机构投资人持股和股东
Formula One Group (US:FWON.A) 有 496 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 23,460,139 股股票。 最大股东包括 Vanguard Group Inc, Linonia Partnership LP, State Of Wisconsin Investment Board, Ashe Capital Management, LP, BlackRock, Inc., Norges Bank, Janus Henderson Group Plc, Principal Financial Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Sculptor Capital LP .
Formula One Group (NasdaqGS:FWON.A)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
更新频率：每日
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。
13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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| 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 293,650 | 1.71 | 27,885 | 18.55 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 387 | 0.00 | 37 | 16.13 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 682 | -34.23 | 65 | -23.81 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 30 | -25.00 | 0 | |||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ruane、Cunniff 和 Goldfarb LP | 748,343 | 0.96 | 71,063 | 17.68 | ||||
| 2025-08-29 | NP | Gabelli 全球中小型企业价值信托 | 1,000 | 0.00 | 95 | 16.05 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 8,580 | 0.00 | 814 | 16.45 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 358 | 64.22 | 34 | 94.12 | ||||
| 2025-04-28 | NP | JFGAX - 基本全球特许经营基金 A 类 | 54,821 | -57.98 | 4,886 | -53.71 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 7,563 | -1.42 | 722 | 17.21 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 120 | 20.00 | 11 | 37.50 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 3,672 | -50.41 | 324 | -50.99 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 179,867 | 4.45 | 17,080 | 21.75 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 359 | 0.00 | 34 | 17.24 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 11,092 | 0.00 | 1 | |||||
| 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 | 5,476 | 0.00 | 520 | 16.59 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 10,170 | 1.65 | 819 | -6.93 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 10,897 | 0.00 | 878 | -8.55 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,072 | 4.38 | 102 | 38.36 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 5 | 0.00 | 0 | |||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 2,069 | 1.57 | 167 | -7.26 | ||||
| 2025-07-17 | 13F | 橡树家族顾问有限公司 | 6,501 | 0.00 | 617 | 16.64 | ||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 535 | 0.00 | 43 | -8.51 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 40,890 | -39.94 | 3,883 | -30.00 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 399 | 38 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 752 | 30.78 | 72 | 54.35 | ||||
| 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 | 202 | 0.00 | 19 | 18.75 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 184 | -13.21 | 16 | -11.11 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 17,043 | 0.00 | 1,373 | -8.53 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 94,148 | 52.27 | 8,940 | 77.49 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 37,110 | -0.04 | 3,524 | 18.42 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,224 | 0.00 | 1,066 | 16.52 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 2 | 0.00 | 0 | |||||
| 2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,501 | -23.53 | 617 | -10.84 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 25 | 13.64 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | ArrowMark 科罗拉多控股有限责任公司 | 40,724 | 0.00 | 3,867 | 16.58 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 63 | -19.23 | 6 | -16.67 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 71 | 0.00 | 7 | 20.00 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 5,620 | 1.04 | 535 | 18.63 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 380 | 0.00 | 36 | 20.00 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 31,799 | 0.00 | 3,020 | 16.56 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 1,200 | 0.00 | 106 | -0.94 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 52,955 | 5,029 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 342 | 0.00 | 32 | 18.52 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 191 | -32.51 | 18 | -21.74 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 2,671 | 213.13 | 254 | 266.67 | ||||
| 2025-08-29 | NP | EMAAX - 企业并购基金A类 | 3,000 | 0.00 | 285 | 16.39 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 28,373 | -13.04 | 2,694 | 1.35 | ||||
| 2025-07-31 | 13F | Lountzis资产管理有限公司 | 2,866 | -6.92 | 272 | 10.57 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 10 | 0.00 | 1 | |||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,281 | 0.00 | 3,164 | -8.48 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 9,078 | 862 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 3,845 | 33.65 | 365 | 55.98 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,050 | 2.14 | 407 | -6.67 | ||||
| 2025-08-28 | NP | FBBAX - First Foundation 总回报基金 A 类 | 21,599 | 0.00 | 2,051 | 16.60 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 2 | -87.50 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,827 | 13.67 | 268 | 32.67 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 641 | -76.26 | 56 | -76.67 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 13,399 | 380.42 | 1,272 | 460.35 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 28 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 2,229 | -20.56 | 212 | -7.46 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 32 | -79.62 | 3 | -75.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 84,809 | 5.20 | 8,053 | 22.63 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 20,368 | 98.36 | 1,934 | 131.34 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 1 | 0.00 | 0 | |||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,405 | -4.83 | 516 | -13.01 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 59 | 28.26 | 6 | 66.67 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 7,096 | 19.64 | 674 | 39.34 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 8,900 | 0.00 | 845 | 16.55 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 2 | 0.00 | 0 | |||||
| 2025-05-02 | 13F | 协和财富合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 1,097 | 0.00 | 104 | 16.85 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 159,138 | 2.88 | 15,112 | 19.92 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 22,374 | -4.03 | 2,125 | 11.85 | ||||
| 2025-08-27 | NP | BDFFX - 男爵发现基金 | 185,000 | 0.00 | 17,568 | 16.56 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 669 | 0.00 | 64 | 16.67 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 206 | 20 | ||||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 14,208 | 0.00 | 1,349 | 16.59 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 3,708 | 4.51 | 352 | 21.80 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel 顾问有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | IFP 顾问公司 | 195 | 30.00 | 19 | 50.00 | ||||
| 2025-08-19 | NP | BUFMX - 布法罗中型基金投资者类别 | 36,529 | 0.00 | 3,469 | 16.53 | ||||
| 2025-05-15 | 13F | Citadel 顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 27 | 0.00 | 3 | 0.00 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 126 | 0.00 | 11 | 22.22 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 维滕贝格投资管理公司 | 16,448 | -0.74 | 1,562 | 15.63 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,762 | 262 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 28,284 | 81.16 | 2,686 | 111.25 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 497 | 0.00 | 40 | -6.98 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 468,383 | -13.56 | 44,508 | 0.74 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 887,016 | 0.67 | 84,234 | 17.34 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 481 | -4.56 | 46 | 9.76 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 3 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 6,421 | 34.81 | 610 | 56.96 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,048 | -3.68 | 84 | -11.58 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 中型传统成长 VIP 基金 | 1,444 | -3.28 | 137 | 13.22 | ||||
| 2025-08-13 | 13F | 黑羊基金管理有限公司 | 104,010 | 0.00 | 9,877 | 16.56 | ||||
| 2025-04-01 | NP | PRF - Invesco FTSE RAFI US 1000 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 | 2,798 | 32.29 | 246 | 56.69 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 356 | 6.59 | 32 | 23.08 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 2,380 | 0.00 | 192 | -8.61 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 49,659 | -16.32 | 4,716 | -2.46 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 203 | 0.00 | 19 | 18.75 | ||||
| 2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,896 | -5.30 | 15,764 | -6.37 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 311,433 | 6.70 | 29,574 | 24.37 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 28,142 | 2.81 | 2,672 | 19.82 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 27,098 | 43.83 | 2,573 | 67.73 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 42 | 0.00 | 4 | 0.00 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 83 | 0.00 | 7 | 0.00 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 6 | 0 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 2,750 | 11.38 | 261 | 29.85 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 10,859 | -53.43 | 1,014 | -46.66 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 41,931 | -0.46 | 3,982 | 16.03 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 16,152 | 10.46 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 萨瓦资本有限责任公司 | 102,104 | -27.86 | 9,696 | -18.48 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 3,117 | 0.00 | 296 | 16.60 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 6,800 | -20.93 | 646 | -7.86 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 129,353 | 142.45 | 12,283 | 182.63 | ||||
| 2025-08-04 | 13F | 联合银行 | 1,350 | -2.17 | 0 | |||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 3,375 | 339.45 | 320 | 416.13 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 80,548 | -31.14 | 7,649 | -19.74 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,340 | -56.65 | 0 | |||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,332 | 8.03 | 126 | 22.33 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,258 | -16.95 | 424 | -24.06 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 330 | 0.00 | 31 | 19.23 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 146 | 2,820.00 | 14 | |||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 19,095 | 0.00 | 1,813 | 16.59 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 278,697 | -16.49 | 26,465 | -2.66 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 21,748 | 0.00 | 2,065 | 16.60 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 8,507 | 17.13 | 808 | 32.30 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 832 | 0.00 | 79 | 17.91 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 517 | 0.00 | 49 | 16.67 | ||||
| 2025-08-14 | 13F | 雕塑家资本有限合伙人 | 750,000 | 1.73 | 71,220 | 18.58 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 4 | 0 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 987 | -5.00 | 94 | 10.71 | ||||
| 2025-06-23 | NP | PPQMX-中型股成长基金 III R-3 | 101 | -13.68 | 8 | -20.00 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 5,109 | 0.00 | 485 | 16.59 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 97 | 1.04 | 8 | -12.50 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 阿什资本管理有限合伙人 | 1,184,179 | 0.00 | 112,450 | 16.56 | ||||
| 2025-08-14 | 13F | 德肖公司 | 40,020 | 14.90 | 3,800 | 33.94 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 3,908 | 25.74 | 344 | 24.64 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 5,563 | 0.00 | 528 | 16.56 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 105 | 0.00 | 8 | -11.11 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 12 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Bamco Inc /纽约/ | 333,317 | 10.12 | 31,652 | 28.35 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 1,934 | 4.26 | 156 | -4.91 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 10,813 | 1,027 | ||||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 495 | 65.00 | 47 | 95.83 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 1,152 | 40.32 | 109 | 65.15 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 602 | 0.00 | 48 | -7.69 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 1,663 | 0.00 | 0 | |||||
| 2025-08-07 | 13F/A | 工商信用 | 34,289 | 3,256 | ||||||
| 2025-08-26 | NP | PEXMX - T. Rowe Price 扩展股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,187 | 0.00 | 588 | 16.47 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 35,932 | 0.31 | 3,412 | 16.93 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 228 | -11.28 | 22 | 5.00 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 9,916 | 0.00 | 942 | 16.60 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 664 | 0.00 | 63 | 16.67 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 600 | 0.00 | 53 | -1.89 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 101,394 | 0.00 | 9,628 | 16.56 | ||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 16,200 | 72.34 | 1,538 | 101.05 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,975 | 0.00 | 4,668 | -1.12 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 9 | -10.00 | 1 | |||||
| 2025-08-12 | 13F | 贝莱德公司 | 1,114,521 | 4.45 | 105,835 | 21.75 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 961 | 9.08 | 91 | 28.17 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 159 | -10.17 | 14 | -6.67 | ||||
| 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 | 558 | 0.00 | 53 | 15.56 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 6,739 | 15.47 | 640 | 34.53 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,431 | 18.26 | 136 | 37.76 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 117 | -54.83 | 11 | -47.62 | ||||
| 2025-08-11 | 13F | 比斯莱特管理有限公司 | 85,000 | 0.00 | 8,072 | 16.57 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 145 | 13 | ||||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 4,443 | 0.00 | 358 | -8.70 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | 34,441 | 152.76 | 3,271 | 194.59 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 300 | 0.00 | 28 | 16.67 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 560 | -12.50 | 0 | |||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 6,255 | 0.03 | 594 | 16.50 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 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 | 509 | -19.59 | 41 | -27.27 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 554,553 | 2.87 | 52,660 | 19.91 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 12,703 | 2.66 | 1,119 | 1.54 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,719 | -9.55 | 240 | -10.49 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克下一代 100 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 | 104 | 2.97 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 2,193 | 208 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 18,900 | 2.87 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 156 | -0.64 | 15 | 16.67 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 4,817 | -4.16 | 457 | 11.74 | ||||
| 2025-08-29 | NP | GABCX - Gabelli Abc 基金 Aaa 级 | 2,000 | 0.00 | 190 | 16.67 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 3,821 | -4.52 | 363 | 11.04 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 2,877 | -2.21 | 273 | 14.23 | ||||
| 2025-04-18 | 13F | 中央信托公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 412 | 0.24 | 34 | -2.94 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 184 | 4.55 | 17 | 21.43 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 403 | 12.57 | 38 | 31.03 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 65 | 0.00 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 300 | 0.00 | 28 | 16.67 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 2,125 | 202 | ||||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 48,398 | -2.60 | 4,596 | 13.51 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 7,408 | 703 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 967,291 | 0.52 | 91,854 | 18.80 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 49,784 | 3.22 | 4,727 | 20.31 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 361 | 0.00 | 34 | 17.24 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 617 | 22.42 | 54 | 22.73 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 5,200 | 0.06 | 494 | 16.55 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 13,127 | -18.09 | 1,157 | -19.05 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 27 | 3 | ||||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 150 | 0.00 | 14 | 8.33 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 24,219 | -16.64 | 2,300 | -2.83 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 111 | 0.00 | 11 | 11.11 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 510 | 14.35 | 0 | |||||
| 2025-08-01 | 13F | 贝西默集团公司 | 639 | -1.69 | 0 | |||||
| 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 | 700 | 66 | ||||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 530 | 0.00 | 50 | 16.28 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 502 | -5.99 | 40 | -14.89 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 11,314 | 3.51 | 1,074 | 20.67 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 340 | 18.47 | 32 | 45.45 | ||||
| 2025-06-23 | NP | IYC - iShares 美国消费者服务 ETF | 5,367 | -16.17 | 432 | -23.27 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 40,236 | -1.55 | 3,821 | 14.75 | ||||
| 2025-03-28 | NP | DRFAX - 戴维斯研究基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 45,040 | 9.74 | 4 | 33.33 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 5,660 | -64.77 | 537 | -58.94 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 7,285 | -3.03 | 692 | 12.91 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 14 | -48.15 | 1 | -50.00 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 81 | 0.00 | 8 | 16.67 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 6,177 | 5.10 | 587 | 22.59 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 566 | 47.78 | 54 | 70.97 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 3,935 | 0.00 | 317 | -8.67 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 122 | 1,933.33 | 12 | 22.22 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 488 | -7.75 | 40 | -11.36 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 6,403 | 0.00 | 516 | -8.53 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 2,301 | -8.29 | 219 | 6.86 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 183 | 0.00 | 17 | 21.43 | ||||
| 2025-04-21 | 13F | 罗纳德·布鲁信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | 特鲁投资资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 佩考特公司 | 12,108 | -2.42 | 1,150 | 13.76 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 2,853 | -26.01 | 271 | -14.01 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 5,077 | 0.00 | 409 | -8.52 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 2 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 北方信托公司 | 114,874 | -2.02 | 10,908 | 14.21 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,224 | 0.00 | 743 | -8.51 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 15 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 3,754 | -33.67 | 356 | -22.78 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 378 | 0.00 | 36 | 16.67 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 中型股账户 1 类 | 10,923 | -4.11 | 1,037 | 11.75 | ||||
| 2025-07-28 | NP | QQQJ - 景顺纳斯达克下一代 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,211 | -1.86 | 812 | -2.99 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 6,884 | 0.00 | 561 | -3.11 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 23,783 | -13.20 | 2,258 | 1.16 | ||||
| 2025-08-13 | 13F | 埃尔格森资本管理公司 | 143,968 | 1.90 | 13,663 | 18.75 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 619 | 0.00 | 59 | 16.00 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 12 | 1 | ||||||
| 2025-08-29 | NP | JAAGX - 骏利亨德森企业投资组合服务股票 | 54,039 | 0.00 | 5,132 | 16.56 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 中型增长副总裁初始 | 28,708 | -2.72 | 2,726 | 13.39 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 21,826 | 0.00 | 2,073 | 16.54 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 76 | 7 | ||||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 33,500 | -1.18 | 3,181 | 15.21 | ||||
| 2025-07-22 | 13F | 多尔蒂财富顾问有限责任公司 | 367 | 0.00 | 35 | 17.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 1,427 | 0.00 | 136 | 16.38 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 8,244 | 783 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 154 | 4.76 | 15 | 27.27 | ||||
| 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 | 1,552 | 0.00 | 137 | -1.45 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 500 | 0.00 | 47 | 17.50 | ||||
| 2025-08-08 | 13F | 创意策划 | 32,408 | 73.86 | 3,077 | 102.70 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 12 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 7 | 0 | ||||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 697 | -10.06 | 66 | 4.76 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,253 | 214 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 828 | 0.49 | 79 | 16.42 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 1,266 | 0.00 | 102 | -9.01 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 693 | 66 | ||||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 1,500 | -10.82 | 142 | 3.65 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 1,097 | 0.00 | 88 | -8.33 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 43,976 | -13.19 | 4,176 | 1.16 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 19 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 8,355 | 793 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 4,030 | 19.66 | 383 | 39.42 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 83 | 0.00 | 8 | 16.67 | ||||
| 2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,107 | 0.00 | 105 | 16.67 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 6,955 | 0.00 | 660 | 16.61 | ||||
| 2025-08-29 | NP | 加贝利多媒体信托公司 | 9,500 | 0.00 | 902 | 16.69 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 6 | 1 | ||||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,500 | -1.61 | 237 | 14.49 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 13,561 | -2.51 | 1,288 | 13.59 | ||||
| 2025-07-11 | 13F | 库珀投资者有限公司 | 51,971 | 14.02 | 4,935 | 32.91 | ||||
| 2025-07-09 | 13F | 芬利金融有限公司 | 451 | 0.00 | 43 | 16.67 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 4,640 | -1.36 | 441 | 14.88 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 3,744 | -66.80 | 356 | -61.33 | ||||
| 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 | 47,161 | -11.39 | 4,156 | -12.40 | ||||
| 2025-04-22 | NP | GINN - 高盛创新股票 ETF | 5,052 | 13.20 | 450 | 24.65 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 5,361 | -11.09 | 509 | 3.67 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 227 | 14.65 | 22 | 31.25 | ||||
| 2025-05-30 | NP | Gabelli Capital 系列基金公司 - Gabelli Capital 资产基金 Aaa 级 | 1,500 | 0.00 | 122 | -3.17 | ||||
| 2025-08-07 | 13F | 斯科公司 | 67,947 | 0.58 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 10 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | 关键金融公司 | 1 | 0 | ||||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 34,185 | 0.00 | 3,246 | 16.55 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 3,056 | 6.15 | 290 | 23.93 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 2 | 0 | ||||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 160 | 0.00 | 15 | 15.38 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 116,985 | 0.46 | 11,109 | 17.09 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 800 | 0.00 | 76 | 15.38 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 772 | 12.21 | 62 | 3.33 | ||||
| 2025-08-12 | 13F | 高桥资本管理有限公司 | 365,000 | 27.81 | 34,660 | 48.97 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 9,209 | 287.91 | 811 | 284.36 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 1,729 | 0.00 | 164 | 16.31 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 6,157 | 0.56 | 585 | 17.23 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 23 | 2 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 59 | 156.52 | 6 | 400.00 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 17,109 | -0.12 | 1,625 | 16.40 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 3,949 | -9.78 | 375 | 5.06 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 468 | -2.90 | 44 | 12.82 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 8,154 | -34.93 | 657 | -40.53 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 216 | 0.00 | 19 | 0.00 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 2,853 | -26.01 | 271 | -14.01 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 417,306 | 4.61 | 39,627 | 21.93 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 1,820 | 0.00 | 147 | -8.75 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,026 | 18.89 | 97 | 38.57 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 15,000 | 0.00 | 1,424 | 16.53 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 13 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 13,607 | 9.84 | 1,199 | 8.61 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 76 | 7 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 6,017 | 1.31 | 571 | 18.22 | ||||
| 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 | 846 | 0.00 | 68 | -8.11 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 7,578 | 215.22 | 720 | 268.72 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 7,122 | -1.45 | 676 | 14.97 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 819,217 | 1.46 | 77,793 | 18.26 | ||||
| 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 | 71,269 | 0.00 | 6,768 | 16.55 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 通信服务行业基金 (I) | 3,710 | 7.38 | 352 | 25.27 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 533 | -3.44 | 51 | 13.64 | ||||
| 2025-08-14 | 13F | 道富银行 | 350,191 | -5.82 | 33,254 | 9.77 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 18,069 | 18.91 | 1,716 | 38.53 | ||||
| 2025-08-11 | 13F | 花旗集团 | 16,714 | -64.22 | 1,587 | -58.29 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 146,715 | -3.11 | 13,932 | 12.93 | ||||
| 2025-08-13 | 13F | 阿里斯蒂德斯资本有限责任公司 | 6,568 | 0.00 | 624 | 16.45 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 147 | 0.00 | 14 | 18.18 | ||||
| 2025-06-26 | NP | FNKFX - 富达中型股票 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 | 47,389 | 0.00 | 3,817 | -8.49 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 14 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 8 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 3,800 | -6.13 | 361 | 9.42 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 157 | -70.04 | 15 | -66.67 | ||||
| 2025-05-12 | 13F | 康帝基资本管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 2,160 | 6.04 | 205 | 24.24 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 10,650 | 21.83 | 1,011 | 41.99 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 2,953 | 260 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 21,682 | 76.94 | 2,059 | 106.21 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 109 | 7.92 | 10 | 25.00 | ||||
| 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 | 166 | 0.00 | 16 | 25.00 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 37,178 | 3,530 | ||||||
| 2025-08-15 | 13F | Binnacle投资公司 | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 18,107 | 0.00 | 1,459 | -8.47 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 4,485 | -1.19 | 426 | 15.18 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 899 | -63.63 | 85 | -57.71 | ||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 2,045 | 0.00 | 182 | 10.30 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 2 | 100.00 | 0 | |||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 10,992 | 1 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 979 | 1.87 | 79 | -7.14 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 864 | 0.00 | 82 | 17.14 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 37 | -2.63 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 0 | |||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 5,716 | 0.00 | 543 | 16.56 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 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 | 10,462 | 3.99 | 843 | -4.86 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 8 | 1 | ||||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 10,605 | -0.10 | 1 | |||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 323 | -21.41 | 26 | -27.78 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 29,397 | -1.39 | 2,792 | 14.95 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 4,777 | -1.04 | 385 | -9.43 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 59,719 | 219.49 | 5,671 | 272.54 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 37,750 | -1.31 | 3,585 | 15.02 | ||||
| 2025-06-26 | NP | FMCSX - 富达中盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 309,048 | 0.00 | 24,894 | -8.49 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 10,651 | 6.77 | 939 | 5.51 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 147,017 | -3.54 | 13,962 | 12.45 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 1 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 资产标记公司 | 391 | 196.21 | 37 | 270.00 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 178,983 | -2.13 | 16,996 | 14.08 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 112,750 | -2.08 | 10,707 | 14.12 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 4,073 | 0.00 | 328 | -8.38 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 2 | -50.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 17 | 0.00 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | Ranger投资管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 8 | 1 | ||||||
| 2025-08-14 | 13F | 达萨纳资本合伙公司 | 625,000 | 0.00 | 59,350 | 16.56 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 109 | 6.86 | 10 | 0.00 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 257 | 151.96 | 23 | 144.44 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 35 | 3 | ||||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 800 | -46.67 | 76 | -38.52 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 800 | 0.25 | 70 | -1.41 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 2,050 | 0.00 | 195 | 16.17 | ||||
| 2025-08-29 | NP | MOGLX - Gabelli 媒体大亨基金 | 4,500 | 0.00 | 427 | 16.67 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 1,374 | 57.93 | 130 | 85.71 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 2,995 | 0.00 | 284 | 16.39 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长机会投资组合 VC 级 | 7,196 | -5.74 | 683 | 9.98 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 3,448 | 0.00 | 304 | -1.30 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 4,524 | 0.00 | 430 | 16.58 | ||||
| 2025-05-28 | 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 | 115 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 144 | 0.00 | 14 | 18.18 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 62,841 | -21.99 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 14,773 | 1,403 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 2,642 | 54.23 | 0 | |||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 2,867 | 272 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 795 | 0.00 | 70 | 0.00 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,011,778 | 96,078 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 5 | 0 | ||||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 490 | 0.00 | 39 | -9.30 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,809 | 12.05 | 267 | 30.39 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 37,810 | 0.83 | 3,590 | 17.51 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 19,159 | -32.32 | 1,819 | -21.12 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 3,703 | -12.11 | 352 | 2.33 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 450 | 0.00 | 43 | 16.67 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 53,429 | 247.17 | 5,074 | 304.87 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 2,249 | 214 | ||||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 8,104 | 11.12 | 714 | 10.02 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,275 | 1.27 | 121 | 18.63 | ||||
| 2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 4,610 | -1.71 | 438 | 14.40 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 3,631 | 345 | ||||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 475 | -15.93 | 38 | -22.45 | ||||
| 2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 2,176 | 0 | ||||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,377 | 5.32 | 226 | 22.95 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 14,450 | 29.18 | 1,336 | 53.10 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 114 | 90.00 | 11 | 150.00 | ||||
| 2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 52,251 | -21.61 | 4,604 | -22.49 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 1,460 | 31.77 | 129 | 70.67 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 6 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | 海明顿财富管理 | 116 | 3.57 | 0 | |||||
| 2025-08-14 | 13F | 利诺尼亚合伙公司 | 2,118,059 | -10.04 | 201,131 | 4.85 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 1,934 | 102.73 | 184 | 137.66 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 2,010 | -0.20 | 162 | -9.04 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 69,300 | 37.49 | 6,581 | 60.25 | ||||
| 2025-08-14 | 13F | Tpg Gp A 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 联信银行 | 2,039 | -3.59 | 194 | 12.21 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,082 | 32.11 | 103 | 54.55 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 6,523 | -0.75 | 619 | 15.70 | ||||
| 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 | 5,267 | 0.00 | 424 | -8.42 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 23,630 | 2.38 | 2,244 | 19.31 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 36,673 | -0.78 | 3,482 | 15.64 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 126 | 0.00 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 118,397 | 6.93 | 11,243 | 24.63 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 567 | 0.00 | 46 | -2.13 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 398 | 0.00 | 38 | 15.63 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,543 | -2.55 | 1,413 | -10.80 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 15 | 0.00 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 350 | 0.00 | 33 | 17.86 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 4,546 | 432 | ||||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 2 | 0 | ||||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 4,230 | 402 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 3,432 | 7.45 | 302 | 6.34 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 821 | 76.18 | 78 | 108.11 | ||||
| 2025-08-13 | 13F | 帕拉迪斯投资管理有限公司 | 2,156 | 205 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 85,657 | 3.84 | 8,134 | 21.03 | ||||
| 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 | 1,915 | 0.00 | 154 | -8.33 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 1,580 | -1.25 | 127 | -9.29 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 10,563 | 138.28 | 1,003 | 177.84 | ||||
| 2025-07-30 | 13F | 道德公司 | 4,461 | 426 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 7 | 1 | ||||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 78,369 | -0.33 | 7,442 | 16.17 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,848 | 163 | ||||||
| 2025-05-15 | 13F | 贝克堡资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 5 | 0.00 | 0 | |||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 389 | 0.00 | 34 | 0.00 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 33 | 0.00 | 3 | 50.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 627 | -13.64 | 60 | 0.00 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 363 | 49.38 | 29 | 38.10 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 4,581 | 13.50 | 435 | 32.62 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 255 | 0.00 | 24 | 20.00 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 192 | 0.00 | 18 | 20.00 | ||||
| 2025-03-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 69,097 | 0.00 | 6,082 | 18.56 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 37,110 | 0.00 | 3,524 | 16.54 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 1,854 | -0.43 | 176 | 16.56 | ||||
| 2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 505,651 | -2.42 | 40,730 | -10.70 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 28,378 | 7.94 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 454,863 | 0.00 | 43,194 | 16.56 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 2,856 | -0.31 | 271 | 16.31 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 8 | 1 | ||||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 366 | 1.39 | 35 | 17.24 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 6,945 | -20.42 | 559 | -27.21 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 159 | 0.00 | 15 | 25.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 6,254 | 4.37 | 1 | |||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 140 | 0.00 | 13 | 18.18 | ||||
| 2025-08-29 | NP | JAENX - 骏利亨德森企业基金 T 级 | 731,603 | 0.00 | 69,473 | 16.56 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 10 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 5,097 | -0.08 | 484 | 16.63 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 21 | -40.00 | 2 | -50.00 | ||||
| 2025-04-23 | 13F | 尖峰财富管理 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 1,351,443 | 1.25 | 128,333 | 18.01 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 442,662 | 0.92 | 42,035 | 17.63 | ||||
| 2025-05-14 | 13F | CIBC 世界市场公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 7,599 | -2.51 | 722 | 13.54 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,073 | -31.94 | 197 | -20.97 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 2 | 0 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 3,136 | 53.88 | 298 | 78.92 | ||||
| 2025-08-06 | 13F | 南州公司 | 30 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 4,808 | -11.09 | 457 | 3.64 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 617 | 2.15 | 59 | 18.37 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 2,213,439 | 2.22 | 210,188 | 19.15 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 3,277 | 25.70 | 311 | 47.39 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 300 | 0.00 | 28 | 16.67 | ||||
| 2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 9,570 | 3.44 | 843 | 2.31 | ||||
| 2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,306 | -3.76 | 124 | 12.73 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 36,529 | 0.00 | 3,469 | 16.53 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB | 45,058 | -2.26 | 4,279 | 13.93 | ||||
| 2025-05-07 | 13F | 财务演讲公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 1,028 | -10.30 | 98 | 4.30 | ||||
| 2025-08-29 | NP | GCASX - Gabelli 小盘成长基金 A 类 | 20,000 | 0.00 | 1,899 | 16.57 | ||||
| 2025-08-25 | NP | SEQUX - 红杉基金公司 | 42,268 | 0.00 | 4,014 | 16.56 | ||||
| 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 | 334 | 0.00 | 32 | 14.81 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 618 | 6.37 | 54 | 5.88 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 54 | 5 | ||||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,898 | -3.51 | 5,711 | -11.71 | ||||
| 2025-06-17 | NP | MERAX - 麦迪逊中盘基金 中盘基金 A 类 | 454,863 | 0.00 | 36,639 | -8.49 |
