机构和基金投资人持股 - 买家
在信诺集团中开设新头寸的主要持有者包括 MFEGX - MFS成长基金A, 声音观察资本有限责任公司, 弗里斯通格罗夫合伙公司, DME 资本管理有限合伙人, Marex 集团, Marex 集团, 交响金融有限公司, Glenmede投资管理有限公司, 未来资产证券（美国）有限公司, 未来资产证券（美国）有限公司, CSM 顾问有限责任公司, 萨斯奎哈纳投资组合策略有限责任公司, 耆那全球有限公司, 佩登和里格尔, QVAL - Alpha Architect 美国量化价值 ETF, MFS 可变保险信托 - MFS 成长系列初始类别, PYVLX - Payden 股权收益基金（投资者类别）, 瑞穗证券美国有限公司, ONEV - SPDR Russell 1000 低波动性焦点 ETF, 和 太平洋精选基金 - 成长投资组合 I 类 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 3,103 | 5.26 | 1,026 | 5.78 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 17,400 | 0.58 | 5,752 | 1.07 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,236,239 | 1,461.01 | 408,676 | 1,468.51 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 513,382 | 32.80 | 169,714 | 33.44 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 295,800 | 7.25 | 97,786 | 7.77 | |||
| 2025-08-13 | 13F | 法国外贸银行 | 223,884 | 69.49 | 74,012 | 71.14 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 5,686 | 77.02 | 1,880 | 77.94 | ||||
| 2025-07-23 | 13F | 克拉克与斯图尔特公司 | 930 | 12.05 | 307 | 12.45 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 86,800 | 71.88 | 28,694 | 72.71 | |||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 28,241 | 11.40 | 9,336 | 11.93 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 504,100 | 52.53 | 166,645 | 53.26 | |||
| 2025-07-24 | 13F | IFP 顾问公司 | 10,066 | 1.83 | 3,339 | 2.68 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 156 | 44 | ||||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 60 | 20 | ||||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 78,479 | 27.40 | 26 | 25.00 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 740 | 5.56 | 245 | 6.09 | ||||
| 2025-08-26 | NP | BUSA - Brandes 美国价值 ETF | 17,954 | 2.99 | 5,935 | 3.49 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 12,196 | 0.19 | 4,012 | 19.37 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 6,547 | 3.99 | 2,164 | 4.49 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 9 | 3 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 5,351 | 3.66 | 1,769 | 4.12 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 19,829 | 3.51 | 6,554 | 4.02 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 33,896 | 57.48 | 11,205 | 58.24 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 1,008 | 3.49 | 333 | 4.06 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 839 | 277 | ||||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 1,164 | 1.22 | 385 | 1.59 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 3,508 | 0.52 | 1,160 | 5.17 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 757 | 250 | ||||||
| 2025-06-25 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 3,973 | 312.14 | 1,351 | 334.08 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 20,689 | 1.57 | 6,841 | 2.06 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 3,510 | 40.12 | 1,160 | 40.78 | ||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | 5,526 | 1,827 | ||||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 91 | 30 | ||||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 6,826 | 2,257 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 313,378 | 0.36 | 103,596 | 0.84 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 73,485 | 7.60 | 24,988 | 24.36 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 331,087 | 15.37 | 104,835 | 18.28 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 1,273 | 37.92 | 421 | 38.61 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 5,817 | 2.00 | 1,923 | 2.45 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 3,440 | 1.03 | 1,137 | 1.52 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 185 | 14.91 | 0 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 532,183 | 215.51 | 175,929 | 217.03 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 615 | 203 | ||||||
| 2025-08-21 | NP | FVALX - Forester 价值基金 N 级 | 160 | 33.33 | 53 | 33.33 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 100,535 | 0.33 | 33,235 | 0.81 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 1,949 | 164.09 | 644 | 166.12 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 8,700 | 2,876 | ||||||
| 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 | 278 | 12.10 | 95 | 30.56 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,380 | 19.38 | 437 | 22.13 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,163 | 1.88 | 736 | 17.79 | ||||
| 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 | 83,311 | 0.47 | 28,329 | 16.12 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 4,183 | 0.02 | 1,383 | 0.44 | ||||
| 2025-03-27 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 5,212 | 27.93 | 1,533 | 19.58 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 5,606 | 16.79 | 1,775 | 19.77 | ||||
| 2025-06-26 | NP | FCMVX - 富达中型价值 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,031 | 144.31 | 351 | 182.26 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 11,960 | 3,480.84 | 3,954 | 3,526.61 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 2,985 | 23.55 | 987 | 24.18 | ||||
| 2025-07-17 | 13F | 凯恩投资集团有限公司 | 14,604 | 1.34 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 9,264 | 1.62 | 3,062 | 2.10 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 1,206 | 32.24 | 399 | 32.67 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 10,396 | 18.26 | 3,535 | 36.70 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 9,433 | 3,118 | ||||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 765 | 253 | ||||||
| 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 | 20,525 | 1.98 | 6,979 | 17.87 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 50,984 | 64.50 | 17 | 60.00 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 3,309 | 6.91 | 1,094 | 7.37 | ||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 55,200 | 31.74 | 18,770 | 52.27 | ||||
| 2025-08-27 | NP | TLLVX - 大盘价值基金 | 2,988 | 1.29 | 988 | 1.75 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 330 | 3.45 | 109 | 4.81 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 71,796 | 0.22 | 23,734 | 0.70 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 1,784 | 151.27 | 590 | 152.79 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 7,198 | 5.14 | 2,448 | 21.50 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 155 | 51 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 52,688 | 16.64 | 17,418 | 17.20 | ||||
| 2025-08-26 | NP | QAAGZX - T. Rowe Price 健康科学投资组合 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 | 39,881 | 8.00 | 13,184 | 8.51 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 9 | 50.00 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 586,449 | 300.13 | 193,868 | 302.05 | ||||
| 2025-06-26 | NP | DUSA - 戴维斯精选美国股票 ETF | 59,590 | 2.61 | 20,263 | 18.60 | ||||
| 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 | 403,154 | 7.09 | 137,088 | 23.77 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 411 | 8.73 | 130 | 12.07 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 4 | 1 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 15,740 | 3.70 | 5,203 | 4.21 | ||||
| 2025-08-25 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 1,430 | 8.09 | 473 | 3.06 | ||||
| 2025-04-22 | NP | IEDAX - Voya 大盘价值基金 A 类 | 31,124 | 1.01 | 9,613 | -7.65 | ||||
| 2025-05-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL 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 | 4,009 | 10.38 | 1,319 | 31.54 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 9,700 | 5.43 | 3,207 | 5.95 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 1,314 | 115.41 | 434 | 117.00 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 222,006 | 7.24 | 73,391 | 7.75 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 9 | 80.00 | 3 | 100.00 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 9 | 3 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 23,077 | 3.39 | 7,629 | 3.89 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 34 | 12 | ||||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 1,430 | 473 | ||||||
| 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 | 10 | 25.00 | 3 | 50.00 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 31,615 | 11.04 | 10 | 11.11 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 389,637 | 257.40 | 127,811 | 256.32 | ||||
| 2025-08-29 | NP | JAFMX - 健康科学信托资产净值 | 13,901 | 9.29 | 4,595 | 9.82 | ||||
| 2025-08-13 | 13F | Rhenman & Partners 资产管理公司 | 32,000 | 13.48 | 10,579 | 14.02 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 4,106 | 8.80 | 1,357 | 9.35 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 656 | 217 | ||||||
| 2025-07-21 | 13F | 山顶国家银行 | 33 | 83.33 | 11 | 150.00 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 1,251 | 14.67 | 413 | 15.36 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 1,323,404 | 132,240.40 | 437,491 | 132,875.68 | ||||
| 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 | 178 | 50.85 | 59 | 52.63 | ||||
| 2025-08-22 | NP | FDHT - 富达数字健康 ETF | 529 | 3.52 | 175 | 3.57 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 4,793 | 1,584 | 207.57 | |||||
| 2025-07-15 | 13F | 第五第三银行 | 26,508 | 0.74 | 8,763 | 1.22 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 4,700 | 4.44 | 1,554 | 4.93 | ||||
| 2025-07-21 | 13F | 影响力投资者公司 | 2,417 | 22.38 | 799 | 23.11 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 2,072 | 26.34 | 685 | 26.90 | ||||
| 2025-07-25 | 13F | 希维克全球医疗保健有限责任公司 | 16,500 | 32.00 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 6,743 | 6.31 | 2,229 | 6.86 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 8,700 | 295.45 | 2,876 | 297.79 | |||
| 2025-07-14 | 13F | 种子财富管理公司 | 653 | 216 | ||||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,667 | 245.13 | 551 | 248.73 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 40 | 100.00 | 14 | 160.00 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 319,596 | 69.54 | 105,652 | 70.36 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 3,100 | 1,450.00 | 1,025 | 1,475.38 | |||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,679 | 555 | ||||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 101 | 74.14 | 33 | 73.68 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 11,725 | 966.88 | 3,876 | 973.68 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 1,494 | 1.22 | 494 | 1.65 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 35,758 | 11,821 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 23,958 | 33.15 | 8,147 | 53.90 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 36 | 24.14 | 12 | 22.22 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 890 | 0.11 | 294 | 0.68 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 32 | 11 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 6,921 | 42.23 | 2,288 | 43.00 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 623 | 206 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 667,561 | 25.83 | 220,682 | 26.44 | ||||
| 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 | 275,073 | 1.22 | 87,099 | 3.78 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 882 | 292 | ||||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,462 | 151.36 | 3,789 | 152.60 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 36,749 | 10.16 | 12,496 | 27.32 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 237,640 | 9.19 | 78,213 | 10.02 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 829 | 9.08 | 221 | -12.99 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 48,913 | 12.64 | 16,170 | 13.18 | ||||
| 2025-07-15 | 13F | 榕树资本管理公司 | 55,505 | 2.01 | 18,349 | 2.50 | ||||
| 2025-08-14 | 13F | 联合资本有限责任公司 | 121,109 | 27.12 | 40,036 | 27.73 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 2,842 | 3.68 | 939 | 4.22 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 4,192 | 8.26 | 1,425 | 25.11 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 1,256 | 32.21 | 415 | 33.01 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 2,117 | 700 | ||||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 4,810 | 1,590 | ||||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 4,415 | 27.09 | 1,460 | 27.76 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 10,771 | 5.92 | 3,561 | 6.43 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 12,768 | 19.04 | 4,221 | 19.61 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 37,921 | 159.70 | 13 | 200.00 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 491 | 0.61 | 162 | 1.25 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 3,400 | 8.97 | 1,124 | 9.45 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,516 | 15.02 | 501 | 15.70 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 39 | 2.63 | 13 | 0.00 | ||||
| 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 | 15 | 5 | ||||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 7,664 | 0.56 | 2,534 | 1.04 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 10,779 | 17.64 | 3,665 | 35.99 | ||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 294,081 | 24.19 | 97,217 | 24.78 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 40,497 | 9.78 | 13,387 | 11.65 | ||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 2,537 | 8.37 | 839 | 8.83 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 1,157 | 67.20 | 382 | 68.28 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 1,032 | 5.52 | 341 | 6.23 | ||||
| 2025-08-26 | NP | PUTNAM 可变信托 - Putnam VT 全球医疗保健基金 IA 类股票 | 7,300 | 135.48 | 2,413 | 136.80 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 2,444 | 3.04 | 808 | 3.46 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 954 | 127.14 | 315 | 128.26 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,037 | 29.79 | 343 | 30.53 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 47,255 | 16.92 | 15,425 | 17.38 | ||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,102,707 | 3.75 | 374,964 | 19.92 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 65,518 | 4.64 | 21,659 | 5.14 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 3,732 | 5.22 | 1,269 | 21.67 | ||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 785 | 0.13 | 259 | 0.39 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 9,572 | 5.27 | 3,031 | 7.91 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 118 | 0.85 | 39 | 2.63 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 12,550 | 23.32 | 4,149 | 23.89 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,560 | 13.87 | 516 | 14.44 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 4,206 | 830.53 | 1,390 | 839.19 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 48,236 | 0.40 | 16,402 | 16.04 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 17,694 | 39.13 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 1,004 | 13.32 | 332 | 13.75 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,651 | 3.12 | 523 | 5.67 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 214,062 | 0.33 | 70,765 | 0.81 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 672 | 22.18 | 222 | 23.33 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 5,927 | 17.18 | 2,015 | 35.42 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 2,348 | 8.20 | 776 | 8.84 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 104,277 | 20.01 | 35,458 | 38.71 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,775 | 1.76 | 917 | 2.23 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 6,251 | 0.14 | 2,067 | 0.63 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 1,800 | 495 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 3,665,396 | 1.68 | 1,211,707 | 2.17 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 139 | 36.27 | 46 | 39.39 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 16,729 | 13.99 | 5,530 | 14.54 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 75,580 | 6.37 | 25 | 4.35 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 1,196 | 1.44 | 395 | 2.07 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 171,530 | 20.61 | 56,725 | 21.20 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 4,240 | 2.44 | 1,402 | 2.94 | ||||
| 2025-08-14 | 13F | 德肖公司 | 961,330 | 581.97 | 317,796 | 585.24 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,734 | 904 | ||||||
| 2025-08-14 | 13F | 德肖公司 | Call | 43,100 | 8.84 | 14,248 | 9.36 | |||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 18,382 | 0.73 | 6,251 | 16.43 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 262,029 | 269 | ||||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,578 | 88.31 | 1 | |||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 189,801 | 59.81 | 62,744 | 60.58 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 52,442 | 37.99 | 17,323 | 38.36 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,108 | 0.54 | 366 | 1.10 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 947 | 4.41 | 313 | 5.03 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 733 | 0.14 | 242 | -0.82 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 593 | 196 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 148,840 | 16.58 | 49 | 16.67 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 11,989 | 61.51 | 3,796 | 65.62 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 3,650 | 109.29 | 1,207 | 110.47 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 721 | 238 | ||||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 695 | 0.87 | 230 | 1.33 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 30,048 | 142.48 | 9,927 | 144.30 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,174 | 73.93 | 388 | 74.77 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,657 | 878 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 13,583 | 7.10 | 4,490 | 7.62 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 4,594 | 5.25 | 1,519 | 5.71 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 4,589 | 8.10 | 1,453 | 10.83 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 1,098 | 363 | ||||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 2,125 | 4.99 | 702 | 5.56 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 7,900 | 3.89 | 2,612 | 24.39 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 423 | 3.93 | 0 | |||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 111,010 | 9.48 | 36,698 | 10.01 | ||||
| 2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 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 | 7,653 | 13.38 | 2,423 | 16.27 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,103 | 363 | ||||||
| 2025-05-29 | NP | VICTORY 可变保险基金 - Victory RS 大盘 Alpha VIP 系列 I 类 | 73,610 | 24.30 | 24,218 | 48.09 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 1,200 | 26.98 | 384 | 29.39 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 51,300 | 145.45 | 16,959 | 146.63 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 8,171 | 7.12 | 2,701 | 7.65 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 678 | 224 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 4,646 | 32.55 | 1,536 | 32.33 | ||||
| 2025-03-27 | NP | 富国银行主信托 - 富国银行大型公司价值投资组合大型公司价值投资组合 | 10,771 | 11.25 | 3,169 | 3.97 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 859 | 0.35 | 284 | 0.71 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 165,251 | 1.78 | 54,629 | 2.27 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,263 | 3.10 | 418 | 3.47 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 671 | 61.69 | 222 | 62.50 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 2,294 | 8.51 | 758 | 9.06 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 3,808 | 32.08 | 1,259 | 32.70 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 11,010 | 16.50 | 3,640 | 17.05 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 11,837 | 7.93 | 3,913 | 8.45 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 2,054 | 4.85 | 679 | 5.28 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 10,599 | 3,604 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 2,671 | 0.60 | 883 | 1.15 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 695 | 230 | ||||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 320 | 15.94 | 0 | |||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 1,767 | 57.63 | 584 | 58.70 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,351 | 34.58 | 1,108 | 35.16 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 515,402 | 4.78 | 170,382 | 5.29 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 1,252 | 6.92 | 414 | 7.27 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 58 | 107.14 | 0 | |||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 2,065 | 2.69 | 579 | -14.60 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 20,243 | 8.73 | 6,410 | 11.46 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 1,361 | 66.59 | 450 | 67.54 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 549,176 | 100.58 | 181,547 | 101.55 | ||||
| 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 | 289,900 | 22.73 | 98,578 | 41.85 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 38,134 | 40.18 | 12,967 | 62.03 | ||||
| 2025-08-26 | NP | CRIHX - CRM 多/空机会基金机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 29,685 | 10,094 | ||||||
| 2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,044 | 32.07 | 5,965 | 32.71 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 5,167 | 18.10 | 1,381 | -4.03 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 482 | 3.43 | 153 | 6.29 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 15,490 | 46.24 | 5,121 | 46.96 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 25,159 | 27.00 | 8,317 | 27.62 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 60 | 20 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,361 | 15.22 | 1,483 | 33.15 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 458 | 15.08 | 151 | 16.15 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 964 | 2,195.24 | 261 | 1,764.29 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 94 | 14.63 | 32 | 29.17 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 2,254 | 745 | ||||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 3,032 | 10.62 | 960 | 13.48 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 151,145 | 0.83 | 51,395 | 16.53 | ||||
| 2025-08-13 | 13F | 法国集团 | 16,171 | 5,322 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 13,857 | 6.05 | 4,388 | 8.72 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 1,569 | 0.84 | 424 | 1.44 | ||||
| 2025-08-26 | NP | PRHSX - T. Rowe Price 健康科学基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 720,172 | 4.13 | 238,074 | 4.63 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 7,100 | 1,193.26 | 2,248 | 1,230.18 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 192 | 64 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,129 | 10.79 | 317 | -7.87 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 1,236 | 65.02 | 406 | 72.77 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 9,630 | 13.08 | 3,183 | 13.64 | ||||
| 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 | 2,838 | 1.54 | 965 | 17.40 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 174,534 | 5.18 | 57,697 | 5.68 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 9,654 | 839.11 | 3,191 | 844.08 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 58,535 | 9.87 | 18,133 | 3.08 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 930 | 0.11 | 307 | 0.66 | ||||
| 2025-03-31 | NP | FLRG - 富达美国多因素 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 | 4,677 | 11.54 | 1,376 | 4.32 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 19,700 | 23.12 | 6,512 | 23.71 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 6,462,953 | 2.64 | 2,136,543 | 3.14 | ||||
| 2025-07-24 | NP | FSHCX - 医疗保健服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 345,072 | 0.09 | 109,264 | 2.61 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 24 | 8 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 13,433 | 47.50 | 4,441 | 76.61 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 230,259 | 3,143.08 | 76,119 | 3,159.91 | ||||
| 2025-08-13 | 13F | 挪威银行 | 3,359,025 | 1,110,426 | ||||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 18,123 | 0.53 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 6,336 | 3.33 | 2,095 | 3.87 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 1,442 | 15.08 | 477 | 15.53 | ||||
| 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 | 2,502 | 97.94 | 827 | 99.28 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 69,949 | 6.86 | 23,785 | 23.51 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 13,533 | 13.07 | 4,474 | 13.61 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 13 | 62.50 | 4 | 100.00 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 4,914 | 3.52 | 1,518 | -5.36 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,082 | 4.68 | 688 | 5.20 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 76,591 | 18.21 | 25,319 | 18.77 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 12,047 | 27.79 | 3,982 | 28.41 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 3,339 | 32.97 | 1,104 | 33.54 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,540 | 6.21 | 509 | 6.71 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 64,065 | 23.69 | 21,179 | 24.29 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 1,191 | 1.53 | 394 | 1.81 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 1,969 | 651 | ||||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 2,719 | 7.94 | 899 | 8.45 | ||||
| 2025-07-10 | 13F | Rfg 控股公司 | 1,180 | 2.16 | 390 | 2.90 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 701 | 0.29 | 232 | 0.87 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 13,574 | 24.52 | 4,487 | 49.07 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 59 | 20 | ||||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 11,003 | 1,278.82 | 4 | |||||
| 2025-08-29 | NP | GBCIX - Gabelli 股息增长基金 I 类 | 1,100 | 22.22 | 364 | 22.64 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 2,355 | 779 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 116 | 3.57 | 38 | 5.56 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 10,712 | 17.14 | 3,541 | 17.72 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 13,893 | 33.15 | 4,571 | 58.63 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 2,741 | 12.43 | 906 | 12.97 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 1,534 | 71.21 | 507 | 72.45 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 3,974 | 1,314 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 126,341 | 6.19 | 41,766 | 6.70 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 60,925 | 28.94 | 20,141 | 29.56 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 151 | 50 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,641 | 15.47 | 4,953 | 18.38 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 2,469 | 3.26 | 1 | |||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 65,355 | 21,605 | ||||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 845 | 279 | ||||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 18,200 | 5.76 | 5,763 | 8.43 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 688 | 4.24 | 227 | 4.61 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 45,805 | 17.05 | 15,159 | 17.74 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 3,526 | 12.47 | 1,166 | 13.00 | ||||
| 2025-05-12 | 13F | Ccm投资集团有限责任公司 | 18,677 | 7.52 | 6,071 | 27.01 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 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 | 1,569 | 44.74 | 519 | 45.51 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 45,583 | 1.32 | 14,997 | 20.71 | ||||
| 2025-07-25 | NP | UGIEX - 全球股票收益基金份额 | 1,318 | 165.73 | 417 | 172.55 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 59,200 | 19,570 | ||||||
| 2025-08-07 | 13F | 佩登和里格尔 | 31,300 | 10 | ||||||
| 2025-08-28 | NP | GPAFX - Victory RS 大盘 Alpha 基金 A 类 | 50,390 | 1.80 | 16,658 | 2.28 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,830 | 1.50 | 605 | 1.85 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 35,151 | 0.55 | 11,620 | 1.03 | ||||
| 2025-08-12 | 13F | 联合银行 | 116,837 | 0.34 | 38,624 | 0.82 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,941,124 | 1.15 | 636,029 | 0.72 | ||||
| 2025-08-11 | 13F | 信托银行 | 4,966 | 0.36 | 1,642 | 0.86 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 8,633 | 2,854 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,745 | 49.27 | 577 | 50.00 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 78,150 | 64.60 | 25,835 | 65.39 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 81,600 | 38.20 | 26,975 | 38.87 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 23,100 | 0.43 | 7,636 | 0.91 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,456 | 118.62 | 481 | 120.64 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 8,880 | 47.90 | 2,936 | 48.61 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 17 | 5 | ||||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 690 | 0.73 | 228 | 1.33 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 73,405 | 1.83 | 24,266 | 2.32 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 70,072 | 14.18 | 23,827 | 31.96 | ||||
| 2025-07-29 | NP | BPGIX - Boston Partners 全球股票基金机构级 | 3,876 | 26.21 | 1,227 | 29.43 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,060 | 218.89 | 681 | 220.75 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,061 | 4.83 | 1,012 | 5.31 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 15,400 | 250.00 | 5,091 | 251.76 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 9,900 | 191.18 | 3,273 | 192.67 | |||
| 2025-08-07 | 13F | 虎钳技术公司 | 11,756 | 192.51 | 3,886 | 250.41 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 16,736 | 7.58 | 5,533 | 8.09 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 6,632 | 435.70 | 2,196 | 436.67 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 998 | 21.86 | 330 | 22.30 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 636 | 108.52 | 201 | 113.83 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 5,204 | 10.16 | 1,720 | 10.68 | ||||
| 2025-06-26 | NP | SGIDX - Steward Global 股票收益基金 A 类 | 32,615 | 4.80 | 11,090 | 21.12 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 26,018 | 8,601 | ||||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 5,301 | 4.15 | 1,752 | 4.66 | ||||
| 2025-06-26 | NP | FACDX - 富达顾问医疗保健基金 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 | 290,000 | 3.57 | 98,612 | 19.71 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 780 | 3.59 | 258 | 4.05 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 6,991 | 11.98 | 2,377 | 29.47 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 38,959 | 12,879 | ||||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 4,189 | 5.70 | 1,385 | 6.22 | ||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 50,508 | 3.82 | 16,697 | 4.32 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 516 | 128.32 | 175 | 165.15 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 8,453 | 9.47 | 2,794 | 10.00 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 4,155 | 4.24 | 1,374 | 4.73 | ||||
| 2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 25,979 | 8,226 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 23,683 | 2.27 | 8,053 | 18.20 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 65,299 | 3.84 | 21,587 | 4.34 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 492 | 163 | ||||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 13,373 | 3,934 | ||||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 608 | 201 | ||||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 50,356 | 8.90 | 16,647 | 9.42 | ||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 457,600 | 151,273 | ||||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 12,586 | 5.06 | 4,161 | 5.56 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 18,825 | 3.77 | 5,539 | -12.44 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 22,397 | 7,404 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 769 | 86.20 | 254 | 88.15 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 944,823 | 25.82 | 311,347 | 26.02 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,543 | 21.40 | 510 | 22.01 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,660 | 89.67 | 7,160 | 127.09 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 214 | 71 | ||||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 516 | 20.00 | 175 | 38.89 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 584 | 2.46 | 193 | 3.21 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 2,038 | 20.31 | 674 | 20.83 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 679,702 | 224,696 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 97,600 | 32,265 | |||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,800 | 4.90 | 595 | 5.50 | ||||
| 2025-08-06 | 13F | 南州公司 | 554 | 1.28 | 183 | 2.23 | ||||
| 2025-07-24 | NP | SHSSX - 贝莱德健康科学机会投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 222,702 | 68.93 | 70,516 | 73.19 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,182 | 6.52 | 1,324 | 9.24 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 1,523,463 | 2.29 | 518,038 | 18.22 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 931 | 7.26 | 308 | 7.72 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 65,960 | -314.96 | 22,429 | -348.47 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 12,016 | 1.99 | 3,972 | 2.50 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 36,313 | 2.98 | 12,004 | 3.47 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 855 | 283 | ||||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 20 | 33.33 | 6 | 25.00 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 7,070 | 49.66 | 2,337 | 50.39 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,201 | 4.53 | 408 | 20.71 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 1,468 | 1.38 | 485 | 1.89 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 21,692 | 2.68 | 7,171 | 3.17 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 837 | 9.99 | 265 | 12.77 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 8,406 | 1.95 | 2,779 | 2.43 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,826 | 4.82 | 604 | 5.24 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 638 | 211 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 413 | 275.45 | 137 | 277.78 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 4,693 | 4.85 | 1,551 | 5.37 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 2,724 | 126.06 | 895 | 126.01 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 234,592 | 1.93 | 74,281 | 4.51 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 495 | 58.15 | 168 | 82.61 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,758 | 581 | ||||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 324,813 | 19.83 | 107,377 | 20.41 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 2,244 | 238.97 | 742 | 241.47 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 962 | 4.23 | 304 | 0.00 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,051 | 347 | ||||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 191 | 65 | ||||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 467 | 1.30 | 154 | 1.99 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 16,110 | 5.58 | 5,326 | 6.08 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 15 | 5 | ||||||
| 2025-06-25 | NP | PYVLX - Payden 股权收益基金（投资者类别） | 22,100 | 7,515 | ||||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 552 | 17.20 | 188 | 35.51 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 9,992 | 0.38 | 3,287 | 19.61 | ||||
| 2025-07-25 | 13F | Pzena 投资管理有限公司 | 523,600 | 9.66 | 173,092 | 10.19 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 2,532 | 16.57 | 802 | 19.55 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 1,922 | 174.57 | 635 | 174.89 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 17,072 | 8.50 | 5,805 | 25.41 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 350 | 47.68 | 116 | 49.35 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,542 | 1.05 | 1,501 | 1.56 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 1,980 | 1.49 | 655 | 2.03 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,133 | 6.48 | 359 | 9.15 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 5,018 | 37.07 | 1,659 | 37.79 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 1,587 | 18.08 | 525 | 18.55 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 13,807 | 11.58 | 4,372 | 14.39 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 869 | 0.12 | 287 | 0.70 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - 贝莱德事件驱动股票基金投资者 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 | 137,584 | 54.37 | 43,565 | 58.27 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 208,909 | 1.55 | 58,833 | -6.11 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 20,521 | 54.61 | 6,784 | 55.36 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 177,733 | 12.89 | 58,755 | 13.43 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 40 | 13 | ||||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 474,072 | 156,719 | ||||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 73,017 | 40.15 | 24,138 | 40.81 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 15,715 | 17.04 | 5,344 | 35.27 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 55,157 | 358.99 | 3,971 | 0.43 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 2,321 | 20.76 | 767 | 21.36 | ||||
| 2025-08-08 | 13F | 创意策划 | 78,426 | 3.27 | 25,926 | 3.77 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 295 | 19.43 | 100 | 38.89 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 22,869 | 7,560 | ||||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 6,068 | 21.02 | 2,006 | 21.59 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 4 | 1 | ||||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 339 | 6.60 | 107 | 9.18 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 4,912 | 74.31 | 1,624 | 75.08 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 4,341 | 1 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 23,590 | 1.55 | 7,798 | 2.04 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 106 | 35 | ||||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 30,633 | 39.09 | 10,127 | 39.77 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 1,255 | 1.05 | 415 | 1.47 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 1,288 | 59.21 | 426 | 59.77 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 1,905 | 46.20 | 1 | |||||
| 2025-08-14 | 13F | 部门资产管理公司 | 1,800 | 595 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 3,344 | 17.83 | 1,106 | 18.44 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 117 | 25.81 | 39 | 26.67 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 14,842 | 6.72 | 4,700 | 9.41 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 12,593 | 3.07 | 4,163 | 3.56 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 3,472 | 0.73 | 1,148 | 1.15 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 673 | 0.45 | 222 | 0.91 | ||||
| 2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 88,136 | 13.42 | 29,136 | 13.96 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 654 | 216 | ||||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 12,691 | 0.75 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 7,140 | 227.67 | 2,360 | 229.61 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 5,854 | 20.55 | 1,935 | 21.16 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 94,708 | 0.60 | 31,308 | 1.08 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 8,850 | 36.81 | 2,802 | 40.31 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 884 | 5.11 | 292 | 5.80 | ||||
| 2025-05-27 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 102,703 | 3.56 | 33,789 | 23.38 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 5,764 | 14.62 | 1,905 | 4.33 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 2,856 | 2.81 | 944 | 3.28 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 4,312 | 15.70 | 1,365 | 18.59 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 88,122 | 18.22 | 29,128 | 18.78 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 2,706 | 890 | ||||||
| 2025-03-31 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,138 | 5.25 | 7,396 | -1.65 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 1,472 | 11.52 | 487 | 11.98 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 3,200 | 299.00 | 1,058 | 302.28 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 14,482 | 5 | ||||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 900 | 298 | |||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 3,820 | 15.03 | 1,263 | 15.57 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 4,663 | 2.17 | 1,541 | 2.66 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 1,034 | 0.10 | 0 | |||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 1,733 | 5.86 | 573 | 6.32 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 1,912 | 29.54 | 632 | 30.31 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 76,427 | 1.86 | 25 | 4.17 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 1,225 | 4.88 | 405 | 5.47 | ||||
| 2025-08-29 | NP | QVAL - Alpha Architect 美国量化价值 ETF | 23,371 | 7,726 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 9,602 | 11.63 | 3,040 | 14.46 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 428 | 36.86 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 37,686 | 2.22 | 12,458 | 2.71 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 4,493 | 98.54 | 1,485 | 99.60 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 52,606 | 0.49 | 17,390 | 0.98 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 114,550 | 8.70 | 37,868 | 9.22 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 44,852 | 11.51 | 15 | 7.69 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 716 | 3.92 | 237 | 4.42 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 660 | 218 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 11,464 | 3,790 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 709,730 | 18.27 | 234,401 | 18.96 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 6,633 | 32.18 | 2,193 | 32.85 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 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 | 107,900 | 35,670 | ||||||
| 2025-08-19 | 13F | Marex 集团 | Put | 90,000 | 29,752 | |||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 404,753 | 1,057.16 | 133,803 | 1,062.80 | ||||
| 2025-08-19 | 13F | Marex 集团 | 90,196 | 29,817 | ||||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 154,651 | 31.38 | 51,125 | 32.01 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 4,237 | 1.46 | 1,401 | 1.97 | ||||
| 2025-06-18 | NP | OFVIX - O'Shaughnessy 市场领导者价值基金 I 类 | 3,954 | 190.52 | 1,345 | 214.02 | ||||
| 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 | 1,629 | 21.39 | 554 | 40.36 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,864 | 0.43 | 616 | 0.98 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 655 | 0.46 | 217 | 0.93 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 5,337 | 0.06 | 1,764 | 0.57 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 19,449 | 1.01 | 6,429 | 1.50 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 43,585 | 3.86 | 14,408 | 4.36 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 18,466 | 6,104 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 5,232 | 1.43 | 1,730 | 1.94 | ||||
| 2025-08-14 | 13F | 8 节管理有限公司 | 79,617 | 85.31 | 26,320 | 68.67 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 9,430 | 8.07 | 3,118 | 8.61 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,581 | 4.63 | 529 | 5.60 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 642 | 212 | ||||||
| 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 | 51,365 | 1.97 | 16,980 | 2.46 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 550,706 | 55.95 | 182,052 | 56.70 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 665 | 0.61 | 220 | 0.92 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 28,721 | 352.73 | 9,494 | 345.94 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,970 | 61.48 | 651 | 62.34 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 3,046 | 32.03 | 1,007 | 32.85 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 1,674 | 1.15 | 553 | 1.65 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 46,883 | 36.27 | 15,499 | 36.92 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 20,500 | 327.08 | 6,777 | 329.13 | |||
| 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 | 18,954 | 9.96 | 6,445 | 27.10 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 761 | 1.47 | 251 | 2.03 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 225 | 4.17 | 74 | 4.23 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 616,626 | 13.94 | 203,844 | 14.49 | ||||
| 2025-05-05 | NP | PRBLX - Parnassus 核心股票基金投资者股票 | 2,049,370 | 1.04 | 674,243 | 20.38 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 7,295 | 30.38 | 2,411 | 31.03 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,029 | 52.44 | 326 | 56.25 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 71 | 10.94 | 24 | 33.33 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 25,145 | 57.92 | 8,173 | 47.63 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 2,102 | 82.15 | 715 | 110.62 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,131 | 79.74 | 1,035 | 80.63 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 97,358 | 89,219.27 | 32,185 | 91,854.29 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 981 | 14.20 | 324 | 14.89 | ||||
| 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 | 20,552 | 1.27 | 6,508 | 3.81 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 16,989 | 238.97 | 5,616 | 240.78 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors 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 | 12,322 | 8.56 | 4,073 | 9.08 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 75 | 2.74 | 26 | 19.05 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 76 | 31.03 | 25 | 31.58 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 689 | 228 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 17,116 | 63.03 | 5,658 | 63.81 | ||||
| 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 | 6,091 | 4.16 | 2,014 | 4.68 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 37,400 | 19.45 | 12,364 | 20.03 | ||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 723 | 239 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 179,023 | 20.13 | 59,181 | 20.71 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,943 | 11.28 | 642 | 11.85 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 655 | 217 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,913 | 6.37 | 1,624 | 6.91 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 3,368 | 1.97 | 1,113 | 2.49 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,188 | 10.47 | 1,275 | 0.55 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 476 | 15.25 | 157 | 16.30 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 739,698 | 24.13 | 245 | 24.49 | ||||
| 2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 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 | 15,100 | 4,992 | ||||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 66,080 | 1.36 | 21,845 | 1.84 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 14 | 7.69 | 5 | 0.00 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 67,904 | 46.40 | 22,448 | 47.11 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 401,026 | 3.98 | 133 | 4.76 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,481 | 1.09 | 495 | 2.70 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,502 | 464 | ||||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 950 | 45.04 | 314 | 46.05 | ||||
| 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 | 15,410 | 0.57 | 4,879 | 3.11 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 6,071 | 12.55 | 2,007 | 13.08 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 11,604 | 0.17 | 3,946 | 15.76 | ||||
| 2025-07-28 | 13F | 埃德姆普公司 | 6,775 | 0.65 | 2,240 | 1.13 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 234 | 0.43 | 77 | 1.32 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 1,464 | 27.86 | 484 | 28.46 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 1,885 | 13.01 | 623 | 13.69 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 20,768 | 42.30 | 7 | 50.00 | ||||
| 2025-08-28 | NP | VFLO - VictoryShares 自由现金流 ETF | 509,959 | 46.08 | 168,582 | 46.78 | ||||
| 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 | 16 | 6.67 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,048 | 12.45 | 346 | 13.07 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 61,450 | 17.57 | 20,314 | 18.14 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 650,609 | 20.00 | 215,078 | 20.58 | ||||
| 2025-08-05 | 13F | SS&H 财务顾问公司 | 1,832 | 25.48 | 606 | |||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 3,356 | 370.03 | 110,943 | 372.29 | |||
| 2025-07-16 | 13F | 勇敢资产管理公司 | 1,093 | 4.79 | 361 | 5.25 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 3,625 | 54.65 | 1,198 | 55.38 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 6,645 | 1.61 | 2,197 | 2.09 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 112 | 522.22 | 37 | 640.00 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 42 | 14 | ||||||
| 2025-07-16 | 13F | 达科他财富管理 | 839 | 11.72 | 277 | 12.60 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 9,960 | 3.59 | 3,293 | 4.08 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 3 | 1 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 10,026 | 14.50 | 3,314 | 15.07 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | Short | -3,000 | -950 | |||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 642 | 212 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 1,368 | 45,223 | |||||
| 2025-08-14 | 13F | 公共投资基金 | Call | 295,800 | 93.59 | 97,786 | 94.52 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 2,780 | 60.79 | 919 | 92.66 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 7 | 2 | ||||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 23,585 | 25.19 | 7,797 | 25.78 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 5,140 | 12.72 | 1,699 | 13.27 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,482 | 5.86 | 490 | 6.30 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 49,815 | 1.13 | 16,939 | 16.89 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,208 | 3.47 | 2,052 | 4.00 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 88,182 | 9.23 | 29,151 | 9.76 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 674,759 | 0.49 | 223,066 | 0.97 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 16,526 | 4.34 | 5,222 | 1.44 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 2,600 | 187.93 | 860 | 189.23 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 2,624 | 9.79 | 863 | 30.96 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 1,343 | 24.24 | 457 | 43.40 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 1,566 | 518 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 6,437 | 1.85 | 2,128 | 2.31 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,119 | 5,659 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 65 | 195.45 | 21 | 200.00 | ||||
| 2025-08-07 | 13F | 鼎石金融服务 | 767 | 7.57 | 254 | 8.12 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 148 | 19.35 | 49 | 20.00 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 3,276 | 200.55 | 1,083 | 202.51 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,066 | 352 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 21,680 | 1.02 | 7 | 0.00 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 653 | 76.96 | 216 | 77.69 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 21,535 | 0.76 | 7 | 0.00 | ||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 17,489 | 4.89 | 5,538 | 7.54 | ||||
| 2025-07-30 | NP | ZDIVX - Zacks 股息基金投资者类别股份 | 3,602 | 1,141 | ||||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 48,958 | 60.79 | 15,975 | 61.41 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 18,486 | 4.08 | 6,111 | 4.59 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 1,297 | 9.45 | 429 | 10.03 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 19,174 | 32,958.62 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 2,719 | 0.44 | 899 | 0.90 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票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 | 6,089 | 8.50 | 1,928 | 11.25 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 106 | 10.42 | 35 | 12.90 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 10,748 | 3,553 | ||||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 2,423 | 22.31 | 801 | 22.89 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 46,790 | 3.17 | 14,816 | 5.78 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 27 | 285.71 | 9 | 300.00 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 13,005 | 3.21 | 4,299 | 3.72 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 111 | 101.82 | 37 | 100.00 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,743 | 14.52 | 576 | 15.20 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 29,462 | 28.47 | 9,740 | 29.10 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 6,419 | 4.60 | 2,122 | 5.05 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 5,216 | 1.72 | 1,652 | 4.30 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 280 | 4.09 | 89 | 6.02 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 188,059 | 0.03 | 62,169 | 0.51 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 50 | 17 | ||||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 2,389 | 3.06 | 790 | 3.54 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 4,940 | 34.75 | 1,633 | 35.41 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 1,461 | 0.21 | 483 | 0.84 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 20,876 | 15.34 | 6,901 | 15.91 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 936 | 309 | ||||||
| 2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210,400 | 2.75 | 71,544 | 18.76 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 1,246 | 412 | ||||||
| 2025-08-29 | 13F | 半人马座金融公司 | 2,142 | 0.85 | 1 | |||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 1,511 | 0.67 | 0 | |||||
| 2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 5,704 | 1,886 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 14,782 | 15.94 | 4,887 | 16.50 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,818 | 23.98 | 1,592 | 24.57 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 114,645 | 7,151.42 | 37,410 | 7,192.20 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 57,104 | 20.21 | 19 | 20.00 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 7,740 | 19.54 | 2,559 | 20.09 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 237,978 | 3.85 | 78,671 | 4.35 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 201,400 | 2.91 | 65,719 | 3.31 | |||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 6,275 | 6.81 | 2,074 | 7.35 | ||||
| 2025-08-19 | 13F | MRP 资本投资有限责任公司 | 920 | 196.77 | 304 | 200.99 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 2,107 | 27.62 | 696 | 25.41 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 829 | 1.59 | 274 | 2.24 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 10,667 | 4.29 | 3,526 | 4.78 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 51,469 | 19.41 | 17,015 | 19.99 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 6,261 | 34.41 | 1,939 | 26.15 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,489 | 823 | ||||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 3,039 | 953 | ||||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 1,383 | 76.40 | 457 | 77.82 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 40,636 | 3.99 | 13,433 | 4.50 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 医疗保健基金系列 I | 3,226 | 102.26 | 1,066 | 142.27 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 153,200 | 560.34 | 50,645 | 563.57 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 11,748 | 1.42 | 3,884 | 1.92 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,004 | 44.88 | 332 | 45.81 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 12,513 | 17.73 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 5,279 | 33.85 | 1,745 | 34.54 | ||||
| 2025-08-28 | NP | DODGX - 道奇考克斯股票基金 | 6,015,872 | 0.97 | 1,988,727 | 1.45 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 363 | 6.76 | 115 | 8.57 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 293 | 17.67 | 97 | 18.52 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 9,538 | 6.27 | 3,153 | 6.78 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 12 | 9.09 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 349 | 4.18 | 0 | |||||
| 2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 340 | 44.07 | 116 | 66.67 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 7,500 | 2,479 | |||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 9,525 | 9.21 | 3,149 | 9.72 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 690 | 228 | ||||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 5,533 | 0.29 | 1,829 | 0.83 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 5,580 | 1,845 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 44,084 | 153.01 | 14,573 | 154.24 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 385 | 28.33 | 127 | 29.59 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 8,513 | 90.36 | 2,814 | 91.30 | ||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 526,144 | 8.73 | 173,933 | 9.25 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 5,965 | 34.92 | 1,889 | 38.32 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 7 | 133.33 | 2 | |||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 1,735 | 574 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 35,943 | 3.92 | 12 | 0.00 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 1,690 | 1.02 | 559 | 1.45 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 3,971 | 27.68 | 1,313 | 28.25 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 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 | 2,604 | 27.40 | 861 | 27.98 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 4,969 | 1,643 | ||||||
| 2025-08-13 | 13F | DL卡尔森投资集团公司 | 8,291 | 0.29 | 2,741 | 0.77 | ||||
| 2025-03-31 | NP | FCPI - 富达通胀股票 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 | 7,814 | 8.05 | 2,299 | 0.97 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 2,859 | 255.60 | 905 | 264.92 | ||||
| 2025-07-15 | 13F | 威尔西资产管理公司 | 101,936 | 2.87 | 33,698 | 3.37 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,128 | 5.29 | 703 | 5.87 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 9 | 3 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 31,706 | 232.80 | 10,481 | 234.43 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 859 | 5.53 | 284 | 5.99 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 9,867 | 21.05 | 3,355 | 39.91 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 207 | 3.50 | 68 | 4.62 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 3,468 | 1.49 | 1,146 | 1.96 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 6,484 | 4.87 | 2,143 | 5.36 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 659 | 218 | ||||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 15,410 | 230.33 | 5,094 | 232.07 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 1,100 | 0.46 | 374 | 16.15 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 18 | 20.00 | 6 | 25.00 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 644 | 213 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,880 | 6.59 | 952 | 7.21 | ||||
| 2025-08-14 | 13F | 范登伯格管理公司 | 15,409 | 4.13 | 5,094 | 4.62 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 2,124 | 1.09 | 702 | 1.59 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 11 | 4 | ||||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 835 | 2.71 | 276 | 3.37 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 95,671 | 0.64 | 31,565 | 1.11 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 9,519 | 0.12 | 3,147 | 0.58 | ||||
| 2025-06-26 | NP | LGCAX - 阿贝特勋爵全球股票研究基金 A 级 | 6,104 | 18.43 | 2,076 | 36.87 | ||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 19,529 | 201.93 | 6,456 | 188.17 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 7,815 | 0.59 | 2,583 | 1.06 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 5,464 | 1.45 | 1,806 | 1.98 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 13,925 | 1.35 | 4,603 | 1.84 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 1,496 | 99.47 | 495 | 100.81 | ||||
| 2025-07-21 | 13F | 111资本 | 2,078 | 687 | ||||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 314 | 22.66 | 88 | 14.29 | ||||
| 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 | 107,103 | 6.83 | 36,419 | 23.48 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 13,970 | 20.76 | 4,618 | 21.37 | ||||
| 2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 4,006 | 0.15 | 1,324 | 0.61 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 4,485 | 6.15 | 1,420 | -0.49 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 6,748 | 4.02 | 2,231 | 4.50 | ||||
| 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 | 100,231 | 2.66 | 33,134 | 3.15 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 22,958 | 21.17 | 7,269 | 24.24 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 2,441 | 63.61 | 807 | 64.49 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 133,200 | 8.03 | 44,033 | 8.55 | |||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 4,500 | 6.21 | 1,487 | 6.67 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 235 | 99.15 | 78 | 102.63 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 6,317 | 31.06 | 2,088 | 31.74 | ||||
| 2025-08-14 | 13F | 安盛公司 | 128,007 | 51.88 | 42,317 | 52.61 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 270 | 35.68 | 85 | 39.34 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 10,624 | 5.72 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 3,765 | 3.32 | 1,245 | 3.84 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 2,592 | 2.65 | 857 | 3.13 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 268,933 | 0.78 | 89 | 1.15 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 7,659 | 6.54 | 2,532 | 7.06 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 22,472 | 144.71 | 7,429 | 145.88 | ||||
| 2025-08-13 | 13F | 第1832章 | 7,612 | 2,516 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 5,847 | 0.71 | 1,933 | 1.15 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,508,740 | 24.40 | 829,339 | 25.00 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 8,308 | 165.52 | 2,746 | 166.86 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 342,247 | 2.64 | 113,140 | 3.14 | ||||
| 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 | 1,873 | 99.47 | 637 | 130.43 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 1,063 | 15.67 | 351 | 16.23 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 2,451 | 1 | ||||||
| 2025-08-14 | 13F | 富登基金管理有限公司 | 1,345 | 88.38 | 445 | 89.74 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 1,848 | 611 | ||||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 593 | 195 | ||||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 871 | 8.20 | 288 | 8.71 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 5,692 | 11.39 | 1,936 | 28.74 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,327 | 4.74 | 451 | 21.24 | ||||
| 2025-08-14 | 13F | DME 资本管理有限合伙人 | 93,750 | 30,992 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 14,059 | 14.10 | 4,452 | 16.98 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 144,423 | 8.14 | 47,743 | 8.66 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 29,656 | 808.58 | 9,804 | 813.61 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 34,675 | 64.03 | 11,463 | 64.94 | ||||
| 2025-08-26 | NP | BGEAX - BRANDES 全球股票基金 A 类 | 3,304 | 3.77 | 1,092 | 4.30 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 2,489 | 823 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,620,938 | 15.87 | 535,850 | 16.43 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 896 | 11.86 | 296 | 12.55 | ||||
| 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 | 368,977 | 9.18 | 121,976 | 9.70 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 733 | 242 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 36,299 | 55.06 | 12,000 | 55.81 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 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 | 10,994 | 8.98 | 3,634 | 9.52 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 839 | 0.48 | 277 | 1.09 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 3 | 1 | ||||||
| 2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 28 | 8 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 69,373 | 209.16 | 22,933 | 210.66 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 40 | 66.67 | 0 | |||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,586 | 38.15 | 524 | 38.99 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 6,480 | 1.95 | 2,142 | 2.44 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 830 | 1.72 | 274 | 2.24 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 48,653 | 4.68 | 16,084 | 5.18 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,261 | 399.20 | 8,020 | 401.88 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 57 | 7.55 | 19 | 5.88 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 288 | 28.00 | 98 | 46.97 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,602 | 21.76 | 860 | 22.33 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,226 | 5.15 | 405 | 5.74 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 999 | 2.25 | 330 | 2.80 | ||||
| 2025-08-11 | 13F | 嘉民金融公司 | 46,186 | 1.54 | 15,268 | 2.02 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 18 | 6 | ||||||
| 2025-08-27 | NP | USCF - 主题 美国现金流冠军 ETF | 128 | 42 | ||||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 10,035 | 3,317 | ||||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 2,317 | 24.44 | 1 | |||||
| 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 | 29,076 | 6.65 | 9,887 | 23.26 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 20,153 | 2.60 | 6,662 | 3.10 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 800 | 12.04 | 265 | 12.34 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 64 | 22 | ||||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 3,475,282 | 86,071.14 | 4,857 | 266.21 | ||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 52,319 | 0.55 | 17,296 | 1.03 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 9,429 | 18.37 | 3,117 | 18.93 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 11 | 10.00 | 4 | 0.00 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 8,311 | 225.16 | 2,632 | 204.87 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 66,165 | 19.73 | 22 | 16.67 | ||||
| 2025-08-05 | 13F | 塞博尔德资本管理公司 | 1,160 | 1.58 | 383 | 2.13 | ||||
| 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 | 162 | 3,950.00 | 55 | 5,400.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 17,611 | 71.25 | 5,822 | 72.07 | ||||
| 2025-05-29 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 197 | 21.60 | 65 | 45.45 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 650 | 201 | ||||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 7,722 | 0.78 | 2,553 | 1.27 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 202,596 | 22.02 | 68,891 | 41.02 | ||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 809 | 3.19 | 267 | 3.89 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,052,912 | 0.74 | 678,652 | 1.22 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 683 | 2.09 | 226 | 2.27 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 12,500 | 4,132 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 9 | 3 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 35,200 | 4.76 | 11,636 | 5.27 | |||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 78,179 | 0.10 | 26,584 | 15.69 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 102,800 | 120.13 | 33,984 | 121.19 | |||
| 2025-08-04 | 13F | 俄亥俄州 | 71,337 | 18.51 | 23,583 | 19.08 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 81,100 | 104.80 | 26,810 | 105.79 | |||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 1,930 | 638 | ||||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 24,994 | 8,263 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 53 | 18 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 16,343 | 5,403 | ||||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 7,571 | 2,503 | ||||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 21,947 | 33.82 | 6,949 | 37.20 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 5,220 | 68.55 | 1,726 | 69.45 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 906 | 300 | ||||||
| 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 | 95,841 | 16.54 | 31,683 | 17.10 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 842 | 1.45 | 278 | 2.21 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 16,200 | 5,355 | |||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 3,345 | 10.29 | 1,137 | 27.47 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 63,300 | 20,926 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | 41,208 | 111.81 | 13,623 | 112.84 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 6,954 | 3.14 | 2,365 | 19.21 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 503 | 12.78 | 166 | 13.70 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 66 | 1.54 | 22 | 0.00 | ||||
| 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 | 12,573 | 0.54 | 3,981 | 3.08 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 6,390 | 0.69 | 2,113 | 1.20 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 4,761 | 1,574 | ||||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 4,293 | 60.43 | 1,419 | 61.25 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 8,561 | 5.69 | 2,830 | 6.23 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 165 | 5.77 | 55 | 5.88 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 3,869 | 1,279 | ||||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 4,754 | 1.19 | 1,572 | 1.68 | ||||
| 2025-07-29 | 13F | 格伦登财务咨询公司 | 847 | 0.47 | 280 | 0.72 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 1,620 | 41.48 | 535 | 42.29 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 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 | 7,110 | 7.37 | 2,251 | 10.07 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,279 | 7.30 | 722 | 10.08 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 165,487 | 3.86 | 54,707 | 4.36 | ||||
| 2025-03-28 | NP | PWV - 景顺动态大盘价值 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 | 45,180 | 14.86 | 13,292 | 7.34 | ||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 770 | 7.24 | 255 | 4.10 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 4,868 | 7.51 | 1,609 | 8.06 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 41,355 | 4.38 | 13,095 | 7.01 | ||||
| 2025-06-25 | NP | FXH - 第一信托医疗保健 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,960 | 24.65 | 20,729 | 44.06 | ||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 2,375 | 22.36 | 785 | 23.04 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 8,100 | 84.09 | 2,678 | 85.00 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 3,826 | 1.38 | 1,265 | 1.85 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 4,691 | 1,551 | ||||||
| 2025-08-13 | 13F | 吉布森财富顾问有限责任公司 | 873 | 289 | ||||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 20,692 | 36.51 | 7,036 | 57.79 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 779 | 4.99 | 258 | 5.33 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 29,566 | 169.27 | 9,774 | 172.30 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 97 | 115.56 | 32 | 128.57 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 79 | 5.33 | 26 | 8.33 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 62,610 | 20,696 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 820,701 | 4.63 | 271,307 | 5.13 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 5,920 | 22.16 | 1,957 | 22.77 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 6 | 2 | ||||||
| 2025-08-12 | 13F | 博克夫，那 | 21,007 | 20.93 | 6,944 | 21.50 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 20,567 | 1,177.45 | 6,799 | 1,185.26 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 1,180 | 390 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 54,660 | 18,070 | ||||||
| 2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | Short | -4,584 | -1,349 | |||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 638 | 4.93 | 211 | 5.00 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 31 | 6.90 | 10 | 11.11 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 4,254 | 44.25 | 1,406 | 37.71 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 4,797 | 92.11 | 1,586 | 93.06 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 4 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 12 | 4 | ||||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 81,639 | 3.74 | 26,988 | 4.24 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 432 | 8.82 | 147 | 25.86 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 756 | 250 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 4 | 1 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 55,012 | 0.61 | 18,186 | 1.10 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 787 | 2.08 | 260 | 2.77 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 29,267 | 28.18 | 9,675 | 28.79 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 1,096 | 4.48 | 0 | |||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 750 | 23.56 | 248 | 24.12 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 108 | 5.88 | 36 | 6.06 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 5,769,691 | 18.07 | 1,907,357 | 18.64 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 702 | 2.03 | 232 | 2.65 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 18 | 5.88 | 6 | 0.00 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,966 | 7.17 | 2,029 | 23.89 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 6 | 2 | ||||||
| 2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 2,075 | 11.62 | 686 | 12.11 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 18,540 | 9.75 | 6,129 | 10.28 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 143 | 38.83 | 47 | 42.42 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 37 | 825.00 | 12 | 1,100.00 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 131,597 | 7.27 | 41,669 | 9.98 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 3,150 | 13.02 | 1,041 | 0.48 | ||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 12,394 | 6.91 | 3,924 | 9.61 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 3,214 | 1,063 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 5,582 | 1,118.78 | 1,767 | 1,153.19 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 411,313 | 24.95 | 135,970 | 25.55 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 929 | 10.33 | 307 | 11.23 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,851 | 1.32 | 2,670 | 17.11 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 656 | 217 | ||||||
| 2025-05-22 | NP | SHRY - 大型美国股票精选 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 | 2,340 | 26.69 | 770 | 20.34 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 5,023 | 16.79 | 1,660 | 17.31 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 35,499 | 10.37 | 11,735 | 10.91 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,339 | 20.58 | 3,747 | 22.58 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 5,021 | 18.20 | 1,660 | 18.75 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 1,553 | 10.46 | 513 | 11.04 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 2,384 | 788 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 29,703 | 9.93 | 9,820 | 10.46 | ||||
| 2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 301,338 | 19.42 | 102,467 | 38.03 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 12,189 | 5.06 | 4,029 | 5.55 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 6,726 | 2.31 | 2,223 | 2.82 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 4,919 | 8.06 | 1,626 | 8.62 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 3,549 | 226.80 | 1,173 | 228.57 | ||||
| 2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 96,940 | 8.63 | 30,695 | 11.37 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 2,789 | 5.68 | 922 | 6.11 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,376 | 48.28 | 455 | 48.85 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 3,644 | 17.51 | 1,239 | 29.33 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 112,203 | 0.14 | 37 | 2.78 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 51,383 | 9.01 | 16,986 | 9.65 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 11,778,472 | 1.06 | 3,893,727 | 1.54 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 748 | 1.36 | 247 | 2.07 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 882 | 292 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 218 | 18.48 | 72 | 20.00 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 781 | 1.83 | 258 | 2.38 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 119,721 | 20.29 | 39,578 | 20.86 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 5,615 | 10.71 | 1,856 | 11.27 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,900 | 9.13 | 628 | 9.62 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 4,246 | 18.64 | 1,397 | 41.30 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 1,701 | 5.78 | 562 | 6.24 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 209,873 | 7.39 | 69,380 | 7.90 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 323 | 102 | ||||||
| 2025-07-28 | 13F | 哈德森资本管理有限公司 | 14,604 | 1.33 | 4,828 | 1.81 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 148 | 49 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 22,225 | 4.50 | 7,347 | 5.02 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 30,303 | 4.48 | 9,595 | 7.12 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 40 | 13 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 24,401 | 38.40 | 8,066 | 39.07 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 131,576 | 12.33 | 43,496 | 12.87 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 33,780 | 1.67 | 11,167 | 2.16 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 648 | 214 | ||||||
| 2025-07-30 | 13F | 达戴维森公司 | 18,458 | 5.87 | 6,102 | 6.38 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 40 | 14 | ||||||
| 2025-08-13 | 13F | 韩国投资公司 | 199,405 | 2.25 | 65,919 | 2.74 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,143 | 8.18 | 708 | 8.76 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 962 | 7.49 | 318 | 8.16 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 15,701 | 6.87 | 5,190 | 7.39 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 14,309 | 11.00 | 4,730 | 11.53 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,578 | 15.27 | 522 | 15.78 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 18,409 | 3.39 | 6,086 | 3.89 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 2,004 | 7.63 | 662 | 8.17 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 708 | 234 | ||||||
| 2025-08-11 | 13F | 西太平洋银行 | 3,857 | 40.77 | 1,275 | 41.51 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,642 | 7.96 | 543 | 8.40 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 4,210 | 21.82 | 1,392 | 22.34 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 6,509 | 0.18 | 2,152 | 0.66 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 9,837 | 1.98 | 3,252 | 2.46 | ||||
| 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 | 79,724 | 14.84 | 26,355 | 15.39 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 2,284 | 3.49 | 755 | 4.00 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 1,877 | 18.50 | 620 | 19.00 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 4,354 | 16.92 | 1,439 | 17.47 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 3,197 | 1.82 | 1,057 | 2.23 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 154,494 | 10.39 | 48,919 | 13.17 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 11,263 | 1.29 | 3,723 | 1.78 | ||||
| 2025-08-26 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 34 | 6.25 | 11 | 10.00 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 21,228 | 6.07 | 7,018 | 6.58 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 1,581 | 0.06 | 523 | 0.58 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 100 | 33 | ||||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 650 | 0.46 | 215 | 0.94 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 8,950,610 | 0.68 | 2,958,893 | 1.17 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 395,284 | 2.82 | 131 | 3.17 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 22 | 57.14 | 7 | 75.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,645 | 1.86 | 544 | 2.26 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 34,040 | 7.72 | 11,253 | 8.23 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 259,157 | 9.34 | 86,660 | 10.46 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 18,026 | 1.04 | 5,959 | 1.53 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,066 | 9.56 | 338 | 12.33 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 25 | 38.89 | 8 | 60.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 44,190 | 88.12 | 14,608 | 89.03 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 6,037 | 2.93 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 3,476 | 0.72 | 1,149 | 1.23 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 52 | 10.64 | 18 | 30.77 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,719 | 6.97 | 585 | 23.73 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 175,819 | 3.44 | 59,785 | 19.55 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 19 | 6 | ||||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 147 | 48 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 109,569 | 19.61 | 35,035 | 16.24 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 12,310 | 4,069 | ||||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,350 | 0.82 | 446 | 1.36 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 18,000 | 718.18 | 5,950 | 722.96 | |||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 111 | 37 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 9,700 | 1,285.71 | 3,207 | 1,293.91 | |||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 794 | 7.30 | 262 | 7.82 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 4,475 | 3.76 | 1,479 | 4.23 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 177 | 45.08 | 59 | 45.00 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 33 | -25.00 | ||||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 14,609 | 0.95 | 4,626 | 3.49 | ||||
| 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 | 37,860 | 16.22 | 11,988 | 19.14 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 13,123 | 9.85 | 4,338 | 10.38 | ||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 484,664 | 153,464 | ||||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 18,868 | 31.69 | 6,157 | 32.19 | ||||
| 2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 346 | 114 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 2,114 | 42.45 | 699 | 43.03 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 9,382 | 1.06 | 3,102 | 1.54 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 3,035 | 36.10 | 1,003 | 36.83 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 77,537 | 10.95 | 26,366 | 28.23 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,445 | 2.05 | 478 | 2.58 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 27,113 | 4.55 | 8,963 | 5.06 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 1,656 | 64.61 | 547 | 65.76 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 178 | 0.56 | 61 | 15.38 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 1,310 | 8.09 | 433 | 8.79 | ||||
| 2025-08-28 | NP | GQFPX - GQG PARTNERS 全球优质股息收益基金投资者股份 | 8,092 | 4.98 | 2,675 | 5.52 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 5,340 | -369.29 | 1,765 | -370.71 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 733 | 2.23 | 242 | 2.98 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 1,903 | 1.22 | 629 | 1.78 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 1,608 | 6.63 | 532 | 7.06 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 988 | 112.93 | 313 | 113.70 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 4,342 | 5.54 | 1,435 | 26.32 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 1,291,668 | 2.08 | 427,000 | 2.57 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 1,032 | 341 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 66,520 | 4.44 | 21,990 | 4.94 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 0 | 0 | ||||||
| 2025-06-25 | NP | ASLV - Allspring 特别大价值 ETF | 15,983 | 5,435 | ||||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 2,515 | 94.51 | 831 | 95.53 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 130 | 7.44 | 43 | 7.69 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,453 | 35.15 | 834 | 56.47 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 56 | 19.15 | 19 | 20.00 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 16,818 | 8.77 | 5,325 | 11.52 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 572 | 1,000.00 | 195 | 1,112.50 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 781 | 125.72 | 266 | 162.38 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 41 | 0 | ||||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 175,645 | 13.56 | 59,726 | 31.26 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 26,549 | 24.87 | 9,028 | 44.32 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 1,474 | 3.00 | 487 | 3.62 | ||||
| 2025-08-13 | 13F | 洛伊特霍尔德集团有限公司 | 8,843 | 2,923 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 72 | 24 | ||||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 666 | 2.94 | 220 | 3.77 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 2,232 | 0.50 | 738 | 0.96 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 178,682 | 121.17 | 59,069 | 122.23 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 2,675 | 28.92 | 2 | 0.00 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 7,092 | 11.74 | 2,246 | 14.54 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 37 | 5.71 | 12 | 9.09 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 57,886 | 6.14 | 19,136 | 6.65 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,160 | 10.37 | 384 | 11.01 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 787 | 3.83 | 260 | 4.42 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 12,000 | 21.25 | 3,967 | 21.81 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 5,068 | 1.62 | 1,675 | 2.13 | ||||
| 2025-07-29 | NP | PARWX - Parnassus Endeavor 基金投资者股票 | 285,917 | 0.12 | 94,518 | 0.60 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 2,374 | 26,277.78 | 785 | 39,100.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 944 | 312 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 763 | 10.74 | 252 | 11.50 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 29,181 | 252.68 | 10 | 350.00 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 342,181 | 11.98 | 113,117 | 12.51 | ||||
| 2025-07-18 | 13F | 东北金融集团有限公司 | 3,532 | 1,168 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 62,900 | 42.31 | 20,793 | 43.00 | |||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 897 | 3.94 | 297 | 4.59 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 9,914 | 3.89 | 3,277 | 4.40 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 74,200 | 5.70 | 24,529 | 6.21 | |||
| 2025-08-14 | 13F | 高盛集团公司 | 1,633,197 | 6.37 | 539,902 | 6.88 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 231,563 | 20.41 | 76,550 | 20.99 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 11,021 | 4.27 | 3,643 | 4.77 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 361 | 5.87 | 119 | 6.25 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,257 | 8.74 | 416 | 9.21 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 4,252 | 1,406 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 33 | 6.45 | 11 | 22.22 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 3,705 | 99.62 | 1,124 | 84.10 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 9,100 | 3,008 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 6,943 | 27.30 | 2,361 | 47.13 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 1,346 | 0.07 | 445 | 0.45 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,512 | 1,181.36 | 514 | 1,411.76 | ||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 25,100 | 5.91 | 8,298 | 6.41 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 15,142 | 4.28 | 4,795 | 6.91 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 1,285 | 6.02 | 430 | 8.33 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 64 | 21 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 43,671 | 22.19 | 14,437 | 22.78 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 3,463 | 27.93 | 1,019 | 19.48 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 17,127 | 1.75 | 5,662 | 2.24 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 624,342 | 58.95 | 206,395 | 59.71 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 3,065 | 57.34 | 1,013 | 58.28 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 17,087 | 0.30 | 5,649 | 0.79 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 121,258 | 40,085 | ||||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,531 | 15.46 | 521 | 33.33 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 3,037 | 68.44 | 1,004 | 69.31 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 22,451 | 60.55 | 7,422 | 61.33 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 143,838 | 17.85 | 47,550 | 18.41 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks 多资产收益 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,621 | 1,231 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 4,216 | 3.94 | 1,394 | 4.50 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 968 | 344.04 | 329 | 414.06 | ||||
| 2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 230,997 | 8.69 | 76,363 | 9.21 | ||||
| 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 | 290,017 | 0.31 | 95,874 | 0.79 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 5,715 | 0.56 | 1,889 | 1.07 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 11,130 | 6.49 | 3,785 | 23.06 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 7,110 | 792.10 | 2,350 | 796.95 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 47 | 213.33 | 15 | 275.00 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,762 | 2,897 | ||||||
| 2025-05-15 | NP | PY - 主要股东收益率指数 ETF | 7,933 | 283.05 | 2,610 | 356.92 | ||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 633 | 209 | ||||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 36,075 | 11,926 | ||||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 22,314 | 7.17 | 7,377 | 7.68 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 5,493 | 200.66 | 1,816 | 202.00 | ||||
| 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 | 824 | 18.56 | 280 | 37.25 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 896 | 5.29 | 296 | 6.09 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 1,501 | 2.32 | 496 | 2.90 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 386 | 12,766.67 | 128 | 19.81 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 105 | 12.90 | 35 | 13.33 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 12,400 | 143.14 | 4,099 | 144.42 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,575 | 10.37 | 521 | 10.87 | ||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 2,156 | 37.68 | 713 | 38.25 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 2,191 | 724 | ||||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 658 | 5.45 | 224 | 21.86 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 79 | 276.19 | 26 | 333.33 | ||||
| 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 | 10,332 | 5.43 | 3,416 | 5.92 | ||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 8,536 | 3.50 | 2,822 | 3.98 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 793 | 0.76 | 262 | 1.55 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 3,434 | 32.43 | 1,135 | 33.06 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 156,343 | 19,273.36 | 51,684 | 19,403.40 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 842 | 2.06 | 278 | 2.58 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 2,390 | 3.20 | 790 | 3.67 | ||||
| 2025-06-26 | NP | FSMVX - 富达中型价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,500 | 5.90 | 10,371 | 22.40 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 3,791 | 77.48 | 1,253 | 78.49 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 41,581 | 6.91 | 13,746 | 7.42 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 670 | 0.45 | 221 | 0.91 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | 50,132 | 16,573 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 857 | 283 | ||||||
| 2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 965 | 1.37 | 319 | 1.60 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 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 | 4,630 | 9.46 | 1,574 | 26.53 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 17,592 | 11.04 | 5,310 | 4.80 | ||||
| 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 | 393,583 | 6.96 | 124,624 | 9.66 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 4 | 33.33 | 1 | |||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 120,737 | 3.86 | 39,913 | 4.36 | ||||
| 2025-08-28 | NP | RSINX - 胜利RS投资者基金A级 | 8,800 | 17.33 | 2,909 | 17.92 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 5,635 | 1,863 | ||||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 1,707 | 564 | ||||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 658 | 217 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 228,316 | 31.69 | 75,477 | 32.33 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 944 | 16.40 | 312 | 17.29 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 87 | 29 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 7,168 | 30.37 | 2,370 | 30.96 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 5,919 | 8.79 | 1,754 | -3.84 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 1,006 | 0.50 | 333 | 0.91 | ||||
| 2025-08-14 | 13F | 斯科金管理有限公司 | 10,000 | 3,306 | ||||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 30,959 | 14.36 | 10,527 | 32.18 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 484 | 64.63 | 173 | 80.21 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | Put | 50,000 | 16,529 | |||||
| 2025-08-14 | 13F | 西永资本有限公司 | 5,283 | 22.52 | 1,746 | 23.13 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 727 | 240 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 433,800 | 19.44 | 143,406 | 20.01 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 891,500 | 48.86 | 294,712 | 49.57 | |||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 29 | 38.10 | 10 | 50.00 | ||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 10,683 | 22.33 | 3,532 | 22.90 | ||||
| 2025-08-26 | NP | EQ 顾问信任 - EQ/T。 Rowe Price 健康科学投资组合 IB 级 | 9,924 | 8.53 | 3,281 | 9.04 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 3,531 | -182.17 | 1,201 | -194.94 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 1,132 | 7.30 | 374 | 7.78 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 1,470 | 8.81 | 0 | |||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 52 | 17 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 201,138 | 79.45 | 66,492 | 80.32 | ||||
| 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 | 33,619 | 6.43 | 10,645 | 9.12 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 764 | 0.53 | 224 | -10.80 | ||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 3,740 | 25.34 | 1,236 | 25.99 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 10,905 | 2.98 | 3,708 | -1.90 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 3,424 | 1.42 | 1,132 | 1.98 | ||||
| 2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 85 | 25.00 | 25 | 19.05 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 636 | 210 | ||||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 609 | 201 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 65 | 8.33 | 22 | 29.41 | ||||
| 2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 22,537 | 7.43 | 7,450 | 7.96 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,410 | 4.06 | 1,127 | 4.55 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 20,062 | 2.37 | 6,632 | 2.87 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 34 | 11 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 159,500 | 5.77 | 52,728 | 6.28 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 332,700 | 20.06 | 109,984 | 20.64 | |||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,985 | 8.17 | 1,317 | 8.75 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 98 | 4.26 | 32 | 6.67 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 71,903 | 4.49 | 23,770 | 4.99 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 65,238 | 7.17 | 21,566 | 7.68 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 11,506 | 4.10 | 3,804 | 4.59 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 350,405 | 70.36 | 115,837 | 71.18 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 76,100 | 2.42 | 25,157 | 2.92 | |||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 51 | 4.08 | 17 | 0.00 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 318 | 0.32 | 105 | 0.96 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 1,884 | 0.43 | 623 | 0.81 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 3,890 | 14.24 | 1,286 | 14.82 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 65,910 | 94.37 | 21,789 | 95.30 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 4,443 | 41.09 | 1,469 | 41.84 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 1,323 | 0.92 | 437 | 1.39 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 3,861 | 0.03 | 1,276 | 0.55 | ||||
| 2025-08-08 | 13F | 财务生活规划师 | 882 | 0.57 | 291 | 1.04 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 15 | 150.00 | 5 | 300.00 | ||||
| 2025-07-29 | NP | BPGSX - 波士顿合作伙伴全球可持续发展基金机构级 | 204 | 0.99 | 65 | 3.23 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 1,923 | 0.10 | 636 | 0.47 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 644 | 8.60 | 213 | 7.07 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 43,610 | 5.43 | 14 | 7.69 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,051 | 9.28 | 1,008 | 9.80 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 20 | 7 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 5,498 | 5.53 | 1,818 | 6.01 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 81 | 6.58 | 27 | 4.00 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 5,924 | 2.60 | 1,954 | 3.11 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,587 | 21.03 | 1,516 | 21.49 | ||||
| 2025-08-11 | 13F | 持久资产合伙有限公司 | 3,618 | 1,196 | ||||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 25,930 | 0.33 | 8,572 | 0.81 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 1,744 | 552 | ||||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 885 | 10.62 | 291 | 31.22 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,878,593 | 16.69 | 951,605 | 17.25 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 11 | 3 | ||||||
| 2025-08-14 | 13F | 多伦多道明银行 | 119,749 | 23.89 | 39,587 | 24.48 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,316 | 21.32 | 766 | 21.82 | ||||
| 2025-05-02 | 13F | 新英格兰退休计划公司 | 9,615 | 3,163 | ||||||
| 2025-06-25 | NP | EIVAX - 富国银行经典价值基金（原名富国银行内在价值基金）A 类 | 123,513 | 16.53 | 41,999 | 34.68 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 22,780 | 2.01 | 7,495 | 21.54 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 44,245 | 15 | ||||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 12,000 | 3.45 | 3,800 | 6.06 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 126,100 | 18,609.20 | 41,686 | 18,762.44 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 1,992 | 5.29 | 631 | 7.88 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 124,500 | 195.72 | 41,157 | 197.16 | |||
| 2025-08-14 | 13F | Ieq资本有限公司 | 39,260 | 53.32 | 12,979 | 54.06 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 329 | 35.95 | 104 | 40.54 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 2,848 | 1 | ||||||
| 2025-08-13 | 13F | StoneX集团公司 | 5,554 | 5.73 | 1,836 | 6.19 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 245 | 83 | -122.80 | |||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 266 | 3.10 | 88 | 2.35 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 12,526 | 4,141 |
