机构投资人持股和股东
Kyndryl Holdings, Inc. (US:KD) 有 1200 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 215,973,718 股股票。 最大股东包括 Fmr Llc, Vanguard Group Inc, BlackRock, Inc., Neuberger Berman Group LLC, IJH - iShares Core S&P Mid-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, State Street Corp, NAESX - Vanguard Small-Cap Index Fund Investor Shares, FTQGX - Fidelity Focused Stock Fund, and Dimensional Fund Advisors Lp .
Kyndryl Holdings, Inc. (NYSE:KD)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 12, 2025 is 31.96 / share. Previously, on September 13, 2024, the share price was 22.93 / share. This represents an increase of 39.36% 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
13D/G备案
由于SEC的处理方式不同,我们将13D/G备案与13F备案分开提交,13D/G备案可以由投资者群体(一个主导)提交,而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值(代表投资者群体拥有的所有股份),但随后提交13F报告总股份的不同价值(严格代表他们自己的持股)。这意味着13D/G备案和13F备案的持股通常没有直接可比性,因此我们单独提供它们。
注意:自 2021 年 5 月 16 日起,我们不再显示在过去一年内未提交 13D/G 的持有人。以前,我们显示了13D / G申请的完整历史记录。一般来说,需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是,基金有时会在没有提交交割备案的情况下退出头寸(即,它们逐渐减少),因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆,我们现在只显示“当前”持有人,即在过去一年内提交申请的持有人。
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文件日期 | 表格 | 投资者 | 前期 股票 |
最新 股票 |
Δ 股票 (Percent) |
持股 (百分比) |
Δ 持股 (百分比) |
|
---|---|---|---|---|---|---|---|---|
2025-08-06 | FMR有限责任公司 | 24,929,089 | 29,599,150 | 18.73 | 12.80 | 19.63 | ||
2025-04-04 | 路博迈伯曼集团有限责任公司 | 12,526,601 | 5.40 |
13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel
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Load All文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 49,497 | -6.69 | 2,149 | 29.01 | ||||
2025-07-28 | NP | MVV - ProShares Ultra MidCap400 | 8,825 | -1.48 | 345 | 0.88 | ||||
2025-03-27 | NP | PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF | 31,660 | 200.09 | 1,202 | 324.38 | ||||
2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 855 | 23.91 | 28 | 3.85 | ||||
2025-04-21 | 13F | 老奥罗拉第二国家银行 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 50 | 0.00 | 2 | 100.00 | ||||
2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | J.高盛公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 9,093 | 371.14 | 382 | 535.00 | ||||
2025-08-15 | 13F | Semmax 财务顾问公司 | 184 | 0.00 | 6 | -16.67 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 2,171 | -0.91 | 91 | 33.82 | ||||
2025-08-12 | 13F | 美国世纪公司 | 838,277 | 36.70 | 35,174 | 82.67 | ||||
2025-08-06 | 13F | 尤克斯资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 12,505 | 0.00 | 488 | 2.52 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 15 | -96.92 | 1 | -100.00 | ||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 420 | 18 | ||||||
2025-08-13 | 13F | 加州公务员退休制度 | 402,707 | 14.25 | 16,898 | 52.67 | ||||
2025-08-26 | NP | Profunds - Profunds 中型价值副总裁 | 733 | 11.74 | 31 | 50.00 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,917 | -31.97 | 80 | -9.09 | ||||
2025-07-16 | 13F | 注册财务顾问有限责任公司 | 114 | -20.83 | 5 | 0.00 | ||||
2025-07-25 | 13F | 北美社区银行 | 10 | 0.00 | 0 | |||||
2025-08-22 | NP | XFBRX - 中型投资组合投资者类别 | 1,619,900 | 67,971 | ||||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 8 | 700.00 | 0 | |||||
2025-06-23 | NP | MPSIX - 中型股标准普尔 400 指数基金机构类 | 96,867 | -1.28 | 3,140 | -15.68 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 7,933 | 4.86 | 333 | 40.08 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 19,758 | 0.00 | 641 | -14.67 | ||||
2025-06-30 | NP | RSMC - 洛克菲勒美国中小型股ETF | 376,640 | 4.99 | 12,211 | -10.33 | ||||
2025-05-15 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 496 | 2.69 | 21 | 33.33 | ||||
2025-08-22 | 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 | 2,501,312 | 34.88 | 104,955 | 80.25 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 99,200 | -11.74 | 4,113 | 16.82 | |||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 33,657 | 0.00 | 1,412 | 33.71 | ||||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 207 | 13.11 | 7 | 0.00 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 43,733 | -70.49 | 1,833 | -60.61 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 869 | 8.22 | 36 | 44.00 | ||||
2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 53,628 | 79.54 | 2,250 | 140.13 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 28,700 | -46.55 | 1,190 | -29.27 | |||
2025-06-26 | NP | FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,506 | 64.96 | 2,902 | 40.89 | ||||
2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 346,092 | 6.10 | 13,511 | 8.78 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 129 | 0.00 | 5 | 25.00 | ||||
2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 246 | 0.00 | 10 | 42.86 | ||||
2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | SummitTX Capital,LP | 12,177 | 511 | ||||||
2025-03-31 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 1,282 | 232.12 | 49 | 500.00 | ||||
2025-08-12 | 13F | 新常春藤资本管理公司 | 35,011 | 1,469 | ||||||
2025-08-19 | NP | Securian Funds Trust - SFT Index 400 中型基金 1 级 | 17,672 | 0.00 | 742 | 33.75 | ||||
2025-08-21 | NP | LIONX - Issachar 基金 N 类股票 | 8,900 | 373 | ||||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 17,080 | 21.02 | 716 | 61.63 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 527,697 | -1.38 | 22,142 | 31.79 | ||||
2025-07-18 | 13F | 信托金融公司 | 21,115 | 9.04 | 886 | 45.56 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 63,109 | -55.62 | 2,648 | -40.68 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 354,300 | -19.73 | 14,866 | 7.27 | |||
2025-08-14 | 13F | 采石场LP | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 163,400 | -64.73 | 6,856 | -52.87 | |||
2025-06-27 | NP | XMMO - Invesco S&P MidCap 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 | 994,954 | -27.02 | 32,256 | -37.67 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 4,427,592 | 3.17 | 185,770 | 37.86 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,359 | 0.00 | 57 | 35.71 | ||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 2,894 | -62.70 | 121 | -50.21 | ||||
2025-08-11 | 13F | 安比银行 | 7,574 | 8.00 | 318 | 44.09 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 239 | 10 | ||||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 1,741 | 0.00 | 73 | 35.19 | ||||
2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 50,044 | 0.00 | 1,954 | 2.52 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 800 | 0.00 | 34 | 32.00 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 55,335 | -13.90 | 1,794 | -26.49 | ||||
2025-07-16 | 13F/A | CX 机构 | 96 | 0.00 | 0 | |||||
2025-07-24 | 13F | IFP 顾问公司 | 2,174 | -18.18 | 128 | 54.22 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | TSME - Thrivent 中小盘 ESG ETF | 398,793 | 45.62 | 16,733 | 94.59 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 823 | 0.00 | 35 | 36.00 | ||||
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 | 133,042 | -1.12 | 5,194 | 1.37 | ||||
2025-08-28 | NP | MDYV - SPDR(R) S & P 400 中盘价值 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 | 176,502 | -1.27 | 7,406 | 31.94 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 4,277,559 | 5.01 | 179,515 | 40.30 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 656 | 7.01 | 28 | 42.11 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 19,708 | 52.59 | 817 | 102.23 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 182,043 | 0.00 | 5,902 | -14.60 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 14,700 | 617 | |||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 29,700 | 1,246 | |||||
2025-08-14 | 13F | 瑞银集团 | 1,352,395 | 93.34 | 56,746 | 158.36 | ||||
2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 142,690 | -4.16 | 5,987 | 28.06 | ||||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 34,018 | 0.00 | 1,427 | 33.61 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 260,494 | 11 | ||||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 7,863 | -0.25 | 330 | 33.20 | ||||
2025-07-08 | 13F | 五重奏私人银行(欧洲)SA | 10,377 | -32.52 | 435 | -9.75 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 58,540 | -0.77 | 2,456 | 32.61 | ||||
2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 10,425 | 437 | ||||||
2025-07-31 | 13F | 奥本海默公司 | 25,994 | 1,091 | ||||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 115 | 0.00 | 4 | 50.00 | ||||
2025-05-15 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | 北方资本有限公司 | 10 | 0.00 | 0 | |||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 883 | 1.85 | 37 | 37.04 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 668 | 135.21 | 28 | 250.00 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 208 | 9 | ||||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 12 | 1 | ||||||
2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,515 | 2.45 | 1,448 | 36.99 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 17,578 | -1.32 | 686 | 1.18 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 12,257 | 7.11 | 514 | 43.18 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 104 | 14.29 | 4 | 100.00 | ||||
2025-07-23 | 13F | 流利金融有限责任公司 | 17,464 | 733 | ||||||
2025-08-08 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 55,277 | 2,158 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中盘指数基金标准类别 | 72,910 | -0.56 | 3,059 | 32.88 | ||||
2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | 10,205 | 428 | ||||||
2025-08-05 | 13F | 纽约梅隆银行 | 1,803,111 | -4.24 | 75,659 | 27.96 | ||||
2025-08-07 | 13F/A | 全球清洁有限责任公司 | 774 | 5.45 | 32 | 39.13 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 952,931 | -1.79 | 39,985 | 31.24 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse 小盘价值投资组合 A 类 | 232,542 | 0.74 | 9,757 | 34.64 | ||||
2025-06-26 | NP | FSMVX - 富达中型价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 259,600 | 8,416 | ||||||
2025-08-05 | 13F | Castlekeep 投资顾问有限责任公司 | 9,314 | 0.00 | 391 | 33.56 | ||||
2025-07-28 | NP | AVLV - Avantis 美国大盘价值 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 | 479,636 | 55.08 | 18,725 | 58.99 | ||||
2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 252,190 | 35.51 | 10,582 | 81.09 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 1,307 | 361.84 | 55 | 500.00 | ||||
2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,171 | -21.57 | 397 | -19.47 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 91,286 | 3,830 | ||||||
2025-08-12 | 13F | SRS 资本顾问公司 | 2,429 | -11.16 | 102 | 18.82 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 0 | -100.00 | 0 | |||||
2025-05-05 | 13F | 落基山顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 28 | 0.00 | 1 | -100.00 | ||||
2025-05-15 | 13F | 牛津资产管理公司 | 10,869 | 341 | ||||||
2025-07-28 | NP | VMIDX - 中型股指数基金 | 210,471 | -3.79 | 8,217 | -1.37 | ||||
2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 318,505 | -10.43 | 13,364 | 19.70 | ||||
2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 12,115 | -17.47 | 473 | -15.56 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/400 管理波动性投资组合 IB 级 | 56,058 | -6.53 | 2,352 | 24.91 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 80,293 | -12.69 | 3 | 50.00 | ||||
2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 18,202 | -1.61 | 590 | -15.95 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 733 | 0.00 | 31 | 30.43 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 72 | 0.00 | 3 | 50.00 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 67,909 | 1.93 | 2,849 | 36.19 | ||||
2025-07-10 | 13F | 汤普金斯金融公司 | 697 | 0.00 | 29 | 38.10 | ||||
2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 1,065,477 | -30.81 | 44,707 | -7.54 | ||||
2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 273 | -4.55 | 11 | 37.50 | ||||
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 | 110,492 | 1.45 | 3,582 | -13.35 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 3,970 | 156.79 | 167 | 245.83 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 89,040 | 8.17 | 3,736 | 44.58 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,814,798 | 0.08 | 76,149 | 33.74 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 444,600 | -1.20 | 18,655 | 32.02 | ||||
2025-04-10 | 13F | 西尔弗伯格伯恩斯坦资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet资产管理公司 | 56,228 | -23.08 | 2,354 | 2.53 | ||||
2025-04-11 | 13F | 赫斯律师事务所 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 4,590 | 6.20 | 193 | 42.22 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,158 | 0 | ||||||
2025-08-15 | NP | ROFCX - 罗伊斯机会基金顾问班 | 206,330 | -6.98 | 8,658 | 24.31 | ||||
2025-08-01 | 13F | Reliant投资合伙公司 | 14,989 | 629 | ||||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 506,392 | -2.61 | 21,329 | 33.02 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 33,471 | -2.13 | 1,404 | 30.85 | ||||
2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 104,276 | -10.04 | 4,375 | 9.10 | ||||
2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | BankPlus 信托部 | 120 | -10.45 | 5 | 25.00 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 167,846 | 15.72 | 4,968 | 4.94 | ||||
2025-07-28 | 13F | Eq 财富顾问有限公司 | 55 | 0.00 | 2 | 100.00 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 24,345 | -2.08 | 1,022 | 30.90 | ||||
2025-08-28 | NP | USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF | 68,689 | 2,882 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 261,189 | -1.75 | 10,959 | 31.29 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 95,800 | 119.72 | 4,020 | 193.57 | ||||
2025-08-14 | 13F | Synovus金融公司 | 26,193 | 0.19 | 1,099 | 34.02 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 45,180 | -1.32 | 1,896 | 31.87 | ||||
2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 2,100 | 0.00 | 88 | 35.38 | ||||
2025-05-29 | NP | CSF - VictoryShares US Discovery 增强波动性 Wtd ETF | 1,447 | 45 | ||||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 35,895 | -28.06 | 1,506 | -3.83 | ||||
2025-03-18 | 13F/A | 美国银行 /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 138,524 | 5,813 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘股指数投资组合 IB 类 | 195,270 | -0.57 | 8,194 | 32.87 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | 桑迪泉银行 | 1,472 | -2.77 | 46 | -11.54 | ||||
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 | 100,323 | 3,252 | ||||||
2025-07-25 | 13F | 资产规划有限公司 | 299 | 0.00 | 13 | 33.33 | ||||
2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 794 | 0.00 | 33 | 37.50 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 411 | 19.13 | 13 | 0.00 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 5 | 0.00 | 0 | |||||
2025-03-18 | 13F | 标准 Caixa、Sau | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Pin Oak 投资顾问公司 | 27 | 0.00 | 0 | |||||
2025-08-14 | 13F | Fieldview 资本管理有限公司 | 142,197 | 5,967 | ||||||
2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 764,603 | 6.63 | 24,788 | -8.93 | ||||
2025-08-20 | NP | AATIX - Ancora/Thelen 中小盘 I 类 | 116,630 | 0.00 | 4,894 | 33.62 | ||||
2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 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 | 37,886 | 16.74 | 1,228 | -0.24 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 2,141 | -0.23 | 90 | 32.84 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 58,513 | 36.78 | 2 | 100.00 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 10,696 | -97.05 | 449 | -96.06 | ||||
2025-05-02 | 13F | 卡伦/弗罗斯特银行家公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 2,936 | 7.08 | 123 | 43.02 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -2,800 | 47.37 | -109 | 51.39 | |||
2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 13 | -53.57 | 1 | |||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 211,570 | 1.01 | 8,877 | 34.99 | ||||
2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 117,902 | 0.39 | 4,947 | 34.17 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,551 | 1.37 | 65 | 35.42 | ||||
2025-07-30 | 13F | 财务视角公司 | 8 | 0.00 | 0 | |||||
2025-08-12 | 13F | XTX Topco有限公司 | 13,066 | -33.43 | 548 | -11.04 | ||||
2025-07-17 | 13F | 城市控股公司 | 20 | 0.00 | 1 | |||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 86 | 0.00 | 4 | 50.00 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | 58,798 | -30.84 | 2 | 0.00 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 540,273 | 39.82 | 22,670 | 86.85 | ||||
2025-08-13 | 13F | ESL 信托服务有限责任公司 | 188 | 0.00 | 8 | 40.00 | ||||
2025-03-27 | NP | RSEAX - 美国战略股票基金A类 | 105,889 | 0.00 | 4,020 | 65.87 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 298,149 | -1.46 | 12,510 | 31.68 | ||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 1,225 | 0.00 | 47 | 64.29 | ||||
2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 2 | 0 | ||||||
2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 25 | 0.00 | 1 | |||||
2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 141 | 0.00 | 6 | 25.00 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-14 | 13F | 清晰度资产管理公司 | 52 | 0.00 | 2 | 100.00 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 15 | 0.00 | 1 | |||||
2025-08-11 | 13F | 野村资产管理有限公司 | 3,790 | 0.00 | 159 | 33.61 | ||||
2025-08-08 | 13F | Pinney & Scofield 公司 | 92 | 0.00 | 4 | 50.00 | ||||
2025-04-16 | 13F | 林氏集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 385,751 | 1.40 | 16,186 | 147,045.45 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 摩根大通公司 | 582,601 | 0.78 | 24,446 | 34.67 | ||||
2025-03-24 | NP | ADPV - Adaptiv Select ETF | 98,831 | -21.49 | 3,752 | 10.91 | ||||
2025-07-08 | 13F | ZRC财富管理有限公司 | 37 | 0.00 | 2 | 0.00 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 9 | 0.00 | 0 | |||||
2025-08-14 | 13F | 德肖公司 | 132,065 | -60.71 | 5,541 | -47.50 | ||||
2025-08-28 | NP | XITK - SPDR FactSet 创新技术 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 | 26,425 | -9.18 | 1,109 | 21.36 | ||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 809,632 | 4.90 | 33,972 | 40.18 | ||||
2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 20 | 0.00 | 1 | |||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 21,508 | 3.65 | 1 | |||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 13 | 0 | ||||||
2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 少尉峰顾问公司 | 68,200 | -23.54 | 2,862 | 2.18 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 90 | 0.00 | 4 | 50.00 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 5,080 | 213 | ||||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 3,341 | 140 | ||||||
2025-08-06 | 13F | 福卡斯金融公司 | 207,854 | -27.63 | 8,722 | -3.29 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 5,294 | 222 | ||||||
2025-08-11 | 13F | 霍普伍德金融服务公司 | 168 | 0.00 | 7 | 40.00 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 4,777 | 0.00 | 200 | 34.23 | ||||
2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 可持续股票投资组合 I 类 | 790,698 | 0.00 | 33,178 | 33.63 | ||||
2025-05-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-25 | 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 | 121,256 | -33.77 | 3,931 | -6.18 | ||||
2025-05-12 | 13F | 本杰明·爱德华兹公司 | 0 | -100.00 | 0 | |||||
2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 27,653 | 19.61 | 1,053 | 188.49 | ||||
2025-07-31 | 13F | Ssa瑞士顾问股份公司 | 1,015 | 0.00 | 40 | 25.81 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 2 | 0.00 | 0 | |||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 65,500 | 0.46 | 2,748 | 34.25 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 6,712 | -6.56 | 218 | -20.22 | ||||
2025-08-12 | 13F | 保德信金融公司 | 460,682 | 3.74 | 19,330 | 38.64 | ||||
2025-05-15 | 13F | 约翰逊金融集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 0 | -100.00 | 0 | |||||
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 | 6,372 | 247.25 | 267 | 368.42 | ||||
2025-08-22 | NP | FIIAX - 富达顾问中型 II 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 | 335,200 | 14,065 | ||||||
2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,017 | 63.58 | 664 | 67.68 | ||||
2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 911 | 9.50 | 36 | 12.90 | ||||
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 | 8,035 | 18.41 | 337 | 58.22 | ||||
2025-06-26 | NP | USMIX - 扩展市场指数基金 | 27,631 | -2.00 | 896 | -16.36 | ||||
2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,054,494 | -5.90 | 34,187 | -19.63 | ||||
2025-07-21 | 13F | 机械金融公司 | 5 | 0.00 | 0 | |||||
2025-08-08 | 13F | 哈特兰有限公司 | 3,295 | 132.04 | 138 | 213.64 | ||||
2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 32 | 0.00 | 1 | -100.00 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 26 | 0.00 | 1 | |||||
2025-08-27 | NP | Brighthouse Funds Trust II - Loomis Sayles 小盘股核心投资组合 A 类 | 73,420 | 0.00 | 3,081 | 33.62 | ||||
2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 8,938 | 375 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 19,530 | 0.00 | 819 | 33.61 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 251,009 | -0.35 | 10,532 | 33.30 | ||||
2025-07-08 | 13F | NBC 证券公司 | 134 | -12.42 | 0 | |||||
2025-07-25 | 13F | 亚飞财富 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 塞伊投资公司 | 203,021 | 23.85 | 8,519 | 65.49 | ||||
2025-07-17 | 13F | 绿叶信托 | 9,066 | 0.64 | 380 | 34.75 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 55,934 | 0.36 | 2,347 | 34.06 | ||||
2025-06-25 | NP | IQSM - IQ Candriam ESG 美国中型股票 ETF | 24,861 | 806 | ||||||
2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 5,695,737 | -1.89 | 238,993 | 31.10 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 368 | 6.67 | 15 | 50.00 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 2,616 | 116.92 | 110 | 194.59 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 20 | 1 | ||||||
2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 61,581 | -0.72 | 2,584 | 32.67 | ||||
2025-08-28 | NP | IJK - iShares S&P Mid-Cap 400 Growth ETF | 752,542 | -5.71 | 31,577 | 26.00 | ||||
2025-05-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 216 | 0.00 | 9 | 50.00 | ||||
2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 666,627 | -0.05 | 21,612 | -14.63 | ||||
2025-06-26 | NP | TRDFX - Steward 中小盘增强指数基金 A 类 | 10,788 | 0.00 | 350 | -14.67 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 4,956 | 208 | ||||||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 769 | 0.00 | 32 | 33.33 | ||||
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 | 5,240 | 0.00 | 220 | 33.54 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 2,643 | 111 | ||||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 62,515 | -1.31 | 3 | 100.00 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 7,423 | 311 | ||||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 36,761 | 193.97 | 1,542 | 293.37 | ||||
2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 16,151 | 0.00 | 678 | 33.53 | ||||
2025-07-29 | NP | IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 | 75,518 | 2.33 | 2,948 | 4.91 | ||||
2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 5,003 | 30.76 | 195 | 34.48 | ||||
2025-05-29 | NP | MAADX - 动态价值投资组合类别 IS | 575 | -14.05 | 18 | -21.74 | ||||
2025-08-14 | 13F | 曼氏集团 | 130,087 | 5,458 | ||||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 274 | 0.00 | 11 | 37.50 | ||||
2025-05-15 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | NP | FMCDX - 富达顾问选股中盘基金 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 | 398,200 | 15,546 | ||||||
2025-07-30 | NP | SPMIX - 标普中盘指数基金直接股票 | 8,341 | -2.93 | 326 | -0.61 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 244 | 0.00 | 10 | 42.86 | ||||
2025-07-23 | NP | VYMYX - Voya 中型股研究增强型指数基金 W 级 | 7,350 | -0.70 | 287 | 1.78 | ||||
2025-07-25 | 13F | 理查森金融服务公司 | 61 | 0.00 | 3 | 100.00 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | 9,544 | 400 | ||||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 572,737 | 77.75 | 24,032 | 137.54 | ||||
2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 1,040 | 12.43 | 34 | -5.71 | ||||
2025-06-18 | NP | GMXAX - 全国中盘市场指数基金 A 类 | 42,658 | -6.26 | 1,383 | -19.98 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 10,144 | 26.40 | 426 | 69.32 | ||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 9,229 | 1,257.21 | 387 | 1,742.86 | ||||
2025-08-04 | 13F | 沙漠互利管理员 | 928 | 0.00 | 39 | 31.03 | ||||
2025-06-26 | NP | TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 | 233,774 | 5.03 | 7,579 | -10.31 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 17 | 21.43 | 1 | |||||
2025-07-28 | NP | NBRVX - Neuberger Berman 中型内在价值基金投资者类别 | 12,450 | -5.13 | 486 | -2.61 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 563 | 0.00 | 24 | 35.29 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 98,332 | -7.00 | 4,127 | 24.65 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 3,337 | 27,708.33 | 140 | |||||
2025-04-29 | 13F | 奇尔顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 64,255 | 0.00 | 3 | 0.00 | ||||
2025-08-28 | NP | SPMD - SPDR(R) 投资组合中型 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,050,722 | 2.03 | 44,088 | 36.35 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 1,318 | -8.54 | 55 | 22.22 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 28,475 | 0.00 | 1,195 | 33.56 | ||||
2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 25,464 | -41.35 | 826 | -49.94 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 23,033 | 966 | ||||||
2025-08-22 | NP | SZCAX - DWS小盘核心基金A级 | 1,000,000 | 0.00 | 41,960 | 33.63 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 521,098 | 58.67 | 22 | 110.00 | ||||
2025-08-14 | 13F | 前沿资本管理有限公司 | 466,770 | 19,586 | ||||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,283 | 40 | ||||||
2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 194 | 15.48 | 0 | |||||
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 | 75,092 | -0.26 | 2,434 | -14.81 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 141 | 0.00 | 6 | 25.00 | ||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 358 | 0.00 | 15 | 25.00 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 8,906 | -14.27 | 374 | 14.42 | ||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 153 | 0.00 | 6 | 50.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 1,336 | 56 | ||||||
2025-08-07 | 13F | 第1620章 | 191 | -10.33 | 8 | 33.33 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 156,432 | 18.75 | 6,564 | 58.68 | ||||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 2,174 | 176.59 | 85 | 189.66 | ||||
2025-04-10 | 13F | 惠普伍德顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 16,900 | -48.94 | 709 | -31.76 | |||
2025-08-14 | 13F | 阳光地带证券公司 | 123 | -54.95 | 4 | -50.00 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 12,089 | -6.13 | 392 | -19.88 | ||||
2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 401 | -43.92 | 17 | -27.27 | ||||
2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 25,479 | -4.10 | 1 | |||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 366,881 | 0.23 | 15,394 | 33.94 | ||||
2025-06-25 | NP | FNY - First Trust 中型成长 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 | 65,957 | -22.93 | 2,138 | -34.17 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 150,900 | 28.97 | 6,332 | 72.37 | |||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 222,632 | 43.96 | 9,342 | 92.40 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 5,324 | 223 | ||||||
2025-07-01 | 13F | 伯克特金融服务有限公司 | 1 | 0.00 | 0 | |||||
2025-08-07 | 13F | 米德资产管理公司 | 179 | 0.00 | 8 | 40.00 | ||||
2025-08-29 | NP | JAEYX - 中型股指数信托资产净值 | 91,010 | -2.22 | 3,819 | 30.66 | ||||
2025-08-08 | 13F | 霍雷尔资本管理公司 | 27 | 1 | ||||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 5,284 | 222 | ||||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | -200 | 238.98 | ||||||
2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 1,166 | 46 | ||||||
2025-07-24 | 13F | 汤普森投资管理公司 | 30 | 1 | ||||||
2025-09-11 | 13F | 硅谷资本合伙人 | 76 | -50.65 | 3 | -25.00 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 43 | -2.27 | 2 | 0.00 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 42,500 | -54.05 | 1,783 | -38.60 | |||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 32,200 | 79.89 | 1,351 | 140.39 | |||
2025-07-23 | 13F | 马里兰州退休金系统 | 10,625 | 0.00 | 446 | 33.63 | ||||
2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 4,808 | 202 | ||||||
2025-08-15 | NP | PENNX - 罗伊斯宾夕法尼亚共同基金投资类别 | 255,631 | 0.00 | 10,726 | 33.64 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 14,800 | -73.04 | 578 | -72.39 | ||||
2025-06-26 | NP | FTQGX - 富达专注股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,479,000 | 217.70 | 145,209 | 171.34 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 14,426 | 14.09 | 605 | 52.39 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 33,260 | -8.94 | 1,396 | 21.73 | ||||
2025-08-08 | 13F | KBC 集团 | 6,407 | -35.98 | 0 | |||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 397,753 | 9.56 | 16,690 | 46.41 | ||||
2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 6 | 0 | ||||||
2025-06-27 | NP | ESCQX - 推出小型股票基金退休课程 | 100,501 | 18.02 | 3,258 | 0.80 | ||||
2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 1,579,007 | -3.10 | 66,255 | 29.48 | ||||
2025-07-25 | 13F | 全面清晰财富管理公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 155 | 0.00 | 7 | 50.00 | ||||
2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 13 | 0.00 | 0 | |||||
2025-07-29 | 13F | 私人信托公司 | 1,006 | -1.47 | 42 | 31.25 | ||||
2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 480,041 | -45.07 | 18,741 | -43.69 | ||||
2025-05-29 | NP | CSA - VictoryShares 美国小盘股波动性 Wtd ETF | 1,137 | 36 | ||||||
2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 871,862 | -9.16 | 36,583 | 21.39 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 34,125 | 116.09 | 1,432 | 189.09 | ||||
2025-05-09 | 13F | 马克西投资CY有限公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | FAD - First Trust Multi Cap Growth 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 | 13,860 | -5.11 | 449 | -18.95 | ||||
2025-08-26 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 73,495 | 103.88 | 3,084 | 172.59 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 16,743 | -6.48 | 703 | 24.91 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 56 | 0.00 | 2 | 100.00 | ||||
2025-08-29 | NP | ETNEX - Eventide Exponential Technologies 基金 N 类股票 | 28,008 | 0.00 | 1,175 | 33.67 | ||||
2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 3,201 | 0.00 | 134 | 34.00 | ||||
2025-07-29 | 13F | 贸易风资本管理有限公司 | 101 | 0.00 | 4 | 33.33 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 3,738,582 | -1.63 | 156,871 | 31.46 | ||||
2025-05-07 | 13F | 拉米雷斯资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 | 7,370 | 309 | ||||||
2025-05-14 | 13F | 第1832章 | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 2 | 0.00 | 0 | |||||
2025-07-16 | 13F | 美国国家银行 | 64 | 0.00 | 3 | 0.00 | ||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 900 | 0.00 | 38 | 32.14 | ||||
2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 95,123 | 0.00 | 3,084 | -14.60 | ||||
2025-08-28 | NP | SIVIX - 道富机构小型股票基金投资类别 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 | 10,709 | -46.02 | 449 | -27.81 | ||||
2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 198,288 | 0.98 | 7,741 | 3.53 | ||||
2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 关键金融公司 | 325 | 0.00 | 14 | 30.00 | ||||
2025-08-14 | 13F | J.高盛公司 | 180,089 | -76.67 | 7,557 | -68.83 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 31,654 | 8.03 | 1,026 | -7.73 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 103,546 | 1.92 | 4,345 | 36.18 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 235 | 10 | ||||||
2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 244 | 89.15 | 10 | 150.00 | ||||
2025-07-22 | 13F | 先驱投资管理有限公司 | 67,000 | 0.00 | 2,811 | 33.79 | ||||
2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 274 | 0.00 | 11 | 37.50 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,487 | 62.16 | 62 | 121.43 | ||||
2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 540 | 0.00 | 23 | 37.50 | ||||
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 | 133,503 | -10.42 | 4,328 | -23.49 | ||||
2025-08-15 | 13F | 莫尔斯资产管理公司 | 475 | 20 | ||||||
2025-07-14 | 13F | 马里兰资本顾问公司 | 90 | 0.00 | 4 | 50.00 | ||||
2025-08-11 | 13F | 花旗集团 | 48,067 | -24.52 | 2,017 | 0.85 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 370 | 68.18 | 16 | 150.00 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 24,479 | 0.17 | 1,027 | 33.90 | ||||
2025-08-21 | NP | MSCQX - 美世美国中小型股票基金 I 类 | 49,061 | -44.68 | 2,059 | -26.08 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 160,139 | 25.12 | 6,719 | 67.22 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 8,163 | 319 | ||||||
2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 99,069 | 8.06 | 3,212 | -7.73 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 21 | 0.00 | 1 | |||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 77,191 | 2.41 | 3,239 | 36.86 | ||||
2025-08-12 | 13F | 布劳恩史黛西联合公司 | 517,259 | 127.33 | 21,704 | 203.81 | ||||
2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 7,859 | 330 | ||||||
2025-08-14 | 13F | 联信银行 | 526,588 | -8.75 | 22,096 | 21.93 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 404 | 4.39 | 12 | -8.33 | ||||
2025-03-28 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 10,676 | -68.10 | 448 | -57.43 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 220,608 | 0.10 | 9,257 | 33.78 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,345 | 6.49 | 98 | 42.03 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 45,526 | 39.95 | 1,910 | 87.07 | ||||
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 | 215,277 | -21.13 | 8,404 | -19.14 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 336 | 205.45 | 14 | 366.67 | ||||
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 | 1,649,300 | 16.40 | 64,389 | 19.34 | ||||
2025-06-27 | NP | HASGX - 港湾小盘成长基金机构类别 | 680,834 | -0.09 | 22,073 | -14.67 | ||||
2025-08-14 | 13F | 格拉尼与金有限责任公司 | 48 | 0.00 | 2 | 100.00 | ||||
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 | 77,532 | -14.49 | 2,514 | -26.97 | ||||
2025-08-06 | 13F | 遗产财富管理有限公司/ID | 10 | 0 | ||||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 67,032 | 300.57 | 2,813 | 435.62 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 14,217 | -18.45 | 597 | 8.96 | ||||
2025-05-09 | 13F | 芝加哥合伙人投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 资本顾问有限公司 | 33 | 0.00 | 0 | |||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 547,812 | -26.04 | 22,986 | -1.17 | ||||
2025-06-26 | NP | FZFLX - 富达 SAI 中小盘 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 | 52,690 | -14.62 | 1,708 | -27.07 | ||||
2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,874 | 4.28 | 163 | 39.66 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 5,552 | 233 | ||||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 501 | -2.53 | 21 | 31.25 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 14 | 75.00 | 1 | |||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 828 | -18.26 | 35 | 9.68 | ||||
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 | 385,428 | 0.00 | 12,496 | -14.59 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 513 | -4.29 | 22 | 31.25 | ||||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 52 | 1.96 | 2 | 100.00 | ||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 380 | 0.00 | 16 | 36.36 | ||||
2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 11,350 | 5.32 | 368 | -10.27 | ||||
2025-07-28 | NP | UMDD - ProShares UltraPro MidCap400 | 1,317 | -34.74 | 51 | -32.89 | ||||
2025-07-01 | 13F | 仙人掌资产管理有限公司 | 42,760 | 0.00 | 1,773 | 32.34 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 13,641 | 171.84 | 572 | 264.33 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 308 | -36.10 | 13 | -20.00 | ||||
2025-08-14 | 13F | Punch & Associates 投资管理公司 | 5,325 | 223 | ||||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 105,296 | 1.79 | 4,418 | 36.02 | ||||
2025-08-13 | 13F | 阿蒙迪 | 314,121 | 39.00 | 13,309 | 89.99 | ||||
2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 106,255 | 1.57 | 3,445 | -13.27 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 111 | 0.00 | 5 | 33.33 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 34 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | Xponance公司 | 27,775 | 2.40 | 1,165 | 36.90 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,100 | -20.51 | 130 | 6.56 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 27,790 | 1,166 | ||||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 42,233 | -2.03 | 1,772 | 30.97 | ||||
2025-08-15 | NP | 罗伊斯价值信托公司 | 232,009 | 0.00 | 9,735 | 33.63 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 12,226 | 1.71 | 513 | 36.07 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 5,634 | 236 | ||||||
2025-06-23 | NP | IYW - iShares 美国科技 ETF | 380,498 | -0.56 | 12,336 | -15.07 | ||||
2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 13,468 | 526 | ||||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 87,833 | 31.58 | 3,685 | 75.89 | ||||
2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 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 | 1,084 | -5.41 | 45 | 28.57 | ||||
2025-04-29 | 13F | 罗利资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 39,773 | -6.99 | 1,669 | 24.29 | ||||
2025-08-11 | 13F | 潮汐有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 156 | 0.00 | 7 | 50.00 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 62,246 | -0.12 | 2,612 | 33.49 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2 | -84.62 | 0 | |||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 338,647 | 0.00 | 14,210 | 33.63 | ||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 18,296 | 768 | ||||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 108,037 | 3.86 | 5 | 33.33 | ||||
2025-08-14 | 13F | 道富银行 | 7,437,858 | -1.49 | 312,093 | 31.64 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 175,096 | -7.79 | 7,347 | 23.23 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 29,166 | 22.16 | 1,224 | 63.28 | ||||
2025-07-14 | 13F | 富达财富管理 | 598 | 0.00 | 25 | 38.89 | ||||
2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 3,315 | -8.50 | 129 | -5.84 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 209 | -1.42 | 9 | 33.33 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,596 | -22.04 | 109 | 3.85 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 5,350 | 224 | ||||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 7,592 | 319 | ||||||
2025-07-30 | 13F | 库克森皮尔斯公司 | 281,912 | 6.40 | 11,829 | 42.19 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 189,288 | -11.05 | 8 | 16.67 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 138 | -20.23 | 6 | 0.00 | ||||
2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 179 | 0.00 | 8 | 40.00 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 82,166 | 0.86 | 3,448 | 34.81 | ||||
2025-08-13 | 13F | 景顺有限公司 | 1,852,662 | -10.85 | 77,738 | 19.13 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-07 | 13F | 班戈储蓄银行 | 88 | 0.00 | 4 | 50.00 | ||||
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 | 433,140 | 1.31 | 16,910 | 3.86 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 510 | -20.81 | 21 | 5.00 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,020,977 | 132.49 | 78,899 | 138.35 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 690,017 | -1.05 | 28,953 | 32.23 | ||||
2025-08-08 | 13F | 金融引力公司 | 80 | 0.00 | 3 | 50.00 | ||||
2025-04-28 | 13F | 朱红财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 德意志银行\ | 1,201,351 | 0.22 | 50,409 | 33.93 | ||||
2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 7,762 | -21.68 | 326 | 4.50 | ||||
2025-08-11 | 13F | Birchbrook公司 | 60 | 650.00 | 3 | |||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 704 | -23.48 | 30 | 3.57 | ||||
2025-08-11 | 13F | 诺特·大卫·M·Jr | 428 | 0.00 | 18 | 30.77 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 6,087 | -39.14 | 255 | -18.79 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 339,100 | -54.36 | 14,229 | -39.01 | |||
2025-08-04 | 13F | 俄亥俄州 | 180,750 | 8.28 | 7,584 | 44.71 | ||||
2025-05-08 | 13F | 嘉实基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 11,000 | -88.04 | 462 | -84.04 | |||
2025-07-15 | 13F | 科丹特公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 451,400 | 178.99 | 18,941 | 272.83 | |||
2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 60,716 | -10.18 | 2,548 | 20.03 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 32,279 | 0.00 | 1,354 | 33.66 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,928 | 249 | ||||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 373,653 | -48.66 | 16 | -31.82 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 642 | 0.00 | 0 | |||||
2025-07-21 | 13F | 西方财务顾问有限责任公司 | 134 | 0.00 | 6 | 25.00 | ||||
2025-06-26 | NP | FCMVX - 富达中型价值 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 | 8,498 | 276 | ||||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 78,647 | 56.53 | 3 | 200.00 | ||||
2025-08-14 | 13F | 天鹅资本有限责任公司 | 237 | 492.50 | 10 | 800.00 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 374,408 | 15,710 | ||||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 4,830 | -15.49 | 203 | 12.85 | ||||
2025-08-05 | 13F | TSFG有限公司 | 155 | 0.00 | 0 | |||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 52,900 | -87.36 | 2,220 | -83.11 | |||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 48,518 | 1,381.47 | 2,036 | 1,895.10 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 142 | -0.70 | 6 | 25.00 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 4,901 | 206 | ||||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 591,329 | -16.94 | 24,812 | 10.99 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 114 | 7.55 | 5 | 33.33 | ||||
2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 536 | 0.00 | 22 | 37.50 | ||||
2025-08-22 | NP | SIXG-Defiance 下一代连接 ETF | 254,506 | -1.94 | 10,679 | 31.05 | ||||
2025-08-27 | NP | BERIX - Carillon Chartwell 收入基金类别 Chartwell | 35,000 | 0.00 | 1,469 | 33.58 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 371 | 3,610.00 | 16 | |||||
2025-08-13 | 13F | M&T银行公司 | 12,716 | 4.49 | 534 | 40.16 | ||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 174 | 0.00 | 7 | 40.00 | ||||
2025-07-30 | 13F | Securian 资产管理公司 | 17,672 | 0.00 | 742 | 33.75 | ||||
2025-06-27 | NP | KNCT - 景顺动态网络 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 | 1,385 | -4.15 | 45 | -18.52 | ||||
2025-08-06 | 13F | 内内塔资本有限责任公司 | 7,505 | 315 | ||||||
2025-07-07 | 13F | 全球财富策略与合伙人 | 10 | 0.00 | 0 | |||||
2025-07-23 | NP | CFMCX - 中型股基金 | 6,943 | 271 | ||||||
2025-07-31 | 13F | 城邦银行 | 68 | 0.00 | 3 | 0.00 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 5,580 | 234 | ||||||
2025-08-14 | 13F | 跨大西洋银行 | 252 | 0.00 | 11 | 42.86 | ||||
2025-08-26 | NP | Spdr S&p Midcap 400 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 | 1,827,050 | -1.66 | 76,663 | 31.41 | ||||
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 | 156,669 | 9.24 | 6,116 | 11.99 | ||||
2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 8,100 | 0.00 | 340 | 33.46 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 12,647 | 18.67 | 531 | 58.68 | ||||
2025-08-11 | 13F | 遗产财富顾问 | 48 | 0.00 | 2 | 100.00 | ||||
2025-08-26 | NP | ADKSX - 阿迪朗达克小型股基金 | 13,907 | -36.21 | 584 | -14.77 | ||||
2025-04-22 | 13F | 普特尼金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 65 | 0.00 | 3 | 0.00 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 7,239 | 3.00 | 304 | 37.73 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 8,943 | 0.00 | 375 | 33.93 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 19,474 | 7.34 | 814 | 42.63 | ||||
2025-06-25 | NP | FTLS - First Trust 多头/空头股票 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 80 | 0.00 | 0 | |||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 174,115 | -6.75 | 7,306 | 24.62 | ||||
2025-08-06 | 13F | 堡垒资产管理公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | SMCO - 希尔顿中小型股机会 ETF | 109,829 | 28.57 | 3,561 | 9.81 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 3,230 | 1.00 | 136 | 35.00 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 18,856 | 4.69 | 808 | 52.26 | ||||
2025-08-01 | 13F | 双湖资本管理有限公司 | 296 | 0.00 | 12 | 33.33 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 5,080 | 213 | ||||||
2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 264 | 11 | ||||||
2025-08-13 | 13F | 法国集团 | 40 | -60.00 | 2 | -50.00 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 7,065 | 296 | ||||||
2025-08-07 | 13F | 第一来源银行 | 13,405 | -0.62 | 562 | 32.86 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 43,197 | 124.11 | 1,813 | 199.50 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 5,988 | 251 | ||||||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 81 | 0.00 | 3 | 50.00 | ||||
2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 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 | 32,342 | 10.62 | 1,263 | 13.39 | ||||
2025-07-11 | 13F | 平博银行公司 | 93 | -56.34 | 4 | -50.00 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 16,500 | -20.29 | 692 | 6.63 | |||
2025-07-23 | NP | CFSLX - 专栏小型股基金 | 45,936 | 5.41 | 1,793 | 8.08 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 26,100 | -46.95 | 1,095 | -29.08 | |||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 40 | -50.00 | 2 | -50.00 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 96,783 | 1.14 | 4,061 | 35.19 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,300 | 222 | ||||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 40,197 | -7.02 | 1,687 | 24.24 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 62,077 | 129.26 | 2,605 | 206.35 | ||||
2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,309 | 0.51 | 558 | 34.46 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 32,414 | 42.12 | 1,360 | 89.94 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 217 | 9 | ||||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 12,294 | -58.51 | 516 | -44.62 | ||||
2025-07-24 | NP | BDSIX - 贝莱德优势小型核心基金机构股 | 8,267 | -94.95 | 323 | -94.33 | ||||
2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 91,720 | 2,974 | ||||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 15,918 | 7.74 | 516 | -7.86 | ||||
2025-08-12 | 13F | 国家信托银行 | 641 | 23.03 | 27 | 62.50 | ||||
2025-08-13 | 13F | 托尔公司 | 12,575 | 528 | ||||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 153,107 | 6.77 | 4,964 | -8.82 | ||||
2025-08-11 | 13F | 美国教师保险与年金协会 | 167 | 0.00 | 7 | 40.00 | ||||
2025-08-29 | NP | 加贝利股权信托公司 | 8,054 | 0.00 | 338 | 33.73 | ||||
2025-07-28 | 13F | Kiker 财富管理有限公司 | 4 | 0.00 | 0 | |||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 11,766 | 0.00 | 459 | 2.46 | ||||
2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | GAST - Gabelli 自动化 ETF | 4,030 | 0.00 | 169 | 34.13 | ||||
2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 28,029 | 0.00 | 1,176 | 33.64 | ||||
2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 461 | 47.76 | 15 | 27.27 | ||||
2025-07-28 | 13F | 港口投资公司 | 514 | 48.99 | 22 | 110.00 | ||||
2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,959 | -1.86 | 544 | 31.16 | ||||
2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 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 | 7,295 | 2.83 | 237 | -12.27 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,069 | 0.00 | 45 | 33.33 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 4,959 | 208 | ||||||
2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 6,032 | -6.48 | 253 | 25.25 | ||||
2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 10 | 0 | ||||||
2025-08-07 | 13F | 旗舰财富顾问有限公司 | 40 | 0.00 | 2 | 0.00 | ||||
2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,573 | 0.00 | 51 | -15.25 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 15,670 | 0.00 | 658 | 33.54 | ||||
2025-08-15 | 13F | 富达 D & D 银行公司 | 6,761 | 0.00 | 284 | 33.49 | ||||
2025-08-14 | 13F | 索拉斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,454 | 61 | ||||||
2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 罗布尔·贝尔科公司 | 5 | 0.00 | 0 | |||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 9,998 | 0.00 | 420 | 33.87 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 331,168 | 14 | ||||||
2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | MDYG - SPDR(R) S & P 400 中型成长 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 | 192,652 | -18.47 | 8,084 | 8.95 | ||||
2025-07-21 | 13F | 巴雷特公司 | 315 | -29.53 | 13 | -7.14 | ||||
2025-08-12 | 13F | MAI资本管理 | 2,607 | -1.29 | 109 | 32.93 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 8,924 | 12.76 | 348 | 15.61 | ||||
2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 148,618 | 6.58 | 5,802 | 9.27 | ||||
2025-07-29 | 13F | TFC财务管理 | 1,368 | -10.82 | 57 | 18.75 | ||||
2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 21,978 | 0.00 | 858 | 2.63 | ||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 480,951 | -14.31 | 20,181 | 14.51 | ||||
2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 110,495 | -1.38 | 3,582 | -15.76 | ||||
2025-08-12 | 13F | 德国商业银行 | 57,900 | -2.69 | 2 | 100.00 | ||||
2025-07-28 | 13F | 中科威金融集团 | 215 | 0.00 | 0 | |||||
2025-06-26 | NP | IDAT - iShares 云 5G 和科技 ETF | 2,969 | 0.92 | 96 | -13.51 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 584 | -8.18 | 25 | 9.09 | ||||
2025-07-29 | 13F | 积极财富管理 | 24 | 1,100.00 | 1 | |||||
2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,011 | -54.09 | 1,385 | -38.64 | ||||
2025-07-23 | 13F | Triasima 投资组合管理公司 | 80,565 | -0.41 | 3,381 | 33.07 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert S&P MidCap 400 指数投资组合副总裁 - I 类 | 45,180 | -1.32 | 1,896 | 31.87 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 中西部信托公司 | 8,727 | 366 | ||||||
2025-08-14 | 13F/A | 巴克莱银行 | 171,173 | 17.79 | 7 | 75.00 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 1,990,496 | -8.48 | 83,521 | 19.44 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 250 | 20.19 | 10 | 66.67 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 452,226 | 26.55 | 18,975 | 69.07 | ||||
2025-08-15 | NP | RYTRX - Royce 总回报基金投资类别 | 515,533 | -10.86 | 21,632 | 19.12 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 6,459 | 0.00 | 252 | 2.86 | ||||
2025-08-28 | NP | MSVIX - Mesirow Financial 小盘价值可持续发展基金机构股票 | 4,120 | -16.02 | 173 | 11.69 | ||||
2025-07-29 | 13F | 港口资产规划有限公司 | 8 | 0 | ||||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 178,915 | 3.26 | 8 | 40.00 | ||||
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 | 743 | 40.72 | 31 | 72.22 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 12,030 | 505 | ||||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 25 | 1 | ||||||
2025-06-26 | NP | FJACX - 富达系列小盘探索基金 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 | 382,900 | 8.81 | 12,414 | -7.07 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 91 | 0.00 | 4 | 50.00 | ||||
2025-08-21 | NP | LUSIX - Lazard 美国系统性小型股股票投资组合机构股 | 5,479 | 47.13 | 230 | 97.41 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 2,730 | 3.06 | 115 | 37.35 | ||||
2025-07-28 | NP | NINAX - Neuberger Berman 内在价值基金 A 类 | 1,141,556 | -7.06 | 44,566 | -4.72 | ||||
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 | 14,360 | 603 | ||||||
2025-07-11 | 13F | 港湾资本顾问有限公司 | 36,870 | 20.14 | 1,562 | 64.25 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 73,603 | 1.37 | 3,088 | 35.50 | ||||
2025-04-23 | 13F | 乐凯资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,375 | 0.00 | 58 | 32.56 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 990 | -48.78 | 42 | -31.67 | ||||
2025-07-25 | NP | SCHA - 嘉信美国小型股 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,104,933 | -1.24 | 43,137 | 1.25 | ||||
2025-07-28 | NP | RWK - Invesco S&P MidCap 400 收入 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 | 146,086 | -17.98 | 5,703 | -15.91 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 8,769 | 368 | ||||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 986 | 0.00 | 41 | 36.67 | ||||
2025-05-23 | NP | NXTV-简化下一个无形价值指数 ETF | 119 | 36.78 | 4 | 0.00 | ||||
2025-07-28 | 13F | J.Safra资产管理公司 | 267 | -29.92 | 11 | 0.00 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 4,610 | 66.49 | 193 | 124.42 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 200 | 0.00 | 8 | 33.33 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,008 | 5.88 | 33 | -11.11 | ||||
2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 259 | -30.93 | 10 | 12.50 | ||||
2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 22,899 | 68.47 | 894 | 72.73 | ||||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心小盘价值基金 | 151,426 | 4,909 | ||||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 3,702 | 21.34 | 120 | 4.35 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 1,431 | 60 | ||||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 420 | 0.00 | 18 | 30.77 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 92,813 | 1,069.67 | 3,894 | 1,463.86 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 115,720 | -3.38 | 4,856 | 29.12 | ||||
2025-07-29 | 13F | 阿恩霍德有限责任公司 | 845,815 | 0.00 | 35,490 | 33.63 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 14,438 | -47.45 | 1 | |||||
2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 26 | -69.05 | 1 | -50.00 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 6,298 | -1.35 | 264 | 32.00 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 6,314 | 265 | ||||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 117,012 | 15.24 | 4,910 | 53.98 | ||||
2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 1 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 5,345 | 251.88 | 224 | 366.67 | ||||
2025-07-14 | 13F | 银行与信托公司 | 44 | 0.00 | 2 | 0.00 | ||||
2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 107,345 | 4,504 | ||||||
2025-07-16 | 13F | 克劳利财富管理有限公司 | 110 | 0.00 | 5 | 33.33 | ||||
2025-03-27 | NP | CSMIX - 哥伦比亚小盘价值基金 I A 类 | 227,435 | -55.63 | 8,633 | -26.42 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 29,647 | -0.47 | 1 | |||||
2025-08-06 | 13F | 石屋投资管理有限公司 | 12 | 140.00 | 1 | |||||
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 | 5,168 | 6.98 | 217 | 43.05 | ||||
2025-05-14 | 13F | 南方平原金融公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 9,278 | -11.84 | 389 | 17.88 | ||||
2025-06-27 | NP | MIDU - Direxion 每日中型股牛市 3 倍股 | 4,014 | -23.96 | 130 | -35.00 | ||||
2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 创始者有限公司 | 5,007 | 210 | ||||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 7,822 | -25.27 | 328 | 0.00 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 980 | 0.00 | 41 | 36.67 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,122,850 | 53.17 | 47,115 | 104.68 | ||||
2025-07-25 | 13F | CWM有限公司 | 27,818 | -26.29 | 1 | 0.00 | ||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 62,996 | 1,741.99 | 2,459 | 1,791.54 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 32,800 | 0.00 | 1,376 | 33.72 | ||||
2025-06-27 | NP | CSD - Invesco S&P 分拆 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 | 93,066 | -6.75 | 3,017 | -20.35 | ||||
2025-07-31 | 13F | 最佳投资顾问 | 46 | 0.00 | 2 | 0.00 | ||||
2025-08-08 | 13F | 您的倡导者有限公司 | 3 | 0.00 | 0 | |||||
2025-08-27 | NP | RYDEX 可变信托 - 中型股 1.5 倍策略基金可变年金 | 193 | -17.52 | 8 | 14.29 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 497 | -5.15 | 21 | 25.00 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 46,804 | 16.87 | 1,964 | 56.17 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 17,546 | -3.60 | 736 | 28.90 | ||||
2025-08-12 | 13F | EAM 投资者有限责任公司 | 129,147 | 4.06 | 5,419 | 39.09 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 37,991 | 0.47 | 1,594 | 34.29 | ||||
2025-06-17 | NP | MMSMX - 多管理人美国小型股票基金 P 类股票 | 67,037 | 4.70 | 2,173 | -10.58 | ||||
2025-07-08 | 13F | 利夫斯伯格财务咨询 | 50 | 2 | ||||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 24,015 | 0.00 | 1 | |||||
2025-08-15 | 13F | 田纳西州财政部 | 82,024 | -11.51 | 3,442 | 18.25 | ||||
2025-05-14 | 13F | Orion 投资组合解决方案有限责任公司 | 6,261 | 0.00 | 217 | 0.00 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 34,967 | 6.14 | 1,365 | 8.85 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 39,278 | 1.45 | 1,273 | -13.34 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 6,531 | 274 | ||||||
2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 6,740 | -2.84 | 283 | 29.95 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 360,514 | -21.12 | 15 | 7.14 | ||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 853 | -9.54 | 33 | -5.71 | ||||
2025-08-13 | 13F | 咨询财富管理公司 | 90 | 0.00 | 4 | 50.00 | ||||
2025-08-12 | 13F | TCTC 控股有限公司 | 75,279 | 0.00 | 3,159 | 33.64 | ||||
2025-04-30 | 13F | 索福斯投资公司 | 80 | 400.00 | 3 | |||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 324,984 | 151.52 | 13,636 | 236.11 | ||||
2025-07-15 | 13F | 第五第三银行 | 2,572 | -17.41 | 108 | 10.31 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 5,578 | 0.00 | 234 | 33.71 | ||||
2025-08-05 | 13F | 百年银行/AR/ | 9 | 0.00 | 0 |