机构投资人持股和股东
Union Pacific Corporation (US:UNP) 有 3849 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 567,703,561 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, Bank Of America Corp /de/, Morgan Stanley, Jpmorgan Chase & Co, and Capital International Investors .
Union Pacific Corporation (NYSE:UNP)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
The share price as of September 8, 2025 is 217.25 / share. Previously, on September 9, 2024, the share price was 251.11 / share. This represents a decline of 13.48% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
更新频率：每日
机构看跌与看涨期权比率
除了报告标准的股票和债务发行外，管理资产超过1亿的机构还必须披露其看跌和看涨期权持仓。由于看跌期权通常表示消极情绪，而看涨期权表示积极情绪，因此我们可以通过绘制看跌期权与看涨期权的比率来了解整体机构情绪。右边的图表绘制了该工具的历史看跌与看涨期权比率。
使用看跌与看涨期权比率作为投资者情绪的指标克服了使用机构总投资人持股的关键缺陷之一，即管理的大量资产被消极投资以跟踪指数。消极管理基金通常不买入期权，因此看跌与看涨期权比率指标更密切地跟踪主动管理基金的情绪。
13F和NPORT备案
.Important Note
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 3,012 | 1.55 | 693 | -1.00 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 7,206 | -2.27 | 1,658 | -4.82 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 101,687 | -4.52 | 21,930 | -16.90 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 46 | 283.33 | 11 | 400.00 | ||||
| 2025-07-15 | 13F | 鼓山资本有限责任公司 | 2,960 | 0.00 | 681 | -2.58 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 34,882 | -5.77 | 8,026 | -8.23 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 17,000 | -32.00 | 3,911 | -33.78 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 85,871 | 1.73 | 19,757 | -0.92 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 346,406 | 0.15 | 76,784 | -10.01 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 7,252 | 6.30 | 1,669 | 3.54 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 4,466 | -6.65 | 1,028 | -9.12 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 9,906 | 22.12 | 2,279 | 18.95 | ||||
| 2025-08-22 | NP | MPAIX - 优势产品组合 I 类 | 14,471 | -27.39 | 3,329 | -29.29 | ||||
| 2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 891 | 205 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,769 | 3.21 | 392 | -7.11 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 185,268 | 2.85 | 43 | 0.00 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,245 | 5.96 | 286 | 3.25 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 7,444 | -4.08 | 1,713 | -6.60 | ||||
| 2025-08-13 | 13F | 米罗娃 | 30,803 | 8.16 | 7,087 | 5.35 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 1,200 | 0.00 | 276 | -2.47 | ||||
| 2025-08-25 | NP | RGAVX - RARE 全球基础设施价值基金 A 类 | 12,689 | -18.76 | 2,919 | -20.87 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 269 | 0.00 | 62 | -3.17 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 16,371 | 1.16 | 3,767 | -1.49 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 930,774 | 1.28 | 214,152 | -1.36 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 14,778 | 0.00 | 3,399 | -2.64 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 16,885 | -6.59 | 3,885 | -9.04 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 24,390 | -0.28 | 5,612 | -2.87 | ||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 1,657 | -16.40 | 381 | -18.59 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 8,516 | -0.05 | 1,959 | -2.63 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 17,055 | 0.77 | 3,924 | -1.88 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 24,634 | 0.00 | 5,460 | -10.14 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 1,665 | -14.92 | 383 | -17.10 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 2,531 | 17.45 | 582 | 14.34 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 22,618 | 0.33 | 5,204 | -2.29 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 255,807 | 11.42 | 58,856 | 8.51 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 8,328 | -2.69 | 1,916 | -5.20 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 68,510 | 3,374.14 | 15,763 | 3,289.68 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 877 | -2.77 | 202 | -5.63 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 4,267 | -3.42 | 982 | -5.94 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 5,295 | -7.01 | 1,218 | -9.44 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 50 | 4.17 | 12 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 2,771 | -3.82 | 638 | -6.32 | ||||
| 2025-04-24 | NP | NSGAX - 哥伦比亚精选大盘股票基金 A 类 | 111,161 | -2.15 | 27,422 | -1.33 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 1,673 | 0.18 | 385 | -2.54 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 36,066 | -2.19 | 8,298 | -4.73 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 1,274 | 60.86 | 293 | 56.68 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 40,868 | 56.49 | 9,403 | 52.41 | ||||
| 2025-07-17 | 13F | 奥克蒙特公司 | 180 | 0.00 | 41 | -2.38 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 112,209 | -4.44 | 25,817 | 4.09 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 17,488 | 0.00 | 4,024 | -2.61 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 100 | 354.55 | 0 | |||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 37,176 | 19.82 | 8,553 | 16.70 | ||||
| 2025-06-25 | NP | 道衡全球公用事业收入基金公司 | 24,800 | -15.36 | 5,348 | -26.34 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 5,794 | -7.72 | 1,333 | -10.11 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 400,295 | -6.18 | 92,100 | -8.63 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 13,063 | 8.99 | 3,006 | 6.15 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 27,749 | 1.86 | 6,382 | -0.73 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 3,534 | 813 | ||||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 4,351 | -1.81 | 1,001 | -4.30 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 4,806 | -38.46 | 1,036 | -46.43 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 4,975 | -0.26 | 1,145 | -2.89 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 27,366 | 10.71 | 6,066 | -0.52 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 264,151 | -28.34 | 60,776 | -30.21 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 10,274 | 1.65 | 2,364 | -1.01 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 358 | 1.42 | 0 | |||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 122 | -35.45 | 28 | -36.36 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 2,142 | 1.85 | 506 | 5.64 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 183,218 | -5.69 | 42,155 | -8.15 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 2,707 | -13.49 | 623 | -15.83 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 30,617 | -5.62 | 7,044 | -8.08 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 2,979 | -14.49 | 685 | -16.77 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 21,292 | 0.95 | 4,899 | -1.69 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 21,682 | 0.00 | 4,989 | -2.62 | ||||
| 2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 14,225 | -5.79 | 3,068 | -18.02 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 1,297 | -0.77 | 298 | -3.25 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 9,749 | -0.36 | 2,243 | -2.94 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 296,854 | 12.51 | 68,300 | 9.58 | ||||
| 2025-04-22 | 13F | 私人财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 8,057 | -150.89 | 1,854 | -149.56 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 537,700 | 5.02 | 115,960 | -8.60 | ||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 429 | 0.00 | 99 | -2.97 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 3,034 | -18.92 | 698 | -21.04 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 7,119 | 0.24 | 1,638 | -2.39 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 896 | 206 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 2,285 | -1.00 | 526 | -3.67 | ||||
| 2025-05-15 | 13F | 灰鹰投资策略公司 | 145 | 0.00 | 34 | 3.03 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 1,164 | -2.02 | 268 | -4.64 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 587 | -3.77 | 135 | -6.25 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 7,515 | -1.49 | 1,729 | -4.05 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,805 | 1.98 | 415 | -0.72 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 69 | 0.00 | 16 | -6.25 | ||||
| 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 | 287,439 | -0.18 | 61,989 | -13.12 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 13 | 0.00 | 3 | -33.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 8,891 | -77.48 | 2,046 | -78.07 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 货币概念资本公司 | 875 | 0.00 | 201 | -2.43 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 19,059 | -0.84 | 4,385 | -3.41 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 2,344 | -23.00 | 539 | -25.03 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 3,168 | -58.57 | 729 | -58.23 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 902 | -14.26 | 208 | -16.53 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 12,136 | -1.62 | 2,792 | -4.19 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 2,483 | 0.65 | 551 | 5.15 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 181,136 | 0.10 | 39,064 | -12.88 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 133 | 31 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 37,756 | 0.00 | 8,687 | -2.61 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 1,449 | -5.54 | 333 | -8.01 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 1,732 | 0.00 | 398 | -2.69 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 3,956 | 353.15 | 910 | 341.75 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,600 | 2.24 | 368 | -0.27 | ||||
| 2025-07-29 | 13F | 斯普伦资本管理公司 | 3,901 | -2.72 | 897 | -5.28 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value 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 | 429 | -23.26 | 93 | -32.35 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 87,763 | 8.98 | 18,927 | -5.15 | ||||
| 2025-07-30 | NP | QDVSX - 费舍尔投资机构集团 ESG 退休计划股票基金 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,032 | 237 | ||||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 15,208 | 16.70 | 3,499 | 13.68 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 10,588 | -2.76 | 2,436 | -5.29 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 2,961 | -11.59 | 1 | |||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 118,790 | -0.27 | 28,063 | 3.31 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 12,983 | 2,987 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 4,258 | -6.58 | 980 | -9.01 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 1,192 | 9.96 | 274 | 7.03 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 12,749 | -3.06 | 2,933 | -5.60 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 2,990 | -33.05 | 645 | -41.77 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 75,498 | -31.46 | 17,371 | -33.25 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,297 | -2.50 | 528 | -5.04 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 7,766 | -4.71 | 1,787 | -7.22 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 2,511 | 1.91 | 578 | -0.86 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 971 | 12.00 | 223 | |||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 3,878 | -77.22 | 896 | -77.78 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,921 | 2.02 | 414 | -11.16 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 1,206 | -7.80 | 277 | -8.88 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 5,331 | 4.41 | 1,227 | 1.66 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 21,435 | -1.32 | 4,932 | 4.69 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 49,388 | 19.48 | 11,363 | 16.38 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 92,176 | 51,108.89 | 21,208 | 50,392.86 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,211 | 2.46 | 509 | -0.20 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 7,751 | -0.33 | 1,783 | -2.94 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 3,298 | -78.59 | 763 | -78.66 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 112,200 | -14.42 | 25,964 | -14.69 | |||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 1,276 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 100,800 | 4.13 | 23,326 | 3.80 | |||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,493 | 25.15 | 344 | 22.06 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 530 | -58.14 | 114 | -63.58 | ||||
| 2025-08-26 | NP | MSFRX - MFS 总回报基金 A | 328,386 | -1.03 | 75,555 | -3.61 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 3,941 | 16.63 | 907 | 13.53 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 4,494 | 0.00 | 1,034 | -2.64 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 125 | 27 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,915 | 7.28 | 441 | 4.51 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1,720 | -52.47 | 396 | -53.75 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 4,815 | 24.68 | 1,108 | 21.38 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210,798 | 17.70 | 48,500 | 14.63 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,246,349 | -0.97 | 1,667,240 | -3.55 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 345 | 0.00 | 79 | -2.47 | ||||
| 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 | 592,355 | -8.54 | 127,747 | -20.40 | ||||
| 2025-08-14 | 13F | 索科罗资产管理有限公司 | 37,151 | 6.53 | 8,548 | 3.75 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 57,498 | 21.71 | 13,229 | 18.54 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 6,852 | 20.74 | 1,577 | 17.61 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 10,287 | -5.74 | 2,367 | -8.22 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 3,191 | -1.54 | 1 | |||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 1,305 | 0.00 | 281 | -13.00 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 12,523 | 2.05 | 2,881 | -0.59 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 16,764 | -1.37 | 3,857 | -3.94 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 358,372 | -6.27 | 82 | -8.89 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-28 | NP | 信安多元化精选实物资产基金 | 1,946 | 17.80 | 448 | 14.62 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 1,012 | -4.89 | 233 | -7.57 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 54 | 0.00 | 12 | -15.38 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 2,383 | 548 | ||||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 14,983 | 2.54 | 3,321 | -7.85 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 8,660 | -0.86 | 1,992 | -3.44 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 45,261 | -1.78 | 10,414 | -4.35 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 4,408 | -5.69 | 951 | -17.96 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 156 | 10.64 | 36 | 6.06 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | 32,000 | 0.00 | 6,901 | -12.97 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,582 | 3.81 | 364 | 1.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,693 | 0.53 | 390 | -2.02 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 2,287 | 0.00 | 526 | -2.59 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 7,331 | -0.41 | 1,687 | -2.99 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 2,928 | -1.84 | 674 | -4.40 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 9,819,677 | -4.46 | 2,259,312 | -6.95 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 5,889 | 7.03 | 1,355 | 4.31 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 14,192 | 7.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 47 | 10 | ||||||
| 2025-08-19 | 13F | 财富集团有限公司 | 1,782 | 0.51 | 0 | |||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 239 | -13.72 | 52 | -25.00 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 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 | 209 | 1.46 | 48 | 0.00 | ||||
| 2025-07-10 | 13F | Threadgill 金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,787 | 22.15 | 411 | 19.13 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 15,408 | 3,545 | ||||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 12,531 | -12.84 | 2,883 | -15.11 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 3,645 | 0.00 | 839 | -2.67 | ||||
| 2025-05-27 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 80,142 | -17.50 | 18,933 | -14.54 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,391 | 22.36 | 2,161 | 19.14 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 4,887 | -0.93 | 1,124 | -3.52 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 4,271 | -0.40 | 983 | 7.44 | ||||
| 2025-08-14 | 13F | 哈伯特基金顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 4,233 | -20.75 | 974 | -22.84 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 10,254 | 0.00 | 2,211 | -12.95 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 168 | 320.00 | 36 | 300.00 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 11,441 | -84.37 | 2,703 | -83.81 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 1,654 | -3.78 | 381 | -3.06 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 285 | -34.18 | 66 | -36.27 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 3,388 | -0.50 | 780 | -3.11 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 11,447 | 2.75 | 2,634 | 0.08 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 811 | -2.41 | 187 | -5.10 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 28,989 | 18.86 | 6,426 | 6.80 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 2,278 | -19.62 | 524 | -21.67 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 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 | 41,846 | 0.00 | 9,628 | -2.61 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 21 | 40.00 | 5 | 33.33 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 5,638 | 0.00 | 1,297 | -2.55 | ||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,572 | -18.07 | 2,787 | -26.39 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,960,191 | -14.51 | 451,001 | -16.74 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 72 | -65.38 | 17 | -67.35 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 590 | -6.79 | 146 | -2.67 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 4,674 | -4.50 | 1,075 | -7.01 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 3,518 | 3.26 | 1 | |||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 317,341 | -22.53 | 70,342 | -30.39 | ||||
| 2025-07-21 | 13F | 赛捷金融管理集团有限公司 | 2,165 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | 第一美国银行 | 47,945 | 0.81 | 11,031 | -1.82 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 20,235 | -0.99 | 4,485 | -11.03 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 1,174 | 0.00 | 270 | -2.53 | ||||
| 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 | 1,338,856 | 0.37 | 288,738 | -12.64 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,301 | -30.94 | 299 | -32.81 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 436 | -3.96 | 100 | -6.54 | ||||
| 2025-07-17 | 13F | 飞轮私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,133 | 261 | ||||||
| 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 | 82,197 | 16.11 | 18,220 | 4.33 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 1,518 | -2.32 | 349 | -4.90 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 1,300 | 0.00 | 299 | -2.61 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 1,647 | 0.37 | 379 | -2.33 | ||||
| 2025-07-30 | NP | ARCHX - 阿切尔平衡基金 | 4,600 | 0.00 | 1,020 | -10.14 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 7,821 | -11.70 | 2 | -50.00 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,124 | 3.44 | 738 | 7.27 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,507 | 16.34 | 1,037 | 13.22 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 171,046 | 9.00 | 37,914 | -2.06 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 303 | 70 | ||||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 5,528 | -2.44 | 1,272 | -5.01 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,310,230 | 3.40 | 301,458 | 0.70 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 6,341 | -0.19 | 1,459 | -2.80 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,109 | 246 | ||||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 18,731 | 9.65 | 4,425 | 13.61 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 9,461 | -1.36 | 2,227 | 3.87 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 3,616 | 0.11 | 832 | -2.58 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 11,890 | 0.00 | 2,564 | -12.97 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 675 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 8,236 | -0.36 | 1,895 | -2.92 | ||||
| 2025-08-28 | NP | 与资本实物资产基金有限责任公司 | 163,232 | -0.65 | 37,556 | -3.24 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 888 | 204 | ||||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 1,202 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 244,023 | 22.42 | 56,145 | 19.23 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 1,100 | -95.57 | 253 | -95.69 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,838 | 0.00 | 423 | -2.76 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 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 | 560 | -3.28 | 129 | -5.88 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 3,042 | 152,000.00 | 942 | -2.69 | ||||
| 2025-05-15 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 3,591 | -6.56 | 826 | -8.93 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 1,106 | -83.27 | 239 | -84.63 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 4,244 | 8.46 | 941 | -1.78 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 6,718 | -0.68 | 1,546 | -3.26 | ||||
| 2025-06-26 | NP | CAMX - Cambiar 激进价值 ETF | 7,800 | -27.48 | 1,682 | -36.86 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,037 | 239 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 3,611 | 14.13 | 831 | 11.11 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 20 | 0.00 | 5 | 0.00 | ||||
| 2025-05-30 | NP | BGDV——Bahl & Gaynor 股息 ETF | 23,137 | -17.04 | 5,466 | -14.07 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,642 | -35.05 | 378 | -36.85 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 3,818,325 | -6.24 | 878,520 | -8.68 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 5,200 | 0.00 | 1,196 | -2.61 | |||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 151,371 | -2.03 | 34,827 | -4.58 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 931 | 219 | ||||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 7,635 | 1.49 | 1,757 | 9.54 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 8,855 | -13.25 | 2,092 | -10.14 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 4,368 | -51.78 | 942 | -58.02 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 3,275 | 0.00 | 812 | 6.71 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 67,339 | 2.46 | 15,493 | -0.21 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 7,611 | 0.90 | 1,751 | -1.68 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 13,400 | -8.48 | 3,083 | -10.84 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,813 | 417 | ||||||
| 2025-08-05 | 13F | 韦斯特伍德财富管理 | 4,435 | -11.92 | 1,020 | -14.21 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 911 | -2.88 | 210 | -5.43 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 2,817 | -3.00 | 648 | -5.54 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 2,630 | 0.00 | 605 | -2.58 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 20,137 | -9.51 | 4,464 | -18.69 | ||||
| 2025-05-15 | 13F | 主要管理 ETF Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 1,722 | 0.00 | 396 | -2.46 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 472,195 | 26.55 | 108,643 | 23.26 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 1,376 | 12.14 | 305 | 0.99 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 18,821 | 2.42 | 4,330 | -0.25 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 1,051 | -6.24 | 242 | -8.71 | ||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,855 | 0.98 | 427 | -1.62 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 21,699 | -0.63 | 4,993 | 0.26 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 130 | 30 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 1,330 | 0.00 | 313 | -0.32 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 13,212 | 2.18 | 3,040 | -0.49 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 7,616 | 1,752 | ||||||
| 2025-08-12 | 13F | 联合银行 | 85,836 | -4.10 | 19,749 | -6.60 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 86,482 | 19,898 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 677 | 156 | ||||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,988 | 0.11 | 6,036 | -12.88 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 256 | 0.79 | 59 | -3.33 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 91 | 20 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 12,342 | -6.46 | 2,840 | -8.92 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 16,483 | 412.69 | 3,792 | 399.60 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 130 | 195.45 | 30 | 190.00 | ||||
| 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 | 1,557,911 | 15.13 | 335,979 | 0.20 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 11,510 | -15.78 | 2,482 | -26.70 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 10,130 | 1.13 | 2,331 | -1.52 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 120,814 | -12.00 | 26,055 | -23.41 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 9,227 | -2.10 | 2,123 | -4.63 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 5,340 | 0.38 | 1,177 | 0.68 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 97,897 | 0.06 | 22,524 | -2.54 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 56,149 | 24.13 | 12,919 | 20.90 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 359 | -13.08 | 77 | -24.51 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 9,882 | -73.50 | 2,274 | -74.19 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,742 | 1.46 | 401 | -1.23 | ||||
| 2025-08-12 | 13F | 富达国家金融公司 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 | 100,000 | 0.00 | 23,008 | -2.61 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 44,391 | 18.43 | 10,214 | 15.34 | ||||
| 2025-07-25 | NP | MEIAX - MFS价值基金A | 4,306,528 | -2.76 | 954,585 | -12.63 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 20,519 | 0.00 | 4,721 | -2.62 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 3,605 | -40.04 | 829 | -41.62 | ||||
| 2025-08-13 | 13F | ESG规划 | 2,648 | -16.39 | 609 | -18.58 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 1,800 | 414 | ||||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 1,862 | -0.27 | 0 | |||||
| 2025-07-11 | 13F | 贝尔银行 | 1,522 | 0.00 | 350 | -2.51 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 18,958 | 10.74 | 4,202 | -0.50 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 11,423 | -0.64 | 2,628 | -3.20 | ||||
| 2025-05-27 | 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 | 257 | -60.52 | 61 | -59.46 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 25,297 | -2.87 | 5,820 | -5.40 | ||||
| 2025-08-14 | 13F | 德肖公司 | 661,416 | 378.02 | 152,179 | 365.56 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 43,100 | -20.33 | 9,916 | -22.41 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 941 | -3.19 | 217 | -5.68 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 181,000 | 41,644 | |||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,645 | 4.38 | 808 | -6.27 | ||||
| 2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 51,000 | -1.92 | 10,999 | -14.64 | ||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 11,457 | 0.00 | 2,471 | -12.97 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,186 | 3.16 | 503 | 0.40 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23 | 15.00 | 5 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 111,077 | -15.87 | 25,557 | -18.06 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 71,552 | 15,431 | ||||||
| 2025-04-22 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 1,085 | 2.07 | 268 | 2.69 | ||||
| 2025-06-26 | NP | HFLGX - 轩尼诗基石大型成长基金投资者类别 | 11,500 | -2.54 | 2,480 | -15.16 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 1,219 | 14.68 | 280 | 11.55 | ||||
| 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 | 88,218 | 0.00 | 19,025 | -12.96 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 39,496 | 4.70 | 9,087 | 1.98 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 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 | 18,233 | 9.56 | 3,932 | -4.63 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 1,528 | 0.00 | 330 | 0.00 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 1,164 | -0.60 | 268 | -3.26 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1 | -90.00 | 0 | |||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 15,770 | -3.55 | 3,628 | -6.06 | ||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 1,995 | -28.62 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 13,528 | -0.15 | 3,113 | -2.75 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 1,178 | 0.00 | 271 | -2.52 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 1,278 | -26.47 | 294 | -28.29 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 50,000 | 32.28 | 11,504 | 28.84 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 34,427 | -8.46 | 7,920 | -10.85 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 13,363 | 16.38 | 2,882 | 1.27 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 1,098 | 253 | ||||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,834 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 2,113 | 0.00 | 486 | -2.61 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 1,118 | 0.00 | 257 | -2.65 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 19,452 | 2.97 | 4,476 | -0.11 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 3,911 | 0.00 | 900 | -2.60 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,773 | 9.65 | 408 | 6.54 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,672 | -21.21 | 385 | -23.35 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 36 | 0.00 | 8 | 0.00 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 424 | 0.00 | 98 | -3.00 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 24,715 | 0.52 | 5,686 | -2.10 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 240 | 0.00 | 55 | -1.79 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 369,028 | -5.18 | 84,906 | -7.65 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 14,351 | -5.39 | 3,302 | -7.87 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 12,882 | 69.59 | 2,964 | 71.07 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 63,851 | 96.10 | 14,695 | 91.02 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 2,147 | -6.94 | 494 | -9.54 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 136,472 | 7.15 | 31,399 | 4.35 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 549,319 | -5.05 | 126,387 | -7.53 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 557,300 | 43.71 | 128,224 | 39.96 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 237,300 | -41.28 | 54,598 | -42.81 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 25,400 | -18.33 | 5,844 | -20.46 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 11,820,525 | 7.93 | 2,719,666 | 5.11 | ||||
| 2025-05-15 | 13F | OmniStar 金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 9,577 | -82.00 | 2,204 | -82.47 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 30,700 | 43.46 | 7,063 | 39.72 | |||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 21,766 | 0.30 | 5,008 | -2.32 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 24,348 | 59.76 | 5,602 | 186,600.00 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 6,437 | -13.10 | 1,481 | -15.32 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 12,536 | -1.99 | 2,884 | -4.53 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 888 | 192 | ||||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 393 | 90 | ||||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 50,917 | -4.64 | 11,286 | -14.32 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 3,921 | 18.50 | 902 | 15.49 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 432 | 0.23 | 99 | -1.98 | ||||
| 2025-04-01 | 13F | XR 证券有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 196,971 | -0.15 | 42,479 | -13.10 | ||||
| 2025-05-27 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,929 | 14.10 | 3,527 | 18.20 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 36,604 | -2.06 | 8,422 | -4.62 | ||||
| 2025-07-22 | 13F | 摩羯座基金管理有限公司 | 19,229 | -9.64 | 4,424 | -12.00 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 59 | 0.00 | 14 | 0.00 | ||||
| 2025-05-30 | NP | PRAFX - T. Rowe Price 实物资产基金公司 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 | 41,674 | 0.00 | 9,845 | 3.60 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,268,516 | 0.04 | 291,860 | -2.57 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,684,119 | 2,313.26 | 387,482 | 2,250.37 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 287,800 | 65.31 | 66,217 | 61.00 | |||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 26,045 | -0.87 | 5,992 | -3.45 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,176 | -22.18 | 731 | -24.27 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 22,200 | 32.93 | 5,108 | 29.46 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 725,200 | -34.91 | 166,854 | -36.60 | |||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 87,851 | 7.64 | 20,218 | 4.85 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 2,988 | 0.00 | 688 | -2.55 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 192,600 | -1.69 | 44,313 | -4.25 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 2,013 | -1.80 | 463 | -4.34 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 23,525 | 5.49 | 5,444 | 5.14 | ||||
| 2025-04-10 | 13F | 矩阵信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 夏威夷银行 | 9,633 | -4.89 | 2,216 | -7.36 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 104,821 | -15.08 | 24,117 | -17.29 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 19,206,422 | 0.60 | 4,419,014 | -2.02 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 1,828 | 0.00 | 394 | -12.83 | ||||
| 2025-07-24 | 13F | 康宁公司 | 156,890 | 6.38 | 36,097 | 3.61 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,263 | -5.68 | 291 | -8.23 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 1,540 | -23.72 | 354 | -15.51 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 4,653 | -7.03 | 1,071 | -9.48 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 18,519 | -52.16 | 4,261 | -53.41 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 1,720 | 0.00 | 396 | -2.71 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 51,139 | 1.86 | 11,766 | -0.79 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 51,743 | 19.72 | 11,469 | 7.57 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 389 | 18.96 | 92 | 22.97 | ||||
| 2025-05-21 | NP | LGILX - Laudus 美国大盘成长基金 | 38,159 | 216.80 | 9,015 | 228.26 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 10,140 | 12.04 | 2,333 | 9.17 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 50,876 | 0.00 | 10,972 | -12.97 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 5,872 | -0.56 | 1,351 | -3.08 | ||||
| 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 | 241,561 | -0.41 | 55,578 | 4.26 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 15,317 | 50.52 | 3,524 | 46.65 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,464 | -4.27 | 1,487 | -6.77 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 360 | 0.28 | 83 | -3.53 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 9,832 | -4.89 | 2,262 | -7.37 | ||||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 信托银行 | 14,807 | -1.90 | 3,407 | -4.46 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 148,025 | -1.41 | 31,923 | -14.19 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 17,268 | -7.62 | 3,973 | -10.03 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 76,121 | 0.00 | 18,862 | 6.78 | ||||
| 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 | 149,200 | -20.93 | 34,328 | -23.00 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 918 | -0.54 | 211 | -3.21 | ||||
| 2025-08-14 | 13F | 联信银行 | 256,449 | -1.38 | 59,004 | -3.95 | ||||
| 2025-07-18 | 13F | 蒙哥马利投资管理公司 | 900 | -35.71 | 207 | -37.27 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,595 | -21.62 | 367 | -23.75 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 59,699 | -1.78 | 13,736 | -4.35 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 20,112 | 4.42 | 4,627 | 1.69 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 95,138 | -23.57 | 21,889 | -25.56 | ||||
| 2025-08-07 | 13F | 尼科莱特投资管理公司 | 19,903 | -3.60 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 22 | 0.00 | 5 | 0.00 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 29,843 | -7.01 | 6,866 | -9.43 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,512 | 27.32 | 578 | 25.98 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 75,400 | 26.72 | 17,343 | 23.43 | |||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 117,544 | 513.81 | 27,036 | 497.88 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 54,100 | -54.00 | 12,444 | -55.19 | |||
| 2025-05-30 | NP | GATAX - Gabelli 资产基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 1,271 | 292 | ||||||
| 2025-04-22 | NP | Tema ETF 信托 - Tema 美国回流 ETF | 11,067 | -17.14 | 2,730 | -16.44 | ||||
| 2025-04-25 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 320,920 | 1.34 | 79,168 | 2.18 | ||||
| 2025-03-31 | NP | FVAL - 富达价值因子 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 | 26,152 | 5.25 | 6,480 | 12.38 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 106 | 6.00 | 25 | 13.64 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 231,263 | -0.61 | 54 | -1.85 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 70,148 | -1.61 | 16,140 | -4.17 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 289,892 | -0.00 | 66,698 | -2.61 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,125 | 3.02 | 266 | 6.43 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长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 | 308 | 3.01 | 68 | -6.85 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 5 | ||||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 137,594 | -41.24 | 31,658 | -42.77 | ||||
| 2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 24,786 | 0.00 | 5,703 | -2.61 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 9,200 | -23.33 | 2,117 | -25.34 | |||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 667 | -6.58 | 153 | -8.93 | ||||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 5,146 | -5.65 | 1,110 | -17.91 | ||||
| 2025-05-13 | 13F | 汉隆投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 21,582 | 12.81 | 4,784 | 1.36 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 32,815 | -0.27 | 7,550 | -2.87 | ||||
| 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 | 1,120,176 | 0.34 | 248,298 | -9.84 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 65,209 | 14.73 | 15,003 | 11.75 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 8,525 | -0.35 | 1,961 | -2.97 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 8,003 | -0.44 | 1,841 | -3.00 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 1,853 | 0.00 | 426 | -2.52 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 31,597 | 135.03 | 7,270 | 128.98 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 1,775 | 0.00 | 408 | -2.63 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 219 | 0.00 | 50 | -1.96 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 12,248 | -2.24 | 2,818 | -4.80 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 9,328 | 1,343.96 | 2,146 | 1,311.84 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 3,651 | 4.25 | 840 | 1.45 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 10,845 | -0.51 | 2,495 | -3.11 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 62 | 14 | ||||||
| 2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 7,064 | -1.78 | 1,625 | -4.36 | ||||
| 2025-08-08 | 13F | Turn8私人财富公司 | 14,803 | 4.93 | 3,369 | 1.08 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,659 | 6.38 | 8,435 | 3.61 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 2,212 | 0.00 | 509 | -2.68 | ||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 80 | -19.19 | 18 | -21.74 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 17,442 | 2.09 | 4,013 | -0.57 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 868,707 | 8.41 | 192,558 | -2.59 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 280,012 | -57.45 | 64,427 | -58.55 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 148,643 | 18.48 | 34,200 | 15.39 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,551 | -12.91 | 357 | -15.24 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 28,558 | -0.47 | 6,597 | 7.51 | ||||
| 2025-04-28 | NP | GMUEX - GMO 美国三级股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 2,343 | -34.00 | 539 | -35.68 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 4,527 | -7.46 | 1,042 | -9.87 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 总回报系列初始类别 | 88,803 | -1.17 | 20,432 | -3.75 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 4,875 | -1.46 | 1,122 | -4.02 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 738 | 0.00 | 171 | -2.30 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 19,645 | 0.67 | 4,520 | -1.95 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 5,387 | -5.02 | 1,240 | -7.54 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 22,762 | -4.20 | 5,237 | -6.70 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 8,336 | -3.19 | 1,918 | -5.75 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 16,960 | 57.93 | 3,902 | 53.86 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 918 | 2.23 | 211 | -0.47 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 1,080 | 0.00 | 248 | -2.75 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 95 | -8.65 | 22 | -4.35 | ||||
| 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 | 19,452 | 24.61 | 4,195 | 8.45 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 248 | -20.26 | 57 | -21.92 | ||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 48,273 | 0.92 | 11,077 | -1.97 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 9,231 | 7.85 | 2,046 | -3.08 | ||||
| 2025-08-05 | 13F | 好事达公司 | 968 | -95.46 | 223 | -95.59 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 10,854 | -3.10 | 2,497 | -5.63 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 80,243 | 3.48 | 18,462 | 0.78 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 8,869 | -4.74 | 2,040 | -7.23 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,572 | 362 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 5,830 | -4.71 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 22,474 | 0.00 | 5,171 | 3.79 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 1,013 | 0.00 | 233 | -2.51 | ||||
| 2025-05-15 | 13F | 索恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 9,380 | -5.42 | 2,158 | -7.90 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 455 | -19.89 | 105 | -22.39 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 281 | 0.00 | 61 | -13.04 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 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 | 2,843 | -2.24 | 630 | -12.13 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 22,000 | 0.00 | 5,062 | -2.62 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 902 | -2.38 | 208 | -5.05 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 83,959 | 10.80 | 19,317 | 7.91 | ||||
| 2025-07-09 | 13F | 企业银行 | 4,262 | -1.02 | 981 | -3.64 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 3,488 | -71.40 | 803 | -72.16 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 45,160 | -1.13 | 10,390 | -3.71 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 10,750 | -22.33 | 2,473 | -24.35 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 1,608 | 12.37 | 380 | 16.26 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 6,738 | -17.66 | 1,550 | -19.81 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 469 | -6.39 | 101 | -18.55 | ||||
| 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 | 10,202 | 2.92 | 2,200 | -10.42 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 2,534 | 2.63 | 583 | 0.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 3,474 | 2,679.20 | 775 | 369.09 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 2,772 | 0.00 | 638 | -2.60 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 961 | 0.00 | 221 | -2.64 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 9,578 | 0.40 | 2,204 | -2.22 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 1,546 | -4.33 | 347 | -0.57 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 186,925 | -1.88 | 43,008 | -4.44 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 9,813 | -4.23 | 2,258 | -6.74 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 2,748 | -25.97 | 632 | -27.85 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 5,794 | 0.02 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 9,132 | -7.92 | 2,101 | -10.33 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 12,559 | 42.59 | 2,890 | 38.89 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,402 | -0.99 | 323 | -3.59 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 15,422 | 25.23 | 3,326 | 8.98 | ||||
| 2025-08-13 | 13F | 标准家族办公室有限责任公司 | 432 | 0.00 | 99 | -2.94 | ||||
| 2025-08-29 | NP | AMFEX - AAMA 股票基金 | 19,800 | 0.00 | 4,556 | -2.61 | ||||
| 2025-08-14 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 2,001 | -0.74 | 460 | -3.36 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 3,627 | 0.00 | 834 | -2.57 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 148,171 | -0.84 | 31,955 | -13.69 | ||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 1,318 | 0.00 | 303 | -2.57 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 7,237 | -5.50 | 1,665 | -7.96 | ||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 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 | 33,743 | -6.80 | 7,277 | -18.87 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 2,253 | -93.56 | 518 | -93.73 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,804,920 | 15.64 | 415,276 | 27.75 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 6,200 | 72.22 | 1,426 | 67.76 | |||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 3,254 | 749 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 43 | 26.47 | 9 | 12.50 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 1,638 | -7.09 | 377 | -9.62 | ||||
| 2025-08-27 | NP | TQCCX - Touchstone 股息股票基金 C 类 | 95,500 | 25.48 | 21,973 | 22.20 | ||||
| 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 | 12,300 | 54.52 | 2,830 | 50.48 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 6,509 | -2.12 | 1,498 | -4.65 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 29,068 | 1.89 | 6,688 | -0.77 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,337 | 6.36 | 308 | 3.72 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 2,879 | -3.00 | 662 | -5.56 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 11,696 | 5.44 | 2,691 | 2.67 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 14,997 | -18.12 | 3,234 | -28.74 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 24,637 | 6.32 | 5,668 | 3.54 | ||||
| 2025-07-23 | NP | SBLGX - ClearBridge 大盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 772,719 | 0.00 | 171,281 | -10.15 | ||||
| 2025-05-14 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 22,724 | -19.96 | 5,228 | -22.05 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,419 | 40.91 | 326 | 37.55 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,809 | -7.18 | 416 | -9.57 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 380 | -46.10 | 82 | -53.45 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 1,064 | -1.02 | 245 | -3.56 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 16,865 | -1.09 | 3,880 | -3.67 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 44,680 | -1.63 | 10,280 | -4.19 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 36,086 | -8.86 | 7,782 | -20.68 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 20,960 | 5.04 | 4,823 | 2.31 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 7,473 | 3.76 | 1,719 | 1.06 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,126 | 0.00 | 489 | |||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 99,767 | 1.02 | 22,954 | -1.61 | ||||
| 2025-07-25 | 13F | 阿克曼资本顾问有限公司 | 2,600 | -0.04 | 598 | -2.61 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 15,592 | 12.11 | 3,456 | 0.76 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 5,492 | 62.58 | 1,264 | 58.27 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 1,687 | 0.36 | 388 | -2.27 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 26,393 | 0.20 | 6,072 | -2.41 | ||||
| 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 | 1,453 | -8.04 | 322 | -17.22 | ||||
| 2025-05-28 | 13F | 埃尔斯沃斯顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 936 | -7.23 | 220 | -7.56 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,554 | -56.54 | 2,428 | -57.68 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 114,059 | -0.93 | 26,243 | -3.51 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 53,624 | 4.75 | 12,337 | 2.02 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 9,565 | -3.67 | 2,201 | -6.18 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 30,906 | 25.00 | 7,339 | 26.84 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 2,931 | 3.24 | 1 | |||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 76,121 | 16,416 | ||||||
| 2025-07-22 | 13F | 遗产信托 | 3,173 | -9.63 | 730 | -11.94 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 398,599 | 4.08 | 91,692 | 1.35 | ||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 4,515 | 1,039 | ||||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 254,771 | 0.00 | 58,618 | -2.61 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 117,492 | 3.09 | 27 | 0.00 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,200 | -19.73 | 8,329 | -21.83 | ||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 1,091 | 0.00 | 251 | -2.33 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 692 | 0.00 | 159 | -2.45 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 1,753 | -0.23 | 403 | -2.89 | ||||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 1,082 | 0.00 | 249 | -2.75 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 1,450 | 9.60 | 334 | 6.73 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,856 | 11.94 | 427 | 9.21 | ||||
| 2025-08-13 | 13F | 咨询研究公司 | 6,185 | -2.29 | 1,423 | -4.82 | ||||
| 2025-08-13 | 13F | 我的目的财富公司 | 37,408 | 31.47 | 8,434 | 25.47 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 1,378 | -8.50 | 317 | -10.70 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 126,500 | 93.13 | 29,105 | 88.10 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,966 | -3.20 | 452 | -5.64 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 54,907 | 17.09 | 13 | 9.09 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 22,030 | 75.59 | 5,069 | 71.04 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 24,336 | 0.50 | 5,599 | -2.12 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 3,636 | 80.27 | 837 | 75.63 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 4,486 | 0.00 | 1,032 | -2.55 | ||||
| 2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 1,551 | -63.44 | 357 | -65.87 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | 资本集团私人客户服务公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 5,216 | -11.07 | 1,125 | -22.64 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 60,128 | 0.00 | 13,834 | -2.60 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 8,735 | -25.54 | 2,010 | -27.50 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 63,710 | 1.95 | 14,658 | -0.70 | ||||
| 2025-08-14 | 13F | 布雷顿资本管理有限责任公司 | 15,350 | 0.00 | 3,532 | -2.62 | ||||
| 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 | 28,069 | 12.44 | 6,053 | -2.13 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,491,737 | -0.73 | 343,219 | -3.32 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 775 | 83.22 | 167 | 67.00 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 258,772 | -44.26 | 55,807 | -51.48 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 37,275 | 13.82 | 8,576 | 10.86 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | Call | 800 | -20.00 | 184 | -20.00 | |||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 20,571 | -0.32 | 4,743 | -4.57 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 937 | -10.76 | 216 | -13.31 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 4,240 | -4.35 | 976 | -6.88 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 18 | 0.00 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 28 | 0.00 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,286 | -12.41 | 526 | -14.61 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 6,447 | -9.44 | 1,429 | -18.62 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 81 | 0.00 | 18 | -5.26 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 35,964 | 0.75 | 8,275 | -1.89 | ||||
| 2025-08-06 | 13F | 南州公司 | 53,149 | 2.90 | 12,229 | 0.22 | ||||
| 2025-05-27 | NP | 保诚系列基金 - I 类股票投资组合 | 348,936 | -6.28 | 82,433 | -2.91 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 4,660 | 12.70 | 1,072 | 9.84 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 94,505 | -5.28 | 21,744 | -7.75 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 11,649 | -0.60 | 2,680 | -3.18 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 875 | -0.11 | 201 | -2.43 | ||||
| 2025-07-31 | 13F | 赛布鲁克资本 /nc | 19,029 | -0.26 | 4,378 | -2.86 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 25,407 | 0.65 | 5,479 | -12.39 | ||||
| 2025-04-21 | 13F | 正佳资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 12,803 | -2.73 | 2,946 | -5.28 | ||||
| 2025-05-15 | 13F | 白骑士战略财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 601 | 0.00 | 138 | -2.13 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 9,431 | 3.66 | 2,170 | 0.93 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 5,046 | -52.62 | 1,118 | -57.44 | ||||
| 2025-04-29 | 13F | 全球财富管理投资咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 3,564 | -24.60 | 842 | -21.91 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 19,926 | -12.32 | 4,584 | -14.61 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 2,500 | 0.00 | 575 | -2.54 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36 | 24.14 | 8 | 0.00 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 883 | -3.39 | 203 | -5.58 | ||||
| 2025-06-18 | NP | RTXAX - 税务管理实物资产基金 A 类 | 4,120 | -24.69 | 889 | -34.46 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 102,795 | 48.21 | 23,651 | 44.35 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 273,277 | 62,876 | ||||||
| 2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 1,663 | -49.68 | 369 | -54.85 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 77,042 | -3.07 | 17,726 | -5.60 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 5,480 | 0.00 | 1,261 | 6.24 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 5,475 | 1.63 | 1,260 | -1.02 | ||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 1,439 | 0.56 | 331 | -2.07 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 38,187 | -1.07 | 8,786 | -3.64 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 590,385 | -3.93 | 138 | -2.84 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 5,848 | -0.14 | 1,345 | -2.75 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 14,319 | 0.42 | 3,294 | -2.20 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 5,118 | -60.18 | 1,178 | -62.76 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 7,135 | -11.27 | 1,642 | -13.59 | ||||
| 2025-05-14 | 13F | Sellwood投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,261 | -5.28 | 520 | -7.64 | ||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 80,994 | -41.04 | 18,635 | -42.57 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 9,306 | 192.73 | 2,141 | 185.09 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,823 | 52.84 | 650 | 48.85 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 1,104 | 254 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 47,741 | 32.97 | 10,984 | 29.51 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 2,456 | 1.66 | 565 | -0.88 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 2,083 | -0.10 | 479 | -2.64 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 2,038 | 0.00 | 469 | -2.70 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 1,661 | -32.83 | 368 | -39.67 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 1,634 | 0.00 | 376 | -2.85 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 6,620 | -24.15 | 1,532 | -24.38 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 27,497 | -26.11 | 6,327 | -28.03 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 7,605 | -0.39 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 793,666 | -2.28 | 182,608 | -4.83 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,115 | -27.05 | 20,640 | -34.45 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 29,491 | 19,961.90 | 6,785 | 10,843.55 | ||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 13,050 | 0.00 | 3,003 | -2.60 | ||||
| 2025-05-15 | 13F | 大西人寿保险公司 /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 6,398,715 | 0.73 | 1,472,217 | -1.90 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 587 | 40.43 | 135 | 37.76 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 379 | -14.83 | 87 | -17.14 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 9,546 | -10.94 | 2,196 | -13.27 | ||||
| 2025-08-14 | 13F | 执政官合伙人有限责任公司 | 75,000 | -11.76 | 17,256 | -14.06 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 16,105 | -11.52 | 3,705 | -13.84 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 2,787 | 66.59 | 601 | 45.17 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 28,400 | -1.73 | 6,534 | -4.29 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 5,516 | 1.88 | 1,269 | -0.70 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,898 | 2.04 | 409 | -11.09 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 16,208 | -5.05 | 3,729 | -7.51 | ||||
| 2025-08-11 | 13F | 泰格石资本有限公司 | 14,577 | 0.52 | 3,239 | 107,866.67 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 2,616 | 11.75 | 564 | -2.76 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 700 | 0.00 | 161 | -2.42 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 37,504 | 53.29 | 8,629 | 49.30 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 6,296,962 | -9.39 | 1,449 | -11.76 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一基金会顾问 | 1,277 | -1.47 | 294 | -4.25 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 292 | 0.00 | 67 | -1.47 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 2,044 | 14.70 | 503 | 14.87 |
