机构投资人持股和股东
DocuSign, Inc. (MX:DOCU) 有 1429 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 212,270,069 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, State Street Corp, IJH - iShares Core S&P Mid-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, American Century Companies Inc, NAESX - Vanguard Small-Cap Index Fund Investor Shares, Jericho Capital Asset Management L.P., Price T Rowe Associates Inc /md/, and Capital World Investors .
DocuSign, Inc. (BMV:DOCU)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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 18,086 | 15.89 | 1,409 | 10.87 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 274,860 | 64.88 | 21,409 | 57.76 | ||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,335 | -54.24 | 961 | -56.22 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 84,116 | 65.14 | 6,552 | 58.03 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 21,411 | -2.00 | 1,668 | -6.24 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 2,635 | 205 | ||||||
2025-07-31 | 13F | 卡雷拉资本顾问公司 | 37,332 | 197.92 | 2,908 | 185.00 | ||||
2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 488 | -87.65 | 43 | -86.89 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 6,952 | 566 | ||||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 7,618 | -49.17 | 593 | -51.35 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 10,941 | -26.47 | 852 | -29.64 | ||||
2025-08-15 | 13F | 卡兹投资有限公司 | 500 | 0.00 | 39 | |||||
2025-05-12 | 13F | 诺德万德顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 595 | 31.35 | 46 | 27.78 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 3,500 | -89.71 | 273 | -90.17 | |||
2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 1,233 | -50.66 | 96 | -74.74 | ||||
2025-08-14 | 13F | 高盛集团公司 | Put | 43,700 | 0.00 | 3,404 | -4.33 | |||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 4,370 | 0.00 | 340 | -4.23 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 高盛集团公司 | 1,325,986 | -14.53 | 103,281 | -18.22 | ||||
2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 277 | 2.97 | 22 | -12.50 | ||||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 15,720 | -16.48 | 1,393 | -11.05 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,114,392 | 0.33 | 86,410 | -4.04 | ||||
2025-07-28 | NP | SKYU - ProShares Ultra 云计算 ProShares Ultra 纳斯达克云计算 | 144 | -47.06 | 13 | -45.45 | ||||
2025-07-29 | NP | SXQG-6经络优质增长ETF | 2,967 | -30.95 | 263 | -26.61 | ||||
2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 432 | 0.00 | 34 | -5.71 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 8,860 | -14.16 | 690 | -17.86 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 6,581 | 9.39 | 513 | 4.70 | ||||
2025-07-11 | 13F | 阿迪朗达克信托公司 | 235 | 0.00 | 18 | -5.26 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 113,814 | -51.77 | 8,865 | -53.85 | ||||
2025-05-12 | 13F | 安联保险 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 1,541 | 0 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 13,521 | -23.34 | 1,053 | -26.62 | ||||
2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | XJH - iShares ESG 筛选标普中盘 ETF | 21,829 | 2.94 | 1,700 | -1.51 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -129 | -10 | |||||
2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 46 | 6.98 | 4 | -25.00 | ||||
2025-05-09 | 13F | Performa 有限公司(美国)有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 4 | 0.00 | 0 | |||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 315,000 | 24,088 | |||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 152,500 | 11,662 | |||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 16,344 | 153.36 | 1 | |||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 112,200 | 5.25 | 8,739 | 0.71 | ||||
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 | 203,985 | 2.60 | 18,075 | 9.31 | ||||
2025-07-28 | NP | UMDD - ProShares UltraPro MidCap400 | 1,142 | -35.33 | 101 | -30.82 | ||||
2025-08-15 | 13F | 摩根士丹利 | 3,886,472 | 47.19 | 302,718 | 40.85 | ||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 90 | 0.00 | 7 | 0.00 | ||||
2025-05-28 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 50,000 | 4,070 | ||||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 125 | 0.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 73,611 | 6.75 | 5,734 | 2.14 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,588 | 9.97 | 141 | 16.67 | ||||
2025-07-16 | 13F/A | CX 机构 | 10 | 0 | ||||||
2025-08-14 | 13F | CIBC 世界市场公司 | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 摩根大通公司 | 984,771 | -17.55 | 76,704 | -21.11 | ||||
2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 5,404 | 51.80 | 479 | 61.49 | ||||
2025-07-28 | 13F | Eq 财富顾问有限公司 | 50 | 0.00 | 4 | -25.00 | ||||
2025-08-08 | 13F | 木星资产管理有限公司 | 1,316,440 | 88.27 | 102,538 | 80.15 | ||||
2025-07-23 | 13F | 流利金融有限责任公司 | 8,841 | 23.32 | 689 | 18.01 | ||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 9,987 | -58.53 | 885 | -55.84 | ||||
2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,754 | -1.41 | 3,086 | -16.68 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 9 | 1 | ||||||
2025-03-27 | NP | PWS - Pacer WealthShield ETF | 367 | -36.83 | 35 | 9.38 | ||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿中盘股指数投资组合 A 类 | 78,065 | -3.77 | 6,080 | -7.92 | ||||
2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 7,490 | 7.09 | 612 | -9.47 | ||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 38,829 | -6.14 | 3,174 | -20.67 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,196 | 606 | ||||||
2025-05-15 | 13F | 加拿大皇家银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 986,576 | -16.60 | 76,844 | -20.20 | ||||
2025-03-25 | NP | FNX - First Trust 中型核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,247 | 68.76 | 4,860 | 135.35 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,135 | 38.71 | 337 | 37.14 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 61,567 | -0.59 | 4,795 | -4.88 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 第一生命保险株式会社 | 12,822 | -20.50 | 999 | -23.93 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 53,408 | -3.79 | 4,160 | -7.95 | ||||
2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 19,130 | 4.68 | 1,564 | -11.54 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 10,197 | 4.92 | 794 | 0.38 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 5,912 | 0.42 | 460 | -3.97 | ||||
2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 38,700 | -19.21 | 3,164 | -31.73 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 27 | 0.00 | 2 | 0.00 | ||||
2025-07-25 | 13F | 资产规划有限公司 | 50 | 0.00 | 4 | -25.00 | ||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 5,214 | 13.37 | 426 | -4.05 | ||||
2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 658 | -73.70 | 55 | -72.86 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 78 | 6 | ||||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 2,705 | -43.22 | 211 | -45.74 | ||||
2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 611 | 0.00 | 50 | -16.95 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 689,845 | 2.97 | 53,732 | -1.47 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 31 | 29.17 | 2 | 100.00 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 47 | 0.00 | 4 | 0.00 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 676 | -87.51 | 53 | -88.18 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P MidCap 400 纯增长基金可变年金 | 1,108 | -7.82 | 86 | -11.34 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1 | 0.00 | 0 | |||||
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 | 313,924 | 7.30 | 27,817 | 14.32 | ||||
2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 3,449,788 | -10.23 | 268,704 | -14.10 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 624,195 | -38.53 | 48,207 | -41.26 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 19,300 | -26.05 | 1,503 | -29.24 | |||
2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 24,200 | -27.76 | 1,885 | -30.89 | |||
2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 119,591 | -17.85 | 9,315 | -21.39 | ||||
2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 23,000 | 0.00 | 1,791 | -4.33 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 53,270 | -0.77 | 4,149 | -5.04 | ||||
2025-07-30 | NP | OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股 | 15,000 | 15.38 | 1,329 | 22.94 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,221 | 39.49 | 2,040 | 30.45 | ||||
2025-08-13 | 13F | 阿德莫尔路资产管理有限公司 | 156,000 | 41.82 | 12,151 | 35.69 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 80,408 | 19.82 | 6,266 | 14.66 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 306 | 24 | ||||||
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 | 3,106 | -25.82 | 242 | -29.12 | ||||
2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 325,186 | 187.34 | 26,584 | 142.83 | ||||
2025-08-14 | 13F | 前沿资本管理有限公司 | 3,716 | -91.47 | 289 | -91.85 | ||||
2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 3,373 | -4.91 | 299 | 1.02 | ||||
2025-08-12 | 13F | 德国商业银行 | 50,500 | -2.32 | 4 | -25.00 | ||||
2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 5,274 | -41.10 | 411 | 9.04 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 118 | 0.00 | 9 | 0.00 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 196,936 | -8.42 | 15,339 | -12.37 | ||||
2025-06-05 | NP | GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票 | 425,508 | -2.25 | 34,785 | -17.39 | ||||
2025-07-25 | NP | MTCAX - MFS科技基金A | 475,267 | 29.51 | 42,113 | 37.98 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 33,266 | -0.38 | 2,591 | -4.67 | ||||
2025-08-14 | 13F | 克拉夫资本合伙公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 905 | 11.73 | 74 | -6.41 | ||||
2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 93,420 | 0.00 | 7 | 0.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 14,738 | 13.10 | 1,148 | 8.21 | ||||
2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 145,306 | 4.06 | 11,318 | -0.43 | ||||
2025-05-15 | 13F | 桑德勒资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 51,324 | -38.75 | 3,998 | -41.40 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 35,884 | 83.36 | 2,795 | 75.57 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 16,535 | 449.88 | 1,288 | 427.46 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 11 | -15.38 | 1 | -100.00 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 4 | 0.00 | 0 | |||||
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 | 13,355 | 22.76 | 1,092 | 3.71 | ||||
2025-05-22 | NP | GARIX - Gotham 绝对回报基金机构级 | 9,762 | -69.06 | 795 | -59.45 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 709,044 | 17.80 | 55,227 | 12.72 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 13,802 | -46.71 | 1,075 | -49.00 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 788 | 102.05 | 61 | 96.77 | ||||
2025-08-27 | NP | TLGAX - Timothy 大型/中型成长基金 A 类 | 27,950 | -2.45 | 2,177 | -6.65 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 484,000 | 7.76 | 37,699 | 3.12 | ||||
2025-08-28 | 13F | 汇添富资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 协力金融集团有限公司 | 4,648 | -3.89 | 362 | -7.89 | ||||
2025-07-30 | NP | SPMIX - 标普中盘指数基金直接股票 | 7,166 | -3.80 | 635 | 2.42 | ||||
2025-08-12 | 13F | 英国保诚集团 | 6,965 | 138.36 | 543 | 128.69 | ||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 109,153 | 8,502 | ||||||
2025-08-13 | 13F | 纽约州共同退休基金 | 247,813 | 0.00 | 19 | -5.00 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 824 | -1.55 | 67 | -2.94 | ||||
2025-08-04 | 13F | 精明顾问公司 | 3,090 | 5.35 | 241 | 0.84 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 654 | -1.65 | 51 | -7.41 | ||||
2025-04-14 | 13F | 爱国者金融集团保险代理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-31 | 13F | 奥本海默资产管理公司 | 8,582 | -5.17 | 668 | -9.24 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 4,558 | -6.44 | 355 | -10.35 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 3 | -99.84 | 0 | |||||
2025-08-14 | 13F | 原子金融集团有限公司 | 6,819 | -4.67 | 531 | -8.76 | ||||
2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 458,900 | 6.35 | 35,744 | 1.76 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 50,947 | 4.36 | 3,968 | -0.13 | ||||
2025-05-14 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,095 | 3.34 | 234 | 101.72 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 163,400 | 33.17 | 13 | 33.33 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | 51,883 | 181.59 | 4 | 300.00 | ||||
2025-07-25 | 13F | CWM有限公司 | 24,022 | -0.07 | 2 | 0.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 5,865 | -2.61 | 457 | -6.94 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 84,283 | 1.28 | 6,565 | -3.10 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,229 | 67.47 | 174 | 60.19 | ||||
2025-07-10 | 13F | 选择性财富管理公司 | 44,673 | -3.50 | 3,555 | 3.28 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 8 | 0.00 | 1 | |||||
2025-07-17 | 13F | 圣犀牛资本有限公司 | 16,786 | -0.20 | 1,307 | -4.53 | ||||
2025-08-27 | NP | FORH - 强大的 ETF | 5,169 | 403 | ||||||
2025-04-15 | 13F | SG美洲证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-11 | 13F | YD摩尔投资有限公司 | 18,512 | 10.05 | 1,416 | 3.51 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 110,000 | -20.23 | 9 | -27.27 | |||
2025-07-15 | 13F | Bfsg 有限公司 | 50 | 0.00 | 4 | -25.00 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 7,640 | 0.00 | 595 | -4.19 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 中期成长基金机构类 | 13,641 | 2.98 | 1,062 | -1.48 | ||||
2025-08-14 | 13F | 采石场LP | 355 | -31.86 | 28 | -35.71 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 2,800 | 0.00 | 218 | -3.96 | ||||
2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 191,000 | 7.91 | 14,877 | 3.26 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 21,459 | -51.87 | 1,671 | -53.94 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 571 | 0.00 | 51 | 6.38 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 29 | -3.33 | 2 | 0.00 | ||||
2025-07-29 | 13F | 贸易风资本管理有限公司 | 275 | 0.00 | 21 | -4.55 | ||||
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 | 66,220 | 136.16 | 5,413 | 290.55 | ||||
2025-07-15 | 13F | 第五第三银行 | 1,234 | -11.29 | 96 | -15.04 | ||||
2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 30 | 0.00 | 2 | 0.00 | ||||
2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 29,597 | -89.04 | 2,305 | -89.51 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 470 | 0.00 | 42 | 5.13 | ||||
2025-07-18 | 13F | 丘吉尔管理公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 177,817 | 9.44 | 14,537 | -7.51 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 990 | 0.00 | 77 | -3.75 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 7 | 1 | ||||||
2025-08-04 | 13F | 尖峰财富管理 | 372 | -69.10 | 29 | -71.43 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,379,939 | 66.62 | 263,263 | 59.44 | ||||
2025-07-30 | 13F | 海湾国际银行(英国)有限公司 | 11,323 | 0.00 | 1 | |||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 600 | -67.57 | 47 | -72.29 | ||||
2025-08-19 | 13F | Marex 集团 | 4,960 | 386 | ||||||
2025-05-12 | 13F | Pinpoint资产管理有限公司 | 56,985 | 54.26 | 4,639 | 39.61 | ||||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 2,098,787 | 2.31 | 185,974 | 9.00 | ||||
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 | 40,561 | 935.25 | 3,316 | 204.13 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 3,181 | 248 | ||||||
2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 36 | 3 | ||||||
2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 2,882 | -5.94 | 236 | -20.61 | ||||
2025-07-16 | 13F | 达科他财富管理 | 22,742 | 1.95 | 1,771 | -2.42 | ||||
2025-08-26 | NP | Profunds - Profunds 互联网副总裁 | 1,210 | 4.58 | 94 | 0.00 | ||||
2025-08-25 | NP | SKYY - 第一信托云计算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 | 251,664 | -11.16 | 19,602 | -14.99 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 1,482 | -45.83 | 184 | -17.57 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 29,810 | 12.64 | 2,641 | 19.99 | ||||
2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 52,434 | -32.46 | 4,646 | -28.05 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 18,169 | -24.56 | 1,415 | -27.81 | ||||
2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 71,701 | 5,585 | ||||||
2025-05-14 | 13F | 汇丰控股有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 1,133 | -47.28 | 88 | -49.43 | ||||
2025-08-13 | 13F | 维加投资解决方案 | 15,005 | -10.33 | 1,169 | -14.24 | ||||
2025-07-16 | 13F | Meridian 投资顾问公司 | 28,474 | -1.56 | 2,218 | -5.82 | ||||
2025-08-14 | 13F | 轮廓资产管理有限责任公司 | 623,503 | 48,565 | ||||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 96,645 | 0.84 | 7,528 | -3.51 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 4,396 | 4.29 | 359 | -11.79 | ||||
2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 13,621 | -3.42 | 1,061 | -7.67 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 1,525,729 | 16.45 | 118,839 | 11.43 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 中型股 1.5 倍策略基金可变年金 | 168 | -17.24 | 13 | -18.75 | ||||
2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 5,757 | 17.08 | 510 | 25.00 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 16,735 | 15.08 | 1,303 | 10.14 | ||||
2025-04-23 | 13F | 第一太平金融 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 6,689 | -10.26 | 593 | -4.36 | ||||
2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 5,270 | 0.92 | 467 | 7.37 | ||||
2025-07-28 | NP | VMIDX - 中型股指数基金 | 182,019 | -4.79 | 16,129 | 1.43 | ||||
2025-08-04 | 13F | 财富管理协会有限公司 | 9,755 | -0.56 | 760 | -4.89 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 93 | 22.37 | 7 | 16.67 | ||||
2025-05-27 | 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 | 405 | -5.37 | 33 | 23.08 | ||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 26,144 | 0.00 | 2,036 | -4.32 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 215,159 | 1.04 | 16,759 | -3.32 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 13,403 | -46.10 | 1,014 | -49.95 | ||||
2025-08-05 | 13F | TSFG有限公司 | 92 | 0.00 | 0 | |||||
2025-07-30 | 13F | Securian 资产管理公司 | 15,344 | 0.00 | 1,195 | -4.32 | ||||
2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 29,500 | 2,298 | ||||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 188 | 14.63 | 15 | 0.00 | ||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 1,096 | 0.00 | 106 | 39.47 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,400 | 0.00 | 0 | |||||
2025-06-30 | NP | COWZ - Pacer 美国现金牛 100 ETF | 816,800 | -76.93 | 66,773 | -66.00 | ||||
2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 18,985 | 0.00 | 1,682 | 6.59 | ||||
2025-08-04 | 13F | NWK集团有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 32,680 | 6.52 | 2,896 | 13.48 | ||||
2025-08-14 | 13F | 安盛公司 | 77,327 | -33.93 | 6,023 | -36.78 | ||||
2025-07-29 | NP | VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund 机构股票 | 168,346 | -1.92 | 14,917 | 4.50 | ||||
2025-05-15 | 13F | 两西格码投资有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 综合财务管理有限责任公司 | 6,593 | 0.00 | 514 | -4.29 | ||||
2025-05-15 | 13F | 维维恩基金管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 49,593 | -18.58 | 3,863 | -22.11 | ||||
2025-05-15 | 13F | 维维恩基金管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 353,708 | -1.37 | 27,550 | -5.63 | ||||
2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 105 | 0.00 | 8 | 0.00 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 160,299 | 1.91 | 12,486 | -2.48 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 697,868 | 3.10 | 54,357 | -1.35 | ||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 10,281 | -18.88 | 840 | -31.43 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 4,575 | -1.57 | 356 | -5.82 | ||||
2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | 385,137 | 29,998 | ||||||
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 | 115,610 | -0.35 | 10,244 | 6.18 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 23,524 | -39.62 | 1,832 | -42.23 | ||||
2025-08-26 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 55,736 | -1.90 | 4,341 | -6.12 | ||||
2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 152 | -45.91 | 12 | -50.00 | ||||
2025-08-06 | 13F | 遗产财富管理有限公司/ID | 0 | -100.00 | 0 | |||||
2025-06-05 | NP | RESGX - 负责任的 ESG 美国股票投资组合 | 3,300 | 0.00 | 270 | -15.67 | ||||
2025-08-14 | 13F | 格柏川崎财富与投资管理 | 17,010 | -40.45 | 1,325 | -43.05 | ||||
2025-04-11 | 13F | 网关投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 9,493 | 0.00 | 739 | -4.27 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 21,300 | -0.15 | 2 | 0.00 | ||||
2025-08-12 | 13F | 保德信金融公司 | 24,255 | 24.35 | 1,912 | 23.61 | ||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 百达资产管理控股公司 | 112,015 | -4.03 | 8,725 | -8.20 | ||||
2025-06-26 | NP | FNKFX - 富达中型股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,028 | -18.28 | 7,932 | -30.93 | ||||
2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | TFB 顾问有限责任公司 | 4,030 | 13.49 | 314 | 8.30 | ||||
2025-08-06 | 13F | 命运资本公司/CO | 26,903 | 0.00 | 2,095 | -4.29 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 468 | -15.68 | 36 | -20.00 | ||||
2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 阿莱特资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 18,448 | 3.87 | 1,437 | -0.62 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 8,432 | -8.28 | 657 | -12.30 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 819 | 0.00 | 64 | -4.55 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 504,883 | 650.14 | 39 | 680.00 | ||||
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 | 61,035 | 0.00 | 4,754 | -4.31 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 393,334 | 1.49 | 30,637 | -2.88 | ||||
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 | 922,000 | 0.00 | 71,815 | -4.31 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 744,628 | 57,999 | ||||||
2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 18,264 | -0.37 | 1,423 | -4.69 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 4,025 | -5.69 | 314 | -9.80 | ||||
2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 2,857 | 234 | ||||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 3,001 | -67.82 | 236 | -69.04 | ||||
2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 5 | 0 | ||||||
2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 224 | -14.83 | 17 | -19.05 | ||||
2025-07-25 | NP | UCAGX - 基石积极基金 | 7,219 | 0.00 | 640 | 6.50 | ||||
2025-06-10 | 13F | Birchbrook公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 250 | 19 | ||||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 40,850 | -23.77 | 3,182 | -27.07 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 43,168 | 22.06 | 3,529 | 3.16 | ||||
2025-06-26 | NP | FMCSX - 富达中盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 634,872 | -18.49 | 51,901 | -31.11 | ||||
2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 2,364 | 51.54 | 192 | 100.00 | ||||
2025-06-05 | NP | GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票 | 97,927 | 0.00 | 8,006 | -15.49 | ||||
2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 28 | 2 | ||||||
2025-08-12 | 13F | 创始者有限公司 | 10,929 | 46.70 | 851 | 40.43 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股票投资组合 A 类 | 646,940 | -16.90 | 50,390 | -20.49 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 1,740 | 136 | ||||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 222,209 | -15.82 | 17,308 | -19.45 | ||||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 117 | 11.43 | 10 | -10.00 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 7,193 | -67.20 | 560 | -68.63 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 69,201 | -0.66 | 5,390 | -4.94 | ||||
2025-08-12 | 13F | Proem 顾问有限责任公司 | 80,000 | 166.67 | 6,231 | 155.16 | ||||
2025-08-27 | NP | CLOD - 主题云计算 ETF | 107 | -19.55 | 8 | -20.00 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 818 | -83.91 | 6 | -16.67 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 韦斯特伍德控股集团公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
2025-04-28 | NP | FDLS - Inspire Fidelis 多因子 ETF | 8,415 | -43.15 | 700 | -40.71 | ||||
2025-05-29 | NP | TEGAX - 中盘成长基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-22 | NP | FDSVX - 富达增长发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253,500 | 0.00 | 19,745 | -4.31 | ||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,036 | 0.00 | 81 | -4.76 | ||||
2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 318 | 28 | ||||||
2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 39,344 | -12.79 | 3,486 | -7.06 | ||||
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 | 8,144 | -22.27 | 666 | -34.35 | ||||
2025-06-27 | NP | CLDL - Direxion 每日云计算牛市 2 倍股票 | 1,551 | -26.25 | 127 | -37.93 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 10,631 | 3.12 | 749 | -10.73 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 822,099 | 262.89 | 64,033 | 247.25 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 407,800 | 50.31 | 31,764 | 43.83 | |||
2025-07-25 | NP | USBSX - 基石温和基金 | 12,636 | 0.00 | 1,120 | 6.57 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 9,296 | 3.94 | 724 | -0.55 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 3,200 | 0 | ||||||
2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 6,596,220 | 0.14 | 513,780 | -4.18 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 416,300 | 11.07 | 32,426 | 6.28 | |||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 1,508 | 3.57 | 117 | -0.85 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 46,381 | 57.53 | 3,613 | 50.75 | ||||
2025-06-05 | NP | GWILX - 女性领导力美国股票投资组合 | 2,388 | 0.00 | 195 | -15.22 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 4,032 | 314 | ||||||
2025-08-08 | 13F | 公民金融集团公司/ri | 5,860 | -0.93 | 456 | -5.20 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 1,308,983 | -0.88 | 101,957 | -5.15 | ||||
2025-04-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 32,225 | 0.00 | 2,680 | 4.36 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 475 | -2.06 | 37 | -7.69 | ||||
2025-07-28 | NP | ANEW - ProShares MSCI 转型变革 ETF | 204 | 0.00 | 18 | 12.50 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 590 | 48.61 | 46 | 40.63 | ||||
2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 1,628 | 100.74 | 144 | 114.93 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 91,101 | -44.37 | 7,096 | -46.77 | ||||
2025-05-29 | NP | JAFSX - 科学技术信托资产净值 | 9,900 | -66.55 | 806 | -69.76 | ||||
2025-04-25 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | NP | IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-23 | NP | UMPIX - 超中型深度投资者类别 | 1,602 | -27.28 | 131 | -38.97 | ||||
2025-08-13 | 13F | 第1832章 | 23,100 | 1,799 | ||||||
2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 105,881 | 0.12 | 8,247 | -4.19 | ||||
2025-06-23 | NP | INPIX - 互联网超行业深度投资者类别 | 7,202 | -30.54 | 589 | -41.32 | ||||
2025-08-01 | 13F | 双湖资本管理有限公司 | 3,208 | -0.68 | 250 | -4.96 | ||||
2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 271,784 | 6.18 | 21,169 | 1.60 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 财富合作有限责任公司 | 229 | -15.50 | 18 | -22.73 | ||||
2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 6,400 | 0.00 | 523 | -15.51 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 973 | 1,637.50 | 76 | 1,775.00 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 767 | -89.12 | 60 | -89.70 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 2,864 | -62.30 | 223 | -63.92 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 4,316 | -22.37 | 336 | -25.66 | ||||
2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 76,368 | 40.70 | 6,767 | 49.89 | ||||
2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 65,950 | 190.31 | 5,137 | 177.77 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 246,700 | -4.71 | 19,215 | -8.82 | |||
2025-07-11 | 13F | UMA 金融服务公司 | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | KJ 哈里森合伙人公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 4,356 | 4.29 | 356 | -11.88 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 51,294 | 17.16 | 3,995 | 12.12 | ||||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 3,880 | -53.59 | 302 | -55.59 | ||||
2025-05-14 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | PGOAX - PGIM JENNISON 小型公司基金 A 类 | 250,896 | -9.53 | 19,542 | -13.43 | ||||
2025-05-28 | 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 | 670 | -29.84 | 55 | -36.47 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 1,054,699 | 43.58 | 82,151 | 37.39 | ||||
2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 37,084 | -44.07 | 2,888 | -46.48 | ||||
2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 3,231 | 7.02 | 263 | -2.95 | ||||
2025-07-15 | 13F | 退休有限责任公司 | 9,624 | -28.76 | 750 | -33.30 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 109,597 | 177.52 | 8,798 | 173.71 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 7,808 | 4.04 | 608 | -0.33 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 3,983 | 8.06 | 310 | 3.33 | ||||
2025-08-14 | 13F | 特立独行资本有限公司 | 65,829 | 5,127 | ||||||
2025-06-26 | NP | CBLS - Clough 对冲股票 ETF | 12,702 | 1,038 | ||||||
2025-08-26 | NP | TEFQX - 第一手技术机会基金 | 30,000 | 0.00 | 2,337 | -4.34 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 3,527 | -11.09 | 275 | -14.91 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 512,970 | 114.08 | 39,955 | 104.86 | ||||
2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 35,175 | -22.48 | 2,740 | -25.83 | ||||
2025-05-15 | 13F | 无街 GP LP | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | iA全球资产管理公司 | 7,872 | 2.07 | 1 | |||||
2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 3,127,190 | 0.75 | 243,577 | -3.60 | ||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 329 | -31.60 | 26 | 4.17 | ||||
2025-08-14 | 13F | 德肖公司 | 42,028 | 3,274 | ||||||
2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 10,147 | -5.38 | 790 | -9.40 | ||||
2025-07-16 | 13F | Prakash 投资顾问有限公司 | 5,000 | 0.00 | 407 | 0.00 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 72,800 | 0.00 | 5,670 | -4.30 | |||
2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 2,745 | 7.39 | 214 | 2.40 | ||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 811 | -9.39 | 72 | -4.05 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 136 | 5.43 | 11 | 0.00 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 15,000 | -21.05 | 1,168 | -24.45 | |||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 43,300 | -30.72 | 3,373 | -33.71 | |||
2025-08-14 | 13F | 塞伊投资公司 | 40,386 | 3.26 | 3,146 | -1.19 | ||||
2025-08-28 | NP | VFLO - VictoryShares 自由现金流 ETF | 772,545 | 60.53 | 60,174 | 53.60 | ||||
2025-05-30 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,693 | -66.18 | 7,301 | -69.39 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 12,392 | 113.14 | 965 | 104.02 | ||||
2025-03-28 | NP | WLDR - Affinity World Leaders 股票 ETF | 8,431 | -7.78 | 816 | 28.55 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 4,120 | 0.00 | 321 | -4.48 | ||||
2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 2,748,953 | -2.75 | 214,116 | -6.94 | ||||
2025-07-23 | 13F | 熊山资本公司 | 5 | 0.00 | 0 | |||||
2025-08-26 | NP | 纽约梅隆银行投资组合 - 中型股股票投资组合 - 初始股 | 12,853 | 120.16 | 1,001 | 110.74 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 554 | 38 | ||||||
2025-06-27 | NP | WFH - Direxion 在家工作 ETF | 6,310 | -35.67 | 516 | -45.68 | ||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | 0.00 | 117 | -4.92 | ||||
2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 | 47,680 | 0.66 | 3,714 | -3.68 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 204,500 | -12.68 | 15,929 | -16.45 | |||
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 | 5,356 | 20.09 | 475 | 28.11 | ||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 290,000 | 22,588 | ||||||
2025-08-26 | NP | PEXMX - T. Rowe Price 扩展股票市场指数基金 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 | 28,094 | 0.00 | 2,188 | -4.29 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 10 | -60.00 | 1 | -100.00 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 7,584 | 0.07 | 591 | -4.22 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 3,985,808 | 1.53 | 309,910 | -2.82 | ||||
2025-04-21 | 13F | 银橡树证券公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | GATEX - Gateway 基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | HTECX - 轩尼诗科技基金投资者类别 | 1,278 | -13.30 | 104 | -26.76 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 3,912 | 305 | ||||||
2025-08-08 | 13F | 十字马克全球控股公司 | 12,413 | 7.85 | 967 | 3.21 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 30,520 | 18.80 | 2,495 | 0.40 | ||||
2025-06-30 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 6,472 | -85.91 | 504 | -86.52 | ||||
2025-08-11 | 13F | Martingale 资产管理公司 | 35,010 | 0.06 | 2,727 | -4.28 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 16,031 | 19.73 | 1,311 | 1.16 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 14,265 | -17.09 | 1,091 | -23.83 | ||||
2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 115,318 | 5.83 | 8,982 | 1.26 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 纽约梅隆银行 | 1,547,553 | -2.86 | 120,539 | -7.05 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 7,112 | 7.35 | 630 | 14.34 | ||||
2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 17,193 | 36.17 | 1,406 | 15.07 | ||||
2025-08-05 | 13F | 第四维度财富有限责任公司 | 91 | 0.00 | 7 | 0.00 | ||||
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 | 144,566 | -41.99 | 12,810 | -38.20 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 356,829 | 127.41 | 27,793 | 117.61 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 5,207 | -11.57 | 406 | -15.45 | ||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 5,550 | -37.11 | 432 | -39.83 | ||||
2025-08-12 | 13F | 左脑财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 91,022 | -18.37 | 7,090 | -21.89 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 71 | 5 | ||||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 55 | -36.78 | 4 | -42.86 | ||||
2025-07-29 | 13F | 有志者有限公司 | 10,117 | 0.03 | 788 | -4.25 | ||||
2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 43,714 | -24.25 | 3,574 | -35.99 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 28,777 | 56.51 | 2,550 | 138.22 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 247,804 | 4.60 | 21,958 | 11.43 | ||||
2025-03-28 | NP | LSEQ - Harbor 多空股票 ETF | 2,307 | -43.39 | 223 | -20.92 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 7,650 | 2.29 | 596 | -2.14 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 5,799 | 0.05 | 452 | -4.25 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,350 | 1.82 | 261 | -2.62 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Call | 8,700 | 678 | |||||
2025-08-26 | NP | GLBIX - Leuthold 全球基金机构类 | 1,362 | 0.00 | 106 | -3.64 | ||||
2025-05-29 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 4,398 | -1.61 | 343 | -5.79 | ||||
2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 41,800 | 0.00 | 3 | 0.00 | ||||
2025-06-27 | NP | RFG - Invesco S&P MidCap 400 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,142 | -5.58 | 2,955 | -20.21 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 29,785 | 4.30 | 2,435 | -11.88 | ||||
2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 4,857 | -2.29 | 0 | |||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 8,738 | 1.89 | 714 | -13.87 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 魁北克储蓄银行 | 1,336,354 | 18.29 | 104,089 | 13.19 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 868,531 | 132.76 | 67,650 | 122.72 | ||||
2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 4,494 | 350 | ||||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 61,800 | -4.19 | 5 | -20.00 | ||||
2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,494 | 4.04 | 694 | -12.04 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 100,706 | -3.15 | 7,844 | -7.33 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 简单财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 花旗集团 | 157,689 | -41.84 | 12,282 | -44.35 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 4,540 | 0.00 | 354 | -4.34 | ||||
2025-06-03 | 13F | CWM 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 5,291 | -5.72 | 412 | -9.65 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 1,359 | 0.00 | 106 | -4.55 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 8,510 | 105.95 | 663 | 97.02 | ||||
2025-07-16 | 13F | Highline Wealth Partners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 维度美国核心股票 2 基金标准类别 | 1,959 | 14.23 | 153 | 9.35 | ||||
2025-08-07 | 13F | 纳维利尔联合公司 | 5,853 | -0.75 | 456 | -6.38 | ||||
2025-08-12 | 13F | 金融倡导者投资管理 | 6,344 | -7.13 | 494 | -11.15 | ||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 3,622 | -7.22 | 296 | -21.49 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1,426 | 126 | ||||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert S&P MidCap 400 指数投资组合副总裁 - I 类 | 39,318 | -1.08 | 3,062 | -5.35 | ||||
2025-08-14 | 13F | RBF 资本有限责任公司 | 30,000 | 2,337 | ||||||
2025-05-19 | 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 | 13,183 | 0.00 | 1,073 | -9.45 | ||||
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 | 22,290 | -27.56 | 1,736 | -30.67 | ||||
2025-04-29 | 13F | Quattro 财务顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 2,725 | -4.39 | 212 | -8.62 | ||||
2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 74,956 | -1.49 | 5,838 | -5.73 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 218 | 5.31 | 17 | 0.00 | ||||
2025-08-14 | 13F | 第三点有限责任公司 | 625,000 | 48,681 | ||||||
2025-07-17 | 13F | 橡树家族顾问有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-09 | 13F | 韦斯特菲尔德资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 442 | -40.99 | 34 | -43.33 | ||||
2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 16,405 | 2.10 | 1,278 | -2.30 | ||||
2025-06-24 | NP | CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND I 类股份 | 9,814 | -46.31 | 802 | -54.64 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 44 | 0.00 | 3 | 0.00 | ||||
2025-07-10 | 13F | 瑞典银行 | 163,559 | 0.18 | 12,740 | -4.14 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 183 | 26.21 | 16 | 33.33 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 3,437 | 20.72 | 268 | 15.58 | ||||
2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,191 | 16.88 | 2,321 | 24.53 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 25,896 | 9.56 | 2,017 | 4.89 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 3,247 | 9.00 | 292 | 20.66 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 351,498 | -61.71 | 27,378 | -63.36 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | 30,959 | 2,411 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 71,200 | 151.59 | 5,546 | 140.77 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 30,300 | -59.11 | 2,360 | -60.87 | |||
2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 35 | -88.33 | 3 | -91.67 | ||||
2025-08-11 | 13F | 启发顾问有限责任公司 | 38,948 | 98.04 | 3,034 | 89.56 | ||||
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 | 1,005 | 78 | ||||||
2025-07-23 | 13F | 高注财富有限责任公司 | 57 | -6.56 | 4 | 0.00 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 70,583 | 6.55 | 5,498 | 1.95 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 228,002 | -1.22 | 17,759 | -5.47 | ||||
2025-07-16 | 13F | 强大的资产管理有限责任公司 | 9,905 | 109.14 | 788 | 104.68 | ||||
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 | 14,911 | -7.24 | 1,161 | -11.24 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 1,268,605 | 8.68 | 98,812 | 3.99 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 4,230,941 | 33.68 | 330 | 28.02 | ||||
2025-08-01 | 13F | 绿色阿尔法顾问有限责任公司 | 9,909 | -5.65 | 772 | -9.72 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 13,900 | -12.58 | 1,083 | -16.38 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 4,531 | -98.29 | 353 | -98.37 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 3,121 | 3.14 | 243 | -1.22 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 2,714 | 6.85 | 240 | 13.74 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 185,567 | -0.59 | 14,454 | -4.88 | ||||
2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 26,585 | 0.00 | 2,071 | -4.34 | ||||
2025-05-16 | 13F/A | Kestra 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 91,400 | 770.48 | 7,119 | 733.61 | |||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 49 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 946,442 | -11.31 | 73,718 | -15.13 | ||||
2025-08-04 | 13F | 影响合伙财富有限责任公司 | 5,675 | 14.93 | 442 | 9.98 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 66,958 | 3.45 | 5,203 | -1.53 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 296,852 | -7.46 | 23,122 | -11.45 | ||||
2025-08-12 | 13F | 美国世纪公司 | 5,564,318 | 1.58 | 433,405 | -2.80 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 5,317 | -22.81 | 414 | -26.07 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 74,900 | 1.08 | 6 | -16.67 | ||||
2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 29,051 | 0.00 | 2,375 | -15.52 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 11,400 | -30.49 | 888 | -33.51 | |||
2025-05-15 | 13F | 摩根斯瀑布 Vintiadis & Co Inc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 19 | 58.33 | 1 | |||||
2025-08-14 | 13F | NCP 公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | J2资本管理公司 | 6,232 | 43.76 | 485 | 37.78 | ||||
2025-07-10 | 13F | 对抗投资管理公司 | 263 | 0.00 | 20 | -4.76 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 52,029 | 7.74 | 4,053 | 3.10 | ||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 1,335 | 51.19 | 109 | 28.24 | ||||
2025-04-18 | 13F | 中央信托公司 | 0 | -100.00 | 0 | |||||
2025-04-29 | NP | SMIZ - Zacks 中小型股 ETF | 5,251 | 36.07 | 437 | 42.02 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 94,176 | -6.88 | 7,335 | -10.90 | ||||
2025-05-07 | 13F | 米德资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -638 | 79.72 | -50 | 75.00 | |||
2025-07-29 | NP | JMVNX - 中值基金类别资产净值 | 126,956 | 5.91 | 11,250 | 12.84 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 8,576 | 4.55 | 668 | 0.15 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 5,603 | -40.58 | 436 | -43.16 | ||||
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 | 5,625 | 0.18 | 460 | -15.47 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 5 | 150.00 | 0 | |||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 95,636 | 0.55 | 7,449 | -3.77 | ||||
2025-03-31 | NP | FYEE - 富达收益增强型股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 1,383 | -80.48 | 113 | -83.50 | ||||
2025-08-15 | 13F | 公平控股公司 | 3,208 | 250 | ||||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 10,257 | 855.03 | 799 | 1,673.33 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 510 | 24.69 | 45 | 32.35 | ||||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 58 | 56.76 | 5 | 33.33 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 219,088 | -10.67 | 17,065 | -14.52 | ||||
2025-08-13 | 13F | 法国外贸银行 | 3,489 | 272 | ||||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 5,627 | -2.50 | 438 | -6.61 | ||||
2025-07-30 | 13F | 财务视角公司 | 1,178 | 21.95 | 92 | 15.19 | ||||
2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,998 | 0.00 | 177 | 6.63 | ||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 4,363 | 387 | ||||||
2025-08-13 | 13F | 基尔特集团有限公司 | 18 | 1 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 1,749 | 91.99 | 136 | 83.78 | ||||
2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 3,275 | 34.11 | 290 | 42.86 | ||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 26,528 | 2,066 | ||||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 106,200 | -0.58 | 9,410 | 5.93 | ||||
2025-07-30 | NP | ITAN - Sparkline 无形价值 ETF | 2,424 | 6.97 | 215 | 13.83 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 26 | -94.66 | 0 | |||||
2025-08-13 | 13F | 裸金融服务公司 | 57 | 235.29 | 4 | 300.00 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 104 | 0.00 | 8 | 0.00 | ||||
2025-08-14 | 13F | Corient IA LLC | 0 | -100.00 | 0 | |||||
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 | 970 | 9.36 | 76 | 4.17 | ||||
2025-08-29 | NP | JAEYX - 中型股指数信托资产净值 | 79,202 | -1.99 | 6,169 | -6.22 | ||||
2025-06-26 | NP | CCSO - Carbon Collective Climate Solutions 美国股票 ETF | 7,220 | 7.76 | 590 | -8.95 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 102,244 | -8.26 | 7,964 | -12.22 | ||||
2025-08-25 | NP | 美国互助投资公司 - 中型股票指数基金类别 | 100,175 | -2.63 | 7,803 | -6.83 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 2,673 | 18.64 | 208 | 2.97 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 5,257 | -1.09 | 409 | -5.32 | ||||
2025-08-13 | 13F | 西万特资本管理有限责任公司 | 535 | 0.00 | 42 | -4.65 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 5,697 | -4.36 | 444 | -8.47 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-28 | NP | IJK - iShares S&P Mid-Cap 400 Growth ETF | 1,171,372 | -5.55 | 91,238 | -9.62 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 7,568 | 13.23 | 619 | -4.33 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 3,352 | 25.07 | 261 | 19.72 | ||||
2025-05-30 | NP | Lord Abbett SERIES FUND INC - 增长机会投资组合 VC 级 | 6,116 | -14.89 | 498 | -23.07 | ||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 43,419 | 37.95 | 3,382 | 32.02 | ||||
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 | 290,150 | 8.19 | 25,710 | 15.27 | ||||
2025-08-19 | 13F | MRP 资本投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 24,834 | 11.58 | 2,201 | 18.85 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 8,534 | 1.97 | 665 | -2.50 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 573,934 | -23.11 | 44,704 | -26.43 | ||||
2025-06-25 | NP | SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类 | 114,583 | -0.09 | 9,367 | -15.56 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 10,974 | 893 | ||||||
2025-07-02 | 13F/A | 新斯科舍银行 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 12 | 71.43 | 1 | |||||
2025-07-24 | NP | FCAJX - 富达气候行动基金 富达顾问气候行动基金:A 类 | 5,109 | -4.74 | 453 | 1.35 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 3,496 | 62.83 | 286 | 37.68 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 68,710 | -1.71 | 5,352 | -5.96 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 77,833 | 6,062 | ||||||
2025-05-13 | 13F | 汤普森戴维斯公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | 4,064 | 332 | ||||||
2025-08-28 | NP | INVN - 阿尔及尔罗素创新 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 博克夫,那 | 8,470 | -0.02 | 660 | -4.35 | ||||
2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 30,626 | 3.99 | 2,385 | -0.50 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 3,399 | 29.58 | 265 | 23.94 | ||||
2025-04-16 | 13F | IAG 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 814 | -14.68 | 63 | -18.18 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 176,411 | 8.57 | 13,741 | 3.89 | ||||
2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 17,000 | 496.49 | 1,324 | 463.40 | ||||
2025-08-05 | 13F | 昌盛财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | Profunds - Profunds 中型成长股副总裁 | 1,850 | 9.08 | 144 | 4.35 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,540 | 404.27 | 276 | 382.46 | ||||
2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL 美国中小型股动态 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,654 | 129 | ||||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 5,517 | -4.25 | 430 | -8.53 | ||||
2025-07-25 | 13F | 格里芬资产管理公司 | 4,450 | 0.00 | 347 | -4.42 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 142,545 | -10.32 | 11,103 | -14.19 | ||||
2025-08-28 | NP | LAVLX - 雅培勋爵中型股票基金公司 A 类 | 213,390 | 16,621 | ||||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 42 | -91.62 | 327 | -91.98 | |||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,099 | -14.07 | 8,560 | -17.78 | |||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 3,570 | -20.33 | 278 | -23.63 | ||||
2025-07-25 | 13F | 主权金融集团公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | XSW - SPDR(R) S&P(R) 软件与服务 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 | 46,874 | 11.84 | 3,651 | 7.04 | ||||
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 | 24,216 | 0.00 | 1,886 | -4.31 | ||||
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 | 4,715 | -43.82 | 385 | -52.53 | ||||
2025-04-24 | 13F | 多元化信托公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 3,071 | -0.84 | 0 | |||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 269 | 21 | ||||||
2025-08-08 | 13F | 哈特兰有限公司 | 1,670 | 39.17 | 130 | 34.02 | ||||
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 | 18,626 | 13.17 | 1,523 | -4.34 | ||||
2025-07-08 | 13F | NBC 证券公司 | 16 | -75.76 | 0 | |||||
2025-04-22 | NP | NLCAX - Voya大盘成长基金A类 | 42,285 | 157.87 | 3,517 | -5.89 | ||||
2025-06-30 | NP | PRFZ - Invesco FTSE RAFI US 1500 中小型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,954 | 15.03 | 3,838 | -2.79 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 202 | 0.00 | 16 | -6.25 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 8,089 | 67.58 | 630 | 57.64 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 45,142 | 16.13 | 3,516 | 11.13 | ||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 369 | 16.40 | 33 | 23.08 | ||||
2025-07-08 | 13F | E. Ohman J:或资产管理公司 | 9,500 | 0.00 | 740 | -4.40 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 21,416 | 1,898 | ||||||
2025-07-11 | 13F | IFM 投资者有限公司 | 36,401 | 5.54 | 2,835 | 1.00 | ||||
2025-07-09 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 36,752 | -1.80 | 2,863 | -6.04 | ||||
2025-08-06 | 13F | Achmea 投资管理公司 | 174,598 | 1.24 | 14 | -7.14 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 6,635 | -12.12 | 517 | -15.96 | ||||
2025-08-05 | 13F | Versor投资有限公司 | 3,300 | 257 | ||||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 79,297 | -4.14 | 6,176 | -8.27 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 402,500 | 80.90 | 31,351 | 73.10 | |||
2025-07-28 | 13F | 港口投资公司 | 713 | -8.71 | 56 | -12.70 | ||||
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 | 6,473 | 0.17 | 529 | -15.36 | ||||
2025-04-30 | 13F | Telos 资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 808 | 13.01 | 63 | 6.90 | ||||
2025-07-23 | NP | HSMNX - Horizon 美国防御性中小盘基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | NP | SCHM - 嘉信美国中型 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 535,334 | 2.14 | 47,436 | 8.82 | ||||
2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 300,476 | 5.42 | 26,625 | 12.31 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | 阿波罗财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 私人信托公司 | 688 | 1.62 | 54 | -3.64 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 300 | 23 | |||||
2025-07-22 | 13F | 谷国家顾问公司 | 87 | 0.00 | 0 | |||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 16,945 | 1,320 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 13,566 | 0.00 | 1,109 | -15.47 | ||||
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 | 28,200 | -48.91 | 2,499 | -45.58 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,195 | 0.84 | 93 | -3.12 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -10,247 | 1,038.56 | -798 | 993.15 | |||
2025-08-13 | 13F | 资本世界投资者 | 4,203,024 | 0.14 | 327,374 | -4.18 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | Call | 1,000 | 0 | |||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 3,410 | 0.32 | 266 | -3.99 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 302,100 | 65.44 | 23,531 | 58.31 | |||
2025-05-30 | NP | SEMCX - Simt 中盘基金 F 级 | 970 | -78.73 | 79 | -72.44 | ||||
2025-06-26 | NP | XT - iShares 指数技术 ETF | 175,988 | 1.41 | 14,387 | -14.29 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 31,802 | 21.16 | 2,600 | 2.40 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 3,591 | 280 | ||||||
2025-08-14 | 13F | 富国银行/百万 | 369,227 | 0.35 | 28,759 | -3.97 | ||||
2025-04-30 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 6,353 | 4.44 | 519 | -11.73 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 5,119 | 2.48 | 399 | -1.97 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,424 | 13.57 | 267 | 8.57 | ||||
2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 3,836 | 299 | ||||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 87,839 | -16.73 | 6,842 | -20.32 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 1,400 | 109 | |||||
2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | Spdr S&p Midcap 400 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,589,991 | -1.43 | 123,844 | -5.68 | ||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 55 | 175.00 | 4 | 300.00 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 21,634 | 0.16 | 1,685 | -4.15 | ||||
2025-08-13 | 13F | 奥西亚姆 | 4,449 | 0.00 | 347 | -4.42 | ||||
2025-06-27 | NP | TWHIX - 传统基金投资者类别 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 | 838,086 | 0.00 | 68,514 | -15.49 | ||||
2025-05-02 | 13F | 赫多克公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 28,317 | 25.27 | 2,206 | 19.84 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -21,020 | -844.07 | -1,637 | -814.85 | |||
2025-08-13 | 13F | 罗素投资集团有限公司 | 157,413 | -7.05 | 12,161 | -12.57 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 54,705 | 8.39 | 4,472 | -8.38 | ||||
2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 5,416 | 443 | ||||||
2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 46,199 | 0.44 | 3,598 | -3.90 | ||||
2025-08-14 | 13F | 道富银行 | 8,074,976 | 3.02 | 628,960 | -1.43 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 45,214 | 0.66 | 3,522 | -3.69 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 15,801 | 32.45 | 1,286 | 19.96 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | NP | SLMCX - 哥伦比亚塞利格曼通信和信息基金 A 级 | 467,467 | 0.00 | 41,422 | 6.54 | ||||
2025-08-05 | 13F | 赫斯曼战略顾问公司 | 42,000 | 3,271 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 1,314 | -1.72 | 102 | -5.56 | ||||
2025-08-13 | 13F | 洛伊特霍尔德集团有限公司 | 5,188 | 0.00 | 404 | -4.27 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 2,780 | 5.70 | 217 | 0.93 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 8,599 | 12.95 | 670 | 8.08 | ||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 3,879 | 302 | ||||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 15,500 | -47.64 | 1,207 | -49.90 | |||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 12,300 | -58.45 | 958 | -60.23 | |||
2025-08-11 | 13F | LSV资产管理 | 9,500 | -96.92 | 1 | -100.00 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 55,476 | 665.71 | 4,321 | 633.62 | ||||
2025-05-14 | 13F | HAP 贸易有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 200,562 | 1.14 | 15,622 | -3.22 | ||||
2025-03-25 | NP | FNY - First Trust 中型成长 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 | 32,922 | 29.95 | 3,185 | 81.22 | ||||
2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 6,034 | -32.69 | 470 | -35.67 | ||||
2025-07-25 | NP | FNDA - 嘉信基本面美国小公司指数 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 | 11,327 | 1,004 | ||||||
2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 520 | 1.36 | 41 | |||||
2025-05-27 | NP | DSMDX - Driehaus 中小型成长基金 | 7,210 | 24.61 | 587 | 12.69 | ||||
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 | 23,437 | 3.17 | 1,916 | -12.84 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 3,496 | 420.24 | 272 | 403.70 | ||||
2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 5,435 | 6.01 | 423 | 1.44 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 20,922 | 1,630 | ||||||
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 | 8,100 | 0.00 | 718 | 6.54 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 124,145 | 927.18 | 9,670 | 883.62 | ||||
2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 61,290 | 1,624.54 | 4,774 | 1,396.24 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 9,119 | -0.90 | 710 | -5.21 | ||||
2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 2,572 | -18.19 | 200 | -21.57 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 16,498 | -41.24 | 1,285 | -43.76 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 181 | 0.00 | 14 | 0.00 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 60,000 | 4,673 | |||||
2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 4,859 | -86.59 | 378 | -95.31 | ||||
2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 11,606 | -6.59 | 904 | -10.68 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 72,780 | -40.84 | 5,669 | -43.40 | ||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 157,609 | 6.66 | 12,885 | -9.85 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 14,483 | 71.23 | 1,128 | 63.95 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 2,105 | 76.59 | 164 | 68.04 | ||||
2025-04-22 | 13F | 石门投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 13 | 30.00 | 1 | |||||
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 | 2,811,000 | 0.00 | 229,799 | -15.49 | ||||
2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-07 | 13F | 温思罗普资本管理有限公司 | 18 | 0.00 | 0 | |||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,447 | -18.25 | 113 | -22.22 | ||||
2025-07-22 | NP | GINN - 高盛创新股票 ETF | 3,716 | -4.00 | 329 | 2.49 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 8,761 | -14.45 | 682 | -18.13 | ||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 8,575 | -0.69 | 668 | -4.99 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 876 | 10.33 | 72 | -6.58 | ||||
2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 3,645 | 5.19 | 323 | 11.81 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 3,030 | 106.26 | 248 | 73.94 | ||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 64,069 | -3.17 | 4,990 | -7.35 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 54,051 | 12.73 | 4,419 | -4.74 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 13,978 | 0.29 | 1,089 | -4.06 | ||||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 414,615 | 0.00 | 32,294 | -4.31 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 14,900 | 1,161 | |||||
2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,831 | 610 | ||||||
2025-08-14 | 13F | 杰里科资本资产管理有限公司 | 4,754,753 | 0.00 | 370,348 | -4.31 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 7,703 | 807.30 | 600 | 768.12 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 8 | 0.00 | 1 | |||||
2025-04-23 | 13F | 格柏有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 76,056 | -0.71 | 5,924 | -4.99 | ||||
2025-08-12 | 13F | 联合广场公园资本管理有限公司 | 40,000 | 100.00 | 3,116 | 91.34 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 20,427 | 24.98 | 1,591 | 17.07 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,227 | 4.07 | 96 | 0.00 | ||||
2025-08-14 | 13F | RBF 资本有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 43,541 | -0.78 | 3,858 | 5.73 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 189,721 | 3.24 | 14,777 | -1.21 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 369,714 | 10.44 | 28,797 | 5.68 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 40,000 | 124.72 | 3,116 | 115.12 | |||
2025-07-30 | 13F | 圣约翰投资管理有限公司 | 10 | 0.00 | 1 | |||||
2025-08-08 | 13F | 等投资顾问公司 | 51,606 | 7.29 | 4,020 | 2.66 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 70,700 | 133.33 | 5,507 | 123.28 | |||
2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 121,556 | 40.34 | 9,937 | 18.61 | ||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 987,271 | 1.81 | 80,709 | -13.95 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 981 | 0.00 | 76 | -3.80 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 390 | 0.00 | 30 | -6.25 | ||||
2025-06-23 | NP | MPSIX - 中型股标准普尔 400 指数基金机构类 | 84,099 | -1.92 | 6,875 | -17.11 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 112 | -36.36 | 9 | -42.86 | ||||
2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 6,354 | 37.15 | 495 | 31.03 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 4,000 | 312 | ||||||
2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 172,152 | 0.33 | 15,254 | 6.89 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 249 | 14.22 | 20 | -4.76 | ||||
2025-08-06 | 13F | 西耶纳管理 | 72,376 | 11.04 | 5,147 | -0.21 | ||||
2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 148 | 11.28 | 12 | 0.00 | ||||
2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 228 | 3.64 | 19 | -14.29 | ||||
2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 3,373 | 0.00 | 263 | -4.38 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 263 | 7.79 | 22 | -8.70 | ||||
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 | 144,650 | 0.00 | 11,825 | -15.48 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 3,415 | -50.25 | 266 | -52.34 | ||||
2025-08-01 | 13F | SYM金融公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 塞拉投资有限公司 | 76,937 | -2.24 | 5,993 | -6.45 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 5,601 | 128.15 | 436 | 98.18 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 18,547 | 9.20 | 1,445 | 4.49 | ||||
2025-06-27 | NP | ACFOX - 专注动态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 | 287,017 | -3.41 | 23,464 | -18.37 | ||||
2025-08-28 | NP | Lord Abbett SERIES FUND INC - 中型股票投资组合 VC 级 | 45,380 | 3,535 | ||||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 17,614 | 4.43 | 1,440 | -11.77 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 11,300 | 880 | |||||
2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 6,637 | -9.36 | 517 | -13.42 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,779 | -0.67 | 158 | 6.08 | ||||
2025-08-05 | 13F | 核心另类资本 | 1 | 0.00 | 0 | |||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 340 | 0.00 | 26 | -3.70 | ||||
2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 9,683 | 1.17 | 754 | -3.21 | ||||
2025-07-28 | 13F | 埃塞克斯有限责任公司 | 4,583 | -22.82 | 357 | -26.29 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 2,662 | 0.08 | 207 | -4.17 | ||||
2025-08-07 | 13F | CSM 顾问有限责任公司 | 8,720 | 1 | ||||||
2025-06-26 | NP | HGOAX - 哈特福德成长机会基金 A 类 | 650,134 | 29.95 | 53,148 | 9.82 | ||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 2,744 | 31.92 | 214 | 26.04 | ||||
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 | 1,435 | 0.00 | 117 | -15.22 | ||||
2025-07-28 | NP | TOWTX - Towpath 科技基金机构股份类别 | 1,850 | 27.59 | 164 | 35.83 | ||||
2025-06-27 | NP | SMRI - Bushido Capital 美国股票 ETF | 94,714 | 7,743 | ||||||
2025-08-13 | 13F | 系柱集团有限责任公司 | 9,053 | 0.00 | 1 | |||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 134 | 18.58 | 12 | 22.22 | ||||
2025-08-29 | NP | STXM-Strive 中型股 ETF | 975 | 6.56 | 76 | 1.35 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 25,475 | 1,984 | ||||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 13 | 0.00 | 1 | 0.00 | ||||
2025-06-26 | NP | FSMDX - 富达中盘指数基金 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 | 674,615 | 5.27 | 55,150 | -11.03 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 54 | 4 | ||||||
2025-04-30 | 13F | Stratos 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 2,000 | 156 | ||||||
2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型股内在价值投资组合 I 类 | 22,684 | 7.01 | 1,767 | 2.38 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 128,898 | 23.69 | 10,040 | 18.36 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 122,508 | -1.84 | 9,542 | -6.07 | ||||
2025-08-14 | 13F | 山顶控股公司 | 16,665 | 126.70 | 1,298 | 117.06 | ||||
2025-07-08 | 13F | ZRC财富管理有限公司 | 72 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 2,803 | 19.99 | 218 | 14.74 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 86 | 34.38 | 7 | 20.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 25,400 | -20.87 | 1,978 | -24.27 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 12,989 | -43.96 | 1 | 0.00 | ||||
2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,558 | -1.61 | 900 | -5.86 | ||||
2025-08-27 | NP | RYIIX - 互联网基金投资者类 | 1,841 | 5.87 | 143 | 1.42 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 对冲资产管理有限责任公司 | 2,650 | 206 | ||||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 62,980 | 5,149 | ||||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 126 | 0.00 | 10 | -10.00 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 44,177 | -20.16 | 3,441 | -23.62 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 50,782 | -3.78 | 4,134 | -12.92 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 4,382 | 8.01 | 341 | 3.33 | ||||
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 | 19,744 | 1,614 | ||||||
2025-07-17 | 13F | 橡树家族顾问有限公司 | 95,134 | 34.30 | 7,410 | 28.49 | ||||
2025-06-26 | NP | AASCX - Thrivent 中盘股票基金 A 类 | 1,359,644 | 0.00 | 111,151 | -15.49 | ||||
2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 19,004 | 1.50 | 1,554 | -14.25 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 3,868 | 7.24 | 301 | 2.73 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 190 | 17.28 | 15 | 7.69 | ||||
2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 44 | -6.38 | 4 | -25.00 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 1,333 | 2.78 | 104 | -1.90 | ||||
2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 23 | 0.00 | 2 | -50.00 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 336 | -43.43 | 27 | -49.06 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 298 | 0.00 | 23 | -4.17 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 3,529 | 0.00 | 275 | -4.53 | ||||
2025-05-29 | NP | OASGX - 最佳中小盘成长基金A类 | 20,661 | -52.96 | 1,682 | -57.44 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-04-25 | 13F | 新千年集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 15,484 | 31.58 | 1,206 | 26.02 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 14,689 | -23.20 | 1,144 | -26.48 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 1,771 | 0.00 | 138 | -4.86 | ||||
2025-07-14 | 13F | 海鸥资本有限责任公司 | 114,428 | 0.00 | 8,913 | -4.32 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 67,153 | 1.04 | 5,231 | -3.31 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 4,381 | 16.30 | 358 | -1.65 | ||||
2025-07-09 | 13F | Mfg 财富管理有限公司 | 13,179 | -44.46 | 1,027 | -46.87 | ||||
2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 141,073 | 0.00 | 10,988 | -4.31 | ||||
2025-05-15 | 13F | K2 主要基金有限合伙人 | Put | 0 | -100.00 | 0 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 3,400 | -12.82 | 265 | -16.72 | ||||
2025-08-13 | 13F | 香农河基金管理有限责任公司 | 325,915 | 25,386 | ||||||
2025-08-05 | 13F | 关键金融公司 | 7 | 0.00 | 1 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 34,081 | 5.68 | 2,786 | -10.68 | ||||
2025-08-11 | 13F | 沃杜州银行 | 6,414 | -0.79 | 0 | |||||
2025-03-21 | NP | 汇丰基金 - 汇丰机会投资组合主投资组合 | 11,010 | 16.26 | 1,065 | 61.95 | ||||
2025-08-04 | 13F | AMG 国家信托银行 | 14,982 | -35.65 | 1,167 | -38.47 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 3,042 | -21.35 | 0 | |||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 12,756 | 0.00 | 994 | -4.34 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 8,587 | 0.07 | 666 | -5.67 | ||||
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 | 96,460 | 0.00 | 7,886 | -15.49 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 34,600 | 0.00 | 2,829 | -15.48 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 1,722 | -53.75 | 134 | -55.78 | ||||
2025-08-13 | 13F | M&T银行公司 | 9,478 | -4.03 | 738 | -8.09 | ||||
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 | 15,073 | 1.15 | 1,336 | 7.75 | ||||
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 | 49,903 | 1.02 | 4,080 | -14.63 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 3,789 | -17.74 | 295 | -21.12 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,067,894 | -13.07 | 161,068 | -16.82 | ||||
2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 1,843 | 4.66 | 151 | -11.76 | ||||
2025-07-31 | 13F | CAP 合作伙伴有限责任公司 | 2,873 | -0.42 | 224 | -4.70 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,657 | 0 | ||||||
2025-08-26 | NP | TQSMX - T. Rowe Price QM 美国中小盘核心股票基金 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 | 17,780 | 0.00 | 1,385 | -4.35 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 9,496 | 0.00 | 740 | -4.27 | ||||
2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 4,748 | 0.00 | 370 | -4.40 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,219 | 9.34 | 285 | 16.80 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanning有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 1,090 | -72.09 | 97 | -90.02 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 3 | -98.50 | 0 | -100.00 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 47,107 | -59.93 | 3,669 | -61.65 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 91,763 | 2.11 | 7,147 | -2.30 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 252 | 265.22 | 20 | 280.00 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 19,500 | 10,497.83 | 1,519 | 10,742.86 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,351 | 148.35 | 110 | 127.08 | ||||
2025-05-28 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 132 | -25.84 | 11 | -37.50 | ||||
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 | 1,068 | -92.51 | 83 | -92.84 | ||||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,583 | 11.71 | 123 | 6.96 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 122,328 | -1.34 | 9,528 | -5.59 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 4,812 | -3.06 | 375 | -7.43 | ||||
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 | 100,837 | -30.69 | 8,935 | -26.16 | ||||
2025-03-31 | NP | POGRX - PRIMECAP奥德赛成长基金 | 11,000 | -22.54 | 1,064 | 8.02 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 40,645 | -11.04 | 3,166 | -14.90 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 22,488 | -48.64 | 1,752 | -55.54 | ||||
2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 28 | 0.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 195 | -13.33 | 15 | -16.67 | ||||
2025-05-15 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-31 | 13F | 三井住友信托控股公司 | 468,066 | 3.63 | 36,458 | -0.84 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 2,415 | 28.53 | 188 | 23.68 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 19,010 | -2.61 | 1,481 | -6.80 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 15,675 | -1.59 | 1,389 | 4.83 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 563 | 0.00 | 0 | |||||
2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 320,340 | 4.45 | 25 | 0.00 | ||||
2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 422 | 0.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 纽兰兹管理运营有限责任公司 | 4,122,708 | 0.00 | 321,118 | -4.31 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 密歇根州退休系统 | 48,700 | -8.46 | 3,793 | -12.40 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 386,800 | 11.18 | 30,128 | 6.38 | |||
2025-06-27 | NP | CARK - CastleArk 大型增长 ETF | 46,345 | 3.10 | 3,789 | -12.88 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 982,200 | -69.08 | 76,504 | -70.41 | |||
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 | 4,491 | 4.93 | 350 | 0.29 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 2,862 | -85.82 | 223 | -86.49 | ||||
2025-07-22 | 13F | 格莱姆斯公司 | 9,831 | -10.42 | 766 | -14.33 | ||||
2025-07-10 | 13F | 巴德尔银行 | 7,274 | 11.14 | 542 | 3.44 | ||||
2025-08-13 | 13F | 北方信托公司 | 1,954,864 | -1.64 | 152,264 | -5.88 | ||||
2025-08-08 | 13F | KBC 集团 | 782,429 | -45.76 | 61 | -48.72 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 401 | 0.00 | 33 | -15.79 | ||||
2025-08-26 | NP | NOMIX - 北方中型股指数基金 | 134,949 | -3.77 | 10,511 | -7.92 | ||||
2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 20 | 2 | ||||||
2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 19,240 | -2.43 | 1,499 | -6.67 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 26,258 | 3.89 | 2 | 0.00 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 2,588 | -34.08 | 202 | -36.99 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 57,000 | 0.71 | 4,440 | -3.65 | ||||
2025-06-27 | NP | PNQI - 景顺纳斯达克互联网 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 | 44,069 | -8.29 | 3,603 | -22.49 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,068 | 4.40 | 83 | 0.00 | ||||
2025-04-29 | 13F | 佩森公司 | 200 | 0.00 | 16 | -5.88 | ||||
2025-08-13 | 13F | 阿蒙迪 | 537,157 | -16.86 | 41,442 | -17.10 | ||||
2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 7,657 | -71.30 | 596 | -72.55 | ||||
2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 科维斯特有限公司 | 2,655 | -4.60 | 0 | |||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 2,654 | -0.75 | 207 | -5.94 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 17,438 | 8.40 | 1,358 | 3.74 | ||||
2025-07-23 | NP | CFMCX - 中型股基金 | 5,254 | 0.00 | 466 | 6.65 | ||||
2025-07-28 | NP | RWK - Invesco S&P MidCap 400 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,952 | -6.49 | 1,059 | -0.28 | ||||
2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 3,285 | 256 | ||||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 4,036 | -64.39 | 314 | -65.98 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 8,305 | 647 | ||||||
2025-07-22 | NP | GSFP - 高盛未来星球股票 ETF | 5,802 | -62.96 | 514 | -60.52 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 10 | 1 | ||||||
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 | 118,882 | -2.35 | 10,534 | 4.04 | ||||
2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 84,362 | 0.04 | 6,571 | -4.28 | ||||
2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 9,114 | 2.87 | 710 | -1.66 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 153,352 | 6.62 | 11,945 | 2.02 | ||||
2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Xponance公司 | 48,369 | -7.42 | 3,767 | -11.41 | ||||
2025-05-30 | NP | EHLS - 均势多空 ETF | 2,561 | 1.19 | 208 | -8.37 | ||||
2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 18,278 | -0.18 | 1,494 | -15.64 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 143,040 | -0.02 | 11,141 | -4.34 | ||||
2025-07-25 | 13F | 理查森金融服务公司 | 111 | 0.00 | 9 | -11.11 | ||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 84,648 | 14.65 | 6,920 | -3.11 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 25 | 13.64 | 2 | 0.00 | ||||
2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 422 | -85.59 | 33 | -86.55 | ||||
2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 2,767 | -48.15 | 216 | -50.46 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 848 | 106.33 | 0 | |||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 86,707 | -20.12 | 7 | -25.00 | ||||
2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 3,301 | 0.00 | 257 | -4.10 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,951 | -57.00 | 159 | -61.27 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 416,100 | -32.88 | 32,410 | -35.77 | ||||
2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Proem 顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | 靶眼资产管理有限责任公司 | 20,000 | 2 | ||||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 65,320 | 0.00 | 5 | 0.00 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 9 | -59.09 | 1 | -100.00 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 1,359 | 51.17 | 106 | 43.84 | ||||
2025-05-15 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 养老金保障基金委员会 | 17,700 | 86.32 | 1,379 | 78.27 | ||||
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 | 44,586 | 0.00 | 3,473 | -4.33 | ||||
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 | 87 | 8 | ||||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | -244 | -518.97 | ||||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 39,318 | -1.08 | 3,062 | -5.35 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 5 | 150.00 | 0 | |||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 18,396 | -3.23 | 1,433 | -7.43 | ||||
2025-08-14 | 13F | 猫石资本管理有限公司 | 231,000 | 0.00 | 17,993 | -4.31 | ||||
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 | 36,614 | 10.30 | 2,993 | -6.76 | ||||
2025-06-26 | NP | USSCX - 科技基金份额 | 61,807 | 0.00 | 5,053 | -15.49 | ||||
2025-04-28 | 13F | Fedenia 顾问有限公司 | 0 | -100.00 | 0 | |||||
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 | 30,272 | -5.38 | 2,682 | 0.83 | ||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 1,474 | 48.14 | 120 | 25.00 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 145,276 | 0.67 | 11,316 | -3.68 | ||||
2025-08-21 | NP | MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 | 92,254 | -6.28 | 7,186 | -10.33 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 287,651 | 281.92 | 22,405 | 265.50 | ||||
2025-09-05 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | 牛津金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,287,600 | 21.68 | 100,291 | 16.43 | |||
2025-08-26 | NP | TRMCX - T. Rowe Price 中型价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,085,051 | 53.32 | 162,405 | 46.71 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,540,500 | 63.12 | 119,990 | 56.09 | |||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 857 | -12.37 | 67 | -16.46 | ||||
2025-08-22 | NP | FCLD - 富达云计算 ETF | 22,257 | -0.45 | 1,734 | -4.73 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 6,502,974 | 2.15 | 506,517 | -2.26 | ||||
2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 27,687 | 0.00 | 2,157 | -4.31 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 265 | 0.00 | 20 | 0.00 | ||||
2025-07-17 | 13F | GraniteShares 顾问有限责任公司 | 5,274 | 411 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 27,332 | 18.53 | 2,129 | 13.37 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 3,418 | -2.87 | 266 | -6.99 | ||||
2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 9,079 | 13.30 | 707 | 110.42 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 7,033 | -2.68 | 467 | -14.34 | ||||
2025-05-12 | 13F | FIL有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | POAGX - PRIMECAP 奥德赛激进增长基金 | 206,300 | -6.74 | 16,865 | -21.18 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 2,584 | -57.08 | 201 | -58.98 | ||||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 联合规划公司 | 0 | -100.00 | 0 | |||||
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 | 108 | 28.57 | 9 | 0.00 | ||||
2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,383 | -59.50 | 108 | -61.37 | ||||
2025-08-14 | 13F | Sirios 资本管理有限公司 | 25,663 | 57.95 | 1,999 | 51.13 | ||||
2025-08-14 | 13F | Styrax资本有限合伙人 | 247,111 | -71.27 | 19,247 | -72.51 | ||||
2025-08-28 | NP | CNAV-莫尔公司导航 ETF | 9,624 | 0.00 | 750 | 0.00 | ||||
2025-08-11 | 13F | 阿斯彭投资管理公司 | 4,133 | 11.76 | 0 | |||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 241 | 8.07 | 19 | 0.00 | ||||
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 | 188,576 | -27.02 | 15,416 | -38.32 | ||||
2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 285,562 | 0.00 | 22,242 | -4.31 | ||||
2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 4,827 | -17.16 | 376 | -20.68 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 53,064 | -23.32 | 4 | -20.00 | ||||
2025-07-24 | NP | FDCF - 富达颠覆性通信 ETF | 8,975 | 0.00 | 795 | 6.57 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 35,560 | 15.86 | 3 | 0.00 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 264 | -96.46 | 21 | -96.77 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 2,564 | -83.20 | 200 | -83.98 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | WCLD - WisdomTree 云计算基金 N/A | 69,110 | -13.97 | 5,383 | -17.68 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -116 | -9 | |||||
2025-06-25 | NP | IQSM - IQ Candriam ESG 美国中型股票 ETF | 21,501 | -1.28 | 1,758 | -16.57 | ||||
2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 3,571 | 4.42 | 297 | 9.19 | ||||
2025-08-08 | 13F | IMA 财富公司 | 14,615 | 17.18 | 1,138 | 12.12 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 7,285 | 567 | ||||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,447 | -2.30 | 113 | -6.67 | ||||
2025-08-14 | 13F | 亲和投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 189,178 | 51.02 | 15 | 40.00 | ||||
2025-08-20 | 13F | 肯塔基州退休系统 | 12,843 | -6.15 | 1,000 | -10.15 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT Index 400 中型基金 1 级 | 15,344 | 0.00 | 1,195 | -4.32 | ||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 20 | 0.00 | 0 | |||||
2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 4,033 | -4.34 | 357 | 2.00 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 7,275 | 10.58 | 567 | 5.79 | ||||
2025-04-22 | 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 | 5,359 | -14.61 | 446 | -11.00 | ||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 48,028 | -4.12 | 4 | -25.00 | ||||
2025-06-26 | NP | NUMG - Nuveen ESG 中盘增长 ETF | 113,157 | -4.82 | 9,251 | -19.56 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,074 | 7.96 | 162 | 3.21 | ||||
2025-08-13 | 13F | Pinpoint Asset Management(新加坡)私人有限公司 | 56,985 | 4,439 | ||||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 7,400 | 25.42 | 656 | 33.67 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 76,382 | -1.15 | 5,909 | -7.53 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 3,226 | 251 | ||||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 3,711 | -7.50 | 329 | -1.50 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 728 | 1.53 | 57 | -3.45 | ||||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 2,079 | 1.32 | 184 | 8.24 | ||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 2,635 | -4.46 | 205 | -8.48 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 302,004 | 3,260.08 | 23,523 | 3,117.92 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 8,185 | 19.93 | 669 | 1.36 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 157,992 | 530.71 | 12 | 500.00 | ||||
2025-08-13 | 13F | Qtron 投资有限责任公司 | 7,332 | 161.86 | 571 | 151.54 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 10,817 | 61.71 | 843 | 54.78 | ||||
2025-07-09 | 13F | 生活方式资产管理公司 | 13,077 | 8.64 | 1,019 | 3.98 | ||||
2025-05-01 | 13F | 福国相互人寿保险公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中盘指数基金标准类别 | 63,426 | -0.36 | 4,940 | -4.65 | ||||
2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 5 | -16.67 | 0 | |||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 3,738 | -2.78 | 291 | -6.73 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 453,970 | -1.25 | 35,360 | -5.51 | ||||
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 | 2,661 | -6.04 | 207 | -10.00 | ||||
2025-04-22 | 13F | 坎顿哈撒韦有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102,779 | 1.72 | 8,005 | -2.67 | ||||
2025-08-14 | 13F | 选择股权集团,有限合伙人 | 455,471 | -6.96 | 35,477 | -10.97 | ||||
2025-08-08 | 13F | 维斯特科公司 | 8,334 | -42.12 | 1 | -100.00 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 121,560 | 35.66 | 9,468 | 29.81 | ||||
2025-07-23 | 13F | DMG 集团有限责任公司 | 4,719 | -5.56 | 368 | -9.61 | ||||
2025-08-14 | 13F | 格拉尼与金有限责任公司 | 100 | 0.00 | 8 | -12.50 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 6,013 | -61.93 | 468 | -63.58 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 32,989 | -49.34 | 2,570 | -51.54 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 443 | -30.24 | 35 | -33.33 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 12,660 | -24.25 | 986 | -27.50 | ||||
2025-08-29 | NP | ETNEX - Eventide Exponential Technologies 基金 N 类股票 | 15,964 | 0.00 | 1,243 | -4.31 | ||||
2025-05-02 | 13F | 华侨银行 | 0 | -100.00 | 0 | |||||
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 | 10,091 | 1.42 | 786 | -2.97 | ||||
2025-08-11 | 13F | Mach-1 金融集团有限公司 | 10,506 | -23.65 | 818 | -26.96 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 164,176 | 162.41 | 12,788 | 151.12 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 727 | -4.22 | 57 | -8.20 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | USCRX - 基石适度激进基金 | 37,486 | 0.00 | 3,322 | 6.54 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 811 | -16.56 | 63 | -20.25 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 88,369 | 6.00 | 6,883 | 1.43 | ||||
2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 13 | -18.75 | 1 | 0.00 | ||||
2025-07-31 | 13F | 城邦银行 | 845 | -5.59 | 66 | -9.72 | ||||
2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 3,210,578 | -0.08 | 284,489 | 6.46 | ||||
2025-07-28 | NP | NBRVX - Neuberger Berman 中型内在价值基金投资者类别 | 8,927 | -4.22 | 791 | 2.06 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 3,086 | 240 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 大盘成长投资组合 I 类 | 60,224 | -15.33 | 4,691 | -18.98 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 65,500 | 17.17 | 5,102 | 12.11 | |||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 320,700 | 1.81 | 24,979 | -2.58 | |||
2025-05-12 | 13F | 桑迪泉银行 | 10 | 1 | ||||||
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 | 43,987 | -5.59 | 3,898 | 0.59 | ||||
2025-08-12 | 13F | 泰仁资本有限公司 | 101,011 | 7,868 | ||||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 中期增长系列 | 31,675 | 13.36 | 2,467 | 8.49 | ||||
2025-07-29 | 13F | 积极财富管理 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | 哥伦比亚塞利格曼优质技术增长基金公司 | 22,217 | 18.07 | 1,730 | 13.00 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 1 | ||||||
2025-06-27 | NP | MIDU - Direxion 每日中型股牛市 3 倍股 | 3,486 | -24.43 | 285 | -36.32 | ||||
2025-08-13 | 13F | 铁路养老金投资有限公司 | 13,103 | 0.00 | 1,021 | -4.32 | ||||
2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 9,729 | 38.87 | 862 | 48.11 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 231 | 16.08 | 19 | -5.26 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -75 | -6 | |||||
2025-06-24 | NP | APSLX - MainStay Fiera SMID 成长基金 C 类 | 65,497 | 0.23 | 5,354 | -15.30 | ||||
2025-08-22 | NP | COMAX - DWS通讯基金A类 | 13,581 | -9.58 | 1,058 | -13.50 | ||||
2025-07-29 | 13F | TFC财务管理 | 1 | 0 | ||||||
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 | 7,912 | 40.81 | 647 | 18.97 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 3,090 | 12.65 | 241 | 7.62 | ||||
2025-08-04 | 13F | 资产标记公司 | 615,292 | 44.02 | 47,925 | 37.81 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 175,473 | -9.22 | 13,668 | -13.14 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 33,062 | 0.71 | 2,575 | -3.63 | ||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 108 | -50.68 | 8 | -52.94 | ||||
2025-06-27 | NP | GRPM - Invesco S&P MidCap 400 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 | 71,978 | -14.18 | 5,884 | -27.47 | ||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 266,351 | 29.64 | 20,746 | 24.05 | ||||
2025-05-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 11,543 | 6.74 | 899 | 2.16 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 2,991 | 0.00 | 233 | -4.53 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 286,394 | 82.38 | 22,307 | 74.52 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 8,455 | 5.61 | 659 | 1.08 | ||||
2025-04-23 | 13F | Aspetuck 财务管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | Lingohr & Partner 资产管理有限公司 | 3,955 | -95.33 | 0 | -100.00 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 107 | 3.88 | 8 | 0.00 | ||||
2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 5,151 | -3.86 | 401 | -8.03 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 29,669 | 15.99 | 2,311 | 10.95 | ||||
2025-06-18 | NP | GMXAX - 全国中盘市场指数基金 A 类 | 36,672 | -7.44 | 2,998 | -21.79 | ||||
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 | 13,349 | -84.80 | 1,040 | -85.47 | ||||
2025-08-12 | 13F | 种子投资者有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FDN - 第一信托道琼斯互联网指数基金 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 | 597,494 | -6.99 | 46,539 | -11.00 | ||||
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 | 237,895 | 6.89 | 19,448 | -9.67 | ||||
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 | 42,163 | -44.48 | 3,736 | -40.84 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 25,843 | -10.66 | 2,013 | -14.53 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 3,203 | 4.67 | 250 | 0.00 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 41,153 | 0.00 | 3,205 | -4.30 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 10 | 1 | ||||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 48,629 | 3.34 | 3,788 | -1.12 | ||||
2025-07-25 | NP | MIDE - Xtrackers S&P MidCap 400 ESG ETF | 526 | 47 | ||||||
2025-05-15 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 19 | 1 | ||||||
2025-08-01 | 13F | 贝西默集团公司 | 523 | -13.12 | 0 | |||||
2025-08-07 | 13F | 高效顾问有限责任公司 | 2,612 | -3.86 | 203 | -8.14 | ||||
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 | 24,300 | -78.55 | 1,893 | -79.48 | ||||
2025-07-07 | 13F | 全球财富策略与合伙人 | 20 | 0.00 | 2 | 0.00 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -68 | -5 | |||||
2025-08-08 | 13F | 橡树丰收投资服务 | 21,474 | -10.81 | 1,673 | -14.65 | ||||
2025-08-15 | NP | BLYAX - American Beacon Bridgeway 大盘成长基金 A 类 | 10,200 | 0.00 | 794 | -4.34 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,145 | 11.72 | 167 | 7.05 | ||||
2025-03-27 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 18,139 | -21.30 | 1,755 | 9.69 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 3,431 | 5.18 | 267 | 0.75 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 48,910 | -16.01 | 4 | -25.00 | ||||
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 | 28,200 | -78.27 | 2,196 | -79.21 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 171,819 | -13.55 | 15,225 | 31.58 | ||||
2025-06-25 | NP | LBGAX - ClearBridge 中盘成长基金 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 | 23,804 | 0.00 | 1,946 | -15.51 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 204 | 39.73 | 16 | 36.36 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 2 | 0.00 | 0 | |||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 2,984 | 0.00 | 232 | -4.13 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 171 | 0.00 | 13 | 0.00 | ||||
2025-05-13 | 13F | 蒙特利尔银行/can/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-17 | 13F | 格里森集团公司 | 42 | 0.00 | 3 | 0.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 技术组合 IB 级 | 250,484 | 33.62 | 19,510 | 27.86 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 2,445,070 | 220.01 | 190,447 | 206.21 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 758,714 | -0.19 | 61,759 | -9.67 | ||||
2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 83,585 | -12.01 | 6,833 | -25.63 | ||||
2025-08-14 | 13F | 全球战略顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | 橡树家族顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-11 | 13F | 美国信安证券公司 | 9,309 | 10.74 | 725 | -4.10 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 3,011 | -79.81 | 235 | -80.71 | ||||
2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 3,346 | 261 | ||||||
2025-08-06 | 13F | 南州公司 | 369 | 25.08 | 29 | 16.67 | ||||
2025-07-24 | 13F | 支付宝证券公司 | 8 | 14.29 | 1 | |||||
2025-08-14 | 13F | 天鹅资本有限责任公司 | 300 | 0.00 | 23 | -4.17 | ||||
2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 206 | 17 | ||||||
2025-06-23 | NP | PPQMX-中型股成长基金 III R-3 | 2,144 | -24.90 | 175 | -36.59 | ||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 278,278 | 0.82 | 22,749 | -14.79 | ||||
2025-05-19 | 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 | 254 | -48.06 | 21 | -16.67 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 25 | 0.00 | 2 | -50.00 | ||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 18 | 1 | ||||||
2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 92,256 | 1.61 | 7,542 | -14.13 | ||||
2025-08-13 | 13F | 赫尔维德资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 4,100 | -93.64 | 319 | -93.92 | |||
2025-08-14 | 13F | Mission Creek 资本合伙公司 | 21,547 | -2.07 | 1,678 | -6.31 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 607 | 4.48 | 47 | 0.00 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 3,200 | -96.19 | 249 | -96.36 | |||
2025-08-27 | NP | RYMDX - 中型股 1.5 倍策略基金 H 级 | 600 | -8.81 | 47 | -13.21 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 47,688 | 202.53 | 3,714 | 189.48 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 134,595 | 21.13 | 11,003 | 2.37 | ||||
2025-09-10 | 13F | WT财富管理 | 20,734 | 1,615 | ||||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 10,900 | 18.26 | 849 | 13.20 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 6,393 | -0.47 | 498 | -4.79 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 21,837 | -24.50 | 1,701 | -27.78 | ||||
2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 715 | 46.22 | 58 | 23.40 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 17,700 | -40.32 | 1,379 | -42.92 | ||||
2025-08-13 | 13F/A | StoneX集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 742 | 23.05 | 61 | 3.45 | ||||
2025-08-12 | 13F | 鹭湾资本管理公司 | 16,093 | 0.41 | 1,253 | -3.91 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 24,285 | -3.52 | 1,892 | -7.67 | ||||
2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 40 | 0.00 | 3 | 0.00 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 20,543 | 27.87 | 1,600 | 22.42 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 65,683 | -47.28 | 5,023 | -51.54 | ||||
2025-05-02 | 13F | 协和财富合作伙伴 | 0 | -100.00 | 0 | |||||
2025-05-07 | 13F | 布莱斯角资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 19,654 | -77.71 | 1,531 | -78.68 | ||||
2025-04-01 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 1,867 | -17.64 | 181 | 14.65 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 4,631 | -12.13 | 361 | -15.89 | ||||
2025-08-11 | 13F | 联合顾问集团有限责任公司 | 3,944 | 1.57 | 307 | -2.85 | ||||
2025-08-15 | 13F | 第一手资本管理公司 | 30,000 | 0.00 | 2,337 | -4.34 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 310,766 | 1.31 | 24,206 | -3.06 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 18 | 0.00 | 1 | 0.00 | ||||
2025-04-22 | 13F | 卡斯尔维尤合伙人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 8,444 | 658 | ||||||
2025-08-14 | 13F | 野村控股公司 | 4,828 | -40.44 | 376 | -42.94 | ||||
2025-06-25 | NP | MSSCX - AMG Frontier 小盘成长基金 I 类 | 2,152 | -29.86 | 176 | -40.88 | ||||
2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 31,291 | -8.72 | 2,437 | -12.65 | ||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 4,680 | -2.90 | 365 | -7.14 | ||||
2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,850,486 | 1.29 | 144,134 | -3.08 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 8,422 | -2.15 | 656 | -6.43 | ||||
2025-08-14 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 4,849 | 0.00 | 378 | -4.31 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 6,843 | -2.81 | 533 | -7.16 | ||||
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 | 33,159 | -87.14 | 2,583 | -87.70 | ||||
2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 5,000 | 0.00 | 389 | -4.42 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 8,366 | -0.79 | 652 | -5.10 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 瑞银集团 | Call | 408,900 | 15.22 | 31,849 | 10.25 | |||
2025-08-14 | 13F | 瑞银集团 | Put | 384,200 | 15.20 | 29,925 | 10.24 | |||
2025-05-12 | 13F | 爱格夫管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 瑞银集团 | 896,703 | -24.56 | 69,844 | -27.82 | ||||
2025-07-15 | 13F | 大街集团有限公司 | 185 | 0.00 | 14 | -6.67 | ||||
2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类,2017 年 1 月 31 日生效(原 A 类) | 497 | 0.00 | 44 | 7.32 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 18,042 | 22.55 | 1,405 | 17.28 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 450 | 0.90 | 35 | -2.78 | ||||
2025-08-28 | NP | SPMD - SPDR(R) 投资组合中型 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 | 915,970 | 2.45 | 71,345 | -1.97 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 82 | 7 | ||||||
2025-08-05 | 13F | 西区投资管理公司 | 50 | 0.00 | 4 | -25.00 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 213 | -29.00 | 17 | -33.33 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 创意策划 | 22,883 | -18.89 | 1,782 | -22.39 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 467,184 | 0.35 | 36,389 | -3.98 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 6 | 50.00 | 0 | |||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 6,448 | 11.65 | 502 | 6.81 | ||||
2025-09-03 | 13F | Q3 资产管理 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 彭定康公司/TN | 4,469 | -19.46 | 348 | -22.84 | ||||
2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 58 | -41.41 | 5 | -55.56 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 47 | 135.00 | 4 | 200.00 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 11,837 | 1.41 | 922 | -3.05 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 62,837 | 0.00 | 4,894 | -4.30 | ||||
2025-06-23 | NP | IYW - iShares 美国科技 ETF | 333,114 | -2.93 | 27,232 | -17.96 | ||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 21,873 | 14.78 | 1,696 | 8.93 | ||||
2025-07-17 | 13F/A | RK资本管理有限责任公司/佛罗里达州 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 4,721 | 20.59 | 368 | 15.41 | ||||
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 | 56,600 | 31.32 | 5,015 | 39.93 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 3,191 | -20.92 | 249 | -24.39 | ||||
2025-08-14 | 13F | 沙特中央银行 | 184,373 | 233,283.54 | 14,361 | 239,233.33 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 520,852 | -1.39 | 40,569 | -5.64 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 114,695 | -59.03 | 8,934 | -60.79 | ||||
2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 传统财务顾问公司 | 5,119 | 1.03 | 399 | -3.40 | ||||
2025-07-14 | 13F | 银行与信托公司 | 424 | 0.00 | 33 | -2.94 | ||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 7,121 | -2.43 | 555 | -6.73 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 613,139 | -4.75 | 47,757 | -8.86 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -116,344 | -213.36 | -9,062 | -208.47 | |||
2025-06-26 | NP | CBSE - Clough 精选股票 ETF | 7,308 | 597 | ||||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 5,478 | 427 | ||||||
2025-08-14 | 13F | BCS私人财富管理有限公司 | 7,390 | 1 | ||||||
2025-05-15 | 13F | 格兰德吉恩资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 莫内科顾问有限责任公司 | 16,899 | -2.43 | 1,316 | -6.60 | ||||
2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 7,704 | 600 | ||||||
2025-05-15 | 13F | CMT 资本市场交易有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-28 | NP | IGV - iShares 扩展科技软件板块 ETF | 767,104 | 1.05 | 59,750 | -3.31 | ||||
2025-08-07 | 13F | 英杰华公司 | 156,526 | 6.15 | 12,192 | 1.57 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 192 | 15 | ||||||
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 | 3,605 | 36.71 | 295 | 15.29 | ||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 3,341 | 260 | ||||||
2025-08-12 | 13F | Ci投资公司 | 1,072 | -4.03 | 0 | |||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 361 | -78.13 | 28 | -75.86 | ||||
2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 91,998 | 0.00 | 7,489 | -9.50 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,300 | 101 | ||||||
2025-08-29 | 13F | 半人马座金融公司 | 5,398 | 2.58 | 0 | |||||
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 | 13,120 | -2.45 | 1,073 | -17.60 | ||||
2025-07-15 | 13F | 金融合作伙伴集团公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | TMFX - Motley Fool Next 指数 ETF | 3,210 | -0.16 | 284 | 6.37 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,089 | 0.00 | 85 | -4.55 | ||||
2025-08-06 | 13F | 地平线投资服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 7,834 | 4.34 | 610 | -0.16 | ||||
2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | EBI-长景优势ETF | 583 | 9,616.67 | 52 | |||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 83,741 | -5.72 | 6,523 | -9.79 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 1,920 | -11.52 | 157 | -25.36 | ||||
2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 136,900 | -32.63 | 10,663 | -35.53 | ||||
2025-05-15 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | ||||
2025-05-15 | 13F | Centiva 资本有限合伙人 | Put | 0 | -100.00 | 0 | ||||
2025-06-25 | NP | LCLAX - ClearBridge Select 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 | 642,060 | 3.97 | 52,488 | -12.13 | ||||
2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 战略投资顾问/MI | 4,099 | 319 | ||||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 28,399 | -4.02 | 2,212 | -8.18 | ||||
2025-05-05 | 13F | 恩瓦姆有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 1,134 | -1.13 | 88 | -5.38 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 11 | 0.00 | 1 | |||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 85 | 0.00 | 7 | 0.00 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,800 | -9.77 | 140 | -13.58 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 270,200 | 0.48 | 21,046 | -3.85 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 312 | -3.11 | 24 | -7.69 | ||||
2025-08-14 | 13F | 德肖公司 | Put | 15,000 | 0.00 | 1,168 | -4.34 | |||
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 | 568,189 | 0.00 | 50,347 | 6.54 | ||||
2025-05-13 | 13F | FineMark 国家银行和信托银行 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | CMT 资本市场交易有限公司 | Call | 0 | -100.00 | 0 | ||||
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 | 2,873 | -57.77 | 255 | -55.04 | ||||
2025-07-14 | 13F | 农商投资公司 | 166 | 22.06 | 13 | 9.09 | ||||
2025-07-30 | NP | ALSMX - Archer 多股基金 | 1,250 | 0.00 | 111 | 6.80 | ||||
2025-07-29 | 13F | Mb,Levis&Associates,Llc | 10 | 0.00 | 1 | |||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 385 | -47.62 | 30 | -50.85 | ||||
2025-07-28 | NP | MID - 美国世纪中盘成长影响ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,798 | 23.04 | 4,147 | 31.08 | ||||
2025-08-19 | 13F | 怀俄明州 | 8,559 | 25.61 | 667 | 20.22 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 351 | 0 | ||||||
2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 21,673 | -19.80 | 1,920 | -14.55 | ||||
2025-08-12 | 13F | 实谈资本有限责任公司 | 2,884 | 2.67 | 225 | -1.75 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 15 | 0.00 | 1 | 0.00 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 4,883 | 0.00 | 380 | -4.28 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 互联网基金可变年金 | 591 | -10.45 | 46 | -13.21 | ||||
2025-06-26 | NP | TLARX - Transamerica 大核心 R | 4,910 | -2.02 | 401 | -17.15 | ||||
2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,103,025 | -0.00 | 97,739 | 6.54 | ||||
2025-07-28 | NP | HROAX - FinTrust 收入和机会基金 A 类股票 | 6,000 | -25.00 | 532 | -20.15 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 4,968 | 0.08 | 387 | -4.46 | ||||
2025-07-18 | 13F | 信托金融公司 | 6,655 | 4.38 | 518 | -0.19 | ||||
2025-05-29 | NP | ENTIX - ERShares 全球基金机构类别 | 7,500 | 0.00 | 610 | -9.50 | ||||
2025-04-28 | 13F | WT资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 4,363 | 1.23 | 340 | -3.14 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 12,086 | 22.56 | 941 | 17.33 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 131,343 | 3.45 | 10,737 | -12.57 | ||||
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 | 1,348 | -3.44 | 110 | -18.52 | ||||
2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 550 | 43 | ||||||
2025-05-28 | 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 | 370 | -47.14 | 30 | -14.29 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 2,701 | -1.60 | 210 | -14.63 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 346 | -0.29 | 0 | |||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 7,381 | -32.70 | 575 | -35.65 | ||||
2025-05-28 | 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 | 13,893 | 0.00 | 1,131 | -9.53 | ||||
2025-08-28 | NP | MDYG - SPDR(R) S & P 400 中型成长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 299,430 | -18.26 | 23,323 | -21.78 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 115,924 | -4.10 | 9,029 | -8.23 | ||||
2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 范埃克联合公司 | 34,592 | -34.53 | 3 | -50.00 | ||||
2025-08-06 | 13F | 森吉咨询小组 | 4,932 | 5.03 | 437 | 23.45 | ||||
2025-05-15 | 13F | Palestra资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 新桥金融服务集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 布里奇威资本管理公司 | 29,500 | -2.16 | 2,298 | -6.40 | ||||
2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,377 | -12.45 | 5,092 | -16.22 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 23,832 | 50.83 | 1,856 | 44.32 | ||||
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 | 27,802 | 16.93 | 2,464 | 24.58 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 12,463 | 8.07 | 971 | 3.41 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 36,768 | 21.15 | 2,864 | 15.91 | ||||
2025-05-07 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 83,492 | -31.23 | 6,503 | -34.19 | ||||
2025-06-30 | NP | BUL - Pacer 美国现金牛增长 ETF | 18,524 | 6.17 | 1,514 | -10.25 | ||||
2025-05-01 | 13F | 伯比斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 1,443 | 5.33 | 112 | 0.90 | ||||
2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,520 | 134.95 | 508 | 125.33 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 14 | 250.00 | 1 | |||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 122,682 | -4.98 | 9,556 | -9.08 | ||||
2025-08-12 | 13F | 阿彻投资公司 | 1,250 | 0.00 | 97 | -3.96 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 8,828 | 0.65 | 688 | -3.65 | ||||
2025-07-31 | 13F | 最佳投资顾问 | 815 | 13.99 | 63 | 8.62 | ||||
2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 129,831 | -46.69 | 10,614 | -54.95 | ||||
2025-05-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 1,511 | 118 | ||||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 11,432 | -17.41 | 890 | -20.96 | ||||
2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 184,080 | 5.62 | 14,338 | 1.06 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 9,564 | 71.67 | 745 | 64.24 | ||||
2025-06-26 | NP | USCGX - 资本增长基金 | 34,666 | 45.11 | 2,834 | 22.64 | ||||
2025-07-25 | 13F | SPC 金融公司 | 2,625 | 0.00 | 204 | -4.23 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 87 | 29.85 | 7 | 20.00 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 13,075 | 1.82 | 1,018 | -2.58 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 6,799 | 0.18 | 602 | 6.74 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 18 | 0.00 | 1 | 0.00 | ||||
2025-08-08 | 13F | denkapparat Operations GmbH | 9,842 | 0.00 | 767 | -4.37 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 13,932 | -2.92 | 1,085 | -7.11 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 612,900 | 7.56 | 47,739 | 2.93 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 406 | 0.00 | 32 | -6.06 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 45,130 | -84.72 | 3,515 | -85.38 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 9,380 | 56.62 | 764 | 41.82 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 555,969 | 11.91 | 43,284 | 7.04 | ||||
2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 254 | -50.10 | 20 | -53.66 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 10,971 | 45.23 | 897 | 22.74 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 13,557 | 1,056 | ||||||
2025-08-07 | 13F | 商业银行 | 44,197 | 16.60 | 3,443 | 11.57 | ||||
2025-05-23 | NP | SHRT - Gotham 空头策略 ETF | 741 | 732.58 | 60 | 650.00 | ||||
2025-07-28 | 13F | 贾格资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | TMSL - T. Rowe 价格中小型股 ETF | 55,730 | 39.53 | 4,341 | 33.50 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 9,013 | 7.13 | 702 | 2.63 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 1,259 | -19.50 | 98 | -22.83 | ||||
2025-05-15 | 13F | 字幕管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 6,499 | -0.91 | 506 | -5.07 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 100 | 0.00 | 8 | -12.50 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 1,649,523 | 89.89 | 128,482 | 81.70 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 4,663 | 238.14 | 363 | 218.42 | ||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 4,415 | 17.33 | 391 | 25.32 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,447,894 | 1.12 | 112,776 | -3.24 | ||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 374,543 | 0.25 | 33,188 | 6.81 | ||||
2025-05-15 | 13F | 字幕管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 和谐资产管理有限公司 | 25,019 | 1,949 | ||||||
2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 27,314 | 0.37 | 2,420 | 6.94 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 161,194 | -5.90 | 12,555 | -9.96 | ||||
2025-08-28 | NP | NCGFX - 新约成长基金 | 1,618 | 0.00 | 126 | -3.82 | ||||
2025-08-11 | 13F | 先锋集团公司 | 21,400,026 | 0.08 | 1,666,848 | -4.23 | ||||
2025-07-21 | 13F | 格林伍德资本联合有限公司 | 11,719 | 21.63 | 913 | 16.33 | ||||
2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 2,913 | 42.17 | 258 | 51.76 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 5,652 | -1.26 | 462 | -16.46 | ||||
2025-08-14 | 13F | 曼氏集团 | 346,422 | 239.43 | 26,983 | 224.81 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 5,142 | -4.48 | 401 | -8.68 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 18,245 | 2.52 | 1,421 | -1.86 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 22 | 0.00 | 2 | 0.00 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 295 | 555.56 | 26 | 766.67 | ||||
2025-08-13 | 13F | 三井住友金融集团 | 911 | 70 | ||||||
2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 1,780 | 0.00 | 139 | -4.17 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 5,133 | 0.00 | 400 | -4.31 | ||||
2025-08-04 | 13F | 联合银行 | 96,541 | 0.08 | 8 | 0.00 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 2,005 | -3.79 | 156 | -9.30 | ||||
2025-08-14 | 13F | 联信银行 | 65,430 | -9.87 | 5,096 | -13.76 | ||||
2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 40,000 | 3,116 | ||||||
2025-07-21 | 13F | DHJJ财务顾问有限公司 | 1 | 0.00 | 0 | |||||
2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 1,023 | -97.14 | 99 | -94.45 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 3,913 | 20.47 | 305 | 15.15 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 1 | 0.00 | 0 | |||||
2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 110,329 | -4.38 | 8,594 | -8.51 | ||||
2025-05-15 | 13F | 巴利亚斯尼资产管理有限公司 | 0 | -100.00 | 0 | |||||
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 | 129,445 | -88.63 | 10,082 | -89.12 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 20,415 | 490.88 | 1,590 | 465.84 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 76,814 | -1.51 | 5,983 | -5.75 | ||||
2025-08-15 | 13F | 杜肯家族办公室有限责任公司 | 1,290,440 | 20.08 | 101 | 14.94 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 5,574 | 48.84 | 464 | 101.30 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 3 | 50.00 | 0 | |||||
2025-05-15 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
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 | 10,251 | 0.00 | 838 | -15.44 | ||||
2025-05-06 | 13F | Readystate资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 3,262 | -6.13 | 254 | -9.93 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 3,142 | -1.50 | 245 | -5.79 | ||||
2025-07-24 | 13F | 全面财富规划与管理有限公司 | 3,170 | 4.83 | 247 | 0.00 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 882,700 | 4.29 | 68,744 | -0.23 | ||||
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 | 134,652 | 5.21 | 10,488 | 0.68 | ||||
2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 107,800 | 89.26 | 8,397 | 81.10 | ||||
2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | PJFM - PGIM Jennison 专注中型股 ETF | 2,377 | 211 | ||||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 3,466 | 2.97 | 270 | -1.47 | ||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克下一代 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 964 | 2.44 | 85 | 8.97 | ||||
2025-06-26 | NP | TRDFX - Steward 中小盘增强指数基金 A 类 | 7,629 | 0.00 | 624 | -15.47 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 33,768 | -18.35 | 3 | -33.33 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘股指数投资组合 IB 类 | 169,531 | -0.57 | 13,205 | -4.86 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 3,874 | -15.67 | 317 | -28.83 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 31,133 | 6.08 | 2,759 | 13.03 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 368,385 | -0.52 | 28,694 | -4.81 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 236,986 | 2.55 | 18,459 | -1.88 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 21,068 | -15.91 | 1,641 | -19.57 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 5,294 | 71.44 | 412 | 64.14 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 2,311 | -5.60 | 180 | -20.44 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 73 | 15.87 | 6 | 0.00 | ||||
2025-08-05 | 13F | 特雷杰·AP-丰登 | 18,987 | 9.64 | 1,479 | 4.90 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 21,074 | 0.53 | 2 | 0.00 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 1,096 | 85 | ||||||
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 | 8,302 | -3.08 | 679 | -18.12 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 38,500 | 839.02 | 2,999 | 800.30 | |||
2025-07-22 | 13F | 银湖咨询有限责任公司 | 41,182 | 2.42 | 3,208 | -1.99 | ||||
2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 7 | 0.00 | 1 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 41,300 | 817.78 | 3,217 | 778.69 | |||
2025-08-13 | 13F | 奥默斯管理公司 | 28,109 | -5.70 | 2,189 | -9.77 | ||||
2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 哈萨克斯坦资产管理有限责任公司 | 11,396 | -64.55 | 888 | -66.09 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,096 | -2.84 | 85 | -6.59 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 233,648 | 8.13 | 18 | 5.88 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 2,643 | 0.00 | 216 | -15.29 | ||||
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 | 66,102 | 0.00 | 5,404 | -15.50 | ||||
2025-05-01 | 13F | 韦瑟利资产管理公司 | 0 | -100.00 | 0 | |||||
2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 8,491 | 1.49 | 691 | -8.11 | ||||
2025-06-26 | NP | USMIX - 扩展市场指数基金 | 24,094 | -2.22 | 1,970 | -17.37 | ||||
2025-05-15 | 13F | 两个 Sigma 顾问,有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 2,777,121 | -0.35 | 216,310 | -4.65 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 25 | -3.85 | 2 | -50.00 | ||||
2025-07-28 | NP | QQQJ - 景顺纳斯达克下一代 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76,532 | -4.03 | 6,782 | 2.25 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 2,939 | 229 | ||||||
2025-08-29 | NP | MMSCX - Praxis 小盘股指数基金 A 类 | 5,800 | 0.00 | 452 | -4.45 | ||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 2,002 | 177 | ||||||
2025-06-20 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 3,438 | -13.88 | 281 | -27.20 | ||||
2025-07-03 | 13F | 加德资本公司 | 7,770 | -4.50 | 605 | -8.61 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/400 管理波动性投资组合 IB 级 | 48,369 | -6.41 | 3,767 | -10.44 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 112,125 | 4.77 | 9,166 | -11.45 | ||||
2025-06-27 | NP | XMHQ - Invesco S&P MidCap Quality 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 | 2,112,432 | -12.00 | 172,691 | -25.63 | ||||
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 | 9,448 | -21.77 | 736 | -25.23 | ||||
2025-07-31 | 13F | 中央银行 | 21 | 0.00 | 2 | 0.00 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 2,106 | 164 | ||||||
2025-07-30 | 13F | 达戴维森公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 8,458 | -438.32 | 749 | -461.84 | ||||
2025-08-13 | 13F | 挪威银行 | 1,810,082 | 140,987 | ||||||
2025-08-06 | 13F | 云泰资本管理有限公司/香港 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 200 | -11.11 | 16 | -16.67 | ||||
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 | 1,843 | 79.98 | 144 | 72.29 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 12,437 | 969 | ||||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 0 | -100.00 | 0 | |||||
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 | 37,957 | 1.92 | 2,956 | -2.47 | ||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 6,051 | 0.00 | 536 | 6.56 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 196,624 | 4.93 | 15 | 0.00 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 25 | -78.26 | 2 | -80.00 | ||||
2025-08-22 | NP | 可变保险产品基金 III - 动态资本增值投资组合初始类别 | 23,200 | 0.00 | 1,807 | -4.29 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,042 | 9.68 | 81 | 5.19 | ||||
2025-07-31 | 13F | 奥本海默公司 | 14,906 | 23.36 | 1,161 | 18.11 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 2,947 | 261 | ||||||
2025-08-04 | 13F | 俄亥俄州 | 19,660 | 47.93 | 1,531 | 41.63 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 美国信安金融集团 | 474,840 | -10.16 | 36,985 | -14.03 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 93,645 | 3.98 | 7,294 | -0.49 | ||||
2025-08-14 | 13F | 西永资本有限公司 | Call | 87,400 | 6,808 | |||||
2025-08-14 | 13F | 极地资本控股有限公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | WEBL - Direxion 每日道琼斯互联网牛市 3 倍股票 | 7,541 | -29.15 | 616 | -40.14 | ||||
2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 10,347 | 3.26 | 806 | -1.23 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -52,778 | 36.97 | -4,111 | 18.61 | |||
2025-07-28 | NP | FDG - 美国世纪聚焦动态增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,289 | 2.85 | 4,190 | 9.60 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 3,767 | 293 | ||||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 37,780 | 59.58 | 3 | 100.00 | ||||
2025-07-11 | 13F | 永久有限公司 | 10,635 | 30.43 | 828 | 24.89 | ||||
2025-05-08 | 13F | 梅雷迪思财富规划 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 4,958,088 | -1.64 | 386,185 | -5.88 | ||||
2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 5,369 | 0.00 | 418 | -4.35 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 281,525 | 58.85 | 21,928 | 52.00 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 授权基金有限责任公司 | 126,357 | 20.93 | 9,842 | 15.71 | ||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 5,481 | -8.74 | 427 | -12.70 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 372,487 | -24.09 | 29,013 | -27.37 | ||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 44,500 | 3 | ||||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultramid-cap | 422 | -15.26 | 33 | -20.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 | 18,544 | 1.79 | 1,444 | -2.56 | ||||
2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 26,507 | 10.97 | 2,349 | 18.23 | ||||
2025-05-13 | 13F | VGI 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 195 | 0.00 | 15 | 0.00 | ||||
2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,391 | 14.98 | 2,730 | -2.85 | ||||
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 | 268,906 | -1.84 | 21,983 | -17.04 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 99 | -23.26 | 8 | -30.00 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 2,169 | 8.23 | 166 | -0.60 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 5,451 | -6.47 | 425 | -10.55 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 429 | -7.34 | 33 | -10.81 | ||||
2025-08-13 | 13F | 韩国投资公司 | 174,485 | -23.13 | 13,591 | -26.45 | ||||
2025-08-13 | 13F | 景顺有限公司 | 2,574,074 | -25.13 | 200,495 | -28.36 | ||||
2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 资本分析师公司 | 47 | 0.00 | 0 | |||||
2025-05-13 | 13F | 维鲁斯资本合伙公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 5,800 | 0.00 | 0 | |||||
2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 2,272 | 186 | ||||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,332,919 | 12.72 | 103,821 | 7.86 | ||||
2025-08-27 | NP | RYBHX - S&P MidCap 400 纯增长基金 H 级 | 3,132 | -7.14 | 244 | -11.31 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 59,138 | 1.31 | 4,606 | -3.05 | ||||
2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 1,365 | 106 | ||||||
2025-07-22 | 13F | 落基山顾问有限公司 | 200 | 0.00 | 16 | -6.25 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 32,800 | -50.15 | 2,555 | -52.32 | |||
2025-08-14 | 13F | 赫尔利资本有限责任公司 | 2 | -96.15 | 0 | -100.00 | ||||
2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 9,981 | 777 | ||||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 36,500 | -47.10 | 2,843 | -49.39 | |||
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 | 484,800 | 24.76 | 42,958 | 32.92 | ||||
2025-05-06 | 13F | 科瓦克顾问公司 | 0 | -100.00 | 0 | |||||
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 | 568,200 | 0.00 | 46,450 | -15.49 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 772,289 | 30.73 | 60,154 | 25.09 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL 中型股指数基金 2 级 | 33,159 | -1.17 | 2,583 | -5.46 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 8,602 | 0.00 | 703 | -15.50 | ||||
2025-08-12 | 13F | MAI资本管理 | Call | 8 | -58.82 | |||||
2025-08-12 | 13F | MAI资本管理 | 11,277 | 1.48 | 878 | -2.88 | ||||
2025-07-30 | 13F | 道德公司 | 14,477 | -0.06 | 1,107 | -7.52 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 634,944 | -11.23 | 49,456 | -16.88 | ||||
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 | 90,900 | -20.05 | 8,055 | -14.83 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 193,830 | 75.70 | 15 | 87.50 | ||||
2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 767 | -6.46 | 60 | -10.61 | ||||
2025-07-28 | NP | MVV - ProShares Ultra MidCap400 | 7,661 | -2.12 | 679 | 4.31 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 263,183 | -6.52 | 20,499 | -10.55 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 3,907 | -14.08 | 304 | -17.84 | ||||
2025-05-06 | 13F | 融合投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 红木金融网络公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 39,190 | 1,421.94 | 3,053 | 1,360.29 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 132,800 | 791.28 | 10,344 | 753.38 | |||
2025-04-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 48,300 | 927.66 | 3,762 | 884.82 | |||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 12 | 0.00 | 1 | |||||
2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 德意志银行\ | 464,213 | -16.88 | 36,158 | -20.46 | ||||
2025-08-14 | 13F | Occudo 定量策略 Lp | 4,837 | 377 | ||||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 85,946 | -4.96 | 7 | -14.29 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 5,953 | -33.94 | 487 | -44.20 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 4,330 | -15.18 | 337 | -18.80 | ||||
2025-04-22 | 13F | 协同财务管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | 弗兰克,里默曼顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 5 | 0 | ||||||
2025-08-12 | 13F | DnB 资产管理公司 | 35,647 | 0.13 | 2,777 | -4.18 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 2,075,844 | -10.37 | 162 | -14.36 | ||||
2025-08-28 | NP | GPTUX - GuidePath(R) 战术分配基金服务股票 | 116,644 | 21.25 | 9,085 | 16.01 | ||||
2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | E 六十三有限公司 | 41,344 | -22.75 | 3,220 | -26.08 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 14,378 | 30.70 | 1,120 | 25.03 | ||||
2025-08-14 | 13F | 对称峰管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,904 | -1.87 | 616 | -6.11 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 13,546 | 16.23 | 1,200 | 23.84 | ||||
2025-08-14 | 13F | 贝克资本管理有限公司 | 7,982 | -7.79 | 622 | -11.79 | ||||
2025-08-26 | NP | FSGS - 小型股美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,475 | 1.37 | 271 | -3.23 | ||||
2025-04-14 | 13F | 托特金融咨询公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 12,634 | 44.99 | 1,033 | 22.57 | ||||
2025-08-14 | 13F | 对称峰管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 2,887 | 0.00 | 225 | -4.68 | ||||
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 | 4,476 | 0.00 | 349 | -4.40 | ||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 1,278 | 100 | ||||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 3,028 | 1.41 | 236 | -3.29 | ||||
2025-08-29 | NP | OPTZ-优化策略指数ETF | 2,708 | -0.66 | 211 | -4.98 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 45,316 | 10.03 | 3,530 | 5.28 | ||||
2025-06-26 | NP | HFGO - 哈特福德大盘成长 ETF | 10,838 | 77.09 | 886 | 49.92 | ||||
2025-06-27 | NP | IGPT - 景顺动态软件 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 | 29,853 | 1.29 | 2,440 | -14.39 | ||||
2025-08-13 | 13F | 优化财务公司 | 2,708 | -0.66 | 211 | -4.98 | ||||
2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 14,081 | 0.00 | 1,248 | 6.49 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 93,403 | -13.70 | 7,381 | -16.23 | ||||
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 | 92,347 | 1.09 | 7,549 | -14.57 | ||||
2025-08-05 | 13F | 伯尼公司/ | 131,265 | -7.74 | 10,224 | -11.72 | ||||
2025-08-12 | 13F | 贝莱德公司 | 24,303,866 | -3.48 | 1,893,028 | -7.64 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-09-11 | NP | CFAGX - 中型成长基金股票 | 29,835 | 14.49 | 2,257 | 5.92 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 8,316 | -7.68 | 648 | -11.73 | ||||
2025-08-29 | NP | JAGWX - 中等价值信托资产净值 | 80,066 | 57.10 | 6,236 | 50.34 | ||||
2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 3,232 | 50.33 | 263 | 36.27 | ||||
2025-08-12 | 13F | 美国APG资产管理公司 | 6,389 | 0.00 | 494 | -6.44 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 137,460 | -24.81 | 10,707 | -28.05 | ||||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 5,687 | 4.58 | 443 | 0.00 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 164,714 | 86.72 | 12,830 | 78.68 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 8,923 | -5.14 | 695 | -9.15 | ||||
2025-05-05 | 13F | 乐观退休集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 4,537 | 0.00 | 353 | -4.34 | ||||
2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 7,075 | 18.05 | 551 | 13.14 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 4,109,725 | -33.36 | 320,106 | -36.23 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 17,531 | 0.00 | 1,365 | -4.34 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 13,140 | -30.08 | 1,005 | -35.76 | ||||
2025-06-25 | NP | PESPX - 纽约梅隆中型股指数基金公司投资者股票 | 98,042 | -3.79 | 8,015 | -18.70 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 13,712 | -11.26 | 1,068 | -15.17 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 300 | 0.00 | 23 | -4.17 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 3 | 0 | ||||||
2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 11,410 | -15.08 | 1,011 | -9.49 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 284 | 2.53 | 22 | 0.00 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,600 | 125 | ||||||
2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 11,044 | -1.85 | 860 | -6.01 | ||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 24,810 | 45.83 | 1,932 | 39.60 | ||||
2025-07-28 | NP | VGLSX - 全球策略基金 | 3,747 | 0.00 | 332 | 6.75 | ||||
2025-08-12 | 13F | Contrarius 集团控股有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 100 | 0.00 | 8 | -12.50 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 39,836 | 8.34 | 3,082 | 2.97 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 9,480 | 0.00 | 738 | -4.28 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 165 | 20.44 | 13 | 9.09 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 1,705 | 133 | ||||||
2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 10 | 900.00 | 1 | |||||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 307 | 0.00 | 24 | -4.17 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 1,084 | 0 | ||||||
2025-05-15 | 13F | 科图管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 罗杰斯兄弟公司 | 10,750 | 37.12 | 837 | 31.19 | ||||
2025-08-15 | 13F | 帕鲁斯金融(英国)有限公司 | 21,950 | -1.17 | 1,710 | -5.42 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 3,159 | -3.28 | 246 | -7.17 | ||||
2025-07-25 | NP | AFMC - First Trust Active Factor Mid Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,190 | 194 | ||||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 68,184 | 5,311 | ||||||
2025-08-26 | NP | AZBAX - AllianzGI 小盘基金 A 类 | 13,593 | 0.00 | 1,059 | -4.34 | ||||
2025-08-06 | 13F | 北方资本有限公司 | 516 | 0.00 | 40 | -4.76 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 22,181 | 35.25 | 2 | 0.00 | ||||
2025-08-11 | 13F | EMC资本管理公司 | 100 | 0.00 | 0 | |||||
2025-06-25 | NP | BKMC - 纽约梅隆银行美国中盘核心股票 ETF | 21,016 | -32.00 | 1,718 | -42.52 | ||||
2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 布朗咨询公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 217,210 | 24.72 | 16,918 | 19.34 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 2 | 0.00 | 7 | -14.29 | |||
2025-07-23 | NP | VYMYX - Voya 中型股研究增强型指数基金 W 级 | 11,585 | -0.70 | 1,027 | 5.77 | ||||
2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 28,105 | 2,298 | ||||||
2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 范赫尔岑资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 5,112 | 0.00 | 398 | -4.33 | ||||
2025-06-25 | NP | FDND - FT Vest 道琼斯互联网和目标收入 ETF | 612 | 96.15 | 50 | 66.67 | ||||
2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 2,655 | -41.46 | 235 | -37.67 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 2,548 | -53.48 | 198 | -55.51 | ||||
2025-07-08 | 13F | RMR 财富创造者 | 9,108 | 0.00 | 709 | -4.32 | ||||
2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 21,273 | 2.68 | 1,657 | -1.78 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 31,858 | -17.54 | 2,481 | -21.09 | ||||
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 | 582 | -10.60 | 45 | -13.46 | ||||
2025-08-01 | 13F | 詹尼森联合有限公司 | 708,149 | 6.84 | 55,158 | 2.23 | ||||
2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 4,600 | 0.00 | 358 | -4.28 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 10,198 | -18.43 | 794 | -21.93 | ||||
2025-08-11 | 13F | 潮汐有限责任公司 | 75 | -5.06 | 6 | -16.67 | ||||
2025-05-14 | 13F | DC投资管理有限责任公司 | 0 | -100.00 | 0 |