机构投资人持股和股东
Broadcom Inc. (MX:AVGO) 有 6038 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 4,363,772,167 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, Capital International Investors, Capital World Investors, VFINX - Vanguard 500 Index Fund Investor Shares, Fmr Llc, Geode Capital Management, Llc, and Jpmorgan Chase & Co .
Broadcom Inc. (BMV:AVGO)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
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel
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文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 58,115 | -2.12 | 16,019 | 61.16 | ||||
2025-08-13 | 13F | 丰业资本公司 | 491,796 | 8.99 | 135,558 | 79.42 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 8,683 | -14.15 | 2,585 | 32.84 | ||||
2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 402,306 | -3.46 | 110,896 | 58.94 | ||||
2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 13,819 | 13.87 | 3,345 | 38.22 | ||||
2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 12,872 | 3.03 | 3,548 | 69.68 | ||||
2025-07-29 | 13F | 奥布里资本管理有限公司 | 19,600 | 0.00 | 5,403 | 64.68 | ||||
2025-08-15 | 13F | CTC有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 3,420 | -5.13 | 1 | |||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 465,321 | 7.71 | 128,288 | 77.35 | ||||
2025-08-14 | 13F | 10Elms律师事务所 | 650 | 0.00 | 179 | 65.74 | ||||
2025-08-11 | 13F | 塔桥顾问 | 139,950 | -2.04 | 38,577 | 61.29 | ||||
2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 24,813 | -0.48 | 6,840 | 63.85 | ||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 11,807 | -12.65 | 2,858 | 6.05 | ||||
2025-08-25 | NP | TDIV - First Trust 纳斯达克科技股息指数基金 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 | 980,294 | -14.43 | 270,218 | 40.87 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,170 | -1.02 | 323 | 63.45 | ||||
2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 267,200 | 0.00 | 73,654 | 64.64 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 14,417 | 4.82 | 3,974 | 72.63 | ||||
2025-07-11 | 13F | Westfuller 顾问有限公司 | 781 | 215 | ||||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 746,736 | 4.29 | 205,838 | 71.71 | ||||
2025-07-29 | 13F | 赫斯律师事务所 | 170 | 142.86 | 47 | 318.18 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 7,340 | 7.47 | 2,023 | 76.99 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 2,328,813 | 27.06 | 641,937 | 109.19 | ||||
2025-08-12 | 13F | 石板石财富有限责任公司 | 13,828 | 2.05 | 4 | 50.00 | ||||
2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 83 | 730.00 | 23 | 2,100.00 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 7,522 | 6.48 | 2,073 | 75.38 | ||||
2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 1,346 | 371 | ||||||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 116 | 8.41 | 22 | -4.35 | ||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 42,009 | -23.69 | 11,580 | 25.63 | ||||
2025-07-30 | 13F | 公民与北方公司 | 6,812 | 439.35 | 1,878 | 789.57 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 1,051 | 290 | ||||||
2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,419 | 1.79 | 2,278 | 23.34 | ||||
2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 1,799 | -0.83 | 496 | 63.37 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 1,686 | 24.80 | 465 | 105.31 | ||||
2025-08-11 | 13F | Pin Oak 投资顾问公司 | 150 | 0.00 | 0 | |||||
2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 463,602 | -5.09 | 89,229 | -17.44 | ||||
2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 1,972 | 5.96 | 544 | 74.60 | ||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 23,454 | -20.07 | 5,678 | -2.99 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 8,511 | 10.05 | 2,346 | 81.30 | ||||
2025-04-17 | 13F | FNY 投资顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 7,200 | 0.00 | 1,386 | -13.06 | ||||
2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,176 | 0.00 | 9,421 | 64.63 | ||||
2025-07-22 | 13F | 艾伦贝克投资集团 | 1,800 | 0.39 | 496 | 65.33 | ||||
2025-08-12 | 13F | 联合银行 | 4,434 | -17.32 | 1,222 | 36.23 | ||||
2025-07-25 | 13F | 资产规划有限公司 | 413 | 37.67 | 114 | 126.00 | ||||
2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 1,251 | -30.77 | 345 | 13.91 | ||||
2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 57,234 | 2.85 | 15,777 | 69.32 | ||||
2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 57,765 | -20.82 | 15,923 | 30.36 | ||||
2025-08-04 | 13F | GAM控股公司 | 94,557 | -13.07 | 26,065 | 43.11 | ||||
2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 8,000 | 0.00 | 1,540 | -13.05 | ||||
2025-07-17 | 13F | HCR 财富顾问 | 12,847 | 2.63 | 3,541 | 69.02 | ||||
2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 10,171 | 2,358 | ||||||
2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 3,855 | 18.11 | 1,057 | 74.83 | ||||
2025-04-18 | 13F | 沃尔夫集团资本顾问 | 16,338 | 586.47 | 2,735 | 32.51 | ||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 55,312 | -0.88 | 15 | 66.67 | ||||
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 | 23,349 | -14.43 | 5,652 | 3.88 | ||||
2025-08-01 | 13F | 战略金融服务公司, | 1,684 | 464 | ||||||
2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 2,756 | 0.77 | 760 | 66.08 | ||||
2025-07-09 | 13F | 中央银行和信托公司 | 15,115 | 2.25 | 4,166 | 68.39 | ||||
2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 271,441 | 16.43 | 74,823 | 91.69 | ||||
2025-07-11 | 13F | 沃特弗格森金融公司 | 1,101 | 303 | ||||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 137,406 | -3.91 | 37,876 | 58.20 | ||||
2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 50,754 | -82.88 | 13,990 | -71.82 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 251,624 | 4.34 | 69,360 | 71.79 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 759,003 | -0.37 | 209,219 | 64.03 | ||||
2025-07-16 | 13F | 动机财富顾问 | 5,005 | 14.95 | 1,380 | 89.42 | ||||
2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 116,142 | -2.42 | 32,015 | 60.66 | ||||
2025-05-12 | 13F | 第一国际信托银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 3,367 | -99.78 | 928 | -99.64 | ||||
2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 106,190 | 21.67 | 29,271 | 100.32 | ||||
2025-07-31 | 13F | 红波投资有限责任公司 | 4,434 | 0.00 | 1,222 | 64.69 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 890 | 0.00 | 245 | 64.43 | ||||
2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 27,684 | 1.93 | 7,631 | 67.82 | ||||
2025-07-29 | 13F | Ifrah 金融服务公司 | 1,825 | -0.98 | 503 | 62.99 | ||||
2025-08-11 | 13F | 绿地资本管理有限公司 | 8,483 | -22.87 | 2,338 | 27.00 | ||||
2025-05-15 | 13F | 长荣资本管理有限公司 | Call | 167 | ||||||
2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 1,795 | 16.33 | 495 | 91.47 | ||||
2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 478 | 29.19 | 132 | 114.75 | ||||
2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 7,900 | 2,178 | |||||
2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 6,100 | -54.14 | 1,681 | -24.48 | |||
2025-08-05 | 13F | 韦克德有限责任公司 | 3,531 | -2.73 | 973 | |||||
2025-07-15 | 13F | Bfsg 有限公司 | 310 | -32.61 | 85 | 10.39 | ||||
2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 525,919 | 2.87 | 101,224 | -10.52 | ||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 7,278 | -1.36 | 2,006 | 62.43 | ||||
2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 175,776 | -1.81 | 48,453 | 61.65 | ||||
2025-08-26 | NP | IXN - iShares 全球科技 ETF | 927,284 | -12.92 | 255,606 | 43.37 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 308,700 | -24.32 | 85,081 | 24.65 | |||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 46 | -99.98 | 13 | -99.97 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 813,600 | -30.27 | 224,236 | 14.84 | |||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 130,313 | -3.81 | 35,921 | 58.37 | ||||
2025-07-16 | 13F | 猎鹰财富规划 | 3,788 | 16.41 | 1,044 | 91.91 | ||||
2025-07-30 | 13F | 达德利资本管理有限公司 | 15,571 | 2.47 | 4,292 | 68.71 | ||||
2025-08-14 | 13F | 光街资本管理有限公司 | 122,471 | 0.38 | 33,759 | 65.27 | ||||
2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 11,320 | -1.71 | 3,121 | 61.83 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 45,155 | 15.06 | 12,447 | 89.44 | ||||
2025-08-01 | 13F | 皮蒂投资者公司 | 3,010 | 0.00 | 830 | 64.81 | ||||
2025-07-28 | NP | VCAAX - 资产配置基金 | 11,474 | -0.11 | 2,778 | 21.27 | ||||
2025-07-28 | 13F | Eq 财富顾问有限公司 | 210 | -17.65 | 58 | 35.71 | ||||
2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 55,256 | 2.57 | 15,231 | 68.88 | ||||
2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 22,918 | 0.58 | 6,317 | 65.58 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 45,524 | -26.34 | 12,549 | 21.27 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 47,419 | 10.62 | 13,071 | 82.12 | ||||
2025-07-15 | 13F | Optima Capital LLC | 1,197 | 330 | ||||||
2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,710 | -28.14 | 11,492 | -37.49 | ||||
2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 5,480,780 | -13.10 | 1,510,777 | 43.07 | ||||
2025-07-14 | 13F | 海景资本管理公司 | 12,760 | -1.82 | 4 | 50.00 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 5,775 | 45.36 | 1,592 | 139.25 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 1,000 | -70.59 | 276 | -51.67 | |||
2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 409 | 15.21 | 113 | 89.83 | ||||
2025-07-29 | 13F | 近藤财富顾问公司 | 1,346 | 4.99 | 356 | 66.36 | ||||
2025-08-04 | 13F | Lm Kohn 公司 | 5,475 | -20.13 | 1,509 | 31.56 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 48,896 | 1.11 | 13,478 | 66.48 | ||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 7,063 | 0.10 | 1,947 | 64.86 | ||||
2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 43,313,907 | -5.54 | 11,939,478 | 55.52 | ||||
2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,393 | -13.86 | 9,052 | 4.56 | ||||
2025-05-15 | 13F | 灰鹰投资策略公司 | 280 | 0.00 | 47 | -28.12 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,227 | 5.35 | 3,095 | 73.43 | ||||
2025-05-28 | NP | MASFX - Litman Gregory Masters 另类策略基金机构类 | 109 | -89.28 | 18 | -92.34 | ||||
2025-07-16 | 13F | 第一美国银行 | 343,779 | -3.76 | 94,763 | 58.45 | ||||
2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 1,951 | 42.83 | 538 | 135.53 | ||||
2025-07-25 | NP | USBLX - 增长和税收策略基金 | 41,300 | 0.00 | 9,997 | 21.38 | ||||
2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 13,264 | -0.90 | 4 | 50.00 | ||||
2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 915 | 252 | ||||||
2025-08-13 | 13F | 哈弗福德信托公司 | 21,991 | -1.44 | 6,062 | 62.28 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 249,975 | -0.13 | 68,906 | 64.42 | ||||
2025-08-14 | 13F | 财富高治理资本有限公司 | 86,800 | 133.33 | 23,926 | 284.17 | ||||
2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 1,315 | 9.86 | 363 | 81.00 | ||||
2025-08-05 | 13F | 马里恩财富管理 | 3,744 | 15.45 | 1,032 | 90.06 | ||||
2025-08-15 | 13F | 协力金融集团有限公司 | 5,370 | -0.11 | 1,480 | 64.44 | ||||
2025-05-08 | NP | QCGDX - 量化共同基金投资者类别股票 | 7,549 | 1,264 | ||||||
2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 15,318 | 14.91 | 4 | 100.00 | ||||
2025-07-23 | 13F | 莱迪思资本管理有限公司 | 4,000 | 0.00 | 1,103 | 64.72 | ||||
2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 420 | 50.00 | 116 | 150.00 | ||||
2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 355 | -2.47 | 98 | 61.67 | ||||
2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 740 | 179 | ||||||
2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 2,333 | 13.20 | 643 | 86.09 | ||||
2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 20,658 | 0.37 | 5,694 | 65.28 | ||||
2025-08-08 | 13F | 国民年金服务 | 8,581,997 | -3.66 | 2,365,627 | 58.61 | ||||
2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 10,130 | 4.11 | 1,950 | -9.43 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 491,980 | -5.90 | 136 | 55.17 | ||||
2025-07-25 | NP | ILDR - 第一信托创新领袖 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,012 | -22.40 | 1,939 | -5.83 | ||||
2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,821 | -3.60 | 41,732 | -16.15 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 95,952 | 19.90 | 26,449 | 97.41 | ||||
2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 35 | -77.12 | 10 | -64.00 | ||||
2025-07-29 | 13F | 贸易风资本管理有限公司 | 53 | 3.92 | 15 | 75.00 | ||||
2025-08-01 | 13F | 詹姆斯投资研究公司 | 43,565 | -3.86 | 12,009 | 58.29 | ||||
2025-04-23 | 13F | 萨巴尔信托公司 | 15,418 | 77.42 | 2,581 | 28.15 | ||||
2025-07-18 | 13F | 阿米资产管理公司 | 228,763 | -5.33 | 63,059 | 55.87 | ||||
2025-07-21 | 13F | Credential证券公司 | 2,008 | -36.46 | 487 | -34.54 | ||||
2025-07-09 | 13F | 创业板资产管理有限公司 | 914 | 251 | ||||||
2025-07-18 | 13F | SMI 咨询服务有限责任公司 | 884 | 248 | ||||||
2025-07-29 | NP | MEFOX - 米汉焦点基金 | 60,090 | 0.00 | 14,546 | 21.38 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 5,526 | -71.55 | 1,493 | -54.09 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 575 | 1.41 | 158 | 68.09 | ||||
2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 1,922 | 4.12 | 530 | 71.20 | ||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 2,136 | -8.17 | 589 | 51.16 | ||||
2025-08-19 | 13F | Marex 集团 | Call | 3,400 | 937 | |||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 11,873 | 10.03 | 3,273 | 81.17 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 7,414 | 3.63 | 2,044 | 70.68 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 71,634 | 8.63 | 17,340 | 31.85 | ||||
2025-08-19 | 13F | Marex 集团 | 40,804 | 11,248 | ||||||
2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS:E 系列顾问级 | 20,000 | 0.00 | 4,841 | 21.39 | ||||
2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 7,706 | -48.63 | 1,483 | -55.32 | ||||
2025-08-04 | 13F | 费希尔基金管理有限公司 | 268,074 | -10.00 | 73,895 | 48.17 | ||||
2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 计划集团金融有限责任公司 | 11,965 | 10.83 | 3,298 | 82.51 | ||||
2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 2,229 | 36.75 | 614 | 125.74 | ||||
2025-08-05 | 13F | TSFG有限公司 | 235 | 0.43 | 0 | |||||
2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 27,813 | 37.43 | 7,667 | 126.27 | ||||
2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 19,678 | 2.82 | 5,424 | 22.27 | ||||
2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 71,082 | 54.53 | 19,594 | 154.42 | ||||
2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 23,957 | -0.87 | 6,604 | 63.20 | ||||
2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,605 | 838.60 | 442 | 1,478.57 | ||||
2025-08-05 | 13F | 瑞瑞维资本有限公司 | 1,627 | 0.00 | 448 | 64.71 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 284,839 | 9.17 | 78,516 | 79.73 | ||||
2025-08-11 | 13F | 鲍德温投资管理有限公司 | 76,307 | -3.19 | 21,034 | 59.38 | ||||
2025-08-14 | 13F | Nwi 管理有限公司 | 23,000 | 0.00 | 6 | 100.00 | ||||
2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 1,010 | 278 | ||||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 2,874 | -11.02 | 696 | 7.92 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 5,835,094 | -7.76 | 1,608,444 | 51.86 | ||||
2025-07-31 | 13F | 彼得森财富服务 | 43,397 | 0.93 | 11,962 | 66.19 | ||||
2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 11,105 | -97.54 | 3,061 | -95.96 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,672 | 33.36 | 1,563 | 119.52 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 61,604 | -2.20 | 16,981 | 61.02 | ||||
2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 24,612 | 4,802.79 | 5,958 | 5,857.00 | ||||
2025-07-18 | 13F | 明智财富管理公司 | 1,937 | 12.68 | 534 | 85.71 | ||||
2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 2,821 | -0.60 | 778 | 63.58 | ||||
2025-08-04 | 13F | KLCM 顾问公司 | 36,710 | 0.00 | 10,119 | 64.64 | ||||
2025-07-28 | 13F | 速递资本有限公司 | 6,486 | 18.01 | 1,788 | 94.24 | ||||
2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,141,919 | 1.71 | 412,255 | -11.53 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 29,069 | 121.04 | 8,013 | 264.02 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 192,190 | 10.74 | 46,523 | 34.42 | ||||
2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 40,302 | -0.15 | 11,109 | 64.41 | ||||
2025-08-12 | 13F | 格拉潘顾问有限公司 | 28,692 | 3.83 | 7,909 | 70.95 | ||||
2025-07-18 | 13F | 丘吉尔管理公司 | 287,866 | -3.16 | 79,350 | 59.43 | ||||
2025-08-14 | 13F | 轮廓资产管理有限责任公司 | 431,706 | 59.60 | 119,000 | 162.75 | ||||
2025-07-21 | 13F | 马修斯国际资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | 西切斯特资本顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 235,684 | 0.03 | 69,220 | 75.47 | ||||
2025-05-15 | 13F | 协和资产管理有限责任公司 | 2,187 | 0.32 | 405 | -20.00 | ||||
2025-08-08 | 13F | 策略财富顾问有限责任公司 | 3,094 | -31.87 | 853 | 12.11 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 18,391 | 9.84 | 5,069 | 80.84 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 1,298,584 | -6.61 | 357,955 | 53.75 | ||||
2025-07-16 | 13F | 新洞察财富顾问 | 7,360 | -14.01 | 2,029 | 41.52 | ||||
2025-07-10 | 13F | 罗克兰信托公司 | 3,726 | 22.49 | 1,027 | 101.77 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 72,746 | 78.63 | 20,053 | 194.10 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 3,000 | -31.82 | 827 | 12.23 | |||
2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 4,990 | 0.00 | 1,375 | 64.67 | ||||
2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,180,875 | -7.25 | 876,808 | 52.70 | ||||
2025-07-29 | 13F | 西塔集团有限责任公司 | 2,000 | 551 | ||||||
2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,545 | -5.21 | 426 | 56.25 | ||||
2025-07-25 | 13F | 明思投资有限公司 | 20,555 | 18.40 | 5,666 | 94.98 | ||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 43,141 | 6.46 | 10,443 | 29.23 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 4,982 | 9.28 | 1,373 | 79.95 | ||||
2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 1,426 | 55.34 | 274 | 34.98 | ||||
2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 32,562 | 14.40 | 8,976 | 86.47 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 1,787 | 4.63 | 493 | 72.63 | ||||
2025-07-09 | 13F | 凯旋资本管理公司 | 5,914 | 167.00 | 1,630 | 340.54 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 7,273 | 287.48 | 2,005 | 538.22 | ||||
2025-06-30 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 176,829 | 4.92 | 34,034 | -8.73 | ||||
2025-05-15 | 13F | 绿洲管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | 班戈储蓄银行 | 4,577 | -1.91 | 1,262 | 61.46 | ||||
2025-07-14 | 13F | 机械银行信托部 | 17,986 | -2.23 | 4,958 | 60.94 | ||||
2025-08-14 | 13F | 泛美金融顾问公司 | 25,781 | 25.36 | 7,106 | 236,766.67 | ||||
2025-07-15 | 13F | 灯塔投资咨询服务公司 | 84,121 | -8.84 | 23,188 | 50.09 | ||||
2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 2,814 | 4.38 | 776 | 71.84 | ||||
2025-08-04 | 13F | 财富管理协会有限公司 | 10,367 | 0.48 | 2,858 | 65.43 | ||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 250 | 0.00 | 69 | 65.85 | ||||
2025-05-12 | 13F | RIA 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 979 | 270 | ||||||
2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,937 | 3.08 | 35,817 | 69.70 | ||||
2025-08-14 | 13F | 红木投资管理有限公司 | 7,101 | -8.35 | 2 | 0.00 | ||||
2025-04-10 | 13F | 布雷默银行全国协会 | 5,006 | 45.27 | 838 | 5.01 | ||||
2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 336,985 | 56.43 | 92,890 | 157.54 | ||||
2025-08-05 | 13F | 里程碑资产管理有限公司 | 1,098 | -76.26 | 303 | -60.98 | ||||
2025-07-31 | 13F | 帕西蒂集团公司 | 23,205 | 2.57 | 6,397 | 68.89 | ||||
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 | 13,848 | 20.86 | 3,817 | 99.01 | ||||
2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,269,570 | 0.00 | 244,354 | -13.02 | ||||
2025-05-14 | 13F | 尼什卡玛资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-20 | NP | RVRB - 混响 ETF | 363 | 0.00 | 70 | -13.75 | ||||
2025-07-16 | 13F | FCG投资公司 | 20,956 | -7.75 | 5,777 | 51.88 | ||||
2025-08-15 | 13F | 豪兰资本管理有限公司 | 7,501 | 0.68 | 2,068 | 65.76 | ||||
2025-05-15 | 13F | 全景资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 夏威夷银行 | 31,834 | 1.74 | 8,775 | 67.53 | ||||
2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 1,646 | -48.21 | 454 | -14.85 | ||||
2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 4,875 | -3.25 | 938 | -15.80 | ||||
2025-08-22 | NP | 三洲公司 | 36,657 | -0.50 | 10,105 | 63.81 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 39,342 | -7.60 | 10,845 | 52.11 | ||||
2025-07-30 | 13F | 库克森皮尔斯公司 | 9,268 | -32.61 | 2,555 | 10.95 | ||||
2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 5,700 | -89.71 | 1,571 | -83.06 | ||||
2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 113,627 | 0.35 | 31,321 | 65.21 | ||||
2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 25,795 | -6.18 | 6,244 | 13.88 | ||||
2025-07-31 | 13F | 麦克丹尼尔特里公司 | 4,156 | -1.56 | 1,146 | |||||
2025-08-07 | 13F | 尼科莱特投资管理公司 | 1,911 | -10.53 | 1 | |||||
2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 213,494 | 1.34 | 58,850 | 66.84 | ||||
2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 15,426 | -30.52 | 3,734 | -15.65 | ||||
2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 141,960 | 204.31 | 39,131 | 401.04 | ||||
2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 2,522,841 | -7.92 | 485,571 | -19.90 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 2,084 | -8.80 | 574 | 50.26 | ||||
2025-07-16 | 13F | 子午线金融有限责任公司 | 940 | 259 | ||||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 31,279 | -40.59 | 8,622 | -2.18 | ||||
2025-08-13 | 13F | 第1832章 | 1,832,839 | 124.55 | 505,222 | 269.69 | ||||
2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 6,215 | 0.00 | 1,713 | 64.71 | ||||
2025-06-23 | NP | SMPIX - 半导体超行业深度投资者类别 | 105,958 | -23.27 | 20,394 | -33.26 | ||||
2025-07-28 | 13F | Kiker 财富管理有限公司 | 178 | -4.81 | 49 | 58.06 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 121,723 | 17.26 | 33,553 | 93.05 | ||||
2025-07-21 | 13F | 西方财务顾问有限责任公司 | 345 | 0.00 | 95 | 66.67 | ||||
2025-08-14 | 13F | 阿尔格特全球有限公司 | 54,387 | -10.81 | 15 | 40.00 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 3,280 | 1.61 | 904 | 67.41 | ||||
2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 10,775 | 42.64 | 2,608 | 73.17 | ||||
2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,759,665 | 11.76 | 485,052 | 84.00 | ||||
2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 13,368 | -26.02 | 3,236 | -10.21 | ||||
2025-07-28 | 13F | 贾格资本管理有限公司 | 120,836 | 0.87 | 33,309 | 66.07 | ||||
2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 113,811 | -12.40 | 21,905 | -23.80 | ||||
2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 8,604 | 25.84 | 2,372 | 107.26 | ||||
2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 37,390 | -6.03 | 10,307 | 54.70 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | Put | 100 | 28 | |||||
2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 100 | 0.00 | 28 | 68.75 | |||
2025-07-16 | 13F | 斯威舍金融概念公司 | 2,978 | -0.67 | 821 | 63.67 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 138,815 | -10.01 | 38,264 | 48.15 | ||||
2025-05-09 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -38,662 | -6,473 | |||||
2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,380 | -19.62 | 13,354 | -30.08 | ||||
2025-08-04 | 13F | 精明顾问公司 | 36,879 | 59.46 | 10,166 | 162.53 | ||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 4,514 | 869 | ||||||
2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 1,639 | 82.11 | 452 | 200.67 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 243,275 | 1,918.38 | 67,059 | 3,222.99 | ||||
2025-08-07 | 13F | 阿塔拉金融公司 | 5,021 | -1.84 | 1,384 | 61.68 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,058,100 | -46.43 | 291,665 | -11.80 | |||
2025-07-17 | 13F | XML 金融有限责任公司 | 10,501 | 6.17 | 2,894 | 74.76 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 87,576 | -15.27 | 16,856 | -26.30 | ||||
2025-07-17 | 13F | XML 金融有限责任公司 | Call | 200 | 55 | |||||
2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 214,440 | -0.88 | 59 | 63.89 | ||||
2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 15,121 | 9.52 | 4,168 | 80.35 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 165,350 | -8.71 | 45,579 | 50.30 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,352,200 | 7.45 | 372,734 | 76.91 | |||
2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 481,739 | 132,791 | ||||||
2025-08-01 | 13F | 普罗维登斯第一信托公司 | 744 | 205 | ||||||
2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 240,973 | -13.31 | 66,424 | 42.73 | ||||
2025-08-13 | 13F | 史密斯摩尔公司 | 8,153 | -0.78 | 2,247 | 63.42 | ||||
2025-08-04 | 13F | 罗布尔·贝尔科公司 | 133 | -8.28 | 0 | |||||
2025-04-17 | 13F | 大卫·J·伊瓦尔斯集团 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 73,022 | 7.19 | 16,929 | 48.42 | ||||
2025-06-27 | NP | AIBU - Direxion 每日人工智能和大数据牛市 2X 分享 | 1,602 | -39.89 | 308 | -47.71 | ||||
2025-07-18 | 13F | 蒙哥马利投资管理公司 | 1,383 | 0.22 | 381 | 64.94 | ||||
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 | 4,124 | -49.19 | 1,137 | -16.41 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 80,384 | -4.38 | 22,158 | 57.42 | ||||
2025-08-12 | 13F | 萨图纳资本公司 | 1,533,809 | 0.23 | 422,794 | 65.01 | ||||
2025-08-29 | NP | 埃尔斯沃斯成长与收入基金有限公司 | 19,080 | 0.00 | 5,259 | 64.65 | ||||
2025-06-26 | NP | TASHX - Transamerica 多元资产收入(原 Transamerica 战略高收入)A | 60,000 | -20.00 | 11,548 | -30.41 | ||||
2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 18,493 | -8.38 | 5,098 | 50.84 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 196 | 47 | ||||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 165,967 | 1.23 | 45,749 | 15.27 | ||||
2025-07-23 | 13F | 慢资本公司 | 200,407 | -6.46 | 55,242 | 54.00 | ||||
2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 22,900 | 18.04 | 6,312 | 94.33 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,028 | 21.95 | 283 | 100.71 | ||||
2025-08-12 | 13F | Qvr有限公司 | Put | 1,000 | 276 | |||||
2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 636 | -49.36 | 175 | -16.67 | ||||
2025-08-12 | 13F | Qvr有限公司 | 1,725 | 475 | ||||||
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 | 1,405,043 | 0.79 | 270,429 | -12.33 | ||||
2025-07-25 | 13F | 米切尔资本管理公司 | 83,008 | -7.91 | 23,519 | 55.84 | ||||
2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 2,959 | 129.74 | 816 | 279.07 | ||||
2025-07-31 | 13F | Arrien 投资公司 | 1,072 | 295 | ||||||
2025-07-30 | NP | EGGY - NestYield 动态收入 ETF | 11,715 | 89.96 | 2,836 | 130.68 | ||||
2025-07-24 | 13F | 协调金融服务有限公司 | 3,815 | -9.90 | 1,052 | 7.14 | ||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 16,490 | -0.63 | 4,545 | 63.61 | ||||
2025-07-30 | NP | EGGS - NestYield 总回报保护 ETF | 10,068 | 67.08 | 2,437 | 102.91 | ||||
2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,501 | -7.46 | 397 | 37.37 | ||||
2025-08-22 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 19,635 | 63.22 | 5,412 | 168.72 | ||||
2025-05-01 | 13F | 艾德有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 1,626,680 | 4.20 | 448,394 | 71.54 | ||||
2025-08-13 | 13F | 威利斯约翰逊公司 | 1,428 | -0.70 | 394 | 63.75 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 263,123 | 58.61 | 72,530 | 161.13 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 56,181 | 15,486 | ||||||
2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 2,404,000 | -6.79 | 662,663 | 53.46 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 132,015 | -8.49 | 36,390 | 50.65 | ||||
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 | 651,100 | -20.23 | 179,476 | 31.33 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 41,863 | 7.34 | 11,540 | 76.73 | ||||
2025-08-13 | 13F | 爱达荷信托银行 | 2,049 | -40.73 | 565 | -2.42 | ||||
2025-07-31 | 13F | 联合投资顾问有限公司 | 884 | 244 | ||||||
2025-07-09 | 13F | 帕克赛德顾问有限责任公司 | 14,815 | 21.70 | 4,084 | 100.34 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 27,914 | 1.92 | 7,694 | 67.81 | ||||
2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 14,477 | 5.88 | 3,991 | 74.31 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 726,559 | 4.88 | 200,276 | 72.67 | ||||
2025-07-14 | 13F | 财务增强集团有限责任公司 | 48,897 | -10.69 | 13,416 | 44.51 | ||||
2025-06-18 | NP | NWFAX - 全国基金A类 | 215,105 | -1.91 | 41,401 | -14.67 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 484,171 | -1.91 | 133,462 | 61.49 | ||||
2025-07-23 | 13F | 彭尼金融有限公司 | 1,000 | 276 | ||||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 346,710 | -91.08 | 95,571 | -85.31 | ||||
2025-08-13 | 13F | 莫顿社区银行 | 32,842 | -6.20 | 9,053 | 54.42 | ||||
2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 133,812 | -0.79 | 25,755 | -13.70 | ||||
2025-08-05 | 13F | 木兰资本顾问有限公司 | 14,442 | -1.51 | 3,981 | 62.12 | ||||
2025-08-12 | 13F | 奥兹克银行 | 7,791 | -0.36 | 2,148 | 64.02 | ||||
2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 107,960 | -3.80 | 29,759 | 58.38 | ||||
2025-07-29 | 13F | 美国精神管理公司/纽约 | 3,700 | 0.00 | 1,020 | 64.62 | ||||
2025-08-04 | 13F | 克利尔投资研究有限公司 | 683 | 0.00 | 188 | 64.91 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 64,620 | 4.43 | 18 | 70.00 | ||||
2025-07-16 | 13F | 赛普拉斯基金有限责任公司 | 169,111 | 0.00 | 46,615 | 64.64 | ||||
2025-08-06 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 卓越基金管理有限公司 | 106,041 | 74.66 | 29 | 180.00 | ||||
2025-07-14 | 13F | 农商投资公司 | 230,743 | -3.66 | 63,604 | 58.62 | ||||
2025-07-29 | 13F | 财富流顾问公司 | 4,929 | 21.19 | 1,359 | 99.41 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 11,964,387 | -8.34 | 3,298,948 | 51.66 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Put | 236,000 | 65,094 | |||||
2025-06-27 | NP | SOXL - Direxion 每日半导体牛市 3 倍股票 | 2,867,074 | -10.69 | 551,826 | -22.32 | ||||
2025-08-05 | 13F | 好事达公司 | 8,916 | -94.19 | 2,458 | -90.43 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 340,700 | 28.91 | 94 | 111.36 | ||||
2025-06-27 | NP | WFH - Direxion 在家工作 ETF | 2,712 | -25.78 | 522 | -35.52 | ||||
2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 925 | -48.75 | 178 | -55.39 | ||||
2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 111,170 | 24.95 | 30,644 | 99.66 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 1,000 | -60.00 | 276 | -34.21 | |||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 21,195 | 21.92 | 5,842 | 100.76 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 90,098 | 6.19 | 24,835 | 74.83 | ||||
2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 4,019 | 13.15 | 1,108 | 86.36 | ||||
2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 5,877 | 4.54 | 1,621 | 72.16 | ||||
2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 947 | 261 | ||||||
2025-07-29 | 13F | 港口资产规划有限公司 | 460 | 127 | ||||||
2025-08-13 | 13F | 莫内科顾问有限责任公司 | 16,121 | 3.67 | 4,444 | 70.69 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 1,164 | -24.61 | 321 | 24.03 | ||||
2025-07-16 | 13F | Prakash 投资顾问有限公司 | 11,460 | -1.38 | 1,919 | -1.39 | ||||
2025-07-31 | 13F | 梅森联合公司 | 6,054 | -0.84 | 1,669 | 63.21 | ||||
2025-08-04 | 13F | 卡雷特资产管理有限公司 | 28,162 | -2.72 | 7,763 | 60.14 | ||||
2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 51,172 | 2.51 | 14,106 | 68.78 | ||||
2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 21,434 | 1.84 | 5,908 | 67.70 | ||||
2025-07-18 | 13F | Bridge Generations 财富管理有限责任公司 | 19 | 0.00 | 5 | 66.67 | ||||
2025-07-09 | 13F | 企业银行 | 24,699 | -0.66 | 6,808 | 63.58 | ||||
2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 19,268 | -10.26 | 5,311 | 47.77 | ||||
2025-07-22 | 13F | HRC财富管理有限公司 | 1,327 | 0.61 | 366 | 65.91 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 10,556,885 | 3.08 | 2,909,896 | 69.72 | ||||
2025-07-16 | 13F | BOS 资产管理有限责任公司 | 6,013 | 4.34 | 1,657 | 71.89 | ||||
2025-07-15 | 13F | 亲和财富管理有限公司 | 4,012 | -0.42 | 1,106 | 63.95 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 22,800 | 10.11 | 6,280 | 66.82 | ||||
2025-08-13 | 13F | 定制索引系统有限公司 | 10,271 | 29.34 | 2,831 | 113.02 | ||||
2025-08-26 | NP | NQGAX - Nuveen NWQ 全球股票收益基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,444 | -14.26 | 4,808 | 41.16 | ||||
2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 676,148 | 15.90 | 186,380 | 90.82 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 268,161 | 14.61 | 73,919 | 88.69 | ||||
2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 2,100 | -50.31 | 579 | -18.25 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 32,309 | 32.94 | 8,906 | 118.87 | ||||
2025-07-23 | 13F | 吉尔德投资管理公司 | 5,600 | 0.00 | 1,544 | 64.67 | ||||
2025-07-28 | 13F | J.Safra资产管理公司 | 11,991 | 12.32 | 3,230 | 80.69 | ||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | 99,841 | -0.31 | 27,521 | 64.14 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 1,405 | 18.27 | 387 | 95.45 | ||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | Call | 35,000 | -30.00 | 9,648 | 15.24 | |||
2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,348 | 7.00 | 810 | 29.81 | ||||
2025-08-12 | 13F/A | 科扎德资产管理公司 | 88,178 | -6.81 | 24,306 | 53.43 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 202,653 | 4.56 | 49,056 | 26.91 | ||||
2025-08-07 | 13F | 辛辛那提金融公司 | 1,724,909 | 0.00 | 475,471 | 64.64 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 41,188 | 486.06 | 11,353 | 865.39 | ||||
2025-06-17 | 13F | Ridgepath资本管理有限公司 | 1,712 | 0.00 | 287 | -27.78 | ||||
2025-07-22 | 13F | 爱荷华州立银行 | 18,272 | 1.51 | 5,037 | 67.14 | ||||
2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 1,007 | 0 | ||||||
2025-08-14 | 13F | 医生金融服务公司 | 16,255 | 2.52 | 4 | 100.00 | ||||
2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 11,027 | 6.40 | 3,023 | 74.24 | ||||
2025-07-15 | 13F | 第一城市资本管理公司 | 1,723 | -0.40 | 475 | 64.01 | ||||
2025-07-29 | 13F | 有志者有限公司 | 11,080 | 7.10 | 3,054 | 76.33 | ||||
2025-07-08 | 13F | 赎金咨询有限公司 | 90 | 0.00 | 25 | 60.00 | ||||
2025-07-17 | 13F | 斯托克曼财富管理公司 | 1,575 | -0.88 | 434 | 63.16 | ||||
2025-07-02 | 13F | 克拉姆利联合公司 | 10,053 | -8.33 | 2,771 | 50.93 | ||||
2025-07-31 | 13F | 180 财富顾问有限公司 | 61,974 | -3.54 | 17,083 | 58.82 | ||||
2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 4,836 | 0.00 | 1,171 | 21.37 | ||||
2025-08-12 | 13F | 新英格兰退休计划公司 | 15,893 | 1.91 | 4,381 | 67.75 | ||||
2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 20,103 | 18.12 | 4,866 | 43.37 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 18,945 | 93.30 | 5,222 | 218.41 | ||||
2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 77,147 | -78.94 | 21,200 | -65.44 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,577,899 | -6.91 | 435 | 52.82 | ||||
2025-08-12 | 13F | 金融倡导者投资管理 | 10,503 | -47.40 | 2,895 | -13.41 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -26 | -7 | |||||
2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 17,746 | 5.84 | 4,892 | 74.24 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,401 | -4.42 | 10,861 | 57.37 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 69,599 | -1.80 | 19,185 | 61.67 | ||||
2025-08-14 | 13F | 阿莱特资本管理有限公司 | 10,000 | 0.00 | 2,756 | 64.64 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 370,837 | 15.57 | 102,221 | 69.32 | ||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 69,678 | -11.23 | 16,867 | 7.75 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 2,544 | -35.95 | 701 | 5.41 | ||||
2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,931,897 | 9.62 | 808,177 | 80.48 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 115,007 | 11.46 | 31,702 | 83.50 | ||||
2025-08-13 | 13F | 新斯科舍银行信托公司 | 2,070 | 0.10 | 571 | 64.74 | ||||
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 | 25,777 | 73.31 | 7,105 | 185.34 | ||||
2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 39,435 | 6.14 | 10,870 | 74.76 | ||||
2025-08-13 | 13F | 橡子顾问有限责任公司 | 4,904 | 17.21 | 1 | |||||
2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 6,526 | -35.89 | 1,580 | -22.22 | ||||
2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 873 | -78.51 | 211 | -73.95 | ||||
2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 1,688 | 46.91 | 465 | 142.19 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 386,417 | -8.18 | 106,516 | 51.17 | ||||
2025-07-15 | 13F | ACT 顾问有限责任公司。 | 2,239 | 15.00 | 617 | 89.85 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 3,120 | 0.10 | 860 | 65.07 | ||||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 48,398 | 2.15 | 13,341 | 68.18 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 29,438 | -23.52 | 8,115 | 25.92 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 204,798 | -0.15 | 56,453 | 64.38 | ||||
2025-07-25 | 13F | 狮子街顾问有限责任公司 | 3,719 | -4.81 | 1,025 | 56.73 | ||||
2025-08-04 | 13F | 七月的一天有限责任公司 | 1,828 | 13.54 | 504 | 86.99 | ||||
2025-08-14 | 13F | 马拉松资本管理公司 | 1,455 | 2.11 | 401 | 68.49 | ||||
2025-07-30 | 13F | 怀特灯塔投资管理公司 | 2,206 | 8.88 | 608 | 79.35 | ||||
2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 9,534 | 158.72 | 2,628 | 325.77 | ||||
2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 11,094 | 35.71 | 3,058 | 123.54 | ||||
2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 7,467 | 13.55 | 1,437 | -1.24 | ||||
2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 91,927 | 15.54 | 25,340 | 90.23 | ||||
2025-08-05 | 13F | 康纳布尔办公公司 | 21,432 | 6.11 | 5,908 | 74.71 | ||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 373,175 | -20.21 | 102,866 | 31.36 | ||||
2025-07-16 | 13F | Embree金融集团 | 2,189 | 11.74 | 603 | 84.40 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 119,936 | 2.37 | 33,061 | 68.54 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 13,211 | 0.70 | 3,642 | 65.80 | ||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 141,800 | 1.30 | 39,087 | 66.77 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 22,964 | 11.52 | 6,330 | 83.64 | ||||
2025-07-15 | 13F | IMS资本管理公司 | 10,495 | -10.83 | 2,893 | 46.80 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 268,141 | -13.35 | 73,913 | 42.66 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 5,319,800 | -7.43 | 1,466,403 | 52.40 | |||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 6,042,500 | -7.16 | 1,665,615 | 52.84 | |||
2025-07-22 | 13F | 伯杰金融集团公司 | 10,283 | -0.87 | 2,834 | 63.25 | ||||
2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 89 | -59.55 | 25 | -33.33 | ||||
2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 3,014 | 0.00 | 730 | 21.30 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 15,474 | 7.00 | 4,265 | 76.17 | ||||
2025-08-06 | 13F | Raelipskie 合伙公司 | 8,395 | 0.00 | 2,314 | 64.70 | ||||
2025-07-17 | 13F | 遗产财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 20,130 | 0.00 | 3,874 | -13.02 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,601 | -5.38 | 308 | -17.65 | ||||
2025-08-13 | 13F | Trustmark 国家银行信托部 | 36,611 | -0.88 | 10,092 | 63.18 | ||||
2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 160,820 | 0.97 | 38,930 | 22.55 | ||||
2025-08-05 | 13F | 纳维利有限公司 | 10,662 | -8.79 | 2,939 | 50.18 | ||||
2025-07-02 | 13F | 海伦·斯蒂芬斯集团有限责任公司 | 1,091 | 301 | ||||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 198,866 | -1.56 | 54,817 | 62.07 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 357,842 | -0.40 | 86,623 | 20.89 | ||||
2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 14,626 | 5.73 | 4,032 | 69.73 | ||||
2025-06-26 | NP | FDLO - 富达低波动因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 149,140 | 28,705 | ||||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 210,989 | 29.24 | 58,159 | 112.79 | ||||
2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 2,125 | -5.97 | 586 | 54.76 | ||||
2025-08-08 | 13F | 格林资本管理有限公司 | 218 | -9.92 | 60 | 50.00 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 11,101 | -8.29 | 3,060 | 50.99 | ||||
2025-08-14 | 13F | 道富银行 | 185,276,987 | 0.47 | 51,071,601 | 65.42 | ||||
2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 16,580 | -23.91 | 2,776 | -45.07 | ||||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 5,773 | 53.41 | 1,604 | 154.60 | ||||
2025-08-13 | 13F | 尊贵退休有限公司 | 2,000 | 0.00 | 551 | 64.97 | ||||
2025-06-30 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Main Street Fund C 类 | 1,059,562 | -5.86 | 203,934 | -18.11 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 423,552 | -8.18 | 116,752 | 51.17 | ||||
2025-07-17 | 13F | 联合资本管理有限公司 | 1,214 | -5.01 | 335 | 56.81 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 869 | 240 | ||||||
2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 1,495 | -4.29 | 0 | |||||
2025-07-15 | 13F | GSB 财富管理有限责任公司 | 1,003 | 276 | ||||||
2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 103 | -1,571.43 | ||||||
2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 6,161 | -58.02 | 1,186 | -63.50 | ||||
2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 10,566 | -15.33 | 2,913 | 39.40 | ||||
2025-08-04 | 13F | JDM 金融集团有限责任公司 | 398 | 21.34 | 110 | 101.85 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 241,135 | 14.05 | 58,372 | 38.43 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 305,952 | 24.28 | 84,336 | 103.95 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 4,620 | 35.68 | 1,118 | 64.65 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 343,883 | 66.19 | 83,244 | 101.72 | ||||
2025-08-11 | 13F | 顾问资源委员会 | 4,770 | -77.05 | 1,315 | -52.25 | ||||
2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 4,096,666 | -0.18 | 788,485 | -13.17 | ||||
2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 11,770 | 4.62 | 3,244 | 72.28 | ||||
2025-08-08 | 13F | POM 投资策略有限责任公司 | 5,345 | 9,618.18 | 1,473 | 16,266.67 | ||||
2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 355 | -24.95 | 98 | 22.78 | ||||
2025-08-28 | NP | SAMM - Strategas 宏观动量 ETF | 1,914 | 528 | ||||||
2025-07-25 | 13F | 基纳财务规划有限责任公司 | 890 | 0.00 | 0 | |||||
2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 25,598 | 1.01 | 7,056 | 66.30 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 105,460 | 7.48 | 29,070 | 76.95 | ||||
2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 8,985 | -7.00 | 2,477 | 53.12 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 14,761 | 16.98 | 3,266 | 52.47 | ||||
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 | 187,500 | -5.54 | 45,388 | 14.66 | ||||
2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 77,800 | -80.48 | 21,446 | -67.87 | ||||
2025-07-14 | 13F | 查平戴维斯公司 | 25,452 | 79.01 | 7,016 | 194.75 | ||||
2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 5,150 | 0.00 | 1,420 | 64.62 | ||||
2025-08-12 | 13F | PKS 咨询服务有限公司 | 4,033 | 1.20 | 1,112 | 66.57 | ||||
2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 9,019 | -5.05 | 2,486 | 56.35 | ||||
2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 13,505 | 8.00 | 2,599 | -6.04 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 952 | 221 | ||||||
2025-08-08 | 13F | 先锋信托银行 不适用/或 | 1,982 | 0.00 | 546 | 64.95 | ||||
2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 77,860 | 0.00 | 21,462 | 64.64 | ||||
2025-06-26 | NP | XT - iShares 指数技术 ETF | 89,407 | -0.38 | 17,208 | -13.34 | ||||
2025-07-07 | 13F | 俄克拉荷马州信托公司 | 8,244 | -36.49 | 2,272 | 4.56 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 233 | 10.43 | 0 | |||||
2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 408,559 | 0.31 | 112,619 | 65.15 | ||||
2025-08-25 | NP | PPTAX - Virtus KAR 全球优质股息基金 A 类 | 2,119 | 0.00 | 584 | 64.97 | ||||
2025-08-08 | 13F | 财富四分卫有限责任公司 | 1,938 | 5.67 | 534 | 73.94 | ||||
2025-08-11 | 13F | 泰格石资本有限公司 | 5,449 | 1,662 | ||||||
2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 1,099 | 0.00 | 303 | 64.13 | ||||
2025-07-15 | 13F | 北区资本管理有限责任公司 | 3,336 | 0.00 | 920 | 64.70 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 1,415,801 | -0.02 | 390,266 | 64.60 | ||||
2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 137,912 | 0.00 | 26,544 | -13.02 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 700 | 135 | ||||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 2,718,980 | 3.10 | 769,350 | 74.24 | ||||
2025-07-18 | 13F | 北极星集团有限公司 | 2,934 | 4.04 | 809 | 71.19 | ||||
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 | 20,599 | 0.98 | 3,965 | -12.16 | ||||
2025-08-14 | 13F | 普罗米索斯资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 21,523 | -9.29 | 5,933 | 49.35 | ||||
2025-07-02 | 13F | 多利弗顾问有限合伙人 | 13,506 | -0.20 | 3,723 | 64.37 | ||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 21,100 | 1.62 | 3,533 | -26.62 | ||||
2025-07-17 | 13F | 生成投资管理有限公司 | 44,719 | -63.77 | 12,327 | -40.36 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 56,815 | 14.46 | 15,659 | 88.44 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-15 | NP | KMVAX - Kirr、马尔巴赫合作伙伴价值基金 | 32,116 | -22.69 | 8,853 | 27.28 | ||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,371 | 378 | ||||||
2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 65,472 | 3.06 | 18,047 | 69.68 | ||||
2025-08-25 | NP | CIBR - First Trust 纳斯达克网络安全 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,133,999 | -4.91 | 863,887 | 56.55 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 22,239 | 30.40 | 6,130 | 114.71 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 73,500 | -35.30 | 20,260 | 6.52 | |||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 52,417 | 43.22 | 6,032 | -1.57 | ||||
2025-07-16 | 13F | 阿马里洛国家银行 | 860 | 237 | ||||||
2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 16,250 | -3.50 | 4,479 | 58.89 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 66,596 | 0.98 | 12,818 | -12.16 | ||||
2025-08-08 | 13F | 账户银行信托部 | 52,583 | 1,603.92 | 14,495 | 2,708.91 | ||||
2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 8,983 | -15.91 | 2,477 | 38.38 | ||||
2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 6,044 | 1,664 | ||||||
2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 774,517 | 12.59 | 187,487 | 36.66 | ||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 721,185 | 152.38 | 138,806 | 119.53 | ||||
2025-08-13 | 13F | 泰康资产管理(香港)有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 17,114 | -10.45 | 4,717 | 47.45 | ||||
2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 8,399 | -5.09 | 1,617 | -17.47 | ||||
2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 18,826 | -14.02 | 5,189 | 41.58 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 231,230 | 27.17 | 63,739 | 109.38 | ||||
2025-07-31 | 13F | 普伦投资管理有限责任公司 | 2,943 | -2.23 | 811 | 61.23 | ||||
2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 756 | 208 | ||||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 21,782,519 | 6.19 | 6,004,537 | 73.09 | ||||
2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 16,329 | 14.09 | 4,501 | 87.85 | ||||
2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 5,387 | -14.79 | 1,485 | 40.26 | ||||
2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 25,714 | 8.75 | 7,088 | 79.04 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 161,331 | 2.68 | 44,471 | 69.05 | ||||
2025-08-04 | 13F | 影响合伙财富有限责任公司 | 6,258 | -11.15 | 1,725 | 46.23 | ||||
2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 17,070 | 64.13 | 2,858 | 18.54 | ||||
2025-08-13 | 13F | 尼科莱特银行股份公司 | 4,076 | 36.09 | 1,124 | 124.15 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 495,730 | -3.33 | 136,648 | 59.15 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 麦克雷资本管理公司 | 1,000 | 276 | ||||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 62,620 | 2.11 | 17,261 | 68.12 | ||||
2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 543 | 26.57 | 150 | 109.86 | ||||
2025-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 米林顿财务顾问有限责任公司 | 716 | 203 | ||||||
2025-07-31 | 13F | 阿拉马尔资本管理有限责任公司 | 1,680 | 0.00 | 463 | 64.77 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 14,067 | 105.39 | 3,405 | 149.45 | ||||
2025-06-27 | NP | TMAT - 主要主题创新ETF | 17,352 | 1.40 | 3,340 | -11.81 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,630 | 0.74 | 449 | 66.30 | ||||
2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 77,822 | 29.35 | 21,452 | 112.98 | ||||
2025-08-14 | 13F | 核心第一银行与信托 | 70 | 19 | ||||||
2025-08-14 | 13F | 高盛集团公司 | Put | 2,649,600 | -30.33 | 730,362 | 14.70 | |||
2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 755 | -84.54 | 208 | -74.54 | ||||
2025-08-14 | 13F | 高盛集团公司 | 37,134,782 | 34.20 | 10,236,203 | 120.95 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 1,928,300 | 406.38 | 531,536 | 733.69 | |||
2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 2,822 | 722.74 | 778 | 1,216.95 | ||||
2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 271,207 | 0.04 | 52,199 | -12.98 | ||||
2025-07-02 | 13F | 霍华德金融服务有限公司 | 14,204 | 0.08 | 3,915 | 64.77 | ||||
2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 2,895 | 22.67 | 798 | 102.03 | ||||
2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 122,699 | -0.32 | 33,822 | 64.11 | ||||
2025-08-08 | 13F | 布里克利财富管理 | 986 | 272 | ||||||
2025-08-14 | 13F | 制造商人寿保险公司 | 4,735,046 | 4.46 | 1,305,165 | 71.95 | ||||
2025-08-08 | 13F | 第1776章 | 3,099 | 3.33 | 854 | 70.12 | ||||
2025-07-16 | 13F | 诺维姆集团 | 33,431 | -0.17 | 9,216 | 64.38 | ||||
2025-05-15 | 13F | Shellback 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 28,039 | 24.22 | 7,729 | 104.50 | ||||
2025-08-27 | 13F | 塞内卡财务顾问有限责任公司 | 1,010 | 278 | ||||||
2025-07-23 | 13F | 高注财富有限责任公司 | 2,040 | -3.04 | 562 | 59.66 | ||||
2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 643,277 | 1.26 | 177,319 | 66.70 | ||||
2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 16,042 | -3.52 | 3,883 | 17.13 | ||||
2025-08-25 | NP | 美国基金保险系列-新世界基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210,647 | -4.59 | 58,065 | 57.07 | ||||
2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 470,017 | 113,777 | ||||||
2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 36,297 | 0.00 | 10,005 | 64.64 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 奥尔良资本管理公司/la | 2,475 | 682 | ||||||
2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 195 | 0.00 | 54 | 65.63 | ||||
2025-07-29 | 13F | 弗拉文金融服务有限公司 | 875 | 241 | ||||||
2025-07-21 | 13F | 中心星资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 26,565 | -22.02 | 7,323 | 28.39 | ||||
2025-07-14 | 13F | Capital CS 集团有限责任公司 | 2,290 | 631 | ||||||
2025-08-12 | 13F | 埃利财务管理公司 | 22,542 | -2.41 | 6,214 | 59.64 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 8,911 | -27.29 | 2,456 | 19.69 | ||||
2025-08-04 | 13F | Arbor 资本管理公司 /adv | 9,431 | 7.32 | 2,733 | 84.35 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 47,001 | 13.41 | 12,956 | 86.73 | ||||
2025-07-15 | 13F | 马塞科律师事务所 | 122 | 34 | ||||||
2025-07-25 | 13F | 格里芬资产管理公司 | 18,396 | -1.50 | 5,071 | 62.14 | ||||
2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 680 | 6.25 | 187 | 74.77 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A2 系列 | 8,594 | -6.16 | 2,369 | 54.47 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 204,774 | 0.22 | 56,446 | 65.01 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 359,214 | 5.50 | 99,017 | 73.70 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心成长基金 | 4,471 | -3.52 | 1,232 | 58.97 | ||||
2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 469 | -27.51 | 114 | -12.40 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 69,912 | 9.96 | 19,271 | 81.05 | ||||
2025-05-14 | 13F | 一河资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 94,800 | -72.81 | 26,132 | -55.23 | |||
2025-08-13 | 13F | 团结财富有限责任公司 | 7,021 | 1,935 | ||||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 389,669 | -11.42 | 107,412 | 50.77 | ||||
2025-08-12 | 13F | NFP 退休公司 | 2,655 | 13.75 | 732 | 87.44 | ||||
2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 61,436 | -22.94 | 16,935 | 26.87 | ||||
2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 26,779 | 4.45 | 7,382 | 71.97 | ||||
2025-08-04 | 13F | Noesis资本管理公司 | 1,190 | -20.72 | 328 | 30.68 | ||||
2025-08-06 | 13F | 神剑管理公司 | 7,221 | -1.86 | 1,990 | 61.66 | ||||
2025-07-21 | 13F | Pflug Koory 有限责任公司 | 405 | 15.71 | 112 | 91.38 | ||||
2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 6,724 | -3.04 | 1,853 | 59.60 | ||||
2025-07-17 | 13F | 查塔姆资本集团有限公司 | 6,970 | -0.71 | 1,921 | 63.49 | ||||
2025-07-31 | 13F | Rational 顾问有限公司 | 4,691 | -0.28 | 1,293 | 64.29 | ||||
2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 476,141 | 15.85 | 131,248 | 90.73 | ||||
2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 968,782 | 28.47 | 267,045 | 111.51 | ||||
2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 243,715 | -6.66 | 67,180 | 53.67 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 威尔公司 | 2,920 | 0.00 | 805 | 64.75 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 101,623 | 14.27 | 28,012 | 33.58 | ||||
2025-04-01 | 13F | 中心资产管理有限责任公司 | 28,637 | 5 | ||||||
2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 3,682 | 166.81 | 1,015 | 340.87 | ||||
2025-08-14 | 13F | 挑战者财富管理 | 8,270 | 136.02 | 2,280 | 288.91 | ||||
2025-05-15 | 13F | Meridiem资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | 福斯特集团有限公司 | 6,585 | 11.40 | 1,815 | 83.52 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 2,870 | -68.78 | 1 | -100.00 | ||||
2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 1,219 | 336 | ||||||
2025-07-11 | 13F | BDF-管理 | 120,968 | -1.31 | 33,345 | 62.48 | ||||
2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 1,091 | -68.99 | 0 | |||||
2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 572,085 | -11.25 | 157,695 | 46.11 | ||||
2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 1,375,434 | -0.44 | 264,730 | -13.40 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 78,426 | -1.11 | 21,618 | 62.82 | ||||
2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 41,903 | 11,551 | ||||||
2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 7,329 | 26.30 | 2,020 | 108.03 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions 有限责任公司 | 88,388 | 807.01 | 24,364 | 1,393.81 | ||||
2025-07-29 | 13F | FLC资本顾问公司 | 3,286 | 0.18 | 906 | 64.85 | ||||
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 | 2,389,157 | 1.30 | 658,571 | 66.78 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 1,744,900 | -29.62 | 480,982 | 15.87 | |||
2025-08-13 | 13F | 奥西亚姆 | 1,496,783 | 1,780.05 | 412,588 | 2,995.42 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 1,325,300 | -35.10 | 365,319 | 6.85 | |||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 67,882 | 16.43 | 13,065 | 1.28 | ||||
2025-05-15 | 13F | 离子资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 迈克尔和苏珊戴尔基金会 | 638,545 | 0.00 | 176,015 | 64.64 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 208 | 74.79 | 57 | 159.09 | ||||
2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 48,819 | 20.90 | 11,818 | 46.76 | ||||
2025-08-05 | 13F | 顾问首选有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Semmax 财务顾问公司 | 803 | 0.00 | 245 | 46.11 | ||||
2025-08-12 | 13F | 巴尔盖纳公司 | 4,030,369 | -7.12 | 1,110,971 | 52.92 | ||||
2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 84,075 | -14.45 | 16,182 | -25.59 | ||||
2025-07-07 | 13F | 奥康纳金融集团有限责任公司 | 1,515 | 11.73 | 417 | 83.26 | ||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 23,850 | -2.54 | 6,574 | 60.46 | ||||
2025-07-23 | 13F | Avantra 家庭财富有限公司 | 7,461 | 4.39 | 2,057 | 71.91 | ||||
2025-07-30 | NP | BCGDX - 蓝色当前全球股息基金机构类别 | 11,150 | 0.00 | 2,699 | 21.41 | ||||
2025-08-22 | NP | FMAGX - 富达麦哲伦基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,284,700 | -3.19 | 1,732,378 | 59.38 | ||||
2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 2,662 | 0.19 | 734 | 65.09 | ||||
2025-07-11 | 13F | 先锋资本财富顾问 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,079 | -1.22 | 2,503 | 62.68 | ||||
2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 1,104 | 6.15 | 298 | 48.50 | ||||
2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 110,814 | -1.56 | 30,546 | 62.07 | ||||
2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 22,677 | -3.86 | 5,489 | 16.71 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 11,177,064 | -14.12 | 3,080,958 | 41.40 | ||||
2025-07-25 | NP | XPND - First Trust 扩展技术 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,516 | -27.34 | 1,335 | -11.82 | ||||
2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 644 | 0.00 | 178 | 65.42 | ||||
2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 455 | 13.75 | 125 | 89.39 | ||||
2025-08-28 | 13F | 汇添富资产管理有限公司 | 136,754 | -18.27 | 37,696 | 34.56 | ||||
2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-25 | NP | ADOIX - AXS 动态机会基金 I 类股票 | 2,465 | 679 | ||||||
2025-06-25 | NP | WGFCX - 富国银行成长基金 C 类 | 547,119 | 24.83 | 105,304 | 8.58 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 41,836 | 813.45 | 11,269 | 1,355.81 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 2,742,700 | 5.33 | 738,746 | 67.75 | |||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 158,186 | 3.78 | 38,292 | 25.97 | ||||
2025-08-04 | 13F | 肖尔茨公司 | 4,234 | 0.43 | 1,167 | 65.53 | ||||
2025-08-13 | 13F | 资本顾问有限公司/纽约州 | 800 | 221 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 2,147,800 | 11.78 | 578,510 | 78.03 | |||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 59,922 | -6.05 | 14,505 | 14.04 | ||||
2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 1,422,450 | -0.94 | 392,098 | 63.09 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 1,011 | 279 | ||||||
2025-07-29 | NP | GLRY - Inspire Faithward Mid Cap Momentum ESG ETF | 12,771 | -7.88 | 3,091 | 11.83 | ||||
2025-06-30 | NP | LCEAX - 景顺多元化股息基金 A 类 | 443,442 | 23.37 | 85,349 | 7.31 | ||||
2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 5,338 | 35.48 | 1,471 | 123.22 | ||||
2025-08-08 | 13F | 费尔班克斯资本管理公司 | 33,048 | 6.28 | 9,110 | 74.97 | ||||
2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 42,171 | -42.24 | 8,117 | -49.76 | ||||
2025-08-11 | 13F | 斯通里奇投资合伙公司 | 14,310 | 0.00 | 4 | 50.00 | ||||
2025-06-27 | NP | GDIV - Harbour 股息增长领先 ETF | 80,682 | -12.20 | 15,529 | -23.63 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 73,623 | -34.95 | 20,294 | 7.10 | ||||
2025-07-16 | 13F | 肯尼科特资本管理有限公司 | 730 | 201 | ||||||
2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 157,932 | -0.06 | 43,534 | 64.55 | ||||
2025-08-04 | 13F | 莱德亚德国家银行 | 140,912 | -1.32 | 38,842 | 62.46 | ||||
2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 755 | 208 | ||||||
2025-07-23 | NP | CHPS - Xtrackers 半导体精选股票 ETF | 1,440 | -0.89 | 349 | 20.42 | ||||
2025-08-07 | 13F | 资本财富规划有限责任公司 | 16,171 | 182.71 | 4,458 | 365.73 | ||||
2025-07-15 | 13F | 马丁资本顾问有限公司 | 986 | 272 | ||||||
2025-07-24 | NP | ARAAX - Horizon Active Risk Assist 基金顾问类 | 9,113 | -33.70 | 2,206 | -19.55 | ||||
2025-05-13 | 13F | 肖点资本合伙公司 | 107,675 | -9.04 | 18,028 | -34.31 | ||||
2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 11 | 0.00 | 3 | 200.00 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,799 | -55.84 | 549 | -17.94 | ||||
2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 4,004 | 43.00 | 1,104 | 135.68 | ||||
2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 参议员投资集团有限合伙人 | 150,000 | -15.61 | 41,348 | 38.94 | ||||
2025-08-27 | NP | BBTIX - Bridge Builder 税务管理国际股票基金 | 6,910 | 0.00 | 1,905 | 64.71 | ||||
2025-06-27 | NP | CAGEX - Calamos 全球股票基金 A 类 | 5,030 | -45.97 | 968 | -53.01 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 80,069 | 14.56 | 22,071 | 88.61 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 268 | 482.61 | 74 | 942.86 | ||||
2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 2,356 | -8.82 | 649 | 50.23 | ||||
2025-08-01 | 13F | 克拉克资产管理有限公司 | 1,846 | -13.37 | 509 | 42.70 | ||||
2025-07-08 | 13F | 化学财富管理有限责任公司 | 2,672 | 8.79 | 737 | 79.08 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 250,873 | -13.63 | 69,153 | 42.19 | ||||
2025-07-11 | 13F | 四城投资集团有限责任公司 | 7,017 | 4.03 | 1,934 | 71.30 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 1,204 | 1.52 | 332 | 67.17 | ||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 14,446 | -2.83 | 3,982 | 59.94 | ||||
2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 251,416 | 1.90 | 48,390 | -11.36 | ||||
2025-08-29 | NP | 加贝利股权信托公司 | 6,650 | 3.10 | 1,833 | 69.88 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 47,008 | 11,379 | ||||||
2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 67,900 | 0.00 | 16,437 | 21.38 | ||||
2025-07-31 | 13F | 地层财富顾问有限责任公司 | 2,079 | 67.39 | 573 | 176.81 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 5,486,950 | -0.02 | 1,512,478 | 64.61 | ||||
2025-07-31 | 13F | Fedenia 顾问有限公司 | 8,067 | 248.62 | 2,224 | 474.42 | ||||
2025-08-14 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 1,100 | 303 | ||||||
2025-07-29 | NP | PARWX - Parnassus Endeavor 基金投资者股票 | 372,260 | -26.06 | 102,613 | 21.73 | ||||
2025-07-30 | 13F | 雅各布森资本管理公司 | 9,248 | 11.13 | 2,549 | 82.99 | ||||
2025-07-10 | 13F | 信号顾问财富有限责任公司 | 9,636 | 83.02 | 2,656 | 201.48 | ||||
2025-08-13 | 13F | 丹尔财富管理有限公司 | 806 | 252 | ||||||
2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 553 | 19.18 | 152 | 97.40 | ||||
2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 1,889,674 | -2.16 | 520,889 | 61.07 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 1,967,543 | 2.58 | 542,353 | 68.88 | ||||
2025-07-16 | 13F | 全球财富管理有限责任公司 | 750 | 207 | ||||||
2025-07-29 | 13F | 德多拉资本公司 | 25,459 | 2.61 | 7,018 | 68.92 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:B1 系列 | 15,004 | 4,136 | ||||||
2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 12,765 | -4.20 | 3,519 | 57.76 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 344,306 | 20.53 | 66,269 | 4.84 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 384,673 | 118.44 | 106,035 | 259.64 | ||||
2025-07-18 | NP | MAIPX - MAI 机构管理波动基金 | 26,470 | 10.89 | 6,408 | 34.60 | ||||
2025-07-17 | 13F | 海岸线信托公司 | 5,320 | -13.11 | 1,466 | 43.02 | ||||
2025-07-23 | 13F | 温德尔财富有限责任公司 | 30,575 | 1.21 | 8,428 | 66.64 | ||||
2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 30,593 | 61.36 | 8,433 | 165.66 | ||||
2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 604,120 | 16.90 | 146,239 | 41.90 | ||||
2025-07-22 | 13F | 红龟有限责任公司 | 636 | 10.42 | 175 | 82.29 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -9,671 | 18.39 | -2,666 | 94.95 | |||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 35,273 | -60.00 | 6,789 | -65.21 | ||||
2025-07-24 | NP | HASAX - Horizon 主动资产配置基金顾问级 | 1,258 | -93.20 | 305 | -91.76 | ||||
2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 201,681 | -3.93 | 55,593 | 58.17 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 1,700 | -82.11 | 469 | -70.57 | |||
2025-08-12 | 13F | 集中财富管理 | 5,186 | 3.25 | 1,429 | 70.12 | ||||
2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 870,403 | 2.62 | 239,927 | 68.94 | ||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 312,206 | -11.73 | 86 | 45.76 | ||||
2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 79,597 | -43.43 | 15,320 | -50.79 | ||||
2025-07-23 | 13F | 霍尔资本管理公司 | 4,181 | 4.26 | 1,152 | 71.68 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 36,528 | 14.34 | 7,031 | -0.54 | ||||
2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 6,887 | -4.07 | 1,899 | 57.90 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 179 | 2.87 | 34 | -10.53 | ||||
2025-08-14 | 13F | 恒指导金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 3,109 | 55.61 | 857 | 156.59 | ||||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 342,952 | 21.28 | 83,018 | 47.21 | ||||
2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 1,786 | 1.82 | 492 | 67.92 | ||||
2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 242,050 | -0.02 | 66,721 | 64.60 | ||||
2025-08-13 | 13F | 玛亚财富有限责任公司 | 7,395 | 118.21 | 2,039 | 237.42 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 13,214 | 12.09 | 3,199 | 36.03 | ||||
2025-08-25 | NP | FTXL - 第一信托纳斯达克半导体 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 | 94,336 | -7.93 | 26,004 | 51.58 | ||||
2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 5,097 | 14.08 | 1,405 | 87.70 | ||||
2025-08-12 | 13F | FCA 公司 /tx | 11,076 | 2.12 | 3,053 | 68.21 | ||||
2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 98,766 | -0.29 | 27,225 | 64.16 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 26,780 | 12.29 | 7,382 | 84.85 | ||||
2025-08-12 | 13F | 雅典娜投资管理公司 | 5,944 | -10.08 | 1,638 | 48.10 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 70 | 19 | ||||||
2025-08-13 | 13F | 纽约州共同退休基金 | 5,627,268 | -0.80 | 1,551 | 63.44 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 9,459 | -32.81 | 2,607 | 10.61 | ||||
2025-07-25 | 13F | 一级顾问公司 | 1,154 | 0 | ||||||
2025-08-27 | 13F | 巴恩斯财富管理集团 | 1,264 | -1.17 | 348 | 62.62 | ||||
2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 16,672 | -19.37 | 4,036 | -2.13 | ||||
2025-08-04 | 13F | 三角帆信托基金 | 57,641 | 0.81 | 15,889 | 65.97 | ||||
2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 724,082 | -12.36 | 139,364 | -23.77 | ||||
2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 1,807 | 0 | ||||||
2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 27,375 | 10.28 | 7,546 | 81.57 | ||||
2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 64,338 | -7.17 | 17,735 | 52.84 | ||||
2025-08-05 | 13F | 核心另类资本 | 3,717 | -69.00 | 1,025 | -48.98 | ||||
2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 2,287 | 47.36 | 630 | 143.24 | ||||
2025-07-24 | 13F | 奋进私人财富有限公司 | 5,315 | -4.18 | 1,465 | 57.87 | ||||
2025-07-29 | 13F | 百丽资本国际有限公司 | 3,515 | -14.58 | 969 | 40.70 | ||||
2025-07-14 | 13F | 种子财富管理公司 | 9,080 | 8.35 | 2,503 | 78.33 | ||||
2025-07-31 | 13F | Perissos 私人财富管理有限公司 | 908 | 250 | ||||||
2025-07-30 | NP | FILFX - 战略顾问国际基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,738 | -46.14 | 11,314 | -34.63 | ||||
2025-07-29 | NP | PRBLX - Parnassus 核心股票基金投资者股票 | 3,337,777 | -0.30 | 920,058 | 64.14 | ||||
2025-06-25 | NP | LEGAX - 哥伦比亚大盘成长基金 A 类 | 681,631 | -2.85 | 131,194 | -15.49 | ||||
2025-07-10 | 13F | 杰克逊广场资本有限公司 | 85,697 | 2.76 | 23,622 | 69.19 | ||||
2025-08-13 | 13F | 托德资产管理有限公司 | 245,806 | -0.95 | 67,757 | 63.08 | ||||
2025-06-18 | NP | NWHOX - 国家贝拉德科技科学基金A类 | 5,127 | 987 | ||||||
2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 6,900 | 1,328 | ||||||
2025-07-23 | 13F | BankPlus 信托部 | 3,013 | 13.36 | 831 | 86.52 | ||||
2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 60,634 | 48.65 | 16,714 | 144.74 | ||||
2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 66,057 | -0.96 | 18,209 | 63.05 | ||||
2025-08-14 | 13F | EDENTREE资产管理有限公司 | 2,800 | -40.43 | 772 | -1.91 | ||||
2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 1,613 | 3.80 | 445 | 70.77 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 5,894 | 11.38 | 1,625 | 83.30 | ||||
2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 2,562 | -0.47 | 706 | 64.19 | ||||
2025-08-05 | 13F | 太平洋财富策略集团有限公司 | 770 | 226 | ||||||
2025-07-31 | 13F | Topsail财富管理有限责任公司 | 1,592 | -6.30 | 439 | 54.23 | ||||
2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,408,274 | 5.58 | 2,042,091 | 73.83 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 192,864 | 22.29 | 53,162 | 101.34 | ||||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 肯尼迪资本管理公司 | 35,836 | -15.08 | 9,878 | 39.82 | ||||
2025-07-09 | 13F | Mfg 财富管理有限公司 | 10,467 | 60.49 | 2,885 | 164.44 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 7,458 | 4.19 | 2,056 | 71.54 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 3,000 | 827 | |||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 5,727,824 | 7.67 | 1,578,875 | 77.27 | ||||
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 | 328,909 | 3.10 | 79,619 | 25.15 | ||||
2025-08-07 | 13F/A | 工商信用 | Put | 1,500 | 0.00 | 413 | 64.54 | |||
2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 4,792 | -6.77 | 1,321 | 53.49 | ||||
2025-07-28 | 13F | 佩廷加财务顾问有限责任公司 | 2,683 | 2.72 | 740 | 69.11 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,078,010 | 0.18 | 297,153 | 64.93 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 477,832 | 1.74 | 131,714 | 67.50 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 133,466,643 | 2.47 | 36,790,080 | 68.71 | ||||
2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 101 | -8.18 | 28 | 50.00 | ||||
2025-07-24 | NP | FMILX - 富达新千年基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 388,000 | 41.09 | 93,923 | 71.26 | ||||
2025-07-18 | 13F | 社区银行与信托,德克萨斯州韦科 | 24,270 | -1.20 | 7 | 50.00 | ||||
2025-08-14 | 13F | Kinetic Partners 管理有限合伙人 | 393,311 | -46.81 | 108,416 | -12.44 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 1,911,560 | 0.37 | 526,922 | 65.24 | ||||
2025-07-11 | 13F | 鹰湾顾问有限责任公司 | 2,121 | -5.73 | 585 | 55.32 | ||||
2025-08-04 | 13F | FRG 家族财富顾问有限责任公司 | 96,178 | 1.07 | 26,512 | 66.40 | ||||
2025-08-12 | 13F | 泰林格资本有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-12 | 13F | 泰林格资本有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-06-30 | NP | CAMLX - 国会大型成长基金零售类别 | 55,000 | 0.00 | 10,586 | -13.02 | ||||
2025-07-14 | 13F | 战略规划集团有限责任公司 | 27,744 | 22.64 | 7,648 | 101.93 | ||||
2025-08-12 | 13F | 马文和帕尔默联合公司 | 11,350 | 3,129 | ||||||
2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,979 | 24.00 | 3,626 | 50.48 | ||||
2025-08-14 | 13F | 嘉实投资服务有限公司 | 8,709 | -45.19 | 2,401 | -9.77 | ||||
2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 1,856,073 | 0.86 | 511,627 | 66.05 | ||||
2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 239,634 | 9.37 | 66,055 | 80.06 | ||||
2025-05-09 | 13F | Bravias 资本集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 14,493 | -55.74 | 2,789 | -61.51 | ||||
2025-08-14 | 13F | 全球战略顾问有限责任公司 | 50,978 | 6.05 | 14,052 | 74.60 | ||||
2025-08-13 | 13F | 金沙资本管理有限公司 | 1,843,327 | 29.73 | 508,113 | 113.59 | ||||
2025-07-16 | 13F | 百利宫资本管理有限公司 | 3,263 | -13.08 | 900 | 43.15 | ||||
2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 16 | 0.00 | 3 | 0.00 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 15,932 | 1.81 | 4,392 | 67.66 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 331,988 | -2.16 | 91,512 | 61.09 | ||||
2025-08-14 | 13F | 谢尔曼资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 5,109 | -15.41 | 1,408 | 39.27 | ||||
2025-06-18 | NP | LCLG - Logan Capital Broad 创新增长 ETF | 17,816 | -0.35 | 3,429 | -13.30 | ||||
2025-07-22 | 13F | 独特的财富有限责任公司 | 1,165 | 321 | ||||||
2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 177 | 0.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | Park Capital Management, LLC/WI | 4,308 | 88.29 | 1,187 | 209.92 | ||||
2025-07-22 | NP | GITIX - 高盛科技机会基金机构 | 140,254 | -9.33 | 33,951 | 10.06 | ||||
2025-07-22 | 13F | 铁马财富管理有限公司 | 427 | 0.00 | 118 | 64.79 | ||||
2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 1,761 | 485 | ||||||
2025-07-17 | 13F | 西德卢瑟福有限公司 | 3,393 | -2.16 | 935 | 50.81 | ||||
2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 7,590 | 8.43 | 1,837 | 31.59 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 3,592 | 34.63 | 990 | 121.97 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 21,834 | 9.43 | 6,019 | 80.18 | ||||
2025-06-30 | NP | CAML - 国会大盘成长 ETF | 35,500 | 26.16 | 6,833 | 9.73 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 3,203 | 3.93 | 883 | 71.12 | ||||
2025-08-14 | 13F | Bamco Inc /纽约/ | 529,935 | 3.49 | 146,077 | 70.38 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 3,025 | 14.02 | 834 | 87.61 | ||||
2025-08-05 | 13F | 百富勤资产顾问公司 | 2,538 | -15.26 | 700 | 49.68 | ||||
2025-08-05 | 13F | 森伯斯特金融集团有限责任公司 | 1,901 | 11.82 | 524 | 84.15 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 51,114 | 783.87 | 14,090 | 1,355.48 | ||||
2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 3,775 | 8.32 | 1,041 | 78.39 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:B1 系列 | 5,161 | 1,423 | ||||||
2025-05-29 | NP | SSVSX - 胜利特别价值基金 A 类 | 3,628 | -9.32 | 607 | -34.52 | ||||
2025-07-29 | 13F | 沙漏资本有限公司 | 21,045 | 3.21 | 5,801 | 69.97 | ||||
2025-07-17 | 13F | G&S资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 597,200 | 4.74 | 114,943 | -8.90 | ||||
2025-08-14 | 13F | 模拟世纪管理公司 | 377,093 | -16.39 | 103,946 | 37.65 | ||||
2025-07-11 | 13F | 赖特投资者服务公司 | 39,981 | -3.45 | 11,021 | 58.95 | ||||
2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 2,234 | -5.86 | 616 | 54.91 | ||||
2025-08-07 | 13F | 策略资产管理公司 | 105,176 | -15.54 | 28,992 | 39.06 | ||||
2025-07-31 | 13F | 洞察财富合作伙伴有限责任公司 | 7,512 | 4.62 | 2,071 | 72.21 | ||||
2025-07-30 | 13F | 博伊特 CF 大卫 | 28,750 | 0.00 | 7,925 | 64.64 | ||||
2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 75,312 | 15.54 | 14,495 | 0.51 | ||||
2025-08-04 | 13F | 沙漠互利管理员 | 9,250 | 0.00 | 2,550 | 64.66 | ||||
2025-07-28 | NP | EAFGX - 伊顿万斯聚焦增长机会基金 A 类 | 28,979 | 13.69 | 7,015 | 37.99 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 224 | 9.80 | 43 | -4.44 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 6,376 | 6.96 | 1,758 | 76.05 | ||||
2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 65,258 | 54.08 | 12,560 | 34.03 | ||||
2025-07-25 | 13F | 航点财富顾问 | 5,837 | 27.00 | 1,609 | 109.10 | ||||
2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 4,029 | -17.76 | 775 | -28.51 | ||||
2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 25,335 | -0.42 | 6,984 | 63.96 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 1,208,729 | 0.29 | 333 | 65.67 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 757,234 | 0.52 | 208 | 69.11 | ||||
2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 9,600 | 66.58 | 2,646 | 174.48 | ||||
2025-08-28 | NP | Lord Abbett SERIES FUND INC - 债券-债券投资组合 VC 级 | 2,255 | 622 | ||||||
2025-08-12 | 13F | 泛微咨询集团 | 3,204 | 0.22 | 883 | 65.05 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 177,997 | -7.81 | 49,065 | 51.78 | ||||
2025-09-11 | 13F | 硅谷资本合伙人 | 76,572 | -6.13 | 21,107 | 52.99 | ||||
2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 1,567 | 17.20 | 432 | 93.72 | ||||
2025-07-21 | 13F | 机械金融公司 | 2,103 | 4.73 | 580 | 72.32 | ||||
2025-04-30 | 13F | 阿里奥斯资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 霍兰证券公司 | 4,463 | 9.07 | 1,230 | 79.56 | ||||
2025-08-14 | 13F | 船尾福赛斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 244,270 | -16.07 | 47,015 | -26.99 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 2,088 | -10.62 | 576 | 47.06 | ||||
2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 197,808 | -7.95 | 38,072 | -19.93 | ||||
2025-07-18 | 13F | RKL财富管理有限责任公司 | 4,078 | -5.18 | 1,124 | 55.97 | ||||
2025-07-22 | 13F | 传统 CG 有限责任公司 | 25,590 | -2.90 | 7,054 | 59.86 | ||||
2025-07-22 | NP | GSIIX - 高盛机构股票收益基金 | 12,988 | 3,144 | ||||||
2025-08-14 | 13F | 卡登萨资本有限公司 | 72,654 | -60.79 | 20,027 | -35.44 | ||||
2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 8,196 | 0.00 | 2,259 | 64.65 | ||||
2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 11,070 | -3.69 | 3,051 | 58.58 | ||||
2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 4,186 | 8.25 | 1,154 | 78.21 | ||||
2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 14,315 | 21.06 | 3,946 | 99.34 | ||||
2025-08-11 | 13F | Ironsides 资产顾问有限责任公司 | 2,244 | -7.81 | 619 | 51.84 | ||||
2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 221,584 | 3.73 | 61,080 | 70.78 | ||||
2025-08-12 | 13F | 绝对资本管理有限责任公司 | 1,024 | 282 | ||||||
2025-07-11 | 13F | 国会公园资本有限责任公司 | 4,115 | -4.41 | 1,134 | 57.50 | ||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,947 | 9.68 | 812 | 80.85 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 45,807 | 6.13 | 12,627 | 74.73 | ||||
2025-08-13 | 13F | 加纳资产管理公司 | 15,326 | -9.99 | 4,225 | 48.21 | ||||
2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 7,100 | 1,957 | |||||
2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 3,500 | 965 | |||||
2025-08-28 | NP | HHDFX - Hamlin 高股息股票基金机构类别股票 | 358,498 | 1.99 | 98,820 | 67.91 | ||||
2025-07-02 | 13F | 沃勒财务规划集团公司 | 1,209 | -36.50 | 333 | 4.72 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 731,374 | -6.10 | 201,603 | 54.60 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 11,077 | 1.04 | 3,053 | 66.38 | ||||
2025-08-13 | 13F | 基尔特霍林有限责任公司 | 4,201 | -0.24 | 1,158 | 32.49 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 21,492 | -3.17 | 5,924 | 59.42 | ||||
2025-08-25 | NP | GK - AdvisorShares Gerber Kawasaki ETF | 5,537 | 8.89 | 1,526 | 79.32 | ||||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 68,765 | -3.33 | 18,955 | 59.17 | ||||
2025-08-14 | 13F | 家族管理公司 | Put | 2,600 | 0.00 | 717 | 64.60 | |||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 2,315,849 | 15.66 | 638,364 | 90.42 | ||||
2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 2,390 | -16.14 | 460 | -26.98 | ||||
2025-08-14 | 13F | 家族管理公司 | 6,360 | -4.76 | 1,753 | 56.80 | ||||
2025-07-16 | 13F | 雷尼尔家族财富公司 | 11,768 | 2.91 | 3,244 | 69.44 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 5,911 | -0.27 | 1,431 | 20.98 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 267,326 | -0.22 | 64,712 | 21.11 | ||||
2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 9,222 | -2.42 | 2,542 | 60.68 | ||||
2025-09-02 | 13F | Pvg资产管理公司 | 2,874 | 119.39 | 792 | 261.64 | ||||
2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 803,000 | 50.94 | 154,553 | 31.29 | ||||
2025-06-26 | NP | TWQAX - 泛美大盘价值 A | 152,129 | -5.08 | 29,280 | -17.44 | ||||
2025-07-15 | 13F | 亚伯勒资本有限责任公司 | 295,503 | 0.00 | 81,455 | 64.64 | ||||
2025-07-02 | 13F | Lvm资本管理有限公司/mi | 268,133 | -3.87 | 74 | 58.70 | ||||
2025-07-31 | 13F | 长景资产管理有限公司 | 739 | 204 | ||||||
2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 4,504 | -5.12 | 1,242 | 56.30 | ||||
2025-08-01 | 13F | Wincap金融有限责任公司 | 4,494 | -7.72 | 1,239 | 51.90 | ||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 108,576 | -2.06 | 29,929 | 61.24 | ||||
2025-07-10 | 13F | 温伯格资产管理公司 | 1,584 | -0.31 | 437 | 63.91 | ||||
2025-08-25 | NP | 伊顿万斯风险管理多元化股票收益基金 | 86,487 | 2.04 | 23,840 | 67.99 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 22,259 | 49.24 | 6,136 | 145.69 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 24,944 | 8.01 | 6,901 | 78.50 | ||||
2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 5,427 | 14.83 | 1,496 | 89.00 | ||||
2025-08-01 | 13F | 佩特拉金融顾问公司 | 5,302 | 126.19 | 1,462 | 272.70 | ||||
2025-08-13 | 13F | 埃尔格森资本管理公司 | 3,880 | 0.00 | 1,070 | 64.71 | ||||
2025-08-13 | 13F | bLong Financial, LLC | 9,142 | 0.55 | 2,520 | 65.57 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 7,909 | 10.51 | 218,012 | 81.94 | |||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 11,314,354 | 12.20 | 3,118,802 | 84.73 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 19,932 | -14.68 | 549,426 | 40.46 | |||
2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 33,869 | -8.72 | 8,199 | 10.80 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 15,707 | 10.51 | 4,330 | 81.97 | ||||
2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,164,882 | -4.41 | 596,750 | 57.38 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 43,855 | 8.48 | 12,089 | 78.61 | ||||
2025-07-22 | NP | GSTIX - 高盛机构战略增长基金 | 30,380 | -17.88 | 7,354 | -0.31 | ||||
2025-08-27 | NP | CHASX - 大通成长基金 N 类 | 10,573 | -3.03 | 2,914 | 59.67 | ||||
2025-08-14 | 13F | 遗产财富管理有限公司 | 8,577 | -0.07 | 2,364 | 64.51 | ||||
2025-07-17 | 13F | 峰会金融策略公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 105,400 | 27.91 | 20,286 | 11.27 | ||||
2025-07-09 | 13F | 终身财富顾问有限公司 | 760 | 209 | ||||||
2025-07-31 | 13F | LJI 财富管理有限责任公司 | 3,760 | -1.75 | 1,036 | 61.88 | ||||
2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 5,347 | -0.93 | 1,474 | 63.12 | ||||
2025-08-08 | 13F | 包装管理公司 | 19,057 | -1.99 | 5,253 | 61.38 | ||||
2025-08-28 | NP | CNAV-莫尔公司导航 ETF | 4,715 | 0.00 | 1,300 | 0.00 | ||||
2025-07-11 | 13F | 平博银行公司 | 2,281 | 6.99 | 629 | 76.40 | ||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - | 17,012 | 3.30 | 4,118 | 25.40 | ||||
2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 28,126 | 14.87 | 7,753 | 89.12 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 98,632 | 30.58 | 27,188 | 114.98 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 17,449 | 5.94 | 5,190 | 64.83 | ||||
2025-07-31 | 13F | 海峡健全财富管理有限公司 | 7,068 | -2.08 | 1,948 | 61.26 | ||||
2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 5 | 0.00 | 1 | |||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 94,172 | 15.41 | 25,958 | 90.02 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 149,336 | 4.10 | 41,165 | 71.38 | ||||
2025-07-09 | 13F | 生活方式资产管理公司 | 2,707 | -6.49 | 746 | 54.13 | ||||
2025-07-24 | 13F | 强塔咨询服务 | 18,571 | 1.52 | 5,119 | 81.59 | ||||
2025-07-28 | 13F | Nvest金融有限责任公司 | 1,024 | 282 | ||||||
2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 4,646 | -21.05 | 1,281 | 29.95 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 1,092 | 301 | ||||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 1,327 | 7.54 | 321 | 30.49 | ||||
2025-07-18 | 13F | 联合规划公司 | 69,333 | -4.04 | 19,112 | 57.98 | ||||
2025-07-30 | 13F | 达戴维森公司 | 850,542 | 23.86 | 234,452 | 103.92 | ||||
2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 301,860 | 83,208 | ||||||
2025-08-08 | 13F | 安联保险 | 171,818 | -4.25 | 47,362 | 57.64 | ||||
2025-08-14 | 13F | 新英格兰资产管理公司 | 17,740 | 0.45 | 4,890 | 65.43 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-09 | 13F | StrongBox 财富有限责任公司 | 32,301 | 0.51 | 8,904 | 65.48 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 20,415 | -7.31 | 5,597 | 51.80 | ||||
2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 12,704 | 30.97 | 3,502 | 115.58 | ||||
2025-07-18 | 13F | 九十一英国有限公司 | 4,102,194 | 24.62 | 1,130,770 | 105.17 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 621,413 | 4.07 | 171,293 | 70.04 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 78,004 | 0.70 | 21,502 | 65.74 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 13,654 | 18.84 | 3,764 | 95.68 | ||||
2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 12,049 | 1.91 | 3,321 | 67.81 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 537,093 | 15.21 | 148,049 | 89.68 | ||||
2025-08-11 | 13F | 花旗集团 | Call | 1,063,800 | 32.35 | 293,236 | 117.89 | |||
2025-08-11 | 13F | 花旗集团 | 10,126,493 | -4.95 | 2,791,368 | 56.49 | ||||
2025-08-11 | 13F | 花旗集团 | Put | 2,437,300 | 68.04 | 671,842 | 176.66 | |||
2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 62,628 | 37.97 | 15,160 | 67.48 | ||||
2025-08-14 | 13F | 选择股权集团,有限合伙人 | 360,274 | 1,445.11 | 99,310 | 2,444.43 | ||||
2025-05-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Call | 900 | -88.89 | 248 | -81.71 | |||
2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Put | 12,100 | 157.45 | 3,335 | 324.30 | |||
2025-06-11 | NP | KTCIX - DWS科技基金机构班 | 430,746 | -23.64 | 82,906 | -33.58 | ||||
2025-07-14 | 13F | 马里兰资本顾问公司 | 2,977 | 52.67 | 821 | 151.53 | ||||
2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 275 | -88.22 | 76 | -80.77 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 30,914 | -6.85 | 8,521 | 53.37 | ||||
2025-07-16 | 13F | 伦道夫公司 | 393,722 | 0.41 | 108,529 | 65.32 | ||||
2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 1,328 | 366 | ||||||
2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,159 | 7.94 | 1,146 | 77.67 | ||||
2025-08-19 | NP | DAVPX - 达文波特核心基金 | 123,087 | 2.99 | 33,929 | 69.56 | ||||
2025-06-23 | NP | OTPIX - 纳斯达克 100 深度投资者类别 | 12,635 | -13.98 | 2,432 | -25.20 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 58,798 | 112.72 | 16,208 | 250.27 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 29,798 | 0.06 | 8,214 | 64.75 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 290,799 | -11.92 | 80,159 | 45.01 | ||||
2025-07-29 | 13F | 积极财富管理 | 2,035 | 5.33 | 561 | 73.37 | ||||
2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 3,820 | 1.49 | 1,053 | 67.14 | ||||
2025-07-10 | 13F | 财务管理网络公司 | 2,588 | -5.34 | 712 | 69.12 | ||||
2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 299 | -71.11 | 82 | -52.60 | ||||
2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 23,107 | 123.58 | 6,369 | 268.15 | ||||
2025-07-24 | NP | BlackRock Funds II - 贝莱德全球股息投资组合机构股票 | 158,427 | 6.98 | 38,350 | 29.86 | ||||
2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,386,105 | 4.42 | 266,784 | -9.17 | ||||
2025-08-01 | 13F | Equita 金融网络公司 | 1,021 | 281 | ||||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 1,153,007 | 23.09 | 317,826 | 102.64 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 116,378 | -3.52 | 32,080 | 58.85 | ||||
2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 25,601 | -13.64 | 4,927 | -24.88 | ||||
2025-08-14 | 13F | 维也纳资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 41 | 11 | ||||||
2025-08-12 | 13F | 运行点资本顾问有限责任公司 | 4,608 | -3.01 | 1,270 | 59.75 | ||||
2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 334,452 | 9.46 | 92,192 | 80.21 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 141,188 | -28.71 | 38,918 | 17.36 | ||||
2025-04-28 | 13F | 博尔德财富顾问有限责任公司 | 5,810 | 1.17 | 973 | -26.97 | ||||
2025-07-15 | 13F | 主流资本管理有限公司 | 3,032 | -4.02 | 836 | 58.14 | ||||
2025-08-13 | 13F | 铁路养老金投资有限公司 | 365,192 | -14.17 | 100,665 | 41.30 | ||||
2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 3,694 | -4.15 | 1,018 | 57.83 | ||||
2025-08-13 | 13F | Qtron 投资有限责任公司 | 55,084 | 0.00 | 15,184 | 64.64 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 1,532,355 | 1.47 | 422,394 | 67.06 | ||||
2025-07-15 | 13F | 佩恩·戴维斯·麦克法兰公司 | 955 | 263 | ||||||
2025-08-14 | 13F/A | 佩里特资本管理公司 | 46 | 0.00 | 13 | 71.43 | ||||
2025-08-11 | 13F | 遗产顾问有限责任公司 | 13,651 | 3,763 | ||||||
2025-08-14 | 13F | BTG Pactual SA 银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 102,521 | -1.26 | 19,732 | -14.11 | ||||
2025-07-23 | 13F | 分水岭私人财富有限责任公司 | 2,900 | 0.00 | 799 | 64.74 | ||||
2025-07-29 | NP | FMCX - FMC Excelsior Focus 股票 ETF | 21,147 | -0.77 | 5,119 | 20.45 | ||||
2025-07-16 | 13F | TCI 财富顾问公司 | 5,560 | 5.66 | 1,533 | 74.09 | ||||
2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 16,757 | 28.36 | 4,619 | 111.40 | ||||
2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 665 | -10.01 | 0 | |||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 45,487 | 2.43 | 13 | 71.43 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 50,961 | -28.33 | 14,039 | 17.92 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 239,192 | 15.43 | 57,901 | 40.11 | ||||
2025-06-27 | NP | POAGX - PRIMECAP 奥德赛激进增长基金 | 128,970 | -8.69 | 24,823 | -20.58 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 4,544 | -23.09 | 1,253 | 26.59 | ||||
2025-07-25 | NP | CTCAX - 哥伦比亚全球科技增长基金 A 类 | 1,141,428 | -2.62 | 276,305 | 18.20 | ||||
2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 5,705 | -5.66 | 1,573 | 55.34 | ||||
2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 107,355 | -4.46 | 29,592 | 57.29 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 44,436 | -1.02 | 12,249 | 62.96 | ||||
2025-08-29 | NP | GGCAX - Gamco 成长基金 A 类 | 173,000 | 13.07 | 47,687 | 86.16 | ||||
2025-07-28 | NP | VCIGX - 股息价值基金 | 31,002 | -13.16 | 7,505 | 5.41 | ||||
2025-08-29 | NP | EGFIX - Edgewood 成长基金机构类别股票 | 3,089,743 | 851,688 | ||||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 5,399 | -15.71 | 1,488 | 38.81 | ||||
2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 5,130 | -11.55 | 1,414 | 45.52 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 1,967 | 8.79 | 379 | -5.50 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 21,410 | 29.66 | 4,121 | 12.78 | ||||
2025-08-29 | NP | NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund 零售类别股票 | 10,000 | 0.00 | 2,756 | 64.64 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Mission Creek 资本合伙公司 | 34,607 | -4.14 | 9,540 | 57.83 | ||||
2025-07-09 | 13F | 克拉鲁斯财富顾问 | 1,130 | -58.46 | 307 | -38.97 | ||||
2025-04-30 | 13F | 索福斯投资公司 | 210 | 20,900.00 | 35 | 3,400.00 | ||||
2025-07-02 | 13F | 第一金融银行-信托部 | 37,314 | 9.97 | 10,286 | 81.07 | ||||
2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 8,194 | 2.27 | 2,259 | 68.38 | ||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 100,037 | 7.93 | 27,575 | 77.70 | ||||
2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 22,220,284 | -13.07 | 4,276,738 | -24.38 | ||||
2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 5,299 | 1.32 | 1,461 | 66.86 | ||||
2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,448 | -28.79 | 4,534 | 17.22 | ||||
2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 14,773 | 31.61 | 4,457 | 137.15 | ||||
2025-08-07 | 13F | 坚决顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 长弓金融公司 | 77,856 | -50.03 | 21,461 | -17.74 | ||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 77,639 | -10.23 | 21,401 | 47.80 | ||||
2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 48,811 | -2.86 | 13,455 | 59.94 | ||||
2025-08-27 | NP | HDCAX - Rational Equity Armor 基金 A 类股票 | 3,539 | -24.77 | 976 | 23.89 | ||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 2,466 | -34.52 | 680 | 7.78 | ||||
2025-06-26 | NP | TDFAX - 泛美股息聚焦 A | 24,471 | -6.35 | 4,710 | -18.54 | ||||
2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 8,019 | 12.86 | 2,210 | 85.87 | ||||
2025-08-01 | 13F | 梅希尔资本有限责任公司 | 6,730 | 9.41 | 1,855 | 80.27 | ||||
2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 13,170 | 92.32 | 3,630 | 216.75 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 45,816 | 36.03 | 12,630 | 123.96 | ||||
2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 32,570 | -1.96 | 8,971 | 62.05 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 5,151 | 3.83 | 1,420 | 70.96 | ||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 19,329 | 23.02 | 5,328 | 102.59 | ||||
2025-08-07 | 13F | 中西部信托公司 | 529,840 | 146,050 | ||||||
2025-08-21 | NP | NSEIX - 尼古拉斯股票收益基金公司 I 类 | 44,257 | -15.88 | 12,199 | 38.50 | ||||
2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 5,863 | -4.84 | 1,616 | 56.74 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 898,247 | 2.13 | 247,602 | 68.14 | ||||
2025-06-24 | NP | EQNAX - MFS 股票收益基金 A | 16,800 | 3,233 | ||||||
2025-07-28 | NP | VAPPX - 资本增值基金 | 66,182 | 38.50 | 16,021 | 68.12 | ||||
2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 137,057 | -2.36 | 26,379 | -15.07 | ||||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 6,773 | -1.15 | 1,867 | 62.69 | ||||
2025-08-14 | 13F | 桑德勒资本管理公司 | 850 | -89.84 | 234 | -83.29 | ||||
2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 8,599 | 237.48 | 2,370 | 456.34 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Put | 15,000 | 100.00 | 4,135 | 229.40 | |||
2025-08-04 | 13F | 遗产投资者管理公司 | 566,406 | -5.56 | 156 | 56.00 | ||||
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 | 458,356 | 2.26 | 126,346 | 68.35 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Call | 7,500 | -94.86 | 2,067 | -91.54 | |||
2025-08-14 | 13F | 公共投资基金 | Call | 320,400 | 88,318 | |||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 3,919 | 30.46 | 1,049 | 99.43 | ||||
2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 25 | 0.00 | 7 | 50.00 | ||||
2025-07-22 | 13F | 综合资本管理有限责任公司 | 858 | 0 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 313,188 | 3.03 | 60,279 | -10.38 | ||||
2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 80,523 | -17.38 | 19,492 | 0.28 | ||||
2025-08-14 | 13F | Sig 经纪公司 | 5,702 | -68.42 | 1,572 | -48.01 | ||||
2025-05-27 | NP | FFNLX - 通信服务组合初始类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 路易斯堡投资公司 | 26,670 | -23.97 | 6,190 | 32.92 | ||||
2025-08-14 | 13F | BTG Pactual SA 银行 | 10,125 | -56.72 | 2,791 | -28.75 | ||||
2025-07-14 | 13F | 怀特纳资本管理公司 | 2,774 | 25.07 | 765 | 105.93 | ||||
2025-08-11 | 13F | 思维财富管理有限责任公司 | 11,301 | 1.30 | 3,115 | 66.85 | ||||
2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 5,967 | 1,645 | ||||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 2,110,720 | -1.75 | 581,820 | 61.75 | ||||
2025-08-08 | 13F | 塞卡诺管理有限责任公司 | 12,877 | -0.63 | 3,550 | 63.62 | ||||
2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 4,751 | 0.00 | 1,310 | 64.65 | ||||
2025-07-10 | 13F | Threadgill 金融有限公司 | 971 | 268 | ||||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 60,650 | -1.78 | 16,718 | 61.71 | ||||
2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 8,042 | 2.87 | 2,217 | 69.29 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 361,068 | 7.48 | 99,528 | 76.95 | ||||
2025-08-14 | 13F | 伯克希尔资本控股公司 | 31,410 | 314,000.00 | 8,658 | 865,700.00 | ||||
2025-08-15 | 13F | 视凯威投资顾问有限公司 | 4,781 | 27.80 | 1 | |||||
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 | 4,707,565 | 3.31 | 1,139,560 | 25.39 | ||||
2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 203,070 | -2.46 | 55,976 | 60.59 | ||||
2025-07-10 | 13F | 阿伯财富顾问有限责任公司 | 890 | 245 | ||||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 114,260 | -7.44 | 31,496 | 52.39 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林大盘增长 VIP 基金 1 级 | 10,376 | -23.01 | 2,860 | 26.77 | ||||
2025-07-16 | 13F | LS 投资顾问有限责任公司 | 64,009 | -1.46 | 17,644 | 62.24 | ||||
2025-07-31 | 13F | 未来财富有限责任公司 | 963 | 265 | ||||||
2025-08-25 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 49,568 | -1.79 | 13,663 | 61.69 | ||||
2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 19,920 | -11.82 | 3,834 | -23.29 | ||||
2025-08-26 | NP | Ivy可变保险投资组合 - Ivy VIP资产策略II级 | 16,570 | -9.66 | 4,568 | 48.71 | ||||
2025-05-30 | NP | AQLGX - 阿尔塔质量增长基金机构股票 | 7,220 | 1,209 | ||||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 37,100 | 0.11 | 10,227 | 64.83 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 25,613 | 1.42 | 6,925 | 63.26 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 148,856 | 0.14 | 41,042 | 64.83 | ||||
2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 178,664 | -1.34 | 49,249 | 62.42 | ||||
2025-07-17 | 13F | 柳溪财富管理公司 | 1,239 | 342 | ||||||
2025-08-25 | NP | EALCX - 伊顿万斯成长基金 A 类 | 88,219 | -5.05 | 24,318 | 56.32 | ||||
2025-07-30 | 13F | Greatmark 投资伙伴公司 | 1,130 | 311 | ||||||
2025-08-12 | 13F | 神秘资产管理公司 | 48,176 | 0.81 | 13,280 | 65.97 | ||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 17,726 | 16.76 | 4,886 | 92.29 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 95,587 | 56.02 | 26,348 | 156.88 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 4,818,752 | 0.19 | 1,328,289 | 64.95 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 10,010 | -17.16 | 2,759 | 36.38 | ||||
2025-08-14 | 13F | JPL 财富管理有限责任公司 | 47,364 | -4.85 | 13,056 | 56.65 | ||||
2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 4,951,402 | 0.85 | 1,364,854 | 66.04 | ||||
2025-08-06 | 13F | 峰会财富与退休规划公司 | 6,378 | 126.98 | 1,758 | 274.04 | ||||
2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 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 | 54 | 0.00 | 10 | -9.09 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 318 | -43.62 | 88 | -7.45 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 11,334 | -8.68 | 2,744 | 10.83 | ||||
2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 34,081 | 1.48 | 9,395 | 67.06 | ||||
2025-08-26 | NP | ARTY - iShares 机器人和人工智能多部门 ETF | 188,100 | -1.05 | 51,850 | 62.91 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 320,519 | 88,351 | ||||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 35,984 | 9.69 | 9,919 | 80.59 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 1,830 | 4.63 | 504 | 72.60 | ||||
2025-07-14 | 13F | 银行与信托公司 | 1,309 | 16.77 | 361 | 92.51 | ||||
2025-08-13 | 13F | 泰德·布坎公司 | 13,380 | 6.01 | 3,688 | 74.54 | ||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 3,936 | 18.77 | 758 | 3.27 | ||||
2025-07-10 | 13F | 希拉岭财富管理 | 1,603 | -1.35 | 442 | 62.13 | ||||
2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,015 | -11.17 | 1,658 | 46.34 | ||||
2025-08-13 | 13F | 财富探索公司 | 898 | 248 | ||||||
2025-07-23 | 13F | SGL投资顾问有限公司 | 1,610 | 9.82 | 438 | 43.75 | ||||
2025-07-22 | 13F | 智者投资顾问有限公司 | 990 | 273 | ||||||
2025-07-28 | 13F | WJ财富管理有限责任公司 | 4,122 | 6.84 | 1,136 | 76.12 | ||||
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 | 228,234 | -18.74 | 62,913 | 33.79 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam Focused Equity Fund A 类 | 84,300 | 0.00 | 20,407 | 21.38 | ||||
2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 6,885 | 0.95 | 1,898 | 66.26 | ||||
2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 744 | 205 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 重点增长投资组合 I 类 | 95,251 | 11.84 | 26,256 | 84.12 | ||||
2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 2,695 | 0.82 | 743 | 66.00 | ||||
2025-06-25 | NP | PCLRX - PGIM 收入建设基金 R 级 | 4,185 | -38.52 | 805 | -46.55 | ||||
2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 815 | -50.43 | 225 | -18.55 | ||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 44,384 | 2.18 | 12,235 | 68.23 | ||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 73,890 | -48.08 | 19,897 | -17.18 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 923,804 | -1.10 | 255 | 62.82 | ||||
2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 97,900 | 116.33 | 26,986 | 256.20 | ||||
2025-08-14 | 13F | BCS私人财富管理有限公司 | 1,014 | 0 | ||||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 46,477 | -1.51 | 12,811 | 62.16 | ||||
2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 981,878 | 0.61 | 270,655 | 65.64 | ||||
2025-05-14 | 13F | B&D 白色资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 温泉顾问公司 | 31,744 | -3.27 | 8,750 | 59.26 | ||||
2025-07-02 | 13F | 马洛塔资产管理公司 | 803 | 221 | ||||||
2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 沙特中央银行 | 1,838 | 4.91 | 507 | 72.70 | ||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 58,928 | 3.23 | 16,244 | 69.96 | ||||
2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 24,690 | 15.70 | 4,752 | 0.66 | ||||
2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 5,317 | 8.58 | 1,023 | -5.54 | ||||
2025-07-28 | 13F | 埃德姆普公司 | 33,627 | -3.81 | 9,269 | 58.39 | ||||
2025-07-29 | 13F | 曼彻斯特金融公司 | 6,680 | 39.25 | 1,841 | 129.27 | ||||
2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 30,817 | 10.02 | 5,931 | -4.29 | ||||
2025-04-16 | 13F | 财富增值咨询服务有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 244,193 | 11.58 | 67,312 | 83.70 | ||||
2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 42,045 | -1.89 | 11,590 | 61.52 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 2,499,071 | -6.04 | 688,869 | 54.69 | ||||
2025-07-10 | 13F | Vista 投资合伙公司 | 22,863 | 83.05 | 6,302 | 201.39 | ||||
2025-08-14 | 13F | 淡马锡控股(私人)有限公司 | Put | 400,000 | 110,260 | |||||
2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 802,900 | 0.84 | 221,319 | 66.02 | ||||
2025-08-29 | NP | 加贝利多媒体信托公司 | 1,800 | 0.00 | 496 | 64.78 | ||||
2025-08-08 | 13F | 荷兰银行投资解决方案 | 520,328 | -2.58 | 143,428 | 60.40 | ||||
2025-08-14 | 13F | 淡马锡控股(私人)有限公司 | 3,141,051 | -0.71 | 865,831 | 63.47 | ||||
2025-08-28 | NP | 规则 - 自适应核心 ETF | 1,431 | 2.65 | 394 | -74.68 | ||||
2025-08-13 | 13F | 盟友金融公司 | 4,000 | -85.71 | 1,103 | -76.49 | ||||
2025-08-13 | 13F | RFP 金融集团有限责任公司 | 984 | 271 | ||||||
2025-07-22 | 13F | 合伙人财富管理有限责任公司 | 2,276 | 0.00 | 384 | 0.52 | ||||
2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 11,396,032 | -10.53 | 3,141,316 | 47.30 | ||||
2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 1,716 | 7.12 | 473 | 76.49 | ||||
2025-05-14 | 13F | MYDA 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | 北极光可变信托 - 贝恩资本股票机会基金 2 类股份 | 2,395 | 660 | ||||||
2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 367,878 | 0.87 | 70,805 | -12.26 | ||||
2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 26,784 | 7,383 | ||||||
2025-06-26 | NP | SVBAX - A 类平衡基金 | 782,940 | 3.65 | 150,692 | -9.84 | ||||
2025-08-07 | 13F | 弗里蒙特管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 361,550 | -1.27 | 99,661 | 62.55 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100,204 | -2.25 | 19,286 | -14.98 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 80,642 | 11.45 | 22,229 | 83.49 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 1,592 | -11.95 | 439 | 45.03 | ||||
2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 1,333 | 12.68 | 367 | 85.35 | ||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 37,166 | 7,153 | ||||||
2025-08-08 | 13F | 纯种金融服务有限公司 | 102,596 | -7.66 | 28 | 55.56 | ||||
2025-07-28 | NP | ANEW - ProShares MSCI 转型变革 ETF | 678 | 1.04 | 164 | 23.31 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 2,076 | 85.36 | 572 | 205.88 | ||||
2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 4,136 | -1.29 | 1,140 | 62.62 | ||||
2025-08-08 | 13F | 里程碑资源集团有限公司 | 739,218 | 2.33 | 204 | 69.17 | ||||
2025-08-07 | 13F | FDx 顾问公司 | 4,993 | -18.25 | 1 | 0.00 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 11,400 | -21.38 | 3,142 | 29.46 | ||||
2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,074,450 | 29.84 | 260,092 | 57.60 | ||||
2025-05-15 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 西特林资本管理有限责任公司 | 24,685 | 12.82 | 6,804 | 85.75 | ||||
2025-08-14 | 13F | 星云研究与开发有限责任公司 | 13,125 | -55.07 | 3,618 | -26.05 | ||||
2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 1,342 | -8.77 | 370 | 50.00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 27,933 | 10.88 | 7,700 | 80.73 | ||||
2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 4,317 | 40.89 | 723 | 1.69 | ||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 342 | 3.95 | 94 | 70.91 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 394,226 | -2.96 | 108,668 | 59.77 | ||||
2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 13,689 | 15.28 | 3,773 | 89.79 | ||||
2025-07-30 | 13F | 盖布尔斯资本管理公司 | 1,930 | -17.17 | 532 | 36.41 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 758 | -17.79 | 209 | 35.06 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 20,498 | -13.99 | 5,650 | 41.60 | ||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 542,182 | -2.50 | 104,354 | -15.19 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 1,464,786 | -0.34 | 403,768 | 64.07 | ||||
2025-08-01 | 13F | 愿景金融市场有限责任公司 | 201 | 0.00 | 55 | 66.67 | ||||
2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 9,824 | 32.43 | 2,708 | 118.13 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 392,560 | -1.35 | 108,209 | 62.41 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 987 | 30.04 | 272 | 114.17 | ||||
2025-08-14 | 13F | 目的地财富管理 | Put | 4,000 | 33.33 | 25 | -64.79 | |||
2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 49,133 | 18.16 | 14 | 116.67 | ||||
2025-08-19 | 13F | Liontrust Investment Partners LLP | 276,871 | 4.12 | 76,319 | 71.41 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 24,450 | 45.53 | 4,094 | 5.08 | ||||
2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 13,332 | 2.69 | 3,675 | 62.18 | ||||
2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 59,075 | 10.61 | 16,284 | 82.11 | ||||
2025-08-12 | 13F | 贝莱德公司 | Call | 139,000 | 38,315 | |||||
2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 5,356 | -1.51 | 1,476 | 62.20 | ||||
2025-08-12 | 13F | 贝莱德公司 | 376,617,351 | 1.36 | 103,814,573 | 66.87 | ||||
2025-08-14 | 13F | OV管理有限责任公司 | 5,005 | -62.50 | 1,380 | -38.27 | ||||
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 | 1,000 | -99.63 | 192 | -99.68 | ||||
2025-06-24 | NP | SWANX - 嘉信核心股票基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 226,000 | 0.00 | 43,498 | -13.02 | ||||
2025-07-29 | 13F | 维奥利奇资本管理公司 | 18,085 | -1.04 | 4,985 | 166,066.67 | ||||
2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 48,082 | -0.22 | 13,254 | 64.29 | ||||
2025-08-14 | 13F | 皇家资本财富管理有限公司 | 2,630 | 0.00 | 725 | 64.55 | ||||
2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 153,912 | 4.21 | 29,623 | -9.35 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 26,761 | 1.58 | 7,377 | 67.26 | ||||
2025-07-15 | 13F | 林奇建筑事务所/ | 3,436 | 947 | ||||||
2025-07-10 | 13F | 白翼财富管理 | 726 | 200 | ||||||
2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 1,420 | 215.56 | 344 | 285.39 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 699 | 3.86 | 193 | 71.43 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 78,979 | 21,771 | ||||||
2025-07-25 | NP | NSGAX - 哥伦比亚精选大盘股票基金 A 类 | 106,387 | -49.08 | 25,753 | -38.19 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 8,834,164 | -2.11 | 2,435,143 | 61.17 | ||||
2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 201,266 | -0.67 | 55,479 | 63.54 | ||||
2025-07-07 | 13F | 视野财富管理 | 50 | 0.00 | 14 | 62.50 | ||||
2025-08-28 | NP | ELFNX - ELFUN 信托 Elfun 信托 | 617,500 | -7.03 | 170,214 | 53.06 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 1,013,339 | 46.23 | 279,327 | 140.75 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP Growth Class II | 20,089 | -12.11 | 5,538 | 44.72 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 44,872 | -6.17 | 12,369 | 54.46 | ||||
2025-08-14 | 13F | 目的地财富管理 | 24,973 | -12.59 | 6,884 | 43.91 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 平衡基金 3 级 | 76,141 | 20,988 | ||||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 35,290 | -42.09 | 9,728 | -4.67 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 25,612 | 10.20 | 7,060 | 81.42 | ||||
2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 3,110 | 0.03 | 857 | 64.81 | ||||
2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 2,045 | 13.74 | 564 | 87.04 | ||||
2025-08-14 | 13F | Uniplan 投资顾问公司 | 91 | 25 | ||||||
2025-07-29 | 13F | 卡顿伍德资本顾问有限公司 | 2,328 | -13.43 | 642 | 42.44 | ||||
2025-08-08 | 13F | denkapparat Operations GmbH | 1,350 | 372 | ||||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 36,198 | 11.39 | 9,978 | 83.40 | ||||
2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 2,469 | 1.94 | 681 | 67.90 | ||||
2025-08-05 | 13F | 卡森咨询公司 | 2,023 | 1.97 | 558 | 67.77 | ||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 20,472 | 0.18 | 5,643 | 64.95 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 143,780 | -1.76 | 38,064 | 55.34 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 48,878 | 26.06 | 13,473 | 107.53 | ||||
2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 351,878 | 3.36 | 85,179 | 25.46 | ||||
2025-07-10 | 13F | 天空投资集团有限责任公司 | 11,005 | 0.44 | 3,034 | 65.38 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 91,365 | 2.26 | 25,185 | 68.35 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 2,945,594 | 1.21 | 812 | 66.53 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 2,326 | -1.27 | 641 | 62.69 | ||||
2025-08-14 | 13F | 目的地财富管理 | Call | 200 | 18 | |||||
2025-08-11 | 13F | 塞拉资本有限责任公司 | 6,526 | 2 | ||||||
2025-07-30 | 13F | 契约伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 68,499 | 7.77 | 18,882 | 77.44 | ||||
2025-06-27 | NP | TWCGX - 成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,782,496 | -0.72 | 535,547 | -13.64 | ||||
2025-07-23 | 13F | 奥罗拉投资管理有限公司。 | 21,745 | -2.45 | 6 | 66.67 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 15,908 | 4,385 | ||||||
2025-08-13 | 13F | 安宏资本管理公司 /de/ | 15,000 | -50.00 | 4,135 | -17.68 | ||||
2025-08-06 | 13F | 融合金融有限公司 | 26,702 | -3.33 | 7,360 | 59.17 | ||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 21,053 | 90.68 | 5,803 | 214.02 | ||||
2025-08-15 | 13F/A | 拉姆齐定量系统 | 300 | 83 | ||||||
2025-08-29 | NP | WTAI - WisdomTree人工智能与创新基金 NA | 29,692 | 6.73 | 8,185 | 75.74 | ||||
2025-07-11 | 13F | 比特币资本管理公司 | 123,079 | -4.01 | 33,849 | 57.80 | ||||
2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 7,535 | -15.15 | 1,824 | 2.99 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 27,189 | 24.50 | 7,495 | 104.98 | ||||
2025-08-04 | 13F | 联合银行 | 1,014,714 | 0.99 | 280 | 66.07 | ||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 65,990 | -27.27 | 12,701 | -36.74 | ||||
2025-08-15 | 13F | 杜肯家族办公室有限责任公司 | 86,140 | 24 | ||||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | 明桥投资有限责任公司 | 11,001,532 | 8.23 | 3,032,572 | 78.18 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 27,623 | 108.66 | 7,614 | 243.59 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 9,987 | 108.45 | 1,922 | 81.32 | ||||
2025-08-13 | 13F | 空心布鲁克财富管理有限责任公司 | 1,770 | 0.00 | 488 | 64.53 | ||||
2025-07-29 | 13F | 哨兵投资管理有限公司 | 12,232 | -3.84 | 3 | 200.00 | ||||
2025-07-28 | 13F | 波士顿信托华登公司 | 25,832 | 6.92 | 7,121 | 76.02 | ||||
2025-08-13 | 13F | 景顺有限公司 | 38,449,630 | 8.40 | 10,598,641 | 78.46 | ||||
2025-09-04 | 13F | 七桥金融集团有限责任公司 | 14,404 | 21.79 | 4,506 | 71.98 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 48,713 | 0.00 | 13,428 | 64.63 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通创新者基金 Y 级 | 501 | -56.32 | 138 | -28.12 | ||||
2025-04-14 | 13F | 格林斯普林顾问有限责任公司 | 3,085 | -17.58 | 516 | -40.48 | ||||
2025-08-13 | 13F | 期权解决方案有限公司 | 899 | 248 | ||||||
2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 3,271 | 10.81 | 902 | 82.39 | ||||
2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 257,267 | 144.56 | 70,916 | 302.63 | ||||
2025-08-14 | 13F | CSS 有限公司/il | 2,120 | 584 | ||||||
2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 75,329 | 114.97 | 14,499 | 87.00 | ||||
2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 748 | 34.77 | 206 | 123.91 | ||||
2025-08-11 | 13F | 真正的私人财富顾问 | 3,567 | 2.94 | 983 | 69.48 | ||||
2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 24,836 | -0.27 | 6,846 | 64.21 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 30,980 | -0.96 | 8,540 | 63.05 | ||||
2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 14,040 | 5.72 | 3,399 | 28.32 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 166,458 | 0.73 | 45,884 | 65.84 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 93,442 | 0.09 | 26 | 66.67 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 33,509 | 8.61 | 9,237 | 78.82 | ||||
2025-05-15 | 13F | 3G资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | Call | 100 | 7 | |||||
2025-08-14 | 13F | 加拿大皇家银行 | Call | 170,100 | 52.56 | 46,888 | 151.17 | |||
2025-08-14 | 13F | 加拿大皇家银行 | Put | 29,900 | -72.16 | 8,242 | -54.16 | |||
2025-08-14 | 13F | 加拿大皇家银行 | 21,921,947 | 4.65 | 6,042,784 | 72.29 | ||||
2025-06-26 | NP | HLMGX - Harding Loevner 全球股票投资组合顾问 | 42,388 | -21.02 | 8,158 | -31.30 | ||||
2025-07-17 | 13F | KG&L 资本管理有限公司 | 6,926 | -24.50 | 1,909 | 24.36 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 1,391,053 | -1.82 | 383,444 | 61.65 | ||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 4,030,079 | -1.11 | 775,669 | -13.98 | ||||
2025-06-26 | NP | AAICX - Alger 人工智能推动者与采用者基金 C 类 | 995 | 14.63 | 192 | -0.52 | ||||
2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 18,984,713 | -12.92 | 3,653,988 | -24.25 | ||||
2025-07-09 | 13F | 塔代路德维希联合公司 | 827 | 228 | ||||||
2025-08-13 | 13F | 洛克波特财富有限责任公司 | 4,017 | 1,107 | ||||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 43,841 | 0.81 | 12,085 | 65.97 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 39,816 | -6.60 | 10,725 | 48.76 | ||||
2025-08-14 | 13F | 人类投资有限责任公司 | 1,028 | 283 | ||||||
2025-08-06 | 13F | 中心点咨询集团 | 8,591 | 8.19 | 2,368 | 78.18 | ||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 4,143,982 | 7.30 | 1,142,289 | 76.65 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 2,259,208 | 9.53 | 623 | 80.29 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 25,378 | 0.47 | 6,995 | 65.41 | ||||
2025-07-22 | 13F | IFS 顾问有限责任公司 | 100 | 0.00 | 28 | 68.75 | ||||
2025-07-30 | 13F | 骑士投资有限责任公司 | 37,633 | -11.11 | 10,374 | 46.35 | ||||
2025-08-06 | 13F | 云资本管理有限责任公司 | 888 | 149.44 | 0 | |||||
2025-07-17 | 13F | LexAurum 顾问有限公司 | 6,914 | -0.13 | 1,906 | 64.37 | ||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 58,526,276 | -8.16 | 11,264,552 | -20.11 | ||||
2025-08-13 | 13F | Flow Traders 美国有限公司 | 1,631 | 0 | ||||||
2025-08-14 | 13F | 前奏资本管理有限公司 | 3,767 | -91.94 | 1,038 | -86.74 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 700,810 | -6.10 | 193,178 | 54.60 | ||||
2025-07-09 | 13F | 连接投资组合管理有限责任公司 | 8,295 | 93.13 | 2,240 | 211.40 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 3,436,613 | 4.92 | 947,302 | 72.74 | ||||
2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
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 | 11,158 | -5.72 | 2,701 | 14.45 | ||||
2025-06-26 | NP | NWCAX - Nuveen Winslow 大盘成长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,095 | 16.60 | 26,387 | 1.42 | ||||
2025-07-11 | 13F | 海岸资本集团有限责任公司 | 1,042 | 287 | ||||||
2025-08-08 | 13F | 联合资产策略公司 | 113,504 | 980.17 | 31,287 | 1,678.68 | ||||
2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | CFLGX - ClearBridge 战术股息收入基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,923 | -69.07 | 3,835 | -73.10 | ||||
2025-08-05 | 13F | 北角财富管理有限公司 | 11,561 | 184.47 | 3,187 | 368.53 | ||||
2025-07-29 | NP | BLES - 激励全球希望 ETF | 1,784 | 36.50 | 432 | 65.77 | ||||
2025-08-04 | 13F | 人力投资有限责任公司 | 27,406 | -0.06 | 7,554 | 64.54 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 674 | 97.65 | 186 | 224.56 | ||||
2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 10,551 | -2.17 | 3 | 100.00 | ||||
2025-07-09 | 13F | 斯特林庄园金融有限责任公司 | 1,050 | 289 | ||||||
2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 25 | -95.06 | 7 | -92.86 | ||||
2025-07-17 | 13F | XY 规划网络有限公司 | 3,552 | 14.43 | 979 | 88.63 | ||||
2025-06-23 | NP | UOPIX - Ultranasdaq-100 深度投资者类别 | 135,027 | -16.63 | 25,989 | -27.48 | ||||
2025-08-14 | 13F | 第一金融银行股份公司 | 795,369 | -0.67 | 219,243 | 63.53 | ||||
2025-07-31 | 13F | 猎户座资本管理有限公司 | 1,335 | 13.62 | 368 | 87.76 | ||||
2025-07-21 | 13F | Ntv 资产管理有限公司 | 2,685 | 12.30 | 740 | 85.00 | ||||
2025-08-26 | NP | IOO - iShares Global 100 ETF | 989,309 | -2.50 | 272,703 | 60.51 | ||||
2025-06-25 | NP | SPQAX - Pgim Jennison 全球股票收益基金 A 类 | 97,224 | 0.00 | 18,713 | -13.02 | ||||
2025-08-07 | 13F | 斯科公司 | 1,400 | 0.00 | 0 | |||||
2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 41 | -18.00 | 8 | -36.36 | ||||
2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 21 | -8.70 | 4 | -20.00 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 19,853 | 293.21 | 5 | |||||
2025-08-13 | 13F | 施罗德投资管理集团 | 9,498,867 | 12.46 | 2,618,363 | 85.14 | ||||
2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 3,242 | 28.24 | 1 | |||||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 7,316 | -10.49 | 2,017 | 47.37 | ||||
2025-08-14 | 13F | 遗产咨询服务有限责任公司 | 2,518 | 0.16 | 694 | 65.00 | ||||
2025-08-13 | 13F | 内在边缘资本管理有限责任公司 | 20,000 | 5,513 | ||||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 7,690,105 | 8.63 | 2,119,777 | 78.84 | ||||
2025-07-22 | 13F | 全球战略投资解决方案有限责任公司 | 3,396 | 2.69 | 936 | 69.26 | ||||
2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 4,029 | 27.42 | 1,111 | 109.83 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 255,305 | 2.22 | 70,375 | 68.30 | ||||
2025-08-25 | NP | 伊顿万斯增强股票收益基金 Ii | 256,258 | -5.51 | 70,638 | 55.57 | ||||
2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 405 | -14.74 | 112 | 40.51 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 511,700 | -30.60 | 141,050 | 14.26 | |||
2025-08-13 | 13F | 资本基金管理公司 | Put | 498,700 | -41.11 | 137,467 | -3.05 | |||
2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 17,116 | 31.69 | 3,294 | 14.57 | ||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 334,600 | -3.63 | 92,232 | 58.66 | ||||
2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 1,888 | 0.00 | 520 | 64.56 | ||||
2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 2,331 | -23.77 | 643 | 25.39 | ||||
2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 49,627 | 325.25 | 12,673 | 547.57 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 332,027 | -3.36 | 91,523 | 59.11 | ||||
2025-08-14 | NP | FLDFX - 平衡基金零售类 | 8,033 | -18.41 | 2,214 | 34.34 | ||||
2025-08-11 | 13F | 平台技术合作伙伴 | 3,150 | 9.38 | 868 | 80.08 | ||||
2025-08-01 | 13F | 红木公园顾问有限公司 | 64 | 0.00 | 18 | 70.00 | ||||
2025-07-25 | 13F | Inman Jager 财富管理有限责任公司 | 3,184 | -0.41 | 878 | 63.93 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 61,200 | 67.90 | 16,870 | 176.45 | ||||
2025-07-10 | 13F | 安德森霍格兰公司 | 17,990 | -13.97 | 4,959 | 52.32 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 32,549 | -49.69 | 8,972 | -17.18 | ||||
2025-07-31 | 13F | 资金存管及寄售 | 109,418 | 0.29 | 30,161 | 65.12 | ||||
2025-08-06 | 13F | LeClair财富合伙公司 | 9,049 | -1.98 | 2,494 | 61.42 | ||||
2025-08-05 | 13F | Optimise 咨询服务有限公司 | 2,899 | -10.66 | 799 | 47.15 | ||||
2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 20,576 | 277.61 | 5,672 | 509.13 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 89,646 | -3.97 | 24,711 | 58.10 | ||||
2025-07-08 | 13F | 圣骑士财富有限责任公司 | 5,976 | -0.38 | 1,647 | 64.04 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 315,386 | 36.47 | 84,949 | 117.34 | ||||
2025-07-17 | 13F | Keystone Global Partners有限责任公司 | 831 | 0.00 | 229 | 64.75 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 16,621 | 7.36 | 4,582 | 76.74 | ||||
2025-08-25 | 13F | 银湖财富管理有限公司 | 1,043 | 288 | ||||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 3,063 | 7.40 | 741 | 30.46 | ||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 2,551 | 0.28 | 703 | 65.41 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 250,648 | -27.97 | 69,091 | 18.58 | ||||
2025-08-13 | 13F | Fpc 投资咨询有限公司 | 4,892 | -3.17 | 1,455 | 43.39 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 82 | -12.77 | 20 | 5.56 | ||||
2025-07-10 | 13F | 向日葵银行,NA | 6,195 | 0.91 | 1,708 | 66.21 | ||||
2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 4,846 | 4.08 | 1,336 | 71.37 | ||||
2025-08-14 | 13F | 圆财富管理有限公司 | 15,729 | -0.32 | 4,336 | 64.14 | ||||
2025-07-28 | 13F | 智能投资组合有限责任公司 | 9,517 | -0.57 | 2,623 | 63.73 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 226 | 62 | ||||||
2025-07-23 | 13F | 公平信托公司 | 58,944 | 19.39 | 16,248 | 96.58 | ||||
2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 8,099 | 26.55 | 2,232 | 108.40 | ||||
2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 9,238 | 8.40 | 2,546 | 78.54 | ||||
2025-08-14 | 13F | 华莱士哈特有限责任公司 | 7,226 | 390.56 | 1,992 | 709.35 | ||||
2025-06-26 | NP | FEQIX - 富达股票收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,000 | 0.00 | 9,816 | -13.02 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 49,877 | 14 | ||||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 43,758 | 187.60 | 12,062 | 373.54 | ||||
2025-08-14 | 13F | 赫尔利资本有限责任公司 | 7 | 2 | ||||||
2025-08-12 | 13F | 顾问资产管理公司 | 171,779 | -7.54 | 47,351 | 52.23 | ||||
2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 21,237,198 | -2.21 | 5,140,889 | 18.70 | ||||
2025-07-29 | NP | DREQX - 纽约梅隆银行研究增长基金,Inc. Z 类 | 163,907 | -10.09 | 39,677 | 9.13 | ||||
2025-08-07 | 13F | 戴维森资本管理公司 | 13,686 | 3.71 | 3,773 | 70.76 | ||||
2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 2,325 | 72.22 | 641 | 183.19 | ||||
2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 1,139,399 | -0.18 | 275,814 | 21.17 | ||||
2025-08-15 | 13F | 第一中心咨询公司 | 2,558 | 37.67 | 705 | 126.69 | ||||
2025-07-25 | 13F | 第1858章 | 4,915 | -7.18 | 1,355 | 52.82 | ||||
2025-06-26 | NP | APGAX - AB 大盘成长基金公司 A 类 | 5,038,874 | 12.87 | 969,832 | -1.82 | ||||
2025-07-15 | 13F | 凯普斯通资本财富顾问 | 1,107 | -12.97 | 305 | 43.87 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 943,262 | 2.18 | 260 | 68.83 | ||||
2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 167 | -27.07 | 46 | 21.05 | ||||
2025-08-15 | NP | BCHP - 本金聚焦蓝筹 ETF 本金聚焦蓝筹 ETF | 14,676 | 6.81 | 4,045 | 75.87 | ||||
2025-08-07 | 13F | 达美财务顾问有限公司 | 15,993 | -8.23 | 4,408 | 51.11 | ||||
2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 20,893 | 22.55 | 5,759 | 101.79 | ||||
2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 5,848 | -8.90 | 1,612 | 50.09 | ||||
2025-07-31 | 13F | Opus资本集团有限责任公司 | 3,408 | -5.49 | 1 | |||||
2025-08-14 | 13F | 西永资本有限公司 | 63,312 | 4.40 | 17,452 | 71.89 | ||||
2025-07-17 | 13F | 斯巴达计划与财富管理 | 8,835 | 49.19 | 2,435 | 145.71 | ||||
2025-07-10 | 13F | 斯特林金融集团公司 | 1,910 | 1.17 | 526 | 66.46 | ||||
2025-08-29 | NP | SOAVX - Spirit Of America 大盘价值基金 A 类 | 3,700 | 0.00 | 1,020 | 64.62 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 4,260 | -3.49 | 1,174 | 58.86 | ||||
2025-07-29 | NP | BPLSX - Boston Partners 机构多头/空头股票基金 | 4,146 | 1,004 | ||||||
2025-06-26 | NP | CNECX - 阿尔及尔集中股票基金 C 类 | 521 | -49.42 | 100 | -55.95 | ||||
2025-08-26 | NP | BGDV——Bahl & Gaynor 股息 ETF | 153,465 | 1.44 | 42,303 | 67.01 | ||||
2025-08-28 | NP | SRVEX - 胜利多元化股票基金A级 | 38,608 | 33.21 | 10,642 | 119.33 | ||||
2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 65,750 | 0.41 | 18,124 | 65.31 | ||||
2025-04-30 | 13F | 北京哈迪施特劳斯公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 43,986 | -1.80 | 12,125 | 61.67 | ||||
2025-08-26 | NP | TLGWX - 成长与收入基金 | 34,249 | 13.06 | 9,441 | 86.12 | ||||
2025-07-17 | 13F | 莱克伍德资产管理有限公司 | 2,412 | -3.40 | 665 | 58.85 | ||||
2025-08-13 | 13F | 扩张资本管理有限公司 | 21,380 | 167.92 | 5,893 | 341.09 | ||||
2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 14,551 | -8.03 | 4,011 | 51.42 | ||||
2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 40 | 3,900.00 | 11 | 22.22 | ||||
2025-08-08 | 13F | 综合财务规划有限公司/PA | 1,634 | 56.06 | 450 | 157.14 | ||||
2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 2,006 | 553 | ||||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | 102,200 | -4.49 | 28,171 | 57.25 | ||||
2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 286,597 | -1.31 | 69,377 | 19.79 | ||||
2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 18,093 | -21.07 | 4,987 | 29.97 | ||||
2025-07-22 | 13F | 库里南联合公司 | 9,700 | 11.49 | 2,674 | 83.59 | ||||
2025-07-10 | 13F | 博钦信托公司 | 35,983 | -1.07 | 9,918 | 62.88 | ||||
2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 2,488 | -5.97 | 686 | 54.63 | ||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 54,459 | 2.04 | 15,012 | 68.00 | ||||
2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 1,512 | 21.74 | 291 | 6.20 | ||||
2025-07-09 | 13F | 湾河集团 | 56,662 | -1.87 | 15,619 | 61.56 | ||||
2025-09-11 | NP | CFVLX - 价值基金股票 | 18,410 | -27.80 | 5,407 | 10.19 | ||||
2025-08-05 | 13F | Trail Ridge 投资顾问有限责任公司 | 4,607 | -1.12 | 1,353 | 73.46 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 4,084,164 | 3.92 | 1,128 | 71.02 | ||||
2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 104,437 | -20.62 | 28,788 | 30.69 | ||||
2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 2,536 | 20.93 | 699 | 99.15 | ||||
2025-07-23 | 13F | 玉兰资本管理有限公司 | 5,150 | 0.00 | 1 | |||||
2025-08-07 | 13F | 全球财富管理投资咨询公司 | 1,180 | -6.35 | 325 | 54.76 | ||||
2025-07-10 | 13F | 主权顾问有限责任公司 | 12,349 | 10.79 | 3,357 | 76.17 | ||||
2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 1,302 | 359 | ||||||
2025-08-12 | 13F | 保德信金融公司 | 5,285,554 | 6.14 | 1,456,961 | 74.74 | ||||
2025-08-26 | NP | PRGTX - T. Rowe Price 全球科技基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,138,661 | 5.98 | 313,872 | 74.48 | ||||
2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 543 | -55.64 | 150 | -26.96 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 12,275 | -12.60 | 2,363 | -23.98 | ||||
2025-07-30 | NP | DTCR - Global X 数据中心房地产投资信托基金和数字基础设施 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 | 20,516 | 6.11 | 4,966 | 28.82 | ||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | Call | 3,600 | 992 | |||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 5,354 | -3.32 | 1,476 | 59.12 | ||||
2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 远见资本管理顾问公司 | 20,429 | -5.08 | 5,631 | 56.29 | ||||
2025-08-05 | 13F | 整体金融合作伙伴 | 5,516 | -3.26 | 1,520 | 59.33 | ||||
2025-07-07 | 13F | 新资本管理有限公司 | 1,474 | -20.28 | 406 | 31.39 | ||||
2025-08-08 | 13F | 地平线家族财富有限公司 | 4,390 | -9.63 | 1,210 | 48.83 | ||||
2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 704 | -39.31 | 194 | 0.00 | ||||
2025-08-14 | 13F | 威克资本合伙人有限责任公司 | 4,253 | 571 | ||||||
2025-08-11 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 潮汐有限责任公司 | 1,190 | 15.09 | 328 | 89.02 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 138,084 | 2.30 | 38,063 | 68.42 | ||||
2025-07-23 | NP | IEDAX - Voya 大盘价值基金 A 类 | 20,605 | -1.06 | 4,988 | 20.08 | ||||
2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 2,593 | 10.67 | 715 | 82.14 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 155,599 | -5.63 | 42,891 | 55.38 | ||||
2025-08-13 | 13F | Sepio资本有限合伙人 | 1,597 | -15.64 | 440 | 39.24 | ||||
2025-05-09 | 13F | 锻造第一资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 财富的力量 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 1,502 | -42.10 | 414 | -4.61 | ||||
2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 24,544 | -1.85 | 6,766 | 61.61 | ||||
2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 10,380 | 9.83 | 1,998 | -4.50 | ||||
2025-07-11 | 13F | 量子金融顾问有限责任公司 | 7,347 | 0.27 | 2,025 | 65.17 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 223,974 | 3.97 | 61,738 | 71.17 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 104,984 | 29.87 | 28,833 | 110.74 | ||||
2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 76,812 | 70.23 | 21,173 | 180.29 | ||||
2025-07-09 | 13F | 鲍曼公司 | 28,873 | 0.87 | 7,961 | 66.11 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 31,718 | 13.29 | 8,743 | 86.52 | ||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 138,182 | 2.28 | 38,090 | 68.39 | ||||
2025-06-26 | NP | TGLR - LAFFER|TENGLER 股票收益 ETF | 3,930 | 6.50 | 756 | -7.35 | ||||
2025-08-08 | 13F | 汤普森戴维斯公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 55,950 | 9.17 | 15,423 | 79.74 | ||||
2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 4,834 | -4.99 | 1,332 | 56.52 | ||||
2025-08-07 | 13F/A | 全球清洁有限责任公司 | 9,800 | -23.44 | 2,701 | 26.04 | ||||
2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 3,725 | -39.17 | 1,027 | 0.10 | ||||
2025-06-25 | NP | FTEC - 富达 MSCI 信息技术指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,688,611 | -20.82 | 517,477 | -31.13 | ||||
2025-08-14 | 13F | 信托信托公司 | 337,418 | -5.56 | 93,009 | 55.49 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 45,312 | 0.23 | 12,490 | 65.02 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 622,140 | 15.67 | 171 | 90.00 | ||||
2025-07-31 | 13F | GenTrust 有限责任公司 | 1,536 | 22.78 | 423 | 102.39 | ||||
2025-08-13 | 13F/A | 布雷迪科公司 | 6,150 | 0.00 | 1,695 | 64.72 | ||||
2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 18,358 | 6.79 | 5,060 | 75.82 | ||||
2025-08-01 | 13F | 第一国民信托公司 | 204,512 | -0.73 | 56,374 | 63.43 | ||||
2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,131,204 | -1.63 | 863,116 | 61.95 | ||||
2025-07-18 | 13F | 第一太平金融 | 784 | 64.36 | 216 | 173.42 | ||||
2025-03-27 | NP | TLORX - Transamerica 大价值机会 R | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 73,110 | -0.35 | 20,153 | 64.06 | ||||
2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-24 | NP | UCAGX - 基石积极基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 617,640 | -5.23 | 170,252 | 56.02 | ||||
2025-08-26 | NP | SNEMX - 新兴市场投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | EGOAX - 富国银行大盘核心基金 A 类 | 85,284 | 0.82 | 16,415 | -12.30 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 3,719,457 | 2.52 | 1,025,268 | 68.78 | ||||
2025-05-13 | 13F | 橡树林资本有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-03-31 | NP | AADBX - 美国灯塔平衡基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-29 | NP | JNL 系列信托 - JNL/GQG 新兴市场股票基金 (A) | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | DIVGX - Guardian 股息增长基金 I 类 | 12,808 | 22.19 | 3,531 | 101.14 | ||||
2025-06-26 | NP | DWAFX - ARROW DWA 平衡基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | 矩阵信托公司 | 14,486 | 6.10 | 4 | 50.00 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-26 | NP | GDIIX - RNC Genter 股息收入基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | FBLAX - 富兰克林管理收益基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 2,960 | -65.66 | 816 | -43.52 | ||||
2025-08-11 | 13F | Greykasell 财富策略公司 | 8,055 | 0.85 | 2,220 | 66.04 | ||||
2025-07-23 | 13F | 格柏有限公司 | 801 | 221 | ||||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 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 | 73,671 | -21.92 | 20,307 | 28.55 | ||||
2025-06-24 | NP | FFTY - 创新者 IBD(R) 50 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | USISX - 收益股票基金份额 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-30 | NP | GQGPX - GQG PARTNERS 新兴市场股票基金投资者股份 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-20 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-30 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | QQA - ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | CVFG有限责任公司 | 1,627 | -38.07 | 448 | 2.05 | ||||
2025-05-30 | NP | GQJPX - GQG PARTNERS 国际优质股息收益基金投资者股份 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 173,958 | -15.09 | 47,952 | 39.80 | ||||
2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 3,761 | -60.68 | 910 | -52.28 | ||||
2025-07-24 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,670,642 | 29.75 | 404,412 | 57.49 | ||||
2025-08-22 | NP | DCUAX - DWS CROCI 美国基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | WISE - 主题生成人工智能 ETF | 4,581 | 0.00 | 1,263 | 64.75 | ||||
2025-06-27 | NP | PTF - Invesco DWA 科技动量 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-22 | NP | 德国 DWS 变量系列 II - DWS CROCI US VIP A 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-03 | 13F | 城市中心顾问有限公司 | 3,070 | -2.20 | 846 | 61.14 | ||||
2025-05-28 | NP | VIVAX - 先锋价值指数基金投资者股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 219,782 | -4.51 | 60,581 | 57.21 | ||||
2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 21,413 | 4,121 | ||||||
2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 667 | 8.99 | 128 | -5.19 | ||||
2025-03-27 | NP | 富国银行主信托 - 富国银行大型公司价值投资组合大型公司价值投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 259,784 | 15.61 | 50,001 | 0.56 | ||||
2025-07-17 | 13F | 城市控股公司 | 6,227 | 54.78 | 1,716 | 154.98 | ||||
2025-08-29 | NP | AIFD-TCW 人工智能 ETF | 13,573 | 0.11 | 3,986 | 52.78 | ||||
2025-06-30 | NP | QYLG - Global X 纳斯达克 100 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,292 | -3.20 | 3,906 | -15.80 | ||||
2025-05-30 | NP | FSRLX - FS Chiron 实物资产基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 1,515 | -9.66 | 418 | 48.93 | ||||
2025-05-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FELAX - 富达顾问半导体基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,430,050 | -15.63 | 275,242 | -26.61 | ||||
2025-03-28 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-30 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 米德兰财富顾问有限公司 | 7,598 | -6.57 | 2,094 | 53.86 | ||||
2025-06-26 | NP | SRHQ - SRH 美国质量 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | DAACX - 多元化股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | SAMT - STRATEGAS 宏观主题机会 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Barrow Hanley 股息聚焦副总裁初始 | 62,271 | -6.26 | 17,165 | 54.35 | ||||
2025-05-29 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | NETZ - 1 号引擎变革气候 ETF | 117,317 | 29.15 | 34,456 | 97.07 | ||||
2025-08-01 | 13F | KS联合资本管理公司 | 26,201 | -7.45 | 7,222 | 52.36 | ||||
2025-06-26 | NP | PRJAX - PGIM Jennison 全球机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 10,145 | 7.98 | 2,796 | 77.75 | ||||
2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 2,461 | 7.75 | 678 | 28.17 | ||||
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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FTQGX - 富达专注股票基金 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 14,452 | 17.83 | 3,984 | 94.01 | ||||
2025-08-12 | 13F | 遗产信托公司 | 6,015 | 0.00 | 1,658 | 64.65 | ||||
2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 19,252 | 10.89 | 4,660 | 34.60 | ||||
2025-05-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | 卡雷拉资本顾问公司 | 1,933 | 533 | ||||||
2025-05-30 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | AWYIX - CIBC ATLAS 股票收益基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 荷宝瑞士股份公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 30,288 | 4.37 | 8,349 | 71.84 | ||||
2025-08-13 | 13F | 美德资本管理有限公司 | 5,063 | -19.40 | 1,396 | 32.86 | ||||
2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 46,196 | 0.59 | 12,734 | 65.60 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 5,170 | 27.03 | 1,252 | 54.25 | ||||
2025-06-27 | NP | Calamos ETF 信托 - Calamos Antetokounmpo 全球可持续股票 ETF | 880 | -12.87 | 169 | -24.22 | ||||
2025-08-07 | 13F | 剑桥金融集团公司 | 37,929 | -21.30 | 10,455 | 29.57 | ||||
2025-08-13 | 13F | ESL 信托服务有限责任公司 | 200 | -20.00 | 55 | 34.15 | ||||
2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国增长基金 3 级 | 922 | -2.43 | 254 | 60.76 | ||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 100,954 | 16.21 | 27,828 | 91.34 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 46,655 | 26.73 | 12,860 | 108.66 | ||||
2025-07-21 | 13F | 金融委员会资产管理公司 | 1,860 | 0.00 | 513 | 64.63 | ||||
2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 2,282 | 629 | ||||||
2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 6,685 | -3.54 | 1,843 | 58.79 | ||||
2025-08-06 | 13F | 马可投资管理有限公司 | 375,782 | 0.24 | 103,584 | 65.02 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 155,802 | 0.44 | 37,715 | 21.92 | ||||
2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,700 | -1.89 | 5,155 | 61.52 | ||||
2025-07-28 | 13F | 国际金融公司顾问有限公司 | 15,153 | -2.96 | 4,177 | 59.76 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 32,702,077 | -0.90 | 9,014,328 | 63.15 | ||||
2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 37,574 | -39.01 | 10,357 | 0.42 | ||||
2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 1,005 | 277 | ||||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 9,044 | 7.98 | 2,493 | 77.82 | ||||
2025-08-15 | 13F | 美国财富集团有限责任公司 | 12,895 | 3,555 | ||||||
2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 52,563 | -6.85 | 14 | 55.56 | ||||
2025-08-14 | 13F | 阿德斯利咨询合作伙伴有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-08 | 13F | 萨米特里有限公司 | 3,909 | 10.02 | 1,078 | 81.31 | ||||
2025-07-23 | 13F | 资产管理中心有限责任公司 | 11,922 | -1.82 | 2,809 | 38.12 | ||||
2025-08-11 | 13F | 指导点顾问有限责任公司 | 3,877 | 0.36 | 1,069 | 65.33 | ||||
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 | |||
2025-07-25 | NP | MTCAX - MFS科技基金A | 404,977 | 11.05 | 98,033 | 34.79 | ||||
2025-08-08 | 13F | 托巴姆 | 14,934 | -14.90 | 4 | 100.00 | ||||
2025-08-14 | 13F | 埃勒维图斯财富管理 | 7,856 | 12.37 | 2,165 | 85.04 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI Main Street 基金系列 II | 83,815 | 3.65 | 23,104 | 70.64 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 10,538 | 1.86 | 2,905 | 67.67 | ||||
2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 52,739 | -2.97 | 14,538 | 59.75 | ||||
2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | JAHYX - Janus Henderson 高收益基金 T 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | PTNQ - Pacer Trendpilot 100 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-24 | NP | USBSX - 基石温和基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | NP | RFFC - RiverFront 动态美国 Flex-Cap ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-24 | NP | USCRX - 基石适度激进基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-26 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 47,176 | 3.90 | 13,004 | 71.06 | ||||
2025-06-30 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | PWS - Pacer WealthShield ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-31 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | EKJAX - 富国银行高级大型公司成长基金 A 类 | 225,414 | 29.91 | 43,385 | 13.01 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 3,386 | 49.89 | 652 | 30.46 | ||||
2025-03-31 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-28 | NP | USCGX - 资本增长基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | NP | IEVAX - 哥伦比亚全球股票价值基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 341,218 | -1.94 | 94,057 | 61.44 | ||||
2025-08-01 | 13F | SYM金融公司 | 16,656 | 0.99 | 4,591 | 66.28 | ||||
2025-07-23 | 13F | LifeSteps 金融公司 | 1,455 | -8.78 | 401 | 50.19 | ||||
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 | 5,560 | 8.51 | 1,533 | 78.76 | ||||
2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,829,454 | -2.54 | 2,137,346 | 18.30 | ||||
2025-07-18 | 13F | 权力咨询集团有限责任公司 | 1,496 | 11.73 | 412 | 83.93 | ||||
2025-07-07 | 13F | 洞察财富策略有限责任公司 | 20,943 | -16.11 | 5,545 | 32.66 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 5,642 | 15.71 | 1,555 | 90.56 | ||||
2025-08-28 | NP | NCGFX - 新约成长基金 | 42,924 | 0.00 | 11,832 | 64.65 | ||||
2025-07-15 | 13F | 真正的独立有限责任公司 | 996 | 274 | ||||||
2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 23,519 | 4,527 | ||||||
2025-06-26 | NP | FLRG - 富达美国多因素 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,371 | -7.04 | 3,921 | -19.14 | ||||
2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 61,555 | -21.22 | 17,106 | 20.34 | ||||
2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 2,677 | -10.08 | 738 | 47.99 | ||||
2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 3,750 | 2.49 | 1,034 | 68.79 | ||||
2025-08-04 | 13F | Haven Private, LLC | 8,444 | 19.35 | 2,328 | 96.54 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 412,920 | 33.96 | 109,235 | 110.73 | ||||
2025-08-13 | 13F | 纳夫有限公司 | 25,466 | -0.97 | 7,020 | 63.04 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 203,262 | -1.87 | 56,029 | 61.56 | ||||
2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 33,726 | 0.00 | 8,164 | 21.40 | ||||
2025-08-13 | 13F | 第一国家顾问有限责任公司 | 10,448 | 8.26 | 2,880 | 78.33 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | Put | 20 | 0.00 | 18 | -83.50 | |||
2025-07-23 | 13F | HMV 财富顾问有限公司 | 1,574 | -43.01 | 434 | -6.28 | ||||
2025-07-22 | 13F | Gratus 财富顾问有限公司 | 727 | 200 | ||||||
2025-08-01 | 13F | 桑坦德银行, SA | 491,578 | 20.91 | 135,503 | 99.06 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 23,600 | 59.55 | 6,505 | 162.72 | ||||
2025-08-14 | 13F | 宝利资本管理(香港)有限公司 | 40,640 | 11,202 | ||||||
2025-06-30 | NP | ASMMX - 景顺峰会基金A级 | 543,653 | -17.59 | 104,637 | -28.32 | ||||
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 | 212,300 | -24.34 | 40,861 | -34.19 | ||||
2025-08-13 | 13F | 博特尔古德曼有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 桑切斯财富管理集团 | 1,068 | 295 | ||||||
2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 204,891 | 17.65 | 56,478 | 93.69 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 33,394 | -15.92 | 9,205 | 38.42 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 3,625 | -0.82 | 999 | 17.95 | ||||
2025-07-03 | 13F | 南方信托公司 | 4,082 | 1.64 | 1,125 | 67.41 | ||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 189,272 | -4.12 | 52,173 | 57.85 | ||||
2025-06-26 | NP | ALTFX - AB 可持续全球主题基金, INC. A 类 | 108,680 | 20,918 | ||||||
2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 352,216 | 5.43 | 67,791 | -8.30 | ||||
2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 20,631 | -3.78 | 5,687 | 58.38 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 66,388 | -3.04 | 18,300 | 59.64 | ||||
2025-07-15 | 13F | 世界股权集团有限公司 | 8,213 | 3.91 | 2,264 | 71.05 | ||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 21,554 | 0.57 | 5,941 | 65.58 | ||||
2025-08-12 | 13F | 克拉保险企业控股有限公司 | 200,416 | 0.74 | 55 | 66.67 | ||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-28 | NP | CNEQ-阿尔及尔集中股票ETF | 5,291 | 26.73 | 1,458 | 108.58 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 股息机会基金 3 级 | 41,100 | -8.26 | 11,329 | 51.05 | ||||
2025-07-25 | 13F | 超越资本集团有限责任公司 | 3,790 | 5.04 | 1,045 | 72.85 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 231,997 | 2.83 | 63,950 | 69.30 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 1,600 | -11.06 | 441 | 46.51 | ||||
2025-08-14 | 13F | 骑士桥资产管理有限公司 | 5,418 | 8.75 | 1,494 | 79.02 | ||||
2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 2,253 | 3.82 | 621 | 71.07 | ||||
2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 12,940 | 9.17 | 3,567 | 79.79 | ||||
2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 646,448 | 31.41 | 124,422 | 14.30 | ||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 7,169 | 38.69 | 1,380 | 20.65 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 84,136 | 7.03 | 23,192 | 76.22 | ||||
2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 10,959 | -2.12 | 3,021 | 61.15 | ||||
2025-08-08 | 13F | 联合储蓄银行 | 4,785 | -4.20 | 1,405 | 68.06 | ||||
2025-05-14 | 13F | Integras Partners有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 孟德尔资金管理 | 13,533 | -5.33 | 3,730 | 55.87 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 5,781,973 | 5.36 | 1,593,801 | 73.46 | ||||
2025-08-05 | 13F | 马西斯公司 | 15,330 | -3.80 | 4 | 100.00 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 12,458 | -2.01 | 3,434 | 61.33 | ||||
2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 3,866 | 74.46 | 744 | 51.84 | ||||
2025-07-16 | 13F | 梅雷迪思财富规划 | 819 | 226 | ||||||
2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,085 | -6.67 | 19,043 | 53.66 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 184,700 | -34.15 | 50,913 | 8.41 | |||
2025-08-14 | 13F | 多萨尔资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 150,400 | 17.32 | 41,458 | 93.15 | |||
2025-07-28 | 13F | 忠利资产管理有限公司 | 260,002 | -4.31 | 71,670 | 57.54 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 74,165 | 0.70 | 20,444 | 65.80 | ||||
2025-08-11 | 13F | 湖街金融有限公司 | 24,610 | 12.88 | 6,784 | 85.84 | ||||
2025-07-30 | 13F | Securian 资产管理公司 | 245,832 | -0.99 | 67,764 | 63.00 | ||||
2025-07-22 | 13F | 威尔纳和海勒有限公司 | 8,794 | -0.88 | 2,424 | 63.23 | ||||
2025-07-23 | 13F | 阿姆布鲁斯特资本管理公司 | 3,345 | 0.21 | 922 | 65.23 | ||||
2025-05-15 | 13F | PharVision 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 达科他财富管理 | 134,077 | -43.74 | 36,958 | -7.38 | ||||
2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 443,116 | -6.44 | 122,145 | 54.03 | ||||
2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 2,979 | 3.51 | 821 | 70.69 | ||||
2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 121,814 | -7.29 | 33,578 | 52.64 | ||||
2025-08-07 | 13F | 佩登和里格尔 | 47,400 | 0.00 | 13 | 85.71 | ||||
2025-06-24 | NP | SWDSX - 嘉信股息股票基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,000 | 0.00 | 13,473 | -13.02 | ||||
2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 9,952 | -0.77 | 2,743 | 63.37 | ||||
2025-07-15 | 13F | 高架资本顾问有限责任公司 | 7,140 | 0.00 | 1,195 | 0.00 | ||||
2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 92,231 | -9.16 | 22,326 | 10.26 | ||||
2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 4,979 | -4.07 | 1,372 | 58.06 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 45,164 | -0.23 | 12,449 | 55.46 | ||||
2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 8,339 | 2.04 | 2,299 | 67.98 | ||||
2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,066,291 | 30.47 | 205,229 | 13.49 | ||||
2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 148,665 | -0.97 | 40,980 | 63.04 | ||||
2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 19,518 | -2.97 | 5,380 | 59.79 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 16,301 | 35.64 | 4,493 | 123.31 | ||||
2025-08-13 | 13F | 维加投资解决方案 | 14,063 | -9.57 | 3,876 | 42.19 | ||||
2025-08-11 | 13F | 奥德投资管理有限公司 | 4,289 | 0.05 | 1,182 | 64.85 | ||||
2025-07-25 | NP | CFIAX - 哥伦比亚灵活资本收益基金 A 类 | 25,000 | 0.00 | 6,052 | 21.38 | ||||
2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 87 | 3.57 | 24 | 64.29 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 12,779 | 1.52 | 3,522 | 67.16 | ||||
2025-07-25 | NP | INUTX - 哥伦比亚股息机会基金 A 类 | 105,000 | 0.00 | 25,417 | 21.38 | ||||
2025-07-10 | 13F | 贝克天职金融有限公司 | 7,649 | -7.82 | 2,108 | 51.76 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | Call | 1,000 | 2 | |||||
2025-08-04 | 13F | 4wealth 顾问公司 | 2,853 | 0.21 | 787 | 65.13 | ||||
2025-08-27 | NP | TLGAX - Timothy 大型/中型成长基金 A 类 | 44,262 | -2.45 | 12,201 | 60.59 | ||||
2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 2,917 | -9.61 | 804 | 48.89 | ||||
2025-08-12 | 13F | 贝德尔财务咨询公司 | 3,307 | -3.81 | 912 | 32.61 | ||||
2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 312,038 | -2.27 | 75,535 | 18.62 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 103 | -39.77 | 17 | -56.41 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 3,200 | -39.00 | 1 | |||||
2025-08-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 329,138 | -3.13 | 90,727 | 59.49 | ||||
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 | 217,641 | -8.21 | 59,993 | 51.12 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 661,272 | -4.97 | 182,280 | 56.46 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 934,447 | 7.98 | 257,580 | 77.77 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 42,367 | -9.66 | 11,678 | 48.75 | ||||
2025-06-26 | NP | FAPCX - 富达国际资本增值K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 148,199 | 30.27 | 28,524 | 13.31 | ||||
2025-08-08 | 13F | Opinicus 资本公司 | 4,141 | 23.50 | 1,141 | 103.39 | ||||
2025-08-26 | NP | AB 可变产品系列基金,股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 32,959 | 0.00 | 9,085 | 64.64 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 41,307 | 11.13 | 11,386 | 82.97 | ||||
2025-08-13 | 13F | 林奇资产管理公司 | 16,900 | 4,658 | ||||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 276,632 | -0.22 | 76,254 | 64.28 | ||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 188,239 | -1.47 | 51,888 | 62.22 | ||||
2025-06-26 | NP | FGILX - 富达全球股票收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,579 | 16.24 | 689 | 1.03 | ||||
2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | 54,109 | 3.43 | 14,915 | 70.30 | ||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 14,175 | 14.81 | 3,907 | 89.02 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 4,863 | -36.63 | 1,177 | -23.07 | ||||
2025-08-29 | NP | SUPP - 一号引擎变革供应链 ETF | 2,204 | -12.37 | 647 | 33.68 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 69,263 | 0.28 | 19,248 | 53.16 | ||||
2025-08-07 | 13F | 理查德杨有限公司 | 136,622 | 0.56 | 37,660 | 65.55 | ||||
2025-06-27 | NP | AACRX - 战略配置:保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,371 | -5.38 | 264 | -17.81 | ||||
2025-06-23 | NP | 伊顿万斯税务管理全球多元化股票收益基金 | 151,414 | 0.00 | 29,143 | -13.02 | ||||
2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 36,130 | -1.75 | 9,959 | 61.75 | ||||
2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 268 | 74 | ||||||
2025-08-05 | 13F | 平衡风险投资有限责任公司 | 19,114 | 1.43 | 5,269 | 66.97 | ||||
2025-08-13 | 13F | 卡米尼亚克妊娠 | 833,124 | 1.15 | 229,651 | 66.52 | ||||
2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 137 | 38.38 | 38 | 131.25 | ||||
2025-06-25 | NP | PYVLX - Payden 股权收益基金(投资者类别) | 25,300 | 0.00 | 4,869 | -13.02 | ||||
2025-07-17 | 13F | 蓝球顾问有限责任公司 | 1,598 | 0.00 | 440 | 64.79 | ||||
2025-08-14 | 13F | 阿普里姆顾问 | 8,859 | -0.35 | 2,442 | 64.11 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 37,479 | 0.64 | 10,331 | 65.69 | ||||
2025-07-29 | NP | 一篮子 ETF 信托 - 一篮子科技巨头精选 ETF | 4,565 | -13.05 | 1,105 | 5.54 | ||||
2025-08-13 | 13F | 动态财富策略有限责任公司 | 671 | 49.78 | 185 | 145.33 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 2,346,489 | 6.03 | 646,810 | 74.56 | ||||
2025-07-07 | 13F | 第一社区信托基金 | 5,257 | -0.19 | 1,449 | 64.47 | ||||
2025-07-29 | 13F | 财务协同财富顾问公司 | 1,260 | 347 | ||||||
2025-08-07 | 13F | 旗舰财富顾问有限公司 | 149 | 41 | ||||||
2025-08-14 | 13F | 谢顿资本有限公司 | 1,920 | 0.00 | 529 | 64.80 | ||||
2025-08-11 | 13F | 展望财富顾问有限责任公司 | 7,938 | 0.76 | 2,188 | 65.88 | ||||
2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 3,183 | -70.72 | 613 | -74.55 | ||||
2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 4,785 | 3.68 | 1,319 | 70.73 | ||||
2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 137,602 | -11.59 | 37,930 | 45.56 | ||||
2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 573,962 | 7.86 | 138,939 | 30.93 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 7,207 | 5.17 | 1,987 | 73.15 | ||||
2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF | 27,227 | 9.67 | 7,505 | 80.58 | ||||
2025-07-11 | 13F | 韦瑟利资产管理公司 | 9,919 | 4.31 | 2,734 | 71.73 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -5,928 | -4.71 | -1,634 | 56.96 | |||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 70,115 | 2.13 | 20,593 | 55.85 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 486,962 | -8.40 | 134,231 | 50.80 | ||||
2025-08-13 | 13F | 周大福资本管理有限合伙人 | 38,950 | -20.43 | 10,737 | 31.01 | ||||
2025-08-27 | 13F | 蒙罗合伙公司 | 205,216 | 56,568 | ||||||
2025-05-14 | 13F | 车床资本有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-14 | 13F | 车床资本有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 42,548 | 3.33 | 11,728 | 70.12 | ||||
2025-08-29 | NP | JAFGX - 资本增值信托资产净值 | 132,099 | -11.99 | 36,413 | 44.90 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 112,054 | 46.62 | 30,888 | 141.40 | ||||
2025-08-05 | 13F | 大通投资顾问公司 | 30,122 | -2.41 | 8 | 60.00 | ||||
2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 5,446,168 | -14.68 | 1,048,224 | -25.78 | ||||
2025-07-29 | NP | JHCPX - 资本增值基金类资产净值 | 184,456 | -50.61 | 44,651 | -40.05 | ||||
2025-07-17 | 13F | 阿格斯投资者顾问公司 | 6,989 | -12.20 | 1,927 | 44.59 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 2,846,832 | -0.38 | 784,729 | 64.00 | ||||
2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 19,075 | 3.04 | 5,258 | 69.67 | ||||
2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 比奇山顾问公司 | 23,704 | -35.90 | 6,534 | 5.54 | ||||
2025-08-04 | 13F | 家庭财富集团有限责任公司 | 1,146 | 316 | ||||||
2025-07-15 | 13F | 卡尔金融集团公司 | 6,166 | 1.93 | 1,700 | 67.89 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a) | 1,546,835 | 82.97 | 426,385 | 201.24 | ||||
2025-05-14 | 13F | NCM资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 特里维斯特顾问有限公司 | 565,000 | 155,742 | ||||||
2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-03 | 13F | 麦克莱恩资产管理公司 | 3,013 | 9.64 | 813 | 89.95 | ||||
2025-04-22 | 13F | Breakthru 咨询服务有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 1,811,881 | -3.88 | 499,446 | 58.25 | ||||
2025-08-28 | NP | ABLOX - 阿尔及尔平衡投资组合 I-2 级 | 11,570 | -2.32 | 3,189 | 60.82 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 50,881 | 17.49 | 9,793 | 2.20 | ||||
2025-07-18 | 13F | Centricity 财富管理有限公司 | 1,915 | -1.79 | 528 | 61.66 | ||||
2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 87,536 | 16.09 | 16,848 | 0.98 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-21 | 13F | 投资组合策略公司 | 979 | 270 | ||||||
2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 格柏川崎财富与投资管理 | 41,362 | 1.85 | 11,402 | 67.69 | ||||
2025-08-25 | NP | FAI - First Trust Bloomberg 人工智能 ETF | 2,646 | 63.23 | 729 | 169.00 | ||||
2025-07-23 | 13F | 弗里登塔尔金融公司 | 77 | 21 | ||||||
2025-08-06 | 13F | 云泰资本管理有限公司/香港 | 113,223 | 31,210 | ||||||
2025-08-06 | 13F | 云泰资本管理有限公司/香港 | Call | 272,500 | 75,115 | |||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 53,188 | 1.26 | 14,661 | 66.72 | ||||
2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 374,682 | -0.50 | 103,281 | 63.81 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 6,461,529 | 70.73 | 1,775,200 | 180.15 | ||||
2025-07-29 | 13F | 价值观第一顾问公司 | 3,018 | -1.11 | 832 | 62.62 | ||||
2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 32,264 | 2.79 | 8,894 | 69.23 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,774,563 | 27.57 | 489,158 | 125.38 | ||||
2025-08-13 | 13F | 布伦特维尤投资管理有限公司 | 22,723 | -1.88 | 6,264 | 61.54 | ||||
2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 789,698 | 0.42 | 217,680 | 65.32 | ||||
2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 2,100 | 508 | ||||||
2025-08-12 | 13F | 瑞士国家银行 | 13,521,630 | 7.66 | 3,727,237 | 77.25 | ||||
2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 32,916 | -3.40 | 7,968 | 17.25 | ||||
2025-08-11 | 13F | LSV资产管理 | 204 | 264.29 | 0 | |||||
2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 53,418 | 3.60 | 14,388 | 45.97 | ||||
2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 16,394 | -2.97 | 5 | 100.00 | ||||
2025-07-25 | 13F | 橡树岭投资有限公司 | 207,064 | 1.28 | 57,077 | 66.75 | ||||
2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 14,950 | -1.32 | 2,877 | -14.17 | ||||
2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 5,270 | 0.00 | 1,453 | 64.63 | ||||
2025-08-06 | 13F | 苏德斯财务顾问 | 29,364 | 0.32 | 8,094 | 65.18 | ||||
2025-08-14 | 13F | Ssi投资管理有限公司 | 3,778 | -41.50 | 1,041 | -3.70 | ||||
2025-08-14 | 13F | 布罗伊希尔资产管理公司 | 2,285 | -9.58 | 630 | 48.70 | ||||
2025-08-28 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI 全球基金系列 II | 154,342 | 6.28 | 42,544 | 74.98 | ||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 64,337 | 26.16 | 17,735 | 107.71 | ||||
2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 1,516 | 418 | ||||||
2025-07-21 | 13F | 单点合作伙伴有限责任公司 | 816 | 0 | ||||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 10,178 | 1.26 | 2,806 | 66.77 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 324,955 | 89,574 | ||||||
2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 1,218 | -13.00 | 0 | |||||
2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,962 | 0.00 | 7,156 | 64.66 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 6,936 | -4.57 | 1,912 | 57.15 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 6,841 | 6.87 | 1,886 | 76.00 | ||||
2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 13,258 | -3.17 | 4 | 50.00 | ||||
2025-07-18 | 13F | 宾夕法尼亚资本管理公司 /adv | 1,150 | -31.83 | 317 | 12.06 | ||||
2025-08-11 | 13F | 八面体资本管理有限公司 | 2,550 | 703 | ||||||
2025-05-30 | NP | PIMCO 能源和战术信贷机会基金 | Short | -30,300 | -5,073 | |||||
2025-07-15 | 13F | Kwmg 有限公司 | 782 | 216 | ||||||
2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 170,717 | -7.12 | 47,058 | 52.91 | ||||
2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 146,893 | 72.82 | 40,491 | 184.53 | ||||
2025-08-05 | 13F | HFG 顾问公司 | 940 | 259 | ||||||
2025-07-29 | 13F | 北方资本管理公司 | 802 | 221 | ||||||
2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 2,262 | 15.41 | 611 | 85.98 | ||||
2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 3,838 | 1 | ||||||
2025-06-30 | NP | ASIAX - 景顺亚太成长基金 A 类 | 44,879 | -14.71 | 8,638 | -25.81 | ||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -10,053 | 32.09 | -2,434 | 60.38 | |||
2025-08-14 | 13F | BW Gestao de Investimentos Ltda。 | 53,200 | 133.33 | 14,665 | 284.18 | ||||
2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 3,620 | 64.32 | 998 | 170.92 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺顶级 QQQ ETF | 4,212 | -29.41 | 811 | -38.64 | ||||
2025-08-14 | 13F | 跨大西洋银行 | 47,632 | 6.75 | 13,151 | 76.04 | ||||
2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 15,733 | -0.47 | 4,337 | 63.87 | ||||
2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 45,263 | 8.43 | 12,477 | 78.51 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 5,583 | 103.02 | 1,539 | 234.35 | ||||
2025-04-15 | 13F | 会员财富有限责任公司 | 2,881 | 1.55 | 482 | -28.06 | ||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 2,110 | 5.45 | 582 | 73.43 | ||||
2025-06-26 | NP | PGKAX - PGIM Jennison 科技基金 A 类 | 12,589 | -24.91 | 2,423 | -34.67 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 29,474 | 13.74 | 8,124 | 85.39 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 561,447 | 6.52 | 154,763 | 75.38 | ||||
2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 377,593 | -35.17 | 72,675 | -43.60 | ||||
2025-07-21 | 13F | 刚玉集团有限公司 | 5,625 | 0.02 | 1,551 | 64.72 | ||||
2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Put | 589,400 | 16.12 | 162 | 92.86 | |||
2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Call | 163,700 | -15.84 | 45 | 40.63 | |||
2025-07-14 | 13F | 财务咨询合作伙伴有限公司 | 30,616 | -6.48 | 8,439 | 54.00 | ||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 1,680 | 0.00 | 463 | 64.77 | ||||
2025-07-18 | 13F | 信托金融公司 | 2,964,271 | 1.79 | 817,101 | 67.58 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 143,932 | -24.34 | 39,675 | 24.57 | ||||
2025-07-08 | 13F | 金石金融集团有限公司 | 5,273 | 12.05 | 1,451 | 84.24 | ||||
2025-08-07 | 13F | 工厂互助保险公司 | 833,945 | -4.96 | 229,877 | 56.47 | ||||
2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | Put | 15,000 | -70.00 | 4,135 | -50.62 | |||
2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 1,870 | 0.21 | 556 | 77.88 | ||||
2025-08-06 | 13F | NVWM有限公司 | 24,212 | 0.20 | 6,674 | 64.97 | ||||
2025-07-07 | 13F | 信托公司 | 300 | 0.00 | 83 | 64.00 | ||||
2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 3,488 | -88.00 | 961 | -80.25 | ||||
2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 13,512 | -6.63 | 3,724 | 53.76 | ||||
2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 41,569 | 5.19 | 11,459 | 73.19 | ||||
2025-08-26 | NP | GGEYX - 机构成长股票基金 | 109,195 | 0.00 | 30,100 | 64.64 | ||||
2025-07-29 | 13F | 大师财富管理有限公司 | 1,343 | 370 | ||||||
2025-08-11 | 13F | LCNB公司 | 21,685 | -2.67 | 5,977 | 60.24 | ||||
2025-08-15 | NP | MTCGX - M 大盘成长基金 | 45,880 | 55.26 | 12,647 | 155.63 | ||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 262,163 | 18.22 | 72,265 | 94.63 | ||||
2025-08-08 | 13F | 金融引力公司 | 1,050 | 1,400.00 | 289 | 1,706.25 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,610 | -11.68 | 444 | 37.15 | ||||
2025-06-24 | NP | KLCAX - 联邦考夫曼大盘基金 A 类股票 | 177,191 | 0.00 | 34,104 | -13.02 | ||||
2025-08-05 | 13F | 维瑞特资产管理公司 | 4,823 | -0.29 | 1,330 | 64.07 | ||||
2025-08-08 | 13F | 认可投资者公司 | 2,660 | 5.89 | 733 | 74.52 | ||||
2025-04-25 | 13F | KJ 哈里森合伙人公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 1,608 | 12.29 | 443 | 85.36 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 1,774 | -89.32 | 489 | -82.41 | ||||
2025-06-26 | NP | IDAT - iShares 云 5G 和科技 ETF | 1,119 | 0.45 | 215 | -12.60 | ||||
2025-08-11 | 13F | 多尔西赖特事务所 | 28,742 | 5.44 | 7,923 | 73.60 | ||||
2025-08-20 | 13F | 北达拉斯银行与信托公司 | 4,420 | 1,218 | ||||||
2025-06-26 | NP | NUGAX - Nuveen Santa Barbara 全球股息增长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,282 | -1.11 | 824 | -13.99 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 91,690 | 24.22 | 25,274 | 104.52 | ||||
2025-04-09 | 13F | 达科他社区银行和信托 NA | 1,685 | 0.00 | 282 | -27.69 | ||||
2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 325,014 | -5.25 | 62,555 | -17.58 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 27,490 | 1.91 | 7,578 | 67.78 | ||||
2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 591,343 | 30.76 | 143,146 | 58.72 | ||||
2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋基金 VCT 投资组合 II 类 | 15,512 | 18.14 | 4,276 | 94.49 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 1,445 | 64.39 | 383 | 158.78 | ||||
2025-07-17 | 13F | 罗宾斯法利有限公司 | 24,226 | -18.51 | 6,678 | 34.16 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 65,491 | 51.39 | 18,053 | 149.23 | ||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 65,740 | 0.51 | 18,121 | 65.49 | ||||
2025-07-30 | 13F | CORDA 投资管理有限公司。 | 4,946 | 1,363 | ||||||
2025-06-26 | NP | 克拉夫全球股票基金 | 24,408 | 79.37 | 4,698 | 55.99 | ||||
2025-07-21 | 13F | 安角储蓄银行 | 1,786 | -0.28 | 492 | 64.55 | ||||
2025-08-06 | 13F | 加里森点顾问有限公司 | 880 | 243 | ||||||
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 | 15,357 | -2.36 | 4,233 | 60.77 | ||||
2025-08-12 | 13F/A | 卡斯特兰集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 10,834 | -54.10 | 2,986 | -24.44 | ||||
2025-05-15 | 13F | 布雷文·霍华德资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 重大财富管理有限公司 | 1,233 | -6.94 | 340 | 53.39 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 312,801 | 2.40 | 86,220 | 68.59 | ||||
2025-07-14 | 13F | 哈林顿投资公司 | 1,765 | -6.61 | 487 | 53.80 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 62,219 | 1.69 | 18,055 | 53.44 | ||||
2025-08-01 | 13F | 张氏金融有限责任公司 | 21,487 | -2.18 | 5,923 | 61.06 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 253,828 | 3.75 | 69,968 | 70.81 | ||||
2025-08-12 | 13F | 卡温顿投资顾问公司 | 140,419 | -3.40 | 39 | 58.33 | ||||
2025-07-30 | NP | AMAGX - 阿曼那成长基金投资者股票 | 1,150,000 | 0.00 | 278,380 | 21.38 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 93,810 | 0.43 | 25,859 | 65.34 | ||||
2025-08-13 | 13F | 专题资产管理 | 73,842 | 91.27 | 20,355 | 214.93 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 1,878 | 10.67 | 518 | 82.04 | ||||
2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,855,095 | 49.26 | 511,357 | 145.74 | ||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 236,451 | -5.47 | 45,510 | -17.78 | ||||
2025-08-28 | NP | ARIGX - 亚里士多德成长股票基金 I 类 | 40,154 | -5.96 | 11,068 | 54.82 | ||||
2025-08-08 | 13F | 您的倡导者有限公司 | 110 | 0.00 | 30 | 66.67 | ||||
2025-07-30 | NP | SEEFX - Saturna可持续股票基金 | 2,500 | 0.00 | 605 | 21.49 | ||||
2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 15,672 | -6.54 | 4,320 | 53.87 | ||||
2025-08-29 | NP | JACAX - Janus Henderson四十投资组合服务股票 | 256,923 | 14.05 | 70,821 | 87.77 | ||||
2025-08-04 | 13F | UNIVEST金融公司 | 155,699 | 3.20 | 42,918 | 69.90 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 10,127,600 | 7.92 | 2,791,673 | 77.68 | |||
2025-08-12 | 13F | 北极星金融公司 | 1,977 | 545 | ||||||
2025-05-15 | 13F | 前奏资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 7,357 | 17.32 | 2,028 | 93.23 | ||||
2025-07-30 | NP | ZDIVX - Zacks 股息基金投资者类别股份 | 6,792 | -10.89 | 1,644 | 8.16 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 1,153,179 | 7.58 | 317,874 | 77.11 | ||||
2025-08-14 | 13F | 飞行甲板资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 对抗投资管理公司 | 3,068 | 0.46 | 846 | 65.36 | ||||
2025-06-26 | NP | USAAX - 成长基金股票 | 153,626 | -4.99 | 29,568 | -17.36 | ||||
2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 3,210 | 4.87 | 885 | 72.66 | ||||
2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 187,745 | 1.96 | 51,752 | 67.87 | ||||
2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 48,349,632 | 1.44 | 13,327,576 | 67.00 | ||||
2025-07-30 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 860 | 0.00 | 208 | 21.64 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,565 | 14.15 | 432 | 88.21 | ||||
2025-07-23 | 13F | 北方财务顾问公司 | 15,880 | 0.19 | 4,377 | 64.98 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 639,966 | -37.07 | 176 | 3.53 | ||||
2025-07-18 | 13F | 哥伦比亚资产管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 2,963 | 0.00 | 817 | 64.52 | ||||
2025-07-09 | 13F | 市场街财富管理顾问有限公司 | 2,260 | 53.85 | 623 | 153.88 | ||||
2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 7,655 | 4.89 | 1,853 | 27.35 | ||||
2025-08-14 | 13F | 西特投资联营公司 | 489,333 | -8.02 | 135 | 50.56 | ||||
2025-06-27 | NP | PSECX - 1789 成长和收益基金 C 类股票 | 9,420 | 0.00 | 1,813 | -13.00 | ||||
2025-07-08 | 13F | Range金融集团有限责任公司 | 7,416 | 1.59 | 2,044 | 67.27 | ||||
2025-07-16 | 13F | 老虎橡树管理有限公司 | 3,962 | 9.06 | 1,092 | 79.61 | ||||
2025-07-24 | 13F | 财务安全顾问公司 | 5,738 | 2.76 | 1,582 | 69.27 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 4,034 | -11.48 | 1,112 | 45.80 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 1,015,200 | 15.24 | 279,840 | 89.73 | ||||
2025-07-30 | 13F | 拉斐特投资公司 | 6,030 | 15.85 | 1,662 | 90.82 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 701,288 | 4.73 | 193,310 | 72.43 | ||||
2025-06-26 | NP | LGLAX - 阿贝特勋爵成长领袖基金 A 类 | 663,401 | 23.57 | 127,685 | 7.49 | ||||
2025-07-23 | 13F | 奥普伦金融集团有限公司 | 857 | 236 | ||||||
2025-07-10 | 13F | 瑞典银行 | 14,066,696 | 0.71 | 3,877,485 | 65.81 | ||||
2025-08-14 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 1,415 | 390 | ||||||
2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 812 | 224 | ||||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 13,342 | 58.04 | 3,678 | 160.30 | ||||
2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,412 | 29.26 | 24,908 | 12.44 | ||||
2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 4,908 | 7.89 | 945 | -6.16 | ||||
2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 8,420 | 9.41 | 1,621 | -4.82 | ||||
2025-07-18 | 13F | 三部曲资本公司 | 14,186 | 8.49 | 3,910 | 78.62 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer 全球配置基金 R 级 | 3,691 | 1.99 | 710 | -11.25 | ||||
2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 67,310 | -2.00 | 19 | 63.64 | ||||
2025-05-07 | 13F | 无畏投资集团有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 1,500,590 | 5.39 | 412,102 | 72.57 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 520,300 | -39.30 | 143,421 | -0.07 | |||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 214,709 | -0.98 | 59,185 | 63.03 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 81,200 | -63.98 | 22,383 | -40.69 | |||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 51,570 | -89.15 | 14,215 | -82.14 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 411,502 | 4.61 | 113,431 | 72.23 | ||||
2025-07-23 | 13F | HTG 投资顾问公司 | 838 | 231 | ||||||
2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 3,673 | 6.40 | 1,012 | 75.39 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 297 | 28.02 | 82 | 113.16 | ||||
2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 2,354 | -39.31 | 649 | -13.60 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 19,716 | 16.78 | 5,435 | 92.29 | ||||
2025-07-24 | 13F | 鲍德温兄弟公司/马 | 8,746 | -8.41 | 2,411 | 50.81 | ||||
2025-07-29 | NP | SPFAX - PGIM JENNISON 聚焦增长基金 A 类 | 320,472 | -13.20 | 77,577 | 5.36 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 204,105 | -81.96 | 56,262 | -70.31 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 7,444,000 | -5.90 | 2,051,939 | 54.92 | |||
2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 2,813 | -0.81 | 775 | 63.50 | ||||
2025-07-29 | 13F | 温德尔大卫联合公司 | 1,336 | 0.00 | 0 | |||||
2025-08-12 | 13F | 克利尔沃特资本顾问有限公司 | 1,481 | -4.20 | 408 | 58.14 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 511,836 | -1.45 | 141,088 | 62.25 | ||||
2025-08-13 | 13F | 泰拉莫顾问有限责任公司 | 1,160 | 320 | ||||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 565,948 | -0.69 | 156,004 | 63.50 | ||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 2,543 | -83.18 | 701 | -72.31 | ||||
2025-05-15 | 13F | 南街顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | Modus 顾问有限责任公司 | 4,032 | 1.66 | 1,111 | 67.32 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 487 | -1.62 | 134 | 63.41 | ||||
2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 550 | -18.15 | 152 | 34.82 | ||||
2025-08-11 | 13F | 斯通布鲁克私人公司 | 44,226 | 4.89 | 12,191 | 72.70 | ||||
2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,505,790 | 19.29 | 415,071 | 96.39 | ||||
2025-07-15 | 13F | BCS财富管理 | 2,865 | 77.95 | 1 | |||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 84,014 | 12.16 | 23,159 | 84.66 | ||||
2025-05-09 | 13F | 达美金融集团有限公司 | 5,620 | 0.41 | 1 | 0.00 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 129,057 | -6.38 | 35,575 | 54.13 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 80,680 | 5.07 | 22,240 | 72.99 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - Nasdaq-100® 指数投资组合 | 48,620 | -4.53 | 13,402 | 57.19 | ||||
2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 1,265 | 16.70 | 243 | 1.67 | ||||
2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 66,310 | 29.88 | 18,278 | 113.85 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 联合银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 王财富 | 2,824 | 2.43 | 1 | |||||
2025-08-15 | 13F | 查普曼金融集团有限公司 | 710 | 22.41 | 196 | 45.52 | ||||
2025-07-09 | 13F | 外汇银行 | 2,119 | 2.91 | 584 | 69.77 | ||||
2025-07-23 | 13F | 兰辛街顾问公司 | 1,895 | 14.92 | 522 | 89.13 | ||||
2025-08-13 | 13F | 法国外贸银行 | 967,720 | -48.97 | 266,752 | -14.40 | ||||
2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 611,032 | 1.53 | 117,605 | -11.68 | ||||
2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 95,103 | 98.85 | 26,215 | 227.40 | ||||
2025-06-24 | NP | CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND I 类股份 | 4,294 | -40.64 | 826 | -48.37 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Put | 226,500 | -34.71 | 62,435 | 7.49 | |||
2025-08-04 | 13F | 米尔资本管理有限责任公司 | 1,750 | 0.00 | 482 | 64.51 | ||||
2025-08-18 | 13F/A | 野村控股公司 | 200,723 | -29.62 | 55,329 | 15.87 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 143,500 | -17.77 | 39,556 | 35.39 | |||
2025-07-31 | 13F/A | 亚飞财富 | 1,965 | 32.41 | 1 | |||||
2025-07-30 | 13F | Eqis资本管理公司 | 11,111 | -10.97 | 3,063 | 46.58 | ||||
2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 65,289 | 0.30 | 18 | 70.00 | ||||
2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 1,448 | 399 | ||||||
2025-07-07 | 13F | 普通合伙人有限公司 | 6,630 | 0.00 | 1,828 | 64.59 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 16,812 | 3.64 | 4,634 | 70.68 | ||||
2025-08-12 | 13F | 白松资本有限公司 | 3,030 | 77.61 | 835 | 192.98 | ||||
2025-06-26 | NP | SJGIX - Steward 大盘成长基金机构类别 | 21,000 | 10.53 | 4,042 | -3.88 | ||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 1,419 | 391 | ||||||
2025-06-13 | NP | ADAVX - 安本动态股息基金 A 类 | 13,500 | -2.17 | 2,598 | -14.90 | ||||
2025-07-24 | 13F | 伯纳德财富管理公司 | 840 | -42.15 | 232 | -4.94 | ||||
2025-08-04 | 13F | 大陆投资者服务公司 | 849 | 234 | ||||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI 资本增值基金系列 II | 117,200 | -6.79 | 32,306 | 53.46 | ||||
2025-07-08 | 13F | 下一级私人有限责任公司 | 8,874 | 0.33 | 2,446 | 65.27 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-19 | 13F | 坎贝尔资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 43,516 | 21.05 | 8,376 | 5.29 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 5,510,913 | 3.11 | 1,519,083 | 69.75 | ||||
2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 6,306 | -7.09 | 1,738 | 10.49 | ||||
2025-07-30 | NP | SCORX - Sextant 核心基金 | 2,300 | 0.00 | 557 | 21.40 | ||||
2025-07-22 | 13F | 西尔维娅·麦科尔财富管理有限公司 | 5,530 | 0.00 | 1,524 | 64.76 | ||||
2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 14,432 | 29.57 | 3,494 | 57.27 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 7,215 | 15.11 | 1,989 | 89.51 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 4,797 | 0.71 | 1,322 | 65.87 | ||||
2025-08-14 | 13F | 阿尔肯资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F | IronBridge 私人财富有限责任公司 | 1,778 | 11.75 | 298 | -19.29 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 1,024 | -74.97 | 282 | -58.77 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择大型股票基金 1 类 | 302,642 | -24.20 | 83,423 | 24.79 | ||||
2025-08-14 | 13F | 改善有限责任公司 | 1,485 | 11.15 | 0 | |||||
2025-07-30 | 13F | 凤凰控股有限公司 | 211,125 | 31.50 | 57,546 | 113.68 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | Put | 5,100 | 0.00 | 1,406 | 64.71 | |||
2025-08-26 | NP | Profunds - Profunds 半导体副总裁 | 17,721 | -45.04 | 4,885 | -9.52 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | Call | 1,100 | 303 | |||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 97,938 | -1.59 | 26,997 | 62.02 | ||||
2025-08-13 | 13F | 资本财富有限公司 | 8,469 | 17.25 | 2,334 | 93.05 | ||||
2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 68,834 | -11.47 | 18,974 | 45.76 | ||||
2025-07-23 | 13F | 海明威信托有限责任公司 | 2,200 | 0.00 | 606 | 64.67 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 876,992 | 4.06 | 241,743 | 71.33 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 668,955 | -2.28 | 168,660 | 48.52 | ||||
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 | 83,764 | 11.05 | 20,277 | 34.80 | ||||
2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,267,263 | 6.84 | 2,003,221 | 75.90 | ||||
2025-08-13 | 13F | 柯罗尼资本公司 | 110,058 | -17.84 | 30,337 | 35.27 | ||||
2025-08-13 | 13F | 西万特资本管理有限责任公司 | 273,034 | 0.54 | 75,262 | 65.52 | ||||
2025-08-08 | 13F | Bouchey金融集团有限公司 | 2,200 | 9.56 | 606 | 80.36 | ||||
2025-07-30 | 13F | 杜普雷金融集团有限责任公司 | 1,179 | -5.91 | 325 | 55.50 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 798,200 | 105.25 | 220,024 | 237.91 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 143,500 | -49.72 | 39,556 | -17.22 | |||
2025-06-26 | NP | USNQX - 纳斯达克 100 指数基金 | 1,397,651 | -0.46 | 269,006 | -13.41 | ||||
2025-08-28 | NP | STFBX - State Farm 平衡基金 | 37,700 | 301.06 | 10,392 | 301.08 | ||||
2025-07-29 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 1,088 | 0.93 | 263 | 22.90 | ||||
2025-07-22 | 13F | Orca 财富管理有限公司 | 16,779 | -1.68 | 4,625 | 61.88 | ||||
2025-08-01 | 13F | 美国通用投资者公司 | Put | 50,000 | 12,000 | |||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 3,416,413 | -5.12 | 939,095 | 55.58 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 11,764 | 1.19 | 3,243 | 66.60 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 5,801 | 7.57 | 1,599 | 77.27 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 12,693 | 10.06 | 3,499 | 81.24 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 158,445 | 0.23 | 43,675 | 65.02 | ||||
2025-07-30 | 13F | 私人资本顾问公司 | 1,223 | 337 | ||||||
2025-08-27 | NP | TLVAX - Timothy 大/中型价值基金 A 类 | 29,874 | -7.62 | 8,235 | 52.09 | ||||
2025-08-26 | NP | DELAWARE VIP TRUST - 特拉华 VIP 全额回报系列服务 | 1,481 | 0.00 | 408 | 65.18 | ||||
2025-04-29 | 13F | PBCay One RSC 有限公司 | 398,665 | 66,748 | ||||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 16,372 | 35.06 | 4,514 | 122.04 | ||||
2025-07-09 | 13F | 催化剂私人财富有限公司 | 4,003 | -0.35 | 1,103 | 64.14 | ||||
2025-05-14 | 13F | 猎户座资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 119,507 | 5.88 | 32,942 | 74.32 | ||||
2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 36,555,173 | -5.40 | 10,076,433 | 55.74 | ||||
2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 78,134 | -20.49 | 21,538 | 30.90 | ||||
2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 35,376 | 2.63 | 8,563 | 24.57 | ||||
2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 362,162 | 87,669 | ||||||
2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 3,704 | 1,021 | ||||||
2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 12,717 | 3,505 | ||||||
2025-06-26 | NP | SJCAX - Steward 大盘核心基金 A 类 | 6,000 | 20.00 | 1,155 | 4.34 | ||||
2025-07-29 | 13F | 温盖特财富顾问有限公司 | 1,350 | 0.00 | 372 | 64.60 | ||||
2025-08-04 | 13F | BLB&B 顾问有限公司 | 7,517 | -25.67 | 2,072 | 22.39 | ||||
2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 62,430 | -0.13 | 17 | 70.00 | ||||
2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 111,653 | 4.93 | 30,777 | 72.75 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 4,506 | -1.89 | 1,242 | 61.51 | ||||
2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 13,497 | 0.96 | 3,720 | 66.22 | ||||
2025-08-14 | 13F | 帝国人寿投资公司 | 61,153 | -0.60 | 16,857 | 63.65 | ||||
2025-08-01 | NP | 美国通用投资者公司 | 160 | -286.05 | ||||||
2025-06-24 | NP | MBNAX - MainStay 平衡基金 A 类 | 17,766 | 3,419 | ||||||
2025-08-12 | 13F | one8zero8有限责任公司 | 4,391 | -4.81 | 1,210 | 56.74 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 2,841 | -3.07 | 783 | 59.80 | ||||
2025-07-29 | 13F | 经验资产管理有限责任公司 | 2,422 | 0.92 | 667 | 66.33 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 36,998 | 18.07 | 10,198 | 94.40 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 4,426 | 8.75 | 1,220 | 79.15 | ||||
2025-07-07 | 13F | 第一公民金融公司 | 1,367 | 377 | ||||||
2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 11,165 | -9.33 | 3,078 | 49.30 | ||||
2025-07-30 | 13F | 工作室投资管理有限公司 | 17,203 | -9.30 | 4,742 | 49.35 | ||||
2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 18,263 | 7.15 | 5,034 | 76.45 | ||||
2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,116,361 | -5.43 | 10,506,775 | 55.69 | ||||
2025-06-25 | NP | EFCAX - Emerald Insights 基金 A 类 | 3,596 | -8.82 | 692 | -20.64 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 105,216 | -3.50 | 29,003 | 58.87 | ||||
2025-08-26 | NP | 机构投资策略基金 | 340 | 10.75 | 94 | 82.35 | ||||
2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 2,836 | 4.88 | 782 | 72.79 | ||||
2025-04-22 | 13F | 卡斯尔维尤合伙人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 1,655 | 5.68 | 456 | 74.05 | ||||
2025-08-12 | 13F | AIMZ 投资顾问有限公司 | 1,290 | 0.00 | 356 | 65.12 | ||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 150,050 | 0.38 | 41,361 | 65.26 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 763,829 | 8.06 | 210,541 | 77.90 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 786,129 | -1.59 | 216,696 | 62.02 | ||||
2025-08-26 | NP | OEF - iShares S&P 100 ETF | 2,583,184 | 11.15 | 712,055 | 82.99 | ||||
2025-08-14 | 13F | 赛科斯特管理有限公司 | 14,210 | 51.61 | 3,917 | 149.59 | ||||
2025-07-18 | 13F | 联合银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-23 | NP | CMNWX - 本金资本增值基金(fka西海岸股票基金)A级 | 496,622 | -20.54 | 95,585 | -30.88 | ||||
2025-05-14 | 13F | 遗产财富合作伙伴有限责任公司 | 3,899 | -42.17 | 653 | -58.29 | ||||
2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 4,400 | 73.57 | 847 | 51.07 | ||||
2025-05-15 | 13F | 特内雷资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | 支点资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 2,003 | 50.38 | 552 | 147.53 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 67 | -80.00 | 18 | -67.86 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘成长基金 3 级 | 426,200 | 24.71 | 117,482 | 105.32 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 166,927 | 6.92 | 46,013 | 76.04 | ||||
2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 1,060 | 0 | ||||||
2025-08-12 | 13F | 埃尔德里奇投资顾问公司 | 2,805 | 0.18 | 773 | 65.17 | ||||
2025-08-27 | NP | 源资本公司 /de/ | 2,245 | -37.57 | 619 | 2.66 | ||||
2025-07-10 | 13F | 红鹰财富顾问公司 | 9,977 | 5.80 | 2,750 | 74.27 | ||||
2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 100,913 | -2.50 | 27,817 | 60.53 | ||||
2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 130,740 | 1.58 | 36,038 | 67.24 | ||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 20,463 | 42.30 | 5,641 | 134.32 | ||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 582,830 | 3.15 | 160,657 | 69.82 | ||||
2025-06-23 | NP | 伊顿万斯税务管理多元化股权收益基金 | 299,919 | -10.60 | 57,725 | -22.23 | ||||
2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 101,376 | 12.80 | 19,512 | -1.88 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 37,527 | 2.30 | 10,344 | 68.41 | ||||
2025-09-04 | 13F | 灯塔资本管理公司 | 10 | 3 | ||||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 2,527 | 22.25 | 692 | 99.71 | ||||
2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,346 | -5.38 | 1,029 | -17.76 | ||||
2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 321,389 | 8.76 | 61,858 | -5.40 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 2,082 | 24.52 | 574 | 105.38 | ||||
2025-07-16 | 13F | 真北顾问有限责任公司 | 32,993 | 18.44 | 9,095 | 94.98 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 45,177 | -76.42 | 12,453 | -61.17 | ||||
2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 5,433 | 27.90 | 1,498 | 110.55 | ||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 78,271 | -8.45 | 21,575 | 50.73 | ||||
2025-08-04 | 13F | 财务规划中心有限公司 | 9,562 | 5.25 | 2,636 | 73.24 | ||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 489 | 8.43 | 135 | 78.67 | ||||
2025-06-26 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 326,796 | 30.79 | 62,898 | 13.76 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 16,200 | 200.00 | 4,466 | 393.92 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 22,400 | 314.81 | 6,175 | 582.96 | |||
2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 87,515 | -0.54 | 24,124 | 63.75 | ||||
2025-07-17 | 13F | 景顺有限公司 | 11,175 | -4.56 | 3,080 | 57.14 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 28,805 | -8.50 | 7,940 | 50.66 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 5,314,062 | -1.43 | 1,464,821 | 62.29 | ||||
2025-07-22 | 13F | 净值顾问小组 | 4,747 | 14.25 | 1,308 | 88.20 | ||||
2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 2,273 | -7.30 | 627 | 52.68 | ||||
2025-07-08 | 13F | 帕里西格雷财富管理 | 15,333 | 3.73 | 4,227 | 70.82 | ||||
2025-08-27 | NP | VHGEX - 先锋全球股票基金投资者股票 | 278,793 | 76,849 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 4,903 | 195.01 | 1,352 | -49.36 | ||||
2025-08-08 | 13F | 凤凰财富顾问 | 13,234 | -5.70 | 3,648 | 55.26 | ||||
2025-07-18 | 13F | 切尔西律师公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 1,326,700 | -18.30 | 365,705 | 34.51 | |||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 573,300 | -45.23 | 158,030 | -9.83 | |||
2025-07-25 | NP | MFEGX - MFS成长基金A | 899,724 | -13.17 | 217,796 | 5.40 | ||||
2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 22,047 | 23.02 | 6 | 100.00 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 26,977 | 7,436 | ||||||
2025-06-26 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,288 | -2.71 | 3,135 | -15.39 | ||||
2025-07-14 | 13F | 主线退休顾问有限责任公司 | 913 | 252 | ||||||
2025-07-15 | 13F | StoneCrest 财富管理公司 | 3,030 | 8.49 | 835 | 78.80 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 192,518 | 73.68 | 53,068 | 185.94 | ||||
2025-07-09 | 13F | 渠道财富有限公司 | 12,107 | -27.86 | 3,337 | 18.75 | ||||
2025-08-11 | 13F | 贝塔财富集团有限公司 | 1,138 | -45.76 | 314 | -10.83 | ||||
2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 3,859 | -36.09 | 1,064 | 5.25 | ||||
2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 5,071 | -23.28 | 1,398 | 26.31 | ||||
2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,417 | 20.29 | 850 | 4.68 | ||||
2025-07-23 | 13F | 印第安纳信托投资管理公司 | 2,700 | -19.16 | 744 | 33.09 | ||||
2025-08-05 | 13F | Telos 资本管理公司 | 4,384 | 11.41 | 1,208 | 83.59 | ||||
2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 27,300 | -86.59 | 7,525 | -77.92 | |||
2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 86,300 | -54.53 | 23,789 | -25.14 | |||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 5,889 | 15.04 | 1,623 | 89.38 | ||||
2025-08-11 | 13F | 基石投资者私人有限公司 | 23,819 | 6,566 | ||||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 764 | -99.97 | 212 | -99.95 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 116,204 | 5.12 | 32,032 | 73.08 | ||||
2025-08-14 | 13F | Intermede投资伙伴有限公司 | 392,366 | -41.67 | 108 | -3.57 | ||||
2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 1,124,401 | 0.91 | 309,674 | 65.94 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 1,133,446 | 6.73 | 312,434 | 75.71 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 90,884 | 0.62 | 25,052 | 65.67 | ||||
2025-08-11 | 13F | 玛维斯塔投资合伙公司 | 166,769 | -22.99 | 45,970 | 26.79 | ||||
2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 153,700 | -0.65 | 37,206 | 20.60 | ||||
2025-08-08 | 13F | 财富联盟 | 26,759 | 6.39 | 7,376 | 75.16 | ||||
2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 3,089 | -0.19 | 851 | 64.29 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 91,378 | 3.40 | 25,188 | 70.22 | ||||
2025-08-07 | 13F | 银色顾问公司 | 2,113 | -6.55 | 582 | 53.97 | ||||
2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 17,129,616 | 45.93 | 4,721,779 | 140.26 | ||||
2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 270 | 74 | ||||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 11,418 | -37.93 | 3,147 | 2.21 | ||||
2025-07-15 | 13F | Peddock 资本顾问有限公司 | 13,089 | 4.47 | 3,608 | 72.06 | ||||
2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,024 | 0.00 | 7,026 | 21.37 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | 2,892 | 2.77 | 797 | 69.21 | ||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 6,584 | 21.77 | 1,815 | 100.44 | ||||
2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 95,275 | -13.81 | 26,263 | 41.90 | ||||
2025-07-25 | NP | SLMCX - 哥伦比亚塞利格曼通信和信息基金 A 级 | 3,611,990 | 0.00 | 874,354 | 21.38 | ||||
2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 85,230 | 0.00 | 16,404 | -13.01 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | 618,469 | -54.09 | 170,481 | -24.42 | ||||
2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 8,398 | 2.95 | 2,315 | 69.52 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | Put | 2,855,400 | -13.07 | 787,091 | 43.12 | |||
2025-08-14 | 13F | Optiver控股有限公司 | Call | 2,024,700 | 0.25 | 558,109 | 65.05 | |||
2025-05-15 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 美国财务顾问有限责任公司 | 1,453 | 1.47 | 400 | 67.36 | ||||
2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 3,847 | -7.37 | 767 | 13.97 | ||||
2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 4,339 | 137.62 | 835 | 106.68 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 32,983 | 0.67 | 9,092 | 65.74 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 2,053,956 | 0.77 | 566,173 | 65.90 | ||||
2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 25,118 | 0.64 | 6,924 | 65.70 | ||||
2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 4,764,808 | -0.38 | 1,313,419 | 64.01 | ||||
2025-07-08 | 13F | 接合财富策略有限公司 | 3,859 | -4.90 | 1,064 | 56.55 | ||||
2025-07-14 | 13F | 星期五财经 | 1,328 | 366 | ||||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 5,884 | 7.75 | 1,622 | 77.35 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 89,691 | -9.35 | 24,723 | 49.25 | ||||
2025-07-30 | 13F | 艾伦·B·兰兹联合公司 | 1,950 | 5.41 | 538 | 73.79 | ||||
2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 3,944 | 0.97 | 1,087 | 66.46 | ||||
2025-07-31 | 13F | 卡博特财富管理公司 | 997 | 275 | ||||||
2025-08-01 | 13F | 吉尼斯阿特金森资产管理公司 | 7,535 | -14.26 | 2,077 | 41.20 | ||||
2025-07-23 | 13F | 鹰岩投资公司 | 132,598 | 2.37 | 36,551 | 68.54 | ||||
2025-08-14 | 13F | 维度资本管理有限公司 | 986 | 272 | ||||||
2025-04-22 | 13F | 门多塔金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 3,214 | 2.32 | 851 | 57.12 | ||||
2025-08-27 | NP | WLGRX - 常春藤大盘成长基金 R 级 | 264,388 | -4.43 | 72,879 | 57.34 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金(一) | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 莫里斯金融概念公司 | 1,432 | 0.92 | 395 | 66.24 | ||||
2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 10,502 | -2.52 | 2,895 | 60.51 | ||||
2025-07-30 | 13F | Chokshi & Queen 财富顾问公司 | 1,855 | -42.12 | 511 | -4.66 | ||||
2025-07-30 | NP | HCYAX - 希尔顿战术收益基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | 克拉夫全球股息和收益基金 | 9,299 | 29.17 | 1,790 | 12.37 | ||||
2025-07-07 | 13F | M & L资本管理有限公司 | 131,500 | 0.00 | 36,248 | 64.63 | ||||
2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 93,908 | 29.23 | 25,886 | 112.77 | ||||
2025-08-22 | NP | PEPS——参数股票加ETF | 2,040 | -5.56 | 562 | 55.68 | ||||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 625,910 | 0.02 | 172,532 | 64.66 | ||||
2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 33,290 | -0.67 | 9,176 | 63.54 | ||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 7,252 | 17.35 | 1,999 | 93.33 | ||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 62,295 | 0.35 | 17,172 | 65.22 | ||||
2025-08-27 | NP | TLLVX - 大盘价值基金 | 2,529 | -14.15 | 697 | 41.38 | ||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 10,016 | 6.55 | 2,948 | 84.88 | ||||
2025-08-05 | 13F | 塞拉投资有限公司 | 950 | 262 | ||||||
2025-08-27 | NP | CZAR - 主题自然垄断 ETF | 226 | 0.00 | 62 | 67.57 | ||||
2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 90,476 | -8.05 | 21,902 | 11.61 | ||||
2025-07-15 | 13F | 贾里斯洛斯基,弗雷泽有限公司 | 424,414 | -3.44 | 116,990 | 58.97 | ||||
2025-08-13 | 13F | 萨瓦德尔银行 | 25,983 | -2.66 | 7 | 75.00 | ||||
2025-08-07 | 13F | 戴维斯 RM 公司 | 20,796 | 34.79 | 5,732 | 121.91 | ||||
2025-07-14 | 13F | Kfg 财富管理有限公司 | 2,503 | 2.79 | 690 | 69.29 | ||||
2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金:A 类 | 342 | -67.37 | 83 | -60.77 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 投资伙伴资产管理公司 | 3,193 | -7.53 | 880 | 52.25 | ||||
2025-07-09 | 13F | 罗斯金融合作伙伴有限责任公司 | 2,300 | 0.00 | 634 | 64.42 | ||||
2025-08-01 | 13F | 瑞穗市场开曼有限合伙人 | 34,404 | 2,082.99 | 9,483 | 3,505.70 | ||||
2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 28,818,825 | -0.27 | 7,943,909 | 64.20 | ||||
2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,844 | 18.32 | 932 | 2.98 | ||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 23,315 | 18.97 | 6,427 | 95.85 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 92,111 | 73.10 | 25,390 | 184.99 | ||||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 6,963 | -13.62 | 1,919 | 42.25 | ||||
2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国收入和增长基金 3 级 | 1,167 | -7.97 | 322 | 51.42 | ||||
2025-05-13 | 13F | 巅峰财务管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-04-23 | 13F | 财务生活规划师 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 2,439 | -10.79 | 672 | 47.05 | ||||
2025-08-11 | 13F | 黄铜税财富管理有限公司 | 2,101 | -12.42 | 579 | 44.39 | ||||
2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 17,278 | 1.39 | 4,763 | 66.91 | ||||
2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 573 | 0.00 | 158 | 65.26 | ||||
2025-08-14 | 13F | 木星财富管理有限责任公司 | 23,105 | 15.09 | 7,142 | 54.27 | ||||
2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 58,499 | -33.26 | 9,794 | -51.80 | ||||
2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 161,535 | -2.22 | 44,527 | 60.99 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A3 系列 | 1,655 | -6.23 | 456 | 54.58 | ||||
2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | Call | 100 | 28 | |||||
2025-08-13 | 13F | 奥夫曼联合公司 | 2,481 | -4.58 | 684 | 57.01 | ||||
2025-08-06 | 13F | 西耶纳管理 | 153,329 | 10.22 | 38,588 | 70.44 | ||||
2025-05-30 | NP | USCF - 主题 美国现金流冠军 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-13 | NP | GRW-TCW 复合股 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 1,560 | -1.58 | 430 | 62.26 | ||||
2025-05-30 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-30 | 13F | 原资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Evexia 财富有限公司 | 62,558 | 1.73 | 17,725 | 55.69 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 13,350 | 1.31 | 3,680 | 66.77 | ||||
2025-05-29 | NP | Jnl 系列信托 - Jnl/lazard 新兴市场基金 (a) | 0 | -100.00 | 0 | -100.00 | ||||
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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | JAFRX - 资本增值价值信托资产净值类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | PJBF-PGIM Jennison 美好未来 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | SHUS - 分层大盘对冲 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-28 | NP | DFVX - 维度美国大盘矢量 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | Nabity-Jensen 投资管理公司 | 1,301 | 0.77 | 359 | 65.74 | ||||
2025-03-27 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 3,680 | 57.47 | 616 | 13.86 | ||||
2025-03-31 | NP | ADVAX - North Square 战略收益基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | PGGM 投资 | 293,550 | 57.71 | 81 | 158.06 | ||||
2025-08-28 | NP | PGMAX - PIMCO全球核心资产配置基金A | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | FISEX - 富兰克林股票收益基金 A 类 | 305,000 | 7.02 | 58,703 | -6.91 | ||||
2025-08-13 | 13F | 贝尔资产管理有限公司 | 32,154 | -40.30 | 8,863 | -1.71 | ||||
2025-08-14 | 13F | 弗里施金融集团公司 | 1,788 | 1.42 | 0 | |||||
2025-08-27 | NP | CFSIX - Touchstone Sands Capital Select Growth Fund Y 类 | 298,370 | 13.10 | 82,246 | 86.20 | ||||
2025-08-29 | NP | VPVGMMV - PIMCO 全球管理资产配置投资组合管理级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | NXTG - 第一信托 Indxx NextG 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 | 18,328 | -25.07 | 5,052 | 23.37 | ||||
2025-07-16 | 13F | 十二点财富管理有限责任公司 | 910 | 251 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 697,035 | 25.12 | 192,092 | 103.75 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 36,344 | -7.06 | 10,018 | 53.02 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 302,383 | 0.61 | 58,200 | -12.49 | ||||
2025-07-30 | 13F | 信托规划有限责任公司 | 11,390 | -11.09 | 3,140 | 46.34 | ||||
2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,732,511 | -3.11 | 2,131,467 | 59.52 | ||||
2025-06-26 | NP | LICAX - 阿贝特勋爵国际股票基金 A 类 | 9,202 | 12.91 | 1,771 | -1.77 | ||||
2025-08-27 | NP | TFAGX - TFA AlphaGen 成长基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | PKO投资管理股份公司 | 80,000 | -27.27 | 22,052 | 19.74 | ||||
2025-08-26 | NP | GVEYX - 机构价值股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | MSTGX - 晨星全球收益基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 29,620 | 8,165 | ||||||
2025-08-07 | 13F | DJE 资本管理公司 | 139,818 | 2.61 | 38,188 | 73.49 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 自由财富管理有限公司 | 6,383 | 2.47 | 1,760 | 68.81 | ||||
2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 18,773 | -1.86 | 5,175 | 61.59 | ||||
2025-07-28 | NP | AIM COUNSELOR系列信托(INVESCO COUNSELOR系列信托)-景顺奥本海默资本增值基金A级 | 869,874 | -19.22 | 210,570 | -1.95 | ||||
2025-08-12 | 13F | 亚古尔公积金和培训基金管理有限公司 | 22,200 | 0.00 | 6 | 100.00 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 6,839,082 | 13.77 | 1,876,302 | 92.49 | ||||
2025-07-08 | 13F | ZRC财富管理有限公司 | 1,095 | 0.00 | 302 | 64.48 | ||||
2025-07-15 | 13F | 松港投资顾问公司 | 2,760 | 0.47 | 761 | 65.58 | ||||
2025-08-12 | 13F | 新常春藤资本管理公司 | 1,289 | -91.38 | 355 | -85.82 | ||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 8,775 | 5.06 | 2,444 | 74.82 | ||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 20,532 | -1.63 | 5,660 | 61.99 | ||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | Call | 100 | 28 | |||||
2025-08-14 | 13F | 克利福德集团有限责任公司 | 2,343 | -5.10 | 646 | 56.17 | ||||
2025-07-10 | 13F | 汤普金斯金融公司 | 1,073 | 0.00 | 296 | 64.80 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 8,566 | 2 | ||||||
2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 54,924 | 5.12 | 15,140 | 73.06 | ||||
2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,479 | 0.68 | 6,894 | 22.19 | ||||
2025-07-16 | 13F | 工具财富有限公司 | 1,782 | 7.09 | 501 | 56.74 | ||||
2025-08-06 | 13F | 马斯卡尼财富管理有限公司 | 4,694 | -1.16 | 1,294 | 62.64 | ||||
2025-08-28 | NP | ALVOX - 阿尔杰资本增值投资组合 S 级 | 78,195 | -16.25 | 21,554 | 37.88 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 1,415,843 | -9.74 | 390,277 | 48.61 | ||||
2025-05-02 | 13F | 纳帕特里资本有限公司 | 4,289 | 18.87 | 718 | -14.11 | ||||
2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 5,120 | -0.19 | 1,411 | 64.45 | ||||
2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 174,331 | -4.58 | 48,054 | 57.10 | ||||
2025-07-22 | 13F | 谷国家顾问公司 | 21,631 | 1.67 | 6 | 66.67 | ||||
2025-07-28 | 13F | 埃塞克斯有限责任公司 | 3,142 | 11.97 | 866 | 84.65 | ||||
2025-07-16 | 13F | 顾问管理集团公司 /adv | 18,323 | 58.59 | 5 | 400.00 | ||||
2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FBCV - 富达蓝筹价值 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 940 | 1.18 | 181 | -12.20 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 62,333 | 16.68 | 17,195 | 92.15 | ||||
2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 16,344 | 4,505 | ||||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 339,122 | -31.70 | 93,479 | 12.45 | ||||
2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 9,614 | -0.03 | 1,850 | -13.02 | ||||
2025-05-09 | 13F | 普罗维登投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 16,348 | -1.10 | 2,737 | -28.58 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 73,500 | 90.41 | 20,260 | 213.53 | |||
2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,305,653 | 6.44 | 1,021,179 | -7.41 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 1,000 | -95.05 | 276 | -91.87 | |||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 89,123 | 36.05 | 24,567 | 123.98 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 17,466,642 | 4.91 | 4,814,680 | 72.73 | ||||
2025-08-12 | 13F | 塔博克斯家族办公室有限公司 | 1,966 | -0.05 | 542 | 64.44 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 413 | 4.29 | 69 | -24.18 | ||||
2025-08-21 | 13F | Aveo 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | 沃茨·格威廉有限公司 | 9,618 | -1.49 | 1,610 | -27.87 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 65,553 | 20.49 | 18,070 | 98.36 | ||||
2025-08-04 | 13F | NWK集团有限公司 | 74,845 | -0.96 | 20,631 | 63.07 | ||||
2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 2,130,303 | -13.32 | 587,218 | 42.70 | ||||
2025-08-29 | NP | BRWIX - AMG 经理 Brandywine 基金 I 级 | 51,325 | 0.00 | 14,148 | 64.63 | ||||
2025-06-30 | NP | IAUTX - 景顺股息收益基金 A 类 | 188,897 | 0.00 | 36,357 | -13.02 | ||||
2025-07-08 | 13F | 爱华顾问有限公司 | 13,059 | 6.81 | 3,600 | 75.90 | ||||
2025-07-24 | 13F | 山脊财富规划有限责任公司 | 904 | 249 | ||||||
2025-08-14 | 13F | Impact Asset Management GmbH | 42,510 | -19.50 | 7,117 | -41.87 | ||||
2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 247,965 | -14.07 | 47,726 | -25.26 | ||||
2025-06-25 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 45,919 | -4.95 | 8,838 | -17.32 | ||||
2025-08-13 | 13F | 阿蒙迪 | 21,500,293 | -8.45 | 5,802,929 | 60.43 | ||||
2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 1,902 | 27.31 | 524 | 109.60 | ||||
2025-08-07 | 13F | 霍华德贝利证券有限责任公司 | 1,668 | -0.48 | 460 | 63.93 | ||||
2025-07-29 | 13F | 西德尔资产管理公司 | 5,670 | -8.19 | 1,563 | 51.06 | ||||
2025-08-26 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 6,669 | 39.75 | 1,838 | 130.33 | ||||
2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 6,681 | 2.96 | 1,842 | 69.52 | ||||
2025-07-22 | 13F | 罗马诺兄弟公司 | 92,819 | -5.97 | 25,586 | 54.80 | ||||
2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 122,976 | -3.99 | 33,898 | 58.07 | ||||
2025-07-22 | 13F | MAS 顾问有限责任公司 | 2,823 | 0.43 | 778 | 65.53 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 127,904 | -2.04 | 35,257 | 61.27 | ||||
2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 61,040 | 2.37 | 16,826 | 68.55 | ||||
2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 1,098 | -50.32 | 303 | -18.38 | ||||
2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 971 | -29.59 | 187 | -88.57 | ||||
2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 12,518 | 37.45 | 3,451 | 126.38 | ||||
2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 34,842 | 1.40 | 9,604 | 66.97 | ||||
2025-08-29 | NP | CGHIX - Timber Point 全球配置基金机构类别股票 | 1,000 | 0.00 | 276 | 64.67 | ||||
2025-07-24 | 13F | ADAPT 投资管理公司 | Call | 50,000 | -75.00 | 13,782 | -58.84 | |||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 24,667 | 59.66 | 6,800 | 162.92 | ||||
2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 37,799 | 4.65 | 10,419 | 72.30 | ||||
2025-04-28 | 13F | 银橡树财富顾问服务有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | ADAPT 投资管理公司 | Put | 1,075,000 | 437.50 | 296,324 | 784.92 | |||
2025-07-24 | 13F | ADAPT 投资管理公司 | 98,696 | 19.97 | 27,206 | 97.51 | ||||
2025-08-27 | NP | RMBHX - 人民币基金A类 | 5,582 | 0.00 | 1,539 | 64.67 | ||||
2025-07-29 | 13F | Hartline 投资公司/ | 5,394 | -2.71 | 1,487 | 60.13 | ||||
2025-08-12 | 13F | 峰会全球投资 | 1,138 | -48.06 | 0 | |||||
2025-08-14 | 13F | 多伦多道明银行 | Put | 345,000 | 6,800.00 | 95,099 | 11,261.89 | |||
2025-07-31 | 13F | CAP 合作伙伴有限责任公司 | 2,680 | 0.07 | 739 | 64.73 | ||||
2025-08-14 | 13F | 克拉夫资本合伙公司 | 95,665 | 82.93 | 26 | -99.70 | ||||
2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,046,631 | 3.42 | 564,154 | 70.26 | ||||
2025-07-17 | 13F | 绿叶信托 | 111,252 | -4.89 | 30,667 | 56.60 | ||||
2025-07-21 | 13F | 影响力投资者公司 | 5,920 | -0.64 | 1,632 | 63.59 | ||||
2025-07-15 | 13F | DB 菲茨帕特里克公司 | 2,454 | -0.97 | 676 | 63.29 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 23,594 | 2.72 | 6,504 | 69.13 | ||||
2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 1,319 | 5.52 | 0 | |||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 2,161 | -9.77 | 596 | 48.75 | ||||
2025-07-22 | 13F | JSF 金融有限责任公司 | 3,448 | 90.71 | 951 | 214.57 | ||||
2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 180,200 | -2.96 | 43,621 | 17.79 | ||||
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 | 1,148,138 | -0.67 | 220,982 | -13.60 | ||||
2025-07-08 | 13F | GK财富管理有限责任公司 | 1,378 | 380 | ||||||
2025-08-07 | 13F | 涵盖更多资产管理 | 4,416 | -9.45 | 1,217 | 49.14 | ||||
2025-08-14 | 13F | 股息资产资本有限公司 | 27,278 | 30.67 | 7,519 | 115.14 | ||||
2025-07-25 | 13F | 主权金融集团公司 | 6,316 | -4.74 | 1,741 | 56.85 | ||||
2025-08-29 | NP | JDCAX - Janus Henderson四十基金A类 | 4,774,144 | 13.76 | 1,315,993 | 87.28 | ||||
2025-08-06 | 13F | 荷兰集团 | 2,419,454 | -13.14 | 666,922 | 42.99 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 12,291 | -0.73 | 3 | -99.86 | ||||
2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 20,473 | -0.66 | 5,643 | 63.57 | ||||
2025-08-11 | 13F/A | 阳光海岸股权管理 | 764 | 211 | ||||||
2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 2,287 | 47.36 | 630 | 143.24 | ||||
2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 44,866 | 2.41 | 12,367 | 68.63 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 85,759 | 4.71 | 23,639 | 72.40 | ||||
2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 437 | 61.85 | 84 | 42.37 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 78,150,003 | 19.30 | 21,542 | 96.41 | ||||
2025-08-04 | 13F | 海洋资本管理有限公司 | 24,589 | 2.18 | 6,778 | 68.23 | ||||
2025-07-10 | 13F | 巴德尔银行 | 19,844 | 3.02 | 5,470 | 69.58 | ||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 325 | -49.30 | 90 | -16.82 | ||||
2025-08-14 | 13F | 戴蒙亚洲资本(新加坡)私人有限公司有限公司 | Put | 45,000 | 50.00 | 12,404 | 146.99 | |||
2025-08-14 | 13F | 戴蒙亚洲资本(新加坡)私人有限公司有限公司 | Call | 35,000 | 16.67 | 9,648 | 92.09 | |||
2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,400 | 0.00 | 3,142 | 64.68 | ||||
2025-07-31 | 13F | Kranot Histalmut Le Morim Tichoniim Havera Menahelet LTD | 11,968 | -61.50 | 3,308 | -36.62 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 62,433 | 0.51 | 17,210 | 65.47 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 9,053 | -28.50 | 2,496 | -14.99 | ||||
2025-08-27 | NP | WSTRX - 常春藤科技基金R级 | 1,110,838 | -19.44 | 306,202 | 32.63 | ||||
2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,468 | 30.90 | 4,539 | 115.53 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 201,249 | 16.50 | 55,474 | 91.80 | ||||
2025-08-29 | NP | JLGAX - JAG大盘成长基金A类 | 7,474 | -4.38 | 2,060 | 57.49 | ||||
2025-08-14 | 13F | 萨瓦资本有限责任公司 | 41,890 | -30.52 | 11,547 | -17.39 | ||||
2025-08-12 | 13F | 桑德希尔资本合伙公司 | 50,981 | -0.20 | 14,053 | 64.31 | ||||
2025-07-18 | 13F | 艾利投资管理有限公司 | 1,985 | 5.03 | 547 | 73.10 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 17,705 | 4,880 | ||||||
2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 56,557 | 28.49 | 13,691 | 55.96 | ||||
2025-08-21 | NP | PBFDX - 佩森总回报基金 | 95,090 | 0.00 | 26,212 | 64.64 | ||||
2025-08-15 | 13F | 同心资本策略有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 429,802 | 40.45 | 118,475 | 131.23 | ||||
2025-07-08 | 13F | FF 顾问有限责任公司 | 1,837 | 35.77 | 506 | 82.67 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 679,700 | 144.06 | 187,359 | 301.81 | |||
2025-08-18 | 13F | 雷克斯福德资本公司 | 818 | 225 | ||||||
2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 1,316 | 0.53 | 363 | 65.30 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 583,100 | -58.19 | 160,732 | -31.17 | |||
2025-07-09 | 13F | 新罕布什尔银行 | 7,753 | 17.13 | 2,137 | 92.87 | ||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 28,951 | 7.57 | 7,980 | 77.10 | ||||
2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 21,277 | 62.15 | 5,865 | 167.08 | ||||
2025-08-14 | 13F | 牛津资产管理公司 | 5,490 | -42.08 | 1,513 | -4.60 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 6,679,600 | 3.63 | 1,841,232 | 70.60 | |||
2025-08-14 | 13F | 美国银行 /de/ | Call | 5,491,600 | 65.12 | 1,513,760 | 171.85 | |||
2025-08-14 | 13F | 老虎环球管理有限公司 | 2,703,214 | 19.01 | 745,141 | 95.93 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 67,152,761 | 4.79 | 18,510,659 | 72.52 | ||||
2025-07-25 | NP | FWD - AB 颠覆者 ETF | 89,310 | 43.31 | 21,619 | 73.95 | ||||
2025-05-12 | 13F | 平布鲁克资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-14 | 13F | 法国农业信贷银行 | 2,263,027 | -63.04 | 378,893 | -73.31 | ||||
2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 5,032 | -18.34 | 1,387 | 34.53 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | Put | 235,000 | 422.22 | 39,346 | 277.17 | |||
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 | 5,990 | 7.10 | 1,651 | 76.39 | ||||
2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 4,173 | 1,150 | ||||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 1,988,115 | 19.71 | 548,024 | 97.09 | ||||
2025-08-19 | NP | BUFGX - 布法罗成长基金投资者类别 | 19,943 | 50.03 | 5,497 | 147.06 | ||||
2025-06-27 | NP | Calamos 全球总回报基金 | 3,230 | 0.00 | 622 | -13.03 | ||||
2025-08-14 | 13F | Papamarkou Wellner 资产管理公司 | 5,989 | 1,651 | ||||||
2025-08-04 | 13F | 金路顾问有限公司 | 2,297 | 3.84 | 633 | 71.08 | ||||
2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 25,917 | 5.11 | 4,988 | -8.56 | ||||
2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 815 | 225 | ||||||
2025-08-04 | 13F | 银海岸投资有限责任公司 | 3,588 | 22.75 | 989 | 102.25 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 144,651 | -7.18 | 39,873 | 52.82 | ||||
2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 4,886 | 20.17 | 1,347 | 97.94 | ||||
2025-07-18 | 13F | 洛克曼金融集团公司 | 3,050 | -1.23 | 841 | 62.48 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 18,016 | 2.60 | 4,966 | 67.83 | ||||
2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 2,757,308 | -1.03 | 667,462 | 20.13 | ||||
2025-07-30 | 13F | 自由一投资管理有限公司 | 23,294 | -20.14 | 6,421 | 31.48 | ||||
2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 119,732 | 33,004 | ||||||
2025-07-14 | 13F | 梅森有限责任公司 | 1,537 | 0.00 | 424 | 64.59 | ||||
2025-07-17 | 13F | 正佳资产管理有限公司 | 32,543 | -1.60 | 9 | 60.00 | ||||
2025-05-15 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 70,467 | 355.92 | 17,058 | 453.44 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 905,292 | 16.12 | 246 | 88.46 | ||||
2025-06-26 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 334,181 | 35.06 | 64,320 | 17.48 | ||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 679 | 0.30 | 187 | 39.55 | ||||
2025-08-05 | 13F | 住友生命保险公司 | 135,738 | -2.39 | 37,416 | 60.70 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 2,923 | 14.63 | 806 | 58.46 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 195 | 47 | ||||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 153,695 | 0.94 | 42,366 | 66.19 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 24,985 | -1.58 | 6,887 | 62.02 | ||||
2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 1,369 | -69.64 | 377 | -50.39 | ||||
2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 24,908 | 0.25 | 6,866 | 65.06 | ||||
2025-08-11 | 13F | 阿斯彭投资管理公司 | 2,012 | 1 | ||||||
2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 445,143 | 1.13 | 85,677 | -12.03 | ||||
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 | 8,690,828 | 1.01 | 2,103,789 | 22.61 | ||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 206,046 | 1.95 | 57 | 69.70 | ||||
2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 23,854 | -2.02 | 4,103 | -26.01 | ||||
2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 975,820 | 236,217 | ||||||
2025-07-23 | 13F | 国民国家银行信托部 | 82,331 | -1.77 | 22,695 | 61.72 | ||||
2025-07-11 | 13F | 资本优势公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 苏达国家银行安全 | 4,674 | 0.00 | 1,288 | 64.71 | ||||
2025-07-25 | 13F | 荷兰国家电力公司 | 150,326 | 468.40 | 41,437 | 835.79 | ||||
2025-08-26 | NP | IMSCX - IMS 资本价值基金机构类别股票 | 10,200 | -11.30 | 2,812 | 46.03 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 375,735 | 93.48 | 103,571 | 218.54 | ||||
2025-08-12 | 13F | 地平线金融服务有限公司 | 532 | 0.00 | 147 | 64.04 | ||||
2025-08-28 | NP | AIGOX - Alger 增长和收入投资组合 I-2 级 | 11,036 | -3.44 | 3,042 | 59.02 | ||||
2025-07-22 | 13F | 广发基金管理有限公司 | 760,630 | -4.27 | 209,668 | 57.60 | ||||
2025-07-29 | 13F | Consilio 财富顾问有限公司 | 5,216 | 4.65 | 1,405 | 68.35 | ||||
2025-08-07 | 13F | Clarity 财富顾问有限责任公司 | 4,167 | 3.48 | 1,149 | 70.33 | ||||
2025-07-08 | 13F | 第一国民军 /ma/ /adv | 1,436 | 1.13 | 396 | 66.67 | ||||
2025-08-14 | 13F | Scge管理有限合伙人 | 1,275,500 | 5.68 | 351,592 | 73.98 | ||||
2025-07-15 | 13F | 圣托里与彼得斯公司 | 975 | 269 | ||||||
2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 4,215 | 49.15 | 1,162 | 145.45 | ||||
2025-07-21 | 13F | WT资产管理有限公司 | 542,300 | 149,485 | ||||||
2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 10,008 | -21.26 | 2,759 | 29.61 | ||||
2025-08-08 | 13F | 泰勒·科特里尔·埃里克森联合公司 | 1,299 | 0.23 | 358 | 64.98 | ||||
2025-08-25 | NP | LRGE - ClearBridge 大盘成长 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,396 | 5,898 | ||||||
2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 21,969 | 33.30 | 6,056 | 119.46 | ||||
2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 2,897 | 5.08 | 799 | 73.10 | ||||
2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,826,865 | 59.88 | 779,225 | 163.21 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 78,796 | 31.36 | 15,166 | 14.25 | ||||
2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 137 | -81.23 | 38 | -69.67 | ||||
2025-07-09 | 13F | 伯克希尔银行 | 7,300 | -11.45 | 2,012 | 45.80 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 4,926,014 | 1.87 | 1,357,885 | 67.71 | ||||
2025-07-22 | 13F | 团队金融集团有限责任公司 | 221 | 61 | ||||||
2025-07-30 | 13F | 廉洁顾问公司 | 16,790 | -6.71 | 4,628 | 53.60 | ||||
2025-04-29 | 13F | 佩森公司 | 1,433,770 | -6.18 | 240,056 | -32.24 | ||||
2025-06-30 | NP | SLWGX-慢速资本增长基金 | 15,530 | 10.38 | 2,989 | -3.98 | ||||
2025-08-12 | 13F | 瑞石顾问有限责任公司 | 19,074 | 0.85 | 5,258 | 66.05 | ||||
2025-07-15 | 13F | 波士顿卓越财富有限责任公司 | 2,350 | 648 | ||||||
2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 3,667 | 1,011 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 184,844 | 0.61 | 50,952 | 65.64 | ||||
2025-07-31 | 13F | Kranot Histalmut Le Morim Ve Gananot Havera Menahelet LTD | 34,852 | -61.50 | 9,633 | -36.62 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 572,079 | -0.17 | 158 | 65.26 | ||||
2025-08-14 | 13F | Sirios 资本管理有限公司 | 62,190 | -41.96 | 17,143 | -4.45 | ||||
2025-08-14 | 13F | 赫罗德顾问公司 | 8,216 | -15.62 | 2,265 | 38.90 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 15,743 | -2.19 | 4,340 | 61.06 | ||||
2025-07-22 | 13F/A | 红山金融有限责任公司 | 8,840 | -9.06 | 2,437 | 49.72 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - Seligman 全球科技基金 1 级 | 50,462 | -9.59 | 13,910 | 48.85 | ||||
2025-08-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 57,988 | 1.24 | 15,984 | 66.69 | ||||
2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 1,111 | -10.33 | 214 | -22.26 | ||||
2025-07-31 | 13F | 城邦银行 | 1,425 | 1.79 | 393 | 67.52 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 4,344 | -2.93 | 1,197 | 59.81 | ||||
2025-07-30 | 13F | VCI 财富管理有限责任公司 | 15,168 | 4.20 | 4,181 | 71.56 | ||||
2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 2,207 | -2.22 | 608 | 61.27 | ||||
2025-07-14 | 13F | LCM资本管理公司 | 12,412 | -0.74 | 3,421 | 63.45 | ||||
2025-08-25 | NP | RGLIX - RBC 全球股票领袖基金 I 类 | 568 | 34.60 | 157 | 122.86 | ||||
2025-06-25 | NP | IWFG - IQ Winslow 重点关注大盘成长 ETF | 2,659 | 9.02 | 512 | -5.19 | ||||
2025-07-21 | 13F | 成功的投资组合有限责任公司 | 855 | 236 | ||||||
2025-08-14 | 13F | 纪律成长投资者公司 /百万 | 1,080 | 298 | ||||||
2025-05-15 | 13F | 杰里科资本资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 库珀金融集团 | 56,371 | -4.85 | 15,539 | 56.65 | ||||
2025-08-26 | NP | PRGFX - T. Rowe 价格增长股票基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,669,541 | 83.03 | 2,114,109 | 201.33 | ||||
2025-07-24 | 13F | 支点资本有限责任公司 | 2,600 | -4.59 | 717 | 57.02 | ||||
2025-07-23 | 13F | 普拉萨德财富合伙人有限责任公司 | 1,558 | 6.93 | 430 | 75.82 | ||||
2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 22,105 | -1.08 | 6,093 | 62.87 | ||||
2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 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 | 128,248 | 9.48 | 35,352 | 80.25 | ||||
2025-08-18 | 13F | 太平洋金融服务中心 | 120 | 0.00 | 33 | 65.00 | ||||
2025-08-08 | 13F | 红雪松投资管理有限公司 | 53,246 | -5.88 | 14,677 | 54.95 | ||||
2025-08-28 | NP | ATFV - 阿尔及尔 35 ETF | 2,794 | -41.13 | 770 | -3.02 | ||||
2025-08-12 | 13F | 武尔夫汉森公司 | 3,140 | 49.17 | 866 | 145.74 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 32,687 | -7.27 | 9,010 | 52.66 | ||||
2025-08-22 | 13F | 卡特金融集团有限公司 | 1,236 | 341 | ||||||
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 | 1,528,704 | 0.50 | 294,230 | -12.58 | ||||
2025-07-25 | 13F | 我艾利森有限公司 | 9,521 | 8.03 | 2,625 | 77.90 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 77,122 | 3.02 | 21,259 | 69.62 | ||||
2025-08-14 | 13F | 下世纪成长投资者有限公司 | 25,194 | 43.94 | 6,945 | 137.00 | ||||
2025-08-26 | NP | 贝莱德增强型全球股息信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102,340 | -4.97 | 28,210 | 56.46 | ||||
2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 164,300 | 7.81 | 45,289 | 77.49 | ||||
2025-08-14 | 13F | 梅诺拉·米夫塔希姆控股有限公司 | 1,740,574 | 25.30 | 479,789 | 106.30 | ||||
2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 1,107 | 304 | ||||||
2025-08-12 | 13F | 布劳恩史黛西联合公司 | 242,446 | -2.26 | 66,830 | 60.92 | ||||
2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,963,970 | 0.21 | 541,368 | 64.98 | ||||
2025-08-08 | 13F | 第一西部信托银行 | 3,969 | 4.89 | 1,094 | 72.83 | ||||
2025-08-14 | 13F | 格拉尼与金有限责任公司 | 37 | 10 | ||||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 40,769 | 24.75 | 11,238 | 105.39 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- INVESCO VI 核心股票基金系列 I | 75,106 | 2.10 | 20,703 | 68.09 | ||||
2025-08-14 | 13F | CastleKnight 管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-11 | 13F | 麦克多诺资本管理公司 | 11,348 | 23.31 | 3,128 | 103.12 | ||||
2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 6,103 | 156.97 | 1,682 | 323.68 | ||||
2025-08-11 | 13F | 遗产财富顾问 | 3,237 | -1.49 | 892 | 62.18 | ||||
2025-08-27 | NP | WCEAX - 常春藤核心股票基金 A 类 | 318,508 | 64.09 | 87,797 | 170.15 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 203 | 4.64 | 56 | 71.88 | ||||
2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 33,012 | -3.20 | 6,354 | -15.80 | ||||
2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 11,653 | 2.87 | 3,213 | 69.41 | ||||
2025-08-13 | 13F | 平衡财富有限责任公司 | 842 | 232 | ||||||
2025-06-26 | NP | FDGFX - 富达股息增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 737,600 | -39.63 | 141,966 | -47.48 | ||||
2025-07-29 | 13F | TFC财务管理 | 2,115 | -6.17 | 583 | 54.38 | ||||
2025-08-14 | 13F | Maytus资本管理有限责任公司 | 69,430 | 201.87 | 19,138 | 397.09 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 18,507 | -16.58 | 5,101 | 37.35 | ||||
2025-07-11 | 13F | 马修戈夫投资顾问有限责任公司 | 16,090 | 4,435 | ||||||
2025-07-25 | 13F | 亚格财富策略有限公司 | 2,694 | 37.80 | 743 | 126.91 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 282,984 | -0.52 | 78,005 | 63.78 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 77,334 | 14.59 | 14,884 | -0.32 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 28,386,605 | 0.34 | 7,824,769 | 65.19 | ||||
2025-07-29 | 13F | 伯福德兄弟公司 | 1,298 | -2.41 | 358 | 60.81 | ||||
2025-08-06 | 13F | 聪明货币集团有限责任公司 | 4,674 | 7.40 | 1,289 | 76.92 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 67,829 | -15.61 | 18,697 | 38.94 | ||||
2025-08-26 | NP | IQM - 富兰克林智能机器 ETF | 7,604 | 0.00 | 2,096 | 64.65 | ||||
2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 7,242 | 23.31 | 1,996 | 46.66 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 29,152,417 | -6.24 | 8,035,864 | 54.36 | ||||
2025-06-27 | NP | AAARX - 战略配置:进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,851 | -5.09 | 934 | -17.43 | ||||
2025-08-14 | 13F | FIL有限公司 | 1,292,533 | 16.93 | 356,287 | 92.51 | ||||
2025-07-31 | 13F | WFA资产管理公司 | 212 | 0.00 | 340 | 21.00 | ||||
2025-07-08 | 13F | IAM 咨询有限责任公司 | 20,374 | -1.69 | 5,616 | 61.86 | ||||
2025-07-29 | 13F | 帕台农神庙有限公司 | 790 | 218 | ||||||
2025-08-18 | 13F | 前排顾问有限责任公司 | 60,944 | -0.68 | 16,799 | 63.51 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 395,805 | -7.03 | 109,104 | 53.06 | ||||
2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 5,287 | -11.11 | 1,457 | 46.43 | ||||
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 | 3,755 | -19.70 | 1,035 | 32.35 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 2,044 | -2.15 | 564 | 61.32 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,836 | 0.55 | 506 | 65.90 | ||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 5,158 | -17.79 | 1,422 | 35.33 | ||||
2025-07-30 | NP | FUSIX - 富达国际基金战略顾问 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 155,040 | -3.90 | 37,531 | 16.64 | ||||
2025-07-24 | 13F | SLT控股有限公司 | 14,255 | 16.95 | 3,929 | 92.60 | ||||
2025-07-16 | 13F | RWM 资产管理有限公司 | 38,342 | 16.10 | 10,569 | 91.14 | ||||
2025-08-27 | NP | 自由全明星成长基金公司 | 15,930 | -2.33 | 4,391 | 60.84 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 58,196 | -10.01 | 16,042 | 48.16 | ||||
2025-06-26 | NP | AWIIX - CIBC Atlas 收入机会基金机构类别 | 102,700 | 19.42 | 19,767 | 3.87 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 18,777 | 2.46 | 5,176 | 69.62 | ||||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 5,119 | -73.20 | 1,411 | -55.90 | ||||
2025-08-14 | 13F | 指南针财富管理有限责任公司/GA | 5,541 | 1,527 | ||||||
2025-07-02 | 13F | 迈克尔·S·瑞安公司 | 8,950 | -0.10 | 2,467 | 64.47 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 87,124 | -21.96 | 24,016 | 28.49 | ||||
2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 53,604 | -31.58 | 14,776 | 12.64 | ||||
2025-06-25 | NP | STNFX - 富国银行大盘成长基金机构类别 | 149,533 | 19.45 | 28,781 | 3.90 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 181,102 | -3.14 | 49,921 | 59.46 | ||||
2025-07-21 | 13F | ZWJ投资顾问公司 | 358,065 | -6.54 | 98,701 | 53.87 | ||||
2025-07-29 | NP | INYDX - 胜利先锋纪律增长基金Y类 | 354,737 | -0.21 | 85,871 | 21.13 | ||||
2025-07-21 | 13F | 克鲁斯银行及信托公司 | 1,715 | 6.79 | 473 | 76.12 | ||||
2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 50 | -16.67 | 14 | 30.00 | ||||
2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 549 | 35.89 | 106 | 17.98 | ||||
2025-08-12 | 13F | 马里波财富管理有限公司 | 1,664 | -32.03 | 459 | 11.98 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 2,879,439 | 0.78 | 793,718 | 65.93 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 67,114 | -8.34 | 18,500 | 50.91 | ||||
2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 2,235 | 1.18 | 682 | 84.55 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 31,305 | -1.36 | 8,629 | 62.41 | ||||
2025-08-01 | 13F | 财富观察顾问公司 | 1,863 | 24.62 | 453 | 80.48 | ||||
2025-07-25 | 13F | 萨瑟金融集团公司 | 814 | 224 | ||||||
2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 12,713 | 15.07 | 3,504 | 89.51 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 12,291 | 2.32 | 3,388 | 68.47 | ||||
2025-04-11 | 13F | 永久资本管理有限公司 | 2,440 | 4.18 | 409 | -24.72 | ||||
2025-07-22 | 13F | 普利茅斯信托有限公司 | 18,572 | 8.63 | 5,119 | 78.86 | ||||
2025-08-08 | 13F | 橡树丰收投资服务 | 75 | -99.88 | 89 | -99.15 | ||||
2025-08-13 | 13F | 奥克斯勒私人财富有限责任公司 | 2,543 | 0.24 | 701 | 65.09 | ||||
2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 1,787 | 1.53 | 493 | 67.35 | ||||
2025-07-11 | 13F | 温莎资本管理有限公司 | 7,950 | -5.88 | 2,192 | 54.95 | ||||
2025-08-07 | 13F | 蒂尔曼·哈特利有限责任公司 | 1,770 | 0.00 | 488 | 64.53 | ||||
2025-08-11 | 13F | 艾睿金融公司 | 2,980 | 821 | ||||||
2025-07-08 | 13F | 小房子资本有限公司 | 39,065 | 10.46 | 10,768 | 81.86 | ||||
2025-08-13 | 13F | 波士顿家族办公室有限公司 | 2,972 | 23.73 | 1 | |||||
2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 387,144 | 9.87 | 106,716 | 80.88 | ||||
2025-08-12 | 13F | 银色信托公司 | 121,927 | -6.52 | 33,609 | 53.91 | ||||
2025-06-30 | NP | QTR - Global X 纳斯达克 100 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 | 492 | -28.07 | 95 | -37.75 | ||||
2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 13,771 | 1.14 | 2,651 | -12.02 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 1,421 | 10.50 | 392 | 81.86 | ||||
2025-08-14 | 13F | 基奇合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 25,842 | -0.84 | 7,123 | 63.26 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 11,629 | -32.64 | 3,206 | 10.90 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 50,586 | -57.64 | 13,944 | -30.26 | ||||
2025-07-25 | 13F | Ccg财富管理有限公司 | 2,622 | 4.80 | 723 | 72.73 | ||||
2025-07-02 | 13F | 资本市场策略有限责任公司 | 6,744 | 1.93 | 1,859 | 67.84 | ||||
2025-08-14 | 13F | 森蒂努斯有限责任公司 | 4,470 | 10.64 | 1,232 | 82.25 | ||||
2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 17,607 | 3.00 | 4,853 | 69.57 | ||||
2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 8,209 | 1.08 | 2,263 | 66.45 | ||||
2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 1,318 | 0.23 | 363 | 65.00 | ||||
2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 1,643 | 4.65 | 453 | 72.52 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 18,237 | 1.62 | 3,510 | -15.62 | ||||
2025-07-25 | 13F | 简历顾问有限责任公司 | 3,564 | -7.52 | 982 | 64.77 | ||||
2025-08-12 | 13F | Adventist Health System Sunbelt 医疗保健公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 4,519 | 78.69 | 1,094 | 116.87 | ||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 2,217 | -2.38 | 611 | 60.79 | ||||
2025-07-30 | 13F | 贝宁管理公司 | 3,676 | 14.30 | 1,013 | 88.29 | ||||
2025-08-26 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 1,300 | 50.64 | 358 | 148.61 | ||||
2025-08-14 | 13F | 有远见的财富顾问 | 64,797 | -0.35 | 17,861 | 64.06 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 10,191 | 4.21 | 2,794 | 70.68 | ||||
2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 208,690 | 0.33 | 57,525 | 65.19 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 695,458 | 5.57 | 191,703 | 73.81 | ||||
2025-07-24 | 13F | 精英财富管理公司 | 3,879 | -88.89 | 1,069 | -81.70 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级 | 364,123 | 58.47 | 100,371 | 160.90 | ||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 3,471 | 6.15 | 957 | 74.77 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 30,598,590 | 3.68 | 8,434,501 | 70.69 | ||||
2025-08-22 | NP | SIXG-Defiance 下一代连接 ETF | 136,068 | -1.93 | 37,507 | 61.46 | ||||
2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 87,992 | -0.88 | 24,255 | 63.18 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 772,983 | 31.22 | 208,203 | 108.99 | ||||
2025-08-14 | 13F | 迪凯特资本管理公司 | 33,453 | 0.08 | 9,221 | 64.78 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 16,642 | 11.74 | 4,587 | 84.00 | ||||
2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 345,933 | 57.61 | 95,356 | 159.48 | ||||
2025-08-05 | 13F | 联合财富合伙人有限公司 | 1,520 | 7.04 | 419 | 76.37 | ||||
2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 109,687 | 38 | ||||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 353 | -4.59 | 97 | 59.02 | ||||
2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 311,242 | 5.15 | 85,794 | 73.11 | ||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 10,686 | -7.82 | 2,946 | 51.80 | ||||
2025-07-30 | NP | SSIFX - Sextant 国际基金投资者股票 | 20,950 | 0.00 | 5,071 | 21.37 | ||||
2025-05-13 | 13F | 克利尔街市场有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 4,576 | 86.09 | 1,261 | 206.81 | ||||
2025-07-24 | 13F | 灯塔桥财富合作伙伴有限责任公司 | 4,649 | -0.06 | 1,281 | 64.65 | ||||
2025-07-30 | NP | AMANX - AMANA 收入基金 Amana 收入基金投资者股份 | 300,000 | 0.00 | 72,621 | 21.38 | ||||
2025-07-25 | 13F | 霍布斯集团顾问有限责任公司 | 1,108 | 305 | ||||||
2025-07-18 | 13F | TABR资本管理有限责任公司 | 1,363 | 1.34 | 376 | 66.67 | ||||
2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 6,798 | 1.81 | 1,874 | 67.68 | ||||
2025-07-07 | 13F | 全球财富策略与合伙人 | 463 | -21.39 | 128 | 29.59 | ||||
2025-07-08 | 13F | Lpwm有限公司 | 5,457 | 0.07 | 1,504 | 64.91 | ||||
2025-07-23 | 13F | 独角鲸资本管理公司 | 57,998 | -5.44 | 15,987 | 55.70 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 12,129 | 14.13 | 3,343 | 87.91 | ||||
2025-08-08 | 13F | 独立财务顾问有限责任公司 | 2,119 | -1.21 | 584 | 62.67 | ||||
2025-08-21 | NP | TIBAX - Thornburg Investment Income Builder 基金 - A 类 | 2,616,633 | -11.86 | 721,275 | 45.12 | ||||
2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 4,224 | 1.98 | 1,164 | 67.97 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 3,396,400 | 0.51 | 936 | 65.66 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | 551,694 | 535.26 | 152 | 985.71 | ||||
2025-08-06 | 13F | 科技银行/pa | 335 | 25.94 | 92 | 109.09 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 2,233,500 | -17.13 | 600 | 42.86 | |||
2025-08-27 | NP | BTEUX - 巴伦科技基金 R6 股票 | 30,513 | 51.78 | 8,411 | 149.85 | ||||
2025-08-14 | 13F | 达美全球管理有限公司 | 69,166 | -15.82 | 19,066 | 38.59 | ||||
2025-07-18 | 13F | 鹰资本管理有限责任公司 | 71,273 | -1.63 | 20 | 58.33 | ||||
2025-07-17 | 13F | JLB 联合公司 | 8,652 | -2.12 | 2,385 | 61.19 | ||||
2025-08-14 | 13F | 晴雨表资本管理公司 | 7,400 | 2,040 | ||||||
2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 189,109 | 15.04 | 36,398 | 0.06 | ||||
2025-07-11 | 13F | 港湾资本顾问有限公司 | 56,808 | -1.00 | 15,332 | 73.50 | ||||
2025-07-15 | 13F | DSG资本顾问有限公司 | 106,881 | 1.21 | 29,462 | 66.62 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 34,075 | 7.50 | 9,393 | 76.97 | ||||
2025-07-24 | 13F | KC 投资顾问有限公司 | 10,567 | -64.79 | 2,913 | -42.04 | ||||
2025-07-30 | 13F | 哨兵有限责任公司 | 2,607 | 13.00 | 719 | 86.01 | ||||
2025-08-11 | 13F | Martingale 资产管理公司 | 4,590 | 18.42 | 1,265 | 95.22 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 9,695,501 | -0.62 | 2,670,110 | 63.54 | ||||
2025-07-17 | 13F/A | RK资本管理有限责任公司/佛罗里达州 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 27,839 | 61.64 | 7,674 | 166.15 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 87,106 | -2.13 | 16,765 | -14.87 | ||||
2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 25,742 | -2.11 | 6,231 | 18.82 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 275,853 | -11.57 | 76,039 | 45.58 | ||||
2025-07-02 | 13F | 挪威储蓄银行 | 1,035 | 285 | ||||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 4,222,156 | 3.71 | 1,163,837 | 70.75 | ||||
2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 7,257 | 97.85 | 2,001 | 225.73 | ||||
2025-07-25 | 13F | 帕克金融有限责任公司 | 1,603 | -3.55 | 442 | 58.63 | ||||
2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 3,504 | 3.00 | 966 | 69.60 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 克劳利财富管理有限公司 | 950 | -9.52 | 262 | 49.14 | ||||
2025-06-27 | NP | 卡拉莫斯全球动态收入基金 | 13,150 | 0.00 | 2,531 | -13.03 | ||||
2025-08-07 | 13F | 科罗拉多州立大学生产者资源公司 | 19,000 | 0.00 | 5,237 | 64.63 | ||||
2025-07-31 | 13F | 新罕布什尔信托 | 32,095 | -3.46 | 8,847 | 58.93 | ||||
2025-08-04 | 13F | 海滨财富公司 | 1,526 | 10.10 | 421 | 81.03 | ||||
2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 9,228 | 6.52 | 2,544 | 75.38 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 107,464 | 11.05 | 29,623 | 82.82 | ||||
2025-08-14 | 13F | 拉坦资本管理有限公司 | 26,217 | -80.53 | 7,227 | -67.95 | ||||
2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,154 | 10.22 | 15,754 | 81.48 | ||||
2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 3,878 | 0.31 | 1,069 | 65.22 | ||||
2025-08-13 | 13F | 科普利金融集团有限公司 | 2,650 | 78.69 | 730 | 194.35 | ||||
2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 2,596 | 81.54 | 716 | 199.16 | ||||
2025-08-11 | 13F | 美国教师保险与年金协会 | 100 | 28 | ||||||
2025-08-12 | 13F | 马斯科资本管理有限公司 | 55,617 | 15,331 | ||||||
2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 4,900 | 0.00 | 1,186 | 21.39 | ||||
2025-08-22 | NP | QTUM - Defiance 量子 ETF | 76,464 | 21,077 | ||||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 82,931 | 5.77 | 22,860 | 74.14 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | -354 | 669.57 | ||||||
2025-09-03 | 13F | Q3 资产管理 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Axiom 金融策略有限公司 | 751 | 207 | ||||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 23,204 | 4,466 | ||||||
2025-08-18 | 13F | 战术顾问有限责任公司 | 2,350 | 977.98 | 648 | 124.65 | ||||
2025-07-15 | 13F | BKA财富咨询公司 | 1,054 | 291 | ||||||
2025-08-15 | 13F | 东北财务顾问公司 | 90,240 | -0.98 | 24,875 | 63.02 | ||||
2025-08-19 | 13F | MRP 资本投资有限责任公司 | 456 | 0.22 | 126 | 64.47 | ||||
2025-07-24 | 13F | 有利点金融有限公司 | 794 | 219 | ||||||
2025-08-04 | 13F | 巴伦汀有限责任公司 | 4,629 | 89.17 | 1,276 | 211.74 | ||||
2025-05-29 | NP | JAKVX - 约翰汉考克纪律价值全球多空基金 R6 类 | 4,388 | 13.36 | 735 | -4.80 | ||||
2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 3,158 | 134.10 | 871 | 286.67 | ||||
2025-07-18 | 13F | 第一联合银行信托/ | 1,150 | 0.00 | 317 | 64.58 | ||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 559,536 | 0.50 | 154,236 | 65.46 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 电子基金可变年金 | 4,682 | -60.58 | 1,291 | -35.11 | ||||
2025-07-30 | NP | SSGFX - SEXTANT 增长基金 Sextant 增长基金投资者股票 | 12,750 | 0.00 | 3,086 | 21.40 | ||||
2025-07-08 | 13F | 战略倡导者有限责任公司 | 11,380 | 6.87 | 3,137 | 75.98 | ||||
2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 2,080,000 | 34.37 | 573,394 | 121.23 | ||||
2025-07-15 | 13F | 科拉资本顾问有限公司 | 929 | 256 | ||||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 43,178 | 14.49 | 11,902 | 88.49 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 84,207 | 15.79 | 16,207 | 0.72 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 8,466 | 8.59 | 2,334 | 78.77 | ||||
2025-07-23 | 13F | 比林尼联营公司 | 17,924 | -3.21 | 5 | 33.33 | ||||
2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,128 | 21.84 | 2,719 | 6.00 | ||||
2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 67,662 | -4.30 | 18,651 | 57.57 | ||||
2025-07-23 | 13F | 阳光资本管理有限公司 | 8,003 | 0.20 | 2,206 | 64.92 | ||||
2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 35,531 | 9,794 | ||||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 9,662 | 0.18 | 2,663 | 64.99 | ||||
2025-07-23 | 13F | 钛信托公司 | 11,340 | 0.00 | 3,126 | 64.65 | ||||
2025-07-23 | 13F | 莫顿资本管理有限责任公司/加利福尼亚州 | 4,396 | -1.63 | 1,212 | 61.90 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 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 | 428,182 | -9.32 | 118,028 | 49.29 | ||||
2025-08-28 | NP | STFGX - 国营农场增长基金 | 43,500 | -80.61 | 11,991 | -80.61 | ||||
2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 131,700 | -4.36 | 36,303 | 57.46 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 55,738 | 62.93 | 15,364 | 168.27 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 451 | 2.27 | 124 | 69.86 | ||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 11,426 | -4.31 | 3,150 | 57.53 | ||||
2025-07-25 | 13F | 威尔斯财务顾问公司 | 70 | 0.00 | 19 | 72.73 | ||||
2025-04-14 | 13F | 惠特克-迈尔斯财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 16,005 | -5.39 | 4,412 | 55.76 | ||||
2025-07-29 | 13F | 金融对称公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | 卫报金融合作伙伴有限责任公司 | 822 | -63.02 | 227 | -39.25 | ||||
2025-08-14 | 13F | 布里奇威资本管理公司 | 128,710 | -15.68 | 35,479 | 38.81 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 1,867 | 29.92 | 515 | 114.17 | ||||
2025-08-08 | 13F | 凯恩投资管理有限公司 | 10,620 | -22.33 | 2,927 | 27.87 | ||||
2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 6,715 | -0.52 | 1,851 | 63.72 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 2,627,906 | 43.62 | 724,389 | 136.46 | ||||
2025-08-14 | 13F | 多伦多道明银行 | Call | 830,000 | 16,500.00 | 228,790 | 27,234.41 | |||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 22,682 | 0.00 | 6,252 | 64.66 | ||||
2025-08-29 | NP | JAGTX - 骏利亨德森全球科技基金 T 类 | 1,666,991 | 15.88 | 459,506 | 90.79 | ||||
2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 61,847 | 8.17 | 11,904 | -5.91 | ||||
2025-07-31 | 13F | 卫报资产顾问有限公司 | 1,464 | 19.12 | 404 | 96.59 | ||||
2025-08-14 | 13F | 范埃克联合公司 | 11,455,120 | -2.11 | 3,158 | 61.15 | ||||
2025-07-07 | 13F | OMNI 360 财富公司 | 3,470 | 16.44 | 956 | 91.97 | ||||
2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 310 | -17.77 | 85 | 34.92 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 3,168 | 7.28 | 873 | 76.72 | ||||
2025-07-23 | 13F | 伍德信托金融公司 | 3,855 | 0.00 | 1 | |||||
2025-07-24 | 13F | 帝斯曼资本合伙公司 | 896,897 | 81.04 | 247,230 | 198.06 | ||||
2025-08-06 | 13F | TKG 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 尼克松皮博迪信托公司 | 95,717 | -1.27 | 26,384 | 62.54 | ||||
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 | 10,115 | -3.79 | 2,788 | 58.41 | ||||
2025-07-24 | 13F | 阿盖尔资本管理公司 | 5,358 | 0.00 | 1,477 | 64.55 | ||||
2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 341,350 | 1.83 | 94,093 | 67.64 | ||||
2025-07-16 | 13F | 阿灵顿资本管理公司 | 1,960 | 2.67 | 540 | 69.28 | ||||
2025-08-14 | 13F | Clg有限责任公司 | 1,042 | 287 | ||||||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 33,957 | 65.71 | 9,360 | 172.89 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 104,224 | -22.33 | 28,729 | 27.87 | ||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 16,037 | 2.06 | 4,421 | 68.06 | ||||
2025-08-25 | NP | REDWX - 渴望红木基金 | 16,219 | 0.00 | 4,471 | 64.64 | ||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 24,180 | 0.83 | 6,665 | 66.04 | ||||
2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 897 | 23.38 | 173 | 7.50 | ||||
2025-07-29 | 13F | 会员资本顾问公司 | 2,400 | 0.00 | 662 | 64.84 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 52,806 | -5.40 | 14,556 | 55.75 | ||||
2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 12,351 | 0.00 | 2,377 | 0.00 | ||||
2025-07-25 | 13F | 养老金保障基金委员会 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 商业银行 | 1,336,216 | 2.09 | 368,328 | 68.07 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 3,131,699 | -5.34 | 863,253 | 58.15 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 18,999 | 5.15 | 5,237 | 73.12 | ||||
2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 357,941 | 0.00 | 98,666 | 64.64 | ||||
2025-08-05 | 13F | RiverGlades 家族办公室有限责任公司 | 1,310 | 0.00 | 361 | 64.84 | ||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 30,471 | -5.64 | 5,865 | -17.93 | ||||
2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 25,883 | 430.39 | 4,982 | 361.63 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 54,865 | 1.98 | 15,124 | 67.90 | ||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 126,577 | 1.14 | 34,891 | 66.51 | ||||
2025-04-28 | 13F | 捍卫者资本有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 43,141 | -1.41 | 10,443 | 19.68 | ||||
2025-08-13 | 13F | 挪威银行 | 67,402,681 | 18,579,549 | ||||||
2025-08-04 | 13F | 墨菲波拉德资产管理有限责任公司 | 970 | 267 | ||||||
2025-05-28 | NP | Acap战略基金 | Short | -135,527 | -22,691 | |||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 1,378,356 | 2,170.95 | 18,820 | 85.17 | ||||
2025-08-08 | 13F | 安全金融服务公司 | 5,164 | 13.20 | 1,423 | 86.50 | ||||
2025-07-15 | 13F | 霍弗及同事。公司 | 4,234 | -0.68 | 1,167 | 63.67 | ||||
2025-08-13 | 13F | 亨德肖特投资公司 | 1,121 | -8.34 | 309 | 51.47 | ||||
2025-08-26 | NP | 第一信托增强型股权收益基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,200 | 0.00 | 12,735 | 64.64 | ||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 285,008 | 11.19 | 78,562 | 83.06 | ||||
2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 8,120 | 1,563 | ||||||
2025-08-29 | NP | 加贝利股息和收入信托 | 55,700 | 7.74 | 15,354 | 77.37 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 5,497 | -7.58 | 1,515 | 52.26 | ||||
2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,184 | -29.13 | 1,981 | -13.98 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,848,962 | 15.57 | 509,666 | 90.26 | ||||
2025-06-27 | NP | TEC - 港口转型技术 ETF | 1,044 | 201 | ||||||
2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 986 | 272 | ||||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 2,714 | 40.19 | 748 | 124.62 | ||||
2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 39,614 | -1.99 | 10,920 | 61.36 | ||||
2025-08-14 | 13F | 白骑士战略财富顾问有限责任公司 | 4,075 | -0.24 | 1,123 | 64.42 | ||||
2025-08-18 | 13F | 惠灵顿资本管理公司 | 839 | 1 | ||||||
2025-08-12 | 13F | 阿彻投资公司 | 17,784 | 0.38 | 4,902 | 65.27 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 584,331 | 5.09 | 137,216 | 59.20 | ||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 3,125 | -47.48 | 861 | -37.56 | ||||
2025-08-25 | NP | 美国基金保险系列-全球平衡基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,260 | -21.26 | 11,098 | 29.64 | ||||
2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 4,784 | -27.42 | 1,319 | 19.49 | ||||
2025-07-29 | NP | SHRAX - ClearBridge 积极增长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,119,170 | -21.19 | 270,917 | -4.34 | ||||
2025-07-29 | 13F | TrueMark 投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 金融连接集团有限公司 | 28 | 0 | ||||||
2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-06 | 13F | 晶石资本管理公司 | 0 | -100.00 | 0 | |||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 12,164 | -0.60 | 2,426 | 22.29 | ||||
2025-07-17 | 13F | Enclave 顾问有限公司 | 2,291 | -4.26 | 631 | 57.75 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 390,072 | -2.63 | 94,425 | 18.19 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 5,905 | 2.16 | 1,628 | 68.25 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 6,599 | -8.25 | 1,819 | 51.08 | ||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 1,364 | -68.53 | 376 | -48.28 | ||||
2025-08-14 | 13F | 马林银行 | 875 | 241 | ||||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 262,020 | -15.95 | 50,431 | -26.89 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 4,839 | 0.79 | 1,334 | 66.00 | ||||
2025-08-05 | 13F | 杰赛普财富管理公司 | 881 | 243 | ||||||
2025-08-14 | 13F | 中西一金融集团有限公司 | 21,341 | 0.05 | 5,883 | 64.72 | ||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 56,967 | -0.39 | 10,964 | -13.35 | ||||
2025-07-09 | 13F | Heritage 家族办公室有限责任公司 | 12,358 | 0.02 | 2,090 | 1.02 | ||||
2025-08-22 | NP | OSTFX - 奥斯特韦斯基金投资者类别 | 24,206 | 55.31 | 6,672 | 155.73 | ||||
2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 499,221 | -7.32 | 137,610 | 52.58 | ||||
2025-07-31 | 13F | 布里奥财务规划公司 | 100 | 0.00 | 0 | |||||
2025-08-04 | 13F | IMS投资管理服务有限公司分析师 | 42,211 | 1.86 | 12 | 83.33 | ||||
2025-06-27 | NP | FNGG - Direxion 每日精选大盘股和 FANGs 牛市 2 倍股票 | 19,946 | 14.65 | 3,839 | -0.26 | ||||
2025-08-26 | NP | XVOL - Acruence 主动对冲美国股票 ETF | 308 | -64.56 | 85 | -42.07 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 26,990,925 | 2.97 | 7,450,161 | 69.98 | ||||
2025-08-22 | NP | 基石总回报基金公司 | 62,900 | 10.74 | 17,338 | 82.31 | ||||
2025-08-12 | 13F | 智慧基金有限合伙人 | 20,000 | -52.38 | 5,513 | -21.60 | ||||
2025-08-07 | 13F | 雅绅特资本管理有限公司 | 12,861 | 21.41 | 3,545 | 99.94 | ||||
2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 180 | 0.00 | 50 | 63.33 | ||||
2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 1,640 | -1.20 | 452 | 63.18 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 8,991 | 71.09 | 2,478 | 181.91 | ||||
2025-05-14 | 13F | 希尔投资集团合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | FADTX - 富达顾问科技基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,400 | -81.80 | 10,470 | -79.37 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 2,212 | 1.05 | 648 | 67.44 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 688,640 | 0.63 | 189,824 | 65.67 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco 全球投资组合 IB 类 | 41,942 | 20.89 | 11,561 | 99.05 | ||||
2025-08-04 | 13F | 西弗森斯特雷格公司 | 4,108 | 1,132 | ||||||
2025-08-22 | NP | FFIDX - 富达基金 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 | 110,100 | -54.03 | 30,349 | -24.31 | ||||
2025-08-11 | 13F | 克莱默·罗森塔尔·麦克格林有限公司 | 71,945 | 63.14 | 19,832 | 168.60 | ||||
2025-08-01 | 13F | 火力资本管理有限公司 | 7,387 | -1.90 | 2,036 | 61.59 | ||||
2025-08-11 | 13F | WPWealth LLP | 1,195 | -2.05 | 329 | 61.27 | ||||
2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 28,227 | -17.89 | 5,433 | -28.59 | ||||
2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 5,545 | -3.70 | 1,529 | 58.51 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 111,980 | 4.28 | 30,867 | 71.68 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 433,451 | 15.32 | 119,481 | 89.86 | ||||
2025-08-13 | 13F | 奥默斯管理公司 | 1,243,594 | 0.10 | 342,797 | 64.81 | ||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 18,159 | -22.94 | 5,238 | 32.61 | ||||
2025-08-12 | 13F | 德意志银行\ | 14,524,375 | -7.83 | 4,003,644 | 51.74 | ||||
2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 34,778 | -2.90 | 5,823 | -29.88 | ||||
2025-07-22 | 13F | 戴维森卡恩资本管理有限责任公司 | 1,104 | 24.18 | 307 | 106.76 | ||||
2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,721,064 | -1.33 | 331,253 | -14.17 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛机构战略增长基金 | 65,964 | 2.42 | 18,183 | 68.62 | ||||
2025-08-26 | NP | DMAGX - Driehaus 多元资产增长经济基金 | 3,966 | -13.89 | 1,093 | 41.76 | ||||
2025-07-18 | 13F | 综合投资组合审查公司 | 5,730 | 52.35 | 1,580 | 151.03 | ||||
2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 1,214 | -6.97 | 335 | 53.21 | ||||
2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 136,361 | 3.03 | 26,245 | -10.38 | ||||
2025-07-17 | 13F | ERn 金融有限责任公司 | 2,275 | -62.67 | 627 | -38.53 | ||||
2025-08-04 | 13F | 惠伦财富管理公司 | 3,006 | 39.23 | 829 | 129.36 | ||||
2025-05-13 | 13F | 金牛资产管理有限公司 | 74,645 | 4,001.37 | 12,498 | 2,868.41 | ||||
2025-07-25 | 13F | 橡子溪资本有限责任公司 | 3,124 | -2.07 | 861 | 61.24 | ||||
2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 8,481 | -8.39 | 2,338 | 50.77 | ||||
2025-07-23 | 13F | 科恩资本管理公司 | 2,470 | 0.00 | 681 | 64.65 | ||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 249,126 | 4.92 | 68,672 | 72.73 | ||||
2025-08-01 | 13F | JDH 财富管理有限责任公司 | 810 | 223 | ||||||
2025-07-22 | 13F | 资本顾问公司/ok | 176,520 | 0.67 | 48,658 | 65.74 | ||||
2025-07-24 | 13F | 全面财富规划与管理有限公司 | 7,486 | 1.13 | 2,064 | 66.51 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 117,111,483 | 14.96 | 32,281,780 | 89.27 | ||||
2025-08-14 | 13F | Matrix私人资本集团有限公司 | 7,673 | -4.11 | 2,115 | 57.95 | ||||
2025-07-18 | 13F | Fmb财富管理 | 2,211 | -0.50 | 609 | 64.15 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 150,321 | -9.29 | 41,436 | 49.34 | ||||
2025-07-29 | NP | PJFG - PGIM Jennison 聚焦增长 ETF | 24,597 | -8.37 | 5,954 | 11.23 | ||||
2025-04-28 | 13F | 伟大的点财富顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 马赛克金融集团有限公司 | 7,355 | -1.46 | 2 | 100.00 | ||||
2025-04-14 | 13F | 普里贝财富控股有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Intergy 私人财富有限责任公司 | 4,142 | 3.45 | 1,142 | 70.30 | ||||
2025-07-15 | 13F | 里奇克莱斯特财富合作伙伴有限公司 | 3,793 | -86.65 | 1,046 | -78.02 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 59,327 | 80.01 | 16,353 | 196.36 | ||||
2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 7,639 | 9.25 | 1,470 | -4.98 | ||||
2025-07-15 | 13F/A | 吴咨询有限责任公司 | 1,071 | 295 | ||||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 15,222 | 1.76 | 4,196 | 67.53 | ||||
2025-07-15 | 13F | 修订者财富管理有限责任公司 | 3,387 | 10.65 | 933 | 82.03 | ||||
2025-07-29 | 13F | 财务指导集团有限公司 | 1,630 | 0.00 | 449 | 65.07 | ||||
2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 2,308 | 3.22 | 444 | -10.12 | ||||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 83 | 23 | ||||||
2025-07-09 | 13F | 圣路易斯财务规划师资产管理有限责任公司 | 16,032 | 4,419 | ||||||
2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 2,140 | 0.85 | 590 | 65.92 | ||||
2025-08-12 | 13F | 新世界顾问有限责任公司 | 2,480 | 684 | ||||||
2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 1,755 | -13.50 | 484 | 42.48 | ||||
2025-07-29 | 13F | 康芒斯资本有限公司 | 20,328 | 2.07 | 5,603 | 68.06 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 1,174,809 | 8.43 | 226,115 | -5.69 | ||||
2025-07-16 | 13F | 肯尼迪投资集团 | 54,160 | 0.62 | 14,929 | 65.68 | ||||
2025-05-12 | 13F | 瑞穗证券美国有限公司 | 375,316 | -15.21 | 62,839 | -38.77 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 861,025 | 31.10 | 165,721 | 14.04 | ||||
2025-07-31 | 13F | 奥本海默公司 | 305,854 | -4.84 | 84,309 | 56.66 | ||||
2025-08-13 | 13F | 黑钻财富管理公司 | 6,521 | 0.99 | 1,726 | 28.42 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 1,387,434 | -10.59 | 382,446 | 47.20 | ||||
2025-07-18 | 13F | 马特尔财富顾问公司 | 1,960 | 0.00 | 540 | 64.63 | ||||
2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 48,942,898 | 4.14 | 11,847,607 | 26.41 | ||||
2025-08-05 | 13F | 美国高级投资管理研究所有限责任合伙 | 2,835 | 0.00 | 781 | 64.77 | ||||
2025-08-12 | 13F | 朗费罗投资管理有限公司 | 97 | 27 | ||||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 7,720 | 5.02 | 1,486 | -8.67 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 38,100 | 929.73 | 10,502 | 1,596.61 | |||
2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,135 | -0.85 | 3,069 | 63.24 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 120,300 | 4,355.56 | 33,161 | 7,236.28 | |||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 2,085,727 | 3.45 | 574,854 | 55.54 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 620,867 | 0.53 | 171,142 | 65.50 | ||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 113,432 | -6.53 | 21,832 | -18.69 | ||||
2025-08-13 | 13F | RW投资管理有限责任公司 | 5,687 | 36.35 | 1,568 | 124.50 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 786,788 | -3.40 | 216,878 | 59.03 | ||||
2025-08-26 | NP | Profunds - Profunds 技术副总裁 | 9,665 | -15.49 | 2,664 | 39.18 | ||||
2025-03-31 | NP | FNSTX - 富达基础设施基金 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 112,950 | -3.64 | 31 | 63.16 | ||||
2025-04-03 | 13F | 特许经营资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-14 | 13F | 格里菲斯与沃纳公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 34,189 | 15.82 | 9,424 | 90.69 | ||||
2025-08-14 | 13F | LM 顾问有限责任公司 | 11,964 | -36.01 | 3 | 0.00 | ||||
2025-08-12 | 13F | EFG 资产管理(美洲)公司 | 48,909 | 0.99 | 13,482 | 66.27 | ||||
2025-08-18 | 13F | 第二线资本有限责任公司 | 2,547 | -7.62 | 702 | 52.28 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 48,361 | 7.04 | 13,331 | 76.23 | ||||
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 | 308,687 | 35.58 | 85,090 | 123.21 | ||||
2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 199,368 | 93.01 | 38,372 | 67.89 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 26,329 | 0.00 | 7,258 | 64.63 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 578,894 | 38.01 | 97,903 | 35.16 | ||||
2025-07-09 | 13F | 第一银行与信托 | 2,909 | -1.22 | 802 | 62.47 | ||||
2025-08-05 | 13F | 珠穆朗玛峰管理公司 | 14,203 | -30.98 | 3,915 | 13.64 | ||||
2025-08-14 | 13F | 私人资本管理有限责任公司 | 902 | 249 | ||||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 28,604 | 45.63 | 7,885 | 139.78 | ||||
2025-07-17 | 13F | 阿尔特斯财富管理有限责任公司 | 1,240 | -0.80 | 342 | 63.16 | ||||
2025-06-27 | NP | PAGRX - 激进增长投资组合 I 类 | 20,000 | 0.00 | 3,849 | -13.02 | ||||
2025-07-17 | 13F | 圣约资产管理有限责任公司 | Call | 3,583 | 167.59 | |||||
2025-07-17 | 13F | 圣约资产管理有限责任公司 | 73,516 | 3.15 | 20,265 | 69.83 | ||||
2025-07-17 | 13F | 圣约资产管理有限责任公司 | Put | 2,756 | 105.83 | |||||
2025-07-25 | 13F | 倡导集团有限责任公司 | 23,471 | -3.84 | 6,470 | 58.32 | ||||
2025-07-31 | 13F | 吉尔资本合伙人有限公司 | 4,577 | 3.41 | 1,262 | 70.18 | ||||
2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 547,453 | 47.66 | 105,368 | 28.44 | ||||
2025-08-22 | NP | 基石战略价值基金公司 | 107,300 | -7.18 | 29,577 | 52.82 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 551,500 | -51.28 | 152,021 | -19.79 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 6,215 | -16.21 | 1,713 | 38.03 | ||||
2025-08-28 | NP | SPGSX - State Street Premier Growth 股票 VIS 基金 1 类股票 | 6,051 | -14.55 | 1,668 | 40.68 | ||||
2025-08-01 | 13F | 莫特科 | 131,911 | -4.76 | 38,742 | 67.06 | ||||
2025-07-23 | 13F | 佳能财富管理服务有限公司 | 1,624 | -6.83 | 448 | 25.56 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 5,774 | 9.75 | 1,592 | 80.80 | ||||
2025-07-21 | 13F | AIFG 顾问有限公司 | 1,159 | 319 | ||||||
2025-07-24 | 13F | Etesian 财富顾问公司 | 2,169 | -3.34 | 598 | 59.20 | ||||
2025-08-14 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 玻璃山顾问公司 | 58,005 | -1.83 | 15,989 | 61.64 | ||||
2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,324,617 | -5.86 | 3,948,581 | 54.98 | ||||
2025-07-25 | 13F | 联邦金融服务有限责任公司 | 8,112 | 0.93 | 2,236 | 66.17 | ||||
2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 1,422 | 11.53 | 418 | 95.33 | ||||
2025-09-03 | 13F | 美国信托 | 9,603 | 72.10 | 2,647 | 183.40 | ||||
2025-05-14 | 13F | 电力财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IGEAX - VY(R) T. Rowe 价格增长股票投资组合类别 ADV | 222,284 | 78.17 | 61,273 | 193.34 | ||||
2025-07-30 | NP | EGGQ-NestYield 远见ETF | 14,923 | 107.09 | 3,612 | 151.36 | ||||
2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 960 | 265 | ||||||
2025-08-05 | 13F | 奥克韦尔私人财富管理有限责任公司 | 2,843 | -3.00 | 784 | 59.80 | ||||
2025-08-14 | 13F | 岩点顾问有限责任公司 | 47,334 | -22.47 | 13,048 | 27.64 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆纳斯达克 100 指数基金 (I) | 1,600,879 | -0.46 | 441,282 | 63.88 | ||||
2025-08-14 | 13F | 嘉实投资顾问有限公司 | 2,505 | -25.13 | 691 | 23.21 | ||||
2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 42,800 | 6.91 | 10,361 | 29.78 | ||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 23,745 | 70.64 | 6,545 | 181.02 | ||||
2025-07-30 | 13F | 城堡财富管理有限公司 | 10,930 | 0.89 | 3,013 | 66.13 | ||||
2025-08-18 | 13F | 1248 管理有限责任公司 | 6,239 | 0.00 | 1,720 | 64.66 | ||||
2025-07-24 | 13F | 私人财富硕士 | 2,341 | 0.00 | 645 | 64.96 | ||||
2025-08-05 | 13F | 入口私人财富有限责任公司 | 4,817 | 0.00 | 1,328 | 64.64 | ||||
2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 289,116 | 43.48 | 79,695 | 136.22 | ||||
2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 6,128 | -2.82 | 1,689 | 60.09 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 万国数据财富管理 | 10,972 | 0.78 | 3,024 | 65.97 | ||||
2025-06-26 | NP | FCPAX - 富达顾问国际资本增值基金A级 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 873,146 | 35.12 | 168,054 | 17.53 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 227,386 | 1.45 | 62,612 | 66.86 | ||||
2025-07-18 | 13F | 福布斯律师事务所 | 116,630 | -0.11 | 32,149 | 64.46 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 17,213 | -24.32 | 4,745 | -3.03 | ||||
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 | 90,670 | -0.23 | 24,993 | 64.27 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 2,275 | -16.76 | 627 | 37.20 | ||||
2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 11,442 | 3.03 | 3,154 | 69.66 | ||||
2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 995,233 | 4.67 | 191,552 | -8.95 | ||||
2025-07-10 | 13F | 卢森堡银行 | 1,708 | 0.00 | 286 | 0.00 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | PRPFX - 永久投资组合 I 类 | 200,000 | 0.00 | 38,494 | -13.02 | ||||
2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 59,069 | -18.35 | 16,282 | 34.43 | ||||
2025-06-30 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Rising Dividends Fund C 类 | 362,846 | 0.00 | 69,837 | -13.02 | ||||
2025-07-24 | 13F | Invictus 私人财富有限公司 | 137,806 | 12.46 | 37,986 | 85.16 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Levin 大盘价值服务副总裁 | 5,290 | -1.73 | 1,458 | 61.82 | ||||
2025-07-29 | 13F | WS 投资组合咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | 中西部金融集团有限责任公司 | 2,932 | 34.19 | 808 | 121.37 | ||||
2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 23,741 | 2.78 | 5,747 | 24.75 | ||||
2025-08-14 | 13F | 蓝云杉投资有限公司 | 2,903 | 0.00 | 800 | 64.61 | ||||
2025-08-05 | 13F | Hiddenite 资本合伙公司 | 47,970 | 0.00 | 13,223 | 64.64 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 4,871 | 10.00 | 1,524 | 92.30 | ||||
2025-06-25 | NP | 富国银行全球股息机会基金 | 24,542 | 10.45 | 4,724 | -3.93 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Capital Group 研究投资组合 IB 类 | 164,920 | -20.31 | 45,460 | 31.19 | ||||
2025-07-23 | 13F | 西步顾问公司 | 12,599 | -6.68 | 3,473 | 53.63 | ||||
2025-08-14 | 13F | 赢顾问公司 | 4,248 | -16.53 | 1,171 | 37.49 | ||||
2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 325,217 | 0.29 | 78,725 | 21.73 | ||||
2025-05-15 | 13F | 丽都顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 9,360 | 0.00 | 2,580 | 64.65 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 15,588 | 2.59 | 4,297 | 68.93 | ||||
2025-07-24 | 13F | 财富之星顾问有限公司 | 791 | 218 | ||||||
2025-06-26 | NP | HFGO - 哈特福德大盘成长 ETF | 32,245 | 3.82 | 6,206 | -9.69 | ||||
2025-07-29 | 13F | 天鹅全球投资有限公司 | 2,736 | 24.53 | 754 | 105.45 | ||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Nova财富管理有限公司 | 1,836 | -32.25 | 506 | 11.70 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 479,300 | -0.62 | 132,119 | 63.61 | ||||
2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 35,977 | 0.79 | 9,918 | 65.96 | ||||
2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 170,098 | -2.36 | 46,888 | 60.75 | ||||
2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 556 | 82.30 | 153 | 200.00 | ||||
2025-04-11 | 13F | 戴维斯资本管理公司 | 42 | 0.00 | 7 | -22.22 | ||||
2025-08-07 | 13F | 卡希尔财务顾问公司 | 2,707 | 11.86 | 746 | 84.20 | ||||
2025-08-14 | 13F | Unisphere成立 | 917,600 | -5.17 | 252,936 | 56.13 | ||||
2025-07-17 | 13F | 新约信托公司,北美 | 3,731 | -0.90 | 1,005 | 57.86 | ||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 47,581 | 17.64 | 13,116 | 93.67 | ||||
2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 18,108 | -13.60 | 5 | 33.33 | ||||
2025-08-25 | NP | IGAAX - 国际成长和收益基金 A 类 | 352,022 | -18.82 | 97,035 | 33.65 | ||||
2025-07-15 | 13F | 西橡树资本有限责任公司 | 35,025 | -1.38 | 97 | 62.71 | ||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 1,155,286 | 11.23 | 279,660 | 35.01 | ||||
2025-04-28 | 13F | 更好财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 22,793 | 5.20 | 6,110 | 59.66 | ||||
2025-08-12 | 13F | 财富桥资本管理有限公司 | 4,460 | -3.59 | 1,229 | 58.79 | ||||
2025-07-08 | 13F | 多佛顾问有限公司 | 9,624 | 0.66 | 2,653 | 65.75 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 42,695 | 6.45 | 11,769 | 75.25 | ||||
2025-08-07 | 13F | 毕马威资本有限责任公司 | 48,108 | 2.69 | 13,261 | 69.07 | ||||
2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 9,887 | 4.00 | 2,727 | 71.34 | ||||
2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 3,260 | 0.00 | 957 | 75.60 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 834,754 | 6.79 | 160,665 | -7.11 | ||||
2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 66,774 | 2.87 | 12,852 | -10.52 | ||||
2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 10,762 | -4.64 | 2,967 | 57.01 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 2,372 | -7.56 | 654 | 52.21 | ||||
2025-07-22 | 13F | DB Root 有限公司 | 5,388 | 19.71 | 1,485 | 97.21 | ||||
2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 69,819 | -30.08 | 13,438 | -39.18 | ||||
2025-07-30 | NP | BFSIX - BFS 股票基金机构类 | 7,500 | 0.00 | 1,816 | 21.40 | ||||
2025-08-13 | 13F | 纳维斯财富顾问有限责任公司 | 2,149 | -3.02 | 592 | 59.57 | ||||
2025-06-30 | 13F | 沙特基础工业公司养老基金 | 24,100 | 46.06 | 4 | 33.33 | ||||
2025-08-14 | 13F | NCP 公司 | 13,869 | -4.29 | 3,823 | 57.58 | ||||
2025-07-29 | NP | YALL - 上帝保佑美国 ETF | 21,606 | -7.63 | 5,230 | 12.14 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 103,548 | 0.40 | 28,543 | 65.29 | ||||
2025-07-09 | 13F | Krilogy金融有限责任公司 | 28,259 | 42.79 | 7,790 | 135.10 | ||||
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 | 1,676,810 | 20.11 | 462,213 | 97.74 | ||||
2025-08-14 | 13F | 综合投资顾问有限责任公司 | 9,381 | -44.48 | 2,586 | -8.62 | ||||
2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 14,619 | -39.31 | 4,030 | -0.07 | ||||
2025-07-16 | 13F | Maridea财富管理有限公司 | 2,579 | -54.39 | 711 | -24.95 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 114,287 | 0.48 | 32 | 63.16 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 708,071 | 7.51 | 171,403 | 30.49 | ||||
2025-08-14 | 13F | 休闲资本管理 | 19,584 | -2.11 | 5,398 | 61.18 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 1,983 | 130.85 | 547 | 281.82 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 1,992 | 549 | ||||||
2025-07-29 | 13F | Crux 财富顾问 | 7,082 | -43.59 | 1,952 | -7.09 | ||||
2025-08-27 | NP | ARTTX - Artisan 主题基金投资者股份 | 156,184 | 43,052 | ||||||
2025-08-07 | 13F | PFG顾问 | 57,705 | 16.76 | 15,906 | 92.24 | ||||
2025-07-31 | 13F | 霍格金融服务有限公司 | 1,569 | 23.25 | 433 | 102.82 | ||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 186,350 | 14.52 | 45,110 | 39.00 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 119,245 | 5.33 | 22,951 | -8.38 | ||||
2025-07-23 | 13F | 司法部有限责任公司 | 5,989 | 12.15 | 1,060 | 18.46 | ||||
2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 61,400 | 2,839.21 | 16,925 | 4,749.28 | ||||
2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 243,940 | 102.17 | 67,242 | 232.85 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 3,560,888 | 22.49 | 982 | 101.85 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 65,555 | 49.49 | 18,428 | 151.03 | ||||
2025-05-06 | 13F | 戴维斯雷有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 1,705 | 27.05 | 470 | 109.38 | ||||
2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 7,410 | -76.19 | 2,043 | -60.81 | ||||
2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 8,616 | 22.23 | 2,375 | 101.27 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 55,528 | -8.80 | 15,306 | 50.15 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 33,764 | 1.24 | 9,307 | 66.70 | ||||
2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 287 | 96.58 | 55 | 71.88 | ||||
2025-08-11 | 13F | 添马证券有限责任公司 | Call | 28 | 68.75 | |||||
2025-08-11 | 13F | 添马证券有限责任公司 | 2,961 | 9.83 | 816 | 80.93 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 39,561 | -0.27 | 10,905 | 64.19 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 16,682 | 1.06 | 4,598 | 66.41 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 98,113 | -18.37 | 18,884 | -28.99 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 646,515 | -15.02 | 178,177 | 40.04 | ||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 368,561 | 1,217.89 | 101,594 | 2,069.86 | ||||
2025-07-22 | 13F | 我的个人首席财务官有限责任公司 | 1,034 | 285 | ||||||
2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 6,521 | 0.00 | 1,798 | 64.71 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 10,653 | 8.03 | 2,936 | 77.83 | ||||
2025-06-26 | NP | FOKFX - 富达场外交易 K6 投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,917 | -57.12 | 22,311 | -62.70 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 29,101 | 0.00 | 8,022 | 64.63 | ||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 18,956 | 20.01 | 5,230 | 97.66 | ||||
2025-08-22 | NP | FGRTX - 富达巨型股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 390,105 | 2.71 | 107,532 | 69.10 | ||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | Call | 500 | 138 | |||||
2025-07-28 | 13F | Keeler & Nadler 财务规划与财富管理 | 2,395 | 0.42 | 660 | 63.77 | ||||
2025-08-04 | 13F | WNY资产管理有限责任公司 | 2,155 | 4.97 | 594 | 73.18 | ||||
2025-07-08 | 13F | 艾利希金融集团 | 2,019 | -3.54 | 556 | 58.86 | ||||
2025-07-30 | 13F | 康纳斯投资者服务公司 | 51,959 | -7.19 | 14,322 | 52.91 | ||||
2025-08-04 | 13F | 俄亥俄州 | 1,784,044 | 13.84 | 491,772 | 87.43 | ||||
2025-07-28 | 13F | 塔特尔战术管理有限责任公司 | 2,361 | 651 | ||||||
2025-08-05 | 13F | JW Coons 顾问有限公司 | 10,027 | -9.51 | 2,764 | 48.95 | ||||
2025-07-28 | NP | VSRDX - 美国社会责任基金 | 70,373 | -6.75 | 17,035 | 13.19 | ||||
2025-07-24 | 13F | 莱斯特·默里 Antman dba SimplyRich | 7,486 | 0.00 | 2 | 100.00 | ||||
2025-08-14 | 13F | 战略财富设计师 | 7,452 | 6.06 | 2,054 | 74.66 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 63,273 | 106.77 | 17,441 | 240.45 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通数字发展战略基金 Y 类 | 2,364 | -18.73 | 652 | 33.68 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 10,231 | 125.40 | 2,477 | 173.59 | ||||
2025-07-31 | 13F | 卡迪尼亚有限公司 | 1,318 | -10.03 | 363 | 48.16 | ||||
2025-08-04 | 13F | B&l 资产管理有限公司 | 50,010 | -9.89 | 13,785 | 48.37 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 4,324,215 | -0.07 | 1,192 | 64.50 | ||||
2025-08-15 | 13F | 尼库斯基金融公司 | 14,710 | 1.43 | 4,055 | 66.97 | ||||
2025-07-28 | NP | VAFAX - 景顺美国特许经营基金 A 类 | 2,623,654 | -21.55 | 635,108 | -4.78 | ||||
2025-08-13 | 13F | 法国外贸银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | 镇流器公司 | 1,481 | 408 | ||||||
2025-08-12 | 13F | 荷兰银行 | 597,146 | 17.24 | 165,624 | 94.42 | ||||
2025-08-13 | 13F | 法国外贸银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 92,342 | 13.27 | 25,454 | 86.49 | ||||
2025-07-25 | 13F | 北美社区银行 | 41,014 | -10.95 | 11,305 | 46.61 | ||||
2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 9,151 | -0.46 | 2,522 | 63.87 | ||||
2025-08-11 | 13F | 科特兰山资本管理有限公司 | 6,219 | 0.83 | 1,714 | 62.62 | ||||
2025-07-30 | 13F | 信赖投资管理有限责任公司 | 71,625 | -0.18 | 19,743 | 64.35 | ||||
2025-07-30 | 13F | 德纳利顾问有限公司 | 58,151 | -1.87 | 16,029 | 61.57 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 381,801 | 5.56 | 105,243 | 73.79 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 35,136 | 13.39 | 9,685 | 86.68 | ||||
2025-08-21 | 13F | Pathway 财务顾问有限公司 | 39,418 | 0.68 | 10,865 | 65.75 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 14,690 | 112.41 | 4,049 | 249.96 | ||||
2025-08-05 | 13F | 希尔斯银行信托公司 | 1,918 | 529 | ||||||
2025-07-22 | 13F | SOL资本管理公司 | 8,619 | 53.09 | 2 | |||||
2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,665 | -7.52 | 2,824 | 12.25 | ||||
2025-06-26 | NP | FDCAX - 富达资本增值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 罗杰斯兄弟公司 | 1,310 | 0.00 | 361 | 64.84 | ||||
2025-08-27 | NP | IVINX - 常春藤全球成长基金 A 类 | 44,632 | -9.53 | 12,303 | 48.95 | ||||
2025-08-28 | NP | CNRWX - City National Rochdale 美国核心股票基金 - N 类 | 36,948 | -2.97 | 10,185 | 59.75 | ||||
2025-07-07 | 13F | 格林菲尔德储蓄银行 | 4,585 | 4.02 | 1,264 | 71.14 | ||||
2025-07-25 | NP | MFSG-MFS主动增长ETF | 5,032 | 114.49 | 1,218 | 160.81 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 42,808 | 13.38 | 11,800 | 86.68 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 47,350 | 2.44 | 13,052 | 68.65 | ||||
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 | 45,754 | 178.99 | 11,076 | 238.69 | ||||
2025-08-05 | 13F | 地标财富管理公司 | 728 | 201 | ||||||
2025-06-26 | NP | FFLG - 富达增长机会 ETF | 34,244 | 23.23 | 6,591 | 7.19 | ||||
2025-08-14 | 13F | 对称投资有限公司 | 23,067 | -22.92 | 6,358 | 26.91 | ||||
2025-08-14 | 13F | 对称投资有限公司 | Call | 20,000 | -54.55 | 5,513 | -25.16 | |||
2025-08-01 | 13F | 利普和道尔顿 | 454 | -18.05 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 37,857 | 0.00 | 10,435 | 64.64 | ||||
2025-07-22 | 13F | 维康资本管理有限公司 | 1,265 | -35.59 | 349 | 6.10 | ||||
2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 764,985 | -15.43 | 210,879 | 39.23 | ||||
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 | 236,900 | -8.67 | 65,301 | 50.36 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 291,564 | -1.09 | 80,370 | 62.84 | ||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 17,480,396 | -7.72 | 3,364,452 | -19.73 | ||||
2025-08-13 | 13F | 资本集团私人客户服务公司 | 2,161,334 | -2.69 | 595,772 | 60.21 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 19,884 | 16.55 | 5,641 | 61.42 | ||||
2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 783 | 216 | ||||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 59,221 | -19.11 | 16,324 | 135,933.33 | ||||
2025-07-25 | NP | ABPAX - AB 保守财富策略 A 级 | 9,401 | 96.96 | 2,276 | 139.22 | ||||
2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 13,035 | -12.09 | 3,593 | 44.76 | ||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | 创始人资本管理公司 | 210 | 90.91 | 58 | 216.67 | ||||
2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 13,409 | 31.64 | 3,696 | 116.77 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 122,092 | 14.25 | 29,555 | 38.68 | ||||
2025-08-08 | 13F | 安达资本管理香港有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,300 | 0.00 | 250 | -12.89 | ||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 89,325 | 1.77 | 24,622 | 67.55 | ||||
2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 135,361 | -10.92 | 37 | 48.00 | ||||
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 | 2,349 | -2.29 | 452 | -14.88 | ||||
2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 2,430 | 26.04 | 670 | 107.76 | ||||
2025-07-29 | 13F | 卢茨金融服务有限责任公司 | 1,165 | -4.43 | 321 | 57.35 | ||||
2025-07-30 | 13F | Argonautica私人财富管理公司 | 41,318 | -3.15 | 11,389 | 59.47 | ||||
2025-08-08 | 13F | 木星资产管理有限公司 | 502,643 | 51.22 | 138,554 | 148.96 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 51,534 | -19.98 | 14,205 | 31.75 | ||||
2025-07-17 | 13F | 肯塔基独立银行 | 19,211 | 2.32 | 5,296 | 68.47 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 19,017 | -1.70 | 5,242 | 61.89 | ||||
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 | 26,512 | -15.02 | 5,103 | -26.09 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 107,972 | -5.62 | 29,762 | 55.38 | ||||
2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 18,479 | -85.57 | 5,116 | -76.21 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 40,744 | 435.12 | 11,231 | 781.55 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 20,786 | 35.26 | 5,730 | 122.74 | ||||
2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 5,000 | -66.67 | 1,378 | -45.12 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 920,290 | 51.67 | 253,678 | 149.71 | ||||
2025-07-14 | 13F | 克鲁资本管理有限公司 | 10,099 | 23.78 | 2,784 | 103.73 | ||||
2025-07-22 | 13F | 财富资本合伙有限公司 | 3,006 | 5.25 | 829 | 73.22 | ||||
2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 340 | -39.29 | 94 | 0.00 | ||||
2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 287 | -97.34 | 79 | -95.62 | ||||
2025-04-22 | 13F | 威瑞丹财富有限公司 | 1,412 | 2.54 | 236 | -21.07 | ||||
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 12,572 | 10.70 | 3,466 | 82.27 | ||||
2025-08-12 | 13F | 港口咨询公司 /ma/ | 2,370 | 0.00 | 653 | 64.90 | ||||
2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 5,461 | -4.24 | 1,505 | 57.76 | ||||
2025-08-18 | 13F/A | KP管理有限公司 | 45,000 | -25.00 | 12,404 | 23.48 | ||||
2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 50,139 | 37.13 | 13,821 | 125.78 | ||||
2025-07-22 | NP | GINN - 高盛创新股票 ETF | 7,094 | -16.28 | 1,717 | 1.66 | ||||
2025-08-18 | 13F/A | KP管理有限公司 | Call | 5,000 | -50.00 | 1,378 | -17.68 | |||
2025-08-12 | 13F | 富腾金融集团有限公司 | 34,536 | -0.52 | 9,520 | 63.78 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 852,045 | -4.20 | 234,866 | 57.73 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 8,873 | 1,708 | ||||||
2025-07-30 | 13F | 基石咨询有限责任公司 | 7,095 | 1.47 | 1,956 | 39.84 | ||||
2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 21,377 | -61.41 | 4,263 | -52.52 | ||||
2025-08-14 | 13F | 蓝色资本有限公司 | 11,872 | 238.04 | 3,273 | 301.97 | ||||
2025-08-19 | 13F | 财富集团有限公司 | 4,830 | -27.24 | 1 | 0.00 | ||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 13,281 | -14.98 | 3,661 | 39.96 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 25,176 | -1.94 | 6,940 | 61.45 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 767 | -36.45 | 211 | 4.46 | ||||
2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 1,160 | 0 | ||||||
2025-07-09 | 13F | 西岸财富有限责任公司 | 3,008 | 0.17 | 829 | 65.14 | ||||
2025-08-14 | 13F | 安森基金管理有限公司 | 4,000 | 1,103 | ||||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 21,723 | 38.15 | 5,963 | 104.53 | ||||
2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 4,812 | -5.63 | 1,326 | 55.45 | ||||
2025-08-01 | 13F | 杰里科金融有限责任公司 | 28,675 | -1.04 | 7,904 | 62.94 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金(一) | 1,912 | 24.40 | 527 | 105.06 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 864,144 | 64.18 | 233,705 | 162.50 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 32,074 | 6.97 | 8,841 | 76.12 | ||||
2025-08-08 | 13F | 创意策划 | 1,081,125 | 12.40 | 298,012 | 85.05 | ||||
2025-08-01 | 13F | 施兰斯基联合公司 | 2,436 | -0.57 | 671 | 63.66 | ||||
2025-08-06 | 13F | 长期财富顾问有限责任公司 | 6,917 | -15.88 | 1,907 | 38.52 | ||||
2025-07-29 | 13F | 舒伯特公司 | 1,256 | 346 | ||||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 4,277 | -10.17 | 1,179 | 47.80 | ||||
2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,001,013 | -13.99 | 5,325,785 | 4.40 | ||||
2025-08-12 | 13F | 支点资产管理有限公司 | 23,771 | 6,552 | ||||||
2025-08-07 | 13F | 第1620章 | 2,941 | -4.70 | 811 | 56.98 | ||||
2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 7,423 | -21.27 | 1,429 | -31.54 | ||||
2025-08-14 | 13F | 多尼资产管理公司/ca | 43,978 | 0.00 | 12 | 71.43 | ||||
2025-08-29 | NP | LABAX - Loomis Sayles 战略 Alpha 基金 A 类 | 341 | -67.18 | 94 | -46.24 | ||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 8,350 | 1,607 | ||||||
2025-08-14 | 13F | Sphera基金管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 英国保诚集团 | 535,773 | 12.62 | 147,686 | 85.41 | ||||
2025-05-15 | 13F | Centiva 资本有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-27 | NP | AVL - Direxion Daily AVGO Bull 2X 股票 | 48,533 | 16.26 | 9,341 | 1.14 | ||||
2025-08-05 | 13F | 沃什伯恩资本管理公司 | 5,674 | 4.32 | 1,564 | 71.87 | ||||
2025-08-01 | 13F | CCLA投资管理有限公司 | 525,377 | 23.82 | 145 | 102.82 | ||||
2025-08-11 | 13F | 基金会财富管理有限责任公司 | 761 | 210 | ||||||
2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,071,174 | -9.78 | 295,269 | 48.53 | ||||
2025-08-14 | 13F | 金流资本管理有限公司 | 64,401 | 22.54 | 17,753 | 101.74 | ||||
2025-07-18 | 13F | Victrix 投资顾问公司 | 2,277 | 1.52 | 628 | 58.73 | ||||
2025-07-24 | 13F/A | TFR 资本有限责任公司 | 21,945 | 3.30 | 6,049 | 70.11 | ||||
2025-08-14 | 13F | LRT 资本管理有限责任公司 | 1,485 | -58.96 | 409 | -32.40 | ||||
2025-05-05 | 13F | 晨星投资服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Mmbg 投资顾问公司 | 50,431 | 12.53 | 13,903 | 85.29 | ||||
2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 793,600 | -10.61 | 218,756 | 47.17 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 539 | 12.29 | 149 | 85.00 | ||||
2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 6,155 | 12.61 | 1,697 | 85.36 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 44,329 | 12.85 | 12,219 | 85.78 | ||||
2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 22,700 | -52.71 | 6,257 | -22.14 | |||
2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 3,428 | -81.07 | 945 | -68.86 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 1,128,765 | -3.31 | 311,144 | 59.18 | ||||
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 | 244,654 | -43.10 | 47,089 | -50.50 | ||||
2025-07-29 | 13F | 财务顾问有限责任公司 | 1,590 | 0.00 | 438 | 64.66 | ||||
2025-07-22 | 13F | 沿海投资顾问公司 | 19,928 | 0.33 | 5,493 | 65.20 | ||||
2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 6,121 | -7.84 | 1,687 | 51.71 | ||||
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 | 15,566 | 16.99 | 4,291 | 92.64 | ||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 58,014 | 7.50 | 15,992 | 76.99 | ||||
2025-07-28 | 13F | Copia财富管理 | 618 | -11.97 | 170 | 45.30 | ||||
2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 25,423 | -39.44 | 7,008 | -0.31 | ||||
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 | 94,536 | 2.37 | 26,059 | 68.54 | ||||
2025-07-25 | NP | UTMAX - 目标管理配置基金 | 15,006 | -48.26 | 3,633 | -37.21 | ||||
2025-07-10 | 13F | 值得资产管理有限责任公司 | 6,494 | -53.33 | 1,790 | -23.14 | ||||
2025-07-07 | 13F | 企业银行信托公司 | 6,012 | 16.40 | 1,657 | 91.78 | ||||
2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 8,098 | 12.63 | 2 | 100.00 | ||||
2025-07-30 | NP | ARCHX - 阿切尔平衡基金 | 9,400 | 0.00 | 2,275 | 21.40 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 82,735 | 32.38 | 15,924 | 15.16 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,682 | -92.60 | 150 | 145.90 | ||||
2025-08-08 | 13F | 赫德克财富有限责任公司 | 98,613 | -1.57 | 27,183 | 62.05 | ||||
2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 3,266 | 0.00 | 900 | 64.84 | ||||
2025-07-16 | 13F | 美国国家银行 | 103,417 | -1.39 | 28,507 | 62.34 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 41,874 | 16.51 | 11,543 | 91.82 | ||||
2025-08-01 | 13F | 方面财富公司 | 5,926 | 55.82 | 1,741 | 128.05 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 6,756,882 | 1.59 | 1,862,106 | 67.20 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 131 | 36 | ||||||
2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 1,298 | 7.81 | 358 | 77.61 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 79,213 | 0.16 | 21,835 | 64.90 | ||||
2025-07-24 | 13F | 交叉员工投资公司 | 2,705 | 49.94 | 746 | 146.69 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 1,979,776 | 21.73 | 545,725 | 100.41 | ||||
2025-08-14 | 13F | 安盛公司 | 2,415,767 | 7.53 | 665,906 | 77.04 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 1,751 | -2.51 | 483 | 60.67 | ||||
2025-08-15 | 13F | 库克森财富有限责任公司 | 557 | 154 | ||||||
2025-08-06 | 13F | 福卡斯金融公司 | 900 | 248 | ||||||
2025-07-24 | 13F | 易方达基金管理(香港)有限公司 | 2,831 | 94.44 | 780 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 富达机构 AM 国际成长投资组合 1 级 | 22,612 | 38.92 | 4,352 | 20.86 | ||||
2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | MQS 管理有限责任公司 | 2,183 | 602 | ||||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 574,883 | -32.38 | 158,496 | 11.30 | ||||
2025-08-11 | 13F | YD摩尔投资有限公司 | 15,332 | 57.90 | 4,224 | 155.54 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 17,644 | 3.82 | 4,864 | 70.93 | ||||
2025-07-14 | 13F | 银色资本管理有限公司 | 379,526 | 0.35 | 104,616 | 65.20 | ||||
2025-08-08 | 13F | 帕克投资管理有限公司 | 25,835 | 0.00 | 7,121 | 64.65 | ||||
2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 10,859 | 0.00 | 2,993 | 64.63 | ||||
2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 12,961 | -18.39 | 3,573 | 34.34 | ||||
2025-07-28 | NP | NBDS - Neuberger Berman Disrupters ETF | 1,924 | -9.59 | 466 | 9.67 | ||||
2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 79,353 | 17.01 | 15,273 | 1.78 | ||||
2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 89,430 | -0.81 | 24,651 | 63.31 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 31,532 | 16.11 | 8,692 | 91.18 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 26,060 | -0.04 | 7,183 | 64.56 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多重管理国际股票投资组合 1 级 | 2,782 | -36.35 | 767 | 4.79 | ||||
2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 483,402 | -4.01 | 133,250 | 58.04 | ||||
2025-07-29 | 13F | 路边石金融管理公司 | 5,650 | -8.72 | 1,557 | 50.29 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | Luminvest 财富管理有限责任公司 | 730 | 201 | ||||||
2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 174,577 | 11.79 | 48,122 | 84.04 | ||||
2025-08-05 | 13F | EPG财富管理有限责任公司 | 12,578 | 0.86 | 3,467 | 66.04 | ||||
2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 26,886 | 24.33 | 7,411 | 104.72 | ||||
2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 27,020 | -1.69 | 7,448 | 61.88 | ||||
2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 9,609 | 9.85 | 2,649 | 80.87 | ||||
2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 5,982 | -1.56 | 1,727 | 60.65 | ||||
2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 103,117 | 8.26 | 19,847 | -5.84 | ||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 165,741 | -1.00 | 45,687 | 63.00 | ||||
2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 56,953 | -4.05 | 15,699 | 57.97 | ||||
2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 20,815 | -8.41 | 5,738 | 50.81 | ||||
2025-08-27 | NP | WASAX - 常春藤资产策略基金A类 | 52,393 | -10.94 | 14,442 | 46.62 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 6,277 | -3.56 | 1,662 | 52.53 | ||||
2025-08-18 | NP | GVEQX - 政府街股票基金 | 1,000 | 276 | ||||||
2025-08-05 | 13F | 诚信财富解决方案有限责任公司 | 2,146 | 0.19 | 592 | 65.08 | ||||
2025-07-16 | 13F | 海湾私人财富有限责任公司 | 26,761 | 13.20 | 7,377 | 86.36 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,468,977 | 16.21 | 405 | 91.47 | ||||
2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 78,890 | -1.25 | 21,746 | 62.59 | ||||
2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 26,435 | 15.22 | 7,287 | 89.69 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 10,275 | -4.50 | 2,832 | 57.25 | ||||
2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 2,753 | 75.80 | 729 | 177.86 | ||||
2025-04-10 | 13F | AMS资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 3,635 | -5.68 | 700 | -17.96 | ||||
2025-08-06 | 13F | 北美 Cetera 信托公司 | 12,625 | 0.72 | 3,480 | 65.87 | ||||
2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 243 | 0.00 | 67 | 65.00 | ||||
2025-07-24 | 13F | Edge 财务顾问有限公司 | 1,663 | 6.95 | 444 | 70.38 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 299,248 | 82,488 | ||||||
2025-07-11 | 13F | 贝尔银行 | 18,953 | 1.64 | 5,224 | 67.33 | ||||
2025-07-29 | 13F | RWQ 财务管理服务公司 | 41,360 | -23.73 | 11,401 | 25.58 | ||||
2025-07-15 | 13F | 财富效应有限公司 | 14,435 | 1.71 | 3,979 | 67.47 | ||||
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 | 26,792 | 18.57 | 6,486 | 43.92 | ||||
2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 11,532 | -4.72 | 3,179 | 56.86 | ||||
2025-08-13 | 13F | 堡垒金融解决方案有限责任公司 | 3,799 | 17.87 | 1,047 | 94.25 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 727,566 | 4.60 | 200,554 | 72.21 | ||||
2025-08-11 | 13F | 信托银行 | 57,440 | -4.76 | 15,833 | 56.81 | ||||
2025-07-24 | 13F | 范德波尔投资有限责任公司 | 2,071 | -5.22 | 571 | 56.16 | ||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | 42,408 | -6.81 | 11,690 | 53.42 | ||||
2025-08-06 | 13F | 帕拉贡资本管理公司 | 3,086 | -1.72 | 851 | 61.90 | ||||
2025-07-22 | 13F | 人民银行 | 952 | 0 | ||||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 135,542 | 157.56 | 37,362 | 324.04 | ||||
2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 5,938 | -22.84 | 1,637 | 27.02 | ||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 67,388 | -2.28 | 18,576 | 60.89 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 2,635,244 | -16.53 | 726,401 | 37.43 | ||||
2025-08-12 | 13F | 国家信托银行 | 2,765 | -2.64 | 762 | 60.42 | ||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 170,200 | -1.28 | 46,916 | 62.54 | ||||
2025-08-28 | NP | TFAFX - 战术增长配置基金 I 类 | 1,832 | 108.89 | 505 | 245.21 | ||||
2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 2,135 | 1.23 | 589 | 66.57 | ||||
2025-07-07 | 13F | 萨默塞特信托公司 | 17,167 | 4,732 | ||||||
2025-08-13 | 13F | 新斯科舍银行 | Put | 10,250 | 2,481.86 | 2,825 | 4,180.30 | |||
2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 1,528 | 1.53 | 421 | 67.06 | ||||
2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 3,262 | -6.85 | 899 | 53.41 | ||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 632,207 | -6.62 | 174,268 | 53.74 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 972,755 | -10.66 | 268,140 | 47.09 | ||||
2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 2,412 | -60.46 | 665 | -34.97 | ||||
2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 8,813,326 | -0.61 | 2,429,393 | 63.63 | ||||
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 | 22,040 | 0.00 | 6,075 | 55.81 | ||||
2025-07-24 | NP | FSELX - 半导体产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,222,562 | 19.93 | 2,232,506 | 45.57 | ||||
2025-08-12 | 13F | 维维集团有限公司 | 7,992 | -1.89 | 2,203 | 61.56 | ||||
2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 613,084 | 2.34 | 168,997 | 68.48 | ||||
2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 27,975 | -16.07 | 8 | 40.00 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 1,394,139 | 20.13 | 384,295 | 97.79 | ||||
2025-07-10 | 13F | 管理顾问有限责任公司 | 1,687 | -5.12 | 465 | 56.57 | ||||
2025-08-06 | 13F | 一家财富资本管理有限公司 | 12,802 | -0.38 | 3,529 | 64.02 | ||||
2025-08-14 | 13F | 石英合伙人有限公司 | 31,174 | -3.46 | 8,593 | 58.95 | ||||
2025-07-24 | 13F | 拉米雷斯资产管理公司 | 26,422 | 98.33 | 7,283 | 226.59 | ||||
2025-08-15 | 13F | 莫尔斯资产管理公司 | 65,188 | -2.26 | 17,969 | 60.93 | ||||
2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 63,774 | 1.89 | 12,275 | -11.37 | ||||
2025-08-12 | 13F | 量子私人财富有限责任公司 | 43,384 | 3.04 | 11,959 | 69.64 | ||||
2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 98,196 | -1.77 | 27,068 | 61.73 | ||||
2025-07-24 | 13F | 康宁公司 | 28,045 | -8.40 | 7,731 | 50.80 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 138,165 | 4.50 | 38 | 72.73 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 205,829 | 60.10 | 56,737 | 163.58 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 71,700 | -51.81 | 19,764 | -20.67 | |||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,274,868 | 248.63 | 351,417 | 473.98 | ||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 38,190 | 45.94 | 7,350 | 26.94 | ||||
2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 2,959,172 | -3.89 | 815,696 | 58.24 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 153,800 | -43.70 | 42,395 | -7.32 | |||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 20,508 | 85.85 | 5,653 | 206.06 | ||||
2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 2,335 | -7.01 | 644 | 53.10 | ||||
2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 136,300 | 8.78 | 32,994 | 32.04 | ||||
2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 23,673 | 174.69 | 6,525 | 352.50 | ||||
2025-08-05 | 13F | 韦斯特伍德财富管理 | 59,375 | -0.88 | 16,367 | 63.19 | ||||
2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 7,442 | -0.24 | 2,051 | 64.21 | ||||
2025-08-06 | 13F | 霍兰财富有限责任公司 | 47,902 | 13,204 | ||||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 9,300 | -53.27 | 2,564 | -23.06 | |||
2025-08-15 | 13F | 财富合作有限责任公司 | 708 | -6.96 | 195 | 53.54 | ||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 2,694 | -37.74 | 743 | 2.49 | ||||
2025-08-12 | 13F | 瑞穗证券有限公司 | 800 | 370.59 | 221 | 685.71 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 10,300 | -25.36 | 2,839 | 22.90 | |||
2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 5,225 | 386.95 | 1,440 | 507.59 | ||||
2025-07-22 | 13F | Eads & Heald 财富管理 | 10,605 | -7.88 | 3 | 100.00 | ||||
2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 5,393 | 4.54 | 1,487 | 72.19 | ||||
2025-07-16 | 13F | 鹰环球顾问有限公司 | 2,810 | 0.00 | 775 | 64.68 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 3,008,344 | 6.41 | 579,016 | -7.44 | ||||
2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 510 | 2.00 | 141 | 25.00 | ||||
2025-08-01 | 13F | 第一太平洋顾问有限合伙人 | 119,516 | -38.72 | 32,945 | 0.89 | ||||
2025-04-21 | 13F | 卡夫资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 约德财富管理公司 | 2,520 | 9.00 | 695 | 79.33 | ||||
2025-07-09 | 13F | 沙拉信律师事务所 | 810,926 | 31.76 | 223,532 | 116.92 | ||||
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 | 401 | 111 | ||||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 28,793 | 0.82 | 7,937 | 65.99 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 47,480 | -5.19 | 9,138 | -17.53 | ||||
2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 2,340 | 0.56 | 645 | 65.81 | ||||
2025-08-08 | 13F | 布里德山资本有限责任公司 | 23,650 | -1.89 | 6,519 | 61.52 | ||||
2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 2,560 | 100.78 | 620 | 143.70 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 590,500 | -12.36 | 163 | 44.64 | |||
2025-08-14 | 13F | 彭特沃特资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | 巴克莱银行 | 20,115,931 | 34.21 | 5,545 | 120.96 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 1,993,000 | 55.33 | 549 | 156.54 | |||
2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 2,758 | 37.42 | 760 | 126.19 | ||||
2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 20,397 | -2.97 | 5,622 | 59.76 | ||||
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 | 1,520 | 26.25 | 293 | 9.77 | ||||
2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 15,694 | -4.46 | 4,326 | 57.31 | ||||
2025-04-09 | 13F | 赛威资产管理 | 3,500 | -23.08 | 586 | -44.40 | ||||
2025-08-12 | 13F | 创始者有限公司 | 1,620 | -51.31 | 447 | -19.93 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 1,197,039 | 115.79 | 329,964 | 255.27 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 12,885 | 3,119 | ||||||
2025-08-14 | 13F | 启发信托公司,Na | 49,500 | -2.94 | 13,645 | 59.80 | ||||
2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 2,620 | 26.57 | 722 | 108.67 | ||||
2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 281,600 | -12.60 | 77,623 | 43.89 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 107,325 | 101.49 | 29,584 | 231.73 | ||||
2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,284 | -70.94 | 247 | -74.72 | ||||
2025-08-13 | 13F | 峰会财富集团有限公司 | 1,422 | 392 | ||||||
2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 2,103 | 1.30 | 580 | 66.86 | ||||
2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 信诺投资公司/新 | 45,186 | -1.82 | 12 | 71.43 | ||||
2025-08-07 | 13F | 中央信托公司 | 468,224 | -0.91 | 129,066 | 63.14 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 132,036 | -10.34 | 36,396 | 47.61 | ||||
2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 1,036 | 199 | ||||||
2025-07-15 | 13F | 传统解决方案有限责任公司 | 3,386 | 6.75 | 933 | 75.71 | ||||
2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 6,647 | -8.04 | 1,832 | 51.40 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 426,127 | 15.05 | 129,440 | 108.73 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | 119,261 | 1.76 | 32,874 | 67.54 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | Put | 5,237 | 109.98 | |||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 40,262 | 1.30 | 9,746 | 22.96 | ||||
2025-08-13 | 13F | Nbw资本有限公司 | 30,781 | 0.71 | 8,485 | 65.80 | ||||
2025-07-22 | 13F | 希尔曼公司 | 87,609 | 0.00 | 24,149 | 64.64 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 325,917 | 23.13 | 89,839 | 102.72 | ||||
2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 494,015 | -14.57 | 119,586 | 3.70 | ||||
2025-08-13 | 13F | 桑伯格投资管理公司 | 2,645,365 | -11.90 | 729,195 | -85.49 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 95,661 | -6.42 | 18,412 | -18.60 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 43,900 | 10.79 | 12,101 | 82.41 | ||||
2025-07-30 | NP | MSS 系列信托 - One Rock 基金 | 1,787 | -10.65 | 433 | 8.54 | ||||
2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 14,796 | -4.41 | 4,079 | 57.39 | ||||
2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 572 | -50.56 | 110 | -57.03 | ||||
2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 46,390 | 6.45 | 12,787 | 75.26 | ||||
2025-05-12 | 13F | 希尔特尔卡拉汉有限公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 1,824 | 33.72 | 503 | 120.18 | ||||
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 | 15,781 | 3.90 | 3,820 | 26.11 | ||||
2025-07-25 | 13F | RoundAngle 顾问有限公司 | 17,605 | -0.67 | 4,853 | 63.53 | ||||
2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 417 | 47.35 | 115 | 142.55 | ||||
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 | 99,786 | 0.00 | 19,206 | -13.02 | ||||
2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 358,875 | 36.85 | 69,073 | 19.04 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 32,925 | -50.86 | 9,076 | -19.10 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 707,139 | 11.41 | 194,923 | 83.41 | ||||
2025-07-25 | 13F | 财富建筑师有限责任公司 | 22,068 | -7.73 | 6,083 | 51.92 | ||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 2,313 | -4.38 | 638 | 57.28 | ||||
2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 91,092 | 0.00 | 25,110 | 64.64 | ||||
2025-08-12 | 13F | MWA资产管理 | 28,140 | -1.86 | 7,757 | 61.58 | ||||
2025-08-05 | 13F | 主街研究有限责任公司 | 184,625 | -30.55 | 50,892 | 14.33 | ||||
2025-08-07 | 13F | SFE投资顾问 | 60,353 | -2.28 | 16,636 | 60.87 | ||||
2025-08-14 | 13F | 戴蒙亚洲资本(新加坡)私人有限公司有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | 无畏资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 哈佛管理公司 | 192,700 | -40.10 | 53,118 | -1.38 | ||||
2025-08-22 | NP | FSRRX - 富达战略实际回报基金 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 | 791 | 108.16 | 218 | 147.73 | ||||
2025-07-21 | 13F | 塞罗斯金融有限责任公司 | 789 | 217 | ||||||
2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 19,427 | 4.18 | 5,355 | 43.50 | ||||
2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 3,000 | 0.00 | 726 | 21.40 | ||||
2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 312,100 | -15.74 | 86,030 | 38.72 | ||||
2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 16,055 | 10.64 | 4,426 | 82.17 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 2,242,711 | 9.66 | 618 | 80.70 | ||||
2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 171 | 140.85 | 47 | 327.27 | ||||
2025-07-22 | 13F | 萨顿广场投资者有限公司 | 3,845 | 25.24 | 1,060 | 106.03 | ||||
2025-08-21 | NP | SMHX-VanEck 无晶圆厂半导体 ETF | 29,111 | 3.66 | 8,024 | 70.65 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 4,483 | 6.64 | 1,218 | 69.64 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 4,189,531 | 272.83 | 1,154,844 | 513.81 | ||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 125 | 34 | ||||||
2025-08-08 | 13F | 公民金融集团公司/ri | 263,029 | 54.25 | 72,504 | 153.95 | ||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 295,901 | 10.69 | 81,565 | 82.23 | ||||
2025-08-26 | NP | EKSAX - 富国银行多元化收益基金 A 类 | 12,102 | 13.00 | 3,336 | 86.00 | ||||
2025-07-28 | 13F | 戴维森投资顾问公司 | 140,980 | 0.66 | 38,861 | 65.73 | ||||
2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT Omega 成长基金 1 级 | 10,974 | 0.00 | 3,025 | 64.62 | ||||
2025-07-29 | 13F | 公民商业银行 | 57,874 | -1.83 | 15,953 | 61.63 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 4,087 | 199.41 | 989 | 263.60 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 59,126 | 0.00 | 16,298 | 64.64 | ||||
2025-07-22 | 13F | 萨瓦信息公司 | 135,360 | 0.88 | 37,312 | 66.08 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 3,003 | -99.89 | 154 | 65.59 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 104,003 | -1.89 | 28,668 | 61.53 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 54,000 | -53.33 | 14,885 | -23.16 | |||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 119,400 | 292.76 | 32,913 | 546.73 | |||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,260,018 | -43.29 | 347,324 | -6.64 | ||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 9,140 | 0.62 | 2,520 | 65.72 | ||||
2025-08-06 | 13F | 石屋投资管理有限公司 | 20 | 6 | ||||||
2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 115,503 | 51.74 | 31,838 | 149.83 | ||||
2025-08-01 | 13F | 泰勒金融集团公司 | 847 | 233 | ||||||
2025-08-04 | 13F | 巴克财富策略有限责任公司 | 1,089 | 300 | ||||||
2025-07-21 | 13F | HT 合作伙伴有限责任公司 | 875 | 241 | ||||||
2025-07-24 | 13F | MFA财富服务 | 4,762 | 1.62 | 1,313 | 67.35 | ||||
2025-08-14 | 13F | 曼氏集团 | 2,092,188 | 55.04 | 576,712 | 155.25 | ||||
2025-08-14 | 13F | 曼氏集团 | Call | 414,900 | -2.77 | 114,367 | 60.08 | |||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 23,118 | -4.41 | 6,373 | 57.37 | ||||
2025-08-14 | 13F | 曼氏集团 | Put | 329,200 | -23.01 | 90,744 | 26.75 | |||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 168,500 | 34.48 | 46,447 | 121.41 | |||
2025-07-16 | 13F | Ascent 资本管理有限公司 | 5,210 | 3.17 | 1,436 | 69.94 | ||||
2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 36,793 | 24.42 | 10,142 | 104.83 | ||||
2025-08-01 | 13F | 枪证券公司 | 4,980 | -55.83 | 1,380 | -33.40 | ||||
2025-08-12 | 13F | Ci投资公司 | 1,806,681 | -0.21 | 498 | 64.36 | ||||
2025-08-13 | 13F | 阿尔法家族信托 | 26,550 | 0.00 | 7,319 | 64.63 | ||||
2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 26,261 | 6.29 | 7,239 | 75.00 | ||||
2025-08-28 | NP | XLSR - SPDR(R) SSGA 美国行业轮动 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 | 30,310 | 8,355 | ||||||
2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 38,686 | 0.25 | 10,664 | 65.06 | ||||
2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 24,905 | 199.99 | 6,865 | 393.88 | ||||
2025-07-29 | NP | JIAFX - 收益分配基金A类 | 304 | -85.01 | 74 | -77.88 | ||||
2025-07-18 | 13F | JVL联营公司 | 1,882 | 1.07 | 519 | 66.56 | ||||
2025-08-14 | 13F | 洞察控股集团有限责任公司 | 52,710 | 97.34 | 14,530 | 224.89 | ||||
2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 2,846 | -34.24 | 784 | 8.29 | ||||
2025-07-15 | 13F | 退休有限责任公司 | 7,907 | 49.24 | 2,180 | 143.46 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 322,697 | 8.95 | 88,951 | 79.37 | ||||
2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 1,348 | 9.50 | 326 | 33.06 | ||||
2025-08-14 | 13F | Voya 财务顾问公司 | 4,498 | -0.71 | 1,212 | 58.09 | ||||
2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 1,777 | 0.23 | 490 | 65.20 | ||||
2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,188,038 | 1.41 | 421,132 | -11.79 | ||||
2025-08-06 | 13F | 保尔森财富管理公司 | 6,378 | 9.23 | 1,758 | 79.94 | ||||
2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | ANWPX - 新视角基金A类 | 16,802,144 | -6.37 | 4,631,511 | 54.15 | ||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 16,385 | 49.57 | 4,517 | 146.24 | ||||
2025-08-13 | 13F | AMJ金融财富管理 | 38,341 | -22.13 | 10,569 | 28.21 | ||||
2025-08-15 | NP | LCAP——本金增值精选ETF | 2,563 | 41.92 | 706 | 133.77 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 299,820 | 274.91 | 82,645 | 517.26 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 305,320 | -4.14 | 84,161 | 57.82 | ||||
2025-08-25 | NP | GDGIX - Sit 全球股息增长基金 - I 类 | 17,850 | 0.00 | 4,920 | 64.66 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 7,674 | 1,181.14 | 2 | |||||
2025-06-26 | NP | GBLAX - 美国基金全球平衡基金 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,693,967 | -21.56 | 518,508 | -31.77 | ||||
2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 363,425 | 37.96 | 100,178 | 127.14 | ||||
2025-06-26 | NP | TLARX - Transamerica 大核心 R | 15,529 | 11.33 | 2,989 | -3.18 | ||||
2025-08-13 | 13F | Echo45 顾问有限责任公司 | 3,038 | -5.09 | 838 | 56.45 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 独立财富网络公司 | 2,264 | -0.26 | 624 | 64.21 | ||||
2025-07-31 | 13F | Stegent 股权顾问公司 | 3,615 | 996 | ||||||
2025-07-21 | 13F | TFG 顾问有限责任公司 | 2,150 | 6.49 | 593 | 75.15 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 222,466 | 31.62 | 61 | 117.86 | ||||
2025-07-14 | 13F | 托特金融咨询公司 | 35,377 | 1.75 | 9,752 | 67.51 | ||||
2025-08-25 | NP | SNGRX - 坐国际成长基金 | 10,250 | 0.00 | 2,825 | 64.63 | ||||
2025-08-11 | 13F | Talos 资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | STF管理有限合伙人 | 43,348 | 3.40 | 11,949 | 70.22 | ||||
2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 459,452 | -11.89 | 111,220 | 6.95 | ||||
2025-08-13 | 13F | 连接资本管理有限责任公司 | 23,283 | 80.60 | 6,418 | 197.36 | ||||
2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 10,267 | 2.41 | 2,830 | 68.65 | ||||
2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,018 | 30.14 | 5,518 | 114.25 | ||||
2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,082,171 | 1.23 | 504,031 | 22.87 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 261,272 | -0.79 | 72,020 | 63.33 | ||||
2025-06-16 | 13F | 彼得森财富管理 | 8,425 | 2.17 | 1,411 | -26.22 | ||||
2025-08-04 | 13F | 翡翠共同基金顾问信托 | 3,596 | -4.92 | 991 | 56.56 | ||||
2025-08-11 | 13F | 佳能顾问公司 | 3,672 | 0.22 | 1,012 | 65.09 | ||||
2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Call | 748,600 | 886.30 | 206,352 | 1,523.92 | |||
2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Put | 74,900 | 20,646 | |||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 34,718 | 233.35 | 9,570 | 449.05 | ||||
2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 8,638 | 394.73 | 2,381 | 715.41 | ||||
2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | 19 | -99.68 | 5 | -99.50 | ||||
2025-08-05 | 13F | 托丽有限公司 | 148,683 | 107.95 | 40,984 | 242.36 | ||||
2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 8,607 | -5.73 | 2,373 | 55.24 | ||||
2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 1,084 | 299 | ||||||
2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 31,426 | -0.08 | 8,662 | 64.52 | ||||
2025-06-27 | NP | KNCT - 景顺动态网络 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,653 | -13.29 | 2,435 | -24.57 | ||||
2025-07-22 | 13F | 人民银行/哦 | 1,959 | -7.07 | 540 | 53.41 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 4,472,481 | 2.24 | 1,232,839 | 68.32 | ||||
2025-08-06 | 13F | ZEGA 投资有限责任公司 | 2,085 | -37.37 | 575 | 3.05 | ||||
2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,123 | 7.50 | 20,122 | 30.49 | ||||
2025-08-19 | 13F | 怀俄明州 | 8,783 | -1.52 | 2,421 | 62.16 | ||||
2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 133,202 | -0.30 | 36,717 | 64.14 | ||||
2025-07-17 | 13F | 清洁收益集团 | 43,718 | -1.24 | 12,051 | 62.60 | ||||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 31,261 | 4.96 | 8,617 | 63.54 | ||||
2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 218,260 | 0.00 | 60 | 66.67 | ||||
2025-06-26 | NP | USSCX - 科技基金份额 | 124,571 | -1.65 | 23,976 | -14.45 | ||||
2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 1,284 | -1.76 | 354 | 62.39 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 42,262 | -5.24 | 11,650 | 56.01 | ||||
2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 31,824 | 12.68 | 7,704 | 36.77 | ||||
2025-07-22 | 13F | 遗产信托 | 2,220 | -1.07 | 612 | 62.93 | ||||
2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 70,138 | 3.19 | 19,334 | 69.89 | ||||
2025-07-16 | 13F | 百达银行和Cie Sa银行 | 217,172 | -19.97 | 59,863 | 31.76 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares AI 创新与科技主动型 ETF | 48,485 | 173.83 | 9,332 | 138.22 | ||||
2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,138 | -10.72 | 15,474 | 46.99 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 147,661 | 2.06 | 35,744 | 23.88 | ||||
2025-05-15 | 13F | 期权解决方案有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 亲和投资顾问有限公司 | 10,152 | -9.74 | 2,798 | 48.59 | ||||
2025-08-14 | 13F | 狂热财富合作伙伴有限责任公司 | 1,539 | 27.19 | 424 | 109.90 | ||||
2025-08-13 | 13F | JPB基金会 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 英国全球资产管理公司 | 1,418,416 | -1.74 | 390 | 61.83 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 20,275 | 12.00 | 3,902 | -2.57 | ||||
2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 19,435 | 13.16 | 4,705 | 69.03 | ||||
2025-08-13 | 13F | 咨询研究公司 | 85,046 | 16.66 | 23,443 | 92.05 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 2,217,853 | 0.32 | 611,351 | 65.16 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 69,800 | 11.55 | 19,240 | 83.66 | ||||
2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 806 | 222 | ||||||
2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 20,206 | -18.22 | 5,570 | 34.65 | ||||
2025-08-07 | 13F | 嘉德资本有限责任公司 | 255,328 | 2.20 | 70,381 | 68.25 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 2,213,453 | 7.83 | 610,138 | 77.53 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 12,454 | 18.97 | 3,433 | 95.89 | ||||
2025-08-08 | 13F | 维斯特科公司 | 115,866 | 5.51 | 32 | 72.22 | ||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 32,509 | 0.10 | 8,961 | 64.82 | ||||
2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 331,112 | -6.60 | 63,729 | -18.76 | ||||
2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 1,315,523 | -4.70 | 253,199 | -17.10 | ||||
2025-07-22 | 13F | 麦克诺顿财富管理有限责任公司 | 4,583 | -1.93 | 1,263 | 61.51 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 55,218 | -3.16 | 10,628 | -15.77 | ||||
2025-08-12 | 13F | TCTC 控股有限公司 | 2,107 | 0.00 | 581 | 64.77 | ||||
2025-04-29 | 13F | 战略蓝图有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-14 | 13F | 格里斯金融有限公司 | 7,948 | 27.27 | 2,191 | 109.57 | ||||
2025-07-30 | 13F | 财务视角公司 | 33,038 | 1.00 | 9,107 | 66.29 | ||||
2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 7,323 | -14.63 | 9,706 | 1.36 | ||||
2025-06-26 | NP | LFGCX - 阿贝特勋爵聚焦增长基金 C 类 | 11,074 | 36.48 | 2,131 | 18.72 | ||||
2025-08-05 | 13F | 昌盛财富管理有限公司 | 4,892 | 82.40 | 1,348 | 200.22 | ||||
2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 960,695 | 11.10 | 264,364 | 82.60 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 79,394 | 31.41 | 21,885 | 114.95 | ||||
2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
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 | 157,825 | 31.57 | 43,504 | 116.62 | ||||
2025-08-29 | NP | GLRBX - James Balanced:金彩虹基金零售类 | 16,803 | 0.00 | 4,632 | 64.63 | ||||
2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 2,034 | 17.03 | 561 | 93.10 | ||||
2025-08-14 | 13F | 第一基金会顾问 | 17,499 | 32.41 | 4,824 | 118.04 | ||||
2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 551,669 | 4.19 | 152,068 | 71.54 | ||||
2025-06-25 | NP | SINAX - ClearBridge 大盘价值基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 197,832 | -2.47 | 38,077 | -15.16 | ||||
2025-08-26 | NP | CRIHX - CRM 多/空机会基金机构股票 | 40,472 | 101.86 | 11,156 | 232.42 | ||||
2025-07-23 | NP | SBLGX - ClearBridge 大盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 596,159 | 144,312 | ||||||
2025-08-14 | 13F | SummitTX Capital,LP | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 翡翠顾问有限公司 | 11,121 | -4.38 | 3,066 | 57.42 | ||||
2025-08-08 | 13F | 弗朗西斯金融公司 | 2,808 | 8.71 | 774 | 79.17 | ||||
2025-08-11 | 13F | Sharpepoint 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 69,925 | 101.99 | 19,275 | 232.54 | ||||
2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 10,105 | 5.66 | 2,786 | 73.95 | ||||
2025-08-07 | 13F | 纳维利尔联合公司 | 11,851 | -0.94 | 3,267 | 36.03 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 15,532 | 12.21 | 4,281 | 84.76 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 691,990 | 20.20 | 191 | 97.92 | ||||
2025-08-05 | 13F | 第四维度财富有限责任公司 | 2,014 | 571.33 | 555 | 1,010.00 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 3,132 | -9.40 | 863 | 49.31 | ||||
2025-07-31 | 13F | BIP 联盟有限责任公司 | 2,219 | 5.62 | 612 | 74.07 | ||||
2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 43,759 | -21.94 | 12,062 | 28.52 | ||||
2025-07-09 | 13F | 韦斯特伯恩投资公司 | 912 | 251 | ||||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 1,222,158 | -0.62 | 336,888 | 63.61 | ||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 4,600,309 | -7.92 | 1,268,075 | 51.60 | ||||
2025-08-14 | 13F | 资本规划顾问有限责任公司 | 29,382 | -5.60 | 8,099 | 55.42 | ||||
2025-07-22 | 13F | 真实财富管理有限公司 | 1,621 | 4.58 | 447 | 72.20 | ||||
2025-08-08 | 13F | 改善财务策略 | 1,217 | 335 | ||||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 245,486 | 38.81 | 67,668 | 128.53 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 10,432 | 203.17 | 2,876 | 399.13 | ||||
2025-08-26 | NP | 贝莱德科技信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 356,296 | -0.31 | 98,213 | 64.13 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 2,266,288 | 15.90 | 624,702 | 90.81 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 24,186 | -16.78 | 6,667 | 36.99 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 3,634,137 | -1.20 | 1,000,471 | 62.36 | ||||
2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88,011 | 2.09 | 16,939 | -11.20 | ||||
2025-08-11 | 13F | 先锋集团公司 | 483,442,939 | 1.30 | 133,261,046 | 66.78 | ||||
2025-07-08 | 13F | 米拉博与Cie SA | 14,205 | -57.71 | 3,916 | -30.38 | ||||
2025-08-07 | 13F | 霍奇斯资本管理公司 | 23,256 | 22.10 | 6,411 | 101.00 | ||||
2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 1,884 | 11.35 | 519 | 83.39 | ||||
2025-07-21 | 13F | 老奥罗拉第二国家银行 | 57,121 | -3.11 | 15,745 | 59.51 | ||||
2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | 美国基金保险系列-资产配置基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,212,782 | -7.82 | 1,436,903 | 51.77 | ||||
2025-08-11 | 13F | 启发顾问有限责任公司 | 4,982 | 167.85 | 1,373 | 341.48 | ||||
2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 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 | 1,546 | -32.75 | 298 | -41.54 | ||||
2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 19,406 | -3.41 | 3,249 | -30.23 | ||||
2025-07-18 | 13F | 布鲁斯克咨询服务有限公司 | 752 | 207 | ||||||
2025-07-24 | NP | FBMPX - 通信服务产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | 传统金融服务有限责任公司 | 7,331 | 24.74 | 2,021 | 105.49 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 30,514 | -27.41 | 8,411 | 19.51 | ||||
2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 4,824 | -4.81 | 1,330 | 56.72 | ||||
2025-08-14 | 13F | RBF 资本有限责任公司 | 33,730 | 0.00 | 9,298 | 64.64 | ||||
2025-08-13 | 13F | 我的目的财富公司 | 1,423 | 429 | ||||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 18,984 | -6.14 | 5,233 | 54.52 | ||||
2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 895,763 | 0.00 | 216,837 | 21.38 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 20,611 | -2.50 | 5,681 | 60.53 | ||||
2025-07-21 | 13F | UG投资顾问有限公司 | 8,453 | -30.96 | 2,330 | 13.66 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 6,538,345 | -18.49 | 1,802,295 | 34.19 | ||||
2025-08-07 | 13F | 索林达资本管理有限公司 | 1,421 | 392 | ||||||
2025-07-08 | 13F | 红云杉资本有限责任公司 | 28,369 | -17.67 | 7,820 | 35.53 | ||||
2025-07-31 | 13F | TSA 财富管理有限责任公司 | 1,152 | 318 | ||||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 5,526,503 | 4.16 | 1,337,801 | 26.43 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 288,740 | 1.78 | 79,591 | 67.57 | ||||
2025-07-22 | 13F | 加速财富管理 | 6,493 | -16.72 | 1,790 | 37.09 | ||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 235,813 | -6.34 | 65,002 | 54.21 | ||||
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 | 6,734,556 | 9.05 | 1,630,234 | 32.37 | ||||
2025-08-13 | 13F | 光谷资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 429,900 | 3.34 | 118,502 | 70.14 | ||||
2025-07-17 | 13F | 汉森联合金融集团有限公司 | 5,215 | 1,405 | ||||||
2025-08-29 | NP | BBLU - EA Bridgeway 蓝筹股 ETF | 49,247 | 19.53 | 13,575 | 96.78 | ||||
2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 913 | 251 | ||||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 562,462 | -0.83 | 155,043 | 63.27 | ||||
2025-07-18 | 13F | 布朗希普利有限公司 | 2 | 1 | ||||||
2025-08-11 | 13F | 嘉民金融公司 | 1,363 | -8.83 | 376 | 50.00 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 25,240 | -34.24 | 6,957 | 8.26 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 3,876,733 | 2.87 | 1,070,201 | 69.61 | ||||
2025-05-14 | 13F | Sellwood投资合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 强大的资产管理有限责任公司 | 19,463 | 0.00 | 3,259 | 0.00 | ||||
2025-07-17 | 13F | 博斯曼财富管理有限责任公司 | 11,530 | 3,178 | ||||||
2025-08-13 | 13F | 主动财富策略有限责任公司 | 1,248 | 3.48 | 0 | |||||
2025-08-29 | NP | BDGS - Bridges Capital 战术 ETF | 4,301 | 6.72 | 1,186 | 75.82 | ||||
2025-05-15 | 13F | 基准投资顾问有限责任公司 | 32,213 | 27.38 | 5,393 | -8.00 | ||||
2025-07-09 | 13F | 石点财富管理公司 | 924 | 255 | ||||||
2025-08-14 | 13F | 盛大联盟资产管理有限公司 | 138,550 | 134.83 | 38,191 | 286.63 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 65,087 | -14.68 | 17,941 | 40.47 | ||||
2025-07-24 | 13F | 自由日解决方案有限责任公司 | 16,380 | -8.24 | 4,515 | 51.10 | ||||
2025-08-14 | 13F | 摩尔资本管理有限公司 | 35,510 | 9,788 | ||||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 836 | 18.75 | 230 | 96.58 | ||||
2025-06-26 | NP | CHAT - Roundhill 生成型人工智能与技术 ETF | 42,709 | 23.82 | 8,220 | 7.70 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 56,405 | 4.98 | 15,548 | 72.83 | ||||
2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 70,784 | 23.41 | 17,135 | 49.80 | ||||
2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 10,278 | 2.07 | 2,833 | 68.03 | ||||
2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 101,081 | 6.39 | 27,863 | 75.14 | ||||
2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 21 | -100.00 | 6 | 66.67 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 21,791 | 18.24 | 6,007 | 94.68 | ||||
2025-08-12 | 13F | 博克夫,那 | 263,820 | -2.40 | 72,722 | 60.68 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 4,048,521 | 5.35 | 779,219 | -8.36 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 109,538 | -21.87 | 30,194 | 28.64 | ||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 11,073 | 23.47 | 3,052 | 103.33 | ||||
2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 8,928 | -2.19 | 2,461 | 61.06 | ||||
2025-08-13 | 13F | Allium 财务顾问有限公司 | 5,811 | 55.62 | 1,602 | 156.16 | ||||
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 | 10,385,304 | 1.06 | 1,998,859 | -12.09 | ||||
2025-08-05 | 13F | 九点合伙人有限公司 | 6,044 | 12.03 | 1,666 | 84.50 | ||||
2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 4,293 | -8.46 | 1,183 | 50.70 | ||||
2025-08-14 | NP | DFMAX - 戴维森多股股票基金 A 类 | 16,018 | -1.57 | 4,415 | 62.08 | ||||
2025-08-13 | 13F | 阿朱那资本 | 23,965 | -4.70 | 6,606 | 56.89 | ||||
2025-06-25 | NP | 安联股票及可转换收益基金 | 37,615 | 229.38 | 7,240 | 186.58 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 58,327 | 16.19 | 16,078 | 91.30 | ||||
2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 61,725 | -36.71 | 11,880 | -44.95 | ||||
2025-06-26 | NP | AGRFX - AB成长基金A类 | 210,022 | -16.03 | 40,423 | -26.96 | ||||
2025-07-28 | 13F | 邓克街公司 | 85,075 | -1.14 | 23,451 | 62.76 | ||||
2025-06-23 | NP | EDIAX - 伊顿万斯全球收益构建基金 A 级 | 3,944 | -22.55 | 759 | -32.59 | ||||
2025-07-14 | 13F | 银行家有限责任公司 | 24,129 | 0.98 | 6,651 | 66.28 | ||||
2025-08-07 | 13F | 拉弗投资公司 | 92,327 | -13.65 | 25,450 | 42.16 | ||||
2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 2,341 | 7.48 | 645 | 77.20 | ||||
2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 4,153 | -15.28 | 1,145 | 39.51 | ||||
2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 439 | 84 | ||||||
2025-07-17 | 13F | 资本洞察合伙人有限公司 | 15,524 | 145.67 | 4,279 | 304.82 | ||||
2025-06-26 | NP | TGWRX - 泛美大型增长 R | 35,429 | -6.75 | 6,819 | -18.88 | ||||
2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 3,586,231 | -2.80 | 988,545 | 60.03 | ||||
2025-04-02 | 13F/A | 产业联盟投资管理公司 | 159 | -81.27 | 0 | -100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 22,257 | 6,135 | ||||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 3,968 | 10.81 | 764 | -3.66 | ||||
2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,285 | 0.00 | 354 | 64.65 | ||||
2025-07-18 | 13F | 哥伦比亚资产管理公司 | 55,155 | -5.20 | 15,203 | 56.09 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 162,279 | 12.87 | 39,283 | 37.00 | ||||
2025-07-10 | 13F | 安全国家银行 | 22,218 | -0.20 | 6,124 | 64.31 | ||||
2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 136,520 | -3.56 | 26,276 | -16.11 | ||||
2025-08-06 | 13F | 南州公司 | 239,591 | 1.43 | 66,043 | 66.99 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 997 | 275 | ||||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 163 | 45 | ||||||
2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 420 | -0.71 | 81 | -13.98 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 1,069 | 295 | ||||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 128,618 | -55.47 | 35,454 | -25.36 | ||||
2025-09-09 | 13F | NWF咨询服务公司 | 5,970 | 194.09 | 1,646 | 385.25 | ||||
2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 1,756 | -8.45 | 484 | 50.78 | ||||
2025-08-05 | 13F | 埃莱维斯特公司 | 4,398 | 21.66 | 1,212 | 100.33 | ||||
2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 24,319 | -7.57 | 6,704 | 52.17 | ||||
2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 93,889 | -10.99 | 18,071 | -22.58 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 52,672 | -4.26 | 14,519 | 57.63 | ||||
2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 8,310 | -0.25 | 2,291 | 64.28 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 4,078 | -17.68 | 1,124 | 35.59 | ||||
2025-08-12 | 13F | 摩根大通公司 | 94,116,458 | 3.01 | 25,943,361 | 69.60 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 3,586,100 | 78.14 | 988,508 | 193.28 | |||
2025-06-25 | NP | ALIBX - 阿尔卑斯山 |史密斯平衡机会基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 104,127 | 0.00 | 20,041 | -13.02 | ||||
2025-08-12 | 13F | 摩根大通公司 | Put | 678,200 | 6.30 | 186,946 | 75.01 | |||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 4,821 | -6.32 | 1,167 | 13.74 | ||||
2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 1,424 | 0.00 | 393 | 64.71 | ||||
2025-07-16 | 13F | 哈特福德投资管理公司 | 283,658 | -0.83 | 78,190 | 63.28 | ||||
2025-07-24 | 13F | 李氏金融公司 | 23,449 | 6.67 | 6,464 | 75.63 | ||||
2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 2,346 | 2.58 | 647 | 69.11 | ||||
2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 216 | -33.13 | 60 | 9.26 | ||||
2025-04-18 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 1,272 | -1.47 | 351 | 41.13 | ||||
2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 2,224 | -13.40 | 613 | 42.89 | ||||
2025-07-17 | 13F | 百年财富咨询有限责任公司 | 3,479 | 16.47 | 958 | 91.60 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 8,000 | 2,205 | |||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 993,431 | 22.56 | 273,839 | 101.77 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 12,553 | 6.16 | 3,460 | 74.84 | ||||
2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,266 | 43.37 | 900 | 136.22 | ||||
2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 39,530 | -11.24 | 10,896 | 46.14 | ||||
2025-06-27 | NP | GURU - 全球 X Guru 指数 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 | 2,581 | 497 | ||||||
2025-07-09 | 13F | 戈尔泽投资管理公司 | 108,742 | 19.61 | 29,975 | 96.91 | ||||
2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 3,579 | -4.51 | 987 | 57.26 | ||||
2025-07-21 | 13F | 哈德曼约翰斯顿全球顾问有限公司 | 1,200 | 0.00 | 331 | 65.00 | ||||
2025-08-13 | 13F | 格罗夫街信托有限责任公司 | 866 | 239 | ||||||
2025-08-13 | 13F | 道奇考克斯 | 21,180 | 2.47 | 5,838 | 68.73 | ||||
2025-07-24 | 13F | 布莱恩特·伍兹投资顾问有限责任公司 | 1,493 | 13.11 | 412 | 85.97 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 123,109 | 5.25 | 23,695 | -8.45 | ||||
2025-08-29 | NP | JLFSX - 全球气候行动基金 - I 类 | 611 | 55.87 | 168 | 158.46 | ||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺纳斯达克自由现金流成就 ETF | 4,715 | -14.10 | 1,141 | 4.30 | ||||
2025-07-16 | 13F | 斯蒂尔沃特资本顾问有限公司 | 217,725 | -22.16 | 60,016 | 28.16 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 50,691 | 1.99 | 13,973 | 67.91 | ||||
2025-08-12 | 13F | 维亚财富有限公司 | 2,639 | 15.14 | 727 | 89.82 | ||||
2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 2,810 | 2.82 | 541 | -10.60 | ||||
2025-07-28 | 13F | 白羊座财富管理 | 4,460 | 0.00 | 1,229 | 64.75 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | Put | 902,969 | 247,256 | |||||
2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 24,494 | 8,971.85 | 6,752 | 14,902.22 | ||||
2025-07-29 | 13F | 私人信托公司 | 48,479 | 7.21 | 13,363 | 76.53 | ||||
2025-07-21 | 13F | 语法研究公司 | 15,327 | -11.67 | 4,225 | 45.40 | ||||
2025-06-25 | NP | SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类 | 641,016 | -1.79 | 123,376 | -14.57 | ||||
2025-08-06 | 13F | 靶心投资管理有限责任公司 | 9,214 | 0.00 | 1,543 | 0.00 | ||||
2025-08-13 | 13F | 资本国际投资者 | 151,198,052 | -7.63 | 41,667,870 | 52.03 | ||||
2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 107,090 | -7.61 | 29,519 | 52.11 | ||||
2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 229,100 | 21.64 | 44,095 | 5.80 | ||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 7,999 | 16.89 | 2,205 | 92.49 | ||||
2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 799,158 | -4.59 | 220,288 | 57.08 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 17,517,106 | 0.53 | 4,828,585 | 65.50 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Put | 100 | -66.67 | 16 | -66.67 | |||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Call | 300 | -89.66 | 47 | -92.28 | |||
2025-03-26 | NP | MVSRX - Mar Vista 战略增长基金退休股票 | 5,305 | 58.03 | 1,174 | 106.15 | ||||
2025-07-08 | 13F | E. Ohman J:或资产管理公司 | 490,596 | 30.35 | 135,233 | 114.61 | ||||
2025-07-14 | 13F | 麦克马洪财务顾问有限责任公司 | 3,181 | 0.00 | 877 | 64.66 | ||||
2025-07-28 | 13F | 瑞奥斯资本工程公司 | 212,000 | 34.18 | 58 | 123.08 | ||||
2025-07-28 | 13F | 哈德森资本管理有限公司 | 26,402 | -6.82 | 7,278 | 53.43 | ||||
2025-08-12 | 13F | 富通资本管理有限公司 | Put | 469 | ||||||
2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 130,545 | -1.65 | 35,985 | 61.92 | ||||
2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 7,581 | -8.12 | 2,061 | 37.24 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 11,159 | 3,076 | ||||||
2025-07-25 | 13F | 协和财富合作伙伴 | 31,261 | -12.94 | 8,617 | 43.35 | ||||
2025-08-13 | 13F | Saiph资本有限责任公司 | 9,859 | 21.04 | 2,718 | 99.34 | ||||
2025-08-12 | 13F | 富通资本管理有限公司 | 48,590 | 6.35 | 13,394 | 75.09 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 5,785 | 242.71 | 1,595 | 13.69 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 742,750 | 2.98 | 204,791 | 69.56 | ||||
2025-08-06 | 13F | Achmea 投资管理公司 | 551,953 | 8.15 | 152 | 78.82 | ||||
2025-08-26 | NP | NOIEX - 北方收入股票基金 | 19,752 | -5.58 | 5,445 | 55.45 | ||||
2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 70,975 | -12.14 | 13,661 | -23.57 | ||||
2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,770 | -2.39 | 3,228 | -15.10 | ||||
2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,960 | -22.96 | 377 | -32.92 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 253,328 | 0.38 | 69,830 | 65.26 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 525,269 | -0.68 | 144,790 | 63.52 | ||||
2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 23,375 | 11.58 | 5,658 | 35.42 | ||||
2025-07-24 | 13F | JNBA财务顾问 | 130 | 0.00 | 36 | 66.67 | ||||
2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 1,684 | 464 | ||||||
2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 萨拉湾金融公司 | 7,573 | -4.93 | 2,087 | 54.94 | ||||
2025-08-05 | 13F | AGH 财富顾问有限公司 | 9,346 | 2.93 | 2,576 | 69.47 | ||||
2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 177,555 | 0.00 | 48,943 | 64.64 | ||||
2025-08-11 | 13F | 西太平洋银行 | 110,016 | 8.22 | 30,326 | 78.17 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 231,326 | -14.58 | 63,781 | 40.65 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 1,166,400 | -17.93 | 321,518 | 35.12 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 16,687 | -1.59 | 4,600 | 61.99 | ||||
2025-07-31 | 13F | 多兹财富有限责任公司 | 1,004 | 277 | ||||||
2025-08-05 | 13F | 直布罗陀资本管理公司 | 13,974 | 173 | ||||||
2025-08-26 | NP | QLMGOX - ClearBridge 可变积极增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,500 | -18.82 | 9,510 | 33.65 | ||||
2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 104,638 | 1.95 | 25,330 | 23.74 | ||||
2025-08-08 | 13F | 华盛顿信托公司 | 387,830 | -2.39 | 106,905 | 60.70 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 737,729 | 24.70 | 203,355 | 105.30 | ||||
2025-08-15 | 13F | 高瀑布顾问公司 | 2,900 | -1.49 | 799 | 62.40 | ||||
2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 504,100 | -7.08 | 138,955 | 52.98 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 182,135 | 2.15 | 50,206 | 68.17 | ||||
2025-08-01 | 13F | 戴维环球基金管理有限公司 | 31,947 | -20.78 | 8,806 | 30.44 | ||||
2025-07-29 | 13F | APCM 个人财富管理 | 2,302 | 635 | ||||||
2025-07-17 | 13F | 西北财富管理有限公司 | 2,175 | 15.63 | 600 | 90.76 | ||||
2025-07-29 | 13F | 福斯特莫特利公司 | 19,268 | -4.68 | 5 | 66.67 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 149,997 | 0.61 | 41,347 | 65.65 | ||||
2025-07-21 | 13F | 山顶国家银行 | 15,110 | 1.34 | 4,165 | 20.52 | ||||
2025-08-29 | NP | 多策略成长与收益基金 | 919 | -63.46 | 253 | -39.90 | ||||
2025-08-14 | 13F | 莱加托资本管理有限公司 | 39,911 | -1.29 | 11,001 | 62.52 | ||||
2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 2,656 | -0.49 | 732 | 64.13 | ||||
2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 1,269,700 | 37.53 | 349,993 | 126.43 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 4,476,173 | 1.08 | 1,233,857 | 66.42 | ||||
2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 25,539 | 12.86 | 6,182 | 37.01 | ||||
2025-08-01 | 13F | 育空财富管理有限公司 | 9,324 | 48.14 | 2,570 | 144.06 | ||||
2025-08-14 | 13F | 对称峰管理有限公司 | Call | 12,200 | 3,363 | |||||
2025-08-08 | 13F | Impax资产管理集团有限公司 | 137,726 | 26.39 | 37,964 | 108.09 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 92,494 | 6.85 | 25,496 | 75.92 | ||||
2025-07-31 | 13F | 红杰资产管理有限公司 | 12,800 | 0.00 | 3,528 | 64.63 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 26,694 | 17.13 | 7,358 | 92.87 | ||||
2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 19,850 | -9.08 | 5,472 | 20.61 | ||||
2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 2,369 | -5.43 | 653 | 46.19 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 13,630 | -2.27 | 3,757 | 60.90 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 32,711 | -29.77 | 9,017 | 15.62 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 3,877,709 | 13.32 | 1,063,501 | 91.15 | ||||
2025-04-21 | 13F | 财富管理研究所有限责任公司。 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-28 | 13F | 纳德勒金融集团公司 | 1,700 | 4.94 | 469 | 72.69 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 549,791 | 9.49 | 105,818 | -4.76 | ||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 91,794 | 1.65 | 25,303 | 67.36 | ||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 505,251 | -4.77 | 139,272 | 56.78 | ||||
2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 315,396 | -0.47 | 86,939 | 63.87 | ||||
2025-04-15 | 13F | 尊贵财富管理 PBC | 845 | 9.74 | 141 | -20.79 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 9,275 | 43.89 | 2,557 | 136.89 | ||||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 9,590 | 40.20 | 2,643 | 130.83 | ||||
2025-07-22 | 13F | 支架风险投资有限公司。 | 2,834 | 22.21 | 781 | 101.29 | ||||
2025-05-12 | 13F | Pinpoint资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 6,035 | 78.02 | 1,162 | 54.80 | ||||
2025-08-14 | 13F | 科图管理有限公司 | 5,647,507 | 58.09 | 1,556,735 | 160.28 | ||||
2025-08-05 | 13F | 财务意识顾问公司 | 3,755 | -11.48 | 1,035 | 45.77 | ||||
2025-08-13 | 13F | 大纪元投资伙伴公司 | 1,594,345 | -2.81 | 439,481 | 60.01 | ||||
2025-07-18 | 13F | 东北金融集团有限公司 | 951 | 262 | ||||||
2025-08-12 | 13F | 种子投资者有限责任公司 | 11,159 | 1.85 | 3,076 | 67.72 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 281,200 | 301.71 | 77,513 | 561.37 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 79,700 | 21,969 | |||||
2025-08-14 | 13F | 山顶控股公司 | 86,460 | -5.68 | 23,833 | 55.29 | ||||
2025-07-23 | NP | Lmp 资本与收入基金公司 | 18,892 | -68.97 | 4,573 | -62.34 | ||||
2025-08-13 | 13F | 创新者资本管理有限责任公司 | 2,109 | -3.35 | 581 | 59.18 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 79,700 | 21,969 | |||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 14,576 | 3.87 | 4,018 | 71.01 | ||||
2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 22,846 | -6.02 | 6,298 | 54.72 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 55,386 | -3.84 | 15,267 | 58.32 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 5,225 | 1,440 | ||||||
2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 9,308 | -26.62 | 2,253 | -10.91 | ||||
2025-08-14 | 13F | 基础设施资本顾问有限公司 | 13,308 | 21.16 | 3,668 | 99.46 | ||||
2025-08-14 | 13F | 咨询资本管理有限责任公司 | 1,703,320 | 0.00 | 469,520 | 64.64 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 292,494 | 7.04 | 70,804 | 29.93 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 22,659 | 1,160.93 | 6,246 | 1,981.67 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 3,144,625 | 5.57 | 866,816 | 73.81 | ||||
2025-08-06 | 13F | SP资产管理有限责任公司 | 10,772 | 1.35 | 2,969 | 66.89 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 60,722 | 0.67 | 16,738 | 65.74 | ||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 1,641,226 | 29.65 | 452,404 | 113.46 | ||||
2025-04-11 | 13F | 保障金融有限责任公司 | 1,900 | -12.20 | 318 | -36.53 | ||||
2025-07-21 | 13F | Jmac企业有限公司 | 1,100 | 303 | ||||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 50,298 | 59.84 | 13,865 | 163.17 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 31,645 | 12.73 | 8,723 | 85.57 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 221,360 | 7.11 | 61,018 | 76.34 | ||||
2025-08-14 | 13F | 新港资本集团有限责任公司 | 1,326 | 366 | ||||||
2025-08-14 | 13F | 咨询资本管理有限责任公司 | Call | 519,150 | 143,104 | |||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 26,875 | -5.19 | 5,173 | -17.53 | ||||
2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 269,182 | 7.38 | 74,200 | 76.78 | ||||
2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 889 | 245 | ||||||
2025-07-30 | 13F | 福格尔资本管理公司 | 36,157 | 0.18 | 9,967 | 64.95 | ||||
2025-07-17 | 13F | 遗产投资集团有限公司 | 1,991 | 0.00 | 549 | 64.56 | ||||
2025-08-12 | 13F | SFMG有限公司 | 17,253 | 2.11 | 4,756 | 68.08 | ||||
2025-08-13 | 13F | 特贾拉资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 151,199,104 | 2.10 | 41,678,033 | 68.10 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 24,340 | 26.23 | 6,709 | 107.84 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 11,938 | 3,291 | ||||||
2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 1,815 | 137.88 | 500 | 293.70 | ||||
2025-08-18 | 13F | 阿什福德资本管理公司 | 3,100 | 855 | ||||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 68,706 | -9.52 | 11,503 | -34.66 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 38,202 | 2.25 | 10,530 | 68.35 | ||||
2025-08-14 | 13F | 瑞银奥康纳有限公司 | 26,804 | 61.70 | 7,389 | 166.23 | ||||
2025-08-05 | 13F | 未来资产证券(美国)有限公司 | 150,388 | 50.00 | 41,454 | 146.97 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 193,070 | -27.96 | 53,220 | 18.61 | ||||
2025-05-12 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 塞尔公司 | 970 | 267 | ||||||
2025-08-13 | 13F | Wrenne 财务规划有限责任公司 | 1,844 | 1.37 | 508 | 67.11 | ||||
2025-04-25 | 13F | 华尔街金融集团有限公司 | 1,828 | 33.63 | 306 | -3.47 | ||||
2025-08-11 | 13F | 绍克投资顾问公司 | 21,153 | -0.64 | 5,831 | 63.61 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 96,421 | 58.57 | 26,578 | 88.54 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | 2,250 | -65.37 | 620 | -42.96 | ||||
2025-08-11 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 新弗农投资管理有限公司 | 11,000 | 0.00 | 3,032 | 64.69 | ||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 66,341 | -45.74 | 18,287 | -10.67 | ||||
2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 805 | 0 | ||||||
2025-07-22 | 13F | 渴望私人资本有限责任公司 | 7,617 | -13.86 | 2,100 | 41.82 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 8,118 | -35.08 | 2,238 | 6.88 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 214,937 | -1.40 | 59,247 | 62.33 | ||||
2025-08-14 | 13F | KKM 金融有限责任公司 | 8,140 | -3.04 | 2,244 | 59.64 | ||||
2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 13,842 | 17.16 | 3,816 | 92.87 | ||||
2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 2,574 | 36.05 | 495 | 18.42 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 675 | 4.17 | 186 | 72.22 | ||||
2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 1,341 | 46.40 | 370 | 141.18 | ||||
2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 161,689 | -0.49 | 44,570 | 63.83 | ||||
2025-07-23 | 13F | 海城控股私人有限公司有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 1,336,142 | -4.45 | 368,308 | 57.32 | ||||
2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 922 | -12.77 | 0 | |||||
2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,116,700 | 39.80 | 214,931 | 21.60 | ||||
2025-07-22 | 13F | 橡树山财富顾问有限公司 | 3,660 | 0.00 | 995 | 62.42 | ||||
2025-08-13 | 13F | 瑞奇财富管理有限公司 | 803 | 221 | ||||||
2025-08-12 | 13F | 恒线顾问公司 | 8,569,721 | -1.37 | 2,362,244 | 62.39 | ||||
2025-07-21 | 13F | 卡塔利娜资本集团有限责任公司 | 4,286 | -32.84 | 1,181 | 10.58 | ||||
2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 22,950 | 28.86 | 6,326 | 112.21 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 4,323 | 0.00 | 1,192 | 64.73 | ||||
2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 2,962 | 5.11 | 717 | 27.81 | ||||
2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS Capital Growth VIP A 级 | 101,900 | -3.98 | 28,089 | 58.07 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 49,298 | 6.57 | 13,589 | 75.46 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 1,065 | 294 | ||||||
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 | 179 | 17.76 | 34 | 3.03 | ||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 27,422 | -4.22 | 7,559 | 57.71 | ||||
2025-08-14 | 13F | Df Dent & Co 公司 | 1,110 | 306 | ||||||
2025-08-01 | 13F | 汽车所有者保险公司 | 2,390 | -99.63 | 659 | -95.94 | ||||
2025-08-06 | 13F | 华盛顿信托银行 | 136,119 | 11.94 | 37,521 | 84.31 | ||||
2025-07-16 | 13F | 一+一财富管理有限公司 | 3,563 | -1.25 | 982 | 62.58 | ||||
2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 12,929 | 4.00 | 3,564 | 71.22 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 144,593 | 6.24 | 39,857 | 74.90 | ||||
2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 3,470 | -1.42 | 957 | 62.31 | ||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 7 | 2 | ||||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 1,900 | 55.48 | 366 | 35.19 | ||||
2025-07-17 | 13F | 沃克资产管理有限责任公司 | 2,963 | 0.24 | 817 | 64.85 | ||||
2025-07-29 | 13F | 阿里斯顿服务集团 | 1,214 | 0.00 | 335 | 64.53 | ||||
2025-08-14 | 13F | Navigoe 有限责任公司 | 20 | 0.00 | 0 | |||||
2025-04-29 | 13F | Pure Portfolios Holdings Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | VCSTX - 科学技术基金 | 694,702 | -2.24 | 168,167 | 18.66 | ||||
2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,701,637 | 3.85 | 411,915 | 26.06 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 275,630 | -0.77 | 75,977 | 63.37 | ||||
2025-08-14 | 13F | 图里姆 21 投资有限公司。 | 940 | 0.00 | 259 | 64.97 | ||||
2025-08-18 | NP | 科图创新战略基金 | 89,903 | 24,782 | ||||||
2025-08-05 | 13F | 未来资产证券(美国)有限公司 | Put | 150,000 | 50.00 | 41,348 | 146.95 | |||
2025-08-05 | 13F | 弗林·齐托资本管理有限公司 | 5,163 | 34.03 | 1,423 | 120.96 | ||||
2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 2,327 | 13.85 | 641 | 87.43 | ||||
2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 390,948 | -10.32 | 107,765 | 47.65 | ||||
2025-07-22 | 13F | 提升资本顾问有限责任公司 | 1,326 | -10.16 | 365 | 47.77 | ||||
2025-06-26 | NP | HGOAX - 哈特福德成长机会基金 A 类 | 1,366,394 | 0.00 | 262,990 | -13.02 | ||||
2025-07-14 | 13F | 农民信托公司 | 1,927 | -3.89 | 531 | 58.51 | ||||
2025-07-30 | 13F | 圣约翰投资管理有限公司 | 10 | 0.00 | 3 | 100.00 | ||||
2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND 投资者份额 | 9,090 | 0.00 | 2,200 | 21.41 | ||||
2025-08-07 | 13F | 温思罗普资本管理有限公司 | 4 | 0.00 | 0 | |||||
2025-07-17 | 13F | 蒂尔伍德资产管理公司 | 16,093 | -3.45 | 4 | 100.00 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 51,207 | 6.55 | 14,115 | 75.43 | ||||
2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 10,205 | 88.81 | 2,813 | 211.17 | ||||
2025-07-16 | 13F | 西科资本有限责任公司 | 31,545 | 2.78 | 8,695 | 69.23 | ||||
2025-07-28 | 13F | Sagace财富管理有限责任公司 | 2,425 | -6.69 | 668 | 53.56 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 991,973 | 0.00 | 273,437 | 64.64 | ||||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 潘多拉财富公司 | 1,942 | 0.62 | 535 | 65.63 | ||||
2025-05-20 | 13F/A | 柯罗尼集团有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 322,908 | -14.52 | 89,010 | 40.73 | ||||
2025-05-14 | 13F | 蒙特利私人财富公司 | 2,780 | 1.76 | 465 | -26.54 | ||||
2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 2,492 | -4.63 | 687 | 57.21 | ||||
2025-08-07 | 13F | 全景投资顾问有限公司 | 1,847 | -16.01 | 509 | 38.32 | ||||
2025-04-09 | 13F | 哈丁资本合伙有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 90,889 | 7.36 | 25,054 | 27.65 | ||||
2025-08-13 | 13F | 鼎石金融集团 | 7,495 | -1.08 | 2,066 | 62.85 | ||||
2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 55,660,231 | -2.38 | 15,342,743 | 60.71 | ||||
2025-08-06 | 13F | 蓝色投资伙伴有限责任公司 | 3,110 | 0.00 | 857 | 64.81 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 5,919 | 11.85 | 1,632 | 84.09 | ||||
2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 380,796 | -0.92 | 73,292 | -13.82 | ||||
2025-07-24 | 13F | LMCG 投资有限公司 | 35,604 | -4.93 | 9,814 | 56.52 | ||||
2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 25,564 | -10.82 | 7,047 | 46.82 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 1,567,258 | 33.29 | 432,033 | 119.46 | ||||
2025-08-13 | 13F | 丹卡金融 | 170,900 | 33.30 | 47,109 | 119.46 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | Call | 100 | 0.00 | 10 | -37.50 | |||
2025-08-18 | 13F | 狡猾的资本合伙人,有限合伙人 | 24,151 | 0.00 | 7 | 50.00 | ||||
2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 949 | 94.07 | 183 | 68.52 | ||||
2025-08-08 | 13F | Gts 证券有限公司 | 61,399 | -19.40 | 16,925 | 32.70 | ||||
2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 82 | 23 | ||||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 24,683 | 827.93 | 6,804 | 129.13 | ||||
2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 170 | 0.00 | 47 | 64.29 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 76,422 | -0.17 | 21,066 | 64.36 | ||||
2025-08-25 | NP | 美国基金保险系列-全球成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 948,982 | 2.14 | 261,587 | 68.16 | ||||
2025-06-26 | NP | KCGIX - 哥伦布骑士大盘成长基金 I 股 | 35,125 | -1.81 | 6,761 | -14.59 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | Call | 358 | ||||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 12,424 | 22.09 | 3,425 | 101.06 | ||||
2025-08-04 | 13F | AMG 国家信托银行 | 20,901 | 4.29 | 5,761 | 71.71 | ||||
2025-08-27 | NP | TSEL - Touchstone Sands Capital 美国精选成长型 ETF | 10,283 | 27.63 | 2,835 | 110.24 | ||||
2025-07-31 | 13F | 达顿财富集团公司 | 19,259 | -0.96 | 5,309 | 63.07 | ||||
2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 10,164,288 | -0.09 | 2,801,786 | 64.49 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 1,005 | 23.77 | 277 | 105.19 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 16,669 | 5.15 | 4,595 | 73.10 | ||||
2025-07-25 | NP | AIPI - REX AI 股票溢价收益 ETF | 40,527 | 1.40 | 9,810 | 23.09 | ||||
2025-07-24 | NP | FAGAX - 富达顾问成长机会基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,547,800 | -11.45 | 1,100,886 | 7.48 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 安比银行 | 3,401 | 50.49 | 937 | 147.88 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 276,365 | 28.72 | 76,180 | 111.92 | ||||
2025-08-08 | 13F | 赫多克公司 | 2,117 | -14.67 | 584 | 40.48 | ||||
2025-07-29 | 13F | 基础有限公司 | 111,349 | 1.29 | 30,694 | 66.76 | ||||
2025-07-11 | 13F | 弗吉尼亚信托公司/va | 230,026 | -1.41 | 63,407 | 62.32 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 16,014 | -52.68 | 4,414 | -22.10 | ||||
2025-08-18 | 13F | 泰勒-斯通财富管理 | 2,439 | -12.08 | 672 | 44.83 | ||||
2025-07-21 | 13F | 河景信托公司 | 4,370 | -44.63 | 1,205 | -8.86 | ||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 96,331 | -0.56 | 26,554 | 63.71 | ||||
2025-06-30 | NP | VWNDX - 先锋温莎基金投资者股票 | 835,307 | 76.10 | 160,772 | 53.18 | ||||
2025-07-14 | 13F | 加州遗产资本集团有限公司 | 3,954 | -4.01 | 1,090 | 58.06 | ||||
2025-07-15 | 13F | 家庭投资中心有限公司 | 1,654 | 456 | ||||||
2025-07-28 | NP | LBAY - 棱皮龟多/空另类收益 ETF | Short | -1,650 | -399 | |||||
2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 11,600 | 0.00 | 2,233 | -13.02 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 3,841 | 4.32 | 1,059 | 71.75 | ||||
2025-08-14 | 13F | 离子资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 1,177,187 | -5.18 | 324,492 | 56.11 | ||||
2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 三井住友信托控股公司 | 11,945,434 | 2.20 | 3,292,759 | 68.27 | ||||
2025-07-17 | 13F | 奥弗布鲁克管理公司 | 106,800 | 10.98 | 29,439 | 82.71 | ||||
2025-08-28 | NP | 景顺Qqq信托,系列1 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 | 65,218,155 | 0.50 | 17,977,384 | 65.45 | ||||
2025-08-18 | 13F | 布里克和凯尔合伙人 | 23,756 | 0.01 | 6 | 100.00 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 22,114 | -1.25 | 6,096 | 62.58 | ||||
2025-06-27 | NP | TWSMX - 战略配置:中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,196 | -5.17 | 1,000 | -17.49 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 6,970 | 0.00 | 1,921 | 64.75 | ||||
2025-08-15 | 13F | 蒙塔格考德威尔有限公司 | 1,490 | 0.00 | 411 | 64.66 | ||||
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 | 2,687,150 | 0.76 | 650,478 | 22.30 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 411,681 | -0.83 | 113,480 | 63.27 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 5,266 | 9.25 | 1,452 | 79.80 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 35,350 | -4.42 | 9,744 | 57.36 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 53,907 | 10.49 | 14,859 | 81.92 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 55,702 | 24.50 | 10,721 | 8.29 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 90,506 | 18.43 | 24,948 | 40.80 | ||||
2025-08-20 | NP | 安科拉信托 - 安科拉股息价值股票基金 I 类 | 10,929 | -10.58 | 3,013 | 47.21 | ||||
2025-08-26 | NP | CRMEX - CRM All Cap Value 基金投资者股票 | 4,213 | 33.75 | 1,161 | 120.30 | ||||
2025-08-13 | 13F | 福拉资本有限责任公司 | 58,707 | 38.77 | 16,183 | 128.46 | ||||
2025-07-09 | 13F | 米拉多资本合伙公司 | 14,266 | -8.25 | 3,932 | 51.06 | ||||
2025-08-01 | 13F | 梧桐资产管理公司 | 104,183 | 0.00 | 19 | 0.00 | ||||
2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 35,300 | 0.00 | 9,730 | 64.64 | ||||
2025-08-15 | 13F | 44 财富管理有限公司 | 10,473 | 2.92 | 2,887 | 69.47 | ||||
2025-07-21 | 13F | 富通资本顾问有限公司 | 7,553 | -14.58 | 2,082 | 40.61 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 154,962 | 30.29 | 42,715 | 114.51 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 59,100 | -69.25 | 16,291 | -49.38 | |||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 352,700 | -52.33 | 97,222 | -21.52 | |||
2025-08-11 | 13F | 无畏财务规划集团有限责任公司 | 5,970 | 0.00 | 1,646 | 64.66 | ||||
2025-07-30 | 13F | 克鲁恩及合伙人有限公司 | 1,419 | -1.05 | 391 | 62.92 | ||||
2025-06-26 | NP | FEPI - REX FANG 与创新股票溢价收入 ETF | 150,503 | 12.68 | 28,967 | -1.98 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 1,064 | 0 | ||||||
2025-05-07 | 13F | 费曼集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 281,647 | 6.67 | 54,209 | -7.22 | ||||
2025-07-15 | 13F | 博伊德财富管理有限责任公司 | 861 | 237 | ||||||
2025-08-14 | 13F | 农林中金银行 | 336,988 | 6.54 | 92,891 | 75.41 | ||||
2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 17,301 | -2.92 | 4,769 | 39.04 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Franklin 股息和收入管理风险投资组合 II 类股票 | 19,539 | -2.72 | 5,386 | 60.17 | ||||
2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 2,292 | 1.73 | 632 | 67.37 | ||||
2025-08-25 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 181,020 | 93.36 | 49,898 | 218.35 | ||||
2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 21,147 | -4.73 | 5,829 | 56.86 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 72,136 | 53.80 | 19,884 | 153.23 | ||||
2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 5,344 | 3.37 | 1,473 | 70.29 | ||||
2025-08-14 | 13F | Sagard 控股管理公司 | 280 | 77 | ||||||
2025-06-27 | NP | SOXY - YieldMax(TM) Target 12(TM) 半导体期权收入 ETF | 3,182 | 482.78 | 612 | 410.00 | ||||
2025-06-26 | NP | ATVPX - Alger 35 基金 P 类 | 6,353 | 27.88 | 1,223 | 11.19 | ||||
2025-08-28 | NP | AIVC-扩大全球云技术ETF | 2,959 | 21.92 | 816 | 100.74 | ||||
2025-07-22 | 13F | 格莱姆斯公司 | 76,188 | -9.59 | 21,001 | 48.85 | ||||
2025-08-14 | 13F | Sphera 管理科技基金有限公司 | 19,850 | -9.77 | 5,472 | 48.55 | ||||
2025-08-27 | NP | 自由全明星股票基金 | 69,604 | 0.00 | 19,186 | 64.64 | ||||
2025-08-14 | 13F | Xponance公司 | 1,204,799 | 2.69 | 332,103 | 69.07 | ||||
2025-07-30 | 13F | 黑钻石金融有限责任公司 | 977 | 269 | ||||||
2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 12,432 | -9.63 | 3 | 50.00 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 58,499 | 1.81 | 16,125 | 67.62 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3,822 | -5.16 | 1,054 | 56.23 | ||||
2025-08-14 | 13F | 布拉格金融顾问公司 | 130,926 | -5.84 | 36,090 | 55.03 | ||||
2025-08-26 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 60,940 | 3.07 | 16,798 | 69.71 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类 | 34,041 | -7.97 | 9,383 | 51.51 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 3,838,173 | 6.70 | 1,057,729 | 75.60 | ||||
2025-07-31 | 13F | BIP 财富有限责任公司 | 6,495 | 2.85 | 1,790 | 69.35 | ||||
2025-08-14 | 13F | 采石场LP | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 伊顿金融控股有限公司 | 15,805 | 4,357 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 95,432 | 36.27 | 26,306 | 124.35 | ||||
2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,893 | 0.72 | 9,657 | 22.26 | ||||
2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 130,429 | -21.96 | 35,953 | -7.22 | ||||
2025-06-27 | NP | PCLVX - PACE 大型公司价值股权投资 P 类 | 51,348 | 9,883 | ||||||
2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 118,315 | 11.29 | 32,614 | 83.22 | ||||
2025-04-10 | 13F | Presilium 私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 4,171 | 12.73 | 1,150 | 85.62 | ||||
2025-08-26 | NP | Ivy可变保险组合-Ivy VIP科技II级 | 127,618 | -17.71 | 35,178 | 35.48 | ||||
2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 12,942 | -2.76 | 2,167 | -29.79 | ||||
2025-07-09 | 13F | 索耶公司 | 94 | 62.07 | 0 | |||||
2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 6,585 | 49.90 | 1,815 | 146.94 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 1,406,927 | -0.09 | 387,819 | 64.50 | ||||
2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 24,380 | -1.80 | 6,720 | 61.69 | ||||
2025-08-20 | 13F | 肯塔基州退休系统 | 294,824 | -6.15 | 81,268 | 54.51 | ||||
2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 7,601 | -11.52 | 2,095 | 45.69 | ||||
2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 59,867 | 1,105.05 | 13,247 | 105.08 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 财富信托公理有限责任公司 | 807 | 222 | ||||||
2025-08-05 | NP | HNASX - 成长基金 | 55,061 | 8.49 | 15,178 | 78.62 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 2,678,651 | -12.00 | 738,370 | 44.88 | ||||
2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 25,801 | -5.59 | 6,246 | 14.59 | ||||
2025-08-14 | 13F | 缓存顾问有限责任公司 | 97,896 | 0.00 | 26,985 | 64.64 | ||||
2025-08-07 | 13F | 卫报合伙公司 | 7,350 | -1.34 | 2,043 | 55.05 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 5,981 | -86.00 | 1,649 | -76.96 | ||||
2025-07-16 | 13F | 财富财务顾问有限责任公司 | 3,106 | 0.00 | 856 | 64.62 | ||||
2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 1,656,920 | -3.57 | 456,730 | 58.76 | ||||
2025-08-14 | NP | MONTX - 莫内塔基金 | 6,000 | 20.00 | 1,654 | 97.49 | ||||
2025-08-04 | 13F | 资产标记公司 | 1,703,487 | 2.37 | 469,566 | 68.54 | ||||
2025-07-11 | 13F | 卢茨和格林利集团公司 | 3,405 | 1.31 | 939 | 66.90 | ||||
2025-07-17 | 13F | GraniteShares 顾问有限责任公司 | 12,961 | -18.39 | 3,573 | 34.34 | ||||
2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 177,770 | -3.78 | 34,215 | -16.30 | ||||
2025-08-05 | 13F | 新泽西州补充年金集体信托 | 24,400 | 0.00 | 6,726 | 64.63 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 2,772,201 | -1.03 | 733,913 | 55.49 | ||||
2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 5,636 | 109.05 | 1,554 | 244.35 | ||||
2025-08-12 | 13F | 蓝图投资伙伴有限责任公司 | 15,115 | -23.44 | 4,166 | 26.05 | ||||
2025-07-22 | 13F | MGO 私人财富有限责任公司 | 792 | 218 | ||||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | Call | 3,300 | 32.00 | 553 | -4.66 | |||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 1,394,151 | -2.38 | 384,298 | 60.73 | ||||
2025-08-12 | 13F | 库珀/海姆斯顾问有限公司 | 1,314 | 362 | ||||||
2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 67,801 | -8.81 | 18,689 | 50.14 | ||||
2025-08-08 | 13F | IMA 财富公司 | 10,064 | 7.88 | 2,774 | 77.71 | ||||
2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 28,430 | -0.17 | 7,837 | 64.38 | ||||
2025-08-14 | 13F | 阿博特财务管理公司 | 4,661 | -1.04 | 1,285 | 62.94 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 530,401 | 102,086 | ||||||
2025-07-14 | 13F | 切里代尔财富管理有限公司 | 3,754 | -2.59 | 1,035 | 60.31 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 2,967 | 2.70 | 818 | 69.15 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 358,619 | 0.61 | 98,853 | 65.64 | ||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 8,725 | 9.71 | 2,405 | 80.69 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 21,537 | -6.83 | 4,145 | -18.95 | ||||
2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 69,221 | 13.49 | 19,081 | 86.84 | ||||
2025-05-15 | 13F | Atreides 管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 库曼建筑事务所 | 727 | 200 | ||||||
2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 4,478 | -3.70 | 1,234 | 58.61 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 4,971 | 1,370 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 59,352 | -4.54 | 16,360 | 57.17 | ||||
2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 218,318 | -19.36 | 60,179 | 32.76 | ||||
2025-06-26 | NP | FLVCX - 富达杠杆公司股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 292,000 | 0.00 | 56,201 | -13.02 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A4 系列 | 4,202 | -5.23 | 1,158 | 56.06 | ||||
2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 68,350 | -0.80 | 18,841 | 63.33 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 39,154,729 | -1.41 | 10,793,001 | 62.32 | ||||
2025-08-14 | 13F | 彭宁顿合伙公司 | 1,175 | -23.95 | 324 | 25.19 | ||||
2025-08-26 | NP | PGWAX - AllianzGI 重点增长基金 A | 208,960 | 0.92 | 57,600 | 66.15 | ||||
2025-07-11 | 13F | 国际私人财富顾问有限公司 | 1,408 | 6.91 | 388 | 76.36 | ||||
2025-07-22 | 13F | 戴维森卡恩资本管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | 朗维尤金融顾问有限公司 | 250 | 0.00 | 69 | 65.85 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 6,038 | 18.18 | 1,011 | -14.70 | ||||
2025-07-03 | 13F | 阿维斯特投资公司 | 5,311 | 1,464 | ||||||
2025-08-08 | 13F | Geode资本管理有限公司 | 108,610,718 | 2.09 | 29,827,649 | 67.89 | ||||
2025-08-07 | 13F | 辛辛那提保险公司 | 342,500 | 0.00 | 94,410 | 64.64 | ||||
2025-08-18 | 13F | 老北州信托有限责任公司 | 3,239 | 8.22 | 1 | |||||
2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - 贝莱德事件驱动股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 101,684 | 24,615 | ||||||
2025-08-13 | 13F | Pinpoint Asset Management(新加坡)私人有限公司 | 10,989 | 3,029 | ||||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 871 | 240 | ||||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 144,923 | 248.90 | 39,948 | 474.46 | ||||
2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 5,356 | -2.26 | 1,476 | 60.96 | ||||
2025-08-01 | 13F | 丽城贸易有限责任公司 | 216,437 | 73.68 | 59,661 | 185.95 | ||||
2025-08-01 | 13F | 丽城贸易有限责任公司 | Call | 1,263,700 | 109.15 | 348,339 | 244.34 | |||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 92,969 | -4.03 | 25,627 | 58.00 | ||||
2025-08-01 | 13F | 丽城贸易有限责任公司 | Put | 1,398,300 | 33.72 | 385,441 | 120.15 | |||
2025-07-17 | 13F | 第一乡村银行 /CT/ | 11,684 | -3.18 | 3,221 | 59.41 | ||||
2025-08-28 | NP | SOXX - iShares PHLX 半导体 ETF | 3,819,366 | -20.57 | 1,052,808 | 30.76 | ||||
2025-07-15 | 13F | Hidden Cove 财富管理有限责任公司 | 4,191 | 26.50 | 1,155 | 108.48 | ||||
2025-08-14 | 13F | 马克资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 西港资产管理公司 | 1,312 | 0.00 | 362 | 64.84 | ||||
2025-03-18 | 13F | 托马资本管理有限公司 | 2,343 | 543 | ||||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 69,308 | -0.73 | 11,604 | -28.30 | ||||
2025-08-13 | 13F/A | DLD资产管理有限合伙人 | Call | 900 | 248 | |||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 8,352 | 8.00 | 2,302 | 77.90 | ||||
2025-08-01 | 13F | 奥斯曼资本公司 | 23,064 | -0.92 | 6,358 | 63.13 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 44,250 | 105.43 | 12,197 | 238.24 | ||||
2025-07-25 | 13F | 吉布森资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F/A | DLD资产管理有限合伙人 | Put | 900 | 248 | |||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 1,906 | -10.26 | 525 | 47.89 | ||||
2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 79 | 0.00 | 22 | 61.54 | ||||
2025-08-28 | NP | Amplify ETF 信托 - Amplify 网络安全 ETF | 705,463 | -20.67 | 194,461 | 30.60 | ||||
2025-07-30 | 13F | 生命财富投资有限公司 | 5,867 | 16.29 | 1,617 | 91.59 | ||||
2025-09-08 | 13F | 另类投资顾问有限责任公司。 | 2,411 | -3.60 | 664 | 58.85 | ||||
2025-07-25 | 13F | Lodestar私人资产管理有限公司 | 1,460 | 3.18 | 402 | 70.34 | ||||
2025-08-05 | 13F | 阿耳忒弥斯财富顾问有限责任公司 | 25,500 | 7,029 | ||||||
2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 8,332 | -6.57 | 2,297 | 53.78 | ||||
2025-08-13 | 13F | 海维信基金 | 235,745 | -2.17 | 64,983 | 61.07 | ||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 272 | -97.95 | 75 | -96.68 | ||||
2025-08-12 | 13F | DCF顾问有限责任公司 | 6,375 | 27.50 | 1,757 | 109.92 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 1,151 | -39.80 | 317 | -0.94 | ||||
2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 8,613 | -6.40 | 2,085 | 13.57 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 34,117 | 2.83 | 9,404 | 69.32 | ||||
2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 11,317 | -2.37 | 3,120 | 60.77 | ||||
2025-08-14 | 13F | 沃特斯帕克森有限公司 | 2,921 | -2.01 | 805 | 61.32 | ||||
2025-08-12 | 13F | Pfc 资本集团公司 | 4,072 | -2.79 | 1 | |||||
2025-07-25 | 13F | Gordian 顾问有限责任公司 | 795 | 219 | ||||||
2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 1,852 | 20.03 | 511 | 97.67 | ||||
2025-08-05 | 13F | 联邦退休投资有限责任公司 | 65,412 | -23.41 | 18,031 | 26.09 | ||||
2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 13,705 | 2.24 | 3,778 | 68.32 | ||||
2025-07-21 | 13F | 菲莱克申管理有限公司 | 1,000 | 276 | ||||||
2025-08-13 | 13F | 米格资本有限责任公司 | 11,533 | 212.55 | 3,179 | 415.24 | ||||
2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 5,060 | -5.42 | 1,395 | 55.75 | ||||
2025-08-13 | 13F | 卡罗尔投资公司 | 793 | 219 | ||||||
2025-08-14 | 13F | 极地资本控股有限公司 | 3,016,946 | 27.19 | 831,621 | 109.41 | ||||
2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 1,300 | 15.04 | 250 | 0.00 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 3,305,382 | 0.04 | 911,129 | 64.70 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 12,374,445 | -0.31 | 3,411,016 | 64.13 | ||||
2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 240,604 | 7.72 | 66,322 | 77.35 | ||||
2025-07-03 | 13F | 三一财务顾问有限责任公司 | 11,271 | 3,107 | ||||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 219,389 | -0.70 | 42,226 | -13.62 | ||||
2025-07-17 | 13F | 坎皮恩资产管理有限公司 | 2,950 | 0.00 | 813 | 64.91 | ||||
2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 6,141 | -12.72 | 1,693 | 43.63 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 98,109 | 9.93 | 27,044 | 80.97 | ||||
2025-07-28 | 13F | 码头街资产管理公司 | 73,576 | 0.38 | 20,281 | 65.28 | ||||
2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 280,755 | 34.99 | 54,037 | 17.42 | ||||
2025-06-27 | NP | CHPY - YieldMax(TM) 半导体投资组合期权收益ETF | 2,178 | 419 | ||||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 25,667 | -31.56 | 7,075 | 12.70 | ||||
2025-06-26 | NP | 克拉夫全球机会基金 | 30,788 | 26.76 | 5,926 | 10.25 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 15,977 | -0.37 | 4,404 | 64.08 | ||||
2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 2,402 | -8.32 | 662 | 51.14 | ||||
2025-08-14 | 13F | 态势感知LP | 1,191,606 | 70.23 | 328,466 | 180.26 | ||||
2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 597,596 | -14.45 | 164,727 | 40.85 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 33,876 | 45.42 | 5,672 | 5.02 | ||||
2025-06-13 | NP | 阿尔派全球动态股息基金 | 41,060 | 0.00 | 7,903 | -13.02 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 31,700 | -88.76 | 8,738 | -81.50 | |||
2025-08-14 | 13F | 松港财富管理有限责任公司 | 913 | 252 | ||||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 16,420 | -9.88 | 456 | 83.87 | ||||
2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 2,299 | -8.48 | 634 | 50.71 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 166,516 | -48.88 | 45,900 | -15.84 | ||||
2025-08-14 | 13F | 隆奥资产管理(欧洲)有限公司 | 113,725 | 31,348 | ||||||
2025-07-16 | 13F | 多元化企业有限责任公司 | 7,744 | -8.60 | 2,135 | 50.49 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 139,386 | -2.82 | 38,422 | 60.00 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 7,019,513 | 1.08 | 1,934,929 | 66.41 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 42,732 | -1.91 | 7,154 | -1.92 | ||||
2025-08-08 | 13F | Abc 套利 Sa | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 北橡树财富管理公司 | 34,773 | -0.95 | 9,585 | 63.09 | ||||
2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 181,801 | -0.69 | 50,113 | 63.51 | ||||
2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金:A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 309,100 | 39.05 | 85,203 | 128.92 | ||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 9,735 | -0.55 | 3 | 100.00 | ||||
2025-07-22 | 13F | 全球资产咨询有限责任公司 | 2,284 | -65.44 | 605 | -46.26 | ||||
2025-07-09 | 13F | GSG 顾问有限责任公司 | 5,410 | 11.80 | 1,491 | 66.59 | ||||
2025-04-23 | 13F | SFG 财富管理有限责任公司。 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 信托资产管理有限责任公司 | 53,767 | 0.00 | 14,821 | 64.63 | ||||
2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,024,327 | 52.02 | 197,152 | 32.24 | ||||
2025-08-28 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 13,806 | 141.36 | 3,806 | 297.60 | ||||
2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 13,093 | 69.77 | 3,609 | 179.47 | ||||
2025-07-28 | 13F | 切萨皮克财富管理 | 14,070 | -7.95 | 3,878 | 51.54 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 524,265 | -8.13 | 144,514 | 51.26 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 3,789,877 | 17.51 | 1,044,680 | 93.47 | ||||
2025-07-15 | 13F | 统一投资管理 | 1,822 | 0.00 | 502 | 64.59 | ||||
2025-07-21 | 13F/A | 算盘规划集团有限公司 | 3,272 | -8.81 | 902 | 50.17 | ||||
2025-07-29 | 13F | 西姆斯投资管理有限公司 | 929 | 256 | ||||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 13,894 | 34.78 | 3,830 | 121.84 | ||||
2025-06-26 | NP | SGIDX - Steward Global 股票收益基金 A 类 | 43,819 | 5.15 | 8,434 | -8.55 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 112 | 31 | ||||||
2025-08-15 | NP | BLYAX - American Beacon Bridgeway 大盘成长基金 A 类 | 7,290 | -42.14 | 2,009 | -4.74 | ||||
2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 23,996 | 3.56 | 4,619 | -9.93 | ||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 33,135 | -1.55 | 9,134 | 62.08 | ||||
2025-08-01 | 13F | FSA 顾问公司 | 1,285 | -0.85 | 354 | 63.89 | ||||
2025-04-23 | 13F | 南方资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 9,606 | 15.94 | 2,648 | 90.84 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 2,035,381 | 64.82 | 561,053 | 171.35 | ||||
2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 81,636 | 114.83 | 22,503 | 253.69 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 941 | 0.53 | 284 | 80.25 | ||||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 75,627 | -4.06 | 20,847 | 57.95 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 76,032 | 3.77 | 20,958 | 70.85 | ||||
2025-08-22 | NP | 哥伦比亚塞利格曼优质技术增长基金公司 | 117,632 | -14.78 | 32,426 | 40.31 | ||||
2025-07-21 | 13F | 巴雷特公司 | 133 | 0.00 | 37 | 63.64 | ||||
2025-08-26 | NP | EHLS - 均势多空 ETF | 1,262 | 348 | ||||||
2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 3,390 | 33.36 | 935 | 119.76 | ||||
2025-08-11 | 13F | 领头羊顾问有限责任公司 | 49,674 | -24.06 | 13,693 | 25.03 | ||||
2025-08-22 | NP | COMAX - DWS通讯基金A类 | 10,714 | -52.98 | 2,953 | -22.60 | ||||
2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 8,583 | 0.00 | 2,366 | 64.58 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 714,781 | 3.19 | 197,031 | 69.89 | ||||
2025-08-14 | 13F | 戴维森·肯普纳资本管理公司 | 75,000 | -40.00 | 20,674 | -1.22 | ||||
2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,110 | 582 | ||||||
2025-07-23 | 13F | 凯普斯通财富管理集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-01 | 13F | 斯蒂尔沃特财富管理集团 | 16,784 | -2.17 | 2,810 | -29.34 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 32,453 | -0.93 | 8,946 | 63.11 | ||||
2025-06-24 | NP | 路博迈下一代连接基金公司 | 138,559 | 0.00 | 26,668 | -13.01 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 10,501 | -4.11 | 2,895 | 57.88 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 95,399 | -9.46 | 26,297 | 49.07 | ||||
2025-08-15 | 13F | 乐观退休集团有限责任公司 | 10,524 | -0.09 | 2,901 | 64.55 | ||||
2025-04-15 | 13F | 橡树家族顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 美国资本投资服务公司 | 960 | 265 | ||||||
2025-08-06 | 13F | 泰坦全球资本管理美国有限公司 | 63,835 | 67.48 | 17,596 | 175.74 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 9,917,746 | -7.99 | 2,733,827 | 51.49 | ||||
2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 13,401 | -6.14 | 3,694 | 54.52 | ||||
2025-08-08 | 13F | 指南针金融服务公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | JAVAX - 詹姆斯积极分配基金 | 3,000 | 0.00 | 827 | 64.54 | ||||
2025-08-27 | NP | TQCCX - Touchstone 股息股票基金 C 类 | 299,866 | 0.00 | 82,658 | 64.64 | ||||
2025-04-15 | 13F | 转变财富有限责任公司 | 170,848 | -6.11 | 28,605 | -32.20 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-04-23 | 13F | 退休人员方程式有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 新月公园管理有限公司 | 169,704 | -19.41 | 46,779 | 32.68 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 13,870 | 32.37 | 2,322 | -4.41 | ||||
2025-08-07 | 13F | 前景金融集团有限公司 | 1,353 | -14.26 | 373 | 40.91 | ||||
2025-08-15 | 13F | 富达 D & D 银行公司 | 7,510 | 0.00 | 2,070 | 64.68 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 34 | 6.25 | 9 | 80.00 | ||||
2025-05-15 | 13F | 坚定资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 阿尔塔顾问有限公司 | 24,199 | 0.00 | 6,670 | 64.65 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 8,086 | -1.45 | 2,229 | 62.27 | ||||
2025-08-05 | 13F | Arrowroot 家族办公室有限责任公司 | 923 | -1.91 | 254 | 16.51 | ||||
2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 精细财富管理公司 | 3,722 | 1.89 | 1,026 | 67.76 | ||||
2025-06-13 | NP | 阿尔派动态总股息基金 | 150,600 | 0.00 | 28,986 | -13.02 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州社会意识基金标准级 | 98,272 | -2.98 | 27,089 | 59.73 | ||||
2025-07-31 | 13F | B&T 资本管理 DBA Alpha 资本管理 | 37,380 | -5.47 | 10,304 | 55.63 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 37,952 | 1.83 | 10,461 | 67.64 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 5,955 | 1,641 | ||||||
2025-07-16 | 13F | 财富集团有限公司 | 1,760 | 0.00 | 485 | 64.97 | ||||
2025-08-14 | 13F | K2 主要基金有限合伙人 | 4,854 | 19.20 | 1,338 | 96.48 | ||||
2025-08-27 | NP | BCAMX - Boston Common ESG 影响美国股票基金 Boston Common ESG 影响美国股票 | 11,441 | -5.68 | 3,154 | 55.32 | ||||
2025-07-16 | 13F | AAFMAA 财富管理与信托有限责任公司 | 15,211 | 2.58 | 4,193 | 68.90 | ||||
2025-06-25 | NP | IGLGX - Columbia Select 全球股票基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 南方平原金融公司 | 5,183 | 19.81 | 1,429 | 97.24 | ||||
2025-06-24 | NP | FGRAX - 富兰克林成长机会基金 A 类 | 495,945 | -47.29 | 95,455 | -54.15 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 31,562 | 0.00 | 8,700 | 64.65 | ||||
2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 746,229 | 6.69 | 143,627 | -7.20 | ||||
2025-07-15 | 13F | 科维亚金融 | 163,470 | -19.59 | 45,061 | 32.38 | ||||
2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 84,310 | -4.48 | 23,240 | 57.27 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 8,425 | -5.70 | 2,322 | 55.32 | ||||
2025-08-25 | NP | HADAX - 哈特福德平衡 Hls 基金 Ia | 157,766 | -13.02 | 43,488 | 43.21 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 1,628 | -68.15 | 313 | -72.30 | ||||
2025-05-14 | 13F | 凯特琳约翰有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-07 | 13F | 灰石金融集团有限责任公司 | 63,024 | -9.64 | 17,372 | 48.77 | ||||
2025-06-26 | NP | TGCEX - TCW精选股票基金I类 | 118,819 | 35.28 | 22,869 | 17.67 | ||||
2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 640 | 36.17 | 176 | 125.64 | ||||
2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 100,792 | -5.29 | 27,783 | 55.93 | ||||
2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 3,284 | -23.86 | 795 | -7.67 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 1,359 | -37.08 | 262 | -24.78 | ||||
2025-06-27 | NP | CVLOX - Calamos 全球增长与收入基金 A 类 | 9,935 | 0.00 | 1,912 | -13.01 | ||||
2025-07-28 | 13F | 中科威金融集团 | 300 | 0.00 | 0 | |||||
2025-07-29 | 13F | 西格玛投资顾问公司 | 18,804 | 17.22 | 5,183 | 93.04 | ||||
2025-08-11 | 13F | 联合顾问集团有限责任公司 | 6,085 | 53.24 | 1,677 | 152.56 | ||||
2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 235 | 6.82 | 65 | 77.78 | ||||
2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 150 | 0.00 | 41 | 64.00 | ||||
2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 22,736 | 12.33 | 4,376 | -2.30 | ||||
2025-07-24 | 13F | JB资本有限责任公司 | 108,978 | -0.89 | 30,040 | 63.17 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 273,016 | 1.09 | 75,257 | 66.43 | ||||
2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 6,173 | -1.69 | 1,494 | 19.33 | ||||
2025-07-22 | 13F | 格拉斯财富管理有限公司 | 96,181 | -3.32 | 26,512 | 59.17 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 39,420 | 9.02 | 10,866 | 79.48 | ||||
2025-08-14 | 13F | Kmt 财富管理有限责任公司 | 990 | 273 | ||||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 119,501 | -3.35 | 32,940 | 59.12 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 122,700 | 0.00 | 33,822 | 64.64 | ||||
2025-07-17 | 13F | 斯科特与塞尔伯公司 | 69,036 | -9.28 | 19 | 58.33 | ||||
2025-08-12 | 13F | BWM 规划有限责任公司 | 3,759 | 3.53 | 1,036 | 70.68 | ||||
2025-04-30 | 13F | TradeWell 证券有限责任公司 | 2,736 | 458 | ||||||
2025-08-26 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 852,700 | 0.00 | 235,047 | 64.64 | ||||
2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 1,494 | 0.00 | 412 | 64.40 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 48,134 | 6.03 | 13,268 | 74.58 | ||||
2025-08-12 | 13F | 有抱负的创业公司 | 1,212 | 2.62 | 334 | 38.59 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 34,643 | 46.90 | 6,668 | 27.79 | ||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 29,394 | 10.40 | 8,102 | 81.78 | ||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 50,971 | 61.37 | 14,165 | 167.40 | ||||
2025-07-25 | 13F | 阿克曼资本顾问有限公司 | 790 | 218 | ||||||
2025-07-14 | 13F | 巴林金融有限责任公司 | 1,365 | 7.40 | 376 | 77.36 | ||||
2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 482 | 66.21 | 93 | 43.75 | ||||
2025-07-28 | 13F | 戴维森信托公司 | 7,108 | 9.32 | 1,959 | 80.06 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | Call | 11,600 | 123.08 | 3,198 | 273.92 | |||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 46,753 | 7.32 | 12,889 | 76.48 | ||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 28,858 | 54.63 | 6,986 | 87.72 | ||||
2025-07-23 | 13F | Triasima 投资组合管理公司 | 34,122 | 10.18 | 9,406 | 81.39 | ||||
2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 3,888 | 31.80 | 1,072 | 117.24 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 134,080 | -14.54 | 36,959 | 40.70 | ||||
2025-08-20 | NP | WBGSX - 威廉·布莱尔成长基金 N 级 | 41,433 | -22.20 | 11,421 | 28.10 | ||||
2025-07-21 | 13F | 河街顾问有限责任公司 | 20,874 | 6.49 | 5,754 | 75.34 | ||||
2025-07-16 | 13F | 美国资产管理有限公司 | 9,768 | 72.46 | 2,693 | |||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 190,585 | 6.15 | 52,535 | 74.75 | ||||
2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 7,482 | 2,062 | ||||||
2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 609,653 | 0.73 | 168,051 | 65.84 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 189,416 | -0.67 | 52,212 | 63.53 | ||||
2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 17,592 | 1.66 | 5 | 100.00 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 290 | -35.56 | 88 | 17.33 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 74,700 | -92.42 | 20,591 | -87.53 | |||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | Put | 4,500 | 0.00 | 1,240 | 64.67 | |||
2025-05-15 | 13F | 格伦梅德信托公司 | 287,090 | -5.67 | 48,067 | -31.88 | ||||
2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 964 | 266 | ||||||
2025-08-13 | 13F | 美国资金管理有限责任公司 | 2,983 | 17.53 | 822 | 93.87 | ||||
2025-07-31 | 13F | 拉扎德兄弟管理公司 | 0 | -100.00 | 53 | 79.31 | ||||
2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 13,355 | -5.67 | 2,570 | -17.94 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A4系列 | 11,181 | -6.40 | 3,082 | 54.18 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 2,065,400 | -23.19 | 569,328 | 26.46 | |||
2025-07-08 | 13F | 21 West财富管理有限责任公司 | 1,248 | 344 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | 472,061 | -84.01 | 130,124 | -73.67 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 80,022 | 259.62 | 22,058 | 492.16 | ||||
2025-08-12 | 13F | 托克维尔资产管理公司 | 117,478 | -18.78 | 32,383 | 33.72 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 3,117,200 | -38.57 | 859,256 | 1.14 | |||
2025-04-11 | 13F | 第一平权金融网络 | 5,596 | 5.82 | 937 | -23.57 | ||||
2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 1,141 | 315 | ||||||
2025-07-30 | 13F | 施尼德资本管理有限公司 | 14,518 | 59.22 | 4,002 | 162.19 | ||||
2025-08-19 | 13F | 国家资产管理公司 | Call | 400 | 110 | |||||
2025-07-23 | NP | DTCAX - 纽约梅隆银行可持续美国股票基金公司 A 类 | 22,610 | 5,473 | ||||||
2025-08-19 | 13F | 国家资产管理公司 | 67,653 | -41.74 | 18,649 | -30.73 | ||||
2025-08-12 | 13F | 农民国家银行 | 64,939 | 0.54 | 17,900 | 65.53 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 636,491 | -0.01 | 174,605 | 63.50 | ||||
2025-08-29 | NP | MRLIX - AMG Renaissance 大盘成长基金 Z 类 | 12,528 | -2.38 | 3,453 | 60.75 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 32,520 | 266.71 | 8,964 | 504.04 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 1,965 | 2.88 | 542 | 69.59 | ||||
2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,907,883 | 9.68 | 367,210 | -4.59 | ||||
2025-07-22 | 13F | 伯克希尔资金管理公司 | 1,710 | 2.95 | 471 | 69.42 | ||||
2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 237,857 | 90.34 | 57,578 | 131.04 | ||||
2025-05-29 | 13F | 奎克财富管理有限责任公司 | Call | 17 | ||||||
2025-08-05 | 13F | 机械资本公司 | 22,379 | 177.45 | 6,169 | 356.89 | ||||
2025-08-11 | 13F | Gr金融集团有限公司 | 7,493 | 2,066 | ||||||
2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | Put | 100 | 28 | |||||
2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 24,515 | 13.05 | 6,762 | 86.15 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 1,066,800 | 4.70 | 294,063 | 72.38 | |||
2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 470 | 36.23 | 90 | 18.42 | ||||
2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 29,849 | 19.95 | 8,228 | 97.48 | ||||
2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 4,689 | 0.95 | 1,396 | 57.27 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 590,300 | -3.37 | 162,716 | 59.09 | |||
2025-08-11 | 13F | 等式有限公司 | 1,400 | 0.00 | 386 | 64.53 | ||||
2025-08-05 | 13F | 环山资本有限责任公司 | 18,156 | 3.13 | 5,144 | 74.55 | ||||
2025-07-23 | 13F | 西区顾问有限责任公司 | 69 | -6.76 | 19 | 58.33 | ||||
2025-08-08 | 13F | 科尔宾投资管理公司/MD | 1,407 | 0.00 | 388 | 64.68 | ||||
2025-06-26 | NP | FOCPX - 富达场外交易投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,304,506 | -57.36 | 251,078 | -62.91 | ||||
2025-07-09 | 13F | 拉德诺资本管理有限公司 | 6,372 | 222.63 | 2 | |||||
2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 12,353 | 109.20 | 2,068 | 51.06 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 49,739 | -1.97 | 13,711 | 61.41 | ||||
2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 7,700 | 5.19 | 1,482 | -8.46 | ||||
2025-05-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 171 | 17.93 | 29 | -15.15 | ||||
2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 4,067 | 0.00 | 1,121 | 64.85 | ||||
2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 4,875 | -0.71 | 1,180 | 20.53 | ||||
2025-07-17 | 13F | 鹰财富策略有限公司 | 2,768 | 7.08 | 763 | 76.62 | ||||
2025-06-25 | NP | TROSX - T. Rowe Price 海外股票基金 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 | 1,147,816 | -35.55 | 220,920 | -43.94 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 825,815 | 2.37 | 158,945 | -10.96 | ||||
2025-07-21 | 13F | 格拉西投资管理公司 | 265,630 | -2.97 | 73 | 62.22 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 17,130 | -21.24 | 4,722 | 29.66 | ||||
2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 207,892 | 40,013 | ||||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 1,905 | 0.00 | 319 | -27.89 | ||||
2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 2,180 | 0.00 | 601 | 64.66 | ||||
2025-07-03 | 13F | 集体家族办公室有限责任公司 | 1,910 | -15.45 | 526 | 39.15 | ||||
2025-07-28 | NP | VGLSX - 全球策略基金 | 4,582 | 16.24 | 1,109 | 41.09 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 65,126 | 1.42 | 17,952 | 66.97 | ||||
2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 1,139 | -22.04 | 314 | 28.28 | ||||
2025-08-25 | NP | MMIUX - MassMutual Select T. Rowe Price 国际股票基金 I 类 | 3,212 | -52.95 | 885 | -22.57 | ||||
2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 1,275 | -21.49 | 351 | 29.52 | ||||
2025-08-15 | 13F | 易方达基金管理有限公司 | 257,274 | 14.19 | 70,918 | 87.99 | ||||
2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 10,236 | 1.98 | 2,478 | 23.79 | ||||
2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 119,083 | -1.33 | 32,825 | 62.44 | ||||
2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 7,425 | -36.07 | 2,047 | 5.25 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 67,121 | -1.74 | 18,502 | 61.76 | ||||
2025-08-07 | 13F | 艾伦投资管理有限公司 | 296,030 | 0.68 | 81,601 | 65.76 | ||||
2025-08-18 | NP | JAMEX - 詹姆斯敦股票基金 | 7,000 | -6.67 | 1,930 | 53.71 | ||||
2025-07-23 | 13F | 安全退休顾问有限责任公司 | 7,538 | -17.63 | 2,078 | 35.57 | ||||
2025-08-22 | NP | Calamos Antetokounmpo 可持续股票信托 - Calamos Antetokounmpo 可持续股票基金 R6 级 | 487 | -2.21 | 134 | 61.45 | ||||
2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 10,125 | -5.55 | 2,791 | 55.52 | ||||
2025-08-13 | 13F | 智能财富有限责任公司 | 2,878 | -70.86 | 793 | -52.03 | ||||
2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 952 | 262 | ||||||
2025-08-11 | 13F | 尼古拉财富管理有限公司 | 118,800 | -7.76 | 32,747 | 51.86 | ||||
2025-08-14 | 13F | 萨姆林资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 康拉德西格尔投资顾问公司 | 1,785 | 3.06 | 492 | 70.24 | ||||
2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 10,942 | -6.86 | 3,016 | 53.33 | ||||
2025-08-11 | 13F | 波林资本管理有限责任公司 | 1,104 | 304 | ||||||
2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 16,229 | 1.27 | 4,473 | 66.72 | ||||
2025-08-11 | 13F | 其他财富有限责任公司 | 38,967 | -3.81 | 10,741 | 58.38 | ||||
2025-08-05 | 13F | Hiddenite 资本合伙公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 2,770 | 86.03 | 764 | 206.43 | ||||
2025-08-11 | 13F | 资本广场有限责任公司 | 1,652 | -0.36 | 453 | 63.54 | ||||
2025-08-19 | NP | Securian 基金信托 - SFT 常春藤成长基金 | 21,312 | 1.33 | 5,875 | 66.83 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 20,674 | 4.77 | 5,699 | 72.51 | ||||
2025-06-26 | NP | LGCAX - 阿贝特勋爵全球股票研究基金 A 级 | 11,564 | 1.51 | 2,226 | -11.71 | ||||
2025-07-17 | 13F | Eclectic Associates 公司 /adv | 1,200 | -1.64 | 331 | 61.76 | ||||
2025-08-14 | 13F | 鲸岩资本管理有限公司 | 1,637,124 | 14.01 | 451,273 | 87.71 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 20,268 | 6.40 | 5,587 | 75.16 | ||||
2025-07-10 | 13F | 布雷迪家族财富有限公司 | 43,504 | -0.26 | 11,992 | 64.23 | ||||
2025-07-22 | 13F | 华威投资管理公司 | 4,369 | 17.54 | 1,204 | 93.57 | ||||
2025-07-10 | 13F | HWG控股有限公司 | 41,307 | 7,071.35 | 11,386 | 11,760.42 | ||||
2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 16,828 | 0.00 | 4,074 | 21.36 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 10,215 | -5.14 | 1,966 | -17.46 | ||||
2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 4,088,738 | -1.03 | 989,761 | 20.13 | ||||
2025-08-13 | 13F | 吉布斯财富管理 | 3,438 | 948 | ||||||
2025-08-13 | 13F | 美丽华资本有限责任公司 | 85,064 | 0.06 | 23,448 | 64.74 | ||||
2025-07-25 | 13F | SPC 金融公司 | 10,276 | -4.07 | 2,833 | 57.95 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 3,335,696 | 0.69 | 919,485 | 65.77 | ||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 31,042 | 4.94 | 5,975 | -8.72 | ||||
2025-08-13 | 13F | Codex资本资产管理有限责任公司 | 17,000 | 4,686 | ||||||
2025-08-11 | 13F | 阿维索财富管理 | 12,918 | 2.37 | 3,561 | 68.56 | ||||
2025-08-12 | 13F | Oak Associates Ltd /哦/ | 237,109 | 28.14 | 65,359 | 110.96 | ||||
2025-08-14 | 13F | 富登基金管理有限公司 | 491,656 | 506.88 | 135,525 | 899.14 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 2,099,793 | 2.11 | 578,808 | 68.10 | ||||
2025-08-04 | 13F | 尤贝尔·布雷迪和萨特曼资产管理公司 | 2,486 | 2.52 | 1 | |||||
2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 20,410 | -7.27 | 5,626 | 52.71 | ||||
2025-07-21 | 13F | 格林伍德资本联合有限公司 | 47,459 | -14.57 | 13,082 | 40.65 | ||||
2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 24,813 | -9.19 | 6,840 | 49.52 | ||||
2025-06-26 | NP | AWEIX - CIBC Atlas 纪律股票基金机构类别股票 | 65,137 | -2.76 | 12,537 | -15.42 | ||||
2025-07-14 | 13F | IronOak Wealth LLC。 | 13,205 | 0.86 | 3,640 | 19.90 | ||||
2025-08-15 | 13F | 蓝边资本有限责任公司 | 1,450 | 0.00 | 400 | 64.88 | ||||
2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 112 | -46.15 | 31 | -11.76 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 172,913 | -0.35 | 47,664 | 64.06 | ||||
2025-08-14 | 13F | 八31金融有限公司 | 810 | -38.78 | 223 | 0.90 | ||||
2025-08-13 | 13F | 联合遗产资本有限责任公司 | 11,400 | 0.00 | 3,142 | 64.68 | ||||
2025-07-17 | 13F | 阿登达资本公司 | 153,589 | -11.57 | 42,337 | 45.58 | ||||
2025-07-30 | NP | ABIG - 白银大盘股 ETF | 2,976 | 720 | ||||||
2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 151,659 | -17.98 | 41,805 | 35.03 | ||||
2025-08-13 | 13F | 三井住友金融集团 | 251,423 | -5.96 | 69,305 | 54.81 | ||||
2025-07-25 | 13F | 优点投资组合管理 | 250,392 | -4.23 | 69,020 | 57.67 | ||||
2025-07-18 | 13F | 客户第一咨询集团有限公司 | 1,645 | 0.06 | 453 | 64.73 | ||||
2025-08-08 | 13F | Keyvanage Wealth, Llc | 2,994 | 21.51 | 825 | 100.24 | ||||
2025-08-27 | NP | PIODX-胜利先锋基金A类 | 923,230 | 19.33 | 254,488 | 96.46 | ||||
2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,256,503 | -3.09 | 434,309 | -15.71 | ||||
2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 828 | 0.00 | 228 | 65.22 | ||||
2025-07-25 | 13F | 中西部资本顾问有限公司 | 900 | 0.00 | 248 | 65.33 | ||||
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 | 54,286 | 4,151.06 | 10,448 | 3,604.96 | ||||
2025-08-13 | 13F | JBR Co 财务管理公司 | 2,279 | 1.33 | 628 | 67.02 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 增长机会基金 IA 类股票 | 263,987 | -0.34 | 72,768 | 64.08 | ||||
2025-08-12 | 13F | 自由格列佛有限公司 | 1,719 | -2.55 | 474 | 60.34 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 139,119 | -10.58 | 26,776 | -22.22 | ||||
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 | 88,710 | -2.93 | 24,453 | 59.82 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 476,640 | -5.23 | 131,386 | 56.03 | ||||
2025-08-14 | 13F | 科布勒资本管理有限公司 | 19,440 | 112 | ||||||
2025-08-13 | 13F | 第五巷资本有限公司 | 3,000 | 827 | ||||||
2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 6,133 | -0.89 | 1,485 | 20.26 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 1,118,187 | -9.44 | 308,228 | 49.10 | ||||
2025-08-05 | 13F | 塞博尔德资本管理公司 | 1,499 | -13.95 | 413 | 41.92 | ||||
2025-08-11 | 13F | 凯龙资本管理有限公司 | 2,200 | 5.16 | 606 | 73.14 | ||||
2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,092 | -12.21 | 506 | 6.53 | ||||
2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 3,507,231 | -16.20 | 675,037 | -27.11 | ||||
2025-08-01 | 13F | 第一指挥咨询服务公司 | 3,057 | -26.28 | 843 | 21.33 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 36,547 | 80.38 | 10,074 | 196.99 | ||||
2025-07-14 | 13F | 克里斯·布尔曼公司 | 735 | 203 | ||||||
2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 51,026 | -8.36 | 9,821 | -20.29 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 256,893 | 4.18 | 70,813 | 71.52 | ||||
2025-07-17 | 13F | Cyr Financial Inc. | 4,525 | 62.89 | 1,247 | 168.17 | ||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 2,762 | -3.16 | 761 | 59.54 | ||||
2025-08-11 | 13F | 卢卡斯山管理有限公司 | 1,127 | -26.00 | 311 | 22.05 | ||||
2025-08-05 | 13F | 卡梅尔资本管理有限责任公司 | 155,660 | -0.04 | 42,908 | 64.56 | ||||
2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,189 | -13.16 | 14,086 | 5.40 | ||||
2025-04-29 | 13F | 格罗斯贝克投资管理公司 /nj/ | 18,854 | -8.63 | 3 | -25.00 | ||||
2025-08-14 | 13F | 图腾点管理有限责任公司 | 31,613 | 65.50 | 8,714 | 172.48 | ||||
2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 7,279 | -16.59 | 2,006 | 37.30 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 410,711 | -6.13 | 113,212 | 54.54 | ||||
2025-07-30 | 13F | Rnc资本管理有限公司 | 143,772 | -3.71 | 39,631 | 58.52 | ||||
2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 295,472 | 0.19 | 71,525 | 21.61 | ||||
2025-08-14 | 13F | 西托资本集团有限责任公司 | 7,150 | -12.27 | 2 | 0.00 | ||||
2025-08-26 | NP | MFRFX - MFS研究基金A | 728,120 | 231.26 | 200,706 | 445.38 | ||||
2025-08-07 | 13F | 丰维尔财富管理有限责任公司 | 1,311 | 0.00 | 361 | 64.84 | ||||
2025-08-13 | 13F | 三井住友金融集团 | Call | 5,800 | 132.00 | 166 | 1,744.44 | |||
2025-08-13 | 13F | 费城信托公司 | 129,751 | 3.89 | 36 | 75.00 | ||||
2025-08-13 | 13F | 三井住友金融集团 | Put | 11,000 | 46.67 | 174 | 29.10 | |||
2025-08-12 | 13F | NDVR 公司 | 1,854 | 6.31 | 511 | 75.60 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 2,948,389 | 3.03 | 713,717 | 25.05 | ||||
2025-08-22 | NP | 可变保险产品基金 IV - 技术投资组合初始类别 | 235,600 | 577.01 | 64,943 | 1,014.71 | ||||
2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 2,630 | 0.00 | 725 | 64.55 | ||||
2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 23,955 | 13.74 | 5,799 | 38.05 | ||||
2025-08-08 | 13F | OmniStar 金融集团公司 | 4,545 | 3.55 | 1,253 | 69.88 | ||||
2025-08-08 | 13F | JBF资本公司 | 18,000 | 0.00 | 4,962 | 64.65 | ||||
2025-05-14 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 和谐资产管理有限公司 | 8,957 | -10.27 | 2,469 | 47.70 | ||||
2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 60,033 | -0.23 | 16,548 | 64.26 | ||||
2025-07-15 | 13F | 金融合作伙伴集团公司 | 1,114 | -14.31 | 307 | 41.01 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Janus 专注增长投资组合 1 级 | 107,613 | 48.25 | 20,712 | 28.95 | ||||
2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 9,890 | -50.10 | 2,188 | -34.96 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 3,315,181 | -2.21 | 913,832 | 61.00 | ||||
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 | 5,684,060 | 22.97 | 1,094,011 | 6.97 | ||||
2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 11,461 | 6.46 | 3,159 | 75.31 | ||||
2025-08-05 | 13F | 新泽西更好教育储蓄信托基金 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 双创资本管理公司 | 102,876 | 0.85 | 28,358 | 66.03 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 86,266 | 0.00 | 23,779 | 64.64 | ||||
2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 7,838 | -5.99 | 2,161 | 54.84 | ||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 81,433 | -0.37 | 22,447 | 64.04 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 3,935 | 4.35 | 1,085 | 71.79 | ||||
2025-07-17 | 13F | Elser 财务规划有限公司 | 1,403 | 394 | ||||||
2025-08-14 | 13F | 英勇资本管理有限合伙人 | 234,740 | 9.16 | 64,706 | 79.72 | ||||
2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 1,740 | 0.00 | 291 | -27.79 | ||||
2025-07-03 | 13F | 加德资本公司 | Put | 799 | 268.20 | |||||
2025-07-03 | 13F | 加德资本公司 | 13,482 | 20.75 | 3,716 | 98.82 | ||||
2025-07-29 | NP | STPIX - I 类技术与通信产品组合 | 6,500 | 0.00 | 1,573 | 21.37 | ||||
2025-08-14 | 13F | 纳帕财富管理 | 1,700 | 469 | ||||||
2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 1,101 | -48.09 | 304 | -14.65 | ||||
2025-08-04 | 13F | 西北财务顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | VCNIX - 纳斯达克 100 指数基金 | 198,498 | -2.78 | 48,050 | 18.00 | ||||
2025-07-09 | 13F | 定义财富管理有限公司 | 11,855 | 0.83 | 3,268 | 66.01 | ||||
2025-08-12 | 13F | 爱荷华州财富顾问有限责任公司 | 1,550 | 0.00 | 427 | 64.86 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- INVESCO VI 多元化股息基金系列 I | 17,124 | 15.15 | 4,720 | 89.63 | ||||
2025-08-07 | 13F | W 顾问有限公司 | 1,041 | 287 | ||||||
2025-08-11 | 13F | 洞察 2811 公司 | 1,800 | 496 | ||||||
2025-08-13 | 13F | 温斯洛资本管理有限公司 | 4,904,712 | -15.64 | 1,351,984 | 38.88 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 73,571 | 17.66 | 20,280 | 93.71 | ||||
2025-07-31 | 13F | 中央银行 | 16,911 | -2.87 | 4,662 | 59.95 | ||||
2025-08-14 | 13F | TCW集团公司 | 1,550,625 | 0.49 | 427,430 | 65.44 | ||||
2025-08-14 | 13F | 斯塔利资本顾问公司 | 1,130 | 311 | ||||||
2025-08-28 | NP | ALAI - Alger 人工智能推动者和采用者 ETF | 5,775 | 30.10 | 1,592 | 114.13 | ||||
2025-08-12 | 13F | 北极星资产管理公司 | 119,394 | -0.81 | 32,911 | 63.30 | ||||
2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 21,654 | -7.92 | 5,969 | 51.59 | ||||
2025-07-22 | 13F | Ergawealth 顾问公司 | 1,976 | 0.00 | 545 | 64.85 | ||||
2025-07-23 | 13F | 1 北方财富服务有限公司 | 13,404 | 0.75 | 3,695 | 65.87 | ||||
2025-07-29 | 13F | 马特森金融服务有限公司 | 20,434 | 16.40 | 5,633 | 91.63 | ||||
2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,579 | -17.14 | 3,192 | 36.43 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 11,694 | -22.27 | 3,223 | 28.00 | ||||
2025-07-29 | 13F | Dale Q Rice 投资管理有限公司 | 800 | -50.00 | 225 | -16.10 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 7,566 | -1.50 | 2,086 | 62.13 | ||||
2025-08-08 | 13F | 真点公司 | 3,665 | -5.17 | 1,010 | 56.11 | ||||
2025-08-26 | NP | 贝莱德 ESG 资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,702 | 48.25 | 19,489 | 144.07 | ||||
2025-08-14 | 13F | 伊顿剑桥公司 | 974 | 268 | ||||||
2025-07-24 | 13F | CWM 顾问有限责任公司 | 12,662 | -14.10 | 3,490 | 41.47 | ||||
2025-08-26 | NP | BNY MELLON Sustainable US Equity Portfolio, INC. - BNY Mellon Sustainable US Equity Portfolio, Inc. - 初始股 | 17,952 | -1.37 | 4,948 | 62.39 | ||||
2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 48,069 | 1,546.76 | 13,250 | 2,615.16 | ||||
2025-07-25 | 13F | 全面清晰财富管理公司 | 2,406 | 35.86 | 663 | 61.71 | ||||
2025-06-26 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,336 | -10.19 | 9,881 | -21.88 | ||||
2025-05-15 | 13F | 阿尔塔公园资本有限合伙人 | 0 | -100.00 | 0 | |||||
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 | 1,039,650 | 0.08 | 286,580 | 64.76 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 149,400 | 0.12 | 41,182 | 64.84 | ||||
2025-08-14 | 13F | 石点资本有限责任公司 | 197,679 | 22.96 | 54,490 | 102.44 | ||||
2025-07-09 | 13F | 中央谷顾问有限公司 | 5,365 | 0.54 | 1,479 | 65.51 | ||||
2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 15,819 | 4,361 | ||||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 37,296 | 24.66 | 10,281 | 105.23 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 1,212,193 | 37.14 | 315,049 | 112.81 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 1,242 | -83.01 | 337 | -72.47 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 88,455 | -28.36 | 24,383 | 17.95 | ||||
2025-05-28 | NP | DHAMX - 中心美国精选股票基金投资者类别 | 26,257 | 559.06 | 4,396 | -31.27 | ||||
2025-07-11 | 13F | 永久有限公司 | 259,832 | -31.58 | 71,623 | 12.65 | ||||
2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 30 | 0.00 | 8 | 60.00 | ||||
2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 61,586 | -1.98 | 16,976 | 61.38 | ||||
2025-06-23 | NP | TEPIX - 科技超行业深度投资者类别 | 9,372 | -44.65 | 1,804 | -51.87 | ||||
2025-08-07 | 13F | 弗里蒙特管理公司 | 60,400 | 150.62 | 16,649 | 312.61 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -6,012 | -23.51 | -1,657 | 26.01 | |||
2025-06-23 | NP | PQIAX - 股票收益基金(原股票收益基金 I A 类) | 465,311 | -0.49 | 89,558 | -13.45 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 6,017,340 | 115.47 | 1,658,680 | 254.75 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 1,543 | -47.19 | 425 | -13.09 | ||||
2025-08-05 | 13F | Triglav 基金有限公司 | 213,185 | 32.77 | 58,765 | 118.58 | ||||
2025-07-17 | 13F | 梅尔法财富管理有限公司 | 3,208 | 0.00 | 884 | 64.62 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 纳斯达克 100 指数基金标准 | 24,963 | -1.23 | 6,881 | 62.63 | ||||
2025-08-13 | 13F | 韩国投资公司 | 3,521,497 | -0.53 | 970,701 | 63.76 | ||||
2025-07-29 | 13F | BKM 财富管理有限责任公司 | 16,786 | 0.50 | 4,627 | 65.49 | ||||
2025-08-13 | 13F | 资本分析师公司 | 91,643 | 2.57 | 25 | 78.57 | ||||
2025-07-30 | 13F | 道德公司 | 329,339 | 1.62 | 88,708 | 62.42 | ||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 236 | -9.23 | 57 | 11.76 | ||||
2025-07-15 | 13F | 海湾资本顾问有限公司 | 4,545 | -3.56 | 1,253 | 58.68 | ||||
2025-07-23 | 13F | 亨德利公司 | 1,070 | 0 | ||||||
2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,692,044 | 0.05 | 2,120,312 | 64.71 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 565,993 | 10.73 | 156,016 | 82.30 | ||||
2025-07-28 | 13F | 创新财富合作伙伴 | 2,052 | 33.51 | 566 | 119.84 | ||||
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 | 6,493,758 | 12.24 | 1,790,004 | 84.78 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 14,855 | 3,596 | ||||||
2025-07-30 | 13F | 花岗岩港顾问公司 | 4,863 | 4.42 | 1,340 | 72.02 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 37,076 | -51.58 | 10,220 | -20.27 | ||||
2025-07-11 | 13F | 布西财富管理 | 310,158 | -0.70 | 85,495 | 63.49 | ||||
2025-08-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | 4,954 | 0.00 | 1,366 | 64.66 | ||||
2025-07-22 | 13F | 希蒙运河信托公司 | 8,554 | 30.54 | 2,358 | 114.86 | ||||
2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 299,730 | -16.62 | 57,689 | -27.48 | ||||
2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,834 | -35.43 | 7,397 | 6.29 | ||||
2025-08-14 | 13F | 莱特森投资管理公司 | 7,420 | 0.00 | 2,045 | 64.65 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 1,477,006 | -16.24 | 407,137 | 37.90 | ||||
2025-06-24 | NP | PNRAX - 普特南研究基金 A 类股票 | 59,066 | 2.83 | 11,368 | -10.55 | ||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 普鲁登特曼投资管理有限公司 | 4 | 0.00 | 1 | |||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 8,616 | 9.42 | 2,375 | 80.20 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 171,769 | -44.97 | 47,348 | -9.40 | ||||
2025-08-21 | NP | BUZZ - VanEck Vectors 社会情绪 ETF | 2,349 | -38.65 | 648 | 0.94 | ||||
2025-08-22 | NP | 可变保险产品基金II - 国际资本增值投资组合初始类别 | 49,918 | -21.23 | 13,760 | 29.69 | ||||
2025-06-27 | NP | TECL - Direxion 每日科技牛股 3 倍 | 367,879 | -26.03 | 70,806 | -35.66 | ||||
2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 雷斯顿财富管理有限公司 | 1,369 | 377 | ||||||
2025-08-14 | 13F | 麦格理集团有限公司 | 3,589,284 | 0.02 | 989,386 | 64.68 | ||||
2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 1,384 | -15.61 | 382 | 39.05 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 3,807 | -3.57 | 1,049 | 58.70 | ||||
2025-08-26 | 13F | 时代资本有限责任公司 | 218 | 60 | ||||||
2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 23,767 | 9.26 | 6,551 | 79.92 | ||||
2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 9,331 | -9.36 | 1,796 | -21.17 | ||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 157,839 | -2.44 | 44 | 59.26 | ||||
2025-08-14 | 13F | Synovus金融公司 | 225,356 | -1.40 | 62,124 | 62.35 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 2,919 | 2.21 | 805 | 68.20 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 6,060 | 18.80 | 1,166 | 3.37 | ||||
2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 24,123 | 0.08 | 6,649 | 64.78 | ||||
2025-08-12 | 13F | 标量仪表管理有限公司 | 34,000 | 9,372 | ||||||
2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 92,400 | 2.44 | 22,367 | 24.34 | ||||
2025-07-21 | 13F | 丰盛财富顾问 | 13,184 | 15.39 | 4 | 50.00 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 4,612 | 11.62 | 1,116 | 11.60 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 20,815 | -7.29 | 5,738 | 52.62 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 10,580 | 2,916 | ||||||
2025-08-13 | 13F | M&T银行公司 | 1,706,662 | -1.35 | 470,441 | 62.41 | ||||
2025-08-13 | 13F | M&T银行公司 | Call | 35 | -16.67 | 21 | 600.00 | |||
2025-08-27 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 119,005 | 18.33 | 32,804 | 94.83 | ||||
2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 20,498 | 0.41 | 4,962 | 21.86 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 可持续美国主题投资组合 K 级 | 2,776 | 96.18 | 765 | 224.15 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 78,909 | 0.80 | 21,751 | 65.95 | ||||
2025-07-21 | 13F | 惠兰金融 | 4,273 | -3.41 | 1,178 | 59.05 | ||||
2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 31,423 | 0.47 | 8,662 | 65.38 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 6,180 | 11.94 | 1,704 | 84.31 | ||||
2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 29,854 | 7.30 | 8,229 | 76.66 | ||||
2025-08-28 | NP | BLOK - Amplify 转型数据共享 ETF | 45,400 | 5.00 | 12,515 | 72.87 | ||||
2025-08-14 | 13F | 贝克资本管理有限公司 | 44,328 | -9.84 | 12,219 | 48.44 | ||||
2025-06-27 | NP | GPTY - YieldMax(TM) 人工智能与科技投资组合期权收入 ETF | 4,371 | 33.87 | 841 | 16.48 | ||||
2025-07-17 | 13F | 人民金融服务公司 | 31,939 | -9.85 | 8,804 | 48.42 | ||||
2025-07-21 | 13F | 堪萨斯信托公司 | 1,085 | 0 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 47,402 | 1.01 | 13,066 | 66.32 | ||||
2025-06-26 | NP | OWACX - 老韦斯特伯里全资本核心基金 | 180,026 | -6.77 | 34,650 | -18.91 | ||||
2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 302,010 | -0.72 | 73,108 | 20.50 | ||||
2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 23,155 | 18.42 | 6,383 | 94.99 | ||||
2025-07-23 | 13F | TPG 财务顾问有限责任公司 | 883 | 243 | ||||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 5,346 | -0.52 | 1,474 | 42.59 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-08 | 13F | 参数管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | NP | PY - 主要股东收益率指数 ETF | 43,768 | 279.47 | 7,328 | 174.05 | ||||
2025-07-17 | 13F | LifeGoal 财富顾问 | 1,137 | 313 | ||||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 748 | -77.79 | 206 | -63.41 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 125,128 | -6.48 | 34,492 | 53.96 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 1,384,762 | 15.57 | 374,455 | 85.18 | ||||
2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 910 | -31.16 | 251 | 13.12 | ||||
2025-07-22 | 13F | 金融洞察公司 | 3,895 | -23.25 | 1,074 | 26.38 | ||||
2025-07-21 | 13F | 铂金投资管理有限公司 | 283,133 | -46.08 | 78,046 | -11.23 | ||||
2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 251,150 | -0.51 | 69,229 | 164,730.95 | ||||
2025-05-15 | 13F | 探索资本管理有限公司/CT | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 南山人寿保险股份有限公司 | 190,750 | -11.43 | 52,580 | 45.82 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 35,327 | -0.58 | 9,738 | 63.67 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-17 | 13F | E 六十三有限公司 | 66,250 | 0.56 | 18,262 | 65.56 | ||||
2025-07-24 | NP | BGSIX - 贝莱德科技机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,680,805 | 0.00 | 406,872 | 21.38 | ||||
2025-08-08 | 13F | 枫树资本管理公司 | 1,542 | 22.77 | 425 | 102.38 | ||||
2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 634,963 | -3.95 | 175,028 | 58.13 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 218,315 | 2.18 | 60,179 | 68.23 | ||||
2025-08-06 | 13F | 北方资本有限公司 | 2,940 | 7.30 | 810 | 76.86 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 203,497 | -2.96 | 56,094 | 59.76 | ||||
2025-08-26 | NP | GDMYX - 机构防御性市场策略基金 | 60,237 | 32.49 | 16,604 | 118.13 | ||||
2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 84,734 | 8.89 | 23,357 | 79.28 | ||||
2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 1,008 | 37.33 | 278 | 127.05 | ||||
2025-08-12 | 13F | 里士满投资服务有限公司 | 2,499 | 689 | ||||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 9,000 | 130.77 | 2,481 | 280.37 | |||
2025-08-14 | 13F | DRW 证券有限责任公司 | 44,284 | 53.76 | 12,207 | 153.13 | ||||
2025-07-29 | 13F | 银橡财富管理有限责任公司 | 3,784 | 166.48 | 1,043 | 340.08 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 35,500 | 437.88 | 9,786 | 785.52 | |||
2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 170 | 126.67 | 41 | 192.86 | ||||
2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 606 | 0.17 | 0 | |||||
2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 13,166 | -4.77 | 3,629 | 56.83 | ||||
2025-07-23 | 13F | 普罗菲特古德森公司 | 7,693 | 0.12 | 2,121 | 64.85 | ||||
2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 2,640 | -4.86 | 728 | 56.68 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 9,409 | -4.27 | 2,594 | 57.63 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Call | 50,100 | 8,250.00 | 281 | 4,566.67 | |||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 23,400 | -90.04 | 147 | -97.54 | |||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 2,219,820 | -7.12 | 611,893 | 52.92 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 14 | -100.00 | 1 | -100.00 | ||||
2025-07-17 | 13F | 翡翠顾问有限责任公司 | 6,537 | -3.87 | 1,802 | 58.35 | ||||
2025-07-31 | 13F | 北极星资产管理有限公司 | 5,465 | 3.60 | 1,506 | 70.55 | ||||
2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 278 | 19.83 | 54 | 3.92 | ||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 119,055 | -5.29 | 32,818 | 55.92 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 1,635,070 | -3.99 | 450,707 | 58.07 | ||||
2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 11,332 | 31.46 | 3,124 | 116.42 | ||||
2025-07-23 | 13F | 孤独金融服务 | 5,429 | 87.27 | 1,497 | 208.45 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 753,766 | -4.90 | 207,776 | 56.56 | ||||
2025-08-12 | 13F | 17 资本合伙公司 | 1,475 | 1.72 | 407 | 67.77 | ||||
2025-07-16 | 13F | 注册财务顾问有限责任公司 | 9,458 | 156.45 | 2,607 | 322.37 | ||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 1,352 | 30.25 | 373 | 115.03 | ||||
2025-08-15 | 13F | 蓝筹合伙人公司 | 213,854 | -2.90 | 58,949 | 59.86 | ||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 106,841 | 16.71 | 25,863 | 41.66 | ||||
2025-08-11 | 13F | EMC资本管理公司 | 2,000 | 1 | ||||||
2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 2,917 | -9.44 | 804 | 49.17 | ||||
2025-07-29 | 13F | 哈钦森第一国民银行 | 13,096 | 6.01 | 3,610 | 74.52 | ||||
2025-08-14 | 13F | 头投资有限公司 | 2,731 | -20.52 | 753 | 30.78 | ||||
2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 1,908 | -25.03 | 526 | 23.24 | ||||
2025-08-14 | 13F | Strive 资产管理有限公司 | 1,984 | 42.12 | 547 | 134.33 | ||||
2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 12,793 | 20.45 | 3,526 | 98.31 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 1,078,722 | -12.05 | 297,350 | 44.79 | ||||
2025-06-27 | NP | AVGX - Defiance Daily Target 2X 多头 AVGO ETF | 21,809 | -30.16 | 4,198 | -39.25 | ||||
2025-08-07 | 13F | 第一达拉斯证券公司 | 1,570 | -25.24 | 433 | 22.73 | ||||
2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 251,939 | -7.78 | 69,447 | 51.83 | ||||
2025-07-17 | 13F | 拉扎里资本管理公司 | 11,713 | -0.03 | 3,229 | 64.61 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 1,133,100 | 14.14 | 312,339 | 87.91 | ||||
2025-08-26 | NP | TTEQ-T. Rowe Price 科技 ETF | 8,641 | 53.84 | 2,382 | 153.30 | ||||
2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 56 | 100.00 | 11 | 66.67 | ||||
2025-07-09 | 13F | 防波堤投资管理 | 160 | 0.00 | 44 | 69.23 | ||||
2025-07-11 | 13F | 奥舍·范德沃德投资管理公司 | 8,000 | 0.00 | 2,205 | 64.68 | ||||
2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 7,910,996 | 1,522,629 | ||||||
2025-08-13 | 13F | 安南代尔资本有限责任公司 | 1,670 | 0.00 | 0 | |||||
2025-07-11 | 13F | 大水财富管理 | 870 | 240 | ||||||
2025-07-14 | 13F | CRA 金融服务有限责任公司 | 24,025 | 1.33 | 6,622 | 66.84 | ||||
2025-07-17 | 13F | 撒克逊利益公司 | 14,837 | 0.00 | 2,484 | 0.00 | ||||
2025-05-02 | 13F | 因维拉财富顾问有限责任公司 | 6,897 | -18.51 | 1,158 | -43.07 | ||||
2025-08-15 | 13F | 帕鲁斯金融(英国)有限公司 | 93,019 | -7.52 | 25,641 | 52.27 | ||||
2025-08-27 | NP | FPACX - FPA 新月基金 | 78,590 | -37.99 | 21,663 | 2.09 | ||||
2025-07-22 | 13F | 希尔岛金融有限公司 | 3,840 | 47.75 | 1,058 | 143.22 | ||||
2025-08-27 | NP | TSAGX - Touchstone 大公司成长基金 A 类 | 26,830 | 63.20 | 7,396 | 168.71 | ||||
2025-08-01 | 13F | 詹尼森联合有限公司 | 23,240,649 | -13.15 | 6,406,285 | 42.98 | ||||
2025-08-08 | 13F | 莫内塔金融服务公司 | 6,000 | 20.00 | 1,654 | 97.49 | ||||
2025-07-30 | NP | NDXKX - 纳斯达克 100 指数基金 K 股 | 358,381 | -3.49 | 86,753 | 17.15 | ||||
2025-07-09 | 13F | 山地资本有限责任公司 | 14,125 | -1.07 | 3,894 | 62.89 | ||||
2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 105,898 | -1.18 | 29,191 | 62.70 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 1,045 | 201 | ||||||
2025-08-12 | 13F | 路石控股有限责任公司 | Put | 200 | 0.00 | 0 | ||||
2025-07-25 | NP | AIWEX - 世界能源基金机构 | 10,000 | 2,421 | ||||||
2025-08-12 | 13F | 路石控股有限责任公司 | 455,939 | -4.53 | 125,680 | 57.02 | ||||
2025-07-08 | 13F | RMR 财富创造者 | 56,001 | 1.80 | 15,437 | 67.60 | ||||
2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 19,716 | 9.15 | 5,435 | 79.70 | ||||
2025-08-13 | 13F | 高级投资组合管理有限责任公司 | 2,182 | 0.00 | 601 | 64.66 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 242,320 | 9.87 | 66,796 | 80.88 | ||||
2025-07-15 | 13F | 百达北美顾问公司 | 23,079 | -7.15 | 6,362 | 52.87 | ||||
2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 15,518 | 10.58 | 4,278 | 82.08 | ||||
2025-07-22 | 13F | 勤奋投资者有限责任公司 | 1,799 | 44.04 | 496 | 136.84 | ||||
2025-08-01 | 13F | 帕萨迪纳私人财富有限责任公司 | 2,062 | 0.10 | 568 | 65.12 | ||||
2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 289,516 | -2.46 | 79,805 | 60.58 | ||||
2025-07-25 | NP | PBCKX - 蓝筹基金机构类 | 1,267,383 | -1.93 | 306,795 | 19.04 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 614,611 | 10.22 | 169,418 | 81.47 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 2,106 | -21.86 | 1 | |||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | Put | 1,213 | ||||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-09 | 13F | 林肯资本公司 | 18,626 | -5.06 | 5,134 | 56.33 | ||||
2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 206,631 | 26.40 | 56,958 | 108.10 | ||||
2025-06-27 | NP | TWBIX - 平衡基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,295 | -5.11 | 11,797 | -17.46 | ||||
2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,219,766 | 7.28 | 1,747,689 | 30.22 | ||||
2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 1,166 | -1.69 | 321 | 62.12 | ||||
2025-07-11 | 13F | 春天资本管理有限公司 | 1,015 | 280 | ||||||
2025-07-24 | 13F | M.克劳斯公司 | 23,555 | -1.20 | 6,493 | 62.67 | ||||
2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-31 | 13F | 国民西敏寺集团有限公司 | 52,750 | 93.82 | 14,541 | 219.14 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 21,760 | -4.50 | 5,998 | 57.26 | ||||
2025-08-11 | 13F | 尼伦伯格投资管理公司 | Put | 3,200 | 0.00 | 882 | 64.86 | |||
2025-08-12 | 13F | Stelac咨询服务有限责任公司 | 1,334 | 17.95 | 368 | 94.18 | ||||
2025-07-15 | 13F | Am投资策略有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 东南资产顾问公司 | 1,817 | 0.61 | 501 | 65.56 | ||||
2025-08-26 | NP | QCGRRX - R1 级增长账户 | 9,692,005 | 0.00 | 2,671,601 | 64.64 | ||||
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 | 498,713 | -0.37 | 95,987 | -13.34 | ||||
2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | 诚信金融公司/西澳 | 969 | 267 | ||||||
2025-08-07 | 13F | 西北银行股份公司 | 5,105 | -5.29 | 1,407 | 55.99 | ||||
2025-08-06 | 13F | 遗产桥有限责任公司 | 29,916 | 4.06 | 8,246 | 71.33 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 20,189 | 0.36 | 5,565 | 65.23 | ||||
2025-03-21 | 13F | 前列腺集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 308,700 | -13.36 | 85,093 | 42.64 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 221,300 | -4.28 | 61,001 | 57.59 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | 3,154,235 | 5.27 | 869,465 | 73.29 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 1,520,704 | 0.55 | 419,182 | 65.54 | ||||
2025-07-11 | 13F | Ttp 投资公司 | 25,735 | 0.84 | 7,094 | 66.03 | ||||
2025-08-06 | 13F | 盈丰资产管理(北美)公司 | 43,866 | -11.69 | 12,095 | 45.41 | ||||
2025-08-08 | 13F | 凯普斯通财务顾问公司 | 4,369 | 139.79 | 1,204 | 294.75 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 41,747 | -64.57 | 11,508 | -41.68 | ||||
2025-07-30 | 13F | 天橡财富有限责任公司 | 4,592 | -12.87 | 1,266 | 43.42 | ||||
2025-08-26 | NP | QTEC - First Trust NASDAQ-100-科技行业指数基金 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 | 237,531 | -44.17 | 65,475 | -8.08 | ||||
2025-07-17 | 13F | 嘉信信托公司 | 26,138 | 0.61 | 7,205 | 65.65 | ||||
2025-08-14 | 13F | Melqart资产管理(英国)有限公司 | 135,938 | 50.55 | 37,471 | 147.87 | ||||
2025-08-22 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,960 | -1.39 | 15,701 | 62.37 | ||||
2025-08-12 | 13F | 企业金融服务公司 | 8,727 | 8.19 | 2,406 | 78.15 | ||||
2025-08-12 | 13F | 规划替代方案有限公司/adv | 2,138 | 589 | ||||||
2025-08-05 | 13F | Tme Financial, Inc. | 777 | 214 | ||||||
2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 150,558 | -2.91 | 41,501 | 59.85 | ||||
2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 7,371 | -40.56 | 2,032 | -2.17 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,201 | 5.12 | 5,017 | 73.12 | ||||
2025-07-25 | NP | USAWX - 世界增长基金股票 | 52,451 | 55.34 | 12,697 | 88.56 | ||||
2025-08-14 | 13F | 都铎金融公司 | 1,234 | -0.96 | 340 | 63.46 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 39,872,098 | 13.13 | 10,990,744 | 86.26 | ||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 369,854 | 0.85 | 101,950 | 66.03 | ||||
2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 8,683 | -11.56 | 2,102 | 7.30 | ||||
2025-07-24 | 13F | Krs资本管理有限公司 | 16,275 | 3.09 | 4,486 | 69.73 | ||||
2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 4,303 | 0.02 | 1,186 | 64.72 | ||||
2025-07-15 | 13F | 杰普森财富管理有限公司 | 13,289 | 0.36 | 3,663 | 65.30 | ||||
2025-07-11 | 13F | 维京基金管理有限公司 | 108,000 | -12.20 | 29,770 | 44.56 | ||||
2025-07-08 | 13F | 先行资本管理公司 | 1,032 | 284 | ||||||
2025-08-26 | NP | RAGTX - AllianzGI 科技基金 A | 308,700 | -15.89 | 85,093 | 38.48 | ||||
2025-07-15 | 13F | BNC 财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 13,859 | 3.63 | 4,050 | 80.84 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 306,028 | -2.17 | 84,356 | 61.06 | ||||
2025-08-08 | 13F | RAM投资伙伴有限责任公司 | 5,468 | 7.41 | 1,507 | 76.88 | ||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 26,349 | 23.45 | 7 | 133.33 | ||||
2025-08-06 | 13F | 本斯勒有限责任公司 | 26,876 | 18.50 | 7,409 | 95.10 | ||||
2025-08-12 | 13F | 坚决财富策略有限责任公司 | 1,415 | 14.11 | 390 | 88.41 | ||||
2025-08-05 | 13F | 马雷斯特资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 57,291 | -2.56 | 15,792 | 60.42 | ||||
2025-08-13 | 13F | Nearwater资本市场有限公司 | 1,358,274 | 33.65 | 374,408 | 120.04 | ||||
2025-08-08 | 13F | 艾伯塔省投资管理公司 | 53,100 | -49.60 | 14,637 | -17.01 | ||||
2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 430 | 59.26 | 119 | 162.22 | ||||
2025-08-12 | 13F | 新共和资本有限责任公司 | 8,135 | -1.43 | 2,242 | 62.35 | ||||
2025-07-30 | NP | OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股 | 5,000 | -56.52 | 1,210 | -47.23 | ||||
2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 90 | 15.38 | 22 | 40.00 | ||||
2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,247 | -9.96 | 16,278 | 9.29 | ||||
2025-07-15 | 13F | 第五第三银行 | 2,946,233 | -0.20 | 812,129 | 64.31 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 7,041,142 | 7.77 | 1,940,891 | 77.43 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 1,800 | -96.86 | 496 | -94.84 | |||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 641,910 | 9.07 | 176,943 | 79.57 | ||||
2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 95,342 | 136.97 | 18,350 | 106.13 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 1,135,215 | 2.51 | 312,923 | 68.77 | ||||
2025-08-14 | 13F | 斯廷博特资本合伙公司 | 44,225 | -44.72 | 12,191 | -8.99 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 4,143 | -10.65 | 1,142 | 47.16 | ||||
2025-08-14 | 13F | 认证咨询公司 | 3,116 | -5.75 | 859 | 55.15 | ||||
2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 11,319 | -1.93 | 3,120 | 61.49 | ||||
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 | 258,416 | 5.64 | 62,555 | 28.23 | ||||
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 | 167,816 | 666.46 | 32,300 | 13.45 | ||||
2025-07-29 | 13F | S-Bank基金管理有限公司 | 71,106 | -4.04 | 19,600 | 57.99 | ||||
2025-06-27 | NP | TWCUX - 超级基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 996,000 | -3.86 | 191,700 | -16.37 | ||||
2025-07-21 | 13F | 马特恩资本管理有限公司 | 44,109 | 4.42 | 12,159 | 71.92 | ||||
2025-05-15 | 13F | 阿蒙迪 | Call | 5 | -66.67 | |||||
2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 4,100 | 0.00 | 1,130 | 64.72 | ||||
2025-07-09 | 13F | 布洛吉特财富顾问有限公司 | 5,441 | -1.36 | 1,500 | 62.41 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 6,873 | 142.61 | 1,895 | 299.58 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 1,247,384 | 2.01 | 343,845 | 67.94 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 9,173 | 2.84 | 2,529 | 69.32 | ||||
2025-07-11 | 13F | 第一总理银行 | 1,274 | 49.88 | 0 | |||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4,371 | -2.26 | 1,205 | 60.96 | ||||
2025-08-11 | 13F | 霍普伍德金融服务公司 | 348 | 0.00 | 96 | 63.79 | ||||
2025-07-23 | 13F | 鹰策略有限责任公司 | 2,558 | 15.28 | 705 | 90.03 | ||||
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 | 127,778 | -82.34 | 30,931 | -73.63 | ||||
2025-06-03 | 13F/A | 奥马哈第一国民银行 | 34,392 | 8,763.92 | 5,758 | 1,229.79 | ||||
2025-07-14 | 13F | 富达财富管理 | 12,633 | 0.22 | 3,482 | 65.02 | ||||
2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 139,127 | -1.70 | 33,678 | 19.32 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 4,834 | -99.83 | 1 | -99.78 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 999,170 | 1.46 | 241,869 | 23.16 | ||||
2025-08-12 | 13F | RPG 投资咨询有限责任公司 | 2,951 | -49.38 | 813 | -16.70 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 38,647 | -7.39 | 10,653 | 52.47 | ||||
2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 2,088,942 | 11.83 | 505,670 | 35.74 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 1,731,701 | 11.42 | 477,343 | 83.43 | ||||
2025-07-07 | 13F | 西联银行 | 363,300 | -1.82 | 100,144 | 61.64 | ||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 144,774 | 5.66 | 35,045 | 28.26 | ||||
2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 8,698 | 2 | ||||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 2,776,951 | 1.45 | 765,467 | 67.02 | ||||
2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 249,660 | 0.00 | 68,819 | 64.64 | ||||
2025-08-14 | 13F | 沙山全球顾问有限公司 | 37,157 | -0.82 | 10,242 | 63.30 | ||||
2025-07-01 | 13F | Legacy Wealth Management,有限责任公司/MS | 7,604 | -12.03 | 2,096 | 44.85 | ||||
2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 155,987 | 0.20 | 43,034 | 64.86 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 103,163 | 7.37 | 28,437 | 76.76 | ||||
2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,230,620 | 0.38 | 429,327 | -12.69 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,207 | -66.89 | 608 | -45.47 | ||||
2025-07-23 | 13F | Motiv8 投资有限责任公司 | 5,707 | 11.92 | 1,573 | 84.41 | ||||
2025-07-10 | 13F | 麦克休集团有限公司 | 8,402 | 0.00 | 2,316 | 64.72 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 279,826 | 7.39 | 77,134 | 76.81 | ||||
2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 2,975 | -0.10 | 1 | |||||
2025-08-13 | 13F | 阿德莫尔路资产管理有限公司 | 200,000 | 55,130 | ||||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 544,047 | 14.42 | 149,967 | 88.38 | ||||
2025-07-24 | 13F | 莫斯利投资管理公司 | 34,367 | 3.06 | 9,473 | 69.68 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 6,767 | 8.74 | 1,865 | 79.15 | ||||
2025-04-01 | NP | QYLE - Global X 纳斯达克 100 ESG 备兑看涨 ETF | 724 | -37.42 | 160 | -18.37 | ||||
2025-08-14 | 13F | 德肖公司 | Put | 1,515,600 | 2.19 | 417,775 | 68.24 | |||
2025-08-14 | 13F | 德肖公司 | 2,217,545 | -39.17 | 611,266 | 0.14 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 74,872 | 17.04 | 14,411 | 1.80 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 408,725 | 2.61 | 112,665 | 68.93 | ||||
2025-08-12 | 13F | Intellus 顾问有限公司 | 55,980 | -0.91 | 15,431 | 63.14 | ||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 214,373 | 59.38 | 59,092 | 162.41 | ||||
2025-08-28 | NP | TOPT - iShares 前 20 名美国股票 ETF | 41,048 | 4.11 | 11,315 | 71.40 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 212,926 | 9.19 | 58,693 | 79.77 | ||||
2025-08-12 | 13F | TCP资产管理有限责任公司 | 1,224 | 337 | ||||||
2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 3,050 | -0.65 | 841 | 63.42 | ||||
2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 4,866 | 4.20 | 1,339 | 71.32 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 952 | 1.60 | 262 | 67.95 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 1,158,196 | 10.72 | 222,918 | -3.69 | ||||
2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 11,776 | -9.39 | 3,246 | 49.06 | ||||
2025-09-11 | NP | FPCGX - 福特匹兹堡资本总回报基金 | 11,719 | -2.28 | 3,442 | 49.09 | ||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 421,500 | -14.45 | 116 | 41.46 | |||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 497 | 137 | ||||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 354,500 | -17.08 | 98 | 36.62 | |||
2025-06-27 | NP | TWCIX - 选择基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 393,800 | -10.19 | 75,795 | -21.88 | ||||
2025-08-11 | 13F | 王国金融集团有限责任公司。 | 1,485 | 410 | ||||||
2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 48,991 | -8.99 | 13,504 | 49.84 | ||||
2025-07-10 | 13F | 三季财富有限责任公司 | 2,103 | 75.25 | 580 | 189.50 | ||||
2025-07-25 | 13F | 指数基金顾问公司 | 1,463 | -2.92 | 403 | 59.92 | ||||
2025-07-29 | 13F | 向量研究管理有限责任公司 | 1,130 | 311 | ||||||
2025-08-04 | 13F | 约瑟夫·P·露西亚联合有限责任公司 | 1,481 | 408 | ||||||
2025-07-30 | 13F | 海湾国际银行(英国)有限公司 | 229,789 | -10.17 | 63 | 50.00 | ||||
2025-07-11 | 13F | 兰兹金融有限责任公司 | 3,283 | 1.42 | 905 | 66.97 | ||||
2025-07-08 | 13F | 阿特拉斯·布朗公司 | 1,660 | 27.20 | 458 | 109.63 | ||||
2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 反向核心基金 1 级 | 127,939 | 35,266 | ||||||
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 | 10,731 | -74.73 | 2,065 | -78.02 | ||||
2025-07-17 | 13F | 圣犀牛资本有限公司 | 6,303 | -1.32 | 1,737 | 62.49 | ||||
2025-07-16 | 13F | Vestia 个人财富顾问 | 1,968 | -1.01 | 543 | 63.25 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 408,900 | 21.99 | 112,713 | 100.84 | |||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 8,565 | 70.11 | 2,361 | 179.95 | ||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 9,463 | 1.40 | 2,608 | 66.97 | ||||
2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 795 | 219 | ||||||
2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 7,414 | 8.84 | 2,044 | 79.21 | ||||
2025-07-07 | 13F | 泰勒摩根财富管理有限责任公司 | 12,118 | 0.16 | 3,340 | 64.94 | ||||
2025-07-16 | 13F | 欧文·拉鲁有限责任公司 | 8,205 | 177.38 | 2,262 | 356.77 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 134,578 | -27.22 | 37,096 | 19.82 | ||||
2025-08-07 | 13F | 维鲁斯资本合伙公司 | 7,299 | -3.18 | 2,012 | 59.35 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | Call | 276 | 64.67 | |||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 180,900 | 26.98 | 49,865 | 109.05 | ||||
2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 9,719 | 0.26 | 2,679 | 65.06 | ||||
2025-07-23 | 13F | 帕克圆公司 | 1,000 | 0.00 | 276 | 64.67 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 1,125,500 | 310,193 | |||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 687,500 | 189,478 | |||||
2025-08-27 | NP | IASMX - 吉尼斯阿特金森亚洲焦点基金 | 1,367 | -53.34 | 377 | -23.27 | ||||
2025-04-30 | 13F | 永融(香港)资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | 849,595 | 3.26 | 234,153 | 70.11 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 7,378 | 831.57 | 2,034 | 93.80 | ||||
2025-08-05 | 13F | 尼古拉斯公司 | 44,377 | -15.89 | 12,233 | 38.48 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 213,433 | 1.18 | 58,833 | 66.58 | ||||
2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 2,797 | 0.00 | 771 | 64.53 | ||||
2025-08-15 | 13F | CTC有限公司 | Call | 2,489,500 | 0.38 | 686,231 | 65.26 | |||
2025-08-15 | 13F | CTC有限公司 | Put | 2,554,900 | -17.04 | 704,258 | 36.58 | |||
2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 5,207 | 1,435 | ||||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 135,074 | 1.52 | 37,233 | 67.14 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 1,280 | 4.23 | 353 | 71.71 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 573 | -7.43 | 158 | 52.43 | ||||
2025-08-26 | NP | UEIPX - UBS Engage For Impact 基金 P 级 | 10,163 | -2.95 | 2,801 | 59.78 | ||||
2025-07-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 28,092 | -6.41 | 6,800 | 13.62 | ||||
2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 366 | 632.00 | 101 | 1,162.50 | ||||
2025-08-06 | 13F | 自律投资者有限责任公司 | 2,335 | 2.32 | 644 | 68.32 | ||||
2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 4,064 | 20.77 | 1,120 | 98.93 | ||||
2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 133,977 | 40.67 | 36,931 | 131.59 | ||||
2025-03-28 | NP | WLTG - WealthTrust DBS 长期增长 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | PSI - Invesco Dynamic Semiconductors 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 | 171,055 | -22.31 | 32,923 | -32.43 | ||||
2025-07-21 | 13F | Verus 金融合作伙伴公司 | 1,137 | 316 | ||||||
2025-07-18 | 13F | TPG 顾问有限公司 | 930 | 256 | ||||||
2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 39,743 | -0.64 | 10,955 | 63.58 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 129,203 | 191.98 | 35,615 | 380.75 | ||||
2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 70,131 | 0.00 | 19,332 | 64.63 | ||||
2025-08-07 | 13F | 辛辛那提专业保险商保险公司 | 389,500 | 0.00 | 107,366 | 64.64 | ||||
2025-04-16 | 13F | 林氏集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 64,316 | 32.89 | 18 | 112.50 | ||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 39 | 11 | ||||||
2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 3,475 | -5.18 | 958 | 56.12 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 11,075 | -1.96 | 3,053 | 61.40 | ||||
2025-07-09 | 13F | 奥瑟资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 古铁雷斯财富咨询有限责任公司 | 2,447 | -23.07 | 675 | 26.69 | ||||
2025-08-12 | 13F | 巴尔 ES & Co | 5,836 | 0.00 | 1,609 | 64.59 | ||||
2025-08-07 | 13F | 投资管理公司 /va/ /adv | 80 | 0.00 | 22 | 69.23 | ||||
2025-07-18 | 13F | 中银香港资产管理有限公司 | 2,500 | 689 | ||||||
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 | 94,283 | -3.90 | 18,147 | -16.41 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 19,514 | -9.97 | 5,375 | 47.64 | ||||
2025-08-28 | NP | SCLAX - SIMT 多资产资本稳定基金 F 级 | 13,460 | -58.30 | 3,710 | -31.35 | ||||
2025-05-14 | 13F | ExodusPoint 资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-14 | 13F | ExodusPoint 资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 1,502,835 | 0.30 | 414,256 | 65.12 | ||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-23 | 13F | 马萨诸塞州财富管理 | 1,090 | 300 | ||||||
2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,353,799 | 19.63 | 811,854 | 45.21 | ||||
2025-07-11 | 13F | 山顶财富顾问有限公司 | 748 | 206 | ||||||
2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 3,660 | 8.61 | 1,009 | 78.72 | ||||
2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 12,870 | 29.09 | 2,155 | -6.79 | ||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 4,878 | -13.85 | 1,345 | 41.92 | ||||
2025-07-31 | 13F | 汉隆投资管理有限公司 | 6,408 | -7.90 | 1,766 | 51.72 | ||||
2025-07-30 | 13F | TFB 顾问有限责任公司 | 8,681 | 11.20 | 2,393 | 83.01 | ||||
2025-08-14 | 13F | 考德威尔投资管理有限公司 | 6,800 | 88.89 | 1,872 | 209.42 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 68,993 | -52.78 | 19,011 | -22.28 | ||||
2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 13,437 | -1.93 | 3,704 | 61.49 | ||||
2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 16,240 | 1.01 | 4,477 | 66.33 | ||||
2025-05-13 | 13F | Tableaux 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Q基金管理(香港)有限公司 | 48,000 | 1,448.39 | 13,231 | 2,449.33 | ||||
2025-07-17 | 13F | RBA 财富管理有限责任公司 | 32,538 | -2.15 | 8,969 | 61.11 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 41,338 | -0.65 | 10,007 | 20.58 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 13,059 | 13.18 | 3,599 | 86.38 | ||||
2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 52,237 | -1.52 | 14,399 | 62.13 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 82,202 | -8.21 | 22,659 | 51.11 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 19,500 | 5,375 | ||||||
2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 20,000 | 5,513 | |||||
2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 148,541 | -6.52 | 40,945 | 53.91 | ||||
2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 1,164 | 321 | ||||||
2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 4,992 | 13.87 | 1,375 | 87.19 | ||||
2025-08-14 | 13F | 南岸银行 | 229,290 | 0.84 | 63,204 | 66.02 | ||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 6,453 | 44.20 | 1,779 | 137.38 | ||||
2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | JAKWX - 约翰汉考克纪律价值全球多空基金类别资产净值 | 19,219 | 5,298 | ||||||
2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 649,212 | -2.57 | 178,955 | 60.41 | ||||
2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 556,458 | 3.66 | 153,388 | 70.67 | ||||
2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 4,300 | 16.88 | 1,041 | 41.88 | ||||
2025-08-01 | 13F | 资本投资顾问有限公司 | Call | 2,000 | 3 | |||||
2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 12,001 | 1.67 | 3,308 | 67.41 | ||||
2025-08-01 | 13F | 资本投资顾问有限公司 | 75,727 | -13.94 | 20,874 | 41.68 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 270,510 | -24.82 | 74,566 | 23.78 | ||||
2025-08-14 | 13F | 韦斯资产管理有限公司 | Put | 100,000 | 0.00 | 27,565 | 64.64 | |||
2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 149,017 | -1.33 | 36,073 | 19.76 | ||||
2025-07-24 | 13F | 本德罗伯特事务所 | 775 | 214 | ||||||
2025-08-14 | 13F | 韦斯资产管理有限公司 | 89,105 | -10.11 | 24,562 | 47.98 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 49,439 | -8.94 | 9,516 | -20.79 | ||||
2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 70 | 0.00 | 19 | 72.73 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,480,789 | 16.98 | 842,595 | 41.99 | ||||
2025-07-24 | 13F | 奥罗拉私人财富公司 | 3,764 | -1.65 | 1 | |||||
2025-08-28 | NP | WMKGX - WesMark 成长基金 | 31,540 | -46.94 | 8,694 | -12.64 | ||||
2025-08-07 | 13F | 第一来源银行 | 30,907 | 0.52 | 8,520 | 65.48 | ||||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,036 | -38.95 | 199 | -46.93 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 1,120,737 | -5.69 | 308,931 | 55.27 | ||||
2025-08-14 | 13F | 马内全球资本管理有限公司 | 235,466 | 10.69 | 64,906 | 82.24 | ||||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 21,166,442 | 9.59 | 5,123,761 | 33.03 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 4,096,579 | -9.75 | 1,129,188 | 48.56 | ||||
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 | 13,255 | -59.10 | 2,551 | -59.10 | ||||
2025-07-16 | 13F | 百达银行和Cie Sa银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F | 埃克索资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FDVV - 富达高股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 479,483 | -13.51 | 92,286 | -24.77 | ||||
2025-08-26 | NP | 贝莱德资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,978 | 28.98 | 18,187 | 112.35 | ||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 429 | 124.61 | 72 | 61.36 | ||||
2025-07-30 | 13F | Bcm 顾问有限公司 | 26,024 | 0.00 | 7,740 | 46.07 | ||||
2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 303,031 | 56.25 | 83,530 | 157.24 | ||||
2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 14,200 | -23.66 | 2,733 | -33.58 | ||||
2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 224,875 | -12.10 | 61,987 | 44.71 | ||||
2025-06-18 | NP | NWJCX - 全国 Ziegler NYSE Arca Tech 100 指数基金 A 类 | 35,145 | -3.47 | 6,764 | -16.04 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 3,847 | 2.81 | 1 | |||||
2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 4,945 | 2.40 | 1 | |||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 8,554 | 46.62 | 2,358 | 141.50 | ||||
2025-07-23 | 13F | 第一招商局 | 175,306 | -10.60 | 48,323 | 47.19 | ||||
2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,553 | -6.84 | 428 | 53.41 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 976,069 | 6.69 | 269,053 | 75.65 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,091 | -0.10 | 16,288 | 64.48 | ||||
2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 543 | 0.00 | 150 | 65.56 | ||||
2025-08-26 | NP | JOGEX - JOHCM 全球精选基金顾问股票 | 812 | -72.53 | 224 | -54.86 | ||||
2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,766 | 487 | ||||||
2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | NP | AIQ - Global X 未来分析科技 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 | 406,278 | 0.14 | 98,348 | 21.55 | ||||
2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 251,341 | -14.36 | 60,842 | 3.95 | ||||
2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 14,918 | -8.62 | 4,112 | 50.46 | ||||
2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-09-11 | NP | CFGRX - 成长基金股票 | 34,570 | 22.92 | 10,153 | 87.57 | ||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,300 | 50.64 | 358 | 148.61 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 9,442 | 2.46 | 2,603 | 68.74 | ||||
2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 15,910 | 5.29 | 4 | 100.00 | ||||
2025-08-12 | 13F | 真实与真实有限责任公司 | 213,283 | -1.18 | 58,792 | 62.70 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 104,200 | 6.24 | 28,723 | 74.91 | ||||
2025-08-12 | 13F | Proem 顾问有限责任公司 | 60,000 | 50.00 | 16,539 | 146.96 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,956 | 87.90 | 539 | 209.77 | ||||
2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 14,436 | -11.08 | 3,495 | 7.94 | ||||
2025-07-09 | 13F | 伯尔金融服务有限责任公司 | 34,965 | 11.29 | 9,638 | 83.23 | ||||
2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准 | 3,911 | 0.00 | 1,078 | 64.83 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 644,125 | -5.67 | 170,475 | 47.62 | ||||
2025-08-28 | NP | XSD - SPDR(R) S&P(R) 半导体 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 | 141,298 | -11.10 | 38,949 | 46.37 | ||||
2025-08-26 | NP | QGRPX - 瑞银美国优质增长合理价格基金 P 类 | 62,497 | -1.74 | 17,227 | 61.77 | ||||
2025-07-09 | NP | Putnam ETF 信托 - Putnam 可持续领导者 ETF - | 100,134 | 3.40 | 24,239 | 25.51 | ||||
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 | 7,630 | -30.88 | 1,469 | -39.89 | ||||
2025-08-14 | 13F | 基石资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 4,870 | 0.00 | 815 | 0.00 | ||||
2025-07-24 | 13F | PDS 规划公司 | 27,680 | 4.61 | 7,630 | 72.23 | ||||
2025-08-13 | 13F | 德布洛集团公司 | 118,905 | -5.90 | 32,776 | 54.93 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 275,036 | -14.31 | 75,814 | 41.07 | ||||
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 | 2,165,400 | 56.55 | 596,893 | 157.74 | ||||
2025-08-27 | NP | MGRIX - Marsico 成长基金 | 55,617 | -3.96 | 15,331 | 14.19 | ||||
2025-08-14 | 13F | PYA沃尔特曼资本有限责任公司 | 21,971 | -0.18 | 6,056 | 64.34 | ||||
2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 139,050 | 0.88 | 38,329 | 66.08 | ||||
2025-07-31 | 13F | 最佳投资顾问 | 13,743 | -0.32 | 3,788 | 64.12 | ||||
2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 17,510 | -2.18 | 4,827 | 61.08 | ||||
2025-07-24 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 2,767 | 0.00 | 763 | 63.52 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-16 | 13F | 肯德尔资本管理公司 | 54,037 | -1.55 | 14,895 | 62.10 | ||||
2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 18,767 | -9.80 | 5,173 | 48.52 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 882,090 | 5.95 | 243,148 | 74.44 | ||||
2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 20 | 233.33 | 6 | 400.00 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 652 | -19.61 | 180 | 32.59 | ||||
2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 279,911 | -8.25 | 53,874 | -20.19 | ||||
2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 708 | 0.85 | 195 | 66.67 | ||||
2025-06-25 | NP | IDIVX - 诚信红利丰收基金,A类 | 123,000 | 0.00 | 23,674 | -13.02 | ||||
2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 29,587 | 4.57 | 7,833 | 60.85 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 全球增长 II 级 | 8,008 | -9.02 | 2,207 | 49.83 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 14,588 | -0.57 | 4,021 | 63.72 | ||||
2025-08-25 | NP | RGOIX - RBC 全球机会基金 I 级 | 38,700 | -12.24 | 10,668 | 44.48 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 579,651 | -15.10 | 160 | 39.47 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 140 | -13.58 | 39 | 40.74 | ||||
2025-07-17 | 13F | 约翰逊比克斯比有限公司 | 970 | 267 | ||||||
2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 44,160 | -2.05 | 12,173 | 61.26 | ||||
2025-07-09 | 13F | 灯塔金融集团 | 10,789 | 10.71 | 2,974 | 82.28 | ||||
2025-07-11 | 13F | 格兰特私人财富管理公司 | 845 | -90.09 | 233 | -83.57 | ||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 牛津金融集团有限公司 | 10,322 | 42.75 | 2,845 | 135.12 | ||||
2025-06-30 | NP | TRFK - Pacer 数据和数字革命 ETF | 27,402 | -16.27 | 5,274 | -27.16 | ||||
2025-07-21 | 13F | 111资本 | 36,426 | 10,041 | ||||||
2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 3,490 | 3.38 | 962 | 70.09 | ||||
2025-08-07 | 13F | 野山羊财富顾问 | 169,278 | 11.46 | 46,661 | 83.51 | ||||
2025-07-16 | 13F | 五大洋顾问 | 8,371 | 0.86 | 2,307 | 66.09 | ||||
2025-08-15 | 13F | 费尔菲尔德布什公司 | 27,225 | -1.70 | 7,505 | 61.86 | ||||
2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 15,494 | -5.17 | 4,271 | 56.12 | ||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 50,111 | -44.53 | 13,813 | -8.67 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 1,476,824 | -2.10 | 406,372 | 60.90 | ||||
2025-08-13 | 13F | 埃奇伍德管理有限公司 | 5,700,847 | 1,571,438 | ||||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 9,915,100 | -16.23 | 2,733,097 | 37.91 | |||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 7,713,200 | -10.24 | 2,126,144 | 47.78 | |||
2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 965 | 266 | ||||||
2025-08-14 | 13F | 简街集团有限责任公司 | 162,975 | -97.79 | 44,924 | -96.36 | ||||
2025-08-14 | 13F | 卢普基金有限责任公司 | 55,503 | -21.32 | 15,299 | 29.53 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 182,378 | 1,118.21 | 50,272 | 1,906.07 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 2,444,985 | 27.69 | 673,960 | 110.23 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 12,500,400 | -10.74 | 3,445,735 | 46.96 | |||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 93,688 | 150.48 | 25,825 | 312.41 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 13,634,000 | -13.08 | 3,758,212 | 43.10 | |||
2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 2,543 | -67.52 | 701 | -46.56 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 102,657 | 1.99 | 28,297 | 67.90 | ||||
2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 316,918 | 13.43 | 87,358 | 86.75 | ||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 422,982 | -0.40 | 102,391 | 20.89 | ||||
2025-08-07 | 13F | 英杰华公司 | 4,416,843 | 10.83 | 1,217,503 | 82.47 | ||||
2025-07-15 | 13F | 肯塔基信托公司 | 713 | 0.00 | 197 | 64.71 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 7,096,314 | 3.41 | 1,956,055 | 70.25 | ||||
2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 3,039 | 0.00 | 838 | 64.76 | ||||
2025-08-06 | 13F | 米德尔顿公司/马 | 137,356 | -4.14 | 37,862 | 57.82 | ||||
2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 198,815 | 49.12 | 54,803 | 145.51 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 34,474,085 | 1.84 | 9,501,590 | 67.63 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通美国科技领袖基金 Y 级 | 1,990 | -8.88 | 549 | 50.14 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 27,811 | -21.14 | 7,666 | 29.84 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 30,722 | 0.02 | 8,469 | 64.65 | ||||
2025-07-07 | 13F | 彼得森财富顾问有限责任公司 | 1,093 | 301 | ||||||
2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 29,451 | 277.58 | 8,118 | 522.07 | ||||
2025-08-14 | 13F | 联信银行 | 1,112,683 | 3.26 | 306,711 | 70.00 | ||||
2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,133,016 | 0.80 | 274,269 | 22.36 | ||||
2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 5,131 | -8.18 | 1,414 | 51.23 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 687 | 13.18 | 189 | 87.13 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 33,090 | 14.46 | 9,121 | 88.45 | ||||
2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 18,349 | -2.14 | 5,058 | 61.10 | ||||
2025-08-14 | 13F | 第一曼哈顿公司 | 2,262,891 | -1.21 | 623,766 | 62.65 | ||||
2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,355,803 | 25.36 | 260,951 | 9.05 | ||||
2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 849,894 | -6.45 | 142,298 | -32.44 | ||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 5,233 | 1,442 | ||||||
2025-08-06 | 13F | 西蒙斯银行 | 21,984 | 1.07 | 6,060 | 66.41 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 12,982 | 9.49 | 3,747 | 83.50 | ||||
2025-08-14 | 13F | Fwl投资管理有限公司 | 1,133 | 8.94 | 312 | 79.31 | ||||
2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 18,132 | 189.60 | 4,998 | 376.91 | ||||
2025-07-23 | 13F | 韦克罗斯投资管理公司 | 1,160 | 320 | ||||||
2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 2,802 | 7.07 | 772 | 76.26 | ||||
2025-07-23 | 13F | 定义财务规划有限责任公司 | 3,478 | -4.74 | 977 | 58.86 | ||||
2025-07-25 | 13F | CWM有限公司 | 578,944 | 0.71 | 160 | 65.63 | ||||
2025-08-29 | NP | IIAX - 大盘股票基金类 AMF | 8,400 | -12.50 | 2,315 | 44.06 | ||||
2025-08-11 | 13F | AXS 投资有限责任公司 | 3,669 | -53.04 | 1,011 | -22.71 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 169,317 | -13.86 | 46,672 | 41.82 | ||||
2025-05-16 | 13F | 协调金融服务有限公司/CO | 4,109 | 821.30 | 688 | -3.92 | ||||
2025-04-16 | 13F | 帕卢斯资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 4,014 | 1.26 | 1,106 | 66.82 | ||||
2025-07-16 | 13F/A | CX 机构 | 100,410 | 5.05 | 28 | 68.75 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 764,338 | 24.06 | 211,228 | 104.77 | ||||
2025-08-13 | 13F | 第1832章 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 39,143 | 44,891.95 | 0 | -100.00 | ||||
2025-08-13 | 13F | 正确资本财富管理 | 8,677 | 2.03 | 2,392 | 68.03 | ||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 133,743 | 2.05 | 36,866 | 68.02 | ||||
2025-08-15 | 13F | 公平控股公司 | 98,622 | 25.25 | 27,185 | 106.21 | ||||
2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 3,602 | -21.78 | 1,045 | 32.78 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A2 系列 | 3,982 | -8.29 | 1,098 | 51.10 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 6,903 | 9.43 | 1,329 | -4.80 | ||||
2025-07-29 | 13F | 奥特溪顾问有限责任公司 | 9,505 | -60.57 | 2,620 | -35.07 | ||||
2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 8,524 | -2.54 | 2,350 | 60.45 | ||||
2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 384 | -37.76 | 74 | -46.32 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 90,000 | -66.67 | 0 | -100.00 | |||
2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 2,308 | -2.41 | 636 | 61.01 | ||||
2025-07-18 | 13F | 罗格科,Lp | 5,614 | -11.18 | 1,547 | 46.22 | ||||
2025-08-12 | 13F | 美国世纪公司 | 8,278,738 | 5.45 | 2,282,034 | 73.61 | ||||
2025-07-31 | 13F | 沙克投资有限公司/哦 | 42,255 | 14.03 | 11,648 | 87.73 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 49,904 | 1.52 | 15,055 | 59.25 | ||||
2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,609 | 12.64 | 6,683 | 36.72 | ||||
2025-08-01 | 13F | 遗产财富管理公司/德克萨斯州 | 1,452 | 1.54 | 400 | 67.36 | ||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 69,649 | -0.33 | 19,199 | 64.10 | ||||
2025-06-11 | NP | SGGAX - DWS 大盘焦点成长基金 A 类 | 46,251 | 7.62 | 8,902 | -6.39 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 66,251 | 0.95 | 18,262 | 66.20 | ||||
2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 3,486 | 961 | ||||||
2025-08-14 | 13F | 富国银行/百万 | 23,979,255 | -0.43 | 6,609,882 | 63.92 | ||||
2025-08-14 | 13F | 富国银行/百万 | Put | 35,400 | -65.02 | 9,758 | -42.41 | |||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 549 | 3.58 | 151 | 71.59 | ||||
2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 53,593 | -0.44 | 14,773 | 63.91 | ||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 598 | -26.81 | 115 | -36.11 | ||||
2025-08-18 | NP | 太平洋精选基金 - Main Street 核心投资组合 I 类 | 285,970 | -20.28 | 78,828 | 31.26 | ||||
2025-08-14 | 13F | 湾街资本有限责任公司 | 1,200 | 0.00 | 331 | 65.00 | ||||
2025-08-14 | 13F | 贝克尔资本管理公司 | 32,667 | -0.85 | 9,005 | 63.23 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 25,661 | -22.74 | 4,296 | -44.21 | ||||
2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 21,327 | 21.38 | 5,163 | 47.32 | ||||
2025-07-28 | NP | NBGX - 路博迈成长ETF | 2,090 | -4.08 | 506 | 16.36 | ||||
2025-07-24 | 13F | 洞察投资有限责任公司 | 2,186 | -19.48 | 603 | 32.60 | ||||
2025-08-12 | 13F | 战略顾问有限责任公司 | 17,633 | 8.42 | 4,861 | 78.55 | ||||
2025-07-21 | 13F | 巴顿投资管理公司 | 1,040 | 287 | ||||||
2025-08-11 | 13F | FSA财富管理有限责任公司 | 101 | 0.00 | 28 | 68.75 | ||||
2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 22,842 | 0.95 | 6,297 | 66.21 | ||||
2025-08-22 | NP | FTRNX - 富达趋势基金 | 513,300 | 5.34 | 141,491 | 73.42 | ||||
2025-08-06 | 13F | 霍尔马克资本管理公司 | 142,723 | -4.89 | 39,342 | 56.58 | ||||
2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 3,884,755 | 107.50 | 940,383 | 151.86 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 65,131 | 25.30 | 12,536 | 8.99 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 46,917 | 45.61 | 12,933 | 139.75 | ||||
2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 195,538 | 2.75 | 37,635 | -10.62 | ||||
2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 275,870 | -33.58 | 53,097 | -42.22 | ||||
2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 119,210 | -6.29 | 32,860 | 54.29 | ||||
2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 8,984 | -41.68 | 1,729 | -49.27 | ||||
2025-08-28 | NP | RGRYX - Victory RS成长基金Y类 | 40,490 | -1.94 | 11,161 | 61.45 | ||||
2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 18,243 | -0.99 | 5,029 | 63.04 | ||||
2025-08-07 | 13F | Gs 投资公司 | 11,204 | -1.69 | 3,088 | 61.84 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 2,375 | -77.60 | 655 | -63.15 | ||||
2025-07-10 | 13F | 科扎克联合公司 | 6,779 | 0.03 | 1,884 | 55.88 | ||||
2025-07-23 | 13F | 阿卡迪亚投资顾问有限公司 | 16 | 4 | ||||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 1,921,754 | -9.63 | 529,731 | 48.78 | ||||
2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 5,673 | -15.20 | 1,564 | 39.55 | ||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 5,150 | 1,420 | ||||||
2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 1,144,226 | 26.42 | 276,983 | 53.46 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | -208 | -32.79 | ||||||
2025-08-14 | 13F | Albar资本合伙公司 | 27,138 | 7,481 | ||||||
2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 32,469 | 0.00 | 7,860 | 21.37 | ||||
2025-08-14 | 13F | 索罗斯资本管理公司 | 37,150 | 242.33 | 10,240 | 463.88 | ||||
2025-08-01 | 13F | 绿色阿尔法顾问有限责任公司 | 6,467 | -7.10 | 1,783 | 52.96 | ||||
2025-07-23 | 13F | 黄金储备退休有限责任公司 | 14,056 | 3,875 | ||||||
2025-08-26 | NP | 贝莱德战略全球债券基金公司 - 贝莱德战略全球债券基金公司投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 276 | 0.00 | 76 | 65.22 | ||||
2025-08-14 | 13F | 离子资本管理有限公司 | 2,300 | 634 | ||||||
2025-08-13 | 13F | 首都国际有限公司 | 995,287 | -1.62 | 274,351 | 61.97 | ||||
2025-07-25 | 13F | 谷溪资本集团有限公司 | 16,191 | -5.13 | 4,463 | 56.18 | ||||
2025-08-14 | 13F | Point72 亚洲(新加坡)私人有限公司有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 58,390 | 3.18 | 16,095 | 69.86 | ||||
2025-07-28 | 13F | 港口投资公司 | 28,337 | 4.73 | 7,811 | 72.43 | ||||
2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 402,927 | 34.54 | 97,537 | 63.31 | ||||
2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 136,560 | 13.49 | 37,643 | 86.85 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 2,126,704 | -19.36 | 586,226 | 32.76 | ||||
2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 2,269 | 31.00 | 626 | 116.26 | ||||
2025-07-23 | 13F | IMZ 咨询公司 | 2,105 | -5.39 | 596 | 60.22 | ||||
2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 75,497 | -8.99 | 20,811 | 49.83 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -23 | -6 | |||||
2025-07-18 | 13F | 全景资本合伙有限公司 | 1,895 | 12.53 | 521 | 98.85 | ||||
2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 181 | -59.78 | 50 | -34.67 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 468,288 | 6.59 | 129,084 | 75.48 | ||||
2025-08-13 | 13F | 河流财富顾问有限责任公司 | 2,256 | 16.35 | 622 | 91.67 | ||||
2025-07-30 | 13F | 退休计划小组 | 3,973 | 3.52 | 1,095 | 70.56 | ||||
2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 27,157 | -5.23 | 7,486 | 56.00 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 22,422 | 12.23 | 6,181 | 84.81 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 909,763 | 67.66 | 250,776 | 176.03 | ||||
2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 883 | 0 | ||||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 120,749 | -3.46 | 33,285 | 58.93 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 262,025 | 1.16 | 72,227 | 66.54 | ||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 8,178 | 4.75 | 1,574 | -8.86 | ||||
2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,367 | 73.18 | 21,602 | 185.12 | ||||
2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 3,498 | -21.60 | 964 | 29.05 | ||||
2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 229 | 0.00 | 44 | -12.00 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 533 | 147 | ||||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 950,587 | 3.29 | 230,109 | 25.38 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 244 | 8.44 | 47 | -6.12 | ||||
2025-07-11 | 13F | 卡迪纳尔资本管理公司 | 97,010 | -8.70 | 26,741 | 50.31 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 270,662 | -4.52 | 74,608 | 57.19 | ||||
2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 4,537,606 | -4.78 | 1,250,791 | 56.76 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 1,672,300 | 2.49 | 461 | 68.50 | ||||
2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 25,509 | -65.50 | 7,032 | -44.88 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 393,367 | -1.71 | 108,432 | 61.81 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 143 | 0.00 | 28 | -12.90 | ||||
2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 705 | 14.63 | 194 | 88.35 | ||||
2025-08-13 | 13F | 蓝鲸资本 | 596,017 | -3.75 | 164,292 | 58.47 | ||||
2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 113,838 | -11.53 | 27,557 | 7.39 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 3,436 | 64.32 | 947 | 170.57 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 259 | 2.37 | 50 | -10.91 | ||||
2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 6,627 | -22.07 | 1,110 | -43.73 | ||||
2025-07-11 | 13F | AA 财务顾问有限责任公司 | 18,514 | 13.78 | 5,103 | 87.33 | ||||
2025-08-14 | 13F | 马克资产管理公司 | Call | 48,000 | 0.00 | 13,231 | 64.65 | |||
2025-05-09 | 13F | 华盛顿增长战略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 平行顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 344,820 | -6.15 | 95,048 | 54.52 | ||||
2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 1,152,872 | -0.51 | 221,893 | -13.46 | ||||
2025-08-27 | NP | DIVS - SmartETF 股息生成器 ETF | 4,804 | 0.00 | 1,324 | 64.68 | ||||
2025-06-26 | NP | ELCV-Eventide 高股息 ETF | 4,815 | -45.19 | 927 | -52.34 | ||||
2025-08-28 | NP | CHDEX - Cullen 高股息股票基金零售类 | 72,239 | -2.09 | 19,913 | 61.20 | ||||
2025-08-11 | 13F | 一资本管理有限责任公司 | 32,938 | 3.31 | 9,080 | 70.08 | ||||
2025-08-14 | 13F | 票据顾问有限公司 | 1,450 | 0.00 | 400 | 64.88 | ||||
2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | AIM INTERNATIONAL 互惠基金(INVESCO INTERNATIONAL 互惠基金)- Invesco Oppenheimer 全球焦点基金 R6 级 | 48,939 | 0.00 | 9,419 | -13.01 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 38,474 | -0.43 | 11 | 66.67 | ||||
2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 117 | -3.31 | 23 | -15.38 | ||||
2025-08-04 | 13F | 财务规划合作伙伴 | 1,457 | 0.00 | 402 | 65.02 | ||||
2025-07-21 | 13F | 三合财富合伙有限公司 | 16,331 | 17.80 | 4,502 | 93.93 | ||||
2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 11,691 | -5.83 | 3,222 | 55.05 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 9,401,136 | 7.24 | 2,591,423 | 76.55 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 603,662 | 5.22 | 166,399 | 73.23 | ||||
2025-08-13 | 13F | 环球价值投资公司 | 2,150 | 0.00 | 593 | 64.90 | ||||
2025-07-23 | 13F | 查特信托公司 | 12,624 | 3,480 | ||||||
2025-07-23 | 13F | 德雷克联合有限责任公司 | 2,128 | -80.88 | 587 | -68.53 | ||||
2025-08-08 | 13F | L & S 顾问公司 | 57,172 | 15.57 | 15,759 | 90.28 | ||||
2025-07-15 | 13F | 席茨·史密斯财富管理 | 3,511 | 4.06 | 968 | 71.45 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 706,853 | 0.79 | 194,844 | 65.93 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 923,681 | -0.52 | 254,613 | 63.78 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 3,823 | 21.13 | 1,054 | 99.43 | ||||
2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 5,548 | -3.51 | 1,286 | 33.68 | ||||
2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 20,923 | 9.92 | 5,768 | 80.95 | ||||
2025-08-13 | 13F | 托比亚斯财务顾问公司 | 1,946 | 10.76 | 537 | 82.31 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,811 | -2.42 | 4,634 | 60.64 | ||||
2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 56,176 | 0.00 | 15,485 | 64.64 | ||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 27,607 | 12.07 | 7,610 | 84.51 | ||||
2025-07-14 | 13F | 伍斯特·科塞尔财富管理公司 | 1,033 | 285 | ||||||
2025-08-12 | 13F | 左脑财富管理有限责任公司 | 25,650 | 23.85 | 7,070 | 103.92 | ||||
2025-07-10 | 13F | 阿尔投资管理公司 | 2,310 | 0.00 | 637 | 64.77 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 11,359,828 | 0.23 | 3,131,337 | 65.01 | ||||
2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 2,822 | 12.93 | 778 | 85.89 | ||||
2025-07-08 | 13F | NBC 证券公司 | 60,259 | -8.30 | 17 | 45.45 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 89,500 | 59.82 | 24,671 | 163.12 | |||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 9,600 | 2,646 | |||||
2025-08-14 | 13F | 财务咨询服务公司 | Put | 221 | -68.35 | |||||
2025-08-14 | 13F | BLKBRD 资产管理有限公司 | 35,858 | 9,884 | ||||||
2025-05-15 | 13F | CM Bidwell & Associates 有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | BDAFX - 男爵持久优势基金 | 102,986 | 0.00 | 28,388 | 64.64 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 49,663 | 9.41 | 13,690 | 80.14 | ||||
2025-08-14 | 13F | 核心财富顾问公司 | 2,099 | 71.91 | 579 | 183.33 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -15 | -4 | |||||
2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 7,537 | 17.18 | 2,078 | 93.03 | ||||
2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 3,646 | 27.08 | 1,071 | 98.52 | ||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 230 | 44 | ||||||
2025-08-08 | 13F | 交响金融服务有限公司 | 1,934 | 533 | ||||||
2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 5,615 | -1.40 | 2 | |||||
2025-06-26 | NP | Advent Claymore 可转换证券和收益基金 | 20,000 | 0.00 | 3,849 | -13.02 | ||||
2025-05-06 | 13F | 沃斯波因特有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 克莱尔市场投资有限公司 | 16,870 | 9.74 | 4,650 | 80.72 | ||||
2025-07-31 | 13F | 港口投资管理有限公司 | 27,351 | -6.86 | 7,539 | 53.36 | ||||
2025-08-07 | 13F | Apeiron RIA 有限责任公司 | 7,269 | -3.36 | 2,004 | 59.09 | ||||
2025-08-14 | 13F | 范式资本管理公司/纽约 | 809,000 | 0.00 | 223,001 | 64.64 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 516,196 | 3.91 | 142,289 | 71.07 | ||||
2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 2,344 | 2.67 | 646 | 69.11 | ||||
2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 32,370 | 0.27 | 8,923 | 65.07 | ||||
2025-08-14 | 13F | LifePlan 投资顾问有限公司 | 1,484 | 2.20 | 409 | 68.31 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 210,620 | 50.26 | 58,057 | 147.39 | ||||
2025-08-04 | 13F | 小屋街顾问有限责任公司 | 4,340 | 3.06 | 1,196 | 69.89 | ||||
2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 6,302 | 13.20 | 1,737 | 86.37 | ||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 16,158 | 16.87 | 4,454 | 92.44 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 62,757 | -6.76 | 16,904 | 48.51 | ||||
2025-04-01 | 13F | 基石规划有限责任公司 | 20,580 | 4,771 | ||||||
2025-07-24 | 13F | 蒙吉斯资本管理公司 | 8,259 | 40.24 | 2,277 | 131.07 | ||||
2025-07-31 | 13F | 明尼苏达财富顾问有限责任公司 | 6,554 | 2.97 | 1,807 | 69.58 | ||||
2025-07-30 | 13F | 保罗·达蒙联合公司 | 4,909 | 23.90 | 1,353 | 104.07 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 苏玛公司 | 1,502 | 414 | ||||||
2025-08-15 | 13F | 布朗财务顾问 | 11,334 | 10.02 | 3,124 | 81.21 | ||||
2025-07-11 | 13F | Global X 日本株式会社 | 193,053 | -30.27 | 53,215 | 14.81 | ||||
2025-08-27 | NP | BIOPX - 男爵机会基金 | 373,200 | 2.05 | 102,873 | 68.01 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 7,285 | 0.55 | 2,008 | 65.54 | ||||
2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,157,833 | 1.86 | 222,848 | -11.40 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 47,300 | -3.29 | 13,038 | 59.23 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-08 | 13F | M&G 有限公司 | 1,203,029 | -31.11 | 332,036 | 13.86 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 463,899 | 1.75 | 127,874 | 67.51 | ||||
2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 1,155 | 238.71 | 193 | 144.30 | ||||
2025-08-14 | 13F | 财富保全顾问有限公司 | 1,233 | -2.07 | 340 | 61.43 | ||||
2025-08-13 | 13F | 西部财富集团有限责任公司 | 11,641 | 1.15 | 3,512 | 81.07 | ||||
2025-08-14 | 13F | 锦绣资本投资管理有限公司 | 4,110 | 0.00 | 1,133 | 64.53 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 2,438,054 | 1.92 | 590,180 | 23.71 | ||||
2025-08-26 | NP | QAAAJX - T. Rowe 价格蓝筹成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 274,454 | 10.06 | 75,653 | 81.19 | ||||
2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 46 | 4.55 | 9 | -11.11 | ||||
2025-08-07 | 13F | 共同愿景财富集团有限责任公司 | 14,337 | 0.52 | 4,211 | 76.30 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 2,849,899 | -3.19 | 785,575 | 59.38 | ||||
2025-07-09 | 13F | 基石财富服务有限责任公司 | 4,050 | 14.31 | 1,116 | 88.20 | ||||
2025-07-25 | 13F | GFS 顾问有限责任公司 | 2,057 | 567 | ||||||
2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 602,400 | 5.30 | 166,052 | 73.36 | ||||
2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 4,589 | 366.36 | 1,015 | 507.78 | ||||
2025-07-15 | 13F | 媒体 Pno 行业养老基金 | 42,000 | 10 | ||||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 85,291 | 16.69 | 23,510 | 92.11 | ||||
2025-08-12 | 13F | 霍尔德内斯投资公司 | 38,851 | 1.12 | 10,709 | 66.50 | ||||
2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 1,573,748 | -18.08 | 433,804 | 34.87 | ||||
2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 4,243 | 0.57 | 1,170 | 65.58 | ||||
2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 122,000 | -2.32 | 33,629 | 60.81 | ||||
2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 1,505 | 0.33 | 415 | 64.94 | ||||
2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 10,107 | 3.25 | 2,786 | 70.02 | ||||
2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 12,595 | -0.47 | 3,472 | 63.88 | ||||
2025-08-13 | 13F | 资本世界投资者 | 148,300,871 | -4.38 | 40,876,469 | 57.40 | ||||
2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 684,083 | 10.33 | 165,596 | 33.92 | ||||
2025-08-27 | NP | ADIV - SmartETFs 亚太股息生成器 ETF | 1,364 | 29.41 | 376 | 113.07 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 1,031,077 | 0.63 | 284,216 | 65.68 | ||||
2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 523,083 | -0.92 | 144,188 | 63.11 | ||||
2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 8,366 | -2.24 | 2,306 | 61.03 | ||||
2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 57,451 | 94.47 | 13,907 | 136.07 | ||||
2025-07-31 | 13F | 西密歇根顾问有限公司 | 22,327 | 1.62 | 6,154 | 67.32 | ||||
2025-07-25 | NP | UCMCX - 基石适度保守基金 | 2,168 | -3.34 | 525 | 17.23 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 119,040 | 29.16 | 32,813 | 112.64 | ||||
2025-05-15 | 13F | 伯克利WR公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 138,438 | -13.39 | 33,512 | 5.12 | ||||
2025-05-15 | 13F | 伯克利WR公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-03 | 13F | 投资有限责任公司 | 4,145 | 34.10 | 694 | -3.21 | ||||
2025-08-13 | 13F | BCJ 资本管理有限公司 | 24,122 | -0.05 | 6,649 | 64.58 | ||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 236,206 | 0.05 | 57,178 | 21.44 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 平衡 II 级 | 10,912 | 65.23 | 3,008 | 172.13 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 1,171,952 | 5.94 | 323,049 | 74.41 | ||||
2025-08-14 | 13F | 氦顾问有限责任公司 | 1,223 | -27.50 | 337 | 19.50 | ||||
2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 503,983 | 0.70 | 138,923 | 65.79 | ||||
2025-08-11 | 13F | 斯莱格金融有限责任公司 | 18,577 | 43.05 | 5,121 | 135.51 | ||||
2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 383,950 | -1.56 | 92,943 | 19.48 | ||||
2025-08-06 | 13F | 卡内基湖顾问有限公司 | 8,211 | -0.24 | 2 | 100.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 11,710 | 24.77 | 3,228 | 105.41 | ||||
2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 9,604 | 0.00 | 2,325 | 21.36 | ||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 5,385 | 9.38 | 1,582 | 91.87 | ||||
2025-07-25 | 13F | 夏普金融服务有限公司 | 3,856 | -21.19 | 1,063 | 29.67 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 100 | 0.00 | 28 | 68.75 | ||||
2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-30 | 13F | 会员信托公司 | 3,747 | 21.93 | 1,033 | 100.78 | ||||
2025-07-14 | 13F | 霍伊投资公司 | 49,511 | -6.61 | 13,648 | 53.75 | ||||
2025-08-13 | 13F | Fairtree 资产管理(私人)有限公司 | 5,681 | -25.59 | 1,566 | 22.46 | ||||
2025-07-14 | 13F | 霍伊投资公司 | Call | 276 | 64.67 | |||||
2025-07-22 | 13F | 高地资本管理有限公司 | 245,273 | -4.71 | 67,610 | 56.88 | ||||
2025-07-18 | 13F | 木兰私人财富有限责任公司 | 856 | 236 | ||||||
2025-06-26 | NP | FSAWX - 富达 SAI 可转换套利基金 | 75,000 | 0.00 | 14,435 | -13.02 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 77,395 | 3.44 | 21,334 | 70.30 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 121,372 | -9.11 | 33,456 | 49.64 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 4,304 | 162.28 | 1,186 | 332.85 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 692,183 | 6.17 | 190,799 | 74.79 | ||||
2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 55,847 | 76.38 | 13,519 | 114.10 | ||||
2025-08-12 | 13F | 安普夸银行 | 4,617 | 150.38 | 1,255 | 307.14 | ||||
2025-08-13 | 13F | 帝国财务管理有限公司 | 21,049 | -1.59 | 5,802 | 62.02 | ||||
2025-08-14 | 13F | 货币管理集团公司 | 51,725 | 0.68 | 14,258 | 65.76 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A3 系列 | 2,620 | -7.52 | 722 | 52.32 | ||||
2025-07-14 | 13F | 凯普斯通财富管理有限公司 | 1,084 | 299 | ||||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 1,884,900 | 17.92 | 519,573 | 94.15 | |||
2025-07-15 | 13F | Ccm 投资顾问有限公司 | 117,477 | -3.35 | 32,383 | 59.12 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 854,800 | -19.24 | 235,626 | 32.95 | |||
2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 246 | -92.45 | 68 | -87.71 | ||||
2025-08-08 | 13F | 史密斯菲尔德信托公司 | 14,842 | -1.11 | 4 | 100.00 | ||||
2025-08-14 | 13F | 万城投资管理有限公司 | 948 | -96.18 | 0 | -100.00 | ||||
2025-08-07 | 13F | 峰会 X 有限责任公司 | 8,975 | 4.18 | 2,474 | 71.50 | ||||
2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 3,987 | 12.44 | 1,206 | 46.72 | ||||
2025-07-18 | 13F | 韦策尔投资顾问公司 | 3,651 | -4.42 | 1,006 | 57.43 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | Put | 79 | 79 | |||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 8,146,727 | -43.03 | 2,246 | -6.22 | ||||
2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 73,782 | -0.98 | 20,338 | 63.03 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 196,745 | -17.31 | 54,233 | 36.13 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,686 | -8.42 | 6,253 | 50.78 | ||||
2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 3,300 | 34.69 | 910 | 121.71 | ||||
2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 79,329 | -14.59 | 21,867 | 145,680.00 | ||||
2025-07-24 | 13F | 科斯特洛资产管理公司 | 2,528 | 1.53 | 697 | 67.31 | ||||
2025-07-30 | 13F | 太平洋高地资产管理有限公司 | 220,000 | 12.82 | 60,643 | 85.75 | ||||
2025-07-28 | 13F | 乔丹公园信托有限公司 | 796 | 219 | ||||||
2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 353,800 | -0.46 | 97,525 | 63.88 | ||||
2025-05-08 | 13F | 美国财务顾问有限公司 | 1,972 | 0.00 | 330 | -27.79 | ||||
2025-07-10 | 13F | 夏基、豪斯和贾弗 | 960 | 265 | ||||||
2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 9,150 | 5.45 | 2,522 | 73.69 | ||||
2025-07-18 | 13F | 黄金投资管理有限公司 | 7,544 | 31.82 | 2,044 | 113.36 | ||||
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 | 6,573 | -73.06 | 1,265 | -76.57 | ||||
2025-07-25 | 13F | MOKAN 财富管理有限公司 | 27,948 | -11.32 | 7,706 | 46.07 | ||||
2025-08-07 | 13F | 私人咨询集团有限责任公司 | 98,847 | 7.19 | 27,247 | 76.47 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,365 | -3.18 | 16,364 | 59.39 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 27,918 | -14.60 | 7,696 | 40.60 | ||||
2025-05-20 | 13F | 蓝岩财富管理有限公司 | 1,900 | 318 | ||||||
2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 2,674,200 | 49.84 | 514,703 | 30.34 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 3,886 | 0.00 | 1,071 | 64.77 | ||||
2025-08-11 | 13F | 布朗财富管理有限公司 | 1,875 | 33.83 | 517 | 120.51 | ||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 430 | 119 | ||||||
2025-08-04 | 13F | 诚信联盟有限责任公司 | 27,016 | -61.46 | 7,447 | -36.55 | ||||
2025-07-16 | NP | CGIC - 资本集团国际核心股票 ETF 份额类别 | 5,740 | 90.26 | 1,389 | 131.11 | ||||
2025-08-14 | 13F | Evercore财富管理有限责任公司 | 33,238 | -24.50 | 9,162 | 24.31 | ||||
2025-08-15 | 13F | 摩根士丹利 | 73,733,471 | -3.53 | 20,324,632 | 58.82 | ||||
2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 877,918 | 49.65 | 168,973 | 30.17 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 3,185 | 17.61 | 878 | 93.60 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 789,331 | 3.68 | 191,073 | 25.85 | ||||
2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 5,121 | -19.88 | 1,412 | 31.87 | ||||
2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 23,016 | -15.06 | 6,344 | 39.83 | ||||
2025-07-22 | 13F | 一财富管理投资与咨询服务有限责任公司 | 1,102 | -7.86 | 304 | 51.50 | ||||
2025-07-15 | 13F | LeConte财富管理有限责任公司 | 5,764 | 62.50 | 1,589 | 167.79 | ||||
2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 13,046 | -17.73 | 4 | 50.00 | ||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-30 | 13F | 彭定康集团有限公司 | 35,929 | 0.36 | 9,904 | 65.24 | ||||
2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 7,896 | 12.83 | 2,176 | 85.82 | ||||
2025-05-30 | NP | DIVZ - TrueShares 低波动性股票收益 ETF | 6,734 | -68.77 | 1,127 | -77.46 | ||||
2025-08-14 | 13F | 极地资产管理合伙公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-19 | 13F | 元素足尖顾问有限公司 | 6,715 | 0.00 | 1,851 | 64.59 | ||||
2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,864,106 | 2.18 | 513,841 | 68.22 | ||||
2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 5,968 | -6.63 | 1,645 | 53.64 | ||||
2025-08-01 | 13F/A | GGM财务有限责任公司 | 2,314 | 0.39 | 638 | 65.45 | ||||
2025-08-05 | 13F | 里程碑资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 绿丰资产管理有限公司 | 8,139 | 1.57 | 2,243 | 67.26 | ||||
2025-07-21 | 13F | 联合投资集团有限责任公司 | 94,700 | -4.63 | 26,104 | 57.02 | ||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 41,823 | 23.68 | 11,529 | 103.64 | ||||
2025-08-13 | 13F | M 控股证券公司 | 21,130 | 30.93 | 6 | 150.00 | ||||
2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,300 | -1.38 | 3,462 | 19.72 | ||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-28 | 13F | 港湾信托投资管理公司 | 2,356 | 7.83 | 649 | 77.81 | ||||
2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 23,495 | 7.26 | 6,476 | 76.60 | ||||
2025-08-06 | 13F | 联合通信系统公司 | 300,300 | 0.00 | 82,778 | 64.64 | ||||
2025-08-13 | 13F | 布里斯托尔门资本合作伙伴公司 | 333,429 | -19.60 | 91,910 | 32.37 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,990 | -2.93 | 1,927 | 59.83 | ||||
2025-06-27 | NP | AIM国际互惠基金(INVESCO INTERNATIONAL MUTUAL FUNDS)——景顺奥本海默全球基金C类 | 698,004 | 6.56 | 134,345 | -7.31 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 135,900 | 8.63 | 12 | 266.67 | |||
2025-07-22 | 13F | FFG 合作伙伴有限责任公司 | 53,196 | -6.89 | 14,664 | 53.30 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 20,825 | 39.92 | 5,740 | 130.34 | ||||
2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 7,875 | 80.91 | 1,516 | 57.32 | ||||
2025-08-14 | 13F | Novus 顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | FPAG - FPA 全球股票 ETF | 2,623 | -39.80 | 723 | -0.82 | ||||
2025-08-12 | 13F | 马丁沃利集团 | 2,213 | 610 | ||||||
2025-08-14 | 13F | 水路财富管理有限责任公司 | 6,423 | 44.37 | 1,771 | 137.90 | ||||
2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 808,731 | 1,169.00 | 155,656 | 106.99 | ||||
2025-07-29 | NP | BKIV - 纽约梅隆银行创新者 ETF | 1,402 | 0.00 | 339 | 21.51 | ||||
2025-07-11 | 13F | 朗维财富管理 | 2,246 | -3.93 | 619 | 58.31 | ||||
2025-08-08 | 13F | 中环资产投资管理控股(香港)有限公司 | 6,300 | 161.41 | 1,737 | 330.77 | ||||
2025-08-12 | 13F | 德国商业银行 | 2,925,131 | 2.58 | 806 | 68.97 | ||||
2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 11,742 | -1.51 | 3,237 | 62.12 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 贝恩资本公共股权有限合伙人 | 5,560 | 1,533 | ||||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 133,009 | 4.81 | 41,609 | 71.51 | ||||
2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 32,373 | 8,924 | ||||||
2025-08-26 | NP | DVRUX - 瑞银美国股息统治者基金 P 级 | 65,892 | -7.33 | 18,163 | 52.57 | ||||
2025-07-16 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 29,828 | 116.60 | 7,220 | 162.93 | ||||
2025-07-22 | 13F | 蓝色广场资产管理有限公司 | 1,572 | 1.55 | 433 | 67.18 | ||||
2025-08-12 | 13F | 基石资本公司 | 1,600 | -0.93 | 441 | 63.33 | ||||
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 | 26,216 | -14.78 | 6,346 | 3.44 | ||||
2025-07-18 | 13F | 维克斯资本 | 2,795 | -34.76 | 770 | 7.39 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 3,063,199 | 76.09 | 844,371 | 189.91 | ||||
2025-07-24 | NP | BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 449,348 | 0.00 | 108,774 | 21.38 | ||||
2025-07-09 | 13F | 品牌资产管理集团有限公司 | 1,574 | -5.80 | 434 | 55.20 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 3,400 | 0.00 | 937 | 62.96 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 27,215 | 7,502 | ||||||
2025-07-14 | 13F | 凯茜·帕累托及合伙人公司 | 2,258 | 0.04 | 623 | 64.99 | ||||
2025-08-11 | 13F | 文艺复兴集团有限公司 | 168,928 | -3.10 | 46,565 | 59.53 | ||||
2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 288,595 | -7.94 | 55,546 | -19.92 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 283 | 48.95 | 454 | 5,562.50 | |||
2025-05-13 | 13F | 布鲁克林 FI 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 奥尼尔全球顾问公司 | 37,108 | 10 | ||||||
2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 3,880 | -41.46 | 939 | -28.92 | ||||
2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 1,883 | 0.00 | 519 | 64.76 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 220,295 | -5.63 | 60,724 | 55.37 | ||||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 140,560 | -8.77 | 27,054 | -20.65 | ||||
2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 639,939 | 1.97 | 176,399 | 67.89 | ||||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 17,307 | 1.40 | 4,771 | 66.96 | ||||
2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 26,423 | 1,876.29 | 7,284 | 3,165.92 | ||||
2025-08-06 | 13F | 圆石顾问有限责任公司 | 1,654 | 456 | ||||||
2025-07-15 | 13F | 爱国者投资管理公司 | 1,206 | 332 | ||||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 51,515 | 1.05 | 14,200 | 66.37 | ||||
2025-06-30 | NP | PEXL - Pacer 美国出口领袖 ETF | 2,161 | -15.98 | 416 | -27.07 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 233,980 | 10.97 | 39,175 | -19.86 | ||||
2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,801,800 | 7.03 | 496,666 | 76.22 | ||||
2025-08-12 | 13F | 马克西投资CY有限公司 | 11,368 | -80.87 | 3 | -66.67 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 94,345 | 8.19 | 26,006 | 78.12 | ||||
2025-08-11 | 13F | GKV资本管理有限公司 | 55,170 | -4.00 | 15,208 | 58.04 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 57,063 | 23.12 | 13,813 | 49.44 | ||||
2025-08-14 | 13F | SRN 顾问有限公司 | 12,872 | 6.24 | 3,548 | 74.95 | ||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 44,547 | -0.11 | 12,279 | 64.47 | ||||
2025-08-14 | 13F | 德美银行 | 51,511 | 3.44 | 14,199 | 70.31 | ||||
2025-07-17 | 13F | 詹尼资本管理有限公司 | 141,137 | -4.39 | 39 | 58.33 | ||||
2025-07-08 | 13F | 花岗岩湾财富管理有限责任公司 | 800 | 0 | ||||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 14,017 | 23.83 | 3,864 | 103.85 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 11,695 | 13.61 | 2,831 | 37.96 | ||||
2025-07-07 | 13F | HMS 资本管理有限责任公司 | 16,237 | 0.32 | 4,476 | 79.43 | ||||
2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 750,843 | 6.25 | 144,515 | -7.58 | ||||
2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 21,575 | 20.56 | 5,947 | 98.50 | ||||
2025-07-08 | 13F | 波斯顾问有限责任公司 | 2,728 | -2.08 | 752 | 61.16 | ||||
2025-07-29 | NP | TORYX - 托丽基金 | 74,380 | 18,005 | ||||||
2025-08-14 | 13F | Corient IA LLC | 4,000 | 0.00 | 1,103 | 64.72 | ||||
2025-07-25 | NP | LCCAX - 哥伦比亚逆向核心基金 A 类 | 1,173,396 | 284,044 | ||||||
2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 6,473 | 0.00 | 1,784 | 64.73 | ||||
2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 622,802 | -4.10 | 172 | 58.33 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 1,148,240 | 0.53 | 316,512 | 65.52 | ||||
2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 2,916 | 8.64 | 804 | 78.84 | ||||
2025-08-13 | 13F | 奎斯特投资管理有限公司 | 85,587 | -3.47 | 23,592 | 58.92 | ||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 450,016 | -0.17 | 108,935 | 21.17 | ||||
2025-08-14 | 13F | 复星国际有限公司 | 1,523 | -50.70 | 420 | -18.96 | ||||
2025-07-09 | 13F | 诚实资本有限责任公司 | 7,964 | 0.72 | 2,195 | 65.91 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 2,883 | 5.49 | 795 | 73.74 | ||||
2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 26,857 | 1.77 | 7,403 | 67.56 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 10,340 | 2.00 | 3,196 | 51.42 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 1,740 | 0.12 | 480 | 65.17 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 223,392 | -3.52 | 61,578 | 58.83 | ||||
2025-07-01 | 13F | 公园国家公司/哦/ | 11,273 | -2.82 | 3,107 | 59.99 | ||||
2025-07-10 | 13F | 巴斯储蓄信托公司 | 1,520 | -7.09 | 419 | 53.11 | ||||
2025-08-05 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | CSM 顾问有限责任公司 | 76,280 | 1.05 | 21 | 75.00 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 65,532 | -13.97 | 15,863 | 4.42 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 18,702 | 0.47 | 5,155 | 65.44 | ||||
2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,136,656 | 1.10 | 14,315,210 | 22.71 | ||||
2025-08-07 | 13F | 马丁投资管理有限责任公司 | 800 | 221 | ||||||
2025-07-11 | 13F | 多元化信托公司 | 149,756 | -0.83 | 41,280 | 63.28 | ||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 33,248 | 4.06 | 9,165 | 71.32 | ||||
2025-08-12 | 13F | 拉瑟与基特雷尔公司 | 1,344 | 1.74 | 370 | 67.42 | ||||
2025-08-26 | NP | FRDAX - 富兰克林股息上涨基金顾问级 | 4,555,000 | 2.36 | 1,255,586 | 68.52 | ||||
2025-07-30 | 13F | 优势信托公司 | 1,656 | 24.89 | 456 | 105.41 | ||||
2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 17,604 | -23.19 | 4,852 | 26.45 | ||||
2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 67,370 | -1.35 | 18,571 | 62.42 | ||||
2025-07-23 | 13F | 新英格兰专业规划集团公司 | 2,090 | 0.00 | 576 | 65.04 | ||||
2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 7,004,718 | -3.95 | 1,695,632 | 16.59 | ||||
2025-07-08 | 13F | 五重奏私人银行(欧洲)SA | 16,924 | -11.00 | 4,665 | 46.56 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 39,190 | 3.09 | 12,260 | 68.69 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 1,039 | 200.29 | 286 | 401.75 | ||||
2025-07-14 | 13F | 海鸥资本有限责任公司 | 850 | 234 | ||||||
2025-07-24 | 13F | 资本顾问有限公司 | 7,081 | -0.34 | 2 | 0.00 | ||||
2025-07-09 | 13F | DLK 投资管理有限公司 | 1,799 | 496 | ||||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 8,381 | 23.54 | 1,613 | 7.46 | ||||
2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 7,597 | 6.03 | 2,094 | 74.65 | ||||
2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 76,673 | -11.43 | 21,135 | 45.82 | ||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 1,002,885 | 1.87 | 193,025 | -11.39 | ||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 2,393 | -3.70 | 660 | 58.41 | ||||
2025-08-28 | NP | MNNAX - Victory Munder 多股基金 A 类 | 56,900 | 32.63 | 15,684 | 118.38 | ||||
2025-08-11 | 13F | 沃杜州银行 | 135,553 | 1.18 | 37 | 68.18 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 41,407 | 28.88 | 10,023 | 56.44 | ||||
2025-06-27 | NP | LAVGX - 阿贝特勋爵国际成长基金 R6 级 | 95 | -5.94 | 18 | -18.18 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 261 | 37.37 | 72 | 129.03 | ||||
2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 7,000 | -22.65 | 1,930 | 27.33 | ||||
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 | 273,295 | -6.21 | 75,334 | 54.42 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 4,861 | 39.48 | 1,340 | 129.67 | ||||
2025-08-26 | NP | QLMVIX - ClearBridge 可变大盘价值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,300 | 0.00 | 6,147 | 64.64 | ||||
2025-07-24 | 13F | 百特兄弟公司 | 2,291 | -2.30 | 632 | 60.97 | ||||
2025-07-16 | 13F | Kingsman财富管理有限公司 | 3,370 | 63.59 | 929 | 169.77 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | 1,216,448 | 327,699 | ||||||
2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 62,629 | -7.49 | 17,264 | 52.30 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 21,861 | -2.23 | 6,026 | 60.99 | ||||
2025-08-21 | NP | LIONX - Issachar 基金 N 类股票 | 1,800 | -37.93 | 496 | -0.80 | ||||
2025-08-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 440,630 | 47.83 | 121,460 | 143.38 | ||||
2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 5,568 | 0.45 | 1,535 | 65.30 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone 财富管理集团 | 2,037 | 22.56 | 561 | 101.80 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 14,045 | -3.58 | 3,871 | 58.78 | ||||
2025-06-27 | NP | EMWLX - Lord Abbett 新兴市场股票基金 R6 级 | 116 | -24.18 | 22 | -33.33 | ||||
2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 2,212,541 | -25.90 | 425,848 | -35.54 | ||||
2025-04-22 | 13F | 光明未来财富管理有限责任公司。 | 8,472 | -4.42 | 1,408 | -23.02 | ||||
2025-08-11 | 13F | 精英金融有限公司 | 803 | -19.86 | 0 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 14,498 | -28.14 | 2,790 | -37.50 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 技术投资组合 I 类 | 33,200 | 591.67 | 9,152 | 1,039.60 | ||||
2025-08-29 | NP | MBOX - 自由日股息 ETF | 13,142 | -2.41 | 3,623 | 60.69 | ||||
2025-06-18 | NP | GGEAX - 全国全球可持续股票基金 A 类 | 31,152 | 3.47 | 5,996 | -10.00 | ||||
2025-07-23 | 13F | 马登证券公司 | 17,458 | 24.92 | 4,812 | 105.73 | ||||
2025-06-26 | NP | USAUX - 积极增长基金股票 | 462,221 | -0.86 | 88,964 | -13.77 | ||||
2025-07-24 | 13F | Tandem 资本管理公司 /adv | 2,480 | 0.00 | 684 | 64.58 | ||||
2025-03-31 | NP | JTKRX - 约翰汉考克全球主题机会基金 R6 级 | 4,172 | 923 | ||||||
2025-07-23 | 13F | 博蒙特资产管理有限责任公司 | 9,040 | 0.83 | 2,492 | 65.96 | ||||
2025-09-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 1,575 | 0.00 | 463 | 52.48 | ||||
2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 825 | 227 | ||||||
2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 8,686 | -29.76 | 2,394 | 15.65 | ||||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 63,698 | 42.12 | 12,260 | 23.62 | ||||
2025-07-29 | 13F | 地区金融公司 | 349,663 | 398.14 | 96,385 | 720.15 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | Call | 100 | 0.00 | 28 | 68.75 | |||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 98,936 | -3.87 | 27,272 | 58.27 | ||||
2025-08-06 | 13F | 瓦尔丁森布鲁纳财务规划有限责任公司 | 813 | 224 | ||||||
2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 19,956 | 17.35 | 5,501 | 93.19 | ||||
2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 3,503 | 8.86 | 965 | 79.37 | ||||
2025-08-25 | 13F | BLVD私人财富有限责任公司 | 2,394 | 660 | ||||||
2025-07-14 | 13F | 公园大道证券有限公司 | 164,222 | 2.61 | 45 | 73.08 | ||||
2025-07-21 | 13F | 肯纳贝克储蓄银行 | 7,787 | -1.47 | 2,146 | 62.21 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 682,972 | 4.47 | 188 | 72.48 | ||||
2025-07-10 | 13F | 信任点公司 | 30,910 | -3.92 | 8,520 | 58.19 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 24,040 | -0.95 | 6,627 | 63.08 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 108,118 | 803.24 | 29,803 | 1,387.13 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 293,440 | -14.46 | 80,626 | 27.20 | ||||
2025-08-13 | 13F | 伯比斯资本管理有限公司 | 32,240 | 0.00 | 8,887 | 64.65 | ||||
2025-07-21 | 13F | 灰色私人财富有限责任公司 | 1,101 | 303 | ||||||
2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 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 | 3,390,555 | -12.44 | 934,606 | 44.15 | ||||
2025-08-29 | NP | SHOC - Strive美国半导体ETF | 61,967 | 1.84 | 17,081 | 67.67 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 473,355 | 4.25 | 130,480 | 71.63 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 3,160,800 | 2.87 | 871,275 | 69.36 | ||||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 23,794 | 5.89 | 6,548 | 86.79 | ||||
2025-07-29 | 13F | Clearview 财富顾问有限责任公司 | 944 | 260 | ||||||
2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 2,959 | 816 | ||||||
2025-08-13 | 13F | 资本研究全球投资者 | 91,540,821 | 2.32 | 25,232,922 | 68.45 | ||||
2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 4,628 | -95.12 | 1 | -100.00 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | Call | 0 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 77,290 | 31.08 | 21,305 | 115.80 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 14,928 | 1.27 | 4,230 | 45.43 | ||||
2025-07-15 | 13F | 密苏里信托投资公司 | 3,640 | 2.05 | 1,003 | 68.01 | ||||
2025-08-01 | 13F | 橡树林资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | DHK 财务顾问公司 | 1,756 | -0.57 | 484 | 64.07 | ||||
2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 4,500,000 | 0.00 | 1,240,425 | 64.64 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 88,170 | -34.76 | 24,304 | 7.41 | ||||
2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 4,662 | -74.51 | 1,285 | -58.03 | ||||
2025-07-16 | 13F | Cadent 资本顾问有限公司 | 7,598 | -6.47 | 2,094 | 53.97 | ||||
2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 1,117 | 308 | ||||||
2025-07-18 | 13F | 三菱日联资产管理(英国)有限公司 | 14,000 | 86.67 | 4 | 200.00 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 14 | 100.00 | 4 | 200.00 | ||||
2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 523,525 | 6.71 | 144,310 | 75.68 | ||||
2025-08-25 | 13F | 支点股权管理 | 2,628 | 1.08 | 725 | 66.44 | ||||
2025-06-24 | NP | MAPAX - MainStay MAP 股票基金 A 类 | 65,325 | 12,573 | ||||||
2025-07-09 | 13F | 第一金融公司/in/ | 10,290 | 0.00 | 2,836 | 64.69 | ||||
2025-05-07 | 13F | LPL 金融有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-27 | NP | THMEX - CCT 主题股票基金机构股 | 3,706 | -18.78 | 713 | -29.34 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 35,247 | -10.06 | 9,716 | 48.07 | ||||
2025-08-14 | 13F | MGB 财富管理有限责任公司 | 34,808 | -7.40 | 9,537 | 51.05 | ||||
2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 460,600 | 38.36 | 88,652 | 20.35 | ||||
2025-08-05 | 13F | 5T财富有限责任公司 | 1,211 | 334 | ||||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 84,178 | -10.00 | 23,204 | 48.18 | ||||
2025-07-25 | 13F | 理查森金融服务公司 | 2,744 | 2.93 | 727 | 63.00 | ||||
2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 48,293 | -0.33 | 8,086 | -28.02 | ||||
2025-07-16 | 13F | 陶尔信托投资公司 | 5,080 | 483.91 | 1,400 | 738.32 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 102,346 | 1.28 | 28,212 | 46.04 | ||||
2025-08-13 | 13F | StoneX集团公司 | 40,363 | 6.36 | 11,126 | 74.76 | ||||
2025-06-26 | NP | FLRAX - Nuveen 大盘精选基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,292 | -4.75 | 1,403 | -17.18 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 18,080 | 78.53 | 4,984 | 193.98 | ||||
2025-08-01 | 13F | Reliant投资合伙公司 | 2,351 | 648 | ||||||
2025-08-05 | 13F | 斯奈德金融集团 | 13,300 | 0.06 | 3,666 | 64.76 | ||||
2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 6,110 | 0.88 | 1,684 | 66.07 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/ClearBridge 大盘成长基金 (A) This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,654 | 21,681 | ||||||
2025-07-10 | 13F | 上城金融顾问有限公司 | 1,905 | 0.00 | 525 | 65.09 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 63,900 | 59.75 | 17,614 | 163.01 | ||||
2025-07-28 | 13F | 高山森林资本投资者有限公司 | 81,929 | -0.89 | 22,584 | 63.17 | ||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 73,232 | -16.80 | 17,727 | 0.99 | ||||
2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 150 | 0.00 | 46 | 50.00 | ||||
2025-06-30 | NP | ROGSX - 红橡科技精选基金 | 177,840 | 0.00 | 34,229 | -13.02 | ||||
2025-07-08 | 13F | 遗产私人信托公司 | 90,337 | -1.19 | 24,901 | 62.69 | ||||
2025-08-28 | NP | 保德信直布罗陀基金 - 保德信直布罗陀基金 | 24,569 | -2.43 | 6,772 | 60.66 | ||||
2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 5,794 | -6.62 | 1,597 | 53.85 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 3,029 | 6.65 | 583 | -7.32 | ||||
2025-08-12 | 13F | 班克里克资本管理有限公司 | 14,450 | -49.07 | 3,983 | -16.15 | ||||
2025-08-06 | 13F | 黑斯威夫特集团有限责任公司 | 1,154 | 318 | ||||||
2025-07-21 | 13F | 资本规划有限责任公司 | 3,983 | 10.49 | 1,098 | 81.92 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 147 | 8.89 | 40 | 95.00 | ||||
2025-07-28 | NP | TWGGX - 专注于全球成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,700 | -11.80 | 18,809 | 7.05 | ||||
2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | QSIX - Pacer Metarus 纳斯达克 100 股息乘数 600 ETF | 1,159 | -0.34 | 223 | -13.23 | ||||
2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 43,219 | 8,318 | ||||||
2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 313 | 206.86 | 86 | 405.88 | ||||
2025-08-13 | 13F | 法国集团 | 577,004 | 6.36 | 158,593 | 67.68 | ||||
2025-07-28 | NP | NEMAX - Neuberger Berman 新兴市场股票基金 A 类 | 8,907 | 2,156 | ||||||
2025-08-14 | 13F | Haven 资本集团有限公司 | 80,752 | -0.43 | 22,259 | 63.93 | ||||
2025-08-08 | 13F | 复兴银行 | 6,505 | -7.15 | 1,793 | 52.86 | ||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 11,232 | 25.86 | 3,096 | 107.23 | ||||
2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,405,971 | 9.93 | 463,077 | -4.38 | ||||
2025-07-15 | 13F | 复地资本有限公司 /adv | 18,243 | -1.21 | 5,029 | 62.67 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 2,584,554 | 15.95 | 712 | 90.88 | ||||
2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 1,095 | -15.05 | 302 | 40.00 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 200,097 | 4.04 | 55,157 | 71.28 | ||||
2025-08-06 | 13F | 遗产财富管理有限公司/ID | 510 | 1.80 | 141 | 68.67 | ||||
2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 7,240 | -7.89 | 1,996 | 51.60 | ||||
2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,240 | 31.66 | 1,009 | 14.55 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 281 | 77 | ||||||
2025-08-14 | 13F | 华福管理有限责任公司 | 19,308 | 1.59 | 5,322 | 67.25 | ||||
2025-08-26 | NP | DLQAX - 纽约梅隆银行大盘股票基金 A 类 | 7,562 | -23.19 | 2,084 | 26.46 | ||||
2025-08-14 | 13F | 华福管理有限责任公司 | Put | 43 | 12 | |||||
2025-08-14 | 13F | 艾睿资本有限公司 | 15,000 | 6,311 | ||||||
2025-07-25 | NP | ANEFX - 新经济基金A类 | 9,319,934 | -13.63 | 2,256,076 | 4.84 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 5,005,563 | 9.89 | 1,175,434 | 66.48 | ||||
2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 34,739 | -2.29 | 9,576 | 60.87 | ||||
2025-06-25 | NP | FXL - 第一信托科技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 | 46,266 | -53.84 | 8,905 | -59.85 | ||||
2025-07-16 | 13F | 老北州财富管理有限责任公司 | 1,792 | 27.18 | 496 | 109.75 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 109,731 | 26.93 | 30,247 | 50.93 | ||||
2025-08-27 | NP | BFOCX - 伯克希尔焦点基金 | 31,410 | 314,000.00 | 8,658 | 865,700.00 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 2,460,787 | 1.88 | 473,628 | -11.38 | ||||
2025-07-24 | 13F | 汤普森投资管理公司 | 60 | 17 | ||||||
2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 12,960 | 15.78 | 3,572 | 90.61 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 5,932,449 | 22.66 | 1,635 | 102.10 | ||||
2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 6,951 | 33.57 | 2 | |||||
2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 5,445 | 1,048 | ||||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 889 | 6.59 | 149 | -23.32 | ||||
2025-07-21 | 13F | 南达科他州塞奇沃斯信托公司 | 915 | -34.64 | 252 | 7.69 | ||||
2025-08-14 | 13F | 坎托·菲茨杰拉德,LP | 75,045 | -16.02 | 20,686 | 38.27 | ||||
2025-08-14 | 13F | 坎托·菲茨杰拉德,LP | Put | 59,900 | -25.59 | 16,511 | 22.50 | |||
2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 241,141 | -3.76 | 66,471 | 58.44 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 2,219 | -0.89 | 612 | 63.37 | ||||
2025-07-31 | 13F | 第一商业金融服务公司 | 39,937 | -2.55 | 11,009 | 60.44 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 22,230 | -0.43 | 5,381 | 20.87 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 2,819 | -10.45 | 777 | 47.44 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 87,729 | -5.64 | 24,182 | 55.36 | ||||
2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 270,274 | -2.41 | 74,501 | 60.67 | ||||
2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 297 | -12.65 | 82 | 44.64 | ||||
2025-07-10 | 13F | Rfg 控股公司 | 7,349 | 18.90 | 2,026 | 95.27 | ||||
2025-08-06 | 13F | 新千年集团有限责任公司 | 26,846 | -17.93 | 7,400 | 35.14 | ||||
2025-07-10 | 13F | TT国际资产管理有限公司 | 1,524 | 420 | ||||||
2025-08-14 | 13F | 阿德斯利咨询合作伙伴有限公司 | 77,000 | -41.93 | 21,225 | -4.40 | ||||
2025-08-05 | 13F | 茨威格-迪梅纳联合有限责任公司 | 205,430 | -2.20 | 56,627 | 61.01 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 3,900 | 1,071 | |||||
2025-07-09 | 13F | 防波堤资本集团 | 3,020 | 0.43 | 832 | 65.41 | ||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 6,828 | 220.56 | 1,882 | 428.65 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 256,172 | 7.19 | 70,614 | 76.47 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 3,816,069 | 3.70 | 1,051,899 | 70.73 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 328,829 | 6.41 | 90,642 | 75.19 | ||||
2025-08-14 | 13F | 城堡胡克合伙公司 | 365 | 101 | ||||||
2025-08-27 | NP | ACUSX - Advisors Capital 美国股息基金 | 48,800 | -3.94 | 13,452 | 58.15 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 73,836 | 18.03 | 17,873 | 43.26 | ||||
2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 22,202 | 0.58 | 6,768 | 84.59 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 311 | 60 | ||||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 4,558,465 | 4.14 | 1,103,468 | 26.40 | ||||
2025-08-25 | NP | YLDE - ClearBridge 股息策略 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,379 | -10.32 | 3,688 | 47.66 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 512,052 | 6.54 | 141,147 | 75.40 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 3,213 | 886 | ||||||
2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 265,636 | -10.23 | 51,127 | -21.92 | ||||
2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 9,520 | -0.63 | 2,624 | 63.69 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 823,998 | -12.69 | 227,135 | 43.75 | ||||
2025-08-11 | 13F | 达美资产管理有限公司/TN | 320 | 0.00 | 88 | 66.04 | ||||
2025-08-14 | 13F | Oxbow资本管理(香港)有限公司 | 220,000 | -3.08 | 60,643 | 59.56 | ||||
2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,656 | -8.46 | 4,591 | 50.72 | ||||
2025-08-28 | NP | TUG - STF 战术增长 ETF | 32,116 | -2.67 | 8,853 | 60.25 | ||||
2025-07-23 | 13F | 圆景资本有限责任公司 | 14,708 | -19.54 | 4,054 | 32.48 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 2,257 | -86.50 | 622 | -77.78 | ||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 9,380 | -32.09 | 2,271 | -17.57 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 212,859 | 11.19 | 58,675 | 83.06 | ||||
2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 1,682 | 10.73 | 282 | -16.37 | ||||
2025-08-14 | 13F | 投资公司 | 9,437 | -0.35 | 2,601 | 64.10 | ||||
2025-08-13 | 13F | 财务自由有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 极地资产管理合伙公司 | 37,800 | 117.57 | 10,420 | 258.29 | ||||
2025-07-28 | 13F | Sage Advisors, Llc | 2,055 | 29.90 | 566 | 114.39 | ||||
2025-06-24 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 199,462 | 9.30 | 38,390 | -4.92 | ||||
2025-07-24 | 13F | 东方银行 | 587,129 | -4.39 | 161,842 | 57.40 | ||||
2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 1,813 | -50.81 | 500 | -19.12 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 168,904 | -13.09 | 46,558 | 43.09 | ||||
2025-08-25 | NP | MML系列投资基金 - MML基本增长基金II类 | 14,834 | 2.78 | 4,089 | 69.21 | ||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 16,787 | 12.98 | 2,811 | -18.41 | ||||
2025-08-08 | 13F | 咨询资源组 | 4,838 | -21.19 | 1,334 | 29.80 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 188,256 | 5.47 | 51,893 | 73.64 | ||||
2025-07-16 | 13F | MBE 财富管理有限责任公司 | 1,340 | -7.84 | 369 | 51.85 | ||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 471 | -14.36 | 130 | 40.22 | ||||
2025-07-24 | 13F | 支付宝证券公司 | 79 | 2.60 | 22 | 61.54 | ||||
2025-07-15 | 13F | 决明资本合伙人有限责任公司 | 5,413 | -2.31 | 1,492 | 60.95 | ||||
2025-08-12 | 13F | 第一华盛顿公司 | 16,410 | 0.00 | 4,523 | 64.65 | ||||
2025-07-25 | 13F | 麦克纳马拉金融服务公司 | 2,348 | 0.00 | 647 | 64.63 | ||||
2025-08-26 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 79,618 | -4.41 | 21,947 | 57.38 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 18,725 | 18.33 | 5,161 | 93.59 | ||||
2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 1,785 | 0.56 | 492 | 65.66 | ||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 2,798 | -21.07 | 773 | 30.35 | ||||
2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 3,814 | -0.63 | 639 | -28.23 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 40,059 | -0.80 | 11,042 | 63.32 | ||||
2025-08-27 | NP | NEIMX - Neiman 大盘价值基金空载股票 | 5,700 | 0.00 | 1,571 | 64.68 | ||||
2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 5,861 | 20.27 | 1,616 | 98.16 | ||||
2025-07-10 | 13F | 沃伊萨德资产管理集团有限公司 | 3,086 | 5.14 | 851 | 73.12 | ||||
2025-07-22 | 13F | MBL 财富有限责任公司 | 13,066 | -0.48 | 3,602 | 63.83 | ||||
2025-08-29 | NP | ETNEX - Eventide Exponential Technologies 基金 N 类股票 | 4,716 | 1,300 | ||||||
2025-08-29 | NP | CLPAX - Catalyst/Exceed Defined Risk Fund A 类 | 1,912 | -21.58 | 527 | 29.17 | ||||
2025-07-28 | 13F | 纳维特财富有限责任公司 | 35,078 | -11.45 | 9,669 | 43.84 | ||||
2025-08-08 | 13F | 贝拉德公司 | 112,044 | 70.49 | 30,885 | 180.69 | ||||
2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 1,758 | -1.68 | 485 | 61.87 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 29,651 | 3.30 | 8,173 | 70.09 | ||||
2025-08-26 | NP | QLMLOX - ClearBridge 可变大盘增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,208 | 7,776 | ||||||
2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 594,580 | 25.79 | 114,439 | 9.42 | ||||
2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-01 | 13F | 苏福尔斯第一国民银行 | 1,574 | 3.55 | 434 | 70.47 | ||||
2025-07-25 | 13F | M3 咨询集团有限责任公司 | 5,633 | 9.68 | 1,553 | 80.68 | ||||
2025-08-04 | 13F | 精英生活管理有限责任公司 | 1,190 | 328 | ||||||
2025-07-09 | 13F | 捷克国家银行 | 1,149,323 | 6.75 | 316,811 | 75.75 | ||||
2025-07-30 | 13F | Axecap 投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 纬度顾问有限责任公司 | 6,777 | 2.54 | 1,868 | 68.90 | ||||
2025-07-23 | 13F | 构造顾问有限公司 | 53,149 | -0.94 | 14,651 | 63.09 | ||||
2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类,2017 年 1 月 31 日生效(原 A 类) | 28,118 | 0.00 | 6,807 | 21.38 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 114,236 | 0.62 | 31,489 | 65.66 | ||||
2025-08-11 | 13F | Mach-1 金融集团有限公司 | 22,296 | -13.97 | 6,146 | 41.62 | ||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 729 | 1.53 | 201 | 66.67 | ||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 5,928 | 1.75 | 1,634 | 67.49 | ||||
2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 2,671 | 1.71 | 736 | 67.65 | ||||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 5,743 | 1,687 | ||||||
2025-08-06 | 13F | 奥布莱恩格林公司 | 3,102 | -4.02 | 855 | 58.04 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | 铸造金融集团有限公司 | 1,091 | 301 | ||||||
2025-08-14 | 13F | 科伊尔财务顾问有限责任公司 | 3,083 | 83.40 | 850 | 202.14 | ||||
2025-07-15 | 13F | 退休收入解决方案公司 | 1,450 | 0.00 | 400 | 64.88 | ||||
2025-07-16 | 13F | MKT 顾问有限责任公司 | 6,679 | -0.49 | 1,768 | 70.99 | ||||
2025-08-13 | 13F | Clear Street 衍生品有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Guerra 顾问公司 | 10,353 | 14.59 | 2,854 | 88.69 | ||||
2025-07-14 | 13F | 扎根财富顾问公司 | 2,964 | -4.48 | 813 | 79.47 | ||||
2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 236,977 | -1.42 | 65,323 | 62.29 | ||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 30,698 | -14.67 | 8,462 | 40.48 | ||||
2025-08-07 | 13F | 罗斯莫尔私人资本 | 48,528 | -0.55 | 13,377 | 63.74 | ||||
2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 90 | 0.00 | 25 | 60.00 | ||||
2025-07-30 | 13F | Wbh 咨询公司 | 2,355 | -13.00 | 649 | 43.27 | ||||
2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 10,255 | -28.91 | 2,824 | 16.94 | ||||
2025-08-12 | 13F | 泰仁资本有限公司 | 24,700 | -87.91 | 6,809 | -80.10 | ||||
2025-07-21 | 13F | 科德角五美分储蓄银行 | 2,620 | 0.00 | 452 | 0.00 | ||||
2025-07-29 | NP | QQQM - 景顺纳斯达克 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 | 9,451,385 | 10.08 | 2,287,897 | 33.61 | ||||
2025-04-15 | 13F | 高力金融 | 333 | -13.73 | 56 | -38.20 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 33,791 | 1.08 | 9,314 | 66.41 | ||||
2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 4,302 | -6.58 | 1,186 | 53.70 | ||||
2025-08-12 | 13F | 中心财富管理 | 6,099 | -1.93 | 1,860 | 78.67 | ||||
2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 6,662 | -2.00 | 1,613 | 18.97 | ||||
2025-08-13 | 13F | 诚信投资顾问有限责任公司 | 2,676 | -6.66 | 738 | 53.86 | ||||
2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 1,360 | 0.00 | 375 | 64.76 | ||||
2025-08-26 | NP | TGRW - T. Rowe 价格增长股票 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,500 | 86.38 | 14,196 | 206.85 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 57,525,689 | -2.46 | 15,856,956 | 60.58 | ||||
2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 23,417 | -71.62 | 6,455 | -53.28 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 技术组合 IB 级 | 213,438 | 14.51 | 58,834 | 88.53 | ||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 66,495 | -37.95 | 18,329 | 2.16 | ||||
2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 50 | 13 | ||||||
2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 904 | 174 | ||||||
2025-08-26 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 20,032 | 0.00 | 5,522 | 64.66 | ||||
2025-08-01 | 13F | 整体投资顾问公司 | 5,710 | 1.33 | 1,574 | 66.91 | ||||
2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 170,007 | -3.30 | 46,863 | 59.20 | ||||
2025-05-14 | 13F | 奥卡贝纳投资服务公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | E&G 顾问有限合伙人 | 11,865 | -3.26 | 3,271 | 59.28 | ||||
2025-08-13 | 13F | 万斯财富公司 | 1,176 | 324 | ||||||
2025-08-05 | 13F | 德克萨斯银行与信托公司 | 6,920 | -3.89 | 1,907 | 58.26 | ||||
2025-08-08 | 13F | 融合资本有限责任公司 | 1,095 | 302 | ||||||
2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,333,979 | 5.04 | 1,745,961 | 72.93 | ||||
2025-08-28 | NP | ARILX - 亚里士多德核心股票基金 II I 类 | 81,744 | -0.83 | 22,533 | 63.28 | ||||
2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 5,776 | 8.55 | 967 | -21.57 | ||||
2025-07-24 | 13F | 冈德森资本管理公司 | 19,070 | 5,257 | ||||||
2025-08-26 | NP | 贝莱德增强资本与收益基金公司 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 163,416 | 11.30 | 45,046 | 83.24 | ||||
2025-07-23 | 13F | 海山金融集团公司 | 7,069 | 0.16 | 1,948 | 64.94 | ||||
2025-08-12 | 13F | 迪恩投资有限公司 | 3,410 | 0.00 | 940 | 64.74 | ||||
2025-08-13 | 13F | Silphium资产管理有限公司 | 17,605 | 2.34 | 4,853 | 68.47 | ||||
2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 1,945 | -35.87 | 374 | -44.26 | ||||
2025-08-06 | 13F | 方正金融证券有限公司 | 21,570 | -14.79 | 5,946 | 22.02 | ||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 93,341 | -1.65 | 25,729 | 61.93 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 56,655 | -4.05 | 15,617 | 57.96 | ||||
2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 31,903 | 9.21 | 7,723 | 32.57 | ||||
2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 1,965 | -7.09 | 542 | 52.82 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 63,489 | -0.72 | 17,501 | 63.46 | ||||
2025-08-11 | 13F | 洛布罗肯布罗公司 | 79,299 | -0.93 | 21,859 | 63.10 | ||||
2025-08-12 | 13F | EULAV资产管理 | 90,017 | 26.75 | 24,813 | 108.69 | ||||
2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 1,930 | 0.00 | 532 | 64.71 | ||||
2025-08-08 | 13F | 家族企业有限公司 | 21,298 | -6.77 | 5,871 | 53.50 | ||||
2025-09-10 | 13F | WT财富管理 | 1,180 | 325 | ||||||
2025-07-09 | 13F | PFW 顾问有限责任公司 | 3,958 | -28.63 | 1,091 | 17.56 | ||||
2025-08-14 | 13F | 维斯塔资本合伙公司 | 1,432 | 395 | ||||||
2025-07-16 | 13F | 奥古斯丁资产管理公司 | 1,648 | 1.23 | 454 | 66.91 | ||||
2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 5,537 | -3.32 | 1,526 | 59.29 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 148,179 | 3.57 | 40,846 | 70.51 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 119,788 | -4.83 | 33,020 | 56.68 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 32,581 | -1.43 | 8,981 | 62.27 | ||||
2025-08-07 | 13F | 奥特曼顾问公司 | 18,589 | -0.27 | 4,921 | 37.19 | ||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 14,564 | -1.03 | 4,015 | 62.97 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 4,322,454 | 1.31 | 1,194,942 | 70.61 | ||||
2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 46,317 | 23.55 | 12,767 | 103.43 | ||||
2025-08-21 | NP | LZUOX - Lazard 美国股票焦点投资组合公开股票 | 10,867 | -7.02 | 2,995 | 53.12 | ||||
2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 325 | 17.75 | 63 | 1.64 | ||||
2025-08-11 | 13F | 诺特·大卫·M·Jr | 710 | 0.00 | 196 | 65.25 | ||||
2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 世代资本管理有限公司 | 12,614 | -0.32 | 3,477 | 64.16 | ||||
2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 3,543 | -6.52 | 977 | 53.94 | ||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 7,177 | 22.47 | 1,978 | 101.63 | ||||
2025-08-07 | 13F | 鼎石金融服务 | 4,488 | 58.87 | 1,237 | 162.08 | ||||
2025-08-14 | 13F | 天鹅资本有限责任公司 | 43 | -64.46 | 12 | -45.00 | ||||
2025-08-14 | 13F | 明星金融银行 | 1,412 | 389 | ||||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 304,084 | 8.51 | 83,821 | 78.64 | ||||
2025-08-13 | 13F | 法国集团 | Put | 1,500 | 0.00 | 413 | 64.54 | |||
2025-04-22 | 13F | 沈氏金融集团 | 1,709 | 71.41 | 286 | 23.81 | ||||
2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 10,897 | 8.72 | 3,004 | 79.82 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 120,115 | 7.75 | 33,110 | 77.39 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 52,416 | 1.99 | 14,448 | 67.90 | ||||
2025-05-15 | 13F | 专题财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 2,587,287 | -32.29 | 713,185 | 11.47 | ||||
2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 9,807,735 | -24.44 | 1,887,695 | -34.27 | ||||
2025-08-12 | 13F | 坚果壳资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 格林伍德吉尔哈特公司 | 48,198 | 6.41 | 13,286 | 75.19 | ||||
2025-08-27 | NP | RYSIX - 电子基金投资者类别 | 33,840 | -5.29 | 9,328 | 55.92 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 1,345,700 | -22.62 | 370,942 | 27.39 | |||
2025-07-16 | 13F | 劳埃德咨询服务有限公司。 | 969 | 267 | ||||||
2025-08-12 | 13F | 频谱财富咨询集团有限责任公司 | 1,444 | 398 | ||||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 2,916,824 | 14.08 | 706,076 | 38.48 | ||||
2025-05-02 | 13F | 贝莱德公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 1,373,300 | 11.95 | 378,550 | 84.31 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 568,405 | -47.41 | 156,681 | -13.42 | ||||
2025-08-12 | 13F | 传统金融集团公司 | 1,092 | 301 | ||||||
2025-07-11 | 13F | 托马斯维尔国家银行 | 2,838 | -6.80 | 782 | 53.63 | ||||
2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 152,741 | 1.10 | 42,103 | 66.45 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 126,033 | -50.47 | 34,741 | -18.46 | ||||
2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 7,491 | -9.61 | 2,065 | 48.88 | ||||
2025-08-27 | NP | PJIAX - PGIM JENNISON 股权机会基金 A 类 | 13,136 | -27.85 | 3,621 | 18.77 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 53,298 | 83.69 | 14,692 | 202.47 | ||||
2025-08-13 | 13F | 克利尔街有限责任公司 | 194,642 | 53,653 | ||||||
2025-08-14 | 13F | 高维斯塔策略有限责任公司 | 12,800 | -19.50 | 3,528 | 32.53 | ||||
2025-06-27 | NP | AIIEX - 景顺国际成长基金A类 | 150,027 | -27.52 | 28,876 | -36.95 | ||||
2025-07-08 | 13F | 巴德金融服务公司 | 14,400 | -2.54 | 3,969 | 60.49 | ||||
2025-08-06 | 13F | Rps 咨询解决方案有限责任公司 | 1,687 | 465 | ||||||
2025-08-26 | NP | AB VARIABLE Products SERIES FUND, INC. - AB 全球主题增长投资组合 A 类 | 12,750 | 18.27 | 3,515 | 94.79 | ||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 10,142 | -41.96 | 2,796 | -4.44 | ||||
2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 16,140 | 114.54 | 3,571 | 179.64 | ||||
2025-08-07 | 13F | PCG 财富顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | 无限财富顾问有限公司 | 1,529 | -2.55 | 421 | 60.69 | ||||
2025-08-12 | 13F | 长岛财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 大使顾问有限责任公司 | 26,862 | 4.75 | 7,405 | 72.47 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 469,280 | 2.50 | 129,357 | 68.76 | ||||
2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,900 | 36.01 | 14,538 | 67.35 | ||||
2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 15,357 | -0.67 | 3,717 | 20.56 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 23,835 | 61.60 | 6,570 | 166.10 | ||||
2025-08-12 | 13F | 克雷文斯顾问有限公司 | 8,166 | -1.08 | 2,251 | 62.81 | ||||
2025-08-05 | 13F | SS&H 财务顾问公司 | 820 | 226 | ||||||
2025-06-25 | NP | 安联多元化收益及可转换基金 | 7,055 | 230.44 | 1,358 | 187.50 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 81,019 | 22.60 | 22,333 | 101.84 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 140,987 | 4.22 | 38,863 | 71.58 | ||||
2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-21 | 13F | 奥戴尔集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 262,073 | 1.59 | 72,240 | 67.25 | ||||
2025-08-13 | 13F | 港口顾问有限责任公司 | 3,500 | 0.00 | 965 | 64.51 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 80,830 | 7.67 | 22,281 | 77.26 | ||||
2025-07-07 | 13F | 投资者研究公司 | 2,900 | 0.00 | 799 | 64.74 | ||||
2025-08-01 | 13F | 信托投资顾问 | 22,950 | -3.41 | 6,326 | 59.06 | ||||
2025-08-08 | 13F | 雪松财富管理有限责任公司 | 2,820 | 0.00 | 777 | 64.62 | ||||
2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 153,961 | -3.13 | 42,439 | 59.49 | ||||
2025-08-14 | 13F | 达格科公司 | 1,424 | 0.78 | 392 | 66.10 | ||||
2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 156,008 | 28.32 | 43,004 | 111.27 | ||||
2025-07-23 | 13F | 睿智财富合伙人 | 2,658 | 0.00 | 733 | 64.49 | ||||
2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 138,471 | 5.33 | 38,170 | 73.42 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 4,062,998 | -1.57 | 1,119,965 | 62.05 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 15,048 | -37.09 | 4,148 | 3.55 | ||||
2025-07-23 | 13F | 贝内特财富管理公司 | 2,375 | 29.57 | 655 | 113.73 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 240,924 | 10.75 | 66,411 | 82.33 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 14 | -22.22 | 207 | 140.70 | |||
2025-06-23 | NP | IYW - iShares 美国科技 ETF | 3,166,029 | -12.91 | 609,366 | -24.25 | ||||
2025-07-09 | 13F | 发散规划有限责任公司 | 32,301 | 8,904 | ||||||
2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 105,902 | 13.34 | 29,192 | 86.60 | ||||
2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 11 | -99.94 | 3 | -99.90 | ||||
2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 229,513 | -5.88 | 44,174 | -18.13 | ||||
2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 14,172,078 | 9.67 | 2,727,700 | -4.61 | ||||
2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 489,844 | 5.28 | 135,025 | 73.33 | ||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 10,556 | -41.93 | 2,910 | -4.40 | ||||
2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 205 | -40.41 | 41 | -27.27 | ||||
2025-08-11 | 13F | 铜叶资本有限责任公司 | 1,044 | 288 | ||||||
2025-08-14 | 13F | 完整投资管理公司 | 87,900 | -14.99 | 24,230 | 39.95 | ||||
2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 4,113 | 5.30 | 1,134 | 73.51 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 22,861 | 0.55 | 6,302 | 65.55 | ||||
2025-08-14 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 6,825 | -0.44 | 1,143 | -23.46 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 96,368 | 1.47 | 29,094 | 82.97 | ||||
2025-07-28 | NP | NMUAX - Neuberger Berman Multi-Cap Opportunities Fund A 类 | 25,000 | 31.58 | 6,052 | 59.70 | ||||
2025-07-28 | NP | ROM - ProShares Ultra 技术 | 99,615 | -23.57 | 24,114 | -7.23 | ||||
2025-08-06 | 13F | 嘉实投资组合集团公司 | 362,814 | 30.71 | 100,010 | 115.19 | ||||
2025-07-28 | 13F | 彭定康公司/TN | 19,020 | -10.33 | 5,243 | 47.62 | ||||
2025-07-18 | 13F | 太平洋点顾问有限公司 | 7,645 | 64.59 | 2,107 | 171.17 | ||||
2025-08-14 | 13F | 原型财富合作伙伴 | 3,587 | 1.82 | 1 | |||||
2025-08-12 | 13F | 戈珀·布克哈特有限责任公司 | 1,698 | 15.51 | 468 | 90.24 | ||||
2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 527,218 | -19.69 | 145,328 | 32.22 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 398,931 | 4.80 | 76,782 | -8.84 | ||||
2025-06-27 | NP | CARK - CastleArk 大型增长 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 7,967 | -0.30 | 2,196 | 64.25 | ||||
2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 3,805 | 1,049 | ||||||
2025-08-13 | 13F | Tree Line顾问(香港)有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 9,617 | -12.33 | 3 | 100.00 | ||||
2025-08-05 | 13F | 百年银行/AR/ | 21,177 | -1.75 | 5,837 | 61.78 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 104,209 | 25.59 | 28,725 | 106.77 | ||||
2025-08-15 | 13F | 战略投资顾问/MI | 32,225 | -10.09 | 8,854 | 47.57 | ||||
2025-08-07 | 13F | 指导资本公司 | 1,088 | 0.00 | 314 | 42.08 | ||||
2025-08-26 | NP | JTEK - 摩根大通美国科技领袖ETF | 191,526 | 8.06 | 52,794 | 77.90 | ||||
2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 253 | 10.96 | 70 | 81.58 | ||||
2025-08-25 | NP | NBNGX - 坐中型成长基金公司 | 68,025 | 0.00 | 18,751 | 64.64 | ||||
2025-08-13 | 13F | DL卡尔森投资集团公司 | 22,004 | 6,065 | ||||||
2025-08-13 | 13F | 资本国际有限公司/ca/ | 462,078 | -5.86 | 127,372 | 54.99 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 56,744 | 0.41 | 15,641 | 65.30 | ||||
2025-08-26 | NP | WIREX - 无线基金 | 1,840 | -1.34 | 507 | 62.50 | ||||
2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 147,367 | -0.68 | 28,364 | -13.61 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 18,871 | 20.36 | 3,632 | 4.70 | ||||
2025-07-16 | 13F | 旧港顾问公司 | 22,574 | -4.84 | 6,223 | 56.69 | ||||
2025-07-29 | 13F | 阿恩霍德有限责任公司 | 123,583 | -4.73 | 34,066 | 56.85 | ||||
2025-07-28 | 13F | 整体规划有限责任公司 | 6,993 | 16.92 | 1,928 | 92.51 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 11,759 | -20.90 | 2,263 | -31.19 | ||||
2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 1,866 | 2.87 | 514 | 69.64 | ||||
2025-07-30 | 13F | 第一州际银行 | 10,327 | -0.56 | 2,847 | 63.75 | ||||
2025-07-18 | 13F | 布尔金资本管理有限公司 | 2,101 | 579 | ||||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 36,060 | -23.20 | 9,940 | 26.43 | ||||
2025-07-24 | 13F | 韦弗资本管理有限公司 | 42,231 | 0.79 | 11,641 | 65.93 | ||||
2025-07-16 | 13F | 费希尔金融服务公司 | 26,009 | -0.57 | 7,142 | 63.10 | ||||
2025-08-14 | 13F | 比恩维尔资本管理有限公司 | 2,170 | 2.36 | 598 | 68.93 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-24 | 13F | MSH资本顾问有限公司 | 2,185 | -8.39 | 602 | 50.88 | ||||
2025-07-07 | 13F | 加速投资顾问有限责任公司 | 2,770 | -9.27 | 764 | 49.32 | ||||
2025-08-06 | 13F | Aspetuck 财务管理有限责任公司 | 12,600 | 0.00 | 3,473 | 64.68 | ||||
2025-08-06 | 13F | 森吉咨询小组 | 19,996 | -1.15 | 4,840 | 39.92 | ||||
2025-08-13 | 13F | 万博特联合有限责任公司 | 11,398 | -6.67 | 3,018 | 46.60 | ||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 47,189 | 37.83 | 12,990 | 126.61 | ||||
2025-07-30 | NP | ALSMX - Archer 多股基金 | 495 | 0.00 | 120 | 21.43 | ||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 15,716 | 51.07 | 4,321 | 148.13 | ||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-10 | 13F | 社区信托投资公司 | 208,012 | -16.52 | 57,339 | 37.43 | ||||
2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 5,764 | 1.64 | 1,589 | 67.33 | ||||
2025-08-22 | NP | 德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级 | 5,184 | 18.25 | 1,429 | 94.55 | ||||
2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 8,859 | 30.63 | 1,705 | 13.67 | ||||
2025-07-15 | 13F | 百富勤投资管理公司 | 36,670 | 69.22 | 10,108 | 178.61 | ||||
2025-07-22 | 13F | Apexium 金融有限公司 | 6,087 | 8.17 | 1,678 | 78.03 | ||||
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 | 77,206 | 19.51 | 21,282 | 96.77 | ||||
2025-07-25 | 13F | 哈特兰银行信托公司 | 14,781 | -1.76 | 4,074 | 61.73 | ||||
2025-08-01 | 13F | 博尔特豪斯投资有限责任公司 | 12,430 | -8.01 | 3,426 | 51.46 | ||||
2025-08-14 | 13F | 帕洛阿尔托财富顾问有限公司 | 2,837 | 0.85 | 782 | 19.75 | ||||
2025-08-08 | 13F | 创意策划 | Put | 4,400 | 12 | |||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 295,100 | 110.64 | 81,344 | 246.79 | |||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 274,334 | -4.11 | 75,620 | 57.88 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 84,170 | 3.45 | 23,201 | 70.31 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 1,763,860 | 5.57 | 486 | 74.19 | ||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 516,633 | 0.01 | 142,410 | 64.65 | ||||
2025-08-26 | NP | IAVGX - Voya 增长和收入投资组合 ADV 类 | 376,416 | -4.33 | 103,759 | 57.51 | ||||
2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 7,564 | 0.07 | 2 | 100.00 | ||||
2025-08-14 | 13F | 尤利西斯管理有限责任公司 | 5,000 | 1,378 | ||||||
2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,776,496 | 0.61 | 430,036 | 22.12 | ||||
2025-08-14 | 13F | 七英里咨询 | 8,323 | 8.33 | 2,294 | 78.38 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 2,351,794 | 3.70 | 648,272 | 70.72 | ||||
2025-08-08 | 13F | 万洲基石投资公司 | 1,247 | 0.16 | 344 | 64.90 | ||||
2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 107,197 | -1.16 | 29,549 | 62.73 | ||||
2025-08-21 | NP | VALLX - 专注于价值线大型公司的基金公司 | 52,000 | 44.44 | 14,334 | 137.81 | ||||
2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 55,790 | -10.57 | 15,379 | 47.24 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 5,496 | 3.06 | 1,515 | 69.73 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 7,200 | -4.42 | 1,985 | 57.34 | ||||
2025-08-12 | 13F | JL 班布里奇公司 | 4,356 | 0.00 | 1,201 | 64.61 | ||||
2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 37,475 | -17.59 | 10,330 | 35.68 | ||||
2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 35,141 | 2.52 | 9,687 | 68.78 | ||||
2025-07-23 | 13F | 增值金融有限责任公司 | 1,857 | 13.16 | 512 | 86.50 | ||||
2025-07-15 | 13F | Heritage Oak 财富顾问有限责任公司 | 802 | 221 | ||||||
2025-08-06 | 13F/A | 海德兰资本有限责任公司 | 1,221 | 337 | ||||||
2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 5,310 | 6.12 | 1,464 | 74.79 | ||||
2025-07-21 | 13F | 柯伦金融合作伙伴有限责任公司 | 5,185 | 1,429 | ||||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 27,436 | -1.05 | 7,563 | 62.90 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 72,602 | -67.43 | 10 | -75.68 | ||||
2025-07-30 | NP | ARSKX - 阿切尔股票基金 | 3,965 | 0.00 | 960 | 21.39 | ||||
2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 5,578 | -4.84 | 1,537 | 56.68 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 79,450 | 21,900 | ||||||
2025-08-26 | NP | EKBAX - 富国银行多元化资本建设者基金 A 类 | 280,000 | -20.00 | 77,182 | 31.71 | ||||
2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 1,969 | 18.19 | 543 | 94.96 | ||||
2025-07-29 | 13F | 诺瓦资本管理有限公司 | 152,029 | -0.26 | 41,907 | 64.21 | ||||
2025-08-12 | 13F | MAI资本管理 | Call | 855 | 64.55 | |||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 35,809 | 16.84 | 9,871 | 92.36 | ||||
2025-08-12 | 13F | MAI资本管理 | 663,927 | -1.65 | 183,011 | 61.92 | ||||
2025-08-06 | 13F | SNS 金融集团有限责任公司 | 1,533 | 1.19 | 423 | 66.80 | ||||
2025-08-12 | 13F | MAI资本管理 | Put | 551 | 64.97 | |||||
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 | 35,816 | 0.58 | 9,873 | 65.61 | ||||
2025-08-04 | 13F | 现场和主要银行 | 36,182 | -2.20 | 9,973 | 61.01 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 87,319 | 46.39 | 24,070 | 141.00 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 80,749 | 25.91 | 22,259 | 107.30 | ||||
2025-08-21 | NP | CHCGX - 切萨皮克增长基金 | 4,865 | -12.50 | 1,429 | 33.46 | ||||
2025-07-21 | 13F | DHJJ财务顾问有限公司 | 3,638 | -0.36 | 1,003 | 63.99 | ||||
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 | 1,238,998 | 33.03 | 341,530 | 119.01 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 22,700 | 3.43 | 6,257 | 70.30 | ||||
2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 5,510 | -69.31 | 1,519 | -49.50 | ||||
2025-07-31 | 13F | 联合社区银行 | 5,836 | -17.48 | 1,609 | 35.81 | ||||
2025-07-22 | 13F | PUREfi 财富有限责任公司 | 11,635 | 5.79 | 3,207 | 74.20 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 107,830 | -0.69 | 29,723 | 63.50 | ||||
2025-06-24 | NP | QFLR - 创新者 Nasdaq-100 托管场内 ETF | 71,831 | -7.42 | 13,825 | -19.47 | ||||
2025-08-01 | 13F | 华侨银行 | 202,344 | 12.28 | 55,633 | 84.26 | ||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 8,778 | 2,420 | ||||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 571,279 | 1.35 | 157,473 | 66.86 | ||||
2025-08-06 | 13F | 石墨烯投资公司 | 24,100 | -14.84 | 6,643 | 40.21 | ||||
2025-08-13 | 13F | 地峡合伙人有限公司 | 63,610 | -0.41 | 17,534 | 63.96 | ||||
2025-08-13 | 13F | 蓝鳍资本公司 | 12,646 | 286.37 | 3,486 | 359.76 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | 710 | -37.77 | 196 | 2.09 | ||||
2025-07-24 | 13F | 科珀温德金融有限责任公司 | 21,558 | 3.26 | 5,942 | 70.01 | ||||
2025-07-09 | 13F | 塔点财富有限责任公司 | 1,387 | 6.20 | 382 | 75.23 | ||||
2025-08-06 | 13F | 地平线投资服务有限责任公司 | 31,251 | -4.36 | 8,615 | 57.48 | ||||
2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 10,515 | 13.96 | 2,898 | 87.69 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 386,984 | -3.40 | 106,672 | 59.04 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 144,856 | 1.10 | 27,880 | -12.06 | ||||
2025-07-16 | 13F | 卡哈巴财富管理公司 | 6,343 | -7.83 | 1,748 | 51.74 | ||||
2025-07-24 | 13F | Brücke Financial, Inc. | 6,147 | -9.07 | 1,694 | 30.21 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 579,400 | -2.00 | 159,712 | 61.35 | ||||
2025-09-09 | 13F | 剑桥金融集团有限责任公司 | 1,801 | 5.26 | 497 | 73.43 | ||||
2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 71,655 | 7.60 | 17,346 | 30.61 | ||||
2025-07-07 | 13F | 惠理投资公司 | 11,198 | 2.63 | 3,082 | 68.64 | ||||
2025-07-15 | 13F | 克拉鲁斯集团公司 | 2,718 | -6.85 | 749 | 53.48 | ||||
2025-07-23 | 13F | 诺蒂斯·麦康纳蒂·爱德华 | 5,522 | 0.00 | 1,522 | 64.72 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 11,450 | -89.60 | 3,156 | -82.88 | ||||
2025-07-30 | 13F | CMG 全球控股有限公司 | 938 | 276 | ||||||
2025-07-31 | 13F | 李丹纳巴斯公司 | 3,824 | -4.02 | 1,054 | 58.02 | ||||
2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 107,330 | -3.32 | 29,586 | 59.18 | ||||
2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 1,198,720 | 11.37 | 330,427 | 83.36 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 455,547 | -14.67 | 125,409 | 40.22 | ||||
2025-07-28 | NP | VSTIX - 股票指数基金 | 599,509 | -2.11 | 145,123 | 18.82 | ||||
2025-08-14 | 13F | 总督巷 LP | Put | 0 | -100.00 | 0 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 136,319 | 11.80 | 22,824 | -19.26 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 2,064 | 11.33 | 397 | -3.17 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 1,053,004 | 7.06 | 290,261 | 76.26 | ||||
2025-07-18 | 13F | TruNorth 资本管理有限公司 | 422 | -65.75 | 116 | -43.69 | ||||
2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 1,760 | 5.71 | 485 | 74.46 | ||||
2025-08-14 | 13F | 迈尔斯电力公司 | 3,201 | -5.30 | 882 | 56.11 | ||||
2025-08-11 | 13F | 中西部专业规划师有限公司 | 43,205 | -0.27 | 11,909 | 64.19 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 44,101 | -5.71 | 12,156 | 55.23 | ||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 617,909 | -3.25 | 170 | 60.38 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 68,195 | -4.11 | 18,770 | 57.63 | ||||
2025-08-28 | NP | TLGQX - 成长股票基金 | 38,974 | -4.71 | 10,743 | 56.88 | ||||
2025-08-13 | 13F | 格莱斯顿资本管理有限公司 | 610 | 0.00 | 168 | 64.71 | ||||
2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 6,359 | -6.32 | 1,753 | 54.23 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 3,933,516 | 0.16 | 1,084 | 64.99 | ||||
2025-08-13 | 13F | 霍布斯财富管理有限责任公司 | 2,306 | 20.42 | 636 | 98.44 | ||||
2025-05-13 | 13F | 富国银行/百万 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-09 | 13F | 智慧资本有限公司 | 684,302 | -1.63 | 188,628 | 61.96 | ||||
2025-07-18 | 13F | Generali Investments CEE,一家投资公司, | 45,604 | -0.43 | 12,571 | 63.93 | ||||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 167,426 | -25.12 | 46,151 | 23.28 | ||||
2025-08-14 | 13F | 运营顾问有限责任公司 | 12,264 | 1.06 | 3,381 | 66.42 | ||||
2025-08-07 | 13F | 罗林斯财务顾问有限责任公司 | 2,668 | 41.01 | 735 | 132.59 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 4,818 | 18.00 | 1,395 | 91.10 | ||||
2025-07-29 | 13F | 第一银行公司 /ME/ | 1,132 | 312 | ||||||
2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 6,235 | -1.92 | 1,719 | 61.47 | ||||
2025-07-08 | 13F | 博尔特伍德资本管理公司 | 3,256 | 34.94 | 898 | 122.03 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 33,808 | 7.14 | 9,319 | 76.40 | ||||
2025-07-24 | 13F | 阿克蒂姆公司 | 1,245,419 | 5.62 | 343 | 74.11 | ||||
2025-08-25 | NP | SDMGX - Sit 发展中市场增长基金 | 3,165 | -3.80 | 872 | 58.55 | ||||
2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,101 | -65.71 | 267 | -58.44 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Call | 476,100 | -3.76 | 53,271 | 251.00 | |||
2025-08-07 | 13F | 布里奥顾问有限责任公司 | 998 | -48.82 | 275 | -15.64 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 685 | 0.00 | 189 | 64.91 | ||||
2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 5,613 | -42.40 | 1,547 | -5.15 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Put | 307,500 | 3.81 | 701 | -95.74 | |||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 406,447 | 1.02 | 112,037 | 66.32 | ||||
2025-08-13 | 13F | Westerkirk资本公司 | 7,610 | 2,098 | ||||||
2025-08-08 | 13F | 信用资本投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 三尾财富管理有限公司 | 4,030 | 1,239 | ||||||
2025-07-24 | 13F | M1资本管理有限责任公司 | 2,980 | 6.54 | 821 | 75.43 | ||||
2025-07-21 | 13F | 协同财务管理有限责任公司 | 89,206 | 31.76 | 24,590 | 116.93 | ||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 169,710 | -1.68 | 46,781 | 61.87 | ||||
2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 25,877 | -3.57 | 7,133 | 58.77 | ||||
2025-08-26 | NP | JUEAX - 摩根大通美国A级股票基金 | 3,539,072 | -18.61 | 975,545 | 33.99 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 262,726 | -9.20 | 72,420 | 49.50 | ||||
2025-08-27 | 13F | 赛普拉斯资本顾问有限责任公司 | 5,598 | 2.98 | 1,543 | 69.56 | ||||
2025-08-08 | 13F | 阿瓦隆信托公司 | 340,571 | -3.67 | 93,878 | 58.60 | ||||
2025-08-13 | 13F | 阿尔科斯塔资本管理公司 | 36,640 | -0.41 | 10,100 | 63.94 | ||||
2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 28,185 | 10.91 | 7,769 | 82.63 | ||||
2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 39,000 | -8.19 | 10,750 | 51.15 | ||||
2025-07-22 | 13F | LGT基金管理有限公司 | 59,232 | -50.04 | 16,327 | -17.75 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 61,055 | 583.32 | 16,830 | 1,025.69 | ||||
2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 168,700 | -28.30 | 40,837 | -12.97 | ||||
2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 484 | 0.00 | 93 | -13.08 | ||||
2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 4,296 | 66.77 | 1,184 | 174.71 | ||||
2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 108,707 | 16.30 | 29,965 | 91.47 | ||||
2025-08-07 | 13F | 加尔达资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Mirabaud资产管理有限公司 | 12,894 | 42.54 | 3,473 | 127.08 | ||||
2025-08-07 | 13F | 源源AM有限责任公司 | 12,963 | -2.31 | 3,573 | 60.87 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 1,305,653 | -0.04 | 359,903 | 64.56 | ||||
2025-07-28 | NP | SOXQ - Invesco PHLX 半导体 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 | 223,629 | -18.35 | 54,134 | -0.89 | ||||
2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 2,429 | 29.34 | 643 | 104.78 | ||||
2025-06-26 | NP | FIVFX - 富达国际资本增值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 337,451 | 33.89 | 64,949 | 16.46 | ||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-07 | 13F | 福克斯希尔财富管理 | 6,031 | -18.21 | 1,663 | 34.68 | ||||
2025-08-13 | 13F | 胜利金融集团有限公司 | 9,749 | 58.99 | 2,687 | 153.49 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 24,132 | -3.56 | 6,652 | 58.77 | ||||
2025-07-29 | 13F | 溪畔合作伙伴 | 2,934 | 15.88 | 809 | 91.02 | ||||
2025-08-12 | 13F | 巴林银行 | 2,805 | 3.89 | 773 | 71.02 | ||||
2025-07-25 | NP | APLIX - 对冲收益基金投资者 | 5,300 | 0.00 | 1,283 | 21.40 | ||||
2025-08-13 | 13F | 河公园顾问有限责任公司 | 417 | 47.35 | 115 | 142.55 | ||||
2025-07-01 | 13F | BancFirst信托与投资管理公司 | 1,200 | 323 | ||||||
2025-07-16 | 13F | 凯利于尔根斯财富管理有限公司 | 56,518 | -0.74 | 15,579 | 63.42 | ||||
2025-08-07 | 13F | 梅波特有限公司 | 1,241 | -23.58 | 342 | 26.20 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 590,973 | -2.08 | 162,624 | 60.94 | ||||
2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 2,978 | 16.15 | 821 | 91.14 | ||||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 34,919 | 16.08 | 9,625 | 91.12 | ||||
2025-08-11 | 13F | 莫林财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-21 | NP | VALIX - 价值线资本增值基金公司 | 39,000 | 11.43 | 10,750 | 83.45 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 15,022 | -0.79 | 4 | 100.00 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 1,362,125 | 112.32 | 375 | 250.47 | ||||
2025-08-12 | 13F | 磁石财富管理有限责任公司 | 952 | 262 | ||||||
2025-08-25 | NP | SNIGX - Sit 大盘成长基金公司 | 39,100 | -6.46 | 10,778 | 54.00 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 175,473 | 1.96 | 48,369 | 67.86 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 1,285 | 354 | ||||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 505 | -1.94 | 139 | 61.63 | ||||
2025-08-07 | 13F | 柯蒂斯咨询集团有限责任公司 | 2,500 | 689 | ||||||
2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,824 | 8.00 | 11,707 | -6.06 | ||||
2025-08-25 | NP | IESGX - Sit ESG 成长基金 - I 类 | 1,925 | 0.00 | 531 | 64.60 | ||||
2025-06-24 | NP | TNRAX - 1290 Avantis 美国大盘成长基金 A 类 | 26,324 | 8.24 | 5,067 | -5.85 | ||||
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 | 297,631 | 22.62 | 57,285 | 6.66 | ||||
2025-07-28 | 13F | 传承财富管理公司/CA/ | 18,723 | 0.16 | 5,161 | 64.91 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 30,071 | 24.68 | 8,850 | 119.14 | ||||
2025-07-30 | 13F | 费尔威财富有限责任公司 | 294 | 0.00 | 81 | 65.31 | ||||
2025-08-13 | 13F | 金融复仇者公司 | 229 | -54.02 | 63 | -24.10 | ||||
2025-08-14 | 13F | 帕洛玛合伙人管理公司 | 41,000 | -33.33 | 11,302 | 9.76 | ||||
2025-07-15 | 13F | 西格内特财务管理有限公司 | 44,167 | -15.62 | 12,175 | 38.93 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 20,787 | 54.58 | 5,730 | 154.51 | ||||
2025-07-29 | 13F | 自由广场财富合伙人有限责任公司 | 2,000 | 0.00 | 551 | 64.97 | ||||
2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 15,872 | 1.02 | 4,375 | 66.29 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 127,888 | -16.03 | 35,252 | 38.24 | ||||
2025-08-08 | 13F | KBC 集团 | 3,954,842 | 24.96 | 1,090 | 106.05 | ||||
2025-07-16 | 13F | 迈耶汉德曼公司 | 3,000 | -2.38 | 827 | 60.70 | ||||
2025-08-11 | 13F | 百富金融集团有限责任公司 | 3,907 | -32.94 | 1,077 | 10.36 | ||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 9,617 | 67.49 | 2,651 | 99.40 | ||||
2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 39,173 | -1.48 | 10,798 | 62.21 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | Call | 250 | 150.00 | 482 | 5,255.56 | |||
2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 745 | 205 | ||||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 117,508 | 36.97 | 32,391 | 125.52 | ||||
2025-08-14 | 13F | 阿拉贡全球管理有限合伙人 | 77,850 | 19.92 | 21,459 | 97.43 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 46 | 13 | ||||||
2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 18,718 | 3.03 | 5,160 | 69.65 | ||||
2025-07-01 | 13F | 私人客户服务有限公司 | 5,564 | 32.19 | 1,534 | 117.76 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 12,544 | 8.74 | 3,458 | 79.03 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 1,340 | -8.53 | 369 | 52.48 | ||||
2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 3,270 | 901 | ||||||
2025-07-10 | 13F | 传统金融策略有限责任公司 | 4,312 | 114.21 | 1,189 | 252.52 | ||||
2025-08-06 | 13F | 延龄草资产管理有限公司 | 1,810 | 499 | ||||||
2025-08-05 | 13F | 伯尼公司/ | 173,597 | -3.88 | 47,852 | 58.25 | ||||
2025-07-23 | 13F | 哥伦布宏有限责任公司 | 33,167 | 7.51 | 9,143 | 77.00 | ||||
2025-07-24 | 13F | 活橡树投资伙伴 | 3,039 | -30.03 | 838 | 15.13 | ||||
2025-07-28 | 13F | Triton 财富管理公司 | 1,639 | 473 | ||||||
2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 4,650 | 0.00 | 1,126 | 21.36 | ||||
2025-07-28 | NP | 美元 - ProShares Ultra 半导体 | 540,782 | -10.95 | 130,907 | 8.09 | ||||
2025-07-29 | 13F | 哈姆林资本管理有限责任公司 | 1,016,067 | 0.94 | 280,079 | 66.18 | ||||
2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 7,141 | -31.02 | 1,968 | 13.56 | ||||
2025-07-25 | 13F | 阿波罗金融有限责任公司 | 20,565 | 3.56 | 5,669 | 70.52 | ||||
2025-07-29 | 13F | 艾尔顾问有限公司 | 987 | 272 | ||||||
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 | 2,099 | 15.58 | 404 | 0.50 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 800 | 8.11 | 221 | 78.86 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 6,356 | 34.38 | 1,223 | 16.92 | ||||
2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 113,150 | 29.73 | 27,390 | 57.48 | ||||
2025-08-11 | 13F | 理论金融有限公司 | 947 | 278 | ||||||
2025-04-17 | 13F | 人生规划合作伙伴公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 1,771 | 33.56 | 488 | 120.81 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 198,873 | 2.36 | 38,277 | -10.97 | ||||
2025-08-01 | 13F | 洛根资本管理公司 | 357,682 | -12.46 | 98,595 | 44.12 | ||||
2025-08-26 | NP | WUGI - AXS Esoterica NextG 经济 ETF | 11,294 | -20.16 | 3,113 | 31.46 | ||||
2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 29,050 | 0.00 | 8,008 | 64.65 | ||||
2025-07-08 | 13F | 梯度投资有限责任公司 | 215,202 | 21.73 | 59,321 | 100.41 | ||||
2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 9,995 | -10.10 | 2,755 | 48.04 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 83,121 | -11.65 | 22,912 | 45.46 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 190,106 | -0.44 | 52,403 | 63.92 | ||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 199,867 | -4.65 | 55 | 57.14 | ||||
2025-08-28 | NP | AFPAX - AmericaFirst 收入基金 A 类 | 1,724 | -12.75 | 475 | 43.94 | ||||
2025-08-28 | NP | LBNDX - 雅培勋爵债券债券基金公司 A 类 | 42,287 | 11,656 | ||||||
2025-07-28 | 13F | CGC 金融服务有限责任公司 | 728 | 0.00 | 201 | 65.29 | ||||
2025-08-05 | 13F | 子午线管理公司 | 867 | 255 | ||||||
2025-07-29 | 13F | BXM 财富有限责任公司 | 14,396 | -6.60 | 3,968 | 53.20 | ||||
2025-08-14 | 13F | 哈里斯联合有限合伙人 | 2,032 | 560 | ||||||
2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 134,990 | 4.78 | 37,210 | 72.50 | ||||
2025-08-14 | 13F | 阿帕卢萨马 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 1,996,187 | -0.45 | 550,249 | 63.89 | ||||
2025-07-17 | 13F | SC&H 财务顾问公司 | 3,348 | 5.45 | 923 | 73.63 | ||||
2025-08-12 | 13F | 鲍伊资本管理有限公司 | 78,670 | 21,685 | ||||||
2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 112 | 31 | ||||||
2025-08-13 | 13F | 北方信托公司 | 48,810,915 | 1.01 | 13,454,729 | 66.30 | ||||
2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,139 | 33.81 | 3,684 | 16.40 | ||||
2025-08-25 | NP | SIBAX - 坐平衡基金 | 11,400 | 0.00 | 3,142 | 64.68 | ||||
2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 38,387 | 20.25 | 7,388 | 4.60 | ||||
2025-07-18 | 13F | 精准财富策略有限责任公司 | 4,653 | -69.76 | 1,283 | -50.23 | ||||
2025-07-18 | 13F | 必要资本管理有限责任公司 | 1,631 | 28.43 | 450 | 111.79 | ||||
2025-07-30 | 13F | 昌盛金融集团有限公司 | 11,379 | 0.43 | 3,137 | 65.40 | ||||
2025-08-28 | NP | ABRFX - AmericaFirst 每月风险规避风险基金 A 类 | 182 | -74.26 | 50 | -57.63 | ||||
2025-07-09 | 13F | 灵感财富顾问有限公司 | 964 | -46.09 | 266 | -11.37 | ||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 173,956 | -26.81 | 47,951 | 20.50 | ||||
2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 231,963 | -0.12 | 63,941 | 64.44 | ||||
2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 244 | 47 | ||||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 37,310 | 11.15 | 10,285 | 82.99 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 119,291 | -0.23 | 33 | 60.00 | ||||
2025-08-12 | 13F | 黄杨风险投资公司 | 12,876 | 27.71 | 3,549 | 110.25 | ||||
2025-04-24 | 13F | 太平洋环球投资管理公司 | 1,315 | -17.09 | 220 | -40.05 | ||||
2025-08-12 | 13F | Agp Franklin 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 27,848 | -3.56 | 8 | 75.00 | ||||
2025-08-14 | 13F | 红木金融网络公司 | 1,939 | 1.73 | 535 | 67.40 | ||||
2025-06-27 | NP | NSBAX - Nuveen Santa Barbara 股息增长基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,416,727 | -2.35 | 272,677 | -15.06 | ||||
2025-07-22 | 13F | LGT集团基金会 | 729,879 | -16.67 | 201,191 | 37.20 | ||||
2025-08-12 | 13F | 绗缝公司 | 1,533 | 423 | ||||||
2025-08-13 | 13F | 罗伯茨资本顾问有限责任公司 | 18,155 | 29.77 | 5,004 | 113.66 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 1,219,243 | 1.28 | 336,084 | 66.75 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 34,868 | 8.12 | 9,611 | 78.01 | ||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 230 | 0.00 | 63 | 65.79 | ||||
2025-07-25 | 13F | 进化顾问公司 | 450 | 0.00 | 0 | |||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 88,603 | -12.83 | 24,423 | 43.52 | ||||
2025-07-16 | 13F | 传奇财务顾问公司 | 100 | 28 | ||||||
2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 27,057 | -5.60 | 7,458 | 55.44 | ||||
2025-08-25 | NP | 美国基金保险系列 - 国际增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,075 | -19.21 | 2,226 | 32.99 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- INVESCO VI 国际增长基金系列 I | 56,249 | -30.86 | 15,505 | 13.83 | ||||
2025-07-21 | 13F | 家族首席财务官公司 | 100 | 0.00 | 28 | 68.75 | ||||
2025-07-29 | NP | SFYF - SoFi 50 ETF | 2,101 | 509 | ||||||
2025-07-24 | 13F | 西北财富顾问有限公司 | 791 | 218 | ||||||
2025-08-14 | 13F | 斯特纳姆资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | EADIX - 伊顿万斯税务管理全球股息收入基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | 太阳点有限责任公司 | 24,300 | 230.30 | 6,698 | 444.11 | ||||
2025-08-14 | 13F | Oaktop 资本管理公司 Ii, Lp | 362,760 | 0.00 | 99,995 | 64.64 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 4,431 | 41.97 | 1,221 | 133.91 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 29,360 | 639.55 | 8,093 | 82.65 | ||||
2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 2,076 | -7.77 | 572 | 52.13 | ||||
2025-07-18 | 13F | 奥洛克公司 | 1,996 | 0.00 | 550 | 64.67 | ||||
2025-08-08 | 13F | BIT 资本有限公司 | 54,586 | 10,179.85 | 15,047 | 16,997.73 | ||||
2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 81 | 1.25 | 22 | 69.23 | ||||
2025-07-30 | 13F | 杜邦资本管理公司 | 84,763 | 42.62 | 23,365 | 134.81 | ||||
2025-08-22 | NP | SDGAX - DWS资本成长基金A类 | 220,382 | -1.19 | 60,748 | 62.68 | ||||
2025-08-08 | 13F | 基贝克阿尔法,LP | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 1,858 | 0.05 | 512 | 65.16 | ||||
2025-07-23 | 13F | Hager 投资管理服务有限公司 | 35,119 | -5.18 | 9,680 | 56.10 | ||||
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 | 57,025,907 | 0.47 | 15,719,191 | 65.41 | ||||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 59,494 | 11.54 | 16,400 | 83.64 | ||||
2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 10,809 | 46.34 | 2,980 | 141.02 | ||||
2025-07-07 | 13F | RDA金融网络 | 38,969 | -20.59 | 10,742 | 30.73 | ||||
2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 524,351 | 2.41 | 144,537 | 68.61 | ||||
2025-08-22 | 13F | Cim投资管理公司 | 42,418 | 99.66 | 10,761 | 202.53 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 939,919 | 127.34 | 259,089 | 274.28 | ||||
2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 116,847 | -0.74 | 32,209 | 63.42 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | Put | 0 | 0 | |||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 7,668 | -2.95 | 2,114 | 59.83 | ||||
2025-07-15 | 13F | 帆船资本集团有限公司 | 26,567 | 7.82 | 7,323 | 77.53 | ||||
2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,455 | -11.66 | 1,563 | 7.21 | ||||
2025-07-01 | 13F | 石桥资本管理公司 | 1,740 | 0 | ||||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 732,226 | -4.18 | 201,838 | 57.76 | ||||
2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 32,912 | -11.05 | 9,072 | 46.44 | ||||
2025-07-07 | 13F | RB 资本管理有限责任公司 | 31,367 | 1.37 | 8,646 | 66.91 | ||||
2025-08-14 | 13F | 汉普顿路资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | D.斯科特尼尔公司 | 1,022 | 282 | ||||||
2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 4,736 | 7.51 | 1,305 | 77.07 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 2,748 | 30.98 | 757 | 115.67 | ||||
2025-08-12 | 13F | Napean 贸易投资有限公司(新加坡)私人有限公司 | 56,312 | -24.91 | 15,522 | 23.63 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 4,120 | 65.46 | 1,136 | 172.84 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 168 | 32 | ||||||
2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 13,568 | 31.95 | 3,740 | 117.32 | ||||
2025-06-27 | NP | RSPT - Invesco S&P 500 等权重技术 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 | 231,151 | -19.03 | 44,490 | -29.57 | ||||
2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 5,357 | -1.03 | 1,477 | 62.91 | ||||
2025-08-12 | 13F | 美国APG资产管理公司 | 123,408 | -16.04 | 32,671 | 31.91 | ||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 19,481 | 4.07 | 5,370 | 71.31 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 8,882 | 180.63 | 2,448 | 362.76 | ||||
2025-07-17 | 13F | 西方金融公司/CA | 4,128 | -61.14 | 1,138 | -36.05 | ||||
2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 250 | 0.00 | 69 | 65.85 | ||||
2025-08-05 | 13F | 关键金融公司 | 19,988 | 0.37 | 5,510 | 65.24 | ||||
2025-07-10 | 13F | CWC Advisors, LLC。 | 22,362 | -3.47 | 6,164 | 58.95 | ||||
2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 322,685 | 88,948 | ||||||
2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 4,794 | 97.69 | 1,321 | 225.37 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 76,417 | 11.04 | 14,708 | -3.41 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 170,809 | -17.77 | 47,084 | 35.37 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 823,030 | -7.11 | 227 | 52.70 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 16,344 | 3,956 | ||||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 1,404,719 | -5.04 | 387,211 | 56.34 | ||||
2025-08-05 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 4,512 | 0.00 | 1,244 | 64.64 | ||||
2025-08-14 | 13F | 贾斯珀里奇合伙人有限合伙人 | 19,500 | 0.00 | 5,375 | 64.68 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 27,450 | 879.66 | 7,567 | 1,513.22 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 56,232 | -0.93 | 15,500 | 63.12 | ||||
2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 90,373 | 14.14 | 24,911 | 87.92 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 全球科技基金 A 类 | 248,363 | -16.00 | 60,121 | 1.96 | ||||
2025-08-12 | 13F | 河滨投资集团有限责任公司 | 16,524 | 107.64 | 4,555 | 241.89 | ||||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 281 | -72.23 | 54 | -75.78 | ||||
2025-08-14 | 13F | 瑞银集团 | Call | 1,251,270 | -44.44 | 344,913 | -8.53 | |||
2025-08-14 | 13F | 瑞银集团 | Put | 2,288,500 | -3.15 | 630,825 | 59.45 | |||
2025-08-14 | 13F | 瑞银集团 | 25,517,251 | -7.53 | 7,033,830 | 52.23 | ||||
2025-08-06 | 13F | 峰会财富集团有限责任公司 | 1,274 | -17.17 | 0 | |||||
2025-08-25 | 13F | 山顶合伙人有限责任公司 | 11,458 | -7.09 | 3,158 | 53.00 | ||||
2025-08-06 | 13F | 灰狐财富顾问有限责任公司 | 1,489 | 0.07 | 411 | 64.66 | ||||
2025-08-13 | 13F | 谢里登堡顾问有限公司 | 8,430 | 2.28 | 2,324 | 68.46 | ||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 15,855 | 11.21 | 4,370 | 83.07 |