机构投资人持股和股东
Salesforce, Inc. (US:CRM) 有 4609 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 911,691,001 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Morgan Stanley, Capital International Investors, Jpmorgan Chase & Co, and Fmr Llc .
Salesforce, Inc. (NYSE:CRM)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%。
The share price as of September 8, 2025 is 252.27 / share. Previously, on September 9, 2024, the share price was 245.76 / share. This represents an increase of 2.65% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
更新频率：每日
机构看跌与看涨期权比率
除了报告标准的股票和债务发行外，管理资产超过1亿的机构还必须披露其看跌和看涨期权持仓。由于看跌期权通常表示消极情绪，而看涨期权表示积极情绪，因此我们可以通过绘制看跌期权与看涨期权的比率来了解整体机构情绪。右边的图表绘制了该工具的历史看跌与看涨期权比率。
使用看跌与看涨期权比率作为投资者情绪的指标克服了使用机构总投资人持股的关键缺陷之一，即管理的大量资产被消极投资以跟踪指数。消极管理基金通常不买入期权，因此看跌与看涨期权比率指标更密切地跟踪主动管理基金的情绪。
13D/G备案
由于SEC的处理方式不同，我们将13D/G备案与13F备案分开提交，13D/G备案可以由投资者群体（一个主导）提交，而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值（代表投资者群体拥有的所有股份），但随后提交13F报告总股份的不同价值（严格代表他们自己的持股）。这意味着13D/G备案和13F备案的持股通常没有直接可比性，因此我们单独提供它们。
注意：自 2021 年 5 月 16 日起，我们不再显示在过去一年内未提交 13D/G 的持有人。以前，我们显示了13D / G申请的完整历史记录。一般来说，需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是，基金有时会在没有提交交割备案的情况下退出头寸（即，它们逐渐减少），因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆，我们现在只显示“当前”持有人，即在过去一年内提交申请的持有人。
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| 文件日期 | 表格 | 投资者 | 前期 股票 |
最新 股票 |
Δ 股票 (Percent) |
持股 (百分比) |
Δ 持股 (百分比) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-11-14 | 价格 T ROWE ASSOCIATES INC /MD/ | 45,844,942 | 7,250,929 | -84.18 | 0.80 | -84.00 | ||
| 2024-10-16 | 道富银行 | 49,018,644 | 5.10 |
13F和NPORT备案
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,860 | 6.31 | 15,620 | -5.28 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 749 | -34.59 | 205 | -33.55 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 12,329 | -12.72 | 3,362 | -11.32 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 1,914 | 0.00 | 523 | 1.75 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,484 | -0.93 | 405 | 0.50 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 531 | -27.76 | 145 | -26.90 | ||||
| 2025-08-13 | 13F | 米罗娃 | 23,410 | 24.14 | 6,384 | 26.15 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 53 | 562.50 | 14 | 600.00 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 11,354 | -61.59 | 3,096 | -60.97 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 11,496 | 569.93 | 3,135 | 581.30 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 9,395 | 6.68 | 2,562 | 8.38 | ||||
| 2025-05-12 | 13F | CFS 投资咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 4,163 | 29.09 | 1,135 | 31.21 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 13,128 | -1.03 | 3,528 | -22.18 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 4,111 | -98.66 | 1,121 | -98.64 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 57,856 | -0.90 | 15,777 | 0.70 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 3,579 | 7.32 | 976 | 9.06 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 15,094 | -40.76 | 4,116 | -39.81 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 333 | 50.00 | 91 | 52.54 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 21,781 | -11.25 | 6 | -16.67 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 21,076 | -72.98 | 5,747 | -72.55 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 50 | 14 | ||||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 10,282 | 2,729 | ||||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 794 | -0.87 | 217 | 0.93 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 6,923 | 8.27 | 1,888 | 10.03 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 647,474 | -17.30 | 176,560 | -15.97 | ||||
| 2025-07-28 | 13F | Sagace财富管理有限责任公司 | 820 | 224 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 2,607 | 0.62 | 712 | 2.30 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 41,888 | -2.07 | 11,422 | -0.49 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 27,325 | -4.96 | 7,451 | -3.42 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 1,890 | -3.57 | 0 | |||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 71,286 | 20.31 | 18,917 | 7.19 | ||||
| 2025-05-30 | NP | PCFIX - PIMCO RAE PLUS 小基金机构类别 | 309 | -85.12 | 83 | -88.18 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 20,966 | 32.76 | 5,634 | 4.39 | ||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 4,167 | -4.32 | 1,136 | -2.74 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 10,190 | -1.37 | 2,779 | 0.22 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 10,650 | 4.26 | 2,904 | 5.95 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 6,497 | -10.60 | 1,772 | -9.18 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 307,368 | -7.93 | 83,816 | -6.44 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 358 | 33.58 | 98 | 36.62 | ||||
| 2025-05-15 | 13F/A | Corvex管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 179,859 | -75.68 | 49,048 | -75.29 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 5,385 | -69.46 | 1,604 | -72.44 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 94,000 | 0.00 | 25,633 | 1.61 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 150,754 | 1.53 | 41,098 | 3.16 | ||||
| 2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 36,152 | 52.77 | 9,858 | 55.24 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 902 | -12.43 | 246 | -10.87 | ||||
| 2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 513,173 | 0.00 | 139,937 | 1.61 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 8,821 | -1.03 | 2,405 | 0.59 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 5,178 | 1,731 | ||||||
| 2025-08-14 | 13F | Trybe资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,472 | 0.00 | 401 | 1.52 | ||||
| 2025-04-24 | 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 | 227,393 | 6.92 | 67,729 | 11.75 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 381,538 | -0.94 | 104,042 | 0.65 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 122,615 | 33,436 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 20,996 | 0.65 | 5,725 | 2.29 | ||||
| 2025-05-22 | NP | 德意志 DWS 变量系列 I - DWS Capital Growth VIP A 级 | 39,520 | -3.14 | 10,606 | -22.26 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 302,420 | 0.51 | 82,467 | 2.13 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 6,719 | 0.95 | 1,832 | 2.58 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 395 | 2.86 | 108 | 3.88 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 361 | -57.33 | 98 | -56.83 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司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 | 504,223 | -48.57 | 133,806 | -54.17 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 1,716 | 2.33 | 468 | 3.78 | ||||
| 2025-05-01 | 13F | 翡翠顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 85 | -4.49 | 23 | 0.00 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 10,438 | -41.48 | 2,770 | -47.88 | ||||
| 2025-05-13 | 13F | 费尔菲尔德布什公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 9,479 | 27.35 | 2,585 | 29.39 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 476 | 23.00 | 128 | -3.79 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 2,225 | -2.75 | 607 | -1.30 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 10,918 | -1.83 | 2,934 | -22.82 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 2,954 | 54.82 | 806 | 26.37 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 53,670 | -63.20 | 14,636 | -62.61 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 15,534 | 3.13 | 4,236 | 4.77 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 276 | -57.93 | 74 | -66.96 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 9,632 | -8.41 | 2,627 | -6.95 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,466 | 95.99 | 400 | 99.50 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,137 | 20.84 | 2,492 | 22.77 | ||||
| 2025-04-25 | 13F | Guerra 顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 11,700 | 3,190 | |||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 211,645 | -22.79 | 57,797 | -21.81 | ||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 17,904 | -0.46 | 4,882 | 1.14 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 30,764 | 4.53 | 8 | 14.29 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 21,565 | 0.00 | 6 | -28.57 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 71,422 | 10.73 | 18,953 | -1.34 | ||||
| 2025-06-26 | NP | UIVRX - MFS 内在价值基金 R6 | 346 | -14.36 | 93 | -33.33 | ||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 1,822 | 0.89 | 497 | 2.48 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 6,190 | -19.20 | 1,643 | -28.01 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 2,591 | -1.86 | 707 | -0.28 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 25,272 | -2.45 | 6,791 | -23.29 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 827 | 226 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 821 | 224 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 11,100 | 3,027 | |||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 411,425 | 2.62 | 112,192 | 4.27 | ||||
| 2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 6,740 | -9.23 | 1,838 | -7.78 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 3,685 | 0.00 | 1,005 | 1.62 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 11,534 | 106.96 | 3,145 | 110.37 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 7,436 | 12.70 | 1,788 | -1.60 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 4,850 | -16.12 | 1,478 | -4.40 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 11,582 | 2.29 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 11,217 | -0.99 | 3,059 | 0.59 | ||||
| 2025-05-07 | 13F | 云泰资本管理有限公司/香港 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 30,608 | 0.56 | 8,346 | 2.18 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 25,641 | 23.19 | 6,992 | 25.19 | ||||
| 2025-08-05 | 13F | 资本管理协会/纽约/ | 3,150 | 0.00 | 859 | 1.54 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 1,858 | 2.88 | 507 | 4.55 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 210,800 | -17.91 | 57,483 | -16.59 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 6,332 | -0.61 | 1,727 | 0.99 | ||||
| 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 | 28,194 | -71.55 | 7,566 | -77.16 | ||||
| 2025-05-14 | 13F | 艾尔伍德资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 36,734 | 10,017 | ||||||
| 2025-04-21 | 13F | Cadent 资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 936 | 0.00 | 255 | 1.59 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 344 | 22.86 | 92 | -3.16 | ||||
| 2025-08-11 | 13F | GFI 投资顾问有限公司 | 23,273 | -0.04 | 6,346 | 1.57 | ||||
| 2025-05-12 | 13F | 绿地资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 核心另类资本 | 191 | 1.60 | 52 | 4.00 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 2,484 | 677 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 35,558 | -10.53 | 9,696 | -9.09 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 467 | 3.09 | 127 | 4.96 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 24,656 | 0.69 | 6,723 | 2.31 | ||||
| 2025-05-28 | NP | EALCX - 伊顿万斯成长基金 A 类 | 23,318 | 0.00 | 6,258 | -19.73 | ||||
| 2025-08-14 | 13F | 布拉姆斯希尔投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 4,600 | -53.06 | 1,254 | -52.30 | |||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 1,321 | -64.48 | 360 | -63.93 | ||||
| 2025-07-29 | NP | ADLVX - ADLER VALUE FUND 机构级 | 40 | 11 | ||||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 6,014 | 411.39 | 1,614 | 310.43 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 80,912 | 16.34 | 22,064 | 18.22 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,636,649 | 0.42 | 3,173,198 | 2.04 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 6,970 | -31.96 | 1,901 | -30.88 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 6,400 | 0.00 | 1,745 | 1.63 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 2,355 | 2.57 | 1 | |||||
| 2025-08-14 | 13F | 联信银行 | 209,080 | -2.11 | 57,014 | -0.53 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 343,695 | 20.13 | 93,722 | 22.07 | ||||
| 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 | 21 | 5.00 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 71 | -2.74 | 19 | 0.00 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 2,427 | 0.00 | 662 | 1.54 | ||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 2,728 | 744 | -59.40 | |||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 7,102 | 24.73 | 1,937 | 26.70 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 285 | -8.06 | 78 | -7.23 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 5,621 | -0.76 | 1,533 | 0.86 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 46 | 228.57 | 13 | 300.00 | ||||
| 2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 175,149 | -5.11 | 47,761 | -3.58 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 12,126 | 3.19 | 3,311 | 4.28 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,973 | -6.23 | 538 | -4.79 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 1,790 | -0.06 | 488 | 1.67 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 1,645 | 0.80 | 449 | 2.52 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 37,187 | 0.86 | 10,140 | 2.49 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 1,447,757 | 2.68 | 394,887 | 4.35 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 186,379 | -0.83 | 50,824 | 0.77 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 311,710 | 31.42 | 85,000 | 33.54 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 5,574 | 5.69 | 1,520 | 7.42 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 5,620 | 2.86 | 1,533 | 4.50 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 5,018 | 47.46 | 1,369 | 49.84 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 5,791 | -22.84 | 1,579 | -21.60 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 6,732 | 14.67 | 1,836 | 16.51 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 83,500 | 22,770 | |||||
| 2025-08-14 | 13F | 货币概念资本公司 | 1,163 | 22.16 | 317 | 24.31 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 21,262 | -0.97 | 5,642 | -11.77 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 3,341 | 11.00 | 911 | 12.76 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,048 | 9.28 | 286 | 10.89 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 1,393 | -22.44 | 380 | -21.37 | ||||
| 2025-07-17 | 13F | SFM有限责任公司 | 2,255 | 2.55 | 615 | 4.24 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 5,920 | 0.00 | 1,571 | -10.95 | ||||
| 2025-06-25 | NP | VVPLX - Vulcan Value Partners 基金投资者类别股票 | 45,969 | 69.20 | 12,352 | 33.06 | ||||
| 2025-07-17 | 13F | 博斯曼财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 38 | 137.50 | 10 | 150.00 | ||||
| 2025-07-24 | NP | FSCSX - 软件和 IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,526,784 | -15.58 | 670,533 | -24.79 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 167 | -98.63 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,067 | -13.06 | 23,197 | -11.66 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 5,388 | 13.96 | 1,469 | 15.85 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 1,252 | 56.89 | 341 | 59.35 | ||||
| 2025-08-27 | NP | SENCX - Touchstone 大盘重点基金 A 类 | 273,284 | 0.00 | 74,522 | 1.61 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,691 | 13.11 | 461 | 14.96 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 6,466 | -1.06 | 1,763 | 0.57 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 1,668 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 34,308 | 3,379.51 | 9,355 | 3,443.56 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 1,734 | 45.71 | 473 | 47.96 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 6,401,396 | -15.34 | 1,745,597 | -13.97 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 1,681 | -0.59 | 458 | 1.10 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 1,987 | -6.49 | 542 | -5.09 | ||||
| 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 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 4,165 | -0.55 | 1,136 | 1.07 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 1,100 | -3.76 | 300 | -4.17 | ||||
| 2025-05-09 | 13F | 元素足尖顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 6,400 | 9.08 | 1,745 | 10.86 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,603 | 148.14 | 710 | 152.31 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 1,428 | -0.28 | 389 | 1.30 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 316,558 | -12.05 | 86,322 | -10.63 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 14,441 | 1.87 | 3,938 | 3.50 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 6,600 | 0.00 | 1,751 | -10.89 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 93 | 0.00 | 25 | 4.17 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,977,891 | 11.07 | 539,351 | 12.86 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 2,409 | -2.31 | 1 | |||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 3,934 | 1,057 | ||||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 83 | -14.43 | 22 | -21.43 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 44,558 | 12,151 | ||||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 21,008 | 2.58 | 5,729 | 4.24 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,282 | -7.37 | 331 | -12.20 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 68,948 | 13.38 | 18,801 | 15.22 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 12,979 | 7.62 | 3,539 | 9.36 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 3,280 | 894 | ||||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 10,840 | -56.75 | 2,913 | -66.00 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 100 | 0.00 | 27 | 3.85 | |||
| 2025-08-04 | 13F | Lm Kohn 公司 | 8,531 | -5.10 | 2,326 | -3.57 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 206 | 56 | ||||||
| 2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 5,993 | 0.32 | 1,634 | 1.93 | ||||
| 2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 928 | 0.00 | 253 | 1.61 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 11,423 | -88.49 | 3,031 | -89.74 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 747,535 | 3.22 | 203,854 | 4.89 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 24,650 | 5.88 | 6,541 | -5.65 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,749 | -2.66 | 1,295 | -1.15 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 三井住友金融集团 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | 莱迪思资本管理有限公司 | 938 | 0.00 | 256 | 1.59 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,548 | -11.03 | 411 | -20.85 | ||||
| 2025-05-15 | 13F | Square Wave Partners, LP | 5,191 | -75.79 | 1,393 | -80.56 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 1,770 | -7.18 | 483 | -5.68 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 436,294 | 172.32 | 118,973 | 176.71 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 1,089 | 297 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 4,897 | -2.26 | 1,335 | -0.67 | ||||
| 2025-05-14 | 13F | 华尔街访问资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 16,797 | -5.10 | 4,580 | -3.56 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 2,100 | 10.88 | 573 | 12.60 | ||||
| 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 | 18,513 | 428.79 | 5,048 | 437.59 | ||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,944 | -15.91 | 1,060 | -33.90 | ||||
| 2025-07-24 | 13F | 坎普曼·梅丽莎·S. | 8,414 | -2.27 | 2,294 | -0.69 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 3,607 | -98.48 | 984 | -98.45 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 5,275 | -5.31 | 1,423 | -3.66 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 2,829 | 7.28 | 772 | 9.05 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 24,828 | 4.20 | 6,770 | 5.88 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 230,840 | 75.32 | 62,948 | 78.15 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 275 | 4.96 | 73 | -7.69 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 10,910 | 0.08 | 2,975 | 1.71 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 4,537 | 1,237 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 793 | -2.34 | 216 | -0.46 | ||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 181,647 | -5.39 | 49,533 | -3.87 | ||||
| 2025-08-11 | 13F | 基石投资者私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 53,251 | 25.24 | 14,521 | 27.27 | ||||
| 2025-08-11 | 13F | 原子维斯特有限公司 | 115,900 | 32.76 | 31,605 | 34.90 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 601,300 | -16.28 | 163,968 | -14.93 | |||
| 2025-08-14 | 13F | 瑞银集团 | 6,154,612 | 3.39 | 1,678,301 | 5.06 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 482,330 | -22.02 | 131,527 | -20.76 | |||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 69,612 | 0.00 | 18,705 | -21.36 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 77,911 | 25.95 | 21,246 | 27.98 | ||||
| 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 | 16,622 | -29.96 | 4,466 | -44.93 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 311,714 | 36.13 | 85,001 | 38.33 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 849 | -0.82 | 232 | 0.87 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 35,535 | -1.20 | 9,690 | 0.39 | ||||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 192,828 | -35.11 | 52,582 | -34.07 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 423,385 | 0.36 | 115,453 | 1.98 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 572,610 | -3.19 | 156,145 | -1.63 | ||||
| 2025-05-14 | 13F | 长路合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 2,411 | 1,685.93 | 640 | 1,497.50 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 392,945 | 2.57 | 107,152 | 4.23 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 14,164 | 6.29 | 3,801 | -14.68 | ||||
| 2025-08-18 | 13F | 资本影响顾问有限责任公司 | 44,517 | 11.50 | 12,139 | 13.30 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 42,753 | 11,488 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 86,695 | 99.50 | 23,641 | 102.71 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 3 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 197,651 | -10.05 | 53,897 | -8.60 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 86,086 | 86.01 | 23,475 | 89.02 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 960 | 3.11 | 258 | -17.36 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 55,000 | 14,998 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 26,948 | 34.92 | 7,348 | 10.05 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 60 | -29.41 | 16 | -27.27 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 206 | 56 | ||||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 22,551 | -3.06 | 6,110 | 2.98 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 309 | 84 | ||||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 48,285 | 4.79 | 12,813 | -6.64 | ||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 28,846 | 4.08 | 7,866 | -15.10 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 2,025 | -4.16 | 552 | -2.65 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 51,894 | 13.83 | 13,771 | 1.42 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 17 | 0.00 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 135,766 | -30.19 | 37,022 | -29.07 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,055 | 25.76 | 530 | 20.73 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 402,362 | -27.01 | 108,119 | -24.22 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 130,912 | 36 | ||||||
| 2025-07-22 | 13F | 北角资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 472,694 | 73.68 | 128,904 | 76.48 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 7,770 | 1.60 | 2,119 | 3.22 | ||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金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 | 102,608 | 0.00 | 27,980 | 1.62 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 4,365 | -8.80 | 1,190 | -7.32 | ||||
| 2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 73,582 | 0.77 | 20,096 | 2.55 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 3,976 | 9.65 | 1,084 | 11.41 | ||||
| 2025-08-01 | 13F | a16z 常年管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 4,439 | -30.27 | 1,210 | -29.16 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 168,603 | 2.10 | 45,305 | -19.71 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 48,878 | 15.29 | 12,971 | 2.72 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 9,779 | 35.84 | 2,667 | 45.52 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 681 | -72.98 | 186 | -72.63 | ||||
| 2025-08-25 | NP | SKYY - 第一信托云计算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 | 252,097 | 6.23 | 68,744 | 7.95 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 2,161 | 5.57 | 581 | -17.02 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 16,142 | 18.96 | 4,402 | 20.87 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 7,326 | 25.70 | 1,998 | 27.69 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | Call | 11,500 | -68.92 | 504 | -27.10 | |||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 52,188 | -29.19 | 14,234 | -28.04 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 60,067 | 10.99 | 16,380 | 12.78 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 6,872 | -2.66 | 1,874 | -1.11 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 177,618 | -1.01 | 48,339 | 0.39 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 827 | -1.08 | 226 | 0.45 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 12,266 | -0.18 | 3,345 | 1.43 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 5,876 | 11.44 | 1,602 | 13.22 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,262 | 38.23 | 344 | 40.98 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 77,785 | -0.47 | 21 | 5.00 | ||||
| 2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 54,044 | 0.00 | 14,342 | -10.91 | ||||
| 2025-07-16 | 13F | 重新平衡有限公司 | 1,042 | 284 | ||||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 12,131 | 2.81 | 3,308 | 4.49 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 275,457 | 11.86 | 75,114 | 13.66 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 28 | 8 | ||||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,925 | -8.38 | 525 | -6.93 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,283 | 78.01 | 11,362 | 39.98 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 6,236 | 13.63 | 1,676 | -10.67 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 5,620 | 13,950.00 | 1,533 | 15,220.00 | ||||
| 2025-04-28 | NP | HIDV - AB 美国高股息 ETF | 1,511 | 263.22 | 450 | 389.13 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 10,009 | 97.46 | 2,729 | 100.66 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,570 | -76.10 | 428 | -75.72 | ||||
| 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 | 74,537 | 0.00 | 20,029 | -21.36 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,602 | 0.12 | 437 | -18.35 | ||||
| 2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 4,325 | 0.00 | 1,148 | -10.95 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 15,683 | -4.27 | 4,162 | -14.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 4,388 | -3.41 | 1,197 | -1.89 | ||||
| 2025-05-14 | 13F | 坚决顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 8,391 | 20.18 | 2,288 | 22.16 | ||||
| 2025-08-14 | 13F | Massar 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 3,616 | 15.31 | 986 | 17.24 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 16,418 | 0.00 | 4,412 | -21.37 | ||||
| 2025-08-12 | 13F | 联合银行 | 90,803 | 24,761 | ||||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 11,634 | 9.96 | 3,176 | 11.84 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 23,393 | -1.48 | 6,758 | 6.44 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 1,185 | 3.58 | 323 | 5.21 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 20,614 | -0.51 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | 韦斯特伍德财富管理 | 1,590 | -49.56 | 434 | -48.76 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 9,006 | 13.40 | 2,456 | 15.20 | ||||
| 2025-07-22 | 13F | 人民银行 | 23,262 | -1.73 | 6 | 0.00 | ||||
| 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 | 2,120,329 | 0.80 | 569,754 | -20.73 | ||||
| 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 | 220 | 0.00 | 59 | -21.33 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 5,151 | -3.30 | 1,405 | -1.75 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 81,627,988 | 1.89 | 22,259,136 | 3.53 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 2,793 | 762 | ||||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 4,199 | -1.29 | 1,145 | 0.35 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 55,000 | 14,998 | |||||
| 2025-08-14 | 13F | 索玛股权合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,116 | 2.86 | 299 | 9.96 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 380 | 0.00 | 102 | -20.93 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 24 | 0.00 | 7 | 0.00 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 3,607 | -20.16 | 984 | -18.89 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 60,870 | 0.48 | 16,599 | 2.10 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 19,190 | -3.69 | 5,233 | -2.15 | ||||
| 2025-07-24 | 13F | 范德波尔投资有限责任公司 | 1,158 | -2.53 | 316 | -0.94 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 2,530 | 0.00 | 690 | 1.62 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 193,246 | 10.32 | 52,694 | 12.09 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 73 | 20 | ||||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 5,849 | 7.34 | 1,595 | 9.03 | ||||
| 2025-06-27 | NP | DJD - 景顺道琼斯工业平均股息 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 | 11,711 | -17.70 | 3,147 | -35.29 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 223 | 197.33 | 61 | 200.00 | ||||
| 2025-04-01 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 9,512 | 4.04 | 3,250 | 22.04 | ||||
| 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 | 20,199 | 4.10 | 5,508 | 5.78 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 1,110 | 5.21 | 303 | 6.71 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 119,634 | -1.14 | 32,666 | 0.59 | ||||
| 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 | 18,258 | -3.99 | 4,979 | -2.45 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 745,391 | 68.76 | 203,261 | 71.48 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 1,440 | 393 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 6,104 | -5.14 | 1,660 | -3.88 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 244,088 | 9.46 | 66,566 | 11.23 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 新洞察财富顾问 | 3,607 | -3.27 | 984 | -1.70 | ||||
| 2025-06-26 | NP | FAGIX - 富达资本和收益基金 | 111,700 | 0.00 | 30,015 | -21.36 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 980 | -5.68 | 267 | -3.96 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 5,637 | -29.01 | 1,537 | -27.84 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 2,135 | 0.19 | 582 | 1.93 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 9,411 | -0.26 | 2,566 | 1.34 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 1,258 | -48.02 | 343 | |||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 1,182 | 16.22 | 322 | 18.38 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 27,200 | 0.00 | 7,309 | -21.37 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 5,335 | 8.88 | 1,416 | -3.02 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 6,671 | 11.82 | 1,793 | -12.07 | ||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 1,340 | -68.95 | 365 | -68.48 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 1,884 | 1.45 | 514 | 3.01 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 52,006 | 5.53 | 13,975 | -17.01 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 607 | 6.87 | 0 | |||||
| 2025-05-12 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 4,560 | -4.92 | 1,210 | -15.27 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 3,901 | 318.11 | 1,064 | 333.88 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,987 | 851.72 | 1,360 | 659.22 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 453 | 77.65 | 122 | 39.08 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 5,269 | -1.14 | 1,437 | 0.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 42,408 | -58.21 | 11,564 | -57.54 | ||||
| 2025-05-12 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 7,604 | -7.86 | 2,074 | -6.37 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,077 | 53.70 | 839 | 56.24 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 6,273,420 | 0.26 | 1,710,699 | 101,787.91 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 24,483 | -7.72 | 6,676 | -6.22 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 4,839 | -1.93 | 1,320 | -0.38 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 32,678 | 219.62 | 8,911 | 224.83 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 166,752 | -8.90 | 45,472 | -7.43 | ||||
| 2025-04-01 | NP | CAML - 国会大盘成长 ETF | 17,531 | 16.02 | 5,990 | 36.07 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 234,434 | -0.94 | 62,995 | -22.10 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 760 | -1.94 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | 德克萨斯资本银行财富管理服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 1,707 | 2.34 | 466 | 4.03 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 5,073 | -16.90 | 1,383 | -15.57 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 3,641 | -17.94 | 993 | -16.64 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 4,287 | -21.11 | 1,169 | -19.82 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 2,000 | -52.38 | 545 | -51.64 | |||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 34 | 0.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 2,081 | 2.66 | 568 | 4.23 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 5,889 | 6.38 | 1,606 | 8.08 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 6,300 | -10.00 | 1,718 | -8.57 | |||
| 2025-07-16 | 13F | FCG投资公司 | 3,961 | -48.25 | 1,080 | -47.42 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 78 | 0.00 | 21 | -23.08 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 15,338 | -4.84 | 4 | 0.00 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 200,000 | 54,538 | |||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,049 | 286 | ||||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 8,552 | -6.94 | 2,332 | -5.47 | ||||
| 2025-08-19 | 13F | Marex 集团 | 203,118 | 55,388 | ||||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 142,566 | 38,876 | ||||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 876,240 | 18.02 | 235,454 | -7.19 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 3,342 | 7.46 | 1 | |||||
| 2025-07-25 | 13F | 明思投资有限公司 | 20,705 | -3.41 | 5,646 | -1.84 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 16,000 | 4,246 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 8,140 | -5.58 | 2,220 | -4.06 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 70 | 0.00 | 19 | 5.56 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 12,094 | -17.63 | 3,298 | -16.32 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 12,587 | 1.43 | 3,432 | 3.06 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 327 | 0.00 | 89 | 2.30 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 147,020 | 116.97 | 40,091 | 120.47 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 3,003 | 819 | ||||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 999 | -72.98 | 272 | -72.58 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 34,370 | -0.15 | 9,387 | 1.61 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 2,155,698 | 0.18 | 587,837 | 1.79 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 23,979 | -4.08 | 6,539 | -2.53 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 1,533 | -11.59 | 418 | -10.11 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 4,373 | -4.21 | 1,192 | -2.69 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 1,337 | -8.36 | 365 | -6.91 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 208,220 | -11.80 | 56,780 | -10.38 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 65,400 | 52.80 | 17,834 | 55.27 | ||||
| 2025-08-07 | 13F | 第1620章 | 109 | -0.91 | 30 | 0.00 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 9,116 | -1.24 | 2,486 | 0.36 | ||||
| 2025-07-22 | 13F | 约德财富管理公司 | 1,307 | 6.26 | 356 | 7.88 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 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 | 1,300,367 | 24.84 | 354,597 | 26.85 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 10,000 | 2,727 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 4,500 | 1,227 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 16,233 | 84.51 | 4,427 | 87.46 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 15,333 | -63.04 | 4,181 | -62.42 | ||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 2,841 | -0.80 | 775 | 0.78 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,072 | -1.27 | 1,383 | 0.36 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 133,800 | -59.98 | 36,481 | -59.30 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 79,500 | 37.31 | 21,676 | 39.61 | |||
| 2025-07-16 | 13F | 美国国家银行 | 1,847 | 2.04 | 504 | 3.71 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 5,274 | 3.17 | 1,438 | 4.89 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 160,250 | -9.62 | 42,526 | -19.47 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 59,790 | 85.14 | 16,304 | 88.14 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 89 | 0.00 | 24 | 4.35 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 101 | 27 | ||||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 2,596 | 32.99 | 708 | 35.18 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,582 | -2.94 | 431 | -2.05 | ||||
| 2025-08-11 | 13F | 信托银行 | 7,519 | -1.88 | 2,050 | -0.29 | ||||
| 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 | 318,101 | -0.06 | 86,743 | 8.80 | ||||
| 2025-03-31 | NP | FBLEX - 富达系列选股大盘价值基金 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 | 88,000 | -64.91 | 30,070 | -58.85 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 12,100 | 34.44 | 3,300 | 36.60 | ||||
| 2025-05-12 | 13F | 泰勒金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 1,348 | 21.88 | 368 | 23.99 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 61,844 | 70.88 | 16,618 | 34.38 | ||||
| 2025-04-23 | 13F | SOL资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 6,778 | 9.08 | 1,848 | 10.86 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,299 | 136.77 | 610 | 111.07 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 2,231 | 2.20 | 608 | 3.93 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 16,856 | -5.77 | 4,597 | -4.25 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 12,265 | 0.88 | 3,345 | 2.51 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 1,650 | 0.00 | 450 | 1.58 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,804 | 1.17 | 1,037 | 2.88 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 47,319 | -21.40 | 12,903 | -20.14 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 10 | -97.87 | 3 | -98.40 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 9,512 | 45.00 | 2,556 | 14.01 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 22,986 | 18.47 | 6,268 | 20.40 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 康宁公司 | 20,051 | 9.89 | 5,468 | 11.66 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 2,163 | -40.12 | 590 | -39.22 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 211 | 57 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 43,157 | -0.32 | 11,768 | 1.28 | ||||
| 2025-07-25 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 524,878 | 139,287 | ||||||
| 2025-05-21 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 8,029 | 3.56 | 2,155 | -16.90 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 5,724 | -1.72 | 1,561 | -0.13 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 122,210 | -3.22 | 33,325 | -1.66 | ||||
| 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 | 47,622 | 0.00 | 12,986 | 1.62 | ||||
| 2025-08-14 | 13F | DC投资管理有限责任公司 | 1,491 | 0.00 | 407 | 1.50 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 288 | 22.03 | 77 | -3.75 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 1,704 | -94.22 | 465 | -94.14 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 150,000 | 151 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 140 | 38 | ||||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 46,912 | -2.42 | 12,792 | -0.84 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 67,445 | 20.46 | 18,392 | 22.40 | ||||
| 2025-06-27 | NP | AIBU - Direxion 每日人工智能和大数据牛市 2X 分享 | 1,172 | -29.48 | 315 | -44.62 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,933 | 4.09 | 527 | 5.82 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 88,065 | 4.55 | 24,014 | 6.24 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 44,800 | 24.79 | 12,217 | 26.80 | |||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 1,210 | -30.72 | ||||
| 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 | 35,295 | -4.60 | 9,366 | -14.99 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,351 | -20.95 | 631 | -36.62 | ||||
| 2025-04-23 | 13F | 社区金融服务集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 10,862 | 20.94 | 2,962 | 22.86 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 财富之星顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 28,600 | 472.00 | 7,799 | 481.51 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 10,997 | 2,999 | ||||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,026 | 0.10 | 280 | 1.45 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 7,845 | 7.58 | 2,139 | 9.30 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 857 | -4.78 | 234 | -22.33 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 758,766 | -29.98 | 206,908 | -28.85 | ||||
| 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 | 1,514 | -8.13 | 517 | 7.71 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 6,658 | 37.05 | 1,816 | 39.29 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 4,455 | -2.43 | 1,215 | -0.90 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 1,652 | -75.41 | 451 | -74.97 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 900 | 245 | ||||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,055 | 288 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 339,500 | 7.81 | 92,826 | 9.19 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 6,550 | -74.36 | 1,791 | -74.04 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 771,700 | 28.70 | 210,998 | 30.35 | |||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 94 | 2.17 | 26 | 4.17 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 19,262 | 9.82 | 5,252 | 11.58 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 224 | -22.76 | 61 | -20.78 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 786 | 214 | ||||||
| 2025-05-27 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 46,050 | -68.90 | 12,358 | -72.29 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 16,024 | -0.97 | 4,370 | 0.62 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 66,567 | 0.00 | 17,665 | -10.90 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 22,213 | -4.30 | 6,057 | -2.76 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 2,141 | -86.78 | 584 | -86.59 | ||||
| 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 | 35,419 | 9,517 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 109,710 | 29,480 | ||||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 68,668 | 13.30 | 18,754 | 15.30 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,155 | 6.03 | 1,652 | -14.90 | ||||
| 2025-08-12 | 13F | 规划替代方案有限公司/adv | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 33,131 | 549.37 | 9,034 | 559.90 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 40 | 11 | ||||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 17,400 | -24.68 | 4,745 | -23.47 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 8,089 | -3.50 | 2,162 | -7.29 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 44,177 | -29.50 | 12,047 | -28.37 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 216,091 | 98.07 | 58,926 | 101.26 | ||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 3,448 | -0.46 | 942 | 1.29 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 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 | 33,051 | 26.44 | 8,881 | -0.57 | ||||
| 2025-06-27 | NP | CLDL - Direxion 每日云计算牛市 2 倍股票 | 693 | -13.27 | 186 | -31.87 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 16,122 | 1.16 | 4,396 | 2.81 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 2,681 | 15.31 | 731 | 17.34 | ||||
| 2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 4,929 | 9.80 | 1,324 | -13.63 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 8,156 | 9.21 | 2,224 | 10.98 | ||||
| 2025-03-27 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 195,665 | -1.80 | 66,859 | 15.16 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 平衡基金 | 2,427 | -1.78 | 662 | -0.30 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 83,695 | -1.75 | 22,823 | -0.17 | ||||
| 2025-07-09 | 13F | 帕克赛德顾问有限责任公司 | 2,299 | 0.00 | 628 | 1.79 | ||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 1,666 | -8.21 | 454 | -6.58 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,242 | 2.48 | 339 | 4.00 | ||||
| 2025-06-23 | NP | INPIX - 互联网超行业深度投资者类别 | 15,552 | -31.24 | 4,179 | -45.94 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 14,676 | 147.95 | 4,002 | 151.95 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 347 | 0.00 | 93 | -19.83 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 441,888 | 16.61 | 118,740 | -8.30 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 77,300 | 42.88 | 21,079 | 45.19 | |||
| 2025-08-12 | 13F | MWA资产管理 | 3,628 | 0.67 | 989 | 2.28 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 734 | 200 | ||||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 6,761 | -2.59 | 1,844 | -1.02 | ||||
| 2025-05-13 | 13F | 汉隆投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 12,405 | 0.51 | 3,383 | 2.11 | ||||
| 2025-07-25 | 13F | 卡巴哈尔奥尔森金融服务集团有限责任公司 | 925 | 0.00 | 252 | 1.61 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 156,714 | 19.44 | 42,734 | 21.37 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 7,220 | -6.32 | 1,969 | -4.84 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,495,725 | 1.19 | 407,869 | 2.83 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 115,756 | 140.74 | 31,566 | 144.63 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 81,200 | -28.14 | 22,142 | -26.98 | |||
| 2025-08-13 | 13F | 阿尔法家族信托 | 2,935 | 0.00 | 800 | 1.65 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 48,480 | 5.93 | 13,240 | 7.81 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 133,800 | 0.45 | 36,486 | 2.07 | |||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 331 | 0.00 | 90 | 2.27 | ||||
| 2025-06-26 | NP | TECB - iShares 美国科技突破多部门 ETF | 45,978 | -3.44 | 12,355 | -24.07 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,700 | 0.71 | 736 | 2.36 | ||||
| 2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 32,623 | 27.04 | 8,766 | -0.09 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 127,113 | -0.12 | 34,662 | 1.49 | ||||
| 2025-05-09 | 13F | 蓝色谷仓财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 206,614 | 8.49 | 56,342 | 10.25 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 1,531 | 43.62 | 411 | 15.17 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 3,939 | -3.57 | 1,074 | -2.01 | ||||
| 2025-05-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 373,349 | 84.89 | 100,192 | 92.99 | ||||
| 2025-06-26 | NP | FIFNX - 富达创始人基金 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 | 4,439 | 0.00 | 1,193 | -21.37 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 2,240 | -0.62 | 578 | 5.47 | ||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 170,103 | -2.47 | 45,649 | -21.71 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 35,774 | 1.35 | 9,755 | 4.15 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 82,278 | 6.28 | 22,436 | 8.00 | ||||
| 2025-08-13 | 13F | Vulcan 价值合作伙伴有限责任公司 | 1,068,324 | 47.65 | 300,014 | 54.49 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 184,482 | 9.75 | 50,307 | 11.52 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 384,082 | 0.00 | 104,735 | 1.61 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 6,386 | 5.22 | 1,741 | 6.94 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 362 | -90.47 | 99 | -90.38 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 1,059 | 0.00 | 289 | 1.41 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 4,328 | 6.68 | 1,181 | 8.55 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 12,172 | -1.46 | 3,320 | 0.21 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 4,621 | 20.09 | 1,003 | -2.43 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 185,744 | -42.64 | 51 | -41.86 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 5,066 | 0.00 | 1,731 | 17.28 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 1,641 | -13.99 | 447 | -12.70 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 77,195 | -37.49 | 21,050 | -36.48 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 281 | 76 | ||||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 6,774 | -20.24 | 1,847 | -18.96 | ||||
| 2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 211,217 | -2.43 | 57,597 | -0.85 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,106 | 8.22 | 574 | 9.96 | ||||
| 2025-08-05 | 13F | 好事达公司 | 1,901 | -94.49 | 518 | -94.40 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 926,408 | 68.96 | 252,622 | 71.68 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 13,032 | 36.70 | 3,554 | 38.90 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 9,206 | -1.33 | 3 | 0.00 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 14,947 | 68.76 | 4,076 | 71.51 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 47,700 | 122.90 | 13 | 160.00 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 2,998 | 2.22 | 805 | -17.96 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 11,312 | -19.21 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 1,367 | 0.00 | 0 | |||||
| 2025-06-16 | 13F | 彼得森财富管理 | 7,987 | 3.39 | 2,143 | -17.00 | ||||
| 2025-08-13 | 13F | 全球捐赠管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 63 | -99.51 | 17 | 466.67 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 48,817 | 8.43 | 12,955 | -3.39 | ||||
| 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 | 37 | 15.62 | 10 | -10.00 | ||||
| 2025-07-07 | 13F | M & L资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 491,924 | -2.38 | 134,143 | -0.81 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 26,506 | 8.27 | 7,228 | 10.02 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 908,101 | 0.83 | 247,630 | 2.46 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,562 | -15.47 | 699 | -14.15 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 991 | 270 | ||||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 18,010 | -25.79 | 4,911 | -24.60 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 1,172 | 320 | ||||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 2,296 | -0.39 | 1 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 99 | 0.00 | 27 | 3.85 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 76,155 | -0.93 | 20,464 | -22.09 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 5,198 | -90.42 | 1,417 | -90.27 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 7,127 | 0.34 | 1,943 | 1.94 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 3,123 | -3.61 | 852 | -2.07 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 312,110 | 0.26 | 83,867 | -21.16 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 1,000 | 0.00 | 273 | 1.49 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 42,792 | 0.00 | 11,669 | 1.61 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 1,562 | 28.35 | 426 | 30.37 | ||||
| 2025-07-09 | 13F | 企业银行 | 4,736 | 2.87 | 1,291 | 4.53 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 7,466 | -19.56 | 2,041 | -18.52 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,375,001 | 8.78 | 364,884 | -3.08 | ||||
| 2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 13,026 | -1.41 | 3,457 | -12.17 | ||||
| 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 | 286,862 | 0.53 | 77,083 | -20.94 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 2,012 | -2.04 | 549 | -0.54 | ||||
| 2025-05-30 | NP | PRMTX - T. Rowe Price 通信与技术基金 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 | 7,900 | -95.23 | 2,120 | -96.17 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 152,825 | -0.17 | 41,674 | 1.44 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 7,248 | -5.16 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,518 | 39.19 | 688 | 41.65 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,514 | -3.01 | 685 | -1.44 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,091 | -39.49 | 295 | -38.92 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 19,820 | 0.00 | 5,405 | 1.62 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 8,916 | -74.33 | 2,431 | -73.91 | ||||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 4,020 | -6.25 | 1,096 | -4.70 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 6,896 | 0.85 | 1,880 | 2.45 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 3,128 | -11.96 | 853 | -10.60 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 3 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 7,668 | -15.72 | 2,097 | -14.66 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 298,132 | -0.48 | 81,298 | 1.12 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 765 | 0.00 | 209 | 1.46 | ||||
| 2025-08-13 | 13F | 吉福德方律师事务所 | 43,009 | 0.00 | 12 | 0.00 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 479 | 29.46 | 127 | 15.45 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 1,158 | 14.77 | 0 | |||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 20,873 | -19.42 | 5,609 | -36.63 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 1,634 | 1.55 | 446 | 3.25 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 6,366 | 11.12 | 1,736 | 12.88 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 28,972 | -14.16 | 7,822 | -30.68 | ||||
| 2025-05-15 | 13F | 洞察控股集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,957 | 0.92 | 795 | -20.68 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 33,513 | 7.43 | 9,139 | 9.16 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 41,355 | -0.99 | 11,278 | 0.60 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 46,129 | 5.23 | 12,579 | 6.93 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,747 | -27.91 | 1,260 | -35.80 | ||||
| 2025-05-27 | NP | 保诚系列基金 - I 类股票投资组合 | 66,258 | -80.06 | 17,781 | -83.99 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 194,027 | -20.39 | 52,909 | -19.11 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 12,419 | 3,337 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 904 | -0.55 | 243 | -21.94 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 117 | -29.94 | 32 | -29.55 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 66 | -33.33 | 18 | -34.62 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 18,351 | 188.95 | 5,004 | 193.66 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 1,139 | 6.55 | 310 | 8.39 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 15,214 | -18.09 | 4,149 | -16.77 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 4,971 | 5.77 | 1,356 | 7.45 | ||||
| 2025-05-13 | 13F | 港口咨询公司 /ma/ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 1,485 | 7.22 | 0 | |||||
| 2025-07-24 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 997 | 0.00 | 265 | -10.81 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 26,973 | -16.28 | 7,355 | -14.92 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 7,392 | -6.78 | 2,016 | -5.31 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 4,227,039 | -47.50 | 1,152,672 | -46.66 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 3,295 | -23.37 | 885 | -39.75 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 4,378 | 1,194 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 6,478,800 | 1.84 | 1,766,704 | 3.48 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 305 | -89.70 | 83 | -89.55 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 3,571 | 31.72 | 975 | 34.11 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 140,530 | 13.00 | 38,320 | 14.83 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 789 | 215 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 6,586 | 25.74 | 1,796 | 27.76 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 15,457 | 9.11 | 4,215 | 10.87 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 743 | -5.83 | 200 | -26.02 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 4,488 | 0.00 | 1,206 | -21.40 | ||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 6,680 | -26.35 | 1,773 | -40.80 | ||||
| 2025-05-14 | 13F | Sig 经纪公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 11,036 | 30.85 | 3,009 | 32.97 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 1,554 | -0.13 | 424 | 1.44 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 0 | 0 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,908,977 | 7.78 | 793,249 | 9.52 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 1,376 | -16.81 | 375 | -15.35 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,264 | 1.89 | 617 | 3.52 | ||||
| 2025-04-29 | 13F | 战略蓝图有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 634,085 | 17.23 | 170,385 | -7.81 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 77,525 | 51.16 | 21,140 | 53.60 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 8,457 | -14.94 | 2,306 | -13.57 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 2,018 | 25.97 | 542 | -0.91 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 152 | 49.02 | 41 | 53.85 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 4,826 | 20.68 | 1,316 | 22.65 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 13,790 | 6.29 | 3,760 | 8.01 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 2,180 | 11.17 | 594 | 12.93 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 70,885 | 746.39 | 19,330 | 760.21 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 10,423 | -5.25 | 2,842 | -3.69 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 7,682 | 1.79 | 2,072 | 2.32 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 24,533 | 104.14 | 6,690 | 107.41 |
