机构投资人持股和股东
S&P Global Inc. (MX:SPGI) 有 3231 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 302,161,647 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, TCI Fund Management Ltd, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Morgan Stanley, Geode Capital Management, Llc, Wellington Management Group Llp, and Fmr Llc .
S&P Global Inc. (BMV:SPGI)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
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 407 | 215 | ||||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 1,865 | -1.74 | 983 | 1.97 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 453 | 6.59 | 239 | 10.70 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 1,538 | -3.81 | 811 | -0.12 | ||||
| 2025-08-14 | 13F | 韦奇伍德合伙公司 | 33,482 | -1.79 | 18,851 | 8.02 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 941 | 61.68 | 496 | 68.14 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 76 | 0.00 | 38 | -2.56 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 2,421 | 0.00 | 1,276 | 3.82 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 18,947 | -1.46 | 9,991 | 2.26 | ||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 134,278 | -5.58 | 67,146 | -9.44 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 833 | 3.35 | 439 | 7.33 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 10,000 | 0.00 | 5,273 | 3.76 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 3,889 | 4.07 | 1,945 | -0.21 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 6,200 | -6.06 | 3,269 | -2.51 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 310 | 1.31 | 163 | 5.16 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 10 | 5 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 27 | 14 | ||||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 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 | |||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 335 | 0.00 | 177 | 3.53 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 23,200 | 20.90 | 11,898 | 16.18 | ||||
| 2025-08-14 | 13F | 联信银行 | 72,023 | -5.93 | 37,977 | -2.38 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 444 | 0.00 | 234 | 4.00 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 1,008 | 3.07 | 532 | 7.06 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 97,121 | -6.55 | 51,211 | -3.02 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 306,036 | -2.70 | 161,370 | 0.97 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 490,939 | 0.22 | 258,803 | 3.95 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 3,855 | 1,920 | ||||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 826 | 50.46 | 436 | 56.47 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 4,466 | -1.82 | 2,233 | -5.82 | ||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 14,037 | 0.33 | 7,401 | 4.12 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 13,482 | 24.26 | 7,109 | 28.96 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 696 | 367 | ||||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 86 | 4,200.00 | 43 | |||||
| 2025-07-17 | 13F | 奥克蒙特公司 | 80,821 | -0.36 | 42,616 | 3.40 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 26 | 0.00 | 14 | 0.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 356 | 0.00 | 188 | 3.89 | ||||
| 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 | 9,629 | 6.27 | 4,938 | 2.11 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,756 | 8.73 | 926 | 12.80 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 2,906 | 0.00 | 1,532 | 3.79 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 2,278 | -4.89 | 1,201 | -1.23 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 1,032 | 2.79 | 544 | 6.67 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 70 | 37 | ||||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 70,276 | -7.38 | 37,051 | -3.89 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 2,544 | 0.00 | 1,341 | 3.79 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 224 | -25.58 | 118 | -20.81 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 484 | 2.11 | 255 | 6.25 | ||||
| 2025-08-14 | 13F | 哈德逊路资本管理有限公司 | 104,170 | 95.13 | 54,928 | 102.50 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 105,119 | 1.15 | 55,428 | 4.97 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 4,570 | -8.42 | 2,344 | -12.02 | ||||
| 2025-08-11 | 13F | 伯克利公司 | 15,071 | 69.41 | 7,947 | 75.80 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 6,504 | -0.87 | 3,429 | 2.88 | ||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 1,654 | -2.19 | 872 | 1.51 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 9,256 | -0.51 | 4,881 | 3.26 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 458 | 241 | ||||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 114 | 0.00 | 58 | 1.79 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 30 | 0.00 | 16 | 0.00 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 713 | 2,446.43 | 397 | 2,735.71 | ||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 1,076 | 12.55 | 542 | 6.92 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 166,739 | -0.92 | 87,920 | 2.82 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 500 | 0.00 | 2 | -60.00 | |||
| 2025-08-11 | 13F | 塔桥顾问 | 8,654 | 0.34 | 4,563 | 4.13 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 19,040 | -4.20 | 10,040 | -0.57 | ||||
| 2025-05-06 | 13F | 九点合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 5,092 | 47.34 | 2,685 | 52.90 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 68,511 | 41.91 | 36,125 | 47.27 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 256 | -38.90 | 135 | -36.79 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 10,014 | -0.05 | 5,280 | 3.73 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 502 | 1.01 | 265 | 4.76 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 2,900 | -12.12 | 1,529 | -8.77 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 27 | 0.00 | 14 | -7.14 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 8 | 0.00 | 4 | 0.00 | ||||
| 2025-05-27 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 4,382 | -1.92 | 2,191 | -5.93 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 3,950 | 64.72 | 2,083 | 70.94 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 137 | 11.38 | 72 | 16.13 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 1,742 | 13.34 | 919 | 17.69 | ||||
| 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 | 26,595 | -8.34 | 13,299 | -12.10 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 36 | 0.00 | 19 | 5.56 | ||||
| 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 | 149,905 | -0.77 | 74,960 | -4.83 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 2,072 | 0.00 | 1,063 | -3.89 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 167 | 1.21 | 88 | 6.02 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 411 | 217 | ||||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 20,598 | -28.52 | 10,861 | -25.82 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 331,838 | 6.51 | 175 | 10.13 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 42 | 0.00 | 22 | 4.76 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 454 | -1.52 | 240 | 2.14 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 2,507 | 1,322 | 152.10 | |||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 568 | 4.99 | 299 | 9.12 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 610 | -1.13 | 322 | 2.56 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 64 | 32 | ||||||
| 2025-08-14 | 13F | 金流资本管理有限公司 | 309 | 0.00 | 163 | 3.18 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 3,065 | -2.48 | 1,616 | 1.25 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 33,363 | 10.73 | 17,111 | 6.40 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 5,430 | -11.88 | 2,863 | -8.53 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 103,775 | -0.53 | 54,720 | 3.23 | ||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 476 | 0.21 | 252 | 4.15 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 499,733 | -10.33 | 263,504 | -6.94 | ||||
| 2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 1,761,604 | -2.82 | 928,876 | 0.85 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,748 | 1.04 | 984 | 18.70 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 8,339 | -1.88 | 4,170 | -5.91 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 6,367 | -2.56 | 3,357 | 1.14 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 11,141 | 23.43 | 5,874 | 28.09 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 7,333 | -3.35 | 3,867 | 0.29 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 38,698 | 0.00 | 20,411 | 3.77 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,544 | -9.23 | 2,396 | -5.78 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 182,769 | 1.09 | 96,372 | 4.91 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,064 | 14.29 | 561 | 18.60 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,311 | 26.54 | 691 | 31.37 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 95 | 0.00 | 50 | 4.17 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 85 | 63.46 | 43 | 55.56 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 904 | -3.52 | 477 | 0.00 | ||||
| 2025-07-17 | 13F | SFM有限责任公司 | 1,567 | -4.04 | 826 | -0.36 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 943 | -18.99 | 497 | -15.91 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 132,151 | -11.65 | 69,682 | -8.31 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 12 | 20.00 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | 纽波特信托公司 | 1,084,315 | -0.94 | 571,748 | 2.80 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Growth & Income VIP 基金 | 4,745 | -25.60 | 2,502 | -22.81 | ||||
| 2025-05-08 | 13F | 特里维斯特顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 16,650 | -2.29 | 8,779 | 1.40 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 434 | 229 | ||||||
| 2025-07-23 | 13F | 增益计划有限责任公司 | 774 | 3.75 | 408 | 7.65 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 4,629 | -3.70 | 2,441 | -0.08 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 1,790 | 0.00 | 944 | 3.74 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 1,875 | -0.27 | 1 | |||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 2,356 | 0.00 | 1,242 | 13.11 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 843 | -5.92 | 445 | -2.42 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 10,388 | -31.13 | 5,477 | -28.54 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 92,278 | 18.91 | 48,657 | 23.40 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 20,185 | -15.94 | 10,643 | -12.77 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 43 | 0.00 | 23 | 4.76 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,636 | 105.01 | 863 | 112.84 | ||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 395 | 0 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 632,444 | 2.53 | 333,481 | 6.40 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 2,910 | -3.51 | 1,534 | 0.13 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 7 | 4 | ||||||
| 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 | 45,478 | 0.00 | 22,741 | -4.09 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 1,283 | 677 | ||||||
| 2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 151,152 | 6.98 | 79,701 | 11.02 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 2,454,612 | -12.10 | 1,294,293 | -8.78 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 109,959 | -15.95 | 57,983 | -12.78 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 1,505 | -7.73 | 794 | -4.23 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 25,000 | -27.11 | 13,182 | -24.36 | |||
| 2025-06-27 | 13F/A | 高盛集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 瑞银集团 | 1,411,153 | -12.68 | 744,087 | -9.38 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 15,000 | -30.56 | 7,909 | -27.93 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 60,806 | -2.87 | 32,062 | 0.80 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 184,246 | 97,151 | ||||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 397 | 0.00 | 209 | 3.98 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 40,212 | -2.98 | 20,108 | -6.95 | ||||
| 2025-07-24 | 13F | 坎普曼·梅丽莎·S. | 7,368 | -1.80 | 3,885 | 1.92 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 610 | -1.13 | 321 | 2.56 | ||||
| 2025-08-14 | 13F | 克拉尔顾问有限责任公司 | 25,432 | -6.39 | 13,410 | -2.85 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 2,597 | 684.59 | 1,369 | 695.93 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 628 | -10.29 | 314 | -13.74 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 90,729 | 4.53 | 48,051 | 8.95 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 23,689 | 201.66 | 12,491 | 213.03 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 1,747 | 167.94 | 921 | 178.25 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 4,725 | 0.00 | 2,491 | 3.79 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 19 | 0.00 | 10 | 11.11 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 48 | 0.00 | 25 | 4.17 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 哈伯特基金顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 2,159 | 6.35 | 1,139 | 10.38 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 8,667 | 0.00 | 4,570 | 3.79 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 167,416 | -2.81 | 88,277 | 0.86 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 3,394 | 13.78 | 1,724 | 16.09 | ||||
| 2025-07-28 | 13F | 风车山资产管理有限公司 | 7,966 | 17.04 | 4,200 | 21.46 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,743 | 9.59 | 1,446 | 13.77 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 13,421 | -4.78 | 7,077 | -1.19 | ||||
| 2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 60,459 | 0.00 | 31,879 | 3.78 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,738 | -14.99 | 8,370 | -18.48 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 31,601 | 0.00 | 16,663 | 3.77 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,925 | 131.93 | 1,015 | 140.86 | ||||
| 2025-05-14 | 13F | 直线集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 1,600 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 124 | -40.67 | 65 | |||||
| 2025-08-07 | 13F | 虎钳技术公司 | 5,832 | 32.33 | 3,075 | 40.15 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 14,580 | 6.79 | 7,688 | 13.06 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 68 | 36 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 272 | -18.32 | 143 | -15.38 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 富达机构 AM 国际成长投资组合 1 级 | 6,729 | 3.49 | 3,365 | -0.77 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 707 | 27.39 | 373 | 34.30 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 145,965 | 5.63 | 76,943 | 9.61 | ||||
| 2025-04-15 | 13F | SG美洲证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 19,517 | -11.27 | 10,291 | -7.92 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 9,994 | -0.07 | 5,270 | 3.70 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 211 | 111 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 154 | -73.68 | 0 | |||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,315 | -0.03 | 34,967 | 3.74 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 117,209 | -0.14 | 62 | 3.39 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 90 | 47 | ||||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 4,575 | 0.00 | 2,412 | 3.79 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 7,635 | 8.73 | 3,818 | 4.26 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 1,784 | 6.19 | 940 | 10.20 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 892 | -1.87 | 470 | 1.95 | ||||
| 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 | 88,902 | 0.00 | 44,455 | -4.10 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 8,846 | 6.09 | 4,665 | 10.10 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 2,338 | -3.27 | 1,233 | 0.33 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 87,908 | 1.39 | 46,353 | 5.23 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 492 | 0.41 | 259 | 4.44 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 7,237 | 13.68 | 3,816 | 18.00 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 98,099 | -1.19 | 51,727 | 2.55 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 7,960 | 0.00 | 3,980 | -4.10 | ||||
| 2025-05-14 | 13F | Lionshead 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 879 | 0.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 89,177 | -6.36 | 47,022 | -2.82 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 456 | -19.58 | 241 | -16.32 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 253 | 133 | ||||||
| 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 | 259 | 0.00 | 130 | -4.44 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 705 | 6.33 | 144 | 13.49 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 86,175 | -0.50 | 43,092 | -4.57 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 955 | -9.48 | 504 | -6.16 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 2,497 | 1.01 | 1,317 | 6.13 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 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 | 8,147 | 2.75 | 4,296 | 6.63 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 187 | -13.82 | 98 | -7.62 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 1,990 | -7.83 | 1,049 | -4.29 | ||||
| 2025-08-28 | NP | Acap战略基金 | 93,994 | 0.00 | 49,562 | 3.78 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 4,198 | 28.54 | 2,214 | 33.39 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 181 | 0.00 | 95 | 4.40 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 491 | -5.21 | 259 | -1.90 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 44,738 | 34.22 | 36,392 | 105.84 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 28,782 | 16.45 | 15,176 | 20.85 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 223,859 | -19.06 | 118 | -16.43 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 4,613 | 1.50 | 2,432 | 5.33 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 389 | -6.04 | 200 | -9.55 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 107,327 | 6.75 | 56,619 | 10.80 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 10,102 | 2.57 | 5,327 | 6.43 | ||||
| 2025-05-14 | 13F | 汇丰控股有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 251 | 18.96 | 128 | 20.95 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 765 | 7.59 | 403 | 11.63 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 7,692 | 5.46 | 4,055 | 9.42 | ||||
| 2025-05-12 | 13F | 基石投资者私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 4,374 | -7.55 | 2,243 | -11.17 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 26,489,666 | -2.93 | 13,967,736 | 0.73 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 3,514 | 1,853 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 245 | -2.00 | 129 | 1.57 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 33,959 | 11.45 | 16,981 | 6.89 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 954 | 12.10 | 477 | 7.67 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 1,695 | -6.46 | 894 | -2.93 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 741 | 0.27 | 391 | 4.00 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 5,751 | 0.00 | 3,032 | 3.76 | ||||
| 2025-04-10 | 13F | 库珀投资者有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 16,056 | 0.00 | 8,466 | 3.78 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 2,500 | 0.00 | 1,318 | 3.78 | |||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 221,778 | -1.58 | 116,941 | 2.14 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,464 | -10.29 | 772 | -7.00 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 625 | 0.00 | 330 | 3.79 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | 剪刀尾财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 204 | 0.00 | 0 | |||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 9,831 | 0.00 | 5,184 | 3.76 | ||||
| 2025-07-10 | 13F | 管理顾问有限责任公司 | 438 | 1.39 | 231 | 5.02 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 13,296 | 0.11 | 7,009 | 3.87 | ||||
| 2025-08-06 | 13F | 金融替代公司 | 548 | 0.00 | 289 | 3.60 | ||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 652 | 0.00 | 344 | 3.63 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 679,136 | 0.36 | 358,102 | 104,302.62 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 133,662 | 0.52 | 66,838 | -3.59 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 9,733 | 2.59 | 5,132 | 5.92 | ||||
| 2025-08-12 | 13F | Coalescent Partners 投资管理有限合伙人 | 47,579 | 58.13 | 25,088 | 64.10 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 141 | 71 | ||||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 2,423 | -2.53 | 1,278 | 1.11 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 515 | 0.00 | 272 | |||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 2,501 | 0.00 | 1,319 | 3.78 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 4,736 | 2.93 | 2,497 | 6.85 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,841 | -1.39 | 4,662 | 2.33 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 680 | 15.25 | 359 | 19.73 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 5,303 | -1.49 | 2,796 | 2.23 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 475 | 0.21 | 250 | 4.17 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,581,541 | -13.13 | 833,930 | -9.85 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 157,900 | 83,259 | |||||
| 2025-07-29 | 13F | Crux 财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 115 | -97.99 | 61 | -97.94 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 8 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 203 | 14.69 | 107 | 20.22 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 4,754 | -8.08 | 2,507 | -4.61 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 922 | 486 | ||||||
| 2025-08-19 | 13F | Marex 集团 | 100,058 | 52,760 | ||||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 4,512 | 2,256 | ||||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 290 | -35.12 | 150 | -33.92 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 411 | -1.91 | 217 | 1.89 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 25,159 | 13,266 | ||||||
| 2025-07-30 | 13F | 财务视角公司 | 519 | 2.57 | 274 | 3.80 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 18,757 | -0.14 | 9,890 | 3.63 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 25,600 | 53.29 | 13,499 | 59.08 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 1,784 | -24.50 | 941 | -21.67 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 588,958 | -10.53 | 310,552 | -7.15 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 350 | -3.31 | 185 | 0.55 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 51,864 | -3.58 | 27,347 | 0.06 | ||||
| 2025-08-07 | 13F | 第1620章 | 4 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 753 | 151.84 | 386 | 142.77 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 471 | -3.88 | 248 | 0.00 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 40 | 21 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,485 | -0.54 | 783 | 3.30 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 12,502 | 3.20 | 6,592 | 7.10 | ||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 94,767 | -3.37 | 49,970 | 0.28 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘核心 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 | 577 | 24.09 | 289 | 19.01 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 20,100 | 0.00 | 10,598 | 3.76 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 965 | -44.76 | 509 | -42.73 | ||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 5,261 | -1.16 | 2,774 | 10.83 | ||||
| 2025-08-11 | 13F | 信托银行 | 5,858 | 0.90 | 3,089 | 4.68 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 412 | -11.97 | 217 | -8.44 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 4,291 | -5.57 | 2,263 | -2.04 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 742 | -8.85 | 391 | -5.33 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 111 | 0.00 | 59 | 3.57 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 571 | -0.17 | 301 | 3.79 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 11,687 | -3.98 | 6,162 | -0.36 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 10,324 | 0.00 | 5,444 | 3.78 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 16,492 | 0.00 | 8,696 | 3.78 | ||||
| 2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 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 | 25,400 | 0.00 | 13,027 | -3.91 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 876 | 16.64 | 449 | 12.25 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 517 | 12.64 | 272 | 16.74 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 602 | 6.93 | 317 | 10.84 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 15,947 | 5.50 | 8,179 | 1.36 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 1,157 | 1.31 | 610 | 5.17 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 4,134 | -2.41 | 2,180 | 1.25 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 100,000 | 52,729 | |||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 2,951 | 9.95 | 1,556 | 14.16 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,935 | -2.86 | 1,020 | 0.79 | ||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 1,024 | 0.00 | 540 | 3.65 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 2,297 | 0.00 | 1,211 | 3.77 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 10,601 | 1.30 | 5,437 | -2.67 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 32,490 | 1.37 | 17,132 | 5.19 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 25,067 | -1.81 | 12,535 | -5.84 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 8 | 0.00 | 4 | 0.00 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 22,163 | -2.79 | 11,686 | 0.89 | ||||
| 2025-06-27 | NP | BBHLX - BBH 合作伙伴基金 - 国际股票 I 类股票 | 16,713 | -45.89 | 8,357 | -48.10 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 115,903 | 55.33 | 60,283 | 60.02 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 6 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 320,998 | -14.87 | 169,259 | -11.66 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 38,100 | -27.98 | 19,725 | -25.80 | |||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 571 | -0.87 | 290 | 1.05 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 7,624 | 2.90 | 4,020 | 6.80 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 19,200 | -55.45 | 9,940 | -54.10 | |||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 4,794 | -15.95 | 2,528 | -12.80 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 8,848 | 0.00 | 4,665 | 3.78 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,021 | -22.36 | 538 | -19.46 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 920 | 0.00 | 485 | 3.85 | ||||
| 2025-07-29 | 13F | Dale Q Rice 投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 19,973 | 0.99 | 10,532 | 4.80 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 3,028 | -2.23 | 1,597 | 1.46 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,529 | 16.28 | 1,285 | 18.56 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 36,881 | 18,442 | ||||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,940 | 1,023 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 128 | 113.33 | 67 | 123.33 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,445 | 34.19 | 1,289 | 39.35 | ||||
| 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 | 17,488 | -1.23 | 9,221 | 2.50 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 959 | 822.12 | 478 | 817.31 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 5,973 | -0.65 | 3,150 | 3.11 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,337 | 0.00 | 3,250 | -3.93 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 274 | 0.00 | 144 | 3.60 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 16,643 | 5.47 | 8,776 | 9.47 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,879 | 15.21 | 988 | 19.78 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 4,020 | 0.00 | 2,120 | 3.77 | ||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 447,813 | -10.08 | 236,127 | -6.68 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 102,421 | -1.32 | 54,006 | 2.40 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,367 | -33.10 | 1,248 | -30.55 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 10,068 | 4.20 | 5,309 | 8.13 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 964 | 4.44 | 508 | 8.32 | ||||
| 2025-05-28 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 4,422 | -0.09 | 2,211 | -4.16 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 21,460 | 89.19 | 11,316 | 96.34 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 681 | -2.99 | 359 | 0.84 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 6,101 | 16.86 | 3,129 | 12.28 | ||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 186,244 | -7.17 | 93,131 | -10.98 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 2 | 1 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 79,291 | 609,830.77 | 41,809 | 696,716.67 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 2,400 | -33.33 | 1,265 | -30.84 | |||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,615 | -29.32 | 852 | -26.70 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,866 | 2.58 | 984 | 6.39 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 412 | -0.24 | 216 | 3.35 | ||||
| 2025-06-23 | NP | 税务管理多股成长投资组合 - 税务管理多股成长投资组合 | 5,966 | 0.00 | 2,983 | -4.08 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 5,000 | 212.50 | 2,636 | 224.63 | |||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 2,473 | -0.60 | 1,304 | 3.16 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,629 | 32.96 | 4,550 | 37.97 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 101 | -1.94 | 53 | 1.92 | ||||
| 2025-07-16 | 13F | 赛普拉斯基金有限责任公司 | 105,613 | 0.00 | 55,689 | 3.78 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 45,707 | -6.86 | 24,101 | -3.34 | ||||
| 2025-03-24 | 13F | 支点股权管理 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -8,026 | -9.83 | -4,232 | -4.51 | |||
| 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 | 488 | 47.43 | 250 | 42.05 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,408 | 23.30 | 1,270 | 27.92 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 4,131 | 2,066 | ||||||
| 2025-08-14 | 13F | 光圈投资者有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 15,924 | -14.27 | 8,397 | -11.03 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 42 | 0.00 | 22 | 4.76 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -287 | 3.99 | ||||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 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 | 445 | -58.45 | 228 | -60.07 | ||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 5,490 | 3.58 | 2,895 | 7.50 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 11,733 | 0.00 | 6,187 | 2.81 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 11,492 | -0.99 | 6,060 | 2.75 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 603 | 0.84 | 318 | 4.61 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 1,172 | 0.00 | 618 | 3.70 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 320,628 | -10.83 | 169 | -7.14 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 596 | 0.51 | 314 | 4.32 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 13,978 | 73.30 | 7,031 | 64.35 | ||||
| 2025-05-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 2,257 | -27.26 | 1,147 | -25.83 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 2,006 | -1.91 | 1,058 | 1.83 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 3,877 | -0.64 | 2,044 | 3.13 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 3,540 | -41.70 | 1,799 | -40.54 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 1 | -50.00 | 0 | |||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 418 | -10.68 | 220 | -7.17 | ||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 61,782 | -3.19 | 32,577 | 0.47 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 921 | 5.74 | 486 | 9.73 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 22 | 0.00 | 12 | 0.00 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 495 | -0.20 | 261 | 3.57 | ||||
| 2025-08-05 | 13F | 好事达公司 | 716 | -92.06 | 378 | -91.77 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 3,045 | -3.24 | 2 | 0.00 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 2,920 | -21.08 | 1,540 | -18.09 | ||||
| 2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 78,925 | -2.43 | 41,616 | 1.26 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 1,447 | 0.42 | 735 | 2.51 | ||||
| 2025-05-12 | 13F | 花旗集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 9,079 | 0.18 | 4,787 | 3.97 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 26,743 | -1.05 | 14 | 7.69 | ||||
| 2025-08-26 | NP | WFSTX - 富国银行专业技术基金 A 类 | 24,785 | 0.00 | 13,069 | 3.77 | ||||
| 2025-04-01 | 13F | 卡伦投资集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 17,100 | 0.00 | 9,017 | 3.78 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 303,802 | 0.31 | 160,192 | 4.10 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 12 | 0.00 | 6 | 0.00 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 315 | 104.55 | 158 | 96.25 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 53,893 | -4.64 | 27,640 | -8.37 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,573 | -4.86 | 7,684 | -1.27 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,127 | 15.59 | 22,118 | 11.07 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 4,267 | 165.20 | 2,250 | 175.28 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,275 | 0.16 | 654 | -3.83 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,812 | 11.37 | 955 | 15.62 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 103 | 243.33 | 0 | |||||
| 2025-08-28 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 1,322 | 7.57 | 689 | 16.78 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -3,155 | -293.32 | -1,664 | -300.60 | |||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 8,032 | -63.86 | 4,235 | -62.50 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 1,674 | 10.64 | 883 | 14.84 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 11,786 | 32.07 | 6,215 | 37.05 | ||||
| 2025-05-08 | 13F | SPC 金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 456,518 | 0.00 | 240,717 | 3.78 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,935 | 9.11 | 1,547 | 13.25 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 203 | 14.69 | 107 | 20.22 | ||||
| 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 | 316,254 | 2.16 | 162,194 | -1.84 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 1,964 | -25.15 | 1,017 | -22.91 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 51,301 | -1.10 | 27,051 | 2.64 | ||||
| 2025-05-28 | NP | 贝莱德科技信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,313 | -3.95 | 6,256 | -2.01 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 28 | 55.56 | 14 | 55.56 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 2,436 | -31.11 | 1,284 | -28.51 | ||||
| 2025-04-29 | 13F | 穆迪奥尔德里奇合伙公司 | 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 | 312 | 5.76 | 165 | 10.07 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 812 | 23.22 | 428 | 28.14 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 7,842 | 0.00 | 4,135 | 3.79 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 683 | -1.16 | 360 | 2.56 | ||||
| 2025-08-27 | NP | ESEAX - 伊顿万斯亚特兰大资本精选股票基金 A 类 | 34,732 | 0.00 | 18,314 | 3.77 | ||||
| 2025-08-07 | 13F | 杰克逊希尔顾问有限公司 | 34,500 | 4.55 | 18,192 | 8.49 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 21,763 | 7.03 | 11,161 | 2.84 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 958 | 2.79 | 505 | 6.77 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 552 | -4.33 | 283 | -7.82 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 897 | 0.00 | 473 | 3.74 | ||||
| 2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 2,059 | -2.69 | 1,046 | -0.66 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 67,411 | 0.99 | 33,709 | -3.15 | ||||
| 2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 30,738 | -0.54 | 16,208 | 3.22 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 2,712 | -48.68 | 1,442 | -46.31 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 10 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,227 | 24.16 | 2,756 | 28.85 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 25,634 | 2.63 | 13,147 | -1.38 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 21,512 | 1.24 | 11,343 | 5.08 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 89,871 | -1.03 | 47,389 | 2.86 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 284 | 42.00 | 150 | 47.52 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 11,371 | -3.80 | 5,996 | -0.17 | ||||
| 2025-07-23 | NP | SBLGX - ClearBridge 大盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 325,522 | -16.44 | 166,947 | -19.71 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 12,023 | -11.71 | 6,340 | -8.37 | ||||
| 2025-09-05 | 13F | 盖尔有限责任公司 | 11,481 | -13.73 | 6,054 | 100,783.33 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 34,359 | 62.73 | 18,117 | 68.88 | ||||
| 2025-03-27 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 232 | 24.06 | 121 | 34.83 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 3,766 | 1.65 | 1,986 | 5.47 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 14,389 | 20.42 | 8 | 16.67 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 5,906 | 2.82 | 3,114 | 6.68 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 18,004 | -0.78 | 9,493 | 2.97 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 937 | 12.48 | 494 | 16.78 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 116,821 | -2.50 | 61,595 | 1.17 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 1,654 | 8.96 | 872 | 13.10 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 7,995,078 | 1.69 | 4,215,727 | 5.53 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 390 | 206 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 2,092 | 1,073 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 9,675 | -6.78 | 5,102 | -3.26 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 11,834 | 5.39 | 6,240 | 9.36 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 35,131 | 0.91 | 18,524 | 4.73 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | NP | VCSTX - 科学技术基金 | 18,588 | 22.77 | 9,921 | 25.42 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 10,580 | 77.61 | 5,579 | 84.34 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 4,075 | -2.18 | 2,110 | 0.76 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 1,096 | 8.51 | 578 | 12.48 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 295 | -73.25 | 156 | -72.32 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,195 | 25.21 | 1,157 | 30.00 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 20,700 | 11.68 | 10,970 | 16.57 | ||||
| 2025-05-22 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 168 | 33.33 | 85 | 37.10 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 4,983 | -4.41 | 2,627 | -0.79 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 35,187 | 28.28 | 18,554 | 33.12 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 13,286 | -2.14 | 7,006 | 1.57 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 787 | 6.64 | 415 | 10.40 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 5,052 | -30.38 | 2,664 | -27.77 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 583 | 18.50 | 0 | |||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 4,875 | 2.09 | 2,539 | 5.44 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 21,020 | -0.96 | 11,084 | 2.78 | ||||
| 2025-08-14 | 13F | 绝对合作伙伴 Gestao de Recursos Ltda | 417 | -85.98 | 220 | -85.51 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 6,800 | 466.67 | 3,586 | 488.67 | |||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,118 | -1.24 | 590 | 2.43 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 268,000 | 13.56 | 141,314 | 17.85 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 19,260 | -2.44 | 9,878 | -6.26 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 11,236 | 1.37 | 5,924 | 5.20 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 5,267 | 1.41 | 2,777 | 5.23 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 2,631 | -0.98 | 1,387 | 2.74 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 231,362 | 3.66 | 121,965 | 7.51 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 573 | -2.39 | 302 | 10.62 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 721,874 | -2.14 | 380,637 | 1.56 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 79,871 | -2.34 | 42,115 | 1.35 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 14,154 | 7,463 | ||||||
| 2025-04-11 | 13F | 派恩斯财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 41 | 0.00 | 22 | 5.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 40,300 | -12.20 | 21,250 | -8.88 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 446 | -4.90 | 235 | -1.26 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 8,989 | 4,740 | ||||||
| 2025-07-28 | 13F | 邓克街公司 | 11,327 | -0.63 | 5,973 | 3.13 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 221,303 | 11.91 | 115 | 17.35 | ||||
| 2025-08-05 | 13F | 林伍德普莱斯资本管理有限公司 | 23,500 | 102.59 | 12,391 | 110.27 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 500 | 0.00 | 250 | -3.85 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 530 | 2.51 | 280 | 6.49 | ||||
| 2025-04-29 | 13F | 康普顿财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 30 | -50.00 | 15 | -51.61 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 63,638 | -0.95 | 33,556 | 2.79 | ||||
| 2025-08-14 | 13F | 布雷顿资本管理有限责任公司 | 9,300 | 0.00 | 4,904 | 3.77 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 1,712 | -1.72 | 903 | 1.92 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 390 | -55.28 | 195 | -57.05 | ||||
| 2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 1,988 | 90.79 | 1,048 | 98.11 | ||||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 505 | -9.01 | 266 | -5.34 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 986 | -0.80 | 520 | 2.77 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 221 | 0.45 | 111 | 20.88 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 883 | 0.00 | 466 | 3.79 | ||||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 509,259 | -3.46 | 261,179 | -7.24 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 5,893 | -1.09 | 3,107 | 2.64 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 105 | 26.51 | 55 | 30.95 | ||||
| 2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 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 | 82,903 | 13.19 | 42,518 | 8.76 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 200 | 0.00 | 105 | 3.96 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 7,350 | -4.07 | 3,875 | -0.44 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 26,175 | 4.04 | 13,802 | 7.97 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 2,736 | 362.94 | 1,390 | 372.79 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 22 | 0.00 | 12 | 0.00 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 612 | 0.00 | 323 | 3.87 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 422 | -13.35 | 223 | -10.12 | ||||
| 2025-08-25 | NP | HADAX - 哈特福德平衡 Hls 基金 Ia | 24,886 | -15.27 | 13,122 | -12.07 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 17,538 | 0.12 | 64 | 23.53 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 132,584 | 11.13 | 69,910 | 15.32 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 528 | 21.10 | 0 | |||||
| 2025-07-16 | 13F | Embree金融集团 | 1,031 | 3.51 | 544 | 7.31 | ||||
| 2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 15,474 | -8.56 | 8,159 | -5.11 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 16,357 | 1.30 | 8,625 | 5.12 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,985 | 35.37 | 1,574 | 40.45 | ||||
| 2025-03-27 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 506 | -51.81 | 264 | -48.23 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,742 | -39.96 | 18,373 | -42.42 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 8,627 | 0.00 | 4,549 | 3.76 | ||||
| 2025-08-14 | 13F | Xponance公司 | 52,275 | 5.10 | 27,564 | 9.08 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 3,796 | -0.34 | 2,002 | 3.41 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 51,914 | -33.26 | 27,374 | -30.75 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 4,216 | 0.00 | 2,223 | 3.78 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 1,023 | -0.68 | 539 | 3.06 | ||||
| 2025-03-26 | NP | NUGAX - Nuveen Santa Barbara 全球股息增长基金 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 | 374 | -4.59 | 195 | 3.72 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 571,658 | -6.83 | 302 | -3.53 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 27 | 0.00 | 14 | 7.69 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 175 | 0.00 | 92 | 4.55 | ||||
| 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 | 6,857 | -12.75 | 3,616 | -9.47 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 6,410 | 4.88 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 645 | -0.62 | 340 | 3.34 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 490 | 0.00 | 258 | 4.03 | ||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 9,500 | 0.00 | 5,009 | 3.79 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 7,776 | -1.76 | 3,988 | -5.61 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 435 | -9.00 | 229 | -5.37 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德长期美国股票 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 | 733 | -34.73 | 367 | -37.44 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 23 | 0.00 | 12 | 9.09 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 722 | -12.06 | 381 | -8.87 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 3,028 | -2.23 | 1,597 | 1.46 | ||||
| 2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 15,827 | -8.86 | 8,345 | -5.42 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 911 | 2.02 | 480 | 5.96 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 18,209 | -6.02 | 7,747 | -9.23 | ||||
| 2025-07-08 | 13F | 红云杉资本有限责任公司 | 1,444 | -1.50 | 761 | 2.28 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 1,426 | 0.00 | 752 | 4.16 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 4,136 | 4.82 | 2,181 | 8.78 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 2,718 | 0.00 | 1,394 | -3.93 | ||||
| 2025-05-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 9,380 | -36.51 | 4,766 | -35.23 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 119 | -61.86 | 63 | -60.76 | ||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 19,138 | 0.00 | 10,091 | 3.77 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 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 | 167 | 10.60 | 84 | 6.41 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 2,723 | 0.15 | 1,436 | 3.91 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 1,930 | 35.92 | 1,018 | 41.05 | ||||
| 2025-08-13 | 13F | Ycg有限公司 | 81,632 | -0.98 | 43,044 | 2.76 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 17 | -74.63 | 9 | -76.47 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 671 | -0.15 | 354 | 3.52 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 6,200 | -35.74 | 3,269 | -33.33 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 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 | 1,384 | -5.66 | 692 | -9.42 | ||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 7,241 | -1.35 | 3,818 | 2.41 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 612,919 | 3.91 | 323,186 | 7.83 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 2,586 | -15.02 | 1,293 | -11.50 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 30,644 | 0.35 | 16,158 | 4.14 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 11,767 | -3.22 | 6,205 | 0.44 | ||||
| 2025-07-31 | 13F | 圣天诺信托公司Lba | 12,729 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 4,528 | 760.84 | 2,388 | 794.01 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 5,742 | 2.59 | 3,028 | 6.47 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 6,669 | 8.83 | 3,517 | 12.95 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 4,552 | 4.64 | 2,400 | 8.60 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 64,569 | 53.28 | 34,047 | 59.07 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 67,357 | -0.49 | 35,517 | 3.27 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 31,924 | 0.93 | 16,833 | 4.75 | ||||
| 2025-05-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 6,434 | 49.07 | 3,269 | 52.12 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 138,300 | 75.29 | 72,924 | 81.91 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 3,098 | 4.03 | 1,634 | 7.93 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 75 | 0.00 | 40 | 2.63 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 10,270 | -42.31 | 5,415 | -40.13 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 2,959 | 2.25 | 1,560 | 6.12 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 1,974 | 2.65 | 1,040 | 6.35 | ||||
| 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 | 94,422 | -0.36 | 47,216 | -4.44 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 12,932 | -16.74 | 6,819 | -13.60 | ||||
| 2025-05-14 | 13F | ZEGA 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 1,983 | 0.00 | 1,017 | -3.88 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 2 | ||||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 947 | 1.72 | 499 | 5.50 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,516 | 40.89 | 799 | 46.34 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 35 | -97.91 | 18 | -97.88 | ||||
| 2025-06-27 | NP | GURU - 全球 X Guru 指数 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 | 1,085 | -27.62 | 543 | -30.60 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 55,329 | 28.91 | 29,175 | 33.78 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 5,109 | 1.55 | 2,694 | 5.36 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 487 | 2.74 | 244 | -1.62 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 12 | 9.09 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 260,316 | 1.50 | 137,790 | 5.18 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 14,312 | -10.41 | 7,547 | -7.02 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 36,000 | -1.73 | 18,982 | 1.98 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 1,052 | -0.47 | 555 | 3.17 | ||||
| 2025-06-26 | NP | 贝莱德长期股票基金 - 贝莱德长期股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 151,056 | -10.04 | 75,536 | -13.72 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 4 | 2 | ||||||
| 2025-07-28 | NP | UYG - ProShares Ultra 金融 | 26,946 | -3.92 | 13,820 | -7.68 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 52,300 | 13.94 | 28 | 17.39 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 2,783,024 | 0.20 | 1,467,461 | 3.99 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 167,259 | 51.35 | 88,194 | 57.07 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 174 | 0.00 | 92 | 3.41 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 42,672 | -26.96 | 22,500 | -24.20 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 8,396 | 4,427 | ||||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 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 | 3,398 | 0.00 | 1,792 | 3.77 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 746 | 393 | 18.37 | |||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 800 | -27.27 | 422 | -24.55 | |||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 495 | 0.00 | 261 | 3.98 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 722 | -20.92 | 381 | -18.10 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 2,722 | 30.99 | 1,436 | 35.89 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 551 | 323.85 | 291 | 339.39 | ||||
| 2025-06-24 | NP | FCIRX - MainStay PineStone International A 类股票基金 | 54,383 | -5.72 | 27,194 | -9.58 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 6,303 | -2.26 | 3,324 | 1.40 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 1,849 | 975 | ||||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 3 | -94.44 | 1 | -96.30 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 18 | 38.46 | 9 | 50.00 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 1,559 | -4.00 | 800 | -7.74 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 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 | 2,146 | 120.78 | 1,132 | 129.41 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 1,163 | 0.00 | 613 | 3.90 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 21,371 | 223.66 | 11,269 | 235.96 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 765 | 6.84 | 403 | 11.02 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,188 | 34.85 | 604 | 37.67 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 14,039 | -0.51 | 7,403 | 3.25 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 745 | 112.86 | 393 | 121.47 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 23,134 | 4.28 | 12,198 | 8.22 | ||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 1,542 | -43.58 | 771 | -45.89 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 3,262 | 14.54 | 1,720 | 18.87 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 2,927 | 1,543 | ||||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 1,411 | -1.19 | 744 | 2.62 | ||||
| 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 | 6,999 | 5.09 | 3,691 | 9.07 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 462 | 0.00 | 244 | 3.85 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 5,400 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 7,141 | 0.00 | 3,765 | 3.78 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 221,972 | -5.48 | 117,044 | -1.91 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 4,309 | -22.79 | 2,210 | -25.82 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 1,607 | 206.68 | 848 | 218.42 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,472 | -12.07 | 776 | -8.82 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 7,020 | -8.97 | 3,702 | -5.54 | ||||
| 2025-08-14 | 13F | 狮石资本管理有限公司 | 84,000 | 0.00 | 44,292 | 3.78 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | DFDPX - DF Dent Premier 成长基金 | 14,715 | -9.36 | 7,759 | -5.94 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 936 | -32.47 | 494 | -29.97 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 851 | 0.00 | 449 | 3.70 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 3,079 | -50.01 | 1,619 | -48.21 | |||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 616 | -66.41 | 325 | -65.20 | ||||
| 2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 9,051 | 69.05 | 4,642 | 62.44 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 1,047 | 552 | ||||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 3,135 | 0.00 | 1,568 | -4.10 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 11,685 | 5.46 | 6,161 | 9.45 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 542,279 | -1.02 | 285,938 | 2.72 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 712 | -36.49 | 375 | -34.09 | ||||
| 2025-07-21 | 13F | 坦格尔伍德财富管理公司 | 400 | 211 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 2,597 | 1,369 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 315 | 38.77 | 162 | 33.06 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 5,091 | -15.95 | 2,546 | -19.41 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 27,316 | -1.58 | 14 | 0.00 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 4,415 | -12.26 | 2,328 | -8.96 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 1,794 | -17.21 | 920 | -0.86 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 838 | -7.51 | 0 | |||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 384 | 202 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 2,965 | 7.66 | 1,563 | 4.69 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 336,752 | 0.00 | 177,566 | 3.78 | ||||
| 2025-08-27 | NP | ARTHX - Artisan 全球股票基金投资者股票 | 6,616 | -5.32 | 3,489 | -1.75 | ||||
| 2025-08-22 | NP | FMAGX - 富达麦哲伦基金 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 | 1,075,009 | -4.12 | 566,841 | -0.50 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 14,886 | 0.00 | 8 | 0.00 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 18,228 | -1.18 | 9,115 | -5.23 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 19,309 | -3.18 | 10,181 | 0.47 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 5,400 | 0.00 | 2,847 | 3.79 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 50,000 | 0.00 | 26,364 | 3.77 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 173,123 | -1.82 | 91,286 | 1.89 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 1,355 | -14.02 | 714 | -10.75 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 29 | -9.38 | 15 | -6.25 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 208 | -33.12 | 104 | -35.80 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 190 | 9.83 | 100 | 14.94 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 48,676 | -4.86 | 26 | 0.00 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 9,769 | 7.32 | 5,151 | 11.37 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 335 | 0.00 | 177 | 3.53 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | -25.00 | 158 | -22.17 | |||
| 2025-08-14 | 13F | 公共投资基金 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 3,754 | 0.16 | 1,925 | -3.75 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 1,648 | 39.07 | 869 | 44.19 |
