958 | 17.81 | 2,541 | 18.58 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 6,661 | 3.27 | 2,365 | 4.65 | ||||
| 2025-05-16 | 13F | 协调金融服务有限公司/CO | 4,444 | -1.75 | 1,558 | 31.17 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 3,425 | -1.67 | 1,216 | -0.33 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 7,824 | 2,473 | ||||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,896,919 | 0.86 | 673,501 | 2.18 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 150,660 | 3.33 | 53,492 | 4.69 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 1,918 | -1.89 | 681 | -0.73 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 12,505 | -23.18 | 4,440 | -22.19 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,411 | 16.72 | 44,172 | 18.25 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 1,605 | -0.37 | 570 | 0.89 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 44,300 | -3.90 | 15,729 | -2.65 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 467 | 3.32 | 164 | 38.14 | ||||
| 2025-04-16 | 13F | 伦巴底奥迪尔 SCmA 公司 | Put | 0 | 0 | |||||
| 2025-08-13 | 13F | 港口顾问有限责任公司 | 4,000 | 0.00 | 1,420 | 1.36 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 27,144 | 17.31 | 9,913 | 18.11 | ||||
| 2025-08-12 | 13F | 埃格顿资本（英国）有限责任合伙 | 1,910,315 | 99.20 | 678,257 | 101.81 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 104,704 | -1.55 | 37,175 | -0.26 | ||||
| 2025-06-11 | NP | SGGAX - DWS 大盘焦点成长基金 A 类 | 42,273 | -0.53 | 14,605 | 0.54 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 16,569 | 6,051 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 2,269 | -2.91 | 806 | -1.71 | ||||
| 2025-08-14 | 13F | 湾街资本有限责任公司 | 275 | 0.00 | 98 | 1.04 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 71 | 0.00 | 25 | 4.17 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 350,488 | 2.27 | 124,441 | 3.61 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 3,435 | 16.13 | 1,220 | 17.66 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 58 | 45.00 | 21 | 42.86 | ||||
| 2025-08-13 | 13F | 加维兰投资伙伴有限责任公司 | 63,000 | 0.00 | 22,368 | 1.31 | ||||
| 2025-08-12 | 13F | 斯奈德资本管理公司 | 130,917 | -19.84 | 46,482 | -18.79 | ||||
| 2025-04-17 | 13F | 人生规划合作伙伴公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 3,855 | 0.42 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 32,595 | -6.28 | 11,573 | -5.05 | ||||
| 2025-05-12 | 13F | 槐木资本顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | Councilmark 资产管理有限公司 | 697 | 0.00 | 247 | 1.23 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 27,095 | -1.04 | 9,620 | 0.26 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 2,600 | 923 | ||||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 108,059 | 24.34 | 38,366 | 25.97 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 770,484 | -5.47 | 274 | -4.21 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 161,755 | -1.44 | 57,431 | -0.15 | ||||
| 2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 121,798 | 16.17 | 42,081 | 17.43 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 2,600 | -55.17 | 923 | -54.58 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 12,345 | -46.02 | 4,383 | -45.32 | ||||
| 2025-05-14 | 13F | 哈伯特基金顾问公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 39,234 | -1.32 | 13,930 | -0.02 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 55,609 | -0.09 | 19,744 | 1.22 | ||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 2,444 | 7.52 | 868 | 8.92 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 271,149 | 76.63 | 96,271 | 78.94 | ||||
| 2025-07-25 | NP | USCRX - 基石适度激进基金 | 5,866 | 0.00 | 2,142 | 0.71 | ||||
| 2025-06-26 | NP | MWEFX - MFS 全球股票基金 A | 213,496 | -6.85 | 73,763 | -5.85 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 4,155 | -11.20 | 1,475 | -10.01 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Holt Capital Advisors, LLC dba Holt Capital Partners, LP | 4,156 | 0.00 | 1,476 | 1.30 | ||||
| 2025-06-27 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer 全球焦点基金 R6 级 | 55,884 | 0.00 | 19,308 | 1.08 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 5,024 | -13.41 | 1,736 | -12.51 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 23,215 | 18.48 | 8,242 | 20.04 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 193,565 | 7.25 | 68,725 | 8.66 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,472 | 204.76 | 538 | 206.86 | ||||
| 2025-08-14 | 13F | FJ资本管理有限公司 | 1,806 | -38.82 | 641 | -38.01 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 22,414 | -1.06 | 7,958 | 0.24 | ||||
| 2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 8,545 | -15.08 | 2,952 | -14.16 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 3,752 | 0.78 | 1,332 | 2.07 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 55,704 | -0.23 | 19,778 | 1.07 | ||||
| 2025-07-18 | 13F | 全景资本合伙有限公司 | 3,092 | 4.25 | 1,110 | 21.33 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 47,553 | 2.13 | 16,884 | 3.47 | ||||
| 2025-08-28 | NP | RGRYX - Victory RS成长基金Y类 | 34,757 | -1.92 | 12,340 | -0.64 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 14,682 | -1.09 | 5,213 | 0.19 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 265,578 | 16.39 | 96,986 | 17.18 | ||||
| 2025-08-08 | 13F | 交响金融服务有限公司 | 11,168 | 5.63 | 3,965 | 7.02 | ||||
| 2025-07-29 | 13F | 巴登资本管理公司 | 6,876 | -3.93 | 2,441 | -2.67 | ||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 8,867 | -10.56 | 3,148 | -9.38 | ||||
| 2025-07-14 | 13F | 沙夫投资有限公司 | 474,828 | -4.38 | 168,593 | -3.13 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 1,956 | 8.43 | 694 | 9.81 | ||||
| 2025-08-27 | NP | BIOPX - 男爵机会基金 | 99,800 | 6.28 | 35,434 | 7.67 | ||||
| 2025-08-22 | NP | MSDKX - 国际弹性投资组合 I 类 | 188 | -9.62 | 67 | -8.33 | ||||
| 2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 269,045 | -1.06 | 95,524 | 0.24 | ||||
| 2025-08-06 | 13F | Ar资产管理公司 | 860 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 795,468 | -6.68 | 282,431 | -5.46 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 7,098 | -0.99 | 2,520 | 0.32 | ||||
| 2025-06-03 | 13F | 投资有限责任公司 | 3,654 | 42.57 | 1,280 | 58.02 | ||||
| 2025-07-30 | 13F | 亚历克西斯投资合伙公司 | 4,371 | -1.93 | 1,531 | -0.52 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 4,490 | -0.73 | 1,640 | -0.06 | ||||
| 2025-08-14 | 13F | 纪律资本管理有限责任公司 | 176 | 0.57 | 62 | 1.64 | ||||
| 2025-08-13 | 13F | 蓝鲸资本 | 108,534 | -21.41 | 38,535 | -20.38 | ||||
| 2025-08-27 | NP | WVALX - 价值基金 - 投资者类别 | 125,000 | -13.79 | 44,381 | -12.66 | ||||
| 2025-07-31 | 13F | 港口投资管理有限公司 | 6,253 | -1.73 | 2,220 | -0.40 | ||||
| 2025-08-14 | 13F | 核心财富顾问公司 | 1,343 | 67.46 | 477 | 69.40 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 8,643 | -8.25 | 3,033 | -8.12 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 2,154 | 31.82 | 765 | 33.57 | ||||
| 2025-07-22 | 13F | 普伦蒂斯·史密斯公司 | 4,094 | 0.00 | 1,454 | 1.32 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 1,228 | 0.00 | 436 | 1.40 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 7,581 | -12.68 | 2,692 | -11.54 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 6,600 | 9.89 | 2,343 | 11.36 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 266,080 | -1.81 | 94,472 | -0.52 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 2,739,833 | 7.80 | 1,000,560 | 8.54 | ||||
| 2025-08-13 | 13F | 系统财务管理有限公司 | 8,300 | 0.00 | 2,947 | 1.31 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 13,844 | 72.73 | 5,056 | 73.89 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 63,499 | 0.43 | 22,545 | 1.75 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 80,851 | 24.47 | 28,706 | 26.10 | ||||
| 2025-07-14 | 13F | 伍斯特·科塞尔财富管理公司 | 635 | 0.32 | 225 | 1.81 | ||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 15,171 | -0.21 | 5,386 | 1.09 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 18,762 | 0.09 | 6,662 | 1.40 | ||||
| 2025-08-14 | 13F | TT资本管理有限公司 | 1,353 | 472 | ||||||
| 2025-07-24 | 13F | 巴斯金金融服务公司 | 173,417 | -0.89 | 62 | 0.00 | ||||
| 2025-05-15 | 13F | SIH 合伙人有限责任合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 26,870 | -11.57 | 9,540 | -10.41 | ||||
| 2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 241,451 | 12.64 | 88,175 | 13.41 | ||||
| 2025-05-28 | NP | 规则 - 自适应核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 48,316,514 | 1.43 | 17,154,778 | 2.76 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 4,098 | -16.93 | 1,455 | -15.86 | ||||
| 2025-03-19 | NP | NWFAX - 全国基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Bls Capital Fondsmaeglerselskab A/s | 435,372 | -2.03 | 154,579 | -0.74 | ||||
| 2025-08-27 | NP | BDAFX - 男爵持久优势基金 | 62,415 | 0.00 | 22,160 | 1.31 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 3,338 | 13.58 | 1,185 | 15.05 | ||||
| 2025-08-14 | 13F | 特朗布朗资本集团 | 8,718 | 2.75 | 3,095 | 4.10 | ||||
| 2025-03-13 | 13F | PKO投资管理股份公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 5,244 | 1.92 | 1,862 | 3.22 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 32,639 | -1.54 | 11,588 | -0.25 | ||||
| 2025-06-25 | NP | WWLAX - Westwood 质量价值基金 A 类股票 | 13,465 | -10.81 | 4,652 | -9.84 | ||||
| 2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 628 | -24.79 | 223 | -23.63 | ||||
| 2025-08-13 | 13F | 托比亚斯财务顾问公司 | 3,629 | 37.57 | 1,288 | 39.39 | ||||
| 2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 1,591 | -1.61 | 503 | -11.31 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 570 | 0.00 | 202 | 1.51 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 47,962 | 33.36 | 16,571 | 34.80 | ||||
| 2025-08-12 | 13F | 锻造第一资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 271,505 | 13.37 | 93,805 | 14.60 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 30,963 | 4.28 | 10,993 | 5.64 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 15,066 | 5,349 | ||||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 14,762 | -0.17 | 5,241 | 1.14 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 25,740 | 2.06 | 8,745 | 3.44 | ||||
| 2025-07-30 | 13F | 退休计划小组 | 4,497 | 36.31 | 1,597 | 38.06 | ||||
| 2025-08-14 | 13F | 锦绣资本投资管理有限公司 | 2,255 | 0.00 | 801 | 1.27 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 8,020 | 7.03 | 2,929 | 7.77 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 56,082 | -6.92 | 19,912 | -5.70 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 3,654 | 0.41 | 1,297 | 1.73 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 144,889 | 57.36 | 51,443 | 59.42 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 10,868 | -2.27 | 3,859 | -1.00 | ||||
| 2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 1,304 | 3.74 | 0 | |||||
| 2025-08-14 | 13F | 索罗班资本合伙公司 | 1,389,004 | -6.97 | 493,166 | -5.75 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 420,172 | -1.78 | 149,182 | -0.49 | ||||
| 2025-08-15 | 13F | 布朗财务顾问 | 7,130 | -2.07 | 2,532 | -0.78 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 424 | 0.95 | 151 | 2.04 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 2,858 | -8.78 | 1,015 | -7.57 | ||||
| 2025-07-22 | 13F | 希科利资产管理公司 | 3,931 | 0.64 | 1,396 | 1.97 | ||||
| 2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 810 | 127.53 | 288 | 131.45 | ||||
| 2025-07-25 | 13F | 苏玛公司 | 1,179 | 0.00 | 419 | 1.21 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 52,038 | -0.07 | 18,476 | 1.24 | ||||
| 2025-05-15 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 733,670 | -1.89 | 260,490 | -0.61 | ||||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | 4,320 | 31.11 | 1,534 | 32.84 | ||||
| 2025-07-25 | 13F | 吉布森资本有限责任公司 | 1,328 | -18.02 | 472 | -16.93 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 28,112 | -2.60 | 9,981 | -1.32 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 22,250 | 2,448.68 | 7,900 | 2,489.84 | ||||
| 2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 381,025 | 2.77 | 135,438 | 4.11 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 64,552 | -38.34 | 22,919 | -37.53 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 835 | 0.00 | 296 | 1.37 | ||||
| 2025-05-20 | 13F | 蓝岩财富管理有限公司 | 1,168 | 20.79 | 409 | 34.10 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 15,112 | 3.04 | 5,366 | 4.40 | ||||
| 2025-07-15 | 13F | 媒体 Pno 行业养老基金 | 53,000 | 0.00 | 16 | -5.88 | ||||
| 2025-05-12 | 13F | Aveo 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 123,032 | -18.88 | 43,118 | -10.05 | ||||
| 2025-07-18 | 13F | 木兰私人财富有限责任公司 | 920 | 6.73 | 327 | 7.95 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 125,058 | 1.19 | 44,402 | 2.52 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 4,069 | 75.92 | 1,445 | 78.27 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 489,693 | -52.94 | 173,865 | -52.33 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 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 | 1,098,993 | -4.14 | 390,197 | -2.89 | ||||
| 2025-07-15 | 13F | 赫布斯特集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 6,725 | 8.78 | 2,388 | 10.20 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 27,514 | 16.40 | 9,506 | 17.66 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 587,706 | -83.04 | 208,662 | -82.82 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 240 | 0.00 | 85 | 1.19 | ||||
| 2025-08-04 | 13F | 小屋街顾问有限责任公司 | 17,899 | -3.36 | 6,355 | -2.10 | ||||
| 2025-08-06 | 13F | 石桥财务规划集团有限责任公司 | 8,410 | -5.27 | 2,986 | -4.02 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 744,895 | 32,700.31 | 2 | -99.75 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 6,091 | 0.16 | 2,163 | 1.45 | ||||
| 2025-08-06 | 13F | Vantage 金融合作伙伴有限责任公司 | 1,987 | 0.15 | 706 | 1.44 | ||||
| 2025-08-07 | 13F | Apeiron RIA 有限责任公司 | 1,974 | -7.45 | 701 | -6.29 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | Call | 77,800 | 0.00 | 27,540 | 1.63 | |||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A2 系列 | 1,552 | -8.27 | 551 | -6.93 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 645,376 | 11.01 | 229 | 12.81 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 367 | -13.24 | 127 | -12.50 | ||||
| 2025-07-30 | 13F | 保罗·达蒙联合公司 | 3,246 | 31.15 | 1,152 | 32.87 | ||||
| 2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 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 | 424,937 | -38.28 | 150,874 | -37.47 | ||||
| 2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 817 | 11.16 | 282 | 14.63 | ||||
| 2025-08-07 | 13F | 阿米卡退休医疗信托基金 | 4,185 | -6.25 | 1 | 0.00 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 增值投资组合 - 初始股份 | 19,370 | -15.30 | 6,877 | -14.20 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH 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 | 208,012 | -7.96 | 75,964 | -7.33 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 7,678,604 | 3.35 | 2,652,958 | 4.47 | ||||
| 2025-07-25 | 13F | GFS 顾问有限责任公司 | 5,094 | 1,809 | ||||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 2,627 | -1.46 | 933 | -0.21 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 145 | 50 | ||||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 91 | 0.00 | 32 | 3.23 | ||||
| 2025-08-11 | 13F | 斯莱格金融有限责任公司 | 13,081 | 90.77 | 4,645 | 93.26 | ||||
| 2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 1,159,500 | 30.84 | 400,607 | 70.16 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 48,116 | 0.57 | 17,084 | 1.89 | ||||
| 2025-07-25 | 13F | 夏普金融服务有限公司 | 3,162 | 21.10 | 1,123 | 22.76 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 51,956 | -1.84 | 18,447 | -0.56 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 52,326 | 4.62 | 18,578 | 5.99 | ||||
| 2025-08-13 | 13F | 全球捐赠管理有限合伙人 | 2,166 | 12.00 | 769 | 13.59 | ||||
| 2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 1,122 | -75.08 | 398 | -72.01 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 19,543 | 29.95 | 6,752 | 31.36 | ||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 148,479 | -6.71 | 52,718 | -5.49 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 85,597 | -5.60 | 30,391 | -4.36 | ||||
| 2025-07-14 | 13F | 克里奥资产管理有限责任公司 | 27,083 | 11.79 | 9,616 | 13.25 | ||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | Put | 1,800 | 0 | |||||
| 2025-07-18 | 13F | 黄金投资管理有限公司 | 4,598 | 0.02 | 1,633 | 1.37 | ||||
| 2025-08-14 | 13F | 一河资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,736 | 1.54 | 10,913 | 2.87 | ||||
| 2025-05-06 | 13F | 热那亚资本资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 23,095 | -21.80 | 8,200 | 0.97 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 45,309 | 0.30 | 16,087 | 1.62 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 240,488 | 64.84 | 85,385 | 67.00 | ||||
| 2025-07-16 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 4,303 | 89.31 | 1,571 | 90.66 | ||||
| 2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 45 | -2.17 | 16 | 0.00 | ||||
| 2025-07-11 | 13F | 资本优势公司 | 3,358 | -1.06 | 1,192 | 11.19 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,555 | -82.96 | 552 | -82.73 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 8,510 | 0.19 | 3,022 | 1.51 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 392,292 | -0.85 | 139,283 | 0.45 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 10,437 | 0.05 | 3,706 | 1.37 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 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 | 26,706 | 67.74 | 9,753 | 68.90 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A3 系列 | 1,021 | -7.52 | 363 | -6.22 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 5,030 | 12.20 | 1,786 | 13.69 | ||||
| 2025-08-13 | 13F | Fairtree 资产管理（私人）有限公司 | 2,442 | 93.66 | 867 | 96.60 | ||||
| 2025-08-28 | NP | TRXAX - Catalyst/MAP 全球平衡基金 A 类 | 300 | 50.00 | 107 | 51.43 | ||||
| 2025-08-14 | 13F | 氦顾问有限责任公司 | 8,227 | -0.40 | 2,921 | 0.93 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 120,806 | -3.19 | 42,892 | -1.92 | ||||
| 2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 8,011 | 2,844 | ||||||
| 2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 万城投资管理有限公司 | 128,302 | 0.34 | 46 | 2.27 | ||||
| 2025-07-25 | NP | LCCAX - 哥伦比亚逆向核心基金 A 类 | 616,131 | 0.00 | 225,005 | 0.68 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 54,324 | -1.04 | 18,769 | 0.03 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 9,013 | 7.13 | 3,200 | 8.55 | ||||
| 2025-08-27 | NP | BFIUX - Baron FinTech 基金 R6 股票 | 9,500 | 0.00 | 3,373 | 1.29 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 14,621 | 0.51 | 5,097 | 2.21 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 3,893 | 14.74 | 1,382 | 16.23 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 35,440 | 200.90 | 12,583 | 204.87 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 71,843 | 9.70 | 25,508 | 11.14 | ||||
| 2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 467,022 | -5.08 | 165,816 | -3.84 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 51,363 | -1.72 | 18,757 | -1.05 | ||||
| 2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 687,817 | 30.25 | 237,641 | 31.66 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 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 | 2,655,214 | 6.65 | 969,658 | 7.38 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 53,258 | 0.46 | 18,401 | 1.55 | ||||
| 2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 4,343 | -0.48 | 1,542 | 0.78 | ||||
| 2025-07-18 | 13F | 韦策尔投资顾问公司 | 858 | -8.92 | 305 | -7.88 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 193,628 | -1.67 | 68,747 | -0.38 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 9,757 | -1.16 | 3,459 | 0.00 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 11,818 | 1.47 | 4,196 | 2.79 | ||||
| 2025-08-13 | 13F | 洛伊特霍尔德集团有限公司 | 20,066 | -9.05 | 7,124 | -7.85 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 3,264 | -65.84 | 1,128 | -65.48 | ||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 3,835 | -8.58 | 1,362 | -7.41 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 8,750 | 35.26 | 3,071 | 50.20 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 383 | 139.38 | 136 | 141.07 | ||||
| 2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 9,434 | 0.22 | 3,350 | 1.55 | ||||
| 2025-08-05 | 13F | Firetrail投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 38,241 | -14.45 | 13,965 | -13.86 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 4,072 | 7.02 | 1,445 | 8.56 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 3,409 | -0.47 | 1,211 | 0.83 | ||||
| 2025-07-30 | 13F | 太平洋高地资产管理有限公司 | 54,000 | 1.89 | 19,173 | 3.22 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 1,194 | 33.56 | 424 | 35.14 | ||||
| 2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 7,178 | -0.10 | 2,549 | 1.19 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 629,116 | -2.45 | 223,336 | -1.05 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 5,863 | -0.96 | 2,082 | 0.34 | ||||
| 2025-06-27 | NP | AIM国际互惠基金（INVESCO INTERNATIONAL MUTUAL FUNDS）——景顺奥本海默全球基金C类 | 839,996 | 0.00 | 290,219 | 1.08 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 4,649 | 464.20 | 1,651 | 472.92 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 68,474 | -0.74 | 24,312 | 0.55 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 17,136 | 97.31 | 6,084 | 99.90 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 2,139 | 223.60 | 759 | 228.57 | ||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 9,839 | 0.46 | 3,493 | 1.78 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 3,760 | 2.45 | 1,335 | 3.73 | ||||
| 2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 75,786 | 0.00 | 26,908 | 1.31 | ||||
| 2025-08-26 | NP | QAAAJX - T. Rowe 价格蓝筹成长投资组合 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 | 220,810 | 0.27 | 78,399 | 1.58 | ||||
| 2025-08-14 | 13F | 南街顾问有限责任公司 | 61,135 | -1.97 | 21,706 | -0.69 | ||||
| 2025-08-14 | 13F | 孟德尔资本管理有限公司 | 3,606 | 1.43 | 1,280 | 2.73 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 39,809 | 13.63 | 14,134 | 15.12 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 14,365 | -0.55 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 6,310 | 0.00 | 2,241 | 1.31 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 21,855 | 0.97 | 7,760 | 2.29 | ||||
| 2025-07-21 | 13F | 联合投资集团有限责任公司 | 23,320 | 0.00 | 8,280 | 1.31 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 6,188 | 2.65 | 2,197 | 4.02 | ||||
| 2025-08-26 | NP | FTCS - First Trust Capital Strength 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 | 485,134 | -8.57 | 172,247 | -7.37 | ||||
| 2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 139,074 | -5.47 | 48,050 | -4.44 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 149,525 | 3.86 | 51,661 | 4.98 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 6,310 | -0.09 | 2,304 | 0.61 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,588 | 62.54 | 564 | 64.62 | ||||
| 2025-08-12 | 13F | 基石资本公司 | 129,721 | -4.45 | 46,057 | -3.20 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 6,900 | 0.00 | 2,450 | 1.28 | |||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 2,232,172 | 11.81 | 792,533 | 13.28 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 6,364 | -3.55 | 2,260 | -2.29 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 31,252 | -4.73 | 10,798 | -3.70 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 26,922 | -19.67 | 9,559 | -18.62 | ||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | 12,601 | -1.28 | 4,474 | 0.00 | ||||
| 2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 1,326 | -1.70 | 471 | -0.42 | ||||
| 2025-07-22 | 13F | 蓝色广场资产管理有限公司 | 993 | 0.00 | 353 | 1.15 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 43,146 | 7.98 | 15,319 | 9.40 | ||||
| 2025-07-07 | 13F | 佛得资本管理公司 | 4,081 | 6.80 | 1,449 | 8.22 | ||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 2,092 | -9.67 | 743 | -8.51 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 72,136 | 0.88 | 25,612 | 2.21 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 212,810 | 0.00 | 75,558 | 1.31 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 905 | 6.35 | 321 | 7.72 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 19,918 | -38.08 | 6,882 | -37.42 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 379 | -70.55 | 131 | -70.39 | ||||
| 2025-08-26 | NP | RAGTX - AllianzGI 科技基金 A | 1,000 | 0.00 | 355 | 1.43 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 1,404,307 | 50.95 | 499 | 52.76 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 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 | 758,012 | 16.01 | 276,818 | 16.80 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 95,383 | 0.45 | 33,866 | 1.77 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 10,170 | 0.99 | 3,611 | 2.30 | ||||
| 2025-07-18 | 13F | 普罗维登财富管理有限责任公司 | 634 | 0.00 | 225 | 1.35 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 13,804 | 0.00 | 4,901 | 1.32 | ||||
| 2025-08-13 | 13F | 宪法资本有限责任公司 | 3,820 | 2.69 | 1,356 | 4.07 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 1,012 | -1.08 | 359 | 0.28 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 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 | 71,564 | -29.65 | 26,134 | -29.17 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 4,962 | -2.76 | 1,703 | -5.39 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 2,622 | 0.00 | 931 | 1.31 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 3,618 | -3.31 | 1,285 | -2.06 | ||||
| 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 | 1,632,459 | -9.24 | 596,158 | -8.62 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 3,485 | 6.57 | 1,237 | 7.94 | ||||
| 2025-08-13 | 13F | M 控股证券公司 | 20,852 | 12.16 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 20,533 | -3.66 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 8,002 | -1.08 | 2,841 | 0.25 | ||||
| 2025-08-07 | 13F | 安吉斯财富管理有限公司 | 948 | 0.00 | 332 | 0.00 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 13 | 1 | |||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 37,745 | -9.63 | 13,784 | -9.02 | ||||
| 2025-07-29 | 13F | 进步投资管理公司 | 42,734 | -1.05 | 15,173 | 0.24 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 8,277 | 0.00 | 2,860 | 1.06 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 13,497 | 8.35 | 4,792 | 9.78 | ||||
| 2025-06-27 | NP | TWCUX - 超级基金投资者类别 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 | 781,000 | -17.44 | 269,836 | -16.55 | ||||
| 2025-08-13 | 13F | 布里斯托尔门资本合作伙伴公司 | 253,109 | -18.76 | 89,866 | -17.70 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 28,267 | -10.75 | 9,906 | 20.15 | ||||
| 2025-08-07 | 13F | 马丁投资管理有限责任公司 | 1,300 | -7.14 | 462 | -5.92 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 83,367 | 2.58 | 29,599 | 3.92 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 144,822 | -3.90 | 51,419 | -2.64 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,973 | -1.25 | 8,157 | 0.05 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,041 | -9.36 | 3,302 | -8.76 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 15,600 | -1.82 | 5,539 | -0.54 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 10,872 | 2.66 | 3,860 | 4.02 | ||||
| 2025-08-14 | 13F | 复星国际有限公司 | 3,670 | -29.71 | 1,303 | -28.76 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 7,794 | 4.02 | 2,693 | 2.51 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 341 | 0.89 | 121 | 2.54 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 12,459 | 0.02 | 4,424 | 1.33 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 8,949 | -4.20 | 3,177 | -2.93 | ||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 5,167 | -12.04 | 1,834 | 191.11 | ||||
| 2025-07-30 | NP | GFGF - 大师最爱股票 ETF | 4,170 | -3.61 | 1,523 | -3.00 | ||||
| 2025-08-12 | 13F | 圣尼古拉斯私人资产管理公司 | 1,775 | 0.00 | 630 | 1.29 | ||||
| 2025-08-08 | 13F | 戴维斯财务顾问有限公司 | 1,001 | -9.82 | 355 | -8.74 | ||||
| 2025-07-25 | 13F | 进化顾问公司 | 381 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 82,839 | 40.33 | 29,412 | 42.17 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 67,516 | 158.11 | 23,930 | 161.46 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 514 | 0.00 | 183 | 1.11 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 33,662 | -2.98 | 11,952 | -1.71 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 1,444 | 1.83 | 513 | 3.23 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 11 资本合伙公司 | 46,900 | 16,652 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 414,900 | -5.23 | 147 | -3.92 | |||
| 2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 8,944 | -35.55 | 3,176 | -34.71 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 2,957 | 13.16 | 1,022 | 14.33 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 139 | 48 | ||||||
| 2025-08-18 | 13F/A | KP管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 7,888 | 0.00 | 2,801 | 1.30 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 27,957 | -3.09 | 9,926 | -1.81 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 418,400 | 45.33 | 149 | 48.00 | |||
| 2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 45,767 | -5.04 | 16,250 | -3.80 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 1,319 | -20.35 | 468 | -19.31 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 92 | 32 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / 伊利诺伊州 | 705 | 8.13 | 250 | 9.65 | ||||
| 2025-08-25 | 13F | BLVD私人财富有限责任公司 | 758 | 269 | ||||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 100 | -26.47 | 36 | -25.53 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 4,469 | -0.33 | 1,587 | 0.95 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 30,685 | -0.43 | 10,895 | 0.87 | ||||
| 2025-08-11 | 13F | 多元化投资组合公司 | 1,729 | 2.13 | 614 | 3.54 | ||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 9,851 | 78.43 | 3,498 | 80.82 | ||||
| 2025-08-14 | 13F | 普雷瓦特资本有限公司 | 65,000 | 0.00 | 23,078 | 1.31 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 489 | 16.43 | 174 | 17.69 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 114,522 | -8.25 | 40,661 | -7.05 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 914,476 | 10.33 | 333,957 | 11.08 | ||||
| 2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 41,491 | -0.93 | 14,731 | 0.37 | ||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 7,410 | 15.82 | 2,631 | 17.31 | ||||
| 2025-07-15 | 13F | Postrock Partners 有限责任公司 | 28,506 | 0.08 | 10,121 | 1.39 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 106,334 | 12.69 | 38 | 12.12 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 215 | 0.00 | 76 | 1.33 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 381,471 | 4.03 | 139,309 | 4.74 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 19,468 | -0.35 | 6,787 | 2.37 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 6,090 | -0.31 | 2,162 | 1.03 | ||||
| 2025-08-27 | NP | CAPOX - 绝对资本机会基金机构股票 | 4,733 | -31.04 | 1,680 | -30.15 | ||||
| 2025-06-26 | NP | USAUX - 积极增长基金股票 | 272,858 | -1.49 | 94,272 | -0.43 | ||||
| 2025-08-05 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 1,816 | -0.82 | 645 | 0.47 | ||||
| 2025-08-08 | 13F | AJ 顾问有限责任公司 | 1,671 | -0.36 | 593 | 1.02 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 20,056 | -3.27 | 7,129 | -1.89 | ||||
| 2025-08-14 | 13F | 贾斯珀里奇合伙人有限合伙人 | 69,189 | 0.00 | 24,566 | 1.31 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 636 | 1.44 | 0 | |||||
| 2025-08-06 | 13F | 灰狐财富顾问有限责任公司 | 629 | 0.00 | 223 | 1.36 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 162,303 | 27.00 | 57,626 | 28.67 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 3,899 | 5.86 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 5,447 | 6.37 | 1,934 | 7.80 | ||||
| 2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 235 | -14.55 | 83 | -13.54 | ||||
| 2025-08-26 | NP | QLMVIX - ClearBridge 可变大盘价值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,471 | 0.00 | 5,848 | 1.32 | ||||
| 2025-08-13 | 13F | 马伦资本有限责任公司 | 3,352 | 0.00 | 1,190 | 1.36 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 861 | -8.70 | 306 | -7.58 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 9,842 | -6.53 | 3,494 | -5.31 | ||||
| 2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 33,163 | -0.00 | 11,775 | 1.31 | ||||
| 2025-09-10 | NP | VVPLX - Vulcan Value Partners 基金投资者类别股票 | 29,834 | -24.36 | 10,307 | -24.37 | ||||
| 2025-08-06 | 13F | DDFG 公司 | 769 | -14.27 | 273 | -13.06 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 28,873 | -19.77 | 10,251 | -18.72 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 58,367 | 0.00 | 20,723 | 1.31 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 78 | 28 | ||||||
| 2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 3,312 | -69.00 | 1,176 | -68.62 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 890 | 1.02 | 316 | 2.27 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 200 | -52.61 | 0 | |||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 13,934 | -0.46 | 4,947 | 0.84 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 24,874 | -0.60 | 8,832 | 0.71 | ||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 396,369 | 7.61 | 140,731 | 9.02 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 11,604 | 0.00 | 4,120 | 1.33 | ||||
| 2025-08-14 | 13F | ArrowMark 科罗拉多控股有限责任公司 | 4,224 | 0.00 | 1,500 | 1.28 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 117,343 | 11.32 | 40,542 | 12.53 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 247,216 | -3.48 | 87,774 | -2.21 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 2,434 | 1.76 | 865 | 3.10 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 3,864 | 27.78 | 1,354 | 41.78 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 26,863 | 1.08 | 9,538 | 2.41 | ||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 6,277 | -3.09 | 2,217 | -1.73 | ||||
| 2025-08-27 | NP | HSUAX - Rational Dynamic Brands 基金 A 类股票 | 6,000 | -43.06 | 2,130 | -22.35 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 103,072 | -10.27 | 36,596 | -9.09 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 35,286 | -3.69 | 12,528 | -2.42 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 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 | 2,305,632 | 3.99 | 818,615 | 5.35 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 33,064 | 1.43 | 11,739 | 2.76 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 829 | 0.00 | 294 | 1.38 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 989,507 | 7.17 | 351,324 | 8.57 | ||||
| 2025-08-28 | NP | MNNAX - Victory Munder 多股基金 A 类 | 31,700 | 16.12 | 11,255 | 17.64 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 8,254 | -8.32 | 2,930 | -7.13 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 23,543 | -4.88 | 8,359 | -3.64 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 136,432 | 11.46 | 49,824 | 12.22 | ||||
| 2025-06-27 | NP | CARK - CastleArk 大型增长 ETF | 46,058 | 1.49 | 15,913 | 2.60 | ||||
| 2025-07-21 | 13F | 灰色私人财富有限责任公司 | 758 | 30.69 | 269 | 32.51 | ||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 3,994 | 7.92 | 1,418 | 9.33 | ||||
| 2025-07-18 | 13F | 三菱日联资产管理（英国）有限公司 | 5,500 | 175.00 | 2 | |||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 31,883 | 18.50 | 11,016 | 19.78 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 12,000 | 4,261 | |||||
| 2025-08-14 | 13F | 威默联合公司 1 有限公司 | 19,523 | -1.21 | 6,932 | -1.52 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 25,683 | 369.52 | 9,119 | 375.89 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 3,621 | 1,286 | ||||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 38,495 | 8.02 | 13,668 | 9.43 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 26,100 | 9,267 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 87,714 | -4.85 | 31,143 | -3.61 | ||||
| 2025-06-30 | NP | POGSX - Pin Oak 股票基金 | 27,620 | -2.13 | 9,543 | -1.07 | ||||
| 2025-06-27 | NP | THMEX - CCT 主题股票基金机构股 | 3,228 | -19.18 | 1,115 | -18.32 | ||||
| 2025-05-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 10,155 | -1.14 | 3,559 | 9.61 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,415 | 20.22 | 502 | 21.84 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 4,340 | 120.53 | 1,541 | 123.51 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 150 | 0.00 | 53 | 1.92 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 大盘成长投资组合 I 类 | 99,363 | -15.34 | 35,279 | -14.23 | ||||
| 2025-08-29 | NP | LIVR——智能利弗莫尔 ETF | 665 | 236 | ||||||
| 2025-08-06 | 13F | 瓦尔丁森布鲁纳财务规划有限责任公司 | 620 | 220 | ||||||
| 2025-08-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | 4,021 | -13.55 | 1,428 | -12.40 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 1,421 | 43.54 | 505 | 45.66 | ||||
| 2025-08-14 | 13F | DHK 财务顾问公司 | 1,462 | 100.55 | 516 | 101.96 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 3,738 | 3.72 | 1,327 | 5.07 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 98,185 | -1.42 | 34,861 | -0.13 | ||||
| 2025-08-05 | 13F | 斯奈德金融集团 | 9,790 | -0.55 | 3,476 | 0.75 | ||||
| 2025-06-30 | NP | ROGSX - 红橡科技精选基金 | 80,000 | 0.00 | 27,640 | 1.08 | ||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 6,795 | -7.94 | 2,412 | -6.73 | ||||
| 2025-08-13 | 13F | 朗维尤合伙人（根西岛）有限公司 | 1,638,726 | -5.77 | 581,830 | -4.54 | ||||
| 2025-08-14 | 13F | 以色列第一国际银行有限公司 | 9,914 | 3,520 | ||||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 65,216 | -25.75 | 23,155 | -24.78 | ||||
| 2025-08-21 | NP | 拉扎德全球总回报和收入基金公司 | 16,947 | -1.43 | 6,017 | -0.13 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 6,218 | -4.72 | 2,208 | -3.50 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 18,003 | 26.30 | 6,392 | 27.97 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 167,873 | -4.93 | 59,397 | -4.01 | ||||
| 2025-08-13 | 13F | 伯比斯资本管理有限公司 | 17,402 | -1.97 | 6,179 | -0.69 | ||||
| 2025-05-13 | 13F | 特瑞尔兄弟公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 17,359 | 0.00 | 6,163 | 1.32 | ||||
| 2025-08-12 | 13F | 维克曼投资顾问公司 | 14,707 | 9.84 | 5,222 | 11.27 | ||||
| 2025-08-14 | 13F | 艾文尼尔公司 | 41,944 | -1.03 | 14,892 | 0.26 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 | 20,335 | 11.93 | 7,426 | 12.70 | ||||
| 2025-07-23 | 13F | 马登证券公司 | 3,348 | -0.18 | 1,189 | 1.11 | ||||
| 2025-08-13 | 13F | 法国集团 | 451,197 | 47.82 | 160,038 | 50.83 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/ClearBridge 大盘成长基金 (A) This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,585 | -8.18 | 76,899 | -6.98 | ||||
| 2025-07-24 | 13F | Tandem 资本管理公司 /adv | 2,437 | 0.00 | 865 | 1.29 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 4,313 | -0.90 | 1,531 | 0.39 | ||||
| 2025-08-14 | 13F | 萨尔茨豪尔·迈克尔 | 800 | 0.00 | 284 | 1.43 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 3,494 | 3.62 | 1,241 | 5.00 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 57,383 | 12.34 | 20,004 | 14.22 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 966 | 28.97 | 343 | 30.92 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 5,153 | 3.20 | 1,830 | 4.57 | ||||
| 2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 4,380 | 0.00 | 1,600 | 0.69 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 2,644 | 5.21 | 939 | 6.59 | ||||
| 2025-08-14 | 13F | 哈伯资产管理公司 | 43,428 | 0.83 | 15,419 | 2.15 | ||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 21,561 | 1.03 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield 公司 | 597 | 4.01 | 212 | 4.98 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 229 | -31.64 | 79 | -30.70 | ||||
| 2025-05-13 | 13F | Windward资本管理公司/ca | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 哈丁资本合伙有限公司 | 624 | -13.33 | 222 | -12.30 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 675,731 | 1.04 | 233,465 | 2.13 | ||||
| 2025-08-26 | NP | FRDAX - 富兰克林股息上涨基金顾问级 | 2,632,500 | 0.00 | 934,669 | 1.31 | ||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 196 | 0.00 | 70 | 2.99 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,721,493 | -4.33 | 609,825 | -3.06 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 71,033 | -0.15 | 23,922 | -3.54 | ||||
| 2025-08-28 | NP | 保德信直布罗陀基金 - 保德信直布罗陀基金 | 20,577 | -2.43 | 7,306 | -1.15 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 12,859 | -2.18 | 4,696 | 8.38 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 39,437 | 5.08 | 14,002 | 6.46 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 300,083 | 0.00 | 106,544 | 1.31 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 34,424 | -3.30 | 12,222 | -2.03 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 4,223 | 15.45 | 1,499 | 16.93 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 425,698 | 1.22 | 147,079 | 2.31 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 236 | 0.00 | 84 | 1.22 | ||||
| 2025-08-22 | NP | QVO2Q - 海外投资组合初始班 | 78,200 | 1.30 | 27,765 | 2.62 | ||||
| 2025-08-27 | NP | PLBEX - Plumb 股票基金 | 4,000 | 0.00 | 1,420 | 1.36 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 城堡胡克合伙公司 | 2,849 | 1,012 | ||||||
| 2025-07-30 | 13F | 公民与北方公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 29,095 | 6.68 | 10,330 | 8.12 | ||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 3,041 | 1.88 | 1,080 | 3.15 | ||||
| 2025-08-25 | NP | YLDE - ClearBridge 股息策略 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,106 | -29.45 | 2,168 | -28.55 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-21 | 13F | 资本规划有限责任公司 | 787 | -33.70 | 279 | -32.77 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 147,944 | -0.14 | 52,528 | 1.17 | ||||
| 2025-07-24 | NP | FXAIX - 富达 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 | 21,742,496 | 0.46 | 7,940,142 | 1.14 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 6,906 | 2.66 | 2,478 | 19.54 | ||||
| 2025-06-24 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 24,248 | 38.99 | 8,378 | 40.48 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 3,954,937 | 110.41 | 1,396,930 | 112.06 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 3,430 | 0.50 | 1,218 | 1.76 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 31,358 | -1.74 | 11,134 | -0.45 | ||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 1,800 | -28.00 | 639 | -27.05 | ||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 2,571 | 939 | ||||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 1,513,816 | -42.38 | 523,023 | -41.76 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 100,710 | 0.00 | 35,757 | 1.31 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 14,236 | -1.30 | 5,055 | 0.00 | ||||
| 2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 2,558 | -0.81 | 897 | 1.70 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 11,004 | 0.02 | 3,907 | 1.32 | ||||
| 2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 1,050,000 | 5.00 | 372,802 | 6.38 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,178 | -44.76 | 752 | -44.17 | ||||
| 2025-08-14 | 13F | 芬德史密斯律师事务所 | 3,854,071 | -6.84 | 1,368,388 | -5.62 | ||||
| 2025-08-08 | 13F | 复兴银行 | 3,598 | -1.26 | 1,277 | 0.00 | ||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 5,372 | -3.21 | 1,907 | -1.95 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 12,861 | 0.60 | 4,566 | 1.92 | ||||
| 2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 65,000 | 9.98 | 23,078 | 11.42 | ||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 5,142 | -1.06 | 1,826 | 0.22 | ||||
| 2025-08-26 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 15,333 | 0.00 | 5,444 | 1.30 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 647 | 11.74 | 224 | 13.20 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 553 | 5.53 | 191 | 6.70 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 4,491 | -2.96 | 1,595 | -1.67 | ||||
| 2025-07-10 | 13F | 信任点公司 | 15,285 | 14.79 | 5,427 | 16.29 | ||||
| 2025-08-26 | NP | QLMLOX - ClearBridge 可变大盘增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 79,087 | -4.35 | 28,080 | -3.10 | ||||
| 2025-08-14 | 13F | Haven 资本集团有限公司 | 4,544 | 4.99 | 1,613 | 6.33 | ||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 12,757 | -6.40 | 4,529 | -5.17 | ||||
| 2025-08-05 | 13F | 茨威格-迪梅纳联合有限责任公司 | 48,097 | 6.65 | 17,077 | 8.05 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 37,117 | 71.70 | 13 | 85.71 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 54,244 | -1.82 | 19,259 | -0.53 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index 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 | 95,074 | -1.85 | 33,756 | -0.57 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 362 | 8.06 | 125 | 9.65 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 616 | 20.08 | 213 | 21.14 | ||||
| 2025-05-29 | NP | GLBIX - Leuthold 全球基金机构类 | 446 | 156 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 4,882 | -9.12 | 1,733 | -7.92 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 8,845 | 1.65 | 3,141 | 2.98 | ||||
| 2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 1,862 | 0.00 | 661 | 1.38 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 3,465 | 2.70 | 1,210 | 4.68 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 76,723 | 409.35 | 27,241 | 416.10 | ||||
| 2025-08-19 | NP | WRLDX - Scharf 全球机会基金零售类 | 2,811 | -13.67 | 998 | -12.53 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,205 | -0.75 | 12,855 | 0.55 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 25,932 | 44.56 | 9,470 | 45.56 | ||||
| 2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 47,008 | 53.54 | 16,241 | 55.21 | ||||
| 2025-08-28 | NP | ARILX - 亚里士多德核心股票基金 II I 类 | 37,870 | -0.90 | 13,446 | 0.40 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 2,640 | -1.31 | 937 | 0.00 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 1,418,996 | -0.48 | 504 | 0.80 | ||||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 170 | 0.00 | 60 | 1.69 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 13,361 | -3.34 | 4,620 | -4.62 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 648 | -2.26 | 230 | -0.86 | ||||
| 2025-08-26 | NP | AB VARIABLE Products SERIES FUND, INC. - AB 全球主题增长投资组合 A 类 | 11,793 | 29.69 | 4,187 | 31.42 | ||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 4,010 | 16.27 | 1,424 | 17.80 | ||||
| 2025-08-19 | NP | LOGIX - Scharf 基金机构类 | 51,499 | -5.16 | 18,285 | -3.92 | ||||
| 2025-08-14 | 13F | 伯克希尔哈撒韦公司 | 8,297,460 | 0.00 | 2,946,013 | 1.31 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 145,801 | -5.92 | 51,767 | -4.69 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 23,352 | 18.39 | 8,528 | 19.19 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 13,765 | -2.07 | 5,027 | -1.41 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 4,204 | 7.68 | 1,492 | 9.06 | ||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 1,352 | 0.00 | 480 | 1.48 | ||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金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 | 525,963 | 0.00 | 186,743 | 1.31 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 124 | 37.78 | 42 | 61.54 | ||||
| 2025-08-26 | NP | 贝莱德增强资本与收益基金公司 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 | 118,944 | -13.98 | 42,231 | -12.85 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 8,728 | 248.84 | 3,187 | 251.38 | ||||
| 2025-05-30 | NP | PISIX - PIMCO StocksPLUS 国际基金（美元对冲）机构 | 6,382 | -83.70 | 2,237 | -81.93 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 38,319 | 60.85 | 13,605 | 62.95 | ||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 13,081 | -5.15 | 4,644 | -3.91 | ||||
| 2025-07-28 | NP | DDM - ProShares Ultra Dow30 | 45,011 | -14.84 | 16,438 | -14.26 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 29 | 3.57 | 10 | 11.11 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 17,081 | -0.36 | 6,065 | 0.93 | ||||
| 2025-08-04 | 13F | 精英生活管理有限责任公司 | 1,397 | -1.55 | 496 | -0.20 | ||||
| 2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 975 | 5.41 | 337 | 6.33 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 103,280 | -0.80 | 36,670 | 0.50 | ||||
| 2025-08-06 | 13F | TKG 顾问有限责任公司 | 13,892 | 4,932 | ||||||
| 2025-08-14 | 13F | 福吉谷顾问有限责任公司 | 912,017 | 0.00 | 323,812 | 1.31 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 192,307 | -4.74 | 68 | -2.86 | ||||
| 2025-07-15 | 13F | 霍尔·劳里·J 受托人 | 1,621 | 0.00 | 576 | 1.23 | ||||
| 2025-07-16 | 13F | MBE 财富管理有限责任公司 | 1,345 | 4.59 | 478 | 6.00 | ||||
| 2025-05-07 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 决明资本合伙人有限责任公司 | 3,674 | -1.66 | 1,304 | -0.38 | ||||
| 2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 1,008 | -13.40 | 358 | -12.29 | ||||
| 2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 10,570 | -0.65 | 3,753 | 0.64 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 21,721 | 2.68 | 7,314 | 1.25 | ||||
| 2025-08-19 | NP | LOGOX - Scharf 多元资产机会基金机构类别 | 4,340 | -4.59 | 1,541 | -3.39 | ||||
| 2025-08-13 | 13F | 赫尔维德资本管理有限公司 | Call | 18,800 | 6,675 | |||||
| 2025-08-13 | 13F | 赫尔维德资本管理有限公司 | 14,815 | 5,260 | ||||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 17,772 | -0.06 | 6,310 | 1.25 | ||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 26,560 | -4.31 | 9,430 | -3.05 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 2,621 | 2.62 | 930 | 4.03 | ||||
| 2025-07-10 | 13F | 沃伊萨德资产管理集团有限公司 | 1,064 | 5.87 | 378 | 7.10 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 2,646,249 | -2.69 | 939,383 | -1.41 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 7,070 | 88.63 | 2,510 | 91.17 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 141,180 | -2.15 | 51,558 | -1.48 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 13,042 | 2.29 | 4,631 | 3.63 | ||||
| 2025-08-08 | 13F | 多诺霍福林有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 4,724 | 19.38 | 1,677 | 21.00 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 146,901 | 5.02 | 52,157 | 6.39 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 139,344 | 3.67 | 49 | 4.26 | ||||
| 2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 1,793 | -7.05 | 637 | -5.92 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 10,789 | -9.24 | 3,831 | -8.04 | ||||
| 2025-08-07 | 13F | BHK 投资顾问有限公司 | 690 | 1.92 | 245 | 2.95 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 12,767 | -0.66 | 4,533 | 0.62 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 2,005 | 41.60 | 712 | 43.35 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 32,807 | -1.76 | 11,648 | -0.47 | ||||
| 2025-08-14 | 13F | 投资公司 | 48,100 | 0.77 | 17,078 | 2.09 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 2,316 | 52.27 | 822 | 56.27 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 126,923 | -1.29 | 45,064 | 0.00 | ||||
| 2025-07-17 | 13F | 科华富财富 | 3,584 | 1.30 | 1,256 | 12.25 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 1,715,644 | 2.27 | 518,924 | -4.65 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 13,558 | -70.77 | 4,814 | -70.39 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 634 | 34.61 | 225 | 36.36 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 62,234 | -2.37 | 22,096 | -1.09 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 5,309 | 0.78 | 1,885 | 2.06 | ||||
| 2025-06-17 | NP | CFGRX - 成长基金股票 | 10,045 | -3.65 | 3,471 | -2.61 | ||||
| 2025-08-08 | 13F | 库珀资本顾问有限责任公司 | 17,894 | 6,353 | ||||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 9,219 | -2.73 | 3,273 | -1.45 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 25,346 | -1.34 | 8,999 | -0.03 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 26,425 | 9.77 | 9,382 | 11.21 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 51,079 | 6.11 | 18,135 | 7.50 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 53,423 | 15.97 | 18,968 | 18.88 | ||||
| 2025-08-08 | 13F | 里程碑资源集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 17 | 6 | ||||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 2,184 | -56.33 | 765 | -51.58 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 907 | -42.59 | 322 | -41.77 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 15,841 | -0.73 | 5,624 | 4.44 | ||||
| 2025-07-30 | 13F | 家族资本信托公司 | 28,277 | -4.60 | 10,039 | -3.36 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 46,428 | 1.74 | 16,484 | 3.07 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 191,207 | -2.00 | 67,888 | -0.72 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 401,236 | 12.07 | 142,459 | 13.54 | ||||
| 2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 1,315 | 66.67 | 461 | 84.74 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 753,200 | 21.11 | 267,424 | 22.70 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 3,051 | 12.96 | 1,054 | 14.19 | ||||
| 2025-07-15 | 13F | 退休收入解决方案公司 | 993 | 0.00 | 353 | 1.15 | ||||
| 2025-08-08 | 13F | 融合资本有限责任公司 | 1,232 | -4.35 | 437 | -3.10 | ||||
| 2025-08-14 | 13F | LWM 咨询服务有限公司 | 2,306 | -9.64 | 819 | -7.87 | ||||
| 2025-08-06 | 13F | 几何财富顾问 | 1,130 | 1.80 | 401 | 3.08 | ||||
| 2025-08-12 | 13F | 中心财富管理 | 9,955 | -6.37 | 3,353 | -10.04 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 1,308 | 0.00 | 464 | 1.31 | ||||
| 2025-05-02 | 13F | 贝莱德公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 691 | 2.83 | 241 | 14.29 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 46,040 | -15.85 | 16,346 | -14.74 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 620 | -70.59 | 220 | -70.19 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 10,458 | 0.89 | 3,665 | 11.87 | ||||
| 2025-08-12 | 13F | Guerra 顾问公司 | 4,145 | 20.63 | 1,472 | 22.18 | ||||
| 2025-06-18 | NP | HUDIX - Huber Capital 多元化大盘价值基金投资者类别 | 400 | 0.00 | 138 | 1.47 | ||||
| 2025-08-14 | 13F | 明星金融银行 | 1,020 | -17.14 | 362 | -16.01 | ||||
| 2025-04-22 | 13F | 沈氏金融集团 | 4,221 | 5.26 | 1,479 | 16.73 | ||||
| 2025-08-27 | NP | CAXAX - Catalyst/MAP 全球股票基金 A 类 | 3,900 | 457.14 | 1,385 | 464.90 | ||||
| 2025-08-06 | 13F | 埃布尔财富管理有限责任公司 | 706 | 251 | ||||||
| 2025-08-08 | 13F | 可持续增长顾问，有限合伙人 | 2,903,722 | -11.73 | 1,030,966 | -10.58 | ||||
| 2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 1,937 | 688 | ||||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 1,843,964 | 75.55 | 654,689 | 77.85 | ||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 60,885 | 21,617 | ||||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 5,047 | -2.21 | 1,792 | -0.94 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 4,247,543 | 9.66 | 1,508,090 | 11.10 | ||||
| 2025-07-25 | 13F | M3 咨询集团有限责任公司 | 1,281 | -6.15 | 455 | -5.02 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 6,436 | 0.67 | 2,285 | 2.01 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 2,984 | -6.31 | 1,059 | -5.11 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 3,403 | 0.53 | 1,208 | 1.85 | ||||
| 2025-08-26 | NP | SGAPX - Virtus SGA 全球成长基金 I 类 | 35,300 | 0.00 | 12,533 | 1.31 | ||||
| 2025-08-07 | 13F | 杰克逊广场合作伙伴有限责任公司 | 19,618 | -21.29 | 6,965 | -20.25 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 114 | 10.68 | 39 | 11.43 | ||||
| 2025-05-13 | 13F | 蒙特利尔银行/can/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 1,862 | 0.32 | 662 | 14.16 | ||||
| 2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 1,396 | -1.41 | 496 | -0.20 | ||||
| 2025-08-08 | 13F | 欧米茄金融集团有限责任公司 | 3,517 | 9.91 | 1,249 | 11.33 | ||||
| 2025-07-21 | 13F | 科德角五美分储蓄银行 | 40,540 | 0.00 | 11,146 | 0.00 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 199 | -57.20 | 71 | -56.79 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 43,514 | -0.42 | 15,450 | 3.52 | ||||
| 2025-09-10 | 13F | WT财富管理 | 7,523 | -11.07 | 2,671 | -9.92 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 653 | -1.66 | 232 | -0.43 | ||||
| 2025-07-25 | 13F | 钢铁金融有限责任公司 | 902 | 2.38 | 320 | 3.90 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 4,464 | 51.32 | 1,585 | 53.19 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 7,486 | -2.89 | 2,661 | -0.08 | ||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 7,840 | -8.35 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 3,981 | -8.67 | 1,417 | -7.27 | ||||
| 2025-07-25 | NP | ANEFX - 新经济基金A类 | 1,138,762 | -3.02 | 415,864 | -2.36 | ||||
| 2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 60,507 | 0.00 | 21,483 | 1.31 | ||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 5,136 | 12.24 | 1,823 | 13.72 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 79,148 | 0.17 | 28,102 | 1.49 | ||||
| 2025-08-13 | 13F | 法国集团 | Put | 600 | 213 | |||||
| 2025-07-16 | 13F | 奥古斯丁资产管理公司 | 4,843 | 0.39 | 1,720 | 1.72 | ||||
| 2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 106 | -38.01 | 38 | -28.30 | ||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 13,940 | -2.40 | 4,949 | -1.14 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 3,877 | -2.66 | 1,376 | -1.36 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 2,177 | 773 | ||||||
| 2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 34,231 | 7.92 | 12,154 | 9.34 | ||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 876,673 | -1.80 | 311,263 | -0.51 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 10,153 | -1.88 | 3,605 | -0.61 | ||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 15,766 | 3.15 | 5,598 | 6.81 | ||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 2,847 | 35.25 | 1,011 | 37.04 | ||||
| 2025-08-13 | 13F | 万斯财富公司 | 1,306 | -0.68 | 464 | 0.65 | ||||
| 2025-08-21 | NP | LZUOX - Lazard 美国股票焦点投资组合公开股票 | 8,092 | -26.64 | 2,873 | -25.67 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 346,006 | 0.00 | 119,545 | 1.08 | ||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 2,222 | 0.32 | 779 | 1.70 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 4,669 | 0.00 | 1,658 | 1.28 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 4,100 | -54.04 | 1,456 | -54.06 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 1,089 | 6.14 | 387 | 7.52 | ||||
| 2025-08-14 | 13F | TCI基金管理有限公司 | 19,067,558 | 14.61 | 6,769,936 | 16.11 | ||||
| 2025-08-06 | 13F | Rps 咨询解决方案有限责任公司 | 1,309 | 14.93 | 465 | 16.29 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 30,525 | 1.25 | 10,838 | 2.57 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 10,621 | -0.43 | 3,771 | 0.86 | ||||
| 2025-07-14 | 13F | E&G 顾问有限合伙人 | 6,956 | -2.79 | 2,470 | -1.52 | ||||
| 2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 16,574 | -2.37 | 5,885 | -1.09 | ||||
| 2025-07-07 | 13F | 投资者研究公司 | 329 | 0.00 | 117 | 0.87 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 9,239 | 4.05 | 3,280 | 5.43 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 95,150 | 5.89 | 33,783 | 7.28 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 143,375 | -0.00 | 50,905 | 1.31 | ||||
| 2025-08-14 | 13F | 达格科公司 | 6,452 | -0.15 | 2,291 | 1.15 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 6,915 | -30.29 | 2,455 | -29.37 | ||||
| 2025-07-09 | 13F | PFW 顾问有限责任公司 | 8,533 | -2.35 | 3,030 | -1.08 | ||||
| 2025-08-12 | 13F | 频谱财富咨询集团有限责任公司 | 588 | 0.34 | 209 | 1.46 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 4,039 | -1.78 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 传统金融集团公司 | 731 | -64.91 | 260 | -62.63 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 72,805 | 9.52 | 25,849 | 50.71 | ||||
| 2025-07-23 | 13F | 拉拉威金融公司 | 2,450 | 0.00 | 870 | 1.28 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 15 | 5 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 613,425 | 440.95 | 217,797 | 448.04 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 454,100 | -33.47 | 161,228 | -32.59 | |||
| 2025-07-23 | 13F | 海山金融集团公司 | 2,067 | 46.39 | 734 | 48.38 | ||||
| 2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 7,727 | 0.00 | 2,740 | 1.93 | ||||
| 2025-08-14 | 13F | 毅力国际资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 8,993 | -0.18 | 3,193 | 1.14 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 60,700 | 45.22 | 21,552 | 47.12 | |||
| 2025-07-23 | 13F | 睿智财富合伙人 | 1,513 | 74.71 | 537 | 77.23 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 25,209 | 27.14 | 8,950 | 28.81 | ||||
| 2025-04-09 | 13F | 中心星资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 3,105 | 0.00 | 1,103 | 1.29 | ||||
| 2025-07-24 | 13F | 格林伍德吉尔哈特公司 | 49,101 | 2.43 | 17,433 | 3.77 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 19,424 | -37.65 | 6,896 | -36.83 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 3,885 | 6.82 | 1,379 | 8.24 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 50,055,517 | -0.91 | 17,772,213 | 0.39 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 17,898 | 22.43 | 6,355 | 24.03 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 258 | -10.73 | 92 | -9.90 | ||||
| 2025-08-13 | 13F | 波伦资本管理有限公司 | 5,611,098 | -6.85 | 1,992,220 | -5.63 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 2,603 | 0.54 | 929 | 1.87 | ||||
| 2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 3,979 | 9.34 | 1,413 | 10.75 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 2,815 | -3.36 | 999 | -2.06 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 9,621 | -4.97 | 3,416 | -3.75 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 78,271 | 8.41 | 27,790 | 9.84 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 3,961 | 1.28 | 1,369 | 2.40 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 15,952 | -98.74 | 5,664 | -98.73 | ||||
| 2025-08-14 | 13F | 高维斯塔策略有限责任公司 | 6,427 | 4.90 | 2,282 | 6.24 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 190,345 | -1.94 | 67,582 | -0.66 | ||||
| 2025-08-01 | 13F | 信托投资顾问 | 4,971 | -14.81 | 1,765 | -13.70 | ||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 36 | 0.00 | 13 | 0.00 | ||||
| 2025-08-05 | 13F | SS&H 财务顾问公司 | 9,246 | -3.09 | 3,283 | 109,300.00 | ||||
| 2025-07-29 | NP | FMCE-FM 复合股票 ETF | 7,863 | -23.48 | 2,871 | -22.97 | ||||
| 2025-08-14 | 13F | J.高盛公司 | 10,462 | 3.22 | 3,715 | 4.56 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 10,735 | -3.57 | 3,811 | -2.31 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 3,889 | -11.49 | 1,333 | -3.96 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 9,991 | -29.13 | 3,547 | -28.20 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 9,000 | 0.00 | 3,195 | 1.30 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,241,348 | 1.75 | 438,196 | 6.12 | ||||
| 2025-08-07 | 13F | 鼎石金融服务 | 2,874 | -6.69 | 1,020 | -5.47 | ||||
| 2025-04-25 | NP | FSCSX - 软件和 IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 598,820 | 4.65 | 217,198 | 20.47 | ||||
| 2025-08-14 | 13F | J.高盛公司 | Put | 6,000 | -93.75 | 2,130 | -93.67 | |||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 127,978 | -1.34 | 45,439 | -0.05 | ||||
| 2025-08-26 | NP | TGRW - T. Rowe 价格增长股票 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,409 | 15.92 | 10,797 | 17.44 | ||||
| 2025-08-11 | 13F | 投资者专业 Gestao de Recursos Ltda。 | 27,762 | 0.01 | 9,857 | 1.32 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 418,225 | 5.66 | 148,491 | 7.04 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 44,891 | 0.90 | 15,939 | 2.23 | ||||
| 2025-08-12 | 13F | EULAV资产管理 | 58,024 | -9.37 | 20,602 | -8.18 | ||||
| 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 | 3,050 | -14.13 | 1,042 | 1.26 | ||||
| 2025-08-14 | 13F | 维斯塔资本合伙公司 | 1,104 | 19.48 | 392 | 21.05 | ||||
| 2025-07-30 | 13F | 杜兰特和沃特斯有限公司 | 812 | 0.00 | 288 | 1.41 | ||||
| 2025-08-11 | 13F | 佳能顾问公司 | 2,229 | -3.13 | 791 | -1.86 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 3,394 | -2.08 | 1,205 | -0.74 | ||||
| 2025-07-16 | 13F | Phil A. Younker 及合伙人有限公司 | 675 | 0.00 | 240 | 1.27 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 7,575 | 402.99 | 2,690 | 410.25 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 162 | -2.99 | 58 | -1.72 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 19,462 | 8.17 | 6,910 | 9.58 | ||||
| 2025-06-27 | NP | PFI - Invesco DWA 金融动量 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 | 7,194 | -11.16 | 2,486 | -10.19 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 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 | 680 | -61.71 | 248 | -61.49 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 37,932 | 3.37 | 13,477 | 4.97 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 1,591 | 4.74 | 565 | 6.02 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 63,025 | -8.21 | 22,377 | -7.01 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 1,882 | -4.95 | 668 | -3.75 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 25,691 | 12.28 | 9,122 | 13.74 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 3,323 | 27.96 | 1,180 | 29.56 | ||||
| 2025-08-29 | NP | CVRD - 麦迪逊备兑看涨期权 ETF | 1,500 | 0.00 | 533 | 1.33 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 2,335,766 | -12.30 | 829,314 | -11.16 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 6,531 | 8.69 | 2,319 | 10.12 | ||||
| 2025-08-28 | NP | Spdr S&p 500 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 | 20,751,006 | -0.56 | 7,367,645 | 0.74 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 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 | 4,541 | -2.57 | 1,658 | -1.89 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 16,009 | -78.15 | 5,684 | -77.87 | ||||
| 2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 1,030 | -3.74 | 366 | -2.67 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 100 | 36 | |||||
| 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 | 227,830 | -3.27 | 78,715 | -2.22 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 23,654,770 | -4.58 | 8,398,626 | -3.33 | ||||
| 2025-08-08 | 13F | 布罗根金融公司 | 1,385 | 39.62 | 492 | 41.50 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 4,482 | 4.04 | 1,591 | 5.43 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 2,772 | 984 | ||||||
| 2025-07-22 | 13F | 人民银行/哦 | 1,123 | -7.19 | 399 | -6.13 | ||||
| 2025-07-30 | NP | ALSMX - Archer 多股基金 | 362 | 0.00 | 132 | 0.76 | ||||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 425,065 | -18.02 | 150,919 | -16.94 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,900 | 375.00 | 1 | |||||
| 2025-08-04 | 13F | 格兰特街资产管理公司 | 1,860 | 15.46 | 660 | 17.02 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 368,727 | 1.38 | 127,395 | 2.47 | ||||
| 2025-08-11 | 13F | 阿尔弗里顿资本有限责任合伙 | 200,000 | 11.11 | 71,010 | 12.57 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,520,410 | 14.06 | 525,302 | 15.29 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 10,228 | -1.00 | 3,631 | 0.30 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 15,149 | 12.04 | 5,379 | 13.53 | ||||
| 2025-08-11 | 13F | 兰达斯公司 /wi /adv | 1,013 | -0.10 | 360 | 1.41 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 4,257 | -1.37 | 1,511 | -0.07 | ||||
| 2025-07-24 | 13F | 桦木资本管理有限责任公司 | 4,590 | 0.00 | 1,630 | 1.31 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 298,756 | 2,172.25 | 106 | 2,550.00 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 12,960 | 0.15 | 4,601 | 1.46 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,049 | -44.73 | 373 | -43.99 | ||||
| 2025-08-28 | NP | RLSIX - RiverPark 多/空机会基金机构类别 | 2,476 | -6.03 | 879 | -4.77 | ||||
| 2025-08-05 | 13F | 托丽有限公司 | 20,779 | -6.21 | 7,378 | -4.98 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,926 | -22.12 | 1,039 | -12.55 | ||||
| 2025-08-26 | NP | IAVGX - Voya 增长和收入投资组合 ADV 类 | 124,515 | -3.73 | 44,209 | -2.47 | ||||
| 2025-07-18 | 13F | 布尔金资本管理有限公司 | 2,186 | -36.44 | 776 | -35.60 | ||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 978 | 3.93 | 347 | 5.47 | ||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 6,499 | -11.82 | 2,308 | -10.65 | ||||
| 2025-07-15 | 13F | 威尔西资产管理公司 | 615 | 1.32 | 218 | 2.83 | ||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 8,590 | 1.66 | 3,050 | 2.97 | ||||
| 2025-08-29 | NP | SFSLX-1919金融服务基金C类 | 19,000 | 0.00 | 6,746 | 1.31 | ||||
| 2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 34,073 | -23.51 | 12,443 | -22.98 | ||||
| 2025-05-07 | 13F | 诺丁汉顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 光电力有限公司 | 153,680 | 0.00 | 55 | 1.89 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 5,555 | 4.03 | 1,972 | 5.40 | ||||
| 2025-07-22 | 13F | 卢肯投资分析有限责任公司 | 30 | 0.00 | 11 | 0.00 | ||||
| 2025-08-21 | NP | VALLX - 专注于价值线大型公司的基金公司 | 36,000 | -5.26 | 12,782 | -4.02 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 79,074 | 0.82 | 28,075 | 2.14 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 3,727 | 0.30 | 1,323 | 1.61 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 9,923 | 11.58 | 3,523 | 13.06 | ||||
| 2025-08-04 | 13F | 翡翠共同基金顾问信托 | 703 | -4.87 | 250 | -3.49 | ||||
| 2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 4,481 | 26.76 | 1,591 | 28.43 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 9,295 | 26.70 | 3,300 | 34.53 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 21,100 | 205.80 | 7,492 | 209.80 | |||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 732 | 260 | ||||||
| 2025-08-14 | 13F | 七英里咨询 | 4,795 | -1.48 | 1,702 | -0.18 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 马萨诸塞州投资者信托投资组合 1 级 | 45,644 | -22.92 | 15,770 | -22.08 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,651,081 | 1.18 | 586,216 | 2.50 | ||||
| 2025-08-14 | 13F | 安盛公司 | 1,701,736 | 6.39 | 604,201 | 7.78 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 1,150 | -3.77 | 408 | -2.39 | ||||
| 2025-08-12 | 13F | 实谈资本有限责任公司 | 1,959 | 1.93 | 696 | 3.27 | ||||
| 2025-08-13 | 13F | Algebris（英国）有限公司 | 4,524 | 1,604 | ||||||
| 2025-07-23 | 13F | 科恩投资顾问有限责任公司 | 13,512 | 1.24 | 4,797 | 2.57 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 334,508 | 0.17 | 118,764 | 1.49 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 86,500 | -4.02 | 30,712 | -2.76 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 33,728 | -5.35 | 11,975 | -4.11 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 30,646 | 17.33 | 10,881 | 18.86 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 26,373 | -4.45 | 9,112 | -3.42 | ||||
| 2025-08-05 | 13F | KDT 顾问有限公司 | 3,862 | 0.00 | 1,371 | 1.33 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 69,600 | -0.32 | 24,712 | 0.99 | ||||
| 2025-07-29 | 13F | 庇护互助保险公司 | 40,610 | 0.00 | 14,419 | 1.31 | ||||
| 2025-08-12 | 13F | JL 班布里奇公司 | 881 | -1.56 | 313 | -0.32 | ||||
| 2025-07-10 | 13F | 社区信托投资公司 | 113,038 | -0.88 | 40,134 | 0.42 | ||||
| 2025-08-29 | NP | ESGMX - Mirova 全球可持续股票基金 A 类 | 54,557 | -6.28 | 19,370 | -5.05 | ||||
| 2025-08-01 | 13F | 博尔特豪斯投资有限责任公司 | 6,704 | 9.51 | 2,380 | 10.96 | ||||
| 2025-08-27 | NP | ARTYX - Artisan 发展中国家基金投资者股份 | 548,595 | 10.16 | 194,779 | 11.61 | ||||
| 2025-08-29 | NP | BAFWX - 布朗咨询可持续增长基金机构股 | 1,029,421 | -6.99 | 365,496 | -5.77 | ||||
| 2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 5,571 | 0.02 | 1,978 | 1.28 | ||||
| 2025-08-06 | 13F/A | 海德兰资本有限责任公司 | 849 | 6.39 | 301 | 7.89 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 6,244 | 4.68 | 2,217 | 6.08 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 258 | 0.00 | 92 | 2.25 | ||||
| 2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 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 | 464,282 | -55.97 | 160,409 | -55.50 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 51,946 | 1.44 | 18,444 | 2.77 | ||||
| 2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 21,282 | -7.67 | 7,556 | -6.46 | ||||
| 2025-07-30 | 13F | 第一州际银行 | 3,296 | -3.51 | 1,170 | -2.26 | ||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 11,339 | 4,026 | ||||||
| 2025-08-14 | 13F | 资本与规划有限责任公司 | 42,625 | 0.37 | 15,134 | 1.69 | ||||
| 2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,723 | -24.43 | 34,227 | -23.92 | ||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 16,099 | -3.99 | 5,723 | -1.46 | ||||
| 2025-08-13 | 13F | 博蒂投资者有限责任公司 | 1,000 | 0.00 | 355 | 1.43 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 241,966 | -1.07 | 86 | 0.00 | ||||
| 2025-06-24 | NP | TNRAX - 1290 Avantis 美国大盘成长基金 A 类 | 7,289 | 0.00 | 2,518 | 1.08 | ||||
| 2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 796 | 0.00 | 283 | 1.44 | ||||
| 2025-06-27 | NP | SPGP - 景顺标准普尔 500 GARP 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 | 99,975 | -19.03 | 34,541 | -18.15 | ||||
| 2025-08-26 | NP | FMSGX - Frontier MFG 全球可持续基金机构类别股票 | 1,743 | 0.00 | 619 | 1.31 | ||||
| 2025-07-21 | 13F | 柯伦金融合作伙伴有限责任公司 | 909 | 23.51 | 323 | 25.29 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 4,696 | -71.23 | 1,674 | -71.08 | ||||
| 2025-08-14 | 13F | 北礁资本管理有限公司 | 140,000 | 180.00 | 49,707 | 183.67 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 200,510 | -3.50 | 71,191 | -2.24 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 148,220 | -0.10 | 52,626 | 1.21 | ||||
| 2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 959 | 0.10 | 340 | 1.49 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -5,125 | -46.63 | -1,820 | -45.94 | |||
| 2025-08-06 | 13F | 罗斯柴尔德公司英国财富管理有限公司 | 62,819 | 7.52 | 22,304 | 8.92 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 1,060,959 | 14.53 | 376,625 | 16.04 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 12 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 9,588 | -0.95 | 3,404 | 0.35 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 6,928 | 31.61 | 2,456 | 33.19 | ||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 5,306 | -1.32 | 1,884 | -0.05 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 100,375 | 4.05 | 35,638 | 5.41 | ||||
| 2025-08-08 | 13F | ERTS 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 16,603 | 4.02 | 5,895 | 5.38 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 1,058 | 27.47 | 376 | 29.31 | ||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 1,974 | -7.45 | 701 | -6.29 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 450,732 | -2.29 | 160,032 | -1.01 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 国际成长投资组合 | 57,025 | 1.78 | 20,247 | 3.12 | ||||
| 2025-08-25 | NP | IESGX - Sit ESG 成长基金 - I 类 | 475 | 0.00 | 169 | 1.20 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,631,629 | -3.59 | 595,855 | -2.93 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 9,067 | -1.62 | 3,219 | -0.31 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 28,545 | -4.99 | 10,135 | -3.74 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 161,151 | 0.33 | 57,217 | 1.64 | ||||
| 2025-07-07 | 13F | 圣克莱尔顾问有限责任公司 | 2,583 | 0.00 | 917 | 1.33 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 2,619 | -0.83 | 930 | 0.54 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,295 | -23.30 | 1,568 | -22.80 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 35,254 | 12,517 | ||||||
| 2025-08-21 | NP | VALIX - 价值线资本增值基金公司 | 22,000 | -15.38 | 7,811 | -14.27 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 39,766 | 14,119 | ||||||
| 2025-07-30 | NP | ARSKX - 阿切尔股票基金 | 1,550 | 0.00 | 566 | 0.71 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,201 | 10.67 | 25,637 | 11.42 | ||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 63,145 | 0.25 | 22,420 | 1.56 | ||||
| 2025-07-15 | 13F | 哈特曼泰勒财富管理有限责任公司 | 689 | 0.00 | 245 | 1.24 | ||||
| 2025-07-18 | 13F | 自由资本管理公司 | 34,783 | -0.65 | 12,350 | 0.65 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 68,254 | 111.03 | 24,234 | 113.79 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 4,023 | 9.83 | 1,428 | 11.30 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 104,948 | 3.32 | 37,261 | 4.67 | ||||
| 2025-08-28 | NP | TLGQX - 成长股票基金 | 18,801 | -2.49 | 6,675 | -1.21 | ||||
| 2025-08-13 | 13F | 霍布斯财富管理有限责任公司 | 948 | -0.42 | 337 | 0.90 | ||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 35,071 | 0.65 | 12,452 | 1.96 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 3,768 | 3.23 | 1,338 | 4.53 | ||||
| 2025-07-09 | 13F | 塔点财富有限责任公司 | 1,776 | 117.91 | 631 | 121.05 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 15,957 | -1.98 | 5,665 | -0.68 | ||||
| 2025-08-12 | 13F | 哈弗福德金融服务公司 | 8,602 | 3,054 | ||||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,336 | -11.81 | 32,429 | -10.65 | ||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 2,919 | 18.76 | 1,036 | 20.33 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 40,678 | -34.70 | 14,415 | -33.97 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 4,790 | 4.22 | 1,701 | 5.59 | ||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 3,042 | 5.04 | 1,080 | 6.51 | ||||
| 2025-07-30 | 13F | 洛恩·斯坦伯格财富管理公司 | 27,973 | -0.66 | 9,932 | 0.64 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 20,254,657 | -3.38 | 7,191,416 | -2.12 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 10,652 | -1.84 | 3,782 | -0.55 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 64,900 | 0.97 | 23,043 | 2.30 | ||||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 8,015 | -2.49 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | 老父亲金融服务有限责任公司 | 595 | 2.41 | 211 | 3.94 | ||||
| 2025-07-15 | 13F | 克罗诺斯财富管理有限责任公司 | 30,636 | -0.04 | 10,877 | 1.28 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 6,652 | 18.66 | 2,362 | 20.21 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 534,657 | -13.79 | 189,830 | -12.66 | ||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 3,944 | 4.95 | 1,400 | 6.30 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,913 | 65.48 | 679 | 67.65 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 37,920 | 24.31 | 13,463 | 25.94 | ||||
| 2025-07-29 | 13F | Rockbridge资本管理有限公司 | 15,690 | -0.45 | 5,571 | 0.85 | ||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 43,060 | -0.90 | 15,289 | 11.33 | ||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 3,199 | 2.99 | 1,136 | 4.32 | ||||
| 2025-08-07 | 13F | 罗林斯财务顾问有限责任公司 | 1,912 | 0.00 | 679 | 1.35 | ||||
| 2025-06-26 | NP | FIVFX - 富达国际资本增值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 164,126 | -4.66 | 56,706 | -3.63 | ||||
| 2025-08-27 | NP | ARTLX - Artisan 价值基金投资者股票 | 21,364 | 0.00 | 7,585 | 1.31 | ||||
| 2025-07-10 | 13F | 瑞安投资管理公司 | 43 | 15 | ||||||
| 2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 252,018 | -4.73 | 89,479 | -3.49 | ||||
| 2025-07-17 | 13F | 皇冠橡树顾问有限责任公司 | 64,673 | -0.23 | 22,962 | 1.07 | ||||
| 2025-07-24 | 13F | 阿克蒂姆公司 | 860,880 | 2.39 | 306 | 3.74 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 9,477 | -10.89 | 3,365 | -9.74 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 13,842 | 3.99 | 4,914 | 5.36 | ||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 4,599 | -2.77 | 1,633 | -1.51 | ||||
| 2025-08-27 | 13F | 赛普拉斯资本顾问有限责任公司 | 3,977 | 1.64 | 1,412 | 2.99 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 220,421 | 9.63 | 80,496 | 10.38 | ||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 2,545 | -7.89 | 904 | -6.71 | ||||
| 2025-08-06 | 13F | 地平线投资服务有限责任公司 | 16,416 | -3.65 | 5,829 | -2.39 | ||||
| 2025-07-15 | 13F | 克拉鲁斯集团公司 | 3,085 | 0.72 | 1,095 | 2.05 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL 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 | 6,450 | -65.18 | 2,290 | -64.73 | ||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 2,883 | 0.31 | 1,024 | 3.13 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 4,877 | -7.09 | 1,732 | -5.87 | ||||
| 2025-05-29 | NP | IMAYX - Ivy Apollo 多资产收益基金 Y 级 | 2,305 | -8.71 | 808 | 1.13 | ||||
| 2025-09-09 | 13F | 剑桥金融集团有限责任公司 | 1,517 | -38.13 | 539 | -36.41 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 664 | 0.00 | 236 | 1.29 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 1,038 | 369 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 364,711 | 0.00 | 129,491 | 1.31 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 117,768 | -2.09 | 41,814 | 0.37 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 1,448 | 514 | ||||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 22,121 | -1.83 | 7,854 | -0.56 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 2,507 | 35.59 | 1 | |||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 6,748 | -2.96 | 2,464 | -2.30 | ||||
| 2025-08-22 | NP | SUWAX - DWS核心股票基金A类 | 280,847 | 11.07 | 99,715 | 12.52 | ||||
| 2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 2,206 | 0.14 | 783 | 1.42 | ||||
| 2025-08-12 | 13F | 国营农场互助汽车保险公司 | 1,158,711 | 0.00 | 411,400 | 1.31 | ||||
| 2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 1,280,520 | -10.33 | 467,633 | -9.71 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 16,274 | 9.10 | 5,768 | 10.29 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 11,706 | 2.58 | 4,156 | 3.93 | ||||
| 2025-07-22 | 13F | Fishman Jay A 有限公司/mi | 107,794 | 1.28 | 38,272 | 2.61 | ||||
| 2025-08-22 | NP | MGQIX - 全球可持续产品组合 I 类 | 6,089 | -13.95 | 2,162 | -12.83 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 250,826 | 0.36 | 89,056 | 1.67 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 3,990 | -89.97 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 177,631 | 4.90 | 58,990 | -0.60 | ||||
| 2025-08-13 | 13F | 阿尔科斯塔资本管理公司 | 13,960 | -0.43 | 4,956 | 0.88 | ||||
| 2025-08-28 | NP | RPXFX - RiverPark 大型增长基金零售类 | 3,209 | 0.00 | 1,139 | 1.33 | ||||
| 2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 9,371 | -45.24 | 3,238 | -44.66 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 1,346 | 8.03 | 480 | 15.94 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 37,072 | 13 | ||||||
| 2025-07-24 | 13F | M1资本管理有限责任公司 | 887 | 8.17 | 315 | 9.41 | ||||
| 2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 3,763 | 3.72 | 1,336 | 5.11 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 52,827 | 18,756 | ||||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 34,831 | 1.31 | 12,367 | 2.64 | ||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 3,642 | -0.05 | 1,293 | 1.25 | ||||
| 2025-07-25 | NP | APLIX - 对冲收益基金投资者 | 1,800 | 0.00 | 657 | 0.77 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 63,235 | 1.84 | 22,452 | 3.17 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 79,228 | 138.63 | 28,130 | 141.76 | ||||
| 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 | 34,865 | -2.21 | 12,379 | -0.93 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 22,045 | 8.44 | 7,827 | 9.87 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 14,000 | -79.56 | 4,971 | -79.30 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 53,300 | 125.85 | 18,924 | 128.83 | |||
| 2025-07-14 | 13F | 托特金融咨询公司 | 48,978 | 2.94 | 17,390 | 4.29 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 582,321 | -1.73 | 206,753 | -0.44 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 34,456 | 2.19 | 12,234 | 3.52 | ||||
| 2025-07-29 | 13F | 第一银行公司 /ME/ | 4,639 | 10.98 | 1,647 | 12.50 | ||||
| 2025-08-11 | 13F | 莫林财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-09-09 | 13F | NWF咨询服务公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 386,187 | 137,116 | ||||||
| 2025-08-13 | 13F | 河公园资本管理有限公司 | 4,220 | 0.00 | 1,498 | 1.35 | ||||
| 2025-07-25 | 13F | 里程碑 Administradora de Recursos Ltda。 | 7,905 | -50.00 | 2,807 | -49.35 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,759 | 9.73 | 608 | 10.97 | ||||
| 2025-04-17 | 13F | 克鲁姆卢比公司 | 990 | 2.48 | 347 | 13.44 | ||||
| 2025-08-25 | NP | SIBAX - 坐平衡基金 | 2,800 | 0.00 | 994 | 1.33 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 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 | 35,549 | 8.06 | 12,282 | 9.23 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 109,642 | 38,928 | ||||||
| 2025-08-01 | 13F | 华侨银行 | 75,557 | -19.62 | 26,810 | -18.60 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 3,510,065 | 3.59 | 1,246,249 | 4.94 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 4,471 | -68.98 | 1,587 | -68.58 | ||||
| 2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 5,770 | 10.75 | 2,049 | 12.22 | ||||
| 2025-08-07 | 13F | 联盟财富管理集团 | 665 | 0.00 | 236 | 1.29 | ||||
| 2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 1,527 | 0.26 | 542 | 1.69 | ||||
| 2025-05-15 | 13F | 布朗资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | 杜普雷金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth 资本管理有限公司 | 1,783 | 0.00 | 633 | 1.44 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 15,734 | 16.43 | 5,436 | 17.69 | ||||
| 2025-08-27 | NP | TFOAX - 试金石重点基金 A | 100,160 | 0.00 | 35,562 | 1.31 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 306 | 30.21 | 109 | 31.71 | ||||
| 2025-07-30 | 13F | 施瓦茨投资顾问公司 | 1,470 | 0.00 | 522 | 1.17 | ||||
| 2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 766 | 19.87 | 272 | 21.52 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 156,190 | -1.70 | 55,455 | -0.41 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 80,164 | -6.60 | 28,462 | -5.37 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 3,742 | -6.26 | 1,321 | -5.65 | ||||
| 2025-08-25 | NP | SNIGX - Sit 大盘成长基金公司 | 13,650 | 0.00 | 4,846 | 1.32 | ||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 795 | 19.01 | 282 | 20.51 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 19,172 | -3.08 | 6,807 | -1.80 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 4,691 | 1.01 | 1,675 | 7.38 | ||||
| 2025-07-08 | 13F | ShankerValleau 财富顾问公司 | 576 | 0.00 | 205 | 1.49 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 8,917 | 2.64 | 3,166 | 4.01 | ||||
| 2025-07-29 | 13F | 溪畔合作伙伴 | 684 | 0.00 | 243 | 1.26 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 54,205 | 0.34 | 19,245 | 1.65 | ||||
| 2025-08-13 | 13F | 领资本管理有限责任公司 | 833 | 0.00 | 296 | 1.37 | ||||
| 2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 3,169 | -7.07 | 1,126 | -5.77 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 230,703 | 18.26 | 79,708 | 19.54 | ||||
| 2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 3,810 | -59.52 | 1,316 | -47.36 | ||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 2,917 | -1.78 | 1,036 | -0.48 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 267,059 | 5.29 | 94,819 | 6.67 | ||||
| 2025-08-08 | 13F | KBC 集团 | 1,337,150 | 13.27 | 475 | 14.77 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 600,332 | -1.41 | 213,148 | -0.12 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 4,485 | 0.67 | 1,592 | 1.99 | ||||
| 2025-08-14 | 13F | 阿拉贡全球管理有限合伙人 | 17,550 | 0.00 | 6,231 | 1.32 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 4,576 | -13.82 | 1,625 | -12.74 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / 莫 / | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TACLX - Touchstone 大盘基金 A 类 | 39,639 | 0.31 | 14,074 | 1.62 | ||||
| 2025-08-12 | 13F | 磁石财富管理有限责任公司 | 5,884 | -3.89 | 2,089 | -2.61 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 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 | 17,504 | 67.34 | 6,215 | 69.55 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 6,640 | -0.09 | 2,358 | 1.20 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 255,057 | -4.14 | 90,558 | -2.88 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 2,003,379 | 2.09 | 711,300 | 3.43 | ||||
| 2025-07-24 | 13F | MSH资本顾问有限公司 | 5,976 | -1.32 | 2,122 | -0.05 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 229,803 | 2.54 | 81,591 | 3.88 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 28,047 | -51.94 | 9,958 | -51.32 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 433,247 | 24.91 | 153,824 | 26.54 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 107,659 | -8.55 | 38,224 | -7.35 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 1,607,656 | -2.21 | 570,798 | -0.93 | ||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 815 | 8.38 | 282 | 9.34 | ||||
| 2025-08-28 | NP | RWGFX - RiverPark/Wedgewood 基金零售类 | 4,219 | -40.48 | 1,498 | -39.73 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 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 | 82,283 | -6.38 | 29,215 | -5.16 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 56,377 | -29.82 | 19,886 | -28.97 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 794,996 | -3.53 | 282,263 | -2.27 | ||||
| 2025-05-30 | NP | PTSOX - PIMCO RAE PLUS 国际基金 A 类 | 278 | -80.57 | 97 | -78.54 | ||||
| 2025-08-12 | 13F | 鲍伊资本管理有限公司 | 272,039 | 1.64 | 96,587 | 2.98 | ||||
| 2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 59,228 | -26.30 | 21,029 | -25.34 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 482,343 | -0.39 | 171,256 | 0.91 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 344 | 3.30 | 121 | 14.29 | ||||
| 2025-08-07 | 13F | 柯蒂斯咨询集团有限责任公司 | 2,450 | 0.00 | 870 | 1.28 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 31,859 | 5.84 | 11,312 | 7.22 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 1,494 | -0.53 | 530 | 0.76 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 116,279 | 0.43 | 41,285 | 1.75 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 动态资本增值投资组合初始类别 | 14,800 | 0.00 | 5,255 | 1.31 | ||||
| 2025-07-24 | 13F | 活橡树投资伙伴 | 5,354 | -1.85 | 1,901 | -0.52 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 12,918 | 2.74 | 4,587 | 4.09 | ||||
| 2025-08-12 | 13F | 巴林银行 | 5,191 | 370.63 | 1,843 | 377.46 | ||||
| 2025-05-15 | 13F | CSS 有限公司/il | Put | 0 | -100.00 | 0 | ||||
| 2025-07-15 | 13F | LVZ 顾问公司 | 3,931 | 4.41 | 1,396 | 5.76 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 9,372 | 14.45 | 3,328 | 15.96 | ||||
| 2025-05-15 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 梅波特有限公司 | 1,981 | 1.17 | 703 | 2.48 | ||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 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 | 2,088,053 | 12.09 | 721,422 | 13.30 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 13,838 | 0.30 | 4,913 | 1.61 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 1,412 | 516 | ||||||
| 2025-08-22 | NP | SDGAX - DWS资本成长基金A类 | 90,737 | -1.19 | 32,216 | 0.11 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 152,127 | 0.76 | 52,560 | 1.85 | ||||
| 2025-07-28 | 13F | 传承财富管理公司/CA/ | 785 | -1.26 | 279 | 0.00 | ||||
| 2025-06-25 | NP | FundVantage Trust - Polen 成长与收入基金机构类别 | 595 | -5.85 | 206 | -5.09 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 1,782 | 114.70 | 633 | 117.93 | ||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 89,644 | 3.35 | 31,828 | 4.70 | ||||
| 2025-08-26 | NP | Bitwise 基金信托 - Bitwise Web3 ETF | 160 | 8.84 | 57 | 9.80 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 67 | 0.00 | 24 | 0.00 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 65,211 | 3.69 | 23,153 | 5.05 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 42,194 | 5.35 | 15,142 | 7.87 | ||||
| 2025-08-07 | 13F | NS合作伙伴有限公司 | 164,451 | -3.56 | 58,388 | -2.29 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,164 | 5.43 | 402 | 6.63 | ||||
| 2025-08-05 | 13F | 子午线管理公司 | 10,945 | -25.95 | 3,781 | -27.01 | ||||
| 2025-07-30 | 13F | TRB 顾问有限合伙人 | 80,000 | 0.00 | 28,404 | 1.31 | ||||
| 2025-08-13 | 13F | 美国投资服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 必要资本管理有限责任公司 | 767 | 27.83 | 272 | 29.52 | ||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 2,182 | 20.02 | 775 | 21.51 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 168,576 | -1.68 | 59,853 | -0.39 | ||||
| 2025-08-26 | NP | EVUAX - 富国银行公用事业和电信基金 A 类 | 13,958 | -6.88 | 4,956 | -5.67 | ||||
| 2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 341,432 | -3.02 | 121,225 | -1.75 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 1,032,305 | -0.65 | 366,520 | 0.66 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 8,175 | 13.78 | 2,903 | 23.49 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 62,050 | -4.61 | 22,031 | -3.37 | ||||
| 2025-08-11 | 13F | 百富金融集团有限责任公司 | 2,008 | -36.80 | 713 | -36.03 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 1,605 | 570 | ||||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 1,050,989 | -4.82 | 373,154 | -3.57 | ||||
| 2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 33,393 | 2.05 | 11,856 | 3.39 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 5,659 | 2.82 | 2 | 100.00 | ||||
| 2025-07-28 | 13F | Triton 财富管理公司 | 1,211 | -5.17 | 429 | 9.74 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 12,450 | -6.18 | 4,420 | -4.95 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 5,459 | 3.33 | 1,938 | 4.70 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 317,660 | -2.01 | 113 | -0.88 | ||||
| 2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 620 | 220 | ||||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 4,003 | 19.81 | 1,421 | 21.45 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 6,687 | -5.96 | 2,376 | -4.70 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 6,458 | 18.26 | 2,293 | 19.81 | ||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 28 | 0.00 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 3,515 | -0.11 | 1,248 | 1.22 | ||||
| 2025-06-25 | NP | Allianzgi Nfj 股息、利息和溢价策略基金 | 29,180 | -14.68 | 10,082 | -13.76 | ||||
| 2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 1,979 | 0.05 | 702 | 1.30 | ||||
| 2025-07-08 | 13F | 棱镜顾问公司 | 1,302 | 0.00 | 462 | 1.32 | ||||
| 2025-08-14 | 13F | 船尾福赛斯公司 | 16,679 | 0.45 | 5,922 | 1.77 | ||||
| 2025-07-24 | 13F | 高级资产管理顾问公司 | 38,200 | 0.00 | 13,563 | 1.31 | ||||
| 2025-04-24 | 13F | 太平洋环球投资管理公司 | 923 | -15.32 | 324 | -6.10 | ||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 3,203 | 1.46 | 1,137 | 2.80 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 8,893 | -15.19 | 3,157 | -14.07 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 10,061 | -23.12 | 3,572 | -22.11 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 319,096 | -1.13 | 113,295 | 0.17 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 773,849 | -7.66 | 274,755 | -6.45 | ||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 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 | 259,748 | -1.59 | 89,743 | -0.53 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 301 | -81.85 | 107 | -81.76 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 68,040 | -23.93 | 24,158 | -22.94 | ||||
| 2025-05-02 | 13F | 德拉沃湾有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 金融复仇者公司 | 680 | 0.15 | 241 | 1.69 | ||||
| 2025-07-17 | 13F | SC&H 财务顾问公司 | 6,285 | 0.71 | 2,232 | 2.01 | ||||
| 2025-07-21 | 13F | 家族首席财务官公司 | 12 | 4 | ||||||
| 2025-07-29 | 13F | BXM 财富有限责任公司 | 977 | 17.15 | 347 | 18.90 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 2,210 | 0.00 | 785 | 1.29 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 75,424 | 45.32 | 26,779 | 47.23 | ||||
| 2025-07-24 | 13F | 西北财富顾问有限公司 | 1,136 | 7.27 | 403 | 8.63 | ||||
| 2025-03-31 | NP | JTKRX - 约翰汉考克全球主题机会基金 R6 级 | 7,278 | -70.16 | 2,488 | -64.82 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 3,937 | 0.03 | 1,398 | 1.31 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 5,400 | 5,300.00 | 1,917 | 5,377.14 | |||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 7,903 | 49.93 | 2,799 | 51.49 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 1,368,307 | 10.60 | 485,817 | 12.05 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 7,200 | 3,500.00 | 2,556 | 3,551.43 | |||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 62,252 | -17.03 | 22,103 | -15.95 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 41,900 | 50 | |||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 51,679 | -9.35 | 17,855 | -8.37 | ||||
| 2025-05-13 | 13F | CacheTech 公司 | 621 | -2.20 | 218 | 8.50 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 114,802 | -1.48 | 40,760 | -0.19 | ||||
| 2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 31,620 | -1.90 | 11,227 | -0.62 | ||||
| 2025-07-08 | 13F | D.斯科特尼尔公司 | 2,550 | 0.00 | 905 | 1.34 | ||||
| 2025-09-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 628 | 0.00 | 217 | 0.00 | ||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 1,378 | 8.50 | 489 | 10.14 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 1,104,508 | -1.24 | 392,156 | 0.05 | ||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 7,573 | 2,689 | ||||||
| 2025-05-13 | 13F | 全球视野资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 760,816 | -0.85 | 270,128 | 0.45 | ||||
| 2025-07-29 | 13F | Koa 财富管理有限公司 | 9,401 | -0.37 | 3,338 | 0.94 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,471,021 | -1.30 | 522 | 0.00 | ||||
| 2025-08-14 | 13F | 维京全球投资有限责任公司 | 1,620,722 | -23.73 | 575,437 | -22.74 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 729,038 | 7.00 | 259 | 8.40 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,095 | -73.62 | 1,809 | -73.29 | ||||
| 2025-08-14 | 13F | 红木金融网络公司 | 1,776 | 0.51 | 631 | 1.78 | ||||
| 2025-06-18 | NP | GGEAX - 全国全球可持续股票基金 A 类 | 8,734 | -3.30 | 3,018 | -2.27 | ||||
| 2025-07-10 | 13F | Waypoint 财富合作伙伴公司 | 1,113 | -2.54 | 395 | -1.25 | ||||
| 2025-08-27 | NP | PLBBX - 铅垂平衡基金 | 7,000 | 0.00 | 2,485 | 1.30 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 191,327 | 0.65 | 67,931 | 1.97 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 143,503 | -0.69 | 50,951 | 0.61 | ||||
| 2025-06-30 | NP | GGEFX - Summitry 股票基金 | 8,802 | -33.35 | 3,041 | -32.63 | ||||
| 2025-06-30 | NP | BLKC - Invesco Alerian Galaxy 区块链用户和去中心化商业 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103 | -32.24 | 36 | -31.37 | ||||
| 2025-06-30 | NP | SATO - Invesco Alerian Galaxy 加密经济 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 | 225 | -34.21 | 78 | -33.62 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 112,470 | 19.67 | 40 | 21.88 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 1,161 | -10.97 | 0 | |||||
| 2025-06-25 | NP | MNMCX - Pro-Blend(R) 中期系列 L 级 | 8,714 | -24.40 | 3,011 | -23.58 | ||||
| 2025-07-18 | 13F | 奥洛克公司 | 1,189 | 0.00 | 422 | 1.44 | ||||
| 2025-08-13 | 13F | 罗伯茨资本顾问有限责任公司 | 5,832 | 0.00 | 2,071 | 1.32 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 4,092 | 74.80 | 1,453 | 77.07 | ||||
| 2025-07-29 | 13F | Primoris 财富顾问有限公司 | 2,543 | 0.51 | 903 | 1.81 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 145,123 | -4.09 | 51,526 | -2.83 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 34 | 12 | ||||||
| 2025-06-30 | NP | WOGSX - 白橡树精选成长基金 | 27,475 | 0.00 | 9,493 | 1.09 | ||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 2,168,620 | 4.24 | 756,003 | 5.99 | ||||
| 2025-07-14 | 13F | 斯特林集团财富管理有限责任公司 | 1,361 | -0.95 | 483 | 0.42 | ||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 4,538 | 71.18 | 1,611 | 73.41 | ||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 5,566 | 3.61 | 1,976 | 4.99 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 19,108 | 4.59 | 6,784 | 5.95 | ||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,841 | -12.61 | 982 | -11.70 | ||||
| 2025-08-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 378,725 | 8.35 | 134,466 | 9.77 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 349,428 | 13.74 | 124,064 | 15.23 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 43,782 | -6.97 | 15,545 | -5.75 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 3,055 | 7.23 | 1,085 | 8.62 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 2,417 | -7.64 | 858 | -6.43 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 950,401 | 13.50 | 328,364 | 14.73 | ||||
| 2025-05-15 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 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 | 21,101 | -5.88 | 7,492 | -4.65 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 1,037 | 0 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 43,096,802 | 2.54 | 15,253,245 | 3.80 |
