机构投资人持股和股东
Gartner, Inc. (US:IT) 有 1771 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 91,141,120 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Bamco Inc /ny/, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, VFINX - Vanguard 500 Index Fund Investor Shares, Morgan Stanley, Fmr Llc, and Principal Financial Group Inc .
Gartner, Inc. (NYSE:IT)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 245.91 / share. Previously, on September 9, 2024, the share price was 492.83 / share. This represents a decline of 50.10% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
更新频率：每日
机构看跌与看涨期权比率
除了报告标准的股票和债务发行外，管理资产超过1亿的机构还必须披露其看跌和看涨期权持仓。由于看跌期权通常表示消极情绪，而看涨期权表示积极情绪，因此我们可以通过绘制看跌期权与看涨期权的比率来了解整体机构情绪。右边的图表绘制了该工具的历史看跌与看涨期权比率。
使用看跌与看涨期权比率作为投资者情绪的指标克服了使用机构总投资人持股的关键缺陷之一，即管理的大量资产被消极投资以跟踪指数。消极管理基金通常不买入期权，因此看跌与看涨期权比率指标更密切地跟踪主动管理基金的情绪。
13D/G备案
由于SEC的处理方式不同，我们将13D/G备案与13F备案分开提交，13D/G备案可以由投资者群体（一个主导）提交，而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值（代表投资者群体拥有的所有股份），但随后提交13F报告总股份的不同价值（严格代表他们自己的持股）。这意味着13D/G备案和13F备案的持股通常没有直接可比性，因此我们单独提供它们。
注意：自 2021 年 5 月 16 日起，我们不再显示在过去一年内未提交 13D/G 的持有人。以前，我们显示了13D / G申请的完整历史记录。一般来说，需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是，基金有时会在没有提交交割备案的情况下退出头寸（即，它们逐渐减少），因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆，我们现在只显示“当前”持有人，即在过去一年内提交申请的持有人。
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13F和NPORT备案
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 109,784 | 7.69 | 44,348 | 3.68 | ||||
| 2025-08-14 | 13F | 道富银行 | 3,413,397 | 2.90 | 1,379,763 | -0.91 | ||||
| 2025-05-15 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 986 | -5.10 | 414 | -17.89 | ||||
| 2025-06-17 | NP | MERAX - 麦迪逊中盘基金 中盘基金 A 类 | 284,877 | 8.02 | 119,956 | -16.20 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 281,974 | -20.61 | 114 | -24.16 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 20,126 | -0.76 | 8,135 | -4.43 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 4,023 | -4.83 | 1,626 | -8.34 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 1,984 | 1.12 | 802 | -2.67 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 4,682 | -47.12 | 1,893 | -49.09 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 65 | 0.00 | 26 | -3.70 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,900 | -5.48 | 3,011 | -17.21 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 16,437 | -1.72 | 6,644 | -5.34 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 31,123 | -26.58 | 13 | -29.41 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 52 | 21 | ||||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 625 | 143.19 | 253 | 135.51 | ||||
| 2025-08-29 | NP | GRW-TCW 复合股 ETF | 3,166 | -61.96 | 1,072 | -69.41 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 1,327 | 10.03 | 536 | -8.22 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 4,405 | -0.54 | 1,849 | -13.85 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 8,095 | 4.18 | 3,272 | 0.34 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 91 | -2.15 | 37 | -7.69 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,404 | 1,767.06 | 2,589 | 1,709.79 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 963 | 31.38 | 389 | 26.71 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 5,434 | -2.77 | 2,197 | -6.35 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 39,924 | -17.38 | 16,138 | -20.44 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 3,344 | -23.90 | 1,352 | -26.74 | ||||
| 2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 1,518 | 0.00 | 614 | -3.77 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 231 | 670.00 | 93 | 675.00 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,035 | 34.42 | 418 | 29.41 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 11,470 | 1.40 | 4,636 | -2.36 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 283,343 | 0.94 | 114,533 | -2.79 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 2,222 | 0.00 | 970 | -12.47 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 116 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 89,911 | 27.33 | 36,344 | 22.62 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 2,125 | -2.48 | 859 | -6.13 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 18 | -5.26 | 7 | 0.00 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 6,927 | -1.23 | 3,023 | -13.48 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,155 | 0.96 | 391 | -18.71 | ||||
| 2025-06-26 | NP | OWSMX - 老韦斯特伯里中小型股策略基金 | 575 | -90.94 | 242 | -92.98 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 729 | 211.11 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 13,133 | 4,970.66 | 5,309 | 4,814.81 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 34 | 0.00 | 14 | -7.14 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 6,833 | 1.83 | 2,762 | -1.92 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 7,134 | 9.18 | 2,880 | 5.88 | ||||
| 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 | 13,042 | 0.00 | 5,492 | -22.43 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 3,026 | 0.50 | 1,223 | -3.17 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 9,518 | -11.31 | 3,846 | -14.29 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 13 | 5 | ||||||
| 2025-07-18 | 13F | 第一太平金融 | 9 | 4 | ||||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 66 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 70,531 | 1.12 | 28,510 | -2.62 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 4 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 42 | 147.06 | 17 | 128.57 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 804 | 2.42 | 325 | 0.00 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 11,245 | 0.00 | 4,545 | -3.69 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 2,690 | -2.39 | 1,087 | -5.97 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 2,500 | 0.00 | 1,011 | -3.72 | |||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 16 | 6 | ||||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 6,894 | -1.09 | 2,903 | -23.29 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 2,400 | 0.00 | 1,047 | -12.38 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 56,220 | -10.62 | 22,725 | -13.92 | ||||
| 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 | 第一集团贸易有限公司 | 423 | -10.00 | 171 | -13.71 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 935 | -4.30 | 378 | -8.05 | ||||
| 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 | 4,236 | -1.47 | 1,712 | -5.10 | ||||
| 2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 6 | 0.00 | 3 | 0.00 | ||||
| 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 | 71,735 | 36.61 | 28,997 | 31.56 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 1,446 | 15.22 | 585 | 11.03 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 584 | 6.76 | 236 | 3.06 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 1,054 | -1.40 | 444 | -23.62 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 353 | 0.00 | 149 | -22.51 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 972 | 0.62 | 393 | -3.21 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/Ivy 中型成长投资组合 IB 级 | 16,628 | -35.05 | 6,979 | -43.73 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 4,980 | 6.00 | 2,090 | -8.17 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 30,726 | 5.75 | 12,420 | 1.85 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 540 | 0.00 | 218 | -3.54 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 3,252 | -39.45 | 1,419 | -7.38 | ||||
| 2025-04-21 | 13F | Cadent 资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 10 | 400.00 | 4 | |||||
| 2025-04-23 | 13F | GenTrust 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 802 | -0.37 | 325 | -3.86 | ||||
| 2025-04-24 | 13F | 斯宾塞资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 丰业资本公司 | 17,898 | -0.30 | 7,235 | -3.98 | ||||
| 2025-07-25 | NP | MTCAX - MFS科技基金A | 6,385 | -89.82 | 2,787 | -91.09 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 95,301 | 111.54 | 38,523 | 103.72 | ||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | Short | -420 | -177 | |||||
| 2025-05-22 | NP | QLEIX - AQR 多空股票基金 I 类 | 6,947 | -49.62 | 2,916 | -56.36 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 47 | 135.00 | 20 | 111.11 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 65 | 0.00 | 27 | -12.90 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 32,000 | 14.29 | 12,935 | 10.07 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 48,296 | 2.13 | 21,077 | -10.56 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 3,432 | -47.94 | 1,387 | -49.86 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 8,569 | 127.17 | 3,464 | 118.76 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 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 | 4,708 | -4.00 | 2,055 | -15.92 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 6 | 0.00 | 3 | -33.33 | ||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 798 | 0.00 | 323 | -3.59 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 260 | 109 | ||||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 24,374 | 0.99 | 9,852 | -2.74 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 36,597 | 15.10 | 14,793 | 10.84 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 38,314 | -3.00 | 16,133 | -24.75 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,774 | -0.14 | 1,121 | -6.74 | ||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 27 | 2,600.00 | 11 | |||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,682 | 3.71 | 5,098 | -9.18 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 15,771 | 6.60 | 6,374 | 2.66 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 22 | -8.33 | 9 | -20.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 665,389 | 86.60 | 268,964 | 79.70 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 530 | 214 | ||||||
| 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 | 5,023 | 24.95 | 2,115 | -3.07 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 119 | -56.88 | 48 | -63.91 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 6,627 | 1,150.38 | 2,679 | 1,106.31 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 34,787 | 1.38 | 14,648 | -21.35 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 2,251 | -33.22 | 910 | -35.71 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 300 | 0.00 | 121 | -3.20 | |||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 961 | 0.00 | 419 | -12.34 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 798,454 | 7.55 | 322,751 | 3.57 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 1,974 | 1.91 | 798 | 2.57 | ||||
| 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 | 138,796 | -18.74 | 56,104 | -21.74 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 1,234 | 8.34 | 499 | 4.18 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 319,335 | -27.71 | 129,082 | -30.39 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 3,619 | 0.00 | 1,524 | -22.45 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 2,116 | -5.28 | 855 | -8.75 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 13,197 | -40.38 | 5,334 | -42.59 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 34 | -22.73 | 14 | -27.78 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 1,694 | -29.42 | 685 | -32.08 | ||||
| 2025-03-28 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 1,908 | 1,036 | ||||||
| 2025-08-14 | 13F | 货币概念资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 3,635 | -6.15 | 1,469 | -9.60 | ||||
| 2025-08-14 | 13F | 野村控股公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 576 | 28.29 | 233 | 23.40 | ||||
| 2025-05-27 | NP | FCNTX - 富达对冲基金 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 | 46,272 | -68.92 | 19,422 | -73.07 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 31 | -29.55 | 13 | -42.86 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 20,079 | 8.23 | 8,455 | -16.06 | ||||
| 2025-05-14 | 13F | Cornerstone Select Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 554 | -71.60 | 224 | -72.74 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 2,560 | 6.22 | 1,117 | -6.92 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,536 | 1.05 | 621 | -2.82 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 100,169 | 123.83 | 40,490 | 115.56 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,399 | -1.06 | 566 | -4.72 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 7,158 | 1.43 | 3,014 | -21.31 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 138 | -12.10 | 56 | -15.38 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 31,340 | -0.42 | 13,197 | -22.76 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 21,800 | -73.95 | 8,812 | -76.56 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 260,315 | 29.40 | 105,225 | 24.62 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 118 | 0.00 | 48 | -4.08 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,085 | 804.80 | 2,056 | 778.21 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 70,839 | 14.68 | 28,635 | 10.44 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 8,966 | 3.51 | 3,626 | -0.28 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 763 | 0.00 | 308 | -3.75 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 689 | -7.02 | 279 | -10.61 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 256 | 6.67 | 103 | 3.00 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 3,700 | -43.94 | 1,496 | -46.03 | |||
| 2025-05-15 | 13F | Square Wave Partners, LP | 28,245 | 7.48 | 11,856 | -6.88 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 924 | 373 | ||||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 3,678 | 32.78 | 1,487 | 27.88 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,187 | -54.56 | 480 | -56.30 | ||||
| 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 | 898 | 8.59 | 392 | -5.10 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 2,386 | 21.49 | 964 | 16.99 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 2,291 | 202.24 | 926 | 191.19 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 875 | -9.33 | 382 | -20.62 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 1,652 | 77.06 | 696 | 37.35 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 10,884 | 0.06 | 4,400 | -3.64 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 3,606 | -25.85 | 1,458 | -28.61 | ||||
| 2025-05-27 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 18,287 | -47.16 | 7,676 | -54.23 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 31,928 | 0.00 | 12,906 | -3.70 | ||||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | 卡伦/弗罗斯特银行家公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 5,439 | -1.73 | 2,199 | -5.38 | ||||
| 2025-07-10 | 13F | 三季财富有限责任公司 | 1,483 | -1.20 | 599 | -4.92 | ||||
| 2025-05-15 | 13F | 桑德勒资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 1,263,957 | 18.49 | 511 | 14.09 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,200 | 1.66 | 926 | -21.12 | ||||
| 2025-07-25 | NP | MIGFX - 马萨诸塞州投资者成长股票基金 A | 168,066 | -40.88 | 73,347 | -48.23 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 18,374 | 71.14 | 7,427 | 64.82 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 4,791 | -13.49 | 2,091 | -24.25 | ||||
| 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 | 5,965 | 7.17 | 2,512 | -16.88 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 55,698 | 39.84 | 22,514 | 34.67 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,184 | 479 | ||||||
| 2025-08-13 | 13F | 维加投资解决方案 | 63 | -43.24 | 25 | -45.65 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 225 | -25.00 | 0 | |||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 11 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 99 | -10.81 | 40 | -13.04 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 3,712 | -0.08 | 1,500 | -3.78 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 884 | -6.16 | 357 | -9.62 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 95,165 | -2.02 | 38,468 | -5.64 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 20,716 | 14.01 | 8,723 | -11.56 | ||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 156,404 | -2.09 | 63,222 | -5.71 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 62 | -55.07 | 25 | -56.14 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 5,280 | -58.37 | 2,134 | -59.91 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 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 | 8,846 | 4.23 | 3,725 | -19.15 | ||||
| 2025-05-08 | 13F | 普兰特莫兰财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 198,213 | 15.80 | 83,464 | -10.18 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 991 | 12.61 | 432 | -1.37 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 40,729 | 1.09 | 16,463 | -2.64 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 110 | 107.55 | 44 | 100.00 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 393 | 159 | ||||||
| 2025-08-14 | 13F | 犹他州退休系统 | 12,403 | -0.64 | 5,014 | -4.31 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 216 | -10.74 | 87 | -13.86 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 6,250 | 4.99 | 2,526 | 1.12 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 932 | 4.13 | 377 | 0.27 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 498 | 0.20 | 201 | -3.37 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 400 | -78.15 | 162 | -80.41 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,158 | 872 | ||||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 2,143 | -58.20 | 866 | -59.76 | ||||
| 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 | 142,412 | 0.32 | 62,151 | -12.14 | ||||
| 2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 176 | 8.64 | 74 | -14.94 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 4,643 | 652.51 | 1,877 | 627.13 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 2 | 1 | ||||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 70 | 0.00 | 28 | -3.45 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 122 | -8.27 | 66 | 0.00 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 17 | 0.00 | 7 | -14.29 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 100 | 1.01 | 40 | -2.44 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 40,693 | -5.55 | 16,449 | -9.04 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 172,215 | 6.82 | 69,613 | 2.87 | ||||
| 2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 9,710 | -0.51 | 3,925 | -4.20 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 382 | 54.66 | 154 | 49.51 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 家族办公室研究有限责任公司 | 1,325 | 0.00 | 536 | -3.78 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 9,520 | 10.85 | 4,155 | -2.92 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 667 | 1.52 | 270 | -2.18 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 8,922 | -73.43 | 3,606 | -74.42 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 119 | 48 | ||||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 479 | 0.00 | 194 | -3.98 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 88 | 0.00 | 36 | -2.78 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 1,608 | -6.62 | 650 | -10.10 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 6 | -14.29 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 856 | 16.46 | 346 | 12.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,803 | 18.86 | 3,153 | 14.82 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 94 | 2.17 | 38 | -2.63 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,933 | -27.47 | 1,186 | -29.63 | ||||
| 2025-07-28 | 13F | 交换资本合作伙伴有限责任公司 | 496 | 376 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 115,286 | 0.75 | 46,601 | -2.98 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 285 | 115 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 6,049 | 44.02 | 2,445 | 38.76 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 95 | 187.88 | 52 | 300.00 | ||||
| 2025-04-30 | 13F | 塞拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 961 | -7.95 | 388 | -11.42 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 6,274 | 24.34 | 2,536 | 19.74 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 6 | -40.00 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 347,180 | 27.01 | 140,337 | 22.31 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 48 | 41.18 | 19 | 35.71 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 3,897 | -15.15 | 2 | 0.00 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 304 | 0.00 | 123 | -3.94 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 25,853 | -6.53 | 10,450 | -9.98 | ||||
| 2025-07-24 | NP | FBSOX - 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 | 22,700 | -19.79 | 9,907 | -29.75 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 13,257 | -16.71 | 5,359 | -19.80 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 891 | -1.00 | 375 | -23.16 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 6,586 | -11.95 | 2,662 | -15.20 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 4,171 | -39.52 | 1,686 | -41.74 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 5,478 | 63.08 | 2,214 | 57.13 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 16,958 | 14.46 | 6,855 | 10.23 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 689 | -47.40 | 279 | -49.36 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 2,000 | 2.77 | 873 | -10.01 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 183 | -8.04 | 74 | -12.05 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 男爵成长机会基金标准级 | 154,670 | 0.00 | 62,521 | -3.70 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 21,850 | -18.01 | 8,832 | -21.04 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 71 | -7.79 | 29 | -12.50 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 46,083 | 6.58 | 19 | 0.00 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 8,399 | -41.79 | 3,665 | -49.02 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 654 | -16.37 | 264 | -19.51 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 5,970 | 551.75 | 2,413 | 528.39 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 660,186 | 304.45 | 266,860 | 294.90 | ||||
| 2025-08-14 | NP | BMDIX - 贝尔德机构中型基金 | 51,810 | 36.87 | 20,943 | 31.81 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 65,673 | 4.64 | 27,654 | -18.83 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 214,009 | 143.72 | 86,507 | 134.71 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 682,062 | 98.59 | 275,703 | 91.25 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 5,700 | 0.00 | 2,304 | -3.68 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 4,006 | -2.44 | 1,619 | -6.04 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 8,522 | 468.13 | 3,445 | 447.54 | ||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 7,979 | 3,482 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 8,625 | -17.08 | 3,486 | -20.14 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 69,065 | -31.66 | 30,141 | -40.15 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 1,170 | 8.03 | 511 | -5.38 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 679 | 0.00 | 274 | -3.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 663 | -7.14 | 268 | -10.70 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 7,242 | 147.51 | 2,927 | 138.36 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 13,018 | 1.39 | 5,482 | -21.35 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 5,540 | 75.65 | 2,239 | 69.24 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 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 | 20,300 | 6.84 | 8,859 | -6.43 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2 | 1 | ||||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 181 | 0.00 | 76 | 0.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 1,418 | 16.80 | 573 | 12.57 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 6,500 | 0.00 | 2,627 | -3.70 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 80 | 35 | ||||||
| 2025-08-12 | 13F | 德国商业银行 | 22,375 | 7.35 | 9 | 12.50 | ||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 572 | 239 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 13,000 | 5,255 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 3,403 | -46.53 | 1,376 | -48.52 | ||||
| 2025-05-15 | 13F | 基金 1 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 8,694 | 0.00 | 3,514 | -3.70 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 2,238 | -15.77 | 942 | -34.67 | ||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 18,234 | 1.51 | 7,678 | -21.26 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 697 | 72.10 | 282 | 66.27 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 6,776 | 6.41 | 2,957 | -6.81 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 9,364 | 27.47 | 3,785 | 22.77 | ||||
| 2025-04-11 | 13F | 网关投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 1,891 | 2.60 | 764 | -1.16 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 307 | -1.92 | 124 | -5.34 | ||||
| 2025-08-28 | NP | AIHHX - 亚里士多德中小型股票基金 I-2 类 | 741 | -19.02 | 300 | -22.14 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 73,032 | 1.52 | 29,521 | -2.24 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 2,419 | -7.00 | 978 | -10.45 | ||||
| 2025-06-26 | NP | FOCPX - 富达场外交易投资组合 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 | 125,444 | -64.23 | 52,822 | -72.26 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 4,430 | -0.11 | 2 | 0.00 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 1,009 | -21.23 | 408 | -24.21 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 5,782 | -2.63 | 2,523 | -14.73 | ||||
| 2025-04-23 | 13F | 宝盛财富管理 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 13 | 0.00 | 5 | 0.00 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 186 | 154.79 | 81 | 125.00 | ||||
| 2025-03-27 | NP | SRHQ - SRH 美国质量 ETF | 5,269 | 10.02 | 2,860 | 18.87 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 184 | 74 | ||||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 1,022 | -64.95 | 413 | -66.23 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 171 | 0.00 | 69 | -2.82 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 1,240 | -37.09 | 501 | -39.42 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 77 | 40.00 | 31 | 34.78 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 3,267 | 1.87 | 1,376 | -20.98 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 2,941 | 11.70 | 1,189 | 7.51 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 132 | -1.49 | 58 | -13.64 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 500 | 0.00 | 203 | -2.87 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 5,632 | 2,372 | ||||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 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 | 3,368 | -4.99 | 1,418 | -26.30 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 5,850 | 2,365 | ||||||
| 2025-08-12 | 13F | 恒线顾问公司 | 159,127 | -1.62 | 64,323 | -5.26 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 180,691 | 0.03 | 73,039 | -3.67 | ||||
| 2025-05-28 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 200,000 | 14.29 | 83,948 | -0.98 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 1,591 | -3.40 | 628 | -4.71 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,394 | 1.09 | 563 | -2.60 | ||||
| 2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 8,001 | -3.65 | 3,987 | -7.28 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 19 | 0.00 | 8 | 0.00 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 566 | 9.69 | 230 | 7.98 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 133 | -44.12 | 54 | -46.46 | ||||
| 2025-08-14 | 13F | 采石场LP | 408 | -44.26 | 165 | -46.58 | ||||
| 2025-08-14 | 13F | 安盛公司 | 43,509 | 58.64 | 17,587 | 52.77 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 3,767 | 1.40 | 1,523 | -2.37 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 8 | 0.00 | 3 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 1,800 | 1,185.71 | 728 | 938.57 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 81,747 | 34.57 | 33,044 | 29.59 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 842,993 | 25.72 | 340,755 | 21.08 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 547 | 2.24 | 221 | -1.34 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 781 | 316 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 6,847 | 65.39 | 2,768 | 59.30 | ||||
| 2025-03-25 | NP | FXL - 第一信托科技AlphaDEX基金 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 | 9,594 | -63.31 | 5,208 | -60.37 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 758 | 2.43 | 319 | -20.45 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 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 | 599,500 | 16.57 | 242,330 | 12.26 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 2,517 | -1.06 | 1,098 | -13.34 | ||||
| 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 | 10,548 | 0.00 | 4,442 | -22.43 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 芝加哥合伙人投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 104 | 0.00 | 42 | -2.33 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 867 | 9.61 | 378 | -4.06 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 1,174 | -17.44 | 475 | -20.47 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 1,257 | 175.05 | 508 | 165.97 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 资本基金管理公司 | 61,483 | 33.81 | 24,853 | 28.86 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 3,180 | 3.05 | 1,285 | -4.53 | ||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 29,200 | 0.00 | 11,803 | -3.70 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 104,100 | 19.93 | 42,079 | 15.50 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 3,305 | -0.78 | 1,336 | -4.51 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 579 | 234 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 41 | 2.50 | 17 | 0.00 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 745 | -2.99 | 0 | |||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 883 | -3.60 | 357 | -7.29 | ||||
| 2025-05-09 | 13F | Exencial 财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 34,501 | -17.46 | 13,946 | -20.52 | ||||
| 2025-05-27 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,613 | -56.87 | 2,356 | -62.63 | ||||
| 2025-08-13 | 13F | 第1832章 | 5,519 | 2,231 | ||||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 3,254 | 1,315 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 11 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 474,970 | 12.97 | 191,992 | 8.79 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 7,806 | 1.43 | 3,155 | -2.32 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 101 | -0.98 | 44 | -12.00 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 4,971 | 135.70 | 2,009 | 127.01 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 39,653 | 7.65 | 16,697 | -16.49 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 1,190 | -69.25 | 481 | -70.38 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 55 | 205.56 | 22 | 214.29 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,145,660 | 19.81 | 463,099 | 15.38 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 1,576 | 638 | ||||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 91 | -1.09 | 38 | -22.45 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 39,584 | -3.23 | 16,000 | -6.81 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 585 | -7.58 | 236 | -10.94 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 54 | -81.12 | 24 | -83.80 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 5,176 | 4.29 | 2,180 | -19.12 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 1,388 | 30.82 | 561 | 26.07 | ||||
| 2025-08-26 | NP | CCMAX - Conestoga 中型基金机构类别 | 260 | 4.00 | 105 | 0.96 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 88,963 | 35,961 | ||||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 7,345 | -2.52 | 3 | -33.33 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 24,739 | 0.00 | 10,000 | -3.70 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FDSVX - 富达增长发现基金 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 | 12,200 | -74.34 | 4,931 | -76.91 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 16,291 | 0.00 | 6,860 | -22.44 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 1,400 | -18.84 | 474 | -34.53 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 126,957 | 218.24 | 51,319 | 206.47 | ||||
| 2025-05-23 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 342 | 8.92 | 144 | -5.92 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 4,464 | 33.89 | 1,804 | 28.95 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 142 | 57 | ||||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 598 | 239 | ||||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 101 | -3.81 | 41 | -9.09 | ||||
| 2025-04-24 | NP | MRGAX - MFS 核心股票基金 A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 431 | 0.00 | 215 | -4.04 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 7,098 | -35.10 | 2,869 | -37.49 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 2,625 | 3.22 | 1,061 | -0.56 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 79 | 2.60 | 33 | -10.81 | ||||
| 2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 15,554 | 17.01 | 6,788 | 2.48 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 1,370 | -37.01 | 554 | -39.36 | ||||
| 2025-06-26 | NP | HFMCX - 哈特福德中型股基金 A 类 | 75,443 | -2.74 | 31,768 | -24.55 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 359 | 4.66 | 151 | -18.82 | ||||
| 2025-03-27 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 2,328 | 1,264 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 82,820 | -3.12 | 33,478 | -6.70 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 341 | -24.05 | 149 | -33.63 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 2,556 | 38.76 | 1,033 | 33.64 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 605,342 | -0.42 | 244,691 | -4.10 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 882 | -64.64 | 479 | -61.73 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 60 | -4.76 | 25 | -26.47 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 238 | -32.19 | 100 | -47.37 | ||||
| 2025-06-05 | NP | GTCEX - 战略股票投资组合 | 7,594 | -5.15 | 3,198 | -26.42 | ||||
| 2025-05-27 | NP | GARP - iShares Factors 美国增长风格 ETF | 955 | 78.84 | 401 | 55.04 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 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 | 5,863 | -34.74 | 2,370 | -41.27 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 93 | -43.29 | 38 | -45.59 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 2,278 | -31.18 | 959 | -46.60 | ||||
| 2025-08-26 | NP | WFSTX - 富国银行专业技术基金 A 类 | 25,598 | 0.00 | 10,347 | -3.70 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 1,231 | 0.00 | 537 | -12.40 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 3,963 | -14.85 | 1,602 | -18.02 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 351 | 148 | ||||||
| 2025-03-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 96 | 0.00 | 52 | 8.33 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 | 2,672 | 4,010.77 | 1,125 | 3,114.29 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 19,728 | 8.95 | 7,974 | 4.92 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 10,967 | -20.22 | 4,786 | -30.12 | ||||
| 2025-08-22 | NP | FFIDX - 富达基金 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 | 43,800 | 0.00 | 17,705 | -3.70 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 68,436 | -0.41 | 27,663 | -4.09 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 338 | 0.00 | 183 | 8.28 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 34,873 | 2.48 | 14,096 | -1.30 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 9,677 | 4.27 | 3,912 | 0.41 | ||||
| 2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 15,300 | 0.00 | 6,443 | -22.43 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 13 | 18.18 | 5 | 25.00 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 1,358 | -10.72 | 549 | -14.11 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,308 | 2.83 | 507 | -0.20 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 91,205 | 12.40 | 36,867 | 8.24 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 20 | 0.00 | 8 | 0.00 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 5,324 | 2,152 | ||||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,212 | 0.20 | 19,295 | -12.25 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 2,622 | -4.69 | 1 | 0.00 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 33,437 | -37.11 | 14,080 | -51.22 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,140,717 | -8.42 | 461,108 | -11.80 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 1,612 | 62.17 | 651 | 56.12 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 1,949 | -1.47 | 788 | -5.18 | ||||
| 2025-04-25 | 13F | 阿尔比恩金融集团 /ut | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 1,736 | 27.93 | 702 | 23.20 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 61,210 | 23.47 | 24,742 | 18.91 | ||||
| 2025-07-21 | 13F | 111资本 | 2,236 | -32.75 | 904 | -35.27 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 525 | 0.00 | 220 | 0.00 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 11 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 4,164 | -13.18 | 1,683 | -16.39 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 56,155 | 30.26 | 22,699 | 25.44 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 36,902 | 367.71 | 14,917 | 350.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 620 | 0.00 | 251 | -3.85 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 37,873 | 3.65 | 15,309 | -0.18 | ||||
| 2025-05-28 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 49 | -25.76 | 21 | -35.48 | ||||
| 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 | 36,598 | 0.00 | 15,411 | -22.43 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | USSCX - 科技基金份额 | 11,089 | 0.00 | 4,669 | -22.43 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 23,037 | -31.08 | 9 | -35.71 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 15,673 | 251.49 | 6,335 | 238.59 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 5,019 | 13.96 | 2,029 | 9.74 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 9 | 28.57 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 5,235 | -38.09 | 2 | -33.33 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 745 | 301 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 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 | 374 | -8.78 | 151 | -12.21 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 814 | -6.86 | 329 | -10.11 | ||||
| 2025-08-25 | NP | PHSKX - Virtus KAR 中型成长基金 A 类 | 112,125 | -9.67 | 45,323 | -13.01 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 594,148 | 2.31 | 259,298 | -10.40 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 1,402 | -1.75 | 1 | |||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 847 | 6.68 | 342 | 2.70 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 112,411 | 102.36 | 45,439 | 94.88 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 540 | -80.19 | 218 | -80.94 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 12,868 | -1.71 | 5,202 | -5.35 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 64 | 204.76 | 28 | 170.00 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,291 | 15.00 | 4,491 | 0.72 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 10,352 | 11.20 | 4,184 | 7.09 | ||||
| 2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 1,268,146 | -0.19 | 533,991 | -22.58 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 182 | 19.74 | 79 | 5.33 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 18 | 8 | ||||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 2,270 | 0.00 | 991 | -15.74 | ||||
| 2025-04-16 | 13F | 托巴姆 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 3 | 0.00 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 70 | 0.00 | 28 | -3.45 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 4,185 | 597.50 | 1,692 | 705.24 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 101 | 0.00 | 41 | -4.76 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 2,969 | -22.90 | 1,200 | -25.74 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 306,171 | 5.03 | 128,922 | -18.53 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 3,862 | -18.04 | 1,626 | -36.41 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 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 | 4,883 | 2,056 | ||||||
| 2025-07-30 | NP | AMAGX - 阿曼那成长基金投资者股票 | 179,900 | 0.00 | 78,512 | -12.42 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 25,442 | 10,284 | ||||||
| 2025-08-13 | 13F | 港口顾问有限责任公司 | 2,500 | 0.00 | 1,011 | -3.72 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 43 | 0.00 | 17 | -5.56 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 177 | -5.85 | 77 | -17.20 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 1,211 | -10.10 | 490 | -13.45 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 8,126 | 31.30 | 3,546 | 14.98 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 782 | 0.26 | 316 | -3.67 | ||||
| 2025-08-27 | NP | ESEAX - 伊顿万斯亚特兰大资本精选股票基金 A 类 | 46,434 | 0.00 | 18,770 | -3.70 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 249 | 1.63 | 101 | -1.96 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 2,232 | 8.56 | 902 | 4.64 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 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 | 9,361 | 6.50 | 4,085 | -6.74 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 3,664 | -1.98 | 1,481 | -5.55 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 1,551 | 0.00 | 627 | -3.84 | ||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 17,637 | 0.00 | 7,129 | -3.69 | ||||
| 2025-06-27 | 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 | 3,458 | 14.24 | 1,456 | -11.38 | ||||
| 2025-03-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 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 | 2,336 | -47.67 | 1,268 | -43.47 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 22,000 | 2,972.63 | 8,893 | 2,356.35 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 4,911 | -17.23 | 1,985 | -20.28 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 11 | 0.00 | 4 | 0.00 | ||||
| 2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 19,511 | -0.54 | 7,887 | -4.23 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 2,651 | -0.11 | 1,113 | -17.26 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 28,595 | 11,559 | ||||||
| 2025-05-15 | 13F | 旧使命资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 达格科公司 | 12 | 0.00 | 5 | -20.00 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 11,296 | -19.37 | 4,566 | -22.35 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 12,648 | 61.06 | 5,113 | 55.10 | ||||
| 2025-05-13 | 13F | 阿尔格特全球有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 1,214 | 17.41 | 511 | -8.91 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 168 | 0.60 | 68 | -4.29 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 997 | 49.25 | 403 | 43.57 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 18,483 | 51.03 | 7,471 | 45.46 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 3,118 | 0.00 | 1,313 | -22.46 | ||||
| 2025-08-27 | NP | CSMEX - Carillon Scout 中盘基金 A 类 | 32,614 | -2.45 | 13,183 | -6.05 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 252 | 30.57 | 102 | 24.69 | ||||
| 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 | 60,021 | -16.69 | 25,274 | -35.38 | ||||
| 2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 10,029 | -13.18 | 4,054 | -16.40 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 910,749 | -2.52 | 368,143 | -6.12 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 2,100 | 0.00 | 849 | -3.75 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 118,055 | 7.09 | 47,720 | 3.13 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 27,685 | 2.22 | 12,082 | -10.48 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 6,036 | 2.81 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 175,800 | 26.66 | 71,062 | 21.97 | ||||
| 2025-05-15 | 13F | DRW 证券有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 147,543 | -25.32 | 59,640 | -28.08 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 5,500 | 3.77 | 2,223 | -0.04 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 5,464 | -53.77 | 2,293 | -59.95 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 161 | 2.55 | 65 | 0.00 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 826,218 | -12.48 | 333,974 | -15.72 | ||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 215 | 38.71 | 94 | 20.78 | ||||
| 2025-03-25 | NP | DTMGX - 纽约梅隆银行税务管理增长基金 A 类 | 1,825 | 0.00 | 991 | 7.96 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 121,345 | 4.31 | 49,050 | 0.45 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,026 | -51.60 | 415 | -59.69 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 16,066 | 53.65 | 6,494 | 47.99 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 65,500 | -6.56 | 26,476 | -10.02 | ||||
| 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 | 1,820 | 0.00 | 736 | -3.67 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 7,581 | 140.29 | 3,064 | 131.42 | ||||
| 2025-08-26 | NP | WPSGX - AB集中成长基金顾问级 | 58,349 | -11.54 | 23,586 | -14.81 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 82 | -17.17 | 33 | -19.51 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 11,335 | 3.84 | 4,582 | 0.00 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 98 | 13.95 | 40 | 8.33 | ||||
| 2025-05-12 | 13F | Globeflex资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 600 | 243 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 121 | -89.20 | 49 | -89.79 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 2,051 | 10.51 | 829 | 6.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 3,674 | -4.62 | 1,485 | -8.11 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 700 | 250.00 | 283 | 239.76 | |||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,958 | 5.33 | 791 | 1.41 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 16,257 | 0.00 | 6,571 | -3.69 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | 三菱日联信托银行 | 104,718 | 47.72 | 42,329 | 42.26 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 23,000 | -67.65 | 9,297 | -68.85 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 15,398 | 15.06 | 6,224 | 10.79 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 614 | -6.26 | 248 | -9.49 | ||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 1,176 | 73.71 | 475 | 67.25 | ||||
| 2025-08-28 | NP | XSW - SPDR(R) S&P(R) 软件与服务 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 | 8,641 | 18.29 | 3,493 | 13.89 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 2,325 | -10.89 | 940 | -14.08 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 829 | 11.28 | 335 | 7.37 | ||||
| 2025-08-27 | NP | BIOPX - 男爵机会基金 | 64,887 | 0.00 | 26,229 | -3.70 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 37,586 | 16.55 | 15,193 | 12.24 | ||||
| 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 | 2,124 | 28.88 | 859 | 24.17 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 122,036 | 0.90 | 49,329 | -2.83 | ||||
| 2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 19,761 | 0.00 | 7,988 | -3.70 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum 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 | 24,179 | 30.87 | 12,049 | 25.91 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 105 | -4.55 | 42 | -8.70 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 555 | -36.13 | 224 | -38.46 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 2,839 | 48.95 | 1,148 | 43.38 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 11,281 | 0.00 | 4,560 | -3.70 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 67 | -17.28 | 27 | -18.18 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 583 | -89.16 | 236 | -89.59 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 62,926 | 10.83 | 25,436 | 6.74 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 103,735 | 41,932 | ||||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 3 | 1 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 105 | -23.36 | 44 | -40.54 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 27 | 12.50 | 11 | 0.00 | ||||
| 2025-04-18 | 13F | 乐天证券公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 700 | -0.57 | 305 | -12.86 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 909 | 13.62 | 382 | -1.55 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 60 | 0.00 | 24 | -4.00 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 443,717 | -40.26 | 179,359 | -42.47 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 3,650 | 0.00 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 35,566 | 102.47 | 14 | 100.00 | ||||
| 2025-07-30 | 13F | 平行顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 164 | -24.07 | 69 | -41.03 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 9,236 | 0.00 | 3,733 | -3.69 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 22 | -63.33 | 9 | -70.00 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 20,375 | -41.19 | 8,236 | -43.37 | ||||
| 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 | 338 | -41.32 | 142 | -54.49 | ||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 2,171 | -37.99 | 914 | -51.89 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 238 | -91.91 | 96 | -92.22 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 1,608 | 270.51 | 650 | 256.59 | ||||
| 2025-08-29 | NP | TMDIX - AMG TimesSquare 中型成长基金 Z 级 | 70,725 | 4.12 | 28,588 | 0.27 | ||||
| 2025-08-14 | 13F | 石润资本有限公司 | 15,647 | 0.00 | 6,325 | -3.70 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 2,018 | 4.40 | 850 | -19.07 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 73 | 30.36 | 32 | 14.81 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 21,095 | -18.37 | 8,527 | -21.39 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 14,629 | -4.85 | 5,913 | -8.35 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 11,090 | 36.37 | 4,483 | 31.32 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 8,321 | -0.17 | 3,364 | -3.86 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 167 | -1.76 | 68 | -5.63 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 1,658 | 670 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 2,229 | -2.66 | 901 | -6.24 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 3,800 | -1.27 | 1,536 | -4.95 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 914 | -13.94 | 369 | -17.08 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦考夫曼基金 II 主要股票 | 1,401 | 23.00 | 566 | 18.41 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 539 | 4.05 | 218 | 0.00 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 66,658 | -1.36 | 26,856 | -4.66 | ||||
| 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 | 7,640 | 0.00 | 3,217 | -22.43 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 2,071 | 23.94 | 837 | 19.40 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 17,687 | -2.01 | 7,150 | -5.64 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 3,567 | -5.06 | 1 | 0.00 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,626 | -0.02 | 7,125 | -3.72 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 284,163 | 6,757.22 | 114,864 | 6,505.18 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 487,562 | 9.61 | 197,082 | 5.56 | ||||
| 2025-08-27 | 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 | 3,517 | -41.75 | 1,422 | -31.49 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 469 | 205 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 3 | 50.00 | 1 | |||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 806 | 5.36 | 326 | 0.93 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 18,680 | -32.87 | 7,551 | -35.36 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 9,791 | 15.80 | 3,958 | 11.53 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 669 | -57.63 | 270 | -59.21 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 1,961 | -5.68 | 793 | -9.17 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 28,600 | 1.42 | 12 | 0.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 969 | 0.00 | 392 | -3.69 | ||||
| 2025-03-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 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 | 3,956 | -47.64 | 2,147 | -43.44 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 15 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 1,429 | -10.46 | 624 | -21.64 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 2,735 | 1,106 | ||||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 6,492 | 0.00 | 2,624 | -3.67 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 517 | 1.57 | 209 | -2.35 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 592 | 0.17 | 239 | -3.63 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 9,461 | 52.60 | 4 | 50.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 16 | 6 | ||||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 44,048 | 18,489 | ||||||
| 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 | 12,762 | -3.17 | 5,570 | -15.20 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 16,391 | 4.00 | 6,902 | -19.33 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 855 | -0.93 | 346 | -4.70 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 187 | -17.98 | 76 | -21.05 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 17 | -22.73 | 7 | -36.36 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 2,090 | 0.00 | 845 | -3.76 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 1,008 | -5.00 | 407 | -8.54 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 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 | 127 | 18.69 | 63 | 14.55 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 1,087 | 21.72 | 439 | 17.38 | ||||
| 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 | 1,603 | -5.15 | 648 | -8.74 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 34,497 | -6.65 | 13,944 | -10.10 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 671 | 25.42 | 271 | 20.98 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,367 | 6.63 | 553 | 2.60 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,576 | -6.52 | 637 | -9.90 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 4,102 | 0.00 | 1,727 | -22.42 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 12,208 | 27.43 | 4,935 | 22.71 | ||||
| 2025-06-25 | NP | PAHTX - PGIM Jennison 下一代全球机会基金 C 类 | 89 | -68.44 | 37 | -75.82 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -950 | 18.75 | -415 | 4.02 | |||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 717 | 1.99 | 313 | -10.86 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 增值投资组合 - 初始股份 | 3,335 | 26.57 | 1,348 | 21.88 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 2,258,233 | 4.14 | 910,481 | 0.21 | ||||
| 2025-08-21 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 42,900 | 25.81 | 17,341 | 21.16 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 1,589 | 0.00 | 693 | -12.39 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 377 | -3.83 | 165 | -15.90 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 1,377 | 7.24 | 578 | -7.23 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 23,924 | 12.77 | 10,042 | -2.30 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 60,508 | -2.03 | 24,459 | -5.65 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 8,474 | 1.68 | 3,427 | -2.03 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1,055 | 427 | ||||||
| 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 | 4,465 | -17.12 | 2,225 | -20.29 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 316 | 128 | ||||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 463,110 | -3.65 | 187,198 | -7.21 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 41,141 | 614.50 | 16,630 | 588.33 | ||||
| 2025-08-27 | NP | WVALX - 价值基金 - 投资者类别 | 63,500 | 0.00 | 25,668 | -3.70 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 12 | 5 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 89,890 | 2.63 | 36,335 | -1.16 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 23,756 | -18.04 | 9,603 | -21.08 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 1,518 | 3.76 | 639 | -19.52 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 3 | 1 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 217 | -23.86 | 88 | -26.89 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 1,867 | -7.53 | 755 | -10.98 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 830 | 336 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 中型成长系列初始类别 | 4,412 | -43.19 | 1,783 | -45.29 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 1,884 | -1.26 | 793 | -23.38 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 654 | -3.25 | 264 | -6.71 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 573 | 19.38 | 232 | 14.93 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 238 | -22.73 | 96 | -25.58 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,445 | 154.43 | 1,393 | 145.07 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 4,480 | 7.43 | 1,811 | 3.43 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 219 | -6.41 | 89 | -10.20 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 637 | -31.36 | 257 | -33.93 | ||||
| 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 | 169,618 | -0.00 | 71,423 | -22.43 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 6,653 | 0.00 | 2,689 | -3.69 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 8 | 14.29 | 3 | 50.00 | ||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 324,982 | -54.61 | 141,829 | -60.25 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 5,879 | 2,566 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 4,549 | -24.30 | 1,839 | -27.12 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 164,239 | 19.33 | 66,321 | 14.92 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 438 | 0.00 | 177 | -3.28 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 652 | 16.22 | 264 | 11.91 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 77 | -6.10 | 31 | -8.82 |
