机构投资人持股和股东
West Pharmaceutical Services, Inc. (US:WST) 有 1477 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 89,587,932 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., PCSCX - POLAR CAPITAL INTERNATIONAL SMALL COMPANY FUND, State Street Corp, Bank of New York Mellon Corp, Brown Advisory Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Artisan Partners Limited Partnership, VFINX - Vanguard 500 Index Fund Investor Shares, and Geode Capital Management, Llc .
West Pharmaceutical Services, Inc. (NYSE:WST)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
The share price as of September 5, 2025 is 250.73 / share. Previously, on September 9, 2024, the share price was 302.03 / share. This represents a decline of 16.99% over that period.
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
更新频率：每日
机构看跌与看涨期权比率
除了报告标准的股票和债务发行外，管理资产超过1亿的机构还必须披露其看跌和看涨期权持仓。由于看跌期权通常表示消极情绪，而看涨期权表示积极情绪，因此我们可以通过绘制看跌期权与看涨期权的比率来了解整体机构情绪。右边的图表绘制了该工具的历史看跌与看涨期权比率。
使用看跌与看涨期权比率作为投资者情绪的指标克服了使用机构总投资人持股的关键缺陷之一，即管理的大量资产被消极投资以跟踪指数。消极管理基金通常不买入期权，因此看跌与看涨期权比率指标更密切地跟踪主动管理基金的情绪。
13D/G备案
由于SEC的处理方式不同，我们将13D/G备案与13F备案分开提交，13D/G备案可以由投资者群体（一个主导）提交，而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值（代表投资者群体拥有的所有股份），但随后提交13F报告总股份的不同价值（严格代表他们自己的持股）。这意味着13D/G备案和13F备案的持股通常没有直接可比性，因此我们单独提供它们。
注意：自 2021 年 5 月 16 日起，我们不再显示在过去一年内未提交 13D/G 的持有人。以前，我们显示了13D / G申请的完整历史记录。一般来说，需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是，基金有时会在没有提交交割备案的情况下退出头寸（即，它们逐渐减少），因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆，我们现在只显示“当前”持有人，即在过去一年内提交申请的持有人。
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13F和NPORT备案
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 1,500 | 0.00 | 328 | -2.09 | ||||
| 2025-07-24 | NP | 贝莱德基金 - 贝莱德 SMID-Cap 成长股票基金 K 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 | 377 | 0.00 | 79 | -9.20 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 6,333 | 0.99 | 1,386 | -1.28 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 1,222 | 19.80 | 267 | 17.11 | ||||
| 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 | 9 | -70.97 | 2 | -83.33 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -2,184 | 66.97 | -478 | 63.36 | |||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 130 | -56.67 | 29 | -70.41 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 三菱日联资产管理（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 东方银行 | 273 | 0.00 | 60 | -3.28 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,037 | 0.00 | 227 | -2.59 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -4,304 | 8.85 | -942 | 6.33 | |||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 1,363 | -0.73 | 298 | -2.93 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 600 | 380.00 | 131 | 254.05 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,482 | 0.88 | 28,356 | -8.45 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 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 | 5,161 | 8.29 | 1,090 | -33.01 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 5,600 | -15.15 | 1,225 | -17.06 | |||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 550 | 124.49 | 120 | 122.22 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 2,326 | 490 | ||||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 21 | -22.22 | 4 | -55.56 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 2,900 | 0.00 | 635 | -2.31 | |||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 72,832 | 15,936 | ||||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 115 | 0.00 | 25 | 0.00 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 161 | 0.62 | 35 | 0.00 | ||||
| 2025-08-22 | NP | MSVDX - 活力组合 I 级 | 146 | 2.10 | 32 | -3.12 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 10,787 | 1.20 | 2,360 | -1.09 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 2,125 | -8.60 | 465 | -10.77 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 5,418 | -45.27 | 1,185 | -46.53 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 1,946 | 4.40 | 426 | 1.92 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 21,814 | -72.03 | 4,772 | -72.67 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 1,520 | 491.44 | 333 | 482.46 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 1,210 | 29.55 | 271 | -11.48 | ||||
| 2025-05-15 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 759 | 0.00 | 166 | -1.78 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 169 | 52.25 | 37 | 50.00 | ||||
| 2025-08-26 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 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 | 4,345 | 13.00 | 951 | 10.47 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 103 | 329.17 | 22 | 320.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 5,891 | 132.39 | 1,289 | 127.16 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 248,981 | 1.15 | 54,477 | -1.15 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 117,575 | -0.60 | 25,725 | -2.85 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 63 | -19.23 | 14 | -23.53 | ||||
| 2025-05-02 | 13F | Postrock Partners 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 1,336 | 0.15 | 292 | -2.01 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 3 | 0.00 | 1 | |||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 5,073 | -3.32 | 1,110 | -5.54 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 33,559 | 16.19 | 7,344 | 13.83 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 1,051 | -4.37 | 230 | -6.91 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 21,185 | 0.00 | 4,635 | -2.26 | ||||
| 2025-05-06 | 13F | MCF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 34,392 | 0.00 | 7,267 | -38.14 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 5,072 | 2.84 | 1,110 | 0.45 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 941 | -1.26 | 206 | -3.76 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 23,688 | -2.84 | 5,183 | -5.06 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 4,331 | -2.12 | 948 | -4.34 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 8,789 | 326.44 | 1,923 | 317.14 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 1 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 449 | 78.17 | 98 | 75.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 12,461 | 15.23 | 2,742 | 13.22 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 18,877 | -6.67 | 3,989 | -42.27 | ||||
| 2025-05-08 | 13F | 戴维斯 RM 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 41 | 9 | ||||||
| 2025-08-12 | 13F | 博克夫，那 | 3,101 | -8.44 | 678 | -10.55 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 1,546 | -24.62 | 338 | -26.36 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 367 | -7.09 | 77 | -15.38 | ||||
| 2025-07-22 | NP | GSMCX - 高盛机构中盘价值基金 | 35,469 | -21.44 | 7,479 | -28.71 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 125 | 0.00 | 26 | -38.10 | ||||
| 2025-05-14 | 13F | 哈弗福德信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 5,098 | -1.77 | 1,115 | -3.96 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 16,867 | 0.61 | 3,690 | -1.73 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 15,755 | -0.47 | 3,447 | -2.74 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 245 | 0.41 | 0 | |||||
| 2025-08-14 | 13F | Corient IA LLC | 1,795 | 0.00 | 393 | -2.24 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,299 | 8.33 | 11,050 | -32.99 | ||||
| 2025-03-31 | NP | VINEX - Vanguard International Explorer 基金投资者股票 | 1,351,882 | -21.48 | 1,271 | -29.11 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 313 | -5.44 | 68 | -8.11 | ||||
| 2025-03-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型成长型投资组合机构类别 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 | 67 | 0.00 | 23 | 10.00 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 4 | -66.67 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 4,267 | -6.59 | 934 | -8.71 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 108 | 125.00 | 23 | 37.50 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 183 | -20.78 | 39 | -51.28 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 395,274 | -10.02 | 86,486 | -12.06 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 1,592 | -95.07 | 349 | -95.18 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 6,832 | -29.88 | 1,495 | -31.50 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 12,186 | 88.38 | 2,666 | 85.40 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 80 | 0.00 | 18 | 0.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 35,633 | 7,796 | ||||||
| 2025-06-17 | NP | MMSMX - 多管理人美国小型股票基金 P 类股票 | 2,050 | 433 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 18,800 | -78.16 | 4,113 | -78.66 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 126,800 | 151.59 | 27,744 | 145.88 | |||
| 2025-05-14 | 13F | 优化财务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 净值顾问小组 | 3,774 | 32.33 | 826 | 29.31 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 西北银行股份公司 | 1,750 | -21.31 | 383 | -23.14 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,265 | 0.80 | 277 | -1.78 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 97 | 21 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 38 | 2.70 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 13,806 | 2.31 | 3,021 | -0.03 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 2,204 | 128.87 | 482 | 124.19 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 293 | 35.65 | 64 | -8.57 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 65,858 | 4.36 | 14,410 | 3.14 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 205 | -6.82 | 46 | -37.50 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,513 | -23.80 | 550 | -25.61 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 34,828 | 7.70 | 7,620 | 5.25 | ||||
| 2025-08-05 | 13F | 码头资本有限责任公司 | 54 | -98.18 | 12 | -98.35 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 115 | -2.54 | 25 | -3.85 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 2,292 | -0.48 | 501 | -2.72 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 23,236 | -0.59 | 5,084 | -2.83 | ||||
| 2025-08-04 | 13F | 联合银行 | 13,916 | -5.65 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 48,848 | 3,027.27 | 10,688 | 2,962.18 | ||||
| 2025-05-02 | 13F | 卡伦/弗罗斯特银行家公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 400 | 39,900.00 | 88 | |||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 70 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | 耐用资本合伙公司 | 1,040,648 | -33.85 | 227,694 | -35.35 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | Short | -867 | -21.32 | -190 | -23.17 | |||
| 2025-05-27 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 200 | 8.11 | 45 | -26.67 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 914 | 0.00 | 200 | -2.45 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,344 | 37.16 | 494 | 24.43 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 3,192 | -10.14 | 698 | -12.20 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,176 | 6.48 | 2,567 | -3.35 | ||||
| 2025-07-28 | NP | NMANX - Neuberger Berman 中型成长基金投资者类别 | 54,377 | 11,465 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 666,328 | 10.37 | 145,793 | 7.86 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 1,345 | 294 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 25,155 | -2.07 | 5,504 | -4.31 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 10,300 | -21.37 | 2,254 | -23.16 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 6,600 | -4.35 | 1,444 | -6.48 | |||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 25 | 5 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 71 | 31.48 | 15 | 16.67 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 280,872 | -7.42 | 61,455 | -9.52 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 4,649 | 39.65 | 1,017 | 36.51 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 80 | -23.81 | 18 | -26.09 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 1,587 | 347 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 1,300 | 0.08 | 284 | -2.07 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 24 | 0.00 | 5 | 0.00 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 432 | -9.43 | 91 | -17.27 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 1,591 | 348 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 18,706 | -11.18 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 3,559 | 779 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 1,487 | -0.40 | 325 | -2.69 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 1,506 | -10.57 | 330 | -12.73 | ||||
| 2025-07-24 | NP | FXAIX - 富达 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 | 913,690 | 0.73 | 192,652 | -8.58 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 224,667 | -3.09 | 49,157 | -5.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 353 | -10.41 | 77 | -12.50 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 2,326 | -7.99 | 509 | -10.09 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 1,124 | 0.36 | 237 | -37.96 | ||||
| 2025-05-27 | NP | GEIZX - 成长股票指数基金投资者 | 663 | 31.55 | 148 | -10.30 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 1,993 | 142.75 | 436 | 138.25 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 28,102 | -0.68 | 6,149 | -2.94 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 2 | -50.00 | 0 | |||||
| 2025-04-28 | 13F | 达戴维森公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 15,000 | -6.25 | 3,282 | -8.38 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 17,620 | 6.39 | 3,855 | 3.99 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 0 | 0 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 107,429 | 8.64 | 23,505 | 6.18 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 18,338 | -58.20 | 4,012 | -59.15 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 野村控股公司 | 5,246 | 4.21 | 1,148 | 1.77 | ||||
| 2025-05-13 | 13F | Aptus 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 摩尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 233 | 0.87 | 51 | -1.96 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 1,562 | -2.44 | 342 | -4.75 | ||||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 2,346 | 0.00 | 496 | -38.20 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -252 | -74.05 | -53 | -76.44 | |||
| 2025-04-11 | 13F | 河景信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-30 | NP | MGNDX - Praxis 增长指数基金 A 类 | 3,040 | 42.72 | 681 | 6.42 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -12,707 | 15.71 | -2,780 | 13.10 | |||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 3,547 | -5.39 | 776 | -7.51 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 510 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | 先锋集团公司 | 9,316,804 | 0.92 | 2,038,517 | -1.37 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 3,195 | -2.86 | 699 | -5.03 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 6,308 | 4.35 | 1,333 | -35.47 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 165,305 | -4.89 | 36,169 | -7.05 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 382 | 0.00 | 130 | 11.11 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 31,202 | 7.59 | 6,827 | 5.16 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 2,410 | -0.33 | 509 | -38.30 | ||||
| 2025-05-30 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 44 | -4.35 | 10 | -40.00 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 60,803 | 13 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 63 | 14 | ||||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 11 | 0.00 | 2 | -33.33 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 2,104 | -4.88 | 445 | -41.19 | ||||
| 2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 164,102 | 3.41 | 36,739 | -29.32 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 7 | 0.00 | 1 | -50.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 4,300 | -86.31 | 941 | -86.63 | |||
| 2025-07-15 | 13F | 河桥合伙人有限公司 | 383,520 | -6.09 | 83,914 | -8.22 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 4,000 | -52.38 | 875 | -53.46 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 465,587 | 52.95 | 101,870 | 49.48 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 437 | 2.34 | 92 | -7.07 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 9 | 0.00 | 2 | -66.67 | ||||
| 2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 689 | 0.00 | 235 | 10.85 | ||||
| 2025-06-27 | NP | KMID - Virtus KAR 中型 ETF | 3,591 | 79.73 | 759 | 11.14 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 10 | 0.00 | 2 | -33.33 | ||||
| 2025-05-22 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 13,390 | -5.85 | 2,998 | -35.66 | ||||
| 2025-05-15 | 13F | 桑德勒资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 2,485 | -0.80 | 1 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 99,978 | 223.46 | 21,875 | 216.16 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 227 | -42.82 | 50 | -43.18 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 57 | -5.00 | 12 | -40.00 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 5,770 | -8.60 | 1,263 | -10.69 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 2,238 | 0.72 | 473 | -37.73 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 3,286 | -6.19 | 719 | -0.14 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 2 | -60.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 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 | 110,929 | 6.76 | 23,389 | -3.11 | ||||
| 2025-05-05 | 13F | Transce3nd有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 13,196 | 0.10 | 2,887 | -2.17 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 4,400 | 388.89 | 963 | 378.61 | |||
| 2025-08-12 | 13F | MAI资本管理 | 87 | 866.67 | 19 | 850.00 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 8,092 | 50.10 | 1,771 | 46.77 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 169,935 | -2.58 | 37,182 | -4.82 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 2,607 | 17.27 | 570 | 14.69 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 1,700 | -50.00 | 372 | -51.25 | |||
| 2025-08-25 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 26,100 | 13.97 | 5,711 | 11.39 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 2,680 | 0.64 | 586 | -1.68 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 1,323 | -3.22 | 280 | -40.13 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 1,478 | 0.00 | 323 | -2.12 | ||||
| 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 | 3 | 0.00 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 7,694 | 1,683 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 589 | -45.21 | 0 | |||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 585,386 | 3.76 | 128,082 | 1.41 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 1,754 | 18.51 | 370 | 7.58 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 16,815 | 0.09 | 3,724 | 8.92 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,500 | 0.00 | 328 | -2.09 | ||||
| 2025-08-08 | 13F | 托巴姆 | 20,195 | 42.67 | 4 | 33.33 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,095 | 0.64 | 262 | 13.97 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,303 | 2.68 | 0 | |||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 2,850 | 0.00 | 1 | |||||
| 2025-05-30 | NP | 放大 ETF 信托 - 放大减肥药物和治疗 ETF | 885 | 56.91 | 198 | 7.61 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 4,700 | 3.25 | 1,028 | 0.88 | ||||
| 2025-08-28 | NP | AMGOX - 阿尔杰中型成长投资组合 I-2 级 | 4,948 | -4.37 | 1,083 | -6.56 | ||||
| 2025-04-30 | 13F | 真正的独立有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 2 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 13,681 | 6.44 | 2,993 | 4.03 | ||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 440 | -2.44 | 96 | -4.00 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 473 | -9.21 | 100 | -18.18 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | 亚飞财富 | 5 | -61.54 | 0 | |||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 21,661 | -56.28 | 4,739 | -57.27 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 19,000 | 4,157 | ||||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 403 | 0.00 | 88 | -2.22 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 159,856 | 11.88 | 34,976 | 9.34 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 121 | -27.98 | 26 | -29.73 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 38,600 | 0.00 | 8,446 | -2.27 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 1,598 | 118.90 | 350 | 114.11 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 1,916 | 0.95 | 404 | -8.41 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 12,128 | 10.33 | 2,557 | 0.16 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 5,900 | -3.28 | 1,244 | -12.21 | ||||
| 2025-03-26 | 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 | ||||
| 2025-05-08 | 13F | 斯科公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 21,401 | 4,522 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 2,255 | -11.15 | 493 | -13.20 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 10,823 | -53.96 | 2,368 | -55.00 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 586 | 72.35 | 128 | 68.42 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 10,618 | 3.35 | 2,347 | 2.85 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 9,668 | 25.20 | 2,115 | 22.40 | ||||
| 2025-08-26 | NP | CCSMX - Conestoga SMid Cap 基金投资者类别 | 44,750 | 45.96 | 9,791 | 42.64 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 300 | 0.00 | 66 | -2.99 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 2 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | 长荣财富解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 864 | 241 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 男爵成长机会基金标准级 | 61,500 | 0.00 | 13,456 | -2.27 | ||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 897 | -5.68 | 201 | -35.69 | ||||
| 2025-07-24 | NP | SHSSX - 贝莱德健康科学机会投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,864 | 0.00 | 28,436 | -9.25 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 28 | -98.25 | 6 | -98.32 | ||||
| 2025-03-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 46,920 | 0.00 | 16,026 | 10.92 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 10,120 | 0.00 | 2,214 | -2.25 | ||||
| 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 | 543 | 42.15 | 115 | -12.31 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 11,693 | 7.93 | 2,558 | 5.48 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 1 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 10,748 | -0.24 | 2,352 | -2.53 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 2,944 | -9.00 | 644 | -11.05 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 685 | -42.58 | 150 | -44.19 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,190 | 260 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 94,256 | 5.09 | 20,623 | 2.70 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 2,150 | -33.76 | 470 | -35.26 | ||||
| 2025-06-25 | NP | FHLC - 富达 MSCI 医疗保健指数 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 | 31,752 | -1.88 | 6,709 | -39.31 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 14 | 3 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 445,251 | 3.41 | 97,421 | 1.07 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,027 | 5.12 | 225 | 2.75 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 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 | 23,826 | 1.76 | 5,034 | -37.05 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 2 | -91.30 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 15,326 | 0.00 | 3,353 | -2.27 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 4,109 | -0.15 | 899 | -2.39 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 209 | 113.27 | 44 | 100.00 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 466,434 | 0.94 | 102 | -0.97 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 2,677 | -4.87 | 586 | -7.00 | ||||
| 2025-05-14 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 1,460 | 0.00 | 327 | 0.00 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 108 | 24 | ||||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 45,188 | 2.23 | 9,887 | -0.10 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 7,133 | -47.92 | 1,561 | -49.12 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 1,119 | 0.00 | 245 | -2.40 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 73 | 40.38 | 16 | 36.36 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 2,646 | -4.44 | 579 | -6.62 | ||||
| 2025-06-20 | NP | RVRB - 混响 ETF | 6 | 0.00 | 1 | -50.00 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 4,146 | -41.88 | 907 | -43.21 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 590 | 24.21 | 129 | 21.70 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 1,885 | 11.87 | 397 | 1.53 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 500 | -11.82 | 109 | -13.49 | ||||
| 2025-07-24 | NP | SUHAX - DWS 健康与保健基金 A 级 | 5,315 | -15.84 | 1,121 | -23.65 | ||||
| 2025-06-27 | NP | TOV - JLens 500 犹太倡导美国 ETF | 175 | 0.00 | 37 | 0.00 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 15 | 3 | ||||||
| 2025-08-14 | 13F | Point72香港有限公司 | 6,710 | 1,468 | ||||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 525 | 96.63 | 115 | 93.22 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 8,800 | 703.65 | 1,925 | 486.89 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 320,337 | 43.60 | 67,684 | -11.17 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 5,506 | 9.55 | 1,205 | 7.02 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 42,445 | -5.78 | 14,497 | 4.51 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 77,979 | 20.48 | 17,062 | 17.74 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 131 | 0.00 | 29 | -3.45 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 850,171 | -3.59 | 186,017 | -5.78 | ||||
| 2025-05-19 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 86,278 | -7.47 | 19,316 | -36.76 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,153 | 42.17 | 243 | 29.26 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 326 | 5.50 | 71 | 2.90 | ||||
| 2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,578 | -1.25 | 345 | -3.36 | ||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 3,718 | 10.89 | 1 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 3 | -40.00 | 1 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 488 | 0.00 | 107 | -2.75 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 2,444 | -22.04 | 535 | -47.95 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 16,468 | 8.56 | 3,603 | 6.10 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 732 | 0.00 | 160 | -1.84 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 105,614 | -2.48 | 23,109 | -4.69 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 5,350 | 46.58 | 1,171 | 43.21 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 942 | 61.86 | 322 | 80.34 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 2,264 | 19.28 | 495 | 16.75 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 399 | 1,187.10 | 84 | 740.00 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,971 | 9.24 | 1,892 | -0.84 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 11,234 | 2,458 | ||||||
| 2025-05-27 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 9,500 | -40.62 | 2,127 | -59.43 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 9,902 | 22.28 | 2,167 | 19.54 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 37,948 | -0.09 | 8,303 | -2.35 | ||||
| 2025-08-06 | 13F | 峰会溪顾问有限责任公司 | 1,032 | 0.00 | 226 | -2.60 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 3,257 | 0.00 | 713 | -2.33 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型成长型投资组合 I 类 | 25,194 | 92.23 | 5,512 | 87.87 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 65,465 | 34.35 | 13,803 | 21.92 | ||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 5,740 | -14.01 | 1,285 | -41.22 | ||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 3,094 | -13.21 | 654 | -46.34 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,198 | 340.44 | 262 | 336.67 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 733 | 22.78 | 155 | 11.59 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,039 | -3.41 | 430 | -12.45 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -11 | -2 | |||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 8,773 | 189.44 | 1,920 | 183.04 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 4,063 | -15.18 | 857 | -23.02 | ||||
| 2025-08-26 | NP | CCMAX - Conestoga 中型基金机构类别 | 340 | 4.62 | 74 | 2.78 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,497 | -8.23 | 546 | -10.34 | ||||
| 2025-08-27 | NP | APFDX - Artisan 全球发现基金投资者股票 | 17,077 | 14.87 | 3,736 | 12.26 | ||||
| 2025-03-26 | NP | TNRAX - 1290 Avantis 美国大盘成长基金 A 类 | 792 | 0.00 | 271 | 11.11 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 8,818 | -13.44 | 1,929 | -15.39 | ||||
| 2025-07-28 | NP | ANEW - ProShares MSCI 转型变革 ETF | 168 | 1.20 | 35 | -7.89 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 2,712 | -15.75 | 593 | -17.64 | ||||
| 2025-08-28 | NP | XLV - 医疗保健精选行业 SPDR 基金 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 | 503,795 | -3.62 | 110,230 | -5.81 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 6,812 | 1,514 | ||||||
| 2025-08-14 | 13F | 德肖公司 | 284,336 | 176.00 | 62,213 | 169.74 | ||||
| 2025-08-28 | NP | LYFCX - AlphaCentric LifeSci 医疗保健基金 C 类 | 731 | -45.45 | 160 | -46.82 | ||||
| 2025-08-01 | 13F | Vienna Powszechne Towarzystwo Emerytalne SA 维也纳保险集团 | 3,790 | 18.73 | 829 | 16.11 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 371 | 20.85 | 81 | 19.12 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 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 | 78,492 | 2.85 | 17,174 | 0.52 | ||||
| 2025-05-12 | 13F | 大通投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 349,222 | 410.48 | 76,410 | 398.92 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 429 | 1.66 | 94 | -1.06 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 27 | 0.00 | 6 | -16.67 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 41,430 | 16.81 | 9,065 | 14.16 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 374 | 0.00 | 82 | -2.41 | ||||
| 2025-07-29 | NP | TMFM - Motley Fool 中型成长 ETF | 21,553 | 4,544 | ||||||
| 2025-04-22 | 13F | 库里南联合公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 73 | 62.22 | 16 | 14.29 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 14 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 153,829 | -7.18 | 33,658 | -9.28 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 5,500 | 111.54 | 1,203 | 40.54 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,119 | -2.36 | 245 | -4.69 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 5,799 | -15.52 | 1,298 | -42.26 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 289 | 55.38 | 63 | 53.66 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 3,628 | 0.00 | 1 | |||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 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 | 3,857 | 51.20 | 813 | 37.33 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 230 | 198.70 | 48 | 182.35 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 3,778 | -2.88 | 827 | -4.40 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 2,469 | 0.16 | 521 | -9.09 | ||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 14,279 | 33.16 | 3,124 | 30.17 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 6,600 | 1,445 | ||||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 366,152 | 3.77 | 80,114 | 1.42 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 224,600 | -0.09 | 49,142 | -2.36 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 1,800 | -10.00 | 394 | -12.08 | ||||
| 2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 5,097 | -7.01 | 1,077 | -42.52 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 16,489 | -25.73 | 3,477 | -32.61 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 5,834 | 4.36 | 1,276 | 2.00 | ||||
| 2025-05-27 | NP | 可变保险产品基金 IV - 医疗保健投资组合初始类别 | 20,000 | -29.82 | 4,478 | -52.04 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 415 | 0.00 | 91 | -2.17 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 3,403 | -10.42 | 745 | -12.47 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 4,673 | 0.26 | 987 | -37.96 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 2,788 | -3.96 | 624 | -34.32 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 1,103 | 7.93 | 233 | -2.11 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 3,357 | -6.70 | 735 | -8.82 | ||||
| 2025-08-13 | 13F | 法国集团 | 0 | -100.00 | 0 | |||||
| 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 | 13,092 | 13.77 | 2,766 | -29.62 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 2,519 | 0.00 | 551 | -2.13 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 12,012 | -2.67 | 2,628 | -4.89 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 169 | -9.63 | 37 | -12.20 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 12,760 | 2.00 | 2,696 | -36.89 | ||||
| 2025-04-08 | 13F/A | iA全球资产管理公司 | 194 | -98.75 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 23,231 | -0.32 | 5,083 | -2.59 | ||||
| 2025-05-13 | 13F | 方位资本投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,970 | 2.71 | 431 | 0.47 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 166 | -48.61 | 57 | -53.33 | ||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 220 | 49 | ||||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 87 | 27.94 | 18 | 20.00 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 845 | 16.55 | 178 | 5.95 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 96 | 3.23 | 21 | 5.00 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,166 | 46.85 | 255 | 44.07 | ||||
| 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 | 21,709 | 0.39 | 4,587 | -37.91 | ||||
| 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 | 171 | -5.00 | 36 | -12.20 | ||||
| 2025-04-15 | 13F | 西蒙快速顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 4,239 | 4.67 | 927 | 2.32 | ||||
| 2025-06-26 | NP | SMCO - 希尔顿中小型股机会 ETF | 6,152 | 79.94 | 1,300 | 11.31 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 332 | -8.29 | 73 | -11.11 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 667 | -4.85 | 146 | -7.05 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 1,334 | 292 | ||||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 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 | 73,098 | 3.36 | 15,413 | -6.21 | ||||
| 2025-08-25 | NP | VCKSX - Virtus KAR 中小型成长基金 C 类 | 1,245 | 21.11 | 272 | 18.26 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 16,759 | -3.76 | 3,667 | -5.95 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构中盘价值基金 | 13,833 | -18.15 | 3,027 | -20.01 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 33,438 | 0.66 | 7 | 0.00 | ||||
| 2025-04-17 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 589 | 6.32 | 124 | -3.12 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 9,871 | 5.44 | 2,160 | 3.05 | ||||
| 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 | 39 | 85.71 | 8 | 14.29 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 12,538 | 0.85 | 2,649 | -37.61 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 1,146 | 17.78 | 242 | -27.11 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 28,360 | 2.70 | 6,205 | 0.37 | ||||
| 2025-07-30 | 13F | 泰拉阿尔法投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 6,535 | 0.00 | 1,378 | -35.29 | ||||
| 2025-05-15 | 13F | Ameriflex 集团公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 1,632 | 7.30 | 365 | -26.71 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 9,563 | -6.68 | 2,092 | -8.81 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 3,842 | 70.23 | 841 | 66.34 | ||||
| 2025-08-13 | 13F | 北方成长管理有限公司 | 29,000 | 16.00 | 6 | 20.00 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 21,130 | 0.89 | 4,623 | -1.39 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 3,549 | 84.94 | 777 | 80.89 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 237 | -6.32 | 52 | -8.93 | ||||
| 2025-08-27 | NP | BHCFX - 男爵医疗保健基金 | 4,100 | 0.00 | 897 | -2.18 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 2,310 | -63.80 | 505 | -64.64 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 1,175 | 0.00 | 257 | -2.28 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 71,589 | 26.57 | 15,664 | 23.70 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 83,324 | -6.81 | 18,231 | -8.92 | ||||
| 2025-08-27 | NP | BARAX - 男爵资产基金 | 129,404 | -41.55 | 28,314 | -42.88 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 3,031 | -13.42 | 663 | -15.33 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 322 | 0.00 | 70 | -2.78 | ||||
| 2025-05-27 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 55 | 12 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 915 | 200 | ||||||
| 2025-05-30 | NP | 自由全明星成长基金公司 | 7,500 | 0.00 | 1,679 | -31.64 | ||||
| 2025-08-25 | NP | PHSKX - Virtus KAR 中型成长基金 A 类 | 122,384 | 8.75 | 26,778 | 6.29 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 107 | 22.99 | 23 | 21.05 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 6 | -73.91 | 1 | -80.00 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 6,891 | 18.85 | 1,508 | 17.08 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 855 | -49.53 | 187 | -50.66 | ||||
| 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 | 876,906 | -0.07 | 191,867 | -2.33 | ||||
| 2025-05-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 565 | -42.93 | 124 | -44.34 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Franklin 股息和收入管理风险投资组合 II 类股票 | 3,662 | -4.56 | 801 | -6.75 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 城邦银行 | 176 | -4.86 | 39 | -7.32 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 2 | 0 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 17,663 | 151.22 | 3,865 | 145.49 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 128,600 | -23.09 | 28,138 | -24.83 | |||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 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 | 299 | -47.08 | 65 | -48.41 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 67,700 | -24.02 | 14,813 | -25.74 | |||
| 2025-08-12 | 13F | 恒线顾问公司 | 243,720 | 2.92 | 53,326 | 0.59 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 20,921 | 1.60 | 4,420 | -37.14 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,203 | 3.00 | 263 | 0.77 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 3,393 | 0.00 | 742 | -2.24 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 28,942 | -0.97 | 6,333 | -3.21 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 9,630 | -0.37 | 2,107 | -2.68 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 16,003 | 0.00 | 3,501 | -2.26 | ||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 6,872 | -50.69 | 1,539 | -66.30 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 24 | -55.56 | 5 | -92.31 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 1,570 | -5.99 | 344 | -8.04 | ||||
| 2025-08-08 | 13F | KBC 集团 | 11,324 | 6.71 | 2 | 0.00 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 8,649 | 5.95 | 1,892 | 3.56 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 1,776 | -0.73 | 389 | -3.00 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 422 | -98.43 | 92 | -98.47 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 4,896 | 5.88 | 1,032 | -3.91 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 84,811 | 2.47 | 18,557 | 0.15 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 175 | 1.74 | 37 | -37.93 | ||||
| 2025-08-25 | NP | VMACX - Virtus KAR 中盘核心基金 A 类 | 404,287 | 0.00 | 88,458 | -2.27 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 13,398 | -53.97 | 2,831 | -71.53 | ||||
| 2025-05-28 | 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 | 501 | -73.63 | 112 | -80.35 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 21,553 | 4,716 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 8 | 300.00 | 2 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | 6,998 | 0.00 | 1,531 | -2.23 | ||||
| 2025-07-24 | 13F | Grace & White Inc /纽约 | 45,730 | 10.65 | 10,006 | 8.14 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 132,258 | -3.68 | 28,889 | -5.85 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 2,493 | 4.01 | 545 | 1.68 | ||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 8,062 | 1,703 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 59 | 20.41 | 13 | 20.00 | ||||
| 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 | 5 | 25.00 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 83 | 0.00 | 18 | 0.00 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 584,065 | 11.71 | 127,793 | 9.18 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 10,579 | 2.66 | 2,315 | 0.30 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 6,685 | -0.98 | 1,463 | 13.77 | ||||
| 2025-05-06 | 13F | 旅程战略财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,240 | -50.42 | -271 | -51.52 | |||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 63 | 152.00 | 14 | 160.00 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 2 | -99.96 | 0 | -100.00 | ||||
| 2025-04-09 | 13F | 美国国家银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 56,362 | -5.24 | 12 | -7.69 | ||||
| 2025-05-02 | 13F | 长荣私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 4,331 | -8.61 | 915 | -43.45 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 5,847 | 0.48 | 1,279 | -1.77 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 867 | 0.46 | 0 | |||||
| 2025-03-27 | NP | APGAX - AB 大盘成长基金公司 A 类 | 669,378 | -4.42 | 228,626 | 6.01 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 3,469 | 75.82 | 759 | 72.11 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 90 | 130.77 | 20 | 137.50 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 2,075 | 2.02 | 461 | 3.13 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | RXL - ProShares 超级医疗保健 | 774 | -3.73 | 163 | -12.37 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 1 | 0 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 17,539 | 6.50 | 3,706 | -34.12 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 3,689 | 807 | ||||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 5,901 | -88.88 | 1,291 | -89.13 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 50,631 | 6.77 | 11 | 10.00 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 40 | 3,900.00 | 0 | |||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 129,030 | 212.04 | 28,232 | 204.97 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 697 | 8.91 | 147 | -1.35 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 3 | 200.00 | 1 | |||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 29,467 | -10.92 | 6,448 | -12.94 | ||||
| 2025-08-06 | 13F | 南州公司 | 72 | 1,340.00 | 16 | 1,400.00 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 683 | -68.97 | 149 | -69.72 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 318 | -9.40 | 67 | -43.70 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 457 | 0.44 | 100 | 5.26 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 24,338 | -16.99 | 5,325 | -18.88 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 439 | -17.33 | 93 | -49.17 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 11,807 | 12.54 | 2,583 | 10.01 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 1,445 | 0.00 | 316 | -2.17 | ||||
| 2025-05-14 | 13F | 资本分析师公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 第一太平金融 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FXH - 第一信托医疗保健 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 | 36,659 | 184.53 | 7,746 | 76.02 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 236 | 0.00 | 50 | -9.26 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 218 | 0.00 | 48 | -2.08 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 1,364 | 73.54 | 298 | 70.29 | ||||
| 2025-08-14 | 13F | 比尔及梅琳达·盖茨基金会信托 | 444,500 | 0.00 | 97,257 | -2.27 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 2,356 | 102.41 | 516 | 98.08 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 1,610 | 0.00 | 352 | -2.22 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 1,711 | 374 | ||||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 1,559 | 0.00 | 341 | -2.29 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 71 | 1,083.33 | 16 | 1,400.00 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 1,845 | 0.00 | 404 | -2.42 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 7,271 | 0.00 | 1,591 | -2.27 | ||||
| 2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 90 | 19 | ||||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 13 | -63.89 | 3 | -75.00 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 7,360 | 1,610 | ||||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 440,627 | -1.36 | 96,409 | -3.59 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 1,186 | -29.53 | 259 | -31.12 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 2,955 | 647 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 110 | 279.31 | 24 | 300.00 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 1,015 | -0.98 | 214 | -38.86 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -1,702 | 52.37 | -359 | 38.22 | |||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 19 | 11.76 | 4 | 33.33 | ||||
| 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 | 17,935 | 0.00 | 3,789 | -38.14 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 1,376 | 0.00 | 301 | -2.27 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 7,747 | 176.68 | 1,633 | 151.23 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 27 | 8.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 74 | 16 | ||||||
| 2025-08-26 | NP | DFDMX - DF Dent 中型成长基金投资者股票 | 44,143 | -3.64 | 9,658 | -5.83 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 69,248 | 10.83 | 15,151 | 8.32 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 罗克斯普林资本管理有限公司 | 51,030 | -15.30 | 11,165 | -17.22 | ||||
| 2025-08-14 | 13F | Xponance公司 | 10,688 | -25.32 | 2,339 | -27.03 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 40 | 60.00 | 9 | 60.00 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 112 | 0 | ||||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,178 | 5.35 | 1,094 | -34.80 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 1,345 | -10.69 | 294 | -12.76 | ||||
| 2025-08-21 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 14,998 | 0.00 | 3,282 | -2.26 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 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 | 76 | 40.74 | 16 | -11.11 | ||||
| 2025-07-28 | NP | NBGNX - Neuberger Berman Genesis 基金投资者类别 | 222,237 | -2.47 | 46,859 | -11.49 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 27,611 | -0.18 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 米罗娃 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 19,000 | 25.83 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 2,912 | 0.41 | 637 | -1.85 | ||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-03-31 | NP | FWWFX - 富达环球基金 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 28 | -30.00 | 6 | -25.00 | ||||
| 2025-03-28 | NP | LSEQ - Harbor 多空股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 601 | -89.88 | 131 | -90.14 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 357 | 0.00 | 75 | -8.54 | ||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 29,210 | -33.41 | 6 | -33.33 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 187 | -5.56 | 41 | -9.09 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 3,619 | 14.31 | 763 | 3.81 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 69,130 | 15.47 | 15,126 | 12.86 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 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 | 2,110 | 45.72 | 446 | -9.92 | ||||
| 2025-06-26 | NP | FDVLX - 富达价值基金 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 | 17,196 | -17.66 | 3,633 | -49.06 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 23,299 | -61.37 | 5,098 | -62.25 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 5,906 | 1,292 | ||||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 63,863 | 173.98 | 13,973 | 51.50 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 阿蒙迪 | 502,831 | 83.42 | 111,236 | 84.47 | ||||
| 2025-05-08 | 13F | 我们是一七有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 签名有限责任公司 | 734 | -34.41 | 161 | -36.00 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 916 | -7.75 | 200 | -9.91 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 110 | 0.00 | 24 | 0.00 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 666 | -0.60 | 140 | -9.68 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 256 | 0.00 | 56 | -1.75 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 509 | 0.00 | 111 | -1.77 | ||||
| 2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 1,967 | 12.14 | 0 | |||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 36,508 | -4.10 | 7,988 | -6.28 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 1,872 | -2.90 | 410 | -5.10 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 45 | -90.91 | 10 | -91.82 | ||||
| 2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 65,530 | -3.58 | 14,338 | -5.76 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,201 | 0.00 | 263 | -2.24 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 3,071 | 140.30 | 672 | 134.62 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 19 | 0.00 | 4 | 0.00 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 1,585,724 | 1.84 | 346,956 | -0.47 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 15,417 | -0.93 | 3,373 | -3.16 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 880 | 738.10 | 193 | 734.78 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 7,294 | 12.34 | 1,596 | 9.77 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 9,816 | -28.97 | 2,148 | -30.61 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 20,922 | 2.14 | 4,578 | -0.17 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 3,907 | -13.49 | 826 | -46.50 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 61 | 13 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 1,504 | 329 | ||||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 447 | 257.60 | 98 | 259.26 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 12 | 9.09 | 3 | 0.00 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 4,491 | -4.61 | 983 | -6.83 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 3,432 | 89.51 | 725 | 17.31 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 23,582 | -6.86 | 5,160 | -8.98 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 339,953 | 164.99 | 74,382 | 158.99 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 117,629 | -23.99 | 26 | -26.47 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 38,534 | -8.91 | 8,431 | -10.99 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 2 | 0 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 71 | 31.48 | 15 | 16.67 | ||||
| 2025-05-27 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 188 | 42 | ||||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 110 | 0.00 | 24 | 0.00 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 19,048 | 341.33 | 4,168 | 331.37 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 4,984 | 0.00 | 1,051 | -9.25 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4 | -20.00 | 1 | -100.00 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 2,764 | 0.00 | 584 | -38.14 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 315,774 | -1.10 | 69,094 | -3.33 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,766 | -0.82 | 605 | -3.04 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 202,418 | 34.34 | 44,289 | 31.30 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 1,884 | -1.26 | 398 | -38.86 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,104 | 233 | ||||||
| 2025-07-24 | NP | FSMEX - 医疗技术和设备产品组合 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 | 208,000 | -42.22 | 43,857 | -47.57 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 891 | -11.34 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 800 | -4.31 | 175 | -5.41 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 50,840 | 11.58 | 11,124 | 9.05 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 27,330 | 6,074 | ||||||
| 2025-06-27 | NP | TWHIX - 传统基金投资者类别 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 | 310,477 | 46.37 | 65,601 | -9.45 | ||||
| 2025-05-16 | 13F | 开普投资咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 2,256 | -41.36 | 494 | -42.74 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,012 | -60.06 | 221 | -61.02 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 218,800 | 7.15 | 47,873 | 4.72 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 22,589 | 0.00 | 4,942 | -2.27 | ||||
| 2025-05-09 | 13F | 信托银行 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 2,431 | 47.96 | 532 | 44.69 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 2,195 | -2.44 | 480 | -4.57 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 26,700 | 0.00 | 6 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 332 | -3.49 | 73 | -6.49 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 1,564 | -7.73 | 342 | -9.76 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 146,849 | 1.47 | 31,028 | -37.23 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 8,255 | -2.22 | 1,806 | -4.39 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 435 | 0.00 | 92 | -38.51 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 942 | -68.18 | 206 | -68.88 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺纳斯达克自由现金流成就 ETF | 739 | 13.52 | 156 | 2.65 | ||||
| 2025-05-12 | 13F | 信托资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 38 | 8 | ||||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 782 | -24.59 | 175 | -48.38 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 10,423 | 0.00 | 2,281 | -2.27 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 4,879 | 0.00 | 1,031 | -38.18 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 138 | 0.00 | 30 | 0.00 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 6,535 | 77.44 | 1,430 | 73.42 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 15,097 | 0.00 | 3,303 | -2.25 | ||||
| 2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 119 | 205.13 | 27 | 116.67 | ||||
| 2025-07-28 | NP | NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 737,641 | 50.17 | 155,532 | 36.28 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 12,130 | -4.03 | 2,563 | -40.65 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 678 | -3.97 | 148 | -6.33 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 3,592 | 13.24 | 799 | 14.33 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 1,793 | 42.08 | 378 | 29.01 | ||||
| 2025-05-13 | 13F | 布拉德利·福斯特和萨金特公司/ct | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | DFDPX - DF Dent Premier 成长基金 | 11,078 | -30.23 | 2,424 | -31.82 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 2,270 | 0.00 | 479 | -9.30 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 450 | 63.64 | 98 | 60.66 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 3,400 | 0.00 | 1 | |||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 43,776 | -0.90 | 9,578 | -3.14 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 1,141 | -69.19 | 250 | -69.96 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 1,096 | -1.79 | 232 | -39.37 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 5,681 | 1.46 | 1 | 0.00 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 66,096 | 10.47 | 13,965 | -31.66 | ||||
| 2025-04-09 | 13F | 遗产财富资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 2,908 | -17.48 | 636 | -19.29 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 2,942 | -19.86 | 622 | -50.44 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 502,354 | 2.14 | 109,915 | -0.18 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 36 | 8 | ||||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,686 | 2.58 | 2,047 | -36.54 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,886 | 1.48 | 3,779 | -37.22 | ||||
| 2025-08-26 | NP | 贝莱德健康科学信托基金 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 | 10,207 | 0.00 | 2,233 | -2.28 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 4,193 | -30.35 | 917 | -31.92 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 2,705 | 54.13 | 592 | 50.77 | ||||
| 2025-07-29 | NP | PARNX - Parnassus 基金投资者股票 | 69,248 | 10.83 | 15,151 | 8.32 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 47,650 | 3.96 | 10,068 | -35.69 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 313 | 21.32 | 68 | 19.30 | ||||
| 2025-08-29 | NP | BAFMX - Brown Advisory 中型成长基金机构股 | 10,749 | -17.88 | 2,352 | -19.76 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 39,436 | 256.02 | 8,629 | 247.90 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,819 | -0.63 | 617 | -2.99 | ||||
| 2025-05-16 | 13F | 签名房地产与投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 10,367 | 10.98 | 2,190 | -31.35 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 5 | 1 | ||||||
| 2025-05-15 | 13F | Ranger投资管理有限合伙人 | 0 | -100.00 | 0 |
