机构投资人持股和股东
Amphenol Corporation (MX:APH) 有 2651 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 1,333,489,014 股股票。 最大股东包括 Vanguard Group Inc, Fmr Llc, BlackRock, Inc., State Street Corp, Price T Rowe Associates Inc /md/, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, FCNTX - Fidelity Contrafund, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, and Bank of New York Mellon Corp .
Amphenol Corporation (BMV:APH)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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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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | 第1620章 | 24 | 0.00 | 2 | 100.00 | ||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 19,941 | 3.33 | 2 | 0.00 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 18,365 | 2.13 | 1,956 | 41.43 | ||||
2025-08-26 | NP | IXN - iShares 全球科技 ETF | 381,258 | 0.24 | 37,649 | 50.93 | ||||
2025-08-12 | 13F | SIR资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 遗产信托公司 | 9,973 | 985 | ||||||
2025-06-05 | NP | GTTMX - 定量美国总市场股票投资组合 | 2,400 | -65.62 | 185 | -65.02 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 102,294 | -39.09 | 10,102 | -8.30 | ||||
2025-08-13 | 13F | 直径资本有限合伙人 | 2,755 | 272 | ||||||
2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 1,443,477 | 1.91 | 142,552 | 53.42 | ||||
2025-07-28 | NP | VGLSX - 全球策略基金 | 411 | 463.01 | 37 | 800.00 | ||||
2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 17,054 | -1.91 | 1,684 | 47.72 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 96,970 | 58.57 | 9,576 | 138.78 | ||||
2025-08-15 | 13F | 摩根士丹利 | 19,577,760 | -0.95 | 1,933,304 | 49.13 | ||||
2025-08-12 | 13F | 联合银行 | 2,820 | 278 | ||||||
2025-08-11 | 13F | 电池全球顾问有限责任公司 | 373 | 0.27 | 37 | 50.00 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 76,508 | 2.80 | 7,555 | 54.78 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 144,492 | -8.22 | 9,477 | -13.32 | ||||
2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 56,081 | -6.39 | 5,538 | 40.93 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 93,142 | -4.94 | 9,198 | 43.12 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 21,723,306 | 29.74 | 2,145 | 95.36 | ||||
2025-07-30 | 13F | 私人资本顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 493 | -93.96 | 33 | -94.60 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 30 | -42.31 | 3 | -33.33 | ||||
2025-07-17 | 13F | 城市控股公司 | 960 | -24.53 | 95 | 13.25 | ||||
2025-08-11 | 13F | 塔桥顾问 | 9,825 | 145.62 | 970 | 270.23 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 12,787 | -7.16 | 1,263 | 39.76 | ||||
2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 12,470 | -7.59 | 1 | |||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 97,048 | 9.92 | 9,589 | 65.47 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 11,967 | 1.36 | 1,300 | 45.14 | ||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 134,783 | 2.79 | 13,310 | 54.76 | ||||
2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 3,556 | 203.93 | 351 | 361.84 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 28,207 | -2.58 | 2,785 | 46.66 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 639 | -25.35 | 63 | 12.50 | ||||
2025-08-14 | 13F | 头投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 11,555 | 82.77 | 1,141 | 175.60 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -1,585 | -24.13 | -157 | 13.87 | |||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,431 | 438 | ||||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 811 | -19.62 | 80 | 21.21 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 195,895 | 0.21 | 19,345 | 50.88 | ||||
2025-08-06 | 13F | 遗产桥有限责任公司 | 1 | -66.67 | 0 | |||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 126,900 | 54.00 | 12,531 | 131.88 | |||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 5,970 | 14.41 | 590 | 72.22 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 378 | -19.75 | 37 | 23.33 | ||||
2025-08-27 | NP | PFGRX - 胜利先锋基本面增长基金 R 类 | 2,913,047 | -4.77 | 287,663 | 43.37 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 1,796,259 | 363.75 | 177,381 | 598.21 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 6,358 | -60.99 | 489 | -57.59 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 5,200 | 2.26 | 514 | 54.05 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 52,290 | -2.30 | 5,164 | 47.09 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 9,638 | 1.99 | 952 | 53.63 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 468,000 | 327.79 | 46,215 | 544.11 | |||
2025-07-17 | 13F | 肯塔基独立银行 | 740 | 73 | ||||||
2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 190 | -5.00 | 19 | 38.46 | ||||
2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | 城市中心顾问有限公司 | 4,884 | 482 | ||||||
2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 3,700 | 0.00 | 365 | 50.83 | ||||
2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 7,128 | 704 | ||||||
2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 5,547 | 0.00 | 499 | 34.96 | ||||
2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 88,707 | -37.90 | 7,977 | -16.15 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 317,980 | -0.19 | 24,469 | 8.51 | ||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 2,296 | 227 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 61,514 | 31.94 | 4,734 | 43.47 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 1,532 | 2.68 | 151 | 55.67 | ||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 513 | 51 | ||||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | 克鲁资本管理有限公司 | 11,917 | 1,177 | ||||||
2025-08-13 | 13F | 百达资产管理控股公司 | 536,012 | -1.77 | 52,928 | 47.85 | ||||
2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,445 | -0.04 | 3,817 | 34.97 | ||||
2025-07-25 | NP | MTCAX - MFS科技基金A | 188,329 | -52.46 | 16,936 | -35.81 | ||||
2025-07-08 | 13F | 先行资本管理公司 | 6,962 | 0.00 | 687 | 50.66 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 7,222 | 2.44 | 713 | 54.33 | ||||
2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 20,400 | -1.92 | 2,014 | 47.65 | ||||
2025-07-14 | 13F | 富达财富管理 | 211 | -31.27 | 21 | 0.00 | ||||
2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 320 | 0.00 | 32 | 55.00 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 762 | 0.93 | 75 | 53.06 | ||||
2025-06-17 | NP | MERAX - 麦迪逊中盘基金 中盘基金 A 类 | 1,259,841 | 8.02 | 96,945 | 17.44 | ||||
2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 1,921,000 | 2.45 | 172,756 | 26.82 | ||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 1,036,809 | -0.55 | 79,782 | 8.12 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 6,425,110 | 10.17 | 634 | 65.97 | ||||
2025-07-24 | NP | FSPTX - 技术组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,321,376 | -39.89 | 118,831 | -18.83 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 73,088 | -10.63 | 7,220 | 34.58 | ||||
2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 23,380 | 5.38 | 2,103 | 42.32 | ||||
2025-07-29 | 13F | Ifrah 金融服务公司 | 3,648 | -2.28 | 360 | 47.54 | ||||
2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 156,223 | 0.00 | 15,427 | 50.57 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 2,855 | -8.70 | 282 | 37.07 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 2,979,104 | -1.54 | 294,187 | 48.24 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 13,226 | 56.91 | 1,306 | 101.54 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 245,591 | 0.77 | 24,252 | 51.72 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 15,220 | -0.12 | 1,503 | 50.35 | ||||
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 | 45,000 | 3,463 | ||||||
2025-07-16 | 13F | 动机财富顾问 | 2,177 | 215 | ||||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 35,462 | -1.10 | 3,502 | 174,950.00 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 9,800 | 643 | ||||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 891 | -5.71 | 88 | 42.62 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 248,900 | 53.92 | 24,579 | 131.74 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 966 | 383.00 | 95 | 630.77 | ||||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 17,690 | -3.74 | 1,747 | 44.90 | ||||
2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 4,165 | 4.94 | 411 | 58.08 | ||||
2025-08-04 | 13F | GAM控股公司 | 68,404 | -30.08 | 6,755 | 5.27 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 100 | 0.00 | 10 | 50.00 | ||||
2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 35,191 | -3.61 | 2,708 | 4.76 | ||||
2025-08-18 | 13F/A | KP管理有限公司 | 27,500 | -38.89 | 2,716 | -8.00 | ||||
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 | 76,805 | -15.37 | 5,910 | -7.99 | ||||
2025-07-30 | 13F | Argonautica私人财富管理公司 | 37,698 | 3,723 | ||||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 85,406 | -2.22 | 8,434 | 47.20 | ||||
2025-08-12 | 13F | 东南资产顾问公司 | 3,433 | -0.64 | 339 | 50.00 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 117,249 | 5.42 | 11,578 | 58.73 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 11,070 | -7.75 | 1,093 | 38.88 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,488 | 246 | ||||||
2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 222,426 | -60.94 | 20,003 | -47.25 | ||||
2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,886 | -1.41 | 889 | 33.28 | ||||
2025-08-26 | NP | EKBAX - 富国银行多元化资本建设者基金 A 类 | 640,000 | 0.00 | 63,200 | 50.56 | ||||
2025-08-08 | 13F | 国民年金服务 | 3,280,941 | 14.41 | 323,993 | 72.24 | ||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 4,800 | 0.00 | 474 | 50.96 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 79,553 | 7.40 | 7,154 | 45.02 | ||||
2025-08-14 | 13F | Point72香港有限公司 | 201,720 | 19,920 | ||||||
2025-08-25 | NP | ARVR - First Trust Indxx Metaverse ETF | 813 | -50.18 | 80 | -25.23 | ||||
2025-07-21 | 13F | 马特恩资本管理有限公司 | 70,079 | 24.55 | 6,920 | 87.53 | ||||
2025-08-13 | 13F | 布兰特点投资管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 布朗咨询公司 | 362,374 | -1.51 | 35,784 | 48.28 | ||||
2025-08-12 | 13F | 英国保诚集团 | 69,017 | 133.81 | 6,815 | 252.01 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-14 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 16,300 | 81.11 | 1,610 | 172.71 | |||
2025-08-14 | 13F | Optiver控股有限公司 | 1,452 | 143 | ||||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 12,200 | -51.39 | 1,205 | -26.85 | |||
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 | 30,511 | 0.00 | 3,013 | 50.52 | ||||
2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 118,183 | 4.70 | 11,671 | 57.64 | ||||
2025-07-28 | 13F | Copia财富管理 | 240 | 0.00 | 24 | 53.33 | ||||
2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 4,160 | 0.00 | 0 | |||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 670,468 | 66,209 | ||||||
2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 45,892 | -0.02 | 4,532 | 50.53 | ||||
2025-08-12 | 13F | 新共和资本有限责任公司 | 4,032 | -1.78 | 399 | 47.96 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | AMGOX - 阿尔杰中型成长投资组合 I-2 级 | 30,780 | -10.54 | 3,040 | 34.71 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 32,718 | 0.44 | 3,231 | 51.22 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 448 | 204.76 | 40 | 344.44 | ||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 27,699 | 227.53 | 2,735 | 393.68 | ||||
2025-07-07 | 13F | 西联银行 | 41,194 | -0.72 | 4,068 | 49.47 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 61,672 | -10.93 | 6,090 | 34.11 | ||||
2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | IWIRX - 吉尼斯阿特金森全球创新者基金 - 投资者类别 | 82,343 | -14.06 | 8,131 | 29.39 | ||||
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 | 636 | 63 | ||||||
2025-08-28 | NP | LBNDX - 雅培勋爵债券债券基金公司 A 类 | 234,952 | -25.43 | 23,202 | 9.30 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 8,155 | 0.00 | 805 | 50.75 | ||||
2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 206,411 | -2.27 | 15,883 | 6.25 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,655 | 3.12 | 163 | 55.24 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 全球股票系列初始类别 | 4,213 | -1.06 | 416 | 49.10 | ||||
2025-08-04 | 13F | 顾问股份投资有限责任公司 | 102,415 | 3.26 | 10,113 | 54.33 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 1,586 | -3.59 | 157 | 45.79 | ||||
2025-07-23 | 13F | 摄政资本管理公司\DE | 90,360 | -3.44 | 8,923 | 45.40 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-11 | 13F | 林肯资本有限责任公司 | 23,810 | 0.00 | 2,351 | 50.22 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 639,168 | 0.59 | 63,118 | 51.45 | ||||
2025-07-30 | 13F | 基石咨询有限责任公司 | 4,900 | 0.93 | 484 | 24.81 | ||||
2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,612,402 | 1,631 | ||||||
2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,074 | 0.00 | 6,327 | 50.57 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 28,119 | 7.67 | 2,777 | 62.05 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 224,425 | -0.42 | 22,162 | 49.92 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 3,906 | -14.90 | 386 | 27.91 | ||||
2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 345,888 | -10.57 | 34,156 | 34.65 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 62,873 | -53.67 | 5,654 | -37.44 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 1,130,122 | 3.74 | 111,603 | 56.19 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 保德信金融公司 | 932,218 | 44.26 | 92,057 | 117.20 | ||||
2025-08-08 | 13F | 托巴姆 | 1,984 | -37.94 | 0 | |||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 13,096 | 104.11 | 1,294 | 207.36 | ||||
2025-06-03 | 13F/A | 奥马哈第一国民银行 | 70,320 | 56.66 | 4,612 | 3.66 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 36,580 | 3.27 | 3,612 | 55.49 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 9,105 | -58.73 | 899 | -37.87 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 9,170 | -4.22 | 906 | 44.34 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -143 | -14 | |||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 24,855 | -81.96 | 2,454 | -72.84 | ||||
2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 14,987 | -26.96 | 1,480 | 9.96 | ||||
2025-04-14 | 13F | 班戈储蓄银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 桑坦德银行, SA | 192,272 | 0.09 | 18,987 | 50.69 | ||||
2025-08-07 | 13F | 莫尔投资管理有限公司 | 7,428,103 | -16.22 | 733,525 | 26.14 | ||||
2025-08-14 | 13F | 采石场LP | 906 | 22.93 | 89 | 85.42 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 31,031 | -46.97 | 3,064 | -20.15 | ||||
2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 5,644 | -32.97 | 508 | -9.46 | ||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 45,602 | 52.99 | 4,503 | 130.33 | ||||
2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 189,139 | -17.53 | 18,677 | 24.17 | ||||
2025-07-24 | 13F/A | TFR 资本有限责任公司 | 3,238 | -21.08 | 320 | 18.59 | ||||
2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 16,266 | 22.28 | 1,606 | 84.17 | ||||
2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 6,901 | 681 | ||||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 219,958 | -14.93 | 21,721 | 28.08 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 364,457 | 5.02 | 35,990 | 58.12 | ||||
2025-07-28 | 13F | 国际金融公司顾问有限公司 | 17,344 | 0.00 | 1,713 | 50.57 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 2,711 | 1,248.76 | 244 | 1,769.23 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 2,661 | 0.00 | 259 | 48.85 | ||||
2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 19,138 | -1.35 | 1,890 | 49.68 | ||||
2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,336 | 13.00 | 641 | 22.80 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 78,190 | 7,721 | ||||||
2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | TAAGX - 蒂莫西积极成长基金 A 类 | 34,452 | 0.00 | 3,402 | 50.60 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 38,899,980 | 1.70 | 3,841,373 | 53.11 | ||||
2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 登打士合伙人律师事务所 | 617,382 | 0.00 | 60,966 | 50.56 | ||||
2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 33,736 | 2,596 | ||||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 10,204 | -29.41 | 1,008 | 6.22 | ||||
2025-08-12 | 13F | 克拉保险企业控股有限公司 | 133 | -2.92 | 0 | |||||
2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 3,751 | -72.92 | 370 | -59.25 | ||||
2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 460 | 0.00 | 0 | |||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 997 | -9.36 | 98 | 36.11 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 388,666 | -38.58 | 38,380 | -7.53 | ||||
2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 391,359 | -1.77 | 38,647 | 47.89 | ||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 94 | -6.93 | 6 | -14.29 | ||||
2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 1,384 | 0.00 | 137 | 51.11 | ||||
2025-07-25 | 13F | 指数基金顾问公司 | 21,184 | 2,092 | ||||||
2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 32,995 | -10.28 | 3,258 | 35.07 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 197,970 | 20 | ||||||
2025-06-26 | NP | UVALX - 价值基金份额 | 71,700 | -30.25 | 5,517 | -24.18 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 1,049 | -18.05 | 104 | 24.10 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 61,337 | 27.73 | 6,057 | 92.35 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 1,612,788 | 159,263 | ||||||
2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 20,588 | 0.04 | 2 | 100.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 266,028 | 0.53 | 26,270 | 51.36 | ||||
2025-07-31 | 13F | GenTrust 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 海湾国际银行(英国)有限公司 | 61,771 | -13.01 | 6 | 50.00 | ||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 5,488 | 2.31 | 542 | 54.13 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 3,214 | -0.68 | 318 | 49.53 | ||||
2025-07-17 | 13F | 石点财富有限责任公司 | 43,794 | -0.50 | 4,325 | 49.83 | ||||
2025-08-21 | NP | GESIX - Lazard 全球股票精选投资组合机构股票 | 18,933 | -13.92 | 1,870 | 29.61 | ||||
2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 40,700 | -1.93 | 4,019 | 47.70 | ||||
2025-05-09 | 13F | 元素足尖顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 美国国家银行 | 736 | 0.00 | 73 | 50.00 | ||||
2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 17,400 | 0.00 | 1,718 | 50.57 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 761,849 | 3.21 | 68,513 | 39.36 | ||||
2025-07-29 | 13F | 贸易风资本管理有限公司 | 26 | 0.00 | 3 | 100.00 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 3,668,200 | 7.88 | 362,235 | 62.42 | ||||
2025-08-13 | 13F | 第一国家顾问有限责任公司 | 53,825 | -20.74 | 5,315 | 19.31 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 46,515 | -31.02 | 4,593 | 3.84 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 2,351 | 232 | ||||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 98,334 | 2.20 | 9,567 | 50.90 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 128,660 | -15.72 | 12,705 | 26.90 | ||||
2025-06-27 | NP | PWB - Invesco 动态大盘成长 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 224,061 | 14.63 | 17,241 | 24.63 | ||||
2025-07-16 | 13F | 考克斯资本管理有限责任公司 | 32,217 | -3.82 | 3,181 | 44.79 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,158 | -54.74 | 1,102 | -31.91 | ||||
2025-08-01 | 13F | SYM金融公司 | 9,184 | 19.82 | 907 | 80.48 | ||||
2025-08-27 | NP | TLGAX - Timothy 大型/中型成长基金 A 类 | 47,589 | -29.11 | 4,699 | 6.72 | ||||
2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 26,927 | -4.88 | 2,659 | 43.27 | ||||
2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 624,099 | -26.36 | 61,630 | 10.87 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,835,760 | -0.10 | 181 | 50.83 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 88,790 | 5,060 | ||||||
2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 10,312 | 1,018 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 122,820 | 1.75 | 12,128 | 53.19 | ||||
2025-08-14 | 13F | 海特对冲资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 497,530 | 4.13 | 49,131 | 56.77 | ||||
2025-07-25 | NP | MIGFX - 马萨诸塞州投资者成长股票基金 A | 2,791,400 | -15.94 | 251,031 | 13.51 | ||||
2025-08-14 | 13F | 前沿资本管理有限公司 | 505,891 | -17.03 | 49,957 | 24.91 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -20,277 | -37.86 | -2,002 | -6.45 | |||
2025-07-31 | 13F | 彼得森财富服务 | 2,010 | 0.10 | 198 | 51.15 | ||||
2025-07-23 | 13F | 哈维投资有限公司 | 253,985 | -2.81 | 25 | 47.06 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 73 | 3 | |||||
2025-08-14 | 13F | 耆那全球有限公司 | 11,789 | -86.88 | 1,164 | -80.25 | ||||
2025-08-14 | 13F | 耆那全球有限公司 | Put | 45,000 | 4,444 | |||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 48,253 | 234.19 | 4,765 | 403.06 | ||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 148,967 | -1.91 | 14,710 | 47.68 | ||||
2025-08-13 | 13F | 堡垒金融解决方案有限责任公司 | 6,129 | -3.42 | 605 | 45.43 | ||||
2025-08-14 | 13F | 安盛公司 | 413,050 | -38.82 | 40,789 | -7.88 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 74,808 | 12.12 | 7,387 | 68.81 | ||||
2025-08-05 | 13F | TSFG有限公司 | 90 | 0 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 4,303 | -31.96 | 425 | 2.42 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,200 | 0.00 | 118 | 51.28 | ||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 4,956 | 0 | ||||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 5,568 | 9.97 | 550 | 65.36 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 64,891 | -2.79 | 6,408 | 46.35 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 319,085 | 1.21 | 31,510 | 52.38 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,819 | -39.37 | 180 | -8.67 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 1,231,343 | -5.35 | 121,595 | 42.51 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 310 | 31 | ||||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 74 | 7 | ||||||
2025-08-14 | 13F | 骑士桥资产管理有限公司 | 29,632 | -1.09 | 2,926 | 48.91 | ||||
2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 568,653 | 43,758 | ||||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 1,584 | -0.88 | 142 | 33.96 | ||||
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 | 2,681,026 | 1.07 | 206,305 | 9.88 | ||||
2025-07-15 | 13F | 世界股权集团有限公司 | 2,773 | -65.56 | 274 | -48.30 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 55,068 | -0.21 | 5,438 | 50.23 | ||||
2025-07-01 | 13F | 汇流投资管理有限公司 | 332,681 | -4.89 | 32,852 | 43.20 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 48,462 | 31.62 | 4,786 | 98.14 | ||||
2025-07-16 | 13F | 海湾私人财富有限责任公司 | 13,124 | 27.62 | 1,296 | 92.14 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,134,453 | 91.07 | 112,027 | 187.68 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 72,369 | 57.06 | 7,708 | 155.03 | ||||
2025-04-16 | 13F | 杰克逊广场资本有限公司 | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 4,400 | 0.00 | 434 | 50.69 | ||||
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 | 381 | 29 | ||||||
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 | 10,113,003 | 998,659 | ||||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 3,587 | -18.25 | 354 | 23.34 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 2,144 | -79.12 | 212 | -68.65 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 11,978 | 8.93 | 922 | 18.38 | ||||
2025-07-11 | 13F | 兰兹金融有限责任公司 | 3,087 | 305 | ||||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 3,783 | 219.78 | 0 | |||||
2025-08-13 | 13F | 哈弗福德信托公司 | 2,126 | 210 | ||||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 310 | 0.00 | 31 | 50.00 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 7,024 | 2.78 | 694 | 54.69 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 28 | 3 | ||||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 2,526 | 249 | ||||||
2025-07-30 | 13F | Securian 资产管理公司 | 63,192 | -1.50 | 6,240 | 48.32 | ||||
2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 2,746 | 271 | ||||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 13,349 | 6.77 | 1,318 | 60.73 | ||||
2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 13,700 | 0.00 | 1,232 | 35.09 | ||||
2025-07-16 | 13F | 达科他财富管理 | 34,920 | -12.29 | 3,449 | 32.06 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 2,971,448 | -1.85 | 293,430 | 47.78 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 2,924,638 | 3.28 | 288,808 | 69.78 | ||||
2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 14,810 | -0.12 | 1,462 | 50.41 | ||||
2025-06-27 | 13F/A | 高盛集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 9,051 | 15.18 | 894 | 73.40 | ||||
2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 3,080 | 304 | ||||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 7,996 | 790 | ||||||
2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 4,684 | -98.53 | 463 | -97.79 | ||||
2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,182 | -27.53 | 6,324 | -21.22 | ||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F/A | 乐天证券公司 | 2,262 | 2,208.16 | 223 | 3,616.67 | ||||
2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 3,122 | 304 | ||||||
2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 10,396 | 86.94 | 1,027 | 181.87 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 5,856 | 578 | ||||||
2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,041 | 26.89 | 6,479 | 71.33 | ||||
2025-08-14 | 13F | 曼氏集团 | 1,069,905 | -49.22 | 105,653 | -23.55 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 18,270 | -11.81 | 1,804 | 32.84 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 18,332 | -20.45 | 1,810 | 19.79 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 400 | -94.44 | 40 | -91.74 | |||
2025-08-14 | 13F | 华莱士资本管理公司 | 3,200 | 0.00 | 316 | 51.20 | ||||
2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 13,429 | -1.19 | 1,326 | 48.82 | ||||
2025-08-07 | 13F | 维鲁斯资本合伙公司 | 2,508 | 248 | ||||||
2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,558 | -31.34 | 2,582 | -25.35 | ||||
2025-08-28 | NP | VNUAX - Vontobel 美国股票基金 A 股 | 5,636 | -11.20 | 557 | 33.65 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 133,455 | 13,179 | ||||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 700 | -85.42 | 69 | -78.03 | |||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 407,098 | 0.00 | 40,201 | 50.56 | ||||
2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 44,196 | 0.00 | 4,364 | 50.59 | ||||
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 | 403,324 | 0.00 | 39,828 | 50.56 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 14,020 | -79.48 | 1,384 | -69.11 | ||||
2025-07-25 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 2,104,769 | 189,282 | ||||||
2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,723,100 | -0.11 | 268,906 | 50.39 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 11,832 | 14.13 | 1,168 | 72.02 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 8,557,635 | 726.70 | 844,711 | 1,144.14 | ||||
2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 10,302 | 1,017 | ||||||
2025-08-12 | 13F | 国家信托银行 | 808,848 | -13.51 | 79,874 | 30.22 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 12,141 | -4.19 | 1,199 | 44.16 | ||||
2025-09-11 | NP | CFGRX - 成长基金股票 | 24,805 | -24.11 | 2,642 | 5.01 | ||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 27,969 | 16.22 | 2,515 | 56.99 | ||||
2025-08-14 | 13F | 谢顿资本有限公司 | 2,668 | 263 | ||||||
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 | 7,255 | 0.00 | 716 | 38.76 | ||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 7,724 | 763 | ||||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 11,400 | -2.45 | 1,126 | 46.87 | ||||
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 | 34,727 | 4.33 | 3,123 | 40.88 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 29,049 | 2,869 | ||||||
2025-07-28 | NP | VLCGX - 大型资本增长基金 | 139,442 | -17.26 | 12,540 | 11.72 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 9,823 | 970 | ||||||
2025-08-13 | 13F | 动态财富策略有限责任公司 | 191 | 0.00 | 19 | 50.00 | ||||
2025-08-22 | NP | 德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级 | 14,542 | 18.79 | 1,436 | 79.05 | ||||
2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 3,784 | -15.02 | 374 | 27.74 | ||||
2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 53,000 | 0.00 | 4,766 | 35.05 | ||||
2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 30,623 | 113.88 | 3,024 | 222.04 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 5,523 | -0.49 | 545 | 49.73 | ||||
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 | 45,871 | 24.98 | 3,530 | 35.89 | ||||
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 | 14,670,164 | 0.03 | 1,448,679 | 50.61 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,871 | 285.77 | 185 | 493.55 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 174 | 13 | ||||||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 22,450 | -20.74 | 2,217 | 19.33 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 2,858 | 283 | ||||||
2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 3,424 | 0.00 | 338 | 50.89 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 984,751 | -10.41 | 97,244 | 34.89 | ||||
2025-08-08 | NP | TANDX - Castle Tandem 机构基金 | 12,800 | -15.23 | 1,264 | 27.68 | ||||
2025-08-19 | 13F | 怀俄明州 | 4,857 | -68.97 | 480 | -53.31 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 48,200 | 4,760 | |||||
2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 12,604 | -36.39 | 1,245 | -4.23 | ||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 30,041 | 2,967 | ||||||
2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 168 | 0.00 | 17 | 45.45 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 20,000 | 150.00 | 1,975 | 276.91 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 1,644 | 1.73 | 0 | |||||
2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 24,952 | -3.61 | 2,464 | 45.20 | ||||
2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 1,901,974 | -2.16 | 187,820 | 47.30 | ||||
2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 2,640 | -71.24 | 261 | -56.74 | ||||
2025-08-12 | 13F | 创始者有限公司 | 9,220 | 910 | ||||||
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 | 423,280 | 15.53 | 41,799 | 73.94 | ||||
2025-07-25 | NP | UCAGX - 基石积极基金 | 5,448 | 0.00 | 490 | 35.08 | ||||
2025-08-06 | 13F | 金融替代公司 | 4,800 | 0.00 | 474 | 50.96 | ||||
2025-07-28 | 13F | 速递资本有限公司 | 2,376 | 235 | ||||||
2025-08-13 | 13F | 美国联合证券公司(d/b/a 无人机资产管理) | 5,000 | 494 | ||||||
2025-07-24 | 13F | 康宁公司 | 8,687 | -4.44 | 858 | 43.79 | ||||
2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 20,020 | -18.35 | 1,977 | 22.89 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 990,350 | 97,796 | ||||||
2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 71,559 | -0.18 | 5,506 | 8.51 | ||||
2025-07-10 | 13F | 罗克兰信托公司 | 6,145 | -8.01 | 607 | 38.36 | ||||
2025-06-05 | NP | GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票 | 444,423 | 0.00 | 34,198 | 8.72 | ||||
2025-08-07 | 13F | 中央信托公司 | 1,146 | 9.35 | 113 | 66.18 | ||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,245,333 | 1.05 | 201,923 | 36.45 | ||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 17,200 | 0.00 | 1,698 | 50.53 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 54,700 | -71.26 | 5,402 | -56.73 | |||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 152,305 | 4.44 | 15,040 | 57.24 | ||||
2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 574,047 | -0.08 | 56,687 | 50.44 | ||||
2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 1,000 | 0.00 | 99 | 50.77 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 646,900 | 603.92 | 63,881 | 959.91 | |||
2025-08-11 | 13F | WPG顾问有限责任公司 | 1,137 | -7.86 | 112 | 40.00 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 5,883,759 | 3.71 | 581,021 | 56.14 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,354 | 19.40 | 104 | 30.00 | ||||
2025-07-15 | 13F | 灯塔投资咨询服务公司 | 10,417 | 18.67 | 1,029 | 78.78 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 184,999 | -45.59 | 18,269 | -18.08 | ||||
2025-07-07 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 4,560,250 | 77.77 | 450,325 | 167.64 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 97,109 | -11.20 | 9,590 | 33.68 | ||||
2025-05-15 | 13F | 主要管理 ETF Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 1,332 | 0.00 | 132 | 50.57 | ||||
2025-07-22 | 13F | Eads & Heald 财富管理 | 35,164 | -12.25 | 3 | 50.00 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 6,103,018 | -14.19 | 602,673 | 29.19 | ||||
2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 29,236 | -41.97 | 2,629 | -21.64 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 38,291 | 58.33 | 3,781 | 138.40 | ||||
2025-08-27 | NP | MOTO - SmartETFs 智能交通与科技 ETF | 4,152 | -14.29 | 410 | 29.34 | ||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 80 | 0.00 | 8 | 40.00 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 24,349 | 3.19 | 2,391 | 54.96 | ||||
2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 2,037 | 201 | ||||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 172 | 0.00 | 17 | 45.45 | ||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 10,984 | 1,085 | ||||||
2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,528 | 25.63 | 842 | 89.21 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 9,987 | -48.88 | 898 | -30.98 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,200,000 | 118,500 | ||||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 187,500 | 18,516 | |||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 23,081 | -20.94 | 2,279 | 19.07 | ||||
2025-08-04 | 13F | 精明顾问公司 | 8,601 | 849 | ||||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 15,822 | -24.12 | 1,565 | 14.23 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 117,469 | 2,833.79 | 9,039 | 3,093.99 | ||||
2025-08-08 | 13F | 贝克博德有限责任公司 | 8,451 | -9.46 | 835 | 36.27 | ||||
2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 12,961 | 0.00 | 1,166 | 34.99 | ||||
2025-07-31 | 13F | 汉隆投资管理有限公司 | 9,983 | -10.20 | 986 | 35.12 | ||||
2025-08-13 | 13F | 卡米尼亚克妊娠 | 1,946,500 | -6.01 | 192,217 | 41.51 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a) | 988,788 | -6.33 | 97,643 | 41.03 | ||||
2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 143,064 | 14,128 | ||||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 25,748 | -1.26 | 1,981 | 7.37 | ||||
2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 4,645 | -12.34 | 357 | -4.80 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 422 | 0.00 | 42 | 51.85 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 207,713 | 29,362.84 | 20,512 | 34,664.41 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 1,902,362 | 188 | ||||||
2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 109 | 11 | ||||||
2025-07-23 | 13F | Veritas 投资伙伴(英国)有限公司 | 2,127,643 | -18.62 | 210,070 | 22.49 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-14 | 13F | 机械银行信托部 | 21,567 | -6.73 | 2,130 | 40.44 | ||||
2025-08-14 | 13F | 联信银行 | 336,570 | -3.92 | 33,236 | 44.66 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 夏威夷银行 | 14,924 | 0.00 | 1,474 | 50.61 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 3,676,024 | -0.58 | 362,989 | 49.68 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | 20,633 | 0.99 | 2,038 | 52.13 | ||||
2025-07-15 | 13F | 信诺投资公司/新 | 11,850 | -0.64 | 1 | |||||
2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 102 | 0.00 | 10 | 66.67 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 502 | 28.72 | 50 | 96.00 | ||||
2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 395,151 | 0.80 | 30,407 | 9.59 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 41,332 | -4.10 | 4,082 | 44.41 | ||||
2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 10,303 | 3.03 | 1,017 | 55.27 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 40,518 | 14.64 | 4,001 | 72.61 | ||||
2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 豪兰资本管理有限公司 | 667,628 | -1.63 | 66,036 | 47.98 | ||||
2025-06-20 | NP | RVRB - 混响 ETF | 102 | 0.00 | 8 | 0.00 | ||||
2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,216,860 | 3.58 | 109,432 | 39.87 | ||||
2025-08-14 | 13F | 南岸银行 | 28,000 | 0.06 | 2,765 | 50.68 | ||||
2025-07-11 | 13F | 韦瑟利资产管理公司 | 42,089 | -4.17 | 4,163 | 44.20 | ||||
2025-08-28 | NP | FITE - SPDR S&P Kensho 未来证券 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,508 | -43.45 | 840 | -14.81 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 49,421 | 59.36 | 5,365 | 163.72 | ||||
2025-07-31 | 13F | 麦克丹尼尔特里公司 | 408,202 | -0.31 | 40,310 | 154,934.62 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 135 | 40.62 | 13 | 116.67 | ||||
2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 421,198 | -6.86 | 32,411 | 1.26 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 2,378 | 0 | ||||||
2025-07-23 | 13F | Klp资本管理公司 | 436,724 | 6.25 | 43,187 | 59.85 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 210,997 | 36.99 | 20,836 | 106.25 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 422,799 | 12.66 | 41,751 | 69.62 | ||||
2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 4,020 | 362 | ||||||
2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 18,507 | 8.74 | 1,664 | 46.87 | ||||
2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 72,321 | -8.16 | 5,565 | -0.14 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 18,538 | 5.77 | 1,831 | 59.27 | ||||
2025-07-30 | 13F | 库克森皮尔斯公司 | 1,006,250 | -2.04 | 99,367 | 47.48 | ||||
2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,741,900 | 3.38 | 134,039 | 12.39 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,697 | 134.73 | 365 | 254.37 | ||||
2025-08-13 | 13F | 周大福资本管理有限合伙人 | 138,700 | 0.00 | 13,697 | 50.56 | ||||
2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 5,809 | -16.86 | 574 | 25.11 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 213,367 | 2.46 | 16,419 | 11.39 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 7,088,586 | 1.93 | 699,998 | 53.46 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 909,800 | 89,843 | ||||||
2025-08-13 | 13F | 汇丰控股有限公司 | 1,915,525 | -24.55 | 188,888 | 13.57 | ||||
2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 3,133 | 0.00 | 241 | 0.00 | ||||
2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 7,080 | 545 | ||||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 2,878 | 284 | ||||||
2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 271 | 0.00 | 27 | 52.94 | ||||
2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类,2017 年 1 月 31 日生效(原 A 类) | 8,606 | 40.07 | 774 | 89.00 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 34,335 | -1.84 | 2,642 | 6.75 | ||||
2025-08-12 | 13F | 萨图纳资本公司 | 7,500 | 741 | ||||||
2025-05-30 | NP | WBAT - WisdomTree 电池价值链和创新基金 NA | 116 | 9.43 | 8 | 0.00 | ||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 76,314 | 5.13 | 5,872 | 14.31 | ||||
2025-08-12 | 13F | 贝莱德公司 | 94,558,170 | -7.18 | 9,337,619 | 39.74 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 5,998 | 9.37 | 592 | 64.90 | ||||
2025-08-28 | NP | MGOAX - Victory Munder 中盘核心成长基金 A 类 | 42,440 | -25.99 | 4,191 | 11.44 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 750,024 | 2,042.93 | 74,065 | 3,127.19 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 116,094 | 77.02 | 11,598 | 158.65 | ||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 45,300 | 0.00 | 4,473 | 9.82 | ||||
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 | 1,740,362 | 9.16 | 156,511 | 47.39 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 11,749 | -55.04 | 1,160 | -32.32 | ||||
2025-07-10 | 13F | 卡德罗克资本管理公司 | 137,281 | -12.04 | 13,556 | 32.43 | ||||
2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 148,939 | 1.51 | 11,461 | 10.35 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 2,281 | -28.92 | 225 | 7.14 | ||||
2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 3,236 | 0.00 | 320 | 50.47 | ||||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 36,143 | -8.56 | 2,781 | -0.57 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 10,561 | 1.11 | 1,043 | 52.12 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 41,873 | 0.00 | 4,135 | 50.55 | ||||
2025-07-23 | 13F | 第一招商局 | 259,117 | -0.92 | 25,588 | 49.16 | ||||
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 | 1,975 | -52.24 | 195 | -28.04 | ||||
2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 69,127 | -57.79 | 6,826 | -36.45 | ||||
2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,690 | 11.51 | 364 | 67.74 | ||||
2025-08-26 | NP | GGEYX - 机构成长股票基金 | 29,626 | -2.83 | 2,926 | 46.32 | ||||
2025-07-17 | 13F | XML 金融有限责任公司 | 4,398 | 434 | ||||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 381,199 | 15.46 | 37,643 | 73.84 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 28,769 | -53.54 | 2,841 | -30.07 | ||||
2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 38,200 | 3,772 | ||||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 30,924 | 9.93 | 3,054 | 65.47 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 20,122 | -2.03 | 1,987 | 47.51 | ||||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 156 | 0.00 | 15 | 50.00 | ||||
2025-08-05 | 13F | 木兰资本顾问有限公司 | 7,721 | -2.64 | 762 | 46.54 | ||||
2025-07-25 | NP | BMSFX - MFS 混合研究中型股票基金 A | 224,223 | 29.21 | 20,164 | 74.47 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 84,693 | -3.50 | 8,363 | 45.27 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 331,976 | -11.77 | 32,783 | 32.83 | ||||
2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 150,752 | -3.93 | 11,600 | 4.44 | ||||
2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 25,233 | 0.00 | 1,942 | 8.74 | ||||
2025-06-26 | NP | 克拉夫全球股票基金 | 76,200 | 39.31 | 5,864 | 51.46 | ||||
2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 2,378 | -40.04 | 235 | -10.00 | ||||
2025-07-24 | 13F | PDS 规划公司 | 17,146 | 45.47 | 1,693 | 119.02 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 83,597 | 8,255 | ||||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 695,080 | 1.07 | 62,509 | 36.48 | ||||
2025-08-14 | 13F | 韦斯资产管理有限公司 | 386,812 | 38,198 | ||||||
2025-08-01 | 13F | 橡树林资本有限责任公司 | 8,800 | -42.07 | 869 | -12.75 | ||||
2025-08-13 | 13F | 第1832章 | 1,802,819 | 8,384.25 | 178,028 | 12,680.19 | ||||
2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 14,484 | 0.00 | 1,430 | 50.53 | ||||
2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 15,538 | -7.53 | 1,534 | 39.20 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 3,895 | -26.96 | 385 | 10.03 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 357,616 | -2.47 | 35,315 | 46.84 | ||||
2025-07-18 | 13F | Centricity 财富管理有限公司 | 1,600 | 0.00 | 158 | 51.92 | ||||
2025-08-08 | 13F | 基贝克阿尔法,LP | 2,446 | 242 | ||||||
2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 4,034 | 398 | ||||||
2025-07-24 | NP | FSKGX - 富达增长策略 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 | 45,178 | 9.98 | 4,063 | 48.52 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 548,160 | 2.13 | 54,131 | 53.77 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 175,790 | -0.12 | 17,359 | 50.37 | ||||
2025-07-14 | 13F | 农商投资公司 | 380,088 | -3.05 | 37,534 | 45.97 | ||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 24,147 | 0.24 | 2,385 | 50.98 | ||||
2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 13 | -40.91 | 1 | 0.00 | ||||
2025-07-25 | 13F | 橡树岭投资有限公司 | 8,624 | -42.56 | 852 | -13.52 | ||||
2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 138,057 | 1,690.85 | 13,633 | 2,599.60 | ||||
2025-07-17 | 13F | 宝盛财富管理 | 3,917 | 5.24 | 387 | 58.20 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 8,111 | 5.47 | 801 | 58.73 | ||||
2025-07-18 | 13F | 信托金融公司 | 262,281 | 6.51 | 25,900 | 60.36 | ||||
2025-08-11 | 13F | 展望财富顾问有限责任公司 | 6,318 | -2.58 | 624 | 46.59 | ||||
2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 1,168 | 0.00 | 115 | 51.32 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 15,598 | 17.91 | 1,540 | 77.62 | ||||
2025-08-06 | 13F | 云泰资本管理有限公司/香港 | 41,400 | 4,088 | ||||||
2025-07-15 | 13F | 财务管理专业人士公司 | 109 | 32.93 | 11 | 100.00 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 3,885 | 17.62 | 384 | 77.31 | ||||
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 | 550,897 | -43.79 | 54,401 | -15.37 | ||||
2025-07-29 | 13F | 价值观第一顾问公司 | 22,102 | -23.36 | 2,183 | 15.15 | ||||
2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 157,567 | 2.32 | 15,560 | 54.05 | ||||
2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 14,503 | -4.67 | 1,432 | 43.63 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,289 | 226 | ||||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 4,314 | 4.03 | 426 | 56.62 | ||||
2025-08-05 | 13F | 好事达公司 | 2,668 | -81.53 | 263 | -72.23 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 8,762 | 7.75 | 865 | 62.29 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 2,218 | 216 | ||||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 6,516 | 0.20 | 643 | 50.94 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 264,111 | 1.21 | 26,081 | 52.38 | ||||
2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 163,869 | -20.16 | 16,182 | 20.21 | ||||
2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 4,797 | 20.59 | 474 | 81.92 | ||||
2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 28 | -37.78 | 2 | -33.33 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 10,649 | 7.24 | 1,053 | 61.75 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 7,261 | 21.32 | 559 | 31.91 | ||||
2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 4,136 | 408 | ||||||
2025-08-13 | 13F | 麦高恩集团资产管理公司 | 9,895 | -0.81 | 977 | 49.39 | ||||
2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 3,083 | 301 | ||||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | 3,658 | -18.28 | 361 | 23.21 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 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 | 224,061 | -3.42 | 22,126 | 45.41 | ||||
2025-04-29 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 第一曼哈顿公司 | 192,518 | 3.22 | 19,043 | 55.33 | ||||
2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,561,256 | -5.99 | 351,674 | 41.54 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 731,775 | -2.88 | 72,263 | 46.23 | ||||
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 | 74,208 | 102.19 | 5,710 | 119.87 | ||||
2025-07-21 | 13F | 111资本 | 16,815 | 1,660 | ||||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 12,117 | 30.04 | 1,197 | 95.74 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 89,204 | 72.86 | 8,809 | 160.28 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 18,745 | -8.00 | 1,851 | 30.81 | ||||
2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 307,965 | -19.10 | 27,695 | 9.23 | ||||
2025-06-26 | NP | FWWFX - 富达环球基金 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 | 343,000 | 334.18 | 26,394 | 372.06 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 723 | 1,854.05 | 71 | 39.22 | ||||
2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 189,084 | -2.61 | 17,004 | 31.51 | ||||
2025-07-31 | 13F | 最佳投资顾问 | 4,203 | -0.57 | 415 | 49.82 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 10,141 | -2.75 | 1,001 | 44.24 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 13,256 | 7.34 | 1 | |||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 11,956 | -2.45 | 1,181 | 46.95 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 25,421 | 50.48 | 2,510 | 126.13 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 5,154 | -13.19 | 538 | 41.32 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 154,864 | 7.73 | 15,293 | 62.20 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 11,506 | -17.54 | 1,136 | 24.15 | ||||
2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 66,664 | 0.00 | 6,492 | 48.80 | ||||
2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 59,623 | 5.74 | 5,888 | 59.19 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 14,622 | 30.60 | 1,444 | 96.59 | ||||
2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 252,841 | 0.75 | 24,968 | 51.69 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 672,244 | -11.39 | 66,384 | 33.41 | ||||
2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 112 | 0.00 | 11 | 57.14 | ||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 195,573 | 2.90 | 19,313 | 54.92 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 186,609 | -9.82 | 18,428 | 35.77 | ||||
2025-08-12 | 13F | Ci投资公司 | 26,536 | 4.89 | 3 | 100.00 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 7,126 | 741 | ||||||
2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 102,432 | -35.84 | 10,115 | -3.40 | ||||
2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 29,842 | 2,947 | ||||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 2,309 | 51.41 | 228 | 128.00 | ||||
2025-08-06 | 13F | NVWM有限公司 | 35 | 16.67 | 3 | 200.00 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 78,506 | 114.84 | 7,617 | 213.03 | ||||
2025-08-08 | 13F | 认可投资者公司 | 11,364 | 27.81 | 1,122 | 92.45 | ||||
2025-08-14 | 13F | 跨大西洋银行 | 35 | -99.06 | 3 | -98.67 | ||||
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 | 24,682 | 73.45 | 2,437 | 161.20 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 103,716 | 10.53 | 10,244 | 66.42 | ||||
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 | 43,536 | 5.50 | 4,299 | 58.87 | ||||
2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 148,148 | -12.08 | 14,630 | 32.37 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 6,326 | 2.66 | 625 | 54.46 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 110,510 | 1.36 | 10,913 | 52.59 | ||||
2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 3,828 | -50.40 | 0 | |||||
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 | 614,492 | 0.90 | 60,681 | 51.91 | ||||
2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 21,222 | -14.60 | 1,633 | -7.11 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 143,222 | -0.88 | 14,143 | 49.23 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 139,290 | -5.78 | 14 | 44.44 | ||||
2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 38,860 | -19.12 | 2,990 | -12.06 | ||||
2025-07-11 | 13F | 贝克·查德·R | 230,339 | -0.50 | 22,746 | 49.81 | ||||
2025-08-07 | 13F | 英杰华公司 | 857,641 | 157.79 | 84,692 | 288.12 | ||||
2025-07-15 | 13F | 退休有限责任公司 | 14,709 | 156.30 | 1,453 | 280.10 | ||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 10,035 | -4.75 | 991 | 43.48 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 591 | 19.15 | 58 | 81.25 | ||||
2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 8,548 | 0.00 | 845 | 50.62 | ||||
2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 297,270 | -0.36 | 22,875 | 8.33 | ||||
2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,667,299 | 11.50 | 164,646 | 67.87 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 15,595 | 114.90 | 1,540 | 224.21 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 3,038 | -20.82 | 234 | -14.02 | ||||
2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 2,497 | 247 | ||||||
2025-08-05 | 13F | iA全球资产管理公司 | 4,610 | -84.26 | 0 | -100.00 | ||||
2025-06-18 | NP | NWJCX - 全国 Ziegler NYSE Arca Tech 100 指数基金 A 类 | 35,145 | -3.47 | 2,704 | 4.93 | ||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 290,415 | 38.09 | 22,347 | 50.13 | ||||
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 | 15,805 | 2.78 | 1,216 | 11.76 | ||||
2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 420 | -10.06 | 41 | 36.67 | ||||
2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 272,381 | 2.97 | 26,898 | 55.03 | ||||
2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 2,555 | -38.17 | 252 | -7.01 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 473,000 | 0.00 | 46,709 | 50.55 | ||||
2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 488 | 0.00 | 48 | 50.00 | ||||
2025-05-08 | 13F | 奋进私人财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | FFT财富管理有限公司 | 2,928 | 318 | ||||||
2025-07-25 | 13F | 米切尔资本管理公司 | 43,685 | -13.43 | 4,514 | 36.42 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 12,334 | -5.76 | 1,218 | 41.84 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 628,421 | 480.69 | 62,057 | 774.27 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,600 | 37.57 | 257 | 108.13 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 327,691 | 44.95 | 32,360 | 118.24 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 5,621 | 553 | ||||||
2025-08-13 | 13F | 景顺有限公司 | 7,921,545 | -13.89 | 782,253 | 29.65 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 149,660 | -4.71 | 14,779 | 43.46 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 28,285 | -24.66 | 1,855 | -28.85 | ||||
2025-08-12 | 13F | 德意志银行\ | 6,432,935 | 13.81 | 635,252 | 71.35 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 914 | -32.60 | 90 | -4.26 | ||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 1,980 | -4.07 | 196 | 44.44 | ||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 2,938 | 1.14 | 290 | 52.63 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 142,695 | 31.01 | 14,091 | 97.27 | ||||
2025-07-17 | 13F | 清洁收益集团 | 3,888 | 0.00 | 384 | 50.20 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 10,849 | 27.83 | 976 | 72.57 | ||||
2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 2,200 | 217 | ||||||
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 | 114,741 | -35.59 | 11,331 | -3.02 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 3,741 | -24.09 | 336 | 2.44 | ||||
2025-08-07 | 13F | 工厂互助保险公司 | 393,634 | 0.00 | 38,871 | 50.56 | ||||
2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 15,113 | -45.91 | 1,492 | -18.56 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,000 | 0 | ||||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 3,097 | 306 | ||||||
2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 定制索引系统有限公司 | 9,501 | -10.45 | 938 | 34.96 | ||||
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 | 100,247 | 0.00 | 9,899 | 50.56 | ||||
2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 162,600 | -9.97 | 16,057 | 35.55 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 9,405 | 7.12 | 929 | 61.39 | ||||
2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 293,403 | -3.86 | 28,974 | 44.74 | ||||
2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 7,597 | 585 | ||||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 41,300 | 4.60 | 4,078 | 57.51 | ||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 28,548 | -1.29 | 2,819 | 48.68 | ||||
2025-08-12 | 13F | MAI资本管理 | 10,749 | 132.86 | 1,062 | 251.32 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 5,730 | -20.55 | 602 | 9.87 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 719,550 | 77.72 | 71,056 | 167.58 | ||||
2025-07-15 | 13F | 肯塔基信托公司 | 1,011 | 0.00 | 100 | 50.00 | ||||
2025-07-16 | 13F | 独立财富网络公司 | 2,695 | 266 | ||||||
2025-07-25 | NP | USBSX - 基石温和基金 | 9,537 | 0.00 | 858 | 34.96 | ||||
2025-07-21 | 13F | TFG 顾问有限责任公司 | 8,595 | 0.55 | 849 | 51.43 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 8,892 | 62.50 | 878 | 131.05 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 190 | 0.00 | 19 | 50.00 | ||||
2025-08-05 | 13F | 托丽有限公司 | 96,345 | -6.97 | 9,514 | 40.08 | ||||
2025-08-07 | 13F | 商业银行 | 138,807 | -19.68 | 13,707 | 20.93 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 69 | 7 | ||||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 5,326 | 410 | ||||||
2025-07-30 | 13F | 支流资本管理有限责任公司 | 6,945 | -26.47 | 686 | 10.66 | ||||
2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 156,512 | -2.27 | 15,456 | 47.15 | ||||
2025-07-31 | 13F | 拉扎德兄弟管理公司 | 918,649 | -6.87 | 91 | 40.63 | ||||
2025-08-13 | 13F | 阿尔法家族信托 | 3,150 | 0.00 | 311 | 50.97 | ||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 3,867,434 | 201.25 | 381,909 | 353.55 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 65,606 | 6.24 | 6,479 | 59.95 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 68,379 | 14.18 | 6,731 | 70.08 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 108,663,675 | 3.55 | 10,730,538 | 55.90 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类 | 118,400 | 8.23 | 11,692 | 62.95 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 732,719 | -0.92 | 72,356 | 49.18 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 4,628 | -50.04 | 457 | -24.71 | ||||
2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 3,597 | -24.10 | 355 | 14.52 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 4,626 | 9.54 | 457 | 65.22 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 23 | 15.00 | 2 | 100.00 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 262,743 | -11.25 | 26 | 31.58 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 29,641 | 37.87 | 2,927 | 107.59 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 3,916 | 1.32 | 387 | 52.57 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 109,804 | -0.72 | 8,449 | 7.93 | ||||
2025-08-11 | 13F | 兰达斯公司 /wi /adv | 5,200 | -0.12 | 514 | 50.73 | ||||
2025-05-09 | 13F | IPG 投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 2,051 | 203 | ||||||
2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 469,928 | 32.49 | 46,405 | 99.47 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 499,125 | -4.90 | 49,289 | 43.18 | ||||
2025-08-28 | NP | Acap战略基金 | 1,321,909 | 4.84 | 130,539 | 57.85 | ||||
2025-08-05 | 13F | 机械资本公司 | 26,796 | -7.89 | 2,646 | 38.68 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 175,617 | -2.00 | 17,342 | 47.55 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 12,317 | 1.44 | 1,216 | 52.76 | ||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 6,391 | 41.39 | 492 | 53.92 | ||||
2025-08-11 | 13F | 多尔西赖特事务所 | 71,986 | 11.38 | 7,109 | 67.70 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 431,516 | -3.76 | 42,612 | 44.89 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 12,070 | 1,192 | ||||||
2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 28,495 | -5.91 | 2,193 | 2.29 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 1,716 | 8.47 | 169 | 64.08 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 5,748 | -2.11 | 568 | 47.27 | ||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 3,852 | -10.81 | 380 | 34.28 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 171,214 | -12.29 | 16,907 | 81.06 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 2,953 | 4.13 | 209 | 10.00 | ||||
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 | 11,133 | 0.00 | 1,099 | 50.55 | ||||
2025-08-29 | NP | 加贝利多媒体信托公司 | 13,000 | 0.00 | 1,284 | 50.59 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 5,353 | 530 | ||||||
2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 2,423,820 | -10.82 | 239,352 | 34.26 |