机构投资人持股和股东
Advanced Micro Devices, Inc. (MX:AMD) 有 3597 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 1,182,310,338 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Invesco Qqq Trust, Series 1, Morgan Stanley, Susquehanna International Group, Llp, and Price T Rowe Associates Inc /md/ .
Advanced Micro Devices, Inc. (BMV:AMD)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%。
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
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解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | 肯塔基独立银行 | 22,834 | -21.44 | 3,240 | 8.51 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 96,623 | 205,480.85 | 13,711 | 342,650.00 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 2,405 | 341 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 155,847 | -1.37 | 15,172 | -17.20 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 128,000 | 18,163 | ||||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 2,414 | 0.17 | 343 | 38.46 | ||||
| 2025-05-14 | 13F | 阿瓦隆全球资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,382 | -14.10 | 338 | 19.01 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 55,982 | 8.98 | 7,944 | 50.52 | ||||
| 2025-05-28 | 13F | 财富管理协会有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 5,397 | 766 | ||||||
| 2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 1,500 | 0.00 | 213 | 37.66 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,625 | 42.54 | 231 | 96.58 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 470 | 0 | ||||||
| 2025-08-14 | 13F | 光街资本管理有限公司 | 292,788 | 14.52 | 41,547 | 58.17 | ||||
| 2025-08-14 | 13F | 采石场LP | 2,826 | 348.57 | 401 | 526.56 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 511,057 | 0.43 | 72,519 | 38.71 | ||||
| 2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 5,821 | -7.57 | 826 | 27.51 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 550 | -1.26 | 78 | 36.84 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 3,485 | -0.85 | 1 | |||||
| 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 | 3,590,331 | 0.55 | 349,519 | -15.58 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 10,138 | -0.54 | 1,439 | 37.34 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 16,247 | 73.25 | 2,305 | 139.36 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 262,700 | 0.14 | 37,277 | 38.30 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 29,562 | -25.54 | 4,195 | 2.82 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 599 | 85 | ||||||
| 2025-05-27 | 13F/A | 阿穆森亨萨克联合有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 354,168 | 1.13 | 34,478 | -15.10 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 9,791 | -95.79 | 1,389 | -94.19 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 23 | 0.00 | 3 | 50.00 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 54,538 | -71.60 | 5,309 | -76.16 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 17,589 | 28.02 | 2,496 | 76.82 | ||||
| 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 | 647,100 | 1,093.91 | 91,823 | 1,549.12 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 6,808 | 0.00 | 1 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 38,692 | 4.55 | 5,490 | 44.40 | ||||
| 2025-06-17 | NP | MENAX - 麦迪逊备兑看涨期权和股票收益基金 备兑看涨期权和股票收益基金 A 类 | 28,000 | 0.00 | 2,726 | -16.05 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 4,732 | -0.69 | 638 | 38.18 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 370,529 | -0.33 | 52,578 | 37.66 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 3,286,275 | -1.08 | 466,322 | 36.62 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 410 | -6.18 | 58 | |||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 3,315 | 477 | ||||||
| 2025-08-06 | 13F | Axim 规划与财富 | 3,161 | 9.91 | 449 | 51.86 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 329 | 29.02 | 47 | 76.92 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 25,000 | 3,548 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 920 | 0.00 | 131 | 38.30 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | Call | 5,000 | 710 | |||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 4,983 | 707 | -69.23 | |||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 8,672 | -18.22 | 1,231 | 12.95 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 1,377 | 788.39 | 195 | 1,200.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 46 | 14 | ||||||
| 2025-07-16 | 13F | 动机财富顾问 | 2,090 | 297 | ||||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 38,645 | -1.47 | 5,484 | 36.09 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,339 | -4.63 | 217 | -14.23 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 1,443 | 205 | ||||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 5,900 | 837 | |||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 2,300 | 326 | ||||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,591 | 4.67 | 651 | 44.67 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 23,733 | 6.39 | 3,368 | 46.97 | ||||
| 2025-05-09 | 13F | PrairieView 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HCR 财富顾问 | 3,299 | -1.49 | 468 | 36.05 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 989 | 5.32 | 140 | 45.83 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 9,311 | 35.08 | 1,321 | 86.58 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 982,344 | -0.56 | 139,395 | 37.34 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 犹他州退休系统 | 265,428 | -0.48 | 37,664 | 37.45 | ||||
| 2025-05-08 | 13F | 格拉迪斯资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | Lm Kohn 公司 | 5,155 | -31.38 | 731 | -5.19 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 284,669 | -8.91 | 40,395 | 25.81 | ||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 25,955 | -32.96 | 2,527 | -43.73 | ||||
| 2025-05-08 | 13F | 格拉迪斯资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Marex 集团 | 79,591 | 11,294 | ||||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 3,316 | 0.15 | 471 | 38.24 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 213,156 | -1.98 | 30 | 36.36 | ||||
| 2025-08-14 | 13F | 安盛公司 | 841,174 | 41.76 | 119,363 | 95.80 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 144 | 0.00 | 14 | -12.50 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 942,886 | 32.77 | 133,796 | 83.37 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,508 | 286.44 | 356 | 437.88 | ||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 10,118 | 50.66 | 985 | 26.48 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 3,254 | 27.56 | 462 | 75.95 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 28,168 | 4.84 | 3,997 | 44.82 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 607 | 59 | ||||||
| 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 | 23 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 4,271 | 1.35 | 606 | 46.02 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 153,939 | 46.97 | 21,844 | 102.98 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 3,623 | -14.05 | 514 | 20.09 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 48,656 | 3.54 | 6,904 | 43.03 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 2,961 | 0.00 | 420 | 38.16 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 300,272 | 42,609 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 119,777 | 25.20 | 16,996 | 72.92 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | DFMAX - 戴维森多股股票基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 3,234 | -5.96 | 459 | 29.75 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 134,263 | 9.39 | 19,052 | 51.09 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 17,449 | 14.35 | 2,476 | 58.01 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 2,877 | -5.73 | 408 | 30.35 | ||||
| 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 | 8,179,638 | 24.26 | 1,160,691 | 71.62 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 35,024 | 0.00 | 4,970 | 38.10 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 37,803 | 5,364 | ||||||
| 2025-08-12 | 13F | 华伯格资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-25 | NP | DRIPX - MP63 基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 99,866 | 0.17 | 14,171 | 38.34 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 8,598 | -27.92 | 1,220 | -0.41 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 4,978 | 35 | ||||||
| 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 | 232,301 | 0.81 | 22,615 | -15.36 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,025 | 0.00 | 145 | 38.10 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,542,275 | 1.96 | 218,849 | 40.83 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 1,950 | 277 | ||||||
| 2025-08-06 | 13F | 汉兰达合伙人有限合伙人 | 36,000 | 0.00 | 5,108 | 38.13 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 1,737 | 246 | ||||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | Call | 1,500 | 213 | |||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 308,700 | 88.81 | 43,805 | 160.78 | |||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 7,200 | -63.59 | 1,022 | -57.24 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 208 | 30 | ||||||
| 2025-07-16 | 13F | 美国国家银行 | 972 | 2.97 | 138 | 42.71 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 7,836 | -8.02 | 1,112 | 26.97 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 9,800 | -13.27 | 1,391 | 19.83 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 526,366 | -62.62 | 74,691 | -48.38 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 344,600 | 59.10 | 48,899 | 119.74 | |||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,556 | 2.84 | 1,709 | -13.64 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 4,796 | -96.21 | 681 | -94.77 | ||||
| 2025-08-25 | NP | ARVR - First Trust Indxx Metaverse ETF | 555 | -42.31 | 79 | -20.41 | ||||
| 2025-04-09 | 13F | 圣骑士财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 3,154 | -31.91 | 448 | -5.89 | ||||
| 2025-07-14 | 13F/A | 寻求第一公司 | 1,763 | 250 | ||||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 32,013 | -7.90 | 4,543 | 27.19 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 9,466 | 7.57 | 1,343 | 48.56 | ||||
| 2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 12,243 | 1,737 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 8,945 | 1,202.04 | 871 | 1,001.27 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,030 | -73.49 | 148 | -63.16 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 109,190 | -0.45 | 15,494 | 37.50 | ||||
| 2025-08-05 | 13F | 一旦资本管理有限责任公司 | 125,300 | 3.30 | 17,780 | 42.67 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 58,633 | -1.04 | 8,320 | 36.68 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 115,282 | -0.84 | 16,358 | 36.96 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 565 | -13.08 | 80 | 21.21 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,019,578 | -15.54 | 144,678 | 16.66 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 1,841 | 142.56 | 261 | |||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 3,476 | 493 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 50,198 | -0.49 | 7,123 | 37.46 | ||||
| 2025-07-14 | 13F | 恩子财富 | 4,498 | -0.35 | 659 | 54.46 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 362 | 51 | ||||||
| 2025-07-07 | 13F | 企业银行信托公司 | 4,028 | -6.28 | 572 | 29.48 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 1,259 | -6.04 | 123 | -21.29 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 700 | -0.28 | 0 | |||||
| 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 | 15,317 | 20.84 | 2,173 | 66.90 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 11,288 | 3.39 | 1,602 | 42.82 | ||||
| 2025-08-14 | 13F | 财富高治理资本有限公司 | 55,800 | 7,918 | ||||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 6,198 | -2.46 | 879 | 34.82 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 2,028 | -2.36 | 288 | 34.74 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | Call | 400 | 57 | |||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 123,700 | -39.12 | 17,553 | -15.92 | |||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 10,078 | -7.00 | 1,430 | 28.48 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 7,203 | 23.95 | 1,022 | 71.19 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 3,228 | -9.73 | 314 | -24.15 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 3,579,700 | 85.07 | 507,959 | 155.62 | |||
| 2025-08-15 | 13F | 财富合作有限责任公司 | Call | 823 | 38.32 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 495,547 | 108.82 | 70,318 | 188.41 | ||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 1,964 | 0.00 | 279 | 38.31 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 4 | -100.00 | 1 | -100.00 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 372 | 2.20 | 53 | 40.54 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 192,200 | -5.41 | 27,273 | 30.64 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 2,511,900 | -3.08 | 356,439 | 33.87 | |||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 5 | 1 | ||||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 24 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 36,888 | 15.15 | 5,234 | 59.04 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 3,820 | 11.11 | 372 | -6.78 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 6,874 | 72.15 | 975 | 137.80 | ||||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 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 | 267,600 | -10.90 | 26,051 | -25.19 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 2,284 | 0.88 | 324 | 39.66 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 200 | 28 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 24,885 | 13.44 | 3,531 | 56.72 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 37,959 | 10.54 | 5,386 | 52.66 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,601 | 282 | ||||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 999 | 2.36 | 142 | 41.00 | ||||
| 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 | 3,853 | -53.96 | 547 | -45.94 | ||||
| 2025-07-24 | 13F | Shikiar资产管理公司 | 11,756 | -22.28 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 319,653 | 63.45 | 45,359 | 125.75 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 4,666 | -3.01 | 662 | 34.01 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 249,006 | 7.65 | 24,241 | -9.62 | ||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 88,746 | -6.88 | 9 | -18.18 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 1,528 | -40.10 | 217 | -17.56 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | Call | 1,800 | 0 | |||||
| 2025-08-12 | 13F | 国家信托银行 | 100 | -74.81 | 14 | -70.21 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 5,479 | 11.09 | 777 | 53.56 | ||||
| 2025-07-29 | 13F | RWQ 财务管理服务公司 | 35,425 | 5,027 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 1,215,506 | -53.28 | 172,481 | -35.47 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 7,967 | -8.37 | 882 | 1.61 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 8,774 | -4.03 | 1,245 | 32.59 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 36,943 | 128.17 | 5,242 | 215.21 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 1,985 | -1.24 | 282 | 36.41 | ||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 11,167 | -0.04 | 1,585 | 38.10 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 825 | -94.48 | 117 | -92.37 | |||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,556 | 15.52 | 221 | 59.42 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 3,664 | 0.38 | 520 | 38.40 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 3,309 | 1.97 | 470 | 40.84 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 342,937 | 0.00 | 48,663 | 38.11 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 89,137 | -2.51 | 15,716 | 67.31 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 43,398 | 7.49 | 4,805 | 19.20 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 1,668 | 237 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 243 | 34 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 29,616,717 | -0.06 | 4,202,612 | 38.03 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 852 | 0.00 | 0 | |||||
| 2025-04-09 | 13F | 罗克斯伯里金融有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 104 | 0.00 | 15 | 40.00 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 19,193,853 | -2.63 | 2,723,608 | 34.48 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 13,778 | 18.04 | 1,526 | 30.90 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 583 | 24.31 | 83 | 70.83 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 111,119 | -1.29 | 15,768 | 36.33 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 10 | 0.00 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 198 | -88.21 | 28 | -83.72 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,616 | 12.91 | 1,081 | 56.07 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 8,603 | -14.86 | 1,220 | 17.55 | ||||
| 2025-07-28 | NP | NBDS - Neuberger Berman Disrupters ETF | 4,997 | -9.61 | 553 | 0.18 | ||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -3,900 | -0.00 | -432 | 10.80 | |||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 13,752 | 70.35 | 1,951 | 135.34 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 1,361 | 218 | ||||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 130 | -23.53 | 18 | 5.88 | ||||
| 2025-04-22 | 13F | GAM控股公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 2,638 | 374 | ||||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 2,476 | -43.32 | 351 | -21.65 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 43,600 | -94.38 | 6,230 | -92.07 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 135,500 | -78.68 | 19,360 | -69.91 | |||
| 2025-08-14 | 13F | EDENTREE资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 3,045 | 1.77 | 432 | 40.72 | ||||
| 2025-08-14 | 13F | Nwi 管理有限公司 | 90,000 | 0.00 | 13 | 33.33 | ||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 贝尔银行 | 9,616 | 0.46 | 1,365 | 38.76 | ||||
| 2025-04-23 | 13F | 港湾资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 823,805 | 1.03 | 116,898 | 39.53 | ||||
| 2025-04-10 | 13F | 接合财富策略有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 24,761 | 8.08 | 2,742 | 19.85 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | Short | -9,500 | -205.56 | -1,052 | -217.04 | |||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 56,763 | 11.93 | 6,285 | 24.11 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 3,190 | -0.87 | 453 | 36.97 | ||||
| 2025-05-06 | 13F | 热那亚资本资产管理有限公司 | 197,387 | 20,295 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 10,751 | -1.09 | 1,526 | 36.65 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 16,672 | 5.53 | 2,366 | 45.72 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 132,493 | -9.24 | 19 | 28.57 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-25 | NP | BLACKROCK FUNDS VII, INC. - 贝莱德可持续美国价值股票基金 - K 类股票 | 384 | 45 | ||||||
| 2025-07-29 | NP | NIAGX - Nia 影响解决方案基金 | 7,791 | -6.64 | 863 | 3.48 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 20,639 | 0.49 | 2,929 | 48.48 | ||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 23,735 | -18.92 | 3,231 | 13.97 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 461,429 | -25.67 | 65,477 | 2.66 | ||||
| 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 | 5,226 | -15.26 | 742 | 33.03 | ||||
| 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 | 70,756 | 24.72 | 6,888 | 4.71 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 5,084 | 51.26 | 589 | 21.69 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 566 | 80 | ||||||
| 2025-08-14 | 13F | 夏威夷银行 | 17,391 | 2,468 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 12,299 | 11.45 | 1,745 | 54.02 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 15,820 | -68.18 | 2,245 | -56.07 | ||||
| 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 | 24,700 | -96.99 | 3,505 | -96.46 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | Call | 10,000 | 1,419 | |||||
| 2025-08-26 | NP | EKBAX - 富国银行多元化资本建设者基金 A 类 | 410,000 | 0.00 | 58,179 | 38.12 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 111,702 | 10.67 | 12,369 | 22.71 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 7,435 | 7.38 | 1,055 | 48.24 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 5,499,149 | -3.27 | 780,441 | 33.63 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 4,060 | 137.43 | 576 | 229.14 | ||||
| 2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 10,207,956 | 14.75 | 1,448,509 | 58.49 | ||||
| 2025-08-28 | NP | TFAFX - 战术增长配置基金 I 类 | 320 | -88.48 | 45 | -84.21 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 4,297 | 32.54 | 610 | 82.88 | ||||
| 2025-07-24 | 13F | 康宁公司 | 9,854 | -3.15 | 1,398 | 33.78 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,925 | 273 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 652 | 2.19 | 93 | 41.54 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 55,608 | 7,891 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 32,173 | 12.80 | 4,565 | 55.80 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 17,555 | 22.24 | 2,491 | 68.88 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 52,130 | 0.97 | 7,397 | 39.46 | ||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 人民银行 | 7,165 | 2.02 | 1 | |||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 3,472 | -27.10 | 493 | 0.61 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 2,351 | 0.04 | 334 | 38.17 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 1,314 | 8.42 | 186 | 50.00 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 6,700 | -74.52 | 951 | -64.84 | |||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 11,193 | 787.63 | 1,588 | 987.67 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 4,004 | 42.49 | 568 | 97.22 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 88,663 | 109.51 | 12,581 | 189.42 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 12,609 | 2.73 | 1,789 | 41.87 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 6,500 | 51.16 | 922 | 109.07 | |||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 2,804 | 0.61 | 398 | 38.81 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 13,383 | -24.49 | 1,899 | 4.34 | ||||
| 2025-04-22 | 13F | 韦弗资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 6,199 | 0.00 | 880 | 38.21 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 44,966 | -0.15 | 6,381 | 37.92 | ||||
| 2025-08-11 | 13F | 信托银行 | 8,160 | 13.36 | 1,158 | 56.56 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 1,700 | -75.36 | 241 | -65.96 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 105,400 | 40.72 | 14,956 | 94.36 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 28,831 | -1.47 | 4,091 | 36.09 | ||||
| 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 | 1,122 | 17.00 | 109 | -1.80 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 72,820 | 203.53 | 10,333 | 319.36 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 42,673 | -2.34 | 4,154 | -18.00 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 4,675,634 | -25.96 | 664,981 | 3.20 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 10,900 | 13.23 | 2 | |||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 3,000 | 426 | ||||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 2,055 | 0.00 | 292 | 37.91 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 5 | 0.00 | 1 | |||||
| 2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 168,923 | 18,705 | ||||||
| 2025-08-11 | 13F | Birchbrook公司 | 8 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 3,313 | 0.00 | 470 | 38.24 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 9,535 | -5.32 | 1,644 | 58.90 | ||||
| 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 | 799,700 | 366.03 | 113,477 | 303.03 | ||||
| 2025-05-12 | 13F | 布朗财务顾问 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 171,668 | -9.98 | 24,360 | 24.34 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 103 | 0.00 | 14 | 40.00 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 6,419 | 0.02 | 911 | 38.09 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 72 | -40.98 | 10 | -16.67 | ||||
| 2025-04-17 | 13F | 大卫·J·伊瓦尔斯集团 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 405 | -11.57 | 57 | 16.33 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,947 | 276 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 433,004 | 52.00 | 61,880 | 245.54 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 12,245 | 43.33 | 1,738 | 98.06 | ||||
| 2025-05-02 | 13F | 马萨诸塞州金融服务公司 /ma/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 31,802 | -0.52 | 4,513 | 37.39 | ||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 29,752 | 26.49 | 3,056 | 7.61 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 2,000 | 0.00 | 284 | 38.05 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 14,665 | -26.95 | 2,081 | 0.87 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 9,784 | 2.72 | 1,388 | 41.92 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 70,087 | 11.93 | 9,945 | 53.88 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 606,904 | 986.03 | 86,120 | 1,400.07 | ||||
| 2025-08-13 | 13F | 第1832章 | 9,139 | -38.62 | 1,297 | -15.24 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 3,917 | 75.02 | 556 | 142.36 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 581,847 | 2.97 | 82,564 | 42.22 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 159,963 | 16.03 | 22,699 | 60.25 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 韦斯特伍德财富管理 | 4,053 | -17.49 | 575 | 14.09 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | 港湾集团有限公司 | 2,869 | 0.00 | 407 | 38.44 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 75,588 | 1.25 | 10,726 | 39.83 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 7,519,632 | -17.07 | 1,067,036 | 14.54 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 125,800 | -79.08 | 17,851 | -71.10 | |||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 10,000 | -71.67 | 1,419 | -60.87 | |||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 43,328 | 199.58 | 6,148 | 314.01 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 61,984 | 9.75 | 9 | 60.00 | ||||
| 2025-03-25 | NP | PMAIX - 先锋多元资产收益基金：A 类 | 178,777 | 20,729 | ||||||
| 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 | 62 | 16.98 | 6 | 0.00 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,588 | 17.54 | 1,283 | 30.39 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 18,849 | 20.41 | 2,675 | 66.29 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 4,217 | 0.00 | 411 | 0.00 | ||||
| 2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 83,724 | 11,880 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 44,535 | 18.34 | 6,320 | 63.45 | ||||
| 2025-04-10 | 13F | 吉尔曼希尔资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 先驱投资管理有限公司 | 30,920 | 0.00 | 4,387 | 38.13 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 15,888 | -1.84 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 22,010 | -18.51 | 3,123 | 12.54 | ||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 25,043 | 1.62 | 3,554 | 40.38 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 129,246 | -3.00 | 18,340 | 33.97 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | Call | 400 | 100.00 | 57 | 180.00 | |||
| 2025-08-28 | NP | Acap战略基金 | Short | -198,496 | -68.59 | -28,167 | -56.61 | |||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 154,844 | 103.40 | 21,972 | 180.94 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 36,272 | 16.95 | 5,147 | 61.52 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 200 | 0.00 | 28 | 40.00 | |||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 6,080,151 | -29.42 | 862,773 | -2.52 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 150 | 21 | ||||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 2,284 | 0.00 | 324 | 38.46 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 116,808 | -23.40 | 16,575 | -89.42 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 32,970 | -0.65 | 4,678 | 37.22 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 2,607 | 0.00 | 370 | 38.20 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 3,093 | 23.52 | 439 | 70.43 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 669 | 0.00 | 95 | 38.24 | ||||
| 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 | 20,796 | 2,303 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 11,700 | 24.77 | 1,660 | 72.38 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 25,242 | -1.25 | 3,582 | 36.37 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | 财富联盟咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | SMPIX - 半导体超行业深度投资者类别 | 36,650 | -23.62 | 3,568 | -35.88 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 27,561 | 2.11 | 3,911 | 41.00 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 6,157 | 68.59 | 874 | 132.80 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 14,554,097 | 57.48 | 2,065,226 | 117.50 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 2,335 | 259 | ||||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 3,882 | 6.82 | 551 | 47.45 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 4,362 | -39.34 | 619 | -16.26 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 10,023 | -2.58 | 1,422 | 34.66 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 700 | 75.00 | 99 | 141.46 | |||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -42 | -6 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 13,088 | 0.00 | 1,857 | 38.17 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 60,562 | 0.89 | 8,594 | 29.30 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 5,021 | 1.52 | 489 | -14.83 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 71,811 | 16.81 | 10,190 | 61.35 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 9,271,682 | -23.69 | 1,315,652 | 5.39 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 2,778,221 | 16.02 | 394,230 | 60.24 | |||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 5,249 | 1.51 | 745 | 40.11 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 253,175 | -70.70 | 35,926 | -59.54 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 顾问集团控股公司 | Call | 48 | 1,100.00 | 4 | 300.00 | |||
| 2025-08-14 | 13F | 瑞银集团 | Put | 4,424,100 | 37.13 | 627,780 | 89.39 | |||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 5,214 | 2.06 | 740 | 41.03 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 202,553 | -1.09 | 28,742 | 36.61 | ||||
| 2025-06-27 | NP | LMBO - Direxion 每日加密货币行业牛市 2X 股 | 2,139 | 41.37 | 208 | 18.86 | ||||
| 2025-04-21 | 13F | 做得好，有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 4,045 | -20.03 | 574 | 10.40 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 207,258 | -2.60 | 22,950 | 8.00 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 4,087 | -9.48 | 580 | 25.05 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 7,098 | -2.82 | 1,007 | 34.27 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 61,294 | -2.17 | 8,698 | 35.11 | ||||
| 2025-08-11 | 13F | EMC资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 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 | 39,275 | -53.74 | 4,349 | -48.71 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 15,855 | 310.22 | 2,250 | 466.50 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 5,010 | 0.00 | 711 | 38.13 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 3,093 | -49.84 | 439 | -30.81 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 3,999 | 0.00 | 567 | 38.29 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 86,055 | -85.38 | 12,211 | -79.81 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 467 | 144 | ||||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 4,100 | 0.00 | 582 | 38.00 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 78,161 | -9.11 | 11 | 37.50 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 18,747 | -7.22 | 2,660 | 28.19 | ||||
| 2025-08-21 | NP | SMHX-VanEck 无晶圆厂半导体 ETF | 20,260 | 12.31 | 2,875 | 55.10 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 5 | 0.00 | 1 | |||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 7,541 | -7.05 | 1,070 | 28.45 | ||||
| 2025-04-22 | 13F | 阿普尔顿合作伙伴公司/马 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 86,746 | -4.40 | 12,309 | 32.04 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 24,538 | 42.31 | 3,482 | 96.56 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 7,896 | 1.33 | 1,120 | 40.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 9,352 | 12.51 | 1,327 | 55.57 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 4,066 | -21.28 | 396 | -33.95 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 171,312 | 81.69 | 24,309 | 150.94 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 900 | 0.00 | 128 | 38.04 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 15,057 | -2.51 | 2,137 | 34.68 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 15,518 | 1,718 | ||||||
| 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 | 291,600 | -15.33 | 41,378 | 16.94 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 595,989 | -32.41 | 84,571 | -6.65 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 262,827 | 4.34 | 37,295 | 44.11 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 1,886 | -1.31 | 268 | 36.22 | ||||
| 2025-06-27 | NP | AIBU - Direxion 每日人工智能和大数据牛市 2X 分享 | 3,132 | 1.20 | 305 | -15.08 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 4,205 | 597 | ||||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 172 | 3.61 | 0 | |||||
| 2025-06-30 | NP | GGME - 景顺动态媒体 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 | 55,337 | 309.66 | 5,387 | 244.00 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 11,870 | -21.59 | 1,684 | 8.30 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 1,461,250 | 73.57 | 207 | 140.70 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 32,247 | 9.48 | 4,576 | 51.19 | ||||
| 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 | 130 | 18 | ||||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 8,178 | -2.12 | 1,160 | 35.20 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 205,600 | -30.33 | 29,175 | -3.77 | ||||
| 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 | 136,943 | -10.48 | 13,331 | -24.84 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 4,179 | -6.01 | 593 | 30.04 | ||||
| 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 | 35,376 | 0.00 | 3,444 | -16.04 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 5,406 | 736 | ||||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 4,628 | -8.21 | 512 | 1.79 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 28,342 | 3.82 | 4,022 | 43.40 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 71,109 | 43.46 | 10 | 100.00 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 2,500 | 355 | |||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | Call | 10,000 | 324 | |||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | Put | 10,000 | 11 | |||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 5,054 | 2.08 | 717 | 41.14 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 227,300 | 40.31 | 32,254 | 93.79 | |||
| 2025-08-12 | 13F | Qvr有限公司 | 625 | 89 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 9,918,990 | -2.52 | 1,407,505 | 34.63 | ||||
| 2025-05-29 | NP | QGRPX - 瑞银美国优质增长合理价格基金 P 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | Put | 189,600 | 26,904 | |||||
| 2025-05-13 | 13F | 高瀑布顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 好事达公司 | 2,695 | -93.45 | 382 | -90.96 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 2,142 | -9.35 | 304 | 25.21 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 1,443 | 205 | ||||||
| 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 | 767 | 15.86 | 75 | -2.63 | ||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Call | 442,300 | 14,167.74 | 62,762 | 19,636.48 | |||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 23 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | 623 | 88 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 128 | 108.20 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 88,227 | -1.58 | 12,519 | 35.94 | ||||
| 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 | 124,615 | 3.70 | 13,799 | 14.99 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 9,530 | 12.46 | 1,352 | 55.40 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 168 | -22.94 | 24 | 4.55 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 497,181 | 8.95 | 70,550 | 50.47 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 6,087 | 11.08 | 864 | 53.29 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 46,297 | 6,570 | ||||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 7,550 | 0.00 | 1,071 | 38.19 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 1,125 | -67.52 | 160 | -55.21 | ||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 43,576 | -0.88 | 6,183 | 36.91 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 7,480 | 377.35 | 1,061 | 563.13 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 1,461 | -93.68 | 210 | -92.25 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 197,054 | 27,962 | ||||||
| 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 | 124,958 | 1.42 | 12,165 | -14.85 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 32,806 | -20.15 | 4,655 | 10.28 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 1,761 | 250 | ||||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 12,315 | 30.73 | 1,747 | 80.66 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 131,659 | 5.30 | 18,682 | 45.43 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 248,200 | 36.30 | 35 | 66.67 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 4,189 | 594 | ||||||
| 2025-05-30 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | TruWealth 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,832 | -1.82 | 0 | |||||
| 2025-06-27 | NP | SOXL - Direxion 每日半导体牛市 3 倍股票 | 4,572,377 | 20.56 | 445,121 | 1.22 | ||||
| 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 | 19,283 | -12.18 | 2,736 | 21.33 | ||||
| 2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 111,378 | 5.17 | 10,843 | -11.70 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 6,826 | 81.25 | 969 | 150.78 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 1,873 | -21.34 | 266 | 8.61 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 546 | 0.00 | 77 | 37.50 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 4,336 | 13.69 | 623 | 75.99 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 189,539 | -4.75 | 27 | 30.00 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 4,278 | -14.56 | 607 | 18.09 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 35,372 | -1.26 | 3,443 | -17.10 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 205,080 | 3.81 | 29,101 | 43.39 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 9,754 | -18.33 | 950 | -31.43 | ||||
| 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 | 579,094 | 20.52 | 82,173 | 66.46 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 2,382 | -19.28 | 338 | 11.55 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 121,793 | 153.09 | 17,282 | 249.56 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 25,859 | 22.26 | 4,060 | 86.79 | ||||
| 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 | 34,861 | -2.47 | 4,947 | 34.69 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 2,741 | 12.89 | 389 | 55.82 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,897 | 11.00 | 210 | 23.53 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 1,793 | 254 | ||||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 9,900 | 0.27 | 1,405 | 38.46 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 641,201 | 61.30 | 90,986 | 122.78 | ||||
| 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 | 6,100 | -96.94 | 866 | -96.40 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 1,126 | 279.12 | 160 | 430.00 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 3,910 | 555 | ||||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 2,637 | 21.58 | 374 | 68.47 | ||||
| 2025-07-16 | 13F | Prakash 投资顾问有限公司 | 3,460 | 0.00 | 355 | 0.00 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,547 | 220 | ||||||
| 2025-07-31 | 13F | 梅森联合公司 | 22,581 | 0.98 | 3,204 | 39.49 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 3,288,699 | -15.73 | 466,666 | 16.39 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 54,592 | 0.17 | 6,045 | 11.06 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | Put | 1,605,000 | -30.10 | 227,750 | -3.45 | |||
| 2025-05-16 | 13F/A | Mbb 公共市场 I Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | STF管理有限合伙人 | 24,807 | 2.47 | 3,520 | 41.54 | ||||
| 2025-08-13 | 13F | 挪威银行 | 21,808,756 | 3,094,662 | ||||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 411,558 | 45,572 | ||||||
| 2025-08-29 | NP | CVRD - 麦迪逊备兑看涨期权 ETF | 11,800 | 0.00 | 1,674 | 38.12 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 4,774 | 0.89 | 677 | 39.30 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 12,418,030 | 11.24 | 1,762 | 53.75 | ||||
| 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 | 10,700 | 0.00 | 1,518 | 38.13 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 1,302,333 | -1.78 | 184,801 | 37.29 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 818 | -7.78 | 116 | 27.47 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 528,990 | 546.18 | 75 | 837.50 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 355 | 6.93 | 50 | 47.06 | ||||
| 2025-04-10 | 13F | 费玛塔顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 79,810 | 4.36 | 8,837 | 15.73 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 9,030 | 16.76 | 1,281 | 61.34 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 1,650 | 0.00 | 234 | 38.46 | ||||
| 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 | 19,664,463 | 0.21 | 2,790,387 | 38.41 | ||||
| 2025-05-28 | NP | DAVPX - 达文波特核心基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 35,935 | 25.28 | 5,099 | 73.08 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 11,192 | -2.36 | 1,588 | 34.92 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 157,496 | -20.16 | 22,349 | 10.27 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 3,093 | 47.78 | 439 | 103.72 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 6,000 | 21.53 | 851 | 67.85 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,128,959 | -30.31 | 302,355 | -7.70 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,654 | -45.77 | 0 | |||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 271,700 | -3.95 | 26,450 | -19.36 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 143,763 | 20,400 | ||||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 38,270 | 0.76 | 5,431 | 39.16 | ||||
| 2025-08-07 | 13F | 商业银行 | 104,130 | -15.98 | 14,776 | 16.04 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 2,651 | -7.02 | 376 | 28.77 | ||||
| 2025-08-14 | 13F | 隐湖资产管理公司 | 24,990 | 3,546 | ||||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 32,679 | -0.85 | 4,637 | 36.95 | ||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 436 | -57.87 | 62 | -42.45 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 132,529 | 21.91 | 13,680 | 4.17 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 23,173 | 18.51 | 3,288 | 63.75 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 200 | 28 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 22,425 | 10.20 | 3,182 | 50.59 | ||||
| 2025-08-13 | 13F | 加州第一租赁公司 | 54,000 | 28.27 | 7,663 | 77.16 | ||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 8,381 | -2.92 | 928 | 7.66 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 10,825 | 5.18 | 1,459 | 38.03 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 2,433 | 13.48 | 345 | 56.82 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 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 | 1,420 | 201 | ||||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 5,670 | -9.54 | 805 | 25.04 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 257,102 | 18.70 | 36 | 63.64 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 2,054 | 291 | ||||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 118 | 35.63 | 14 | 8.33 | ||||
| 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 | 19,551 | 0.00 | 2,165 | 10.86 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 50,000 | 66.67 | 7,095 | 130.21 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 777,111 | -3.75 | 110,272 | 32.94 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 48,771 | 12.57 | 6,921 | 55.47 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 228,978 | -1.43 | 22,291 | -17.24 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 3,535 | 41.97 | 502 | 96.47 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 12,207 | 59.11 | 1,732 | 119.80 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 793,761 | 82.90 | 112,635 | 152.61 | ||||
| 2025-04-29 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 6,671 | 8.47 | 947 | 49.92 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 75,570 | 6.11 | 10,723 | 46.57 | ||||
| 2025-05-15 | 13F | 吉尔德·加格农·豪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 3,200,731 | 57.34 | 454,184 | 117.31 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 10,805 | 10.63 | 1,196 | 22.67 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 200 | 28 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 8,792 | 0.02 | 1,248 | 38.10 | ||||
| 2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 4,089 | 0.00 | 453 | 10.78 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 11,700 | 6.36 | 1,660 | 46.90 | ||||
| 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 | 130,859 | -9.74 | 18,569 | 24.67 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 8,028 | -11.65 | 1 | |||||
| 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 | 3,849 | -7.21 | 426 | 2.90 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 114,482 | -2.63 | 16,245 | 34.48 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 12,391 | 17.65 | 2 | 0.00 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 8,467 | -26.88 | 938 | -18.94 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 6,727 | 18.33 | 955 | 63.36 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | Call | 400 | -20.00 | 57 | 9.80 | |||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 5,700 | 631 | ||||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 3,321 | 4.93 | 471 | 44.92 | ||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 8,700 | 0.00 | 963 | -19.28 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 5,422 | 18.51 | 769 | 63.62 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 1,646 | 234 | ||||||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 5,149 | 0.00 | 731 | 38.00 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 11,316 | 22.20 | 1,606 | 68.77 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 499,711 | 10.11 | 70,955 | 52.18 | ||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 82,732 | 14.89 | 9,161 | 27.40 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 10 | -56.52 | 1 | -50.00 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 14,836 | 53.85 | 1,643 | 70.69 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 2,508 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 44,057 | 7.15 | 6,252 | 47.99 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 4,958 | -11.07 | 704 | 22.90 | ||||
| 2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 9,535 | 26.68 | 1,353 | 75.03 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 294,563 | 9.00 | 32,617 | 20.86 | ||||
| 2025-08-07 | 13F | 索林达资本管理有限公司 | 1,425 | 202 | ||||||
| 2025-05-28 | 13F/A | Vista Cima 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 101,700 | 14,431 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 295,401 | 1.10 | 41,917 | 39.63 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 1,015,171 | 0.39 | 144,053 | 38.65 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 145,898 | -0.32 | 14,203 | -16.31 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 4,261 | 0.24 | 605 | 38.53 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 6,047 | -8.66 | 858 | 26.18 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 135 | -32.50 | 19 | -5.00 | ||||
| 2025-03-18 | 13F | 标准 Caixa、Sau | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 伯克控股有限责任公司 | 6,368 | 904 | ||||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 6,248 | 16.92 | 887 | 61.38 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 26,153 | 0.13 | 3,711 | 38.32 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 670,049 | 14.75 | 95,080 | 58.49 | ||||
| 2025-05-15 | 13F | 阿帕卢萨马 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 1,702 | 2.41 | 242 | 41.76 | ||||
| 2025-08-14 | 13F | 总督巷 LP | 39,312 | -63.80 | 5,578 | -50.00 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 27,128 | -1.81 | 3,849 | 35.62 | ||||
| 2025-08-14 | 13F | 总督巷 LP | Call | 182,500 | -8.75 | 25,897 | 26.03 | |||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 1,544 | 219 | ||||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 31,000 | 0.00 | 4,399 | 38.13 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 2,858 | -4.22 | 294 | -18.61 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 40,461 | -8.89 | 5,741 | 25.84 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 7,929 | -44.15 | 1,125 | -22.84 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,623 | 7.98 | 158 | -9.77 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 5,091 | -7.45 | 722 | 27.79 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,778 | 49.54 | 197 | 66.10 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 1,586 | -38.69 | 225 | -15.41 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 2,393 | 331 | ||||||
| 2025-06-26 | NP | CHAT - Roundhill 生成型人工智能与技术 ETF | 62,398 | 18.10 | 6,074 | -0.85 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 6,315 | 16.62 | 896 | 61.15 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 30,096 | -7.24 | 4,271 | 28.11 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 35,579 | 0.33 | 5,049 | 38.57 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 17,496 | 0.00 | 1,798 | 0.00 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 28,060 | -35.31 | 3,982 | -10.66 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 29,439 | -22.76 | 4,177 | 6.69 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 173 | 2.98 | 17 | -15.79 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 6,067 | 2.76 | 861 | 41.91 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 24,317 | 31.49 | 3,451 | 81.58 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 185,725 | -0.18 | 26 | 36.84 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 89 | 0.00 | 13 | 33.33 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 5,323 | 8.21 | 755 | 49.50 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 31,330 | 7.91 | 4,446 | 49.06 | ||||
| 2025-08-14 | 13F | 石板路径资本有限合伙人 | 763,824 | 25.73 | 108,387 | 73.66 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,486,340 | 9.66 | 210,912 | 51.46 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 1,426 | 202 | ||||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 3,747 | 5.70 | 532 | 46.28 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 216,930 | -3.99 | 30,781 | 31.99 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 500 | -10.71 | 71 | 22.81 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 311 | 44 | ||||||
| 2025-05-28 | NP | FKINX - 富兰克林收入基金 A1 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 485,741 | 0.28 | 47,287 | -15.81 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 215 | 0.00 | 31 | 36.36 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 2,000 | 0 | ||||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 3,415 | 0.00 | 485 | 38.29 | ||||
| 2025-07-08 | 13F | 红云杉资本有限责任公司 | 2,240 | 0.00 | 318 | 37.83 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 1,690 | 240 | ||||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 3,328 | 3.45 | 472 | 43.03 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 3,373 | 0.00 | 373 | 11.01 | ||||
| 2025-04-28 | 13F | 林肯资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 佩蒂克斯和博特公司 | 2,430 | 0.41 | 345 | 38.71 | ||||
| 2025-08-05 | 13F | 贤者资本管理有限责任公司 | 3,373 | 479 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 4,145 | -43.29 | 588 | -21.60 | ||||
| 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 | 43,692 | -8.47 | 4,838 | 1.51 | ||||
| 2025-08-13 | 13F | 主动财富策略有限责任公司 | 4,961 | 1.66 | 1 | |||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 839,896 | 25.71 | 119,181 | 73.62 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 12,292 | 6.88 | 1,744 | 47.67 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 7,834 | -17.19 | 1,112 | 14.42 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 1,414 | 201 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 33,302 | 3.46 | 4,726 | 42.88 | ||||
| 2025-07-23 | 13F | 拉伊布鲁克资本有限责任公司 | 13,150 | -2.23 | 2 | 0.00 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 2,893,099 | -4.02 | 410,531 | 32.56 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 631,982 | 6.72 | 89,678 | 47.40 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 2,766 | -3.25 | 392 | 33.79 | ||||
| 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 | 6,137 | -3.05 | 597 | -18.55 | ||||
| 2025-05-13 | 13F | 顶峰财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 5,700 | 30.23 | 809 | 79.96 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 161 | -12.50 | 23 | 22.22 | ||||
| 2025-05-14 | 13F | Sellwood投资合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 158,058 | 2.00 | 22,428 | 40.88 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 3,641 | -8.45 | 517 | 26.47 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 11,041 | -9.51 | 1,567 | 24.98 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,756 | 249 | ||||||
| 2025-05-08 | 13F | 塔桥顾问 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,504 | 213 | ||||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 24,213 | 0.50 | 280 | 42.86 | ||||
| 2025-08-07 | 13F | 帕金斯资本管理公司 | 19,304 | -7.21 | 2,739 | 28.17 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 370,581 | -21.40 | 52,585 | 10.39 | ||||
| 2025-07-23 | 13F | 增益计划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | ZEGA 投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,940 | 37.83 | 417 | 90.41 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 107 | 0.00 | 10 | -16.67 | ||||
| 2025-08-13 | 13F | Allium 财务顾问有限公司 | 2,254 | 9.52 | 320 | 51.18 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 12,245 | 43.33 | 1,738 | 98.06 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 172,955 | 29.55 | 19,151 | 43.66 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,563,183 | 0.63 | 221,816 | 38.98 | ||||
| 2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 3,841 | 180.98 | 545 | 289.29 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 84,900 | 12,047 | |||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 348,331 | -29.29 | 49,428 | -2.34 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Put | 33,000 | 4,683 | |||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 1,590 | 226 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 13,810 | 244.05 | 1,960 | 375.49 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 24,122 | 2.03 | 3,423 | 40.94 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 5,328 | 40.84 | 756 | 94.85 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 21,727 | 730.23 | 3,083 | 1,050.37 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 2,111 | -3.34 | 300 | 33.48 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 8,510 | -8.04 | 1,208 | 27.05 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 1,877 | 266 | ||||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 1,760 | -27.42 | 250 | 0.00 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 85,141 | 0.00 | 12,082 | 38.12 |
