机构和基金投资人持股 - 买家
在波音公司中开设新头寸的主要持有者包括 德克萨斯州金斯顿资本合伙有限公司, CLCEX - 多经理大盘成长策略基金机构类, 双创证券有限公司, 耆那全球有限公司, FFIDX - 富达基金, Marex 集团, SHAPX - ClearBridge 增值基金 A 级, Marex 集团, 森维斯特管理有限责任公司, 少林资本管理有限公司, 泰勒马克资产管理有限责任公司, Ilex Capital Partners (英国) LLP, 威彻斯特资本管理有限公司, 拉坦资本管理有限公司, 卡登萨资本有限公司, 布雷文·霍华德资本管理有限责任公司, QLMAOX - ClearBridge 可变增值投资组合 I 类, 康帕斯资本管理公司, Rokos 资本管理有限公司, 和 SummitTX Capital，LP .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 6,524 | 2.02 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,935 | 7.06 | 1,663 | 31.49 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 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 | 379,341 | 1.58 | 78,645 | 20.59 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 3,914 | 2.54 | 820 | 25.96 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 132,147 | 2.34 | 24,215 | 6.23 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 8,362 | 9.31 | 1,752 | 34.36 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 3,193 | 19.36 | 669 | 46.71 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,175,306 | 4.95 | 874,852 | 28.94 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 19,613 | 29.29 | 4,066 | 53.49 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 3,437 | 7.54 | 720 | 32.11 | ||||
| 2025-08-07 | 13F | CVFG有限责任公司 | 2,561 | 45.43 | 537 | 78.67 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 2,769 | 17.73 | 580 | 44.64 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 31,320 | 0.59 | 5,739 | 4.44 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,095 | 229 | ||||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,825 | 0.77 | 382 | 24.03 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,411,095 | 16.30 | 714,727 | 42.87 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 78,531 | 16,455 | ||||||
| 2025-08-12 | 13F | 企业金融服务公司 | 2,790 | 2.16 | 585 | 25.59 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Put | 74,100 | 15,526 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,920 | 65.09 | 402 | 103.03 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Call | 149,200 | 1,889.33 | 31,262 | 2,342.27 | |||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 3,295 | 5.74 | 690 | 29.94 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 1,944 | 17.89 | 407 | 44.84 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 120,600 | 25,269 | ||||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 6,016 | 139.01 | 1,261 | 193.71 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 1,146 | 240 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 3,145,620 | 6.34 | 659,102 | 30.64 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 53 | 23.26 | 11 | 57.14 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 262,288 | 8.12 | 54,957 | 32.83 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 361,580 | 17.90 | 66,256 | 22.39 | ||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,600 | 207.00 | 6,523 | 218.82 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 49,865 | 27.37 | 10,448 | 56.48 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 1,597 | 0.57 | 335 | 23.70 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 260 | 16.59 | 54 | 42.11 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 2,166 | 369 | ||||||
| 2025-07-08 | 13F | 先行资本管理公司 | 1,123 | 235 | ||||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 4,298 | 4.88 | 1 | |||||
| 2025-08-12 | 13F | 遗产信托公司 | 9,929 | 8.14 | 2,080 | 32.91 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 968 | 203 | ||||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 582 | 77.98 | 126 | 129.09 | ||||
| 2025-08-14 | 13F | 山谷金融集团公司 | 998 | 209 | ||||||
| 2025-08-13 | 13F | 丰业资本公司 | 30,069 | 20.67 | 6,300 | 48.24 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 7,100 | 2.16 | 1,488 | 25.49 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 321,666 | 18.89 | 67,399 | 46.06 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 354,600 | 0.42 | 74,299 | 23.38 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 2,087 | 0.05 | 437 | 23.10 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 5,878 | 1,219 | ||||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,420 | 0.92 | 507 | 13.93 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 2,592 | 0.39 | 543 | 23.41 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 8,300 | 336.84 | 1,739 | 436.73 | |||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 49,464 | 1.38 | 10,364 | 24.55 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 4,140 | 1,210.13 | 759 | 1,278.18 | ||||
| 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 | 213,162 | 7.92 | 39,060 | 12.03 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 26,531 | 5,559 | ||||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 5,490 | 2.04 | 1,150 | 25.41 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | Call | 171 | -3.95 | |||||
| 2025-08-14 | 13F | 认证咨询公司 | 4,163 | 3.63 | 872 | 27.30 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 29,061 | 0.52 | 5 | -20.00 | ||||
| 2025-06-27 | NP | BOEU - Direxion Daily BA Bull 2X 股票 | 3,857 | 707 | ||||||
| 2025-08-14 | 13F | 少林资本管理有限公司 | Put | 100,000 | 20,953 | |||||
| 2025-08-19 | 13F | 坎贝尔资本管理公司 | 1,521 | 660.50 | 319 | 835.29 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 383,150 | 1.53 | 80,281 | 24.74 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 3,984 | 130.29 | 1 | |||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 1,214 | 254 | ||||||
| 2025-07-11 | 13F | 第一总理银行 | 844 | 13.44 | 0 | |||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -1,642 | -72.49 | -340 | -67.37 | |||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -183 | -38 | |||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -43,693 | 721.91 | -9,155 | 910.38 | |||
| 2025-08-08 | 13F | 国民年金服务 | 1,513,061 | 13.50 | 317,032 | 39.44 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 5,341 | 31.04 | 1,119 | 61.01 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 1,694 | 26.51 | 355 | 74.88 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 1,080 | 226 | ||||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 31,643 | 47.32 | 6,630 | 81.00 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 6,368 | 1,334 | ||||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,806 | 588 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 92,117 | 9.18 | 19,301 | 34.14 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 6,420 | 16.79 | 1,331 | 38.69 | ||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 531 | 110 | ||||||
| 2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 3,956,010 | 4.61 | 828,903 | 28.52 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 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 | 164,372 | 187.53 | 34,441 | 240.38 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 2,276 | 60.51 | 477 | 97.51 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 717 | 233.49 | 150 | 316.67 | ||||
| 2025-07-30 | NP | OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股 | 6,000 | 1,244 | ||||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 21,573 | 24.93 | 4,520 | 60.11 | ||||
| 2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 7,368 | 1,544 | ||||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 1,114,997 | 41.84 | 231,161 | 68.40 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 315 | 314.47 | 66 | 450.00 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 13,446 | 9.25 | 2,817 | 34.27 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 137,452 | 0.94 | 29 | 21.74 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 209 | 38 | ||||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 398,746 | 1.24 | 83,549 | 24.38 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 65,267 | 2.65 | 13,675 | 26.12 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,302 | 78.51 | 901 | 119.22 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 14,201 | 4.14 | 2,976 | 27.96 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 1,084 | 227 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -106 | -22 | |||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 113,340 | 394.93 | 23,748 | 508.14 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 221,475 | 15.22 | 45,916 | 36.79 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 18,941 | 4.36 | 3,969 | 28.21 | ||||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 490,185 | 34.89 | 89,821 | 40.03 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 6,353 | 1.23 | 1,331 | 24.39 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 337,700 | 1,427.36 | 70,758 | 1,708.28 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 1,343 | 1.90 | 281 | 25.45 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,666 | 0.08 | 768 | 23.08 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 54,212 | 6.22 | 11,359 | 30.50 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 12,343 | 9.43 | 2,586 | 34.48 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,500 | 12,048 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 18,162 | 3.25 | 3,806 | 26.83 | ||||
| 2025-08-08 | 13F | 杰克逊维尔财富管理有限责任公司 | 1,893 | 4.07 | 397 | 27.74 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,412 | 19.56 | 296 | 46.77 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 110,431 | 0.50 | 23,139 | 23.47 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 18,325 | 11.30 | 3,799 | 32.14 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 2,870 | 3,198.85 | 505 | 22.63 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 2,281 | 8.00 | 478 | 32.50 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 30,078 | 236.33 | 6,302 | 313.25 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 33,652 | 2.01 | 7,051 | 25.33 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 1,029 | 216 | ||||||
| 2025-08-01 | 13F | 方面财富公司 | 1,399 | 310 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 1,328 | 278 | ||||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 2,094 | 5.07 | 439 | 29.20 | ||||
| 2025-08-14 | 13F | 安盛公司 | 34,655 | 1,225.75 | 7,261 | 1,531.69 | ||||
| 2025-08-08 | 13F | 罗维达投资管理有限公司 | 617,000 | 19.34 | 129,231 | 46.53 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 17,881 | 0.68 | 3,747 | 23.71 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 276 | 58 | ||||||
| 2025-07-16 | 13F | Encompass 财富顾问有限公司 | 4,998 | 0.06 | 1,047 | 23.03 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 2,445 | 5.71 | 512 | 29.95 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 4,593 | 11.29 | 962 | 36.84 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 4,310 | 5.79 | 903 | 29.97 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 21,854 | 310.79 | 4,579 | 404.85 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 150 | 31 | ||||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Put | 22,500 | 4,714 | |||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 3,991 | 9.22 | 862 | 38.20 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 1,317 | 0 | ||||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 1,001 | 210 | ||||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 2,210 | 463 | ||||||
| 2025-08-14 | 13F | 德肖公司 | 762,877 | 2,894.73 | 159,846 | 3,579.67 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 49 | 11 | ||||||
| 2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 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 | 1,326,415 | 9.89 | 243,052 | 14.08 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 11,462 | 8.61 | 2,376 | 28.99 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 341 | 4.92 | 71 | 29.09 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 417 | 87 | ||||||
| 2025-08-07 | 13F | 桑切斯财富管理集团 | 1,101 | 231 | ||||||
| 2025-08-14 | 13F | 采石场LP | 1,865 | 274.50 | 391 | 364.29 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 775 | 162 | ||||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 6,498 | 0.74 | 1,362 | 23.73 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 3,139 | 81.13 | 636 | 115.25 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,010,859 | 151.73 | 211,805 | 209.26 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 10,054 | 47.29 | 1,715 | 41.89 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 1,485 | 17.48 | 311 | 44.65 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 19,123 | 1.01 | 4,007 | 24.10 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,520 | 17.82 | 8,891 | 22.30 | ||||
| 2025-08-19 | 13F | Marex 集团 | 258,521 | 54,168 | ||||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 3,072 | 1.52 | 644 | 24.61 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 250,000 | 52,382 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 40,889 | 1.56 | 8,567 | 24.77 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 48,387 | 0.58 | 8,866 | 4.40 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 2,336 | 489 | ||||||
| 2025-07-25 | 13F | 超越资本集团有限责任公司 | 1,451 | 304 | ||||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 70,704 | 8.57 | 14,831 | 35.47 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 7,774 | 106.10 | 1,629 | 153.19 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 1,635 | 10.92 | 343 | 36.25 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 3,102 | 650 | ||||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 9,000 | 80.00 | 2 | |||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 674 | 20.79 | 124 | 25.51 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 2,167 | 1.07 | 454 | 24.38 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 291,762 | 4.06 | 61,133 | 27.84 | ||||
| 2025-08-14 | 13F | 双创证券有限公司 | Call | 301,700 | 63,215 | |||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 60,000 | 12,572 | |||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 2,175 | 0.14 | 456 | 22.97 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 60,000 | 12,572 | |||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 29,638 | 0.20 | 6,210 | 23.10 | ||||
| 2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 4,151 | 1.67 | 870 | 24.86 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,488 | 6.51 | 312 | 25.91 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 38,942 | 8,160 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 189,600 | 85.34 | 39,727 | 127.70 | |||
| 2025-08-04 | 13F | 精明顾问公司 | 5,412 | 18.87 | 1,134 | 46.01 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 164,900 | 21.25 | 34,551 | 48.97 | |||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,309 | 91.78 | 484 | 135.61 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 2,365 | 1.81 | 495 | 25.00 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 193,986 | 0.12 | 40,646 | 23.00 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 987 | 0.30 | 0 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 517,400 | 3.46 | 108 | 27.06 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 1,749,300 | 75.70 | 367 | 116.57 | |||
| 2025-08-15 | 13F | 资产配置策略有限责任公司 | 1,812 | 0.83 | 380 | 23.86 | ||||
| 2025-08-15 | 13F | CTC有限公司 | 81,992 | 679.39 | 17,180 | 857.58 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 238,723 | 4.02 | 50,020 | 27.80 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 1,062 | 223 | ||||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 1,749 | 1.33 | 367 | 24.49 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 19,923 | 16.84 | 4,174 | 43.54 | ||||
| 2025-08-15 | 13F | CTC有限公司 | Put | 1,149,900 | 13.76 | 240,939 | 39.76 | |||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 11,980 | 17.03 | 2,195 | 21.47 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 10,225 | 6.33 | 2,142 | 30.61 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 47,234 | 2.01 | 9,897 | 25.33 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | Call | 300,000 | 62,859 | |||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 35,681 | 11.37 | 7,476 | 36.85 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,000 | 4,581 | ||||||
| 2025-07-24 | NP | FSDAX - 国防和航空航天产品组合 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 | 1,651,600 | 32.18 | 342,410 | 56.92 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,016 | 213 | ||||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 43,644 | 4.42 | 9 | 28.57 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 969 | 203 | ||||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 5,167 | 5.77 | 1,083 | 29.89 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 167 | 31 | ||||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 283,946 | 99.34 | 59,495 | 144.90 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 11,388 | 2.13 | 2,526 | 23.64 | ||||
| 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 | 145,671 | 14.55 | 26,693 | 18.91 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 12,412 | 2.76 | 2,601 | 26.21 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 3,026 | 634 | ||||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,072 | 225 | ||||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 1,020 | 214 | ||||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 41,700 | 5.57 | 8,737 | 29.71 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -7,685 | -4.17 | -1,593 | 13.79 | |||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 5,280 | 1,106 | ||||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 14,421 | 10.22 | 3,022 | 35.41 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 2,965 | 5.52 | 621 | 29.65 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 14,272 | 19.55 | 2,615 | 24.11 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 31,883 | 72.24 | 6,680 | 111.59 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 227 | 42.77 | 48 | 74.07 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 5,487 | 1,150 | ||||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 1,681 | 0.78 | 272 | -7.80 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 658,055 | 37.72 | 137,882 | 69.20 | ||||
| 2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 198 | 36 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 21,626 | 764.35 | 4,531 | 963.62 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 299,646 | 1.26 | 62,785 | 24.41 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 5,761 | 74.15 | 1,207 | 114.01 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 115,233 | 12.45 | 23,890 | 33.50 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 7,601 | 1.50 | 1,593 | 24.67 | ||||
| 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 | 818,568 | 3.35 | 171,515 | 26.97 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 2,440 | 2.09 | 511 | 25.55 | ||||
| 2025-07-03 | 13F | 重点殖民地管理有限责任公司 | 5,000 | 1,048 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 17,880 | 0.51 | 3,746 | 23.47 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 28,264 | 14.66 | 6,270 | 49.14 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 17,089 | 31.83 | 3,581 | 61.99 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 33,815 | 3.72 | 7,085 | 27.43 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 2,472 | 19.36 | 518 | 46.46 | ||||
| 2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 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 | 69,118 | 31.95 | 14,330 | 56.65 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 5,409 | 1,133 | ||||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 1,022 | 214 | ||||||
| 2025-08-08 | 13F | 金融引力公司 | 12,843 | 18.98 | 2,691 | 40.84 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,705 | 3.64 | 567 | 25.22 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 10,028 | 82.89 | 2,101 | 124.71 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,105 | 4.56 | 1,279 | 28.54 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 127,026 | 38.01 | 26,616 | 69.55 | ||||
| 2025-08-13 | 13F | 第1492章 | 1,297 | 272 | ||||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 100,013 | 35.24 | 18,326 | 40.40 | ||||
| 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 | 374,770 | 1.64 | 78,526 | 24.87 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 367,494 | 77,001 | ||||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 6,952 | 17.69 | 1,575 | 70.09 | ||||
| 2025-08-08 | 13F | 老西部投资管理有限责任公司 | 1,788 | 13.31 | 375 | 39.03 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 4,685 | 982 | ||||||
| 2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 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 | 253,109 | 46,380 | ||||||
| 2025-05-27 | NP | GFSYX - 机构战略另类基金 | -684 | -6.17 | ||||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 990 | 207 | ||||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 12,944 | 15.28 | 2,684 | 36.89 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,167 | 289.00 | 245 | 378.43 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 413 | 18.34 | 76 | 22.95 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 1,649 | 346 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 124,891 | 24.45 | 26,168 | 52.89 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 1,136 | 238 | ||||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 977 | 205 | ||||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 1,121 | 235 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 29,045 | 1.93 | 6,086 | 25.21 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 916 | 25.14 | 192 | 54.03 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 2,365 | 496 | ||||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 3,450 | 4.04 | 723 | 27.79 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 608,557 | 1.51 | 127,511 | 24.71 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,382 | 2.67 | 290 | 26.20 | ||||
| 2025-06-26 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 220,397 | 9.89 | 40,386 | 14.08 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 137,827 | 3.10 | 28,879 | 26.66 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 865,090 | 111.43 | 181,262 | 159.76 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 45,900 | 19.53 | 9,617 | 46.85 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 46,956 | 2.29 | 9,839 | 25.66 | ||||
| 2025-07-29 | 13F | 财务协同财富顾问公司 | 2,708 | 567 | ||||||
| 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 | 9,463,001 | 1.07 | 1,961,869 | 19.99 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 10,794 | 10.17 | 2,262 | 35.31 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 243,860 | 0.76 | 51,096 | 23.79 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 24,580 | 0.14 | 5,150 | 23.03 | ||||
| 2025-08-14 | 13F | 南岸银行 | 2,487 | 2.22 | 521 | 25.85 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 1,204,500 | 590.65 | 252,379 | 748.53 | |||
| 2025-08-27 | NP | CIAOX - 资本顾问成长基金投资者类别 | 13,975 | 2,928 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 4,000 | 838 | ||||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 3,644 | 54.34 | 764 | 89.80 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 14,000 | 3.70 | 2,933 | 27.41 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 3,885 | 67.10 | 814 | 105.56 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,954,822 | 129.59 | 409,907 | 182.19 | ||||
| 2025-08-13 | 13F | 第1832章 | 9,800 | 2,053 | ||||||
| 2025-08-06 | 13F/A | 三线真财富管理有限公司 | 972 | 204 | ||||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,788 | 375 | ||||||
| 2025-08-13 | 13F | 正交资本有限公司 | 160,553 | 33,634 | ||||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 59,404 | 12,447 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 188 | 144.16 | 39 | 200.00 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 16,803 | 31.45 | 3,521 | 61.47 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 4,916 | 0.16 | 1,030 | 23.06 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 23,519 | 230.88 | 4,928 | 306.52 | ||||
| 2025-07-08 | NP | ARCFX - 水岛信用机会基金 R 级 | Short | -21,500 | 30.30 | -4,457 | 54.70 | |||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 156,494 | 1,147.26 | 32,790 | 1,432.96 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 580,019 | 121,531 | ||||||
| 2025-06-27 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | 316,000 | 79.04 | 57,904 | 85.85 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 2,063 | 16.36 | 432 | 43.05 | ||||
| 2025-08-27 | NP | MFOCX - Marsico 焦点基金 | 220,560 | 43.78 | 46,214 | 76.64 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 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 | 4,587 | 5.38 | 961 | 29.51 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 6,086 | 1,275 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 38,399 | 2.11 | 8,046 | 25.45 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,467 | 307 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 32 | 7 | ||||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 3,679 | 5.78 | 771 | 29.85 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316,427 | 3.98 | 65,602 | 23.44 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 2,612 | 84.99 | 547 | 127.92 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 34,380 | 28.10 | 7,204 | 57.37 | ||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 13,023 | 2.25 | 2,729 | 25.60 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 533 | 2.50 | 112 | 26.14 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,243 | 260 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 6,795 | 7.82 | 1,424 | 32.50 | ||||
| 2025-07-18 | 13F | 马克财富有限责任公司 | 1,421 | 16.38 | 298 | 42.79 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 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 | 38,818 | 0.20 | 8,134 | 23.10 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 69,542 | 50.22 | 14,571 | 84.56 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 340,209 | 0.43 | 71 | 24.56 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 3,683 | 0.27 | 772 | 23.16 | ||||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | 10,400 | 2,179 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,021 | 214 | ||||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 31,766 | 6.07 | 6,656 | 30.31 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 4,572 | 2,483.05 | 958 | 3,090.00 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 1,148 | 246 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,178,300 | 639.67 | 246,889 | 808.75 | |||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,901 | 43.47 | 608 | 76.45 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 50,600 | 2,008.33 | 10,602 | 2,492.18 | |||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 3,277 | 6.85 | 687 | 31.17 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 1,228 | 257 | ||||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 29,000 | 47.46 | 6,076 | 81.16 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 1,483 | 318 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 24,200 | 5,071 | |||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,159 | 242.06 | 3,511 | 255.26 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 8,918 | 1.09 | 1,869 | 24.20 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 691 | 145 | ||||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -27,085 | -8.66 | -5,615 | 8.44 | |||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 88,478 | 1.13 | 18,539 | 24.25 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 78,812 | 54.18 | 16,513 | 89.41 | ||||
| 2025-08-26 | NP | RPGIX - T. Rowe Price 全球工业基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,814 | 22.23 | 3,733 | 50.18 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 30,500 | 425.86 | 6,391 | 546.11 | |||
| 2025-07-31 | 13F | Arrien 投资公司 | 1,097 | 230 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 12,144 | 94.87 | 2,545 | 139.55 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 22,603 | 46.11 | 4,736 | 79.53 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 52,108 | 10,918 | ||||||
| 2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 5,943 | 0.76 | 1,245 | 23.88 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 3,722,000 | 18.55 | 779,871 | 45.65 | |||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 1,369 | 648.09 | 63 | 23.53 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 5,038,900 | 17.86 | 1,055,801 | 44.80 | |||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 1,208 | 2.90 | 253 | 26.50 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 670 | 12.23 | 140 | 38.61 | ||||
| 2025-08-27 | NP | MGRIX - Marsico 成长基金 | 38,197 | 33.89 | 8,003 | 58.51 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 1,779 | 3.43 | 373 | 26.96 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 717 | 21.53 | 150 | 50.00 | ||||
| 2025-08-14 | 13F | 联信银行 | 146,809 | 1.67 | 30,761 | 24.91 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,580 | 331 | ||||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 1,492 | 1.22 | 0 | |||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,277,700 | 7.94 | 477,246 | 32.61 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 790 | 18.98 | 166 | 46.02 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 9,659 | 8.63 | 2,024 | 33.44 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 9,818,100 | 8.11 | 2,057,186 | 32.82 | |||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 1,136 | 238 | ||||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 1,030 | 234 | ||||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 32,108 | 1.79 | 6,728 | 25.06 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,201,787 | 2.84 | 251,810 | 26.35 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 271,075 | 56,798 | ||||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 3,008 | 126.68 | 631 | 182.51 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 19,720 | 7.17 | 3,613 | 11.24 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 4,399 | 922 | ||||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 1,142 | 239 | ||||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 38 | 245.45 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 700 | 147 | |||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 790,677 | 7.59 | 165,669 | 32.18 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 12,624 | 21.85 | 2,645 | 49.77 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 42,762 | 1.03 | 9 | 14.29 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,460,023 | 3.45 | 305,919 | 27.10 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 1,167 | 0 | ||||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -37,092 | -42.19 | -6,797 | -39.99 | |||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 335,372 | 6.26 | 70,270 | 30.54 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 44 | 9 | ||||||
| 2025-08-12 | 13F | Ci投资公司 | 3,873 | 25.79 | 1 | |||||
| 2025-08-25 | NP | RGOIX - RBC 全球机会基金 I 级 | 39,900 | 8,360 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,242,397 | 1.06 | 888,910 | 24.15 | ||||
| 2025-08-14 | 13F | 一河资产管理有限责任公司 | 8,139 | 1,746 | ||||||
| 2025-07-22 | 13F | 戴维财富管理有限公司 | 1,211 | 0.50 | 254 | 23.41 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 2,769 | 11.70 | 580 | 37.44 | ||||
| 2025-08-14 | 13F | 一河资产管理有限责任公司 | Put | 200 | 57 | |||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Call | 154,800 | 11.13 | 32 | 39.13 | |||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 1,630 | 1.68 | 342 | 24.91 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,159 | 243 | ||||||
| 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 | 14,839 | 20.84 | 3,109 | 48.47 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 115,860 | 3.44 | 24,276 | 27.09 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 1,158 | 243 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 164,600 | 51.85 | 34 | 88.89 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 5,358 | 13.93 | 1,123 | 39.90 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,384 | 1.24 | 290 | 24.46 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 24,647 | 7.92 | 5,164 | 32.58 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 21,447 | 4,494 | ||||||
| 2025-03-28 | NP | GAOAX - 摩根大通全球配置基金A级 | 2,087 | 14.48 | 368 | 35.29 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 288,958 | 12.86 | 60,552 | 38.65 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 556,814 | 938.43 | 5,773 | 36.16 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 462,769 | 41.24 | 84,798 | 46.61 | ||||
| 2025-03-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,127 | 15.35 | 199 | 6.45 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 319,768 | 9.74 | 67,001 | 34.82 | ||||
| 2025-08-15 | 13F | 北岭财富顾问公司 | 2,981 | 6.65 | 625 | 31.09 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 5,199 | 24,657.14 | 1,089 | 36,200.00 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,730 | 88.66 | 362 | 132.05 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 784,800 | 13.34 | 164,439 | 39.25 | |||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 3,050 | 639 | ||||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 30,507 | 0.93 | 6,392 | 24.00 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 232 | 75.76 | 49 | 118.18 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 29,386 | 56.64 | 6,157 | 92.47 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 53,484 | 7.00 | 11,207 | 31.45 | ||||
| 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 | 91,880 | 7.85 | 19,049 | 28.05 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 561,397 | 76.39 | 117,630 | 116.70 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 5,796 | 1,214 | ||||||
| 2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 1,127 | 236 | ||||||
| 2025-07-16 | 13F | 独立财富网络公司 | 5,124 | 5.41 | 1,074 | 29.59 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 100,939 | 46.42 | 21,150 | 79.88 | ||||
| 2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 12,553 | 604 | ||||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 30,000 | 6,286 | |||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 195,225 | 63.27 | 35,773 | 69.49 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 13,500 | 2,829 | |||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 4,650 | 256.05 | 1 | |||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 12,911 | 2,705 | ||||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,790 | 405 | ||||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 2,351 | 80.71 | 493 | 122.62 | ||||
| 2025-06-26 | NP | CBLS - Clough 对冲股票 ETF | 4,500 | 825 | ||||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 1,210 | 254 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 645 | 150 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 24,480 | 17.78 | 5,129 | 44.72 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 3,868 | 137.30 | 835 | 201.44 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 15,700 | 39.25 | 3,290 | 71.12 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 9,813 | 2.54 | 2,056 | 25.98 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 1,796 | 15.42 | 376 | 41.89 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 3,985 | 3.67 | 835 | 27.33 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 1,624 | 12.23 | 340 | 38.21 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 27,314 | 1.66 | 5,723 | 24.90 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 3,161 | 25.54 | 662 | 54.31 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 12,652 | 48.58 | 2,651 | 82.51 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 696,600 | 28.29 | 145,959 | 57.61 | |||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 129 | 200.00 | 27 | 285.71 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 1,369,400 | 44.86 | 286,930 | 77.97 | |||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 7,751 | 47.58 | 1,420 | 53.18 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,947,495 | 39.68 | 408,059 | 71.61 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 11,810 | 9.21 | 2,475 | 34.16 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 50 | 10 | ||||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 12,563 | 15.38 | 2,788 | 64.62 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 975 | 204 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 12,289 | 15.60 | 2,864 | 51.45 | ||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Put | 657,500 | 32.16 | 137,766 | 62.37 | |||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 90,700 | 16.73 | 19,004 | 43.42 | |||
| 2025-08-13 | 13F | 普通养老金协会 PZU 股份公司 | 117,500 | 4.44 | 24,620 | 28.32 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 25,285 | 25.11 | 5,298 | 53.71 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 12,103 | 1,267.57 | 2,536 | 1,590.00 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 1,016 | 213 | ||||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 5,279 | 5.33 | 1,106 | 29.51 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 5,335 | 76.54 | 1,118 | 116.89 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 1,659 | 348 | ||||||
| 2025-07-29 | NP | SPFAX - PGIM JENNISON 聚焦增长基金 A 类 | 180,440 | 26.51 | 37,409 | 50.19 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 13,789 | 15.02 | 2,859 | 36.55 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 296,039 | 6.04 | 62,029 | 30.28 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 1,118 | 234 | ||||||
| 2025-03-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,831 | 2.51 | 1,912 | -5.07 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 1,144 | 240 | ||||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 38,495 | 8.17 | 7,054 | 12.29 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 16,918 | 2.03 | 3,545 | 25.32 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 3,191 | 35.85 | 669 | 67.00 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 110,044 | 1.17 | 23,058 | 24.29 | ||||
| 2025-05-27 | 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 | 299 | 51 | ||||||
| 2025-07-08 | 13F | 第一国际信托银行 | 1,000 | 210 | ||||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 34,782 | 22,340.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 1,785 | 8.31 | 374 | 33.10 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 86,517 | 4.93 | 18,128 | 28.91 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,722 | 21.59 | 780 | 49.23 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 5,365 | 1,124 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 12,511 | 15.81 | 2,621 | 44.33 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 4,427 | 1,032 | ||||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 16,387 | 13.01 | 3,434 | 38.82 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 182,717 | 32.13 | 38,285 | 62.32 | ||||
| 2025-08-14 | 13F | 道富银行 | 34,592,872 | 1.49 | 7,248,244 | 24.69 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 1,751 | 0.57 | 367 | 34.07 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 2,258 | 0.04 | 473 | 22.86 | ||||
| 2025-08-01 | 13F | 亚历山大实验室有限公司 | 3,002 | 3.02 | 629 | 26.61 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 104 | 4.00 | 22 | 23.53 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 1,525 | 3.39 | 320 | 27.09 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 8,992 | 104.18 | 1,648 | 111.97 | ||||
| 2025-08-29 | NP | JACAX - Janus Henderson四十投资组合服务股票 | 55,144 | 11,554 | ||||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 3,149 | 45.38 | 709 | 83.90 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -14,689 | 18.30 | -3,078 | 45.35 | |||
| 2025-08-14 | 13F | 拉坦资本管理有限公司 | 3,000 | 529 | ||||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 1,076 | 226 | ||||||
| 2025-08-14 | 13F | 拉坦资本管理有限公司 | Call | 80,000 | 1,837 | |||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 44,636 | 15.59 | 9,353 | 42.02 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 17,352 | 19.84 | 3,636 | 47.23 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 5,124 | 5.02 | 1,074 | 28.97 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 112 | 21 | ||||||
| 2025-08-14 | 13F | 医生金融服务公司 | 3,000 | 14.29 | 1 | |||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 245,272 | 5.68 | 51,582 | 30.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 11,237 | 48.58 | 2,354 | 82.62 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 4,464 | 1.80 | 935 | 25.17 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 85,509 | 71.37 | 17,917 | 110.55 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 184,924 | 7.81 | 38,747 | 32.45 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 30,685 | 6,429 | ||||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 313 | 66 | ||||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 2,422 | 15.72 | 1 | |||||
| 2025-04-30 | 13F | 索福斯投资公司 | 11,939 | 25.98 | 2,036 | 18.10 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 1,109 | 232 | ||||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 970,357 | 10.22 | 203,319 | 35.41 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 1,392 | 2.73 | 292 | 25.97 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 1,456 | 4.60 | 305 | 28.69 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 76,240 | 15.51 | 15,974 | 41.92 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 196,908 | 10.40 | 36,081 | 14.60 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 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 | 11,844 | 2,482 | ||||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 879,885 | 0.20 | 184,362 | 23.10 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,678 | 40.89 | 352 | 72.91 | ||||
| 2025-08-14 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 1,848 | 51.48 | 387 | 86.06 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 13,882 | 2,909 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 119,442 | 78.23 | 25,027 | 118.97 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 24,583 | 17.96 | 5,151 | 44.91 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 2,581,800 | 22.76 | 540,965 | 50.81 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 2,874,100 | 10.77 | 602,210 | 36.08 | |||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 1,852 | 0.27 | 388 | 23.17 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 67,446 | 14.70 | 14,132 | 40.93 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,073 | 931.73 | 225 | 1,217.65 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 1,689 | 354 | ||||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 8,661 | 1.24 | 1,796 | 20.23 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 5,846 | 15.90 | 1,225 | 42.33 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,589 | 6.36 | 333 | 31.10 | ||||
| 2025-07-23 | 13F | LK 本森公司 | 1,087 | 228 | ||||||
| 2025-07-16 | 13F | Embree金融集团 | 1,265 | 3.52 | 265 | 27.40 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 1,263 | 265 | ||||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 1,105 | 232 | ||||||
| 2025-08-18 | 13F | 好时财务顾问有限公司 | 6,548 | 1,372 | ||||||
| 2025-08-13 | 13F | 猎鹰边缘资本有限合伙人 | 124,959 | 26,183 | ||||||
| 2025-07-15 | 13F | IMS资本管理公司 | 6,990 | 1.25 | 1,465 | 24.38 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 990 | 207 | ||||||
| 2025-08-18 | 13F | Spg顾问有限公司 | 1,053 | 221 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 14,796 | 73.85 | 3,100 | 113.65 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 556,048 | 4.16 | 101,890 | 8.13 | ||||
| 2025-07-23 | 13F | Stephen J. Garry 及其合伙人有限责任公司 | 1,161 | 243 | ||||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 1,169,056 | 18.76 | 242,369 | 40.99 | ||||
| 2025-08-14 | 13F | 执政官合伙人有限责任公司 | 47,000 | 9,848 | ||||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 16,480 | 3,453 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 8,328 | 25.14 | 1,745 | 53.79 | ||||
| 2025-07-18 | 13F | 布鲁斯克咨询服务有限公司 | 5,934 | 0.15 | 1,243 | 23.07 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 11,132 | 2.97 | 1,899 | -0.78 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 23,696 | 5.22 | 4,965 | 29.27 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 1,739 | 20.93 | 364 | 48.57 | ||||
| 2025-08-14 | 13F | 红树林合作伙伴 | 3,465 | 726 | ||||||
| 2025-08-13 | 13F | 首都国际有限公司 | 96,619 | 2.94 | 20,245 | 26.47 | ||||
| 2025-07-23 | 13F | 马蒂斯资本 | 4,227 | 886 | ||||||
| 2025-08-08 | 13F | 罗维达顾问公司 | 617,000 | 129,231 | ||||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 1,154 | 242 | ||||||
| 2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 4,460 | 817 | ||||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 1,004 | 210 | ||||||
| 2025-08-22 | NP | FTRNX - 富达趋势基金 | 250 | 52 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 4,407 | 42.85 | 923 | 75.48 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 1,102 | 222 | ||||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 3,758 | 46.28 | 787 | 79.68 | ||||
| 2025-07-30 | 13F | 退休计划小组 | 1,345 | 282 | ||||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 16,230 | 2.68 | 3,401 | 26.16 | ||||
| 2025-07-09 | 13F | 外汇银行 | 988 | 207 | ||||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,029 | 216 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 7,986 | 53.93 | 1,673 | 89.25 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 770 | 40.51 | 160 | 67.37 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 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 | 74,604 | 19.55 | 13,670 | 24.10 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 5,798 | 21.37 | 1 | |||||
| 2025-04-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 158,608 | 18.38 | 33,249 | 45.47 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 57 | 16.33 | 12 | 37.50 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 7,840 | 28.59 | 1,643 | 58.04 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | Put | 75,000 | 15,715 | |||||
| 2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 1,578 | 3.20 | 327 | 22.47 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | Call | 100,000 | 20,953 | |||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 7,507 | 1,573 | ||||||
| 2025-08-13 | 13F | 法国外贸银行 | 320,462 | 98.57 | 67,146 | 143.36 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 200 | 0 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 4,375 | 47.51 | 917 | 81.39 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 563 | 23.19 | 118 | 51.95 | ||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 352,088 | 8.68 | 72,995 | 29.02 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 10,500 | 2,200 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 2,500 | 524 | |||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 2,764 | 579 | ||||||
| 2025-08-14 | 13F | 马克资产管理公司 | 139,585 | 6.48 | 29,247 | 30.81 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 2,069 | 52.58 | 434 | 87.45 | ||||
| 2025-08-13 | 13F | 库恩公司投资顾问 | 1,654 | 0.24 | 347 | 23.13 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 41,445 | 196.04 | 8,684 | 263.76 | ||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 12,104 | 4.09 | 2,509 | 23.60 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,449 | 40.43 | 723 | 72.73 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 1,006 | 211 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 875,100 | 335.81 | 183,360 | 435.42 | |||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 1,516 | 25.81 | 318 | 54.63 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,965,828 | 19.38 | 621,430 | 46.67 | ||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 62,203 | 2.63 | 12,896 | 21.83 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 144,962 | 10.53 | 30,374 | 35.79 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 800,800 | 480.29 | 167,792 | 612.94 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 1,051,500 | 49.34 | 220,321 | 83.47 | |||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,649 | 17.68 | 555 | 44.91 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,588 | 23.87 | 333 | 52.29 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 60,484 | 22.20 | 12,673 | 50.14 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 8,229 | 31.56 | 1,724 | 61.73 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 85,776 | 0.45 | 17,973 | 23.40 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 5,817 | 5.27 | 1 | |||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 1,311 | 275 | ||||||
| 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 | 2,873 | 7.20 | 526 | 11.21 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 1,726 | 362 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 20,383 | 4.25 | 4,271 | 28.31 | ||||
| 2025-08-11 | 13F | Paul R. Ried 金融集团有限责任公司 | 17,328 | 11.22 | 3,631 | 36.62 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 2,328 | 488 | ||||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 3,556 | 745 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,836 | 172.95 | 520 | 183.61 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 1,033 | 216 | ||||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 34,873 | 3.79 | 7,307 | 27.50 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 518 | 109 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,642,600 | 6.85 | 344,174 | 31.27 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,661 | 15.19 | 344 | 37.05 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 15,157 | 20.99 | 3,176 | 48.64 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 6,527 | 1.16 | 1,368 | 24.27 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 2,301 | 3.14 | 482 | 26.84 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 65,546 | 132.45 | 13,734 | 185.57 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 4,500 | 12.50 | 943 | 38.12 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,005,140 | 2.20 | 210,607 | 25.55 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 9,699 | 14.66 | 2,032 | 40.92 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,099 | 230 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 24,250,755 | 2.33 | 5,081,261 | 25.72 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 19,707 | 107.53 | 4,129 | 155.03 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 314 | 66 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 884,918 | 3.25 | 185,417 | 26.85 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 24,340 | 0.72 | 5,046 | 19.57 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 4,948,359 | 4.65 | 1,036,830 | 28.57 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 2,190,377 | 2,495.88 | 458,942 | 3,038.71 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 2,416 | 5.87 | 506 | 30.08 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 849 | 33.07 | ||||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 13,691 | 332.44 | 2,869 | 432.10 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 1,007 | 211 | ||||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 8,333 | 13.92 | 1,746 | 40.02 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 3,537 | 764 | ||||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 30,802 | 46.72 | 6,454 | 80.25 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 4,946 | 24.62 | 1,036 | 53.25 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 4,474 | 4.88 | 937 | 28.89 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 1,201 | 252 | ||||||
| 2025-08-11 | 13F | 森维斯特管理有限责任公司 | 153,750 | 32,215 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 9,600 | 71.43 | 2,011 | 110.58 | |||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 22,059 | 4,622 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 9,956 | 13.91 | 2,086 | 40.00 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,529 | 16.54 | 320 | 43.50 | ||||
| 2025-07-22 | 13F | 希科利资产管理公司 | 1,025 | 215 | ||||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 2,082 | 2.81 | 436 | 26.38 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 593,300 | 47.59 | 124,314 | 81.32 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 1,323,200 | 21.22 | 277,250 | 48.92 | |||
| 2025-07-24 | 13F | 李氏金融公司 | 1,226 | 257 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,201 | 4.53 | 252 | 28.72 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 212,274 | 14.18 | 44,478 | 40.28 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 37,843 | 10.01 | 7,929 | 35.17 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97 | 506.25 | 20 | 900.00 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 8,272 | 1,733 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -1,096 | 730.30 | -230 | 940.91 | |||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 3,677 | 770 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Put | 10,600 | 2,221 | |||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 168 | 35 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 2,000 | 419 | |||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 479,595 | 39.27 | 100,490 | 71.10 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,005 | 162.40 | 184 | 187.50 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 1,530 | 1.59 | 321 | 25.00 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 2,644 | 11.80 | 554 | 37.22 | ||||
| 2025-08-26 | 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 | 33,835 | 2.86 | 7,089 | 26.39 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 8,300 | 1,469 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 493 | 10.29 | 90 | 15.38 | ||||
| 2025-07-24 | 13F | 蒙吉斯资本管理公司 | 18,445 | 44.79 | 3,865 | 77.90 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,524 | 4.82 | 938 | 24.44 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 10,586 | 47.75 | 2,218 | 81.65 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 85,685 | 4.46 | 17,954 | 28.35 | ||||
| 2025-07-21 | 13F | 哈德曼约翰斯顿全球顾问有限公司 | 1,985 | 416 | ||||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 1,004 | 210 | ||||||
| 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 | 1,418 | 71.05 | 242 | 65.07 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 250 | 1,110 | ||||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 2,238 | 4.68 | 469 | 28.57 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 20,570 | 1.66 | 4,310 | 24.93 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 381 | 80 | ||||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 314 | 14.18 | 66 | 41.30 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 8,139 | 1,705 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,486 | 311 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 6,567 | 6.42 | 1,162 | 10.46 | ||||
| 2025-08-13 | 13F | 西部财富集团有限责任公司 | 7,301 | 0.94 | 1,643 | 35.12 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 65,543 | 2.49 | 13,733 | 25.92 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 11,835 | 2.16 | 2,480 | 25.52 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 2,132 | 11.45 | 447 | 36.81 | ||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -18,684 | -3,424 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 72,200 | 42.69 | 15,128 | 54.92 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 748,317 | 0.16 | 156,795 | 23.06 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 6,600 | 197.16 | 1,383 | 310.09 | ||||
| 2025-07-28 | 13F | 瑞奥斯资本工程公司 | 106,400 | 88.65 | 22 | 144.44 | ||||
| 2025-08-14 | 13F | 电子资本合作伙伴有限责任公司 | 342,823 | 594.37 | 71,832 | 753.10 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 97,764 | 1.94 | 20,484 | 25.24 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 906 | 3.54 | 190 | 26.85 | ||||
| 2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,010 | 45.41 | 552 | 50.96 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 12,041 | 15.38 | 2,523 | 41.77 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 8,322 | 2.63 | 1,744 | 26.12 | ||||
| 2025-07-15 | 13F | 皮蒂集团财富管理有限责任公司 | 12,122 | 1.73 | 2,540 | 25.00 | ||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 249 | 46 | ||||||
| 2025-08-13 | 13F | 资本世界投资者 | 27,664,235 | 5.77 | 5,796,871 | 29.95 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 8,279 | 17.32 | 1,735 | 44.14 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 65 | 12 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -7,973 | -85.40 | -1,671 | -82.07 | |||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -164 | -13.68 | -34 | 6.25 | |||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 900 | 201 | ||||||
| 2025-08-28 | 13F | 斯塔克财富管理有限责任公司 | 2,523 | 529 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 31,525 | 10.16 | 6,605 | 35.35 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 126,298 | 3.70 | 26,184 | 23.11 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 245 | 15.02 | 51 | 41.67 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 200,546 | 358.20 | 42,020 | 462.97 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 20,696 | 83.92 | 4,336 | 125.95 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 4,080 | 7.40 | 748 | 11.49 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,572,582 | 7.09 | 329,504 | 31.56 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 708,119 | 1.15 | 148,372 | 24.27 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 3,965 | 97.26 | 831 | 142.69 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 46,648 | 64.20 | 9,776 | 101.71 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | Short | -5,586 | -1,024 | |||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 529,127 | 0.53 | 110,868 | 23.51 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 284,336 | 3.61 | 59,577 | 27.29 | ||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 2,217 | 0.14 | 465 | 31.82 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 3,515 | 54.78 | 737 | 130.00 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 2,506 | 18.49 | 525 | 45.83 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 6,632 | 64.36 | 1,389 | 101.89 | ||||
| 2025-08-14 | 13F | 氦顾问有限责任公司 | 1,642 | 4.45 | 344 | 28.36 | ||||
| 2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 920,948 | 16.73 | 192,966 | 43.41 | ||||
| 2025-07-14 | 13F | 霍伊投资公司 | 4,963 | 49.85 | 1,040 | 84.22 | ||||
| 2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 121,811 | 25,254 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 24,054 | 0.83 | 5,040 | 23.89 | ||||
| 2025-08-07 | 13F | 威尔公司 | 3,532 | 0.03 | 740 | 22.76 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 580,526 | 2.07 | 121,638 | 25.40 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 49,869 | 1.58 | 10,449 | 24.79 | ||||
| 2025-08-11 | 13F | 斯莱格金融有限责任公司 | 1,401 | 1.60 | 294 | 24.68 | ||||
| 2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 162,898 | 42.40 | 34,132 | 74.95 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 2,564 | 18.21 | 537 | 45.53 | ||||
| 2025-08-14 | 13F | 对称峰管理有限公司 | Call | 4,900 | 1,027 | |||||
| 2025-08-26 | NP | MISL - First Trust Indxx 航空航天与国防 ETF | 65,871 | 13.37 | 13,802 | 39.28 | ||||
| 2025-06-26 | NP | Spdr 道琼斯工业平均指数 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 | 5,523,496 | 5.89 | 1,012,125 | 9.92 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 34,440 | 1.20 | 7,216 | 24.33 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 4,991 | 49.16 | 1,046 | 83.33 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 1,021 | 214 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 3,921 | 19.65 | 822 | 47.13 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 1,309 | 4.80 | 274 | 28.64 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 196,225 | 2.82 | 41,115 | 26.32 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 4,733 | 6.17 | 992 | 30.39 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 133,178 | 27.00 | 27,905 | 56.03 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 104 | 22 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 7,765 | 27.50 | 1,627 | 56.74 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 5,099 | 150.32 | 1,068 | 207.78 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 21,990 | 7.12 | 4,607 | 31.59 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 1,069 | 224 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 489,128 | 11.08 | 89,628 | 15.31 | ||||
| 2025-08-08 | 13F | 财富联盟 | 1,197 | 251 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 27,565 | 1.28 | 5,776 | 24.43 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 12,451 | 3.59 | 2,609 | 27.28 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 55,600 | 2,124.00 | 11,650 | 2,634.51 | |||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 58,000 | 2,220.00 | 12,153 | 2,752.58 | |||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,955 | 187.08 | 405 | 243.22 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 13,403 | 2,808 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 128,436 | 1.02 | 26,911 | 24.11 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 11,872 | 298.92 | 2,487 | 390.34 | ||||
| 2025-05-28 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 8,923 | 99.26 | 1,522 | 92.05 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 41 | 51.85 | 9 | 100.00 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 20,683 | 9.92 | 4,334 | 35.03 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 45,437 | 21.44 | 9,420 | 44.18 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,233 | 9.58 | 887 | 34.65 | ||||
| 2025-08-14 | 13F | 诚信财富顾问有限公司 | 9,986 | 21.53 | 2,092 | 49.32 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 88,195 | 31.09 | 18,480 | 61.05 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 36 | 63.64 | 8 | 133.33 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 106,400 | 282.73 | 22,294 | 370.22 | |||
| 2025-08-07 | 13F | 虎钳技术公司 | 9,072 | 73.23 | 1,901 | 105.18 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 174,221 | 500.76 | 36,505 | 638.20 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 16,200 | 3,394 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 310,000 | 2 | |||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 17,684 | 9.85 | 3,705 | 34.97 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 20,792 | 3.10 | 4,356 | 26.66 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 449,200 | 25.16 | 94,121 | 53.77 | |||
| 2025-05-08 | 13F | 美国财务顾问有限公司 | 2,047 | 349 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 611,000 | 15.92 | 128,023 | 42.41 | |||
| 2025-07-11 | 13F | 先锋资本财富顾问 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 | 8,007 | 3.42 | 1,678 | 27.05 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 4,342 | 6.19 | 910 | 30.42 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 730 | 19.09 | 129 | 25.49 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 3,107 | 7.25 | 651 | 31.78 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,168,223 | 34.46 | 244,778 | 65.19 | ||||
| 2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 8,103 | 0.04 | 1,698 | 22.88 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 8,068 | 55.60 | 1,478 | 61.53 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 35,900 | 7,522 | ||||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 9,312 | 4.89 | 1,951 | 28.86 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -15,582 | -9.10 | -3,265 | 11.67 | |||
| 2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Put | 4,578,500 | 51.44 | 959,333 | 86.05 | |||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 1,157 | 242 | ||||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 555,400 | 116,373 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 1,836 | 2.68 | 385 | 26.32 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,237 | 259 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 2,500 | 524 | |||||
| 2025-07-08 | 13F | 伯恩伦特资产管理公司 | 1,750 | 12.90 | 367 | 38.64 | ||||
| 2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | Short | -15,060 | -56.13 | -2,658 | -48.14 | |||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 260,278 | 6.37 | 54,536 | 30.68 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 61,967 | 0.09 | 12,984 | 22.97 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 8,660 | 0.70 | 1,815 | 23.74 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 145 | 1,712.50 | 30 | 2,900.00 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 808 | 7.45 | 148 | 12.12 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 39,958 | 67.25 | 8,372 | 105.50 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 99,603 | 44.00 | 20,870 | 76.92 | ||||
| 2025-08-14 | 13F | DKRT投资公司 | 37,500 | 7,857 | ||||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 994 | 0 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 1,398 | 3.63 | 293 | 26.96 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,035 | 426 | ||||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 4,922 | 1.74 | 1,020 | 20.85 | ||||
| 2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 3,387 | 710 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 162 | 34 | ||||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 9,842 | 1.38 | 2,062 | 24.59 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 951 | 14.30 | 174 | 19.18 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 903 | 22.36 | 165 | 26.92 | ||||
| 2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -2,524 | -7.68 | -529 | 13.30 | |||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 531 | 9.94 | 97 | 14.12 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,248 | 261 | ||||||
| 2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 354 | 237.14 | 60 | 233.33 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 466 | 5.67 | 98 | 29.33 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 124,846 | 3.90 | 22,877 | 7.85 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 17,868 | 7.98 | 3,744 | 32.67 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 414,240 | 11.38 | 86,796 | 36.84 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 3,355 | 13.38 | 703 | 39.29 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 171 | 36 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 5,538 | 11.52 | 1,160 | 37.12 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 2,840 | 595 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 37,500 | 150.00 | 7,857 | 207.15 | |||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 1,371 | 0.51 | 287 | 23.71 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | Call | 40,000 | 8,381 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 89,200 | 98.22 | 18,690 | 143.55 | |||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 22,181 | 113.09 | 4,648 | 161.80 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 319,677 | 20.17 | 66,982 | 47.63 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 25,345 | 3.06 | 5,576 | 20.74 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 2,887 | 1.83 | 605 | 25.26 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 8,970 | 37.77 | 1,879 | 69.28 | ||||
| 2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 1,857 | 37.05 | 389 | 68.40 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 11,562 | 4.27 | 2,423 | 28.08 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 2,899 | 10.48 | 607 | 35.79 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 3,003 | 629 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic Value 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 | 29,847 | 49.26 | 6,254 | 83.37 | ||||
| 2025-07-17 | 13F | 斯特内克资本管理有限责任公司 | 3,518 | 13.37 | 737 | 39.32 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 5,814 | 13.27 | 1,352 | 44.75 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,306 | 2.31 | 423 | 6.30 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 1,649 | 5.91 | 346 | 30.19 | ||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF 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 | 27,952 | 3.29 | 5,857 | 26.89 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 2,056 | 0.34 | 431 | 23.21 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 29,642 | 0.83 | 6,211 | 23.88 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 1,071 | 224 | ||||||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 17,496 | 19.80 | 3,666 | 47.19 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 20,656 | 1.59 | 4,328 | 24.83 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 52,300 | 10,958 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,012 | 3.48 | 212 | 27.71 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 22,841 | 1.38 | 4,786 | 24.54 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 3,841 | 805 | ||||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 65,155 | 12.22 | 13,652 | 37.86 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 1,079 | 226 | ||||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 165 | 35 | ||||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 992 | 4.64 | 208 | 28.57 | ||||
| 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 | 429,780 | 0.71 | 89,102 | 19.56 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -87 | -18 | |||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 1,084 | 227 | ||||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 30,200 | 2,416.67 | 6,328 | 3,001.47 | |||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 49,987 | 20.94 | 8,525 | 16.54 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 103,034 | 2.18 | 21,589 | 25.53 | ||||
| 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 | 14,439 | 11.77 | 2,646 | 16.01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 44,063 | 28.64 | 9,218 | 55.14 | ||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 76,565 | 75.61 | 16,043 | 90.66 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 1,023 | 214 | ||||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 3,570 | 1.25 | 609 | -2.56 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 3,438 | 1.51 | 720 | 24.78 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 1,002 | 210 | ||||||
| 2025-07-29 | 13F | 阿里斯顿服务集团 | 2,508 | 36.68 | 526 | 68.27 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 8,742 | 5.87 | 1,812 | 25.75 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 26,492 | 19.38 | 5,492 | 41.73 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 639 | 13.50 | 134 | 40.00 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 10 | 2 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 158 | 0 | ||||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 4,066 | 0.99 | 852 | 24.20 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 90,924 | 8.62 | 19,051 | 33.45 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 1,206 | 0.08 | 253 | 22.93 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 5 | 0 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 3,940 | 236.75 | 826 | 314.57 | ||||
| 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 | 753,318 | 3.21 | 156,178 | 22.53 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 85,225 | 48.26 | 15,617 | 53.91 | ||||
| 2025-07-29 | NP | LSAGX - Loomis Sayles 全球增长基金 A 类 | 23,699 | 16.35 | 4,913 | 38.16 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 3,319 | 695 | ||||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 15,500 | 811.76 | 3,248 | 1,023.53 | |||
| 2025-08-14 | 13F | 萨巴资本管理有限公司 | Put | 298,300 | 62,503 | |||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 11,132 | 6.00 | 2,604 | 33.62 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -164 | -34 | |||||
| 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 | 185,276 | 1.83 | 33,950 | 5.71 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 173 | 13.07 | 32 | 14.81 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 2,365 | 13.48 | 496 | 39.44 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 83,991 | 263.55 | 17,599 | 346.65 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 4,000 | 300.00 | 838 | 392.94 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 3,163 | 1.51 | 663 | 24.67 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,769 | 14.50 | 371 | 40.68 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 4,672 | 0.47 | 979 | 23.33 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 3,398 | 0.21 | 712 | 23.01 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 11,785 | 346.06 | 2,469 | 448.67 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 8,293 | 4.54 | 1,737 | 23.72 | ||||
| 2025-08-14 | 13F | 萨巴资本管理有限公司 | 43,368 | 9,087 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 1,781 | 373 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 5,300 | 1,111 | |||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | Put | 87 | 0 | |||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 58,134 | 4.23 | 12,052 | 23.75 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 5,900 | 1,236 | |||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | Call | 36 | 0 | |||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 921 | 0.66 | 193 | 23.08 | ||||
| 2025-08-12 | 13F | 塔博克斯家族办公室有限公司 | 5,503 | 0.13 | 1,153 | 23.05 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 34,824 | 193.38 | 7,297 | 260.47 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 23,180 | 1.07 | 4,248 | 4.92 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 13,028 | 1.81 | 2,730 | 25.07 | ||||
| 2025-07-23 | 13F | 克拉克与斯图尔特公司 | 1,002 | 210 | ||||||
| 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 | 268,390 | 19.66 | 56,236 | 47.01 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 4,293 | 1.39 | 899 | 24.52 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 19,679 | 10.93 | 4,123 | 36.30 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 63,224 | 13,247 | ||||||
| 2025-07-11 | 13F | 多元化信托公司 | 2,832 | 6.51 | 593 | 30.91 | ||||
| 2025-08-26 | NP | QLMVIX - ClearBridge 可变大盘价值投资组合 I 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 | 12,200 | 2,556 | ||||||
| 2025-08-29 | NP | LSGR - Natixis Loomis Sayles 聚焦增长 ETF | 74,576 | 6.12 | 15,626 | 30.37 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 1,776,634 | 75.49 | 376,700 | 146.56 | ||||
| 2025-08-11 | 13F | 安比银行 | 2,956 | 1.65 | 619 | 25.05 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | Call | 629 | -29.04 | |||||
| 2025-08-14 | 13F | 唐资本管理有限公司 | 105,662 | 1,641.30 | 22,139 | 2,041.10 | ||||
| 2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 2,232 | 23.93 | 468 | 52.12 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 187,418 | 4.31 | 39,276 | 28.17 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 3,695 | 1.87 | 774 | 25.24 | ||||
| 2025-08-14 | 13F | Xponance公司 | 110,359 | 0.63 | 23,124 | 23.63 | ||||
| 2025-07-18 | 13F | 西卡特联合有限责任公司 | 1,139 | 239 | ||||||
| 2025-08-25 | NP | 美国基金保险系列-全球成长基金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 | 159,644 | 7.04 | 33,450 | 31.51 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 19,536 | 0.18 | 4,093 | 23.10 | ||||
| 2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 1,000 | 210 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 53,083 | 6.35 | 11,123 | 30.66 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 40,147 | 8,412 | ||||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 1,033 | 216 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 11,814 | 17.99 | 2,449 | 40.10 | ||||
| 2025-08-07 | 13F | 明尼阿波利斯投资组合管理集团有限责任公司 | 150,435 | 53.04 | 31,521 | 88.02 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,444 | 30.63 | 512 | 60.50 | ||||
| 2025-07-31 | 13F | 达顿财富集团公司 | 5,000 | 21.86 | 1,048 | 49.79 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 806 | 8.19 | 169 | 32.28 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 10,746 | 6.80 | 2,252 | 31.18 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 1,579 | 3.27 | 331 | 26.92 | ||||
| 2025-08-08 | 13F | 创意策划 | 327,700 | 8.04 | 68,663 | 32.73 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | 99,500 | 80.91 | 18,232 | 87.80 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 6,930 | 1,452 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 2,014,928 | 2.35 | 422,188 | 25.74 | ||||
| 2025-07-09 | 13F | Mfg 财富管理有限公司 | 14,978 | 20.20 | 3,138 | 47.67 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 3,452 | 64.46 | 723 | 102.52 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 970 | 0 | ||||||
| 2025-08-27 | NP | RYMSX - 古根海姆多重对冲策略基金 P 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 29,221 | 15.37 | 6,123 | 41.75 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 9,441 | 35.06 | 1,978 | 65.94 | ||||
| 2025-08-28 | 13F/A | 托尔森财富管理公司 | 1,100 | 230 | ||||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 645 | 6.61 | 135 | 31.07 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 5,800 | 1,215 | |||||
| 2025-07-24 | 13F | Tandem 资本管理公司 /adv | 14,692 | 3.20 | 3,078 | 26.82 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,191,600 | 15.99 | 249,676 | 42.50 | ||||
| 2025-07-23 | 13F | 马登证券公司 | 14,290 | 26.18 | 2,994 | 55.05 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 158,119 | 27.41 | 33,131 | 56.52 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 20,998 | 4,400 | ||||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 10,491 | 86.34 | 1,922 | 93.55 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 5,467 | 24.56 | 1,146 | 53.07 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 19,801 | 7.06 | 4,149 | 31.52 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 204,996 | 0.74 | 42,953 | 23.76 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 1,110 | 233 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行 | 3,463 | 5.00 | 728 | 18.79 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 8,115 | 0.25 | 1,741 | 42.59 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 1,583 | 6.10 | 332 | 30.31 | ||||
| 2025-07-08 | 13F | GK财富管理有限责任公司 | 4,615 | 52.36 | 967 | 87.21 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 15,256 | 14.84 | 2,796 | 19.24 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 974 | 204 | ||||||
| 2025-07-15 | 13F | DB 菲茨帕特里克公司 | 8,589 | 0.99 | 1,800 | 24.07 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 2,581 | 414 | ||||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 3,677 | 770 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 54,828 | 15.98 | 11,488 | 42.50 | ||||
| 2025-07-17 | 13F | 凯恩投资集团有限公司 | 1,380 | 0 | ||||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 1,422 | 3.64 | 298 | 27.47 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 28,474 | 6 | 0.00 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 639,500 | 7.48 | 133,994 | 32.04 | |||
| 2025-08-15 | 13F | 田纳西州财政部 | 298,367 | 0.10 | 62,517 | 22.97 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 1,520 | 4.32 | 328 | 61.58 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 936 | 10.64 | 214 | 36.31 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 153 | 2.00 | 32 | 28.00 | ||||
| 2025-08-29 | NP | JDCAX - Janus Henderson四十基金A类 | 1,018,317 | 213,368 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 160,293 | 2.87 | 34 | 26.92 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 2,156 | 4.41 | 452 | 28.13 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 8,064 | 3.08 | 2 | 0.00 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 16,060 | 0.04 | 3,683 | 25.49 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 3,672 | 3.76 | 769 | 27.53 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 2,350 | 492 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 593,100 | 52.51 | 124,272 | 87.37 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 658,500 | 206.71 | 137,976 | 276.81 | |||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 16,696 | 133.64 | 3,498 | 187.11 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 10,526,257 | 6.36 | 2,205,567 | 30.67 | ||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 32,889 | 121.65 | 6,891 | 172.37 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 72,730 | 5.27 | 15,239 | 29.34 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 81,447 | 33.43 | 17,066 | 63.93 | ||||
| 2025-07-15 | 13F | 频谱规划与咨询服务公司 | 1,643 | 344 | ||||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 4,720 | 22.44 | 979 | 45.32 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 1,463 | 194.37 | 318 | 278.57 | ||||
| 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 | 20,083 | 8.88 | 3,680 | 13.06 | ||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 3,641 | 2.07 | 763 | 16.69 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 110 | 66.67 | 23 | 109.09 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 7,269 | 84.17 | 2 | |||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 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 | 172,860 | 13.23 | 35,837 | 34.43 | ||||
| 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 | 108 | 17.39 | 20 | 18.75 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 3,548 | 17.80 | 743 | 44.83 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,931 | 614 | ||||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 2,374 | 72.15 | 497 | 111.49 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -15,847 | -9.57 | -3,285 | 7.35 | |||
| 2025-08-14 | 13F | 牛津资产管理公司 | 3,290 | 136.35 | 689 | 190.72 | ||||
| 2025-08-27 | NP | MIOFX - Marsico 国际机会基金 | 13,969 | 68.71 | 2,927 | 107.22 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 579 | 16.97 | 121 | 44.05 | ||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 1,723 | 4.23 | 361 | 28.47 | ||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 3,650 | 32.73 | 1 | |||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 16,784 | 15.01 | 3,517 | 41.26 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,678 | 1,139 | ||||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 1,207 | 2.46 | 253 | 26.00 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 21,183 | 7.76 | 4,439 | 24.07 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 13,426 | 2,813 | ||||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 26,636 | 182.46 | 5,581 | 247.08 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,322 | 277 | ||||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 1,497 | 21.71 | 314 | 49.76 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 8,740 | 1,831 | ||||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 13,662 | 2,863 | ||||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 443,022 | 5,247.28 | 92,826 | 6,469.43 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 289,834 | 2.69 | 60,729 | 26.16 | ||||
| 2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 122,521 | 33.24 | 25,672 | 57.72 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 5,939 | 142.80 | 1,244 | 198.32 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -375 | 27.65 | ||||||
| 2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 1,194 | 204 | ||||||
| 2025-08-22 | NP | FFNHX - 工业投资组合初始类 | 58,539 | 6.55 | 12,266 | 30.91 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 385 | 3.49 | 81 | 26.98 | ||||
| 2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 1,885 | 24.01 | 395 | 52.12 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 226,398 | 10.76 | 38,612 | 6.73 | ||||
| 2025-08-12 | 13F | 泛微咨询集团 | 18,025 | 37.91 | 3,777 | 69.40 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 257 | 54 | ||||||
| 2025-08-05 | NP | HNASX - 成长基金 | 19,485 | 6.10 | 4,083 | 30.33 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 76,832 | 1.06 | 16,099 | 24.17 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 125,000 | 150.00 | 21,319 | 140.88 | |||
| 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 | 9,144,752 | 0.68 | 1,916,100 | 23.69 | ||||
| 2025-08-13 | 13F | 伯比斯资本管理有限公司 | 968 | 644.62 | 203 | 818.18 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 124,176 | 11.23 | 26,051 | 38.76 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 105,664 | 5.86 | 22,140 | 30.06 | ||||
| 2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 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 | 51,474 | 0.35 | 10,785 | 23.30 | ||||
| 2025-07-18 | 13F | 洛克曼金融集团公司 | 1,622 | 340 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 210 | 89.19 | 44 | 144.44 | ||||
| 2025-07-24 | NP | FCVSX - 富达可转换证券基金 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 | 25,400 | 5,266 | ||||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 40,253 | 7,376 | ||||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 956 | 200 | ||||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 226 | 13.57 | 47 | 42.42 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 2,619 | 3.03 | 1 | |||||
| 2025-08-14 | 13F | 卡登萨资本有限公司 | 74,475 | 15,605 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 226,886 | 0.06 | 47,539 | 22.93 | ||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 6,418 | 30.37 | 1,345 | 60.19 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 51,054 | 8.14 | 9,355 | 12.26 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,500 | 25.38 | 943 | 53.92 | ||||
| 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 | 1,390,475 | 0.97 | 288,273 | 19.87 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 763 | 71.46 | 160 | 106.49 | ||||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 1,501 | 315 | ||||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 3,260 | 683 | ||||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 3,940 | 14.53 | 826 | 40.78 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 15,085 | 3.40 | 3,161 | 27.01 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 4,928 | 59.02 | 1,033 | 95.45 | ||||
| 2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 1,155 | 242 | ||||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 1,306 | 15.47 | 274 | 42.19 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 1,187 | 249 | ||||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 8,128 | 4.80 | 1,703 | 28.82 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 11,311 | 2.85 | 2,370 | 26.35 | ||||
| 2025-07-30 | 13F | 斯洛伊达尔和霍尔斯特有限责任公司 | 1,171 | 245 | ||||||
| 2025-08-14 | 13F | Cura 财富顾问有限公司 | 1,139 | 239 | ||||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 81,531 | 0.56 | 17 | 30.77 | ||||
| 2025-07-16 | 13F | 雷尼尔家族财富公司 | 1,608 | 0.94 | 337 | 23.99 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 7,786 | 9.74 | 1,631 | 34.79 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 179 | 159.42 | 38 | 236.36 | ||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,069,713 | 3.87 | 196,014 | 7.83 | ||||
| 2025-07-23 | 13F | 账户管理有限责任公司 | 2,350 | 11.90 | 492 | 37.43 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 31,790 | 2.34 | 5,825 | 6.24 | ||||
| 2025-07-21 | 13F | WT资产管理有限公司 | 10,000 | 2,095 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 8,706 | 84.96 | 1,824 | 127.43 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 3,907 | 67.11 | 819 | 105.53 | ||||
| 2025-09-02 | 13F | Pvg资产管理公司 | 1,750 | 367 | ||||||
| 2025-08-14 | 13F | TIG 顾问有限责任公司 | Put | 25,000 | 5,238 | |||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 165,344 | 0.85 | 34,645 | 23.90 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 16,316,838 | 2.72 | 3,402,073 | 26.05 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 313 | 10.99 | 66 | 35.42 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 839,468 | 7.29 | 175,895 | 31.82 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 17,116 | 28.51 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 12,474 | 4.87 | 2,614 | 24.13 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 39 | 11.43 | 8 | 60.00 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 39,637 | 8,305 | ||||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 21,396 | 0.75 | 4,483 | 23.77 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 15,556 | 7.36 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 798,825 | 577.26 | 167,378 | 732.06 | ||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 2,150 | 450 | ||||||
| 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 | 773 | 18.92 | 142 | 23.68 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 144 | 0.70 | 26 | 4.00 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 795 | 14.22 | 0 | |||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 15,991 | 284.68 | 3,351 | 373.16 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 3,170 | 9.35 | 664 | 34.41 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 711,824 | 3,581.53 | 149 | 4,866.67 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 46,801 | 84.79 | 10 | 125.00 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 82 | 2.50 | 18 | 38.46 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 397 | 7,840.00 | 83 | |||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 6,606 | 79.12 | 1,384 | 120.38 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 61,115 | 0.90 | 12,670 | 19.79 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 109,495 | 0.09 | 20,064 | 3.90 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 762,466 | 207.18 | 159,760 | 263.63 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 3,114 | 6.35 | 652 | 30.66 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 336,568 | 15.25 | 69,777 | 36.83 | ||||
| 2025-07-25 | 13F | 法律优势投资有限公司 | 18,470 | 9.61 | 3,870 | 34.70 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 32,111 | 239.66 | 6,728 | 317.37 | ||||
| 2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 1,595 | 4.38 | 334 | 28.46 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 4,713 | 12.24 | 988 | 37.85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,105 | 0.86 | 441 | 24.23 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 96,000 | 37.14 | 20,115 | 68.49 | |||
| 2025-08-11 | 13F | 花旗集团 | Call | 215,200 | 157.72 | 45,091 | 216.64 | |||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 12,519 | 5.61 | 2,623 | 29.79 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 86,985 | 16.75 | 18,226 | 43.42 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 4,610 | 95.92 | 96,593 | 140.70 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 1,555 | 153.67 | 32,582 | 211.66 | |||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 6,646 | 18.13 | 1,393 | 45.15 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 368,472 | 13.14 | 77,206 | 39.00 | ||||
| 2025-05-23 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 4,085 | 34.29 | 697 | 29.37 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 25,780 | 6.81 | 5,402 | 31.22 | ||||
| 2025-07-15 | 13F | 水平财务顾问公司 | 1,082 | 227 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 83,748 | 15,346 | ||||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 4,506 | 30.42 | 944 | 60.27 | ||||
| 2025-06-26 | NP | FCLAX - 富达顾问工业基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 151,364 | 2.23 | 27,736 | 6.12 | ||||
| 2025-08-11 | 13F | 战略股权管理 | 1,318 | 276 | ||||||
| 2025-08-05 | 13F | 西格玛规划公司 | 16,424 | 9.52 | 3,441 | 34.57 | ||||
| 2025-08-25 | NP | RGLIX - RBC 全球股票领袖基金 I 类 | 500 | 105 | ||||||
| 2025-07-17 | 13F | 第一乡村银行 /CT/ | 1,300 | 272 | ||||||
| 2025-07-24 | 13F | 强塔咨询服务 | 40,568 | 3.98 | 8,500 | 56.91 | ||||
| 2025-08-08 | 13F | 安联保险 | 4,844 | 1,015 | ||||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 14,492 | 19.43 | 3,037 | 46.74 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 22,639 | 4,744 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 7,328 | 5.79 | 1,657 | 31.43 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 192,824 | 13.10 | 35,333 | 17.41 | ||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 3,759 | 5.47 | 788 | 29.65 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 6,102,211 | 38.15 | 1,278,596 | 74.93 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 194,236 | 33.46 | 40,698 | 63.97 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,291,030 | 9.84 | 236,568 | 14.02 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 40,272 | 9.50 | 8,438 | 34.53 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 2,263 | 3.33 | 386 | -0.52 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 125,771 | 273.67 | 26,353 | 359.09 | ||||
| 2025-03-18 | 13F | 托马资本管理有限公司 | 2,872 | 508 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 126 | 38.46 | 26 | 73.33 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 13,207 | 0.81 | 2,767 | 23.86 | ||||
| 2025-07-21 | 13F | 平资本管理有限公司 | Call | 7,000 | 169.23 | 1,467 | 230.93 | |||
| 2025-08-14 | 13F | Ieq资本有限公司 | 33,485 | 243.82 | 7,016 | 322.65 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 57 | 1.79 | 10 | 11.11 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 3,296 | 15.33 | 691 | 41.68 | ||||
| 2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 1,051 | 239 | ||||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 3,914 | 145.85 | 820 | 202.58 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 111,524 | 6.40 | 23,368 | 30.72 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,547 | 3.00 | 324 | 26.56 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 125,936 | 44.86 | 26,387 | 77.98 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 907 | 24.93 | 190 | 48.44 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 160,486 | 1.59 | 29,407 | 5.45 | ||||
| 2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 11,249 | 2,357 | ||||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 4,893 | 8.11 | 1,025 | 32.94 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 10,020 | 21.63 | 2,099 | 49.50 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 76,046 | 1.19 | 15,934 | 24.31 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 427 | 0.71 | 89 | 23.61 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 4,578 | 2.85 | 989 | 59.87 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 17 | 41.67 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 259 | 34.20 | 54 | 68.75 | ||||
| 2025-05-01 | 13F | 钢峰财富管理有限公司 | Put | 68 | -5.56 | |||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,272 | 2.50 | 267 | 26.07 | ||||
| 2025-05-01 | 13F | 钢峰财富管理有限公司 | Call | 119 | -25.16 | |||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 92,692 | 1.92 | 19,422 | 25.21 | ||||
| 2025-07-28 | NP | UDOW - ProShares UltraPro Dow30 | 67,612 | 1.09 | 14,017 | 20.02 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 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 | 94 | 17 | ||||||
| 2025-07-17 | 13F | 科华富财富 | 2,037 | 15.15 | 347 | 10.86 | ||||
| 2025-08-12 | 13F | Pfc 资本集团公司 | 1,066 | 0 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -12,914 | -49.04 | -2,706 | -37.41 | |||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 19,050 | 5.13 | 3,491 | 9.13 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 4,748 | 105.90 | 995 | 152.93 | ||||
| 2025-07-25 | 13F | M3 咨询集团有限责任公司 | 1,194 | 250 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 5,197 | 6.28 | 1,089 | 30.61 | ||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 146,973 | 17.07 | 26,931 | 21.52 | ||||
| 2025-08-12 | 13F | 运行点资本顾问有限责任公司 | 1,028 | 215 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 184,270 | 6.93 | 38,610 | 31.37 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 832 | 22.35 | 152 | 26.67 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 5,327,443 | 3.83 | 1,116,259 | 27.56 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 7,020 | 3.05 | 1,455 | 22.37 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 3,407 | 21.94 | 714 | 49.79 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 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 | 4,034,685 | 4.83 | 836,471 | 24.45 | ||||
| 2025-08-11 | 13F | 遗产顾问有限责任公司 | 16,722 | 3,504 | ||||||
| 2025-07-25 | 13F | 乌迪内财富管理有限公司 | 1,711 | 359 | ||||||
| 2025-08-08 | 13F | 贝拉德公司 | 2,119 | 54.90 | 444 | 90.13 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 26,607 | 13.82 | 5,516 | 35.13 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 61,226 | 6.11 | 12,829 | 30.37 | ||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 1,260 | 264 | ||||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 1,639 | 4.93 | 343 | 28.95 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 32,051 | 0.04 | 6,716 | 22.90 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 12,932 | 6.03 | 2,710 | 30.24 | ||||
| 2025-06-30 | NP | DYLG - Global X Dow 30 备兑看涨期权和成长 ETF | 343 | 30.42 | 63 | 34.78 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 2,128 | 446 | ||||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 1,922 | 48.99 | 403 | 82.73 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,180,677 | 0.09 | 247,387 | 22.97 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 5,775 | 19.59 | 1,210 | 47.02 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 342,756 | 1.67 | 62,807 | 5.54 | ||||
| 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 | 356,804 | 0.36 | 65,381 | 4.18 | ||||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 3,733 | 0.78 | 783 | 52.33 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 133,126 | 83.09 | 24,394 | 90.07 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 13,263 | 2,779 | ||||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 2,332 | 13.87 | 489 | 39.83 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 1,575 | 3.69 | 330 | 35.25 | ||||
| 2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 1,369 | 0.66 | 287 | 23.81 | ||||
| 2025-08-14 | 13F | 指南针财富管理有限责任公司/GA | 1,574 | 330 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 131,425 | 10.00 | 27,539 | 35.15 | ||||
| 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 | 1,077,690 | 8.99 | 223,427 | 29.40 | ||||
| 2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 64 | 13 | ||||||
| 2025-08-14 | 13F | 黑石集团公司 | 200,000 | 41,906 | ||||||
| 2025-07-15 | 13F | 退休收入解决方案公司 | 972 | 204 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 15,539 | 11.48 | 3,256 | 36.94 | ||||
| 2025-08-28 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 2,748 | 576 | ||||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 208,705 | 48.21 | 43,730 | 82.08 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 多重对冲策略基金可变年金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 4,290 | 19.53 | 899 | 46.73 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 17,000 | 8.28 | 3,115 | 18.22 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 1,374,604 | 30.26 | 288,021 | 60.03 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 665,108 | 3,202.10 | 139,360 | 3,957.06 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 1,128 | 236 | ||||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 225,074 | 19.90 | 47,160 | 47.30 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 12,654 | 72.00 | 2,651 | 111.40 | ||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 1,097 | 230 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 151,080 | 579.62 | 31,656 | 735.00 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 7,455 | 1.15 | 1,562 | 24.26 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 1,360 | 9.06 | 285 | 33.96 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 367 | 17.63 | 77 | 43.40 | ||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 23,100 | 156.67 | 4,840 | 215.51 | ||||
| 2025-07-28 | 13F | 切萨皮克财富管理 | 1,000 | 210 | ||||||
| 2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 1,703 | 1.85 | 357 | 24.91 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 3,171 | 86.31 | 664 | 128.97 | ||||
| 2025-06-26 | NP | FDGFX - 富达股息增长基金 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 | 1,306,700 | 6.34 | 239,440 | 10.39 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 365,509 | 4.27 | 76,585 | 28.10 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 1,190 | 129.73 | 249 | 182.95 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 62,234 | 4.00 | 13,040 | 27.77 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 1,151 | 241 | ||||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 6,291 | 1,318 | ||||||
| 2025-08-08 | 13F | 融合资本有限责任公司 | 5,165 | 15.21 | 1,082 | 41.62 | ||||
| 2025-08-26 | NP | TGRW - T. Rowe 价格增长股票 ETF 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 | 14,202 | 2.19 | 2,976 | 25.53 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 16,488 | 1.18 | 3,455 | 36.31 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 271,210 | 4.47 | 56,827 | 28.34 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 1,205 | 271 | ||||||
| 2025-08-12 | 13F | 银色信托公司 | 21,204 | 4.74 | 4,443 | 28.68 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 1,449 | 6.00 | 304 | 30.04 | ||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 109,524 | 22,949 | ||||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 13,921 | 4.21 | 2,917 | 28.01 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 2,802 | 1.37 | 587 | 24.63 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 278,146 | 3.59 | 58,280 | 27.27 | ||||
| 2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 999 | 209 | ||||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 3,790 | 5.87 | 794 | 30.16 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 5,000 | 150.00 | 1,048 | 207.04 | |||
| 2025-07-15 | 13F | 诺登集团有限公司 | 6,875 | 0.79 | 1,441 | 23.82 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 1,414 | 296 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 5,000 | 1,048 | |||||
| 2025-08-08 | 13F | 坎贝尔迪根财富管理有限责任公司 | 1,244 | 261 | ||||||
| 2025-08-14 | 13F | 维斯塔资本合伙公司 | 1,073 | 225 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 5,451 | 1.68 | 1,142 | 25.22 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 151,732 | 12.09 | 31,457 | 33.08 | ||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 8,260 | 1.72 | 1,731 | 25.00 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,334,451 | 4.20 | 279,608 | 28.01 | ||||
| 2025-08-14 | 13F | 格林维尔资本有限责任合伙 | 425,000 | 70.00 | 89,050 | 108.86 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 1,874 | 12.28 | 393 | 38.03 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 11,067 | 2.27 | 2,319 | 25.69 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 17,992 | 14.74 | 3,770 | 40.95 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 2,350 | 492 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 19,904 | 0.97 | 4,170 | 24.03 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 964 | 7.71 | 202 | 33.77 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 1,106 | 232 | ||||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 1,517 | 0 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 991 | 23.72 | 208 | 52.21 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 2,975 | 6.02 | 623 | 30.33 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 11,946 | 25.34 | 2,503 | 54.03 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 10,303 | 4.94 | 2,159 | 28.91 | ||||
| 2025-05-23 | NP | DWSH - AdvisorShares Dorsey Wright 空头 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 14,114 | 41.81 | 2,957 | 74.25 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 521,986 | 4.86 | 109,372 | 28.52 | ||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 5,557 | 3.10 | 1,164 | 26.66 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 161,794 | 0.38 | 33,901 | 23.32 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 6,271 | 9.92 | 1,314 | 35.08 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 6,480 | 10.39 | 1,358 | 35.56 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 3,010 | 1 | ||||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 1,806,226 | 338 | ||||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 10,046 | 3.51 | 2,105 | 27.13 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 10,056 | 3.92 | 2,107 | 27.70 | ||||
| 2025-07-10 | 13F | 阿伯财富顾问有限责任公司 | 5,239 | 1,098 | ||||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 1,350 | 283 | ||||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 262,965 | 4.48 | 48,186 | 8.45 | ||||
| 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 | 10 | 25.00 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 36,899 | 0.30 | 7,650 | 19.07 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 30,128 | 44.31 | 6,313 | 77.30 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 14,097 | 2.99 | 2,954 | 26.52 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 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 | 4,870 | 0.62 | 1,010 | 19.41 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,199 | 6.03 | 461 | 30.31 | ||||
| 2025-08-12 | 13F | 钱尼资本管理公司 | 2,872 | 0.07 | 602 | 22.90 | ||||
| 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 | 202,991 | 1,301.87 | 34,620 | 1,472.92 | ||||
| 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 | 51,789 | 10.02 | 9,490 | 14.22 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 7,760 | 256.95 | 1,627 | 337.10 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 30,555 | 4.79 | 6,402 | 28.76 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 17,459 | 0.22 | 3,658 | 23.12 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 3,759 | 2.82 | 788 | 26.32 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132,110 | 9.08 | 23,070 | 22.55 | ||||
| 2025-08-13 | 13F | 克利尔街有限责任公司 | 1,976 | 414 | ||||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 3,109 | 651 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 2,868 | 17.93 | 601 | 44.93 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 1,261 | 0.64 | 264 | 23.94 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 15,993 | 0.89 | 3,351 | 23.97 | ||||
| 2025-07-24 | 13F | 灯塔桥财富合作伙伴有限责任公司 | 1,695 | 0.36 | 355 | 23.26 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 573,047 | 9.29 | 120,071 | 34.27 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 5,348 | 115.65 | 1,121 | 165.40 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 894,774 | 6.75 | 187,482 | 31.14 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 4,139 | 14.46 | 867 | 40.75 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 13,142 | 2.14 | 2,754 | 25.48 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 39,002 | 62.02 | 8,172 | 92.60 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 8,584 | 3.62 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 1,010 | 212 | ||||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 1,013 | 212 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 443 | 88.51 | 93 | 130.00 | ||||
| 2025-07-10 | 13F | 太平洋资产管理有限公司 | 1,094 | 229 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 3,300 | 691 | |||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 802 | 12.32 | 168 | 38.84 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 183,423 | 59.32 | 38,433 | 95.73 | ||||
| 2025-07-02 | 13F | 挪威储蓄银行 | 9,828 | 11.69 | 2,059 | 37.27 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 重点增长投资组合 I 类 | 20,621 | 4,321 | ||||||
| 2025-08-12 | 13F | 克雷文斯顾问有限公司 | 9,030 | 0.87 | 1,892 | 23.98 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 4,902 | 0.06 | 1,027 | 22.99 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 21,396 | 4,483 | ||||||
| 2025-08-14 | 13F | 马斯特斯资本管理有限公司 | Call | 200,000 | 41,906 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 1,609,500 | 20.13 | 337 | 47.81 | |||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 34,900 | 7,313 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 36,600 | 7,669 | |||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 463 | 51.31 | 97 | 86.54 | ||||
| 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 | 45 | 21.62 | 8 | 33.33 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 36,900 | 7,732 | ||||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 574,845 | 120,447 | ||||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 1,803 | 16.47 | 378 | 43.35 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 375,421 | 0.57 | 78,662 | 23.55 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 2,293 | 7.50 | 480 | 32.23 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 6,404 | 10.49 | 1,342 | 35.73 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,041,601 | 187.87 | 218,247 | 253.67 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 4,292,000 | 1.82 | 899,303 | 25.09 | |||
| 2025-08-12 | 13F | 马斯科资本管理有限公司 | 500,960 | 47.59 | 104,966 | 81.33 | ||||
| 2025-07-28 | 13F | WJ财富管理有限责任公司 | 1,200 | 251 | ||||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 187,335 | 3.43 | 39,252 | 27.07 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 15,416 | 14.09 | 3,230 | 40.19 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 276 | 1.85 | 58 | 23.91 | ||||
| 2025-07-11 | 13F | 天际线顾问公司 | 2,641 | 0.53 | 553 | 23.44 | ||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 2,201 | 29.47 | 461 | 59.52 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 103,600 | 0.91 | 22 | 23.53 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 25,149 | 4.54 | 5,269 | 28.45 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 2,727 | 571 | ||||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 2,349 | 41.42 | 492 | 73.85 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 4,006 | 0.28 | 839 | 23.20 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 214,177 | 49.59 | 44,877 | 83.77 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 2,533 | 1.60 | 531 | 24.71 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 3,093 | 648 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 9,848 | 68.31 | 2,063 | 106.92 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 13,908 | 2,914 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 58,567 | 27.65 | 12,272 | 56.82 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 4,517 | 14.04 | 946 | 40.15 | ||||
| 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 | 1,662,433 | 1.07 | 304,624 | 4.92 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 52,527 | 8.74 | 11,659 | 41.51 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 198,220 | 21.00 | 41,533 | 48.66 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 30,778 | 22.88 | 6,449 | 50.97 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 8,474 | 2.07 | 1,776 | 25.44 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,701 | 5.13 | 356 | 29.45 | ||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 5,563 | 1.40 | 949 | -1.66 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,353 | 1.20 | 283 | 24.12 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 8,984 | 14.68 | 1,882 | 40.87 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 70,007 | 40.42 | 14,670 | 72.55 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,455 | 305 | ||||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 12,062 | 57.10 | 2,527 | 93.05 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 10,321 | 32.37 | 2,163 | 62.68 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 2,117 | 55.89 | 444 | 91.77 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 24,849 | 14.39 | 5,207 | 40.51 | ||||
| 2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 7,450 | 19.41 | 1,561 | 46.62 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 158,506 | 1.71 | 33,212 | 24.96 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 5,950 | 10.74 | 1,247 | 36.03 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 21,639 | 4.94 | 4,534 | 28.95 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 4,928 | 59.02 | 1,033 | 95.45 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 5,419 | 1 | ||||||
| 2025-08-26 | NP | 贝莱德资本配置信托 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 | 53,930 | 13.48 | 11,300 | 39.41 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 3,837 | 4.27 | 804 | 28.07 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 179,476 | 5.08 | 32,887 | 9.09 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 8,144 | 57.49 | 2 | |||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 3,754 | 53.29 | 787 | 88.49 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,490 | 312 | ||||||
| 2025-07-16 | 13F | Phil A. Younker 及合伙人有限公司 | 2,671 | 60.81 | 560 | 97.53 | ||||
| 2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 2,150 | 450 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 16,711 | 25.86 | 3,501 | 54.64 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 5,044 | 0.44 | 1,057 | 23.36 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 202 | 49.63 | 42 | 90.91 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 3,059 | 12.67 | 641 | 38.23 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 4,992 | 2.57 | 1,046 | 25.90 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,963,274 | 9.27 | 821,666 | 29.72 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 8,365 | 2.64 | 1,753 | 26.13 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 96,650 | 20,251 | ||||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 294,269 | 2.51 | 61,008 | 21.70 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 16,674 | 6.18 | 3,494 | 30.43 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 553 | 101 | ||||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 7,726 | 0.25 | 1,718 | 22.47 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 1,067 | 224 | ||||||
| 2025-07-22 | 13F | 达文波特有限公司 | 113,873 | 0.93 | 23,860 | 24.00 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 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 | 64,972 | 13,614 | ||||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 8,637 | 503.56 | 2 | |||||
| 2025-08-29 | 13F | 半人马座金融公司 | 16,056 | 11.89 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 4,739 | 0.42 | 993 | 23.38 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 654,644 | 9.60 | 119,957 | 13.77 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 1,098 | 230 | ||||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 4,860 | 15.49 | 1,018 | 41.98 | ||||
| 2025-07-30 | 13F | 第一州际银行 | 976 | 205 | ||||||
| 2025-07-29 | NP | PJFG - PGIM Jennison 聚焦增长 ETF | 14,041 | 30.71 | 2,911 | 55.20 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 1,080 | 125.00 | 226 | 179.01 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,975 | 4.77 | 362 | 8.73 | ||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 5,815 | 1.27 | 1,218 | 24.41 | ||||
| 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 | 28 | 16.67 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | 林基投资 | 1,170 | 245 | ||||||
| 2025-08-06 | 13F | Aspetuck 财务管理有限责任公司 | 1,105 | 232 | ||||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 117 | 25 | ||||||
| 2025-08-06 | 13F | 森吉咨询小组 | 1,477 | 8.28 | 306 | 39.09 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 271 | 44.15 | 57 | 75.00 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 1,509 | 316 | ||||||
| 2025-08-26 | NP | 贝莱德战略全球债券基金公司 - 贝莱德战略全球债券基金公司投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 786 | 165 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 3,486 | 25.80 | 730 | 52.08 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 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 | 124,365 | 0.46 | 26,058 | 23.43 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 19,422 | 15.31 | 4,069 | 36.50 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 673,715 | 80.19 | 139,675 | 113.93 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 3,764 | 1.92 | 789 | 25.28 | ||||
| 2025-07-21 | 13F | 格拉西投资管理公司 | 45,007 | 10.56 | 9 | 50.00 | ||||
| 2025-07-23 | 13F | 科恩投资顾问有限责任公司 | 13,090 | 5.17 | 2,743 | 29.22 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,475 | 3.17 | 422 | -0.47 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 2,592 | 37.58 | 543 | 69.16 | ||||
| 2025-08-07 | 13F | 商业银行 | 55,278 | 7.38 | 11,582 | 31.93 | ||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 13,467 | 359.00 | 2,822 | 464.20 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 2,526 | 3.10 | 529 | 26.86 | ||||
| 2025-08-15 | 13F | DCM 顾问有限责任公司 | 12,543 | 8.23 | 2,628 | 33.47 | ||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 11,003 | 3.19 | 2,305 | 26.79 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 150,080 | 5.74 | 31 | 29.17 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 8,923 | 55.29 | 1,870 | 90.71 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 83,509 | 10.52 | 17,313 | 31.21 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 173,848 | 0.72 | 36,042 | 19.58 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 251 | 23.04 | |||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Put | 27,400 | 5,741 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 44,975 | 3.19 | 9,424 | 26.77 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 2,855 | 49.16 | 598 | 100.00 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 56,100 | 19.73 | 11,755 | 47.09 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 4,050 | 848 | ||||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Call | 222,400 | 1,012.00 | 46,599 | 1,266.14 | |||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 129,698 | 0.05 | 27,176 | 22.91 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 37,632,339 | 12.07 | 7,885,104 | 37.68 | ||||
| 2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 3,996 | 0.96 | 837 | 24.00 | ||||
| 2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 1,213 | 254 | ||||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 95 | 35.71 | 20 | 72.73 | ||||
| 2025-07-29 | 13F | 维奥利奇资本管理公司 | 1,100 | 230 | ||||||
| 2025-07-14 | 13F | 康拉德西格尔投资顾问公司 | 1,381 | 289 | ||||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 3,408 | 5.22 | 714 | 29.35 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 20 | 150.00 | 4 | 300.00 | ||||
| 2025-08-08 | 13F | 创意策划 | Put | 500 | 2 | |||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 5,907 | 54.51 | 1,238 | 89.72 | ||||
| 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 | 224,836 | 0.76 | 41,199 | 4.59 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 379 | 2.99 | 69 | 7.81 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 491 | 7.44 | 102 | 27.85 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 4,247,226 | 49.46 | 889,920 | 83.62 | ||||
| 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 | 28,766 | 58.35 | 5,271 | 64.41 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通创新者基金 Y 级 | 646 | 19.41 | 135 | 46.74 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 100,958 | 6.71 | 21,154 | 31.23 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 135,694 | 2.02 | 28,432 | 25.34 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 136,093 | 58.91 | 28,516 | 95.23 | ||||
| 2025-08-19 | 13F/A | L1资本有限公司 | 400 | 84 | ||||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 19,849 | 3.48 | 4,159 | 27.12 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 800 | 14.29 | 168 | 35.77 | ||||
| 2025-04-01 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,211 | 4.54 | 390 | 23.81 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 3,945 | 35.10 | 827 | 65.86 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 9,482 | 3.66 | 1,987 | 27.31 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 2,155 | -222.03 | 452 | -244.55 | ||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 700 | 145 | ||||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 7,543 | 2.95 | 1,580 | 26.50 | ||||
| 2025-08-14 | 13F | 丰益投资顾问有限公司 | 6,000 | 50.00 | 1,257 | 84.31 | ||||
| 2025-07-22 | 13F | 华威投资管理公司 | 1,191 | 250 | ||||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 3,855 | 11.58 | 680 | 32.04 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 38,473 | 8,061 | ||||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 9,172 | 6.65 | 1,922 | 31.04 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 246,086 | 8,287.39 | 11 | |||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 1,465 | 1.95 | 307 | 24.90 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 1,146 | 240 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 3,402 | 713 | ||||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 1,720 | 0.70 | 360 | 23.71 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 10,740 | 2,250 | ||||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 1,123 | 235 | ||||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 423,900 | 2.23 | 88,820 | 25.59 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 3,852 | 25.35 | 807 | 54.01 | ||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 2,594 | 1.81 | 544 | 25.12 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 1,415 | 0.07 | 296 | 22.82 | ||||
| 2025-08-05 | 13F | 康普顿金融集团有限责任公司 | 1,160 | 243 | ||||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 32,011 | 251.23 | 5,651 | 193.81 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 13,197 | 11.73 | 3 | 0.00 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 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 | 74,294 | 19.56 | 13,614 | 24.12 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 3,450 | 16.95 | 723 | 43.54 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 961,487 | 13.93 | 201,460 | 39.96 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 1,315 | 8.68 | 276 | 33.50 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 48,969 | 9.38 | 10,152 | 29.87 | ||||
| 2025-08-04 | 13F | IMS投资管理服务有限公司分析师 | 5,874 | 302.05 | 1 | |||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 1,424 | 2.45 | 298 | 25.74 | ||||
| 2025-06-26 | NP | LCFLX - Lord Abbett 专注于大盘价值基金 C 类 | 6,190 | 1,134 | ||||||
| 2025-08-15 | 13F | 蓝边资本有限责任公司 | 10,733 | 2,249 | ||||||
| 2025-08-05 | 13F | 卡森咨询公司 | 4,983 | 1.01 | 1,044 | 24.14 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 194,951 | 5.52 | 41 | 29.03 | ||||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 74 | 16 | ||||||
| 2025-08-06 | 13F | 地平线投资服务有限责任公司 | 1,137 | 238 | ||||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 1,356 | 284 | ||||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 561,566 | 0.93 | 118 | 24.47 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 28,723 | 2.29 | 6,018 | 25.66 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 6,978 | 0.13 | 1,462 | 23.06 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 657 | 136 | ||||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 1,548 | 810.59 | 324 | 1,057.14 | ||||
| 2025-07-18 | 13F | 客户第一咨询集团有限公司 | 1,165 | 244 | ||||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 2,738 | 5.39 | 574 | 29.35 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 2,550 | 9.77 | 534 | 34.85 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 404,340 | 5.95 | 84,721 | 30.16 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 10,068 | 1.90 | 2,110 | 25.16 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 1,482 | 2.14 | 311 | 25.51 | ||||
| 2025-08-11 | 13F | 凯龙资本管理有限公司 | 1,680 | 5.53 | 352 | 29.89 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 67,798 | 9.99 | 12,423 | 14.18 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 4,014 | 10.46 | 841 | 35.86 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 54,817 | 0.98 | 11,486 | 24.07 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 94,700 | 84.96 | 3,016 | 764.18 | |||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 1,251 | 262 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 12,058 | 3.60 | 2,527 | 27.25 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 125,151 | 149.16 | 26,223 | 206.12 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 0 | 0 | ||||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 640 | 540.00 | 134 | 688.24 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,464 | 154.17 | 304 | 203.00 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 40,000 | 8,381 | |||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 966,837 | 29,759.08 | 202,581 | 36,599.46 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 145,000 | 30,382 | |||||
| 2025-07-17 | 13F | ERn 金融有限责任公司 | 1,464 | 0.76 | 307 | 23.89 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -74,083 | -9.99 | -15,523 | 10.59 | |||
| 2025-08-11 | 13F | 洞察 2811 公司 | 3,248 | 1.56 | 681 | 24.77 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 222,354 | 18,679.90 | 46,590 | 23,078.61 | ||||
| 2025-07-18 | 13F | Fmb财富管理 | 2,056 | 0.05 | 431 | 22.86 | ||||
| 2025-07-30 | 13F | CMG 全球控股有限公司 | 42,293 | 53.17 | 9,998 | 105.47 | ||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 1,134 | 238 | ||||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 170,231 | 1.45 | 31,193 | 5.31 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 73,492 | 12.94 | 13,467 | 17.24 | ||||
| 2025-08-14 | 13F | 和谐资产管理有限公司 | 4,069 | 0.49 | 852 | 23.48 | ||||
| 2025-07-15 | 13F | 金融合作伙伴集团公司 | 1,201 | 252 | ||||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 8,148 | 44.88 | 1,707 | 78.00 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,916 | 25.96 | 611 | 54.82 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 55 | 5.77 | 12 | 37.50 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | Call | 160,400 | 27.30 | 33,609 | 56.40 | |||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 81,278 | 83.56 | 17,030 | 125.53 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 8,715 | 4.68 | 1,826 | 28.68 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 6,598 | 10.10 | 1,382 | 35.23 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 452 | 155.37 | 95 | 213.33 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,696 | 30.87 | 565 | 60.68 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 6,980 | 34.46 | 1,463 | 65.20 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 7,581 | 36.69 | 1,588 | 68.04 | ||||
| 2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 2,360 | 4.42 | 494 | 28.31 | ||||
| 2025-08-13 | 13F | 领资本管理有限责任公司 | 12,829 | 1.18 | 2,688 | 24.33 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 1,697 | 0.59 | 395 | 50.76 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 306 | 2.00 | 64 | 20.75 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 1,770 | 250 | ||||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 938 | 22.94 | 197 | 50.77 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 5,054 | 1,059 | ||||||
| 2025-07-08 | 13F | 博尔特伍德资本管理公司 | 3,670 | 1.24 | 769 | 24.27 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | Short | -5,594 | -22.54 | -1,172 | -4.79 | |||
| 2025-08-14 | 13F | 斯塔利资本顾问公司 | 308,715 | 0.36 | 64,685 | 23.30 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 18,502 | 1.24 | 3,877 | 24.39 | ||||
| 2025-08-14 | 13F | 克劳福德基金管理有限责任公司 | Put | 156,000 | 8.11 | 32,687 | 32.82 | |||
| 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 | 273,957 | 14.79 | 50,200 | 19.16 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,441 | 1.96 | 511 | 25.25 | ||||
| 2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 2,000 | 341 | ||||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1,084 | 225 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 66,306 | 217.57 | 13,893 | 290.25 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 717,555 | 2.98 | 150,349 | 26.51 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 15,173 | 3,179 | ||||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 11,366 | 223.54 | 2,382 | 251.70 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 172,871 | 0.38 | 36,222 | 23.33 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 20,370 | 2.59 | 4,268 | 26.05 | ||||
| 2025-08-13 | 13F | RW投资管理有限责任公司 | 4,691 | 15.23 | 983 | 41.50 | ||||
| 2025-08-04 | 13F | 贝尔恩财富咨询服务有限责任公司 | 1,518 | 318 | ||||||
| 2025-08-22 | NP | FFIDX - 富达基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 270,500 | 56,678 | ||||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 219,961 | 0.18 | 46,088 | 23.08 | ||||
| 2025-07-16 | 13F | 凯利于尔根斯财富管理有限公司 | 14,938 | 2.94 | 3,130 | 26.52 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 421 | 40.33 | 88 | 72.55 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 1,432 | 300 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 240 | 30.43 | 52 | 67.74 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 78,603 | 39.58 | 16,470 | 71.48 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 6,336,089 | 3.52 | 1,161,025 | 7.46 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 21,402,221 | 2.69 | 4,484,407 | 26.16 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 68,811 | 106.50 | 11,926 | 128.97 | ||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 3,420 | 0.91 | 717 | 23.88 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 11,100 | 1,893 | |||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 5,800 | 989 | |||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 65,051 | 0.46 | 13,630 | 23.43 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 19,159 | 37.55 | 4,014 | 69.01 | ||||
| 2025-08-12 | 13F | 泰勒马克资产管理有限责任公司 | 100,000 | 20,953 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 141,169 | 19.23 | 29,579 | 46.48 | ||||
| 2025-08-18 | 13F | 第二线资本有限责任公司 | 1,098 | 230 | ||||||
| 2025-08-21 | NP | BUZZ - VanEck Vectors 社会情绪 ETF | 4,616 | 139.54 | 967 | 194.82 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 1,875 | 393 | ||||||
| 2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 1,097 | 230 | ||||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 1,083 | 227 | ||||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 1,001 | 210 | ||||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 188,000 | 187,900.00 | 39,392 | 231,611.76 | |||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 11,800 | 76.12 | 2,472 | 91.18 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 166,100 | 34,803 | |||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 812,393 | 7.67 | 170,221 | 32.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,770 | 0.91 | 371 | 23.75 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 2,963 | 14.84 | 621 | 40.91 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 2,454 | 514 | ||||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 533 | 2.50 | 112 | 26.14 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 845 | 144 | ||||||
| 2025-07-23 | 13F | 家族遗产公司 | 13,435 | 1.80 | 2,815 | 25.07 | ||||
| 2025-07-30 | 13F | 道德公司 | 12,224 | 28.62 | 2,623 | 64.08 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,903 | 11.88 | 399 | 37.24 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 27,024,986 | 4.56 | 5,602,820 | 24.13 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 988 | 11.26 | 207 | 37.09 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 5,167 | 1.85 | 1,083 | 25.09 | ||||
| 2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 947 | 224 | ||||||
| 2025-07-11 | 13F | 布西财富管理 | 6,732 | 3.28 | 1,411 | 26.91 | ||||
| 2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 53,647 | 2.51 | 11,241 | 25.94 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 300,000 | 302 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 47,923 | 123.01 | 10,041 | 174.04 | ||||
| 2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 97,864 | 1.15 | 20,505 | 24.27 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,232 | 258 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 3,512 | 736 | ||||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 87 | 74.00 | 18 | 125.00 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 541,031 | 113,362 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 9,452 | 0.44 | 1,981 | 23.44 | ||||
| 2025-08-12 | 13F | NWF咨询服务公司 | 3,187 | 23.38 | 543 | 18.82 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 966 | 202 | ||||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 4,694 | 36.14 | 1,110 | 88.61 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 292 | 29.78 | 61 | 60.53 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 38 | 7 | ||||||
| 2025-08-20 | NP | ADANX - AQR 多元化套利基金 N 级 | Short | -54,000 | -11,315 | |||||
| 2025-08-07 | 13F | 基调金融服务有限公司 | 1,540 | 0.85 | 323 | 23.85 | ||||
| 2025-08-14 | 13F | 威彻斯特资本管理有限公司 | Put | 86,300 | 18,082 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,215 | 5.10 | 255 | 28.93 | ||||
| 2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 306,340 | 1.06 | 63,510 | 19.97 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 3,848 | 10.61 | 806 | 35.92 | ||||
| 2025-06-30 | NP | 道指 - Global X Dow 30 备兑看涨 ETF | 20,274 | 22.99 | 3,715 | 27.71 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 4,908 | 47.56 | 1,028 | 81.31 | ||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 1,199 | 251 | ||||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 1,140 | 0 | ||||||
| 2025-07-24 | 13F | Invictus 私人财富有限公司 | 955 | 200 | ||||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 1,526 | 27.49 | 320 | 58.71 | ||||
| 2025-07-18 | 13F | 中西部金融集团有限责任公司 | 8,800 | 2.03 | 1,844 | 25.37 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -7,014 | -1,470 | |||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | Short | -19,388 | -3,553 | |||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 1,320 | 7.93 | 277 | 32.69 | ||||
| 2025-07-10 | 13F | 契卡索资本管理有限公司 | 2,437 | 0.91 | 1 | |||||
| 2025-08-05 | 13F | 伯尼公司/ | 6,290 | 1.48 | 1,318 | 24.60 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 64,794 | 4.43 | 11,873 | 8.40 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 1,793 | 248.16 | 0 | |||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 12,578 | 2.61 | 2,635 | 26.08 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 28,329 | 453.63 | 5,936 | 580.62 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 6,059 | 33.19 | 1,270 | 63.74 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 2,109 | 20.24 | 442 | 47.49 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 284,983 | 34.13 | 60 | 63.89 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 2,712 | 3.00 | 568 | 26.50 | ||||
| 2025-07-14 | 13F | 战略规划公司 | 1,856 | 317 | ||||||
| 2025-08-14 | 13F | Unisphere成立 | 614,000 | 5.86 | 128,651 | 30.06 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 458 | 29.38 | 96 | 60.00 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 951 | 199 | ||||||
| 2025-07-24 | 13F | 冯伯格财富管理集团有限责任公司 | 1,171 | 268 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 86,700 | 18,166 | ||||||
| 2025-08-06 | 13F | LeClair财富合伙公司 | 1,314 | 1.00 | 275 | 24.43 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 4,070 | 39.86 | 853 | 71.77 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 1,584 | 16.73 | 332 | 43.29 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 547,209 | 22.22 | 114,657 | 50.16 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 19,369 | 13.06 | 4,016 | 34.24 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 8,063 | 19.26 | 1,689 | 46.49 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 90,308 | 26.81 | 19,366 | 56.98 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 14,181 | 30.11 | 2,971 | 59.90 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,386 | 1.82 | 16,251 | 20.87 | ||||
| 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 | 244,624 | 0.47 | 44,825 | 4.29 | ||||
| 2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 56,300 | 1.21 | 1,383 | -85.42 | ||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 9,680 | 2,028 | ||||||
| 2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 3,644 | 88.71 | 764 | 131.91 | ||||
| 2025-07-22 | 13F | 金融洞察公司 | 1,086 | 228 | ||||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 19,400 | 4,065 | ||||||
| 2025-08-22 | NP | 基石总回报基金公司 | 12,400 | 21.57 | 2,598 | 49.40 | ||||
| 2025-08-28 | NP | SBQAX - AmericaFirst 大盘股回购基金 A 类 | 105 | 22 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 84,137 | 26.91 | 17,630 | 55.91 | ||||
| 2025-07-25 | 13F | 第1858章 | 6,316 | 1,323 | ||||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 1,672 | 34.84 | 350 | 65.88 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 1,351 | 1.35 | 283 | 24.67 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 23,186 | 6.72 | 4,858 | 31.12 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 244,604 | 66.14 | 51,252 | 104.11 | |||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 7,996 | 1.73 | 1,675 | 25.00 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 14,780 | 7.98 | 3,097 | 32.65 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 2,326 | 2.20 | 0 | |||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 1,441 | 302 | ||||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 10,342 | 189.61 | 2,167 | 255.67 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 16,300 | 986.67 | 3,415 | 1,239.22 | |||
| 2025-08-14 | 13F | 瑞银集团 | Put | 438,800 | 35.68 | 91,942 | 66.70 | |||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 22,800 | 1,800.00 | 4,777 | 2,241.67 | |||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,041,390 | 12.48 | 218,202 | 38.18 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,988 | 20.19 | 417 | 47.52 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 157,118 | 33 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 46,132 | 101.87 | 9,666 | 139.02 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 57,803 | 7.31 | 12,111 | 31.84 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 78,503 | 23.98 | 16,449 | 52.31 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 1,653,857 | 10.32 | 347 | 35.69 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite 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 | 2,261 | 21.56 | 414 | 26.22 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 12,434 | 13.76 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | PFG顾问 | 5,863 | 28.55 | 1,229 | 58.04 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 2,252 | 13.34 | 472 | 39.35 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 15,972 | 195.12 | 3,347 | 262.51 | ||||
| 2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 160,180 | 33,563 | ||||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 115 | 24 | ||||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 134 | 168.00 | 0 | |||||
| 2025-06-26 | NP | FWOZX - 富达女性领导力基金 富达顾问女性领导力基金：Z 级 | 6,176 | 1,132 | ||||||
| 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 | 45,004 | 21.97 | 9,330 | 44.81 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,108,105 | 0.50 | 386,289 | 4.32 | ||||
| 2025-08-22 | NP | FGRTX - 富达巨型股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 849,580 | 6.03 | 178,012 | 30.26 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 1,086 | 41.59 | 0 | |||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 3,813 | 8.51 | 799 | 33.22 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 7,819 | 2.32 | 1,638 | 25.71 | ||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 1,505 | 315 | ||||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 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 | 76,136 | 44.83 | 15,785 | 71.94 | ||||
| 2025-07-31 | 13F | 北极星资产管理有限公司 | 2,832 | 0.53 | 593 | 23.54 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 4,625 | 28.26 | 969 | 57.56 | ||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 1,317 | 0.08 | 276 | 22.77 | ||||
| 2025-08-13 | 13F | 扩张资本管理有限公司 | 86,599 | 26.26 | 18,145 | 55.13 | ||||
| 2025-07-09 | 13F | 湾河集团 | 7,400 | 3.28 | 1,551 | 26.95 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 6,034 | 154.71 | 1,264 | 212.87 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 4,688 | 4.55 | 982 | 28.53 | ||||
| 2025-08-14 | 13F | 贝克资本管理有限公司 | 14,421 | 3,022 | ||||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,122 | 235 | ||||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 57,508 | 0.82 | 12,050 | 23.87 | ||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 700 | 16.67 | 147 | 43.14 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 54 | 11 | ||||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 140,000 | 652.69 | 29,334 | 824.78 | |||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 150 | 50.00 | 26 | 47.06 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | Call | 200 | 9 | |||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,512 | 1.89 | 277 | 6.13 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 10,865 | 99.61 | 2,099 | 126.19 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 96 | 20 | ||||||
| 2025-07-29 | 13F | 哈钦森第一国民银行 | 1,096 | 230 | ||||||
| 2025-08-11 | 13F | EMC资本管理公司 | 500 | 25.00 | 0 | |||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 18,793 | 16.31 | 3,938 | 42.90 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 6,546 | 0.94 | 1,372 | 23.96 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 2,230 | 9.80 | 467 | 34.97 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 3,552 | 1.78 | 776 | 37.59 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 13,305 | 12.21 | 2,788 | 37.83 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,282 | 3.20 | 11,668 | 22.52 | ||||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 27,747 | 77.00 | 5,814 | 117.39 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 12,087 | 12.05 | 2,533 | 37.68 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 25 | 5 | ||||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 1,710 | 4.01 | 358 | 27.86 | ||||
| 2025-07-17 | 13F | 拉扎里资本管理公司 | 31,322 | 1.55 | 6,563 | 24.75 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / 伊利诺伊州 | 1,373 | 288 | ||||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 1,455 | 6.20 | 305 | 30.47 | ||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 1,470 | 308 | ||||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 1,682 | 352 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 38,283 | 14.50 | 8,021 | 40.67 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | Call | 7,400 | 1,551 | |||||
| 2025-08-13 | 13F | 安南代尔资本有限责任公司 | 1,007 | 0 | ||||||
| 2025-07-11 | 13F | 谢尔顿财富管理有限公司 | Call | 1,000 | 210 | |||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 80 | 8.11 | 15 | 7.69 | ||||
| 2025-07-31 | 13F | 卡迪尼亚有限公司 | 9,006 | 514.74 | 1,887 | 657.83 | ||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 3,439 | 6.17 | 721 | 30.43 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 73,502 | 2.48 | 15,401 | 25.90 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 2,778 | 52.47 | 582 | 87.42 | ||||
| 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 | 101,487 | 19.48 | 21,040 | 41.86 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 12,615,602 | 21.47 | 2,643,347 | 49.23 | ||||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 4,634 | 5.56 | 971 | 29.68 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 66,773,360 | 1.70 | 13,991,022 | 24.95 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 1,749 | 7.70 | 366 | 32.61 | ||||
| 2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 1,753,928 | 26.70 | 363,624 | 50.42 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 15 | 400.00 | 3 | |||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 2,258 | 473 | ||||||
| 2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 13,300 | 23.15 | 2,757 | 46.18 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,749 | 79.38 | 777 | 113.46 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 1,288 | 1.50 | 270 | 24.54 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 1,779 | 3.31 | 373 | 26.96 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 2,038 | 21.89 | 427 | 49.82 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 9,917 | 3.88 | 2,078 | 27.58 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 1,424 | 4.48 | 298 | 28.45 | ||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 26,149 | 5,479 | ||||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 1,423,404 | 14.91 | 298,246 | 41.17 | ||||
| 2025-08-08 | 13F | KBC 集团 | 65,035 | 6.84 | 14 | 30.00 | ||||
| 2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 1,930 | 404 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 6,487 | 1,359 | ||||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 35,741 | 2,878.42 | 7,489 | 3,141.56 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 128,254 | 55.47 | 26,873 | 91.01 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | Call | 200 | 0 | |||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | Call | 128,000 | 6.67 | 26,820 | 31.04 | |||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 907 | 190 | ||||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 916 | 16.84 | 0 | |||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 18,112 | 9.11 | 3,795 | 34.05 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 415,446 | 24.62 | 87 | 55.36 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 6,538 | 1.07 | 1,198 | 5.00 | ||||
| 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 | 8,174 | 31.61 | 1,498 | 36.59 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 4,476 | 6.90 | 938 | 31.23 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 35,170 | 0.22 | 7,369 | 23.12 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 38,193 | 15.40 | 7,918 | 37.01 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 18,010 | 4.48 | 3,774 | 28.38 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 50,878 | 40.71 | 8,981 | 30.31 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 185,662 | 6.56 | 38,902 | 30.91 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 3,598 | 43.35 | 754 | 75.93 |
