机构投资人持股和股东
U.S. Bancorp (MX:USB) 有 2816 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 1,425,583,602 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Fmr Llc, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, MUFG Bank, Ltd., VFINX - Vanguard 500 Index Fund Investor Shares, Jpmorgan Chase & Co, SCHD - Schwab U.S. Dividend Equity ETF, and Geode Capital Management, Llc .
U.S. Bancorp (BMV:USB)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。
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | 博克夫，那 | 205,952 | 6.25 | 9,319 | 13.88 | ||||
| 2025-06-25 | NP | CESGX - Coho相对价值ESG基金 | 31,871 | -2.55 | 1,286 | -17.73 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 56,097 | 15.43 | 2,445 | 7.28 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 18,444,008 | -2.81 | 834,591 | 4.17 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 27,275 | 2.48 | 1,234 | 9.88 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 291,714 | 1.98 | 13,200 | 9.31 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 14,614 | -97.04 | 617 | -97.39 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 22,458 | -10.41 | 1,016 | -3.97 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 23,679 | 1,071 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 601 | 0.00 | 27 | 8.00 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 7,174 | 0.00 | 325 | 7.28 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型价值投资组合 A 类 | 27,119 | -0.06 | 1,227 | 7.16 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 77,635 | 6.41 | 3,384 | -1.08 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 858,314 | 2.99 | 39 | 8.57 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 234,955 | 2.19 | 10,628 | 9.50 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 42,657 | 1.11 | 1,952 | 8.27 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 325,193 | 0.00 | 14,715 | 7.17 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 8,444 | -18.38 | 341 | -31.17 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 61,928 | 3.29 | 2,802 | 10.71 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 568,999 | 0.00 | 22,953 | -15.57 | ||||
| 2025-06-26 | NP | DUSA - 戴维斯精选美国股票 ETF | 1,012,196 | 44.77 | 40,832 | 22.23 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 96 | 0.00 | 4 | -25.00 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 19,331,637 | 29.84 | 874,757 | 39.16 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 82,524 | 1.94 | 3,734 | 9.28 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 11,036 | -7.83 | 513 | 1.58 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 51,415 | -0.40 | 2,327 | 6.75 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 130 | 8.33 | 6 | 0.00 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 3,121,530 | -13.05 | 136,067 | -19.18 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 4,222 | 107.06 | 191 | 122.09 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 14,117 | 12.21 | 639 | 20.15 | ||||
| 2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 19,077 | -55.79 | 873 | -52.69 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 2,891 | 66.15 | 0 | |||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 420,527 | -32.74 | 19,029 | -27.92 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 34,081 | -5.31 | 1,542 | 1.51 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 887 | 0.00 | 40 | 8.11 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 23,594 | -0.50 | 1,068 | 6.59 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 93,742 | -1.70 | 4,242 | 5.34 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 78,049 | -19.33 | 3,532 | -1.06 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 6,288 | 286 | ||||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,774 | 6.29 | 77 | -1.28 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 20,508 | -31.37 | 894 | -36.26 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,278 | -0.60 | 3,633 | 6.54 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 119,983 | 64.85 | 5,429 | 76.67 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 201,114 | -1.26 | 9,100 | 5.83 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 2,607,249 | -3.06 | 117,978 | 3.90 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 167,023 | -0.48 | 7,558 | 6.65 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 90,815 | 3.08 | 4,109 | 10.49 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 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 | 237,790 | 0.76 | 10,365 | -6.34 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6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 | 124,569 | -7.18 | 5,430 | -13.74 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 8,611 | 1,204.70 | 347 | 1,019.35 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 632,818 | 109.24 | 28,635 | 124.27 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 10,662 | 0.00 | 482 | 7.11 | ||||
| 2025-08-01 | 13F | Swf有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 12,237 | 23.10 | 554 | 31.98 | ||||
| 2025-04-23 | 13F | GenTrust 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 640,217 | -2.85 | 28,970 | 4.12 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 9,931,308 | 4.70 | 449,392 | 12.21 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 5,176 | 0.50 | 0 | |||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 5,273 | -0.02 | 239 | 7.21 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 31,880 | 0.63 | 1,443 | 7.85 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 11,250 | 55.88 | 509 | 67.43 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 52 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 842 | 78.01 | 38 | 100.00 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 1,352 | -21.89 | 61 | -16.44 | ||||
| 2025-04-25 | 13F | 奥古斯丁资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 三角帆信托基金 | 5,798 | 12.26 | 262 | 20.18 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 9,409 | 4.60 | 410 | -2.61 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 265 | 0.00 | 12 | 0.00 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 5,723 | -11.70 | 259 | -5.49 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 28,925 | 3.99 | 1,309 | 11.41 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 5,676 | -14.45 | 257 | -8.57 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 7,980 | 223.08 | 361 | 247.12 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 15,138 | -84.60 | 685 | -83.51 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 652 | 0.00 | 30 | 7.41 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 5,090 | -8.94 | 230 | -2.54 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 11,070 | 0.00 | 501 | 7.07 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 201 | -60.04 | 9 | -57.14 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 5,517 | 250 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 2,406,013 | 0.47 | 108,872 | 7.68 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 110 | 0.00 | 5 | -20.00 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 21,403 | -6.59 | 968 | 0.10 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | PEY - 景顺高收益股票股息实现者 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 472,204 | 13.48 | 19,049 | -4.19 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 6,413 | -9.75 | 290 | -3.33 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 15,691 | 58.21 | 710 | |||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 300 | -52.61 | 14 | -50.00 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 1,065 | -16.54 | 48 | -9.43 | ||||
| 2025-08-06 | 13F | Axim 规划与财富 | 15,423 | 0.00 | 698 | 7.07 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 330,139 | 0.00 | 14,939 | 7.17 | ||||
| 2025-05-02 | 13F | 认可投资者服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 5,384 | 0.00 | 244 | 7.05 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 10,968 | -76.44 | 498 | -74.73 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 23,837 | 8.23 | 1,039 | 0.68 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 598,204 | -75.25 | 27 | -73.53 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 71,577 | 1.63 | 3,239 | 8.91 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 6,620 | 0.00 | 300 | 15.89 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 41,473 | -9.68 | 1,877 | -3.20 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 6,851 | 0.00 | 310 | 7.27 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 329,723 | 66.30 | 13,301 | 15.29 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 7,468 | -7.52 | 338 | -0.88 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 22,870 | -2.44 | 1,035 | 4.55 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 42,428 | 3.06 | 1,920 | 10.41 | ||||
| 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 | 50,665 | -3.32 | 2,208 | -10.13 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 115,008 | -0.86 | 5,204 | 6.27 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 151,806 | 2.89 | 6,869 | 10.29 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 20,130 | -1.06 | 911 | 6.06 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 596 | 0.00 | 27 | 4.00 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 67,806 | -2.06 | 3,068 | 4.96 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 306,781 | -3.21 | 13,882 | 3.73 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 15 | 0.00 | 1 | |||||
| 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 | 1,441 | 129.82 | 65 | 150.00 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 108,824 | 0.09 | 4,924 | 7.28 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 49,703 | 0.18 | 2,249 | 7.40 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 9,140 | 12.84 | 414 | 21.11 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 31,900 | 21.76 | 1,443 | 30.47 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 4,071 | -6.65 | 184 | 0.00 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 13,009 | 0.00 | 589 | 7.10 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 8,073 | -37.18 | 365 | -32.66 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,175 | -3.53 | 53 | 3.92 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 117,886 | -0.13 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 90,658 | 2.14 | 4,147 | 9.39 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 22,502 | -4.85 | 1,018 | 2.00 | ||||
| 2025-04-17 | 13F | 毅力咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 50,000 | 0.00 | 2,180 | -7.08 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 68 | -70.94 | 3 | -66.67 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 800 | 0.00 | 37 | 5.88 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 56,642 | 4.42 | 2,285 | -11.85 | ||||
| 2025-06-30 | NP | IAUTX - 景顺股息收益基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | LCEAX - 景顺多元化股息基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 15,456 | -21.24 | 674 | -26.85 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 446 | 65.19 | 18 | 54.55 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Rising Dividends Fund C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 19,955 | 903 | ||||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 7,012 | -0.03 | 276 | -17.91 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 19,918 | 915 | ||||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 53,254 | -5.00 | 2,410 | 1.82 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 168,367 | 4.45 | 7,619 | 11.95 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 4,352 | 197 | ||||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 492,175 | 9.21 | 22,271 | 17.05 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 343 | 16 | ||||||
| 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 | 221,658 | 9.09 | 8,942 | -7.90 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 1,742 | -9.37 | 79 | -3.70 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,379 | -34.27 | 2,234 | -29.55 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 3,910 | 177 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 6,066 | 17.95 | 245 | -0.41 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 39,982 | 0.56 | 1,809 | 7.81 | ||||
| 2025-05-02 | 13F | 柏灵财富合伙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 837,265 | 1.11 | 38 | 8.82 | ||||
| 2025-08-13 | 13F | 卡尔森资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 6,130,533 | 7.36 | 247,306 | -9.36 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 9,572 | -1.85 | 433 | 5.35 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 217,956 | -42.32 | 8,792 | -51.30 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 59 | 247.06 | 3 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 12,599 | 0.00 | 570 | 7.34 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 911 | -13.32 | 44 | -8.51 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 320 | 0.00 | 14 | 7.69 | ||||
| 2025-05-09 | 13F | 马克西投资CY有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 500 | 25.00 | 23 | 37.50 | |||
| 2025-08-14 | 13F | 富国银行/百万 | 5,874,081 | -3.78 | 265,802 | 3.13 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 5,037 | -0.87 | 228 | 6.07 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 5,164 | -25.85 | 236 | -19.73 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 11,000 | 498 | |||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,928 | 3.91 | 292 | -8.18 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 23,478 | -44.93 | 1,062 | -41.00 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 554,504 | -0.88 | 25,091 | 6.24 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 11,674 | 25.12 | 493 | 10.31 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 1,126 | 14.08 | 51 | 21.95 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 438,958 | -4.54 | 19,863 | 2.31 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 596 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | Mission Creek 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | 精明顾问公司 | 6,351 | 287 | ||||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 20,950 | 0.00 | 948 | 7.13 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 3,684 | 167 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 9,151 | -7.23 | 414 | -0.48 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 4,720 | -83.07 | 213 | 7.04 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 948,423 | 6.14 | 42,916 | 13.75 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 3,586 | 0.00 | 156 | -7.14 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 381,101 | 0.62 | 17,245 | 7.84 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 587,001 | 65.64 | 26,563 | 77.53 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 13,895 | -2.22 | 629 | 4.84 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 201 | 0.50 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 10,744 | 486 | ||||||
| 2025-07-21 | 13F | Credential证券公司 | 26,619 | -4.96 | 1,331 | -5.87 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 24,429 | -34.61 | 1,031 | -42.27 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 61,516 | 19.58 | 2,784 | 28.19 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 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 | 115,678 | 22.62 | 4,666 | 3.53 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 4,805 | 0.00 | 217 | 7.43 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 11,100 | 0.00 | 502 | 10.57 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 20,034 | 133.41 | 936 | 170.23 | ||||
| 2025-08-14 | 13F | 德肖公司 | 1,288,794 | 232.23 | 58,318 | 256.09 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 6,222 | 282 | ||||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 56,271 | 2,546 | ||||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 5,816 | -9.65 | 263 | -14.33 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 3,107 | -9.65 | 125 | -23.78 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 8,951 | 9.59 | 405 | 17.73 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,471 | -7.42 | 118 | -7.81 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 50,463 | -5.28 | 2,283 | 1.51 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 600 | 27 | ||||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 4,314 | -7.60 | 195 | -1.02 | ||||
| 2025-08-12 | 13F | 联合银行 | 152,462 | -5.80 | 6,899 | 0.95 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 25,851 | 1.40 | 1,170 | 8.64 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 337 | 15 | ||||||
| 2025-05-15 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,549 | 70 | ||||||
| 2025-05-15 | 13F | 达美全球管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 5,574 | 19.36 | 252 | 27.92 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 4,700 | -6.91 | 213 | -0.47 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 267 | 23.04 | 12 | 33.33 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 97,551 | 0.00 | 4,414 | 7.19 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 1,338,036 | -3.13 | 60,546 | 3.82 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 37,418 | 1,712 | ||||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 17,122 | -16.71 | 775 | -21.26 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 28,265 | 1,279 | ||||||
| 2025-08-13 | 13F | 塞壬有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 19,189 | 17.62 | 878 | 26.01 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 2,729,136 | -11.33 | 123,493 | -4.97 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 29,865 | 1,351 | ||||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,442 | 25.81 | 654 | 34.92 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 131,369 | 1.02 | 5,944 | 8.27 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 18,760 | -5.05 | 849 | 1.68 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 144,391 | 26.56 | 6,534 | 35.65 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 220,000 | 0.00 | 8,875 | -15.57 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 53,194 | -1.05 | 2,407 | 6.08 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 17,309 | 220.54 | 783 | 244.93 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 176,561 | 2.56 | 7,989 | 9.92 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 439,310 | 1.21 | 19,879 | 8.47 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 200,184 | 8,075 | ||||||
| 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 | 34,876 | -10.54 | 1,578 | -4.07 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 30,262 | 0.57 | 1,369 | 7.80 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 34,388 | 9.23 | 1,556 | 17.08 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 7,837 | -5.77 | 355 | 0.85 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 9,193 | 0.00 | 0 | |||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 92,036 | 4.48 | 4,012 | -2.90 | ||||
| 2025-05-14 | 13F | 伊塔乌联合银行控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 2,457 | -11.56 | 107 | -17.69 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 97,150 | 24.43 | 4,235 | 15.65 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 97,200 | 16.97 | 4,398 | 25.37 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 13,531 | -0.15 | 619 | 7.09 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 1,312 | 0.00 | 59 | 7.27 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 94,000 | -37.12 | 4,254 | -32.61 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 172,900 | -11.56 | 7,824 | -5.22 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 15,539,986 | -1.38 | 703,184 | 5.70 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 59,344 | -2.56 | 2,685 | 4.43 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 22,467 | -5.08 | 1,017 | 1.70 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,050 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 771,747 | -3.11 | 34,922 | 3.84 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 827 | 38 | ||||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,287,733 | -66.76 | 58,270 | -64.37 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 366,700 | 44.38 | 15,984 | 34.20 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 157,038 | 56.50 | 7,106 | 67.73 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 61,365 | -79.04 | 2,675 | -80.53 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 3,492 | 0.00 | 152 | -6.75 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 126,683 | 5.89 | 5,733 | 13.48 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 50,112 | 10.20 | 2,268 | 18.13 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 31,907 | 0.31 | 1,444 | 7.53 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 24,012 | -0.65 | 1,087 | 6.47 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 27,787 | 88.98 | 1,257 | 78.81 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 31,645 | -30.14 | 1,277 | -41.04 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 3,524 | 21.94 | 159 | |||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 222,264 | -2.42 | 10,057 | 4.59 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 113,500 | -16.36 | 5,136 | -10.37 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 62,450 | 4.98 | 2,826 | 12.50 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 20,162 | 0.12 | 912 | 7.29 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 14,125 | 0.30 | 639 | 7.58 | ||||
| 2025-05-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1 | 0 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 72,400 | -2.03 | 3,276 | 5.00 | |||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 6,740 | 10.91 | 272 | -6.55 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 249,266 | 6.09 | 11,279 | 13.70 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 21,246 | -1.30 | 857 | -16.63 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 4,270 | -4.62 | 1 | |||||
| 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 | 1,072,566 | -3.43 | 46,753 | -10.24 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 3,609,066 | 5.49 | 163,310 | 13.06 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,293 | 0.00 | 1,545 | -15.58 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 28,587 | -33.71 | 1,294 | -28.96 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 6,494 | -14.01 | 294 | -7.86 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 35,067 | -0.53 | 1,587 | 6.59 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 9,572 | -52.28 | 433 | -48.82 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 4,857 | 0.00 | 220 | 6.83 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 117,140 | 4.18 | 5,303 | 11.67 | ||||
| 2025-07-24 | 13F | 康宁公司 | 9,468 | -2.33 | 428 | 4.65 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 6,091 | -0.49 | 276 | 6.59 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 4,101 | 2.29 | 186 | 9.47 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 8,605 | -29.45 | 389 | -24.32 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 75,460 | 4.46 | 3,415 | 11.97 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 131,925 | 20.81 | 5,751 | 12.28 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 22,695 | -8.47 | 989 | -14.89 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,198 | 0.59 | 54 | 8.00 | ||||
| 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 | 2,735 | 0.00 | 124 | 13.89 | ||||
| 2025-08-11 | 13F | 信托银行 | 13,656 | 0.78 | 618 | 7.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 280,774 | -7.79 | 12,705 | -1.17 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 51,753 | -9.23 | 2,256 | -15.67 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 33,003 | 12.52 | 1,493 | 20.60 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 126 | 0.00 | 5 | -16.67 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 9,587 | 0.00 | 434 | 7.18 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 235,300 | 49.68 | 10,645 | 60.42 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 378,800 | -7.86 | 17,137 | -1.24 | |||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 65,525 | 0.00 | 2,965 | 7.19 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 6,138 | 2,652.47 | 278 | 2,977.78 | ||||
| 2025-07-16 | 13F | 子午线金融有限责任公司 | 5,449 | -3.47 | 247 | 3.36 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,316 | -15.75 | 1,747 | -28.87 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 1,400 | 75.00 | 63 | 85.29 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 68,100 | 1.04 | 3,082 | 8.30 | ||||
| 2025-08-07 | 13F | 第1620章 | 420 | -0.24 | 19 | 11.76 | ||||
| 2025-05-12 | 13F | 花旗集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,819 | 218 | ||||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 19 | 1 | ||||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 3,812 | 0.00 | 154 | 0.00 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 829 | -35.18 | 38 | -30.19 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 22,048 | -2.22 | 998 | 4.84 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 1,794 | 0.11 | 81 | 8.00 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 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 | 22,427 | 17.99 | 905 | -0.44 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 56,297 | 7.96 | 2,547 | 15.72 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 64 | 3 | ||||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 3,725 | 0.00 | 169 | 7.01 | ||||
| 2025-08-13 | 13F | 戴维斯资产管理有限合伙人 | 600,000 | 0.00 | 27,150 | 7.18 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 323,622 | -2.54 | 14,644 | 4.45 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 40,087 | 414.93 | 1,814 | 452.74 | ||||
| 2025-05-15 | 13F | 图标财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-28 | NP | AMRMX - 美国互惠基金 A 类 | 1,979,011 | -0.14 | 94,557 | -1.23 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 724,966 | 0.00 | 29,245 | -15.57 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 759,700 | -12.01 | 34,376 | -5.70 | |||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 8,856 | 0.07 | 401 | 7.24 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 615,300 | -30.04 | 27,842 | -25.02 | |||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 112,424 | -6.24 | 4,901 | -12.86 | ||||
| 2025-04-24 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 79,900 | -10.53 | 3,747 | -21.25 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 635,148 | -69.36 | 28,740 | -67.17 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 8,915 | -1.26 | 403 | 5.77 | ||||
| 2025-07-31 | 13F | Arrien 投资公司 | 4,586 | 208 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 165 | 7 | ||||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 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 | 662,600 | 0.00 | 28,883 | -7.06 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 7,992 | 1.41 | 337 | -10.37 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 2,596 | 0.74 | 117 | 8.33 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 31,244 | -2.42 | 1,414 | 4.59 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 46,457 | -14.30 | 2,103 | -8.17 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 250 | 177.78 | 0 | |||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 1,778 | 0.06 | 80 | 6.67 | ||||
| 2025-05-15 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 9,867 | -36.22 | 446 | -31.70 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 6,112 | -5.37 | 280 | 2.57 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57 | 16.33 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 9,380 | 5.26 | 424 | 12.77 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 5,611 | 12.65 | 254 | 20.48 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 600 | 0.00 | 27 | 8.00 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 511,242 | 4.99 | 23,135 | 12.53 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 411,699 | -7.84 | 18,629 | -1.22 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 47,293 | -9.97 | 2,140 | -3.47 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 24,466 | -38.79 | 987 | -48.35 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 91,565 | 1.73 | 4,143 | 9.03 | ||||
| 2025-04-07 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 8,551 | -49.00 | 387 | -45.40 | ||||
| 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 | 22,500 | 42.41 | 1,018 | 41.00 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 1,211 | -5.91 | 49 | -21.31 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 4,755 | -7.94 | 215 | -1.38 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 604 | 0.00 | 27 | 8.00 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,481,992 | 1.92 | 67,060 | 9.23 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 12,473 | -2.01 | 503 | -17.27 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 16,436 | 1.16 | 764 | 23.23 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 357 | 11.21 | 15 | 0.00 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 233,280 | 15.99 | 10,556 | 24.31 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 5,774 | -3.73 | 261 | 3.16 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 60,279 | 3.16 | 2,728 | 7.07 | ||||
| 2025-08-14 | 13F | 联信银行 | 408,077 | -19.03 | 18,466 | -13.22 | ||||
| 2025-07-29 | NP | KBWB - Invesco KBW 银行 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 | 3,411,247 | 20.22 | 148,696 | 11.74 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 6,375 | -20.56 | 288 | -14.79 | ||||
| 2025-05-01 | 13F | 基数战略财富指南 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | HRC财富管理有限公司 | 8,783 | 0.88 | 397 | 8.17 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 133,222 | 557.63 | 6,028 | 605.03 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 1,618,081 | 7.33 | 73,218 | 15.03 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 206 | 80.70 | 9 | 125.00 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 5,728 | -15.23 | 259 | -9.12 | ||||
| 2025-08-06 | 13F | 股权投资公司 | 3,306,658 | 21.98 | 149,626 | 30.73 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 16,325 | -6.58 | 659 | -21.10 | ||||
| 2025-05-15 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 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 | 126,829 | -53.70 | 5,355 | -59.13 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 12,173 | -0.33 | 551 | 6.80 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 163,234 | 6.80 | 7,386 | 14.46 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 19,807 | 27.33 | 917 | 42.68 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 12,297 | -4.24 | 556 | 2.58 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 15,220 | -3.06 | 1 | |||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 23,561 | 5.10 | 1,066 | 12.68 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 5,032 | 233 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 44,383 | 57.23 | 2,008 | 68.60 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 1,014 | 25.96 | 46 | 36.36 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 232,077 | 4.71 | 10,501 | 12.23 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 126,903 | 104.17 | 5,742 | 118.83 | ||||
| 2025-03-25 | NP | PMAIX - 先锋多元资产收益基金：A 类 | 88,172 | 4,213 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 65,269 | -4.02 | 2,953 | 2.89 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 8,764 | -1.34 | 397 | 5.60 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 163,829 | -21.82 | 7,413 | -2.81 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 4,164 | -28.47 | 188 | -23.27 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 17,206 | 5.48 | 823 | 19.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 28,972 | -6.69 | 1,311 | 0.00 | ||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 12,045 | 0.11 | 545 | 7.50 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 15,503 | 4.89 | 702 | 12.34 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 12,594 | 12.06 | 570 | 20.04 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 12,000 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 307,626 | 4.00 | 14,103 | 12.91 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 233 | 137.76 | 11 | 150.00 | ||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 939,738 | 14.03 | 40,963 | 5.98 | ||||
| 2025-07-28 | 13F | 埃德姆普公司 | 5,245 | 237 | ||||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 9,301 | -3.47 | 421 | 3.45 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 10,201 | -2.29 | 462 | 4.77 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 9,479 | 3.28 | 429 | 10.59 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 5,747 | -3.85 | 251 | -10.71 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 10,147 | 459 | ||||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 45,333 | -4.00 | 1,829 | -18.97 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 1,725,633 | -0.85 | 78,085 | 6.27 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 79,182 | 1.62 | 3,583 | 8.91 | ||||
| 2025-05-06 | 13F | 维斯塔资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 151,091 | 0.00 | 6,837 | 7.16 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 93,150 | -8.59 | 3,758 | -22.82 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 10,831 | -7.99 | 490 | -1.41 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 644,250 | -6.76 | 29,152 | -0.07 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 1,351 | -18.07 | 61 | -11.59 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 75,913 | 4.13 | 3,435 | 11.63 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 7,122 | -23.19 | 326 | -17.93 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 602 | 0.00 | 27 | 8.00 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 10,855 | 6.32 | 491 | 13.92 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 573 | 26 | ||||||
| 2025-08-12 | 13F | 韦策尔金融服务公司 | 22,979 | 0.00 | 1,024 | 14.93 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 59,350 | -59.53 | 2,394 | -65.83 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 4,538 | 205 | ||||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 15,533 | 10.22 | 677 | 2.58 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 13,462 | 0.00 | 609 | 7.22 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 18,076 | -2.49 | 818 | 4.48 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 84,514 | 3,409 | ||||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 7,984 | 0.43 | 361 | 7.76 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 121,150 | 5,482 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 133,254 | 28.97 | 6,030 | 38.22 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 155,539 | 0.60 | 7,038 | 7.81 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 3,795 | -1.89 | 165 | -8.84 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 7,640 | 0.00 | 346 | 7.14 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 8,496 | 0.00 | 0 | |||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 202,148 | 0.00 | 9,147 | 7.18 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 遗产信托 | 56,260 | -13.46 | 2,546 | -7.25 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 193,666 | 2.96 | 8,763 | 10.35 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 89,947 | -17.13 | 4,070 | -11.17 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 108,352 | 3.36 | 4,371 | -12.74 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 20,906 | -0.17 | 946 | 6.90 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 178,722 | 3.73 | 8,087 | 11.18 | ||||
| 2025-04-09 | 13F | 量子金融顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 1,981 | 0.00 | 90 | 7.23 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 4,854 | 38.73 | 220 | 48.98 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 288,982 | 4.96 | 13,076 | 12.49 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 458,471 | -2.96 | 20,746 | 4.00 | ||||
| 2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,197,849 | -1.23 | 52,214 | -8.20 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 28,517 | 68.32 | 1,290 | 80.42 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 5,319 | 0.00 | 241 | 7.14 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 282,676 | 21.52 | 12,791 | 30.24 | ||||
| 2025-07-30 | NP | RFDA - RiverFront 动态美国股息优势 ETF | 25,702 | -6.90 | 1,120 | -13.45 | ||||
| 2025-07-31 | 13F | Lountzis资产管理有限公司 | 250,695 | -0.14 | 11,469 | 13.70 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 3,409,400 | 6.02 | 148,616 | -1.47 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 2,222 | 0.18 | 101 | 7.53 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 4,972 | -26.98 | 225 | -21.95 | ||||
| 2025-05-14 | 13F | ADAPT 投资管理公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 5,396 | 0.17 | 244 | 7.49 | ||||
| 2025-05-14 | 13F | ADAPT 投资管理公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 104,886 | 0.00 | 4,746 | 7.18 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 322,901 | -31.24 | 15 | -30.00 | ||||
| 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 | 1,136,168 | 22.58 | 45,833 | 3.50 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 7,869 | -0.03 | 356 | 7.23 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 268 | 11 | ||||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 9,000 | 0.00 | 407 | 7.39 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 2,062 | -48.28 | 83 | -49.70 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 151,880 | 1.81 | 6,873 | 9.11 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 11,695 | 0.00 | 529 | 7.30 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | HAVLX - 港湾大型价值基金机构类别 | 709,300 | -20.02 | 28,613 | -32.48 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 106,200 | 3.87 | 4,806 | 10.87 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | Boomfish 财富集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 9,300 | 0.00 | 375 | -15.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 48,086 | -8.70 | 2,176 | -2.16 | ||||
| 2025-08-06 | 13F | 南州公司 | 44,903 | 23.61 | 2,032 | 32.49 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 8,190 | -30.45 | 371 | -25.55 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 77 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 670,727 | -6.19 | 30 | 0.00 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 41,361 | 92.22 | 1,872 | 106.06 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 293 | -22.49 | 13 | -13.33 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 17,113 | -0.93 | 774 | 6.17 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 4,299 | 76.84 | 195 | 90.20 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 信托信托公司 | 73,057 | -13.23 | 3,306 | -7.01 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 31,244 | -2.42 | 1,414 | 4.59 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 7,672 | 32.96 | 347 | 42.80 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 5,690 | 0.00 | 257 | 7.08 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 10,896 | -0.87 | 493 | 6.25 | ||||
| 2025-05-08 | 13F | 佩蒂约翰伍德与怀特公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 7,386,227 | -2.88 | 334,227 | 4.09 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 407,569 | 18,442 | ||||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 12,605 | -0.38 | 570 | 6.74 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 71,108 | 5.15 | 3,218 | 12.68 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 20,296 | 0.88 | 918 | 8.13 | ||||
| 2025-08-25 | NP | FTXO - 第一信托纳斯达克银行 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 390,511 | -5.47 | 17,671 | 1.31 | ||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 16,836,068 | 26.41 | 762 | 35.41 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 6,047 | -2.33 | 274 | 4.60 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 46,514 | 7.55 | 2,105 | 15.29 | ||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 30,588 | 7.75 | 1,384 | 15.53 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 9,017 | 69.27 | 408 | 82.14 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 7,152 | 17.38 | 324 | 25.68 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,452,231 | 0.72 | 139,263 | -14.97 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 217 | 9 | ||||||
| 2025-07-15 | 13F | IMS资本管理公司 | 76,824 | 53.57 | 3,476 | 64.58 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 10,486 | -25.43 | 480 | -19.36 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 27,729 | -1.97 | 1,255 | 5.03 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 148 | 348.48 | 7 | 500.00 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 41,012 | 329.72 | 1,856 | 361.44 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 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 | 269,530 | -1.96 | 12,641 | -13.73 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 20,982 | 3.01 | 949 | 10.48 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,527,420 | 89.39 | 69,116 | 102.98 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 343 | 1,391.30 | 16 | |||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 1,345 | 0.00 | 62 | 7.02 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 5,265,852 | -4.56 | 238,280 | 2.29 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 427,700 | 0.11 | 19 | 11.76 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 2,296 | -74.23 | 110 | -74.65 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 39,812 | -0.62 | 1,802 | 6.51 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 39,344 | -4.13 | 1,780 | 2.77 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 2,001 | -41.49 | 81 | -50.92 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 76,396 | 116.40 | 3,457 | 131.95 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 积极财富管理 | 814 | 846.51 | 37 | 1,100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 4,361 | 0.00 | 197 | 7.07 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 59,790 | 14.67 | 2,705 | 22.90 | ||||
| 2025-06-25 | NP | SBMAX - ClearBridge 中盘基金 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 | 540,000 | 0.00 | 21,784 | -15.57 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 357,969 | 11.29 | 14,440 | -6.04 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 0 | ||||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 26,295 | -1.87 | 1,190 | 5.13 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 22,166 | -12.50 | 1,003 | -6.17 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 35,431 | -2.89 | 1,603 | 4.09 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 7,653 | -20.72 | 346 | -14.99 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 178,681 | -1.51 | 8,085 | 5.56 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 55,814 | 4.81 | 2,526 | 12.32 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 213,317 | 6.46 | 9,653 | 14.09 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 51,384 | -14.24 | 2,325 | -8.07 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 7,516 | 0.00 | 340 | 7.26 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 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 | 6,856 | 5.23 | 277 | -11.25 | ||||
| 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 | 467,613 | 0.42 | 18,864 | -15.21 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 29,518 | -6.59 | 1,336 | 0.07 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 274,263 | 81.83 | 12,410 | 94.88 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 933,850 | 6.31 | 42,257 | 13.95 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 11,050 | -84.49 | 500 | -83.37 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 59,696 | -21.51 | 2,701 | -15.88 | ||||
| 2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 5,940 | -1.46 | 269 | 5.51 | ||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 6,612 | 0.00 | 299 | 7.17 | ||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 14,365 | 15.70 | 650 | 24.05 | ||||
| 2025-08-14 | 13F | 第四石有限责任公司 | 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 | 65,798 | -2.13 | 2,977 | 4.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 10,504 | 0.00 | 475 | 7.22 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 812,165 | 25.76 | 36,750 | 34.79 | ||||
| 2025-05-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 1,405 | -17.79 | 64 | -12.50 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 5,495 | 0.92 | 249 | 8.30 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 334,321 | -0.27 | 15,128 | 6.89 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 254,012 | 2,031.15 | 11,494 | 2,185.09 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 3,700 | 0.00 | 167 | 7.05 | |||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 25,724 | 2.56 | 1,164 | 9.92 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Xponance公司 | 254,032 | 9.48 | 11,495 | 17.33 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 2,100 | 95 | |||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 9,385 | -17.96 | 425 | -12.03 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 169,000 | 0.60 | 8 | 0.00 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 266,919 | 7.97 | 12 | 20.00 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 4,659 | 211 | ||||||
| 2025-08-07 | 13F | 帕金斯资本管理公司 | 13,050 | -1.51 | 591 | 5.55 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 6,997 | 0.63 | 317 | 7.85 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 905 | 2.84 | 41 | 8.11 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 8,768 | -5.32 | 397 | 1.54 | ||||
| 2025-07-28 | NP | UYG - ProShares Ultra 金融 | 133,446 | -3.16 | 5,817 | -10.00 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 29,618 | -9.61 | 1,340 | -3.11 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 1,897,389 | 0.85 | 85,857 | 8.09 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 10,088 | 47.12 | 456 | 57.79 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 25,880 | -2.66 | 1,171 | 4.37 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 27,830 | 0.00 | 1,175 | 0.00 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 838,998 | 9.00 | 36,572 | 1.30 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 达戴维森公司 | 404,837 | 6.01 | 18,319 | 13.61 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 5,000 | 0.00 | 226 | 7.11 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 11,617 | 14.59 | 526 | 22.66 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 10,041,094 | 0.84 | 454,360 | 8.07 | ||||
| 2025-06-26 | NP | FLKSX - 富达低价股票K6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 | 431,563 | 30.09 | 17,409 | 9.84 | ||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 432,663 | -0.89 | 20 | 5.56 | ||||
| 2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 7,535 | -44.48 | 0 | |||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 4,416 | 202 | ||||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 23,940 | 1,044 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 48,113 | 0.98 | 2,177 | 8.25 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 146 | 0.00 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 107,807 | 1.97 | 4,879 | 9.30 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 50,783 | 68.25 | 2,298 | 80.30 | ||||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 2,502,766 | -2.59 | 109,096 | -9.46 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 16,608 | 2.28 | 752 | 9.64 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 4,400 | -35.67 | 199 | -30.90 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 953,654 | -25.54 | 43,153 | -20.20 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 14,389 | -13.98 | 716 | 1.42 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 130 | 73.33 | 6 | 66.67 | ||||
| 2025-04-24 | NP | CZMVX - 多经理价值策略基金机构类 | 135,686 | -3.66 | 6,364 | -15.22 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 14,547 | -4.16 | 658 | 2.81 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 40,612 | 20.22 | 1,835 | 27.96 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 9,950 | -5.24 | 450 | 1.58 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 9,890 | 0.00 | 448 | 7.19 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型价值投资组合 | 280,189 | -3.58 | 12,679 | 3.33 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 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 | 9,744 | 441 | ||||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 31,534 | -0.36 | 1,272 | -15.87 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 11,366 | -4.21 | 514 | 2.80 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 4,994 | 4.04 | 226 | 11.39 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 安全国家银行 | 5,335 | 0.00 | 241 | 7.11 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 105,529 | 147.98 | 4,775 | 165.87 | ||||
| 2025-07-21 | 13F | 语法研究公司 | 326 | 0.00 | 15 | 7.69 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 6,284 | -42.75 | 284 | -38.66 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,557 | 36.10 | 68 | 26.42 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 56,167 | -58.34 | 2,542 | -55.35 | ||||
| 2025-07-23 | 13F | 理查森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 37,813 | -9.75 | 1,711 | -3.22 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 2,313 | -5.86 | 105 | 0.97 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 14,408 | 4.02 | 652 | 11.47 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | 红龟有限责任公司 | 96 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 89,394 | -6.88 | 4,045 | -0.20 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 332,484 | 64.44 | 15,045 | 76.24 | ||||
| 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 | 10,945 | 27.61 | 442 | 7.82 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 67,068 | 3,035 | ||||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 7,685 | -70.15 | 348 | -68.05 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 788,990 | 1.23 | 34,392 | -5.91 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 23,341 | -39.69 | 1,056 | -31.25 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 22,315 | 15.94 | 1,010 | 24.26 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 20,968 | -0.36 | 1 | |||||
| 2025-04-29 | 13F | 费尔威财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 48,336 | -20.82 | 1,950 | -33.16 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 37,300 | 0.00 | 1,688 | 7.18 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 269,690 | -6.15 | 12,213 | 0.54 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 55,367 | -9.76 | 2,505 | -3.28 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 330 | 1.23 | 15 | 7.69 | ||||
| 2025-07-31 | 13F | 多兹财富有限责任公司 | 7,658 | -2.01 | 347 | 5.17 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 68,655 | -22.11 | 3,192 | -13.31 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 18,038 | -42.55 | 816 | -38.42 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 726,294 | -40.81 | 32,865 | -36.56 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 8,756 | -26.78 | 417 | -7.74 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 294,219 | 0.19 | 13,313 | 7.38 | ||||
| 2025-08-14 | 13F | 财富的力量 | 6,563 | 0.00 | 297 | 6.86 | ||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 293,122 | 6.24 | 13,264 | 13.86 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 28,972 | 37.56 | 1,169 | 16.10 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 495 | 4,400.00 | 22 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 52,963 | -2.02 | 2,397 | 5.00 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 17,735 | -6.08 | 715 | -20.73 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 43,195 | -2.09 | 1,955 | 4.94 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 5,885 | 30.26 | 340 | 78.95 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 227,511 | 6.72 | 10,295 | 14.38 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 938 | 42 | ||||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 56,370 | 43.52 | 2,551 | 53.80 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 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 | 9,980 | 452 | ||||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 7,184 | 21.39 | 325 | 30.52 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 10,604 | 2.66 | 480 | 9.86 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 72,861 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 2,135 | -35.20 | 97 | -30.94 | ||||
| 2025-08-07 | 13F | 辛辛那提伤亡公司 | 80,000 | 0.00 | 3,620 | 7.20 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,501,010 | -0.47 | 68 | 6.35 | ||||
| 2025-07-18 | NP | MAIPX - MAI 机构管理波动基金 | 13,795 | 0.00 | 601 | -6.97 | ||||
| 2025-04-17 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 6,872 | 23.38 | 311 | 31.91 | ||||
| 2025-05-15 | 13F | 灯塔投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 122,276 | 1.51 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 7,216 | -27.78 | 327 | -22.57 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 52,487 | -2.09 | 2,375 | -27.21 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 7,963 | 18.23 | 360 | 26.76 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 7,499 | 18.71 | 339 | 27.44 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 42,110 | -0.43 | 1,905 | 6.72 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 34,756 | 1.05 | 1,573 | 8.26 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 11,557 | -98.62 | 523 | -98.53 | ||||
| 2025-05-14 | 13F | HAP 贸易有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 1,435 | 4.36 | 61 | -7.69 | ||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 1,242 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 6,736 | 0.00 | 320 | 19.03 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 1,716,530 | -5.12 | 77,673 | 1.69 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,552 | 23.67 | 70 | 34.62 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 28,615 | 243.31 | 1,304 | 267.04 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,200 | 6.91 | 1,622 | -9.74 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 224,855 | -6.47 | 10,175 | 0.24 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 4,543 | -1.37 | 198 | -8.33 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 784,664 | 52.52 | 35,506 | 63.47 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 1,561 | -15.53 | 71 | -10.26 | ||||
| 2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 18,513 | 42.52 | 807 | 32.35 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 1,631,379 | 0.65 | 73,820 | 7.87 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 8,009 | 20.00 | 362 | 28.83 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 14,232 | -15.40 | 1 | |||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 62,231 | -0.15 | 2,816 | 6.99 | ||||
| 2025-07-17 | 13F | 蒂尔伍德资产管理公司 | 58,418 | -2.85 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 519,755 | -7.40 | 23,519 | -0.76 | ||||
| 2025-08-14 | 13F | 基础设施资本顾问有限公司 | 18,513 | 42.52 | 838 | 52.74 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 6,942 | 22.05 | 314 | 30.83 | ||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 12,522 | 0.04 | 567 | 7.20 | ||||
| 2025-08-08 | 13F | 勘探者合作伙伴有限公司 | Call | 110,200 | 0.00 | 4,987 | 7.18 | |||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 55,746 | 2,523 | ||||||
| 2025-07-31 | 13F | 阿斯彭资本管理有限公司 | 237,205 | 0.00 | 10,734 | 7.18 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 37,868 | 122.58 | 2 | |||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 94,571 | 4 | ||||||
| 2025-05-12 | 13F | 创始人金融联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 65,365 | 0.78 | 2,637 | -14.94 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 92,065 | -19.73 | 4,166 | -13.98 | ||||
| 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 | 34,676 | 5.78 | 1,569 | 13.45 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 200 | 0.00 | 9 | 12.50 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 63,581 | -8.52 | 2,877 | -1.94 | ||||
| 2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 7,596 | 1.63 | 344 | 8.89 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 68,734 | 0.00 | 3,110 | 7.20 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 53,433 | -1.59 | 2,418 | 5.45 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 371,803 | -0.36 | 17,010 | 6.70 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 216,235 | 0.00 | 9,785 | 7.17 | ||||
| 2025-05-29 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 核心股票基金系列 I | 104,790 | -40.96 | 4,424 | -47.89 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 27,196 | -1.59 | 1,231 | 5.49 | ||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 23,806 | -34.69 | 960 | -33.61 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 8,273 | 34.15 | 374 | 43.85 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 7,017 | 5.36 | 318 | 12.81 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 763,279 | 11.86 | 34,538 | 19.89 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 101,585 | 1.87 | 4,597 | 9.19 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 217,300 | 4.01 | 9,833 | 11.47 | ||||
| 2025-08-26 | NP | QLMMIX - ClearBridge 可变中盘投资组合 I 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 | 86,700 | 6.38 | 3,923 | 14.04 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 3,677 | -8.76 | 166 | -2.35 |
