机构投资人持股和股东
Kinder Morgan, Inc. (MX:KMI) 有 2565 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 1,694,931,655 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Bank Of America Corp /de/, Geode Capital Management, Llc, Norges Bank, XLE - The Energy Select Sector SPDR Fund, and Jpmorgan Chase & Co .
Kinder Morgan, Inc. (BMV:KMI)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
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更新
解锁高级数据并导出到Excel 
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 98,483 | 6.83 | 2,761 | 10.53 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 54,623 | 0.00 | 1,606 | 3.02 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 12,252 | 2.95 | 360 | 6.19 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 67 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 1,445 | 1.12 | 39 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 13,519 | 20.81 | 397 | 24.45 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 560 | 0.00 | 16 | 6.67 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 58,554 | -0.67 | 1,721 | 2.38 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 5,839,555 | -10.23 | 171,683 | -7.49 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 90,361 | -0.65 | 2,657 | 2.39 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 8,574 | -2.61 | 252 | 0.40 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 51,848,863 | 1.17 | 1,518,195 | 4.15 | ||||
| 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 | 29,801 | 5,522.83 | 836 | 9,177.78 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 110,482 | -44.28 | 3,248 | -42.57 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 254,071 | 0.00 | 7,470 | 3.05 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 1,040,031 | 48.81 | 29,547 | 48.19 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 97,079 | 2.19 | 2,722 | 5.75 | ||||
| 2025-08-27 | NP | GAGEX - 吉尼斯阿特金森全球能源基金 | 14,661 | 0.00 | 431 | 3.11 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 85,689 | 0.00 | 2,519 | 3.07 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 107,991 | -4.74 | 3,028 | -1.43 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 232,200 | 6,827 | |||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 7,841 | -5.93 | 231 | -2.95 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 214,000 | 6,292 | |||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 16,235 | -1.05 | 477 | 1.92 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 47,855 | 2,605.20 | 1,407 | 2,712.00 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 6,871 | 202 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 5,882 | -25.56 | 165 | -23.36 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 43,819 | -13.57 | 1,288 | -10.93 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 45,879 | -73.96 | 1,355 | -73.15 | ||||
| 2025-08-14 | 13F | 10Elms律师事务所 | 6,478 | 0.00 | 190 | 3.26 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 77,949 | -3.56 | 2,292 | -0.65 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 10,602 | 222.25 | 312 | 234.41 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -63,441 | 17.63 | -1,668 | 12.55 | |||
| 2025-07-17 | 13F | 海岸线信托公司 | 230 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 378,641 | 0.84 | 11,132 | 3.92 | ||||
| 2025-08-28 | NP | IGE - iShares 北美自然资源 ETF | 434,556 | -3.15 | 12,776 | -0.20 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 20,974 | 1.13 | 617 | 13.24 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,468 | 31.66 | 43 | 38.71 | ||||
| 2025-08-12 | 13F | 米勒金融服务有限公司 | 56,039 | -1.77 | 1,648 | 1.23 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 45,965 | 16.09 | 1,351 | 19.66 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 53,090 | 0.00 | 1,561 | 3.04 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 7,135 | -9.58 | 200 | -6.10 | ||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters 另类策略基金机构类 | 2,460 | -81.85 | 70 | -81.13 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 54,198 | -2.28 | 1,593 | 0.70 | ||||
| 2025-07-15 | 13F | 肯普纳资本管理公司 | 28,200 | 0.00 | 829 | |||||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 29,659 | -23.20 | 872 | -20.89 | ||||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 71,033 | 3.92 | 2,088 | 7.08 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 38,095 | 69.15 | 1,120 | 74.30 | ||||
| 2025-05-23 | NP | NXTI - 简化下一个无形核心指数 ETF | 170 | -13.27 | 5 | -20.00 | ||||
| 2025-07-23 | 13F | 格柏有限公司 | 7,185 | 0.00 | 211 | 3.43 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 38,916 | 227.49 | 1,034 | 219.81 | ||||
| 2025-07-30 | NP | SOAEX - 美国精神能源基金 A 级 | 278,994 | -18.78 | 7,823 | -15.96 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 888 | 0.23 | 26 | 4.00 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 161,575 | -1.82 | 4,750 | 1.17 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 40,913 | -0.48 | 1 | 0.00 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 30 | -130.61 | 1 | -100.00 | ||||
| 2025-06-26 | NP | 约翰汉考克溢价股息基金 | 874,001 | -6.42 | 22,986 | -10.44 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 7,703 | 4.66 | 226 | 8.13 | ||||
| 2025-06-25 | NP | FXN - First Trust Energy 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 | 185,187 | -19.16 | 4,870 | -22.62 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 321,324 | 1.98 | 9,447 | 5.08 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 7,336 | -1.20 | 216 | 5.91 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 171,518 | -7.80 | 4,809 | -4.60 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 124,706 | 0.26 | 3,280 | -4.07 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,303,444 | -5.60 | 139,481 | -9.65 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 296,222 | 5.16 | 8,709 | 8.36 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 552,751 | -1.09 | 16,251 | 1.92 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 524,508 | 10.40 | 14,707 | 14.23 | ||||
| 2025-07-11 | 13F | Ttp 投资公司 | 81,026 | 2.49 | 2,382 | 5.63 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 5,719 | 168 | ||||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 83,473 | -3.73 | 2,454 | -0.77 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 6 | 0.00 | 0 | |||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 608 | 5.37 | 16 | 0.00 | ||||
| 2025-08-01 | 13F | Tetrad公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,282,298 | -1.85 | 37,700 | 1.14 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 19,753 | 10.19 | 520 | 5.49 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 27,658 | 81.78 | 813 | 87.33 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 118,867 | 4.45 | 3,495 | 7.64 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,349 | 0.90 | 1,804 | 4.40 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 14,396 | 0.52 | 423 | 3.68 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 7,231 | -2.11 | 213 | 0.95 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 7,779 | -4.58 | 229 | -1.72 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 100,420 | -0.47 | 2,816 | 2.96 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 479,956 | -7.24 | 13,458 | -4.02 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 190 | 6 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 68,937 | -9.29 | 2,027 | -6.55 | ||||
| 2025-05-27 | NP | FSRRX - 富达战略实际回报基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 4,867,834 | 5.32 | 143,114 | 8.53 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 417 | 12 | ||||||
| 2025-07-25 | NP | INUTX - 哥伦比亚股息机会基金 A 类 | 727,600 | 0.00 | 20,402 | 3.47 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 75,000 | 0.00 | 2,205 | 3.09 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 49,898 | -2.35 | 1,467 | 0.69 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 58,260 | 70.41 | 1,713 | 82.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 8,863 | -3.51 | 261 | -0.76 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,700 | -45.69 | 50 | -44.94 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 363 | 0.00 | 11 | 0.00 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 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 | 4,761 | 0.36 | 140 | 2.96 | ||||
| 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 | 17,202 | 5.32 | 452 | 0.89 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 459 | -26.56 | 13 | -23.53 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 14,423 | 0.82 | 424 | 3.92 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 1,502 | -5.83 | 40 | -9.30 | ||||
| 2025-06-26 | NP | IIVAX - Transamerica 中小型股价值 A | 178,100 | 9.67 | 4,684 | 4.98 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 24,181 | -0.82 | 711 | 2.16 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 38,977 | 1,093 | ||||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 156,066 | 2.52 | 4,588 | 5.67 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 64,950 | 1,910 | ||||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 389,712 | -3.10 | 11,458 | -0.15 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 2,350 | 0.00 | 69 | 2.99 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 11,943 | -34.98 | 351 | -33.02 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 97,871 | 0.96 | 2,877 | 4.05 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 971 | 1.04 | 29 | 3.70 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 157,703 | 5.32 | 4,636 | 8.55 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 2,318 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 13,979 | 0.00 | 0 | |||||
| 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 | 129,370 | 5.18 | 3,402 | 0.65 | ||||
| 2025-07-30 | 13F | 亚当斯自然资源基金公司 | 636,192 | 0.00 | 18,704 | 3.05 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 32,945 | -0.74 | 969 | 2.33 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,301 | 38 | ||||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 57,357 | -5.10 | 1,508 | -9.16 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,790 | -2.40 | 50 | 2.04 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 95,556 | 0.68 | 2,809 | 3.77 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 2,000 | 0.00 | 59 | 1.75 | ||||
| 2025-07-23 | NP | EIPI - FT 能源收入合作伙伴增强收入 ETF | 1,242,196 | -5.64 | 34,831 | -2.37 | ||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 842,179 | -33.64 | 23,632 | -34.73 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 85,520 | -1.55 | 2,398 | 1.83 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 270,485 | 16.47 | 7,584 | 20.51 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 2,647 | 0.80 | 78 | 4.05 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 24,000 | 0.00 | 696 | 2.21 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 96,163 | -2.51 | 2,827 | 0.46 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 13,749 | -16.27 | 404 | -10.02 | ||||
| 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 | 30,919 | 249.17 | 813 | 421.15 | ||||
| 2025-03-21 | 13F | 前列腺集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | LEQAX - LoCorr 动态股票基金 A 类 | Short | -21,668 | 9.48 | -637 | 12.94 | |||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 15,387 | 0.00 | 452 | 3.20 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 292,264 | 85.27 | 8,593 | 90.93 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 189 | 0.00 | 5 | -20.00 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Put | 100 | 3 | |||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 12,917,201 | -5.36 | 379,766 | -2.48 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 1,200,740 | -2.88 | 35,302 | 0.09 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,001 | 0.00 | 29 | 3.57 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 332,185 | -1.30 | 9,766 | 1.72 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 53,270 | -14.24 | 1,566 | -11.63 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 289,609 | 1.24 | 8,515 | 4.33 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 145,988 | 9.90 | 4,270 | 12.40 | ||||
| 2025-08-25 | NP | DVLU - First Trust Dorsey Wright 动量和价值 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 | 9,247 | -44.80 | 272 | -40.96 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,094,934 | 2.75 | 61,591 | 5.88 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 138,735 | -3.80 | 4,079 | -0.88 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,554 | 0.00 | 75 | 4.17 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 10 | -93.06 | 0 | -100.00 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 19,106 | 2.76 | 562 | 5.85 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 86,011 | -2.58 | 2,529 | 0.40 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 98,660 | 15.07 | 2,766 | 19.07 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 8,959 | -17.46 | 263 | -14.89 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 45,705 | -34.00 | 1,344 | -32.00 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 10,799 | 317 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 18,417 | 0.00 | 541 | 3.05 | ||||
| 2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 147,455 | -2.66 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 1,150 | 5.50 | 0 | |||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 7,365 | 2.58 | 217 | 5.88 | ||||
| 2025-08-26 | NP | TSWEX - TSW 大盘价值基金顾问股票 | 35,600 | -5.32 | 1,047 | -2.43 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 407,895 | -17.76 | 11,992 | -15.24 | ||||
| 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 | 258,722 | 153.10 | 6,804 | 275.91 | ||||
| 2025-06-26 | NP | 约翰汉考克税收优惠股息收入基金 | 1,085,000 | -6.06 | 28,536 | -10.09 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 907 | -70.23 | 24 | -64.06 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 714 | 1.13 | 21 | 0.00 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 88,780 | -21.00 | 2,610 | -18.59 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 130,262 | -0.00 | 3,830 | 3.04 | ||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 125,000 | 0.00 | 3,675 | 3.06 | ||||
| 2025-08-22 | NP | TOLLX - DWS RREEF 全球基础设施基金 A 类 | 749,472 | 3.43 | 22,034 | 6.59 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 136,381 | 4.34 | 3,824 | 7.96 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 273,978 | -0.93 | 8,055 | 2.09 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 5,142 | -3.76 | 0 | |||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 49,140 | 17.31 | 1,445 | 20.84 | ||||
| 2025-08-26 | NP | 布鲁克菲尔德实物资产收入基金公司 | 74,992 | 79.87 | 2,205 | 85.37 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 9,727,929 | 4.43 | 286,001 | 7.62 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 160,927 | 0.39 | 4,731 | 3.46 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 34,654 | 1.36 | 1,019 | 4.41 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 7,642 | -1.13 | 225 | 1.82 | ||||
| 2025-08-26 | NP | IXC - iShares 全球能源 ETF | 1,279,250 | 1.98 | 37,610 | 5.08 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 29,962 | 2.13 | 841 | 8.95 | ||||
| 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 | 24,389,370 | 0.75 | 683,878 | 4.25 | ||||
| 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 | 115,727 | -6.58 | 3,044 | -10.61 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 150,832 | 8.85 | 4,434 | 12.17 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 763,051 | -15.37 | 22 | -12.00 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,910 | -36.54 | 56 | -34.12 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 9,281 | -4.12 | 273 | -1.45 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 379 | 0.00 | 10 | -10.00 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 700,428 | -2.00 | 20,593 | 0.99 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 10,145 | 6.22 | 298 | 9.56 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 10,462 | -4.65 | 308 | -1.92 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 1,851 | -22.84 | 54 | -20.59 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 4,083,499 | -8.23 | 107,396 | -12.17 | ||||
| 2025-07-30 | NP | ENFR - Alerian 能源基础设施 ETF | 560,026 | 3.61 | 15,703 | 7.20 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 453,123 | -0.53 | 13,322 | 2.49 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 3,001 | -1.51 | 88 | 2.33 | ||||
| 2025-03-24 | NP | ADPV - Adaptiv Select ETF | 148,370 | 22.69 | 4,077 | 37.55 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 283,340 | -11.53 | 8,330 | -8.83 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 265,528 | -39.89 | 7,807 | -38.05 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 136,700 | 8.23 | 4,019 | 11.52 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 3,255 | -24.51 | 96 | |||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 154,000 | 2.67 | 4,528 | 5.80 | |||
| 2025-07-22 | 13F | 私人财富集团有限责任公司 | 10,000 | 0.00 | 294 | 3.16 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 213,422 | -5.53 | 6,275 | -2.65 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 502,500 | -22.08 | 14,774 | -19.70 | |||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 1,507 | 110.18 | 40 | 105.26 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 439,300 | -11.27 | 12,915 | -8.57 | |||
| 2025-07-30 | 13F | 财务视角公司 | 3,192 | 0.00 | 94 | 2.20 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 155,875 | -5.96 | 4,582 | -2.57 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 7,697 | 226 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 785,700 | -10.80 | 23,100 | -8.08 | |||
| 2025-06-26 | NP | EGLAX - Eagle MLP策略基金A类股 | 423,500 | 15.87 | 11,138 | 10.90 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 1,752,095 | 6.36 | 51,512 | 9.60 | ||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 702,786 | 7.08 | 20,662 | 10.34 | ||||
| 2025-03-27 | 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 | 3,164 | 87 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 244,800 | -60.88 | 7,197 | -59.69 | |||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 87,194 | 1.20 | 2,564 | 4.27 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 145,400 | -49.18 | 4,275 | -47.64 | |||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 66,553 | 0.19 | 1,957 | 3.22 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 950,370 | 34.92 | 27,941 | 39.03 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 51,986 | -95.78 | 1,528 | -95.65 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 19,876 | -37.41 | 1 | |||||
| 2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 4,514 | -4.75 | 133 | -2.22 | ||||
| 2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 29,000 | 0.00 | 853 | 3.02 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 225,322 | 912.68 | 6,624 | 944.79 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 99,483 | -0.41 | 2,925 | 2.63 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 24,170 | -4.14 | 678 | -0.88 | ||||
| 2025-08-06 | 13F | 布鲁尼合资公司/co | 1,634,303 | -1.91 | 48,049 | 1.08 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 53,494 | -27.00 | 1,573 | -24.78 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 2,846 | 68.50 | 84 | 72.92 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 645 | -13.31 | 19 | -14.29 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 6,597 | 0.56 | 194 | 3.21 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 18,360 | 10.50 | 540 | 18.46 | ||||
| 2025-08-29 | NP | 加贝利公用事业信托 | 103,000 | 0.00 | 3,028 | 3.06 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 10,091 | 13.47 | 297 | 17.00 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 1,811,418 | 0.46 | 53,172 | 3.35 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 12,566 | -6.77 | 369 | -3.91 | ||||
| 2025-06-25 | NP | BVEFX - Becker 价值股票基金零售类 | 70,144 | -20.85 | 1,845 | -24.27 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 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 | 579,980 | 7.22 | 15,253 | 2.62 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 13,062 | 0.28 | 384 | 3.50 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 185,468 | 26.81 | 5,453 | 30.68 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 53,455 | -1.04 | 2 | 0.00 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 625,233 | 0.23 | 18,382 | 3.29 | ||||
| 2025-07-24 | NP | BACIX - 贝莱德全盘能源和资源投资组合机构 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 | 359,361 | -26.18 | 10,076 | 20.21 | ||||
| 2025-05-23 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 71,035 | 121.27 | 2,027 | 130.49 | ||||
| 2025-08-12 | 13F | 联合银行 | 20,526 | -2.39 | 603 | 0.67 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 158 | 0.00 | 5 | 0.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 131,056 | 9.54 | 3,675 | 13.33 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 15,287 | 0.92 | 449 | 3.94 | ||||
| 2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 427,664 | -5.92 | 11,248 | -9.97 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 12,383 | -40.90 | 364 | -39.03 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 1,000 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 10,947 | 3.40 | 322 | 6.29 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,900,184 | 1.29 | 55,865 | 4.38 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 2,175,274 | -0.36 | 63,953 | 2.68 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 1,015 | -1.84 | 30 | 0.00 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 16,688 | 16.41 | 491 | 19.80 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 股息机会基金 3 级 | 310,500 | 0.00 | 9,129 | 3.05 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 126,307 | -1.60 | 3,713 | 1.39 | ||||
| 2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,274,246 | -0.78 | 86,113 | -5.04 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 7,516 | -0.01 | 221 | 2.80 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 57,865 | 1,522 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 14,191 | -11.08 | 417 | -8.35 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 10,095 | 0.00 | 297 | 2.78 | ||||
| 2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 67,188 | -14.90 | 1,884 | -11.97 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 92,389 | -2.25 | 2,716 | 0.74 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 135,226 | 1,204.89 | 3,976 | 1,247.46 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 22,130 | 4.44 | 651 | 7.62 | ||||
| 2025-08-14 | 13F | 客观资本管理有限责任公司 | 11,202 | 8.29 | 329 | 11.53 | ||||
| 2025-05-12 | 13F | 玛亚财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 维维恩基金管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-18 | 13F | 唐纳德·L·哈根有限责任公司 | 55,463 | -2.76 | 1,631 | 0.18 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,046 | 116.12 | 31 | 130.77 | ||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 4,289,424 | -15.07 | 112,812 | -18.71 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 22,705 | -1.46 | 1 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 35,228 | 3.48 | 1,035 | 6.59 | ||||
| 2025-05-22 | NP | GVALX - Gotham 大价值基金机构类别 | 2,739 | 462.42 | 78 | 500.00 | ||||
| 2025-07-23 | 13F | 帕克圆公司 | 1,000 | 0.00 | 29 | 3.57 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 7,056 | 207 | ||||||
| 2025-06-17 | NP | GRASX - 高盛多经理实物资产策略基金 R6 类股票 | 230,130 | -6.29 | 6,052 | -10.31 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,914 | 12.65 | 56 | 16.67 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 811 | -57.56 | 23 | -59.26 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 21,805 | -4.12 | 641 | -1.08 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 15,325 | 5.98 | 451 | 9.22 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,726 | 62.00 | 104 | 67.74 | ||||
| 2025-07-16 | 13F | 欧文·拉鲁有限责任公司 | 86,688 | 2,549 | ||||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 2,125 | 12.14 | 62 | 14.81 | ||||
| 2025-07-29 | NP | 龟资系列信托 - 龟精能源基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 9,126 | -0.07 | 240 | -4.40 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,083,552 | 63.88 | 31,856 | 68.87 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 20,574 | 1.25 | 574 | 2.87 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 7,497 | -52.46 | 220 | -51.00 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 1,903,915 | -5.08 | 55,975 | -2.19 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 2,592 | 76 | ||||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 10,000 | 0.00 | 294 | 3.16 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 769,854 | -12.76 | 22,634 | -10.10 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 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 | 55,008 | -12.43 | 1,447 | -16.22 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 4,563 | -8.59 | 134 | -5.63 | ||||
| 2025-06-24 | NP | SWDSX - 嘉信股息股票基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 290,000 | 0.00 | 7,627 | -4.29 | ||||
| 2025-06-25 | NP | VLPAX - Virtus Duff & Phelps 选择 MLP 和能源基金 A 类 | 96,849 | 6.08 | 2,547 | 1.56 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 15,501 | 4.34 | 456 | 7.57 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 19,304 | 17.68 | 568 | 21.41 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 245,475 | 10.93 | 7,217 | 14.30 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 11,802 | -3.28 | 347 | -0.57 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,000 | 0.00 | 29 | 3.57 | ||||
| 2025-06-27 | NP | ERX - Direxion 每日能源牛市 3 倍股票 | 194,790 | -25.34 | 5,123 | -28.55 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 88,905 | -6.50 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 1,135 | 1.07 | 33 | 3.13 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 1,152 | 20.50 | 34 | 22.22 | ||||
| 2025-07-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 291,557 | -12.55 | 8,175 | -9.52 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 63,809 | -4.12 | 1,876 | -1.21 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 102,821 | -16.03 | 2,704 | -19.62 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 12,832 | -4.95 | 377 | -2.08 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 449,427 | 2.37 | 13,213 | 5.50 | ||||
| 2025-08-26 | NP | 贝莱德能源与资源信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 457,658 | -6.92 | 13,455 | 65.07 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 98,174 | -1.20 | 2,886 | 1.83 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 1,021,361 | 0.72 | 30,028 | 3.80 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 419,904 | 120.12 | 12,345 | 126.83 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 49,086 | 4.77 | 1,291 | 0.23 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 156,976 | 5.23 | 4,615 | 8.46 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 102,773 | -9.35 | 3 | 0.00 | ||||
| 2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 688,937 | 0.00 | 20,255 | 3.05 | ||||
| 2025-04-15 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 洛斯公司 | 650,000 | 23.81 | 19,110 | 27.59 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 11,987 | 352 | ||||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 12,765 | 336 | ||||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 16,906 | -1.06 | 497 | 6.20 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 21,145 | 3.84 | 622 | 7.07 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 74,900 | 0.27 | 2,202 | 3.33 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 5,510 | -6.44 | 162 | -4.17 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 3,490 | -0.85 | 103 | 2.00 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 10,175 | 33.36 | 299 | 37.79 | ||||
| 2025-08-07 | 13F/A | 艾勒森集团公司 /adv | 154,204 | -4.89 | 4,534 | -1.99 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 3,841,416 | -1.02 | 112,938 | 2.00 | ||||
| 2025-07-07 | 13F | 西联银行 | 159,309 | 26.07 | 4,684 | 29.90 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 761,234 | 24.45 | 22,379 | 28.24 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 85 | -48.48 | 2 | -33.33 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 13,946 | 0.00 | 410 | 3.27 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 861,465 | 20.74 | 25,328 | 24.42 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 10,490 | 1.73 | 288 | 14.29 | ||||
| 2025-04-24 | NP | CZMVX - 多经理价值策略基金机构类 | 88,782 | -4.14 | 2,406 | -8.14 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 37,031 | 6.71 | 1,089 | 9.90 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 29,887 | 879 | ||||||
| 2025-08-13 | 13F | 丰业资本公司 | 124,903 | 2.71 | 3,672 | 5.85 | ||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 20,000 | 0.00 | 588 | 3.16 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 81 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 70,951 | -0.17 | 2,086 | 2.86 | ||||
| 2025-08-07 | 13F | 第1620章 | 27,839 | -0.13 | 818 | 2.89 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 4,630 | 24.93 | 134 | 27.62 | ||||
| 2025-06-25 | NP | Dnp精选收入基金公司 | 1,625,026 | 0.00 | 42,738 | -4.29 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 18,104 | 1.31 | 532 | 4.52 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 50,825 | 6.83 | 1,337 | 2.22 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 28,977 | -0.33 | 852 | 2.65 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 670,755 | 0.75 | 19,720 | 3.82 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 1,625 | 0.00 | 48 | 2.17 | ||||
| 2025-03-28 | NP | AFAVX - AMG River Road 专注绝对价值基金 I 类股票 | 34,643 | -36.37 | 952 | -28.71 | ||||
| 2025-06-25 | NP | FENY - 富达 MSCI 能源指数 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 | 1,520,904 | -2.92 | 40,000 | -7.09 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 11,676 | 0.00 | 343 | 3.00 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 36,036 | -60.67 | 1,059 | -59.47 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 254,464 | 0.03 | 7,481 | 3.09 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 70,328 | -10.09 | 2,068 | -7.35 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 9,316 | -0.02 | 274 | 3.02 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 65,732 | -9.39 | 1,933 | -6.62 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 812 | 16.33 | 24 | 21.05 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 4,017,873 | 4.04 | 118,125 | 7.21 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 642,674 | -5.42 | 17,230 | -8.19 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 6,772,169 | 3.46 | 199,102 | 6.62 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 36,095 | 25.04 | 1,061 | 28.92 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 235,500 | -89.58 | 6,924 | -89.26 | |||
| 2025-08-11 | 13F | 花旗集团 | 2,166,701 | -27.82 | 63,701 | -25.62 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 281,000 | -89.84 | 8,261 | -89.53 | |||
| 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 | 363,260 | 1.97 | 10,680 | 5.08 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 500,708 | 0.96 | 14,721 | 4.04 | ||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,013 | 2.30 | 2,157 | -2.13 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 2,100 | 62 | ||||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 24,591 | 1.90 | 723 | 4.94 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 道富银行 | 114,933,092 | -1.76 | 3,379,033 | 1.24 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,206 | -34.26 | 1,799 | -32.27 | ||||
| 2025-06-25 | NP | EMLP - 第一信托北美能源基础设施基金 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 | 3,869,677 | 2.01 | 101,773 | -2.37 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 65,683 | -0.49 | 1,842 | 2.96 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 10,295 | 116.97 | 303 | 123.70 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 384 | 0.00 | 11 | 10.00 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 56,155 | -7.42 | 1,575 | -4.20 | ||||
| 2025-08-26 | NP | Profunds - Profunds 石油与天然气副总裁 | 46,195 | -3.77 | 1,358 | -0.80 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 4,065,537 | -14.96 | 119,527 | -12.37 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 12,978 | 1.64 | 382 | 4.67 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 9,717 | -90.23 | 286 | -89.95 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 3,117,848 | -7.98 | 91,665 | -5.17 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 31,075 | 850.89 | 914 | 881.72 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,517 | -50.52 | 45 | -49.43 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 319,440 | -0.50 | 9,392 | 2.53 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通中盘价值副总裁初始 | 101,110 | 2.74 | 2,973 | 5.88 | ||||
| 2025-07-11 | 13F | 亚的斯希尔公司 | 23,775 | 0.21 | 699 | 3.25 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,790 | 73 | ||||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 10,747 | -15.97 | 316 | -13.46 | ||||
| 2025-08-19 | 13F | Marex 集团 | 8,157 | 240 | ||||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 3,612 | 3.61 | 106 | 7.07 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 99,467 | -34.23 | 2,924 | 5.45 | ||||
| 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 | 805,007 | -7.34 | 21,172 | -11.32 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 25,066 | -9.64 | 1 | |||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 202 | 1.00 | 6 | 0.00 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 20,000 | 0.00 | 588 | 3.16 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 734,004 | 0.43 | 21,580 | 3.49 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 115,303 | 4.94 | 3,390 | 8.14 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 16,257 | 0.00 | 464 | 4.04 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 6,046 | 178 | ||||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 1,177 | 31 | ||||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 53,031 | 0.00 | 1,395 | -4.32 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 12,408 | 19.83 | 365 | 23.39 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 1,120 | 0.00 | 33 | 3.23 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 75,447 | 0.00 | 2,218 | 3.07 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 18,616 | 8.21 | 547 | 11.63 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 20,546 | 0.91 | 604 | 4.14 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 7,072 | 21.05 | 208 | 24.70 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 244,179 | 11.45 | 7,179 | 14.85 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 157,437 | 0.26 | 4,629 | 3.30 | ||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 54,065 | 0.00 | 1,590 | 3.05 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 16,845 | 1.73 | 495 | 4.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 5,401 | 0.00 | 159 | 2.60 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 649,406 | -1.88 | 19,093 | 1.11 | ||||
| 2025-05-14 | 13F | 尼什卡玛资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | AMLPX - MainGate MLP 基金 A 类 | 300,000 | 0.00 | 8,412 | 3.47 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 80 | 2 | ||||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 15,000 | 0.00 | 441 | 3.28 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 602,184 | 243.74 | 17,704 | 254.22 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 103,121 | -63.64 | 3,032 | -62.53 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 7,073 | 208 | ||||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 42,459 | -2.44 | 1,248 | 0.56 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 25,718 | -0.63 | 756 | 2.44 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 12,061 | 0.00 | 355 | 10.63 | ||||
| 2025-07-23 | 13F | 支柱财务顾问有限公司 | 1,400 | 0.00 | 41 | 5.13 | ||||
| 2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 10,000 | 294 | ||||||
| 2025-08-13 | 13F | Meketa 投资集团公司 /adv | 22,959 | -17.74 | 675 | -15.33 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 966,150 | -4.95 | 28,405 | -2.06 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 1,454,311 | 5.34 | 42,757 | 8.55 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 1,272 | 0.00 | 37 | 2.78 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 271,235 | 2.27 | 7,974 | 5.39 | ||||
| 2025-08-14 | 13F | 车床资本有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 516,233 | 667.35 | 15,177 | 690.88 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 11,775 | 2.03 | 346 | 5.81 | ||||
| 2025-08-14 | 13F | 车床资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 康宁公司 | 19,773 | -0.75 | 581 | 2.29 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 461,621 | -50.83 | 13,572 | -49.34 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 6,995 | 206 | ||||||
| 2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 354,147 | -15.74 | 10,412 | -13.17 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 12,048 | -2.27 | 354 | 0.85 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 11,538 | 0.00 | 339 | 3.04 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 11,823 | 4.38 | 348 | 7.43 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 11,560 | -55.38 | 340 | -54.13 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 13,948 | 6.89 | 410 | 10.22 | ||||
| 2025-07-28 | NP | DIG - ProShares Ultra 石油和天然气 | 74,683 | -11.40 | 2,094 | -8.32 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 59,868 | -4.67 | 1,760 | -1.73 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 8,519 | 0.22 | 224 | -3.86 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 153,345 | -1.83 | 4,508 | 1.17 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 132,038 | 1.48 | 3,473 | -2.88 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 848,284 | -5.76 | 25 | -4.00 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 89,676 | -1.68 | 2,636 | 1.31 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 60,689,435 | 1.78 | 1,784,269 | 4.88 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 2,280 | 3.40 | 65 | 8.33 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 19,205 | -16.02 | 565 | -13.50 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 11,367 | 0.97 | 334 | 4.05 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 193,984 | 3.32 | 5,102 | -1.12 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 14,267 | 11.60 | 419 | 15.11 | ||||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 93,019 | -2.14 | 2,735 | 0.85 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 24,555 | -3.44 | 695 | -3.61 | ||||
| 2025-03-28 | NP | GIZAX - 景顺全球基础设施基金 A 类 | 89,935 | -1.55 | 2,471 | 10.36 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 340,766 | 0.13 | 10,019 | 3.18 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 11,536 | 37.64 | 339 | 41.84 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 6,078 | 37.85 | 179 | 42.40 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 35,651 | 41.35 | 1,048 | 45.76 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 1,358,444 | -0.31 | 35,727 | -4.59 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 66,307 | 0.09 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 424,423 | 4.47 | 12,478 | 7.66 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 7,230 | 0.00 | 213 | 2.91 | ||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 13,418 | 394 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 43,417 | 1,276 | ||||||
| 2025-08-01 | 13F | 第一太平洋顾问有限合伙人 | 3,939,890 | -11.90 | 115,833 | -9.21 | ||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 30,429 | 0.00 | 853 | 3.52 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,940 | 38.08 | 57 | 42.50 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 27,414 | -1.30 | 721 | -5.64 | ||||
| 2025-08-11 | 13F/A | 凯恩安德森资本顾问有限公司 | 10,769,870 | -0.15 | 316,634 | 2.89 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 40,880 | 37.24 | 1,075 | 31.42 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 173,828 | -2.26 | 5,111 | 0.71 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 22,841 | 142.71 | 672 | 150.37 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 423,922 | 0.33 | 12,463 | 3.38 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 253,325 | -1.56 | 7,448 | 1.43 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 176,279 | -51.05 | 5,183 | -49.56 | ||||
| 2025-08-11 | 13F | 日兴资产管理美洲公司 | 27,426 | -1.76 | 806 | 1.26 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 2,493 | -8.98 | 71 | -5.33 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 51 | 2 | ||||||
| 2025-07-14 | 13F | 富达财富管理 | 278 | 0.00 | 8 | 14.29 | ||||
| 2025-07-29 | NP | VENAX - 先锋能源指数基金海军上将股票 | 9,137,257 | -6.62 | 256,209 | -3.38 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,952 | -58.42 | 51 | -60.47 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 14,064 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 101,072 | -1.24 | 2,972 | 1.78 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 60,161 | -1.84 | 1,769 | 1.14 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 8,818,125 | 2.77 | 259,241 | 5.90 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 61,141 | 10.06 | 1,798 | 13.45 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 294,058 | 4.16 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 11,604 | -87.73 | 341 | -87.37 | ||||
| 2025-08-28 | NP | SMSAX - SIMT 多策略另类基金 F 类 | Short | -28,169 | 15.30 | -828 | 18.79 | |||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 90,916 | 0.00 | 2,391 | -4.28 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 11,520 | 15.11 | 339 | 18.60 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 12,700 | 7.63 | 373 | 11.01 | |||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 15,722 | 33.78 | 462 | 37.91 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 7,400 | -30.19 | 218 | -28.15 | |||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 12,868 | -90.09 | 378 | 3.00 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 1,076,950 | -8.81 | 31,662 | -6.03 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 134,041 | 3,941 | ||||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 39,173 | -20.86 | 1,152 | -18.48 | ||||
| 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 | 256,800 | -56.77 | 7,550 | -55.46 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 14,244 | 0.28 | 419 | 3.21 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 25,919 | 26.70 | 762 | 30.70 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 23,119 | -5.59 | 680 | -2.72 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 195,487 | 6.99 | 5,141 | 2.39 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 1,421,584 | -1.97 | 41,795 | 1.02 | ||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 64,811 | 0.51 | 1,905 | 3.59 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 4,000 | 118 | ||||||
| 2025-04-23 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 2,162,123 | -28.81 | 63,497 | -26.70 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 44,176 | 3.08 | 1,299 | 6.22 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 236,137 | 6.78 | 6,621 | 10.50 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 778 | 23 | ||||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 1,204 | -22.47 | 35 | -20.45 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,115 | -11.78 | 92 | -9.00 | ||||
| 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 | 2,776,622 | 8.69 | 77,856 | 12.46 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 28,400 | 0.00 | 796 | 3.51 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 316 | 0.00 | 9 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 2,998 | -3.29 | 88 | 0.00 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 91,589 | -0.33 | 2,693 | 2.71 | ||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | 26,500 | 53.18 | 779 | 58.01 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 81,614 | 17.25 | 2,399 | 20.86 | ||||
| 2025-04-25 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 4,289,424 | 0.00 | 126 | 3.28 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 350 | 0.00 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 233,598 | -59.29 | 6,868 | -58.05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 636,546 | 5.34 | 18,718 | 9.18 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 46,867 | -8.18 | 1,378 | -5.43 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 820,362 | -0.11 | 21,576 | -4.40 | ||||
| 2025-08-14 | 13F | 采石场LP | 16,030 | 471 | ||||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 482,754 | -1.18 | 12,696 | -5.42 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MMRFX - MassMutual Select T. Rowe Price 实物资产基金 I 类 | 6,153 | -9.18 | 181 | -6.74 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 216 | 0.93 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 1,809 | 0.22 | 0 | |||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 6,046 | 19.20 | 172 | 24.64 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 26,738 | 56.22 | 757 | 54.49 | ||||
| 2025-04-29 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 4,128,632 | -5.23 | 121,382 | -2.34 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 50,000 | -65.75 | 1,470 | -64.71 | |||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,264 | -69.94 | 1,886 | -68.90 | ||||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 1,500 | 0.00 | 40 | 2.56 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,358 | -22.11 | 2,824 | -3.06 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 32 | -96.57 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | Bcm 顾问有限公司 | 81,344 | 0.00 | 2,268 | 3.90 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 245 | 0.00 | 7 | 16.67 | ||||
| 2025-08-04 | 13F | 联合银行 | 379,824 | 1.30 | 11 | 10.00 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 19,531 | -0.87 | 1 | |||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 7,074 | -4.13 | 208 | -1.43 | ||||
| 2025-08-14 | 13F | 南岸银行 | 614,612 | 1.38 | 18,070 | 4.47 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 15,934 | 2.33 | 468 | 5.41 | ||||
| 2025-08-29 | NP | GAUAX - Gabelli 公用事业基金 A 类 | 141,400 | -0.77 | 4,157 | 2.26 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 340 | 10 | ||||||
| 2025-08-01 | 13F | 橡树林资本有限责任公司 | 224,900 | 253.62 | 6,612 | 264.50 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 5,174,234 | 0.77 | 152 | 4.11 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 1,005,787 | 0.09 | 29,570 | 3.15 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 9,377 | 4.15 | 276 | 7.42 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,578 | 85.07 | 76 | 92.31 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 11,659 | 4.58 | 327 | 7.95 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 4,044 | -50.17 | 117 | -49.78 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 203,113 | 24.67 | 6 | 25.00 | ||||
| 2025-08-12 | 13F | NFC 投资有限责任公司 | 226,644 | 4.87 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 7,872 | -1.12 | 231 | 1.76 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 136 | 0.00 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | 萨尼贝尔 Captiva 信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 9,995 | -6.18 | 294 | -3.30 | ||||
| 2025-06-27 | NP | RSPG - Invesco S&P 500 等权重能源 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 | 790,143 | -14.68 | 20,781 | -18.34 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 29,013 | 0.50 | 853 | 3.52 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 8,035 | 236 | ||||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 135,000 | 3.85 | 4 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,409 | -8.80 | 277 | -6.12 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 12,596 | -0.35 | 370 | 2.78 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 42,057 | 0.38 | 1,236 | 3.43 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 119,625 | 17.60 | 3,517 | 21.16 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 340,262 | -0.33 | 10,004 | 2.70 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 1,714,436 | -2.15 | 50,404 | 0.83 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 676,588 | 0.89 | 19,892 | 3.97 | ||||
| 2025-05-27 | 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 | 2,149 | 0.00 | 61 | 5.17 | ||||
| 2025-03-24 | 13F | 支点股权管理 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 9,794 | 33.54 | 288 | 37.32 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 18,697 | 0.00 | 524 | 3.56 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 9,881 | 2.84 | 291 | 5.84 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 7,500 | -95.17 | 220 | -95.03 | |||
| 2025-05-30 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 36,373 | 5.52 | 1,011 | 10.86 | ||||
| 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 | 9,180 | 8.65 | 241 | 61.74 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,858 | -3.73 | 136 | 0.00 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 125 | -93.75 | 20 | 5.26 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 15,463 | 455 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 42,200 | -66.13 | 1,241 | -65.11 | |||
| 2025-08-13 | 13F | 河景资本顾问有限公司 | 227,526 | -4.19 | 6,689 | -1.27 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 92,922 | 15.42 | 2,546 | 10.89 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 21,798 | -12.16 | 641 | -9.48 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 295,725 | 4.21 | 8,694 | 7.40 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 34 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 安盛公司 | 480,326 | -49.93 | 14,122 | -48.41 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,251 | -67.73 | 96 | -66.90 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 43,669 | 3.55 | 1,284 | 6.65 | ||||
| 2025-05-13 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 77,118 | -81.77 | 2,267 | -81.22 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 2,791 | 242.45 | 82 | 256.52 | ||||
| 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 | 842,995 | 7.80 | 22,171 | 3.17 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 30,313 | -6.34 | 891 | -3.47 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 1,631 | -86.72 | 46 | -86.45 | ||||
| 2025-07-24 | NP | 贝莱德基金 - 贝莱德商品策略基金投资者 A 股 | 102,174 | -60.90 | 2,865 | -36.34 | ||||
| 2025-07-23 | 13F | 彭尼金融有限公司 | 9,381 | 0.00 | 276 | 3.00 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 296,674 | 0.07 | 8,722 | 3.12 | ||||
| 2025-08-07 | 13F | 威斯康星资本管理有限公司 | 68,858 | 8.21 | 2,024 | 11.52 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 15,266 | 3.51 | 449 | 6.67 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 23,890 | 6.70 | 702 | 10.03 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 236,549 | 0.00 | 6,955 | 4.86 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 5,502 | 0.07 | 162 | 3.21 | ||||
| 2025-04-22 | 13F | 库里南联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 8,308 | 6.94 | 244 | 10.41 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 81,535 | -2.13 | 2,397 | 0.88 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 17,909 | 485 | ||||||
| 2025-05-15 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ARDEX - AMG River Road Dividend All Cap Value Fund N 类股票 | 101,032 | 0.00 | 2,657 | -4.29 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 1,103 | -9.81 | 32 | -5.88 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 72,842 | -4.90 | 2,142 | -2.01 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 119,171 | -0.43 | 3,504 | 2.61 | ||||
| 2025-08-27 | NP | BDVG - iMGP 伯克希尔股息增长 ETF | 7,888 | -6.45 | 232 | -3.75 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 7,376 | 0.00 | 217 | 2.86 | ||||
| 2025-08-26 | NP | NMFIX - 多管理人全球上市基础设施基金 | 44,259 | 0.00 | 1,301 | 3.09 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 9,039 | -46.05 | 266 | -44.44 | ||||
| 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 | 21,890 | 625 | ||||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 11,400 | 1.07 | 335 | 4.36 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 283,744 | -24.59 | 8,342 | -22.28 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 141,531 | 23.66 | 4,161 | 27.44 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 10,261 | 17.27 | 302 | 20.88 | ||||
| 2025-08-13 | 13F | 第1832章 | 142,162 | 1.93 | 4,180 | 5.05 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 3,095 | 8.48 | 81 | 3.85 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 956 | 0.00 | 28 | 3.70 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 800 | 24 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 34,857 | -2.41 | 1,025 | 0.49 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 50,379 | -0.21 | 1,481 | 2.85 | ||||
| 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 | 117,037 | 0.00 | 3,078 | -4.29 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 65,480 | 1,925 | ||||||
| 2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 876,452 | -3.74 | 24,576 | -0.40 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 45,000 | 0.00 | 1,323 | 3.12 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 615 | 0.00 | 18 | 5.88 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 1,060,498 | -2.59 | 31,179 | 0.38 | ||||
| 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 | 13,593 | 0.00 | 400 | 3.10 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 13,967,894 | 4.83 | 410,656 | 8.03 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 5,059 | 2.33 | 149 | 4.96 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 64,307 | -13.00 | 1,835 | -9.43 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 3,952,016 | -16.97 | 116,189 | -14.44 | ||||
| 2025-08-28 | NP | USNG - 扩大三星美国天然气基础设施 ETF | 11,200 | 329 | ||||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 212,173 | 33.31 | 6 | 50.00 | ||||
| 2025-05-29 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 74,509 | -1.66 | 2,126 | 2.41 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 183,132 | 3.50 | 5,384 | 6.68 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 8,494 | 0.74 | 250 | 3.75 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 8,269 | 0.00 | 243 | 3.40 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 99,539 | -0.53 | 2,926 | 2.52 | ||||
| 2025-05-14 | 13F | 怀俄明州 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 牧羊人卡普兰克罗楚克有限责任公司 | 68,985 | -0.14 | 2,028 | 2.94 | ||||
| 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 | 35,184 | 0.00 | 987 | 3.46 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 1,864 | -73.90 | 5,480 | -73.11 | |||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 5,500 | -3.19 | 162 | -0.62 | ||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 74,014 | -1.84 | 2,176 | 1.16 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,071 | -93.49 | 3,149 | -93.30 | |||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 95,354 | 3.83 | 2,803 | 6.98 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 27,009 | 0.24 | 794 | 3.39 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 734,188 | -5.68 | 19,309 | -9.72 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 320 | 0.00 | 9 | 0.00 | ||||
| 2025-06-26 | NP | Voya 优惠利率信托 | Short | -9,040 | -0.00 | -238 | -4.44 | |||
| 2025-06-25 | NP | IGIAX - 诚信增长与收入基金 A 类 | 75,000 | 0.00 | 1,972 | -4.32 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 60,685 | 13.19 | 1,702 | 17.15 | ||||
| 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 | 235,393 | 4,627.72 | 6,921 | 4,773.24 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 21,682 | 7.39 | 570 | 2.89 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 579,453 | 0.45 | 15,240 | -3.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 160,187 | -8.11 | 4,709 | -5.31 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 55,444 | 0.00 | 1,630 | 3.10 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 447,832 | 0.17 | 12,557 | 3.65 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 115,789 | -24.31 | 3,404 | -22.00 | ||||
| 2025-04-01 | NP | DIV - Global X SuperDividend 美国 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 | 732,009 | 3.17 | 20,116 | 15.67 | ||||
| 2025-05-15 | 13F | 瑞银奥康纳有限公司 | 144,600 | 3.29 | 4,125 | 115.52 | ||||
| 2025-03-27 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 432,384 | 464.00 | 11,882 | 633.85 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 47,739 | 1.07 | 1,404 | 4.16 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 8,200 | -64.35 | 0 | |||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 15,384 | -0.75 | 452 | 2.26 | ||||
| 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 | 21,233 | -70.96 | 624 | -70.09 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 49,812 | 0.00 | 1,464 | 3.03 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 33,634 | 200.25 | 989 | 209.72 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 13,779 | 6.07 | 405 | 9.46 | ||||
| 2025-08-14 | NP | BVPIX - Baywood ValuePlus 基金机构股票 | 5,400 | 0.00 | 159 | 2.60 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 237,109 | -4.40 | 6,971 | -1.48 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 7,265 | 214 | ||||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 7,165 | 0.00 | 211 | 2.94 | ||||
| 2025-07-24 | 13F | 综合资金管理服务有限公司 | 64,365 | -3.69 | 1,892 | -0.73 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 6,341 | 0.00 | 178 | 3.51 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 8,434 | 0.69 | 248 | 3.78 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 30,496 | 0.00 | 897 | 2.99 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 8,899 | 4.71 | 262 | 7.85 | ||||
| 2025-08-14 | 13F | 湾街资本有限责任公司 | 59,920 | 0.00 | 1,762 | 3.04 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 24,223 | 121.76 | 712 | 128.94 | ||||
| 2025-07-30 | NP | 库欣复兴基金 | 250,000 | 0.00 | 7,010 | 3.47 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 317,004 | 9,320 | ||||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 71,402 | -56.33 | 2,099 | -55.00 | ||||
| 2025-05-15 | 13F | 科瓦利斯资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 14,380 | 2.69 | 423 | 5.76 | ||||
| 2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 33,722 | 991 | ||||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,826 | 21.30 | 153 | 16.79 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 3,473 | -16.55 | 97 | -13.39 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 420,254 | 0.00 | 11,053 | -4.30 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 13,635 | 2.57 | 401 | 5.54 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 562 | 0.18 | 17 | 0.00 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 117,092 | 13.29 | 3,443 | 16.76 |
