机构投资人持股和股东
Jefferies Financial Group Inc. (MX:JEF) 有 1043 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 180,416,962 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, Sumitomo Mitsui Financial Group, Inc., Allspring Global Investments Holdings, LLC, Alliancebernstein L.p., WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class, IJH - iShares Core S&P Mid-Cap ETF, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Massachusetts Mutual Life Insurance Co .
Jefferies Financial Group Inc. (BMV:JEF)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。
更新频率:每日
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
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1272 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 58,538 | -8.07 | 3,201 | -6.16 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,133,781 | 0.56 | 62,006 | 2.66 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 5 | 0 | ||||||
2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 121,728 | -15.89 | 6,657 | -14.13 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 1,573,857 | -0.88 | 86,075 | 1.20 | ||||
2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 4,877 | 14.24 | 237 | -15.96 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 17,412 | 25.75 | 952 | 28.48 | ||||
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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 133 | 7 | ||||||
2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 17,909 | -5.80 | 837 | -42.78 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 27,913 | 1,527 | ||||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 1,900 | -13.64 | 104 | -11.97 | ||||
2025-03-27 | NP | PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF | 12,048 | -0.59 | 926 | 30.79 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 2,862 | 25.42 | 156 | 27.87 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 40,516 | -14.58 | 2,216 | -12.80 | ||||
2025-07-31 | 13F | 奥本海默公司 | 253,764 | -3.90 | 13,878 | -1.89 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 41,116 | 0.95 | 2,249 | 3.07 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 295,600 | -1.00 | 16,166 | 1.06 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 6 | 0.00 | 0 | |||||
2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 242 | -31.05 | 13 | -27.78 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 571,327 | 5.33 | 31,246 | 10.31 | ||||
2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类,2017 年 1 月 31 日生效(原 A 类) | 2,802 | 0.00 | 136 | -26.49 | ||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 8,800 | 481 | |||||
2025-08-14 | 13F | 永久资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 8,800 | 481 | |||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 2,932,742 | 12.21 | 160,417 | 14.60 | ||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 13,100 | 178.72 | 612 | 69.53 | ||||
2025-08-14 | 13F | Evercore财富管理有限责任公司 | 13,108 | 9.57 | 717 | 11.88 | ||||
2025-07-18 | 13F | 信托金融公司 | 68,837 | -9.29 | 3,765 | -7.40 | ||||
2025-08-11 | 13F | 莫鲁斯资本管理有限公司 | 665,854 | 15.95 | 36,416 | 18.38 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 43,289 | -7.92 | 2,367 | -6.04 | ||||
2025-08-14 | 13F | FJ资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 78,877 | -1.38 | 3,686 | -40.07 | ||||
2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 25,000 | 0.00 | 1,367 | 2.09 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 103 | 0.00 | 6 | 0.00 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 201 | 0.00 | 11 | 0.00 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 10,673 | 0.00 | 584 | 2.10 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 3,311 | 131.86 | 181 | 138.16 | ||||
2025-08-14 | 13F | 富勒泰勒资产管理公司 | 132 | 0.00 | 7 | 0.00 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 6,172 | -33.32 | 288 | -59.49 | ||||
2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 46,064 | -11.52 | 2,519 | -9.68 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 13,319 | -1.51 | 728 | 0.55 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 4,842 | 0.54 | 265 | 2.33 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 656 | 8.25 | 37 | 16.13 | ||||
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 | 61,632 | 2,880 | ||||||
2025-04-29 | 13F | 佩森公司 | 2,400 | -35.14 | 129 | -55.86 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 182,100 | 71.95 | 9,959 | 75.55 | |||
2025-06-27 | NP | XMMO - Invesco S&P MidCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,137,385 | -10.88 | 53,150 | -45.84 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 201,700 | 373.47 | 11,031 | 383.35 | |||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | BPLSX - Boston Partners 机构多头/空头股票基金 | 4,482 | -3.82 | 218 | -29.55 | ||||
2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,498 | 127.98 | 1,559 | 102.60 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -297 | -16 | |||||
2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 4,519 | -10.07 | 247 | -8.18 | ||||
2025-04-16 | 13F/A | 西方财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 摩根大通公司 | 4,498,154 | -12.26 | 246,004 | -10.42 | ||||
2025-07-24 | NP | FDEGX - 富达增长策略基金 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 | 233,300 | 0.00 | 11,338 | -26.59 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 524 | -8.87 | 29 | -37.78 | ||||
2025-05-09 | 13F | 三菱日联信托银行 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 24,961 | 0.00 | 1,365 | 2.09 | ||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 13,145 | -2.45 | 719 | -0.42 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 4,450 | 2.89 | 238 | -29.79 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 3,216 | 567.22 | 176 | 464.52 | ||||
2025-05-08 | 13F | 巴德尔银行 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund 机构股票 | 71,912 | -1.18 | 3,495 | -27.47 | ||||
2025-05-13 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 73,312 | 4,009 | ||||||
2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 44,928 | 0.96 | 2,099 | -38.64 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 285 | -67.32 | 13 | -80.60 | ||||
2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 麦肯齐金融公司 | 23,091 | -11.19 | 1,263 | -9.34 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 1,588,023 | -6.77 | 86,849 | -4.82 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 310,508 | -6.59 | 16,982 | -4.63 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 94,426 | 14.72 | 5,164 | 17.12 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,513 | 59.60 | 83 | 64.00 | ||||
2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 44,700 | 0.00 | 2,445 | 2.09 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | 7,030 | 384 | ||||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 50,742 | -0.78 | 2,775 | 1.31 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 22,068 | -20.89 | 1,207 | -19.28 | ||||
2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 7,475 | 0.00 | 409 | 2.00 | ||||
2025-05-15 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | Citadel 投资咨询公司 | 18,420 | 20.51 | 1 | |||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 38 | 0.00 | 2 | 0.00 | ||||
2025-08-26 | NP | Profunds - Profunds 中型成长股副总裁 | 789 | 8.98 | 43 | 13.16 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 1,581 | 1.28 | 86 | 3.61 | ||||
2025-08-20 | NP | LEQAX - LoCorr 动态股票基金 A 类 | 27,544 | 1,506 | ||||||
2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 2,592 | 0.00 | 142 | 2.17 | ||||
2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,168 | 0.00 | 203 | -26.55 | ||||
2025-08-01 | 13F | ACR Alpine 资本研究有限责任公司 | 53,280 | 47.37 | 2,914 | 50.46 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 683 | -2.29 | 37 | 0.00 | ||||
2025-08-08 | 13F | 布兰金希普和福斯特有限责任公司 | 3,741 | 0.00 | 205 | 2.00 | ||||
2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 1,683 | 5.52 | 92 | 8.24 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 4,039 | 45.03 | 221 | 0.92 | ||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 2,571 | -19.93 | 120 | -51.22 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 238,344 | -5.30 | 11,138 | -42.45 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 78,100 | 317.65 | 4,271 | 326.67 | ||||
2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 1,911 | 5.52 | 105 | 7.22 | ||||
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 | 55,131 | 9.09 | 2,576 | -33.69 | ||||
2025-08-06 | 13F | 遗产桥有限责任公司 | 431 | 0.00 | 24 | 0.00 | ||||
2025-05-14 | 13F | 拉弗蒂资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 51,616 | -20.06 | 2,412 | -51.41 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 6,694,843 | -1.67 | 366,141 | 0.39 | ||||
2025-08-11 | 13F | 维滕贝格投资管理公司 | 37,574 | -1.56 | 2,055 | 0.49 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 67,451 | 3,689 | ||||||
2025-08-14 | 13F | 洛德雅培有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金(一) | 5,881 | 1.19 | 322 | 3.22 | ||||
2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 130,478 | 0.14 | 6,097 | -39.14 | ||||
2025-05-06 | 13F | RSM美国财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-04-24 | NP | CZMVX - 多经理价值策略基金机构类 | 13,256 | 0.00 | 878 | -16.40 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 1,948 | 0.00 | 91 | -38.93 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 4,017 | -5.77 | 220 | -3.95 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 5,914 | 0.36 | 323 | 2.54 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | SAOPX - 巴雷特机会基金零售类 | 46,064 | -11.52 | 2,519 | -9.68 | ||||
2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 1,865 | 91 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 580 | 0.35 | 32 | 3.33 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -2,500 | 25.00 | -122 | -8.33 | |||
2025-08-11 | 13F | 野村资产管理有限公司 | 1,520 | 0.00 | 83 | 2.47 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 64,013 | -52.53 | 3,501 | -51.54 | ||||
2025-05-05 | 13F | Montag A & Associates 公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 德肖公司 | 189,527 | 10,365 | ||||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | Short | -1,324 | -123.33 | -72 | -138.30 | |||
2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 25 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 91,600 | 46.09 | 5,010 | 49.17 | |||
2025-07-29 | NP | PTL-Inspire 500 ETF | 4,961 | 17.36 | 241 | -13.62 | ||||
2025-03-28 | 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 | 117,814 | -2.45 | 9,059 | 17.23 | ||||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 9,606 | 525 | ||||||
2025-08-14 | 13F | 德肖公司 | Put | 54,000 | 91.49 | 2,953 | 95.56 | |||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 12,174 | 0.00 | 592 | -26.58 | ||||
2025-08-04 | 13F | AMG 国家信托银行 | 18,665 | 0.09 | 1,021 | 2.10 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 56,200 | 137.13 | 3 | 200.00 | |||
2025-04-29 | 13F | 卡拉莫斯顾问有限责任公司 | 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 | 68 | 3 | ||||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 15,638 | 855 | ||||||
2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 68,400 | 53.71 | 3,741 | 56.95 | |||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 66,500 | -15.72 | 3,637 | -13.96 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 18,200 | -70.26 | 1 | -100.00 | |||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 803 | -10.68 | 44 | -10.42 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | 910 | -87.69 | 0 | |||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | ABPAX - AB 保守财富策略 A 级 | 18,783 | -4.18 | 913 | -29.68 | ||||
2025-06-25 | NP | HSMV - First Trust Horizon 管理波动性中小型 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 | 594 | -57.45 | 28 | -74.77 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 45,145 | 2.11 | 2,469 | 4.22 | ||||
2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 9,431 | -59.07 | 516 | -58.27 | ||||
2025-08-13 | 13F | 奥西亚姆 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 11,215 | -0.25 | 613 | 1.83 | ||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 107 | -10.08 | 5 | -28.57 | ||||
2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 4,600 | -41.06 | 252 | -39.95 | ||||
2025-08-05 | 13F | 美国资产投资管理有限公司 | 100,000 | 0.00 | 5,469 | 2.09 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 41,637 | 46.09 | 2,277 | 49.21 | ||||
2025-05-08 | 13F | HHM 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 3,500 | 0.00 | 191 | 2.14 | ||||
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 | 55,414 | 0.00 | 2,589 | -39.23 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 182,374 | -1.73 | 9,974 | 0.32 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 14,350 | 1.46 | 785 | 3.57 | ||||
2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 改变路径有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 22,379 | 1.33 | 1,046 | -38.46 | ||||
2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 2,865 | -15.16 | 153 | -42.05 | ||||
2025-04-28 | 13F | 达戴维森公司 | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,465 | 1.96 | 1,721 | 4.05 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 21,410 | 0.00 | 1,171 | 2.09 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 126,015 | 230.11 | 7 | 200.00 | ||||
2025-03-25 | NP | CVGRX - Calamos 成长基金 A 类 | 13,818 | 0.00 | 1,062 | 20.14 | ||||
2025-08-28 | NP | MDYV - SPDR(R) S & P 400 中盘价值 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 | 132,068 | -1.16 | 7,223 | 0.91 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 308,931 | -20.41 | 16,896 | -16.63 | ||||
2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 251,966 | -14.06 | 13,780 | -12.26 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 49,136 | 19.34 | 2,687 | 21.86 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 3,706 | -31.52 | 180 | -49.72 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 300 | 0.00 | 16 | 0.00 | ||||
2025-08-14 | 13F | 前奏资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 69,289 | 16.31 | 3,789 | 18.74 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 316,537 | -27.47 | 17,311 | 75,165.22 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 27,459 | 6.45 | 1,283 | -35.30 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 892 | 159.30 | 49 | 166.67 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 5,747 | -0.76 | 314 | 1.29 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 44,389 | -10.22 | 2,428 | -8.35 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 4,091 | -10.32 | 199 | -34.44 | ||||
2025-05-01 | 13F | 圣犀牛资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 财富高治理资本有限公司 | 124,000 | 6,782 | ||||||
2025-08-14 | 13F | Bamco Inc /纽约/ | 519,528 | 36.89 | 28,413 | 39.75 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 56,058 | 18.86 | 3 | 50.00 | ||||
2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 99,981 | -2.51 | 5,468 | -0.47 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 60,781 | 5.87 | 2,954 | -22.29 | ||||
2025-03-26 | NP | TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 | 19,169 | -65.78 | 1,474 | -58.89 | ||||
2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 3,816 | 209 | ||||||
2025-08-08 | 13F | 哈特兰有限公司 | 337 | 18 | ||||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 6,325 | 28.50 | 0 | |||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 927,328 | 21.29 | 45,068 | -10.95 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 14,175 | -3.41 | 775 | -1.40 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 36 | 100.00 | 2 | |||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 27,887 | 0.00 | 1,316 | -18.83 | ||||
2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 1,460,746 | 10.13 | 79,888 | 12.44 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 28,000 | -26.70 | 1,531 | -25.17 | |||
2025-08-14 | 13F | 维登咨询有限责任公司 | 9,552 | 14.11 | 522 | 16.52 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 10,900 | -47.34 | 596 | -46.21 | |||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 中盘相对价值 VIP 基金 | 45,429 | 2.45 | 2,485 | 4.59 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 88,388 | 1.39 | 4,834 | 3.51 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 3,332 | -23.05 | 182 | -21.21 | ||||
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 | 86,956 | 0.00 | 4,756 | 2.08 | ||||
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 | 12,131 | 2.64 | 590 | -24.68 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | 20,392 | 0.00 | 1,115 | 2.11 | ||||
2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,936 | 16.96 | 3,661 | 19.41 | ||||
2025-05-14 | 13F | 埃莱维斯特公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 5,489 | 300 | ||||||
2025-06-26 | NP | FZFLX - 富达 SAI 中小盘 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 | 40,454 | -14.63 | 1,890 | -48.12 | ||||
2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 28,900 | 3.21 | 1,581 | 5.40 | ||||
2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 247,435 | -2.67 | 12,025 | -28.55 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | NP | SPMIX - 标普中盘指数基金直接股票 | 5,830 | -3.04 | 283 | -28.89 | ||||
2025-04-25 | 13F | 新千年集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 塞勒姆投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 204,662 | 1.15 | 11,193 | 3.27 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 13 | 0 | ||||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 3,538 | 43.59 | 165 | -12.70 | ||||
2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 洞察财富策略有限责任公司 | 82,194 | 36.74 | 4,567 | 41.80 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 2,554 | -7.06 | 140 | -35.35 | ||||
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 | 67,243 | -8.02 | 3,142 | -44.09 | ||||
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 | 3,807 | 8.15 | 208 | 10.64 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 45,800 | 0.44 | 2,505 | 2.54 | ||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 6,188 | 0.00 | 301 | -26.65 | ||||
2025-04-15 | 13F | 野山羊财富顾问 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | NBC 证券公司 | 3,463 | 0.73 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 173,564 | 175.15 | 9,492 | 180.91 | ||||
2025-08-12 | 13F | 保德信金融公司 | 49,238 | 148.58 | 2,693 | 153.72 | ||||
2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 33,174 | -18.70 | 2 | -50.00 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 26,079 | -9.39 | 1,426 | -7.46 | ||||
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 | 10,593 | 495 | ||||||
2025-08-12 | 13F | SRS 资本顾问公司 | 978 | 13.33 | 53 | 15.22 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 5,584 | 123.18 | 305 | 145.97 | ||||
2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 6,405 | 65.80 | 350 | 69.90 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 密歇根州退休系统 | 39,216 | 0.51 | 2,145 | 2.58 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 293,619 | 3.00 | 16,058 | 5.15 | ||||
2025-08-07 | 13F | 涵盖更多资产管理 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 4,480 | -5.29 | 245 | -3.16 | ||||
2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 20 | 0.00 | 1 | -100.00 | ||||
2025-06-26 | NP | FASEX - Nuveen 中型价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,316 | 0.00 | 5,342 | -39.23 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 10,072 | 85.76 | 551 | 89.66 | ||||
2025-05-07 | 13F | 第一中心咨询公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 塞伊投资公司 | 497,225 | 31.75 | 27,193 | 34.51 | ||||
2025-07-17 | 13F | 绿叶信托 | 5,944 | 1.64 | 325 | 3.83 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 425 | 0.00 | 23 | 4.55 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 60,790 | 3,325 | ||||||
2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,719 | -24.14 | 2,664 | -22.56 | ||||
2025-04-01 | NP | PKW - 景顺回购成功者 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 | 113,322 | 29.61 | 8,713 | 55.76 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 1,265,751 | 2.12 | 69,224 | 4.25 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 195,446 | 32.92 | 10,689 | 35.70 | ||||
2025-07-21 | 13F | 内在价值合伙人有限责任公司 | 29,873 | -0.20 | 1,634 | 1.87 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 180,600 | 1,065.16 | 9,877 | 1,090.00 | |||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 16,600 | 31.75 | 908 | 34.57 | |||
2025-07-14 | 13F | 特兰资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 74 | 0.00 | 4 | 33.33 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,390 | 0.00 | 76 | 2.70 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IAI - iShares 美国经纪交易商和证券交易所 ETF | 229,903 | -12.87 | 12,573 | -11.05 | ||||
2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 2,842 | -42.40 | 138 | -57.67 | ||||
2025-05-15 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 0 | -100.00 | 0 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 4,150 | 222 | ||||||
2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 2 | 0.00 | 0 | |||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿中盘股指数投资组合 A 类 | 62,814 | -3.93 | 3,435 | -1.91 | ||||
2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 2,138 | 0.00 | 142 | -16.57 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 48 | 0.00 | 3 | 0.00 | ||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 28,439 | 308.02 | 1,555 | 316.89 | ||||
2025-04-18 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,888 | -54.54 | 125 | -62.20 | ||||
2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 731 | 14.94 | 34 | -29.17 | ||||
2025-08-08 | 13F | KBC 集团 | 107,253 | -4.41 | 6 | -16.67 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 942 | 1.40 | 53 | 8.33 | ||||
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 | 9,882 | 0.00 | 540 | 2.08 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 8,158 | 0.00 | 446 | 2.06 | ||||
2025-07-29 | 13F | 私人信托公司 | 589 | -6.36 | 32 | -3.03 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
2025-04-14 | 13F | 奇迹英里顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-18 | NP | GMXAX - 全国中盘市场指数基金 A 类 | 29,557 | -7.06 | 1,381 | -43.52 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 7,580 | 3.05 | 415 | 5.08 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 70,200 | 201.29 | 3,839 | 207.61 | |||
2025-08-04 | 13F | 沙漠互利管理员 | 362 | 0.00 | 20 | 0.00 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 357,348 | 3.02 | 19,543 | 5.17 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 187,557 | 263.12 | 10,257 | 270.82 | ||||
2025-08-14 | 13F | 牛津资产管理公司 | 21,416 | 172.05 | 1,171 | 268.24 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 2,800 | 153 | |||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 121,353 | 8.95 | 5,671 | -33.79 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 100,331 | 3.03 | 5,648 | 8.26 | ||||
2025-07-28 | NP | UMDD - ProShares UltraPro MidCap400 | 921 | -34.59 | 45 | -52.69 | ||||
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 | 3,358 | -22.32 | 184 | -20.78 | ||||
2025-08-14 | 13F | 曼氏集团 | 113,317 | 309.13 | 6,197 | 317.87 | ||||
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 | 363,688 | 0.00 | 16,995 | -39.22 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 85,968 | 4,702 | ||||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | HMS 资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 6,603 | 1.84 | 361 | 18.36 | ||||
2025-08-15 | 13F | 摩根士丹利 | 2,880,295 | 23.13 | 157,523 | 25.70 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 5,501 | 8.48 | 301 | 10.70 | ||||
2025-08-11 | 13F | 花旗集团 | 58,953 | -87.71 | 3,224 | -87.45 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 5 | 8 | |||||
2025-04-22 | 13F | 佩特拉金融顾问公司 | 0 | -100.00 | 0 | |||||
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 | 81,901 | 0.84 | 3,980 | -25.97 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 50,535 | 0.00 | 3 | 0.00 | ||||
2025-05-08 | 13F | 特里维斯特顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 梅林投资管理有限公司 | 207,314 | -2.03 | 11,338 | 0.02 | ||||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,183 | 3.41 | 65 | 4.92 | ||||
2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 39,437 | 0.00 | 2,157 | 2.08 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 7,759 | 8.85 | 424 | 11.29 | ||||
2025-07-22 | NP | GSMYX - 高盛机构中小盘增长基金 | 215,295 | -9.19 | 10,463 | -33.33 | ||||
2025-08-29 | NP | STXM-Strive 中型股 ETF | 715 | 6.56 | 39 | 11.43 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 13,641 | -1.12 | 663 | -27.49 | ||||
2025-08-08 | 13F | Gts 证券有限公司 | 4,323 | 236 | ||||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 73,533 | 0.49 | 4,022 | 2.60 | ||||
2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 599 | 24.27 | 28 | -27.03 | ||||
2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 48,024 | 12.63 | 2,626 | 14.97 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 104,079 | -4.99 | 5,692 | -3.00 | ||||
2025-07-25 | 13F | 我艾利森有限公司 | 5,400 | 0.00 | 295 | 2.08 | ||||
2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 36,764 | -6.92 | 2,011 | -4.96 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 3,081 | -15.96 | 144 | -49.11 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 22,283 | -17.41 | 1,219 | -15.71 | ||||
2025-05-14 | 13F | ExodusPoint 资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 7,021 | 3.51 | 328 | -37.04 | ||||
2025-08-14 | 13F | 伯克希尔哈撒韦公司 | 433,558 | 0.00 | 23,711 | 2.09 | ||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 662,495 | -8.90 | 30,958 | -44.63 | ||||
2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,442 | 2.30 | 2,264 | -37.85 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 27,570 | -4.22 | 1,508 | -2.21 | ||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 10,800 | -66.14 | 591 | -65.46 | |||
2025-03-31 | NP | DAACX - 多元化股票基金 | 968 | 0.00 | 74 | 21.31 | ||||
2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 1,054 | -10.22 | 51 | -33.77 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 131,653 | -2.63 | 7 | 0.00 | ||||
2025-06-27 | NP | SYLD - Cambria 股东收益 ETF | 136,252 | -15.49 | 6,367 | -48.64 | ||||
2025-05-08 | 13F | 嘉实基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Mv 资本管理公司 | 2 | -60.00 | 0 | |||||
2025-06-26 | NP | ALTFX - AB 可持续全球主题基金, INC. A 类 | 411,520 | -6.32 | 19,230 | -43.07 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 71,518 | -10.45 | 4 | -25.00 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 56,154 | 29.15 | 2,624 | -21.51 | ||||
2025-06-23 | NP | UMPIX - 超中型深度投资者类别 | 1,291 | -26.73 | 60 | -55.56 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 645 | -7.19 | 35 | -35.19 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 26,603 | 0.55 | 1,455 | 2.61 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 114 | -12.98 | 6 | -14.29 | ||||
2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 224,062 | -8.39 | 12,255 | -6.47 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 47,536 | -17.06 | 2,600 | -15.34 | ||||
2025-08-13 | 13F | 第1492章 | 87,653 | 78.08 | 4,794 | 81.83 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 24,584 | 1,344 | ||||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 6,889 | 1.86 | 322 | -38.27 | ||||
2025-05-14 | 13F | 洛克菲勒资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 174 | 0.00 | 10 | 0.00 | ||||
2025-05-09 | 13F | 地理财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | LSV资产管理 | 486,300 | -0.61 | 27 | 0.00 | ||||
2025-08-13 | 13F | 景顺有限公司 | 1,561,855 | -25.05 | 85,418 | -23.48 | ||||
2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 49,684 | 1.62 | 2,322 | -38.25 | ||||
2025-05-22 | NP | 德意志 DWS 变量系列 I - DWS 全球小型股 VIP A 级 | 13,652 | 0.00 | 731 | -31.68 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 679 | 6.59 | 33 | -23.81 | ||||
2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 88,825 | 15.22 | 4,858 | 17.63 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 5,694 | 5.56 | 311 | 7.99 | ||||
2025-05-30 | NP | QMOM - Alpha Architect 美国量化动量ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 13,881 | 759 | ||||||
2025-08-25 | NP | 美国互助投资公司 - 中型股票指数基金类别 | 80,605 | -2.79 | 4,408 | -0.74 | ||||
2025-08-12 | 13F | 德意志银行\ | 401,024 | -9.39 | 21,932 | -7.50 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 304,800 | 85.97 | 16,670 | 89.85 | |||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 129,500 | -29.50 | 7,082 | -28.03 | |||
2025-08-14 | 13F | Citadel 顾问有限公司 | 577,391 | -6.83 | 31,578 | -4.88 | ||||
2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 17,093 | 0.00 | 935 | 2.08 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 52,042 | 1.02 | 2,846 | 3.15 | ||||
2025-08-08 | 13F | 安联保险 | 6,919 | 378 | ||||||
2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 8,032 | -0.85 | 439 | 1.39 | ||||
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 | 164,430 | 2.31 | 7,991 | -24.89 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 942 | -7.01 | 52 | -35.44 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 562 | -4.42 | 31 | -3.23 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 9 | -95.69 | 0 | -100.00 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,340 | -12.13 | 73 | -9.88 | ||||
2025-08-13 | 13F | 定制索引系统有限公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 20,500 | -2.38 | 1,121 | -0.27 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 7,546 | 0.00 | 413 | 1.98 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 578 | 32 | ||||||
2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 26,752 | -2.03 | 1,300 | -28.06 | ||||
2025-07-15 | 13F | 灯塔投资咨询服务公司 | 159,960 | 7.56 | 8,748 | 9.82 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 4,579 | 1.98 | 250 | 4.17 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 6,395 | 97.13 | 350 | 101.73 | ||||
2025-08-14 | 13F | 道富银行 | 4,837,147 | -5.02 | 264,544 | -3.04 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 24,828 | 8.28 | 1,160 | -34.20 | ||||
2025-08-15 | NP | MBOVX - M 大盘价值基金 | 3,300 | 0.00 | 180 | 2.27 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 2 | 0.00 | 0 | |||||
2025-08-14 | 13F | 联信银行 | 68,013 | 2.35 | 3,720 | 4.50 | ||||
2025-08-14 | 13F | 布里奇威资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 1,350 | 0.00 | 74 | 1.39 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 169,445 | 13.94 | 9,267 | 16.32 | ||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 31,099 | 12.57 | 1,701 | 14.94 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 152,672 | -57.74 | 8,350 | -56.86 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 8 | 166.67 | 0 | |||||
2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,810 | -13.99 | 482 | -12.23 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 294,435 | -8.14 | 16,103 | -6.22 | ||||
2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 1,057 | -97.29 | 51 | -98.02 | ||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 6,475 | -5.65 | 303 | -42.69 | ||||
2025-07-18 | 13F | 库珀金融集团 | 6,781 | 0.80 | 371 | 2.78 | ||||
2025-08-14 | 13F | Point72 亚洲(新加坡)私人有限公司有限公司 | 8,698 | 601.45 | 476 | 619.70 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 700 | 0.00 | 38 | 2.70 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 55 | 3 | ||||||
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 | 97,716 | -18.00 | 4,749 | -39.81 | ||||
2025-05-13 | 13F | EAM 投资者有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 阿蒙迪 | 226,025 | 8.62 | 12,798 | 28.27 | ||||
2025-08-13 | 13F | 罗伯蒂·罗伯特 | 341,654 | -0.55 | 18,685 | 1.54 | ||||
2025-08-14 | 13F | Xponance公司 | 21,238 | -10.72 | 1,162 | -8.87 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | IYF - iShares 美国金融 ETF | 106,274 | -6.74 | 4,966 | -43.32 | ||||
2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 306 | 47.83 | 14 | -6.67 | ||||
2025-06-11 | NP | KGDAX - DWS 全球小盘基金 A 类 | 7,285 | -79.19 | 340 | -87.37 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultramid-cap | 339 | -15.46 | 19 | -14.29 | ||||
2025-08-04 | 13F | 穆迪奥尔德里奇合伙公司 | 4,008 | -1.62 | 219 | 0.46 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 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 | 30,363 | 1.32 | 1,419 | -38.45 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 3,454 | -19.07 | 189 | -17.54 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 30,600 | -47.42 | 1,674 | -46.33 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 18,800 | 91.84 | 1,028 | 96.18 | |||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 73,959 | 0.00 | 4,045 | 2.10 | ||||
2025-08-13 | 13F | 勃艮第资产管理有限公司 | 299,958 | 16,405 | ||||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 5,507 | 0.18 | 268 | -26.45 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 29,068 | -25.98 | 1,590 | -24.44 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 386,821 | 100.61 | 21,155 | 104.81 | ||||
2025-08-14 | 13F | 红木投资管理有限公司 | 24,782 | -0.04 | 1 | 0.00 | ||||
2025-08-14 | 13F | Punch & Associates 投资管理公司 | 5,275 | 288 | ||||||
2025-03-28 | NP | PFI - Invesco DWA 金融动量 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 | 26,269 | 0.71 | 2,020 | 21.04 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 77,755 | 0.69 | 4,252 | 2.80 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 1,009 | 0.00 | 55 | 1.85 | ||||
2025-08-14 | 13F | 凯特尔希尔资本管理有限公司 | 394,285 | 21,563 | ||||||
2025-08-01 | 13F | 第一太平洋顾问有限合伙人 | 2,580,283 | -0.02 | 141,116 | 2.07 | ||||
2025-06-25 | NP | VFPIX - 私募资本管理价值基金 I 类 | 35,985 | 20.84 | 1,682 | -26.56 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 30 | 2 | ||||||
2025-08-15 | 13F | Captrust 财务顾问 | 357,540 | -56.99 | 19,554 | -56.10 | ||||
2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 9,899 | -28.42 | 530 | -51.11 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 68,089 | 1.94 | 3,724 | 4.08 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 21 | -48.78 | 1 | -50.00 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 24,349 | 0.00 | 1,138 | -39.26 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 24,941 | -2.30 | 1 | 0.00 | ||||
2025-07-30 | 13F | Securian 资产管理公司 | 12,372 | 0.00 | 677 | 2.11 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 303,145 | 61.96 | 16,579 | 65.36 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 5,988 | -14.87 | 327 | -13.03 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 6,188 | 4.56 | 338 | 6.62 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 106 | 53.62 | 6 | 66.67 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT Index 400 中型基金 1 级 | 12,372 | 0.00 | 677 | 2.11 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 184 | -7.07 | 10 | 0.00 | ||||
2025-05-09 | 13F | L & S 顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | MKT 顾问有限责任公司 | 5,275 | 0.00 | 293 | 31.98 | ||||
2025-08-28 | NP | SMSAX - SIMT 多策略另类基金 F 类 | 35,787 | 1,957 | ||||||
2025-05-12 | 13F | 基石投资者私人有限公司 | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | 弗雷德·阿尔杰管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 1,872 | 28.75 | 0 | |||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 257,297 | -17.18 | 14,072 | -15.44 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 134,337 | 7.78 | 7,347 | 10.02 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 635,800 | 30.58 | 34,772 | 33.31 | |||
2025-07-28 | NP | VMIDX - 中型股指数基金 | 146,693 | -4.07 | 7,129 | -29.57 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 32,343 | -2.85 | 1,769 | -0.84 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 24,488 | 0.00 | 1,339 | 2.14 | ||||
2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 3,532,617 | -1.89 | 193,199 | 0.16 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 39,335 | 4.75 | 1,838 | -36.34 | ||||
2025-05-15 | 13F | 长荣资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 10 | 1 | ||||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 36,007 | -5.98 | 1,969 | -4.00 | ||||
2025-03-18 | 13F | 托马资本管理有限公司 | 14,413 | 1,130 | ||||||
2025-07-22 | 13F | 广发基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 57,904 | 232.67 | 3,167 | 239.70 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 29,574 | -1.95 | 1,617 | 0.12 | ||||
2025-06-23 | NP | MPSIX - 中型股标准普尔 400 指数基金机构类 | 67,776 | -1.18 | 3,167 | -39.94 | ||||
2025-05-19 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 894 | 0.00 | 48 | -32.86 | ||||
2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 马萨诸塞州互助人寿保险公司 | 4,655,231 | 0.00 | 254,595 | 2.09 | ||||
2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 27,000 | 3.85 | 1,312 | -23.77 | ||||
2025-06-25 | NP | PESPX - 纽约梅隆中型股指数基金公司投资者股票 | 78,353 | -4.15 | 3,661 | -41.75 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 61,387 | 0.85 | 3,357 | 2.98 | ||||
2025-04-17 | 13F | 交易所交易概念有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 5,100 | 0.00 | 248 | -26.71 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 12,345 | -69.13 | 675 | -68.49 | ||||
2025-04-30 | 13F | CFC 规划有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中盘指数基金标准类别 | 50,875 | -0.83 | 2,782 | 1.24 | ||||
2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 1,292,186 | 187.13 | 70,670 | 193.14 | ||||
2025-07-24 | 13F | 拉米雷斯资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 2,581 | -11.34 | 141 | -38.16 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 5,318 | 291 | ||||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 20,781 | 59.84 | 1,137 | 63.22 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 92,431 | -3.63 | 5,055 | -1.62 | ||||
2025-04-23 | 13F | 菲利普斯财富规划师有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 347,771 | -2.79 | 19,020 | -0.76 | ||||
2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 23,979 | -3.94 | 1,844 | 26.32 | ||||
2025-08-12 | 13F | MAI资本管理 | 516 | 123.38 | 28 | 133.33 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 17,802 | -25.71 | 832 | -54.89 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 10,389 | -2.51 | 568 | -0.35 | ||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 3,420 | 0.00 | 187 | 2.19 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 29,214 | 14.05 | 1,598 | 15.39 | ||||
2025-08-14 | 13F | BW Gestao de Investimentos Ltda。 | 76,000 | 4,156 | ||||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 537,767 | -8.87 | 29,410 | -6.97 | ||||
2025-08-12 | 13F | MAI资本管理 | Call | 11 | ||||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 181 | 0.00 | 10 | 0.00 | ||||
2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 3,756 | 0.40 | 205 | 2.50 | ||||
2025-05-20 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 22,678 | -3.50 | 1,215 | -34.09 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F/A | 乐天证券公司 | 1 | 0.00 | 0 | |||||
2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,330 | 16.62 | 1,182 | -14.41 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 158 | 9 | ||||||
2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 889,293 | 0.71 | 43,220 | -26.07 | ||||
2025-05-08 | 13F | 梅斯罗金融投资管理公司 | 0 | -100.00 | 0 | |||||
2025-03-31 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,790 | 193.24 | 3,059 | 252.42 | ||||
2025-05-28 | 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 | 3,180 | -97.20 | 170 | -95.49 | ||||
2025-05-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 3,901 | 0.00 | 213 | 2.40 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 412,933 | 0.00 | 22,583 | 2.09 | ||||
2025-08-04 | 13F | 俄亥俄州 | 399,104 | -2.34 | 21,827 | -0.31 | ||||
2025-04-23 | 13F | JCIC资产管理公司 | 705 | 193.75 | 38 | 105.56 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 181,800 | -1.89 | 9,943 | 0.16 | |||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 4,564 | -10.32 | 250 | -8.46 | ||||
2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 3,144 | 0.00 | 172 | 1.79 | ||||
2025-08-05 | 13F | TSFG有限公司 | 205 | 0.00 | 0 | |||||
2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 2,520,870 | 0.69 | 137,866 | 2.79 | ||||
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 | 10,770 | -2.09 | 589 | 0.00 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 5 | 0.00 | 0 | |||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 339,917 | 55.54 | 15,884 | -5.47 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 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 | 16,803 | -3.17 | 785 | -41.15 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,798 | 0.00 | 87 | -26.89 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 7,864 | 0.00 | 0 | |||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 0 | -100.00 | 0 | |||||
2025-07-23 | NP | CFMCX - 中型股基金 | 3,834 | -89.49 | 186 | -92.30 | ||||
2025-08-21 | NP | MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 | 74,231 | -8.66 | 4,060 | -6.75 | ||||
2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 78,165 | 2.25 | 3,653 | -37.86 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 20,889 | -8.82 | 1,142 | -6.93 | ||||
2025-07-22 | 13F | 勤奋投资者有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 77,316 | 12.66 | 4,229 | 15.01 | ||||
2025-05-28 | NP | JAVA - 摩根大通活跃价值 ETF | 95,793 | 136,747.14 | 5,132 | 102,520.00 | ||||
2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,809 | 4.44 | 1,958 | 6.64 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 6,485 | 355 | ||||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 118,763 | -4.47 | 6 | 0.00 | ||||
2025-03-31 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,700 | 8.59 | 6,513 | 30.50 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 68,242 | 1.22 | 3,732 | 3.35 | ||||
2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 114,478 | -10.58 | 5,350 | -45.66 | ||||
2025-07-14 | 13F | 怀特纳资本管理公司 | 5,545 | 0.91 | 303 | 3.06 | ||||
2025-07-15 | 13F | Am投资策略有限公司 | 10,000 | 0.00 | 1 | |||||
2025-08-01 | 13F | 百富勤资本管理有限公司 | 340 | 0.00 | 19 | 0.00 | ||||
2025-04-25 | 13F | PMC FIG 机会有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-12 | 13F | EAM全球投资者有限责任公司 | 0 | -100.00 | 0 | |||||
2025-03-27 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 36,220 | -47.44 | 2,785 | -36.84 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 22,165 | 1.77 | 1,212 | 3.95 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 3,948 | -15.64 | 216 | -14.00 | ||||
2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 138,741 | 1.09 | 6,743 | -25.79 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 1,976 | -91.22 | 0 | -100.00 | ||||
2025-07-28 | 13F | 港口投资公司 | 4,426 | 93.95 | 242 | 98.36 | ||||
2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 29,540 | -88.29 | 1,616 | -88.05 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 1,673,724 | -40.25 | 92 | -39.33 | ||||
2025-08-08 | 13F | 创意策划 | 47,427 | -3.77 | 2,594 | -1.78 | ||||
2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 44,950 | 27.71 | 2,458 | 30.40 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 5,147 | 74.06 | 241 | 5.73 | ||||
2025-08-13 | 13F | M&T银行公司 | 34,105 | -8.89 | 1,866 | -6.98 | ||||
2025-08-14 | 13F | 山顶控股公司 | 5,781 | 316 | ||||||
2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 221,658 | 0.07 | 12,122 | 2.16 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 622 | -30.81 | 33 | -52.86 | ||||
2025-07-25 | NP | PMDAX - 中小型股股息收入基金 A 类 | 566,651 | 3.01 | 27,539 | -24.38 | ||||
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 | 347,509 | 0.00 | 16,239 | -39.22 | ||||
2025-08-14 | 13F | 采石场LP | 898 | 49 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19,931 | 15.21 | 1,090 | 24.43 | ||||
2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 456 | 25 | ||||||
2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | BFGFX - 男爵聚焦成长基金 | 490,000 | 96.00 | 26,798 | 100.10 | ||||
2025-06-25 | NP | CNDAX - 哥伦比亚债券基金 A 类 | 39 | 0.00 | 2 | -50.00 | ||||
2025-05-29 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI Discovery Mid Cap Growth Fund Series II | 57,725 | -69.31 | 3,092 | -79.03 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 587,585 | 34.20 | 32,135 | 37.01 | ||||
2025-08-14 | 13F | 第一威尔希尔证券管理公司 | 52,982 | -0.45 | 2,898 | 1.61 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 360 | 20 | ||||||
2025-08-13 | 13F | 连接资本管理有限责任公司 | 28,154 | 1,540 | ||||||
2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 76,210 | -13.98 | 4,083 | -41.22 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 42 | 0.00 | 2 | 0.00 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 24,743 | 0.00 | 1,353 | 2.11 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 1,598 | -13.53 | 87 | -11.22 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 68,857 | 0.00 | 3,766 | 2.09 | ||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 2,490 | 136 | ||||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 12 | 1 | ||||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 350,268 | 329.76 | 19 | 375.00 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 173,103 | -5.24 | 9,467 | -3.26 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 100 | 5 | ||||||
2025-07-15 | 13F | Kwmg 有限公司 | 12,956 | -8.37 | 709 | -6.47 | ||||
2025-08-13 | 13F | GoodHaven 资本管理有限责任公司 | 442,287 | 0.52 | 24,189 | 2.62 | ||||
2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 纽约州共同退休基金 | 78,437 | -9.78 | 4 | 0.00 | ||||
2025-08-26 | NP | AB VARIABLE Products SERIES FUND, INC. - AB 全球主题增长投资组合 A 类 | 39,450 | -3.36 | 2,158 | -1.33 | ||||
2025-08-11 | 13F | 先锋集团公司 | 14,952,778 | -2.11 | 817,767 | -0.06 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 25,372 | -87.84 | 1,388 | -87.59 | ||||
2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 1,682 | 0.00 | 82 | -27.03 | ||||
2025-06-25 | NP | BKMC - 纽约梅隆银行美国中盘核心股票 ETF | 17,350 | -30.24 | 811 | -57.64 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -268 | -15 | |||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 1 | -94.44 | 0 | |||||
2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 新方资本有限责任公司 | 169 | 14.19 | 9 | 28.57 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 12,875 | -0.77 | 704 | 1.29 | ||||
2025-05-05 | 13F | 恩瓦姆有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 2,900 | 0.00 | 159 | 1.94 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 9,932 | 3.52 | 543 | 5.85 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 9,474 | -17.31 | 518 | -15.50 | ||||
2025-04-22 | 13F | 肯塔基州退休系统保险信托基金 | 0 | -100.00 | 0 | |||||
2025-05-22 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 16,136 | -65.97 | 864 | -76.76 | ||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | RWK - Invesco S&P MidCap 400 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,424 | 27.35 | 3,082 | -6.49 | ||||
2025-07-08 | 13F | 巴德金融服务公司 | 20,175 | -2.42 | 1,103 | -0.36 | ||||
2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 69,732 | 3,814 | ||||||
2025-08-26 | NP | PEXMX - T. Rowe Price 扩展股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,593 | 0.00 | 1,072 | 2.10 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 818 | 0.00 | 45 | 2.33 | ||||
2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 798,000 | 0.00 | 44 | 2.38 | ||||
2025-08-12 | 13F | 德国商业银行 | 41,303 | -3.95 | 2 | 0.00 | ||||
2025-08-27 | NP | LIMAX - Cromwell Tran 可持续焦点基金投资者类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | CSBIX - 克伦威尔可持续平衡基金机构类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 21,621 | 0.00 | 1,182 | 2.07 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 2,225 | 0.41 | 104 | -39.41 | ||||
2025-05-30 | NP | MBOX - 自由日股息 ETF | 39,487 | 1.23 | 2,115 | -30.84 | ||||
2025-07-24 | NP | FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,800 | 9.69 | 2,420 | -19.47 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -292 | -14.62 | -16 | -16.67 | |||
2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 7,695 | -17.22 | 421 | -15.49 | ||||
2025-07-11 | 13F | 港湾资本顾问有限公司 | 31,870 | -6.17 | 1,804 | 10.81 | ||||
2025-08-11 | 13F | 其他财富有限责任公司 | 7,568 | 0.08 | 414 | 1.98 | ||||
2025-04-01 | 13F | 内维尔·罗迪和肖公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 19,258 | 0.00 | 1,053 | 2.13 | ||||
2025-03-31 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer 全球配置基金 R 级 | 10,072 | 23.33 | 774 | 48.28 | ||||
2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 3,701 | -6.68 | 173 | -43.42 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 2,082,840 | 45.24 | 113,911 | 48.28 | ||||
2025-05-13 | 13F | 佩恩共同资产管理有限责任公司 | 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 | 129,103 | 47.99 | 7,061 | 51.08 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 26,617 | 6.17 | 1,294 | -22.06 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 8,571 | 7.27 | 469 | 9.35 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 109 | -40.11 | 6 | -44.44 | ||||
2025-08-13 | 13F | 周联营管理公司 | 10,987 | 0.00 | 601 | 2.04 | ||||
2025-08-08 | 13F | 雪松财富管理有限责任公司 | 88 | 5 | ||||||
2025-08-15 | NP | SHDIX - American Beacon Shapiro SMID Cap 股票基金机构类别 | 16,544 | 905 | ||||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 52,237 | 22.75 | 2,857 | 25.32 | ||||
2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 3,052 | -32.07 | 202 | -43.10 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -10,624 | 415.98 | -581 | 428.18 | |||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 17 | 183.33 | 1 | |||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 30,836 | 14.86 | 1,686 | 17.25 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 6,990,180 | 9.01 | 388,374 | 13.13 | ||||
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 | 53,200 | 0.00 | 2,486 | -39.22 | ||||
2025-07-29 | 13F | 积极财富管理 | 0 | 0 | ||||||
2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 242,145 | 6.21 | 11,768 | -22.02 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 72,552 | 0.00 | 3,968 | 2.08 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 72 | 4 | ||||||
2025-08-11 | 13F | 科维斯特有限公司 | 3,471 | 1,568.75 | 0 | |||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 28,488 | -5.87 | 1,558 | -3.89 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 65,000 | 32.92 | 3,624 | 41.91 | |||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 96,042 | -23.37 | 5,252 | -21.75 | ||||
2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 9,201 | -10.20 | 430 | -45.49 | ||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 1,722 | 0.12 | 94 | 2.17 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 5,841 | -65.38 | 326 | -63.07 | ||||
2025-08-28 | NP | NCGFX - 新约成长基金 | 1,433 | 0.00 | 78 | 2.63 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 84,500 | 7.37 | 4,711 | 14.63 | |||
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 | 234,408 | 8.87 | 11,392 | -20.07 | ||||
2025-07-09 | 13F | 拉德诺资本管理有限公司 | 32,820 | 8.64 | 2 | 0.00 | ||||
2025-08-22 | NP | FHUMX - 联合爱马仕美国 SMID 基金机构股票 | 1,739 | 95 | ||||||
2025-07-29 | 13F | 阿恩霍德有限责任公司 | 8,000 | 0.00 | 438 | 2.10 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 1,338,466 | 9.05 | 73,201 | 11.33 | ||||
2025-06-27 | NP | MIDU - Direxion 每日中型股牛市 3 倍股 | 2,808 | -23.90 | 131 | -53.71 | ||||
2025-08-22 | NP | MUOIX - 美国核心投资组合 I 类 | 13,502 | -53.06 | 738 | -52.08 | ||||
2025-08-06 | 13F | 西蒙斯银行 | 9,872 | 10.06 | 540 | 12.29 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 16,928 | -0.62 | 1 | |||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 4,573 | 250 | ||||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -28,056 | -1,534 | |||||
2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 50,892 | 13.95 | 2,726 | -22.14 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 938 | 0.00 | 51 | 2.00 | ||||
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 | 42,542 | 2.58 | 1,988 | -37.67 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 2,040 | -0.68 | 112 | 0.91 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 781,548 | 55.41 | 45,009 | 67.07 | ||||
2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 184 | 736.36 | 14 | 1,300.00 | ||||
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 | 11,167 | 343.84 | 611 | 355.22 | ||||
2025-08-26 | NP | Spdr S&p Midcap 400 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,279,374 | -1.59 | 69,969 | 0.47 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 48,227 | 16.13 | 2,638 | 18.57 | ||||
2025-05-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 8,652 | 0.00 | 473 | 2.16 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,079 | 33.37 | 59 | 37.21 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 0 | -100.00 | 0 | |||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,195 | 0.00 | 103 | -39.29 | ||||
2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 55,428 | 0.00 | 2,590 | -39.22 | ||||
2025-04-21 | 13F | 银橡树证券公司 | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Envestnet 投资组合解决方案公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,404 | 3.34 | 186 | 5.68 | ||||
2025-03-25 | NP | CTOGX - Calamos Timpani SMID 成长基金 R6 级 | 3,273 | 0.49 | 252 | 20.67 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 4,102 | -15.02 | 224 | -13.18 | ||||
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 | 7,890 | 13.17 | 369 | -31.34 | ||||
2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 5,306,935 | -0.03 | 290,236 | 2.06 | ||||
2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 231,397 | 10.34 | 12,655 | 12.65 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 410,439 | 73.99 | 22,447 | 85.55 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 133,237 | 369.92 | 7,287 | 379.97 | ||||
2025-08-04 | 13F | 海滨财富公司 | 146,168 | -0.06 | 7,994 | 2.02 | ||||
2025-05-27 | NP | NOLVX - 北方大盘价值基金 | 4,616 | -2.18 | 247 | -33.06 | ||||
2025-07-10 | 13F | 对抗投资管理公司 | 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 | 2,528 | -22.53 | 138 | -20.69 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,063 | 8.91 | 58 | 11.54 | ||||
2025-08-29 | NP | 加贝利股权信托公司 | 78,400 | 0.00 | 4,288 | 2.10 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -21,756 | 384.33 | -1,190 | 395.42 | |||
2025-08-07 | 13F | Parkside 金融银行与信托 | 461 | 2.44 | 25 | 4.17 | ||||
2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 30,366 | 19.10 | 1,661 | 21.61 | ||||
2025-05-15 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 0 | -100.00 | 0 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 25,500 | 3.66 | 1,192 | -37.02 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 421 | 0.00 | 23 | 4.55 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 6,051 | 0.00 | 331 | 1.85 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 401,011 | 4.46 | 21,931 | 6.64 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 81,031 | -3.30 | 4,432 | -1.29 | ||||
2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 6,000 | 0.00 | 328 | 2.18 | ||||
2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 38,874 | -0.82 | 2,082 | -32.25 | ||||
2025-07-15 | 13F | 第五第三银行 | 2,898 | 0.87 | 158 | 3.27 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 11,648 | 40.10 | 637 | 43.15 | ||||
2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 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 | 42,638 | -1.75 | 1,992 | -40.29 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 498,147 | 0.20 | 27,244 | 2.29 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 508 | -99.50 | 28 | -99.51 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 103,200 | 60.00 | 5,644 | 63.36 | |||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 537,589 | -20.76 | 29,401 | -19.10 | ||||
2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 1,993,228 | 0.96 | 109,010 | 3.07 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 13,700 | 8.73 | 749 | 11.13 | |||
2025-07-29 | NP | EBI-长景优势ETF | 1,506 | 2.73 | 73 | -24.74 | ||||
2025-05-08 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | RYDEX 可变信托 - 中型股 1.5 倍策略基金可变年金 | 135 | -17.18 | 7 | -12.50 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 1,907 | 133.13 | 93 | 70.37 | ||||
2025-08-05 | 13F | 百年银行/AR/ | 24,534 | -1.61 | 1,342 | 0.45 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 30,533 | -319.90 | 1,670 | -324.63 | ||||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 8,071 | 208.64 | 377 | 125.75 | ||||
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 | 302,578 | 1.19 | 14,705 | -25.71 | ||||
2025-08-13 | 13F | 港口顾问有限责任公司 | 15,000 | 0.00 | 820 | 2.12 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 812 | -7.09 | 44 | -35.29 | ||||
2025-08-12 | 13F | 私人管理集团公司 | 671,988 | 3.46 | 36,751 | 5.62 | ||||
2025-07-28 | NP | HROAX - FinTrust 收入和机会基金 A 类股票 | 3,500 | 170 |