机构投资人持股和股东
Garmin Ltd. (MX:GRMN N) 有 1694 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 127,623,378 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Artisan Partners Limited Partnership, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, ARTKX - Artisan International Value Fund Investor Shares, Geode Capital Management, Llc, VFINX - Vanguard 500 Index Fund Investor Shares, VIMSX - Vanguard Mid-Cap Index Fund Investor Shares, and Fmr Llc .
Garmin Ltd. (BMV:GRMN N)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。
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 道富银行 | 7,124,167 | -1.73 | 1,486,962 | -5.54 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 255,829 | 14.01 | 53,390 | 9.67 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 2,572 | 0.00 | 537 | -3.94 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 221,857 | 0.41 | 46 | -2.13 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 2,083 | 2.66 | 435 | -1.36 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,893 | 19.13 | 395 | 14.49 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 9,530 | 126.04 | 1,989 | 117.38 | ||||
| 2025-06-30 | NP | PEXL - Pacer 美国出口领袖 ETF | 1,976 | -26.24 | 369 | -36.16 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 22 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 5,567 | -22.35 | 1,162 | -25.39 | ||||
| 2025-06-25 | NP | DGIFX - 纪律成长投资者基金 | 99,448 | 0.00 | 18,584 | -13.43 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 3,300 | 0.00 | 670 | -11.39 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 6,123 | 2.65 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 3,074 | 11.46 | 642 | 12.85 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 591 | 0.34 | 123 | -3.15 | ||||
| 2025-08-26 | NP | RXI - iShares 全球非必需消费品 ETF | 6,345 | -3.60 | 1,324 | -7.35 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 9,899 | -1.00 | 2,066 | -4.84 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 1,097 | 0.00 | 229 | -4.20 | ||||
| 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 | 4,419 | 47.15 | 897 | 30.42 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 134 | -17.28 | 28 | -22.86 | ||||
| 2025-05-28 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 50,000 | 10,856 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 11,451 | 3.68 | 2,390 | -0.33 | ||||
| 2025-06-27 | NP | PWB - Invesco 动态大盘成长 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,443 | 12,042 | ||||||
| 2025-05-23 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 14,501 | -23.63 | 3,149 | -19.61 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 21,564 | 2.49 | 4,501 | -1.49 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,800 | -1.88 | 1,419 | -5.65 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 190 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 南州公司 | 582 | 646.15 | 121 | 656.25 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 26,101 | -1.48 | 5,448 | -5.30 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 12,279 | 0.00 | 2,563 | -3.90 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 31 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 8,724 | 98.91 | 1,821 | 91.18 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 80 | 17 | ||||||
| 2025-05-15 | 13F | 谢伊资本有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 77 | -1.28 | 16 | 0.00 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 78,525 | 47.84 | 16,266 | 42.79 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 4,299 | -12.25 | 873 | -22.21 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 5,961 | -8.69 | 1,244 | -12.21 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 25,807 | -3.65 | 5,386 | -7.38 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 13,008 | 35.15 | 2,714 | 29.79 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 6,703 | 0.00 | 1,399 | -3.85 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 19,930 | -20.05 | 4,159 | -21.92 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 2,016 | 0.00 | 409 | -11.28 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 378 | -4.06 | 79 | -8.24 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 63,344 | 8.55 | 13,221 | 4.36 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 273,864 | 0.63 | 57,161 | -3.26 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 7,849 | -0.51 | 1,593 | -11.79 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 147,568 | 1.27 | 30,800 | -2.65 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,094 | 1.20 | 228 | -2.56 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 17,999 | 4 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,217 | -16.53 | 254 | -20.19 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 3,953 | -6.04 | 739 | -18.72 | ||||
| 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 | 37,944 | 1.49 | 7,091 | -12.14 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 17,725 | -31.99 | 4 | -40.00 | ||||
| 2025-08-04 | 13F | 联合银行 | 33,020 | 2.08 | 7 | -14.29 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 33 | 7 | ||||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 20,882 | 0.79 | 4,358 | -3.11 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 120,806 | 0.43 | 25,215 | -3.46 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 22 | 0.00 | 5 | 0.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 3,748 | 98.73 | 782 | 91.20 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 16 | -99.07 | 0 | |||||
| 2025-07-24 | 13F | IFP 顾问公司 | 3,295 | 14.57 | 688 | 10.26 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 39,994 | -17.69 | 8,348 | -20.88 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 253 | 53 | ||||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 3,294 | 616 | ||||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 2,050 | 0.00 | 428 | -4.04 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,080 | 2.30 | 949 | -11.39 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 5,494 | 415.87 | 1,147 | 396.10 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 9,116 | 24.42 | 1,903 | 19.62 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 755 | -24.50 | 158 | -27.65 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 11,691 | -44.02 | 2,440 | -46.18 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,093 | -10.82 | 391 | -22.73 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 7,284 | 0.00 | 1,361 | -13.42 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 1,854 | -4.68 | 387 | -8.53 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 828,549 | 0.00 | 172,935 | -3.87 | ||||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 3,145 | -22.44 | 656 | -25.45 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 724 | -11.06 | 151 | -14.20 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 3,210 | -2.46 | 670 | -6.30 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 1,576 | 0.00 | 329 | -4.09 | ||||
| 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 | 1,080 | 0.00 | 225 | -3.85 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 327 | 14.34 | 69 | 11.29 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 10,302 | -18.94 | 2,150 | -22.07 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 110,576 | -0.63 | 23,079 | -4.47 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 241 | 38.51 | 50 | 35.14 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 5,753 | -2.56 | 1,201 | -6.32 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 366 | 0.00 | 76 | |||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 1,322 | -31.29 | 276 | -34.05 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 29,800 | -3.25 | 6,220 | -7.00 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 400 | 0.00 | 83 | -3.49 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 4,316 | 901 | ||||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 3,080 | -55.67 | 625 | -60.69 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 27,897 | 2.49 | 5,823 | -1.47 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 9,307 | -1.02 | 1,943 | -4.85 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 38,753 | 8,089 | ||||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,752 | 8.81 | 7,428 | -5.80 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 319 | -72.69 | 65 | -40.74 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 1,050 | 0.00 | 219 | -3.52 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 12,550 | 13.27 | 2,547 | 0.43 | ||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 14,419 | -0.41 | 3 | 0.00 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 3,902 | 4.78 | 729 | -9.22 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 9,937 | -1.88 | 2,074 | -5.64 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 99,002 | 5.51 | 20,664 | 1.42 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 4,828 | -25.78 | 1,048 | -21.85 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,493 | -10.97 | 7,941 | -22.92 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 506,469 | -47.61 | 105,710 | -49.64 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 49,358 | 10,302 | ||||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 119 | -5.56 | 22 | -18.52 | ||||
| 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 | 4,729 | -30.57 | 884 | -39.93 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 3,811 | 795 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 9,176 | -3.53 | 1,915 | -7.26 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 28,123 | 0.41 | 5,870 | -3.49 | ||||
| 2025-05-09 | 13F | 策略资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 76,219 | -4.54 | 15,908 | -8.23 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 124 | 0.00 | 26 | -3.85 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 471,163 | 201.79 | 98,341 | 190.11 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 2,000 | -77.78 | 417 | -78.66 | |||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 520 | 32.99 | 109 | 28.57 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 32,136 | -43.85 | 6,707 | -46.03 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 78 | -7.14 | 16 | -11.11 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 28,752 | 0.00 | 6,001 | 9.51 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 434,242 | 22.04 | 90,635 | 17.31 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 151,817 | -18.25 | 31,687 | -21.42 | ||||
| 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 | 25,343 | -7.60 | 4,736 | -20.02 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 核心另类资本 | 205 | 95.24 | 43 | 90.91 | ||||
| 2025-03-27 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 7,106 | 389.73 | 1,534 | 901.96 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 150 | -50.50 | 3,131 | -52.42 | |||
| 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 | 861 | -37.92 | 180 | -40.53 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 266,346 | -9.49 | 55,592 | -12.99 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 6,429 | 26.95 | 1,492 | 56.45 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 783 | 7.11 | 163 | 3.16 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,185 | 92.51 | 456 | 85.37 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 2,343 | -34.11 | 489 | -36.66 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,582 | 330 | ||||||
| 2025-08-14 | 13F | Point72香港有限公司 | 2,183 | -54.32 | 456 | -56.12 | ||||
| 2025-08-07 | 13F | 第1620章 | 2,220 | 0.59 | 463 | -3.34 | ||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 4,853 | 2.17 | 1,013 | -1.84 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 43 | 0.00 | 9 | -11.11 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 1,377 | -71.25 | 279 | -74.54 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25 | 525.00 | 5 | |||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 41,750 | 8.34 | 7,802 | -6.22 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 10,876 | -2.28 | 2,270 | -6.04 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89 | -57.62 | 19 | -60.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 6,000 | 1.95 | 1,252 | -1.96 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 15 | 0.00 | 3 | -33.33 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,770 | 40.81 | 369 | 35.66 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,407 | 14.84 | 502 | 10.33 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 4,808 | -5.43 | 1,004 | -9.07 | ||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 6,501 | -18.12 | 1,215 | -29.13 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 386 | -29.56 | 81 | -32.20 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 729 | 152 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 174 | 36 | ||||||
| 2025-05-05 | 13F | Transce3nd有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,034 | -4.88 | 216 | -8.90 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 423 | 2.17 | 88 | -1.12 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 31,800 | 6,637 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | 159,799 | 177.24 | 33,353 | 166.50 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 31,800 | 6,637 | |||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 57 | 16.33 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 1,000 | -84.85 | 209 | -85.48 | |||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 271,844 | -4.86 | 56,739 | -8.54 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 41,455 | 15.00 | 7,747 | -0.44 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 76,987 | 5.73 | 16,715 | 20.96 | ||||
| 2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 65 | -4.41 | 12 | -14.29 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 91,547 | 18.18 | 19,108 | 13.60 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,682 | 27.23 | 351 | 33.46 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 783 | -55.44 | 163 | -57.22 | ||||
| 2025-05-06 | 13F | MCF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 345 | 1,468.18 | 72 | 1,700.00 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 75,801 | -20.18 | 15,821 | -23.27 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,568 | 10.40 | 521 | -2.07 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 376,109 | 3.50 | 78,501 | -0.50 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 93,566 | 2.45 | 19,529 | -1.52 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 4,786 | -30.78 | 999 | -33.51 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 3,229 | 28.13 | 603 | 11.05 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 16,470 | -6.71 | 3,438 | -10.33 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 4,608 | 56.15 | 962 | 50.16 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 13,889 | 6.06 | 2,819 | -5.94 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 3,936 | 1.29 | 822 | -2.61 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 798 | 2.44 | 167 | -1.78 | ||||
| 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 | 11,932 | 3.99 | 2,230 | -9.98 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 33,045 | 70.46 | 6,897 | 63.86 | ||||
| 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 | 187,005 | -1.74 | 39,032 | -5.54 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 9,412 | 9.97 | 1,964 | 5.71 | ||||
| 2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,449 | -3.92 | 8,680 | -16.83 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 232 | 48 | ||||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 385 | -21.27 | 72 | -32.38 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 29 | -50.85 | 6 | -50.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 2,472 | 93.58 | 516 | 85.92 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 7,946 | 15.39 | 1,613 | 2.28 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 3,611 | -1.26 | 675 | -14.58 | ||||
| 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 | 52,993 | 2.61 | 9,903 | -11.17 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 124,899 | 181.04 | 26 | 188.89 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,995 | 9.83 | 1,460 | 5.57 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 86 | 8.86 | 18 | 0.00 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -49,292 | -0.00 | -10,288 | -3.87 | |||
| 2025-03-31 | 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 | 44,386 | -1.48 | 9,581 | 7.21 | ||||
| 2025-05-12 | 13F | 赛普拉斯资本集团 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 41 | 0.00 | 9 | 0.00 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 33 | -70.27 | 7 | -75.00 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,146 | -0.87 | 239 | -4.78 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 1,245 | -3.71 | 260 | -7.50 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 17,987 | 0.87 | 3,754 | -3.02 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 50,311 | 135.05 | 9,402 | 103.48 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 1,578 | 6.55 | 329 | 2.49 | ||||
| 2025-06-18 | NP | NWJCX - 全国 Ziegler NYSE Arca Tech 100 指数基金 A 类 | 35,145 | -3.47 | 6,568 | -16.43 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 3,584 | -14.07 | 1 | |||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 76,097 | 5.17 | 15,883 | 1.09 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 19,718 | -19.23 | 4,116 | -22.36 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 81,359 | 0.99 | 16,981 | -2.93 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 8,096 | -14.93 | 1,513 | -26.39 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 79 | 0.00 | 16 | -5.88 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,465 | 7.45 | 539 | 25.93 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 2,883 | -18.74 | 602 | -21.95 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 25,942 | 1.23 | 5,415 | -2.70 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 2,063 | -9.56 | 419 | -19.92 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,244 | -22.15 | 260 | -25.14 | ||||
| 2025-07-18 | 13F | 联合银行 | 2,500 | 0.00 | 522 | -3.87 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 245 | 265.67 | 50 | 226.67 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 14,212 | 5.56 | 2,966 | 1.47 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 2,468 | 10.57 | 515 | 6.40 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,373 | -2.97 | 287 | -6.84 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 5 | -54.55 | 1 | -50.00 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 1,542 | 16.11 | 322 | 11.46 | ||||
| 2025-07-30 | NP | SNSR - Global X 物联网 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 | 58,606 | -39.53 | 11,895 | -46.39 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 103,883 | -0.60 | 21,683 | -4.45 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 1,467 | -79.88 | 306 | -80.67 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 140,026 | 23.84 | 26,167 | 7.21 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,071 | -16.44 | 7,320 | -19.68 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,443 | 270 | ||||||
| 2025-07-14 | 13F | 富达财富管理 | 34 | -8.11 | 7 | -12.50 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 114,285 | -3.06 | 23,854 | -6.81 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 1,101 | -92.62 | 230 | -92.93 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 5,886 | -9.89 | 1,229 | -13.40 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 585 | 2.45 | 122 | -0.81 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 674 | 147.79 | 126 | 115.52 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,494 | 14.05 | 312 | 9.51 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 149 | 0.00 | 31 | -3.12 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 5,818 | -6.55 | 1,214 | -10.14 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,812 | -18.29 | 5,596 | -21.45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 120,219 | 19.65 | 25,142 | 16.73 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 10 | 2 | ||||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 165 | 0.00 | 0 | |||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 12,118 | 0.00 | 2,460 | -11.36 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 36,369 | -0.95 | 7,591 | -4.79 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 171,201 | -33.62 | 34,749 | -41.15 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 57,433 | 172.08 | 11,987 | 161.55 | ||||
| 2025-08-19 | 13F | Marex 集团 | 1,539 | 321 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 704 | -3.56 | 147 | -7.59 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 3,106 | 0.00 | 648 | -3.86 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 4,136 | 2.50 | 839 | -9.10 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 1,333,482 | 10.97 | 278,324 | 6.67 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 5,707 | -1.01 | 1,066 | -14.31 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 6,479 | -25.50 | 1,352 | -28.39 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 1,028 | 0.00 | 209 | -11.49 | ||||
| 2025-05-14 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 499 | 1.84 | 104 | -1.89 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 1,706 | 3.27 | 319 | -10.67 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 13 | -38.10 | 3 | -50.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 965,693 | -15.63 | 201,559 | -18.90 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股票投资组合 A 类 | 206,785 | -16.90 | 43,160 | -20.12 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 7,769 | -10.34 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 850 | 0.00 | 177 | -3.80 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 6,800 | 0.00 | 1,419 | -3.86 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 5,204 | 0.15 | 1,056 | -11.19 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,187 | 248 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 13,305 | 1.43 | 2,777 | -2.53 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-03-26 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 7,563 | -50.21 | 1,632 | -45.83 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 32,743 | 2.32 | 6,834 | -1.64 | ||||
| 2025-07-16 | 13F | 剑桥顾问公司 | 1,450 | 0.00 | 303 | -3.82 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 1,500 | -6.25 | 313 | -9.80 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 12,560 | -8.57 | 2,622 | -12.11 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 597 | 0.00 | 125 | -3.88 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 6,624 | -9.00 | 1,383 | -12.53 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 6,972 | -0.06 | 1,455 | 7.62 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 6,144 | 235.37 | 1,282 | 222.92 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 83,420 | 3.23 | 17 | 0.00 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 5,036 | -6.91 | 1,051 | -10.48 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 26,938 | -31.95 | 5,622 | -34.59 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 21,900 | 0.00 | 4,571 | -3.89 | ||||
| 2025-04-30 | 13F | BCJ 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,166,407 | -26.42 | 243,453 | -28.52 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 26,745 | 1.01 | 4,998 | -12.56 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 329,839 | -38.61 | 68,844 | -40.99 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 130 | -89.52 | 27 | -89.96 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 6,812 | -83.42 | 1,422 | -84.07 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 3 | 200.00 | 1 | |||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 73 | 28.07 | 15 | 25.00 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 17,244 | -21.48 | 3,599 | -24.52 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 17,385 | -25.75 | 3,629 | -28.62 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 3,000 | 25.00 | 626 | 20.15 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 42 | 0.00 | 0 | |||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 362,398 | -5.19 | 75,640 | -8.86 | ||||
| 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 | 1,213 | -18.43 | 253 | -21.43 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 55 | -29.49 | 10 | -9.09 | ||||
| 2025-08-26 | NP | Profunds - Profunds 消费者服务副总裁 | 777 | -3.12 | 162 | -6.90 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 343 | 1.18 | 72 | -2.74 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 93,329 | 0.46 | 19,480 | -3.44 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 49,817 | 0.49 | 10,398 | -3.41 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 202 | -3.35 | 42 | -6.67 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 81,926 | -11.64 | 17,100 | -15.07 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 1,038 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 3,257 | -3.70 | 680 | -7.49 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,498 | 137.24 | 2,131 | 356.10 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 51,468 | -23.75 | 10,742 | -26.70 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 879 | -6.29 | 178 | -16.82 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 410 | 20,400.00 | 86 | |||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 126,622 | 2.49 | 23,662 | -11.27 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 103 | 0.00 | 21 | -4.55 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 10,564 | 0.00 | 2,144 | -11.33 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 397 | -11.38 | 83 | |||||
| 2025-04-17 | 13F | 湾桥资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 6,965 | 6.76 | 1,454 | 2.61 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 340,212 | 1.99 | 71,009 | -1.96 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 24,549 | 16.49 | 5,124 | 11.98 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 4,818 | -1.89 | 1,046 | 12.23 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,329,835 | 9.83 | 277,563 | 5.57 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,695 | -1.22 | 354 | -5.11 | ||||
| 2025-08-14 | 13F | 安盛公司 | 36,106 | -67.41 | 7,536 | -68.67 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 118 | 0.00 | 25 | -4.00 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 2,290 | -1.80 | 478 | -5.73 | ||||
| 2025-06-27 | NP | PXF - Invesco FTSE RAFI 发达市场（美国除外）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 | 1,434 | 268 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 23 | 5 | ||||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 800 | 0.00 | 167 | -4.05 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 228,009 | -20.69 | 47,500 | -23.89 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 381 | 162.76 | 71 | 129.03 | ||||
| 2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 1,203 | -0.82 | 251 | -4.56 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 1,237 | -53.60 | 258 | -55.36 | ||||
| 2025-08-14 | 13F | 尼亚影响顾问有限公司 | 1,104 | 1.94 | 230 | -2.13 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 7,065 | 0.00 | 1,475 | -3.91 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,605 | 2.49 | 0 | |||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 339 | 253.12 | 63 | 215.00 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 146,497 | 1.58 | 30,577 | -2.35 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,725 | 41.39 | 360 | 36.36 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 25,547 | 6.45 | 5,332 | 2.34 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 6,055 | 0.56 | 1,264 | -3.37 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 388 | -29.84 | 81 | -33.33 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 386,796 | 13.24 | 72,281 | -1.96 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 8,492 | -4.93 | 1,772 | -8.61 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 10,539 | 1.64 | 1,969 | -12.02 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 55 | 0.00 | 11 | 0.00 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 918 | -3.47 | 172 | -16.59 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 421 | -7.68 | 91 | -3.19 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 4,461 | -9.55 | 931 | -12.99 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 13,312 | 7.24 | 2,778 | 3.08 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 18,776 | -7.78 | 3,919 | -11.36 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 1,665 | 47.61 | 348 | 42.21 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 4,375 | -71.04 | 913 | -72.16 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 78,076 | 20.72 | 16,296 | 16.05 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 33,777 | 0.59 | 7,050 | -3.32 | ||||
| 2025-06-25 | NP | FXD - First Trust 非必需消费品 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 | 4,188 | -79.21 | 783 | -82.01 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 1,700 | -6.54 | 355 | -10.15 | ||||
| 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 | 6,614 | -0.97 | 1,380 | -4.83 | ||||
| 2025-04-24 | 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 | 14,294 | -48.03 | 3,272 | -44.04 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 226 | 0.44 | 47 | -2.08 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 90 | 73.08 | 19 | 63.64 | ||||
| 2025-06-27 | NP | 想要 - Direxion 每日非必需消费品牛市 3 倍股票 | 511 | -28.03 | 95 | -37.91 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 81 | 2.53 | 17 | -5.88 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 1,492 | -5.21 | 311 | -8.80 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 2,101 | -1.68 | 438 | -5.60 | ||||
| 2025-08-28 | NP | ABLOX - 阿尔及尔平衡投资组合 I-2 级 | 1,304 | 0.00 | 272 | -3.89 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 7,595 | 1,649 | ||||||
| 2025-08-13 | 13F | 第1832章 | 11,536 | -25.05 | 2,408 | -27.96 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 5,822 | 3.14 | 1,088 | -10.76 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 224 | 0.45 | 47 | -4.17 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 1,210 | 9.50 | 253 | 5.44 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 230 | 43 | ||||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 40 | 14.29 | 8 | 14.29 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 11,748 | 0.56 | 2,452 | -3.31 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 7,753 | 128.03 | 1,618 | 119.24 | ||||
| 2025-06-27 | NP | UFO - 采购空间 ETF | 11,207 | -6.92 | 2,094 | -19.40 | ||||
| 2025-05-09 | 13F | IPG 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 566,738 | 8.56 | 118,290 | 4.36 | ||||
| 2025-08-11 | 13F | 日兴资产管理美洲公司 | 41,507 | -1.68 | 8,659 | -5.54 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 2,469 | -49.37 | 515 | -51.32 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,065,995 | 20.12 | 222,494 | 15.47 | ||||
| 2025-03-28 | NP | MCGFX - AMG 管理公司 Montag & Caldwell Growth Fund N 类股票 | 29,822 | 9.50 | 6,437 | 19.16 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 4,573 | 4.05 | 955 | 0.00 | ||||
| 2025-03-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 87,402 | 0.00 | 18,866 | 8.82 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 430 | 0.00 | 90 | -4.30 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 2,372 | 495 | ||||||
| 2025-05-15 | 13F | 帕文资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 15,381 | -3.16 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 52,779 | -1.07 | 11,016 | -4.90 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | 美国国家银行 | 4,287 | -0.74 | 895 | -4.59 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 3,114 | -12.41 | 681 | -11.67 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 743 | 0.00 | 151 | -11.76 | ||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 99,782 | 20,826 | ||||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 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 | 4,200 | 877 | ||||||
| 2025-08-27 | NP | CDHAX - 卡尔弗特国际责任指数基金 A 类 | 8,403 | 13.92 | 1,754 | 9.49 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 3,900 | -7.14 | 814 | -10.65 | ||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 1,492 | 14.07 | 311 | 9.89 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 1,938,127 | 0.73 | 393,382 | -10.69 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 23,701 | 3.07 | 4,947 | -0.92 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 868 | -28.44 | 181 | -31.18 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 860 | -59.98 | 179 | -61.59 | ||||
| 2025-08-07 | 13F | 商业银行 | 141,159 | -6.13 | 29,463 | -9.77 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 927 | 4.39 | 188 | -7.39 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 1,460 | -0.61 | 305 | -4.40 | ||||
| 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 | 88,283 | 1.05 | 17,919 | -10.41 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 974 | 203 | ||||||
| 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 | 4,541 | 7.81 | 948 | 3.61 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 412 | 0.00 | 84 | -11.70 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 2,734 | -0.33 | 577 | -3.51 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 513 | 2.60 | 107 | -0.93 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,653 | 4.22 | 762 | 0.13 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 5,578 | 55.38 | 1,164 | 49.81 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 141,322 | -13.29 | 29,497 | -16.65 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 2,390 | -59.64 | 499 | -61.25 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 63 | 15 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 78,818 | -12.15 | 16,928 | -13.11 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 9,536 | -24.43 | 1,990 | -27.35 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 1,876 | 0.00 | 392 | -3.93 | ||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 9,480 | -1.06 | 1,979 | -4.90 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 974 | 24.23 | 203 | 19.41 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,126,374 | -2.78 | 235,097 | -6.55 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 182 | -28.63 | 38 | -32.73 | ||||
| 2025-04-16 | 13F | 爱华顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 3,102 | -82.46 | 647 | -83.15 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 80 | 17 | ||||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 2,414 | -84.55 | 524 | -83.74 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 32 | 7 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 26,313 | 2.55 | 5,492 | -1.42 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,454 | 2,725.91 | 1,019 | 2,385.37 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 1,150 | 15.00 | 240 | 10.60 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 1,657 | 0.00 | 336 | -11.35 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 5,289 | 1.38 | 1,104 | -2.56 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 16,841 | 14.39 | 3,428 | 8.97 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 122,045 | 25,473 | ||||||
| 2025-05-16 | 13F | Peloton 财富策略师 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | FNDF - 嘉信基本国际大公司指数 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 | 41,655 | 41.87 | 8,455 | 25.78 | ||||
| 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 | 7,852 | -45.69 | 1,639 | -47.82 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 583 | 4.48 | 109 | -10.00 | ||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 14,769 | 57.74 | 3,207 | 66.03 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 2 | -94.44 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 3,901 | -1.37 | 814 | -5.13 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 1,676 | -7.81 | 350 | -11.42 | ||||
| 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 | 11,583 | 3.78 | 2,351 | -7.98 | ||||
| 2025-05-12 | 13F | 花旗集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 2,260 | 0.00 | 472 | -3.88 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 33,497 | -1.91 | 6,991 | -5.71 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 11,387 | 16.48 | 2,311 | 3.26 | ||||
| 2025-03-25 | NP | DVY - iShares 选择股息 ETF | 867,159 | -0.22 | 187,176 | 8.58 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 12,821 | -1.25 | 2,676 | -5.04 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,633 | 13.72 | 17,178 | 0.83 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 4,133 | 9.57 | 863 | 5.38 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 832 | 2.59 | 174 | -1.70 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 10,640 | 2,221 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 111资本 | 4,350 | -26.61 | 908 | -29.47 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 4,337 | -1.41 | 905 | -5.24 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,932,610 | -8.43 | 403,374 | -11.98 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 600 | 125 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 600 | 125 | |||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 658,534 | -26.89 | 137,449 | -29.72 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 1,875 | -6.25 | 391 | -9.91 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 267 | 0.38 | 56 | -3.51 | ||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 43,064 | -4.68 | 8,988 | -8.37 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级 | 66,629 | 12,451 | ||||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 495 | -32.74 | 92 | -41.77 | ||||
| 2025-08-29 | NP | IIAX - 大盘股票基金类 AMF | 6,000 | 0.00 | 1,252 | -3.84 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 7,743 | -26.20 | 1,447 | -36.13 | ||||
| 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 | 50,186 | 0.00 | 9,378 | -13.42 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,603 | 26.67 | 528 | 12.34 | ||||
| 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 | |||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | ARKX - ARK 太空探索与创新 ETF | 26,165 | -5.95 | 4,889 | -18.58 | ||||
| 2025-04-24 | 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 | 674 | -47.10 | 154 | -42.96 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 15,431 | 1.75 | 3,221 | -2.19 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 23,159 | -7.30 | 4,834 | -10.90 | ||||
| 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 | 4,528 | 2.33 | 846 | -11.41 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 2,489 | 14.17 | 520 | 9.73 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 507 | -5.41 | 106 | -9.48 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 615 | -1.91 | 128 | -5.88 | ||||
| 2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 155 | -32.90 | 32 | -36.00 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 11,785 | -0.97 | 2,460 | -4.80 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 24,207 | 2.54 | 5,052 | -1.42 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,417 | -2.68 | 296 | -6.65 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 5,133 | -81.48 | 1,071 | -82.20 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 6,142 | 13.38 | 1,282 | 8.93 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 117 | 0.00 | 24 | -4.00 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 103 | 128.89 | 22 | 133.33 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 24,869 | -37.77 | 5,191 | -40.18 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 3,607 | 5.99 | 753 | 1.90 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 49,597 | -5.25 | 10,352 | -8.92 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,962 | 1.40 | 618 | -2.52 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,288 | 1.64 | 478 | -2.25 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 30 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 7,582 | 2.97 | 1,583 | -1.00 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 3 | 0.00 | 1 | |||||
| 2025-04-21 | 13F | 银橡树证券公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 420 | 0.00 | 88 | -4.40 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 2,200 | 447 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 1,000 | -28.57 | 209 | -31.35 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 2,169 | 73.52 | 405 | 50.56 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 175 | 0.00 | 37 | -2.70 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 3,673 | -12.28 | 767 | -15.73 | ||||
| 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 | 73,409 | 0.08 | 13,718 | -13.36 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,200 | -0.08 | 276 | 15.97 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 1,508 | 315 | ||||||
| 2025-07-31 | 13F | 城邦银行 | 83 | 22.06 | 17 | 21.43 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 406 | 0.00 | 82 | -10.87 | ||||
| 2025-05-28 | NP | FT Vest 股息上涨总回报基金 | 1,465 | -70.66 | 318 | -69.10 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 55 | -67.84 | 12 | -62.07 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 152 | 39.45 | 32 | 34.78 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 25,753 | -1.63 | 5,375 | -5.44 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 2,712 | 222.47 | 566 | 210.99 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 30,730 | 0.00 | 6,414 | -3.88 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 0 | -100.00 | 0 | |||||
| 2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 1,700 | -75.72 | 318 | -55.79 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 32,990 | 12.61 | 6,165 | -2.51 | ||||
| 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 | 9,765 | 4.22 | 1,825 | -9.79 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 圣莫尼卡合伙公司 | 40,755 | 0.00 | 9 | 0.00 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 735 | 0.00 | 137 | -13.29 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 1,589 | 2.65 | 332 | -1.49 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 13,602 | 22.14 | 2,839 | 17.46 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 3,020 | 72.67 | 630 | 66.23 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 67,000 | 87.15 | 13,984 | 79.90 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 5,140 | -61.85 | 1,073 | -63.35 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 4,782 | -0.99 | 998 | -4.77 | ||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 74,622 | 1.00 | 13,945 | -12.56 | ||||
| 2025-08-08 | 13F | 您的倡导者有限公司 | 200 | 0.00 | 42 | -4.65 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 26,757 | 2.11 | 5,585 | -1.85 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 16 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 37 | 8 | ||||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 2,304 | 0.00 | 481 | -4.00 | ||||
| 2025-08-08 | 13F | 创意策划 | 41,761 | -7.36 | 8,716 | -10.94 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 14,940 | -62.36 | 3,118 | -63.82 | ||||
| 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 | 160,683 | 0.00 | 30,027 | -13.43 | ||||
| 2025-05-16 | 13F | 动态技术实验室私人有限公司 | 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 | 4,554 | 0.00 | 951 | -3.85 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 7,673 | -0.66 | 1,601 | 9.06 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 5,731 | -4.83 | 1,196 | -8.49 | ||||
| 2025-08-14 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 32,730 | 1.85 | 6,831 | -2.09 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 1,040 | -0.10 | 0 | |||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 335 | -0.30 | 70 | -4.17 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 6,269 | 187.04 | 1,308 | 175.95 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 3,293 | -0.39 | 687 | -4.18 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 5,574 | -1.47 | 1,163 | -5.29 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 208,307 | -2.37 | 43,478 | -6.15 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 4,163 | -11.88 | 869 | -15.32 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 8,681 | 0.00 | 1,812 | -3.87 | ||||
| 2025-08-08 | 13F | 格拉西斯资本管理有限责任公司 | 2,100 | 0.00 | 438 | -3.74 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 6,091 | -7.85 | 1,271 | -11.43 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 194 | 11.49 | 40 | 8.11 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 670 | -0.74 | 140 | -4.79 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 3,813 | -31.16 | 796 | -33.86 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 12,061 | 2.15 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 150 | 31 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 1,449,940 | 7.44 | 302,631 | 3.28 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 90 | -18.18 | 19 | -21.74 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,343 | 25.40 | 280 | 20.69 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 41,601 | 8.62 | 9 | 0.00 | ||||
| 2025-04-14 | 13F | IMC-芝加哥有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 加州教师退休制度 | 253,059 | -2.09 | 52,818 | -5.89 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 4 | 0.00 | 1 | |||||
| 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 | 519,538 | 6.35 | 97,086 | -7.93 | ||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 1,124 | -75.16 | 244 | -48.20 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 141,070 | 0.64 | 29,444 | -3.26 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 1,440 | -6.98 | 300 | -10.71 | ||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 83,836 | -0.60 | 17,498 | -4.45 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 2,652 | -50.98 | 554 | -52.90 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 4,453 | 967 | ||||||
| 2025-08-14 | 13F | 西特投资联营公司 | 15,859 | -15.84 | 3 | -25.00 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 2,400 | -87.23 | 501 | -87.75 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 1,300 | -94.09 | 271 | -94.33 | |||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,956 | 408 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 1,611 | 336 | ||||||
| 2025-06-24 | NP | CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND I 类股份 | 3,804 | 711 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 363 | -8.33 | 76 | -11.76 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 3,431 | 14.83 | 716 | 10.49 | ||||
| 2025-05-22 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 2,770 | -51.87 | 601 | -49.37 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 58,211 | 11.27 | 12,150 | 6.97 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 901 | 0.00 | 196 | 5.41 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 10,713 | -9.80 | 2,236 | -13.27 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 3,438 | -3.81 | 718 | -7.60 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 5,817 | -16.10 | 1,087 | -27.34 | ||||
| 2025-08-01 | 13F | 绿色阿尔法顾问有限责任公司 | 6,609 | -4.19 | 1,379 | -7.88 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 9 | -59.09 | 2 | -75.00 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 248 | 54 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,121 | 36.84 | 443 | 31.55 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 100,968 | 6.00 | 18,868 | -8.24 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,456 | -3.12 | 513 | -6.91 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 7,671 | 1.60 | 1,601 | -2.32 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 1,208 | -2.11 | 252 | -5.62 | ||||
| 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 | 70,205 | 1.42 | 13,119 | -12.20 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 28,354 | 10.41 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 1,288 | 16.77 | 269 | 12.13 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 361 | 0.84 | 75 | -2.60 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 5,976 | -0.43 | 1,247 | -4.30 | ||||
| 2025-05-22 | NP | RDVY - First Trust Rising Dividend Achievers 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 | 387,909 | -68.28 | 84,227 | -66.61 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 2,000 | 0.00 | 417 | -3.92 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 278 | 4.12 | 56 | -8.20 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 1,503 | -22.16 | 314 | -25.30 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 3,173 | -52.75 | 662 | -54.60 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 91,837 | -0.02 | 19,168 | -3.89 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 4,776 | -3.18 | 997 | -7.00 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 784 | 164 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 290 | 176.19 | 59 | 141.67 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 91 | 7.06 | 0 | |||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 889 | 0.00 | 180 | -11.33 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 148,350 | -34.92 | 30,964 | -37.44 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 4,035 | 4.89 | 754 | -9.16 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 5,034 | -9.93 | 1,051 | -13.44 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 465,397 | -15.29 | 97,138 | -18.57 | ||||
| 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 | 19,567 | -13.77 | 3,656 | -25.36 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 544 | -4.23 | 114 | -8.13 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 757 | -24.30 | 158 | -27.19 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 98,376 | -16.29 | 20,533 | -19.53 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 171 | 35.71 | 35 | 21.43 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 5,620 | 20.70 | 1,173 | 16.14 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 57,324 | -8.54 | 11,965 | -12.08 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 6,039 | 3.51 | 1,261 | -0.47 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 1,007 | 0.00 | 210 | -3.67 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 425 | 89 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 2,420 | 17.65 | 491 | 4.47 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,077 | 225 | ||||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 6,362 | 0.00 | 1,328 | -3.91 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 82,046 | 0.76 | 16,653 | -10.67 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 76,021 | 6.98 | 15,867 | 2.84 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 1,297 | -0.77 | 263 | -12.04 | ||||
| 2025-07-28 | NP | UCC - ProShares Ultra 消费者服务 | 406 | -35.56 | 82 | -43.06 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,368 | 35.98 | 286 | 30.73 | ||||
| 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 | 284,649 | 0.51 | 57,775 | -10.89 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 108,025 | 7.47 | 22,547 | 3.79 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 4,942 | 0.00 | 924 | -13.41 | ||||
| 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 | 4,961 | 2.61 | 927 | -11.12 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 218 | -1.80 | 44 | -12.00 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 2,116 | 6.17 | 395 | -8.14 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 1,187 | 2.15 | 248 | -1.98 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,402 | -0.57 | 285 | -11.80 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 1,000 | 0.00 | 209 | -4.15 | ||||
| 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 | 1,580 | -3.42 | 321 | -14.44 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 19,487 | 2.12 | 4,067 | -1.83 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 1,111 | -7.11 | 232 | -10.81 | ||||
| 2025-07-24 | 13F | 巴斯金金融服务公司 | 151,155 | 0.84 | 32 | -3.12 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,898 | -1.61 | 0 | |||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 3,633 | -11.84 | 758 | -15.21 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 9,167 | -8.69 | 1,713 | -20.91 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 57,500 | 12 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 1,704 | 0.00 | 0 | |||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 5,772 | 1,253 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 13,541 | 1.77 | 2,826 | -2.15 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 2,976 | -0.33 | 621 | -4.17 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 17,661 | -1.21 | 3,686 | -5.02 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 652 | 0.31 | 136 | -3.55 | ||||
| 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 | 28,867 | -13.10 | 5,394 | -24.77 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 38,480 | -0.94 | 7,191 | -14.24 | ||||
| 2025-08-14 | 13F | 顺序规划有限责任公司 | 1,299 | -0.08 | 271 | -3.90 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba 米勒股权资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 11,427 | -68.16 | 2,385 | -36.26 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-03-26 | NP | SDVD - FT Vest SMID 股息上涨目标收入 ETF | 15,634 | 65.40 | 3,375 | 80.04 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 1,455 | -12.98 | 304 | -16.53 | ||||
| 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 | 5,275 | -2.15 | 1,101 | -5.98 | ||||
| 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 | 453 | -46.07 | 95 | -48.35 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 1,938 | 0.00 | 404 | -3.81 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 84,728 | -27.35 | 18 | -32.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 207 | 0.00 | 43 | -2.27 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 2,165 | -1.68 | 452 | -5.65 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 455 | 56.36 | 95 | 49.21 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,372 | 19.00 | 1,699 | 5.53 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 26 | 160.00 | 5 | 150.00 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 62,180 | -1.42 | 12,978 | -5.24 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 2,122 | -5.52 | 443 | -9.24 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 238 | 283.87 | 50 | 276.92 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 635 | 2.58 | 133 | -1.49 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 37 | 8 | ||||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 77,032 | -2.48 | 16,078 | -6.25 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 14,147 | 16.14 | 2,953 | 11.65 | ||||
| 2025-08-28 | NP | TPMN - 蒂莫西计划市场中性 ETF | 350 | -2.23 | 73 | -5.19 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 75 | 0.00 | 15 | -6.25 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,674 | -6.48 | 349 | -10.05 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 82 | 1.23 | 17 | 0.00 | ||||
| 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 | 3,481 | 0.00 | 727 | -3.84 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 2,062 | 0.00 | 430 | -3.80 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 10,673 | 22.58 | 2,317 | 29.08 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 27,188 | 10.48 | 5,675 | 6.20 | ||||
| 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 | 77,645 | 1.26 | 15,760 | -10.23 | ||||
| 2025-05-20 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 7,074 | 5.08 | 1,536 | 10.59 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 4,606,511 | 1.30 | 958,405 | -2.70 | ||||
| 2025-08-26 | NP | IGMAX - VY(R) Invesco Oppenheimer 全球投资组合 ADV 级 | 64,145 | 0.96 | 13,388 | -2.95 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 26,193 | 1.17 | 5,467 | -2.74 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 878,975 | -4.58 | 183,460 | -8.28 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 13,300 | -10.74 | 2,776 | -14.22 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 1,550 | -20.51 | 323 | -22.60 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 2,946 | -0.87 | 1 | |||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 31 | -32.61 | 6 | -33.33 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 4,747 | 0.72 | 887 | -12.78 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 1,007 | -3.17 | 210 | -6.67 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 4 | 0.00 | 1 | |||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 930 | -17.33 | 174 | -28.51 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 25 | 5 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 17 | 4 |
Other Listings
| IT:1GRMN | €208.00 |
| DE:GEY | |
| CH:011440532 | |
| US:GRMN | US$241.18 |
