机构和基金投资人持股 - 买家
在芝商所集团公司中开设新头寸的主要持有者包括 HDV - iShares 核心高股息 ETF, BGSIX - 贝莱德科技机会基金机构, Glenmede投资管理有限公司, 瓦伦资本合伙人, 法国集团, 耆那全球有限公司, SEIM - SEI 增强型美国大盘动量因子 ETF, VCSTX - 科学技术基金, SEHAX - SIIT美国股票因子配置基金A类, MASTERINVEST 资本投资有限公司, DTCAX - 纽约梅隆银行可持续美国股票基金公司 A 类, MWOFX - MFS 全球成长基金 A, Elevation Series Trust - Opal股息收入ETF, 瑞穗证券美国有限公司, 贝莱德科技信托, FLQL - 富兰克林 LibertyQ 美国股票 ETF, 斯特纳姆资产管理有限公司, TPHD - 蒂莫西计划高股息股票 ETF, Union Bancaire Privee, UBP SA, 和 斯莱格金融有限责任公司 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 23,400 | 27.87 | 6,450 | 32.86 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 16,100 | 12.59 | 4,437 | 16.98 | |||
2025-08-12 | 13F | 石板石财富有限责任公司 | 7,537 | 5.47 | 2 | 100.00 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 35 | 10 | ||||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 48 | 300.00 | 13 | 333.33 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 1,601 | 1.97 | 481 | 15.38 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 265,607 | 33.62 | 73,207 | 38.83 | ||||
2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 76 | 21 | ||||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,182 | 30.50 | 601 | 35.67 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,778 | 3.86 | 490 | 7.93 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 2,586 | 16.59 | 713 | 21.09 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,324 | 8.44 | 365 | 12.69 | ||||
2025-07-11 | 13F | 多元化信托公司 | 2,590 | 147.37 | 714 | 157.40 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 10,509 | 10.61 | 3,037 | 25.96 | ||||
2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 798,761 | 0.82 | 221,321 | 18.11 | ||||
2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 2,714 | 0.59 | 748 | 4.62 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 15,133 | 0.28 | 4,156 | 2.69 | ||||
2025-08-26 | NP | BNY MELLON Sustainable US Equity Portfolio, INC. - BNY Mellon Sustainable US Equity Portfolio, Inc. - 初始股 | 22,405 | 35.37 | 6,175 | 40.66 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 26,403 | 0.22 | 7,300 | -2.72 | ||||
2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 946,808 | 1.88 | 260,968 | 5.84 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 130 | 22.64 | 36 | 25.00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 56,257 | 27.37 | 15,507 | 33.88 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 31,199 | 4.42 | 8,645 | 22.33 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 38,474 | 18.80 | 10,604 | 23.43 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 9,325 | 17.68 | 2,570 | 22.26 | ||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 3,192,040 | 1.02 | 879,790 | 4.95 | ||||
2025-08-13 | 13F | 资本集团私人客户服务公司 | 106,682 | 2.51 | 29,404 | 6.50 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 24,862 | 1.90 | 6,852 | 5.87 | ||||
2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 7,074 | 1,950 | ||||||
2025-08-08 | 13F | KBC 集团 | 97,792 | 16.10 | 27 | 18.18 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 17,200 | 1,244.80 | 4,741 | 1,298.23 | ||||
2025-03-28 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 66,227 | 18.55 | 15,664 | 33.75 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 154,944 | 78.95 | 44,779 | 103.80 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 17,480 | 3.99 | 4,818 | 8.03 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 52 | 14 | ||||||
2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 2,298,599 | 135.89 | 636,896 | 176.34 | ||||
2025-08-13 | 13F | 丰业资本公司 | 56,856 | 6.92 | 15,669 | 11.07 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 59,186 | 38.11 | 16,313 | 43.49 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 11,196 | 5.93 | 3,086 | 10.06 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 84,906 | 66.50 | 23 | 76.92 | ||||
2025-07-17 | 13F | 城市控股公司 | 6,306 | 20.39 | 1,738 | 25.05 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 22,344 | 10.41 | 6,164 | 11.83 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 44,497 | 11.19 | 12,264 | 15.52 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,041 | 26.30 | 1,941 | 31.17 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 45,678 | 4.84 | 12,590 | 8.96 | ||||
2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 352 | 98 | ||||||
2025-08-12 | 13F | 企业金融服务公司 | 751 | 207 | ||||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 29,384 | 18.31 | 8,492 | 34.74 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 8,768 | 8.80 | 2,429 | 27.44 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 8 | 2 | ||||||
2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 79,584 | 72.76 | 21,935 | 79.49 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 27 | 42.11 | 6 | 50.00 | ||||
2025-08-14 | 13F | 信托信托公司 | 3,321 | 14.91 | 915 | 19.45 | ||||
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 | 5,009 | 53.37 | 1,388 | 79.66 | ||||
2025-08-14 | 13F | SRN 顾问有限公司 | 2,967 | 6.23 | 818 | 10.41 | ||||
2025-08-08 | 13F | 木星资产管理有限公司 | 310,595 | 532.40 | 85,606 | 557.04 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理(欧洲)有限公司 | 195 | 3.72 | 54 | 3.92 | ||||
2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 1,169 | 3.45 | 322 | 7.69 | ||||
2025-08-14 | 13F | 普雷瓦特资本有限公司 | 162,000 | 8.00 | 44,650 | 12.21 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 87,349 | 16.47 | 24,075 | 21.00 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 13,400 | 3,693 | |||||
2025-08-11 | 13F | 斯普罗特公司 | 4,608 | 3.13 | 1,270 | 7.17 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 732 | 202 | ||||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 910 | 5.20 | 251 | 9.17 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 39,928 | 1.13 | 11,063 | 18.47 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 29 | 8 | ||||||
2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 1,675 | 1.15 | 462 | 5.01 | ||||
2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 97,748 | 1.28 | 27,084 | 18.65 | ||||
2025-07-16 | 13F | Kingsman财富管理有限公司 | 1,080 | 298 | ||||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 805 | 0.12 | 222 | 3.76 | ||||
2025-06-26 | NP | FIDAX - 金融产业基金 A 类 | 31,330 | 163.19 | 8,681 | 320.95 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 4,435 | 20.12 | 1,229 | 47.60 | ||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 1,071 | 0.09 | 295 | 4.24 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 79,021 | 0.32 | 21,780 | 4.23 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 12,305 | 40.55 | 3,392 | 46.04 | ||||
2025-06-25 | NP | HDV - iShares 核心高股息 ETF | 1,676,642 | 464,564 | ||||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 1,447 | 0.70 | 415 | 7.79 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 62,050 | 49.90 | 17 | 70.00 | ||||
2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 10,503 | 0.80 | 2,895 | 4.70 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 329 | 83.80 | 0 | |||||
2025-07-24 | 13F | 资本顾问有限公司 | 1,287 | 2.88 | 0 | |||||
2025-08-04 | 13F | AMG 国家信托银行 | 1,029 | 6.63 | 284 | 10.55 | ||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 548,063 | 1.01 | 151,857 | 18.33 | ||||
2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 1,858 | 0.65 | 512 | 4.70 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 28,820 | 3.96 | 7,943 | 8.01 | ||||
2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 20,314 | 0.11 | 5,599 | 3.99 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 319,537 | 4.78 | 88,537 | 22.74 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 21,337 | 57.91 | 5,881 | 64.06 | ||||
2025-04-28 | NP | BFOR - 巴伦 400 ETF | 1,670 | 1.21 | 424 | 7.91 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,685 | 1.75 | 464 | 5.69 | ||||
2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 13,722 | 1.19 | 3,782 | 5.14 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 868 | 239 | ||||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 451 | 32.26 | 124 | 37.78 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 529,139 | 1.52 | 146 | 5.07 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,846 | 49.79 | 784 | 55.56 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 55,666 | 8.61 | 15,343 | 12.84 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 阿蒙迪 | 1,987,347 | 24.04 | 548,150 | 27.51 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,424 | 1.85 | 672 | 19.40 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 46,526 | 12.34 | 13 | 20.00 | ||||
2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 14,772 | 19.60 | 4,071 | 24.27 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 223 | 13.78 | 61 | 19.61 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 519 | 737.10 | 144 | 793.75 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 2 | 1 | ||||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,148,705 | 15.43 | 867,846 | 19.92 | ||||
2025-07-17 | 13F | HCR 财富顾问 | 10,572 | 4.14 | 2,914 | 8.17 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 10,977 | 7.91 | 3,025 | 12.12 | ||||
2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 206 | 57 | ||||||
2025-08-13 | 13F | 安盟资产管理公司 | 227,813 | 59.18 | 62,594 | 66.79 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 平衡 II 级 | 11,448 | 2.58 | 3,155 | 6.59 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,140 | 25.69 | 314 | 30.83 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,314 | 12.40 | 362 | 16.77 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 98 | 27 | ||||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 1,542 | 5.83 | 425 | 9.84 | ||||
2025-07-15 | 13F | 第五第三银行 | 100,483 | 38.79 | 27,695 | 44.20 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 101,870 | 0.78 | 27,025 | 15.13 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 1,628 | 1.81 | 449 | 5.66 | ||||
2025-08-14 | 13F | 斯特纳姆资产管理有限公司 | 15,740 | 4,338 | ||||||
2025-08-14 | 13F | 塞伊投资公司 | 306,393 | 150.69 | 84,448 | 160.43 | ||||
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 | 11,542 | 2.96 | 3,198 | 20.63 | ||||
2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 4,178 | 4.58 | 1,152 | 8.69 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 1,048,082 | 36.49 | 288,872 | 41.81 | ||||
2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 1,110 | 68.18 | 321 | 91.62 | ||||
2025-07-15 | 13F | 密苏里信托投资公司 | 321 | 7.00 | 88 | 11.39 | ||||
2025-08-11 | 13F | 钷顾问有限责任公司 | 15,509 | 3.57 | 4,275 | 7.60 | ||||
2025-08-14 | 13F | Sagard 控股管理公司 | 109 | 30 | ||||||
2025-08-14 | 13F | Xponance公司 | 57,219 | 9.77 | 15,771 | 14.05 | ||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 1,131,463 | 1.67 | 313,506 | 19.10 | ||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 2,554 | 704 | ||||||
2025-08-14 | 13F | 原子金融集团有限公司 | 4,884 | 19.03 | 1,346 | 23.71 | ||||
2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 33,778 | 9,762 | ||||||
2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 2,125 | 0.19 | 586 | 4.09 | ||||
2025-08-13 | 13F | 直径资本有限合伙人 | 860 | 237 | ||||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 1,372 | 25.30 | 378 | 30.34 | ||||
2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 2,530 | 697 | ||||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 5,484 | 2.14 | 1,526 | 2.62 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 16,326 | 55.81 | 4,500 | 61.89 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 14,337 | 0.31 | 4,143 | 14.26 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 28,841 | 4,104.23 | 7,949 | |||||
2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 47,099 | 424.25 | 12,981 | 444.73 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 3,407,327 | 2.83 | 939,126 | 6.83 | ||||
2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 4,239 | 2.66 | 1 | 0.00 | ||||
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 | 8,009 | 5.88 | 2,207 | 10.02 | ||||
2025-07-07 | 13F | 西联银行 | 1,536 | 37.88 | 423 | 43.39 | ||||
2025-07-29 | 13F | TrueMark 投资有限责任公司 | 26,909 | 3.83 | 7,417 | 7.87 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 3,160 | 283.96 | 876 | 351.03 | ||||
2025-08-01 | 13F | CCLA投资管理有限公司 | 559,252 | 0.16 | 154 | 4.05 | ||||
2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 2,670 | 13.96 | 736 | 18.36 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 414 | 114 | ||||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 481 | 133 | ||||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 174,716 | 62.86 | 48,155 | 69.21 | ||||
2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 47 | 840.00 | 13 | 1,100.00 | ||||
2025-06-30 | NP | ASMMX - 景顺峰会基金A级 | 160,273 | 44,408 | ||||||
2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 5,223 | 24.54 | 1,440 | 29.41 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 5,455 | 22.56 | 1,503 | 27.37 | ||||
2025-07-25 | 13F | 航点财富顾问 | 930 | 8.27 | 256 | 12.78 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 7,041 | 1,941 | ||||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 891 | 246 | ||||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 7,900 | 2,177 | ||||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 8,509 | 3.87 | 2,345 | 7.92 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 22,821 | 3.26 | 6,290 | 7.27 | ||||
2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,911 | 0.67 | 27,129 | 17.94 | ||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 38,665 | 56.33 | 10,657 | 62.41 | ||||
2025-08-14 | 13F | MGB 财富管理有限责任公司 | 5,508 | 5.98 | 1,518 | 10.25 | ||||
2025-08-14 | 13F | 沙山全球顾问有限公司 | 39,055 | 1.54 | 10,764 | 5.50 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 342,770 | 2.05 | 94,474 | 6.02 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 531 | 110.71 | 146 | 121.21 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,711 | 472 | ||||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 5,716 | 38.10 | 1,584 | 61.86 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 63,489 | 2.00 | 17,592 | 19.50 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 5 | 150.00 | 1 | |||||
2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 101 | 8.60 | 28 | 12.50 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球战术配置投资组合初始类别 | 3,008 | 4.16 | 829 | 8.22 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 6,320 | 24.85 | 1,751 | 73.88 | ||||
2025-07-24 | NP | BGSIX - 贝莱德科技机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 149,578 | 43,228 | ||||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 31 | 9 | ||||||
2025-07-21 | 13F | 机械金融公司 | 792 | 4.62 | 218 | 9.00 | ||||
2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 12,409 | 3,420 | ||||||
2025-07-31 | 13F | MQS 管理有限责任公司 | 793 | 219 | ||||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,925 | 71.26 | 531 | 77.85 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 472 | 130 | ||||||
2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 13,399 | 7.43 | 3,693 | 11.64 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 7,039 | 1.44 | 1,940 | 5.43 | ||||
2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,318 | 19.83 | 5,630 | 40.37 | ||||
2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 166,520 | 1.52 | 45,896 | 5.48 | ||||
2025-08-12 | 13F | 英国保诚集团 | 46,561 | 142.28 | 12,833 | 151.73 | ||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 26,580 | 1.66 | 7,326 | 5.61 | ||||
2025-08-08 | 13F | 国民年金服务 | 917,266 | 10.44 | 252,817 | 14.74 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 21,829 | 62.01 | 6 | 100.00 | ||||
2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 248 | 57.96 | 69 | 83.78 | ||||
2025-07-18 | 13F | 联合银行 | 37,315 | 9.76 | 10,285 | 14.03 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 13,984 | 3,854 | ||||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 668,030 | 0.58 | 193,061 | 14.55 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 194,299 | 0.63 | 53,553 | 4.55 | ||||
2025-08-04 | 13F | 精明顾问公司 | 1,203 | 332 | ||||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 384 | 7,580.00 | 106 | 10,400.00 | ||||
2025-08-05 | 13F | 顾问首选有限责任公司 | 11,514 | 3,171 | ||||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 24,722 | 7.84 | 7,145 | 22.81 | ||||
2025-08-13 | 13F | 纳夫有限公司 | 300 | 108.33 | 83 | 115.79 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 1,367 | 0.66 | 377 | 4.44 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 3,286 | 5.22 | 906 | 9.30 | ||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 83,557 | 0.41 | 24,148 | 14.34 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 170 | 47 | ||||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 63,733 | 1.19 | 17,566 | 5.13 | ||||
2025-08-13 | 13F | 第一国家顾问有限责任公司 | 14,677 | 0.10 | 4,046 | 4.01 | ||||
2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 1,927 | 0.26 | 531 | 4.32 | ||||
2025-08-14 | 13F | Point72香港有限公司 | 75,370 | 20,773 | ||||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 1,372 | 1.78 | 378 | 5.88 | ||||
2025-08-14 | 13F | Bamco Inc /纽约/ | 48,429 | 79.29 | 13,348 | 86.29 | ||||
2025-08-14 | 13F | 农林中金银行 | 20,826 | 10.78 | 5,740 | 15.10 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 264,716 | 6.02 | 62,155 | 1.36 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 2,638 | 35.35 | 727 | 40.62 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 274,474 | 28.16 | 75,651 | 33.15 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 7,913 | 2.29 | 2,181 | 6.29 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 6,331 | 1,745 | ||||||
2025-08-28 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 4,792 | 4.86 | 1,321 | 8.91 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 16,817 | 64.49 | 4,635 | 70.91 | ||||
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 | 517,723 | 8.67 | 149,622 | 23.76 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 5,959 | 1,651 | ||||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 2,312,251 | 10.80 | 637,300 | 15.12 | ||||
2025-08-14 | 13F | CTC替代策略有限公司 | 3,113 | 858 | ||||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,586 | 12.32 | 439 | 31.83 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 62,583 | 2.90 | 17,249 | 6.91 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 263,952 | 33.10 | 73 | 38.46 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 56 | 250.00 | 15 | 275.00 | ||||
2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 20,480 | 1.87 | 5,645 | 5.83 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 37,813 | 6.95 | 10,477 | 25.29 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 83 | 361.11 | 23 | 450.00 | ||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 988 | 0.82 | 272 | 4.62 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 1,417 | 130.41 | 410 | 162.18 | ||||
2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 8,665 | 2,401 | ||||||
2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 7,493 | 1.22 | 2,065 | -1.43 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 829 | 228 | ||||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 10,583 | 64.64 | 2,917 | 71.09 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 60,089 | 0.15 | 16,562 | 4.05 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 700 | 193 | |||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 16 | 4 | ||||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 124 | 7.83 | 34 | 25.93 | ||||
2025-08-01 | 13F | SYM金融公司 | 2,498 | 1.34 | 688 | 5.36 | ||||
2025-08-14 | 13F | 骑士桥资产管理有限公司 | 1,053 | 19.93 | 290 | 25.00 | ||||
2025-07-31 | 13F | R平方有限公司 | 2,339 | 645 | ||||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 135 | 4.65 | 37 | 23.33 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 11,136 | 0.73 | 3,086 | 18.02 | ||||
2025-08-12 | 13F | 泛微咨询集团 | 1,013 | 0.10 | 279 | 4.10 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 93,065 | 944.62 | 26 | 1,150.00 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 190,529 | 0.76 | 55,063 | 14.75 | ||||
2025-07-15 | 13F | 世界股权集团有限公司 | 863 | 0.23 | 238 | 3.95 | ||||
2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 24,887 | 4.71 | 6,896 | 22.67 | ||||
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 | 30,415 | 19.71 | 8,383 | 24.36 | ||||
2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 32,921 | 13.17 | 9,074 | 17.57 | ||||
2025-08-08 | 13F | IMA 财富公司 | 2 | 1 | ||||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 8 | 166.67 | 2 | |||||
2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 462 | 94.94 | 127 | 104.84 | ||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 902 | 249 | ||||||
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 | 1,085 | 20.69 | 301 | 41.51 | ||||
2025-08-28 | NP | BITQ - Bitwise 加密行业创新者 ETF | 11,194 | 8.85 | 3,085 | 13.09 | ||||
2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 118 | 2.61 | 33 | 18.52 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 75 | 7.14 | 21 | 25.00 | ||||
2025-08-18 | NP | GVMCX - 政府街中型基金 | 6,000 | 20.00 | 1,654 | 24.66 | ||||
2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 9,477 | 1.96 | 2,612 | 5.96 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 4,735 | 0.96 | 1,305 | 4.90 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 34,293 | 2.62 | 9,452 | 6.62 | ||||
2025-08-14 | 13F | 坎托·菲茨杰拉德,LP | 34,342 | 14.34 | 9,465 | 18.79 | ||||
2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,825 | 563.69 | 1,330 | 677.19 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 554 | 9.27 | 0 | |||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 17,469 | 30.41 | 4,840 | 52.78 | ||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 4,553 | 3.36 | 1,255 | 7.36 | ||||
2025-07-09 | 13F | 伯克希尔银行 | 1,144 | 8.44 | 315 | 12.90 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 20,290 | 37.86 | 5,592 | 43.24 | ||||
2025-07-11 | 13F | 兰兹金融有限责任公司 | 3,932 | 1.13 | 1,084 | 5.04 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 68,683 | 10.46 | 18,930 | 14.77 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 46,235 | 9.10 | 12,743 | 13.35 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 7,550 | 91.72 | 2,081 | 99.23 | ||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 76,617 | 2.16 | 21,117 | 6.14 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 94,829 | 9.59 | 26,275 | 28.38 | ||||
2025-07-31 | 13F | 彼得森财富服务 | 9,846 | 1.82 | 2,714 | 5.77 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 685,973 | 0.51 | 188 | 6.21 | ||||
2025-07-16 | 13F | 石松资产管理公司 | 2,540,578 | 7.42 | 700,234 | 11.60 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 225,448 | 47.16 | 62,138 | 52.88 | ||||
2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 80,434 | 5.80 | 22,169 | 9.92 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 126,006 | 57.99 | 34,730 | 64.14 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 10,900 | 39.74 | 3,004 | 45.19 | |||
2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,793 | 86.07 | 16,290 | 117.98 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 13,395 | 341.50 | 3,692 | 359.08 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 41,956 | 11,625 | ||||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 98,123 | 26.54 | 27,045 | 31.47 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 3,771 | 1.40 | 1,039 | 5.38 | ||||
2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,061 | 229.18 | 17,105 | 242.03 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 89 | 206.90 | 25 | 242.86 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 45,453 | 11.59 | 12,528 | 15.94 | ||||
2025-08-07 | 13F | 卫报合伙公司 | 14,575 | 2.53 | 4,017 | 8.10 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 1,121 | 20.15 | 309 | 24.70 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 6,981 | 31.15 | 1,924 | 36.26 | ||||
2025-08-05 | 13F | 住友生命保险公司 | 30,072 | 382.00 | 8,288 | 400.79 | ||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 6,362 | -1,833.51 | 1,839 | -2,583.78 | ||||
2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 1,940 | 73.21 | 538 | 103.41 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 1,532 | 15.80 | 422 | 25.97 | ||||
2025-07-16 | 13F | 欧文·拉鲁有限责任公司 | 8,273 | 2,280 | ||||||
2025-07-16 | 13F | 达科他财富管理 | 6,568 | 9.16 | 1,810 | 13.41 | ||||
2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 7,880 | 0.31 | 2,172 | 4.17 | ||||
2025-04-29 | 13F | 佩森公司 | 1,050 | 16.54 | 279 | 33.01 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 1,858 | 8.78 | 512 | 13.02 | ||||
2025-08-04 | 13F | 联合银行 | 70,839 | 1.49 | 20 | 5.56 | ||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 21 | 6 | ||||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 1,988,495 | 8.55 | 548,069 | 12.77 | ||||
2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values 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 | 7,701 | 1.66 | 2,134 | 19.10 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 102,900 | 34.16 | 28,361 | 39.39 | |||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 68 | 1,260.00 | 19 | 1,700.00 | ||||
2025-08-14 | 13F | 瑞银集团 | Call | 99,700 | 25.09 | 27,479 | 29.97 | |||
2025-08-27 | NP | ACUSX - Advisors Capital 美国股息基金 | 16,900 | 17.36 | 4,658 | 21.91 | ||||
2025-06-24 | NP | FCGPX - MainStay PineStone 全球股票基金 P 级 | 7,279 | 122.67 | 2,017 | 160.80 | ||||
2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 2,328 | 6.64 | 642 | 10.71 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 182 | 28.17 | 50 | 51.52 | ||||
2025-08-11 | 13F | 管理资产投资组合有限公司 | 40,219 | 0.29 | 11,085 | 4.20 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 33,800 | 6.96 | 9,316 | 11.12 | |||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 861 | 237 | ||||||
2025-08-14 | 13F | 水手有限责任公司 | 130,538 | 18.56 | 35,978 | 23.18 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 136,999 | 792.15 | 37,760 | 827.06 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 2,522 | 5.35 | 676 | 3.53 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 127,177 | 2.60 | 35,053 | 6.59 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,125 | 3.41 | 586 | 7.34 | ||||
2025-08-04 | 13F | 资产标记公司 | 34,144 | 36.13 | 9,411 | 41.44 | ||||
2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 1,984 | 15.35 | 547 | 19.74 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 8,995 | 25.03 | 2,479 | 48.44 | ||||
2025-06-26 | NP | MWOFX - MFS 全球成长基金 A | 27,729 | 7,683 | ||||||
2025-08-14 | 13F | Point72 亚洲(新加坡)私人有限公司有限公司 | 5,273 | 1,453 | ||||||
2025-08-28 | NP | BCDF - Horizon Kinetics 区块链开发 ETF | 1,519 | 26.16 | 419 | 31.03 | ||||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 318 | 92 | ||||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 5,334 | 0.09 | 1,470 | 4.03 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 200,555 | 0.10 | 55,277 | 4.00 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 32,105 | 92.88 | 8,849 | 100.41 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 5,823 | 39.44 | 1,683 | 58.83 | ||||
2025-07-18 | 13F | 联合规划公司 | 915 | 2.92 | 252 | 7.23 | ||||
2025-08-13 | 13F | 法国集团 | 44,909 | 12,344 | ||||||
2025-07-22 | 13F | 汇合财富服务公司 | 2,212 | 0.09 | 609 | 5.55 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,771 | 2.79 | 488 | 6.78 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,218 | 6.19 | 336 | 10.20 | ||||
2025-07-30 | 13F | 达戴维森公司 | 31,025 | 0.42 | 8,551 | 4.34 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 916,457 | 0.55 | 253 | 4.56 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 32,952 | 10.72 | 9,523 | 26.10 | ||||
2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,429 | 37.70 | 673 | 61.39 | ||||
2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 3,053 | 186.40 | 841 | 198.23 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,190 | 38.86 | 328 | 44.49 | ||||
2025-07-25 | 13F | CWM有限公司 | 58,646 | 3.93 | 16 | 14.29 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4 | 1 | ||||||
2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 24,595 | 36.53 | 6,525 | 55.96 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 4,272 | 7.15 | 1,177 | 11.35 | ||||
2025-06-26 | NP | FDVV - 富达高股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 304,038 | 271.65 | 84,243 | 335.40 | ||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 1,074 | 296 | ||||||
2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,217 | 20.51 | 6,433 | 41.18 | ||||
2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 15,394 | 1.04 | 4,243 | 4.97 | ||||
2025-08-22 | NP | 三洲公司 | 47,826 | 8.17 | 13,182 | 12.38 | ||||
2025-08-12 | 13F | 布劳恩史黛西联合公司 | 89,918 | 24,783 | ||||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 976 | 18.88 | 269 | 23.96 | ||||
2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 2,967 | 3.02 | 818 | 6.94 | ||||
2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 6,902 | 7.84 | 1,902 | 12.08 | ||||
2025-08-12 | 13F | 国家信托银行 | 250 | 25.00 | 69 | 28.30 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 31,953 | 1.79 | 8,807 | 5.75 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 8,602 | 0.67 | 2,371 | 4.59 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 21,900 | 12.71 | 6,036 | 17.09 | ||||
2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 435 | 1,640.00 | 120 | 2,875.00 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 167 | 735.00 | 44 | 1,000.00 | ||||
2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,013 | 1.49 | 24,664 | 18.90 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 6,053 | 91.19 | 1,668 | 98.81 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 15,315 | 2.41 | 4,243 | 19.99 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 5,000 | 1,378 | ||||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 6,921 | 1.97 | 1,908 | 5.94 | ||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 60,799 | 3.75 | 16,757 | 7.79 | ||||
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 | 11,838 | 9.13 | 3,263 | 13.38 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 398,743 | 31.13 | 109,902 | 36.24 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 1,048 | 289 | ||||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 5,659 | 2.00 | 1,560 | 5.98 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 13,639 | 431.94 | 3,759 | 452.79 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 5,853 | 5.36 | 1,613 | 9.50 | ||||
2025-08-14 | 13F | 耆那全球有限公司 | 43,667 | 12,035 | ||||||
2025-07-29 | 13F | 积极财富管理 | 93 | 6.90 | 26 | 8.70 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 13,376 | 1.50 | 3,687 | 5.46 | ||||
2025-07-18 | 13F | 九十一英国有限公司 | 329,576 | 34.54 | 90,838 | 39.77 | ||||
2025-08-04 | 13F | 财富管理协会有限公司 | 750 | 207 | ||||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,586 | 0.13 | 437 | 4.05 | ||||
2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 182,250 | 1.30 | 52,670 | 15.36 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 11 | 450.00 | 3 | |||||
2025-08-26 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 127,565 | 34.07 | 35,159 | 39.29 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 5,269 | 0.69 | 1,453 | 4.61 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 206 | 57 | ||||||
2025-08-13 | 13F | 资本基金管理公司 | 86,391 | 37.11 | 23,811 | 42.45 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 3,598 | 12.51 | 992 | 18.54 | ||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 2,187 | 4.54 | 603 | 8.66 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 15,816 | 32.58 | 4,359 | 37.77 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 3,897 | 10.15 | 1,074 | 14.50 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 12,870 | 12.21 | 3,719 | 27.80 | ||||
2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 146,637 | 0.60 | 40,416 | 25.67 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 8,631 | 19.03 | 2,379 | 23.66 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 1,710 | 2.95 | 471 | 7.05 | ||||
2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 5,706 | 76.60 | 1,649 | 101.34 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 2,393 | 5.00 | 660 | 9.11 | ||||
2025-05-23 | NP | ARTTX - Artisan 主题基金投资者股份 | 114,738 | 55.47 | 30,439 | 95.84 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 4,006 | 3.30 | 1,104 | 7.39 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 4,310 | 114.75 | 1,200 | 125.38 | ||||
2025-07-09 | 13F | 捷克国家银行 | 88,083 | 6.42 | 24,277 | 10.57 | ||||
2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 1,144 | 331 | ||||||
2025-08-11 | 13F | Mach-1 金融集团有限公司 | 1,583 | 436 | ||||||
2025-08-12 | 13F | Tableaux 有限责任公司 | 40,462 | 4,840.42 | 1,634 | 653.00 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 6,449 | 1.99 | 1,777 | 5.96 | ||||
2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 29,893 | 0.84 | 8,239 | 4.77 | ||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 833 | 1.71 | 230 | 5.53 | ||||
2025-05-22 | NP | QCELX - AQR 大盘多风格基金 I 类 | 17,872 | 4,741 | ||||||
2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 49,598 | 53.19 | 13,670 | 59.16 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 5,707 | 1,573 | ||||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 65,619 | 18 | ||||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 18,216 | 377.48 | 5,021 | 396.05 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 12,785 | 7.48 | 3,695 | 22.40 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 104,433 | 28,784 | ||||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 58,553 | 20.24 | 16,138 | 24.93 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 232 | 24.73 | 64 | 28.57 | ||||
2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 1,422 | 2.67 | 392 | 6.54 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 84,531 | 0.18 | 23,298 | 4.08 | ||||
2025-08-14 | 13F | 佛罗里达财务顾问有限公司 | 736 | 203 | ||||||
2025-08-01 | 13F | 马克尔公司 | 22,500 | 136.84 | 6,201 | 146.07 | ||||
2025-07-29 | NP | BKWO - 纽约梅隆银行女性机会 ETF | 789 | 228 | ||||||
2025-07-18 | 13F | 铸造金融集团有限公司 | 9,456 | 0.02 | 2,606 | 3.91 | ||||
2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 2,398 | 664 | ||||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,579 | 10.97 | 745 | 26.49 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 22,800 | 356.00 | 6,284 | 373.91 | |||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 1 | 0 | ||||||
2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 4,514 | 0.07 | 1,244 | 4.01 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 6,447 | 10.62 | 1,777 | 14.88 | ||||
2025-08-14 | 13F | 科伊尔财务顾问有限责任公司 | 1,061 | 0.19 | 292 | 4.29 | ||||
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 | 416,600 | 114,823 | ||||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 27,727 | 7,642 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 19 | 850.00 | 5 | |||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 122 | 34 | ||||||
2025-08-13 | 13F | 胜利资本管理公司 | 251,998 | 12.53 | 69,456 | 16.91 | ||||
2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 162 | 47 | ||||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,294 | 4.19 | 359 | 22.18 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 16,953 | 11.83 | 4,673 | 16.19 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 461,154 | 127 | ||||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 4,835 | 28.11 | 1,333 | 33.07 | ||||
2025-07-31 | 13F | 帕西蒂集团公司 | 1,934 | 5.68 | 533 | 9.90 | ||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 1,776 | 490 | ||||||
2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,546,508 | 0.74 | 1,313,941 | 14.72 | ||||
2025-06-30 | NP | WLDR - Affinity World Leaders 股票 ETF | 1,423 | 394 | ||||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,504 | 8.20 | 1,591 | 23.26 | ||||
2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 43,493 | 0.87 | 11,988 | 4.79 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 3,155 | 12.48 | 870 | 16.80 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 149 | 50.51 | 41 | 57.69 | ||||
2025-07-15 | 13F | 卡尔金融集团公司 | 1,377 | 0.44 | 379 | 4.41 | ||||
2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 5,160 | 31.26 | 1,430 | 53.82 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 40,091 | 11,050 | ||||||
2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 27,175 | 2.18 | 7,209 | 16.73 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 79,353 | 0.25 | 21,871 | 4.16 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 6 | 2 | ||||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 1,225 | 0 | ||||||
2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 7,170 | 2,072 | ||||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 2,352 | 648 | ||||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 1,100 | 303 | |||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 3,200 | 882 | |||||
2025-08-14 | 13F | 美国银行 /de/ | 2,747,908 | 5.23 | 757,378 | 9.33 | ||||
2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 38,123 | 46.28 | 10,507 | 51.99 | ||||
2025-08-08 | 13F | 贝拉德公司 | 4,220 | 5.76 | 1,163 | 9.92 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 1,200 | 331 | |||||
2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 105 | 12.90 | 25 | 20.00 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 109 | 1,457.14 | 29 | 2,700.00 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 3,992 | 6.42 | 1,100 | 10.55 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 557 | 286.81 | 154 | 302.63 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 6,306 | 4.89 | 1,738 | 9.03 | ||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 13,521 | 0.95 | 3,727 | -3.72 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 113 | 59.15 | 31 | 72.22 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 119,820 | 1.42 | 33,025 | 5.37 | ||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 795 | 219 | ||||||
2025-08-08 | 13F | 基贝克阿尔法,LP | 960 | 265 | ||||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 21,571 | 5.57 | 6,234 | 20.23 | ||||
2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,813 | 5.40 | 775 | 9.46 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 1,082 | 0.46 | 298 | 4.56 | ||||
2025-08-08 | 13F | 创意策划 | 77,734 | 4.66 | 21,425 | 8.74 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 12,000 | 449.95 | 3,307 | 472.15 | ||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 2,377 | 6.74 | 655 | 11.02 | ||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 2,076 | 11.67 | 575 | 30.98 | ||||
2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 24 | 9.09 | 7 | 20.00 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,989 | 1,200.00 | 551 | 1,430.56 | ||||
2025-07-24 | 13F | 支付宝证券公司 | 7 | 16.67 | 2 | 0.00 | ||||
2025-08-07 | 13F | 中西部信托公司 | 3,595 | 991 | ||||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 6,863 | 60.28 | 1,891 | 66.61 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,418 | 26.72 | 391 | 31.76 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 553 | 152 | ||||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 45,347 | 4.33 | 12,499 | 8.39 | ||||
2025-07-08 | 13F | 小房子资本有限公司 | 8,224 | 27.33 | 2,267 | 32.28 | ||||
2025-08-27 | NP | WCEAX - 常春藤核心股票基金 A 类 | 334,554 | 2.04 | 92,210 | 6.01 | ||||
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 | 172 | 53.57 | 47 | 62.07 | ||||
2025-07-23 | 13F | 弗里登塔尔金融公司 | 3,215 | 886 | ||||||
2025-08-06 | 13F | 几何财富顾问 | 1,502 | 0.13 | 414 | 4.03 | ||||
2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 635,140 | 26.11 | 175,057 | 31.02 | ||||
2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 17,661 | 11.57 | 5,104 | 27.09 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 171,301 | 40.15 | 47,214 | 45.60 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | 4,373 | 4.64 | 1,205 | 8.75 | ||||
2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 4,866 | 1,341 | ||||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 7,233 | 69.87 | 1,994 | 76.53 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 9,109 | 3.70 | 2,559 | 9.83 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 5,982 | 3.33 | 1,649 | 7.36 | ||||
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 | 24,948 | 13.11 | 6,913 | 32.52 | ||||
2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 2,627 | 2.34 | 724 | 6.47 | ||||
2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,068 | 2.15 | 2,499 | 6.16 | ||||
2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 8,179 | 2,254 | ||||||
2025-08-14 | 13F | Ieq资本有限公司 | 101,550 | 4.45 | 27,989 | 8.52 | ||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 206,854 | 0.58 | 59,781 | 14.54 | ||||
2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 6,579 | 23.43 | 1,813 | 28.31 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 47,088 | 0.49 | 12,978 | 4.40 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 111,817 | 49.09 | 30,819 | 54.90 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 16,600 | 4,575 | |||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 50,600 | 557.14 | 13,946 | 582.96 | |||
2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 383,458 | 15.85 | 105,689 | 20.37 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 40,307 | 3.87 | 11,109 | 7.91 | ||||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 1,182 | 0.94 | 328 | 18.48 | ||||
2025-08-14 | 13F | 晴雨表资本管理公司 | 5,517 | 1,521 | ||||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 14,166 | 166.98 | 3,892 | 179.80 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 28,560 | 43.25 | 7,871 | 48.85 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 5,153 | 152.23 | 1,447 | 157.75 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 12,539 | 0.68 | 3,456 | 4.60 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 607,539 | 2.71 | 167,450 | 6.71 | ||||
2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 486,067 | 131,625.47 | 133,970 | 138,012.37 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 736 | 204 | ||||||
2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 105,035 | 3.15 | 28,950 | 7.16 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 54,534 | 7.93 | 15,031 | 12.13 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 775 | 214 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,651 | 7.56 | 455 | 11.79 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 7,163 | 13.16 | 1,974 | 17.57 | ||||
2025-08-08 | 13F | 橡树丰收投资服务 | 25,702 | 1.24 | 7,084 | 5.17 | ||||
2025-08-11 | 13F | 思维财富管理有限责任公司 | 31,029 | 0.09 | 8,552 | 4.00 | ||||
2025-07-24 | 13F | PDS 规划公司 | 3,038 | 8.42 | 837 | 12.65 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 29,261 | 5.21 | 8,065 | 9.30 | ||||
2025-07-24 | 13F | MFA财富服务 | 994 | 2.58 | 274 | 6.64 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 42,477 | 2.70 | 11,708 | 6.70 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 4,202 | 0.02 | 1,158 | 3.95 | ||||
2025-08-14 | 13F | 迪凯特资本管理公司 | 12,316 | 0.35 | 3,395 | 4.27 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 716 | 11.88 | 197 | 16.57 | ||||
2025-08-12 | 13F | 银色信托公司 | 3,076 | 0.72 | 848 | 4.57 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 58,831 | 1.45 | 16,215 | 5.40 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 183,032 | 60.79 | 50,447 | 67.05 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 9,178,681 | 3.61 | 2,524,271 | 7.62 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 12,626 | 132.61 | 3,480 | 141.83 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 750 | 53.06 | 207 | 60.94 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,102 | 15.37 | 579 | 19.88 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 351 | 50.64 | 97 | 57.38 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 6,700 | 3.73 | 2 | 0.00 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 767 | 8.03 | 211 | 12.23 | ||||
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 | 168 | 7.69 | 47 | 27.78 | ||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 5,524 | 1,523 | ||||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 327 | 4.14 | 90 | 8.43 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 60,819 | 17.20 | 16,763 | 21.75 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 69,799 | 10.32 | 19,238 | 14.61 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 574,360 | 2.31 | 158,305 | 6.29 | ||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 472 | 176.02 | 130 | 188.89 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 53,148 | 3.56 | 14,649 | 7.60 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 44,393 | 37.84 | 12,235 | 43.22 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 41,149 | 18.32 | 11,341 | 22.92 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 24,907 | 6,865 | ||||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 11,590,919 | 1.76 | 3,194,689 | 5.73 | ||||
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 | 292,470 | 91.51 | 80,611 | 98.97 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 23,572 | 1,325.15 | 6,497 | 1,383.11 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 185,487 | 4.39 | 51,124 | 8.45 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 123 | 105.00 | 34 | 120.00 | ||||
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 | 125,963 | 18.87 | 34,718 | 23.50 | ||||
2025-08-06 | 13F | 科技银行/pa | 38 | 10 | ||||||
2025-07-24 | 13F | 路易斯堡投资公司 | 510 | 141 | ||||||
2025-08-14 | 13F | 工程师 门经理 LP | 1,632 | 79.74 | 450 | 87.08 | ||||
2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 7,327 | 2,019 | ||||||
2025-07-09 | 13F | 灯塔金融集团 | 1,355 | 2.73 | 374 | 6.88 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 2,421 | 3.77 | 667 | 7.93 | ||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,905 | 73.18 | 528 | 102.69 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 1,189 | 21.45 | 336 | 29.34 | ||||
2025-07-23 | NP | RJMG - FT Raymond James 多元成长股票 ETF | 1,149 | 332 | ||||||
2025-08-11 | 13F | 先锋集团公司 | 35,176,376 | 1.54 | 9,695,313 | 5.49 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 653 | 24.86 | 180 | 30.66 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 3,064 | 16.72 | 845 | 21.26 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 53,675 | 78.01 | 14,683 | 83.29 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 953 | 3.93 | ||||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 726 | 50.00 | 200 | 56.25 | ||||
2025-08-14 | 13F | 高维斯塔策略有限责任公司 | 5,200 | 1,433 | ||||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 5,755,739 | 5.64 | 1,586 | 9.76 | ||||
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 | 156,779 | 8.09 | 43,440 | 26.63 | ||||
2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 78,501 | 20,826 | ||||||
2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 3,889 | 10.96 | 1,072 | 15.29 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 61,885 | 202.38 | 17,057 | 214.16 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 8,031 | 7.97 | 2,214 | 12.16 | ||||
2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 360 | 66.67 | 100 | 94.12 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 7,543 | 4.10 | 2,079 | 8.17 | ||||
2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 559 | 162 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 14,166 | 0.30 | 3,904 | 4.22 | ||||
2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 5,445 | 0.11 | 1,501 | 4.02 | ||||
2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 12,317 | 1.48 | 3,395 | 5.44 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 857,379 | 3.94 | 236,311 | 7.98 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 51,830 | 20.16 | 14,285 | 24.84 | ||||
2025-08-13 | 13F | 美国资金管理有限责任公司 | 808 | 3.86 | 223 | 7.77 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 131,701 | 2.88 | 36,299 | 6.88 | ||||
2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 48,515 | 0.00 | 13,372 | 3.89 | ||||
2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 65 | 18 | ||||||
2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 61,728 | 17.95 | 17,013 | 22.55 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 37 | 54.17 | 10 | 66.67 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 4,137 | 83.62 | 1,140 | 90.95 | ||||
2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 324,866 | 1.40 | 93,886 | 15.48 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 2,174 | 139.96 | 599 | 149.58 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 256 | 204.76 | 74 | 247.62 | ||||
2025-07-25 | NP | ABVAX - AB 价值基金 A 类 | 24,297 | 2.58 | 7,022 | 16.82 | ||||
2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 41,257 | 4.75 | 11,371 | 8.83 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 1,095 | 38.96 | 302 | 44.02 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 24,875 | 256.22 | 6,856 | 270.19 | ||||
2025-08-05 | 13F | 维瑞特资产管理公司 | 2,020 | 7.73 | 557 | 11.87 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 1,308 | 5.57 | 367 | 14.69 | ||||
2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 401,525 | 0.76 | 111,255 | 18.04 | ||||
2025-08-14 | 13F | 索恩资本管理有限公司 | 15,227 | 4,197 | ||||||
2025-07-31 | 13F | Stegent 股权顾问公司 | 1,686 | 7.73 | 465 | 11.81 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 362,066 | 6.46 | 99,788 | 10.62 | ||||
2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,846 | 8.52 | 533 | 23.67 | ||||
2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,370,346 | 0.18 | 1,204,555 | 4.09 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 400 | 14.29 | 110 | 19.57 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 9,200 | 8.24 | 2,516 | 12.63 | |||
2025-08-13 | 13F | 汇丰控股有限公司 | Put | 25,800 | 37.97 | 7,054 | 43.55 | |||
2025-07-24 | 13F | 标准人寿安本有限公司 | 620,828 | 1.57 | 169,542 | 5.57 | ||||
2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 3,138 | 2.55 | 865 | 6.54 | ||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 15,485 | 7.26 | 4,268 | 11.44 | ||||
2025-08-21 | NP | NODE - 链上经济 ETF | 296 | 82 | ||||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 825 | 227 | ||||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 4,795 | 2.59 | 1,309 | 6.86 | ||||
2025-07-18 | 13F | 信托金融公司 | 64,939 | 10.02 | 17,898 | 14.31 | ||||
2025-07-08 | 13F | 战略倡导者有限责任公司 | 1,907 | 3.08 | 526 | 7.14 | ||||
2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 24,266 | 13.33 | 6,688 | 17.75 | ||||
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 | 14 | 16.67 | 4 | 50.00 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 103,209 | 4.21 | 27,380 | 19.04 | ||||
2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 1,344 | 370 | ||||||
2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 246 | 34.43 | 68 | 58.14 | ||||
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 | 13,537 | 3,731 | ||||||
2025-07-09 | 13F | 拉德诺资本管理有限公司 | 1,618 | 14.35 | 0 | |||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 11,155 | 1.19 | 3,075 | 5.13 | ||||
2025-08-19 | 13F | MRP 资本投资有限责任公司 | 3,805 | 9.03 | 1,049 | 13.30 | ||||
2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 61,460 | 0.66 | 16,940 | 4.57 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 74,351 | 1.46 | 20,493 | 5.41 | ||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,733 | 4.84 | 480 | 23.08 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 78,098 | 0.29 | 22,570 | 14.21 | ||||
2025-07-08 | 13F | 金石金融集团有限公司 | 4,257 | 0.05 | 1,178 | 4.34 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 1,379 | 0.36 | 380 | 4.40 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 5,021 | 0.76 | 1,384 | 4.69 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 2,547 | 32.24 | 1 | |||||
2025-08-28 | NP | DIVO - Amplify CWP 增强型股息收入 ETF | 790,514 | 0.12 | 217,881 | 4.02 | ||||
2025-04-30 | 13F | 索福斯投资公司 | 122 | 32 | ||||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 3,163 | 6.32 | 872 | 10.39 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 38 | 10 | ||||||
2025-08-20 | 13F | 北达拉斯银行与信托公司 | 1,520 | 419 | ||||||
2025-08-08 | 13F | 金融引力公司 | 320 | 481.82 | 88 | 633.33 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 1,762 | 46.10 | 486 | 52.04 | ||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 12,200 | 3,351 | ||||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 110,936 | 1.22 | 30,576 | 5.17 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 63,319 | 31.62 | 17,452 | 36.74 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 18,542 | 10.62 | 5,111 | 14.93 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 161 | 11.03 | 44 | 7.32 | ||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 1,496 | 415 | ||||||
2025-07-18 | 13F | 第一联合银行信托/ | 5,002 | 25.93 | 1,379 | 30.86 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 161,902 | 3.16 | 44,623 | 7.18 | ||||
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 | 390,633 | 2.65 | 107,666 | 6.64 | ||||
2025-08-07 | 13F | 英杰华公司 | 269,411 | 32.04 | 74,255 | 37.18 | ||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 4,295 | 1,184 | ||||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 27,206 | 132.49 | 7,482 | 144.43 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 11,735 | 6.56 | 3,234 | 10.72 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 9,622 | 8.19 | 2,652 | 12.42 | ||||
2025-07-18 | 13F | 美国金融组合公司 | 1,098 | 26.79 | 303 | 31.88 | ||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 231,962 | 0.82 | 63,933 | 4.75 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 48,881 | 2.66 | 13,473 | 6.66 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 234 | 6.36 | 68 | 21.82 | ||||
2025-08-06 | 13F | 峰会财富与退休规划公司 | 1,637 | 451 | ||||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 370 | 102 | ||||||
2025-08-08 | 13F | 十字马克全球控股公司 | 18,570 | 9.13 | 5,118 | 13.38 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 23 | 35.29 | 6 | 50.00 | ||||
2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 15,734 | 4,337 | ||||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 5,832 | 2.97 | 1,607 | 6.99 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,128 | 1.99 | 311 | 5.80 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 9,700 | 2,674 | |||||
2025-07-23 | 13F | 阳光资本管理有限公司 | 836 | 230 | ||||||
2025-08-07 | 13F | 野山羊财富顾问 | 35,528 | 59.09 | 9,792 | 65.29 | ||||
2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 8,624 | 53.34 | 2,377 | 59.36 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 3,500 | 965 | ||||||
2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 5,315 | 18.61 | 1,465 | 23.23 | ||||
2025-08-12 | 13F | Ci投资公司 | 1,917 | 16.32 | 1 | |||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 36,622 | 1.46 | 10,094 | 5.41 | ||||
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 | 368 | 16.46 | 102 | 36.49 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 2,790,592 | 1.62 | 769,143 | 5.57 | ||||
2025-08-11 | 13F | Martingale 资产管理公司 | 17,396 | 42.43 | 4,795 | 47.96 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 8,297 | 18.41 | 2,287 | 23.04 | ||||
2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 21,701 | 2.82 | 5,981 | 6.80 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 81 | 22 | ||||||
2025-08-14 | 13F | FJ资本管理有限公司 | 7,795 | 2,148 | ||||||
2025-08-05 | 13F | 机械资本公司 | 7,908 | 2,180 | ||||||
2025-08-07 | 13F | 指导资本公司 | 1,823 | 64.23 | 512 | 64.31 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 1,618 | 5.82 | 446 | 9.88 | ||||
2025-07-31 | 13F | 卫报资产顾问有限公司 | 1,313 | 12.51 | 362 | 16.83 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,129 | 24.31 | 862 | 29.24 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 6,329 | 15.96 | 1,744 | 20.44 | ||||
2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 1,773 | 489 | ||||||
2025-08-13 | 13F | 宽博科技有限公司 | 4,294 | 1,184 | ||||||
2025-08-26 | NP | 贝莱德科技信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,716 | 5,985 | ||||||
2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 14,485 | 332.52 | 3,991 | 351.98 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 5,175 | 3.09 | 1,434 | 20.72 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 11,577 | 27,464.29 | 0 | -100.00 | ||||
2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 14,419 | 24.02 | 4,167 | 41.25 | ||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 2,771 | 2.48 | 764 | 6.42 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 260,465 | 0.65 | 71,789 | 4.57 | ||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 4,150 | 1.12 | 1,144 | 5.06 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 57,124 | 22.04 | 15,744 | 26.79 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 363 | 44.05 | 100 | 51.52 | ||||
2025-07-28 | NP | NBGX - 路博迈成长ETF | 144 | 3.60 | 42 | 17.14 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,261 | 4.73 | 355 | 10.63 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 233,866 | 7.48 | 64,458 | 11.66 | ||||
2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 533 | 147 | ||||||
2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 439 | 121 | ||||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 15,094 | 9.96 | 4,160 | 14.25 | ||||
2025-08-28 | NP | VNGYX - Vontobel 全球股票基金 Y 股 | 2,837 | 22.34 | 782 | 26.99 | ||||
2025-08-15 | 13F | Monimus资本管理有限公司 | 11,731 | 34.08 | 3,233 | 39.29 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 9,152 | 4.77 | 2,536 | 22.70 | ||||
2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 1,113 | 2.11 | 307 | 5.88 | ||||
2025-08-14 | 13F | 星云研究与开发有限责任公司 | 3,599 | 992 | ||||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,592 | 19.06 | 714 | 23.74 | ||||
2025-08-13 | 13F | 咨询研究公司 | 51,236 | 31.95 | 14,122 | 37.08 | ||||
2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 6,957 | 0.23 | 1,917 | 4.13 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 22 | 6 | ||||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 3,962 | 12.49 | 1,092 | 16.92 | ||||
2025-08-28 | NP | TPHE - Timothy Plan 高股息股票增强型 ETF | 1,313 | 362 | ||||||
2025-07-07 | 13F | OMNI 360 财富公司 | 1,520 | 9.99 | 419 | 14.21 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 3,025 | 41.16 | 834 | 46.65 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 96,823 | 19.09 | 26,686 | 23.73 | ||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 1,693 | 24.12 | 467 | 29.09 | ||||
2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,177 | 18.77 | 324 | 23.66 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 1,431 | 394 | ||||||
2025-08-04 | 13F | UNIVEST金融公司 | 10,112 | 12.68 | 2,787 | 17.06 | ||||
2025-08-14 | 13F | 亲和投资顾问有限公司 | 1,695 | 467 | ||||||
2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 937,358 | 0.01 | 258,355 | 3.91 | ||||
2025-08-08 | 13F | 维斯特科公司 | 15,759 | 12.55 | 4 | 33.33 | ||||
2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 63,800 | 18.37 | 17,585 | 22.97 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 2,776 | 765 | ||||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 68,200 | 18,797 | ||||||
2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 135,210 | 338.84 | 37,265 | 355.95 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 4,555 | 2.11 | 1,255 | 6.09 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 117,845 | 43.46 | 32 | 52.38 | ||||
2025-08-13 | 13F | 定制索引系统有限公司 | 1,310 | 361 | ||||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 49,729 | 1.11 | 14 | 0.00 | ||||
2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,276 | 145.86 | 354 | 189.34 | ||||
2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 5,623 | 1,558 | ||||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 304,842 | 2.94 | 84,021 | 6.95 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 38,979 | 28.03 | 10,743 | 33.02 | ||||
2025-08-14 | 13F | 埃米特投资管理有限公司 | 34,910 | 84.12 | 9,615 | 93.36 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 8,045 | 30.49 | 2,217 | 35.60 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 205 | 0.99 | 57 | 5.66 | ||||
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 | 496,350 | 11.50 | 136,804 | 15.84 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 54,625 | 4.05 | 15,056 | 8.10 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 5,600 | 2 | |||||
2025-08-13 | 13F | 新斯科舍银行信托公司 | 27,105 | 4.98 | 7,471 | 9.07 | ||||
2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 181,022 | 3.68 | 50,158 | 21.46 | ||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 766 | 211 | ||||||
2025-08-14 | 13F | 曼氏集团 | 223,286 | 47.95 | 61,542 | 53.72 | ||||
2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 9,246 | 2,562 | ||||||
2025-08-13 | 13F | 西北互助财富管理公司 | 12,210 | 0.39 | 3,365 | 4.31 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,109,681 | 1.38 | 581,470 | 5.32 | ||||
2025-08-08 | 13F | 荷兰银行投资解决方案 | 17,582 | 194.95 | 4,846 | 206.45 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 4,180 | 108.37 | 1,152 | 116.54 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 1,544 | 12.13 | 426 | 17.73 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 7,986 | 25.19 | 2,201 | 30.08 | ||||
2025-07-23 | NP | DTCAX - 纽约梅隆银行可持续美国股票基金公司 A 类 | 28,259 | 8,167 | ||||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 94 | 84.31 | 26 | 92.31 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 73,847 | 35.06 | 20,354 | 40.32 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 172,500 | 33.82 | 47,544 | 39.04 | |||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 28,275 | 1.52 | 8 | 0.00 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 1,920 | 2.51 | 529 | 6.65 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 861 | 237 | ||||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 19,342 | 8.61 | 5,331 | 12.85 | ||||
2025-08-14 | 13F | 联信银行 | 95,349 | 8.75 | 26,280 | 12.99 | ||||
2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 62,486 | 20.34 | 18,058 | 37.04 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 152,340 | 3.30 | 41,966 | 7.27 | ||||
2025-07-09 | 13F | 韦斯特伯恩投资公司 | 7,384 | 178.64 | 2,035 | 189.47 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 122,834 | 36.17 | 33,856 | 41.48 | ||||
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 | 22 | 22.22 | 6 | 50.00 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 57,464 | 1.15 | 16 | 0.00 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 192,461 | 8.33 | 53,046 | 12.55 | ||||
2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 11,529 | 72.15 | 3,178 | 78.89 | ||||
2025-08-12 | 13F | 美国世纪公司 | 65,704 | 16.83 | 18,109 | 21.37 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 1,367 | 1.33 | 377 | 5.32 | ||||
2025-08-12 | 13F | 阿彻投资公司 | 961 | 3,596.15 | 265 | 4,300.00 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 11,301 | 9.58 | 3,115 | 13.86 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 45,755 | 26.56 | 12,616 | 31.54 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 11 | 266.67 | 3 | |||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 60,666 | 3.30 | 17,532 | 17.64 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 280,255 | 32.39 | 77,264 | 38.20 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 12,544 | 1.41 | 3,457 | 5.36 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 234,667 | 5.22 | 65,022 | 23.26 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 34,862 | 2.13 | 9,609 | 6.11 | ||||
2025-07-16 | 13F | 老虎橡树管理有限公司 | 10,122 | 2.20 | 2,790 | 6.17 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 15,262 | 9.77 | 4,207 | 14.05 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 101,716 | 4.97 | 26,971 | 19.86 | ||||
2025-07-28 | NP | ESN - 基本 40 股票 ETF | 9,206 | 6.28 | 2,661 | 21.02 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 27,350 | 18.33 | 7,538 | 22.95 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 3,439 | 1,009.35 | 912 | 1,420.00 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 116,545 | 0.25 | 32,122 | 4.15 | ||||
2025-07-10 | 13F | 瑞典银行 | 180,399 | 81.68 | 49,722 | 88.76 | ||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 20,503 | 253.87 | 5,651 | 254.07 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 133,189 | 7.56 | 36,694 | 11.88 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 29,977 | 9.08 | 8,262 | 13.33 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 1,108 | 34.96 | 305 | 40.55 | ||||
2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 6,781 | 252.63 | 1,960 | 302.26 | ||||
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 | 48,804 | 16.54 | 14,104 | 32.72 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 81,446 | 22.43 | 22,448 | 43.28 | ||||
2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 82,299 | 20.87 | 22,683 | 25.58 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 2,364 | 3.32 | 652 | 7.43 | ||||
2025-07-15 | 13F | IMS资本管理公司 | 4,613 | 5.01 | 1,271 | 9.10 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 85,208 | 132.59 | 23,485 | 141.66 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 31,531 | 3.10 | 8,691 | 7.11 | ||||
2025-07-24 | 13F | MSH资本顾问有限公司 | 10,645 | 0.92 | 2,934 | 4.82 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 1,373 | 10.73 | 378 | 15.24 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 978 | 13.06 | 270 | 17.47 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 600 | 165 | ||||||
2025-07-15 | 13F | 北极星投资管理公司 | 8,245 | 0.24 | 2,272 | 4.17 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 584,815 | 2.56 | 161,187 | 6.56 | ||||
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 | 67,135 | 2.01 | 18,504 | 5.97 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 11,717 | 1.23 | 3,229 | 5.18 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 92 | 8.24 | 25 | 25.00 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 32,960 | 9,084 | ||||||
2025-07-31 | 13F | 一号资产管理有限公司 | 218,570 | 2.61 | 60,242 | 6.60 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 76,600 | 50.79 | 21,112 | 56.66 | |||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 88,000 | 20.55 | 24,255 | 25.24 | |||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,326 | 7.37 | 366 | 11.62 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 78,635 | 1,150.76 | 5 | 300.00 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 1,529 | 388 | ||||||
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 | 49,174 | 10.85 | 14,211 | 26.24 | ||||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 2,191 | 604 | ||||||
2025-08-15 | 13F | 公平控股公司 | 4,488 | 10.05 | 1,237 | 14.34 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 23,961 | 8.67 | 6,604 | 12.91 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 400 | 110 | |||||
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 | 168,896 | 29.04 | 46,551 | 34.06 | ||||
2025-08-05 | 13F | 杰赛普财富管理公司 | 7,969 | 0.45 | 2,197 | 4.37 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 35,343 | 47.04 | 9,741 | 52.78 | ||||
2025-08-14 | 13F | 车床资本有限公司 | Call | 3,500 | 9.38 | 965 | 13.68 | |||
2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 10,487 | 52.89 | 2,906 | 79.10 | ||||
2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 2,574 | 0.98 | 709 | 4.88 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,613 | 4.54 | 445 | 8.56 | ||||
2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 418,194 | 52.81 | 115,873 | 79.01 | ||||
2025-08-11 | 13F | 斯通布鲁克私人公司 | 12,211 | 1.56 | 3,363 | 5.42 | ||||
2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 1,095 | 3.69 | 302 | 7.50 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 102,311 | 42.80 | 28,199 | 48.36 | ||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,173 | 4.62 | 628 | 18.98 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 675,207 | 9.28 | 186,101 | 13.53 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,166 | 46.67 | 321 | 52.86 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 708 | 1.29 | 195 | 5.41 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 3,835 | 28.22 | 1,057 | 48.66 | ||||
2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 183,122 | 0.89 | 50,472 | 4.82 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 2,419 | 0.96 | 667 | 4.88 | ||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 2,880 | 5.30 | 794 | 9.38 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 88,379 | 7.24 | 24,359 | 11.42 | ||||
2025-08-13 | 13F | 美丽华资本有限责任公司 | 57,662 | 0.51 | 15,893 | 4.42 | ||||
2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 4,498 | 15.45 | 1,240 | 19.94 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 5,622 | 15.28 | 1,550 | 19.80 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 2,813 | 775 | ||||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 316 | 13.67 | 87 | 19.18 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,068 | 3.19 | 570 | 7.16 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 82 | 23 | ||||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 15,673 | 60.03 | 4,320 | 66.24 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 23,476 | 5.77 | 6,785 | 20.45 | ||||
2025-08-11 | 13F | 入口点资本有限责任公司 | 1,082 | 298 | ||||||
2025-08-14 | 13F | 魁北克储蓄银行 | 4,608 | 74.61 | 1,270 | 81.43 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 18,277 | 9.22 | 5,282 | 24.40 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 4,544 | 7.83 | 1,252 | 12.09 | ||||
2025-08-13 | 13F | 吉布斯财富管理 | 1,343 | 370 | ||||||
2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 31,577 | 239.17 | 9 | 300.00 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 3,619 | 1 | ||||||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 37,034 | 36.61 | 10,261 | 60.03 | ||||
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 | 3,365 | 8.41 | 972 | 23.51 | ||||
2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 1,781 | 493 | ||||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 66,682 | 2,167.32 | 18,379 | 2,256.15 | ||||
2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 86,514 | 0.50 | 25,003 | 14.45 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 13 | 116.67 | 4 | 200.00 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 886 | 13.44 | 244 | 17.87 | ||||
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 | 49,218 | 0.20 | 13,637 | 17.39 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 24,600 | 127.78 | 6,780 | 136.65 | |||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 996 | 15.55 | 275 | 20.18 | ||||
2025-08-14 | 13F | 和谐资产管理有限公司 | 17,001 | 1.55 | 4,686 | 5.49 | ||||
2025-07-31 | 13F | 联合社区银行 | 211 | 13.44 | 58 | 18.37 | ||||
2025-08-13 | 13F | 挪威银行 | 5,701,497 | 1,571,447 | ||||||
2025-08-12 | 13F | SRS 资本顾问公司 | 34,547 | 1,801.32 | 9,522 | 1,875.52 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 14,014 | 20.48 | 3,863 | 25.15 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 6,803 | 4.44 | 1,805 | 16.39 | ||||
2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 95 | 26 | ||||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 29,731 | 3.59 | 8,592 | 17.97 | ||||
2025-08-14 | 13F | 富国银行/百万 | 904,755 | 7.18 | 249,369 | 11.36 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 3,299 | 3.16 | 909 | 7.19 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 15,120 | 15.50 | 4,167 | 20.02 | ||||
2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 740 | 204 | ||||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 3,353 | 32.16 | 969 | 50.70 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 4,682,066 | 2.02 | 1,289,910 | 5.96 | ||||
2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 4,320 | 2,838.78 | 1,191 | 3,031.58 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 5,626 | 2.18 | 1,551 | 7.42 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 350 | 32.08 | 101 | 50.75 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,075 | 15.86 | 572 | 20.21 | ||||
2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 12,646 | 403.02 | 3,655 | 617.88 | ||||
2025-07-28 | 13F | 港口投资公司 | 378 | 1.61 | 104 | 6.12 | ||||
2025-08-29 | NP | LABAX - Loomis Sayles 战略 Alpha 基金 A 类 | 288 | 79 | ||||||
2025-07-07 | 13F | Nova财富管理有限公司 | 15 | 4 | ||||||
2025-07-22 | 13F | PUREfi 财富有限责任公司 | 1,117 | 40.50 | 308 | 46.19 | ||||
2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 812,368 | 28.38 | 223,905 | 33.38 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 134,979 | 0.97 | 37 | 5.71 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,109 | 306 | ||||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 15,098 | 0.60 | 4,183 | 17.86 | ||||
2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 597 | 165 | ||||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 4,588 | 1,265 | ||||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 25,006 | 6,892 | ||||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 108,340 | 4.38 | 29,861 | 8.45 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 845 | 0.60 | 233 | 4.50 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 23,247 | 0.25 | 6,441 | 17.45 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 3 | 0 | ||||||
2025-08-07 | 13F | 米德咨询服务公司 | 8,559 | 29.72 | 2,359 | 34.80 | ||||
2025-08-13 | 13F | Westerkirk资本公司 | 7,100 | 1,957 | ||||||
2025-08-11 | 13F | 卢卡斯山管理有限公司 | 4,962 | 1,368 | ||||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,079 | 15.88 | 1,124 | 20.47 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | Call | 100 | 28 | |||||
2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 1,275 | 351 | ||||||
2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 45,880 | 225.37 | 12,712 | 281.17 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 732 | 202 | ||||||
2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 15,166 | 1,957.80 | 4,202 | 2,314.94 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 47,500 | 29.78 | 13,092 | 34.83 | |||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 61 | 8.93 | 17 | 23.08 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 20 | 900.00 | 6 | |||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 76,239 | 2.83 | 21,011 | 6.84 | ||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 1,608 | 2.55 | 443 | 6.75 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 2,599 | 716 | ||||||
2025-08-28 | NP | Elevation Series Trust - Opal股息收入ETF | 26,909 | 7,417 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | 9,253 | 2,550 | ||||||
2025-07-21 | 13F | 上升集团有限责任公司 | 22,413 | 2.66 | 6,178 | 6.65 | ||||
2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 825 | 227 | ||||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 13,991 | 1.07 | 3,856 | 5.01 | ||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 58 | 5,700.00 | 16 | |||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 27,484 | 0.30 | 7,575 | 4.21 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 216 | 0.47 | 59 | 3.51 | ||||
2025-07-10 | 13F | 瑞安投资管理公司 | 17 | 5 | ||||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 1,896 | 50.60 | 523 | 56.29 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 1,379,851 | 18.02 | 380,315 | 22.61 | ||||
2025-08-12 | 13F | 左脑财富管理有限责任公司 | 11,533 | 3,179 | ||||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 81,009 | 8.38 | 23,412 | 23.42 | ||||
2025-08-26 | NP | UDI - USCF 股息收入基金 | 354 | 9.60 | 98 | 14.12 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 226 | 15.90 | 0 | |||||
2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 598 | 50.63 | 165 | 56.19 | ||||
2025-08-13 | 13F | 费城信托公司 | 1,700 | 6.25 | 0 | |||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 6,574 | 55.30 | 1,812 | 61.41 | ||||
2025-07-21 | 13F | 三合财富合伙有限公司 | 1,290 | 0.39 | 356 | 4.41 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 1,070 | 1.90 | 295 | 5.76 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 62,394 | 43.37 | 17,197 | 48.96 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 2,800 | 772 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | 3,918 | 120.86 | 1,080 | 129.57 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 11,911 | 25.91 | 3,300 | 47.52 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 93,396 | 10.33 | 25,878 | 29.25 | ||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 2,344,257 | 332.62 | 649,547 | 406.82 | ||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 355 | 0.28 | 98 | 4.30 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 206,568 | 17.68 | 56,934 | 22.32 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 871 | 13.56 | 240 | 18.23 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 55,844 | 109.58 | 15,392 | 119.43 | ||||
2025-08-14 | 13F | 停战资本有限公司 | 952 | 262 | ||||||
2025-08-05 | 13F | 埃莱维斯特公司 | 2,359 | 19.93 | 650 | 24.76 | ||||
2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 35,128 | 1.94 | 9,682 | 5.91 | ||||
2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 15,047 | 14.99 | 4,147 | 19.48 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 13,295 | 7.69 | 3,664 | 11.88 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 59,179 | 773.88 | 16,311 | 1,019.42 | ||||
2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 3,177 | 1.73 | 876 | 5.68 | ||||
2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 1,322 | 0.69 | 364 | 4.60 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 2,740 | 41.68 | 755 | 47.17 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 34 | 6.25 | 9 | 12.50 | ||||
2025-08-12 | 13F | 瓦伦资本合伙人 | 86,050 | 23,717 | ||||||
2025-07-08 | 13F | NBC 证券公司 | 2,979 | 72.60 | 1 | |||||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 48 | 13 | ||||||
2025-08-12 | 13F | MAI资本管理 | Call | 28 | ||||||
2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 26,867 | 102.51 | 7,765 | 130.66 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 3,978 | 4.74 | 1,096 | 8.84 | ||||
2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 13,731 | 22.72 | 3,785 | 27.49 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 13,486 | 3,287 | ||||||
2025-08-14 | 13F | 财务咨询服务公司 | 13,637 | 7.64 | 3,759 | 11.85 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 9 | 2 | ||||||
2025-05-15 | 13F | 乐天投资管理公司 | 32,937 | 61.43 | 8,637 | 93.94 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 10,290 | 17.87 | 2,836 | 22.51 | ||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 22,341 | 4.60 | 6,457 | 19.11 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 52,800 | 152.63 | 14,553 | 162.48 | |||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 143,300 | 9.89 | 39,496 | 14.17 | |||
2025-08-04 | 13F | 惠伦财富管理公司 | 3,724 | 1,026 | ||||||
2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 457 | 127.36 | 127 | 200.00 | ||||
2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 49,231 | 13,641 | ||||||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 73,920 | 1.31 | 20,374 | 5.25 | ||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 8,231 | 2.63 | 2,269 | 6.63 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 6,553 | 19.93 | 1,806 | 24.64 | ||||
2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 3,152 | 65.11 | 869 | 71.54 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 5 | ||||||
2025-08-08 | 13F | L & S 顾问公司 | 36,323 | 158.43 | 10,011 | 168.54 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 106 | 6.00 | 30 | 15.38 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,611 | 230.68 | 995 | 244.29 | ||||
2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 5,995 | 69.97 | 1,733 | 93.52 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,135 | 0.89 | 313 | 4.70 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 750 | 206 | ||||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 199,305 | 54,932 | ||||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 19,584 | 2.72 | 5,398 | 6.72 | ||||
2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 35,831 | 14.72 | 10,355 | 30.65 | ||||
2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 1,180 | 313 | ||||||
2025-08-13 | 13F | 基尔特集团有限公司 | 33 | 9 | ||||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 860 | 237 | ||||||
2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 31,642 | 17.82 | 8,767 | 38.04 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,771 | 47.08 | 764 | 52.91 | ||||
2025-08-12 | 13F | 德意志银行\ | 1,541,568 | 9.07 | 424,887 | 13.32 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 14,671 | 7.15 | 4,044 | 11.32 | ||||
2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 681 | 23.59 | 188 | 28.08 | ||||
2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 3,573,688 | 62.07 | 984,990 | 68.38 | ||||
2025-08-26 | NP | 机构投资策略基金 | 31 | 47.62 | 9 | 60.00 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 64,984 | 25.57 | 18 | 30.77 | ||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 2,193 | 604 | ||||||
2025-08-26 | NP | XVOL - Acruence 主动对冲美国股票 ETF | 380 | 12.76 | 105 | 16.85 | ||||
2025-08-14 | 13F | 帝国人寿投资公司 | 83,507 | 1.34 | 23,016 | 5.29 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 298 | 21.14 | 82 | 26.15 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 786,454 | 22.24 | 216,724 | 15.95 | ||||
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 | 362,488 | 3.00 | 104,759 | 17.30 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 223 | 13.78 | 61 | 19.61 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 37,779 | 0.01 | 10,413 | 3.90 | ||||
2025-05-30 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 527 | 45.18 | 140 | 65.48 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 196 | 20.25 | 54 | 25.58 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 13,328 | 1,135.22 | 3,673 | 1,184.27 | ||||
2025-08-07 | 13F | Mirabaud资产管理有限公司 | 44,822 | 13.08 | 12,315 | 18.48 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 4,662 | 3.97 | 1,281 | 9.02 | ||||
2025-08-08 | 13F | M&G 有限公司 | 729,949 | 30.47 | 201,466 | 35.89 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 47 | 13 | ||||||
2025-08-27 | NP | BDAFX - 男爵持久优势基金 | 41,429 | 88.22 | 11,419 | 95.55 | ||||
2025-08-13 | 13F | 资本国际投资者 | 4,463,831 | 0.68 | 1,230,207 | 4.63 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 8,323 | 2,294 | ||||||
2025-07-11 | 13F | IFM 投资者有限公司 | 69,361 | 4.20 | 19,117 | 8.26 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 3,159 | 43.07 | 871 | 48.72 | ||||
2025-07-14 | 13F | 阿灵顿合作伙伴有限责任公司 | 7,893 | 2,175 | ||||||
2025-07-25 | 13F | 全面清晰财富管理公司 | 836 | 230 | ||||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 1,400 | 24.67 | 386 | 29.63 | ||||
2025-07-29 | 13F | 私人信托公司 | 9,117 | 138.54 | 2,513 | 147.98 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 933,634 | 9.84 | 257,251 | 14.21 | ||||
2025-08-13 | 13F | 胜利金融集团有限公司 | 3,044 | 310.24 | 839 | 270.80 | ||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 2,315,656 | 14.35 | 641,622 | 33.96 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 35,192 | 250.97 | 9,700 | 264.62 | ||||
2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 10 | 3 | ||||||
2025-08-13 | 13F | 达美累积有限责任公司 | Put | 40,000 | 164.90 | 8,826 | 164.97 | |||
2025-07-17 | 13F | XY 规划网络有限公司 | 7,475 | 2,060 | ||||||
2025-08-13 | 13F | 达美累积有限责任公司 | Call | 40,000 | 164.90 | 8,826 | 164.97 | |||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 186,342 | 253.94 | 51 | 292.31 | ||||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 512 | 36.17 | 142 | 60.23 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 25,415 | 4.08 | 7,005 | 8.15 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 152 | 7.04 | 42 | 10.81 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 10,935 | 5.44 | 3,014 | 9.52 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 114 | 4.59 | 32 | 24.00 | ||||
2025-07-22 | 13F | LGT基金管理有限公司 | 33,359 | 26.90 | 9,194 | 31.85 | ||||
2025-07-11 | 13F | Global X 日本株式会社 | 63 | 17 | ||||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 1,658 | 12.64 | 457 | 17.18 | ||||
2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 8,597 | 2,485 | ||||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 16,667 | 13.01 | 4,594 | 17.41 | ||||
2025-07-15 | 13F | 马塞科律师事务所 | 9 | 2 | ||||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 16,835 | 4,640 | ||||||
2025-08-06 | 13F | 贝利·吉福德公司 | 470,637 | 3.52 | 129,717 | 7.55 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,527 | 7.53 | 700 | 26.13 | ||||
2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 3,610 | 1,043 | ||||||
2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,545 | 78.82 | 426 | 85.59 | ||||
2025-08-13 | 13F | 韩国投资公司 | 229,757 | 3.46 | 63,326 | 7.49 | ||||
2025-08-11 | 13F | 西太平洋银行 | 40,961 | 25.39 | 11,290 | 30.28 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 2,920,046 | 2.96 | 804,823 | 6.97 | ||||
2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 2,252 | 7.65 | 621 | 13.35 | ||||
2025-08-05 | 13F | AGH 财富顾问有限公司 | 1,564 | 25.32 | 431 | 30.21 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,825 | 1,330 | ||||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | 49,989 | 11.08 | 13,778 | 15.39 | ||||
2025-07-24 | NP | Tema ETF 信托 - Tema 垄断和寡头 ETF | 6,720 | 5.66 | 1,942 | 20.40 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 255,526 | 11.66 | 73,847 | 27.16 | ||||
2025-06-26 | NP | HFGO - 哈特福德大盘成长 ETF | 4,661 | 1,291 | ||||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 76,833 | 4.33 | 21,177 | 8.39 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 58,356 | 5.79 | 16,084 | 9.92 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 721,154 | 137.37 | 198,764 | 146.61 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 198,232 | 54,637 | ||||||
2025-08-26 | NP | BGDV——Bahl & Gaynor 股息 ETF | 14,375 | 0.22 | 3,962 | 4.13 | ||||
2025-07-22 | 13F | 净值顾问小组 | 3,235 | 8.92 | 892 | 13.21 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 1,440 | 11.80 | 397 | 16.13 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 4,045,493 | 305.72 | 1,115,019 | 321.52 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 38,019 | 138.02 | 10 | 150.00 | ||||
2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 5,133 | 1,415 | ||||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 148,785 | 9.05 | 41,008 | 13.78 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 47,553 | 92.66 | 13,107 | 100.18 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 28 | 600.00 | 8 | 600.00 | ||||
2025-07-24 | 13F | JNBA财务顾问 | 28 | 8 | ||||||
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 | 1,025 | 5.56 | 283 | 9.73 | ||||
2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 171,598 | 0.10 | 47,546 | 17.27 | ||||
2025-07-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | Short | -100 | -78.81 | -29 | -76.47 | |||
2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 5,075 | 164.74 | 1,406 | 210.38 | ||||
2025-08-28 | NP | BLOK - Amplify 转型数据共享 ETF | 86,385 | 34.32 | 23,809 | 39.55 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 248 | 3.33 | 68 | 7.94 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 179,045 | 16.24 | 49,348 | 20.77 | ||||
2025-06-03 | 13F | 投资有限责任公司 | 3,079 | 817 | ||||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 18,448 | 15.22 | 5,331 | 31.21 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 1,925 | 232 | ||||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 6,747 | 52.61 | 1,859 | 58.62 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 36,235 | 10.62 | 10,040 | 29.59 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 94,300 | 25,991 | |||||
2025-08-22 | NP | FMAGX - 富达麦哲伦基金 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 | 1,901,800 | 524,174 | ||||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 41,400 | 11,411 | |||||
2025-07-30 | 13F | 道德公司 | 60,718 | 2.72 | 16,683 | 7.62 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 536 | 149 | ||||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 304 | 84 | ||||||
2025-07-31 | 13F | Rational 顾问有限公司 | 108 | 30 | ||||||
2025-07-16 | 13F | 迈耶汉德曼公司 | 61,572 | 26.19 | 16,970 | 31.10 | ||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 8,010 | 2,219 | ||||||
2025-07-14 | 13F | Fonder AB 取得进展 | 26,556 | 18.01 | 7,319 | 23.88 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 120 | 35 | ||||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 4,154 | 0.46 | 1,139 | 3.83 | ||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 8 | 100.00 | 2 | 100.00 | ||||
2025-08-11 | 13F | 斯莱格金融有限责任公司 | 12,831 | 3,536 | ||||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 49,874 | 73.68 | 13,744 | 80.45 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 58,669 | 1.81 | 16,170 | 5.78 | ||||
2025-07-31 | 13F | 资金存管及寄售 | 2,833 | 781 | ||||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,167 | 1.48 | 322 | 5.25 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,713 | 39.69 | 1,073 | 59.20 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 3,319 | 26.73 | 915 | 31.70 | ||||
2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 3,400 | 942 | ||||||
2025-08-18 | 13F | 1248 管理有限责任公司 | 142 | 39 | ||||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 19,500 | 1,200.00 | 5,375 | 1,253.65 | |||
2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 5,199 | 163.91 | 1,503 | 276.44 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 3,869 | 110.84 | 1,066 | 119.34 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 1,631 | 34.68 | 450 | 39.88 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 75,000 | 20,672 | |||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 4,513 | 69.22 | 1,244 | 75.81 | ||||
2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 1,023,131 | 1.48 | 281,980 | 5.48 | ||||
2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 2,900 | 799 | |||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 24,298 | 9.69 | 6,697 | 13.97 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 66 | 4.76 | 18 | 12.50 | ||||
2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 16,864 | 110.17 | 4,673 | 236.12 | ||||
2025-06-25 | NP | FEX - First Trust 大盘核心 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 | 12,446 | 27.73 | 3,449 | 49.65 | ||||
2025-07-23 | 13F | 西步顾问公司 | 2,483 | 1.76 | 684 | 5.72 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 3,663 | 1.47 | 1,010 | 5.43 | ||||
2025-08-13 | 13F | 帝国财务管理有限公司 | 3,622 | 9.46 | 998 | 13.80 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,429 | 21.01 | 1,772 | 25.69 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 14,753 | 1.70 | 4,066 | 5.67 | ||||
2025-08-08 | 13F | 财富联盟 | 1,594 | 7.41 | 439 | 11.70 | ||||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 1,239 | 19.13 | 341 | 24.00 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 631,421 | 19.94 | 174,032 | 24.61 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 80 | 196.30 | 22 | 214.29 | ||||
2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 1,169 | 0.34 | 322 | -1.83 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 745 | 1.92 | 205 | 6.22 | ||||
2025-08-29 | NP | JAFNX - 金融行业信托资产净值 | 14,508 | 51.71 | 3,999 | 57.65 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 8,559 | 27.23 | 2,352 | 33.28 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 3,000 | 827 | |||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 1,423 | 9.80 | 392 | 14.29 | ||||
2025-07-29 | NP | FCUS - Pinnacle Focused Opportunities ETF | 2,896 | 837 | ||||||
2025-08-14 | 13F | 都铎投资公司等 | 107,187 | 78.64 | 29,543 | 85.60 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 935 | 2.30 | 258 | 6.20 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 5,800 | 1,599 | |||||
2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 164,657 | 1.35 | 45,623 | 18.74 | ||||
2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 12,082 | 3,348 | ||||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 1,969 | 543 | ||||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 41,401 | 1.98 | 11,411 | 5.94 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 148 | 11.28 | 41 | 14.29 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 88,612 | 24,423 | ||||||
2025-07-31 | 13F | 西密歇根顾问有限公司 | 8,875 | 2.39 | 2,446 | 6.39 | ||||
2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 383 | 3.23 | 102 | 17.44 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 381 | 105 | ||||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 924 | 11.86 | 255 | 15.98 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 11,494 | 0.28 | 3,168 | 4.18 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 173,245 | 47,750 | ||||||
2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 10,335 | 12.94 | 2,864 | 32.30 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 467 | 13.08 | 129 | 17.43 | ||||
2025-08-13 | 13F | M&T银行公司 | 174,237 | 0.35 | 48,024 | 4.26 | ||||
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 | 71,098 | 8.29 | 20,547 | 23.32 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 7,363 | 2,029 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 9,475 | 6.82 | 2,625 | 25.18 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 11,033 | 3.60 | 3,041 | 7.61 | ||||
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 | 19 | 5 | ||||||
2025-07-25 | 13F | 自然投资有限公司 | 1,315 | 29.81 | 0 | |||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 62,000 | 307.89 | 17,088 | 323.81 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 26,800 | 91.43 | 7,387 | 98.87 | |||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 864 | 2.49 | 238 | 6.73 | ||||
2025-08-13 | 13F | M&T银行公司 | Call | 35 | 9.38 | 4 | -78.95 | |||
2025-07-08 | 13F | 多佛顾问有限公司 | 2,863 | 789 | ||||||
2025-08-27 | NP | BFIUX - Baron FinTech 基金 R6 股票 | 7,000 | 40.00 | 1,929 | 45.48 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 75,462 | 415.91 | 20,799 | 436.03 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 539,400 | 62.86 | 148,669 | 69.20 | |||
2025-08-14 | 13F | USS投资管理有限公司 | 59,824 | 0.01 | 16,484 | 3.90 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 133,001 | 376.86 | 36,658 | 395.43 | ||||
2025-07-17 | 13F | BFI Infinity 有限公司 | 828 | 228 | ||||||
2025-08-07 | 13F | 毕马威资本有限责任公司 | 30,217 | 7.13 | 8,328 | 11.29 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 578,003 | 2.19 | 159,309 | 6.17 | ||||
2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 5,992 | 0.76 | 1,652 | 4.69 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 8,789 | 8.36 | 2,422 | 12.60 | ||||
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 | 29,704 | 3.64 | 8,584 | 18.03 | ||||
2025-08-13 | 13F | 大纪元投资伙伴公司 | 64,776 | 6.87 | 17,854 | 11.03 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 62,790 | 6.62 | 17,307 | 10.87 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 2,316 | 69.79 | 638 | 76.73 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 26,594 | 1.80 | 7,330 | 5.76 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 3,017 | 31.00 | 831 | 36.01 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 422,645 | 2.93 | 116,489 | 6.94 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,138 | 2.05 | 589 | 6.13 | ||||
2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 1,016 | 280 | ||||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 1,616 | 8.68 | 445 | 12.94 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,378 | 33.14 | 380 | 38.32 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 511 | 141 | ||||||
2025-08-11 | 13F | 野村资产管理有限公司 | 388,877 | 0.03 | 107,182 | 3.92 | ||||
2025-07-09 | 13F | 灵感财富顾问有限公司 | 3,195 | 1.11 | 881 | 5.01 | ||||
2025-08-05 | 13F | 伯尼公司/ | 16,504 | 357.17 | 4,549 | 375.24 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,133 | 40.51 | 588 | 46.02 | ||||
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 | 122,484 | 2.07 | 33,938 | 19.58 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,296 | 4.26 | 357 | 8.51 | ||||
2025-07-28 | NP | VCSTX - 科学技术基金 | 34,273 | 9,905 | ||||||
2025-08-12 | 13F | 改变路径有限责任公司 | 8,922 | 1.99 | 2,459 | 5.95 | ||||
2025-05-30 | NP | DIVZ - TrueShares 低波动性股票收益 ETF | 24,736 | 133.40 | 6,562 | 234.28 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 73 | 1,360.00 | 20 | 1,900.00 | ||||
2025-08-26 | NP | IXG - iShares 全球金融 ETF | 14,340 | 3.79 | 3,952 | 7.83 | ||||
2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 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 | 8,378 | 2,309 | ||||||
2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 6,856 | 22.43 | 1,981 | 39.41 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 50,073 | 0.01 | 13,801 | 5.13 | ||||
2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 2,900 | 799 | |||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 351,706 | 1.15 | 96,937 | 5.09 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,593 | 36.19 | 715 | 41.39 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 26,454 | 1.05 | 7,291 | 4.98 | ||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 151 | 25.83 | 42 | 32.26 | ||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 538 | 22.00 | 0 | |||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 117,801 | 1.58 | 32 | 6.67 | ||||
2025-08-14 | 13F | 南山人寿保险股份有限公司 | 149,010 | 421.82 | 41,070 | 442.18 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 60 | 17 | ||||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 439 | 67.56 | 121 | 73.91 | ||||
2025-08-08 | 13F | 枫树资本管理公司 | 64,337 | 0.70 | 17,733 | 4.63 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 291,612 | 1.25 | 80,374 | 5.19 | ||||
2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 15,282 | 4,212 | ||||||
2025-08-07 | 13F | 资本财富规划有限责任公司 | 2,218,640 | 0.69 | 611,501 | 4.61 | ||||
2025-07-22 | 13F | LGT集团基金会 | 223,590 | 219.08 | 61,626 | 231.51 | ||||
2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 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 | 43,503 | 11.00 | 11,990 | 15.32 | ||||
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 | 44,102 | 7.28 | 12,745 | 22.17 | ||||
2025-06-30 | NP | VMNVX - 先锋全球最低波动性基金 Admiral Shares | 58,070 | 1.78 | 16,090 | 19.24 | ||||
2025-08-12 | 13F | SFMG有限公司 | 1,893 | 0.32 | 522 | 4.20 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 521,946 | 20.92 | 143,859 | 25.63 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 7,591 | 49.19 | 2,092 | 55.08 | ||||
2025-07-29 | NP | DREQX - 纽约梅隆银行研究增长基金,Inc. Z 类 | 54,562 | 15,768 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | 528,445 | 126.74 | 145,650 | 135.57 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 449 | 77.47 | 124 | 83.58 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 4,136 | 2.91 | 1,140 | 6.85 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 11,880 | 12.92 | 3,274 | 17.31 | ||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 402 | 4.42 | 116 | 19.59 | ||||
2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 797 | 0.13 | 0 | |||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 27,446 | 4.64 | 7,565 | 8.71 | ||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 838 | 5.94 | 231 | 12.75 | ||||
2025-07-30 | 13F | 圣詹姆斯投资有限公司 | 34,365 | 1.20 | 9,472 | 5.14 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 57,000 | 265.38 | 16 | 275.00 | |||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 9 | 2 | ||||||
2025-08-12 | 13F | 峰会全球投资 | 15,468 | 742.03 | 4 | |||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 67,554 | 2.29 | 18,619 | 6.27 | ||||
2025-08-29 | NP | PQIIX - PIMCO 股息和收入基金机构类别 | 3,074 | 39.79 | 847 | 45.28 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 10,228,592 | 2.16 | 2,819,205 | 6.14 | ||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 200,153 | 10.38 | 57,844 | 25.71 | ||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 384 | 41.70 | 106 | 47.89 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 104 | 13.04 | 29 | 16.67 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 826 | 228 | ||||||
2025-08-08 | 13F | 等投资顾问公司 | 41,630 | 3.57 | 11,474 | 7.61 | ||||
2025-08-14 | 13F | Evercore财富管理有限责任公司 | 2,177 | 29.82 | 600 | 35.14 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 28,800 | 700.00 | 7,938 | 731.10 | |||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 351,100 | 10.44 | 96,770 | 14.74 | ||||
2025-08-12 | 13F | 摩根大通公司 | Put | 38,700 | 128.99 | 10,666 | 137.92 | |||
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 | 37,753 | 17.63 | 10,405 | 22.21 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 4,626 | 66.94 | 1,282 | 95.57 | ||||
2025-08-01 | 13F | 特维斯投资管理公司 | 2,120 | 8.50 | 584 | 22.69 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 8,000 | 2,205 | |||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 24,460 | 1.33 | 6,777 | 18.71 | ||||
2025-08-14 | 13F | 高盛集团公司 | Put | 8,000 | 2,205 | |||||
2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 1,413 | 1.00 | 392 | 18.48 | ||||
2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 12,908 | 19.47 | 3,558 | 24.11 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 3,514 | 8.22 | 968 | 12.43 | ||||
2025-08-07 | 13F | PFG顾问 | 804 | 222 | ||||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 821 | 226 | ||||||
2025-08-14 | 13F | 制造商人寿保险公司 | 287,876 | 2.64 | 79,344 | 6.63 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 31 | 9 | ||||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 80 | 25.00 | 22 | 37.50 | ||||
2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 2,251 | 5.68 | 620 | 9.73 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,442 | 6.19 | 397 | 10.28 | ||||
2025-07-30 | 13F | 雅各布森资本管理公司 | 758 | 209 | ||||||
2025-08-14 | 13F | 山顶控股公司 | 5,121 | 13.88 | 1,411 | 18.37 | ||||
2025-08-14 | 13F | KKM 金融有限责任公司 | 14,280 | 30.08 | 3,936 | 35.13 | ||||
2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 494 | 136 | ||||||
2025-07-22 | 13F | 库里南联合公司 | 19,400 | 2.35 | 5,347 | 6.34 | ||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 6,782 | 1,869 | ||||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 70,300 | 19,376 | |||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 24,144 | 1.02 | 6,655 | 4.95 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 29,000 | 68.60 | 7,993 | 75.19 | |||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 2,748 | 21.22 | 757 | 25.96 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 12,700 | 32.29 | 3,500 | 37.47 | |||
2025-08-08 | NP | QCGDX - 量化共同基金投资者类别股票 | 11,514 | 3,173 | ||||||
2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 2,490 | 5.51 | 686 | 9.58 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 17 | 5 | ||||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 67,123 | 0.45 | 18,500 | 4.37 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,506 | 82.32 | 415 | 89.50 | ||||
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 | 7,623 | 120.76 | 2,203 | 151.48 | ||||
2025-07-23 | 13F | RMG财富管理有限责任公司 | 60 | 17 | ||||||
2025-07-10 | 13F | 博钦信托公司 | 2,251 | 620 | ||||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 190 | 2.70 | 52 | 6.12 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 1,289 | 1.26 | 355 | 5.34 | ||||
2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 18 | 200.00 | 5 | 300.00 | ||||
2025-07-29 | 13F | 德多拉资本公司 | 1,283 | 5.08 | 354 | 9.29 | ||||
2025-07-10 | 13F | 安德鲁希尔投资顾问公司 | 5,466 | 1,507 | ||||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 13,727 | 31.17 | 3,642 | 49.84 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 10,783 | 109.01 | 2,972 | 148.08 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 7,892 | 21.34 | 2,177 | 22.92 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 799,797 | 103.47 | 220 | 111.54 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 26,835 | 25.02 | 7,396 | 29.89 | ||||
2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 75 | 25.00 | 21 | 33.33 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 17 | 30.77 | 5 | 33.33 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 5,288 | 15.43 | 1 | 0.00 | ||||
2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 117,513 | 0.26 | 32,561 | 17.45 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 556 | 163.51 | 153 | 188.68 | ||||
2025-08-12 | 13F | 保德信金融公司 | 215,175 | 10.47 | 59,307 | 14.78 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 57 | 16 | ||||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 1,768 | 9.00 | 487 | 13.26 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 27 | 12.50 | 8 | 16.67 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 61,296 | 0.66 | 16,894 | 4.57 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 10,000 | 2,756 | |||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 9,900 | 2,729 | |||||
2025-08-22 | NP | FMKFX - 富达麦哲伦 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 | 17,190 | 4,738 | ||||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 177,765 | 9.63 | 49 | 11.63 | ||||
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 | 3,109 | 1.70 | 857 | 5.68 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 762 | 122.16 | 220 | 152.87 | ||||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 1,304 | 6.28 | 359 | 10.46 | ||||
2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 1,016 | 1.09 | 280 | 5.26 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 193,446 | 8.98 | 55,906 | 24.11 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 28 | 8 | ||||||
2025-06-26 | NP | HGOAX - 哈特福德成长机会基金 A 类 | 197,957 | 54,850 | ||||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 5,520 | 4.51 | 1,521 | 24.06 | ||||
2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 43,564 | 12,007 | ||||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 2,480 | 52.62 | 684 | 58.47 | ||||
2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 1,669 | 48.49 | 460 | 54.36 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 36,126 | 46.68 | 10,010 | 71.83 | ||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,002 | 31.15 | 276 | 36.63 | ||||
2025-07-17 | 13F | 詹尼资本管理有限公司 | 11,120 | 1.81 | 3 | 50.00 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 13,257 | 9.61 | 3,654 | 13.87 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 46,760 | 35.99 | 12,883 | 41.34 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 921 | 55.31 | 254 | 61.15 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 5,676 | 17.64 | 1,640 | 33.99 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 53,924 | 1.24 | 14,863 | 5.18 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 77 | 21 | ||||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 9,529 | 16.78 | 2,754 | 33.00 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 132,581 | 59.65 | 36,544 | 65.88 | ||||
2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108,018 | 0.43 | 29,930 | 17.65 | ||||
2025-05-27 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 416 | 0.73 | 110 | 15.79 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 16 | 4 | ||||||
2025-08-11 | 13F | 科特兰山资本管理有限公司 | 5,046 | 10.83 | 1,391 | 16.32 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 3,574 | 14.74 | 985 | 19.13 | ||||
2025-08-07 | 13F | 峰会资产管理有限责任公司 | 855 | 1.18 | 236 | 4.91 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 42,177 | 12 | ||||||
2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 14,309 | 0.47 | 3,944 | 4.37 | ||||
2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,591 | 4.80 | 5,675 | 8.88 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 368,700 | 13.03 | 101,621 | 17.43 | |||
2025-08-26 | NP | ABEQ - 绝对核心策略ETF | 5,420 | 6.27 | 1,494 | 10.43 | ||||
2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 3,209 | 0.47 | 884 | 4.37 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 1,952 | 1.99 | 538 | 6.11 | ||||
2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 11,739 | 59.84 | 3,253 | 87.22 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 5,239 | 6.14 | 1,444 | 10.31 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 29,824 | 0.29 | 7,912 | 14.57 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 4,490 | 5.05 | 1,238 | 9.18 | ||||
2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 2,698 | 744 | ||||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 12,489 | 6.66 | 3,442 | 10.82 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 32,575 | 2.05 | 8,899 | 6.00 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 5,750 | 16.73 | 1,593 | 36.74 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 3,682 | 286.36 | 1,015 | 302.38 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 55,298 | 6.17 | 15,981 | 20.91 | ||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 77,781 | 3.10 | 21,552 | 20.77 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 2,338 | 41.18 | 644 | 46.70 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 226,500 | 139.18 | 62,428 | 148.50 | |||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 5,700 | 1,571 | |||||
2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 359 | 99 | ||||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 23,900 | 23,800.00 | 6,587 | 25,234.62 | |||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,042,489 | 27.80 | 287,331 | 32.78 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 3,833,090 | 6.64 | 1,056,476 | 10.79 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 25,735 | 2.68 | 7,093 | 6.69 | ||||
2025-07-28 | 13F | 埃塞克斯有限责任公司 | 1,590 | 0.06 | 438 | 4.04 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 40,400 | 11,100 | |||||
2025-07-10 | 13F | CWC Advisors, LLC。 | 4,725 | 2.99 | 1,302 | 6.98 | ||||
2025-08-14 | 13F | 维京全球投资有限责任公司 | 597,374 | 164,648 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 2,066 | 568 | ||||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 19,100 | 2.69 | 140 | -35.35 | |||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 67,800 | 18,629 | |||||
2025-08-04 | 13F | 俄亥俄州 | 127,043 | 15.78 | 35,016 | 20.29 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 4,357 | 31.08 | 1,201 | 36.21 | ||||
2025-07-09 | 13F | 鲍曼公司 | 9,241 | 0.16 | 2,547 | 4.09 | ||||
2025-07-08 | 13F | RMR 财富创造者 | 6,532 | 0.43 | 1,800 | 4.35 | ||||
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 | 27,013 | 2.66 | 7,807 | 16.91 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Call | 500 | 1 | |||||
2025-08-01 | 13F | 第一国民信托公司 | 23,064 | 1.33 | 6,357 | 5.27 |