机构投资人持股和股东
General Mills, Inc. (MX:GIS) 有 2293 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 524,365,478 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Charles Schwab Investment Management Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, SCHD - Schwab U.S. Dividend Equity ETF, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, VIMSX - Vanguard Mid-Cap Index Fund Investor Shares, and Morgan Stanley .
General Mills, Inc. (BMV:GIS)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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value 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 | 5,083 | -6.63 | 288 | -11.93 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 14,937 | 0.73 | 848 | -4.94 | ||||
| 2025-04-18 | 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 | 15,213 | -3.95 | 922 | -12.11 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 0 | 0 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,605 | 0.63 | 0 | |||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 15,115 | 14.52 | 783 | -0.76 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 53,400 | -37.76 | 2,767 | -46.07 | |||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -442 | -0.00 | -23 | -15.38 | |||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,211 | 53.33 | 120 | 36.78 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 21,478 | 0.00 | 1,113 | -13.40 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 55,809 | 7.08 | 3,028 | -4.15 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 119 | 6 | ||||||
| 2025-04-30 | 13F | 阿尔法立方投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 44,000 | -40.46 | 2,280 | -48.42 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 23,081 | -56.12 | 1,196 | -61.99 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,805 | -48.19 | 94 | -55.29 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 307 | 0.00 | 16 | -11.11 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 75 | 0.00 | 4 | -25.00 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 77,267 | 38.61 | 4,003 | 20.14 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125,340 | -0.92 | 6,494 | -14.15 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 22,357 | -20.14 | 1,158 | -30.78 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 36,665 | 0.84 | 1,900 | -12.61 | ||||
| 2025-08-14 | 13F | 道富银行 | 33,572,271 | 0.75 | 1,739,379 | -12.70 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 292,826 | -28.90 | 15,135 | -38.43 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 28 | 1 | ||||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 71,252 | 0.00 | 3,692 | -13.36 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美国信托投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 65,563 | -9.81 | 3,397 | -30.67 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 176,000 | 448.29 | 9,119 | 375.14 | |||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 101,700 | 736.21 | 5,269 | 624.76 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 368 | 19 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 35,000 | -4.89 | 1,813 | -17.59 | |||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 906 | -66.07 | 47 | -71.07 | ||||
| 2025-05-23 | 13F | 双湖资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 核心另类资本 | 15 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 头投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-04 | 13F | 库珀投资者有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 19 | 0.00 | 1 | -100.00 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 5,685 | 1.61 | 295 | -11.98 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,983 | -0.60 | 108 | -10.83 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 84 | 1.20 | 4 | 0.00 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 1,868 | 0.00 | 106 | -6.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 5,066 | -4.83 | 262 | -17.61 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,077 | 1.70 | 56 | -12.70 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 25,412 | 0.97 | 1,317 | -12.50 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 7,328 | -0.81 | 380 | -14.06 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 912,689 | 12.77 | 47 | -2.08 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 216,599 | 3.46 | 11,222 | -10.35 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 28,339 | -0.47 | 1,538 | -10.95 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 12,795 | 0.08 | 663 | -13.35 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 37,432 | 20.49 | 1,939 | 4.42 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 4,625 | -1.15 | 240 | -14.34 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 5,426 | 13.82 | 281 | -1.40 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 9,654 | -0.34 | 500 | -13.64 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 6,362 | 4.64 | 330 | -9.37 | ||||
| 2025-05-02 | 13F | 达科他财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 5,671 | -5.98 | 294 | -18.61 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 8,588,624 | 4.80 | 443,173 | -10.62 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 160 | 0.00 | 0 | |||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 7,296 | 20.18 | 378 | 4.13 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 228 | 0.00 | 12 | -15.38 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 213,262 | -11.75 | 11,050 | -23.52 | ||||
| 2025-07-28 | 13F | Eq 财富顾问有限公司 | 0 | 0 | ||||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,030 | 0.00 | 105 | -13.22 | ||||
| 2025-05-12 | 13F | 艾迪生顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 52,114 | 1.45 | 2,957 | -4.31 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 125,503 | -30.31 | 6,502 | -39.61 | ||||
| 2025-08-13 | 13F | 米罗娃 | 3,889 | -46.63 | 201 | -53.79 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 20,274 | 22.85 | 1,050 | 6.60 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 200 | 10 | ||||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 847,804 | -15.64 | 43,925 | -26.90 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 7,700 | -60.10 | 399 | -65.48 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 165,232 | -0.30 | 9,375 | -5.94 | ||||
| 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 | 24,455 | 8.83 | 1,388 | 2.66 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 140,628 | -7.49 | 7,630 | -17.19 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 296,666 | 7.64 | 16,097 | -3.65 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 5,179 | 0.72 | 268 | -12.70 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 2,657 | 0.00 | 144 | -10.56 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | RLCAX - 哥伦比亚纪律价值基金 A 类 | 8,600 | -14.91 | 517 | -27.39 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,656 | 1.47 | 86 | -12.37 | ||||
| 2025-04-22 | 13F | Jmac企业有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 4,414 | 4.97 | 229 | -9.16 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 6,956 | 360 | ||||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 71,065 | 3.15 | 3,682 | -10.63 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 8,900 | 461 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 100 | 5 | |||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 539,078 | -2.77 | 27,930 | -15.74 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 61,646 | -51.74 | 3,193 | -57.71 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 32,521 | -2.09 | 1,685 | -15.16 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 1,023 | 0.00 | 0 | |||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 697 | 40 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 131,322 | -4.27 | 6,787 | -17.15 | ||||
| 2025-08-12 | 13F | 联合银行 | 19,744 | -30.25 | 1,023 | -39.60 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 857 | -84.79 | 44 | -86.90 | ||||
| 2025-05-13 | 13F | LGT集团基金会 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 40 | -27.27 | 2 | -66.67 | ||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 10,000 | 0.00 | 518 | -13.23 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,249 | 272 | ||||||
| 2025-07-17 | 13F | 城市控股公司 | 10,355 | -3.79 | 536 | -16.64 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 31 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 5,446,371 | -21.78 | 282,176 | -32.22 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 39,000 | -35.64 | 2,021 | -44.25 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 13,500 | -3.57 | 766 | -9.04 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 77,433 | 2.71 | 4,012 | -11.01 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 77,792 | -4.62 | 4,030 | -17.35 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 54,109 | 24.64 | 2,803 | 8.02 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 362,600 | 18,786 | |||||
| 2025-08-14 | 13F | 瑞银集团 | 5,145,929 | -2.31 | 266,611 | -15.35 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 8,342 | 0.20 | 409 | -13.56 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,223,341 | 0.00 | 115,191 | -13.35 | ||||
| 2025-06-30 | NP | COWZ - Pacer 美国现金牛 100 ETF | 3,188,972 | 2,324.08 | 180,942 | 2,160.08 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 10,082 | 3.17 | 522 | -10.62 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 36,752 | -6.54 | 1,904 | -19.01 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 183,800 | -1.08 | 9,523 | -14.28 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 33,412 | 2.29 | 1,731 | -11.37 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 10,996 | -0.61 | 570 | -13.92 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 347,798 | -2.20 | 18,019 | -15.26 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 17,818 | 6.68 | 923 | -7.52 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 225,858 | -5.58 | 11,702 | -18.19 | ||||
| 2025-05-27 | NP | 三洲公司 | 112,268 | 33.42 | 6,713 | 25.08 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 327,322 | -19.24 | 16,959 | -30.02 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 28,059 | -1.32 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 13,584 | 15.35 | 1 | |||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 22,670 | -2.44 | 1,175 | -15.48 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 4,500 | -2.17 | 233 | -15.27 | ||||
| 2025-08-07 | 13F | DJE 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 25,675 | -5.18 | 1,330 | -17.91 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 83,659 | 0.83 | 4,334 | -12.62 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 8,091 | 0.00 | 419 | -13.25 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 11 | -8.33 | 1 | |||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,214 | -52.19 | 63 | |||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 43,534 | 7.16 | 2,362 | -4.06 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,490 | 2.19 | 77 | -11.49 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 6,246 | -29.55 | 0 | |||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,302 | 87.89 | 3,176 | 62.87 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 17,512 | 17.13 | 907 | 1.57 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 17,113 | -1.26 | 971 | -6.91 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 9,405 | 1.48 | 488 | -9.48 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 11,579 | 16.96 | 628 | 4.67 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,345 | 3.37 | 173 | -10.36 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 8,009 | -4.26 | 415 | -17.20 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -623 | -32 | |||||
| 2025-06-27 | NP | HAMVX - 港湾中盘价值基金机构级 | 34,200 | 0.00 | 1,941 | -5.64 | ||||
| 2025-03-21 | 13F | 前列腺集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 53,209 | 4.91 | 2,887 | -6.08 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 16,112 | -18.40 | 835 | -33.76 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 23,235 | 1,318 | ||||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 3,128 | 1.62 | 162 | -11.96 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 20,653 | 0.32 | 1,070 | -13.01 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 12,050 | -13.67 | 725 | -26.35 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,175 | 0.00 | 61 | -14.29 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 928 | 53 | ||||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 8,001 | 1.70 | 415 | -11.91 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 1,805 | -6.09 | 94 | -18.42 | ||||
| 2025-04-25 | NP | VBCVX - 系统价值基金 | 13,737 | -0.26 | 833 | -8.77 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 84,787 | 5.25 | 4,601 | -5.80 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 37,561 | 5.96 | 2,038 | -5.12 | ||||
| 2025-08-01 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 28,000 | 0.00 | 1,451 | -13.38 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 842 | -43.83 | 44 | -51.69 | ||||
| 2025-05-14 | 13F | 斯坦斯伯里资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 242,600 | 45.82 | 13,153 | 32.14 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 45 | 0.00 | 3 | 0.00 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 26,865 | -10.36 | 1,524 | -15.43 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 8,000 | 0.00 | 414 | -13.39 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 55,928 | 26.91 | 2,898 | 9.98 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 7,316 | -3.23 | 464 | 2.43 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 8,812 | -5.39 | 457 | -17.99 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,221 | -5.53 | 115 | -17.86 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 13,101 | 130.08 | 679 | 99.41 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 1,293 | -9.20 | 67 | -22.35 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 5,559 | 0.00 | 288 | -13.25 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -652,292 | 521.22 | -33,795 | 438.31 | |||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 155 | 1.31 | 8 | -11.11 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 11,567 | -6.24 | 599 | -18.72 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 4,405 | -26.03 | 228 | -35.96 | ||||
| 2025-05-29 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 9,943 | -10.27 | 594 | -15.86 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,000 | 0.00 | 52 | -13.56 | ||||
| 2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 3,000 | 0.00 | 155 | -13.41 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 1,276,112 | -20.86 | 66,115 | -31.42 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 34,325 | -5.10 | 1,778 | -17.76 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 80 | -75.38 | 414 | -78.69 | |||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 1,980 | 125.00 | 103 | 96.15 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 8,363 | 10.42 | 433 | -4.20 | ||||
| 2025-08-07 | 13F | 第1620章 | 103 | -28.97 | 5 | -37.50 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 52,886 | 15.30 | 2,740 | -0.07 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 5,380 | 279 | ||||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 372 | 226 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,810 | 8.85 | 247 | 2.50 | ||||
| 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 | 18,607 | 13.48 | 1,010 | 1.61 | ||||
| 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 | 73,628 | 3.74 | 4,178 | -2.13 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 6,154 | -0.18 | 319 | -13.59 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 7,211 | 0.10 | 374 | -13.26 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 2,544 | -95.70 | 144 | -95.95 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,218,310 | 0.04 | 69,127 | -5.62 | ||||
| 2025-04-23 | NP | Voya 全球股票股息及溢价机会基金 | 45,721 | 8.51 | 2,772 | -0.72 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 2,524 | 40.30 | 131 | 21.50 | ||||
| 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 | 19,730 | 0.00 | 1,022 | -13.32 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 77,189 | 12.98 | 3,999 | -2.08 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 39,632 | -5.21 | 2,053 | -17.85 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 3,624 | 2.00 | 188 | -11.79 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 91,486 | 0.00 | 4,740 | -13.35 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 367 | 0.82 | 19 | -9.52 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 97,759 | 10.25 | 5,065 | -4.47 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 624 | 32 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 81,714 | -1.15 | 4,235 | -14.32 | ||||
| 2025-07-18 | 13F | 联合银行 | 5,500 | 0.00 | 285 | -13.41 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 4,489 | 233 | ||||||
| 2025-08-06 | 13F | 佳能金融策略师有限公司 | 8,818 | 0.00 | 457 | -13.47 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 8,664 | 0.00 | 449 | -13.51 | ||||
| 2025-07-07 | 13F | 西联银行 | 75,061 | 6.55 | 3,889 | -7.69 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 136 | 28.30 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 145,609 | -40.65 | 7,544 | -48.58 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 264,300 | 33.82 | 13,693 | 15.96 | |||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 2,846 | 1,810.07 | 147 | -13.53 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 5,717 | 6.01 | 296 | -8.07 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 253 | -6.30 | 13 | -18.75 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,080 | 393.15 | 59 | 346.15 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 3,525,969 | -6.07 | 183 | -18.75 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 8,300 | 85.60 | 430 | 61.05 | ||||
| 2025-04-23 | NP | Voya 全球优势及优质机会基金 | 14,936 | 8.18 | 905 | -0.98 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -1,848 | -96 | |||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 1,788 | 0.00 | 93 | -13.21 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 592 | 0.00 | 26 | 0.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 120,012 | -3.61 | 6,218 | -16.48 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 22,169 | -18.62 | 1,203 | -27.20 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 252,891 | -4.90 | 13,102 | -17.59 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 9,444 | 0.00 | 489 | -13.30 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 167,001 | -70.16 | 9 | -75.76 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 12,126 | -96.12 | 725 | -96.36 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 7,083 | 367 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 31,900 | -53.97 | 1,653 | -60.13 | |||
| 2025-05-12 | 13F | 普罗维登斯第一信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 191,697 | -14.56 | 9,932 | -25.97 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 4,724 | 0.00 | 245 | -5.06 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 96,054 | -8.73 | 4,977 | -20.92 | ||||
| 2025-08-08 | 13F | 托巴姆 | 113,302 | 0.15 | 6 | -16.67 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 26,781 | 909.46 | 1,388 | 777.85 | ||||
| 2025-05-27 | NP | GVEYX - 机构价值股票基金 | 46,871 | -60.08 | 2,802 | -62.58 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 127,576 | -0.53 | 6,922 | -10.96 | ||||
| 2025-04-23 | 13F | 史蒂芬森国家银行和信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 重要财富合作伙伴有限责任公司 | 13,580 | 17.27 | 704 | 1.59 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 14,000 | 0.00 | 726 | -13.28 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 14,000 | 0.00 | 726 | -13.28 | |||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 2,500 | -33.86 | 136 | -41.05 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 38,400 | 0.81 | 1,990 | -12.65 | ||||
| 2025-04-10 | 13F | 退休计划小组 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 6,510 | -0.06 | 337 | -13.37 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 11,731 | 0.26 | 608 | -13.16 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 64,500 | 0.00 | 3,342 | -13.36 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 4,874 | -5.52 | 253 | -18.18 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 521,875 | -1.29 | 27,038 | -14.47 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 4,178 | -1.44 | 216 | -14.62 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 3,457 | 0.00 | 179 | -13.11 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 568 | 0.00 | 29 | -12.12 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 1,415 | -7.40 | 73 | -19.78 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 10,675 | -9.83 | 553 | -21.78 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 21,800 | -69.64 | 0 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 893 | 6.44 | 48 | -4.00 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 97 | 0.00 | 5 | 0.00 | ||||
| 2025-05-09 | 13F | 达美累积有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 73 | 4 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 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 | 445 | 50.85 | 25 | 47.06 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 36,179 | 1,874 | ||||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 81,296 | -0.41 | 4,212 | -13.71 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 63 | 3 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 429 | -6.33 | 24 | -11.11 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 6,763 | 10.71 | 350 | -4.11 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,851 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 7,601 | -1.80 | 394 | -14.94 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 88,452 | -6.84 | 4,583 | -19.29 | ||||
| 2025-05-15 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 24,977 | -25.51 | 1,294 | -43.00 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 11,346 | 391.38 | 644 | 365.94 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,760 | -7.12 | 91 | -19.47 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 293,479 | 0.22 | 15,205 | -13.15 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,412 | 6.09 | 73 | -7.59 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 23 | 0.00 | 1 | 0.00 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 5,204 | 19.58 | 270 | 3.46 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 31,384 | 1.34 | 1,626 | -12.16 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 898 | -4.57 | 47 | -17.86 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,594 | 0.00 | 186 | -13.08 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 22,372 | -20.82 | 1,269 | -25.31 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 617,117 | 4.90 | 31,973 | -9.10 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 8,307 | 13.07 | 430 | -2.05 | ||||
| 2025-07-16 | 13F | 百利宫资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 9,453 | 4.04 | 490 | -9.94 | ||||
| 2025-07-25 | NP | SCHD - 嘉信美国股息股票 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 | 15,861,805 | 860,662 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,879 | 201 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 消费品副总裁 | 3,518 | -13.88 | 182 | -25.41 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 90,653 | -0.67 | 4,697 | -13.93 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 50,540 | -2.81 | 2,618 | -15.79 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 4,382 | 0.69 | 227 | -12.69 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 23,246 | 5.98 | 1,204 | -2.59 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 64,074 | 6.07 | 3 | 0.00 | ||||
| 2025-05-16 | 13F | 永星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 98,561 | 11.04 | 5,348 | -0.61 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 49,718 | -1.59 | 2,698 | -11.92 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 195,942 | 19.67 | 10,152 | 3.69 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 33,467 | 22.03 | 1,734 | 5.74 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 2,335 | 0.00 | 114 | -17.99 | ||||
| 2025-07-09 | 13F | Epiq 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 达美累积有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | 美国国家银行 | 1,780 | -34.97 | 92 | -43.56 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 784,234 | 2.38 | 40,631 | -11.28 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 6,940 | -1.70 | 360 | -14.93 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 28,218 | -14.20 | 1,601 | -19.02 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 768 | 0.00 | 40 | -13.33 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 宝利资本管理（香港）有限公司 | 5,707 | 296 | ||||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 2,061 | 25.06 | 104 | 6.12 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 4,348 | -1.67 | 225 | -14.77 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 19,430 | 12.68 | 1,012 | -2.13 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,826 | -9.42 | 95 | -21.67 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 205,858 | -31.56 | 10,666 | -40.69 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 250 | 0.00 | 13 | -14.29 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 55,793 | 0.00 | 2,891 | -13.34 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,732 | 0.42 | 245 | -12.81 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 6,842 | -10.84 | 354 | -22.71 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 8,747 | -89.25 | 453 | -90.69 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 38,145 | 4.80 | 1,976 | -9.19 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,235 | -1.84 | 827 | -12.13 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 77 | 0.00 | 4 | -25.00 | ||||
| 2025-07-28 | 13F | 交换资本合作伙伴有限责任公司 | 919 | 277 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 50,624 | 2.75 | 2,625 | -9.86 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 886,354 | 0.71 | 45,922 | -12.73 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 104,338 | -66.59 | 5,406 | -71.06 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 300 | 0.00 | 16 | -11.76 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 9,881 | -85.64 | 591 | -86.55 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 4,556 | -83.06 | 236 | -85.32 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 14,376 | -1.71 | 745 | -11.11 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 462 | -5.52 | 24 | -20.69 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 14,050 | 43.37 | 728 | 24.27 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,587 | 0.00 | 82 | -12.77 | ||||
| 2025-04-30 | 13F | 正确资本财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 108,183 | -0.15 | 5,605 | -13.49 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 16,400 | -1.80 | 850 | -14.93 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 68,277 | 3,874 | ||||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 201,562 | 2.22 | 10,443 | -11.43 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 126,523 | 37.57 | 6,555 | 19.20 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,829 | 0.00 | 92 | -15.60 | ||||
| 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 | 180,374 | 0.05 | 10,234 | -5.61 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 320 | 451.72 | 17 | 433.33 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 1,080 | 19.87 | 65 | 12.28 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 232,361 | -1.66 | 12,039 | -14.79 | ||||
| 2025-05-14 | 13F | Mission Creek 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 4,312 | -48.44 | 223 | -61.88 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 196,812 | -0.48 | 10,197 | -13.77 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 27,059 | -11.50 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 45,000 | -8.16 | 2,331 | -20.42 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,624,554 | -8.79 | 84,168 | -20.96 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 14,300 | 741 | |||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 17,263 | 17.80 | 894 | 2.17 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 42,656 | -7.40 | 2,210 | -19.75 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 17,581 | -27.99 | 954 | -35.61 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 25,165 | 25.37 | 1,304 | 8.58 | ||||
| 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 | 82,306 | 12.57 | 4,670 | 6.21 | ||||
| 2025-05-28 | NP | 伊顿万斯税务管理买卖机会基金 | 13,538 | -48.55 | 809 | -51.76 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 692 | 0.00 | 36 | -14.63 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 18,593 | -1.64 | 1,009 | -11.97 | ||||
| 2025-05-21 | NP | MBOVX - M 大盘价值基金 | 8,700 | 4.82 | 520 | -1.70 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 80,431 | 2.64 | 4,167 | -11.06 | ||||
| 2025-05-13 | NP | CLFFX - Clifford Capital Partners 基金投资者类别 | 49,700 | 1.02 | 2,972 | -5.29 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 328 | -28.85 | 17 | -40.74 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 9,052 | 0.04 | 469 | -9.65 | ||||
| 2025-07-29 | 13F | 自由广场财富合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 37,700 | 57.08 | 1,953 | 36.19 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 494,963 | 49.32 | 25,644 | 29.40 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 9,133 | -1.79 | 473 | -14.77 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 23,627 | 1.89 | 1,341 | -3.87 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 10,995 | 8.54 | 1 | |||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 151,396 | -17.68 | 7,844 | -28.67 | ||||
| 2025-08-14 | 13F | 华莱士资本管理公司 | 6,900 | -30.30 | 357 | -39.59 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 622 | 28.51 | 32 | 14.29 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,422 | 7.46 | 457 | -4.00 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 6,210 | 26.22 | 322 | 9.18 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 13,700 | 0.74 | 710 | -12.79 | |||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 19,634 | 0.51 | 1,017 | -12.85 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,025,043 | -9.83 | 52,349 | -22.98 | ||||
| 2025-08-26 | NP | JMVSX - 摩根大通中型价值基金 I 类 | 2,323,327 | -19.46 | 120,372 | -30.21 | ||||
| 2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 251,925 | 0.58 | 14,294 | -5.11 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 3,800 | 0.00 | 216 | -12.60 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 6,145 | 56.32 | 318 | 35.32 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 777,702 | 1.85 | 40,293 | -10.73 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 246,091 | -0.85 | 12,750 | -14.08 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 913 | -35.43 | 50 | -42.35 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 499,729 | 0.00 | 28,355 | -5.65 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 114,200 | 441.23 | 5,917 | 369.15 | |||
| 2025-08-05 | 13F | TSFG有限公司 | 1,620 | 0.50 | 0 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 357,700 | 4,606.58 | 18,532 | 3,981.94 | |||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,468 | 14.87 | 283 | -0.35 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -1,191 | -62 | |||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 73 | 12.31 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 299,955 | -8.57 | 16 | -21.05 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 36,900 | 2.38 | 1,912 | -11.28 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,362 | -1.67 | 1,573 | -14.79 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 77,133 | 43.80 | 4,377 | 35.69 | ||||
| 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 | 52,082 | -5.77 | 2,698 | -18.34 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,672,611 | -0.04 | 345,708 | -13.38 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 7,150 | -1.38 | 370 | -14.55 | ||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 577 | 0.00 | 30 | -14.71 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 20,509 | 10.12 | 1,063 | -4.58 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 12,775 | 0.00 | 662 | -13.37 | ||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 9,576 | -12.01 | 496 | -23.69 | ||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 46,074 | -4.81 | 2,387 | -17.49 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 35,176 | 16.15 | 1,822 | 0.66 | ||||
| 2025-05-08 | 13F | 奋进私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 419 | 0.00 | 24 | -8.00 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 90,897 | 0.01 | 4,709 | -13.34 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 113,443 | 0.00 | 6,437 | -5.66 | ||||
| 2025-05-28 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,990 | 1,438.08 | 2,391 | 1,145.31 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 636 | -40.62 | 33 | -50.00 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 1,374 | 0.00 | 71 | -13.41 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 9,491 | -6.14 | 487 | -19.37 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 5,729 | 0.00 | 297 | -13.45 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 63,895 | 5.94 | 3,625 | -0.06 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 20,780 | -72.16 | 1,077 | -75.89 | ||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 70,906 | 12.12 | 3,674 | -2.86 | ||||
| 2025-08-14 | 13F | 南岸银行 | 24,823 | 0.00 | 1,286 | -13.34 | ||||
| 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 | 553,967 | 2.04 | 30,058 | -8.66 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 6,232 | 0.00 | 323 | -13.44 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 7,803 | 17.66 | 404 | 2.02 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 63,577 | -1.91 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 28,589 | -2.09 | 1,481 | -15.13 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 22,049 | 7.90 | 1,142 | -6.47 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 2,282 | -6.17 | 118 | -18.62 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 4,768 | 247 | ||||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 500 | 0.00 | 26 | -13.79 | ||||
| 2025-03-18 | 13F | 普通养老金协会 PZU 股份公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 2,061 | -20.97 | 107 | -31.61 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 360,269 | 3.81 | 20,442 | -2.06 | ||||
| 2025-05-29 | NP | ALVIX - 大型公司价值基金投资者类别 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 | 501,925 | -60.60 | 30,010 | -63.06 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 43,411 | -11.92 | 2,249 | -23.66 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 14,884 | -10.28 | 771 | -22.20 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 639,093 | 3.23 | 33,111 | -10.55 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 19,360 | 0.00 | 1,158 | 0.00 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 6,968 | 5.51 | 361 | -8.38 | ||||
| 2025-04-01 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 54,890 | 2.27 | 3,301 | -9.56 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 29,629 | -5.51 | 1,772 | -11.41 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 12,849 | 25.12 | 697 | 12.06 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 291,844 | 5.52 | 15,120 | -8.56 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 5,464 | -0.04 | 283 | -13.19 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 22,475 | -3.69 | 1,164 | -16.56 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 4,244 | 3.24 | 220 | -10.61 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 386,698 | 9.33 | 20 | -4.76 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 2,732 | 0.00 | 142 | -13.50 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 9,927 | 183.79 | 508 | 151.49 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 3,120 | 0.00 | 162 | -13.44 | ||||
| 2025-08-14 | 13F | 采石场LP | 598 | -82.87 | 31 | -85.58 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,011 | 8.01 | 55 | -3.57 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 5,468 | -15.55 | 283 | -26.87 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 8,300,309 | 15.89 | 430,039 | 0.43 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 342 | 0.29 | 18 | -15.00 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 25,695 | -2.12 | 1,331 | -15.17 | ||||
| 2025-08-14 | 13F | 安盛公司 | 329,443 | -69.20 | 17,068 | -73.31 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 131,477 | 4.99 | 6,812 | -9.03 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 206,704 | 163.85 | 11,728 | 120.12 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 5,160 | -0.48 | 267 | -13.87 | ||||
| 2025-05-13 | 13F | 灯塔普安特顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 88,512 | 41.88 | 4,586 | 22.96 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 55,578 | -4.98 | 2,879 | -17.67 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,678 | -3.01 | 87 | -16.50 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 65,118 | 4.08 | 3,374 | -9.81 | ||||
| 2025-07-29 | NP | VCSAX - 先锋消费必需品指数基金 Admiral Shares | 1,772,404 | 4.44 | 96,171 | -6.52 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 24,279 | -2.25 | 1,258 | -15.35 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 4,685 | -2.09 | 243 | -15.38 | ||||
| 2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 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 | 164,213 | 114.61 | 8,508 | 85.95 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 7,787 | -1.64 | 442 | -7.35 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 48 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 55,884 | 2,895 | ||||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 12,400 | 0.00 | 642 | -13.36 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 17,419 | -21.72 | 902 | -32.18 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 23,473 | 6.71 | 1,216 | 1.93 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 18,978 | 8.83 | 983 | -5.66 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 26,245 | 0.00 | 1,489 | -5.64 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 305,431 | 19.13 | 17,330 | 12.40 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 110 | 0.00 | 6 | -16.67 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 70,506 | -3.63 | 3,653 | -16.51 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 9,279,717 | -15.20 | 480,782 | -26.52 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -70,204 | 89.71 | -3,637 | 64.42 | |||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 13,140 | 0.00 | 746 | -5.70 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 200 | 0.00 | 10 | -9.09 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 1,412 | -21.51 | 73 | -35.40 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 4,410 | 0.00 | 228 | -13.31 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 6,336 | -4.35 | 328 | -17.17 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 65,097 | 53.69 | 3,188 | 25.91 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 5,297 | -4.13 | 0 | |||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 6,475 | 335 | ||||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 8,734 | 0 | ||||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 140,726 | 13.88 | 7,291 | -1.31 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 110,043 | -0.36 | 5,701 | -13.66 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 81 | -13.83 | 5 | -20.00 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 31,277 | 11.16 | 1,620 | -3.69 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 12,197 | 616 | ||||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 6,558 | 331 | ||||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 4,056 | -0.52 | 210 | -18.92 | ||||
| 2025-08-13 | 13F | 法国集团 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 5,136 | -2.39 | 266 | -15.29 | ||||
| 2025-06-25 | NP | FXG - First Trust 必需消费品 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 | 120,626 | 3.39 | 6,844 | -2.45 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 14,094 | -3.05 | 730 | -16.00 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 3,094 | -14.70 | 176 | -19.72 | ||||
| 2025-05-09 | 13F | 大西洋私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 2,340 | -38.87 | 121 | -46.93 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 6,863 | -0.80 | 356 | -14.04 | ||||
| 2025-06-24 | NP | MCMVX - 莫农加希拉全市值基金 | 12,000 | 4.35 | 681 | -1.59 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 228,889 | 0.25 | 11,600 | -14.04 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -31,961 | 39.46 | -1,656 | 20.80 | |||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 16 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Bcm 顾问有限公司 | 48,742 | -0.93 | 2,438 | -10.60 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 100 | 0.00 | 5 | -16.67 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,233,007 | 3.96 | 63,882 | -9.92 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,684 | 1.45 | 1,003 | -4.29 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 7,017 | 364 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 874,915 | 1.71 | 45,329 | -11.86 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -2,054 | -106 | |||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 7,599 | 13.11 | 431 | 6.68 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 12,228 | -12.26 | 634 | -24.01 | ||||
| 2025-06-30 | 13F/A | 德意志银行\ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 204 | 0.00 | 11 | -16.67 | ||||
| 2025-04-30 | 13F | 价值观第一顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 58,415 | 294.54 | 3,026 | 241.92 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 6,926 | -2.18 | 359 | -15.37 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 5,908 | -13.99 | 306 | -25.37 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 965,814 | 8.55 | 52,405 | -2.84 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 17,859 | -14.31 | 925 | -25.76 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 10,380 | 12.37 | 538 | -2.72 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 6,089 | 16.42 | 315 | 0.96 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 59,920 | -39.73 | 3,251 | -46.05 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 4,231 | 219 | ||||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 8,560 | -11.10 | 443 | -22.96 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 6,751 | -38.62 | 350 | -46.88 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 758,693 | 11.42 | 39,308 | -3.45 | ||||
| 2025-08-13 | 13F | 咨询财富管理公司 | 80 | 0.00 | 4 | 0.00 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 43,580 | -0.97 | 2,473 | -6.58 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 2,508 | -3.17 | 130 | |||||
| 2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 306,292 | -2.86 | 16,619 | -13.05 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 52,951 | -0.48 | 3 | -33.33 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 175,818 | -2.16 | 9,109 | -15.22 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 1,846 | -0.70 | 100 | -10.71 | ||||
| 2025-04-18 | 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 | 1,563 | 0.00 | 95 | -8.74 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 260,568 | 80.53 | 13,500 | 56.45 | ||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 8,927 | 0.03 | 463 | -13.32 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 2,484 | -6.05 | 129 | -18.99 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 309,638 | 16,042 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 100,000 | 5,181 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 100,000 | 5,181 | |||||
| 2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 17,184 | -2.88 | 890 | -15.80 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 237 | 1.28 | 0 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,147,916 | -32.82 | 111,284 | -41.79 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 753,702 | 64.67 | 39,049 | 42.69 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 27,160 | 0.00 | 1,407 | -13.31 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 31,148 | -15.41 | 1,690 | -24.28 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 78,481 | -1.53 | 4,066 | -14.67 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | Call | 200 | 0.00 | 10 | -9.09 | |||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 357,833 | -61.21 | 19,416 | -65.28 | ||||
| 2025-05-29 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 3,768 | -2.13 | 225 | -8.16 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 136 | -88.67 | 80 | -13.04 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 14,576 | -2.94 | 755 | -15.83 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 2,186 | -2.84 | 113 | -15.67 | ||||
| 2025-08-12 | 13F | 阿达塔资本管理有限责任公司 | 2,000 | 0.00 | 104 | -13.45 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 42,457 | -3.30 | 2,304 | -13.45 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 36,605 | 0.04 | 1,897 | -13.31 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 148 | 19.35 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 142,281 | -79.29 | 7,372 | -82.06 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 5,927 | 0.00 | 307 | -13.28 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 11,030 | -6.83 | 571 | -19.24 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 4,555 | 258 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 44,466 | 4.54 | 2,304 | -9.44 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 118,493 | -2.23 | 6,139 | -15.28 | ||||
| 2025-08-13 | 13F | 德布洛集团公司 | 11,800 | 0.00 | 611 | -13.33 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,407 | -35.19 | 125 | -44.14 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 52,414 | -0.23 | 2,716 | -13.56 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 34,224 | 8.00 | 1,773 | -6.39 | ||||
| 2025-08-11 | 13F | LCNB公司 | 8,166 | -3.69 | 423 | -16.40 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,605 | 5.39 | 2,190 | -0.54 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 177,920 | 2.85 | 9 | -10.00 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 355,165 | -2.56 | 18,400 | -15.56 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 3,996,694 | 0.36 | 207,069 | -13.04 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 117,872 | -1.71 | 6,107 | -14.84 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 27,144 | 2.36 | 1,406 | -11.29 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 972 | 2.75 | 58 | -3.33 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 59 | 3 | ||||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 11,031 | 0.00 | 572 | -13.35 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 341,560 | -4.08 | 17,696 | -16.88 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 28,086 | -11.67 | 1,455 | -23.46 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-03-26 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -54,393 | -3,271 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,606 | -2.40 | 7,638 | -7.92 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 83,213 | 3.21 | 4,311 | -10.56 | ||||
| 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 | 1,864,178 | 5.82 | 105,773 | -0.16 | ||||
| 2025-05-13 | 13F | 蒸馏资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,963 | 1.34 | 102 | -12.17 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 300 | 0.00 | 0 | |||||
| 2025-05-20 | 13F | 伊尔马里宁互助养老金保险公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 146,106 | -0.77 | 7,570 | -14.02 | ||||
| 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 | 317,409 | 0.17 | 17,223 | -10.34 | ||||
| 2025-06-10 | 13F | Birchbrook公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 31,265 | 1,620 | ||||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 20,417 | 1,048.96 | 1,058 | 706.87 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,428 | 74 | ||||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 17,917 | -2.50 | 928 | -15.48 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 1,004 | 0.00 | 60 | -6.25 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 77,801 | 6.94 | 4,031 | -7.34 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 2,797 | 22.57 | 152 | 9.42 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 142 | 0.00 | 7 | -12.50 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BDVG - iMGP 伯克希尔股息增长 ETF | 1,595 | -6.45 | 83 | -18.81 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 93,215 | -3.96 | 5,289 | -9.39 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 5,303 | 17.58 | 275 | 1.86 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 5,150 | 8.74 | 267 | -6.01 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 132,537 | -1.28 | 6,867 | -14.46 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 4,245 | 4.48 | 220 | -9.50 | ||||
| 2025-07-25 | NP | BMSFX - MFS 混合研究中型股票基金 A | 393,371 | 29.21 | 21,344 | 15.65 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 4,044 | -1.46 | 209 | -14.69 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 37,851 | 1,961 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 68,908 | -64.07 | 3,570 | -68.86 | ||||
| 2025-05-27 | NP | NOIEX - 北方收入股票基金 | 13,260 | 9.66 | 793 | 2.72 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 52,433 | -19.13 | 2,717 | -29.93 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 6,286,019 | -12.34 | 325,691 | -24.04 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 1,100 | 0.00 | 57 | -13.85 | |||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 18,699 | 0.00 | 1,061 | -5.69 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 4,300 | -1.76 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 94,400 | 0.00 | 4,891 | -13.36 | ||||
| 2025-05-15 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | 卡雷特资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | 赖斯合伙有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 28,300 | -92.04 | 1,466 | -93.53 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 681,637 | -4.91 | 36,986 | -14.89 | ||||
| 2025-07-07 | 13F | 信托公司 | 6,748 | 13.99 | 350 | -1.13 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,884 | -39.21 | 102 | -45.45 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,759 | 6.26 | 2,474 | -7.93 | ||||
| 2025-05-05 | 13F | 恩瓦姆有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-05 | NP | GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票 | 78,840 | -30.45 | 4,473 | -34.37 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 61,444 | 7.69 | 3,183 | -6.68 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 6,386 | 0.00 | 331 | -13.39 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 44 | 37.50 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 5 | 0.00 | 0 | |||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 16,037 | 51.85 | 910 | 43.15 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 166 | -8.79 | 9 | -20.00 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 6,647 | -21.86 | 344 | -32.28 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 205,313 | -41.51 | 10,637 | -49.33 | ||||
| 2025-06-05 | NP | RESGX - 负责任的 ESG 美国股票投资组合 | 5,830 | -22.28 | 331 | -26.83 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 2,069 | 15.39 | 117 | 9.35 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 125,186 | -11.78 | 6,486 | -23.56 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 8,347 | -5.75 | 432 | -18.34 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 2,250 | 825.93 | 117 | 728.57 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 12,137 | -4.71 | 629 | -17.48 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 211 | 67.46 | 11 | 42.86 | ||||
| 2025-03-27 | NP | CBLS - Clough 对冲股票 ETF | Short | -3,267 | -196 | |||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 1,605,924 | 2.26 | 91,120 | -3.52 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 790 | 0.00 | 41 | -14.89 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,576 | 90.00 | 341 | 65.05 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 9,254 | -1.78 | 479 | -14.92 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 110 | 0.00 | 6 | -16.67 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,330 | -8.97 | 72 | -18.18 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 60,384 | 3,128 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 35,560 | -0.47 | 2,018 | -6.10 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 48,390 | 0.00 | 2,507 | -13.34 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 38,238 | 0.00 | 2,075 | -10.49 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 5,981 | 310 | ||||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 资产标记公司 | 643,491 | 12.14 | 33,339 | -2.83 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 21 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | XLP - 必需消费品精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,462,317 | -2.38 | 283,003 | -15.41 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 13,582 | -27.32 | 704 | -37.06 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 84,495 | -0.20 | 4,378 | -13.53 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 7,038 | 62.62 | 365 | 41.09 | ||||
| 2025-05-23 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 6,014 | -3.84 | 326 | -13.98 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 3,928 | 15.73 | 204 | 0.50 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 19,549 | 5.52 | 1,061 | -5.61 | ||||
| 2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 1,568 | -2.97 | 94 | -13.76 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 334 | 0.00 | 17 | -10.53 | ||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 8,126 | 421 | ||||||
| 2025-05-13 | 13F | LGT基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 彭定康公司/TN | 9,629 | -1.03 | 499 | -14.29 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 427 | -0.93 | 26 | -13.79 | ||||
| 2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | EQNAX - MFS 股票收益基金 A | 72,710 | 0.00 | 4,126 | -5.65 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 117,505 | -0.80 | 6,088 | -14.05 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 288 | -2.04 | 15 | -17.65 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 7,549 | -12.43 | 391 | -24.08 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 3,978 | -0.92 | 206 | -14.17 | ||||
| 2025-07-16 | 13F | 利特尔约翰金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 4,461 | 0.00 | 231 | -13.16 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 5,166 | -18.54 | 268 | -29.55 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 95,033 | 0.00 | 5,392 | -5.65 | ||||
| 2025-05-29 | NP | 美国基金保险系列 - 增长收益基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 315,000 | 0.00 | 18,834 | -6.24 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 8,412 | -0.61 | 436 | -14.03 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 4,241 | -1.44 | 220 | -14.79 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 17,156 | -28.20 | 889 | -37.82 | ||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 10,168 | 0.00 | 527 | -13.34 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 10,319 | -32.63 | 535 | -41.64 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 134,278 | 840.92 | 6,957 | 715.47 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 5,150 | 267 | ||||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 7,794 | -2.50 | 404 | -15.51 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 12,665 | 71.68 | 656 | 48.75 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 6,597 | -25.22 | 0 | |||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 35,852 | -1.02 | 1,857 | -14.23 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,773 | 0.80 | 92 | -13.33 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 3,621 | 0.00 | 188 | -13.43 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 48,831 | -72.71 | 2,530 | -76.36 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 607 | -4.11 | 31 | -16.22 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 5,094 | -0.49 | 264 | -14.05 | ||||
| 2025-04-17 | 13F | 访问金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 荷兰集团 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 塔桥顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 702 | 93.39 | 36 | 71.43 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 12,991 | 14.69 | 673 | -0.59 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 793 | 26.07 | 45 | 18.92 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 6,995 | 2.48 | 362 | -11.27 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 9,406 | -6.45 | 487 | -18.97 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 5,197 | 4.42 | 269 | -9.43 | ||||
| 2025-07-22 | 13F | 衡量风险投资组合有限公司 | 32,000 | 8.62 | 1,658 | -5.91 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 225 | 6.13 | 13 | 0.00 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 713 | -47.53 | 37 | -55.56 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 163,418 | 1.13 | 9,272 | -4.59 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 16,803 | -6.96 | 871 | -19.37 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 1,508 | 180.82 | 78 | 143.75 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 5,838 | 10.25 | 302 | 2.37 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 28,726 | 12.34 | 1,488 | -2.62 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 5,463 | 24.22 | 283 | 8.02 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 120,082 | -0.34 | 6,221 | -13.65 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 21,801 | 4.81 | 1,303 | -1.73 | ||||
| 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 | 293,041 | 0.00 | 16,627 | -5.65 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 1,585 | 0.00 | 82 | -12.77 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 100 | 6 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 144,700 | 106.42 | 7,497 | 78.86 | |||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,330 | 4.23 | 75 | -1.32 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 199,000 | 129.53 | 10,310 | 98.92 | |||
| 2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 3,192,873 | 0.00 | 181,164 | -5.65 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 280,895 | -73.20 | 14,550 | -76.78 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 25,659 | -17.90 | 1,329 | -28.85 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 6,083 | 18.42 | 315 | 2.61 | ||||
| 2025-07-15 | 13F/A | 北极星资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,382 | -22.71 | 72 | -33.02 | ||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 89,595 | -2.86 | 4,642 | -15.83 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 39,289 | -5.43 | 2,036 | -18.04 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 1,976 | 316.00 | 102 | 264.29 | ||||
| 2025-05-28 | 13F | 埃尔斯沃斯顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | SCORX - Sextant 核心基金 | 3,800 | 0.00 | 206 | -10.43 | ||||
| 2025-05-06 | 13F | 尼尔森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 首都国际有限公司 | 25,224 | -8.50 | 1,307 | -20.75 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 4,779 | 23.78 | 248 | 7.39 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 394 | 7.07 | 20 | -9.09 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 13,845 | -5.46 | 717 | -18.06 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 478,207 | 5,081.01 | 9 | -98.37 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 158 | 0.00 | 11 | 10.00 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 72 | 0.00 | 4 | -25.00 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 94,089 | -73.75 | 4,875 | -77.26 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 3,400 | 0.00 | 184 | -10.68 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 1,076,434 | -0.06 | 55,770 | -13.40 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 9,023 | 15.28 | 467 | 0.00 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 7,218 | -2.50 | 432 | -8.69 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 38,973 | -1.60 | 2,019 | -14.74 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 6,687 | -4.85 | 346 | -17.62 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 8,804 | 15.90 | 500 | 9.43 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 4,313 | -6.91 | 223 | -19.49 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 14,660 | 0.40 | 760 | -13.06 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 98 | 5 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 5 | -66.67 | 0 | |||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 1,600 | 0.00 | 83 | -13.68 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 4,953 | -0.14 | 257 | -13.51 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 241,610 | 7.27 | 13,709 | 1.20 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 13,796 | 25.28 | 715 | 8.51 | ||||
| 2025-08-13 | 13F | 第1832章 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 357 | 22.68 | 18 | 5.88 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 21,502 | 4.22 | 1,114 | -9.65 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 107,887 | 40.54 | 5,590 | 21.79 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 938,839 | 2.45 | 48,641 | -11.22 | ||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 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 | 98,440 | 3.14 | 5,585 | -2.68 | ||||
| 2025-07-09 | 13F | 旧共和国国际公司 | 289,200 | 0.00 | 15 | -17.65 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 1,619,943 | 6.54 | 83,929 | -7.68 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 2,770,511 | -64.61 | 157,199 | -66.61 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 13,089 | 678 | ||||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 43,163 | 25.51 | 2,236 | 8.75 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 29,472 | 66.56 | 1,527 | 35.28 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3,914 | -7.08 | 203 | -19.52 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 443,076 | -0.01 | 22,956 | -13.36 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 5,745 | 0.00 | 298 | -13.41 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 14,946 | 765 | ||||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 348,396 | -7.56 | 18,050 | -19.90 | ||||
| 2025-06-26 | NP | MFWTX - MFS 全球总回报基金 A | 107,404 | 6.64 | 6,094 | 0.61 | ||||
| 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 | 134,567 | 0.00 | 7,635 | -5.65 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 86,410 | 4.94 | 4,903 | -1.01 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型价值投资组合 | 95,756 | -0.93 | 4,961 | -14.15 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 383,877 | 22.61 | 20 | 5.56 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 6,447 | 78.59 | 334 | 55.35 | ||||
| 2025-04-15 | 13F | 信托金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | 克拉罗顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 35,495 | 4.54 | 1,839 | -9.41 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 8,252 | -26.30 | 428 | -36.17 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 808,457 | -6.31 | 41,886 | -18.81 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 417 | -22.49 | 22 | -34.37 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 1,002,834 | -4.91 | 51,957 | -17.60 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 4,605 | -0.86 | 0 | |||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 50,739 | -11.60 | 2,629 | -23.40 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 19,812 | -30.22 | 1,124 | -34.15 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 208,748 | -2.53 | 10,815 | -15.53 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 100 | 5 | ||||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 4,032 | 0.00 | 0 | |||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 16,995 | 0.00 | 922 | -10.49 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 9,193 | 2.36 | 499 | -8.46 | ||||
| 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 | 2,683 | -7.58 | 139 | -19.65 | ||||
| 2025-05-30 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 47,311 | -11.03 | 2,829 | -16.60 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 3,876 | 0.00 | 201 | -13.42 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 4,741 | 7.17 | 246 | -7.20 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 6,197 | 52.07 | 321 | 32.10 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 475 | -18.38 | 25 | -29.41 | ||||
| 2025-08-28 | NP | SIOAX - SIMT 多资产收益基金 F 级 | 20,018 | 0.00 | 1,037 | -13.29 | ||||
| 2025-08-08 | 13F | 王财富 | 12,534 | 0.00 | 1 | |||||
| 2025-06-26 | NP | LSVFX - LSV 全球管理波动性基金机构类别股票 | 1,300 | 0.00 | 74 | -6.41 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 23,933 | -0.83 | 1,240 | -14.08 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,224 | 0.81 | 167 | -12.57 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 7,023 | -1.27 | 364 | -14.59 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 33,468 | -9.33 | 1,899 | -14.47 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 23,691 | 239.70 | 1,227 | 194.95 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 30,928 | 68.70 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 864 | -10.37 | 45 | -22.81 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 19,609 | -9.67 | 1,016 | -21.74 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 3,498 | -21.00 | 0 | |||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 7,444 | 386 | ||||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 6,410 | -36.93 | 348 | -43.67 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 617 | -6.80 | 35 | -10.26 | ||||
| 2025-05-23 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 719 | 0.28 | 43 | -6.67 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 3,517 | -40.15 | 187 | -46.57 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 60,147 | 127.20 | 3,116 | 96.97 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 17,950 | 0.00 | 930 | -13.42 | ||||
| 2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 23,620 | 1.63 | 1,224 | -11.95 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 595,960 | 1.99 | 30,877 | -11.62 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 624,079 | 20.65 | 32,334 | 4.55 | ||||
| 2025-08-06 | 13F | Ar资产管理公司 | 56,000 | 0.00 | 3 | -33.33 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 7,785 | -1.09 | 422 | -11.53 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 119,608 | -1.21 | 6,490 | -11.58 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 81,187 | 0.00 | 4,206 | -13.35 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 283,643 | 19.83 | 14,696 | 3.84 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 7,475 | 0.00 | 387 | -13.23 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 43,095 | 0.47 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 25,912 | 0.00 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | 银叶资本合伙公司 | 3,947 | 0.00 | 205 | -13.56 | ||||
| 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 | 62,936 | -21.64 | 3,261 | -32.11 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 21,055 | 36.08 | 1,091 | 17.84 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 3,062 | 159 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 49,705 | 19.25 | 2,697 | 6.73 | ||||
| 2025-05-15 | 13F | Deerfield Management Company, Lp（C 轮） | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 4,850 | -18.51 | 251 | -29.30 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 330,108 | -1.56 | 17,103 | -14.70 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 8,511 | 0.00 | 441 | -13.39 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 124 | -24.85 | 7 | -22.22 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 6,941 | 0.00 | 415 | 0.00 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 12,057 | 625 | ||||||
| 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 | 41,614 | 39.32 | 2,361 | 31.46 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 33,088 | -4.21 | 1,795 | -14.24 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 712 | 9.54 | 37 | -5.26 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 524 | 29.38 | 28 | 16.67 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 13,465 | -5.24 | 698 | -17.90 | ||||
| 2025-08-26 | NP | KXI - iShares 全球必需消费品 ETF | 121,573 | 14.24 | 6,299 | -1.01 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 38,112 | 3.10 | 2,162 | -2.74 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -23,730 | -1,229 | |||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 1,922,252 | 0.00 | 99,592 | -13.35 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 525 | 0.00 | 27 | -12.90 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 1,404 | 457.14 | 73 | 380.00 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 774,390 | -3.02 | 40,121 | -15.96 | ||||
| 2025-08-19 | 13F | 坎贝尔资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 475,084 | 2.81 | 26,956 | -3.00 | ||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 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 | 877,652 | -1.23 | 47,621 | -11.60 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 665,608 | 16.22 | 34,196 | -0.38 | ||||
| 2025-07-30 | 13F | 泰拉阿尔法投资有限责任公司 | 24,121 | -1.49 | 1,250 | -14.69 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 310,131 | 69.80 | 16,068 | 47.13 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 51,300 | -32.14 | 2,784 | -39.26 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 7,287 | 0.00 | 378 | -13.33 | ||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 11,822 | 49.99 | 612 | 29.94 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 11,942 | 1.96 | 619 | -11.71 | ||||
| 2025-04-17 | 13F | 克利夫顿拉森纳伦财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 12,750 | 16.94 | 661 | 1.38 | ||||
| 2025-05-07 | 13F | 财富集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 14,493 | 6.06 | 822 | 0.12 | ||||
| 2025-07-22 | 13F | 普伦蒂斯·史密斯公司 | 5,177 | -0.02 | 268 | -13.27 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 18,028 | -2.96 | 934 | -15.86 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 49,505 | -9.32 | 2,565 | -21.45 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 6,347 | 29.11 | 329 | 11.95 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 24,279 | -2.25 | 1,258 | -15.35 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 6,662 | 345 | ||||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 454,459 | 0.36 | 24 | -14.81 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 9,351 | 0.88 | 484 | -12.64 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 5,210 | -16.09 | 270 | -27.49 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 23,793 | 99.37 | 1,291 | 78.56 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 44,700 | 11.47 | 2,316 | -3.42 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 59,600 | 5.80 | 3,088 | -8.34 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 41,518 | -44.54 | 2,151 | -51.94 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 道奇考克斯 | 11,200 | 0.00 | 580 | -13.30 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 9 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 16,630 | -28.46 | 862 | -38.01 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 29,005 | 4.35 | 1,503 | -9.57 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 107,180 | 8.88 | 5,553 | -5.66 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 27,379 | -15.09 | 1,418 | -26.41 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 3,053 | 0.00 | 158 | -13.19 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | 6,653 | 377 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 336,546 | 6.47 | 17,436 | -7.74 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 62,822 | -2.05 | 3,255 | -15.13 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 205,413 | 0.00 | 11 | -16.67 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 6,846 | 3.06 | 355 | -10.83 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 8,307 | 9.20 | 430 | -5.29 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 116,656 | 0.00 | 6,044 | -13.35 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 51,150 | 35.01 | 2,650 | 17.00 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 663 | 17.14 | 34 | 3.03 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 23,276 | 25.13 | 1,321 | 18.07 | ||||
| 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 | 5,913 | -8.14 | 336 | -13.44 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 98,197 | 6.22 | 5,088 | -7.96 | ||||
| 2025-04-16 | 13F | Pathway 财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 7,368 | -9.79 | 382 | -21.93 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 58,545 | -16.67 | 3,033 | -27.79 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 4,321 | 8.03 | 224 | -6.69 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 26,300 | -5.02 | 1,363 | -17.70 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 9,816 | 4.25 | 509 | -9.61 | ||||
| 2025-08-07 | 13F | 帕金斯资本管理公司 | 8,900 | -22.27 | 461 | -32.60 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,924 | 17.82 | 100 | 2.06 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 17,867 | 2.82 | 926 | -10.89 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 18,384 | 1.43 | 952 | -12.10 | ||||
| 2025-05-07 | 13F | Maridea财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 1,979 | 0.00 | 103 | -13.56 | ||||
| 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 | 1,829 | -8.14 | 104 | -13.45 | ||||
| 2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 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 | 639,133 | -14.09 | 36,264 | -18.95 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 16,996 | -11.60 | 922 | -20.86 | ||||
| 2025-06-18 | NP | RWSIX - Redwood 系统宏观趋势（“SMarT”）基金 I 类 | 28,012 | 1,589 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 798,925 | 1.73 | 41,392 | -11.85 | ||||
| 2025-07-16 | 13F | 阿马里洛国家银行 | 4,000 | 0.00 | 207 | -13.39 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 891 | -46.20 | 46 | -53.54 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 38,933 | 16.29 | 2,017 | 0.80 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 6,070 | -5.72 | 363 | -11.71 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 36 | 2 | ||||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 275,394 | -2.60 | 14,268 | -15.60 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 7,507 | 62.67 | 389 | 41.09 | ||||
| 2025-04-09 | 13F | 资本资产咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 212,759 | 37.15 | 11,023 | 18.85 | ||||
| 2025-07-30 | 13F | 工作室投资管理有限公司 | 55,723 | -11.50 | 2,887 | -23.30 | ||||
| 2025-08-04 | 13F | 库克和比勒有限合伙公司 | 5,000 | 0.00 | 259 | -13.09 | ||||
| 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 | 16,839 | 1.81 | 914 | -8.88 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 3,602,708 | -7.56 | 186,656 | -19.89 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 55,201 | 1,115.61 | 2,860 | 954.98 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 8,929 | -6.86 | 463 | -19.37 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 6,741 | -3.66 | 349 | -16.51 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 34,341 | 0.55 | 2,053 | -5.70 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 124,117 | 0.30 | 6,431 | -13.10 | ||||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 66,738 | 58.33 | 3,787 | 49.41 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 蒙吉斯资本管理公司 | 10,630 | -3.36 | 551 | -16.29 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 9,760 | 506 | ||||||
| 2025-08-26 | NP | MFUT-Cambria Chesapeake Pure Trend ETF | Short | -3,617 | -6.56 | -187 | -19.05 | |||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 38,314 | 26.05 | 1,985 | 9.49 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 9 | 0 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 177,093 | -0.45 | 9,175 | -13.74 | ||||
| 2025-08-12 | 13F | 普林特纳资本集团公司 | 9,500 | 0.00 | 492 | -13.38 | ||||
| 2025-05-27 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 454,751 | 33.30 | 27,190 | 24.98 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 623 | -18.35 | 33 | -26.67 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 159 | 8 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 4,452 | 0.00 | 231 | -13.53 | ||||
| 2025-05-16 | 13F | 阿雷特财富顾问有限责任公司 | 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 | 11,622 | 0.00 | 602 | -13.26 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 15,835 | -76.50 | 820 | -79.65 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 338 | -71.16 | 18 | -75.71 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 19,370 | -14.45 | 1,004 | -25.87 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 254,185 | 7.53 | 13,169 | -6.82 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 1,051 | 54 | ||||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 3,390 | 0.00 | 184 | -10.73 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-21 | NP | CAPE - DoubleLine Shiller CAPE 美国股票 ETF | 24,961 | -19.72 | 1,492 | -24.72 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 10,896 | -59.84 | 567 | -65.21 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 5,703 | -5.84 | 295 | -18.51 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 29,676 | 0.00 | 1,538 | -13.36 | ||||
| 2025-07-23 | 13F | 施鲁姆私人财富管理有限责任公司 | 11,130 | -0.87 | 577 | -14.16 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 98,012 | 15.53 | 5,078 | 0.12 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 4,612 | 0.00 | 233 | -14.71 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,422 | 13.28 | 137 | 7.03 | ||||
| 2025-07-14 | 13F | 内普西斯公司 | 40,852 | -26.05 | 2,117 | -35.94 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 5,060 | -3.38 | 262 | -16.29 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 565 | 42.68 | 29 | 26.09 | ||||
| 2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 18,000 | 0.00 | 1,021 | -5.64 | ||||
| 2025-08-26 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 29,985 | -2.88 | 1,554 | -15.83 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 2,512 | -51.52 | 130 | -57.93 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,381 | 116.46 | 72 | 86.84 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 149,100 | 8.36 | 7,725 | -6.11 | |||
| 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 | 41,470 | 2.59 | 2,250 | -8.16 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 281,490 | 8.65 | 14,546 | -5.97 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 8,700 | -60.63 | 451 | -65.93 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 134,302 | 6.54 | 6,958 | -7.68 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 18,560 | 13.31 | 1,053 | 6.90 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 333,400 | 40.20 | 17,273 | 21.49 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 30,500 | -45.27 | 1,580 | -52.58 | ||||
| 2025-07-22 | 13F | 鲍威尔投资顾问有限责任公司 | 12,083 | 0.74 | 626 | -12.69 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | 7 | 0.00 | 1 | |||||
| 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 | 261,966 | -0.78 | 14,864 | -6.39 | ||||
| 2025-05-15 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 15,173,940 | 1.14 | 786,954 | -12.41 | ||||
| 2025-07-25 | 13F | 布尔街顾问有限责任公司 | 20,570 | 0.00 | 1 | 0.00 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 127 | 7 | ||||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 10,400 | 0.00 | 539 | -13.37 | ||||
| 2025-08-25 | NP | FTXG - First Trust 纳斯达克食品和饮料 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 | 32,375 | 18.09 | 1,677 | 2.32 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 4,468 | 1,233.73 | 231 | 862.50 | ||||
| 2025-07-18 | 13F | 切尔西律师公司 | 900 | 0.00 | 47 | -13.21 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 495,412 | 2,526.79 | 25,667 | 2,177.46 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 9,200 | -34.75 | 477 | -43.53 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 14,300 | -37.28 | 741 | -45.71 | |||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 40,883 | -0.72 | 2,118 | -13.97 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 5,987 | 0.30 | 310 | -12.92 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 174 | -26.89 | 9 | -35.71 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 71,171 | -2.24 | 3,862 | -12.51 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 17,329 | -34.74 | 898 | -43.48 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 722,555 | 13.81 | 37,436 | -1.38 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 22,673 | 21.54 | 1,175 | 5.29 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 217,372 | 31.60 | 11,262 | 14.05 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 4,457 | 2.60 | 231 | -11.20 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 1,414 | -5.98 | 73 | -17.98 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 87,492 | -5.98 | 4,533 | -18.52 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 96,483 | -1.24 | 4,999 | -14.42 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 137 | 878.57 | 7 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 14,896 | -51.45 | 845 | -54.20 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 15,070 | 0.27 | 781 | -13.14 | ||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 61,094 | -75.95 | 3,165 | -79.16 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,731 | 18.64 | 148 | 6.47 | ||||
| 2025-04-09 | 13F | 弗拉加索集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 53,378 | -20.87 | 3 | -50.00 | ||||
| 2025-05-19 | NP | CRFRX - 卡尔弗特重点价值基金 R6 级 | 26,628 | 30.20 | 1,592 | 22.09 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 10,899 | 14.25 | 565 | -1.05 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 748 | 0.00 | 39 | -13.64 | ||||
| 2025-03-27 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 49,800 | 1,145.00 | 2,995 | 1,000.74 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 126 | 1.61 | 0 | |||||
| 2025-08-12 | 13F | SFMG有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 资本国际投资者 | 1,979,813 | -2.06 | 102,574 | -15.13 | ||||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 14,900 | 0.00 | 772 | -13.37 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 8,444 | 0.40 | 437 | -12.95 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 156,018 | -48.24 | 8,083 | -55.15 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 23,300 | 0.00 | 1,207 | -13.35 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 11,844 | -6.25 | 614 | -18.81 | ||||
| 2025-04-17 | 13F | 奥普塔斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 6,482,276 | -3.33 | 335,847 | -16.23 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 25,656 | -6.55 | 1,329 | -19.01 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 325 | -3.85 | 17 | -20.00 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 10,265 | -7.70 | 532 | -20.03 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-06 | 13F | JPL 财富管理有限责任公司 | 47,617 | -10.53 | 3,332 | -1.83 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 101,080 | 5.85 | 5,735 | -0.12 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 38,549 | -1.92 | 1,997 | -15.02 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 41 | -36.92 | ||||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 8,124 | -5.10 | 421 | -17.81 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 254,363 | 18.01 | 13,179 | 2.02 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 17,640,698 | 1.40 | 913,965 | -12.14 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 8,244 | 2.92 | 427 | -10.67 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 22,047 | 38.94 | 1,142 | 20.46 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 11,587 | -3.96 | 600 | -16.78 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 88 | -6.38 | 5 | -20.00 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 花旗集团 | 618,893 | -17.35 | 32,065 | -28.38 | ||||
| 2025-08-04 | 13F | 联合银行 | 106,469 | -1.86 | 6 | -16.67 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 1,095 | 0.00 | 57 | -13.85 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 5,773 | 51.56 | 299 | 31.72 | ||||
| 2025-08-12 | 13F | 祈福资本合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 4,441 | 11.64 | 230 | -2.95 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 27,478 | -79.63 | 1,424 | -82.36 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 32,827 | -2.26 | 1,701 | -15.34 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 35,799 | -1.87 | 1,855 | -14.99 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 17,464 | 905 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 2,662,880 | -20.54 | 137,964 | -31.15 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 3,884 | 0.00 | 201 | -13.36 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 669 | 0.00 | 33 | -17.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 35,996 | -15.95 | 1,865 | -27.19 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 26,023 | 1,348 | ||||||
| 2025-08-13 | 13F | B&D 白色资本有限公司 | 4,300 | 223 | ||||||
| 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 | 279,118 | 0.44 | 14,461 | -12.96 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 119 | 6 | ||||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 5,642 | 0.00 | 292 | -13.35 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 4,378 | 0.00 | 227 | -13.41 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,639 | 0.00 | 93 | -6.12 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 5,856 | 0.00 | 303 | -13.43 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 9,158 | -7.48 | 474 | -19.80 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 2,420 | -39.52 | 131 | -45.87 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 95,040 | 0.00 | 5,393 | -5.65 | ||||
| 2025-06-27 | NP | RSPS - Invesco S&P 500 等权重消费必需品 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 | 115,921 | 3.19 | 6,577 | -2.64 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 2,410 | -9.33 | 125 | -21.52 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 劳特巴赫财务顾问有限责任公司 | 12,800 | 0.00 | 663 | -13.33 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 26,284 | 32.34 | 1,572 | 24.09 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 36,891 | -6.29 | 2 | -50.00 | ||||
| 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 | 2,971 | -82.48 | 169 | -84.81 | ||||
| 2025-05-06 | 13F | 顾问首选有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 神剑管理公司 | 16,694 | 2.96 | 865 | -10.84 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 163,535 | 6.89 | 9,279 | 0.85 | ||||
| 2025-05-14 | 13F | Vinva投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 141,227 | 1.73 | 7,317 | -11.86 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 5,569,082 | -13.34 | 288,534 | -24.91 | ||||
| 2025-03-27 | NP | NAWGX - Voya 全球股票基金 A 类 | 24,979 | 8.49 | 1,502 | -4.09 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 43,792 | 0.88 | 2,269 | -12.60 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 435 | 23 | ||||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 5,917 | 47.67 | 307 | 28.03 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 1,561 | -7.03 | 81 | -20.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 12,921 | 3.35 | 669 | -10.44 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,325 | 3.78 | 180 | -7.22 | ||||
| 2025-05-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 26,748 | -14.75 | 1,599 | -20.05 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 1 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 43,069 | -2.92 | 2,231 | -15.87 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 31,905 | 1,653 | ||||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 8,500 | -22.73 | 440 | -33.03 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 414 | 50.55 | 21 | 31.25 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,725 | -2.91 | 2,861 | -13.10 | ||||
| 2025-08-05 | 13F | 赫斯曼战略顾问公司 | 63,000 | 0.00 | 3,264 | -13.33 | ||||
| 2025-04-16 | 13F | CRA 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | SHRT - Gotham 空头策略 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 18,262 | 0.00 | 946 | -13.29 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 12,334 | -1.59 | 639 | -14.69 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 8,553 | -42.60 | 443 | -50.22 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 289 | 0.00 | 15 | -17.65 | ||||
| 2025-05-07 | 13F | 晨星投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 135,000 | 0.00 | 6,994 | -13.34 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 7,705 | 0.21 | 399 | -13.07 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 50 | 3 | ||||||
| 2025-07-11 | 13F | BDF-管理 | 30,453 | -9.83 | 1,578 | -21.89 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,070,006 | 3.70 | 55,437 | -10.14 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 134,200 | 6,953 | |||||
| 2025-08-18 | 13F/A | 野村控股公司 | 79,891 | 221.79 | 4,139 | 178.91 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 318,763 | -18.19 | 16,515 | -29.10 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 448 | 25 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 109,812 | 6.18 | 5,689 | -7.99 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 8,512 | 25.25 | 441 | 8.37 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 2,282 | 28.06 | 118 | 11.32 | ||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 4,000 | 0.00 | 207 | -13.39 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 49,072 | 0.00 | 2,544 | -13.33 | ||||
| 2025-04-24 | 13F | 多元化信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 200 | 0.00 | 10 | -9.09 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -8,649 | -491 | |||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 4,130 | 2.43 | 0 | |||||
| 2025-08-11 | 13F | 西太平洋银行 | 79,706 | -0.09 | 4,130 | -13.44 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 295 | 15 | ||||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,891 | 202 | ||||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 12,597 | 26.25 | 653 | 9.40 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 524,063 | 1.52 | 27,152 | -12.03 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 18,978 | -16.87 | 983 | -27.93 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 24,885 | 22.33 | 1,289 | 6.00 | ||||
| 2025-04-22 | 13F | 门多塔金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 60,598 | 79.32 | 3,140 | 55.40 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 14,537 | 12.28 | 789 | 0.51 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 19,168 | 5.99 | 1,088 | 0.00 | ||||
| 2025-07-09 | 13F | 防波堤投资管理 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 4,069 | 0.00 | 211 | -13.58 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 8,120 | -8.52 | 441 | -18.22 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 13,245 | -9.59 | 686 | -21.60 | ||||
| 2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 21,348 | -8.82 | 1,211 | -13.99 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 5,736 | 47.11 | 297 | 27.47 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 16,811 | -2.08 | 871 | -15.20 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 3,294,401 | -4.34 | 170,683 | -17.11 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 681,978 | 1.59 | 35,333 | -11.97 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 193,378 | -54.05 | 10,019 | -60.18 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | OneAscent 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 31,742 | -1.37 | 1,645 | -14.55 | ||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 4,500 | 60.71 | 255 | 51.79 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 1,426,699 | -2.40 | 73,917 | -15.43 | ||||
| 2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 6,931 | 31.42 | 359 | 13.97 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 4,808 | -1.27 | 249 | -14.43 | ||||
| 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 | 62,646 | 5.01 | 3,246 | -9.00 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 8,894 | 44.64 | 461 | 17.35 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 686 | 0.00 | 36 | -14.63 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,067 | -70.42 | 0 | |||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,662 | 20.70 | 94 | 14.63 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 563 | 11.93 | 32 | 3.33 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 53,476 | 1,868.20 | 2,771 | 1,609.88 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 4,491 | -5.39 | 233 | -18.02 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 11,170 | 0.00 | 579 | -13.34 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 926,805 | 9.13 | 48,018 | -5.44 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 22,142 | -14.25 | 1,147 | -25.66 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 15,689 | 0.00 | 813 | -13.43 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 88,671 | 149.35 | 5,302 | 133.83 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 83,940 | 4.39 | 4,349 | -9.55 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 52,199 | 249.20 | 2,704 | 202.80 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 1,900 | 0.00 | 98 | -13.27 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 96,202 | 0.00 | 4,983 | -13.35 | ||||
| 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 | 91,736 | 14.99 | 5,205 | 8.51 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 239 | -42.82 | 12 | -50.00 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 精英金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 9,726 | -25.96 | 504 | -35.92 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 415,574 | -1.12 | 21,531 | -6.36 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 1,273 | 0.39 | 66 | -13.33 | ||||
| 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 | 1,023,821 | 0.09 | 55,553 | -10.41 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -9,474 | -0.00 | -491 | -13.43 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 932,000 | 43.87 | 48,287 | 24.67 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,736,900 | 60.47 | 89,989 | 39.05 | |||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 121,076 | 1.06 | 6,273 | -12.44 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 3,525 | -25.62 | 183 | -35.69 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 78,660 | 2.34 | 4,463 | -3.44 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 3,994 | -35.59 | 207 | -44.32 | ||||
| 2025-08-28 | NP | ACMVX - 中型价值基金投资者类别 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 | 1,038,244 | -7.37 | 53,791 | -19.74 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 38,665 | -3.87 | 2,003 | -16.68 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 47,883 | 0.00 | 2,481 | -13.35 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 2,450 | 0.00 | 127 | -13.70 | ||||
| 2025-05-05 | 13F | 影响合伙财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球战术配置投资组合初始类别 | 13,742 | -19.35 | 712 | -30.16 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 827 | -30.79 | 45 | -38.89 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 416,135 | -6.59 | 23,611 | -11.87 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 676,233 | 180.62 | 35,036 | 143.16 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,702 | -7.94 | 225 | 28.57 | ||||
| 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 | 793,364 | 8.24 | 43,048 | -3.11 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 13,537 | 8.89 | 768 | 2.81 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 69,600 | -32.69 | 3,606 | -41.69 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 415,583 | 433.56 | 21,531 | 362.44 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 13,770 | 713 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 147,500 | 47.94 | 7,642 | 28.18 | |||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 7,540 | 0.00 | 391 | -13.33 | ||||
| 2025-08-07 | 13F | 塞尔公司 | 4,000 | 0.00 | 207 | -13.39 | ||||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 17,469 | -0.36 | 905 | -13.65 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 484,735 | 87.08 | 25,114 | 62.11 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 6,253 | -0.02 | 324 | -13.14 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 13,010 | 24.00 | 674 | 7.50 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,619 | -0.87 | 1,224 | -14.12 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 4,864 | 42.43 | 252 | 23.53 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 97,117 | 1.28 | 5,510 | -4.44 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 13,869 | -2.28 | 719 | -15.33 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 3,787 | 35.54 | 215 | 27.38 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 7,042 | 4.64 | 0 | |||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 147,172 | 8.46 | 8,351 | 2.33 | ||||
| 2025-05-15 | 13F | 隆奥资产管理（欧洲）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 2,011,683 | -31.80 | 104,225 | -40.90 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 192,700 | 16.86 | 9,984 | 1.26 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 169,400 | 6.01 | 8,777 | -8.14 | |||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 12,392 | -5.74 | 609 | -17.48 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 9,760 | 11.26 | 554 | 4.93 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 消费者必需品行业基金 (A) | 80,087 | -5.04 | 4,149 | -17.71 | ||||
| 2025-08-12 | 13F | 集中财富管理 | 10,175 | 0.14 | 527 | -13.18 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 44,653 | 9.00 | 2,313 | -5.55 | ||||
| 2025-03-28 | NP | BMVP - 景顺动态市场 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 | 29,710 | 13.62 | 1,787 | -8.60 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 12,819 | 0.34 | 664 | -12.98 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 7,901 | 5.00 | 409 | -8.91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 42,895 | -12.23 | 2,222 | -23.96 | ||||
| 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 | 6,763 | -8.10 | 384 | -13.35 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 28,411 | -8.77 | 1,472 | -20.96 | ||||
| 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 | 97,801 | 2.07 | 5,067 | -11.56 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 455 | -13.33 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 45 | 650.00 | 2 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 6,953 | 0.00 | 360 | -13.25 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 25,631 | 3.63 | 1,328 | -10.22 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 15,623 | -25.80 | 809 | -35.69 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 21,023 | 1.02 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 67 | 0.00 | 3 | -25.00 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 西耶纳管理 | 81,636 | 0.00 | 3,862 | -18.61 | ||||
| 2025-08-05 | 13F | 塞拉投资有限公司 | 27,968 | 7.86 | 1,449 | -6.52 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 2,600 | 0.00 | 135 | -13.55 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 17,116 | 6.57 | 887 | -7.71 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,042 | 1,194.47 | 173 | 1,128.57 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 8,012 | 76.63 | 415 | 53.14 | ||||
| 2025-07-11 | 13F | 弗鲁斯投资管理公司 | 25,880 | 0.00 | 1 | 0.00 | ||||
| 2025-04-24 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 50,643 | 115.50 | 3,070 | 97.11 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 16,070 | 0.00 | 833 | -13.33 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 15,543,424 | 1.47 | 805,305 | -12.08 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 476,354 | -4.33 | 25 | -17.24 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 55,836 | 4.77 | 2,893 | -9.23 | ||||
| 2025-04-24 | NP | UTMAX - 目标管理配置基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 36,285 | 1,880 | ||||||
| 2025-04-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | 尊贵财富管理 PBC | 96 | 0.00 | 6 | -16.67 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 39,724 | 5.39 | 2,058 | -8.66 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 17,769 | -29.89 | 921 | -39.27 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 385,535 | -0.88 | 19,975 | -14.11 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 114,700 | -13.50 | 5,943 | -25.05 | |||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 195,371 | -6.29 | 10,116 | -18.85 | ||||
| 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 | 389,782 | 0.00 | 22,116 | -5.65 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 20,213 | -12.30 | 1,047 | -24.02 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 2,674,375 | 6,139.06 | 138,559 | 5,308.24 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 10,044 | 2.16 | 1 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 100,700 | -75.02 | 5,217 | -78.35 | |||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 27,396 | 5.13 | 1,487 | -5.89 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 12,424 | 644 | ||||||
| 2025-05-14 | 13F | 阿维斯塔资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 124,078 | 304.45 | 7,040 | 281.78 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 4,041,602 | 41.66 | 229,320 | 33.65 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 17,558 | 255.07 | 910 | 188.57 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠股息收入基金 | 396,416 | 47.28 | 22,493 | 38.95 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 11,496 | 596 | ||||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,396 | 5.95 | 3,657 | -5.19 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 1,186 | -91.50 | 61 | -92.69 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 6,233 | -9.57 | 338 | -18.94 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 8,339 | -1.14 | 432 | -14.29 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 11,875 | 6.53 | 615 | -7.66 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 46,751 | 0.00 | 2,422 | -13.35 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 5,044 | 10.49 | 286 | 4.38 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 9,827 | -1.25 | 509 | -14.45 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 163 | 0.00 | 8 | -11.11 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 41,782 | 1.05 | 2,165 | -12.46 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 28,690 | 15.70 | 1,557 | 3.53 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 16,451 | -33.30 | 852 | -42.20 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 138,915 | -6.59 | 7,197 | -19.06 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 11,928 | 4.07 | 618 | -9.93 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 7,670 | 6.82 | 397 | -7.46 | ||||
| 2025-05-14 | 13F | 拉弗投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 海岸线信托公司 | 2,340 | 0.00 | 121 | -12.95 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 252,280 | 8.26 | 13,071 | -6.19 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 17,567 | -7.92 | 910 | -20.18 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 2,310 | -59.32 | 120 | -64.90 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 398 | 0.00 | 21 | -13.04 | ||||
| 2025-05-12 | 13F | 镇流器公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 656,965 | -17.28 | 34,037 | -28.32 | ||||
| 2025-08-21 | NP | FVALX - Forester 价值基金 N 级 | 1,360 | 36.00 | 70 | 18.64 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 169,410 | 0.00 | 8,777 | -13.35 | ||||
| 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 | 11,965 | -5.68 | 620 | -18.34 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 44,000 | -68.97 | 2,280 | -74.80 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 8,205 | -2.38 | 425 | -15.34 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 26,640 | -5.73 | 1,380 | -18.29 | ||||
| 2025-08-13 | 13F | 拉塔什投资有限责任公司 | 6,435 | 0.00 | 333 | -13.28 | ||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 托德资产管理有限公司 | 24,365 | 0.00 | 1,262 | -13.32 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 17,746 | -10.48 | 919 | -22.45 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 618,732 | -4.96 | 32,057 | -17.65 | ||||
| 2025-04-25 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 10,420 | 0.00 | 632 | -8.55 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 41,766 | -0.36 | 2,164 | -13.69 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 6,147,284 | -37.68 | 318,501 | -46.00 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 2,999 | 0.00 | 180 | -11.33 | ||||
| 2025-08-04 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 5,500 | 5.57 | 285 | -8.68 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 35,014 | 351.04 | 1,814 | 266.46 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 1,519 | 82 | ||||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 96 | 5 | ||||||
| 2025-04-23 | 13F | 财富效应有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 4,290 | 222 | ||||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 104,469 | 18.99 | 5,668 | 6.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 16,859 | -10.60 | 873 | -22.54 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 186,939 | 19.17 | 10,143 | 6.68 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 37,831 | -82.28 | 2 | -91.67 | ||||
| 2025-07-18 | 13F | 西卡特联合有限责任公司 | 6,958 | 361 | ||||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 33,704 | -2.36 | 1,829 | -12.62 | ||||
| 2025-05-09 | 13F | 联邦金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 第一国民信托公司 | 22,606 | -3.69 | 1,171 | -16.54 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 14,300 | 1 | |||||
| 2025-08-04 | 13F | FRG 家族财富顾问有限责任公司 | 4,384 | 0.00 | 227 | -13.36 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,635,841 | -5.85 | 85 | -18.45 | ||||
| 2025-05-22 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 7,501 | -21.43 | 448 | -26.32 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 20,889 | -0.95 | 1,082 | -14.13 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 200 | 0.00 | 10 | -9.09 | ||||
| 2025-07-24 | 13F | 康宁公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 188,598 | 1.35 | 10,701 | -4.38 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 29,798 | -41.83 | 1,544 | -49.62 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 2,774,252 | -16.19 | 143,734 | -27.38 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 4,232 | 21.12 | 219 | 5.29 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 513 | 4.27 | 29 | 0.00 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 9,803 | -14.69 | 508 | -26.20 | ||||
| 2025-05-12 | 13F | 资本国际公司/ca/ | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 1,020 | -83.01 | 53 | -85.47 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,958 | 0.00 | 361 | -13.46 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 442 | 0.00 | 25 | -3.85 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 285 | 7.95 | 16 | 6.67 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 471 | 8.53 | 27 | 0.00 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 321,317 | 469.22 | 16,647 | 393.39 | ||||
| 2025-06-27 | NP | LYLD – Cambria 大型股股东收益 ETF | 1,379 | -66.67 | 78 | -68.55 | ||||
| 2025-07-21 | 13F | 影响力投资者公司 | 5,608 | 0.00 | 291 | -13.43 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 9,578 | -9.10 | 496 | -21.14 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 6,706 | -33.57 | 347 | -42.45 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 1,353 | 0.00 | 70 | -12.50 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 38,334 | 3.36 | 1,986 | -10.42 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 24,343 | 14.54 | 1,261 | -0.71 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 194,316 | 0.94 | 10,068 | -12.53 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 45,023 | -3.02 | 2,443 | -13.22 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 160 | 100.00 | 9 | 125.00 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 6,781,840 | 5.90 | 351,367 | -8.23 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 27,500 | -71.56 | 1,425 | -75.37 | |||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 27,370 | 8.10 | 1,418 | -6.28 | ||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 14,873 | 1.45 | 807 | -9.12 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 16,398 | -8.27 | 930 | -13.49 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 6,700 | -80.41 | 347 | -83.02 | |||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 394,754 | -0.58 | 20,452 | -13.85 | ||||
| 2025-05-09 | 13F | 西塔集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 奥罗拉投资顾问 | 6,832 | -45.94 | 354 | -53.25 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 15,916 | -37.75 | 825 | -46.07 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 8,971 | 112.63 | 465 | 84.13 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 11,518 | 0.61 | 566 | -11.84 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 2,662,176 | -17.14 | 137,928 | -28.20 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 1,200 | 0.00 | 62 | -13.89 | |||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 46,397 | 22.06 | 2,404 | 5.77 | ||||
| 2025-04-29 | 13F | 佩森公司 | 24,062 | -8.13 | 1,439 | -13.89 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 14,003 | 5.60 | 795 | -0.38 | ||||
| 2025-05-14 | 13F | Ieq资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 300 | 50.00 | 16 | 25.00 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 0 | -100.00 | 0 | |||||
| 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 | 20,533 | -2.09 | 1,064 | -15.16 | ||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 6,099 | 346 | ||||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 879 | -9.01 | 53 | -20.00 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 38,107 | 0.04 | 1,967 | -14.55 | ||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 14,668 | 1.16 | 760 | -12.36 | ||||
| 2025-05-15 | 13F | 间隔合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 4,494 | 0 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 4,062 | -91.08 | 210 | -92.29 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 8,003 | 2.44 | 415 | -11.35 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 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 | 2,161,887 | -0.31 | 122,665 | -5.95 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 649 | 0.00 | 34 | -13.16 | ||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 7,239 | 74.06 | 375 | 51.21 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 19,211 | -3.44 | 995 | -16.32 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 4,846,595 | 0.29 | 251,102 | -13.09 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 20,861 | 9.40 | 1,081 | -5.26 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 7,218 | 0.00 | 392 | -10.53 | ||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,942 | 0.00 | 3,004 | -5.66 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 8,366 | 0.00 | 433 | -13.40 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 37,929 | 7.19 | 2,058 | -4.01 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 9,153 | 7.83 | 519 | 1.76 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 4,731 | 0.00 | 245 | -13.12 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 68,837 | -52.07 | 4 | -62.50 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 97,759 | 5,065 | ||||||
| 2025-08-05 | 13F | Castlekeep 投资顾问有限责任公司 | 19,568 | -4.85 | 1,014 | -17.58 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 725 | -3.85 | 38 | -17.78 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,400 | 9.79 | 136 | 3.82 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 60 | 50.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 8,374 | 5.35 | 434 | -8.84 | ||||
| 2025-06-09 | NP | BMC基金公司 | 200 | 100.00 | 11 | 83.33 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | CDC - VictoryShares US EQ 收入增强波动性 Wtd ETF | 144,718 | -3.60 | 7,498 | -16.47 | ||||
| 2025-08-12 | 13F | 桑德希尔资本合伙公司 | 17,066 | -65.22 | 884 | -69.87 | ||||
| 2025-07-10 | 13F | 信任点公司 | 3,882 | -1.05 | 201 | -14.10 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 2,464,525 | 1.00 | 139,837 | -4.71 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 9,353 | 0.00 | 485 | -13.42 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 4,508 | 0.56 | 234 | -13.06 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 400 | 0.00 | 21 | -13.04 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 45 | -99.66 | 0 | |||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 33 | 106.25 | 2 | |||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 390 | 153.25 | 20 | 122.22 | ||||
| 2025-05-09 | 13F | 弗雷泽财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 2,612 | -4.15 | 135 | -16.67 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 227 | 0.00 | 12 | -15.38 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心价值基金 | 18,467 | 3.37 | 957 | -10.49 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 98,008 | 3.03 | 5,078 | -10.73 | ||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 萨瓦资本有限责任公司 | 11,313 | 0.00 | 586 | -18.72 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 18,375 | 0.83 | 952 | -12.67 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,314 | -0.68 | 1,467 | -13.97 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century 中型价值投资组合 IB 级 | 89,783 | -2.22 | 4,652 | -15.27 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 734,133 | -19.62 | 38,035 | -30.35 | ||||
| 2025-04-11 | 13F | 纪律投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金 | 336 | 300.00 | 17 | 240.00 | ||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 4,000 | 0.00 | 207 | -13.39 | |||
| 2025-07-17 | 13F | 罗利资本管理公司 | 11 | -26.67 | 1 | |||||
| 2025-08-11 | 13F | 沃杜州银行 | 56,164 | 1.72 | 3 | -33.33 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 68,919 | 1.71 | 3,571 | -11.87 | ||||
| 2025-04-10 | 13F | 公园边缘顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 28,420 | -9.85 | 1,699 | -15.47 | ||||
| 2025-07-17 | 13F | 坎皮恩资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 71 | -11.25 | 4 | -25.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 67,500 | 5.47 | 3,830 | -0.49 | ||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 5,783 | -29.15 | 300 | -38.73 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 2,033 | -1.88 | 105 | -14.63 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 17,064 | 8.29 | 884 | -6.16 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 56,227,050 | -3.17 | 2,913,123 | -16.10 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 28,151 | 14.38 | 1,527 | 2.41 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 15,901 | -0.47 | 824 | -14.80 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 19,915 | 0.36 | 1,006 | -15.18 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 2,096 | 31.00 | 109 | 13.68 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 64,657 | 4.79 | 3,350 | -9.22 | ||||
| 2025-08-01 | 13F | Wincap金融有限责任公司 | 19,259 | 7.91 | 998 | -6.56 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 7,577 | 0.00 | 393 | -13.47 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 21,883 | 18.94 | 1,242 | 12.21 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 4 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 前奏资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 帕文资产管理有限公司 | 750 | 0.00 | 39 | -13.64 | ||||
| 2025-04-23 | 13F | 卡尔·斯图尔特投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 54,837 | 5.77 | 2,841 | -8.33 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 27,168 | 15.61 | 1,399 | -0.14 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 15,274 | -6.71 | 791 | -19.12 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 52,011 | 28.68 | 2,695 | 11.51 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 家族管理公司 | 4,000 | 0.00 | 207 | -13.39 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 4,982 | 258 | ||||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 212,034 | -1.11 | 11,505 | -11.49 | ||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 23 | -39.47 | 1 | -50.00 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 1,000 | 0.00 | 52 | -13.56 | ||||
| 2025-05-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 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 | 177,086 | 31.56 | 10,588 | 23.35 | ||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 408 | 0.00 | 21 | -12.50 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 13,887 | 0.00 | 719 | -13.37 | ||||
| 2025-05-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 276 | -8.61 | 14 | -22.22 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 28,500 | 3.79 | 1,477 | -10.05 | ||||
| 2025-06-25 | NP | HART - IQ 健康心脏 ETF | 1,420 | -11.69 | 81 | -16.67 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 68,575 | 59.51 | 3,553 | 38.21 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 8,682 | 16.79 | 471 | 4.67 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 4,342 | 0.00 | 225 | -13.51 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 9,059 | -12.13 | 514 | -17.10 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 170,015 | 0.10 | 8,808 | -13.26 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 197 | 0.00 | 10 | -9.09 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Optiver控股有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 23,568 | -4.63 | 1,221 | -17.33 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,682,330 | -0.70 | 87,162 | -13.95 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 575,687 | -0.09 | 29,826 | -13.42 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 115,724 | 0.00 | 5,996 | -13.35 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 28,093 | 0.00 | 1,680 | -6.25 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 11,612 | 815.77 | 659 | 765.79 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,410,009 | 57.53 | 124,863 | 36.50 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 9,638 | 6.50 | 499 | -7.76 | ||||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 7,922 | 0.00 | 410 | -13.32 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 150 | 0.00 | 8 | -12.50 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 1,308 | -18.81 | 68 | -34.31 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 26,102 | 0.00 | 1,352 | -13.33 | ||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 1,290 | 67 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 45,317 | -8.93 | 2,348 | -21.11 | ||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 4,700 | 0.00 | 244 | -13.52 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 9,361 | -5.82 | 508 | -15.78 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 3,138 | 0.00 | 178 | -5.32 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 经济金融服务公司 | 13,264 | 687 | ||||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 278,685 | 0.40 | 15,121 | -10.13 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 28,379 | 8.83 | 1,470 | -5.71 | ||||
| 2025-05-22 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 4,960 | -55.32 | 297 | -58.13 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 229 | 0.00 | 12 | -15.38 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 539 | 2.47 | 28 | -12.90 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 116 | -10.08 | 6 | -14.29 | ||||
| 2025-05-30 | NP | RMHX - 城市国家罗奇代尔股息和收入基金 N 级 | 30,500 | -2.24 | 1,824 | -8.35 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 2,325 | 8.90 | 124 | -3.15 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 260 | -5.11 | 16 | -11.76 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 148,902 | -0.40 | 7,715 | -13.69 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 527 | 20.87 | 27 | 3.85 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | HDGE - AdvisorShares Ranger 股票熊市 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 89 | 0.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 199,365 | 2.18 | 10,328 | -11.47 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 32,902 | -8.90 | 1,705 | -21.07 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 4,066 | 8.98 | 211 | -5.83 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 25,276 | -53.24 | 1,310 | -59.49 | ||||
| 2025-08-15 | 13F | 苏达国家银行安全 | 32,364 | -1.09 | 1,677 | -14.31 | ||||
| 2025-04-30 | 13F | Arcus 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 335 | 0 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 647 | 0.00 | 37 | -5.26 | ||||
| 2025-03-25 | NP | HDV - iShares 核心高股息 ETF | 1,241,674 | 11.24 | 74,674 | -1.65 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 6,628 | 0.24 | 343 | -13.16 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 3,100,837 | -43.64 | 160,654 | -51.16 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 10,211 | -7.43 | 529 | -19.73 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 30,655 | 0.71 | 1,588 | -12.75 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 8,634 | 6.68 | 447 | -7.45 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 225,870 | 16.38 | 11,702 | 0.85 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 12,715 | 0.00 | 659 | -13.42 | ||||
| 2025-07-14 | 13F | LCM资本管理公司 | 8,874 | 0.31 | 460 | -13.07 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 11,249 | -5.08 | 583 | -17.80 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 50 | 3 | ||||||
| 2025-07-02 | 13F | Lvm资本管理有限公司/mi | 6,326 | -4.69 | 0 | |||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 10,120 | -5.37 | 524 | -18.00 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 367,868 | -1.67 | 19,059 | -14.79 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 86 | 0.00 | 5 | -20.00 | ||||
| 2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 20,678 | 8.91 | 1,071 | -5.64 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 4,600 | 4.19 | 238 | -9.51 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 161,784 | -23.49 | 8 | -33.33 | ||||
| 2025-08-04 | 13F | 沙漠互利管理员 | 3,462 | 0.00 | 179 | -13.11 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 156,695 | 2.97 | 8,118 | -10.77 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 17,854 | 8.98 | 925 | 0.54 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 652,630 | -7.20 | 33,812 | -19.59 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 136,392 | -1.78 | 7,739 | -7.34 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 7,741 | -5.80 | 401 | -18.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 358 | 5.92 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 135,905 | 339.01 | 7,041 | 280.59 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 2,059 | -26.15 | 107 | -36.14 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 404,461 | 0.15 | 20,955 | -13.22 | ||||
| 2025-05-15 | 13F | Optiver控股有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 292,203 | -0.49 | 15,855 | -10.93 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 13,969 | 19.11 | 724 | 3.28 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 24,990 | -12.39 | 1,295 | -24.11 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 1,101 | 0.55 | 57 | -12.31 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 4,107 | -1.91 | 213 | -15.20 | ||||
| 2025-05-15 | 13F | 谢尔顿资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 35,335 | -6.15 | 1,831 | -18.70 | ||||
| 2025-08-26 | NP | IJMAX - VY(R) 摩根大通中盘价值投资组合 ADV 级 | 45,205 | -21.07 | 2,342 | -31.60 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 153 | 1.32 | 8 | -22.22 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 53,381 | 1.27 | 2,766 | -12.25 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 5,650 | -5.04 | 321 | -10.36 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 163,977 | -1.99 | 8,496 | -15.07 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 950 | 0.00 | 49 | -12.50 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 52,345 | -18.58 | 2,712 | -29.47 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 206 | 11 | ||||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 5,716 | 296 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 783,930 | 7.13 | 41 | -6.98 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 5,424 | 6.56 | 281 | -7.57 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 标准家族办公室有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | APG 资产管理公司 | 550,059 | 3.58 | 24,278 | -17.41 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 20,654 | 33.00 | 1,070 | 15.30 | ||||
| 2025-03-27 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 接合财富策略有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 8,161 | -1.33 | 423 | -14.57 | ||||
| 2025-03-28 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 18,850 | 0.00 | 977 | -13.40 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 19,225 | -8.94 | 996 | -21.08 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 1,317,904 | 10.31 | 68,281 | -4.42 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 2,040 | 106 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 15,747 | -15.62 | 816 | -26.91 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 29,576 | 37.61 | 1,532 | 19.22 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 21,129 | 0.00 | 1,095 | -13.38 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 40 | 33.33 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 8,600 | -98.20 | 446 | -98.44 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 5,169 | -4.44 | 268 | -17.34 | ||||
| 2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 32,499 | 1,844 | ||||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 15,712 | -0.35 | 814 | -13.59 | ||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 1,073 | 0.00 | 56 | -14.06 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 531 | 0.00 | 28 | -15.62 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 90,772 | -6.47 | 4,703 | -18.96 | ||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 13,140 | -2.63 | 681 | -15.63 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 2,700 | -3.57 | 161 | -9.55 | ||||
| 2025-05-15 | NP | PY - 主要股东收益率指数 ETF | 31,809 | 277.42 | 1,902 | 254.00 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 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 | 1,509,050 | 3.24 | 78,184 | -10.54 | ||||
| 2025-05-16 | 13F | 明晰资本 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 3,928 | 15.73 | 204 | 0.50 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 784 | -2.97 | 43 | -12.50 | ||||
| 2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 12,028 | 4.88 | 623 | -9.05 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 44 | -87.50 | 2 | -90.48 | ||||
| 2025-05-14 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 桥水顾问公司 | 6,384 | 15.82 | 257 | -16.83 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 60,250 | -62.27 | 3 | -66.67 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 观点资本管理有限责任公司 | 9,364 | 0.00 | 485 | -13.24 | ||||
| 2025-03-27 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 592,614 | 141.26 | 35,640 | 105.93 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 20,936 | 1,085 | ||||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 159 | 0.00 | 8 | -11.11 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 4,479 | 14.61 | 232 | -0.43 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 消费品基金可变年金 | 1,960 | 3.48 | 102 | -10.62 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 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 | 597,166 | 2.03 | 30,939 | -11.59 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 25,771 | -6.09 | 1,462 | -11.39 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 14,122 | -5.47 | 732 | -18.14 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 11,104 | 11.22 | 603 | -0.50 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 16 | 77.78 | 1 | |||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 121,056 | 3.15 | 6,272 | -10.62 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 1,260 | 0.00 | 65 | -13.33 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 6,939 | -14.54 | 359 | -25.98 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 11,380 | 4.28 | 590 | -9.66 | ||||
| 2025-08-14 | 13F | 谢尔曼资产管理公司 | 686 | -24.53 | 36 | -35.19 | ||||
| 2025-08-08 | 13F | 安联保险 | 13,200 | -35.79 | 684 | -44.43 | ||||
| 2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 8,806 | -17.12 | 500 | -21.79 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 16 | -94.20 | 1 | -100.00 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 163,418 | 0.00 | 8,467 | -13.35 | ||||
| 2025-07-25 | NP | DIFAX - MFS 多元化收益基金 A | 131,261 | -17.79 | 7,122 | -26.42 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 179,684 | 26.81 | 9 | 12.50 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 10,422 | 16.39 | 540 | 0.75 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 20,502 | 0.59 | 1,062 | -12.81 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 84,001 | -5.44 | 4,352 | -18.06 | ||||
| 2025-08-19 | NP | BUFBX - 布法罗灵活收入基金投资者类别 | 150,000 | 0.00 | 7,772 | -13.35 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 16,585 | -14.97 | 859 | -26.33 | ||||
| 2025-08-14 | 13F/A | 佩里特资本管理公司 | 21 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,310 | 12.97 | 171 | -2.29 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 4,198 | 0.00 | 238 | -5.56 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 9,600 | 0.00 | 545 | -5.72 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 10,147 | -3.25 | 526 | -16.27 | ||||
| 2025-04-08 | 13F | 级联投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 16,423 | -2.36 | 851 | -15.42 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 10,828 | -18.37 | 561 | -29.26 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 7,045 | 365 | ||||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 1,566 | 0.00 | 81 | -12.90 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 3,393 | -5.57 | 176 | -18.22 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,447,991 | -6.62 | 75,020 | -19.09 | ||||
| 2025-08-27 | NP | VMVIX - 先锋中盘价值指数基金投资者股票 | 3,456,190 | -2.25 | 179,065 | -15.29 | ||||
| 2025-05-13 | 13F | 蒙特利尔银行/can/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 6,662 | 325.42 | 345 | 270.97 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 3,226,468 | -5.16 | 173,681 | -16.27 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 354,500 | 18,367 | |||||
| 2025-08-13 | 13F | 哈梅尔联合公司 | 5,615 | -79.91 | 291 | -82.63 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 3,928 | 5.82 | 204 | -8.14 | ||||
| 2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 4,500 | 0.00 | 233 | -13.38 | ||||
| 2025-08-07 | 13F | 威尔金斯投资顾问公司 | 51,964 | -0.53 | 2,692 | -13.80 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 349 | 107.74 | 18 | 80.00 | ||||
| 2025-08-08 | 13F | 创意策划 | 222,170 | 39.77 | 11,511 | 21.11 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 913,326 | -5.61 | 46 | -17.86 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 60,920 | -1.88 | 3,156 | -14.98 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 1,100 | 0.00 | 57 | -13.85 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 14,296 | -0.49 | 741 | -13.75 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 9,731 | -13.58 | 504 | -25.11 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 255,800 | 1.35 | 13 | -13.33 | ||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 300 | 0.00 | 16 | -11.76 | ||||
| 2025-08-06 | 13F | 奥布莱恩格林公司 | 3,931 | -0.10 | 204 | -13.62 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 176 | 2.92 | 9 | -10.00 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 291 | -4.90 | 0 | |||||
| 2025-07-25 | 13F | CWM有限公司 | 264,925 | 5.35 | 14 | -13.33 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 2,440,406 | 5.77 | 126,437 | -8.34 | ||||
| 2025-08-14 | 13F | Xponance公司 | 93,744 | 20.52 | 4,857 | 4.43 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-04-24 | NP | UGIEX - 全球股票收益基金份额 | 8,021 | 0.00 | 486 | -8.47 | ||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 4,000 | 0.00 | 207 | -13.39 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 37,265 | -0.86 | 1,931 | -14.11 | ||||
| 2025-08-05 | 13F | 联合财富合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 35,710 | 7.84 | 2 | 0.00 | ||||
| 2025-06-26 | NP | SGIDX - Steward Global 股票收益基金 A 类 | 59,844 | 7.86 | 3,396 | 1.77 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 22,885 | 1.43 | 1,186 | -12.16 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 5,386 | 42.19 | 279 | 23.45 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 230,156 | -4.46 | 11,924 | -17.21 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 92,614 | 3.33 | 4,798 | -10.45 | ||||
| 2025-07-28 | NP | UGE - ProShares 超级消费品 | 2,379 | 96.61 | 129 | 76.71 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 1,085 | 0.00 | 62 | -6.15 | ||||
| 2025-05-12 | 13F | Ccm投资集团有限责任公司 | 52,315 | 10.40 | 3,092 | 3.00 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 68,637 | -0.57 | 3,556 | -13.84 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 357 | 0.00 | 18 | -14.29 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,141 | 4.44 | 121 | -1.63 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 3,358,233 | -1.21 | 173,990 | -14.40 | ||||
| 2025-08-08 | 13F | 詹森投资管理公司 | 125,215 | 2.01 | 6,487 | -11.60 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 5,827 | 57.19 | 372 | 67.87 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 9,052 | -2.56 | 469 | -15.68 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 65,701 | -2.01 | 3 | -25.00 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 4,118 | 0.00 | 223 | -10.44 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 8,558 | -22.55 | 464 | -30.64 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 703 | 0.00 | 36 | -14.29 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 300 | 0.00 | 16 | -11.76 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 323,283 | 1.24 | 19,329 | -5.08 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 48 | 0.00 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 1,490 | 0 | ||||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 1,726 | 2.68 | 94 | -7.92 | ||||
| 2025-06-26 | NP | NUMV - Nuveen ESG 中盘价值 ETF | 39,908 | 2,264 | ||||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 5,207 | 1.07 | 270 | -12.66 | ||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 9,180 | 9.29 | 476 | -5.38 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 44,718 | 80.28 | 2,317 | 56.17 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 82,135 | -39.07 | 4,255 | -47.20 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 67,210 | -43.97 | 3,482 | -51.45 | ||||
| 2025-06-26 | NP | LSVEX - LSV 价值股票基金机构类别股票 | 135,100 | 0.00 | 7,666 | -5.65 | ||||
| 2025-07-31 | 13F | 城邦银行 | 2,842 | 0.00 | 147 | -13.02 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 2,762 | -2.81 | 143 | -15.38 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 5,987 | -7.29 | 310 | -19.69 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 39,459 | 5.51 | 2,044 | -8.55 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 76,300 | 0.00 | 3,953 | -13.33 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 948,400 | 1.84 | 49,137 | -11.76 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 70,199 | 1.56 | 3,983 | -4.16 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 1,895 | 0.00 | 98 | -13.27 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 174,543 | 5.58 | 9,043 | -8.51 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 42,818 | -4.21 | 2,323 | -14.25 | ||||
| 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 | 4 | -99.94 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 11,668 | -13.04 | 605 | -24.69 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,384 | 14.66 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 22,978 | -3.30 | 1,190 | -16.20 | ||||
| 2025-07-21 | 13F | 科德角五美分储蓄银行 | 3,987 | 0.00 | 294 | 0.00 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 4,909 | 254 | ||||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 4,634 | -0.90 | 240 | -13.98 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 945 | -13.93 | 49 | -26.15 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 24,960 | 38.05 | 1,293 | 19.61 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 7,301 | -18.26 | 378 | -29.21 | ||||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 10,630 | 551 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 8,478 | 439 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 133,826 | 5.70 | 6,934 | -8.40 | ||||
| 2025-07-22 | 13F | 回声财富管理有限责任公司 | 31,447 | 10.96 | 1,629 | -3.84 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 18,461 | -15.43 | 956 | -26.74 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 6,946,541 | -10.60 | 359,900 | -22.53 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 533 | -2.38 | 28 | -15.62 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,343,007 | 1.52 | 132,942 | -4.22 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 8,125 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 7,120 | -21.72 | 369 | -32.23 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 254,290 | 0.00 | 13,175 | -13.35 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 10,546 | -0.24 | 546 | -13.61 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 59 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 8,823 | 162.20 | 457 | 127.36 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 1,359 | 0.00 | 77 | -4.94 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 635 | 36 | ||||||
| 2025-07-24 | 13F | 路易斯堡投资公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | 安全退休顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 61,951 | 3,704 | ||||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 31,040 | -65.68 | 1,608 | -70.26 | ||||
| 2025-06-25 | NP | FSTA - 富达 MSCI 必需消费品指数 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 | 265,495 | 9.46 | 15,064 | 3.27 | ||||
| 2025-04-28 | 13F | 主流资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 960 | 0.00 | 50 | -14.04 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 24,568 | -90.78 | 1,307 | -91.79 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 93,028 | -1.42 | 4,820 | -14.59 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 2,620 | -7.71 | 142 | -17.44 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 8,467 | -5.72 | 439 | -18.44 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 50,771 | 1.71 | 2,755 | -8.96 | ||||
| 2025-08-26 | NP | FDL - 第一信托晨星股息领先指数基金 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 | 843,765 | 242.95 | 43,715 | 162.38 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 1,740 | 0.00 | 90 | -13.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 10,238 | -6.95 | 530 | -19.33 | ||||
| 2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 3,054 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 6,065 | 9.81 | 314 | -4.85 | ||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 3,107 | -3.00 | 169 | -13.40 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 6,398 | 14.82 | 331 | -0.60 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 1,870 | -5.08 | 97 | -17.95 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 15 | -84.04 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 836 | 0.00 | 44 | -10.20 | ||||
| 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 | 136,115 | 0.74 | 7,723 | -4.95 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 10,780 | 5.81 | 559 | -8.37 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 乐观退休集团有限责任公司 | 34,104 | 3.10 | 1,767 | -10.67 | ||||
| 2025-08-06 | 13F | 南州公司 | 3,326 | 44.17 | 172 | 25.55 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 3,980 | 0.00 | 206 | -13.08 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 196 | 284.31 | 10 | 233.33 | ||||
| 2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 30,285 | 26.27 | 1,569 | 9.41 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 23,700 | 216.00 | 1,228 | 173.88 | ||||
| 2025-08-05 | 13F | Accucest全球顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 5 | 0 | ||||||
| 2025-08-04 | 13F | 新月英镑有限公司 | 9,107 | -25.40 | 472 | -35.39 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 5,213 | -6.58 | 270 | -18.92 | ||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 5,722 | 0.00 | 0 | |||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 2,878 | 31.24 | 156 | 18.18 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 17,453 | 111.27 | 904 | 83.37 | ||||
| 2025-06-26 | NP | LSVMX - LSV 美国管理波动性基金机构类别股票 | 4,300 | 0.00 | 244 | -5.81 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 2,983 | -25.11 | 155 | -35.29 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 389 | 0.00 | 20 | -13.04 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 7,219 | 6.47 | 374 | -7.65 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 45,695 | 9.16 | 2,367 | -5.40 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 22,521 | -0.07 | 1 | 0.00 | ||||
| 2025-05-08 | 13F | 安吉斯财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 拉拉威金融公司 | 2,698 | -6.90 | 140 | -19.65 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 154,000 | 2,578.26 | 7,979 | 2,225.95 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 29,449 | 2.80 | 1,526 | -10.92 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 141 | 0.00 | 7 | -12.50 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 5,197 | -0.25 | 269 | -13.50 | ||||
| 2025-07-30 | 13F | Greatmark 投资伙伴公司 | 51,756 | -0.84 | 2,681 | -14.07 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 10,675 | -14.33 | 606 | -19.23 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 1,603 | 131.65 | 0 | |||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 30,401 | 16.15 | 1,575 | 0.70 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 1,121,700 | 71.02 | 58,115 | 48.19 | |||
| 2025-08-07 | 13F | 中西部信托公司 | 50,335 | 2,608 | ||||||
| 2025-08-12 | 13F | 银色信托公司 | 11,661 | 4.56 | 604 | -9.31 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 1,384 | -21.68 | 79 | -26.42 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 12,714 | 4.17 | 659 | -9.74 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 24,204 | 29.47 | 1,373 | 22.15 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 184 | 10 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 327,500 | -19.30 | 16,968 | -30.07 | |||
| 2025-08-13 | 13F | 法国集团 | Put | 4,000 | 0.00 | 206 | -14.23 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 2,207,446 | 29.23 | 114,368 | 11.98 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 136 | 28.30 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 16,923 | -26.04 | 877 | -35.96 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 40,532 | -2.93 | 2,100 | -15.91 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 16,608 | 22.80 | 860 | 6.44 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 241 | 50.62 | 14 | 40.00 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 39,494 | -7.76 | 2,046 | -20.08 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,442 | 0.00 | 82 | -5.81 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 649,383 | -3.39 | 33,645 | -16.28 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 100 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | 财富集团有限公司 | 8,260 | 0.11 | 428 | -13.39 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 达戴维森公司 | 64,320 | -3.59 | 3,332 | -16.45 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 11,519 | 3.46 | 597 | -10.38 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 24,773 | 0.00 | 1,406 | -5.64 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 10,305 | 1,023.77 | 559 | 916.36 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 467,207 | 9.54 | 24,205 | -5.08 | ||||
| 2025-05-07 | 13F | 综合投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 8,208 | 0.00 | 425 | -13.27 | ||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 27,841 | 50.73 | 1,442 | 30.62 | ||||
| 2025-06-26 | NP | OWSMX - 老韦斯特伯里中小型股策略基金 | 3,990 | -90.72 | 226 | -91.26 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 15,878 | 26.67 | 823 | 9.75 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 209,519 | 12.06 | 11,888 | 5.73 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 12,119 | 0.06 | 628 | -13.40 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 166,200 | -33.57 | 8,396 | -43.23 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 147,900 | 35.81 | 7,472 | 16.06 | |||
| 2025-06-18 | NP | OFVIX - O'Shaughnessy 市场领导者价值基金 I 类 | 80,592 | -26.71 | 4,573 | -30.86 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 5,677 | 7.60 | 294 | -6.67 | ||||
| 2025-07-08 | 13F | 合伙财富管理有限责任公司 | 6,000 | 0.00 | 311 | -13.41 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 86,668 | -0.39 | 4,490 | -13.69 | ||||
| 2025-03-19 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 76,685 | 3.52 | 3,973 | -10.30 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 106,445 | -1.96 | 5,515 | -15.05 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 220 | 0.00 | 11 | -15.38 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,217,637 | -10.80 | 63,086 | -22.71 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 26 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 31,136 | 2.96 | 1,613 | -10.79 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 8,712 | -4.39 | 451 | -17.10 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 1,718 | -56.26 | 89 | -61.97 | ||||
| 2025-04-25 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 15,637 | 62.65 | 948 | 36.46 | ||||
| 2025-07-07 | 13F | 威尔逊和鲍彻资本管理有限责任公司 | 11,979 | 0.00 | 621 | -13.41 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 31 | 3.33 | 2 | 0.00 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,953,956 | 0.01 | 377,322 | -10.48 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 5,349 | -0.67 | 290 | -11.04 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 10,305 | 73.05 | 534 | 49.72 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | Put | 300 | 16 | |||||
| 2025-07-24 | 13F | 东方银行 | 19,055 | -23.22 | 987 | -33.45 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 229,870 | -2.86 | 13,043 | -8.35 | ||||
| 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 | 142,079 | 0.00 | 7,361 | -13.34 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -236,402 | 564.44 | -12,248 | 475.79 | |||
| 2025-07-28 | NP | PAWZ - ProShares 宠物护理 ETF | 13,130 | -6.61 | 712 | -16.43 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 91 | 1.11 | 5 | -20.00 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 6,307 | -3.65 | 327 | -16.62 | ||||
| 2025-08-05 | 13F | SS&H 财务顾问公司 | 14,608 | -9.31 | 757 | |||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 58,973 | 0.15 | 3,055 | -13.21 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 31,150 | 58.95 | 1,614 | 37.75 | ||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 普罗穆斯资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 392,579 | 955.15 | 20 | 900.00 | ||||
| 2025-07-14 | 13F | RH Dinel 投资顾问公司 | 1,066 | 0.00 | 55 | -12.70 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 31 | -22.50 | 2 | -50.00 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 12,509 | 0.11 | 648 | -13.25 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 5,145 | 4.76 | 267 | -9.22 | ||||
| 2025-07-28 | 13F | WJ财富管理有限责任公司 | 11,400 | 0.00 | 591 | -13.36 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 9,943 | 515 | ||||||
| 2025-04-22 | 13F | 卡斯尔维尤合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 10,796 | -10.08 | 545 | -23.13 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 23,977 | -13.46 | 1,242 | -25.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,547 | 0.00 | 80 | -13.04 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 50,455 | 20.79 | 2,614 | 4.69 | ||||
| 2025-05-15 | 13F | 德肖公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 44,729 | 1.18 | 2,317 | -12.33 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 36,158 | -21.02 | 2 | -50.00 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 135,883 | 8.97 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | DoubleLine ETF 顾问 LP | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,913,957 | 2.76 | 99,162 | -10.95 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 347 | 18 | ||||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | Short | -12,589 | -0.00 | -652 | -13.30 | |||
| 2025-07-28 | 13F | 埃德姆普公司 | 6,188 | 0.00 | 321 | -13.28 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 7,438 | -5.30 | 0 | |||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 29,232 | 1.68 | 1,659 | -4.11 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 288 | 69.41 | 15 | 50.00 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 836 | 0.00 | 43 | -12.24 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 15,647 | 8.08 | 811 | -6.36 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 14,144 | 37.16 | 733 | 18.83 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 2,170 | 0.00 | 112 | -13.18 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 250,684 | 1,035.91 | 12,988 | 884.61 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 2,970 | -7.42 | 161 | -17.01 | ||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,093 | -3.31 | 3,239 | -8.79 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 340 | 0.00 | 19 | -5.00 | ||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 12,085,292 | 1.81 | 626,139 | -11.78 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 4,840 | -24.82 | 251 | -34.90 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 56,048 | 2.70 | 2,904 | -11.01 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 24,787 | 92.60 | 1,284 | 66.97 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 2,213,506 | 67.83 | 114,682 | 45.43 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 48 | -52.94 | 2 | -66.67 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 4,853 | 0.00 | 251 | -13.45 | ||||
| 2025-07-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 226 | -30.03 | 12 | -36.84 | ||||
| 2025-06-05 | NP | GWILX - 女性领导力美国股票投资组合 | 1,372 | -42.16 | 78 | -45.77 | ||||
| 2025-04-25 | 13F | 阿维迪安财富解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 162,298 | 50.30 | 8,409 | 30.24 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 1,692 | -91.49 | 88 | -92.68 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 91,121 | 0.30 | 4,721 | -13.09 | ||||
| 2025-08-08 | 13F | 纽约信托银行 | 15,171 | 0.00 | 786 | -13.34 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 1,097 | -10.38 | 62 | -15.07 | ||||
| 2025-05-27 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 347 | 0.00 | 21 | -9.09 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 10,332 | 0.00 | 535 | -13.29 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 6,655 | -31.43 | 361 | -38.61 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 4,620 | -72.90 | 239 | -76.55 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 112,538 | 1.81 | 5,831 | -11.77 | ||||
| 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 | 214 | -60.00 | 11 | -64.52 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 19 | -94.26 | 1 | -100.00 | ||||
| 2025-05-05 | 13F | PCA投资咨询服务公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 18,500 | -44.61 | 1,106 | -48.05 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 9,770 | 0.00 | 506 | -13.36 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 6,725 | -25.59 | 552 | 2.04 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 5,757 | 9.66 | 298 | -4.79 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 288,269 | -58.62 | 14,935 | -64.14 | ||||
| 2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 398,775 | 8.90 | 21,638 | -2.53 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 722 | -1.90 | 39 | -11.36 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 4,218 | 219 | ||||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 17,001 | 1.35 | 881 | -12.18 | ||||
| 2025-08-14 | 13F | 维德曼金融服务公司 | 17,217 | -1.31 | 892 | -14.48 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -939,570 | -15.50 | -48,679 | -26.78 | |||
| 2025-05-22 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 45,940 | -2.43 | 2,747 | -8.53 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 39,888 | 5.61 | 2,067 | -8.50 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 430 | -5.08 | 22 | -18.52 | ||||
| 2025-05-30 | NP | 加贝利股权信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 14,419 | -0.69 | 747 | -13.94 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 7,516 | 6.31 | 389 | -7.82 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 129,137 | 7.13 | 6,691 | -7.17 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 5,389 | -0.24 | 279 | -13.35 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 15,972 | 14.40 | 906 | 7.99 | ||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 6,298 | -9.56 | 326 | -21.63 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 998 | 19.52 | 52 | 4.08 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 333,309 | 192.32 | 17,269 | 153.31 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 6,244,508 | 33.55 | 323,528 | 15.72 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 77,457 | -40.93 | 4,395 | -44.28 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 20 | -54.55 | 1 | -50.00 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 394,194 | 13.58 | 21,389 | 1.66 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 113 | 6 | ||||||
| 2025-03-27 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 88,222 | 17.38 | 5,306 | 3.78 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,156 | 1.03 | 714 | -9.63 | ||||
| 2025-05-12 | 13F | 花旗集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 2,700 | -0.59 | 140 | -8.55 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 16,509 | -8.55 | 855 | -20.76 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 11,086 | -4.35 | 602 | -14.39 | ||||
| 2025-05-13 | 13F | 瑞银集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 12,784 | 64.15 | 662 | 42.37 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 53,636 | 10.42 | 2,910 | -1.15 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 23,459 | 1.12 | 1,331 | -4.59 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 7,183 | -4.73 | 372 | -17.33 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 4,005 | 207 | ||||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 16,745 | 21.09 | 1 | |||||
| 2025-08-11 | 13F | 先锋集团公司 | 69,346,225 | 0.84 | 3,592,828 | -12.61 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 680 | -12.82 | 35 | -23.91 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 9,116 | -28.41 | 472 | -37.98 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21 | 16.67 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | 新桥金融服务集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 47,400 | 1.50 | 2,834 | -4.84 | ||||
| 2025-05-13 | 13F | 旅程咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 705,557 | 0.56 | 36,555 | -12.87 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 1,840,477 | -0.93 | 95,355 | -14.16 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 58,945 | 25.28 | 3,054 | 8.53 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 35,489 | 5.36 | 2,122 | -1.21 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 11,093 | 97.52 | 575 | 71.34 | ||||
| 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 | 12,283 | 5.01 | 636 | -9.01 | ||||
| 2025-04-25 | 13F | KJ 哈里森合伙人公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 实谈资本有限责任公司 | 4,772 | -5.65 | 247 | -18.21 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 25,919 | -2.33 | 1,343 | -15.38 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 51,814 | -1.76 | 2,684 | -14.87 | ||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 4,464 | -18.33 | 231 | -29.14 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 13,104 | -2.90 | 679 | -15.88 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 695 | -8.31 | 36 | -20.00 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 12,920 | -0.14 | 669 | -13.45 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 57,053 | -11.26 | 2,956 | -23.11 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,868,825 | 727.27 | 96,824 | 616.89 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 4,157 | 24.87 | 215 | 8.04 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | 詹姆斯投资研究公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 图 8 投资策略有限责任公司 | 14,694 | -39.04 | 761 | -47.19 | ||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 110,275 | -1.84 | 5,713 | -14.93 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 11,132 | -5.99 | 577 | -18.53 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 4,880 | 0.00 | 253 | -13.40 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 49,389 | -2.31 | 2,559 | -15.35 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 6,715 | 0.00 | 348 | -13.47 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 9,157 | -6.09 | 474 | -18.70 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 495,556 | -5.17 | 25,675 | -17.83 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 621 | 3,005.00 | 32 | 3,100.00 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 27,452 | 1,422 | ||||||
| 2025-04-25 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 3,390 | 0.00 | 206 | -8.48 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 2,434 | 0.00 | 132 | -10.20 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 14,516 | 0.02 | 752 | -13.26 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 102 | 59.38 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 12,136 | 24.38 | 629 | 7.72 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 6,024 | 0.43 | 312 | -12.85 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 20,048 | -17.74 | 1 | 0.00 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 3,157 | 1.32 | 171 | -9.04 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 5,323 | -7.33 | 276 | -19.83 | ||||
| 2025-08-26 | NP | MFRFX - MFS研究基金A | 469,193 | -4.82 | 24,309 | -17.52 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 745 | 0.00 | 39 | -13.64 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 518 | 0.00 | 27 | -13.33 | ||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 2,425 | -10.91 | 132 | -20.61 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 39,832 | 22.53 | 2,260 | 15.66 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 11,500 | -2.54 | 596 | -15.60 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 112,141 | -5.40 | 5,810 | -18.02 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 7,444 | -8.52 | 386 | -20.78 | ||||
| 2025-03-27 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 2,500 | -37.50 | 150 | -44.85 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 206,921 | 7.45 | 10,721 | -6.89 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 5,806 | 4.35 | 301 | -9.64 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 37,500 | 443.08 | 1,943 | 371.36 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 58,239 | 4.20 | 3,017 | -9.70 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 4,033 | 0.00 | 209 | -13.69 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 94,635 | 13.37 | 4,903 | -1.76 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 4,938 | -0.42 | 256 | -8.93 | ||||
| 2025-05-06 | 13F | 瑞士宝盛银行，苏黎世 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 80,300 | -18.56 | 4,160 | -29.43 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 169,600 | -27.43 | 8,787 | -37.12 | |||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,499 | -2.19 | 949 | -12.45 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 7,309 | -0.03 | 377 | -13.73 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 32,843 | 0.69 | 1,702 | -12.77 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 4,425 | 229 | ||||||
| 2025-07-23 | 13F | 资本管理联营公司 | 451,154 | 23,374 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 15,642 | 17.56 | 810 | 1.89 | ||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 9,155 | 0.00 | 474 | -13.35 | ||||
| 2025-05-23 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 194 | 12 | ||||||
| 2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 620 | 0.00 | 32 | -13.51 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 1,005,592 | 5.22 | 52,100 | -8.83 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 2,028 | 0.00 | 121 | -6.20 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 16,022 | -88.82 | 958 | -89.52 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 5,169 | -4.44 | 268 | -17.34 | ||||
| 2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 5,003 | -1.96 | 259 | -15.08 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 12,470 | -5.14 | 644 | -18.09 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 25,384 | -2.14 | 1,315 | -15.16 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 3,085 | -1.59 | 160 | -14.97 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 20,200 | 34.67 | 1,047 | 9.41 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 4,582 | 0.00 | 0 | |||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 172,624 | -86.55 | 8,944 | -88.35 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 6,594 | -7.98 | 342 | -20.33 | ||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 21,527 | -0.37 | 1,115 | -13.63 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 76,589 | -1.84 | 3,968 | -14.94 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks 财富管理有限责任公司 | 7,170 | -12.23 | 353 | -23.64 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 1,371,054 | 16.07 | 74,393 | 3.90 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 29 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 20,117 | -17.36 | 1,042 | -28.38 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 13,127 | 0.00 | 680 | -13.27 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 25,928 | -10.41 | 1,343 | -22.37 | ||||
| 2025-08-04 | 13F | 墨菲波拉德资产管理有限责任公司 | 29,782 | 0.00 | 1,543 | -13.31 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 19,287 | -9.31 | 999 | -21.40 | ||||
| 2025-08-26 | NP | MDIV - 多资产多元化收益指数基金 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 | 27,362 | 3.13 | 1,418 | -10.66 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 87,856 | 40.09 | 4,487 | 27.44 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 3,130 | -7.45 | 170 | -17.56 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 34,448 | 3.68 | 1,785 | -10.17 | ||||
| 2025-07-25 | 13F | 中西部资本顾问有限公司 | 205 | 0.00 | 11 | -16.67 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 652 | 0.00 | 34 | -13.16 | ||||
| 2025-07-07 | 13F | 圣克莱尔顾问有限责任公司 | 13,986 | 0.00 | 725 | -13.40 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,126 | -7.48 | 58 | -19.44 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 2,274 | -7.90 | 118 | -20.41 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 6,929 | 175.62 | 359 | 138.67 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,157,941 | -5.80 | 59,993 | -18.37 | ||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 8,377 | -2.33 | 434 | -15.23 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,078 | 61 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 438 | 9.23 | 25 | 0.00 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 1,298 | 67 | ||||||
| 2025-07-30 | NP | QDIV - Global X S&P 500 优质股息 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,306 | -2.53 | 342 | -12.76 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 5,676 | -18.86 | 294 | -28.81 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | 资本投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 14,696 | 0.89 | 761 | -12.53 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 145,343 | 16.83 | 7,530 | 1.24 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 64,824 | -9.16 | 3,359 | -21.28 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 4,849 | -13.55 | 251 | -25.07 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,791 | 24.26 | 423 | 11.05 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 9,967 | 48.10 | 516 | 28.36 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 13,745 | 2.18 | 712 | -11.44 | ||||
| 2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 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 | 609,310 | -13.34 | 31,568 | -24.91 | ||||
| 2025-08-26 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 119 | 21.43 | 6 | 20.00 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 222,315 | 2.63 | 11,816 | -8.76 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 14,280 | 19.16 | 1 | |||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 5,566 | 6.51 | 288 | -7.69 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 15,163 | -2.86 | 786 | -15.86 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 158 | 0.00 | 8 | -11.11 | ||||
| 2025-08-11 | 13F | 凯龙资本管理有限公司 | 8,114 | 20.87 | 420 | 4.74 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 4,731 | 0.57 | 245 | -12.81 | ||||
| 2025-04-29 | 13F | 44 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 范埃克联合公司 | 133,478 | -5.86 | 7 | -25.00 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 213,817 | -0.26 | 11,078 | -13.58 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 452,374 | 7.87 | 23,437 | -6.52 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 5,297 | -9.59 | 274 | -21.71 | ||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 19,550 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 132,532 | 19.67 | 6,867 | 3.70 | ||||
| 2025-05-16 | 13F | 动态技术实验室私人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪大型公司价值基金标准 II 类 | 19,388 | -23.98 | 1,004 | -34.12 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 139,527 | -2.55 | 7,229 | -15.56 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 59,108 | -2.97 | 3,062 | -15.93 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 679,618 | 11.83 | 35,211 | -3.09 | ||||
| 2025-08-25 | NP | EHSTX - 伊顿万斯大盘价值基金 A 类 | 210,927 | 2.76 | 10,928 | -10.96 | ||||
| 2025-04-10 | 13F | 安全资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 703,847 | -6.42 | 36,466 | -18.91 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 17,152 | -14.76 | 889 | -26.18 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 5,418 | -12.05 | 266 | -21.07 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 15,721 | 0.00 | 892 | -5.61 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 2,024 | -71.38 | 105 | -75.36 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 27,875 | -24.39 | 1,444 | -34.48 | ||||
| 2025-04-22 | 13F | 协同财务管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 145,411 | -3.71 | 6,418 | -23.23 | ||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 21,070 | -1.21 | 1,092 | -14.43 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | Call | 100 | 5 | |||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 国家资产管理公司 | 6,417 | -28.76 | 332 | -42.16 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 多伦多道明银行 | 222,077 | 14.92 | 11,506 | -0.42 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 47,814 | 77.08 | 2,477 | 53.47 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 54 | -81.94 | 3 | -88.24 | ||||
| 2025-08-13 | 13F | 巴索资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 15,695 | -34.76 | 813 | -43.46 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 50,383 | 59.60 | 2,978 | 26.83 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 3,800 | 0.00 | 197 | -13.66 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 11 | -78.00 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 32,264 | -10.01 | 1,670 | -22.08 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 13,420 | -12.50 | 695 | -24.13 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 11,382 | -0.18 | 590 | -13.51 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 8,066 | 418 | ||||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 640 | 1.11 | 33 | -10.81 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 6,809 | -0.26 | 353 | -13.73 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 72,369 | -2.18 | 3,749 | -10.61 | ||||
| 2025-08-07 | 13F | 马赛克金融集团有限公司 | 8,584 | 0.00 | 0 | |||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 4,255 | -8.67 | 220 | -20.86 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 23,322 | 59.89 | 1,194 | 38.24 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 10,402 | 10.60 | 539 | -4.44 | ||||
| 2025-07-31 | 13F | 卫报财富顾问有限责任公司 | 7,885 | 2.72 | 409 | -10.92 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 5,500 | 0.00 | 285 | -13.41 | ||||
| 2025-08-01 | 13F | 华侨银行 | 348,364 | -5.31 | 18,049 | -17.79 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 19,542 | 334.17 | 1,012 | 276.21 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 143,396 | 4.87 | 7,429 | -9.13 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 150,890 | 7,818 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 360 | 5.88 | 20 | -5.00 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 203,400 | 4.90 | 11 | -9.09 | |||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 1,575,100 | 342.20 | 81,606 | 283.18 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 3,000 | 114.29 | 155 | 86.75 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 223,367 | 17.43 | 11,573 | 1.76 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 9,749 | -1.92 | 529 | -7.53 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 48,364 | 4.42 | 2,744 | -1.47 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 296,600 | 23.74 | 15 | 7.14 | |||
| 2025-06-27 | NP | PBJ - Invesco Dynamic Food & Beverage 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 | 81,707 | 4.40 | 4,636 | -1.49 | ||||
| 2025-07-22 | 13F | IFS 顾问有限责任公司 | 10 | -85.51 | 1 | -100.00 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 17,225 | -4.00 | 977 | -9.45 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 40 | -27.27 | 2 | -33.33 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 73,000 | 23.73 | 3,783 | 7.11 | ||||
| 2025-05-05 | 13F | Savoir Faire 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 6,726 | 10.14 | 348 | -4.66 | ||||
| 2025-08-07 | 13F | 商业银行 | 122,650 | -4.43 | 6,354 | -17.18 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 26,582 | -8.01 | 1,377 | -20.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 4,758 | -8.27 | 247 | -20.65 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 44,137 | -16.11 | 2,639 | -21.37 | ||||
| 2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 60,000 | 0.00 | 3,109 | -13.35 | ||||
| 2025-07-29 | NP | JNVIX - Jensen 质量价值基金 - I 股票 | 68,370 | 3.91 | 3,710 | -7.00 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 16,805 | 0.08 | 871 | -13.35 | ||||
| 2025-08-29 | NP | GCAEX - Gabelli 股票收益基金 A 类 | 1,000 | 0.00 | 52 | -13.56 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 75,906 | -1.51 | 3,933 | -14.67 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 51,514 | 50.01 | 2,669 | 29.96 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 148,936 | -0.17 | 7,716 | -13.50 | ||||
| 2025-07-18 | 13F | TruNorth 资本管理有限公司 | 1,100 | 0.00 | 57 | -13.85 | ||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 3,533 | -48.78 | 183 | -55.58 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 4,900 | 0.00 | 254 | -13.36 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 20,392 | 19.31 | 1,106 | 6.76 | ||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 11,771 | 4.38 | 610 | -9.64 | ||||
| 2025-08-29 | NP | Gabelli 医疗保健与 Wellnessrx 信托基金 | 5,000 | 0.00 | 259 | -13.09 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 10,273 | 24.18 | 532 | 7.69 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 5,583 | 13.87 | 289 | -1.37 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 1,167 | 60 | ||||||
| 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 | 75,274 | 16.64 | 4,084 | 4.40 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 572,870 | 25.38 | 29,680 | 8.65 | ||||
| 2025-05-22 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 47,698 | -10.85 | 2,852 | -16.42 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 399,127 | 12.91 | 20,679 | -2.16 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 439 | 6.81 | 23 | -8.33 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 7,104 | -0.56 | 368 | -13.82 | ||||
| 2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 3,470,126 | -33.73 | 188,289 | -40.69 | ||||
| 2025-04-17 | 13F | Copia财富管理 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 256,836 | 5,137.28 | 14,573 | 4,468.03 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 565 | 34 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,448,870 | -12.76 | 74,920 | -24.50 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 83,700 | 85.18 | 4,319 | 59.93 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 161,000 | 93.05 | 8,308 | 66.71 | |||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 1,485 | 0.00 | -350 | -515.48 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 389 | -64.34 | 20 | -69.23 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 1,637,955 | 84,862 | ||||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 574,039 | 9.86 | 29,741 | -3.71 | ||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 97,978 | 68.12 | 5,076 | 45.69 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 135 | -40.00 | 7 | -53.85 | ||||
| 2025-05-05 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | 熵技术有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 1,500 | 0.00 | 91 | -9.09 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 80,875 | 0.00 | 4,190 | -13.34 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 203,543 | 9.89 | 10,546 | -4.78 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 1,246 | 0.00 | 65 | -13.51 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 14,282 | 5.37 | 740 | -8.77 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 46,987 | 0.00 | 2,434 | -12.48 | ||||
| 2025-07-15 | 13F/A | 吴咨询有限责任公司 | 7,272 | 377 | ||||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 207,600 | 0.00 | 10,756 | -13.35 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 713 | -34.77 | 37 | -44.62 | ||||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 6,074 | -16.78 | 315 | -27.98 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 全国基金 I 类 | 50,887 | 0.00 | 2,636 | -13.35 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 双创资本管理公司 | 5,744 | -3.14 | 298 | -16.10 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 12,421 | -7.34 | 644 | -19.73 | ||||
| 2025-08-27 | NP | RYCIX - 消费品基金投资者类别 | 13,316 | 3.93 | 690 | -10.05 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 25,854 | -39.78 | 1,403 | -46.12 | ||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 6,381 | 33.97 | 331 | 16.20 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 119,611 | 9.53 | 6,197 | -5.09 | ||||
| 2025-08-15 | 13F | Kestra 投资管理有限责任公司 | 1,829 | 0.00 | 109 | 0.00 | ||||
| 2025-08-29 | NP | GAGAX - Gabelli 全球上升收入和股息基金 A 类 | 2,100 | 0.00 | 109 | -13.60 | ||||
| 2025-05-14 | 13F | 安盟资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 4,165 | -3.12 | 216 | -16.34 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 肯尼迪投资集团 | 34,474 | -0.65 | 1,786 | -13.89 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 2,096,129 | -9.85 | 118,934 | -14.95 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 5,410 | 280 | ||||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 4,184 | 5.02 | 217 | -6.49 | ||||
| 2025-07-31 | 13F | 中央银行 | 350 | 0.00 | 18 | -10.00 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 34,179 | -2.71 | 1,771 | -15.71 | ||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 6,390 | -0.78 | 331 | -14.03 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 47,309 | 2,451 | ||||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 10,496 | -2.24 | 544 | -15.29 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 9,042 | -50.77 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 德纳投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 363,027 | -2.08 | 18,808 | -15.15 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 81,456 | -27.90 | 4,220 | -37.53 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 12,665 | 71.68 | 656 | 48.75 | ||||
| 2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | 旧港顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 177,331 | 9,188 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 18 | 38.46 | 1 | |||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 21,954 | 2.59 | 1,246 | -3.19 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 488,024 | 4.99 | 27,690 | -0.94 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 38,140 | 0.00 | 1,976 | -13.33 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 5,955 | -1.78 | 319 | -13.35 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 865 | -19.23 | 45 | -31.25 | ||||
| 2025-04-01 | NP | RISEX - 多米尼国际机会基金投资者股票 | 1,349 | -6.90 | 81 | -17.35 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 38,303 | 8.10 | 2,304 | -3.15 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 7,119 | 27.60 | 369 | 10.51 | ||||
| 2025-08-27 | 13F | 赛普拉斯资本顾问有限责任公司 | 15,587 | -0.42 | 808 | -13.69 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 1,625 | 0.00 | 84 | -13.40 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 11,261 | -0.88 | 583 | -14.14 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | 威尔纳和海勒有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 伯明翰资本管理公司/等 | 4,440 | -67.90 | 230 | -72.19 | ||||
| 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 | 9,757 | 41.69 | 506 | 22.87 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 8,142 | 0.72 | 422 | -12.84 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 9,200 | 0.00 | 477 | -13.45 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 41,100 | -16.80 | 2,129 | -27.90 | |||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 7,898 | -5.95 | 409 | -18.53 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,500 | -12.74 | 181 | -24.27 | ||||
| 2025-07-17 | 13F | 斯特林投资顾问有限公司 | 21,175 | -5.57 | 1,097 | -18.13 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 185 | -46.06 | 0 | |||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 83,000 | -29.72 | 4,300 | -39.10 | ||||
| 2025-05-01 | 13F | 菲德利斯资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 16,168 | -5.40 | 838 | -18.02 | ||||
| 2025-05-13 | 13F | 卡姆登资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 18,243 | -9.62 | 990 | -19.13 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 1,862 | 0.32 | 106 | -5.41 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 98,787 | -9.26 | 5,118 | -21.36 | ||||
| 2025-08-13 | 13F | 挪威银行 | 8,058,447 | 417,508 | ||||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 24,396 | -48.38 | 1,324 | -53.81 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 38,757 | 5.63 | 2,008 | -8.44 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 501,734 | -2.02 | 25,995 | -15.10 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 20,321 | 0.00 | 1,053 | -13.34 | ||||
| 2025-05-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,766 | 0.00 | 3,865 | -8.52 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 9,613 | 16.61 | 498 | 1.22 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 524 | 101.54 | 27 | 80.00 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 82,037 | 4.88 | 4 | 0.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 91,554 | -2.54 | 4,743 | -15.54 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 5,919 | 7.97 | 307 | -6.42 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 13,087 | 8.15 | 678 | -6.22 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 10 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 德肖公司 | 342,812 | -40.12 | 17,761 | -48.11 | ||||
| 2025-05-15 | 13F | 布朗资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 13,089 | -91.77 | 678 | -92.87 | ||||
| 2025-08-07 | 13F | 基调金融服务有限公司 | 7,396 | 6.02 | 383 | -8.15 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 11,566 | -24.51 | 599 | -34.61 | ||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | HWLIX - Hotchkis & Wiley 大盘价值基金 I 类 | 32,400 | -2.70 | 1,679 | -15.72 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 23,460 | 37.06 | 1,215 | 18.77 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 25,741 | -12.12 | 1,334 | -23.87 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 151 | 4.86 | 8 | -12.50 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 7,411 | -9.78 | 384 | -22.00 | ||||
| 2025-08-08 | 13F | KBC 集团 | 522,105 | -18.01 | 27 | -28.95 | ||||
| 2025-05-15 | 13F | 舍布鲁克公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 4,015 | 208 | ||||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 14,848 | 0.59 | 769 | -12.81 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 12,213 | -4.75 | 633 | -17.49 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 160 | 4.58 | 8 | -11.11 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,659,100 | 6.72 | 85,958 | -7.53 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 5,141 | -17.47 | 266 | -28.49 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 32,924 | -9.20 | 1,868 | -14.31 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 4,171 | -11.35 | 216 | -23.13 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 1,458 | 0.00 | 76 | -13.79 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 7,136 | 31.88 | 370 | 14.24 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 11,942 | 0.00 | 619 | -13.45 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 18,280 | 0.00 | 947 | -13.28 | ||||
| 2025-05-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,992 | 0.00 | 119 | -6.30 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 377,585 | 0.08 | 19,563 | -13.28 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 4,856 | 252 | ||||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 2,014 | 0.00 | 104 | -13.33 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 14,100 | -4.08 | 731 | -16.86 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 60,805 | -0.26 | 3,150 | -13.58 | ||||
| 2025-08-14 | 13F | 岩点顾问有限责任公司 | 90,830 | 50.46 | 4,706 | 30.37 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 7,101 | -6.58 | 368 | -19.16 | ||||
| 2025-08-07 | 13F | 斯科公司 | 15,646 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 407 | 22.59 | 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 | 7,262 | 394 | ||||||
| 2025-07-23 | 13F | 1 北方财富服务有限公司 | 19,573 | -1.07 | 1,014 | -14.21 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 38 | 0.00 | 2 | -50.00 | ||||
| 2025-08-01 | 13F | 莫特科 | 45,115 | 0.23 | 2,210 | -17.91 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 54 | -28.95 | 3 | -50.00 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 6,846 | -23.21 | 355 | -33.58 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 266 | 1.53 | 14 | -6.67 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 67,050 | -10.73 | 3,474 | -22.65 | ||||
| 2025-08-14 | 13F | 联信银行 | 147,491 | -2.62 | 7,642 | -15.62 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 57,680 | 4.54 | 3,130 | -6.43 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 4,808 | 249 | ||||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 6,893,685 | -1.32 | 357,093 | -14.50 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 43,352 | -6.49 | 2,246 | -18.95 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 882 | 46 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 23 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 72,057 | 214.88 | 3,733 | 176.11 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 19,307,064 | 1.40 | 1,000,299 | -12.14 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 902 | 16.84 | 47 | 0.00 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 108,964 | 44.72 | 6,183 | 36.53 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 8 | -78.38 | 0 | -100.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 847 | 283.26 | 44 | 230.77 | ||||
| 2025-07-14 | 13F | 创始人资本管理有限公司 | 4,000 | -33.31 | 207 | -42.18 | ||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 135 | 0.00 | 7 | -25.00 | ||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 200 | 0.00 | 10 | -9.09 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 9,137 | 1.84 | 473 | -11.75 | ||||
| 2025-07-14 | 13F | 战略规划公司 | 58,331 | 3,488 | ||||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 5,456 | 0.00 | 283 | -13.50 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 857 | -7.05 | 44 | -20.00 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 123 | 192.86 | 6 | 200.00 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 7,624 | -1.12 | 395 | -14.35 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 5,287 | 0.00 | 300 | -5.68 | ||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 96,192 | -6.67 | 4,984 | -19.13 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 36 | 0.00 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 11,839 | 613 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 202,279 | 44.46 | 10,480 | 25.18 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 96 | -38.46 | 5 | -50.00 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 455,620 | 2.00 | 25,852 | -3.77 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 17 | 1 | ||||||
| 2025-08-14 | 13F | TCW集团公司 | 25,023 | 0.07 | 1,296 | -13.31 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 38,095 | 0.00 | 1,974 | -13.35 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 354,500 | -41.05 | 19,235 | -47.23 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 700 | 0.00 | 36 | -12.20 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 384,061 | 19.93 | 19,898 | 3.93 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 17,032 | 0.00 | 966 | -5.66 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 99,939 | -23.60 | 5,178 | -33.80 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奥本海默公司 | 65,742 | -0.58 | 3,406 | -13.84 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 500 | 0.00 | 26 | -13.79 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 9,602 | -4.68 | 479 | -20.60 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 51 | 0.00 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | 佛罗里达财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 6,681 | -9.13 | 0 | |||||
| 2025-05-12 | 13F | 摩根大通公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 9,975 | -9.74 | 1 | |||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 16,042 | -1.33 | 831 | -14.51 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 452 | 20.21 | 23 | 4.55 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,990 | 0.09 | 2,227 | -13.28 | ||||
| 2025-05-07 | 13F | 安吉利斯财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 2,712,357 | -19.28 | 140,527 | -30.05 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 19,412 | -10.63 | 1,006 | -22.57 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通中盘价值基金服务类别 | 53,594 | -16.62 | 2,777 | -27.75 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 68,158 | -7.12 | 3,531 | -19.51 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 23,672 | -2.82 | 1,226 | -15.80 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 12,576 | -41.04 | 616 | -51.76 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 8,464 | -35.52 | 480 | -39.16 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 214,821 | -4.14 | 11 | -15.38 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 472 | -39.33 | 24 | -47.83 | ||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 5,255,234 | 0.04 | 298,182 | -5.62 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 434,615 | -0.84 | 23 | -15.38 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 829 | 45 | ||||||
| 2025-04-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 19,452 | 20.12 | 1,179 | 9.88 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 4,852 | 22.46 | 251 | 6.36 | ||||
| 2025-07-17 | 13F | 人民金融服务公司 | 12,466 | -0.94 | 646 | -14.23 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 2,743 | 16.77 | 156 | 9.93 | ||||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 4,060 | -2.40 | 210 | -15.32 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 11,248 | 468.37 | 583 | 393.22 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 29,275 | 2.81 | 15 | -11.76 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 45,181 | 36.56 | 2,452 | 22.24 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 183 | 1.10 | 9 | -10.00 | ||||
| 2025-06-23 | NP | IYK - iShares 美国消费品 ETF | 377,439 | 17.71 | 21,416 | 11.06 | ||||
| 2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 20,326 | -32.04 | 1,153 | -42.55 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 4,221 | 3.71 | 219 | -10.29 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 555 | 0.00 | 33 | -5.71 | ||||
| 2025-04-21 | NP | EAFVX - 伊顿万斯重点价值机会基金 A 类 | 89,620 | 39.45 | 5,433 | 27.57 | ||||
| 2025-06-23 | NP | CNPIX - 消费品超行业深度投资者类别 | 2,011 | 127.23 | 114 | 115.09 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 7,609 | -5.11 | 394 | -17.75 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 5,691 | -6.74 | 295 | -19.23 | ||||
| 2025-06-26 | NP | CVAR - 品种 ETF | 2,617 | 148 | ||||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 757 | 0.00 | 39 | -13.33 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 150,270 | -18.69 | 7,785 | -29.54 | ||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 2,455 | -61.25 | 0 | |||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 61,444 | -4.82 | 3 | 0.00 | ||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 4,014 | -86.03 | 208 | -87.94 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 1,786,580 | 102.02 | 92,563 | 75.06 | ||||
| 2025-07-29 | NP | YALL - 上帝保佑美国 ETF | 16,706 | -9.21 | 906 | -18.74 | ||||
| 2025-04-25 | 13F | 贸易风资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 道德公司 | 124,210 | 5.90 | 6,275 | -10.41 | ||||
| 2025-06-30 | 13F | 沙特基础工业公司养老基金 | 21,000 | -12.50 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 46,383 | -5.08 | 2,403 | -17.73 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 878,100 | 20.11 | 45,494 | 4.08 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 396,400 | 41.52 | 20,537 | 22.63 | |||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 60,169 | 3,414 | ||||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 7,092 | 0 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 51,839 | -0.88 | 2,686 | -14.11 | ||||
| 2025-05-12 | 13F | Meridian 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 4,620 | -72.90 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 巴里投资顾问有限公司 | 8,175 | 0.11 | 424 | -13.32 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,343 | 10.94 | 121 | -3.97 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 47,237 | -0.21 | 2,447 | -13.53 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 76,488 | -9.06 | 3,963 | -20.30 | ||||
| 2025-07-21 | 13F | 铂金投资管理有限公司 | 4,535 | 0.00 | 235 | -13.65 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 720,123 | -7.30 | 37,310 | -19.67 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33 | 22.22 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 595,536 | 177.34 | 30,855 | 140.33 | ||||
| 2025-07-25 | 13F | 第1858章 | 5,450 | 0.00 | 282 | -13.23 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -272,381 | -14.13 | -14,112 | -25.59 | |||
| 2025-07-24 | 13F | NavPoint 金融公司 | 8,145 | 0.00 | 422 | -13.37 | ||||
| 2025-05-14 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 415,400 | -19.31 | 21,522 | -30.08 | |||
| 2025-07-30 | 13F | 康纳斯投资者服务公司 | 3,950 | 0.00 | 205 | -13.56 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 26,708 | -50.59 | 1,384 | -57.20 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 1,020 | 0.00 | 53 | -13.33 | ||||
| 2025-07-09 | 13F | Krilogy金融有限责任公司 | 13,649 | -5.80 | 707 | -18.36 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 393 | 0.00 | 20 | -13.04 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 71,500 | -85.27 | 3,704 | -87.24 | |||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 16,917 | 21.56 | 876 | 5.29 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 5,051 | 0 | ||||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 73,098 | 1.86 | 4 | -25.00 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 12,641 | 12.84 | 655 | -2.24 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 127,218 | -43.19 | 6,591 | -50.77 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 6,757 | -0.46 | 350 | -13.58 | ||||
| 2025-05-13 | 13F | 塞卡诺管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 14,996 | -6.49 | 777 | -19.00 | ||||
| 2025-06-30 | NP | VMNVX - 先锋全球最低波动性基金 Admiral Shares | 511,535 | 0.00 | 29,024 | -5.65 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 143,616 | 8.33 | 7,441 | -6.13 | ||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 3,992 | 207 | ||||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 8,771 | -2.13 | 454 | -15.30 | ||||
| 2025-04-18 | NP | FLV - 美国世纪专注大盘价值 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 | 62,788 | -18.71 | 3,806 | -25.62 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 5,248 | 19.30 | 272 | 3.04 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 公平信托公司 | 4,794 | -49.92 | 248 | -56.64 | ||||
| 2025-07-29 | 13F | 银橡财富管理有限责任公司 | 12,688 | -2.94 | 657 | -15.88 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,314 | 1.86 | 75 | -3.90 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 4,591 | -57.28 | 238 | -63.08 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 7,264 | -6.08 | 412 | -11.40 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 220 | -26.17 | 11 | -35.29 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 5,494 | -57.08 | 285 | -62.88 | ||||
| 2025-04-25 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,100 | 0.00 | 67 | -8.33 | ||||
| 2025-07-24 | NP | KDHAX - DWS CROCI 股票股息基金 A 类 | 373,909 | 10.91 | 20,288 | -0.72 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,687 | 1.63 | 890 | -4.09 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 529 | 11.60 | 27 | -3.57 | ||||
| 2025-08-27 | NP | CGAEX - 卡尔弗特全球能源解决方案基金A级 | 12,978 | 22.15 | 672 | 5.83 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 56 | 0.00 | 3 | -33.33 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 10,378 | -3.27 | 538 | -16.22 | ||||
| 2025-08-29 | NP | DHLAX - 钻石山大盘基金 A 类 | 3,116,638 | 28.67 | 161,473 | 11.50 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 中型价值基金初始类别 | 34,270 | -8.24 | 1,776 | -20.47 | ||||
| 2025-05-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 187,146 | 9.20 | 9,947 | -2.93 | ||||
| 2025-05-06 | 13F | 登普兹·南希·E | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 160,053 | 0.43 | 8,292 | -12.97 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 13,317 | 0.62 | 673 | -14.07 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 740 | 0.00 | 38 | -13.64 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 51,737 | -3.43 | 2,807 | -13.55 | ||||
| 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 | 1,831 | -17.15 | 95 | -28.79 | ||||
| 2025-07-29 | 13F | Primoris 财富顾问有限公司 | 12,831 | 0.00 | 665 | -13.43 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 29 | 2 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 2,527 | -4.21 | 131 | -17.20 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 117,005 | 6,349 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,850 | -37.50 | 96 | -46.02 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 5,371 | -1.32 | 278 | -14.46 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 41,293 | 1.82 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 386,273 | 9.76 | 20,013 | -4.89 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,212 | -21.92 | 132 | -26.67 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 12,760 | 0.00 | 661 | -13.25 | ||||
| 2025-05-07 | 13F | 驱动财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 516 | 0.00 | 27 | -13.33 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 143,178 | 9.31 | 8,124 | 3.12 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 1,521,000 | 0.00 | 78,803 | -13.35 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 10,516 | 59.33 | 545 | 38.07 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 218 | -95.68 | 13 | -96.02 | ||||
| 2025-07-10 | 13F | Affiance 金融有限责任公司 | 12,469 | -5.42 | 646 | -18.02 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 638,970 | -0.99 | 33,105 | -14.20 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 12,793 | 663 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,285 | -0.62 | 67 | -14.29 | ||||
| 2025-03-28 | NP | UPGD - Invesco Raymond James SB-1 股票 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 | 35,184 | 6.61 | 2,116 | -9.03 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 28,900 | -2.36 | 1,497 | -15.38 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 10,316 | -13.07 | 534 | -24.68 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 18,438 | -6.15 | 955 | -18.65 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 13,685 | 0.43 | 743 | -10.17 | ||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 4,595 | 20.13 | 238 | 4.39 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 28,511 | -4.61 | 1,477 | -17.35 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 18,371 | 63.12 | 952 | 41.31 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 176,770 | 0.24 | 9,158 | -13.14 | ||||
| 2025-04-24 | 13F | 第一招商局 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 234,329 | 8.10 | 14,011 | 1.36 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 8,460 | 0.80 | 438 | -12.57 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 3,315 | -18.79 | 188 | -23.27 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 86,163 | -18.27 | 4,464 | -29.18 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 141,009 | 3.98 | 7,306 | -9.90 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 213 | 0.00 | 13 | -7.69 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 79,509 | -5.01 | 4,119 | -17.71 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 309,351 | 15.33 | 15,648 | -1.38 | ||||
| 2025-08-29 | NP | MDLV - 摩根登普西大盘价值 ETF | 8,763 | 16.79 | 454 | 1.34 | ||||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | 卡拉汉顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 22,376 | -12.74 | 1,159 | -24.40 | ||||
| 2025-05-08 | 13F | 贝福瑞斯特资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 23,261 | -26.46 | 1,205 | -36.28 | ||||
| 2025-07-29 | 13F | Clearview 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 18,200 | 0.00 | 988 | -10.52 | ||||
| 2025-07-11 | 13F | 大水财富管理 | 8,371 | 0.01 | 434 | -13.40 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 4,779 | 0.13 | 248 | -13.33 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 5,408 | -1.83 | 280 | -14.89 | ||||
| 2025-05-09 | 13F | 希尔斯代尔投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 7,729 | -42.16 | 400 | -49.87 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 17,129 | 0.30 | 887 | -13.12 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 151,871 | -22.16 | 7,869 | -32.55 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - 景顺全球责任股票基金 A 类 | 552 | 0.00 | 31 | -6.06 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 3,712 | 0.00 | 192 | -13.12 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -33,177 | -0.00 | -1,719 | -13.36 | |||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 27,800 | 126.02 | 1,440 | 83.67 | ||||
| 2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 620 | 0.00 | 32 | -13.51 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 26,800 | -93.90 | 1,389 | -94.71 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型核心价值基金 | 10,464 | -7.97 | 542 | -20.18 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 11 | 1 | ||||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 81,806 | -14.91 | 4,228 | -26.22 | ||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 113,486 | 3.35 | 6 | -16.67 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 79,537 | -15.72 | 4,121 | -26.98 | ||||
| 2025-05-01 | 13F | 皮腾格与安德森公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QGMIX - AQR全球宏观基金I类 | 26,252 | 68.50 | 1,360 | 46.08 |
