机构投资人持股和股东
Intuit Inc. (US:INTU) 有 3525 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 274,610,763 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Jpmorgan Chase & Co, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Price T Rowe Associates Inc /md/, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Wellington Management Group Llp, and Invesco Qqq Trust, Series 1 .
Intuit Inc. (NasdaqGS:INTU)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 5, 2025 is 672.82 / share. Previously, on September 9, 2024, the share price was 626.99 / share. This represents an increase of 7.31% 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。
13F和NPORT备案
.Important Note
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 80,932 | 72.42 | 63,745 | 121.18 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 7,815 | 4.83 | 6,156 | 34.48 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 18,672 | -0.71 | 14,707 | 27.37 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 339 | 1.80 | 267 | 30.88 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,008 | 3.38 | 794 | 32.61 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 3,002 | 14.06 | 2,364 | 46.29 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 3,240 | -10.32 | 2,441 | 10.10 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 20,000 | 20.48 | 15,753 | 54.55 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 18,600 | 2.20 | 14,650 | 31.10 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 35,000 | 27,567 | ||||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 11,451 | 34.10 | 7,185 | 39.89 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 345 | 272 | ||||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,335 | -7.03 | 1,051 | 19.30 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 132,472 | 5.35 | 104,343 | 35.15 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 1,204 | 0.00 | 948 | 28.28 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 153 | 0.00 | 121 | 29.03 | ||||
| 2025-08-11 | 13F | 伯克利公司 | 289 | 228 | ||||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 2,394 | -0.66 | 1,886 | 27.45 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 奥布里资本管理有限公司 | 8,300 | 0.00 | 4,511 | 9.76 | ||||
| 2025-05-15 | 13F | Centiva 资本有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 核心另类资本 | 8 | 0.00 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 700 | 551 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 13,670 | 9.40 | 10,767 | 40.36 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,540 | -1.23 | 12,240 | 26.70 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 1,967 | -46.36 | 1,549 | -31.16 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 685 | 47.63 | 540 | 89.79 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 3,611 | 98.30 | 2,844 | 154.38 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 278 | 219 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 9 | ||||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 10,693 | 8,422 | ||||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 7,056 | -7.49 | 5,316 | 13.57 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 7,383 | -3.54 | 4,633 | 0.63 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 375 | -0.79 | 295 | 27.16 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 6,222 | 5.69 | 4,901 | 35.58 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 278 | 219 | ||||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 82,391 | -3.73 | 64,893 | 23.50 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 3,424 | 2,697 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 608 | 46.86 | 477 | 87.06 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 28 | 22 | ||||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 9,113 | 32.48 | 6,866 | 62.62 | ||||
| 2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 532,500 | -29.93 | 401,223 | -17.73 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 398 | 165.33 | 313 | 243.96 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 1,419 | -6.03 | 1,118 | 20.50 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 152,264 | 29.11 | 119,928 | 65.62 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 22,275 | -1.16 | 13,977 | 3.10 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 42 | 33 | ||||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 1,543 | -24.25 | 1,215 | -2.80 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 708 | 3.81 | 558 | 33.25 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 99,506 | -2.09 | 78,374 | 25.60 | ||||
| 2025-08-11 | 13F | 花旗集团 | 604,606 | 10.82 | 476,205 | 42.16 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 88,116 | 0.05 | 69,403 | 28.35 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 42,197 | -6.95 | 33,235 | 19.36 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 1,320,400 | 4.96 | 1,039,987 | 34.64 | |||
| 2025-08-11 | 13F | 花旗集团 | Call | 7,300 | -86.58 | 5,750 | -82.79 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 407,300 | 6.51 | 320,802 | 36.63 | |||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 429 | 6.72 | 338 | 36.99 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 860,698 | 7.99 | 677,912 | 38.53 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 13,799 | 45,896.67 | 10,869 | 60,277.78 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 50,731 | 0.00 | 39,957 | 28.28 | ||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 6,522 | 0.12 | 5,137 | 28.43 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 801 | 12.66 | 631 | 44.50 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 30 | 11.11 | 24 | 43.75 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 5,937 | -0.75 | 5 | 33.33 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 6,391 | 46.72 | 5,033 | 83.89 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 7,949 | 504.95 | 6,261 | 676.67 | ||||
| 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 | 139 | 23.01 | 87 | 29.85 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 3,079 | -9.12 | 2,425 | 16.59 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 13 | 44.44 | 10 | 100.00 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 1,081 | 19.71 | 851 | 53.61 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 9,844 | 8.71 | 7,753 | 36.23 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 26,183 | 0.56 | 20,623 | 29.01 | ||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 1,507 | -1.57 | 1 | |||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 345 | 3.92 | 269 | 32.02 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 343 | 270 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 256 | 202 | ||||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 389 | 0.00 | 306 | 28.57 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 2,026 | 1,596 | ||||||
| 2025-08-19 | 13F | 财富集团有限公司 | 336 | 0 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 31 | 0.00 | 24 | 26.32 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 13,538 | -32.03 | 10,663 | -12.82 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 574 | 452 | -52.57 | |||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 4,670 | -2.10 | 3,678 | 25.61 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 4,132 | 24.80 | 2,537 | 21.97 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 495,600 | 134.44 | 390,349 | 200.74 | |||
| 2025-08-14 | 13F | ThornTree 资本合伙公司 | 49,089 | -13.18 | 38,664 | 11.37 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 19 | 0.00 | 15 | 27.27 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 281 | 221 | ||||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 797 | -1.48 | 628 | 26.41 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,100 | -10.53 | 3,843 | 9.83 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 25,454 | -3.00 | 15,972 | 1.18 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 22,080 | -7.60 | 17 | 21.43 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 4 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 5,425 | -3.42 | 4,273 | 23.90 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 845 | -8.05 | 666 | 17.91 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 18,606 | 0.30 | 15 | 27.27 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 9,749 | 14.88 | 7,679 | 47.37 | ||||
| 2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 521 | -96.62 | 410 | -95.67 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 106,904 | 47.16 | 84,201 | 88.78 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 40 | 0.00 | 32 | 29.17 | ||||
| 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 | 99,837 | 19.80 | 78,635 | 53.68 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,300 | -75.13 | 980 | -70.81 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,000 | -77.65 | 24,111 | -73.76 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 4,276 | -0.19 | 3,368 | 28.02 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 20 | 150.00 | 8 | 16.67 | ||||
| 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 | 15,500 | -14.84 | 11,679 | 4.54 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 1,205 | 0.00 | 949 | 28.42 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 26,937 | -13.24 | 21,216 | 11.29 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 199,018 | -3.69 | 157 | 23.81 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 5,609 | -94.47 | 4,418 | -92.91 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 可持续股票投资组合 I 类 | 20,157 | 0.00 | 15,876 | 28.28 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,802 | 1,419 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 5 | 0.00 | 4 | 0.00 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,622 | 2.60 | 3,640 | 31.60 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 107 | 50.70 | 84 | 95.35 | ||||
| 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 | 3,390,682 | 0.03 | 2,670,603 | 28.32 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 137,509 | 16.12 | 108,306 | 48.96 | ||||
| 2025-07-17 | 13F | SFM有限责任公司 | 731 | -0.95 | 576 | 27.21 | ||||
| 2025-05-02 | 13F | 认可投资者服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 4,487 | -23.02 | 3,534 | -1.23 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 47,513 | 0.00 | 37,423 | 28.28 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 10,444 | -6.83 | 8,226 | 19.53 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 36 | 0.00 | 22 | 0.00 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 146 | 115 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 667 | 180.25 | 525 | 360.53 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 476 | -11.52 | 375 | 13.33 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 11,245 | 2.32 | 8,857 | 31.30 | ||||
| 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 | 623,751 | 49.13 | 469,978 | 83.05 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 164 | -6.82 | 129 | 19.44 | ||||
| 2025-08-12 | 13F | 联合银行 | 359 | -12.01 | 283 | 12.80 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 5,170 | 0.00 | 4,072 | 28.29 | ||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 21,733 | 6.93 | 16,278 | 30.44 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 60 | 47 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 14,225 | -1.89 | 11,204 | 25.86 | ||||
| 2025-08-12 | 13F | 登打士合伙人律师事务所 | 36,888 | 0.00 | 29,054 | 28.29 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 174,613 | -1.46 | 137,530 | 26.40 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 270 | 213 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,511 | 30.85 | 1,892 | 60.66 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 1,447 | -2.43 | 1,140 | 25.16 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 14,571 | 2.02 | 11,477 | 30.87 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 135 | -10.00 | 106 | 15.22 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 3,300 | -64.13 | 2,599 | -55.05 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | DGIFX - 纪律成长投资者基金 | 13,207 | -14.55 | 8,287 | -10.86 | ||||
| 2025-05-13 | 13F | 佩里特资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 25,211 | -0.38 | 15,819 | 3.92 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 28,895 | -3.09 | 22,760 | 24.32 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 505 | 34.67 | 398 | 73.36 | ||||
| 2025-07-28 | NP | NBDS - Neuberger Berman Disrupters ETF | 940 | -9.53 | 708 | 11.15 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 466 | -0.85 | 367 | 27.43 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 5,052 | 2,400.99 | 3,979 | 3,108.87 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 1,345 | 0.00 | 1,059 | 28.36 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 23 | 14 | ||||||
| 2025-05-08 | 13F | 特里维斯特顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 2,333 | -2.99 | 1,838 | 24.46 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,087 | 7.45 | 2,431 | 37.81 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 18 | 14 | ||||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 394 | 310 | ||||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 21,166 | 0.00 | 16,674 | 28.25 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 24 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 11,786 | 5.26 | 9,284 | 35.05 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 1,007 | 154.94 | 793 | 227.69 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 3,436 | -75.50 | 2,706 | -68.58 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 267,021 | 1.02 | 210,314 | 29.59 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 159 | -84.77 | 125 | -77.80 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 20,076 | -58.93 | 11,776 | 40.56 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,406 | 7.21 | 2,683 | 37.59 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 2,049 | 0.89 | 1,614 | 26.81 | ||||
| 2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 39,856 | 5.04 | 31,392 | 34.74 | ||||
| 2025-07-18 | 13F | 联合银行 | 273 | 215 | ||||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 131 | 0.00 | 103 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 11,900 | -29.17 | 9,381 | -9.02 | |||
| 2025-08-11 | 13F | 基石投资者私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 130 | -98.59 | 102 | -98.19 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 797 | -6.57 | 628 | 19.89 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 15,600 | -52.73 | 12,297 | -39.28 | |||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 74,186 | 49.93 | 58,431 | 92.34 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 47,476 | -37.23 | 37,394 | -19.48 | ||||
| 2025-08-01 | 13F | 财富观察顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | VCULX - 成长基金 | 51,192 | 26.54 | 38,572 | 55.33 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,638,070 | 2.68 | 1,290,184 | 35.03 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 774 | -10.93 | 583 | 9.38 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -110 | -87 | |||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 10,392 | -2.23 | 8,185 | 25.42 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 117 | 0.00 | 92 | 29.58 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 1,300 | 0.00 | 1,024 | 28.20 | |||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,609 | 12.44 | 3,631 | 44.22 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 208,353 | 56.63 | 164,105 | 100.93 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,525 | 0.00 | 1,201 | 28.31 | ||||
| 2025-07-17 | 13F | Luminvest 财富管理有限责任公司 | 400 | 0.00 | 315 | 28.57 | ||||
| 2025-08-07 | 13F | 第1620章 | 3 | 0.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | 库克森财富有限责任公司 | 8 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | 耐用资本合伙公司 | 782,292 | 12.15 | 616,157 | 43.86 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 522 | -2.25 | 411 | 25.69 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 5,410 | 9.29 | 4,261 | 40.18 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 392 | 0.00 | 309 | 28.33 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 15,710 | 155.82 | 12,374 | 228.20 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 297 | 0 | ||||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 61 | -32.97 | 48 | |||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 290 | 228 | ||||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 766 | 11.18 | 604 | 42.55 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 169,190 | -3.19 | 133,259 | 24.18 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 439 | -18.85 | 262 | -23.01 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 19,674 | -23.16 | 12,345 | -19.84 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 3,525 | -0.90 | 2,776 | 27.16 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 1,999 | -31.56 | 1,506 | -16.01 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 1,039 | 818 | ||||||
| 2025-07-25 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 130,936 | 98,656 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 369 | -2.89 | 291 | 24.46 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 42,939 | 33,820 | ||||||
| 2025-08-14 | 13F | 道富银行 | 12,724,323 | 1.00 | 10,022,059 | 29.56 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 589 | -4.69 | 464 | 22.16 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 355,651 | 55.94 | 280,115 | 100.06 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,624 | 11.47 | 2,854 | 42.99 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 1,728 | 535.29 | 1,361 | 734.97 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 650 | 1.56 | 512 | 30.61 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 909 | -58.17 | 716 | -46.40 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 195,000 | 153,588 | |||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 10,275 | 4.98 | 7,973 | 27.06 | ||||
| 2025-08-19 | 13F | Marex 集团 | 198,139 | 156,060 | ||||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 836 | 658 | ||||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 4 | 0.00 | 3 | 50.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 50,772 | 9.34 | 39,989 | 40.27 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 2,151 | 3.91 | 1,621 | 27.56 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 27 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,740 | 0.00 | 1,370 | 28.28 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 2,019 | -0.15 | 1,590 | 28.12 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 655,890 | 10.92 | 516,599 | 42.28 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 1,522 | 174.73 | 955 | 186.79 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 3,065 | -0.62 | 2,414 | 27.52 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 18,322 | 10.79 | 13,805 | 36.00 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 30,684 | 0.78 | 24 | 33.33 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 774 | 12.99 | 610 | 45.00 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 4,349 | 3,425 | ||||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,341 | 1.32 | 25,940 | 5.69 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 665 | 939.06 | 501 | 1,184.62 | ||||
| 2025-03-26 | NP | NUGO - Nuveen 增长机会 ETF | 17,388 | -5.93 | 10,459 | -7.28 | ||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 62,170 | 0.28 | 48,967 | 28.63 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,028 | -10.61 | 809 | 12.05 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 3,314 | 67.12 | 2,079 | 62.04 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 11,915 | 20.27 | 8,978 | 47.62 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 1,209 | 2.98 | 952 | 32.22 | ||||
| 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 | 5,589 | -0.96 | 4,402 | 27.08 | ||||
| 2025-04-01 | NP | CAML - 国会大盘成长 ETF | 10,699 | 10.03 | 6,436 | 8.44 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 16,038 | 0.87 | 12,632 | 29.40 | ||||
| 2025-07-28 | NP | NDGAX - Neuberger Berman 股息增长基金 A 类 | 2,370 | 0.00 | 1,786 | 22.76 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 5,982 | -1.35 | 4,711 | 26.57 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 362,142 | -0.81 | 284,842 | 27.45 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 4,716 | 0.00 | 2,959 | 4.34 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 7,515 | -2.78 | 5,919 | 24.72 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,008 | 12.12 | 794 | 43.92 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,592 | 12.67 | 1,254 | 44.52 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 306 | 241 | ||||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 342 | -0.29 | 267 | 30.88 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,963 | -9.33 | 1,546 | 16.33 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 19,480 | 15,343 | ||||||
| 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 | 29,601 | -22.88 | 23,315 | -1.07 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 5,196 | 0.00 | 3,260 | 4.32 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 1 | 18 | |||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 579 | -1.86 | 456 | 25.97 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 2,547 | 0.00 | 1,919 | 22.78 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 11 | 0.00 | 9 | 33.33 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 571 | 1.60 | 450 | 30.14 | ||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,328 | -0.09 | 2,621 | 28.17 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 15,902 | 12,525 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 38,583 | 9.59 | 30,389 | 40.58 | ||||
| 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 | 620,184 | 0.56 | 389,147 | 4.90 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 45,027 | -0.48 | 35,465 | 27.66 | ||||
| 2025-07-14 | 13F | 更好财富有限责任公司 | 397 | 313 | ||||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 905 | 0.00 | 713 | 28.29 | ||||
| 2025-06-10 | NP | LFTPX - 林肯美国股票收益最大化基金 I 类 | 151 | 0.00 | 95 | 4.44 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 41,695 | -5.77 | 32,840 | 20.89 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,280 | 1,796 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 7,638 | 37.05 | 6,016 | 75.91 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 858 | 14.55 | 676 | 47.06 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 8,313 | -4.11 | 6,548 | 23.02 | ||||
| 2025-05-09 | 13F | 马克西投资CY有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 549 | 1.86 | 0 | -100.00 | ||||
| 2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 761 | 7.94 | 478 | 12.50 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 1,574 | 12.75 | 1,240 | 44.57 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 4,414 | -9.47 | 3,477 | 16.14 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 8,137 | -4.02 | 5,106 | 0.12 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 56 | 0.00 | 44 | 29.41 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 14,330 | 3,971.02 | 11,242 | 5,104.63 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 62 | 0.00 | 49 | 26.32 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 999 | 0.00 | 787 | 28.22 | ||||
| 2025-08-14 | 13F | 蜂巢资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 37,030 | -2.51 | 29,166 | 25.06 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,310 | -2.82 | 1,819 | 24.67 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 3,903 | -78.05 | 3,074 | -71.84 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 2,871 | -0.07 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 50,721 | -2.39 | 39,949 | 25.21 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 14,249 | -56.90 | 11,223 | -44.72 | ||||
| 2025-08-11 | 13F | 信托银行 | 2,011 | 8.82 | 1,584 | 39.59 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 435 | 343 | ||||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 2,802 | 3.70 | 2,207 | 32.97 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 54 | 20.00 | 43 | 55.56 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 828 | -0.12 | 652 | 28.35 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 194,449 | 44.63 | 153,154 | 85.53 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 577 | 24.35 | 354 | 21.65 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 1,329 | 0.00 | 1,047 | 28.19 | ||||
| 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 | 923,694 | -1.16 | 727,530 | 30.62 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 1,880 | 0.00 | 1,481 | 28.25 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 39,273 | -3.49 | 30,933 | 128,783.33 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 11,479 | -0.15 | 9,041 | 28.10 | ||||
| 2025-07-24 | 13F | 康宁公司 | 7,673 | -13.00 | 6,043 | 11.60 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 42,551 | -1.48 | 33,515 | 26.38 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 19 | 15 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,566 | 36.63 | 2,808 | 75.39 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 854 | -5.53 | 673 | 21.08 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 10,700 | -14.40 | 8,428 | 9.81 | ||||
| 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 | 895,373 | 0.40 | 705,223 | 28.79 | ||||
| 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 | 68,561 | -1.24 | 43,020 | 3.02 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 5,255 | 4,139 | ||||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 271 | 213 | ||||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 6,347 | -23.12 | 3,983 | -19.81 | ||||
| 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 | 473 | -16.43 | 373 | 7.20 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 1,951 | 1,537 | ||||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 371 | 0.27 | 292 | 28.19 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 3 | -97.39 | 2 | -97.14 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 13,412 | 64.89 | 10,564 | 111.51 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 43,636 | -0.53 | 34,369 | 27.60 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 13,400 | -35.69 | 10,554 | -17.51 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 862 | 1.89 | 679 | 30.83 | ||||
| 2025-05-16 | 13F | 弗雷德·阿尔杰管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 12,996 | -3.68 | 10,236 | 23.55 | ||||
| 2025-07-22 | 13F | 希尔曼公司 | 30,968 | -26.78 | 24,391 | -6.07 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 54 | 0.00 | 43 | 27.27 | ||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 346 | 0.00 | 273 | 28.30 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 234,960 | 55.50 | 185,062 | 99.47 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 黑石集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 110,387 | -22.17 | 86,944 | -0.16 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-27 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 810 | -45.56 | 497 | -46.21 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 719 | 10.11 | 542 | 35.25 | ||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 4,776 | 0.93 | 3,762 | 29.47 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,300 | 8,900 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 930 | 27.05 | 732 | 63.03 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 1,858 | -18.44 | 1,166 | -14.96 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 230,300 | 59.71 | 181,391 | 104.88 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 2,583 | -96.65 | 2,034 | -95.71 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 12,528 | 202.68 | 9,867 | 288.31 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 193,500 | 229.64 | 152,406 | 322.87 | |||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 757 | -3.07 | 596 | 24.43 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 63 | 40 | ||||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 517,131 | -10.16 | 407,308 | 15.25 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 10,846 | 149.85 | 8,543 | 220.53 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 16,488 | 0.00 | 12,986 | 28.28 | ||||
| 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 | 18,184 | 24.75 | 11,410 | 30.14 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 134,175 | -11.61 | 105,680 | 13.39 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 11,350 | 6.11 | 8,940 | 36.12 | ||||
| 2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 392 | 0.00 | 295 | 22.92 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 42 | 26 | ||||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 6,002 | -44.02 | 4,727 | -28.18 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,200 | -0.66 | 945 | 27.53 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 1,046 | 6.09 | 788 | 30.25 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 1,479 | 103.16 | 1,165 | 160.99 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 1,034 | -5.14 | 814 | 21.67 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 15,304 | 0.00 | 12,054 | 28.28 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 820 | -1.44 | 646 | 26.47 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,186 | 2.86 | 934 | 32.11 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 859 | 4.00 | 677 | 33.33 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 3,550 | 21.99 | 2,796 | 56.55 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 25,706 | -0.37 | 20,247 | 27.81 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 261 | 206 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,275 | 8.09 | 3,221 | 32.72 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 782 | -13.01 | 607 | 12.83 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 930 | -0.85 | 732 | 27.30 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 298,385 | 117.82 | 234,053 | 183.84 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 161,981 | 344.70 | 126,343 | 476.98 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 295,763 | 0.20 | 232,952 | 28.53 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,694 | -2.64 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,711 | -29.82 | 1,348 | -9.96 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 358 | -0.56 | 282 | 27.60 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 715 | 563 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 22,701 | 5.10 | 17,880 | 34.82 | ||||
| 2025-08-14 | 13F | 安盛公司 | 179,258 | -21.69 | 141,189 | 0.45 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 1,069 | 9.53 | 842 | 40.40 | ||||
| 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 | 1,399 | 4.33 | 1,102 | 33.78 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 17,131 | -1.26 | 13 | 30.00 | ||||
| 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 | 4,573 | 0.00 | 2,869 | 4.33 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 20,603 | -16.67 | 16,228 | 6.90 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 9,037 | 39.09 | 7,118 | 78.42 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 649 | 136.00 | 489 | 191.07 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 9 | 0.00 | 7 | 40.00 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,048 | -8.69 | 1,613 | 17.22 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 12,700 | 33.68 | 10,003 | 71.50 | |||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 277 | 216 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 14,900 | 6.43 | 11,736 | 36.53 | |||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 42 | -26.32 | 32 | -8.82 | ||||
| 2025-05-12 | 13F | 大通投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 581 | 0.17 | 458 | 28.37 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 2,150 | 29.13 | 1,693 | 65.66 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 2,334 | -24.00 | 1,838 | -2.49 | ||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 455,534 | 1.13 | 358,792 | 29.73 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 8,573 | -1.04 | 6,752 | 26.97 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 1,418 | 28.24 | |||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 692 | -1.56 | 545 | 26.45 | ||||
| 2025-08-14 | 13F | 采石场LP | 218 | 172 | ||||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 66 | -19.51 | 52 | 2.00 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 529 | 0.57 | 416 | 29.19 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 312 | 246 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 23,156 | -65.57 | 11,048 | 2.36 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 235 | -86.56 | 18,509 | -82.76 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,229 | 83.47 | 2,543 | 135.46 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,415 | 0.61 | 8,203 | 5.18 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 635,530 | -12.12 | 500,562 | 12.73 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 2,579 | 5.78 | 2,031 | 35.76 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 471 | 3.97 | 37,097 | 33.38 | |||
| 2025-08-05 | 13F | 好事达公司 | 563 | -92.95 | 443 | -90.96 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 28 | -31.71 | 22 | |||||
| 2025-07-17 | 13F | 清洁收益集团 | 3,286 | 0.00 | 2,588 | 28.31 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 3,797 | -2.52 | 2,991 | 25.05 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 43,399 | 0.96 | 34,182 | 29.51 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 62 | 195.24 | 49 | 300.00 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 50 | 0.00 | 39 | 30.00 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 54,024 | 4,714.97 | 43 | |||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 61 | 0 | ||||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 9,192 | -0.03 | 6,926 | 22.70 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 5,784 | -24.34 | 3,551 | -26.08 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 271 | 213 | ||||||
| 2025-08-14 | 13F | 洞察控股集团有限责任公司 | 11,400 | 15.15 | 8,979 | 47.71 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 108 | -8.47 | 85 | 25.00 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,668 | 88.06 | 4,465 | 140.91 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 287 | 226 | ||||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 6,540 | 0.00 | 5,151 | 28.29 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 332 | -2.35 | 261 | 25.48 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 731 | 0.27 | 576 | 28.64 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 480 | -6.43 | 378 | 20.38 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 3,219 | 0.69 | 2,536 | 29.20 | ||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 32,351 | -7.75 | 25,481 | 18.35 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 161 | 0.00 | 127 | 28.57 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 4,346 | 2.60 | 3,423 | 31.65 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,256 | 1.03 | 1,385 | -1.28 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 13,596 | 26.08 | 10,675 | 61.21 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 422 | 332 | ||||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 31,675 | 0.76 | 24,948 | 29.26 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 254 | 200 | ||||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,908 | 5.44 | 5,958 | 29.44 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 4,896 | 10.34 | 3,856 | 41.56 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 333 | -10.72 | 262 | 14.41 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 9,286 | -9.35 | 6,997 | 11.26 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 16,398 | 6.79 | 12,915 | 36.99 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 3,852 | 0.08 | 3,034 | 28.35 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 360 | 284 | ||||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 234 | 184 | ||||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 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 | 1,686 | 12.03 | 1,270 | 37.59 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 732 | 0.00 | 459 | 0.00 | ||||
| 2025-08-22 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 3,799 | 0.00 | 2,992 | 28.30 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 12,923 | 0.00 | 10,179 | 28.28 | ||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 2,293 | -7.58 | 1,806 | 18.52 | ||||
| 2025-08-28 | NP | RLSIX - RiverPark 多/空机会基金机构类别 | 827 | -19.00 | 651 | 3.99 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 2,623 | -21.09 | 2,066 | 1.23 | ||||
| 2025-07-09 | 13F | 企业银行 | 262 | 206 | ||||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 2,805 | -0.21 | 2,209 | 28.06 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 1,143 | -2.56 | 900 | 25.00 | ||||
| 2025-07-29 | 13F | 康威资本管理有限公司 | 3,355 | -3.45 | 2,642 | 23.86 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 400 | 0.00 | 315 | 28.57 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,297 | -19.29 | 926 | -3.04 | ||||
| 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 | 91,290 | 0.03 | 57,282 | 4.34 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 21,400 | 143.18 | 17 | 220.00 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 128 | 326.67 | 0 | |||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 15,715 | 12.65 | 12,377 | 44.51 | ||||
| 2025-08-13 | 13F | 第1832章 | 19,727 | 31.29 | 15,538 | 68.42 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 19,596 | 15,434 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 955,500 | 15.75 | 752,580 | 48.48 | |||
| 2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 303,655 | -3.85 | 239,168 | 23.34 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 1,322 | 0.84 | 1,041 | 29.48 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 336,831 | -1.02 | 265 | 27.40 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 8 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 125,000 | -0.79 | 98,454 | 27.26 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 292 | 230 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 908,100 | 29.60 | 715,247 | 66.25 | |||
| 2025-08-01 | 13F | 枪证券公司 | 770 | -94.85 | 608 | -93.76 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 155,198 | 50.10 | 122,239 | 92.55 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 8,666 | -0.24 | 6,826 | 27.98 | ||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 78,950 | -2.89 | 62,183 | 24.57 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 1,893 | -1.76 | 1,491 | 25.95 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 651 | 28.91 | 513 | 65.16 | ||||
| 2025-08-27 | NP | 卡尔弗特管理系列 - 卡尔弗特全球股票基金 I 类 | 202 | -13.68 | 159 | 11.19 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133,209 | -0.11 | 83,585 | 4.20 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 5,744 | 6.51 | 4,375 | 32.11 | ||||
| 2025-07-21 | 13F | 两点资本管理公司 | 5,503 | -48.57 | 4,334 | -33.53 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 6,872 | -15.28 | 5,412 | 8.67 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 60,072 | 1.71 | 37,693 | 6.10 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 9,758 | 7,686 | ||||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 24,065 | -9.55 | 18,954 | 16.03 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 14,519 | 11.65 | 11,436 | 43.22 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 5,267 | 9.27 | 4,148 | 40.18 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 1,899 | -9.79 | 1,496 | 15.71 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 871 | 1.52 | 547 | 5.81 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 14,784 | 11,644 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 329 | 24.15 | 206 | 29.56 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 24 | -33.33 | 19 | -18.18 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,344 | 4.11 | 825 | 1.73 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 2,114 | 3.32 | 1,665 | 32.56 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 583 | 11.05 | 460 | 42.55 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 23,053 | -2.71 | 18,157 | 24.81 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 6,209 | -10.80 | 3,896 | -6.97 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 621 | 489 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,779 | 25.58 | 4,552 | 61.10 | ||||
| 2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 9,298 | -16.41 | 7,006 | 2.61 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 249 | -3.49 | 156 | 0.65 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 541 | -0.18 | 424 | 27.41 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一基金会顾问 | 8,910 | 2.57 | 7,018 | 31.58 | ||||
| 2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 22,223 | 2.47 | 17,504 | 31.45 | ||||
| 2025-04-25 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 4,044 | -12.28 | 2,482 | -16.09 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 166 | 0.00 | 131 | 28.71 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 14,522 | 3.68 | 11,438 | 33.00 | ||||
| 2025-06-26 | NP | USSCX - 科技基金份额 | 14,048 | -1.81 | 8,815 | 2.43 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 33,090 | 46.83 | 26,063 | 88.35 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 遗产信托 | 1,713 | 0.00 | 1,349 | 28.35 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,905 | 30.03 | 1,500 | 66.85 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 60 | 0.00 | 47 | 30.56 | ||||
| 2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 713 | -0.14 | 562 | 28.08 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 882 | 26.00 | 695 | 61.77 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 389 | -13.75 | 306 | 10.47 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,209 | 18.88 | 952 | 52.40 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 3,091 | 24.29 | 2,329 | 52.56 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 2,640 | 382.63 | 2,079 | 520.60 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 3,657 | 13.04 | 2,295 | 17.94 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 13,400 | 6.80 | 10,554 | 37.01 | ||||
| 2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 39 | -37.10 | 24 | -39.47 | ||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 428 | 13.23 | 263 | 10.55 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 367 | -8.93 | 289 | 17.00 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 21,532 | 2.81 | 16,224 | 26.20 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 406 | 22.66 | 0 | |||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 84 | 0.00 | 66 | 29.41 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 343 | 270 | ||||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 59,988 | -0.27 | 47,248 | 27.94 | ||||
| 2025-05-28 | 13F | 埃尔斯沃斯顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 822 | 8,120.00 | 647 | 10,683.33 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 3,378 | 35.17 | 2,661 | 73.40 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 4,470 | 46.51 | 3,368 | 79.91 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 2,347 | -6.01 | 1,849 | 20.55 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,545 | -1.28 | 1,217 | 26.67 | ||||
| 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 | 82,358 | -4.00 | 62,054 | 17.84 | ||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 1,265 | 0.00 | 996 | 28.35 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 3,309,412 | -2.81 | 2,606,592 | 24.67 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 771 | 1.85 | 607 | 30.82 | ||||
| 2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,095 | 32.11 | 97,269 | 62.16 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 83 | 0.00 | 65 | 30.00 | ||||
| 2025-05-08 | 13F | 杰克逊霍尔信托银行 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 987 | 777 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 975 | 109.68 | 768 | 169.12 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 13,300 | -7.64 | 10,475 | 18.48 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 346 | 273 | ||||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 650 | 42.86 | 512 | 83.15 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 3,284 | 15.39 | 2,061 | 20.40 | ||||
| 2025-07-23 | 13F | 米罗娃美国有限责任公司 | 3,218 | 2,535 | ||||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 2,235 | -4.32 | 1,760 | 22.73 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 218 | -5.63 | 137 | -1.45 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 423 | -3.20 | 333 | 24.25 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 1,800 | 1,418 | |||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 35,801 | -2.60 | 26,975 | 19.56 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 4,000 | 3,151 | |||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 91,874 | 1.47 | 72,363 | 30.16 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 1,224 | 53.38 | 768 | 60.00 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 20,009 | 7.26 | 15,076 | 31.67 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 399,258 | -3.09 | 250,522 | 1.09 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 313,703 | 4.13 | 247,082 | 33.57 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 610 | -51.97 | 480 | -38.38 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 4,567 | -7.55 | 3,597 | 18.60 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 48,949 | 38,554 | ||||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 1,663 | 17.44 | 1,253 | 44.19 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 329 | 259 | ||||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 2,094 | 5.28 | 1,649 | 35.16 | ||||
| 2025-08-08 | 13F | 格林资本管理有限公司 | 2,594 | -10.37 | 2,043 | 15.03 | ||||
| 2025-03-31 | NP | FMAG - 富达麦哲伦 ETF | 160 | -95.65 | 96 | -95.73 | ||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 532,712 | 5.57 | 419,580 | 35.43 | ||||
| 2025-08-28 | NP | JEQIX - 约翰逊股票收益基金 | 10,250 | 0.00 | 8,073 | 28.29 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 17,155 | 9.37 | 10,764 | 14.09 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 4,656 | -1.59 | 3,667 | 26.27 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,230 | -4.65 | 772 | -0.52 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 1,089 | -71.80 | 708 | -70.70 | ||||
| 2025-05-15 | 13F | 马歇尔·韦斯律师事务所 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 1,350 | -11.94 | 1,063 | 12.96 | ||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 926,111 | -14.17 | 729,433 | 10.10 | ||||
| 2025-08-08 | 13F | 佩蒂克斯和博特公司 | 400 | 0.00 | 315 | 28.57 | ||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 3,780 | -0.42 | 2,372 | 3.85 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 21,520 | 5.81 | 16,950 | 35.74 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 23 | 27.78 | 18 | 63.64 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 1,365 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 32 | -3.03 | 25 | 25.00 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 58,428 | 0.00 | 46,020 | 28.28 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 69 | -17.86 | 52 | 0.00 | ||||
| 2025-05-14 | 13F | Sig 经纪公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 138,752 | 66.99 | 109,285 | 114.21 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 3,184 | -76.40 | 2,508 | -68.16 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 128,910 | 2.30 | 101,533 | 31.23 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 41,126 | 82.59 | 32,392 | 134.23 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 3,325 | 11.24 | 2,619 | 42.67 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 24,874 | -37.30 | 19,592 | -19.57 | ||||
| 2025-08-14 | NP | DFMAX - 戴维森多股股票基金 A 类 | 4,833 | -1.57 | 3,807 | 26.28 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 8 | -33.33 | 6 | -14.29 | ||||
| 2025-07-08 | 13F | 红云杉资本有限责任公司 | 1,681 | -0.65 | 1,324 | 27.55 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 843 | -36.09 | 664 | -17.92 | ||||
| 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 | 10,316 | -6.90 | 8,125 | 19.43 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 35,821 | -1.53 | 28,214 | 26.32 | ||||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 483 | -12.82 | 380 | 11.76 | ||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 329 | -7.06 | 259 | 19.35 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,137 | 65.50 | 713 | 72.64 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 29,761 | 30.05 | 22,424 | 59.64 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 435,480 | 1.25 | 342,997 | 29.88 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 269 | 1.89 | 212 | 30.25 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 69,356 | 25.60 | 43,519 | 31.02 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 33,086 | 37.82 | 26,061 | 76.80 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 1,000 | 0.00 | 788 | 28.38 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 378 | 291 | ||||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 21,322 | 0.17 | 16,794 | 28.49 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 3,083 | 46.60 | 1,934 | 53.01 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 3,421 | -1.78 | 2,694 | 26.01 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 66,535 | 8.07 | 52,405 | 38.63 | ||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 4,020 | -2.78 | 3,166 | 24.74 | ||||
| 2025-08-14 | 13F | 索拉投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Sellwood投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 892 | 0.00 | 703 | 28.52 | ||||
| 2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 18,137 | 0.00 | 13,666 | 22.74 | ||||
| 2025-08-08 | 13F | 南丰三一(香港)有限公司 | 35,770 | 32.14 | 28,174 | 69.51 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 3,857 | -13.27 | 2,420 | -9.50 | ||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 193 | 0.00 | 152 | 28.81 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 179,952 | 9.41 | 141,736 | 40.36 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 73,740 | 25.97 | 58 | 65.71 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -14 | -68.89 | -11 | -59.26 | |||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 64 | 3.23 | 50 | 31.58 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 243 | -17.63 | 191 | 5.52 | ||||
| 2025-08-13 | 13F | Ycg有限公司 | 61,058 | -1.26 | 48,091 | 26.67 | ||||
| 2025-05-15 | 13F | 雅各布斯利维股权管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 7,458 | -7.55 | 5,874 | 18.59 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 446 | 0.00 | 351 | 28.57 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 39 | 0.00 | 31 | 30.43 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 13,078 | 0.00 | 10 | 25.00 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 5,564 | 8.97 | 4,382 | 39.82 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 576 | -1.03 | 454 | 26.89 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 62 | 49 | ||||||
| 2025-03-27 | NP | CFLGX - ClearBridge 战术股息收入基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,755 | 141.48 | 2,259 | 137.93 | ||||
| 2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 2,461 | -0.85 | 1,938 | 27.25 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 25 | -3.85 | 20 | 26.67 | ||||
| 2025-05-13 | 13F | 克利尔街市场有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 936,400 | -4.35 | 737,537 | 22.70 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 6,671 | 3.78 | 5,254 | 33.15 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 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 | 17 | 21.43 | 11 | 25.00 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 4,469 | -13.71 | 3,520 | 10.70 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 19,462 | 38.33 | 15,329 | 77.45 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 5,848 | 284.99 | 3,669 | 301.86 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 36,935 | 4.98 | 29 | 38.10 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,100 | -4.72 | 6,200 | -8.87 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 1,075 | 33.54 | 676 | 36.64 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 814 | -6.86 | 641 | 19.59 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 11,528 | 32.07 | 9,080 | 69.42 | ||||
| 2025-08-14 | 13F | 芬史密斯投资服务有限公司 | 114,068 | 141.20 | 89,843 | 209.42 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 115,138 | 18.58 | 90,686 | 52.12 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 4,268 | -1.70 | 3,362 | 26.12 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 2 | 0.00 | 2 | 0.00 | ||||
| 2025-05-09 | 13F | 韦德财务咨询公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,530 | -11.56 | 1,205 | 13.47 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 926 | 0.00 | 729 | 28.35 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 317,451 | 4.69 | 250,034 | 34.30 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 1,727 | 5.24 | 1,361 | 35.05 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 30,665 | 69.75 | 23,105 | 108.36 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 1,487 | 6.98 | 1,171 | 37.28 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 15 | 400.00 | 12 | 1,000.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,203 | 11.49 | 755 | 16.18 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 700 | 0.00 | 551 | 28.44 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 2,155 | -17.05 | 1,697 | 6.39 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 36,759 | 298.21 | 28,952 | 410.89 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 3,615 | -0.03 | 2,847 | 28.24 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,556 | 14.72 | 2,074 | 51.61 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 27,168 | 2,039.21 | 10,699 | 3.27 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 12,795 | -6.82 | 10,078 | 19.54 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 602 | 0.00 | 474 | 28.46 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 6,663 | -11.89 | 5,020 | 8.17 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 5,656 | 1.65 | 4,415 | 45.85 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 0 | -100.00 | 0 | |||||
| 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 | 1,756 | 12.64 | 1,383 | 44.51 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 3,002 | 2.60 | 1,884 | 6.99 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 270 | 35.68 | 203 | 66.39 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 286,888 | -0.63 | 225,956 | 27.51 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 6,097 | -0.31 | 4,802 | 27.88 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 2,187 | 0.69 | 1,723 | 29.18 | ||||
| 2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 415,915 | -10.65 | 327,587 | 14.61 | ||||
| 2025-05-15 | 13F | 华福管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | 账户银行信托部 | 314 | 247 | ||||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 111 | -3.48 | 87 | 24.29 | ||||
| 2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 88,640 | -15.45 | 69,816 | 8.46 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 836 | 47.96 | 658 | 90.17 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 8 | 0.00 | 6 | 50.00 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 84,169 | 52,814 | ||||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 403 | -34.58 | 317 | -21.53 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 27 | -12.90 | 21 | 10.53 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 1,656 | 1.04 | 1,304 | 29.62 | ||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 522,286 | 4.12 | 411,368 | 33.56 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 315 | -10.00 | 248 | 15.89 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 98,996 | 86.48 | 77,963 | 139.21 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 78 | -59.79 | 49 | -58.62 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 2,133 | 33.15 | 1,680 | 70.91 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 123,170 | -0.03 | 97,012 | 28.25 | ||||
| 2025-05-13 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 4,350 | 0.81 | 3,426 | 29.33 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 1,500 | 0.00 | 1,181 | 28.37 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 265,919 | 1.79 | 209,446 | 30.57 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 917 | -90.83 | 691 | -83.54 | ||||
| 2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 7,350 | -1.95 | 5,789 | 25.79 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,503 | 2.70 | 2,759 | 31.76 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 3,644 | 6.86 | 2,870 | 37.12 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,272 | -9.88 | 1,790 | 15.64 | ||||
| 2025-08-14 | 13F | Palestra资本管理有限责任公司 | 120,479 | -47.38 | 94,893 | -32.50 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 265 | -7.02 | 200 | 14.37 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 8,728 | 99.13 | 6,874 | 251.79 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 17,593 | -20.00 | 13,857 | 2.63 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 4,288 | -0.60 | 3,377 | 27.53 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 408 | -95.70 | 256 | -95.52 | ||||
| 2025-08-06 | 13F | 朗维尤金融顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 24,399 | 88.39 | 18,384 | 131.26 | ||||
| 2025-08-07 | 13F | 阿米卡互助保险公司 | 12,001 | 0.00 | 9 | 28.57 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 12,438 | 7.80 | 9,797 | 38.28 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 45,669 | -1.86 | 35,970 | 25.89 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 1,728 | 1,361 | ||||||
| 2025-05-15 | 13F | 华福管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | 白羊座财富管理 | 388 | 0.00 | 306 | 28.15 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 929 | -21.34 | 732 | 0.83 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,786 | 4.32 | 1,407 | 33.78 | ||||
| 2025-07-28 | NP | VCSTX - 科学技术基金 | 20,200 | 15,220 | ||||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 52,253 | -15.37 | 32,787 | -11.72 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 601 | 9.27 | 473 | 40.36 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 17,406 | 3.66 | 13,710 | 32.98 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 34 | 161.54 | 27 | 271.43 |
