机构投资人持股和股东
Regions Financial Corporation (MX:RF) 有 1692 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 840,138,133 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Wellington Management Group Llp, Charles Schwab Investment Management Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, SCHD - Schwab U.S. Dividend Equity ETF, Jpmorgan Chase & Co, VFINX - Vanguard 500 Index Fund Investor Shares, and Geode Capital Management, Llc .
Regions Financial Corporation (BMV:RF)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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 130,181 | 0.00 | 3,062 | 8.24 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 5,892,549 | -3.65 | 138,593 | 4.29 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 79,753 | 20.14 | 1,710 | 8.65 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 92 | -87.01 | 216 | -85.96 | |||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 1,750,072 | -25.91 | 41,162 | -19.81 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,383 | -49.53 | 3,253 | -45.38 | |||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 40,677 | -5.78 | 957 | 1.92 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 26,640 | -13.72 | 544 | -28.55 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,910 | 0.31 | 68 | 7.94 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 59,800 | 284.59 | 1,299 | 258.84 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 47,700 | -73.22 | 1,122 | -71.03 | |||
| 2025-06-23 | NP | BKPIX - 银行超行业深度投资者类别 | 3,461 | -62.58 | 71 | -69.16 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 84,400 | -75.34 | 1,985 | -73.31 | |||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 1,978 | -3.18 | 42 | -12.50 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 23,030 | 0.00 | 542 | 8.20 | ||||
| 2025-05-13 | 13F | 布鲁克林 FI 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 398,548 | 7.55 | 8,134 | -10.91 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 850,277 | 0.00 | 17,354 | -17.16 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 244,610 | 89.40 | 5,510 | 96.33 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 2,637 | -7.64 | 62 | 0.00 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 11,143 | 0.00 | 262 | 8.26 | ||||
| 2025-05-15 | 13F | 极地资本控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 23,221 | 2.48 | 546 | 10.98 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 56,722 | -16.26 | 1,334 | -9.31 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 25,059 | 0.00 | 589 | 8.27 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 30,562 | -1.54 | 655 | -10.88 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 5,957 | 0.00 | 140 | 8.53 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 17,550 | -6.32 | 413 | 1.23 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 1,200 | 28 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 878,732 | 20.82 | 20,725 | 32.07 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 20,095,241 | -4.26 | 472,640 | 3.62 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 309,043 | 7.21 | 7,260 | 16.16 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 739,680 | 2.88 | 17,397 | 11.36 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 575 | 14 | ||||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 12,850 | -1.62 | 262 | -18.38 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 19,100 | -50.42 | 449 | -46.36 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 15,305 | 0.26 | 312 | -17.02 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 16,026 | 1.76 | 380 | 10.17 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 255 | 5 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 山顶国家银行 | 238 | 0.00 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 1,197 | 0.00 | 28 | 7.69 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 1,049,892 | -6.46 | 25 | 0.00 | ||||
| 2025-03-25 | NP | PCGRX - 先锋中型价值基金：A 类 | 826,274 | -1.75 | 20,359 | 1.42 | ||||
| 2025-06-25 | NP | IPAYX - 诚信红利峰会基金I类 | 6,000 | 0.00 | 122 | -17.01 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 69,422 | 13.48 | 1,633 | 22.87 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 220,468 | 6.06 | 5,185 | 14.79 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 117 | -5.65 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 395,991 | 2.49 | 9,314 | 10.94 | ||||
| 2025-03-27 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 245,296 | -29.92 | 6,044 | -27.65 | ||||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 1,458,132 | -3.50 | 31,262 | -12.74 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 395 | 10 | ||||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,930,680 | 20.32 | 45,410 | 30.23 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 44 | 1 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,091,870 | 0.54 | 25,681 | 8.82 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 900 | -26.83 | 21 | -19.23 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 74,677 | 4.37 | 1,756 | 13.00 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 265,041 | -53.12 | 6 | -50.00 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 141,458 | -5.41 | 3,327 | 2.40 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 600 | 14 | ||||||
| 2025-08-28 | NP | KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,643,257 | -21.25 | 85,689 | -14.76 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 13,330 | 0.00 | 286 | -9.81 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 16,778 | 0.00 | 395 | 8.24 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 11,102 | -9.70 | 261 | -2.25 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 10,862 | 255 | ||||||
| 2025-06-27 | NP | PMYRX - 胜利先锋股票溢价收益基金 Y 类 | 70,524 | 1,439 | ||||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 40,000 | 0.00 | 941 | 8.17 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 12,382,982 | -11.16 | 252,737 | -26.41 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 13,233 | 5.73 | 311 | 14.76 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 25,534 | 0.74 | 601 | 9.09 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 6,000 | 0.00 | 141 | 8.46 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 8,809 | 207 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 30,246 | 35.17 | 711 | 46.30 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 114,015 | -3.29 | 2,682 | 4.69 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 28,677 | -0.81 | 674 | 7.32 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 36 | 1 | ||||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 195,455 | -13.11 | 3,989 | -28.02 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 31,400 | 0.00 | 739 | 8.21 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 239,838 | 0.14 | 5,641 | 21.95 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,367 | 0.00 | 32 | 10.34 | ||||
| 2025-08-04 | 13F | 联合银行 | 174,677 | -1.18 | 4 | 33.33 | ||||
| 2025-08-27 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 5,115 | 0.00 | 126 | 3.28 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 7,434 | -8.18 | 159 | -16.75 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 19,080 | 37.71 | 449 | 48.84 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 20,060 | -12.85 | 472 | -5.80 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 21,200 | -31.39 | 499 | -25.78 | |||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,988 | 16.27 | 128 | 4.92 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 121,448 | -26.28 | 2,856 | -20.20 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 195 | 0.00 | 5 | 0.00 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 1,197 | 2.40 | 28 | 12.00 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 15 | 0.00 | 0 | |||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 11,158 | 1.45 | 239 | -8.08 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 5,565,242 | 6.98 | 131 | 15.04 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 139,388 | -56.45 | 3,278 | -52.87 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,407 | 33 | ||||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 85,698 | 0.69 | 1,749 | -16.60 | ||||
| 2025-04-30 | 13F | 韦斯特伯恩投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,708,396 | 7.13 | 40,181 | 15.95 | ||||
| 2025-05-15 | 13F | IHT 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 核心另类资本 | 51 | 0.00 | 1 | 0.00 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 183 | 29.79 | 0 | |||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 41,663 | 980 | ||||||
| 2025-04-14 | 13F | 韦蒙特私人资本 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 115,750 | 0.00 | 2,722 | 8.23 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 28,768,453 | 0.39 | 676,634 | 8.66 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 5,334 | -7.80 | 125 | 0.00 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 42,496 | -1.79 | 1,000 | 6.28 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 15,676 | -4.97 | 369 | 2.79 | ||||
| 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 | 1,313,894 | 9.24 | 28,170 | -1.22 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -226,503 | 281.83 | -5,327 | 313.27 | |||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 31,028 | 0.00 | 633 | -17.15 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 82,030 | -0.75 | 1,759 | -10.26 | ||||
| 2025-05-12 | 13F | 资金存管及寄售 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 20,767 | 1.00 | 488 | 9.42 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,673,382 | 8.34 | 39,358 | 17.26 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 191,731 | 6.35 | 4,510 | 15.11 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 173,410 | 29.12 | 4,079 | 39.75 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 78 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 1,186 | 0.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 4,777 | -7.71 | 112 | 0.00 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 1,330 | 0.00 | 0 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 299,584 | -2.77 | 6,115 | -19.46 | ||||
| 2025-04-21 | 13F | 史泰布尔福德资本II有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 37,741 | -5.65 | 888 | 2.07 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 3,081 | 0.00 | 72 | 9.09 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 161,554 | 3.31 | 3,800 | 11.80 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 975 | 0.00 | 23 | 4.76 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 1,572 | 20.92 | 37 | 28.57 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 4,309 | -8.42 | 101 | -0.98 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 37,049 | -7.56 | 871 | 0.11 | ||||
| 2025-08-27 | NP | OASVX - 最佳中小盘价值基金 A 类 | 72,400 | -46.57 | 1,703 | -42.19 | ||||
| 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 | 111,535 | 7.59 | 2,391 | -2.73 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 2,237 | -1.37 | 53 | 6.12 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 12,398 | -3.65 | 292 | 4.30 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 68,645 | 16.42 | 1,615 | 26.00 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 538,763 | -50.74 | 12,672 | -46.69 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 1,883 | 0.00 | 44 | 10.00 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 67,317 | -3.40 | 1,583 | 4.56 | ||||
| 2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 846 | -53.72 | 17 | -62.22 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 1,495 | 31 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 242,570 | 13.93 | 4,951 | -5.64 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 169,429 | -8.25 | 3,985 | -0.70 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 210,204 | 101.45 | 4,944 | 118.04 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 100 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 460,828 | 1.29 | 9,880 | -8.40 | ||||
| 2025-04-30 | 13F | 拉米亚投资集团 | 20,696 | -47.68 | 450 | -41.38 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 1,000 | 0.00 | 24 | 9.52 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 44,418 | 8.10 | 1,045 | 17.04 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 74,385 | -1.22 | 1,750 | 6.91 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 9,004,079 | -4.04 | 211,776 | 3.86 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 29,545 | -24.39 | 695 | -18.26 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 13,077 | -4.49 | 331 | 18.64 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 6,924,264 | -3.35 | 162,858 | 4.61 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 18 | 20.00 | 0 | |||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,733 | 0.00 | 280 | -17.16 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋中盘价值 VCT 投资组合 I 类 | 121,647 | -0.69 | 2,861 | 7.52 | ||||
| 2025-05-15 | 13F | 顾问资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 22,937 | 130.92 | 539 | 150.70 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,985 | 5.81 | 47 | 15.00 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 206,400 | -3.37 | 4,855 | 4.59 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 130,750 | 2.19 | 3,075 | 10.61 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 569,694 | 14.61 | 13,399 | 24.05 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 263,612 | 8.05 | 6,538 | 23.32 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 135,227 | 0.15 | 3,181 | 8.38 | ||||
| 2025-08-26 | NP | JMVSX - 摩根大通中型价值基金 I 类 | 3,825,836 | -36.86 | 89,984 | -31.66 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 247,433 | 8.48 | 5,050 | -10.14 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 15,000 | 0.00 | 353 | 8.31 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 254,392 | -3.86 | 5,983 | 4.07 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 734,335 | 0.84 | 17,272 | 9.15 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 88,881 | 0.00 | 2,090 | 8.23 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 196 | 5 | ||||||
| 2025-08-28 | NP | SIOAX - SIMT 多资产收益基金 F 级 | 49,458 | 0.00 | 1,163 | 8.29 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 14,283 | -0.70 | 336 | 7.37 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 12,190 | 17.46 | 0 | |||||
| 2025-05-14 | 13F | 卡尔森资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 25,000 | 0.00 | 588 | 8.29 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 28,018 | -2.05 | 659 | -1.93 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 343,480 | -63.80 | 8,079 | -60.82 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 419,311 | 4.90 | 9,913 | 15.23 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 32,202 | 18.90 | 757 | 28.74 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 249,640 | -1.42 | 5,872 | 6.71 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 12,898 | 318 | ||||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 3,369 | 0.00 | 79 | 8.22 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 3,081 | 0.00 | 63 | -17.33 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 85,809,839 | -1.04 | 2,018,247 | 7.11 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 151,100 | 34.79 | 3,554 | 45.91 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 9,447 | 0.00 | 222 | 8.29 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 560,490 | 16.66 | 13,183 | 26.28 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 492,800 | 71.77 | 11,591 | 85.92 | |||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 6,456 | 2.66 | 152 | 11.03 | ||||
| 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 | 23,605,643 | -10.47 | 555,205 | -3.10 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 145,915 | -6.82 | 3 | 0.00 | ||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 474,692 | -0.33 | 9,688 | -17.44 | ||||
| 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 | 49,394 | -2.08 | 1,162 | 5.93 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 109,760 | 0.63 | 3 | 0.00 | ||||
| 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 | 19,199 | 12.46 | 412 | 1.73 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 570,031 | 7.36 | 13,407 | 16.21 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 22,407 | 8.85 | 457 | -9.86 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 17,815 | 32.64 | 419 | 33.02 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 2,336,104 | -0.15 | 55 | 8.00 | ||||
| 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 | 4,486 | 0.00 | 92 | -17.27 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 32,800 | -7.08 | 771 | 0.52 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 4,448 | 0.00 | 105 | 8.33 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 315,402 | 3.75 | 7,768 | 34.70 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 20,041 | 1.29 | 471 | 9.79 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 605 | 14 | ||||||
| 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 | 1,540,877 | 0.00 | 31,449 | -17.17 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 3,156 | 74 | ||||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 8,504 | -0.65 | 182 | -9.90 | ||||
| 2025-06-27 | NP | PEY - 景顺高收益股票股息实现者 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 914,478 | 16.79 | 18,664 | -3.26 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 1,066 | 0.00 | 25 | 8.70 | ||||
| 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 | 193,224 | 12.15 | 3,944 | -7.11 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 2,457 | -13.73 | 58 | -6.56 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 105,400 | 59.46 | 2 | 100.00 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 212,300 | 10.57 | 5 | 0.00 | |||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 3,081 | -7.51 | 72 | 0.00 | ||||
| 2025-08-14 | 13F | 迪恩资本管理公司 | 79,046 | 5.65 | 1,859 | 14.40 | ||||
| 2025-08-07 | 13F | 辛辛那提专业保险商保险公司 | 88,733 | 0.00 | 2,087 | 8.25 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 4,974 | -39.81 | 0 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 115,933 | -25.26 | 2,727 | -19.11 | ||||
| 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 | 909,126 | 2.65 | 19,492 | -7.18 | ||||
| 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 | 272,474 | 0.38 | 5,561 | -16.85 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 22,281 | -4.39 | 524 | 3.56 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 879 | -7.57 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 87,087 | 25.73 | 2,048 | 36.08 | ||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 1,053 | -22.06 | 25 | -17.24 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 2,566 | 0.00 | 60 | 9.09 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index 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 | 50,478 | -2.49 | 1,187 | 5.60 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 506 | 0.00 | 12 | 10.00 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 26,310 | -4.19 | 537 | -20.71 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 818,953 | 19.79 | 19,262 | 29.65 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,502,524 | -17.49 | 59 | -10.77 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 50,279 | 7.71 | 1,183 | 16.67 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 21,638 | 509 | ||||||
| 2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,897 | -70.86 | 39 | -72.26 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 36,027 | 3.29 | 847 | 11.89 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 5,042 | -1.81 | 119 | 6.31 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 14,943 | -14.69 | 305 | -29.47 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 62,394 | -18.13 | 1,273 | -32.18 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 85,437 | -2.49 | 1,832 | -11.84 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 71,717 | 0.72 | 1,687 | 8.99 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 9,435 | 0.00 | 222 | 7.80 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 507,300 | 0.00 | 11,932 | 8.24 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 3,783 | -5.83 | 89 | 1.15 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 86,867 | -8.07 | 2,043 | -0.49 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 757 | 12.15 | 16 | 0.00 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,700 | 68.75 | 58 | 54.05 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 863,394 | -14.75 | 17,622 | -29.39 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 16,641 | 391 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 29,306 | 19.89 | 689 | 29.76 | ||||
| 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 | 1,683,331 | 0.74 | 36,091 | -8.91 | ||||
| 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 | 205,276 | -1.50 | 4,828 | 6.63 | ||||
| 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 | 985,716 | 2.75 | 23,184 | 11.22 | ||||
| 2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 11,553 | 0.00 | 285 | 3.27 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 3,375,627 | 5.09 | 79,395 | 13.74 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 674 | -44.93 | 16 | -42.31 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 29,615 | 0.00 | 697 | 8.24 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 24,310 | 0.00 | 496 | -17.06 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 548,823 | -0.07 | 12,908 | 8.16 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 31,000 | 0.00 | 729 | 8.32 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 8,357 | -21.25 | 197 | -14.78 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 646,311 | -35.81 | 15,208 | -30.48 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 10,212 | -4.89 | 240 | 3.00 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 61 | 1 | ||||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 1,300 | 0 | ||||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 985 | 0.00 | 21 | -8.70 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 197,485 | -0.68 | 4,234 | -10.18 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 13,296 | 0.00 | 313 | 8.33 | ||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 296,962 | -2.42 | 6,985 | 5.63 | ||||
| 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 | 608,502 | -0.27 | 14,312 | 7.94 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 20,469 | -7.39 | 481 | 0.21 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 66,002 | 0.26 | 1,552 | 8.53 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 230 | 0.00 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 35,089 | 9.41 | 825 | 18.53 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 150,294 | -2.98 | 3,535 | 4.99 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 25,526 | 0.28 | 600 | 8.50 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 25,515,694 | 1.02 | 600,129 | 9.34 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 47,214 | -9.84 | 1,110 | -2.37 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,663 | 0.00 | 54 | -16.92 | ||||
| 2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 48,400 | -1.43 | 988 | -18.36 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 16,004 | 0.00 | 376 | 8.36 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 8,485 | -4.19 | 200 | 3.65 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 74 | -84.96 | 2 | -88.89 | ||||
| 2025-06-26 | NP | ELCV-Eventide 高股息 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 149,941 | -1.19 | 3,527 | 6.95 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 2,488,495 | -5.11 | 58,529 | 2.71 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 8,312 | 0.00 | 195 | 8.33 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 24,800 | -2.36 | 583 | 5.81 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 21,705 | 18.74 | 479 | 10.14 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 45,240 | -19.78 | 1,064 | -13.14 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 58,641 | 0.26 | 1,197 | -17.00 | ||||
| 2025-05-14 | 13F | Orion 投资组合解决方案有限责任公司 | 22,419 | 0.00 | 527 | 0.00 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 2,938 | -3.23 | 69 | 6.15 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 25,000 | 0.00 | 588 | 8.29 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,789 | 0.73 | 42 | 10.53 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 359,848 | -48.83 | 8,464 | -44.62 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 96,504 | -0.15 | 2,294 | 7.96 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,064 | 2,433.33 | 25 | |||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 58,639 | 0.62 | 1,379 | 18.27 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 210,008 | 0.06 | 4,503 | -9.53 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 6,584 | 11.54 | 0 | |||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 235 | 23,400.00 | 6 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,851 | 14.78 | 91 | 25.00 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 9,956 | 0.00 | 203 | -17.14 | ||||
| 2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 442 | 10 | ||||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 312,670 | 6.19 | 7,354 | 14.93 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 34,442 | 14.84 | 810 | 24.42 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 19,706 | 49.03 | 467 | 60.69 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 13,591 | 320 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 1,681,337 | 0.61 | 39,545 | 8.89 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 551,676 | -0.48 | 12,975 | 7.71 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 3,651 | 0.88 | 86 | 8.97 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 137,556 | 1.77 | 3,235 | 11.74 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 550,341 | 39.57 | 12,878 | 51.91 | ||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 540,397 | -9.12 | 11,030 | -24.72 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value 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 | 13,988 | -5.22 | 285 | -21.49 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 124 | 0.00 | 3 | 0.00 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 33 | 65.00 | 1 | |||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 75,524 | 0.18 | 1,795 | 9.58 | ||||
| 2025-07-30 | NP | ARDGX - Archer 股息增长基金 | 31,600 | 0.00 | 678 | -9.61 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,379 | 8.75 | 32 | 18.52 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 4,596,096 | 0.00 | 108,100 | -89.18 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 9,352 | 0.00 | 220 | 7.88 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 91,000 | 955.56 | 1,977 | 883.58 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 80,305 | 1,889 | ||||||
| 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 | 25,967,822 | 7.78 | 556,750 | -2.54 | ||||
| 2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 4,636 | -16.20 | 109 | -9.17 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 249 | -0.40 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 161,162 | 3.17 | 3,791 | 11.67 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 32,785 | 15.80 | 814 | 32.36 | ||||
| 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 | 875,683 | -3.85 | 20,596 | 4.07 | ||||
| 2025-06-05 | NP | GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票 | 323,123 | 0.00 | 6,595 | -17.17 | ||||
| 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 | 30,102 | -5.18 | 708 | 2.61 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 30,000 | 0.00 | 706 | 8.29 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 8,800 | -10.20 | 207 | -2.83 | |||
| 2025-05-15 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 10,400 | 8.33 | 245 | 17.31 | |||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 2,832 | 4.89 | 62 | -3.17 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 146 | -94.53 | 3 | -94.74 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 103,756 | 49.46 | 2,440 | 61.80 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 268 | 6 | ||||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 27,507 | 1.13 | 647 | 9.31 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 14,450 | 0.00 | 340 | 8.31 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 538 | -29.12 | 13 | -25.00 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 8,925 | -80.88 | 210 | -79.39 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 150,415 | 157.78 | 3,538 | 179.16 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 204,439 | 2.55 | 4,808 | 10.99 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,113,628 | 1.30 | 26,193 | 9.64 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 28,414 | -6.01 | 668 | 1.83 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 62,316 | 1,466 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 43,581 | 146.01 | 1,025 | 166.93 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 11,125 | -78.68 | 0 | -100.00 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 45 | 0.00 | 1 | |||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 97,094 | 1,982 | ||||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 102,835 | 0.35 | 2,419 | 8.63 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 5,500 | 0.00 | 0 | |||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 182,997 | -2.03 | 3,735 | -18.86 | ||||
| 2025-07-29 | NP | PGSYX - 胜利先锋全球股票基金Y类 | 334,267 | 25.58 | 7,167 | 13.57 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 72,356 | -2.27 | 1,702 | 5.78 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,805 | 2.49 | 596 | -7.31 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 153,858 | 0.00 | 3,140 | -17.17 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 14,803 | -1.67 | 348 | 6.42 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 17,446 | -15.48 | 356 | -29.92 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 8,878 | 209 | ||||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 49,142 | 0.00 | 1,156 | 8.25 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-11 | 13F | LSV资产管理 | 9,274,170 | -3.15 | 218 | 4.81 | ||||
| 2025-08-12 | 13F | NFC 投资有限责任公司 | 19,235 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 12,670 | -5.72 | 0 | |||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 24,320 | 68.28 | 572 | 82.17 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 149,142 | -0.80 | 3,508 | 7.35 | ||||
| 2025-03-28 | NP | WLDR - Affinity World Leaders 股票 ETF | 16,672 | -6.74 | 411 | -3.76 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 10,994 | 43.24 | 259 | 43.33 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,963 | -6.50 | 70 | 1.47 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 45,602 | -14.35 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 1,059,808 | 24,927 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 1,234 | 0.00 | 29 | 11.54 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 91,255 | 10.23 | 2,146 | 19.29 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 119,718 | 0.00 | 2,816 | 8.23 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 51,295 | -15.41 | 1,100 | -23.52 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 602,613 | 14,173 | ||||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 18,500 | 0.00 | 435 | 8.21 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 21,123 | 48.04 | 497 | 60.00 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 1,830 | 0.00 | 43 | 10.26 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,923 | 216 | ||||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 23,971 | -0.52 | 570 | 7.56 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 68,331 | 19.03 | 1,607 | 28.87 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 3,502 | 10.86 | 71 | -7.79 | ||||
| 2025-04-15 | 13F | 萨尼贝尔 Captiva 信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 18,531 | -4.58 | 436 | 3.08 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 830 | 21 | ||||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 29,974 | -10.07 | 643 | -18.73 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 27,161 | -1.26 | 554 | -18.17 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 裸金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 313,182 | -49.13 | 7,717 | -47.50 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 138,850 | 3.40 | 3,266 | 11.89 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 48,429 | 13.35 | 1,038 | 2.47 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 3,434 | 0.00 | 82 | 8.00 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 185,239 | 0.00 | 3,781 | -17.18 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 76,414 | -1.42 | 1,797 | 6.71 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 2,562 | -7.48 | 60 | 0.00 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 13,349 | 314 | ||||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 58,920 | -0.31 | 1,386 | 7.87 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 9,078 | -2.28 | 0 | |||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 25,747 | 1.59 | 606 | 10.00 | ||||
| 2025-06-30 | NP | PWS - Pacer WealthShield ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 308 | -21.43 | 7 | -12.50 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 108,966 | -5.26 | 2,561 | 3.94 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 40,303 | 1.22 | 948 | 9.48 | ||||
| 2025-08-14 | 13F | 南岸银行 | 77,917 | 0.04 | 1,833 | 8.27 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 15,407 | 0.00 | 362 | 8.38 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 31,847 | -9.43 | 749 | -1.96 | ||||
| 2025-06-27 | NP | PCGRX - 胜利先锋中型股价值基金A类 | 822,404 | 16,785 | ||||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 49,906 | -0.33 | 1,174 | 7.81 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 107,895,371 | -2.24 | 2,537,699 | 5.81 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 30,467 | 42.64 | 717 | 54.31 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 591 | -46.56 | 14 | -45.83 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 17,641 | -24.59 | 415 | -18.50 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 35,475 | -2.81 | 834 | 5.17 | ||||
| 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 | 46,610 | -1.27 | 1,096 | 6.93 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 1,190 | -1.33 | 26 | -10.71 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 93,076 | -5.43 | 2,189 | 2.39 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 42,606 | -1.20 | 1,002 | 6.94 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 232 | 5 | ||||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 342 | 36.80 | 8 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 23,703 | 0.00 | 557 | 8.16 | ||||
| 2025-03-31 | NP | FSUMX - 富达系列可持续美国市场基金 | 112 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 6,232 | -9.92 | 147 | -2.67 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 78,938 | -5.86 | 1,857 | 1.87 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 41,000 | 0.00 | 964 | 8.31 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 11,909 | -7.78 | 280 | 0.00 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,311 | 9.25 | 823 | -9.57 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 6,699 | 0.00 | 158 | 8.28 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 249 | 6 | ||||||
| 2025-08-08 | 13F | M&G 有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132,178 | 24.09 | 2,834 | 12.20 | ||||
| 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 | 28,668 | -34.43 | 674 | -29.05 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 20,364 | -1.91 | 479 | 5.99 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 109,664 | 12.07 | 2,702 | 15.72 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 706 | -5.87 | 14 | -22.22 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,699 | 53.31 | 401 | 38.41 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 107,600 | 36.72 | 2,531 | 47.95 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 137,600 | 4.01 | 3,236 | 12.60 | |||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 488,815 | 7.80 | 10,480 | -2.52 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 100,834 | -49.04 | 2,372 | -44.85 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 547,331 | -1.52 | 12,873 | 6.59 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 437,905 | -4.26 | 10,300 | 3.62 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 600,658 | 4.21 | 12,259 | -13.68 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 30,707 | 61.77 | 722 | 75.24 | ||||
| 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 | 38,162 | 0.00 | 898 | 8.20 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,582 | 153.68 | 78 | 133.33 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 836 | -8.03 | 20 | 0.00 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 60,600 | 2.19 | 1,415 | 11.42 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 7,682 | -9.62 | 181 | -2.17 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 87,300 | 5.18 | 2,038 | 14.69 | |||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,438,688 | 1.46 | 33,838 | 9.81 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 68,562 | -0.81 | 1,613 | 7.32 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 11,249 | -17.47 | 265 | -10.81 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 36,930 | -8.72 | 869 | -1.25 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 207,924 | 0.00 | 4,890 | 8.23 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 46,997 | -2.23 | 1,105 | 5.84 | ||||
| 2025-08-13 | 13F/A | StoneX集团公司 | 12,648 | 247 | ||||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 30,665 | 227.20 | 721 | 255.17 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 4,652 | 78.99 | 109 | 94.64 | ||||
| 2025-05-16 | 13F | 动态技术实验室私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 65,462 | 23.86 | 1,336 | 2.61 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 214,982 | -0.38 | 5,056 | 7.81 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 101,815 | 7.18 | 2,395 | 15.99 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 74,278 | -2.37 | 1,593 | -11.70 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 350 | 0.00 | 8 | 14.29 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 309,291 | 0.07 | 7,275 | 8.31 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,788 | 10.44 | 42 | 20.00 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 3,349 | 80.64 | 79 | 95.00 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 3,853,417 | -61.51 | 91,425 | -53.99 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 117,611 | -1.89 | 2,766 | 6.22 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 222,603 | -41.23 | 5,236 | -36.39 | ||||
| 2025-05-13 | 13F | 马克·谢普托夫财务规划有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | CWM有限公司 | 43,760 | 12.74 | 1 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 800,079 | -78.46 | 18,818 | -76.68 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 18,914 | 1.13 | 445 | 9.36 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 28,500 | -73.31 | 670 | -71.12 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 43,000 | -70.16 | 1,011 | -67.71 | |||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 92,700 | -0.54 | 1,892 | -17.60 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 133,000 | 3,128 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 16,164 | 6.80 | 380 | 15.85 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 96,306 | 0.00 | 1,966 | -17.16 | ||||
| 2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 12,799 | 315 | ||||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 26,877 | -6.44 | 549 | -22.49 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 160,656 | 157.66 | 3,751 | 180.97 | ||||
| 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 | 225,025 | 0.00 | 4,593 | -17.17 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 21,857 | 100.82 | 514 | 117.80 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 13,972 | 2.04 | 329 | 10.44 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 12,022 | -7.20 | 245 | -23.20 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 27,113 | 28.35 | 638 | 38.78 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 277,006 | 0.45 | 6 | 20.00 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 13,243 | 0.02 | 311 | 8.36 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁银行 | 1,970 | -10.54 | 46 | -2.13 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 11,116 | 1.05 | 261 | 9.21 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 13,882 | 33.46 | 283 | 10.55 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 17,667 | 213.80 | 379 | 147.06 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 57,096 | 0.00 | 1,224 | -9.53 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 21,758 | -38.26 | 512 | -33.20 | ||||
| 2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 13,844 | 17.96 | 283 | -2.42 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 428 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 252,152 | 221.45 | 6,214 | 269.88 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 4,323 | 3.05 | 93 | -7.07 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 13,860 | -3.66 | 301 | -10.95 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 299,885 | -0.31 | 7,053 | 7.91 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 33,338 | 0.00 | 784 | 8.29 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 403,220 | 1.88 | 9,484 | 10.27 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 55,579 | -1.65 | 1,192 | -11.05 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 701 | 7.68 | 15 | 0.00 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 11,713 | -34.43 | 275 | -29.12 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 208 | -21.51 | 5 | -20.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 4,661,554 | 11.83 | 109,640 | 21.04 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 1,932 | -6.08 | 41 | -14.58 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 100,000 | 0.00 | 2,352 | 8.24 | |||
| 2025-04-22 | 13F | 哈特兰银行信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 201,000 | -31.19 | 4,728 | -25.52 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 121,300 | -12.98 | 2,853 | -5.84 | |||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 1,143 | 23 | ||||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 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 | 33 | -2.94 | 1 | |||||
| 2025-04-24 | NP | UGIEX - 全球股票收益基金份额 | 17,458 | 0.00 | 414 | -13.05 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 6,072 | 9.48 | 143 | 18.33 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 0 | 0 | ||||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 15,400 | 0.00 | 362 | 8.38 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 39,976 | 7.32 | 940 | 16.19 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 77,706 | -9.48 | 1,828 | -2.04 | ||||
| 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 | 4,374 | -8.61 | 103 | -0.97 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 106,556 | 0.00 | 2,506 | 8.25 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 3,590 | 1.18 | 84 | 9.09 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 186,007 | 3,796 | ||||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 19,842,228 | 1.75 | 466,689 | 10.13 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 红树林合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 15,162 | -16.13 | 357 | -9.18 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 166,624 | -67.83 | 3,919 | -65.19 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 19,003 | -54.58 | 447 | -50.94 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 31,148 | 5.75 | 733 | 14.38 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 2,411 | 0 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | RYZAX - S&P 500 纯价值基金 H 类 | 1,493 | -63.58 | 35 | -60.67 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 84,203 | -0.17 | 1,980 | 8.08 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 617,303 | 14,519 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 507,151 | 19.01 | 11,928 | 28.83 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 52,267 | -0.50 | 1,229 | 7.71 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,640 | -32.90 | 39 | -28.30 | ||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 705,810 | 6.39 | 16,601 | 15.15 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 9,337 | -2.32 | 220 | 5.80 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 18,372 | 12.29 | 432 | 21.69 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 162,162 | 0.00 | 3,814 | 8.26 | ||||
| 2025-06-17 | NP | 商业基金 - 中型价值基金股票 | 20,500 | 418 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 184,451 | 8.08 | 4,338 | 16.99 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 392,895 | 20.76 | 8,424 | 9.19 | ||||
| 2025-05-15 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | FT Vest 股息上涨总回报基金 | 12,406 | -71.74 | 270 | -73.93 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 77 | -22.22 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 26,766 | -5.20 | 630 | 2.61 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 646,092 | 13.81 | 15,196 | 23.18 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 8,728 | -9.11 | 205 | -1.44 | ||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue 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 | 555,848 | 21.37 | 11,917 | 9.75 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 20,124 | -9.24 | 473 | -1.66 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 261,856 | -7.50 | 6,159 | 0.11 | ||||
| 2025-08-04 | 13F | 拉斯罗普投资管理公司 | 13,868 | 0.00 | 0 | |||||
| 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 | 224,390 | 1.45 | 4,580 | -15.98 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 | 207,112 | 7.38 | 4,871 | 16.23 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 18,422 | 0.07 | 0 | |||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 3,090 | 73 | ||||||
| 2025-06-23 | NP | VLUE - iShares Edge MSCI 美国价值因子 ETF | 479,156 | -6.34 | 9,780 | -22.43 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 229,042 | -2.98 | 5,387 | 5.01 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 1,169 | -6.70 | 28 | 0.00 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 银色信托公司 | 209,568 | 2.99 | 4,929 | 11.49 | ||||
| 2025-05-13 | 13F | 克利尔街市场有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 60 | 1 | ||||||
| 2025-08-21 | NP | TIBAX - Thornburg Investment Income Builder 基金 - A 类 | 4,391,438 | 0.00 | 103,287 | 8.24 | ||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 375 | 28.42 | 8 | 33.33 | ||||
| 2025-07-02 | 13F | 海伦·斯蒂芬斯集团有限责任公司 | 17,137 | 1.17 | 403 | 9.51 | ||||
| 2025-05-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 2,483 | -70.28 | 54 | -72.96 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 84,670 | -40.92 | 1,991 | -36.06 | ||||
| 2025-08-26 | NP | WFMDX - 富国银行特殊中型价值基金管理员班 | 6,851,250 | 2.05 | 161,141 | 10.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 7,341 | 0.00 | 173 | 8.18 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 12,536 | -5.50 | 313 | 15.99 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 52,884 | 5.78 | 1,244 | 14.46 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 100,005 | -2.33 | 2,352 | 5.76 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 20,155 | -0.55 | 0 | |||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 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 | 270,858 | 4.67 | 5,528 | -13.30 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 5,514,909 | -8.48 | 129,711 | -0.94 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 20,831 | 513 | ||||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 2,688 | 0.00 | 63 | 8.62 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 192,369 | 0.00 | 4,525 | 8.23 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 290 | -26.40 | 7 | -25.00 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 4 | 0 | ||||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 5,240 | 0.00 | 112 | -9.68 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 241,994 | -25.17 | 5,696 | -19.02 | ||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 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 | 11,103,832 | 1.44 | 261,162 | 9.79 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 10,641,923 | -3.80 | 250,298 | 4.13 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 20,397 | 0.00 | 480 | 8.13 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 46,932 | -2.91 | 1,104 | 5.05 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 699,783 | 1.04 | 16,459 | 9.36 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 53,289 | 0.00 | 1,143 | -9.58 | ||||
| 2025-08-14 | 13F | 达格科公司 | 53 | 0.00 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 61,387 | 34.72 | 1 | |||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 23,424 | 18.81 | 551 | 28.50 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择中盘价值基金 3 级 | 212,767 | 0.00 | 5,004 | 8.24 | ||||
| 2025-08-26 | NP | ACSI - 美国客户满意度 ETF | 140,798 | -8.38 | 3,312 | -0.84 | ||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 2,981 | 2.33 | 70 | 11.11 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 13,628 | 321 | ||||||
| 2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 15,255 | 15.57 | 359 | 25.17 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | FTXO - 第一信托纳斯达克银行 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 | 320,511 | -5.47 | 7,538 | 2.32 | ||||
| 2025-07-28 | NP | UYG - ProShares Ultra 金融 | 77,758 | -3.14 | 1,667 | -12.40 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 939,521 | -35.67 | 22 | -29.03 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8,154 | -23.85 | 197 | -15.09 | ||||
| 2025-08-28 | NP | KBE - SPDR(R) 标准普尔银行 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 | 685,673 | -29.28 | 16,127 | -23.45 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 11,363 | 267 | ||||||
| 2025-05-21 | 13F | 阿卡迪亚资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 13,046 | 29.00 | 307 | 39.73 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票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 | 88,141 | 8.10 | 1,890 | -2.28 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 72,356 | -2.27 | 1,702 | 5.78 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 8,972,531 | 3.76 | 216,866 | 16.27 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 15,956 | 0.00 | 375 | 8.38 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 15 | 0.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 45,688 | -7.10 | 1,075 | 0.56 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 192,892 | -86.27 | 4,537 | -85.15 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 149,955 | -6.75 | 3,527 | 0.92 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, 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 | 3,995 | 28.50 | 82 | 6.58 | ||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 10,600 | 0.00 | 216 | -17.24 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 11,880 | 0.00 | 279 | 8.14 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 9,382 | -29.65 | 221 | -23.88 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,861 | 44 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 3,033 | 23.24 | 71 | 33.96 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 26,825 | 63.95 | 631 | 77.46 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 11,700 | 9.68 | 275 | 19.05 | ||||
| 2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 1,279 | -17.64 | 30 | -9.09 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 29,087 | -12.63 | 684 | -5.39 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 64,510 | 0.00 | 1,517 | 8.28 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 43,031 | -6.20 | 1,012 | 1.61 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 972 | 0.00 | 23 | 4.76 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 298,860 | -18.28 | 7,029 | -11.55 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 168,428 | 7.50 | 3,961 | 16.36 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 32,574 | 0.00 | 766 | 8.35 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 513,447 | -19.48 | 12,076 | -12.85 | ||||
| 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 | 42,012 | -13.58 | 857 | -28.40 | ||||
| 2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 2,918 | 170.19 | 72 | 184.00 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 443,439 | 7.33 | 10,430 | 16.16 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 10,114 | 2,252.09 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 15,756 | 0.00 | 371 | 8.19 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 11,466 | 0.00 | 270 | 8.03 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,763 | -12.11 | 41 | -4.65 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 68,230 | -5.82 | 1,463 | -14.85 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 20,145 | 5.06 | 474 | 13.70 | ||||
| 2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 9,662 | -16.81 | 197 | -31.12 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 520 | 0.00 | 12 | 9.09 | ||||
| 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 | 1,577,624 | -32.05 | 32,199 | -43.72 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 18,562 | 0.00 | 437 | 8.19 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 25,829 | 0.00 | 554 | -9.64 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 12,839 | 13.79 | 302 | 22.86 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 410,775 | 10.35 | 8,384 | -8.59 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 283,793 | -5.35 | 6,675 | 2.44 | ||||
| 2025-05-23 | NP | FOVL - iShares 聚焦价值因子 ETF | 25,760 | 0.11 | 560 | -7.60 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 26,989 | -33.57 | 635 | -28.12 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 59,054 | -16.19 | 1,389 | -9.34 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 175,133 | 13.62 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 123,600 | 21.65 | 2,907 | 31.72 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 5,450,832 | -22.16 | 128,204 | -15.75 | ||||
| 2025-04-30 | 13F | 主街研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 德肖公司 | 2,078,861 | 466.02 | 48,895 | 512.71 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 21,653 | 44.43 | 509 | 56.62 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 146 | 165.45 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 200,000 | 0.00 | 4,704 | 8.24 | |||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 8,485 | -4.19 | 200 | 3.65 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 125,383 | 6.10 | 2,949 | 14.84 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 10,250 | 0.00 | 241 | 8.56 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 114,357 | -0.86 | 2,690 | 7.30 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 72 | 0.00 | 2 | 0.00 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 38,773 | 1.61 | 791 | -15.85 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 23,037 | 0.00 | 542 | 8.20 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 453 | -9.04 | 11 | 0.00 | ||||
| 2025-06-25 | NP | SDVD - FT Vest SMID 股息上涨目标收入 ETF | 42,972 | -68.74 | 877 | -74.11 | ||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 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 | 2,417,731 | -1.23 | 51,836 | -10.69 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 90 | 1,700.00 | 2 | |||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 706 | -5.49 | 17 | 0.00 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 47,025 | -0.46 | 1,008 | -10.00 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 9,464 | 3.84 | 223 | 12.12 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 32,500 | -61.58 | 764 | -58.43 | |||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 138,113 | -10.83 | 3,248 | -3.48 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 2,600 | -73.47 | 61 | -71.23 | |||
| 2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 445,665 | -68.20 | 9,096 | -73.66 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 5,385 | 10.64 | 110 | -8.40 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 103,095 | -2.48 | 2,425 | 5.53 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 12,791 | -0.54 | 0 | |||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 386 | 0.52 | 14 | 85.71 | |||
| 2025-08-18 | 13F/A | 野村控股公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 955,381 | -2.78 | 22,470 | 5.23 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 119,937 | 0.00 | 2,821 | 8.21 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 663,178 | 22.01 | 13,535 | 1.07 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 718,703 | 0.60 | 16,904 | 8.88 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 38,535 | 906 | ||||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 16,891 | -18.33 | 397 | -11.58 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 42,117 | -6.98 | 991 | 0.71 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 28,064 | -7.90 | 660 | -0.30 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,467,706 | 0.74 | 245,868 | -8.90 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 55,271 | 2.23 | 1,300 | 10.65 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 65,000 | 1,529 |
