机构投资人持股和股东
Paychex, Inc. (MX:PAYX) 有 2534 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 325,833,272 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Capital International Investors, State Street Corp, Charles Schwab Investment Management Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, SCHD - Schwab U.S. Dividend Equity ETF, VFINX - Vanguard 500 Index Fund Investor Shares, and Wells Fargo & Company/mn .
Paychex, Inc. (BMV:PAYX)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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 13,420 | 1,952 | ||||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 101,259 | -6.19 | 14,729 | -11.55 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 12,411 | 264.81 | 1,805 | 244.47 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 16,428 | -0.04 | 2,390 | -5.76 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 45,599 | -1.31 | 6,633 | -6.96 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 14,576 | -4.92 | 2,120 | -10.36 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 41,505 | 0.00 | 6,037 | -5.72 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 140,107 | 1.34 | 20,613 | 0.96 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 31,698 | 0.71 | 4,611 | -5.05 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 1,431 | -43.77 | 211 | -46.43 | ||||
| 2025-07-09 | 13F | 外汇银行 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 13,761 | 115.76 | 2,002 | 103.35 | ||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 2,109 | -6.89 | 307 | -12.32 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 5,945 | -17.48 | 875 | -17.78 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 3,292 | -4.22 | 479 | -9.81 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 32,803 | 5.69 | 4,772 | -0.36 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 81,695 | -1.72 | 12 | -8.33 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 194 | -17.09 | 28 | -22.22 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 4,843 | -1.22 | 704 | -6.88 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 57,807 | -0.62 | 8,409 | -6.31 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 1,080 | 0.00 | 171 | 4.29 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 26,697 | 42.77 | 3,883 | 34.64 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 756 | -8.47 | 110 | -14.17 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 135,376 | 4.96 | 19,692 | -1.04 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 11,167 | 4.52 | 1,624 | -1.46 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 77 | 24.19 | 11 | 22.22 | ||||
| 2025-04-16 | 13F/A | 西方财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 资产标记公司 | 7,696 | -22.03 | 1,119 | -26.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 896 | 0.00 | 130 | -5.80 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 974 | 0.00 | 143 | 0.00 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 220 | 0.00 | 32 | -3.03 | ||||
| 2025-06-27 | NP | RSPN - Invesco S&P 500 等权重工业 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 | 50,762 | -19.21 | 7,468 | -19.51 | ||||
| 2025-07-24 | 13F | M.克劳斯公司 | 2,964 | -0.34 | 431 | -5.90 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 5,325 | 0.00 | 775 | -5.72 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 4,654 | -24.24 | 735 | -21.16 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,083 | -6.70 | 3,329 | -2.86 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 22,289 | -22.50 | 3,439 | 0.38 | ||||
| 2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 31,552 | -5.26 | 4,590 | -10.69 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 27 | 17.39 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 2,294 | -77.06 | 334 | -78.40 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 31 | 5 | ||||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,163 | -2.09 | 1,769 | -7.67 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 374,284 | 2.52 | 54,443 | -3.34 | ||||
| 2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 1,327 | 0.53 | 193 | -4.93 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 8,323 | -5.70 | 1,211 | -2.18 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 10,508 | -11.07 | 1,528 | -16.14 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,530 | -2.80 | 223 | -8.26 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 492 | 0.00 | 72 | -5.33 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 11,645 | -0.79 | 1,694 | -6.46 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 1,804,182 | 2.78 | 262,436 | -3.10 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 69 | 0.00 | 10 | 0.00 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 657,604 | -3.89 | 95,655 | -9.39 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 964 | 0.00 | 140 | -5.41 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 229 | -5.37 | 33 | -10.81 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 71 | -71.02 | 0 | |||||
| 2025-08-13 | 13F | 北方信托公司 | 4,932,209 | -1.14 | 717,439 | -6.79 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 7,251 | -0.64 | 1,055 | -6.31 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 4,456 | 0.00 | 648 | -5.68 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,699 | 1.82 | 538 | -3.93 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 872 | 39.07 | 138 | 44.21 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 2,718 | 0.52 | 395 | -5.28 | ||||
| 2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 15,900 | -7.02 | 2,339 | -7.37 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 3,620 | -51.08 | 527 | -53.90 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 4,797 | -4.06 | 698 | -9.60 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 35,047 | -11.36 | 5,098 | -16.43 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 5,442 | -0.38 | 792 | -6.06 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 27,369,482 | 0.88 | 3,981,165 | -4.89 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 16,396 | 9.68 | 2 | 0.00 | ||||
| 2025-08-26 | NP | DELAWARE VIP TRUST - 特拉华 VIP 全额回报系列服务 | 1,250 | -15.88 | 182 | -20.96 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,537 | 224 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,358 | 18.81 | 198 | 11.93 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 1,788 | 0.00 | 282 | 4.06 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,544 | 6.78 | 244 | 10.96 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 2,000 | -5.66 | 290 | -11.62 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 7,538 | -10.12 | 1,096 | -15.24 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 746 | 109 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 10,227 | 0.34 | 1,488 | -5.41 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 1,750 | 0.00 | 255 | -5.58 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 14,941 | -2.47 | 2,173 | -8.04 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 1,087 | -17.65 | 158 | -22.17 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 19,750 | -0.38 | 2,873 | -6.08 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 1,937 | 282 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,470 | -0.41 | 0 | |||||
| 2025-07-28 | 13F | Copia财富管理 | 39 | 0.00 | 6 | -16.67 | ||||
| 2025-08-11 | 13F | 伯克利公司 | 26,321 | -1.57 | 3,829 | -7.20 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 3,900 | -61.00 | 567 | -63.23 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 8,300 | -64.53 | 1,207 | -66.57 | |||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 2,193 | 319 | ||||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 102,790 | 104.66 | 15,122 | 103.91 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 9,646 | -15.48 | 1,403 | -20.28 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 15,952 | -1.42 | 2,320 | -7.05 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 1,619 | 13.85 | 236 | |||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 11,870 | -21.16 | 1,746 | -21.46 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 14,086 | 7.36 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 6,774 | -40.68 | 985 | -44.07 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,603 | 50.65 | 960 | 42.01 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 15,714 | -2.50 | 2,481 | 1.51 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 1,470 | 1.24 | 227 | 11.33 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 64,592 | 11.81 | 9,397 | 5.44 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 28,825 | 7.54 | 4,193 | 1.38 | ||||
| 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 | 5,824 | 0.00 | 920 | 4.08 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 1,586 | -32.80 | 233 | -33.05 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 47,197 | -3.45 | 7 | -14.29 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 13,516 | -2.13 | 1,966 | -7.70 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 37,016 | -5.57 | 5,384 | -10.96 | ||||
| 2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 3,027 | 0.00 | 440 | -5.58 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 898,889 | 7.16 | 130,752 | 1.03 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,240 | -32.80 | 1,344 | -36.63 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 1,522 | 1.47 | 0 | |||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 16,302 | -17.69 | 2,371 | -22.39 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 3,996 | -93.59 | 581 | -93.96 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 9,008 | -0.55 | 1,310 | -6.23 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 294 | -32.57 | 43 | -37.31 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 9,648 | 1,302 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 328 | 41.99 | 48 | 34.29 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 39,302 | -0.70 | 5,717 | -6.39 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 20,752 | 0.59 | 3,019 | -5.15 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 14 | 16.67 | 2 | 100.00 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 19,737 | -6.68 | 2,871 | -12.02 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 4,218 | 4.95 | 614 | -1.13 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 62,277 | 4.47 | 9,059 | -1.50 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 645,580 | 6.02 | 93,906 | -0.04 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 43,000 | 0.00 | 6,255 | -5.73 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 494,663 | 1.21 | 71,952 | -4.58 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 2,335 | 8.25 | 340 | 2.11 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 6,000 | 873 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 19,223 | -1.17 | 2,796 | -6.80 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 3,156 | 10.27 | 459 | 4.08 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 19,960 | -1.81 | 2,903 | -7.43 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 541 | -0.18 | 79 | -6.02 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 6,221 | -2.95 | 905 | -8.50 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 3,000 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 3,479 | -0.71 | 506 | -6.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 1,673 | 0.00 | 243 | -5.81 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3,750 | 55.86 | 546 | 46.90 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 22 | 0.00 | 3 | 0.00 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,123,274 | 3.46 | 163,391 | -2.45 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,922 | 2.84 | 280 | -3.12 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 4,656 | -1.90 | 677 | -7.51 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 822,873 | 5.97 | 119,695 | -0.09 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 224,685 | -2.22 | 34,664 | 7.59 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 4,242 | 0.00 | 617 | -5.66 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 26,030 | 5.29 | 3,786 | -0.73 | ||||
| 2025-08-14 | 13F | 埃勒维图斯财富管理 | 22,805 | 0.23 | 3,317 | -5.50 | ||||
| 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 | 4,176 | 42.87 | 614 | 42.46 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 2,000 | 0.00 | 291 | -5.84 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 8,552 | 2.96 | 1,244 | -2.97 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 5,100 | 742 | |||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 1,954 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 10,000 | 1,455 | |||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 353,702 | -0.87 | 51,449 | -6.53 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 157 | 0.00 | 23 | -8.33 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 7,996 | 1,163 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 10,891 | 2.29 | 1,584 | -3.53 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 311 | 0.00 | 45 | -4.26 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 9,125 | -2.12 | 1,327 | -7.72 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 12,114 | 0.89 | 1,762 | -4.86 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 4,688 | -3.60 | 682 | -9.20 | ||||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 27,392 | -18.71 | 4,325 | -15.36 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 3,819 | -0.39 | 556 | -6.09 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 10,087 | -4.91 | 1,467 | -10.33 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 58,477 | 9.44 | 9 | 0.00 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 10,165 | 0.00 | 1,495 | -0.40 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 9,903 | 0.77 | 1,457 | 0.34 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 12,718 | 1.32 | 1,850 | -4.49 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 262 | 1.95 | 38 | -2.56 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 10,709 | 1,558 | ||||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 20,984 | 11.62 | 3,052 | 5.24 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 453 | -21.63 | 66 | -26.97 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 124 | 0.00 | 18 | -5.26 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 28,072 | 4.42 | 4,130 | 4.01 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 255 | 0.00 | 37 | -5.13 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 38,393 | 3.23 | 5,585 | -2.68 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 70 | 0.00 | 10 | 0.00 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 63,344 | 0.49 | 9,214 | -5.25 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 407,696 | -31.07 | 59,303 | -35.01 | ||||
| 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 | 2,781 | 0.65 | 439 | 4.77 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 69 | 0.00 | 10 | 0.00 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 1,992 | 0.00 | 290 | -5.86 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 21,276 | 5.89 | 3,360 | 10.24 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 100,600 | -18.41 | 14,633 | -23.07 | ||||
| 2025-04-01 | NP | QYLE - Global X 纳斯达克 100 ESG 备兑看涨 ETF | 92 | -8.91 | 14 | -7.14 | ||||
| 2025-07-25 | NP | INUTX - 哥伦比亚股息机会基金 A 类 | 136,200 | 24.95 | 21,507 | 30.09 | ||||
| 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 | 79,153 | 1.53 | 11,645 | 1.15 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 7,654 | 0.50 | 1,113 | -5.20 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 9,227 | 0.00 | 1,342 | -5.69 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 896,208 | 3.04 | 130,362 | -2.85 | ||||
| 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 | 709,569 | 0.52 | 104,392 | 0.15 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 7,054 | -5.76 | 1,026 | -11.09 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | DGIFX - 纪律成长投资者基金 | 14,215 | 0.00 | 2,091 | -0.38 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,830 | 2.87 | 605 | 7.09 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 9,694 | -32.60 | 1,410 | -36.46 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 3,334 | 0.00 | 485 | -5.84 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 4,450 | 17.17 | 647 | 10.60 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 2,375 | 0.00 | 345 | -5.74 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,453 | -3.12 | 357 | -8.72 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 2,211 | 1.10 | 322 | -4.75 | ||||
| 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 | 3,146 | 1.22 | 463 | 0.87 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,674 | 0.27 | 534 | -5.49 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 6,133 | -1.75 | 892 | -7.37 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 3,931 | -8.62 | 572 | -13.88 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 2,682 | -1.83 | 390 | -7.36 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 361,522 | -0.91 | 52,587 | -6.58 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,576 | -5.80 | 229 | -11.24 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 859 | -57.58 | 125 | -60.26 | ||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 19,308 | 7.50 | 2,809 | 1.34 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 147 | 12.21 | 21 | 5.00 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 2,571 | -9.57 | 406 | -6.03 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,536 | -6.85 | 223 | -12.20 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,553 | 25.06 | 517 | 17.81 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 5,980 | -65.94 | 870 | -67.91 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,226,661 | -14.92 | 178,430 | -19.78 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 2,131 | 0.19 | 310 | -5.79 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 846,180 | 15.06 | 121,317 | 8.31 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 419 | 61 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 70,376 | 0.00 | 10,237 | -5.72 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 8,165 | -0.60 | 1,188 | -6.31 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 18,250 | -1.44 | 2,655 | -7.07 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 6,722 | -3.59 | 978 | -9.12 | ||||
| 2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 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 | 121,698 | -3.75 | 17,702 | -9.25 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 3,185 | -0.28 | 463 | -5.89 | ||||
| 2025-03-27 | NP | 克拉夫全球机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-27 | NP | 克拉夫全球股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 126,417 | -1.76 | 18,389 | -7.37 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 14,466 | 28.10 | 2,128 | 27.65 | ||||
| 2025-06-26 | NP | FLRG - 富达美国多因素 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 | 15,204 | -0.41 | 2,237 | -0.80 | ||||
| 2025-03-27 | NP | 克拉夫全球股息和收益基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 11,680 | 247.62 | 1,699 | 260.72 | ||||
| 2025-08-08 | 13F | 杰克逊维尔财富管理有限责任公司 | 5,936 | 0.30 | 863 | -5.48 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 413 | -10.99 | 64 | -3.08 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 118 | 0.00 | 17 | |||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 6,846 | 19.92 | 996 | 13.07 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 89,996 | 10.44 | 14,211 | 14.99 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 70,297 | 0.36 | 10,225 | -5.38 | ||||
| 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 | 460,395 | 8.66 | 72,701 | 13.13 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 7,540 | 37.74 | 1,097 | 29.86 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 2,474 | 0.08 | 360 | -5.77 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 192 | 204.76 | 30 | 233.33 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 180,221 | -0.51 | 26 | -3.70 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 162,213 | -0.05 | 23,596 | -5.77 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 2,258 | -4.81 | 328 | -10.14 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 1,648 | 0.00 | 238 | -6.69 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 37,853 | 0.00 | 5,506 | -5.70 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 10,761 | -1.60 | 1,565 | -7.23 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 824 | -6.26 | 120 | -11.85 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 44 | 6 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 32,127 | 0.00 | 4,673 | -5.71 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 28,422 | 105.63 | 4,134 | 93.90 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 46,457 | -2.42 | 6,758 | -7.99 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,935 | 2.13 | 712 | 0.28 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 17,380 | -1.00 | 2,528 | -6.65 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 8,203,994 | -5.83 | 1,206,972 | -6.18 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 4,373 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 16,373 | -0.59 | 2,382 | -6.30 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 3,056 | 0.00 | 445 | -5.73 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 34,310 | -3.65 | 4,991 | -9.16 | ||||
| 2025-08-12 | 13F | 联合银行 | 2,927 | -1.71 | 426 | -7.41 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 7,456 | -14.60 | 1,085 | -19.52 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 336,786 | 0.00 | 49,548 | -0.37 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 3,712 | -3.86 | 546 | -4.21 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 1,640 | -15.46 | 0 | |||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 271 | 281.69 | 40 | 290.00 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 631 | -46.25 | 92 | |||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 2,145 | 25.88 | 312 | 18.70 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 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 | 359 | -7.71 | 53 | -8.77 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 1,240 | 0.00 | 180 | -5.76 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 43,557 | 1.73 | 6,336 | -4.09 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 10,175 | -2.08 | 1,480 | -7.67 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 4,244 | 0.00 | 617 | -5.66 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,490 | -44.09 | 217 | -47.45 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,407 | 21.31 | 16,642 | 14.38 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 2,250 | -3.85 | 327 | -9.42 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 7,558 | -3.18 | 1,099 | -8.72 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 4,856 | 4.39 | 706 | -1.53 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 200 | -60.00 | 29 | -62.34 | ||||
| 2025-04-23 | 13F | 科德尔/莫里森财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential证券公司 | 6,750 | -6.87 | 461 | 3.36 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 4,689 | 0.00 | 682 | -5.67 | ||||
| 2025-07-25 | NP | SCHD - 嘉信美国股息股票 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,151,730 | 8.45 | 1,445,150 | 12.91 | ||||
| 2025-04-10 | 13F | 库珀投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 69 | 10 | ||||||
| 2025-06-25 | NP | LPEFX - ALPS/Red Rocks 上市私募股权基金投资者股票 | 4,480 | -4.88 | 659 | -5.18 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 4,044 | 0.00 | 588 | -5.62 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 7,199 | -6.04 | 1,047 | -11.42 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 2,292 | 59.17 | 333 | 50.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 88,281 | 58.12 | 12,841 | 49.09 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,552 | -4.26 | 226 | -10.00 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 21,341 | -13.56 | 3 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 2,766 | -6.68 | 402 | -12.04 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 2,612 | 0.00 | 380 | -5.72 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,933 | 4.77 | 305 | 9.32 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,759 | 0.00 | 256 | -5.90 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 1,650 | 0.00 | 240 | -5.51 | ||||
| 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 | 970,033 | -9.37 | 142,711 | -9.71 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 1,773 | -16.25 | 258 | -21.17 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 1,400 | 204 | ||||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 33,278 | 6.20 | 4,896 | 5.79 | ||||
| 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 | 212,516 | -1.79 | 30,913 | -7.41 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 15,000 | 0.00 | 2,182 | -5.75 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 16,731 | 41.09 | 2,434 | 46.39 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 9,415 | 132.13 | 1,385 | 131.61 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 138,572 | -0.20 | 20,157 | -5.91 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 8,209 | 1,194 | ||||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 13,991 | -1.62 | 2,035 | 2.06 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 13,800 | -56.33 | 2,007 | -58.83 | |||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 2,564 | 0.00 | 377 | -4.56 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 111 | -279.03 | 16 | -277.78 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 38,800 | 181.16 | 5,644 | 165.05 | |||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 166 | 207.41 | 24 | 200.00 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 451,500 | -10.98 | 65,675 | -16.07 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 1,560 | -8.77 | 227 | -14.07 | ||||
| 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 | 34,938 | 24.41 | 5,140 | 23.97 | ||||
| 2025-07-23 | 13F | 阿姆布鲁斯特资本管理公司 | 18,956 | -0.16 | 2,757 | -5.87 | ||||
| 2025-06-05 | NP | GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票 | 56,065 | 0.00 | 8,248 | -0.37 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 6,195 | -15.37 | 911 | -15.65 | ||||
| 2025-08-12 | 13F | 欧普斯投资管理公司 | 35,400 | 0.00 | 5,149 | -5.71 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 16,571 | -29.67 | 2,410 | -33.70 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 5,880 | -11.76 | 855 | -16.83 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 1,044,626 | -1.96 | 151,951 | -7.56 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 104,767 | 0.00 | 15,413 | -0.37 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 3,152 | -61.74 | 459 | -63.97 | ||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 23,267 | -33.02 | 3,423 | -33.26 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 3,061 | 17.23 | 483 | 21.97 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 44,500 | -51.10 | 6,473 | -53.90 | |||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 19,096 | -5.31 | 2,778 | -10.74 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,565 | -17.41 | 228 | -22.26 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 8,280 | 8.92 | 1,218 | 8.56 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 2,680 | 0.00 | 390 | -5.81 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 1,976 | -4.91 | 287 | -10.31 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 373,828 | -1.29 | 54,377 | -6.93 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 7,170 | 0.20 | 1,043 | -5.53 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 417,653 | -29.41 | 60,752 | -33.44 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 45,498 | 6,618 | ||||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 16,244 | -0.61 | 2,363 | -6.31 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 11,253 | 1.24 | 1,637 | -4.55 | ||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 7,381 | 0.00 | 1,139 | 0.00 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 161 | 0.00 | 23 | -4.17 | ||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 42,450 | -4.14 | 6,245 | -4.50 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 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 | 83,361 | 153.48 | 12,264 | 152.55 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 520 | 0.00 | 76 | -6.25 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 11,467 | 0.46 | 1,668 | -5.28 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 2,001 | 0.00 | 291 | -5.52 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 32,880 | -1.10 | 4,783 | -6.77 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 100,152 | -2.88 | 14,568 | -8.43 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 1,698 | -30.38 | 268 | -27.37 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 220,504 | -2.85 | 32,075 | -8.40 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 13,200 | 0.00 | 1,920 | -5.70 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 2,050 | 0.00 | 298 | -5.70 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 2,453 | -39.82 | 357 | -43.31 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 12,654 | -5.78 | 1,841 | -11.15 | ||||
| 2025-07-07 | 13F | 西联银行 | 3,099 | 57.95 | 451 | 49.01 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 292,645 | -11.90 | 42,568 | -16.94 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,822 | 12.40 | 265 | 6.00 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 147 | 20 | ||||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 159,027 | 2.26 | 23,132 | -3.59 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 5,112 | 5.23 | 744 | -0.80 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 834,655 | -2.68 | 121,409 | -8.25 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 476,082 | 0.78 | 69,251 | -4.98 | ||||
| 2025-05-30 | NP | MGNDX - Praxis 增长指数基金 A 类 | 460 | 71 | ||||||
| 2025-08-07 | 13F | 第1620章 | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-04-22 | 13F | 巴克财富策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,717 | 3.35 | 0 | |||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 780 | 900.00 | 120 | 1,100.00 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | Short | -5,000 | -790 | |||||
| 2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 231,798 | -0.96 | 33,717 | -6.62 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 6,825 | -1.97 | 993 | -7.64 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 40,123 | 1.85 | 5,836 | -4.17 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 5,744 | 3.91 | 835 | -2.00 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 39 | -2.50 | 6 | -16.67 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,880,270 | -0.01 | 564,424 | -5.73 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 424 | 0.00 | 62 | 3.39 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,675 | 2.51 | 244 | -3.57 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 17,481 | -1.05 | 2,545 | -6.68 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 4,100 | 0.00 | 647 | 4.19 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 3,500 | 0.00 | 509 | -5.57 | ||||
| 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 | 43,618 | 16.07 | 6,888 | 20.85 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 85,191 | -0.77 | 12,392 | -6.44 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 1,201 | 0.00 | 173 | -6.49 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 84 | -91.30 | 12 | -91.89 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 77,700 | -38.77 | 11,184 | -41.64 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 46,500 | 10.19 | 6,693 | 5.02 | |||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 32,193 | 0.00 | 4,683 | -5.72 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 2,531 | -5.74 | 368 | -11.11 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 16,882 | 26.57 | 2,456 | 31.28 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 7,624 | -3.04 | 1,109 | -8.66 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 46,649 | 5.20 | 6,786 | -0.82 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 298 | 0.00 | 43 | -4.44 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,263 | 122.36 | 184 | 110.34 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 4 | 1 | ||||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 3,305 | 1.16 | 481 | 2.78 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 48,198 | 8.61 | 7,011 | 2.40 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 25,788 | -0.02 | 3,751 | -5.73 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 450 | 0.00 | 65 | -5.80 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 30 | 0.00 | 4 | 0.00 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,534 | 2.50 | 10,377 | 2.12 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 1,936 | -45.71 | 282 | -48.91 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 3,270 | 4.77 | 476 | -1.25 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 17,886 | -1.50 | 2,602 | -7.14 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 5,382 | -85.24 | 830 | -83.76 | ||||
| 2025-07-10 | 13F | 布雷迪家族财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 2 | ||||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 2,004 | 316 | ||||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 116 | 0.00 | 17 | -5.88 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 25,000 | -3.88 | 3,636 | -9.37 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 17,769 | -1.77 | 2,585 | -7.38 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 22,353 | -5.60 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 3,299 | 3.42 | 480 | -2.64 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,035 | 8.32 | 20,161 | 7.92 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 6,740 | -0.30 | 980 | -5.95 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 4,731 | 10.95 | 747 | 15.63 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 21,963 | 3.51 | 3,195 | -2.41 | ||||
| 2025-08-12 | 13F | 基石资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 9,177 | 14.91 | 1,335 | 8.28 | ||||
| 2025-07-24 | 13F | 本德罗伯特事务所 | 1,455 | 0.00 | 212 | -5.80 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 150,000 | 0.00 | 21,819 | -5.72 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 49,105 | 4.51 | 7,143 | -1.48 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 5,352 | 23.86 | 778 | 16.82 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 10,922 | 0.17 | 1,725 | 4.30 | ||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 6,824 | -13.59 | 1,004 | -13.98 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 14,760 | -5.28 | 2,147 | -10.73 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92,069 | -3.43 | 14,539 | 0.54 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 16,678 | -14.75 | 2 | -33.33 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 13,119 | 50.85 | 1,908 | 42.28 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 249 | -6.04 | 37 | -7.69 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 3,890 | 4.46 | 566 | -1.57 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 14,412 | 176.52 | 2,096 | 160.70 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 3,740 | -1.89 | 1 | |||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 737 | -7.76 | 116 | -4.13 | ||||
| 2025-07-24 | 13F | 康宁公司 | 215,073 | -7.24 | 31,285 | -12.54 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 3,379 | -6.61 | 492 | -12.01 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 11,955 | 21.90 | 1,844 | 34.11 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 312 | -9.04 | 46 | 15.00 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,038 | 0.00 | 164 | 3.82 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 7,664 | 5.29 | 1,115 | -0.80 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 8,374 | 17.35 | 1,322 | 22.18 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 28,043 | -3.00 | 4,079 | -8.54 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 816 | 0.00 | 120 | 0.00 | ||||
| 2025-07-29 | 13F | 斯威格有限公司 | 2,232 | 326 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,932,062 | 29.78 | 281,038 | 22.36 | ||||
| 2025-06-25 | NP | IDIVX - 诚信红利丰收基金，A类 | 43,000 | 0.00 | 6,326 | -0.36 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 270,799 | 2.37 | 39,390 | -3.48 | ||||
| 2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 163,639 | -5.77 | 25,840 | -1.89 | ||||
| 2025-07-23 | 13F | 第一招商局 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 29,862 | -1.03 | 4,344 | 0.51 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,184 | 11.60 | 345 | 16.22 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 13,777 | 1.30 | 2,001 | -2.15 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 321,428 | 2.87 | 50,757 | 7.11 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,949,213 | -5.02 | 283,532 | -10.45 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 371 | 0.00 | 54 | -7.02 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 33 | 5 | ||||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,767 | -13.47 | 257 | -18.41 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 24 | 0.00 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 17,146 | 7.01 | 2,494 | 0.89 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 583 | -5.20 | 85 | -10.64 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 314,729 | 1.36 | 45,780 | -4.44 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 4,091 | 0.00 | 602 | -0.50 | ||||
| 2025-08-11 | 13F | 信托银行 | 1,808 | -31.46 | 263 | -35.47 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 5 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 1,609 | 234 | ||||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 398,493 | 0.02 | 57,965 | -3.67 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 25,200 | 3,666 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 10,074 | -1.57 | 1,465 | -7.22 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 10,892 | 63.74 | 1,584 | 54.39 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 26,333 | -10.24 | 3,830 | -15.38 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 62,601 | 9,106 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 98,800 | 133.57 | 14,371 | 120.21 | |||
| 2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 38,883 | -2.21 | 5,656 | -7.81 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 154,400 | 114.44 | 22,459 | 102.19 | |||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 3,881 | 565 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 7,096 | -6.72 | 1,032 | -12.02 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 8,692,386 | -4.17 | 1,264,394 | -9.65 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 594,435 | 0.71 | 93,867 | 4.86 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 6,331 | 0.00 | 921 | -5.74 | ||||
| 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 | 724 | -98.65 | 105 | -98.73 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 4,369 | -4.65 | 636 | -10.06 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -733 | -107 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 26,501 | -10.51 | 3,855 | -15.63 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 2,950 | 0.00 | 429 | -5.71 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 1,933 | 35.46 | 281 | 27.73 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 11,208 | 17.97 | 1,770 | 22.76 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 7,726 | 0.00 | 1,137 | -0.35 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,618 | 2.78 | 974 | 2.42 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 973 | 53.71 | 142 | 45.36 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 7 | -22.22 | 1 | 0.00 | ||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 104,720 | -4.36 | 15,233 | -9.83 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 16,177 | 203.45 | 2,353 | 186.25 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 4,160 | 0.00 | 605 | -5.62 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 6,601 | -1.11 | 960 | -6.71 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 5,903 | -8.78 | 859 | -14.03 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 3,794,679 | -2.67 | 551,974 | -8.23 | ||||
| 2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 22,590 | 1.46 | 3,286 | -4.37 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 20,539 | -0.51 | 2,988 | -6.19 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 32,215,957 | 1.28 | 4,686,133 | -4.51 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 2,635 | 0.00 | 383 | -5.67 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 269,037 | 2.10 | 39 | -2.50 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 46 | -63.78 | 7 | -68.42 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,042 | -7.05 | 152 | -12.21 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 823,104 | 15.61 | 121,095 | 15.18 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 12,614 | -1.61 | 1,835 | -7.23 | ||||
| 2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 1,559 | 0.00 | 0 | |||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 914 | -6.35 | 133 | -12.00 | ||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 147 | 0.00 | 21 | -4.55 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 25,779 | -0.08 | 3,750 | -5.80 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 4,008 | -3.70 | 553 | -12.10 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 441,192 | 11.37 | 64,176 | 5.00 | ||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 35,215 | -2.17 | 5,122 | -7.76 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 103,679 | 0.30 | 15,081 | -5.44 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 10,208 | 115.72 | 1,485 | 103.29 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 2,267 | -0.79 | 330 | -6.53 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 94,764 | -2.44 | 13,784 | -8.02 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,406 | 0.00 | 205 | -5.56 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 7,023 | -1.40 | 1,022 | -7.01 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 199,450 | -6.22 | 29,012 | -11.58 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 10,431 | -0.41 | 1,517 | -6.07 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 9,678 | 0.44 | 1,408 | -5.32 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 54,476 | -1.77 | 7,924 | -7.39 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 56,475 | 2.53 | 8,215 | -3.34 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 9,386 | 3.13 | 1,365 | -2.78 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 230 | -1.71 | 33 | -8.33 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 6,602 | 28.59 | 960 | 21.21 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 12,887 | 0.00 | 1,875 | -5.73 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 60 | 0.00 | 9 | 12.50 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 37,459 | -4.90 | 5,449 | -10.34 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 3,597 | 0.00 | 523 | -5.60 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2,125 | 0.33 | 309 | -5.21 | ||||
| 2025-05-15 | 13F | 全新世顾问有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 11,221 | -0.83 | 2 | 0.00 | ||||
| 2025-05-30 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 1,521 | 10.86 | 235 | 21.88 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 4,114 | -0.63 | 598 | -6.27 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 1,631,922 | -15.63 | 237,379 | -20.46 | ||||
| 2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 15,598 | 0.65 | 2,366 | 4.37 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 1,453 | 6.84 | 211 | 0.96 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 32 | 5 | ||||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 133 | 20 | ||||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 603 | 29.40 | 88 | 22.54 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 33 | 0.00 | 5 | -20.00 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 613,230 | 0.00 | 96,835 | 4.11 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 41,721 | -0.31 | 6,069 | -6.02 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 4,721 | 10.59 | 687 | 4.26 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 3,194 | -2.17 | 0 | |||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 22 | 0.00 | 3 | 0.00 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 807 | 0.00 | 0 | |||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 13,582 | 1.89 | 1,998 | 1.52 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 80,422 | 16.41 | 11,698 | 9.76 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 23,196 | 20.91 | 3,663 | 25.89 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 18,304 | -14.34 | 2,890 | -10.80 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 1,001 | 147 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 42,562 | 2.06 | 6,192 | -1.67 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 52,984 | -0.46 | 7,707 | -6.14 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 10,183,871 | 2.77 | 1,481,053 | -3.19 | ||||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 21,467 | -5.66 | 3,158 | -6.01 | ||||
| 2025-05-07 | 13F | 独立资产合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 3,252 | 473 | ||||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 18,956 | 81.02 | 2,757 | 70.71 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 4,670 | 48.87 | 679 | 40.58 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 119,799 | 47.57 | 17,426 | 39.13 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 6,267 | -4.10 | 912 | 91,000.00 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 149 | 0.00 | 21 | -4.55 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 2,079 | 6.34 | 302 | 0.33 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 8,655 | 8.40 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | 阿尔钛全球公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 199,192 | -2.88 | 28,974 | -8.43 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 5,935 | 0.00 | 863 | -5.68 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,724 | 18.16 | 251 | 11.11 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 300 | 20.00 | 44 | 22.86 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,508 | -9.45 | 2,692 | -14.62 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 2,871 | 0.00 | 418 | -5.66 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,710 | 0.00 | 253 | 5.88 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 118,579 | 1.93 | 17,249 | -3.90 | ||||
| 2025-05-13 | 13F | 蒸馏资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 11,277 | -17.44 | 1,640 | -22.16 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 12,058 | 1,754 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 36,096 | 1.29 | 5,251 | -4.49 | ||||
| 2025-08-14 | 13F | 安盛公司 | 207,388 | -29.58 | 30,167 | -33.61 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 34,646 | 5,097 | ||||||
| 2025-07-14 | 13F | 财务咨询合作伙伴有限公司 | 27,102 | -2.96 | 3,942 | -8.50 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 2,132 | 0.00 | 310 | -5.49 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 3,378 | -0.06 | 491 | -5.76 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 6,540 | 951 | ||||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 9,791 | 1,635.99 | 1,511 | 1,811.39 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 576 | 9.71 | 84 | 3.75 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,375 | 0.00 | 200 | -5.66 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 500 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 4,707 | -1.79 | 685 | -7.44 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,747 | -0.85 | 11,585 | -1.22 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,713,053 | -21.13 | 685,561 | -25.64 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 1,592 | -16.56 | 246 | -8.24 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 196,013 | -0.82 | 28,512 | -6.49 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 858,665 | -3.99 | 124,901 | -9.48 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 1,831 | -6.20 | 289 | -2.36 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 1,014 | 0.00 | 147 | -5.77 | ||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 36,125 | -0.96 | 5,255 | -6.63 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 70 | 10 | ||||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 5,415 | -8.39 | 788 | -13.61 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 12,913 | 1.97 | 1,878 | -6.05 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,001 | 28.36 | 437 | 21.11 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 16,671 | -1.80 | 2,425 | -7.45 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,998 | 0.99 | 583 | 0.34 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 329 | 0.92 | 48 | -6.00 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 8,597 | -5.36 | 1,251 | -10.78 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,750 | 255 | ||||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 76,708 | 11,158 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 67,817 | 0.00 | 9,865 | -5.72 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 230 | 0.44 | 0 | |||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 183,337 | 0.16 | 28,951 | 4.28 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 16,791 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,894 | 8.23 | 773 | 12.70 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 377 | 5.31 | 55 | -1.82 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -20,228 | -4.82 | -3,194 | -0.90 | |||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,125 | 163 | ||||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 38,111 | 0.64 | 5,880 | 10.72 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 30,383 | -0.65 | 4,420 | -6.32 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 236 | 11.32 | 35 | 9.68 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 113,932 | 17.49 | 16,573 | 10.78 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 10,079 | -1.28 | 1,466 | -6.92 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 19 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 44,160 | 197.45 | 6,973 | 197.48 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 8,139 | 3.40 | 1,197 | 3.01 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 102 | 0.00 | 15 | -6.67 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 15,468 | 14.22 | 2,250 | 7.66 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 5,584 | 2.36 | 812 | -3.45 | ||||
| 2025-08-14 | 13F | 南岸银行 | 2,474 | 8.56 | 360 | 2.28 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,434 | 149.39 | 211 | 150.00 | ||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 73,158 | -4.06 | 10,763 | -4.41 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 2,114 | 25.98 | 308 | 18.99 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 100 | 0.00 | 15 | -6.67 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,624 | 25.79 | 239 | 25.26 | ||||
| 2025-04-22 | 13F | 世界股权集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 3,850 | 0.00 | 560 | -5.56 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 5,823 | 0.00 | 847 | -5.68 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 223 | 0.00 | 32 | -5.88 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,443 | 2.17 | 377 | 12.24 | ||||
| 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 | 32,947 | -10.91 | 4,847 | -11.24 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 1,369 | -12.64 | 201 | -12.99 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 11 | -38.89 | 2 | -50.00 | ||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 21,793 | -1.84 | 3,170 | -7.45 | ||||
| 2025-05-12 | 13F | 花旗集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-12 | 13F | 花旗集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 586 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 8,722 | 0.43 | 1,269 | -5.30 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 4,080 | -1.33 | 594 | -7.05 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 1,798 | -0.83 | 262 | -6.45 | ||||
| 2025-06-05 | NP | GEQIX - 股票收益投资组合 | 2,019 | -8.93 | 297 | -9.17 | ||||
| 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 | 249,430 | -11.49 | 36,282 | -16.55 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 627 | 6.63 | 91 | 1.11 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 1,750 | 0.00 | 255 | -5.58 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 17,413 | 25.47 | 2,533 | 18.26 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 9,270 | 4.52 | 1,364 | 4.13 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 120,825 | 25.26 | 17,575 | 18.10 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 2,482 | -2.44 | 361 | -7.91 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 6,590 | 1.54 | 959 | -4.30 | ||||
| 2025-07-21 | 13F | 两点资本管理公司 | 60,231 | -15.88 | 8,761 | -15.99 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 142,759 | 6.05 | 22,543 | 10.41 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 80,189 | -1.02 | 11,797 | -1.39 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 3,955 | 4.88 | 582 | 4.50 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 32 | 14.29 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 1,824 | 0.05 | 265 | -5.69 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 37,625 | -1.67 | 5,473 | -7.30 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 3,107 | 2.54 | 452 | -3.43 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,994 | 17.57 | 290 | 11.11 | ||||
| 2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 15,134 | -54.72 | 2,390 | -52.87 | ||||
| 2025-09-05 | 13F | 盖尔有限责任公司 | 17,625 | -16.69 | 2,564 | 85,333.33 | ||||
| 2025-04-15 | 13F | 信托金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,527 | 67.16 | 1,095 | 117.50 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 3 | 0.00 | 0 | |||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 3,951 | 46.12 | 581 | 45.61 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 26,961 | 6.73 | 3,922 | 0.64 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 30,826 | 15.34 | 4,484 | 8.73 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 1,684,139 | -16.56 | 244,975 | -21.33 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 500 | 73 | ||||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 3,075 | 4.95 | 447 | -1.11 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 187,615 | 507.03 | 27,290 | 472.36 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -9,449 | -0.00 | -1,492 | 4.12 | |||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 8,404 | 0.00 | 1,222 | 122,100.00 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 96,930 | 1.41 | 14,260 | 1.03 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1,503 | -11.95 | 212 | -19.39 | ||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 2,894 | 0.00 | 421 | -5.83 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 4,860 | 0.00 | 707 | -5.74 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,726 | -26.05 | 251 | -30.28 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 20,674 | 0.29 | 3,042 | -0.10 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 220 | 0.00 | 32 | -3.03 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 2,452 | -9.55 | 357 | -14.83 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 3,142 | 0.00 | 457 | -5.58 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 2,014 | -87.13 | 293 | -87.90 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 1,483 | 0.00 | 216 | -5.70 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 88,064 | 1.43 | 12,810 | -4.37 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 170 | 1.80 | 25 | -4.00 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 494,586 | -0.95 | 71 | -4.05 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 2,462,978 | -9.30 | 358,265 | -14.48 | ||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 156,361 | 30.47 | 24,691 | 35.84 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 456 | -2.36 | 72 | 2.86 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 4,554 | 21.05 | 670 | 20.54 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 42,712 | -0.40 | 6,213 | -6.11 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 6,474 | 82.88 | 933 | 74.53 | ||||
| 2025-08-14 | 13F | Xponance公司 | 63,725 | 9.27 | 9,269 | 3.02 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,478 | 0.14 | 215 | -5.73 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 487 | 0.00 | 71 | -6.67 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 2,248 | 0.00 | 327 | -5.78 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 2,238 | -26.28 | 326 | -30.56 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 55,549 | 1.06 | 8,172 | 0.69 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 8,500 | 0.00 | 1,236 | -5.72 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 6,508 | 0.35 | 947 | -5.40 | ||||
| 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 | 808 | -2.88 | 128 | 0.79 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 3,446 | 9.54 | 501 | 3.30 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 7,098 | -0.92 | 1,032 | -6.61 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 3,511 | 11.67 | 511 | 5.15 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 24 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 35,763 | 5,202 | ||||||
| 2025-08-06 | 13F | 南州公司 | 8,061 | -12.72 | 1,173 | -17.70 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 578 | -31.03 | 85 | -30.89 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 110,865 | 8.96 | 17,507 | 13.44 |
