机构投资人持股和股东
Rithm Capital Corp. (MX:RITM) 有 793 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 297,922,491 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, NAESX - Vanguard Small-Cap Index Fund Investor Shares, State Street Corp, Kingstone Capital Partners Texas, LLC, Bank Of America Corp /de/, Geode Capital Management, Llc, VISVX - Vanguard Small-Cap Value Index Fund Investor Shares, and VEXMX - Vanguard Extended Market Index Fund Investor Shares .
Rithm Capital Corp. (BMV:RITM)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
更新频率：每日
13F和NPORT备案
.Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 902 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 4,500 | 0.00 | 51 | -1.96 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 596,476 | 575.04 | 6,734 | 566.07 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 11,375 | 4.24 | 128 | 3.23 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 50,595 | 3.37 | 571 | 1.96 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 355,364 | 4.70 | 4,012 | 3.24 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 563,052 | -1.51 | 6,357 | -2.89 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 105 | 0.00 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | 提升资本顾问有限责任公司 | 10,720 | 121 | ||||||
| 2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 596,651 | 402.95 | 6,736 | 396.02 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 16,807 | -0.61 | 190 | -2.07 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 134,403 | 166.35 | 1,517 | 162.91 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 254,973 | -1.17 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 1,990,026 | 3.08 | 22 | 0.00 | ||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 6,400 | 0.00 | 72 | -1.37 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 11,861 | 0.00 | 134 | -1.48 | ||||
| 2025-08-11 | 13F | EMC资本管理公司 | 14,715 | -58.40 | 0 | |||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 18,626 | 9.12 | 208 | 0.00 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 105,962 | -13.74 | 1,196 | -14.94 | ||||
| 2025-05-29 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 199,635 | -65.41 | 2,286 | -63.44 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 112,489 | -6.89 | 1,270 | -8.17 | ||||
| 2025-08-14 | 13F | 萨巴资本管理有限公司 | 40,000 | 452 | ||||||
| 2025-08-14 | 13F | 萨巴资本管理有限公司 | Put | 500,000 | 5,645 | |||||
| 2025-06-27 | NP | Angel Oak 财务策略收入定期信托 | 25,000 | 0.00 | 280 | -2.79 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 6,275 | 9.05 | 71 | 7.69 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 13,946 | -59.14 | 157 | -57.45 | ||||
| 2025-08-15 | 13F/A | 北方右翼资本管理有限公司 | 1,270,496 | -40.08 | 14,344 | -40.92 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 1,174 | 13 | ||||||
| 2025-08-20 | NP | RINC - AXS 房地产收入 ETF | 132,183 | -7.58 | 1,492 | -8.86 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 670 | 0.00 | 8 | 0.00 | ||||
| 2025-07-25 | NP | SCHA - 嘉信美国小型股 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 | 2,469,697 | -1.44 | 27,537 | -9.55 | ||||
| 2025-08-20 | NP | LSPAX - LoCorr Spectrum 收益基金 A 类 | 80,427 | 0.00 | 908 | -1.30 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 162,545 | -4.82 | 1,835 | -6.14 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 49,390 | 32.32 | 561 | 30.16 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 224,156 | 0.00 | 2,506 | -2.87 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 11,725 | 8.77 | 134 | 15.52 | ||||
| 2025-07-28 | 13F | 美利亚财富有限责任公司 | 233,784 | 3.31 | 2,639 | 1.85 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 33,568 | 0.98 | 378 | -0.53 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,660 | -59.63 | 504 | -60.19 | ||||
| 2025-08-15 | 13F/A | 康文森资本有限责任公司 | 3,960,500 | 16.66 | 44,714 | 15.03 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 10,374 | -88.87 | 117 | -89.03 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 13,577 | 0.00 | 153 | -1.29 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 36,978 | 417 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 31,532 | -44.58 | 356 | -45.31 | ||||
| 2025-08-21 | NP | MORT - VanEck Vectors 抵押房地产投资信托收入 ETF | 2,195,796 | 1.32 | 24,791 | -0.10 | ||||
| 2025-08-06 | 13F | Smh 资本顾问公司 | 34,114 | 0.07 | 385 | -1.28 | ||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 7,365 | 0.00 | 83 | -1.19 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 11,908 | -43.25 | 134 | -44.17 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 450 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 17,363 | -95.26 | 196 | -95.33 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 86,087 | -1.71 | 973 | -2.99 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 109,400 | 7.68 | 1,258 | 6.25 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 11,642 | -13.74 | 131 | -14.94 | ||||
| 2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 248,865 | -1.38 | 2,782 | -4.20 | ||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 8,400 | 0.00 | 95 | -2.08 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 3,842 | 10.09 | 43 | 10.26 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 27 | -67.07 | 0 | |||||
| 2025-08-04 | 13F | 资产标记公司 | 443 | 147.49 | 5 | 150.00 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 524 | 0.00 | 6 | 0.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 256,707 | -1.98 | 2,898 | -3.34 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 275 | 25.57 | 3 | 50.00 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 2,208,833 | 0.00 | 24,938 | -1.40 | ||||
| 2025-08-27 | NP | VISVX - 先锋小型股价值指数基金投资者股票 | 8,286,703 | -1.58 | 93,557 | -2.95 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 挪威银行 | 6,444,854 | 72,762 | ||||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 8,169,537 | 1.92 | 92,234 | 0.50 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 194,655 | 9.05 | 2,283 | 11.75 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 232,045 | 55.96 | 2,620 | 53.79 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 39,674 | 2.24 | 442 | 12.47 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PEXMX - T. Rowe Price 扩展股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,906 | 0.00 | 913 | -1.40 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 7,232 | 0.00 | 81 | -3.61 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 99,695 | -21.12 | 1,115 | -23.38 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 95,634 | 0.00 | 1,080 | -1.46 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 101,616 | 1.89 | 1,147 | 0.53 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 33,569 | 6.10 | 0 | |||||
| 2025-08-28 | NP | USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF | 439,847 | -2.64 | 4,966 | -4.00 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 1,041 | 18.03 | 12 | 22.22 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 17,600 | 0.00 | 199 | -1.49 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 493,833 | 46.14 | 6 | 66.67 | ||||
| 2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 3,720 | -32.07 | 41 | -37.88 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 95,400 | 30.68 | 1,077 | 28.98 | |||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,065 | 0.00 | 12 | 0.00 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 876,448 | 4.26 | 9,895 | 2.82 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 528,300 | 88.01 | 5,965 | 85.39 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 37,315 | -93.53 | 421 | -93.63 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 33,871 | 21.76 | 382 | 20.13 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 979,852 | 102.77 | 11,063 | 99.96 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 17,098 | 1.37 | 193 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 83,015 | -1.57 | 937 | -2.90 | ||||
| 2025-08-26 | NP | REM - iShares 抵押房地产 ETF | 2,156,206 | -16.88 | 24,344 | -18.04 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 96,829 | -9.30 | 1,093 | -10.56 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 24,106 | 0.00 | 272 | -1.45 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 24 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 25,700 | 290 | |||||
| 2025-08-14 | 13F | 瑞银集团 | 1,631,540 | -7.84 | 18,420 | -9.12 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 23,200 | 262 | |||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 6,415 | 5.04 | 72 | 4.35 | ||||
| 2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 23,000 | 260 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 28,156 | -23.51 | 318 | -24.70 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 13,969 | 4.44 | 158 | 2.61 | ||||
| 2025-08-08 | 13F | 天使橡树资本顾问有限公司 | 283,870 | 0.00 | 3,205 | -1.42 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 316,187 | 9.94 | 3,570 | 8.38 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 1,862,741 | 1.12 | 21,030 | -0.29 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 871,411 | 8.08 | 9,838 | 6.58 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 91,274 | 33.78 | 1,018 | 22.83 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 4,000 | -42.86 | 45 | -43.75 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 1,275,935 | 72.35 | 14,405 | 69.95 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 102 | 34.21 | 0 | |||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 12,188 | 138 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 513,468 | -19.87 | 5,797 | -20.99 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 23,738 | 268 | ||||||
| 2025-08-06 | 13F | 霍兰证券公司 | 27,969 | 1.32 | 316 | -0.32 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 100 | 1 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 76,549 | -25.00 | 864 | -18.57 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 897,695 | 8.24 | 10 | 11.11 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 217,023 | 2,426 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 945,574 | 9.34 | 10,676 | 7.81 | ||||
| 2025-08-14 | 13F | Cura 财富顾问有限公司 | 110,619 | -19.03 | 1,249 | -20.20 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 97,583 | 2.65 | 1,102 | 1.19 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 11,047 | 2.20 | 125 | 0.81 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 8,412 | 7.64 | 95 | 5.62 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 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 | 1,927,100 | 17.83 | 21,545 | 14.45 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 16,735 | -40.95 | 189 | -41.98 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 68,100 | -15.35 | 769 | -16.61 | ||||
| 2025-05-14 | 13F | 范赫尔岑资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 2,800 | 32 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 5,106 | 5.23 | 58 | 3.64 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 2,596 | 0.00 | 30 | 7.41 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 2,850 | 0.00 | 32 | 0.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 11,003 | -11.04 | 124 | -12.06 | ||||
| 2025-04-30 | 13F | 法雷奥财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 423,208 | 0.00 | 5 | 0.00 | ||||
| 2025-07-23 | 13F | 帕克圆公司 | 40,000 | 0.00 | 452 | -1.53 | ||||
| 2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 25,535 | -20.77 | 285 | -22.97 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 11,000 | 0.00 | 124 | -0.80 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 1,762,837 | 161.45 | 19,902 | 157.80 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 41,921 | 195.07 | 516 | 226.58 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 364,708 | 2.31 | 4,118 | 0.88 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 16,287 | -6.97 | 184 | -8.50 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 409 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 巡洋舰资本顾问有限公司 | 61,100 | -32.93 | 690 | -33.94 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 7,836 | 0.00 | 88 | -3.33 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 105,981 | -16.52 | 1,185 | -18.96 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 142,807 | 8.33 | 1,612 | 6.83 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 426,597 | 7.91 | 4,757 | -0.98 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 58,703 | 134.81 | 663 | 131.47 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 恒线顾问公司 | 481,243 | -1.79 | 5,433 | -3.16 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 8,667 | 3.09 | 99 | 3.16 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 27,352 | 6.99 | 309 | 5.48 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 6 | 500.00 | 0 | |||||
| 2025-05-14 | 13F | 埃莱维斯特公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 1,468 | 33.70 | 17 | 33.33 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 122,683 | 23.33 | 1,385 | 21.70 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 12,782 | 300.56 | 144 | 300.00 | ||||
| 2025-07-29 | NP | BPLSX - Boston Partners 机构多头/空头股票基金 | 45,515 | 4.31 | 507 | -4.34 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 62,146 | 702 | ||||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 10,032 | -63.55 | 113 | -64.13 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 21,707 | -0.78 | 245 | 3.81 | ||||
| 2025-05-14 | 13F | 托罗索投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 家族管理公司 | 229,647 | 0.80 | 2,593 | -0.61 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus 投资组合 A 类 | 761 | 0.00 | 9 | 0.00 | ||||
| 2025-06-27 | NP | PMACX - 胜利先锋多元资产收益基金C类 | 906,673 | 10,137 | ||||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 62,444 | -1.95 | 698 | -4.77 | ||||
| 2025-08-26 | NP | IYR - iShares 美国房地产 ETF | 1,576,266 | 11.35 | 17,796 | 9.80 | ||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 10,381 | -49.24 | 122 | -39.20 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 16,785 | 0.00 | 190 | -1.56 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 4,162 | -78.53 | 47 | -79.28 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 2,721 | 10.88 | 31 | 15.38 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 14,808 | -58.03 | 167 | -58.56 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 44,426 | -4.97 | 502 | -6.36 | ||||
| 2025-05-29 | NP | AFDVX - 应用金融探索者基金投资者类别 | 504,667 | 0.00 | 5,642 | -2.86 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 10,534 | 19.12 | 119 | 13.46 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 16,249 | 0 | ||||||
| 2025-08-12 | 13F | NWF咨询服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | CWM有限公司 | 26,831 | 343.78 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 60,618 | 2.30 | 710 | 22.84 | ||||
| 2025-07-16 | 13F | 百利宫资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 174,111 | -10.07 | 1,966 | -11.33 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 波士顿卓越财富有限责任公司 | 36,400 | 0.00 | 411 | -1.44 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 3,905,120 | -7.20 | 44,089 | -8.50 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 8,574 | 21.95 | 97 | 20.00 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 23,873 | 2.89 | 270 | 1.51 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 24,021 | 10.14 | 271 | 8.84 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 134,526 | -11.25 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 27,774,361 | 1.39 | 313,573 | -0.03 | ||||
| 2025-05-27 | NP | ICMBX - 无畏资本基金投资者类别 | 77,171 | 0.00 | 884 | 5.75 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 6,650 | 26.35 | 75 | 25.00 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 14,150 | 0.00 | 160 | -1.85 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 56,100 | -95.27 | 633 | -95.34 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 85,285 | -4.27 | 963 | -5.69 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 24,727 | 120.97 | 279 | 117.97 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 93,298 | -30.65 | 1,053 | -31.62 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 11,500 | 4.55 | 130 | 3.20 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 202,548 | 5.81 | 2,287 | 4.34 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 887,227 | 3.49 | 10,017 | 2.04 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,381,926 | -16.64 | 15,602 | -17.81 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 60,029 | 0.00 | 677 | -1.46 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 103,607 | 5.37 | 1 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 72,657 | -34.81 | 820 | -35.74 | ||||
| 2025-08-04 | 13F | 穆齐尼奇公司 | Call | 60,000 | 677 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 166,776 | -13.45 | 1,883 | -14.69 | ||||
| 2025-07-21 | 13F | 沙利文伍德资本管理有限责任公司 | 132,563 | 1,530 | ||||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 45,735 | -4.82 | 516 | -6.18 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 85 | -11.46 | 1 | -100.00 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 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 | 86,606 | 17.37 | 968 | 14.02 | ||||
| 2025-08-26 | NP | TQSMX - T. Rowe Price QM 美国中小盘核心股票基金 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 | 204,918 | 0.00 | 2,314 | -1.41 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 15,596 | 0.24 | 174 | -2.79 | ||||
| 2025-05-15 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 812,653 | -5.05 | 9,175 | -6.39 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 121,541 | 280.20 | 1 | |||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 326,992 | -94.89 | 3,692 | -94.96 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,125,400 | -2.64 | 12,706 | -4.00 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 670,700 | 67.09 | 7,572 | 64.75 | |||
| 2025-06-25 | NP | FNK - First Trust 中型价值 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 | 126,513 | 2.94 | 1,414 | 0.00 | ||||
| 2025-05-14 | 13F | Peak6有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 4,295 | 48 | ||||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,138 | 24 | ||||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 37,428 | 1.68 | 423 | 0.24 | ||||
| 2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 123,768 | 7.37 | 1,397 | 5.91 | ||||
| 2025-05-15 | 13F | HBK投资有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 138,300 | -0.14 | 1,561 | -1.51 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 313,887 | 394.26 | 3,527 | 390.40 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 199,530 | -22.76 | 2,253 | -23.84 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 26,655 | 301 | ||||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 174,703 | -12.10 | 1,972 | -13.32 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 25,712 | 290 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 10,380 | 91.13 | 117 | 88.71 | ||||
| 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 | 22,417 | 3.52 | 251 | 0.40 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 27,100 | 14.83 | 306 | 12.96 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 131,300 | -78.33 | 1,482 | -78.64 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 8,273 | 47.00 | 92 | 43.75 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 5,355,000 | -1.30 | 60 | -3.23 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 23,725 | -1.25 | 268 | -2.91 | ||||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 832,308 | -2.10 | 9,280 | -10.16 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 24,638 | 278 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 2,661 | 30 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 30 | 0 | ||||||
| 2025-07-16 | 13F | 美国国家银行 | 1,271 | 0.00 | 14 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 9,220 | -40.93 | 104 | -32.03 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 7,500 | 368.75 | 84 | 336.84 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 4,351,349 | 7.81 | 49,127 | 6.30 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 104,000 | 5.69 | 1,186 | 5.80 | |||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 319,092 | -8.15 | 3,567 | -10.78 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 42,900 | 65.00 | 489 | 65.20 | |||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 6,571 | -12.19 | 74 | -12.94 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 34,573 | -0.62 | 394 | -0.51 | ||||
| 2025-08-26 | NP | IPSIX - Voya 指数加上小型股投资组合 I 类 | 38,883 | 7.64 | 439 | 12.02 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 11,902 | 134 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,845,420 | 3.90 | 20,834 | 2.45 | ||||
| 2025-07-25 | NP | SCHM - 嘉信美国中型 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 | 1,380,661 | 2.95 | 15,394 | -5.52 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 440 | 1.38 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | KBC 集团 | 16,794 | -26.49 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 21,100 | -4.52 | 238 | -5.93 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 小盘价值基金 IA 类股票 | 111,580 | -8.00 | 1,260 | -9.29 | ||||
| 2025-07-16 | 13F | 水手投资集团有限公司 | 50,000 | 564 | ||||||
| 2025-03-25 | NP | PMAIX - 先锋多元资产收益基金：A 类 | 906,673 | 0.00 | 10,436 | 8.69 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 50,000 | 0.00 | 564 | -1.40 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 7,033 | -8.39 | 78 | -16.13 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 650,600 | 6,406.00 | 7,345 | 6,342.98 | |||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 154,767 | 3.81 | 1,747 | 2.40 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 1,060,000 | 6.00 | 11,967 | 4.52 | |||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 171,078 | 81.14 | 1,931 | 78.63 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 19,390 | 219 | ||||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 116,612 | 47.16 | 1,317 | 45.09 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | LSVQX - LSV 小盘价值基金机构类别股票 | 216,400 | 0.00 | 2,419 | -2.85 | ||||
| 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 | 201,877 | -3.47 | 2,257 | -6.27 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 1,000 | 0.00 | 11 | 0.00 | ||||
| 2025-08-28 | NP | SMVIX - Simt 小盘价值基金 I 类 | 15,717 | -69.79 | 177 | -70.25 | ||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 17,862 | 25.59 | 202 | 24.07 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 9,100 | 0.00 | 103 | -1.92 | ||||
| 2025-08-07 | 13F | 第1620章 | 45,549 | 0.00 | 514 | -1.34 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 57,853 | 8.43 | 668 | 6.89 | ||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 10,000 | 113 | ||||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 31,585 | 60.17 | 357 | 58.22 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 129,672 | 418.69 | 1,464 | 411.54 | ||||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 194,926 | 29.39 | 2,201 | 27.61 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 982 | 0.00 | 11 | 0.00 | ||||
| 2025-04-29 | 13F | 罗利资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 146,034 | 4.09 | 1,649 | 2.62 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 880 | 10 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 800 | 0.00 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 22,115 | -13.95 | 250 | -15.31 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 767 | 9 | ||||||
| 2025-06-26 | NP | FZFLX - 富达 SAI 中小盘 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 120,177 | -14.52 | 1,344 | -17.00 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 311 | 0.00 | 4 | 0.00 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 39,974 | 451 | ||||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,179,332 | 1,269.60 | 13,150 | 1,157.07 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 59,117 | 667 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 89,542 | 2.22 | 1,001 | -0.69 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 752 | 8 | ||||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 20,759 | 2.07 | 234 | 0.86 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 52,670 | 317.35 | 595 | 312.50 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 997 | -54.60 | 11 | -56.00 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 25,525 | 5.41 | 285 | 2.52 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 32,619 | 91.01 | 368 | 88.72 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,176,371 | -8.59 | 13,281 | -9.87 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 3,540 | 2.25 | 40 | 0.00 | ||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 229,380 | 2,626 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 346,088 | -0.81 | 3,908 | -2.18 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 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 | 238,352 | 1.63 | 2,665 | -1.30 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 76,946 | 11.23 | 860 | 8.04 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 2,404 | 0.00 | 27 | 0.00 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 3,863 | -22.74 | 44 | -23.21 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 9,545 | -52.32 | 108 | -50.46 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 3,430 | 7.09 | 39 | 5.56 | ||||
| 2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 2,000 | 0.00 | 23 | 0.00 | ||||
| 2025-08-07 | 13F | 简化资产管理公司 | 142,085 | -25.52 | 1,604 | -26.56 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 61,685 | -17.77 | 696 | -18.88 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 10,728 | -46.01 | 121 | -46.70 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 36 | 0 | ||||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 446,178 | 0.72 | 5,037 | -0.67 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 481,515 | 0.13 | 5,436 | -1.27 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 4,012 | 0.00 | 45 | 0.00 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 48,471 | 4.14 | 594 | 13.17 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 390 | 0.00 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | 西尔弗伯格伯恩斯坦资本管理有限责任公司 | 14,700 | 2.80 | 166 | 1.23 | ||||
| 2025-08-13 | 13F | 湾景资产管理有限公司 | 87,500 | 0.00 | 988 | -1.40 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 2,661 | 30 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,484 | -14.15 | 51 | -15.25 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 188,633 | 108.75 | 2 | 100.00 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 签名有限责任公司 | 44,003 | -1.67 | 497 | -3.12 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 24,271 | 0.00 | 274 | -1.08 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 7,109 | -40.51 | 80 | -41.18 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 8,240 | 90.92 | 93 | 89.80 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 247,133 | 4.16 | 3 | 0.00 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 3,801 | 5.64 | 43 | 2.44 | ||||
| 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 | 11,790 | -12.13 | 133 | -13.07 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 54,494 | -1.84 | 615 | -3.15 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 46,761 | 9.12 | 535 | 15.30 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 25,186 | 11.98 | 281 | 2.56 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 69,200 | -26.07 | 774 | -28.23 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 139,863 | 5.24 | 1,579 | 3.81 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 15,479 | -19.43 | 180 | -7.22 | ||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 16,110 | 3.60 | 182 | 1.69 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 36 | 0 | ||||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 4,676 | 2.25 | 53 | 0.00 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 1,149 | 0.00 | 13 | -7.69 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 179,873 | 5.39 | 2,031 | 3.89 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 16,600 | -3.18 | 187 | -4.59 | ||||
| 2025-07-10 | 13F | Umb Bank 北美/月 | 24 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 500 | 0.00 | 6 | 20.00 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 15,497 | 1.09 | 175 | -0.57 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 25,000 | 0.00 | 282 | -1.40 | ||||
| 2025-05-14 | 13F | 卢米斯·塞尔斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | CRDT - 简化机会性收入 ETF | 142,085 | -25.52 | 1,604 | -26.56 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 0 | -100.00 | 0 | |||||
| 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 | 26,745 | 48.59 | 302 | 46.12 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree 另类收入基金 N/A | 152,509 | 3.93 | 1,700 | -4.60 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 324,357 | 5.81 | 3,626 | 2.78 | ||||
| 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 | 20,083 | 6.39 | 224 | -2.62 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 204 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 500 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Stelac咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 10,285 | 1.49 | 116 | 0.00 | ||||
| 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 | 170,053 | 4.63 | 1,901 | 1.66 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 30,667 | 342 | ||||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 10,661 | -4.04 | 122 | 1.67 | ||||
| 2025-08-26 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 205,903 | 149.05 | 2,325 | 145.67 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 1,575 | 18 | ||||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,149,167 | 38.85 | 12,974 | 36.91 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | NSMAX - Nuveen NWQ 中小盘价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,363 | 1,302 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 房地产行业基金 (A) | 72,939 | 4.95 | 823 | 3.52 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 2,661 | 30 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 750 | -86.24 | 8 | 0.00 | ||||
| 2025-06-26 | NP | FRIFX - 富达房地产收入基金 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 | 385,699 | 0.00 | 4,312 | -2.86 | ||||
| 2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 148,133 | 102.19 | 1,672 | 99.52 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 35,000 | 395 | ||||||
| 2025-08-04 | 13F | 联合银行 | 26,975 | -0.33 | 0 | |||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 437,091 | 9.96 | 4,935 | 8.42 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 238,553 | 5.81 | 2,693 | 4.34 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 136 | -53.26 | 0 | |||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 8,813 | -5.47 | 99 | -6.60 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 57,919 | -3.12 | 646 | -11.16 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 10,000 | 0.00 | 113 | -1.75 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 2,212,331 | -16.66 | 24,977 | -17.83 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 23 | 0 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 66,550 | 0.00 | 751 | -1.31 | ||||
| 2025-05-15 | 13F | EJF资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 318,587 | 0.35 | 3,597 | -1.07 | ||||
| 2025-07-25 | NP | PSLAX - Putnam 小盘价值基金 A 类股票 | 271,650 | -8.83 | 3,029 | -16.35 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 617,500 | 6,972 | ||||||
| 2025-07-30 | 13F | 海滩点资本管理有限公司 | Put | 25,200 | 0.00 | 3 | 100.00 | |||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 4,084 | 3.29 | 46 | -6.25 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 224,927 | 0.00 | 2,538 | -0.86 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 62,178 | -66.57 | 702 | -67.07 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,250 | 5.78 | 25 | 4.17 | ||||
| 2025-08-14 | 13F | 采石场LP | 10,699 | -26.11 | 121 | -27.27 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 893 | -35.89 | 10 | -33.33 | ||||
| 2025-07-17 | 13F/A | RK资本管理有限责任公司/佛罗里达州 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 1,403 | 0.00 | 16 | -6.25 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 21,214 | -5.60 | 249 | 13.24 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 42,742 | -42.83 | 483 | -43.69 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 27,911 | 0.00 | 315 | -1.25 | ||||
| 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 | 967,196 | 1.12 | 10,784 | -7.20 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,013,205 | 0.63 | 11,439 | -0.78 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 23,989 | 31.58 | 271 | 29.81 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 45,831 | 517 | ||||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 11,397 | 129 | ||||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 16,431 | 186 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 125,012 | 15.50 | 1,411 | 13.88 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 652,400 | 7,366 | ||||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 50,700 | 6.29 | 572 | 4.76 | ||||
| 2025-04-25 | 13F | 阿尔比恩金融集团 /ut | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 信托投资顾问 | 91,526 | -2.70 | 1,033 | -4.09 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 6,833 | 0.00 | 76 | -8.43 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 9,545 | 41,400.00 | 109 | |||||
| 2025-08-05 | 13F | HFG 顾问公司 | 10,000 | 0.00 | 113 | -1.75 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 5,548,605 | 3.81 | 62,644 | 2.36 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 161,458 | 0.00 | 1,849 | 5.72 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 381,554 | 0.00 | 4,254 | -8.22 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 9,298,438 | 96 | ||||||
| 2025-06-27 | NP | SRET - Global X SuperDividend REIT 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 | 518,866 | -12.67 | 5,801 | -15.18 | ||||
| 2025-08-22 | NP | CAPE - DoubleLine Shiller CAPE 美国股票 ETF | 31,239 | 3.31 | 353 | 1.73 | ||||
| 2025-04-15 | 13F | 劳雷尔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 127,000 | 0.00 | 1,434 | -1.44 | ||||
| 2025-08-27 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 298,511 | 3.75 | 3,370 | 2.31 | ||||
| 2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 165,887 | 218.37 | 1,850 | 215.53 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 759,286 | 2.00 | 8,572 | 0.57 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 18,949 | -32.33 | 216 | 132.26 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 38,944 | -22.40 | 440 | -23.52 | ||||
| 2025-08-11 | 13F | 花旗集团 | 954,854 | 58.91 | 10,780 | 56.69 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 213,744 | 1.55 | 2,413 | 0.17 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 15,563 | 10.50 | 176 | 9.32 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 434,750 | 3.35 | 5 | 0.00 | ||||
| 2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,445 | 0.77 | 344 | -0.58 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 18,100 | 0.00 | 204 | -1.45 | |||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 250,025 | 1.44 | 2,920 | 3.47 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 1,760 | 2.27 | 20 | 0.00 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 10,796 | -3.21 | 122 | -4.72 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 最佳投资顾问 | 1,000 | 0.00 | 11 | 0.00 | ||||
| 2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 45,876 | 171.31 | 512 | 154.23 | ||||
| 2025-06-26 | NP | HSMAX - 哈特福德小型股价值基金 A 类 | 227,291 | 34.36 | 2,541 | 30.51 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 15,500 | 0.00 | 173 | -8.51 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 26,541 | 300 | ||||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 3,759 | -9.60 | 42 | -18.00 | ||||
| 2025-05-15 | 13F | 阿利斯卡投资集团有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 932,960 | -39.40 | 10,533 | -40.25 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 286,000 | 89.15 | 3,229 | 86.48 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 173,201 | 6.04 | 1,955 | 4.55 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 26,173 | 13.93 | 296 | 12.60 | ||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 12,972,900 | -0.13 | 146,464 | -1.52 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 164,943 | 169.68 | 2 | |||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 23,037 | 0.00 | 260 | -1.14 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 349,700 | 1.69 | 3,948 | 0.28 | |||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 57,949 | -3.87 | 654 | -5.22 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 0 | 0 | ||||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 132,183 | -7.58 | 1,492 | -8.86 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 126 | 1.61 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 11,739 | 0.00 | 133 | -1.49 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,998,395 | -6.40 | 56,432 | -7.71 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 21,734 | 245 | ||||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,829,184 | -5.73 | 20,651 | -7.04 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 10,700 | 121 | ||||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,885,730 | 7.67 | 21,290 | 6.16 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 177,978 | 93.82 | 2,009 | 102.11 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 56,296 | 3.26 | 636 | 1.76 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 380,922 | 0.00 | 4,301 | -1.40 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 6,537 | 0.00 | 73 | -2.67 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,605 | 2.70 | 430 | -5.70 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 11,971 | -4.38 | 135 | -5.59 | ||||
| 2025-05-13 | 13F | 博克夫，那 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 110,829 | 15.24 | 1,251 | 13.62 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 40,000 | 0.00 | 452 | -1.53 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 30,374 | 33.94 | 343 | 32.05 | ||||
| 2025-08-13 | 13F/A | StoneX集团公司 | 13,879 | 148 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 397,000 | -24.24 | 4,482 | -25.29 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,913 | 99.69 | 22 | 110.00 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 3,119 | 0 | ||||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 24,022 | -1.30 | 271 | -2.52 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 2,800 | 0.00 | 32 | 0.00 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | 28,800 | 325 | ||||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 36,523 | -5.64 | 412 | -7.00 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,864 | -21.22 | 21 | -22.22 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | 13F | 奥泉环球投资控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 8,991,146 | 1.11 | 101,528 | -0.32 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 222,678 | -1.69 | 2,514 | -3.05 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 10,524 | 119 | ||||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 164,254 | 2.88 | 1,854 | 1.42 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 768,466 | 3.58 | 8,678 | 2.09 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 106,417 | -0.98 | 1,201 | -2.36 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 212 | -89.45 | 2 | -91.30 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 50,900 | 0.00 | 575 | -1.37 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 93,106 | -13.56 | 1,074 | -14.76 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,000 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | 蓝冠资本管理有限公司 | 1,886,208 | -11.64 | 21,295 | -12.87 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 正确资本财富管理 | 0 | -100.00 | 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 | 298,562 | 2.57 | 3,329 | -5.88 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 370 | -81.67 | 4 | -82.61 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 243 | -28.74 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | Xponance公司 | 25,821 | 3.21 | 292 | 1.75 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 33,875 | 0.00 | 379 | -2.83 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 47,276 | 336.93 | 534 | 333.33 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 82,488 | 9.27 | 920 | 0.22 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 1,970,100 | 61.19 | 22,242 | 58.94 | |||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 83,286 | 940 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,961,231 | -67.17 | 22,142 | -67.63 | ||||
| 2025-08-26 | NP | MDIV - 多资产多元化收益指数基金 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 | 445,267 | 4.84 | 5,027 | 3.39 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 48,400 | 0.00 | 546 | -1.44 | |||
| 2025-08-27 | NP | SPCSX - Sterling Capital 行为小盘价值股票基金机构股 | 28,784 | 0.00 | 325 | -1.52 | ||||
| 2025-07-29 | NP | Voya 全球优势及优质机会基金 | 54,346 | 218.33 | 606 | 215.10 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 3,036 | 0.00 | 34 | -8.33 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 325,900 | 3,679 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 208,160 | 10.22 | 2,350 | 8.70 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 557,748 | 0.00 | 6,297 | -1.41 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 132,719 | 1,480 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 12,020 | 91.22 | 136 | 90.14 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 264,379 | 4.44 | 2,985 | 3.50 | ||||
| 2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 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 | 143,377 | -7.28 | 1,619 | -8.59 | ||||
| 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 | 11,546 | 6.40 | 130 | 4.84 | ||||
| 2025-05-20 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 256,335 | 16.64 | 2,935 | 23.37 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 99,900 | 40.31 | 1,128 | 38.28 | |||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 220,090 | -1.25 | 2,485 | -2.63 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 202,500 | 125.00 | 2,286 | 121.94 | |||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 89,715 | 4.25 | 1 | |||||
| 2025-07-30 | NP | RIET - 豪雅资本高股息收益ETF | 135,163 | 29.17 | 1,507 | 18.57 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 15,722 | 0.00 | 178 | -1.67 | ||||
| 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 | 16,490 | 1.95 | 184 | -1.08 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 50,009 | 1 | ||||||
| 2025-08-12 | 13F | 创始者有限公司 | 44,733 | 505 | ||||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 56,930 | -12.02 | 643 | -13.24 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 309,515 | 0.00 | 3,494 | -1.38 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 45,243 | 0.00 | 1 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 17,881 | -12.63 | 202 | -14.10 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus 基金 A 类 | 1,935 | 0.00 | 22 | -4.55 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 29,362 | 0.05 | 331 | -1.49 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 31,400 | 0.00 | 350 | -8.14 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 36,435 | -24.89 | 415 | -26.07 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 75,277 | 2.98 | 881 | 5.14 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 34,161 | 91.05 | 386 | 88.73 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 3,811 | 43 | ||||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 436,556 | -36.63 | 4,929 | -37.52 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 10,200 | 100.00 | 115 | 98.28 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 128,117 | 28.59 | 1,446 | 26.84 | ||||
| 2025-08-14 | 13F | DoubleLine ETF 顾问 LP | 31,239 | 3.31 | 353 | 1.73 | ||||
| 2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,847,755 | 0.74 | 31,752 | -7.55 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 83 | -94.62 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 34,720 | 0.67 | 392 | -0.76 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 263,004 | -15.85 | 2,969 | -17.02 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | Put | 88,000 | 0.00 | 19 | 20.00 | |||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 11,689 | 0.13 | 132 | -1.50 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 215 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 109,168 | 55.25 | 1,233 | 53.04 | ||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 93,550 | 44.30 | 1,056 | 42.32 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 12,157 | -1.20 | 136 | -4.26 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 43,213 | 3.83 | 488 | 2.31 | ||||
| 2025-08-22 | NP | VSFAX - Federated Clover 小价值基金 A 类股票 | 95,476 | -26.50 | 1,078 | -27.57 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 8,593 | -0.06 | 97 | -1.02 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 968 | -44.94 | 11 | -42.11 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 103 | 3.00 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 87,339 | 27.16 | 986 | 25.45 | ||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 716 | 33.83 | 8 | 60.00 | ||||
| 2025-05-27 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 4,530 | 0.00 | 52 | 4.08 | ||||
| 2025-05-14 | 13F | 资本分析师公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 90,100 | -40.71 | 1,045 | -41.33 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 190,638 | 4.69 | 2 | 0.00 | ||||
| 2025-07-30 | NP | HOMZ - Hoya Capital 住房 ETF | 23,771 | -7.84 | 265 | -15.34 | ||||
| 2025-08-14 | 13F | FJ资本管理有限公司 | 246,278 | 45.11 | 2,780 | 43.08 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 16,000 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 122,739 | -12.37 | 1,386 | -13.60 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 2,000 | 0.00 | 23 | 0.00 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 45,543 | 1.18 | 514 | -0.19 | ||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 9,829 | 0.00 | 111 | -1.79 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,528 | 19.11 | 62 | 16.98 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 25,500 | 288 | ||||||
| 2025-08-11 | 13F | 嘉民金融公司 | 12,942 | 0.00 | 146 | -1.35 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 3,787 | 43 | ||||||
| 2025-08-27 | NP | OASVX - 最佳中小盘价值基金 A 类 | 131,300 | 0.00 | 1,482 | -1.40 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 24,200 | -40.83 | 273 | -41.67 | |||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 61,559 | 1,829.75 | 695 | 1,830.56 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 116,800 | 2,495.56 | 1,319 | 2,484.31 | |||
| 2025-08-06 | 13F | 韦德布什证券公司 | 206,840 | -7.11 | 2 | 0.00 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 80,706 | 5.95 | 900 | -2.81 | ||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 18,592 | 0.00 | 226 | 7.66 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 452,154 | 38.22 | 5,055 | 34.26 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 444,418 | 7.37 | 5,017 | 5.87 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 14,095 | -64.50 | 159 | -65.05 | ||||
| 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 | 35,041 | -8.56 | 391 | -16.13 | ||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 117,384 | -10.87 | 1,312 | -13.40 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 9,014,680 | -24.52 | 101,776 | -25.58 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 243,881 | 0.00 | 2,727 | -2.89 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 706,408 | 2,732.20 | 8 | |||||
| 2025-08-14 | 13F | 德肖公司 | 1,604,531 | 33.24 | 18,115 | 31.38 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 12,920 | 146 | ||||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 1,500 | -50.00 | 17 | -52.94 | ||||
| 2025-04-30 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 20,001 | 7.91 | 226 | 6.13 | ||||
| 2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 房地产高收益 ETF | 19,354 | 207.21 | 216 | 182.89 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,038,694 | 3,626.66 | 11,727 | 3,575.86 | ||||
| 2025-08-14 | 13F | One Fin 资本管理有限责任公司 | 1,050,000 | 11,854 | ||||||
| 2025-08-12 | 13F | 瀑布资产管理有限责任公司 | 133,714 | 167.43 | 1,509 | 161.35 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 13,445 | 0.00 | 146 | -5.23 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 23,697 | 268 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 49,240 | 12.32 | 556 | 10.78 | ||||
| 2025-08-14 | 13F | 阿佐拉资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 13,124 | 0.00 | 162 | 6.62 | ||||
| 2025-06-27 | NP | ANGLX - Angel Oak多策略收益基金A类 | 258,870 | 0.00 | 2,894 | -2.85 | ||||
| 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 | 23,387 | 13.49 | 261 | 10.13 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 268,160 | 4.00 | 3,028 | 2.54 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 16,645 | 0.17 | 186 | -7.96 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 765,572 | -1.59 | 8,643 | -2.96 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 21,700 | 0.00 | 250 | -1.19 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 51,433 | -45.57 | 581 | -46.35 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 93,742 | 0.00 | 1,058 | -1.40 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,864,728 | 15.77 | 21,053 | 14.15 | ||||
| 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 | 176,012 | 2.58 | 1,968 | -0.41 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 123,894 | -32.33 | 1 | -50.00 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 11,671 | 0.00 | 130 | -2.99 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 1,803,060 | 8.60 | 20,357 | 7.09 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 141,134 | -2.97 | 1,593 | -4.32 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 30,400 | -20.83 | 343 | -21.87 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 593,046 | 10.29 | 6,695 | 8.76 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 9,791 | 0.00 | 109 | -2.68 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 11,894 | 0 | ||||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 68,495 | 0.00 | 773 | -1.40 | ||||
| 2025-08-26 | NP | NSCAX - Nuveen NWQ 小盘价值基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 386,748 | 4,366 | ||||||
| 2025-06-26 | NP | LSVGX - LSV 全球价值基金机构类别股票 | 29,200 | 0.00 | 326 | -2.98 | ||||
| 2025-06-27 | NP | SDIV - Global X SuperDividend 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 | 658,991 | -6.24 | 7,368 | -8.93 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 332,029 | 887.89 | 3,749 | 876.04 | ||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 140,177 | -1.84 | 1,583 | -3.24 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 97,550 | -23.70 | 1,088 | -30.01 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 225,180 | 5.89 | 2,518 | 2.86 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 208,919 | -3.93 | 2,359 | -5.26 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 469,631 | -54.47 | 5,302 | -55.11 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 5,902,598 | 20.27 | 66,640 | 18.59 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 39,321 | 7.94 | 444 | 6.24 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 10,125 | 114 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 232,859 | 384.67 | 2,629 | 377.82 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 72,830 | 8.61 | 822 | 7.17 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 700 | 0.00 | 8 | -12.50 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 118,508 | 6.76 | 1,338 | 5.28 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 893,594 | -67.21 | 10,089 | -67.67 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 3,795 | -8.62 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 72,650 | 820 | ||||||
| 2025-08-11 | 13F | 美国教师保险与年金协会 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 168,600 | 1,903 | |||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 321,928 | 0.00 | 3,635 | -1.41 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 26,264 | 0.00 | 303 | -1.30 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 23,543 | 266 | ||||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 29,252 | -48.43 | 340 | -48.01 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 127,000 | 0.00 | 1,434 | 4.22 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 139 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 102 | 1 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 429,062 | -24.58 | 4,844 | -25.63 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 900 | 10 | ||||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,700 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 126 | -41.40 | 1 | 0.00 | ||||
| 2025-08-26 | NP | TMSL - T. Rowe 价格中小型股 ETF | 230,621 | 18.20 | 2,604 | 16.52 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 198,350 | 0.00 | 2,239 | -1.41 | ||||
| 2025-08-07 | 13F | 商业银行 | 22,110 | 15.50 | 250 | 13.70 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 259,225 | 85.60 | 2,927 | 82.99 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 6,918 | 0.00 | 78 | -1.27 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 10,840 | 0.00 | 122 | -1.61 | ||||
| 2025-08-28 | NP | TRIFX - Catalyst/SMH 总回报收益基金 A 类 | 24,106 | 0.00 | 272 | -1.45 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 4,500 | 0.00 | 50 | -1.96 | ||||
| 2025-05-29 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 275,027 | 0.00 | 3,149 | 5.74 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 49,549,271 | 1.47 | 559,411 | 0.05 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 713,628 | 12.25 | 8,057 | 10.67 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 122,768 | 2.59 | 1,386 | 1.17 | ||||
| 2025-08-26 | NP | AZBAX - AllianzGI 小盘基金 A 类 | 32,300 | 365 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 120,262 | 0.69 | 1,358 | -0.73 | ||||
| 2025-07-29 | NP | VEVFX - Vanguard Explorer 价值基金投资者股票 | 365,089 | 0.00 | 4,071 | -8.23 | ||||
| 2025-08-12 | 13F | 无畏资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 793,336 | -4.00 | 8,957 | -5.35 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 14,047 | 159 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 413,598 | -0.86 | 4,670 | -2.24 | ||||
| 2025-08-14 | 13F | 奥尔登全球资本有限责任公司 | 288,376 | 47.22 | 3,256 | 45.18 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 17,041 | -1.66 | 193 | -3.03 | ||||
| 2025-05-20 | 13F | 蓝岩财富管理有限公司 | 11,000 | 126 | ||||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 119 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 104,924 | 1.16 | 1,185 | -0.25 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 25,441 | 5.89 | 287 | 4.36 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 10,334 | 5.14 | 117 | 3.57 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 17,338 | 14.00 | 196 | 12.07 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 17,668 | -25.10 | 199 | -26.30 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 279,351 | 9.15 | 3,115 | 0.16 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 509 | -14.31 | 6 | -16.67 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,415,844 | 16.61 | 15,985 | 14.98 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 324,356 | -1.01 | 3,662 | -2.40 | ||||
| 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 | 377,812 | 22.39 | 4,224 | 18.86 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 26,840 | 303 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 10,285 | 1.49 | 116 | 0.00 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 344,792 | 122.16 | 3,893 | 119.02 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,320 | -19.97 | 26 | -21.21 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 137,064 | 341.64 | 1,569 | 366.96 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 35,348 | 15.45 | 399 | 14.00 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 15,158 | 0.00 | 171 | -1.16 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 33,242 | 140.66 | 0 | |||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 500 | 6 | ||||||
| 2025-08-13 | 13F | 纳维斯财富顾问有限责任公司 | 20,000 | 0.00 | 226 | -1.75 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 2,937 | 10.21 | 0 | |||||
| 2025-08-08 | 13F | 第1776章 | 51,556 | 2.28 | 582 | 0.87 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 38,138 | -8.39 | 425 | -15.84 | ||||
| 2025-07-11 | 13F | Mallini 完整财务规划有限责任公司 | 13,027 | 0.22 | 147 | -0.68 | ||||
| 2025-06-26 | NP | DVDN - Kingsbarn 股息机会 ETF | 11,127 | 38.22 | 124 | 34.78 | ||||
| 2025-08-11 | 13F | 斯莱格金融有限责任公司 | 10,848 | -79.21 | 122 | -79.56 | ||||
| 2025-06-18 | NP | NWHDX - 全国贝拉德认知价值基金 A 类 | 5,900 | 66 | ||||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 12,705 | -6.42 | 143 | -7.74 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 12,538 | 142 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 104,225 | 9.30 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 335 | -19.08 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 784,525 | 8.28 | 8,857 | 6.76 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 88 | 100.00 | 1 | |||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 多伦多道明银行 | 981,289 | 11,079 |
