机构投资人持股和股东
MetLife, Inc. (MX:MET) 有 2271 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 590,746,357 股股票。 最大股东包括 Vanguard Group Inc, Dodge & Cox, BlackRock, Inc., DODGX - Dodge & Cox Stock Fund, State Street Corp, Price T Rowe Associates Inc /md/, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, and Wellington Management Group Llp .
MetLife, Inc. (BMV:MET)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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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 | SLVAX - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun A 类 | 674,858 | -4.44 | 53,030 | -12.87 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 134,784 | 6.70 | 10,839 | 6.87 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 29,359 | 79.62 | 2,361 | 79.95 | ||||
| 2025-08-04 | 13F | 联合银行 | 109,034 | -3.31 | 9 | -11.11 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 19,302 | -4.34 | 1,552 | -4.20 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,318 | 0.00 | 106 | 0.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Barrow Hanley 股息聚焦副总裁初始 | 192,633 | -13.38 | 15,492 | -13.24 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 23,865 | -4.34 | 1,919 | -4.19 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 125,699 | -1.43 | 9,877 | -10.12 | ||||
| 2025-08-06 | 13F | 史迪威价值有限责任公司 | 60 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 4,005 | 0.00 | 322 | 0.31 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 8,717 | 2.02 | 701 | 2.19 | ||||
| 2025-07-08 | 13F | 波斯顾问有限责任公司 | 8,875 | 5.50 | 714 | 5.63 | ||||
| 2025-05-15 | 13F | 隆奥资产管理（美国）公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 54,600 | 0.00 | 4,290 | -8.82 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 2,278 | -28.77 | 172 | -38.04 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 138,433 | -11.92 | 11,133 | -11.78 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 5,593 | 60.90 | 450 | 129.08 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 4,359 | 0.32 | 351 | 0.57 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 96,080 | -2.44 | 7,727 | -2.28 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 77,026 | 1.87 | 6,194 | 2.04 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,195 | 1,198.78 | 241 | 1,042.86 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,139 | 42.73 | 86 | 23.19 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 5,398 | 1.28 | 434 | 1.64 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 2 | ||||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 400 | 0.00 | 32 | 0.00 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 15,093 | -1.40 | 1,214 | -1.30 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 175,889 | -11.65 | 14,145 | -11.51 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,490 | 78.39 | 522 | 78.42 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 4,826 | 18.52 | 388 | 19.02 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 73,948 | 3.44 | 5,947 | 3.61 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 259,921 | -2.59 | 20,963 | -2.16 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 5,536 | 47.39 | 445 | 47.84 | ||||
| 2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 355,778 | 0.00 | 26,815 | -12.88 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 7,350 | -0.07 | 591 | 0.17 | ||||
| 2025-05-16 | 13F | 中科威金融集团 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 309,400 | 2.82 | 24,882 | 2.99 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 107,594 | 4.23 | 8,653 | 4.39 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 45,254 | 32.03 | 3,639 | 32.28 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 69,000 | 83.02 | 5,549 | 83.34 | |||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 51,392 | -5.66 | 3,873 | -17.81 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 66,495 | 4.65 | 5,348 | 4.82 | ||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 2,929 | 236 | ||||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 15 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | BEGIX - Sterling Capital 机构类别股票收益基金 | 319,778 | -12.27 | 25,717 | -12.13 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 430 | 0.00 | 35 | 0.00 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 12,827 | -1.52 | 1,032 | -1.34 | ||||
| 2025-07-29 | NP | MPISX - 纽约梅隆银行收益股票基金 M 类股票 | 22,310 | -14.82 | 1,753 | -22.33 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 19,447 | 1,528 | ||||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 40 | -2.44 | 3 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,617 | 0.00 | 130 | 0.78 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 22,910 | 21.60 | 1,842 | 21.83 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 377,148 | 2.89 | 30,330 | 3.06 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 203 | -14.35 | 16 | -15.79 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 13,860 | -2.45 | 1,115 | -2.28 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 22,455 | 4.62 | 1,806 | 4.76 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 17,894 | 5.82 | 1,439 | 6.04 | ||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF 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 | 85,797 | 3.90 | 6,900 | 4.06 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 29,558 | 1.77 | 2,377 | 1.97 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 8,090 | -13.06 | 651 | -12.99 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 175 | 0.00 | 14 | 0.00 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 26 | -79.37 | 2 | -80.00 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 15,143 | 11.79 | 1,190 | 1.89 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 5,011 | 0.00 | 378 | -12.93 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 3,506 | -13.45 | 282 | -13.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 4,761 | -8.81 | 383 | -8.83 | ||||
| 2025-05-14 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 5,254 | -5.47 | 423 | -5.38 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 9,599 | 0.72 | 772 | 0.78 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 37,195 | 4,074.52 | 2,991 | 4,112.68 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 662 | 8.88 | 52 | 0.00 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 19,944 | -13.42 | 1,604 | -13.30 | ||||
| 2025-04-17 | NP | FLFGX - 全球配置基金零售类 | 310 | -66.38 | 25 | -68.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 1,930 | 0.00 | 155 | 0.65 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 931 | 0.65 | 75 | 0.00 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 403,991 | 6.15 | 32,489 | 6.32 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 141,370 | -2.99 | 10,655 | -15.48 | ||||
| 2025-05-27 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 116,200 | 1.84 | 9,330 | -0.14 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 50,700 | 6.51 | 4,077 | 6.70 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 45,700 | 21.22 | 3,675 | 21.45 | |||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 9,041 | -44.41 | 727 | -44.29 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 6,900 | -53.13 | 1 | -100.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 131,722 | 49.84 | 10,591 | 49.99 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,588 | -7.73 | 128 | -7.97 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 106 | -0.93 | 9 | 0.00 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 190 | 38.69 | 15 | 50.00 | ||||
| 2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 34,130 | 5.48 | 2,682 | -3.84 | ||||
| 2025-07-25 | NP | INUTX - 哥伦比亚股息机会基金 A 类 | 285,300 | 10.54 | 22,419 | 0.79 | ||||
| 2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 40,213 | 3,031 | ||||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 9,785 | 18.79 | 787 | 18.91 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 14,384 | -3.71 | 1,157 | -3.59 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 7,101 | 9.87 | 571 | 10.23 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 11,519 | -2.39 | 926 | -2.22 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 123,654 | -2.28 | 9,944 | -2.13 | ||||
| 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 | 70,864 | 7.22 | 5,568 | -2.23 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 24,174 | -6.42 | 1,944 | -6.27 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 1,767 | 2.97 | 142 | 3.65 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 1,609 | 60.10 | 129 | 61.25 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 279,200 | 32.26 | 22,453 | 32.47 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 57,171,322 | -0.48 | 4,597,718 | -0.32 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 270,687 | -25.99 | 21,770 | -25.87 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 10,480 | -37.38 | 824 | -42.93 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 21,698 | 57.55 | 1,745 | 54.75 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 11,551 | 8.33 | 929 | 8.41 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 48 | 0.00 | 4 | 0.00 | ||||
| 2025-05-29 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 6,565 | 527 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 380 | 31 | ||||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 82,674 | 0.00 | 6,649 | 0.17 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 37,348 | -0.22 | 2,815 | -13.09 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 76,462 | -3.29 | 6,149 | -3.12 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 500 | 0.00 | 40 | 0.00 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 2,969 | -49.67 | 239 | -49.68 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,141,710 | 5.49 | 172,236 | 5.66 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,526,933 | 18.50 | 122,796 | 18.70 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 4,682 | -23.81 | 377 | -23.73 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 9,188 | 45.59 | 739 | 43.02 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 500,409 | 0.00 | 37,716 | -12.88 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 103,304 | 0.00 | 8,308 | 0.16 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 30,264 | -0.64 | 2,434 | -0.49 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 44 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 8,497 | 683 | ||||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 7,542 | -9.09 | 607 | -9.01 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 2,570 | 0.00 | 207 | 0.00 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,059,068 | 7.05 | 85,170 | 7.23 | ||||
| 2025-05-15 | 13F | 野村控股公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 14,239 | 119.53 | 1,145 | 120.19 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 106 | -43.01 | 9 | -42.86 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 4,386 | 25.03 | 353 | 25.27 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 8,567 | -94.77 | 1 | -100.00 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 2,705 | -5.88 | 218 | -5.65 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 13,144 | 203.56 | 1,006 | 204.85 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 20 | 42.86 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 21,622 | -3.62 | 1,739 | -3.50 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 4,313 | -15.73 | 347 | -15.61 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 15,526 | -1.18 | 1,249 | -1.03 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 112,910 | -4.72 | 9,080 | -4.56 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 7,098 | 7.37 | 535 | -6.48 | ||||
| 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 | 375,515 | -4.89 | 30,199 | -4.74 | ||||
| 2025-04-22 | 13F | 门多塔金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | KIE - SPDR(R) S&P 保险 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 | 204,155 | -8.63 | 16,418 | -8.48 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 24,386 | 0.39 | 1,838 | -12.57 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 4,426,101 | 1.86 | 355,239 | 2.92 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 12,197 | 1.27 | 981 | 1.45 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 84,543 | -1.35 | 6,799 | -1.19 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,236,776 | -5.71 | 501,562 | -5.56 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 3,030 | 17.72 | 244 | 17.96 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 5,377 | -3.48 | 432 | -3.36 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 19,546 | 36.41 | 1,572 | 33.93 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 371 | 22.85 | 30 | 20.83 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 45 | 0.00 | 4 | 0.00 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 22,459 | 1.18 | 1,806 | 1.35 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 56,282 | 24.06 | 4,526 | 24.27 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 600 | -24.05 | 48 | -23.81 | ||||
| 2025-04-14 | 13F | 谢尔曼资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 4,227 | 0.02 | 340 | 0.00 | ||||
| 2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 3,590 | 0 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 384 | 204.76 | 30 | 200.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 2,703 | -9.81 | 217 | -9.58 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 9,900 | -16.81 | 796 | -16.65 | ||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 7,805 | -44.08 | 627 | -45.18 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 17,321 | -12.84 | 1,393 | -12.73 | ||||
| 2025-05-06 | 13F | 象限私人财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,690 | 5.87 | 377 | 6.20 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 5,800 | 466 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 320 | 2.24 | 26 | 0.00 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 18,164 | -3.04 | 1,369 | -15.49 | ||||
| 2025-07-30 | NP | PZVMX - Pzena 中盘价值基金投资者类别 | 21,183 | -9.13 | 1,665 | -17.13 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 52,805 | 0.78 | 4,247 | 0.95 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,339 | -0.52 | 108 | -0.93 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 2,107,112 | -3.05 | 158,813 | -15.54 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 53,712 | 558.32 | 4,221 | 500.28 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 9,090 | 3.30 | 731 | 3.54 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 50,404 | 4.43 | 3,799 | -9.03 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,699 | -13.08 | 217 | -12.85 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 16,005,317 | -0.50 | 1,287,148 | -0.34 | ||||
| 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 | 184,149 | 6.76 | 13,879 | -6.99 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 4,350 | -6.71 | 350 | -6.68 | ||||
| 2025-06-30 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 3,910 | -1.34 | 314 | -1.26 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 201,040 | 4.28 | 16,168 | 4.45 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 14,269 | 0.03 | 1,147 | 0.17 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 12,832,894 | -1.16 | 1,031,247 | -1.12 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 3,017,922 | 0.37 | 242,701 | 0.53 | ||||
| 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 | 173,535 | -0.06 | 13,079 | -12.92 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 17,891 | 0.26 | 1,348 | -12.64 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 9,200 | 4,500.00 | 740 | 4,518.75 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 2,793 | -17.68 | 0 | |||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 6,328 | 88.17 | 509 | 88.15 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 43,381 | 0.00 | 3,489 | 0.14 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 731 | -5.56 | 59 | -6.45 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,234 | 26.67 | 260 | 27.45 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,186 | 0.00 | 172 | -9.04 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 4,038 | 0.00 | 325 | 0.00 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 125 | 10 | ||||||
| 2025-07-11 | 13F | 第一总理银行 | 123 | 0.00 | 0 | |||||
| 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 | 5,568 | 0.00 | 438 | -8.77 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 391,864 | 33.72 | 29,535 | 16.50 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 2,687 | 4.23 | 216 | 4.85 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 2,257 | 0.00 | 182 | 0.00 | ||||
| 2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 2,600 | 209 | ||||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 650 | 3.83 | 52 | 4.00 | ||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 3,378 | 272 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 223 | -79.76 | 0 | |||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 2,727 | 0.00 | 214 | -8.94 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 8,715 | 0.48 | 662 | 1.23 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 2,728 | -2.92 | 219 | -2.67 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 9,107 | 122.50 | 733 | 123.17 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 86,691 | 0.35 | 6,972 | 0.50 | ||||
| 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 | 612,202 | -0.16 | 49,233 | 0.01 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 160,635 | -34.79 | 12,918 | -34.68 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 6,942 | -15.01 | 558 | -16.47 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 261,000 | 35.58 | 20,990 | 35.81 | |||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 5,500 | 0.00 | 442 | 0.23 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 220,000 | 25.71 | 17,692 | 25.92 | |||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 186,674 | 12.76 | 14,669 | 2.81 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2,394 | 25.74 | 193 | 26.32 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 155,233 | 9.51 | 12,484 | 9.69 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 164 | 0.00 | 13 | 0.00 | ||||
| 2025-05-30 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,948,461 | 6.15 | 156,442 | 4.09 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 48 | 4 | ||||||
| 2025-08-14 | 13F | Point72香港有限公司 | 146,894 | 312.45 | 11,813 | 313.19 | ||||
| 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 | 29,026 | -2.89 | 2,334 | -2.71 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 4,900 | -3.92 | 0 | |||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,155 | -2.68 | 405 | -11.18 | ||||
| 2025-05-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 68,401 | 28.01 | 5,492 | 25.51 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 32,656 | 338.98 | 2,626 | 339.87 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 7,132 | 11.56 | 574 | 11.70 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 21,751 | 14.32 | 1,639 | -0.36 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 3,752 | 0.48 | 302 | 0.67 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,992 | 74.03 | 1,571 | 54.99 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 568,927 | -3.42 | 45,753 | -3.26 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 1,552 | 125 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 11,738 | 28.00 | 944 | 28.13 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 7,976 | 111.79 | 633 | 109.60 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 137,966 | 2.13 | 10,794 | 11.91 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 4,859 | 15.20 | 391 | 15.38 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 870 | 0.00 | 70 | -2.82 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 55,572 | -3.21 | 4,469 | -3.08 | ||||
| 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 | 122,100 | 11.71 | 9,819 | 11.90 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 5,086 | 2.17 | 409 | 2.51 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 60,879 | -15.19 | 4,896 | -15.06 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 23,100 | -2.53 | 1,858 | -2.37 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 1,559 | -50.91 | 125 | -50.98 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 8,109,078 | -8.50 | 652,132 | -8.36 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 105,386 | -29.70 | 8,281 | -35.90 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 478 | 38 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 175 | 0.00 | 14 | 0.00 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 148,879 | -3.78 | 11,973 | -3.63 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 105,536 | 6.28 | 8,487 | 6.46 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 898,785 | -0.71 | 72,280 | -0.55 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 3,117 | -3.35 | 251 | -3.10 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 7,201 | 5.29 | 579 | 5.46 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 51,110 | -1.16 | 4,110 | -0.99 | ||||
| 2025-04-17 | NP | FLDGX - 动态配置基金零售类 | 5,590 | -74.06 | 449 | -74.60 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,979 | -8.51 | 320 | -8.60 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 489 | -20.10 | 39 | -20.41 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 5,247 | -5.83 | 422 | -5.82 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 26,403 | -27.94 | 2,123 | -27.81 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,113 | 21.58 | 170 | 21.58 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 25,495 | 25.65 | 2,050 | 25.84 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 952,675 | -0.65 | 76,614 | -0.48 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 45,782 | 10.71 | 3,682 | 10.87 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,265 | -2.83 | 10,395 | -2.67 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 151,440 | -2.42 | 12,179 | -2.26 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 11,463 | 577.88 | 922 | 582.22 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 222 | -86.94 | 18 | |||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,492 | 4.11 | 274 | -5.19 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 8,209 | -4.27 | 660 | -4.07 | ||||
| 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 | 312 | -39.88 | 27 | -35.00 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 921 | -9.88 | 80 | -1.25 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 6,836 | -17.54 | 1 | |||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 539,085 | -1.60 | 43,353 | -1.44 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 280,471 | 0.00 | 22,555 | 0.16 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 41,808 | 10.79 | 3,285 | 1.01 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 21,412 | -4.93 | 1,722 | -4.81 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 63 | 0.00 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 447 | -63.51 | 36 | -64.29 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 4,938 | 8.69 | 397 | 9.07 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 41,579 | 3,344 | ||||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 197,600 | 2.44 | 15,891 | 2.60 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 181,900 | 11.25 | 14,628 | 11.43 | |||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 205,154 | -3.72 | 16 | -5.88 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 4,045 | -49.95 | 325 | -49.85 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 110,917 | -10.10 | 8,920 | -9.96 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 107,131 | 3.14 | 8,615 | 3.31 | ||||
| 2025-07-07 | 13F | 西联银行 | 7,768 | -1.25 | 625 | -1.11 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 299,503 | -1.94 | 24,086 | -1.78 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 947,018 | -35.88 | 76,159 | -35.78 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 134,076 | -0.11 | 10,536 | -8.92 | ||||
| 2025-07-29 | NP | BKWO - 纽约梅隆银行女性机会 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 63 | -93.90 | 5 | -93.90 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 27,435 | -1.79 | 2,206 | -1.61 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 17,426 | -16.39 | 1,401 | -16.26 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 430 | 35 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 18,352 | -2.11 | 1,476 | -1.99 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 2,299 | 0.00 | 175 | -5.43 | ||||
| 2025-08-07 | 13F | 佩登和里格尔 | 172,400 | 0.00 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 52,234 | 4,201 | ||||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 68 | 0.00 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 297 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 30,856 | 26.94 | 2,481 | 27.17 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,002 | 402 | ||||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 4,512 | 0.47 | 363 | 0.56 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 2,882 | -26.69 | 232 | -26.67 | ||||
| 2025-08-19 | 13F | Marex 集团 | 8,256 | 664 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 90,297 | -23.16 | 7,257 | -22.11 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 61,642 | -2.91 | 4,949 | -2.90 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 5,517 | -15.34 | 444 | -15.30 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 3,320 | 267 | ||||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 3,400 | -22.73 | 273 | -22.66 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 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 | 9,406 | 5.38 | 756 | 5.59 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 17,281 | -2.11 | 1,390 | -1.98 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 242,749 | -5.19 | 19,522 | -5.04 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 12,887 | -5.05 | 1,036 | -4.87 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 473,768 | 38,100 | ||||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,508 | 87.33 | 121 | 89.06 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 5,322 | 0.00 | 428 | 0.00 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 5,513 | -25.33 | 443 | -25.17 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 24,444 | 12.72 | 1,966 | 12.87 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 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 | 4,365,000 | -3.75 | 351,033 | -3.59 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,698 | 210 | ||||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 23,864 | 29.35 | 1,875 | 18.00 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 43,008 | -2.31 | 3,459 | -2.15 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 332 | 0.00 | 27 | -3.70 | ||||
| 2025-08-07 | 13F | 第1620章 | 292 | 0.00 | 23 | 0.00 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 21,984 | -0.15 | 1,768 | 0.00 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 53,993 | -0.15 | 4,342 | 0.02 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,405 | 5.66 | 354 | 5.99 | ||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 123,940 | -1.94 | 9,341 | -14.57 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,248 | -6.65 | 422 | -6.43 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 603 | 0.00 | 48 | 0.00 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -21,583 | -8.45 | -1,736 | -8.30 | |||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,525 | 20.83 | 355 | 23.34 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 4,933 | -7.98 | 397 | -7.91 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 106,708 | -2.03 | 8,581 | -1.88 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 7,616 | 1.37 | 612 | 1.49 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 88 | 0.00 | 7 | 0.00 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,191 | -10.66 | 337 | -10.37 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 564,608 | -47.40 | 45,406 | -47.32 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 10,036 | -7.91 | 807 | -7.89 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 12,550 | 0.01 | 1,009 | 0.20 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 19,265 | 7.93 | 1,549 | 8.09 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 1,607 | -8.85 | 129 | -8.51 | ||||
| 2025-08-14 | 13F | 莫克资本管理有限公司 | 30,000 | 0.00 | 2,413 | 0.17 | ||||
| 2025-07-11 | 13F | 财富桥投资顾问公司 | 120,160 | -0.41 | 10 | 0.00 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 3,963 | -8.01 | 319 | -7.83 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 20,803 | 251.58 | 1,673 | 252.00 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,368 | 0.00 | 103 | 0.00 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 11,514 | 68.31 | 926 | 68.49 | ||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 77,618 | 0.15 | 6,242 | 0.32 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 3,590 | -78.40 | 289 | -78.41 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 69 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 33,300 | 3.74 | 2,678 | 3.88 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 9,029 | -4.16 | 714 | -4.29 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 683 | -3.80 | 55 | -6.90 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 71 | 24.56 | 6 | 25.00 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 347,146 | -7.49 | 27,917 | -7.34 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 532 | -34.96 | 43 | -35.38 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 62,104 | 4.20 | 4,681 | -9.23 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 340 | -15.84 | 29 | -6.45 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 4,377 | -5.67 | 352 | -5.38 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 60 | 0.00 | 5 | -20.00 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 81,771 | -5.11 | 6,574 | -3.69 | ||||
| 2025-07-23 | 13F | 支柱财务顾问有限公司 | 83 | 0.00 | 7 | 0.00 | ||||
| 2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金：Z 类 | 1,486 | 13.09 | 112 | -1.77 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 5,638 | -29.05 | 453 | -29.00 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 3,406 | 274 | ||||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 29,819 | -10.28 | 2 | 0.00 | ||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 344,355 | -9.04 | 25,954 | -20.76 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 30,000 | 0.00 | 2,413 | 0.17 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 311,405 | 7.23 | 24,470 | -2.23 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 42 | 2.44 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 卡特勒资本管理有限责任公司 | 164,983 | -0.72 | 13,268 | -0.56 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 18,432 | 1,482 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 542,139 | -1.77 | 43,597 | -1.62 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,223 | -18.31 | 420 | -18.13 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 100,737 | -1.41 | 8,101 | -1.26 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 6,675,690 | -5.21 | 536,859 | -5.05 | ||||
| 2025-06-25 | NP | PYVLX - Payden 股权收益基金（投资者类别） | 167,600 | 0.00 | 12,632 | -12.88 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 51,401 | 4,134 | ||||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 32,482 | -75.52 | 2,612 | -75.49 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 219,442 | -1.88 | 17,648 | -1.73 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 9,360 | 0.00 | 753 | 8.36 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 94,517 | -1.35 | 7,601 | -1.18 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 343 | 0.00 | 28 | 0.00 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 15,775 | 11.34 | 1,269 | 11.52 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 338 | -30.17 | 27 | -28.95 | ||||
| 2025-08-14 | 13F | 维京全球投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 信托银行 | 33,219 | -3.44 | 2,671 | -3.29 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 2,116 | 0.00 | 173 | 2.37 | ||||
| 2025-07-25 | NP | CFIAX - 哥伦比亚灵活资本收益基金 A 类 | 115,000 | 4.55 | 9,037 | -4.67 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 17,287 | 0.00 | 1,358 | -8.80 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 659 | -23.37 | 53 | -25.71 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 156 | 0.00 | 13 | 0.00 | ||||
| 2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 2,753 | 0.04 | 221 | 0.45 | ||||
| 2025-07-24 | 13F | 康宁公司 | 43,011 | -0.18 | 3,459 | -0.03 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,446,199 | 22.83 | 116,303 | 23.03 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 595 | 0.51 | 48 | 0.00 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 1,000 | -33.33 | 80 | -33.33 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,339 | -5.76 | 188 | -5.53 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 12,725 | 81.71 | 1,023 | 82.03 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 167 | 203.64 | 13 | 225.00 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,500 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 米德资产管理公司 | 451 | -95.46 | 36 | -95.49 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 168,167 | -4.17 | 13,524 | -4.02 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 10,394 | -21.78 | 783 | -31.85 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 15,221 | 6.32 | 1,147 | -7.35 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 21,178 | -2.92 | 1,703 | -2.74 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 91,678 | -4.45 | 7,204 | -12.87 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 24,625 | 1.89 | 1,856 | -11.24 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 4,545 | 10.21 | 366 | 10.27 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 202,558 | 53.93 | 16,290 | 54.18 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 90,894 | -5.56 | 7,310 | -5.41 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 2,799 | 0.18 | 225 | 0.45 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 熵技术有限公司 | 39,585 | 769.62 | 3,183 | 772.05 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 21,896 | -28.47 | 1,761 | -28.37 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 42,429 | -9.22 | 3,198 | -20.93 | ||||
| 2025-07-28 | NP | AVIE - Avantis 通胀聚焦股票 ETF | 318 | 0.00 | 25 | -11.11 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 81 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 17,951 | 0.70 | 1,444 | 0.84 | ||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 177,887 | -18.25 | 14,306 | -18.12 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 550 | -41.36 | 44 | -41.33 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 223,169 | -0.00 | 17,947 | 0.16 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,831 | -36.12 | 1,434 | -36.06 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 19,720 | -2.47 | 1,586 | -2.34 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 3,810 | 0.03 | 306 | 0.33 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,139 | -3.72 | 92 | -3.19 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 1,000 | 80 | ||||||
| 2025-04-07 | 13F | 霍华德金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 86,353 | 261.02 | 6,945 | 261.67 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 5,910 | -5.30 | 475 | -5.19 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 665,682 | -6.42 | 53,534 | -6.27 | ||||
| 2025-04-17 | NP | FLRUX - 保守配置基金零售类 | 235 | -88.24 | 19 | -88.96 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 186,146 | 13.29 | 14,970 | 13.47 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 75,087 | 122.39 | 6,038 | 122.80 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 39,506 | 4.65 | 3,104 | -4.58 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 24,597 | 2.96 | 1,978 | 3.13 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,803 | -15.71 | 145 | -15.79 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 14,000 | 1.19 | 1,097 | -1.17 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 44,500 | 46.38 | 3,579 | 46.64 | |||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 2,848 | 0.53 | 0 | |||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 2,006 | 0.00 | 173 | -2.27 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 37 | 3 | ||||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 33,475 | -21.01 | 2,692 | -20.87 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 489 | 652.31 | 39 | 680.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 126 | 10 | ||||||
| 2025-05-13 | 13F | 亲和投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 38,856 | 5.89 | 3,053 | -3.45 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Put | 72 | 0.00 | |||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 61,349 | 2.83 | 4,934 | 2.99 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 45 | 0.00 | 3 | 0.00 | ||||
| 2025-04-07 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 744,572 | 3.35 | 59,878 | 3.52 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 3,174 | 0.00 | 275 | 10.48 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 2,105 | -0.71 | 165 | -9.34 | ||||
| 2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 22,925 | -1.82 | 1,728 | -14.50 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 29,481 | -3.84 | 2,371 | -3.70 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 17,189 | -30.19 | 1,382 | -30.06 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 6,830 | -7.26 | 549 | -7.11 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 1,177 | 0.86 | 95 | 1.08 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 778,876 | 5.20 | 62,637 | 5.37 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 51,877 | 19.66 | 4,076 | 9.10 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 5,958 | 18.61 | 479 | 18.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 122,517 | 0.00 | 9,853 | 0.16 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 102,728 | 593.83 | 8,261 | 595.37 | ||||
| 2025-04-30 | 13F | 价值观第一顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 道明资产管理公司 | 664,993 | 25.42 | 53,479 | 25.63 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 267,006 | -8.52 | 20,124 | -20.30 | ||||
| 2025-07-24 | 13F/A | Mraz, Amerine & Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 78 | 27.87 | 6 | 50.00 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 157 | 0.64 | 13 | 0.00 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 172,030 | -2.36 | 13,835 | -2.21 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 4,580 | 0.00 | 368 | 0.27 | ||||
| 2025-07-29 | 13F | Dale Q Rice 投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 18,655 | -2.28 | 1,500 | -2.09 | ||||
| 2025-08-14 | 13F | 安盛公司 | 51,208 | 145.88 | 4,118 | 146.29 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 806 | 0.00 | 65 | 0.00 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 104,042 | 1.90 | 8,367 | 2.07 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 2,800 | 0.00 | 241 | -2.43 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 2,565 | -40.00 | 206 | -39.94 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 25,577 | -15.20 | 2,057 | -15.08 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 363 | 0.28 | 29 | 0.00 | ||||
| 2025-08-11 | 13F | 花旗集团 | 838,568 | -6.01 | 67,438 | -5.85 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 6,080 | -12.54 | 489 | -12.54 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 977 | -2.98 | 79 | -2.50 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 210,000 | 0.00 | 16,888 | 0.17 | |||
| 2025-08-11 | 13F | 花旗集团 | Call | 94,000 | 0.00 | 7,559 | 0.16 | |||
| 2025-07-31 | 13F | 智能理财策略 | 200 | 0.00 | 16 | 0.00 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 5,490 | -5.96 | 0 | |||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 857 | -3.27 | 69 | -4.23 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 2,760 | 222 | ||||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 17,284 | 1 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 286 | 23 | ||||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 239,824 | -1.30 | 19,287 | -1.14 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,233 | -3.45 | 99 | -3.92 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 88,930 | 3.80 | 6,988 | -5.35 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 2,891 | 16.06 | 232 | 16.00 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 23,134 | 2.43 | 1,860 | 4.85 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 45,108 | -2.04 | 3,628 | -1.89 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 14,098 | -1.78 | 1,134 | -1.65 | ||||
| 2025-08-08 | 13F | 神鹰资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 全新世顾问有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 308 | 25 | ||||||
| 2025-07-29 | 13F | 公民商业银行 | 11,743 | -1.67 | 944 | -1.46 | ||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 15,089 | -2.34 | 1,213 | -2.18 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 77,798 | -27.55 | 6,257 | -27.43 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 3,200 | -87.20 | 257 | -87.19 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 1,800 | -88.68 | 145 | -88.71 | |||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 192,788 | -13.30 | 15,504 | -13.16 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 33,825 | 17.63 | 2,716 | 15.34 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 175,150 | -12.56 | 14,086 | -12.42 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 449 | 0.00 | 34 | -13.16 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,843 | 7.71 | 695 | -1.84 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 507 | -15.22 | 41 | -16.67 | ||||
| 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 | 697 | 32.26 | 56 | 33.33 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 539 | 0.00 | 0 | |||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,408,004 | -5.49 | 113,232 | -5.34 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 6,779 | -5.64 | 545 | -5.38 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 264,366 | 66.41 | 21,260 | 66.68 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 10,102 | 0.74 | 790 | 10.34 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 171,273 | 0.59 | 13,774 | 0.75 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 10,995 | -4.06 | 884 | -3.91 | ||||
| 2025-05-14 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 19,021 | 16.44 | 1,530 | 16.63 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 1,430 | 0 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 111 | 0.00 | 9 | 0.00 | ||||
| 2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 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 | 44 | 0.00 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 8,577 | 22.60 | 692 | 23.17 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 214,733 | -7.04 | 17,269 | -6.89 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 2,705 | 218 | ||||||
| 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 | 10,454 | -5.63 | 788 | -17.85 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 16,011 | 5.96 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 6,841 | 54.18 | 550 | 54.49 | ||||
| 2025-05-28 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 525 | 0.00 | 42 | 0.00 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 2,731 | -58.13 | 220 | -58.13 | ||||
| 2025-05-12 | 13F | 金融引擎顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 53,433 | 2.69 | 4,297 | 2.87 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 13,163 | 3.95 | 1,059 | 4.13 | ||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 72,356 | -14.84 | 5,453 | -25.81 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 2,758 | -11.60 | 222 | -11.60 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 64,287 | 26.07 | 5,170 | 26.28 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 2,628 | -93.21 | 211 | -93.21 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 34,000 | 466.67 | 2,734 | 468.40 | |||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 8,584 | 0.09 | 690 | 0.29 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 8,810 | 708 | ||||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 19 | 2 | ||||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 10,660 | 291.48 | 857 | 293.12 | ||||
| 2025-04-24 | 13F | Achmea 投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 5,123 | 0.00 | 412 | 0.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 323,165 | 0.40 | 25,988 | 0.57 | ||||
| 2025-06-24 | NP | MCMVX - 莫农加希拉全市值基金 | 14,500 | 0.00 | 1,093 | -12.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 3,898 | 0.00 | 313 | 0.32 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 23,723 | 0.00 | 1,908 | 0.16 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,186 | 26.71 | 95 | 26.67 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 303,494 | 420.56 | 24,407 | 421.38 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 80 | 0.00 | 6 | 0.00 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 147,467 | -0.52 | 11,859 | -0.36 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 53,007 | -1.03 | 4,263 | -0.88 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 448,609 | 2.44 | 36,077 | 2.61 | ||||
| 2025-08-14 | 13F | 南岸银行 | 11,101 | 0.42 | 893 | 0.56 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 60,339 | 4.94 | 4,852 | 5.11 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 8,400 | 0.00 | 676 | 0.15 | ||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 143,443 | 61.12 | 11,536 | 61.40 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,012,940 | -4.18 | 81,461 | -4.02 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 25 | 212.50 | 2 | |||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 6,916 | -23.44 | 561 | -24.83 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 59,640 | -3.21 | 5 | 0.00 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 50,618 | 13.24 | 4,071 | 13.43 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 62 | 0.00 | 5 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 5,672 | 0.89 | 456 | 1.11 | ||||
| 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 | 106,349 | 2.01 | 8,553 | 2.17 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 311 | 0.00 | 25 | 0.00 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 6,516 | 6.54 | 524 | 6.72 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,445 | 2.87 | 277 | 3.36 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 2,829 | 4.89 | 213 | -8.58 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,397 | 112 | ||||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 114 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 47,656 | 56.23 | 3,832 | 58.61 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 406,339 | -2.51 | 32,678 | -2.35 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 395,047 | -15.77 | 31,043 | -23.20 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,146,560 | 5.45 | 92,203 | 5.70 | ||||
| 2025-08-14 | 13F | 道富银行 | 26,030,065 | -2.91 | 2,093,338 | -2.75 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 146 | 11 | ||||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 248 | 0.00 | 20 | -5.00 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 2,948 | -1.21 | 237 | -0.84 | ||||
| 2025-08-14 | 13F | 采石场LP | 570 | -95.68 | 46 | -95.75 | ||||
| 2025-06-26 | NP | MFWTX - MFS 全球总回报基金 A | 33,432 | -3.93 | 2,520 | -16.31 | ||||
| 2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 83,249 | 4.25 | 6,274 | -9.18 | ||||
| 2025-07-07 | 13F | 太平洋资本合伙有限公司 | 17,500 | -53.33 | 1,407 | -53.26 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 4,056 | -7.06 | 326 | -6.86 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8 | 1 | ||||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 971,381 | -4.51 | 78 | -3.70 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 10,953 | -2.51 | 881 | -2.44 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 22,115 | -6.13 | 1,778 | -5.98 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 11,500 | 0.00 | 925 | 0.11 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 14,831 | 36.64 | 1,165 | 24.60 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 106 | 0.00 | 8 | 0.00 | ||||
| 2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 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 | 112,037 | 4.38 | 9,010 | 4.56 | ||||
| 2025-08-14 | 13F | 达格科公司 | 855 | 0.71 | 69 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 70,560 | -10.41 | 5,674 | -10.26 | ||||
| 2025-04-17 | 13F | 霍华德贝利证券有限责任公司 | 0 | -100.00 | 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 | 40,645 | 4.78 | 3,063 | -8.70 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 846,178 | -1.86 | 63,776 | -14.50 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 5,148 | 414 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 7,393,946 | -0.17 | 594,495 | 0.01 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 3,625 | -0.79 | 292 | -0.68 | ||||
| 2025-08-08 | 13F | 创意策划 | 167,660 | -3.73 | 13,483 | -3.58 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 1,364 | 110 | ||||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 276,136 | 0.00 | 20,812 | -12.88 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 118,020 | 17.44 | 9 | 12.50 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 186 | 0.00 | 15 | 0.00 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,422 | -8.73 | 114 | -8.80 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 1,285 | -7.02 | 101 | -15.97 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 286 | 0.00 | 23 | 4.55 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 19,876 | 3.43 | 1,598 | 3.63 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 142,998 | 1.02 | 10,778 | -12.00 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 3,677,683 | -5.64 | 295,759 | -5.49 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 1,848 | -15.23 | 145 | -22.46 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 401 | 6.65 | 32 | 6.67 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 2,663 | -0.67 | 209 | -9.52 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 100 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 24,794 | -0.12 | 1,994 | 0.00 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 19,269 | -2.01 | 1,514 | -10.63 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 1,062 | 0.00 | 85 | 0.00 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 49 | 0.00 | 4 | 0.00 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 6,657 | 0.14 | 1 | |||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 7,501 | 0.00 | 603 | 0.17 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 878 | 17.85 | 66 | 3.13 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 18,149 | 27.75 | 1,460 | 27.98 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 13,649 | -1.88 | 1,098 | -1.70 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 6,624,582 | 2.51 | 532,749 | 2.67 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 84 | 0.00 | 7 | 0.00 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 10,318 | -0.67 | 830 | -0.84 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 16,066 | 31.03 | 1,292 | 31.30 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 17,113 | -3.04 | 1,290 | -15.53 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,570 | -0.88 | 126 | -0.79 | ||||
| 2025-06-25 | NP | PCLRX - PGIM 收入建设基金 R 级 | 11,453 | -7.89 | 863 | -19.72 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 52,669 | -0.57 | 4,236 | -0.42 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,284,787 | 0.53 | 96,834 | -12.41 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 3,215 | -2.90 | 259 | -2.64 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 3,727 | 300 | ||||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 5,322 | -3.52 | 428 | -3.39 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 12,700 | 6.72 | 1,021 | 6.91 | ||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 5,095 | -0.25 | 410 | -0.24 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 773,766 | -0.98 | 62,227 | -0.82 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 304,773 | -0.42 | 24,510 | -0.26 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 550 | 0.00 | 44 | 0.00 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 2,556,515 | 2.71 | 205,598 | 2.88 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 29,071 | -1.57 | 2,338 | -1.43 | ||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 187 | 7.47 | 11 | 0.00 | |||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 27,324 | 18.85 | 2,059 | 3.57 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 9,591 | -0.86 | 771 | -0.64 | ||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 红树林合作伙伴 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 148,429 | -2.74 | 11,937 | -2.59 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 6,885 | -1.73 | 554 | -1.60 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 342,923 | -2.55 | 27,578 | -2.39 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 99 | 76.79 | 8 | 75.00 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 26,370 | -2.69 | 2,121 | -2.53 | ||||
| 2025-06-24 | NP | MBNAX - MainStay 平衡基金 A 类 | 57,584 | 0.00 | 4,340 | -12.87 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 1,410 | 0.00 | 113 | 0.00 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 155,036 | 180.04 | 12 | 200.00 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 730 | -10.98 | 59 | -10.77 | ||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,464 | 0.00 | 3,803 | -12.88 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 2,705 | 0.00 | 217 | -1.81 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 87,397 | -8.22 | 7,028 | -8.07 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 3,009 | 2.03 | 242 | 2.12 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 70,931 | 0.17 | 5,704 | 0.33 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 15,000 | 0.00 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 94,386 | -2.04 | 7,591 | -1.89 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 47,677 | 4.36 | 3,834 | 4.53 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 32,071 | 75.43 | 2,579 | 75.80 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 284,990 | -0.52 | 22,919 | -0.37 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 73,687 | 0.86 | 6 | 0.00 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 5,236 | -18.86 | 421 | -18.73 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 134,442 | -1.76 | 10,902 | -1.85 | ||||
| 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 | 80,158 | 15.55 | 6,299 | 5.35 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 56,535 | 14.66 | 4,547 | 14.86 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 5,866 | 0.00 | 472 | 0.21 | ||||
| 2025-04-16 | 13F | 新英格兰研究与管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 5,351 | 0.02 | 430 | 0.23 | ||||
| 2025-07-30 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 2,998 | 0.00 | 236 | -8.91 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 23,400 | -1.47 | 1,882 | -1.31 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 9,128 | 1.85 | 734 | 2.09 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 3,650 | -18.87 | 294 | -18.84 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 8,235 | 21.28 | 662 | 21.47 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 19,799 | -5.60 | 1,492 | -17.75 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 6,160 | 0.00 | 495 | 0.20 | ||||
| 2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 133,217 | 3.76 | 10,041 | -9.60 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 2,874 | 231 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 6,210 | 8.93 | 499 | 9.19 | ||||
| 2025-06-26 | NP | CABDX - AB 相对价值基金公司 A 类 | 311,848 | 97.06 | 23,504 | 71.68 | ||||
| 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 | 1,775,051 | -5.83 | 133,786 | -17.96 | ||||
| 2025-08-14 | 13F | 新弗农投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 649 | -6.48 | 49 | -20.00 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 453 | 0.22 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 23,388 | -25.33 | 1,881 | -25.22 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 30,826 | 1.72 | 2,422 | -7.24 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 3,144 | 33.16 | 253 | 33.33 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 15,725 | 398.26 | 1,264 | 405.20 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,434,948 | 16.98 | 108,152 | 1.91 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 97 | 7 | ||||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 7,332 | 0.00 | 590 | 0.17 | ||||
| 2025-05-13 | 13F | 财务顾问网络公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 276,900 | -4.94 | 22,254 | -3.57 | |||
| 2025-07-10 | 13F | 科扎克联合公司 | 13 | -86.73 | 1 | -85.71 |
