机构投资人持股和股东
Woodward, Inc. (IT:1WWD) 有 955 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 63,921,945 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, Eagle Capital Management Llc, State Street Corp, Capital Research Global Investors, Newport Trust Co, IJH - iShares Core S&P Mid-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1, and Fmr Llc .
Woodward, Inc. (BIT:1WWD)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 11, 2025 is 206.00 / share. Previously, on April 28, 2025, the share price was 158.00 / share. This represents an increase of 30.38% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 1,828 | -8.42 | 448 | 23.08 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 3,668 | -30.00 | 899 | -6.07 | ||||
| 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 | 27,154 | 0.67 | 5,093 | 1.94 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 119 | 29 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 73,800 | 3.63 | 13,843 | 4.93 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 1,050 | -8.70 | 257 | 22.97 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 20,500 | 24.24 | 5,024 | 66.85 | ||||
| 2025-06-25 | NP | FNX - First Trust 中型核心 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 | 17,667 | 62.63 | 3,314 | 64.66 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 28,185 | 6,908 | ||||||
| 2025-06-26 | NP | FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,760 | 92.12 | 3,894 | 94.55 | ||||
| 2025-08-07 | 13F | 商业银行 | 4,831 | 1.39 | 1,184 | 36.25 | ||||
| 2025-06-25 | NP | PESPX - 纽约梅隆中型股指数基金公司投资者股票 | 28,703 | -4.82 | 5,384 | -3.63 | ||||
| 2025-08-26 | NP | WOOPX - 摩根大通无畏中型基金 I 类 | 7,042 | 1,726 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 2,224 | -13.29 | 545 | 16.45 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 826 | -30.30 | 202 | -6.48 | ||||
| 2025-05-30 | NP | Lord Abbett SERIES FUND INC - 债券-债券投资组合 VC 级 | 6,475 | 0.00 | 1,182 | 9.66 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 10,800 | -1.79 | 2,647 | 31.90 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 67,124 | -0.50 | 16,451 | 33.64 | ||||
| 2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 18,104 | -1.88 | 4,437 | 31.78 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 460 | 0.00 | 113 | 34.94 | ||||
| 2025-05-09 | 13F | 曼彻斯特资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 14,009 | -58.92 | 3,433 | -42.26 | ||||
| 2025-08-27 | NP | RYBHX - S&P MidCap 400 纯增长基金 H 级 | 1,001 | -7.14 | 245 | 25.00 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 1,900 | 0.00 | 411 | 14.48 | ||||
| 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 | 12,784 | -20.19 | 2,398 | -19.21 | ||||
| 2025-08-14 | 13F | 坎德洛资本管理有限公司 | 16,167 | 3,962 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 19,285 | 18.33 | 4,727 | 58.91 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 32,038 | -2.78 | 7,852 | 30.58 | ||||
| 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 | 6,677 | -2.85 | 1,444 | 11.25 | ||||
| 2025-05-15 | 13F | Polymer资本管理（美国）有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 23,792 | 30.89 | 5,831 | 75.79 | ||||
| 2025-08-21 | NP | MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 | 27,107 | -6.32 | 6,644 | 25.81 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 660 | -15.17 | 162 | 14.18 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 5 | 0.00 | 1 | |||||
| 2025-05-14 | 13F | 艾尔伍德资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 8,625 | 5.61 | 2,114 | 41.81 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | XFBRX - 中型投资组合投资者类别 | 225,000 | 7.09 | 55,145 | 131.87 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 中型股 1.5 倍策略基金可变年金 | 49 | -18.33 | 12 | 20.00 | ||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 984 | 0.00 | 241 | 34.64 | ||||
| 2025-05-29 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 2,790 | 15.19 | 509 | 26.30 | ||||
| 2025-07-29 | NP | VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund 机构股票 | 49,465 | -1.95 | 10,701 | 12.23 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 374,870 | -39.63 | 91,877 | -18.92 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 3,011 | 100.60 | 738 | 169.96 | ||||
| 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 | 2,515 | 0.00 | 616 | 34.50 | ||||
| 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 | 133,547 | 32,731 | ||||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 1,764 | 331 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 1,807 | 443 | ||||||
| 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 | 1,262 | -13.44 | 309 | 16.17 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 16,091 | -60.09 | 3,944 | -46.41 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 16,006 | -12.87 | 3,923 | 17.00 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 3 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | 联合银行 | 27,558 | -0.09 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 42 | 10 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 10,093 | 0.00 | 1,893 | 1.28 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 3,050 | 0.00 | 748 | 34.35 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 388,888 | -1.36 | 95,313 | 32.47 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 220 | 0.00 | 54 | 32.50 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 22,972 | -2.84 | 5,630 | 30.51 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,351,873 | -0.74 | 331,373 | 33.30 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 10,063 | -3.27 | 2,466 | 29.93 | ||||
| 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 | 85,505 | 8.16 | 18,497 | 23.80 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 3,218 | 5.40 | 789 | 41.47 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 24,167 | -1.74 | 5,923 | 31.97 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 32,707 | 8.59 | 8,016 | 45.85 | ||||
| 2025-08-14 | 13F | 英国纳亚资本管理有限公司 | 1,395,805 | -11.77 | 342,098 | 18.49 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 2,738 | -7.69 | 671 | 24.03 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 19,311 | -6.41 | 4,733 | 25.71 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 5,400 | -26.03 | 1,328 | -0.75 | |||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 1,900 | -36.67 | 467 | -14.94 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 5,404 | 60.74 | 1,329 | 115.75 | ||||
| 2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 260 | 8.33 | 49 | 9.09 | ||||
| 2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 183 | 27.97 | 45 | 69.23 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 1,218 | 0.00 | 299 | 34.23 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 17,488 | -10.95 | 4,286 | 19.62 | ||||
| 2025-04-28 | NP | GMAYX - GMO 小盘优质基金 I 级 | 72,125 | 27.42 | 13,631 | 33.55 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 1,580 | -7.87 | 387 | 24.04 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 44 | 11 | ||||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加州教师退休制度 | 55,162 | 0.04 | 13,520 | 34.36 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 700 | 0.00 | 172 | 34.65 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,910,621 | 2.29 | 468,274 | 37.38 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | GCAD - 加贝利商业航空航天和国防基金 | 1,290 | 0.00 | 316 | 34.47 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 1 | 0.00 | 0 | |||||
| 2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 52 | 13 | ||||||
| 2025-08-26 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 1,718 | -53.43 | 421 | -25.88 | ||||
| 2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 1,334 | 289 | ||||||
| 2025-07-15 | 13F | 第五第三银行 | 19,565 | -2.18 | 4,795 | 31.37 | ||||
| 2025-06-25 | NP | BKMC - 纽约梅隆银行美国中盘核心股票 ETF | 6,195 | -32.05 | 1,162 | -31.22 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | GCASX - Gabelli 小盘成长基金 A 类 | 18,500 | -2.63 | 4,534 | 30.78 | ||||
| 2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 50,583 | 0.29 | 10,943 | 14.80 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 2,139 | 1.04 | 524 | 35.75 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 5,110 | 0.00 | 1,252 | 34.33 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 61,479 | 1.08 | 15,068 | 35.75 | ||||
| 2025-07-22 | NP | GGOIX - 高盛机构成长机会基金 | 36,908 | 0.00 | 7,984 | 14.47 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 400 | 33.33 | 98 | 81.48 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 1,620 | 10.58 | 350 | 26.81 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 5 | 0.00 | 1 | |||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 151 | 0.00 | 37 | 37.04 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 278,190 | 6.30 | 68,182 | 42.76 | ||||
| 2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 27,441 | -1.34 | 5,147 | -0.10 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 3 | 50.00 | 1 | |||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 217,465 | 31.57 | 53,298 | 76.70 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 946 | 0 | ||||||
| 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 | 11,864 | -11.91 | 2,908 | 18.32 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 4,322 | 0.00 | 1,059 | 34.39 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 36,740 | 0.23 | 9,005 | 34.61 | ||||
| 2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 8,782 | -3.06 | 1,627 | 15.07 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 839 | 206 | ||||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 1,947 | 477 | ||||||
| 2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 381 | 93 | ||||||
| 2025-08-26 | NP | IJMAX - VY(R) 摩根大通中盘价值投资组合 ADV 级 | 8,216 | 1.65 | 2,014 | 36.47 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 144 | -61.19 | 35 | -42.62 | ||||
| 2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 39 | 10 | ||||||
| 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 | 30,241 | 0.76 | 7,412 | 35.34 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 26 | 0.00 | 6 | 50.00 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 1 | 0 | ||||||
| 2025-08-13 | 13F | 麦科勒姆·克里斯托弗森集团有限责任公司 | 2,300 | 0.00 | 564 | 34.37 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 13,285 | 0.66 | 3,256 | 35.22 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 72,986 | 26.89 | 17,888 | 70.43 | ||||
| 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 | 7,158 | 10.36 | 1,343 | 11.74 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,546 | -8.52 | 379 | 22.73 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 37 | 0.00 | 9 | 50.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级 | 5,069 | 2.07 | 1,242 | 37.09 | ||||
| 2025-08-14 | 13F | 纽波特信托公司 | 2,123,739 | -3.17 | 520,507 | 30.05 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 10,883 | 4.26 | 3 | 100.00 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 893 | 0.00 | 219 | 34.57 | ||||
| 2025-05-19 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 2,533 | -27.67 | 462 | -20.62 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 18 | 3 | ||||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 184 | 201.64 | 45 | 309.09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 7,430 | -28.76 | 1,821 | -4.31 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 1,413 | 11.17 | 265 | 12.77 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 143 | -2.72 | 0 | |||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 356 | 0.00 | 87 | 35.94 | ||||
| 2025-08-27 | NP | HRSCX - Carillon Eagle 小盘成长基金 A 类 | 38,004 | -5.94 | 9,314 | 26.33 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 657 | -7.72 | 161 | 24.81 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 45,130 | -7.15 | 11,061 | 24.70 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 4,053 | -7.40 | 1 | |||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 19,485 | -59.81 | 4,776 | -46.03 | ||||
| 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 | 1,167 | 0.00 | 252 | 14.55 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 51 | 15.91 | 12 | 50.00 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 1,467 | -6.08 | 360 | 25.96 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 452 | 4.87 | 111 | 41.03 | ||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 631 | -10.88 | 137 | 2.26 | ||||
| 2025-05-15 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 伯比斯资本管理有限公司 | 300 | 0.00 | 74 | 35.19 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 1,000 | 245 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 70,403 | -66.01 | 17,255 | -54.34 | ||||
| 2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 18,311 | -1.04 | 3,435 | 0.20 | ||||
| 2025-07-15 | 13F | 频谱规划与咨询服务公司 | 8,418 | -1.75 | 2,063 | 31.99 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 364,127 | -18.68 | 89,244 | 9.21 | ||||
| 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 | 24,846 | 0.00 | 6,090 | 34.30 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 18,009 | 1.10 | 3,896 | 15.72 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 50,160 | 12,294 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 1,500 | 368 | |||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 1,287 | 315 | ||||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 9,025 | 2,212 | ||||||
| 2025-08-26 | NP | Spdr S&p Midcap 400 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 467,189 | -1.43 | 114,503 | 32.39 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 10,000 | 0.00 | 2,451 | 34.32 | ||||
| 2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 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 | 3,412 | -1.19 | 836 | 32.70 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 501 | 123 | ||||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 1,781 | -32.33 | 437 | -9.17 | ||||
| 2025-08-26 | NP | CRMEX - CRM All Cap Value 基金投资者股票 | 2,359 | -21.73 | 578 | 5.09 | ||||
| 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 | 4,597 | 0.00 | 1,127 | 34.37 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 812 | 150 | ||||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 100 | 4,900.00 | 25 | |||||
| 2025-07-24 | NP | FMCDX - 富达顾问选股中盘基金 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 | 70,100 | -12.48 | 15,165 | 0.17 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 160 | 39 | ||||||
| 2025-08-28 | NP | SIVIX - 道富机构小型股票基金投资类别 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 | 10,388 | -29.23 | 2,546 | -4.97 | ||||
| 2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 39,523 | 0.07 | 9,687 | 34.40 | ||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 12 | 3 | ||||||
| 2025-08-22 | NP | FIIAX - 富达顾问中型 II 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 | 46,000 | 10.84 | 11,274 | 140.03 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 150 | 33.93 | 37 | 80.00 | ||||
| 2025-05-15 | 13F | 桑德勒资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 526 | 2.14 | 129 | 37.63 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 115,091 | 28,208 | ||||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | BIASX - Brown Advisory 小型成长基金投资者股票 | 40,153 | -37.16 | 9,841 | -15.60 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | Call | 98,400 | -24.31 | 24,117 | 1.66 | |||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 36,310 | -0.02 | 6,811 | 1.23 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 215,077 | -16.38 | 52,713 | 12.31 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | Put | 19,700 | -67.17 | 4,828 | -55.90 | |||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 22,386 | 0.03 | 5,487 | 34.33 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 29,508 | -50.46 | 7,232 | -33.47 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 49,963 | -3.51 | 9,372 | -2.30 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 841 | 29.58 | 153 | 41.67 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 10 | -16.67 | 2 | 0.00 | ||||
| 2025-07-24 | NP | FSDAX - 国防和航空航天产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 235,300 | 4.02 | 50,902 | 19.07 | ||||
| 2025-07-25 | NP | SCHM - 嘉信美国中型 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157,314 | 2.12 | 34,032 | 16.89 | ||||
| 2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 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 | 4,929 | 0.00 | 925 | 1.20 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 1,334 | 327 | ||||||
| 2025-07-30 | 13F | 道德公司 | 4,610 | 291.01 | 1,134 | 415.00 | ||||
| 2025-08-26 | NP | CRIMX - CRM 中型股价值基金机构 | 31,588 | -22.17 | 7,742 | 4.52 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 29 | 0.00 | 7 | 40.00 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,824 | 8.78 | 4,844 | 10.14 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 12,500 | 3.24 | 3,064 | 38.66 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 12,489 | 0.08 | 3,061 | 34.39 | ||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 92,973 | 9.67 | 20,113 | 25.53 | ||||
| 2025-07-31 | 13F | 无烟煤投资公司 | 15,000 | 3,676 | ||||||
| 2025-07-28 | NP | UMDD - ProShares UltraPro MidCap400 | 336 | -35.26 | 73 | -26.53 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 157,096 | -10.99 | 38,503 | 19.55 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 149 | 0.68 | 37 | 33.33 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P MidCap 400 纯增长基金可变年金 | 354 | -7.81 | 87 | 22.86 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 371,280 | 6.91 | 90,997 | 43.59 | ||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 5,000 | 0.00 | 1,225 | 34.32 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 30,370 | 54.58 | 7 | 133.33 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 80,948 | -36.85 | 20 | -17.39 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 500 | -99.00 | 123 | -98.66 | |||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 853 | -8.96 | 185 | 3.95 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 2,638 | 4.31 | 647 | 40.13 | ||||
| 2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 13,774 | 5.75 | 3,376 | 42.05 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 13,492 | 3,307 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 100 | -83.33 | 25 | -77.98 | |||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 18,933 | 34.31 | 4,657 | 80.26 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 1,342 | -6.61 | 329 | 25.19 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 1,242 | 8.76 | 304 | 46.15 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 8,278 | 36.53 | 2,029 | 83.36 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 4,867 | 0.00 | 1,193 | 34.23 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 10,867 | 126.16 | 2,663 | 204.00 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 320 | 0.00 | 59 | 13.46 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 66,342 | 6.09 | 16,260 | 42.49 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 16,925 | 4 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 23,412 | -35.44 | 5,738 | -13.28 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 80,213 | 1.50 | 20 | 35.71 | ||||
| 2025-08-15 | NP | RYPRX - Royce Premier 基金投资类别 | 65,000 | 0.00 | 15,931 | 34.31 | ||||
| 2025-04-30 | 13F | 个人首席财务官解决方案有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 213 | 46.90 | 40 | 50.00 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 4 | 0.00 | 1 | |||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 109 | 36.25 | 20 | 46.15 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 114,328 | 8.42 | 24,733 | 24.10 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 14,971 | 290.89 | 3,669 | 425.64 | ||||
| 2025-08-29 | NP | STXM-Strive 中型股 ETF | 289 | 8.24 | 71 | 45.83 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 149,800 | 4,893.33 | 36,714 | 6,611.88 | |||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 38,468 | 124.85 | 9 | 200.00 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 35,149 | 1.35 | 8,615 | 36.13 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 4,030 | 7.04 | 988 | 43.67 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 60,374 | 11,324 | ||||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 8,380 | -74.50 | 2,054 | -65.76 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 20,111 | 5 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 2,400 | -88.68 | 1 | -100.00 | |||
| 2025-08-27 | NP | RYMDX - 中型股 1.5 倍策略基金 H 级 | 176 | -8.81 | 43 | 22.86 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 15,592 | 15.86 | 2,925 | 17.29 | ||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 22,562 | 0.85 | 4,881 | 15.42 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 1,180 | 0.85 | 0 | |||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 84 | 0.00 | 15 | 15.38 | ||||
| 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 | 4,136 | -4.92 | 1,014 | 27.74 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 700 | 600.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 19,377 | 1,644.10 | 5 | |||||
| 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 | 1,313 | 3.55 | 322 | 38.96 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 4,800 | 0.00 | 1,217 | 24.82 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,014 | 39.86 | 249 | 87.88 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 1,170 | -0.76 | 287 | 33.02 | ||||
| 2025-05-14 | 13F | 汇丰控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 14,448 | -1.56 | 3,541 | 32.23 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 15,288 | 7.75 | 3,747 | 44.69 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 16,381 | -5.80 | 4 | 33.33 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 3,284 | 2.95 | 805 | 38.14 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 76 | 19 | ||||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 15,023 | 0.00 | 3,682 | 34.29 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 20,268 | -1.63 | 4,968 | 32.14 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 197,176 | 0.00 | 48,326 | 34.30 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 2,359 | 0.00 | 578 | 34.42 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 586 | -23.00 | 144 | 3.62 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 12,197 | 0.83 | 2,989 | 35.43 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 3,776 | 925 | ||||||
| 2025-08-14 | 13F | 城堡胡克合伙公司 | 234,988 | 57,593 | ||||||
| 2025-06-26 | NP | FZFLX - 富达 SAI 中小盘 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,644 | -14.60 | 2,559 | -13.52 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 93,629 | 0.00 | 17,562 | 1.25 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 103,922 | 1.21 | 25,470 | 35.93 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 4,970 | 0.00 | 1,218 | 34.44 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 65 | -12.16 | 16 | 33.33 | ||||
| 2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 290 | -31.44 | 63 | -21.52 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 16,530 | -5.27 | 4,051 | 27.23 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 5,521 | 1,353 | ||||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 1,000 | 245 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 822,372 | 201,555 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 3,279 | 6.25 | 804 | 42.63 | ||||
| 2025-08-28 | NP | MDYG - SPDR(R) S & P 400 中型成长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,913 | -18.32 | 21,547 | 9.69 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 6,317 | 0.00 | 1,548 | 34.38 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 1,732 | -6.98 | 325 | -5.81 | ||||
| 2025-06-27 | NP | CZA - Invesco Zacks 中型 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 | 6,651 | -15.96 | 1,248 | -3.93 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 171 | 0.00 | 42 | 32.26 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 23,172 | 120.43 | 5,679 | 196.09 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 18,900 | 89.00 | 4,632 | 153.95 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 44,648 | 159.90 | 10,943 | 249.14 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 3,458 | 748 | ||||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 111 | 0.00 | 27 | 35.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 6,500 | 1,593 | |||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 1,885 | 125.75 | 462 | 840.82 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 14 | 3 | ||||||
| 2025-08-14 | 13F | 法拉隆资本管理有限公司 | 914,673 | -35.57 | 224,177 | -13.47 | ||||
| 2025-08-14 | 13F | 道富银行 | 2,308,220 | -4.67 | 565,722 | 28.03 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 681 | -7.72 | 147 | 5.76 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 4,189 | 6.73 | 1,027 | 43.30 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 16,700 | 0.60 | 4,093 | 35.13 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 海明顿财富管理 | 70 | 18.64 | 0 | |||||
| 2025-06-18 | NP | GMXAX - 全国中盘市场指数基金 A 类 | 10,867 | -7.03 | 2,038 | -5.87 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 8,105 | 1,986 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 20,200 | -14.41 | 4,951 | 14.96 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 55,521 | 0.00 | 10,414 | 1.25 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert S&P MidCap 400 指数投资组合副总裁 - I 类 | 11,553 | -1.08 | 2,832 | 32.85 | ||||
| 2025-05-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 460,938 | -5.23 | 112,971 | 27.28 | ||||
| 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 | 262 | -57.05 | 64 | -42.34 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 70,561 | 2.61 | 17,294 | 37.80 | ||||
| 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 | 155,064 | 4.45 | 33,545 | 19.56 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 695 | -2.25 | 170 | 31.78 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,213 | 542 | ||||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,680 | 412 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 1,214 | 298 | ||||||
| 2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 63,084 | 0.00 | 15 | 36.36 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 8,470 | -3.54 | 2,076 | 29.53 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Klp资本管理公司 | 12,200 | -6.15 | 2,990 | 26.05 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 50 | 0.00 | 12 | 33.33 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 16,459 | 11.73 | 4,034 | 50.04 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 2,543 | -9.08 | 623 | 22.16 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 552 | 0 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 174 | 34.11 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 12,798 | 118.73 | 3,137 | 193.91 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 12 | 0.00 | 0 | |||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 14 | 3 | ||||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 170 | 8.28 | 32 | 6.90 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 23,793 | -6.70 | 4,463 | -5.55 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 81,064 | 65.31 | 19,868 | 122.00 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 150 | 5.63 | 28 | 7.69 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 39,879 | 2,944.20 | 9,774 | 3,989.12 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 129 | -6.52 | 24 | -4.00 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 76 | -12.64 | 14 | -12.50 | ||||
| 2025-08-12 | 13F | 联合银行 | 61,894 | -0.29 | 15,170 | 33.92 | ||||
| 2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 4,244 | 0.00 | 1,040 | 34.37 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 186 | 0.00 | 45 | 36.36 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 47 | 0.00 | 12 | 37.50 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 4,571 | 1,120 | ||||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 683 | 0.00 | 167 | 34.68 | ||||
| 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 | 4,513 | 4.37 | 976 | 19.46 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 32 | 0.00 | 8 | 40.00 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 555 | 0.00 | 136 | 34.65 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 1,937 | -57.38 | 475 | -42.82 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 2,626 | 1.66 | 644 | 36.52 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 4,569 | -1.21 | 988 | 13.04 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 1,303 | -9.70 | 319 | 32.92 | ||||
| 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 | 11,300 | -25.17 | 2,770 | 0.51 | ||||
| 2025-08-05 | 13F | 加里森·布拉德福德联合公司 | 4,500 | 0.00 | 1,103 | 34.23 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 840 | 206 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 25,304 | 0.00 | 6,202 | 34.31 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 中期成长基金机构类 | 3,763 | -3.34 | 922 | 29.86 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 82,006 | 0.62 | 20,099 | 35.13 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 29,790 | -1.65 | 7,301 | 32.10 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,203 | 114.10 | 785 | 187.55 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 346 | 8,480 | |||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 206,607 | 3.95 | 50,637 | 39.61 | ||||
| 2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BUYO - KraneShares Man Buyout Beta 指数 ETF | 124 | 169.57 | 30 | 275.00 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,007 | -2.50 | 5,253 | -1.28 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 4,842 | 2.63 | 1,187 | 37.91 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 6,693 | -3.74 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | 信任点公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | PAVE - Global X 美国基础设施发展 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 359,754 | -5.11 | 77,826 | 8.61 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,844 | -1.25 | 533 | 0.00 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 9,714 | 0.70 | 2,381 | 35.23 | ||||
| 2025-05-19 | NP | 卡尔弗特管理系列 - 卡尔弗特全球小型股票基金 I 类 | 802 | -26.89 | 146 | -19.78 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 24,697 | 1.38 | 6,053 | 36.15 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 中期增长系列 | 8,737 | 6.35 | 2,141 | 42.83 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 21,812 | 9.11 | 5,346 | 46.52 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 2,821 | 0.00 | 691 | 34.44 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 131,796 | -6.29 | 32,302 | 25.85 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 2,154 | -9.87 | 528 | 20.87 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 22,818 | 0.42 | 5,592 | 34.88 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 37 | 9 | ||||||
| 2025-06-26 | NP | TRDFX - Steward 中小盘增强指数基金 A 类 | 3,198 | 0.00 | 600 | 1.18 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 52,100 | 0.00 | 12,769 | 34.31 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,119 | 30.12 | 242 | 49.38 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 2,460 | 0.00 | 603 | 34.38 | ||||
| 2025-08-25 | NP | SDSCX - 纽约梅隆银行中小型成长基金 I 类 | 87,223 | 4,057.44 | 21,377 | 12,624.40 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 101 | 0.00 | 25 | 33.33 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 2,101 | -9.28 | 515 | 21.80 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 2,846 | 698 | ||||||
| 2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 210 | 45.83 | 39 | 50.00 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,960 | -0.10 | 480 | 34.08 | ||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 阿里斯蒂德斯资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 12,617 | -26.34 | 3,092 | -1.06 | ||||
| 2025-07-17 | 13F | 达美资本管理有限公司 | 1,765 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | 西联银行 | 978 | 240 | ||||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 5 | -72.22 | 1 | -100.00 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 19,109 | -1.39 | 4,822 | 36.34 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 64,004 | -5.79 | 15,687 | 26.53 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,064 | 0.78 | 6,504 | 15.36 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 14,260 | 0.49 | 3,085 | 15.03 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 51,514 | -4.87 | 12,626 | 27.77 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 7,808 | 0.00 | 1,914 | 34.34 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 5,226 | 7.82 | 1,281 | 44.80 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,200 | 0.00 | 294 | 34.86 | ||||
| 2025-08-14 | 13F | 索罗斯基金管理公司 | 82,427 | -2.55 | 20,202 | 30.88 | ||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 9,642 | 5.47 | 2,086 | 20.73 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 2,188 | 39.36 | 536 | 87.41 | ||||
| 2025-08-14 | 13F | 德肖公司 | 249,841 | 6,867.12 | 61,234 | 9,262.84 | ||||
| 2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,840 | 0.87 | 1,696 | 15.53 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 21 | 0.00 | 5 | 66.67 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Select 中盘核心 VIP 基金 | 5,780 | 0.70 | 1,417 | 35.24 | ||||
| 2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 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 | 19,027 | -12.02 | 4,663 | 18.17 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 1,240 | -9.62 | 268 | 3.47 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL 中型股指数基金 2 级 | 9,747 | -0.64 | 2,389 | 33.41 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 58 | 16.00 | 14 | 55.56 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 1,588 | -15.53 | 389 | 13.41 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 330 | -9.09 | 71 | 4.41 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 8,835 | -4.04 | 2,166 | 28.87 | ||||
| 2025-08-25 | NP | QWVOX - Clearwater 小公司基金 | 13,760 | -10.82 | 3,372 | 19.79 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 1,586 | 4.14 | 389 | 40.07 | ||||
| 2025-05-09 | 13F | 地理财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 2,820 | 5.50 | 529 | 6.67 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 11 | 0.00 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 12,538 | -4.53 | 3,073 | 28.21 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 87 | 0.00 | 21 | 40.00 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 1,800 | 0.00 | 442 | 34.76 | |||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 3,438 | 74.78 | 843 | 135.20 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,359 | 0.00 | 333 | 34.27 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 27,856 | -2.75 | 6,827 | 41.67 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 23 | -97.22 | 5 | -97.44 | ||||
| 2025-06-27 | NP | RFG - Invesco S&P MidCap 400 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,554 | -5.58 | 2,167 | -4.37 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 3,336 | -4.22 | 818 | 28.66 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 2,788 | -7.71 | 683 | 23.96 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 219,007 | 279.16 | 53,677 | 409.22 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 2,186,082 | 1.58 | 535,787 | 36.43 | ||||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 62 | 16.98 | 11 | 37.50 | ||||
| 2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 4,002 | 0.00 | 751 | 1.21 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿中盘股指数投资组合 A 类 | 22,938 | -3.78 | 5,622 | 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 | 2,386 | 30.95 | 448 | 32.64 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 11,561 | -46.55 | 2,833 | -28.21 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 3,695 | -87.53 | 906 | -83.26 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 531 | 5.15 | 130 | 41.30 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 2,500 | -56.14 | 613 | -41.15 | ||||
| 2025-07-28 | NP | RWK - Invesco S&P MidCap 400 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,086 | -20.94 | 1,317 | -9.49 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,545 | 0.00 | 624 | 34.27 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 33 | 0.00 | 8 | 33.33 | ||||
| 2025-08-27 | NP | VSTCX - 先锋战略小型股票基金投资者股票 | 15,634 | 0.00 | 3,832 | 34.28 | ||||
| 2025-04-28 | NP | FDLS - Inspire Fidelis 多因子 ETF | 4,754 | -8.44 | 898 | -4.06 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 3,797 | 30.17 | 931 | 74.81 | ||||
| 2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 249,361 | -10.72 | 46,773 | -9.60 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 1,364 | 334 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 645 | 0.00 | 158 | 35.04 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 18,062 | 0.00 | 4 | 33.33 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 5,338 | 0.32 | 1,308 | 31.46 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,236 | 303 | ||||||
| 2025-06-25 | NP | SDVD - FT Vest SMID 股息上涨目标收入 ETF | 20,168 | 3,783 | ||||||
| 2025-08-14 | 13F | 森林大道资本管理有限公司 | 100,400 | 24,607 | ||||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 405 | -49.38 | 88 | -42.38 | ||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 1,456,656 | -1.65 | 357,012 | 32.09 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 1,286 | 10.48 | 315 | 48.58 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,797 | -76.24 | 337 | -75.93 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 6,176 | 0.03 | 1,514 | 34.37 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 41,113 | 0.52 | 7,712 | 1.78 | ||||
| 2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 9,009 | 2,208 | ||||||
| 2025-07-25 | 13F | 钢铁金融有限责任公司 | 1,910 | 0.10 | 468 | 34.48 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 14,310 | 0.70 | 3,507 | 35.25 | ||||
| 2025-08-14 | 13F | 亚壁古道资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | VSEIX - 摩根大通小盘股票基金 I 类 | 180,132 | -16.22 | 44,149 | 12.52 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 43,441 | -14.46 | 10,647 | 14.88 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 47,293 | 1.91 | 11,591 | 36.88 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 4,443 | 24.11 | 1,089 | 66.62 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 66 | -7.04 | 17 | 41.67 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 7,843 | 1.25 | 1,922 | 36.02 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 50,010 | 15.64 | 12,257 | 55.30 | ||||
| 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 | 496 | -47.57 | 122 | -29.65 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 30,330 | -0.10 | 7,434 | 34.17 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 3,536 | 2.73 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 3,897 | -13.67 | 955 | 16.04 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 117,938 | 5.37 | 28,905 | 41.52 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 630 | 286.50 | 154 | 431.03 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultramid-cap | 124 | -15.07 | 30 | 15.38 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 2,130 | -10.16 | 522 | 12.26 | ||||
| 2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 70,137 | -3.58 | 17,190 | 29.49 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 131,812 | -9.34 | 32,306 | 21.76 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 2,664 | -75.59 | 653 | -67.25 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,222 | -58.79 | 300 | -44.73 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 6,772 | -14.84 | 1,660 | 14.33 | ||||
| 2025-08-11 | 13F | 花旗集团 | 41,340 | -20.67 | 10,132 | 6.55 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 29,590 | -3.14 | 7,252 | 30.08 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-28 | NP | ETEGX - 伊顿万斯小型基金 A 类 | 15,210 | -9.60 | 2,776 | -0.89 | ||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 7,388 | -16.75 | 1,811 | 11.80 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 830 | 203 | ||||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 24 | -14.29 | 5 | -20.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 3,727 | 7.97 | 913 | 45.15 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP Eagle 小型股成长投资组合初始类别 | 8,589 | -5.25 | 2,105 | 27.27 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 320 | 0.00 | 78 | 34.48 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 230 | -31.55 | 56 | -8.20 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 8,287 | 220.21 | 2,031 | 330.30 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,688 | -46.78 | 414 | -28.55 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 88,287 | 5.38 | 19,099 | 20.62 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 4,772 | -0.04 | 1,170 | 34.21 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 3 | 1 | ||||||
| 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 | Short | -24,434 | -4,583 | |||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 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 | 9,787 | 16.62 | 1,836 | 18.08 | ||||
| 2025-08-14 | 13F | 华福管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 2,719 | 3.38 | 666 | 39.04 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 26,900 | 21.17 | 6,593 | 62.73 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 13,116 | 7.92 | 3,215 | 44.97 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 1,022 | 250 | ||||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 地区金融公司 | 18,786 | 31.02 | 4,604 | 75.99 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 49,601 | -47.61 | 12,157 | -29.64 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 1,511 | 17.77 | 370 | 58.12 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 1,000 | 245 | ||||||
| 2025-07-07 | 13F | 太平洋资本合伙有限公司 | 7,500 | -76.92 | 1,838 | -69.01 | ||||
| 2025-08-12 | 13F | EULAV资产管理 | 113,602 | 5.58 | 27,843 | 41.80 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 75 | 0.00 | 18 | 38.46 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 2,476 | 1.98 | 464 | 3.34 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 13,149 | 324.02 | 3,223 | 470.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 4,870 | -8.18 | 1,194 | 23.37 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人小盘价值基金 (a) | 54,809 | -11.67 | 13,433 | 18.63 | ||||
| 2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 255 | 2,218.18 | 0 | |||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 27,688 | 2.78 | 7 | 50.00 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 1,651 | 405 | ||||||
| 2025-05-22 | NP | FSCS - 中型股美国股票精选 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 | 1,437 | 27.39 | 262 | 35.75 | ||||
| 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 | 3,835 | 781.61 | 940 | 1,088.61 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 9,100 | -8.08 | 2 | 100.00 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 8,990 | 5.59 | 1,945 | 20.82 | ||||
| 2025-08-22 | NP | FHUMX - 联合爱马仕美国 SMID 基金机构股票 | 519 | 0.00 | 127 | 35.11 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 27 | 7 | ||||||
| 2025-08-12 | 13F | 熵技术有限公司 | 5,420 | 1,328 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,064 | -3.87 | 506 | 29.16 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 24 | -22.58 | 5 | -20.00 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 207 | 0.00 | 51 | 35.14 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,598 | 27.74 | 411 | 69.83 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 12 | -14.29 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 1,322 | 324 | ||||||
| 2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 364 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 200 | 0.00 | 49 | 36.11 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 5,433 | 15.60 | 1,332 | 55.31 | ||||
| 2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 900 | 0.00 | 169 | 1.20 | ||||
| 2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,690 | 1.47 | 3,318 | 2.76 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 12 | -79.31 | 3 | -77.78 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 1,909 | 3.13 | 468 | 38.58 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 4,836 | 0.00 | 1,185 | 34.35 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 5,626,197 | 0.13 | 1,378,925 | 34.47 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 6,830 | 427.01 | 1,671 | 607.63 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 1,416 | 0.00 | 347 | 34.50 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 6,405 | -83.72 | 1,570 | -78.14 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 407 | 0.00 | 76 | 1.33 | ||||
| 2025-08-14 | 13F | 特里布恩投资集团 | 48,000 | 2.13 | 11,764 | 37.16 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,549 | 10.64 | 380 | 48.63 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 5,706 | 29.24 | 1,398 | 73.66 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构中盘价值基金 | 13,378 | 2.74 | 3,279 | 37.96 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,466 | 0.55 | 359 | 34.96 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 3 | 1 | ||||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 1,240 | 304 | ||||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 1,492 | 4.12 | 366 | 39.85 | ||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 119,092 | 8.00 | 29,188 | 45.05 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 900 | 221 | |||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 919,023 | 0.55 | 225,243 | 35.04 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 113 | -71.82 | 21 | -71.62 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 1,005 | 246 | ||||||
| 2025-08-13 | 13F | 财富探索公司 | 853 | 209 | ||||||
| 2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 1,938,214 | 0.14 | 475,037 | 34.49 | ||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 48,494 | 0.00 | 11,885 | 34.31 | ||||
| 2025-06-26 | NP | FOCSX - 富达小盘成长 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 | 55,490 | -16.83 | 10,408 | 34.12 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 42 | 0.00 | 10 | 42.86 | ||||
| 2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 7,734 | 3.07 | 1,896 | 38.42 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 3,170 | 29.76 | 595 | 31.42 | ||||
| 2025-04-17 | 13F | 交易所交易概念有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 4,550 | -95.01 | 1,115 | -90.04 | ||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 鹰岭资本管理有限公司 | 501,848 | -15.39 | 122,998 | 13.63 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 328,395 | -3.39 | 80,486 | 31.81 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 约克镇管理与研究有限公司 | 2,750 | 0.00 | 674 | 34.33 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 868 | 213 | ||||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 9,515 | 6.00 | 2,332 | 42.37 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 132 | 0.00 | 32 | 33.33 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 112,681 | 27,617 | ||||||
| 2025-06-26 | NP | FNKFX - 富达中型股票 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 | 55,439 | 15.89 | 10,399 | 17.33 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 5,470 | 0.00 | 1,341 | 34.27 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 2,018 | 0.20 | 437 | 14.74 | ||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 284,796 | 26.83 | 61,610 | 45.17 | ||||
| 2025-08-14 | 13F | FACT资本有限合伙人 | 57,123 | 8.50 | 14,000 | 45.73 | ||||
| 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 | 15,647 | -9.15 | 3,835 | 22.02 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 7,699 | 0.65 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | KBC 集团 | 1,621 | -40.82 | 0 | |||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 823 | 202 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 22 | -88.89 | 5 | -86.11 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 10,012 | 5.62 | 1,878 | 6.95 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 2,210 | -9.80 | 542 | 21.03 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAEYX - 中型股指数信托资产净值 | 23,272 | -1.99 | 5,704 | 31.62 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JDERX - PGIM JENNISON 中型股成长基金 R 级 | 110,471 | 23,898 | ||||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,202 | 0.00 | 295 | 34.25 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 751 | 0.00 | 0 | |||||
| 2025-08-26 | NP | JMVSX - 摩根大通中型价值基金 I 类 | 421,811 | 5.32 | 103,382 | 41.45 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 1,114 | 281 | ||||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 美国信安金融集团 | 134,904 | -1.22 | 33,064 | 32.66 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 4,510 | 0.00 | 1,105 | 34.26 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类 | 20,745 | -55.38 | 5,084 | -40.08 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 1,371 | -26.65 | 336 | -1.47 | ||||
| 2025-08-14 | 13F | Rivermont资本管理有限责任公司 | 67,935 | 16,650 | ||||||
| 2025-06-26 | NP | FMCSX - 富达中盘股票基金 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 | 366,330 | 18.89 | 68,713 | 20.38 | ||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 61,863 | -5.28 | 13,383 | 8.42 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 869,117 | 1.82 | 213,012 | 36.75 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 2,751 | 0.00 | 674 | 34.26 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,986 | 0.31 | 3,749 | 1.57 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 34,600 | 8,480 | ||||||
| 2025-08-13 | 13F | 猎鹰边缘资本有限合伙人 | 108,613 | 55.47 | 26,620 | 108.81 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 3,148 | -1.62 | 772 | 32.25 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 3,341 | -0.06 | 819 | 34.10 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 37 | 0.00 | 9 | 50.00 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 17,312 | 1.79 | 4,243 | 36.71 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 41 | 0.00 | 10 | 42.86 | ||||
| 2025-08-12 | 13F | 斯奈德资本管理公司 | 514,944 | -8.79 | 126,208 | 22.50 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 3,692 | 0.00 | 1 | |||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,613 | 9.84 | 490 | 11.36 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,366 | 49.27 | 631 | 51.32 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 50.00 | 1 | |||||
| 2025-08-12 | 13F | 恒线顾问公司 | 167,566 | -1.68 | 41,069 | 32.05 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 276 | -33.65 | 68 | -10.67 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 943 | 231 | ||||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 178 | 0.00 | 44 | 34.38 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 5,260 | 1,289 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 1,585 | 388 | ||||||
| 2025-05-28 | NP | Calvert管理系列-Calvert中小盘基金I类 | 1,977 | -19.83 | 361 | -12.20 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 129,739 | 13.13 | 32 | 55.00 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 27,848 | 46.03 | 6,825 | 96.12 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,091,690 | -0.05 | 267,562 | 34.23 | ||||
| 2025-08-14 | 13F | 联信银行 | 18,732 | -1.13 | 4,591 | 32.80 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 1,018 | -7.71 | 250 | 23.88 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 28,397 | 0.85 | 6,960 | 35.44 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F | CWM 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 13,395 | -4.01 | 2,512 | -2.82 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 983 | 2.61 | 241 | 37.93 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 18,053 | -0.69 | 4,423 | 33.31 | ||||
| 2025-04-24 | 13F | 奥泉环球投资控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 石润资本有限公司 | 1,500 | 0.00 | 368 | 34.43 | ||||
| 2025-05-29 | NP | CDOFX - Crawford 小盘股股息基金 - I 类 | 24,690 | 13.83 | 4,506 | 24.83 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 1,050 | 257 | ||||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 966 | 237 | ||||||
| 2025-05-30 | NP | LBNDX - 雅培勋爵债券债券基金公司 A 类 | 124,176 | 0.00 | 22,661 | 9.65 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 39,358 | 45.74 | 9,646 | 95.74 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 10,013 | 13.51 | 1,878 | 14.93 | ||||
| 2025-07-07 | 13F | 信托公司 | 75 | 0.00 | 18 | 38.46 | ||||
| 2025-08-06 | 13F | 南州公司 | 3 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 18,564 | 9.77 | 4,550 | 47.41 | ||||
| 2025-03-26 | NP | FRSLX - Nuveen 中型成长机会基金 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 | 10,001 | 0.00 | 1,853 | 12.86 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 2,582 | 11.34 | 559 | 27.40 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 4,908 | -75.87 | 1,062 | -72.02 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 22,847 | 24.92 | 5,600 | 67.79 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 459 | -2.34 | 113 | 51.35 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 1,307 | 0.08 | 320 | 34.45 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 16,907 | -39.88 | 4,144 | -19.27 | ||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 78,871 | 19,330 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 82,300 | 0.37 | 20,171 | 34.79 | |||
| 2025-05-15 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 840 | -24.87 | 206 | 0.49 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 29,600 | 150.85 | 7,255 | 236.93 | |||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 40,256 | 4.89 | 7,551 | 6.19 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 8,832 | 34.45 | 2,165 | 80.63 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 18,433 | -51.58 | 4,518 | -34.98 | ||||
| 2025-07-18 | 13F | 全景资本合伙有限公司 | 2,052 | 0.00 | 518 | 60.06 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST 摩根大通全球主题投资组合 | 4,375 | -14.87 | 1,072 | 14.41 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 1,652 | -2.19 | 405 | 31.17 | ||||
| 2025-05-15 | 13F | 悖论资本管理有限公司 | 48,866 | 8,918 | ||||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 10,142 | 15.71 | 2,486 | 55.41 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 3,499 | -11.84 | 858 | 18.37 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 119 | 0.00 | 0 | |||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 31,676 | 9.05 | 6,852 | 24.83 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 897 | -98.31 | 0 | -100.00 | ||||
| 2025-08-26 | NP | AZBAX - AllianzGI 小盘基金 A 类 | 3,778 | 0.00 | 926 | 34.25 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 169 | 0.00 | 41 | 36.67 | ||||
| 2025-08-14 | 13F | 阿瓦拉全球有限合伙人 | 260,934 | -0.52 | 63,952 | 33.61 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 1,719 | 48.06 | 421 | 99.53 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | QMID - WisdomTree 美国中型优质增长基金 | 69 | 17 | ||||||
| 2025-08-11 | 13F | 克莱默·罗森塔尔·麦克格林有限公司 | 52,679 | -25.55 | 12,911 | 0.00 | ||||
| 2025-07-02 | 13F/A | 新斯科舍银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 607,710 | -4.73 | 148,944 | 27.95 | ||||
| 2025-07-08 | 13F | 红云杉资本有限责任公司 | 14,444 | -15.92 | 3,540 | 12.95 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 3,214 | 695 | ||||||
| 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 | 299 | -19.41 | 73 | 8.96 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 27,120 | 0.87 | 7 | 50.00 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 44,751 | 2.18 | 10,968 | 37.22 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 35,886 | -1.00 | 8,795 | 32.98 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 116 | 0.00 | 28 | 33.33 | ||||
| 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 | 1,642,573 | -14.39 | 402,578 | 14.98 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 11,491 | 0.00 | 2,816 | 34.35 | ||||
| 2025-04-14 | 13F | 城市中心顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 1,075 | 263 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 73,545 | -3.29 | 18,025 | 29.89 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 362 | 2.26 | 89 | 37.50 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 60,539 | 1.24 | 14,838 | 35.97 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 356 | 401.41 | 87 | 625.00 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 5,043 | 213.42 | 1,236 | 321.50 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 711,804 | 6.99 | 174,458 | 43.69 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 8,203 | -0.11 | 2,010 | 24.92 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 1,229 | -4.43 | 301 | 28.63 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 1,324 | -13.80 | 324 | 15.71 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 830 | 0.00 | 180 | 14.74 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 84 | 0.00 | 21 | 33.33 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 4,757 | 123.65 | 1,166 | 200.26 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 258 | 5.31 | 48 | 6.67 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 2,000 | 490 | ||||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 103,477 | 25,361 | ||||||
| 2025-07-28 | NP | QQQJ - 景顺纳斯达克下一代 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,489 | -3.18 | 4,865 | 10.85 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 800 | 0.00 | 196 | 35.17 | ||||
| 2025-06-23 | NP | MPSIX - 中型股标准普尔 400 指数基金机构类 | 24,710 | -1.96 | 4,635 | -0.73 | ||||
| 2025-03-27 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 8,358 | -8.99 | 1,548 | 2.72 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 3,127 | 6.58 | 766 | 43.18 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 212,669 | -13.02 | 52,123 | 16.82 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1 | 0 | ||||||
| 2025-08-28 | NP | RSDGX - Victory RS精选成长基金A类 | 3,380 | 828 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 10,300 | -54.34 | 2,563 | -35.06 |
