AT:EFX / Equifax Inc. - 机构投资人持股 - 买家

艾克法克斯公司
AT ˙ WBAG ˙ US2944291051
€228.00 ↑2.00 (0.88%)
2025-07-10
分享价格
机构和基金投资人持股 - 买家

在艾克法克斯公司中开设新头寸的主要持有者包括 JHQAX - 摩根大通对冲股票基金 A 类, 艾斯勒资本管理有限公司, 三一街资产管理有限公司, JDESX - 摩根大通美国研究增强型股票基金 I 类, 耆那全球有限公司, Cortland Associates Inc/月, 萨斯奎哈纳投资组合策略有限责任公司, EAALX - 伊顿万斯亚特兰大资本聚焦增长基金 A 类, JHDRX - 摩根大通对冲股票 2 基金 R6 类, 探索资本管理有限责任公司, Peak6有限责任公司, ALARX - 阿尔杰资本增值机构基金I类, TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始, ACAAX - 阿尔杰资本增值基金A级, Threadgill 金融有限公司, JHTRX - 摩根大通对冲股票 3 基金 R6 级, HELO - 摩根大通对冲股票阶梯叠加 ETF, Glenmede投资管理有限公司, 伯克利公司, 和 DRRAX - 纽约梅隆银行全球真实回报基金 A 类 .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-08-08 13F 等投资顾问公司 16,509 6.04 4,282 12.95
2025-07-14 13F 种子财富管理公司 800 207
2025-08-14 13F 都铎投资公司等 Call 1,500 389
2025-07-31 13F 催化剂资本顾问有限责任公司 453 117
2025-08-27 NP VMGIX - 先锋中型成长指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,011,958 4.57 262,472 11.36
2025-08-13 13F 萨尼贝尔 Captiva 信托公司 8,458 18.59 2,194 26.25
2025-07-29 NP SCAUX - 景顺低波动股票收益基金 A 类 336 182.35 89 203.45
2025-06-25 NP CDAZX - 多经理定向另类策略基金机构类别 2,947 36.50 767 29.17
2025-07-29 13F 北欧联合银行投资管理公司 11,438 5.83 2,940 13.03
2025-08-11 13F 伯克利公司 11,679 3,029
2025-07-11 13F 米切尔和帕尔私人财富有限公司 3,395 8.43 881 15.49
2025-08-12 13F Rbo & Co 有限责任公司 69,365 0.59 17,991 7.12
2025-08-14 13F 元盛资本集团有限公司 17,623 4,571
2025-08-26 NP HLEIX - 摩根大通股票指数基金 I 类 27,235 0.48 7,064 7.00
2025-08-12 13F 个人首席财务官解决方案有限公司 1,388 1.61 360 8.43
2025-07-22 13F 旧国家银行/in/ 64,789 1.21 16,804 7.78
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 7,563 1.48 1,967 -3.91
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 71,246 1.06 18,822 8.88
2025-07-23 13F 三一街资产管理有限公司 72,531 18,812
2025-06-30 NP VWNFX - Vanguard Windsor II 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 759,591 40.01 197,592 32.55
2025-03-27 NP MSTVX - 晨星另类基金 -12 -175.00
2025-07-11 13F 阿迪朗达克信托公司 229 59
2025-08-11 13F GFI 投资顾问有限公司 249,301 0.74 64,661 7.28
2025-06-23 NP LVPIX - 大盘价值深度投资者类别 684 1,190.57 178 1,164.29
2025-08-28 NP ITOT - iShares Core S&P Total 美国股票市场 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 146,309 3.21 37,948 9.91
2025-07-29 NP EBI-长景优势ETF 271 2,158.33 72 3,450.00
2025-08-14 13F 沃尔特拉技术有限公司 482 125
2025-08-14 13F 沃尔特拉技术有限公司 Call 3,200 830
2025-08-14 13F 沃尔特拉技术有限公司 Put 1,900 493
2025-08-14 13F 山顶控股公司 1,654 55.60 429 65.89
2025-08-08 13F 福斯塔·阿普丰登 25,400 1.60 6,588 8.18
2025-06-26 NP OWTEX - 老韦斯特伯里全股票基金 5,662 1,473
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 788 10.67 204 17.92
2025-08-04 13F 阿特里亚投资有限公司 15,720 4.15 4,077 10.91
2025-08-21 NP MOTE - VanEck Morningstar ESG 护城河 ETF 812 27.67 211 36.36
2025-06-24 NP SFLNX - 嘉信基本美国大公司指数基金机构股 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 11,775 3.11 3,063 -2.36
2025-05-14 13F 法国农业信贷银行 36,237 8.34 8,826 3.53
2025-08-27 NP VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,073 1.75 11,431 8.36
2025-08-27 NP HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 123 41.38 32 47.62
2025-08-12 13F 阿维索金融公司 954 0.53 247 6.93
2025-08-01 13F 纽约人寿投资管理有限公司 18,605 1.44 4,826 8.04
2025-08-27 NP VFINX - Vanguard 500 指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,524,962 2.36 914,269 9.00
2025-08-14 13F 布拉格金融顾问公司 1,618 0.37 420 6.89
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 23,733 18.31 6,174 11.99
2025-07-11 13F 多元化信托公司 801 208
2025-07-15 13F 俄亥俄州公共雇员退休制度 38,438 1.60 9,970 8.19
2025-08-08 13F 拉森金融集团有限责任公司 3,276 31.83 850 40.33
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 33,683 2.68 8,762 -2.80
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 37,169 0.45 9,669 -4.91
2025-08-13 13F 泰康资产管理(香港)有限公司 27,178 10.21 7,049 17.37
2025-07-25 13F 红杉财务顾问有限责任公司 1,949 45.99 506 55.38
2025-08-29 NP 投票 - 1 号引擎 Transform 500 ETF 1,877 2.12 451 -5.86
2025-08-14 13F 魁北克加丁储蓄银行联合会 46,600 3.18 12,093 9.91
2025-07-21 13F 蒙蒂塞洛财富管理有限公司 4,274 0.02 1,109 6.54
2025-08-04 13F 阿卡迪奥斯财富顾问 1,779 17.27 461 24.93
2025-08-12 13F 催化剂基金管理有限公司 2,000 519
2025-08-14 13F 希尔曼资本管理公司 11,079 0.82 2,874 7.36
2025-08-14 13F/A 斯科波斯实验室有限公司 720 16.88 187 24.00
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 229,734 0.66 60,693 8.46
2025-08-15 13F 大西人寿保险公司 /can/ 181,474 37.72 47 46.88
2025-08-14 13F 维维恩基金管理有限责任公司 5,550 31.17 1,440 39.71
2025-06-26 NP FLAPX - 富达 Flex 中型股指数基金 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 5,448 9.84 1,417 4.04
2025-07-29 NP LCIAX - Siit 大盘指数基金 - A 类 4,356 12.97 1,151 21.69
2025-07-28 NP IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 902 0.67 238 8.68
2025-07-17 13F 绿叶信托 1,734 0.52 450 6.90
2025-08-13 13F Natixis 顾问有限公司 318,259 32.59 82 41.38
2025-08-27 NP JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) 1,463 90.00 379 102.67
2025-07-23 13F 马里兰州退休金系统 6,017 4.79 1,561 11.59
2025-08-08 13F KBC 集团 17,573 3.34 5 0.00
2025-08-01 13F 皮蒂投资者公司 8,572 2,223
2025-08-07 13F 策略资产管理公司 2,513 0.16 652 6.55
2025-06-30 NP QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF 1,969 17.41 512 11.30
2025-08-13 13F 箭街资本有限合伙企业 34,070 106.65 8,837 120.07
2025-08-14 13F 图标财富顾问有限责任公司 391 101
2025-07-25 13F 斯蒂芬斯咨询有限公司 2 1
2025-08-05 13F 密歇根州退休系统 33,778 0.30 8,761 6.82
2025-05-05 13F 林布鲁克资本有限公司 601 25.73 146 20.66
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 177,886 8.57 46,996 16.98
2025-06-30 NP 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF 1,906 13.66 496 7.61
2025-08-26 NP Profunds - Profunds 工业副总裁 526 19.00 136 27.10
2025-08-13 13F M&T银行公司 19,794 9.84 5,134 16.98
2025-07-30 13F 战略蓝图有限责任公司 1,392 0.22 361 6.80
2025-08-14 13F 拉弗蒂资产管理有限责任公司 11,214 21.10 2,909 28.96
2025-07-29 13F 芝加哥合伙人投资集团有限责任公司 920 10.58 226 2.26
2025-06-30 NP RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 587,976 2.02 152,950 -3.42
2025-07-24 13F 资本顾问有限公司 119 0.85 0
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 171,659 12.02 44,523 19.29
2025-08-13 13F NEOS投资管理有限责任公司 8,743 25.62 2,268 33.75
2025-07-29 NP CLSE - 融合多/空股票 ETF Short -841 -50.96 -222 -47.14
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 52,395 11.31 13,590 18.54
2025-08-14 13F 布斯贝基金管理有限公司 3,929 1,019
2025-08-13 13F 地理财富管理有限责任公司 103 27
2025-05-28 NP JDESX - 摩根大通美国研究增强型股票基金 I 类 61,403 14,955
2025-08-14 13F 塞伊投资公司 173,116 11.15 44,901 18.36
2025-08-14 13F 农林中金银行 8,024 17.41 2,081 25.06
2025-08-18 13F 吉诺斯财富管理公司 401 16.91 104 25.30
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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 52,801 9.02 13,949 17.47
2025-07-31 13F 三井住友信托控股公司 284,987 1.62 73,917 8.22
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 18,851 6.02 4,980 14.25
2025-06-27 NP DUBS - Aptus 大盘增强收益 ETF 376 3.58 98 -2.02
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 18,823 4,882
2025-06-30 NP NSFGX - Natixis 可持续未来 2035 基金 N 类 182 31.88 47 27.03
2025-06-30 NP NSFJX - Natixis 可持续未来 2045 基金 N 类 307 35.24 80 27.42
2025-08-14 13F 拉扎德资产管理公司 1,726,990 8.85 448 15.80
2025-07-25 NP MFSV-MFS主动价值ETF 2,080 16.79 550 25.92
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 前沿资本管理有限公司 183,655 0.11 47,635 6.61
2025-07-16 NP CGGR - Capital Group Growth ETF 股票类别 241,688 43.39 63,852 54.49
2025-06-30 NP NSFKX - Natixis 可持续未来 2050 基金 N 类 331 34.01 86 28.36
2025-07-22 13F Gsa资本合伙公司 2,676 110.71 1
2025-06-30 NP NSFHX - Natixis 可持续未来 2040 基金 N 类 287 26.99 75 19.35
2025-08-12 13F 电力财富管理有限公司 4,500 0.69 1,167 7.26
2025-07-30 NP Northern Lights Fund Trust IV - Brookstone 价值股票 ETF 13,136 11.29 3,470 19.90
2025-07-29 13F 地区金融公司 5,902 132.45 1,531 147.57
2025-08-25 NP MEFAX - MassMutual Select 中盘增长基金 A 类 143,378 3.75 37,188 10.48
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 3,832 0.76 997 -4.60
2025-08-12 13F 艾斯勒资本管理有限公司 77,494 20,100
2025-08-27 NP 高级系列信托 - Ast 学术策略资产配置投资组合 400 104
2025-08-28 NP IWR - iShares Russell 中型 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 431,087 3.88 111,811 10.63
2025-06-30 NP NSFDX - Natixis 可持续未来 2020 基金 N 类 28 27.27 7 16.67
2025-08-28 NP NZAC - SPDR MSCI ACWI 低碳目标 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 161 2.55 42 7.89
2025-07-24 13F Jfs 财富顾问有限公司 43 19.44 11 37.50
2025-08-08 13F 艾伯塔省投资管理公司 7,900 2,049
2025-05-01 13F Quest 10 财富建设者有限公司 1 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 2,836 516.52 738 484.92
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 12,968 26.83 3,356 36.70
2025-07-15 13F 福斯特维克多财富顾问有限责任公司 1,467 0.55 390 21.18
2025-06-17 NP GSEQX - 高盛多经理全球股票基金 R6 类股票 10,479 6.03 2,726 0.37
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 7,879 5.28 2,050 -0.34
2025-06-30 NP NSFEX - Natixis 可持续未来 2025 基金 N 类 54 8.00 14 7.69
2025-07-31 13F 奥本海默资产管理公司 13,162 594.93 3,414 640.35
2025-08-07 13F HighPoint 顾问集团有限责任公司 1,918 0.58 497 0.81
2025-08-06 13F 大西洋联合银行股份公司 29 8
2025-08-14 13F Mml 投资者服务有限公司 14,236 8.52 4 0.00
2025-08-13 13F 福拉资本有限责任公司 2,854 740
2025-08-14 13F 海德兰兹技术有限责任公司 219 57
2025-08-27 NP PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF 150 39
2025-08-13 13F 卡里街合伙金融有限责任公司 8,062 0.01 2,091 6.52
2025-08-14 13F T. Rowe Price 投资管理公司 1,999,837 1.17 519 7.69
2025-07-29 NP VOOV - Vanguard S&P 500 价值指数基金 ETF 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 28,714 0.39 7,586 8.16
2025-05-15 13F Square Wave Partners, LP 57,324 21.92 13,962 16.52
2025-08-27 NP BBTLX - Bridge Builder 税务管理大盘基金 43,689 22.39 11,332 30.33
2025-07-23 NP CFMCX - 中型股基金 31,321 1.21 8,275 9.05
2025-08-14 13F CTC替代策略有限公司 794 206
2025-07-29 13F 增值财富合作伙伴有限责任公司 4,564 1.06 1,184 -0.08
2025-08-14 13F 法灵顿资本有限公司 804 209
2025-08-14 13F Qube研究与技术有限公司 78,866 20,455
2025-08-14 13F Bamco Inc /纽约/ 3,300 3.12 856 9.76
2025-08-12 13F 伊芙琳合伙投资管理有限公司 154 1.99 40 5.41
2025-07-24 NP PABU - iShares 巴黎气候 MSCI 美国 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 8,158 10.87 2,155 19.46
2025-07-29 13F 切维蔡斯信托控股公司 65,816 0.77 17,071 7.31
2025-08-06 13F 樱桃溪投资顾问公司 1,168 0.17 303 6.71
2025-08-11 13F 安尼斯·加德纳·惠廷资本顾问有限责任公司 84 13.51 22 16.67
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 17,092 18.63 4,516 27.83
2025-08-12 13F Jw 科尔顾问公司 2,441 32.30 633 40.98
2025-04-29 13F 佩森公司 1,901 10.78 463 5.95
2025-07-25 13F 指数基金顾问公司 2,391 620
2025-08-01 13F 杰克逊霍尔信托银行 50 13
2025-08-01 13F 霍华德资本管理公司 791 205
2025-08-13 13F 丽都顾问有限责任公司 4,065 12.05 1,054 19.37
2025-06-30 NP NSFOX - Natixis 可持续未来 2065 基金 N 类 58 28.89 15 25.00
2025-08-26 NP EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 10,688 0.62 2,772 7.15
2025-08-12 13F APG 资产管理公司 86,967 2.42 19,216 0.37
2025-08-14 13F 简街集团有限责任公司 28,408 1,216.40 7,368 1,303.43
2025-08-12 13F SRS 资本顾问公司 178 61.82 54 103.85
2025-08-14 13F 简街集团有限责任公司 Put 11,500 23.66 2,983 31.66
2025-08-15 NP Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 1,985 29.57 515 37.80
2025-07-14 13F UMA 金融服务公司 11 3
2025-08-13 13F 温室基金有限责任合伙公司 231,081 59,935
2025-07-29 NP VFTNX - 先锋富时社会指数基金机构股票 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 65,086 0.76 17,195 8.57
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 2,419 9.71 629 3.97
2025-08-28 NP VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 512 81.56 133 94.12
2025-08-11 13F 科维斯特有限公司 361 13.17 0
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 9,291 3.10 2,455 11.09
2025-06-27 NP KMID - Virtus KAR 中型 ETF 3,880 48.15 1,009 40.33
2025-08-14 13F 北卡罗来纳州财政部长 57,834 2.88 15 15.38
2025-06-26 NP IMCG - iShares Morningstar 中型成长 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 55,891 1.39 14,539 -4.01
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 2,944 3.37 764 10.10
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 Short -8,213 24.36 -2,130 32.46
2025-08-08 13F 国民年金服务 178,825 0.78 46,382 7.32
2025-07-25 NP SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 190,115 6.71 50,226 14.97
2025-08-12 13F 英国保诚集团 2,574 94.12 668 107.14
2025-07-22 13F HFM投资顾问有限责任公司 3 200.00 1
2025-08-13 13F SCS资本管理有限责任公司 1,251 11.20 324 18.25
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 571 8.14 148 15.63
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-12 13F 普利股权公司 Call 0 0
2025-08-12 13F 普利股权公司 0 0
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 Short -4,073 74.51 -1,056 85.92
2025-08-26 NP TGRT - T. Rowe 价格增长 ETF 16,410 9.88 4,256 17.02
2025-08-13 13F 阿蒙迪 230,283 11.18 60,419 25.85
2025-08-29 NP NEFSX - Natixis 美国股票机会基金 A 类 61,800 55.28 16,029 65.37
2025-07-15 13F 诺登集团有限公司 1,008 8.86 261 16.00
2025-04-01 NP PRGSX - T. Rowe Price 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 113,524 31,194
2025-08-22 NP QVG2Q - 成长型投资组合投资者类别 683,612 2.46 177,308 9.11
2025-08-14 13F 两个西格玛证券有限公司 803 208
2025-08-06 13F 萨凡特资本有限责任公司 1,481 79.52 384 91.04
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 Short -18 -5
2025-08-14 13F Xponance公司 20,505 2.23 5,318 8.86
2025-07-28 NP SPXE - S&P 500 除能源 ETF 164 0.61 43 10.26
2025-08-14 13F 格雷厄姆资本管理有限合伙人 15,296 3,967
2025-07-30 NP APUE - ActivePassive 美国股票 ETF 2,693 2.01 711 9.89
2025-07-09 13F 切斯利塔夫脱联合有限责任公司 2,721 2.22 706 8.80
2025-07-23 13F 钢峰财富管理有限公司 3,036 787
2025-07-16 13F 佩里贡财富管理有限责任公司 807 209
2025-08-14 13F 安盛公司 8,671 699.91 2,249 751.52
2025-08-04 13F 汉兹金融服务公司 19 850.00 0
2025-08-26 NP GFSYX - 机构战略另类基金 -73 -78.64
2025-06-26 NP IMCB - iShares 晨星中型 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 11,526 1.51 2,998 -3.88
2025-07-30 13F Deka银行德意志Girozentrale 49,291 30.05 13 33.33
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 Short -56 -15
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,445 2.38 2,197 -3.09
2025-08-22 NP FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,573 19.60 5,336 27.38
2025-08-15 13F 摩根士丹利 3,889,736 4.16 1,008,882 10.92
2025-07-15 13F 第五第三银行 4,476 38.15 1,161 47.02
2025-08-08 13F 橡蓟有限责任公司 11,844 3,072
2025-07-29 NP PTL-Inspire 500 ETF 3,004 17.34 794 26.48
2025-08-15 13F 豪兰资本管理有限公司 4,800 380.00 1,245 411.93
2025-08-27 NP 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 6,512 0.12 1,689 6.63
2025-07-28 13F 双树管理有限公司 Call 8,700 2,257
2025-08-26 NP IWB - iShares Russell 1000 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 88,967 0.65 23,075 7.19
2025-08-27 NP 高级系列信托 - Ast Prudential Growth Allocation Portfolio 8,029 238.21 2,082 260.21
2025-08-08 13F 安联保险 10,960 75.39 2,843 86.73
2025-08-12 13F 恒线顾问公司 237,142 1.51 61,507 8.10
2025-08-11 13F 经验金融有限责任公司 4,310 0.77 1,118 7.30
2025-08-14 13F 汉考克·惠特尼公司 1,631 423
2025-08-08 13F SG美洲证券有限责任公司 21,120 303.90 5 400.00
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 22,558 1.99 5,851 8.59
2025-07-14 13F 索维尔金融服务有限责任公司 1,433 3.99 372 10.75
2025-06-27 NP SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 4,572 483.91 1,189 453.02
2025-05-28 NP JHDRX - 摩根大通对冲股票 2 基金 R6 类 33,799 8,232
2025-08-26 NP IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 10,112 2.69 2,623 9.34
2025-08-06 NP 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 9,623 37.47 2,496 46.42
2025-07-25 13F 奥泉环球投资控股有限公司 6,197 1.03 1,636 9.36
2025-08-14 13F 第一资产管理有限公司 11,780 64.27 3,017 75.10
2025-08-06 NP 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 2,831 74.22 734 85.82
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 43,988 20.89 11,409 28.74
2025-08-26 NP VVIPX - Voya VACS 指数 S 系列投资组合 9,473 0.47 2,457 7.01
2025-07-24 13F IFP 顾问公司 554 2.97 181 37.40
2025-07-31 13F 剑桥投资研究顾问公司 11,602 13.89 3 50.00
2025-08-18 13F Onefund有限责任公司 325 0
2025-05-28 NP JHTRX - 摩根大通对冲股票 3 基金 R6 级 17,935 4,368
2025-07-25 13F 约翰逊投资顾问公司 1,451 38.98 376 48.03
2025-08-14 13F 采石场LP 1,054 273
2025-08-08 13F 创意策划 35,600 1.59 9,234 8.19
2025-07-22 13F 约德财富管理公司 791 205
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 79,954 4.55 20,738 11.33
2025-08-05 13F Simplex 贸易有限公司 Call 9,200 58.62 2 100.00
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 274,751 0.87 71,471 -4.51
2025-08-12 13F Coalescent Partners 投资管理有限合伙人 89,222 8.03 23,142 15.04
2025-08-05 13F Simplex 贸易有限公司 Put 15,000 145.90 4 200.00
2025-08-27 NP TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 733 3.82 190 11.11
2025-07-24 NP NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF 4 1
2025-08-27 NP Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 32,945 26.31 8,545 34.51
2025-07-24 13F 卡伦家族办公室有限责任公司 2,530 656
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 827 5.89 214 12.63
2025-08-14 13F 银冠资产管理集团有限公司 2,425 0.33 629 6.80
2025-07-29 13F TFC财务管理 9 12.50 2 100.00
2025-08-22 NP FIMVX - 富达中盘价值指数基金 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 16,517 48.76 4,284 58.43
2025-08-12 13F 国家信托银行 100 26
2025-07-09 13F 捷克国家银行 30,358 6.59 7,874 13.51
2025-08-11 13F 探索资本管理有限责任公司 30,400 7,885
2025-05-16 NP 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 47,843 5.49 11,653 0.81
2025-08-07 13F 深刻顾问有限公司 1,396 10.97 362 18.30
2025-08-26 NP XVV - iShares ESG 筛选的 S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,070 23.56 278 31.90
2025-08-11 13F 诺瓦克和鲍威尔金融服务公司 3,939 0.15 1,022 6.69
2025-07-10 13F 韦蒙特私人资本 2,765 8.13 735 30.37
2025-07-24 NP ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 8 2
2025-08-13 13F 卡里街合伙人投资咨询有限公司 407 7.39 106 14.13
2025-07-24 13F 布莱尔·威廉公司 80,725 39.18 20,938 48.22
2025-06-26 NP AWSHX - 华盛顿共同投资者基金 A 类 2,396,999 80.65 623,531 71.02
2025-08-26 NP INGIX - Voya 美国股票指数投资组合 I 类 10,085 5.41 2,616 12.23
2025-08-04 13F 资产标记公司 8,730 10.70 2,264 17.92
2025-07-28 13F 布林莫尔信托公司 1,075 14.61 279 21.93
2025-05-15 13F 格伦梅德信托公司 13,161 1.90 3,205 -2.61
2025-07-18 13F 影响资本合伙公司 2,807 0.21 728 6.74
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 22,322 6.55 5,897 14.82
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 134,696 3.11 34,936 9.81
2025-08-14 13F Nissay 资产管理公司 /日本/ /adv 15,505 0.59 4,022 7.11
2025-08-12 13F 保德信金融公司 84,220 28.46 21,844 36.81
2025-06-25 NP FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,752 2.58 7,739 -2.89
2025-04-22 13F Rappaport Reiches 资本管理有限责任公司 1,793 0.79 437 -3.75
2025-08-08 13F Avantax 咨询服务公司 5,206 2.42 1,350 9.14
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 125,005 3.76 33,025 11.80
2025-08-14 13F Glenmede投资管理有限公司 13,043 3,383
2025-08-14 13F BI 资产管理 Fondsmaeglerselskab A/S 4,839 14.53 1 0.00
2025-08-13 13F 第1832章 6,201 1.59 1,608 8.21
2025-08-12 13F LPL 金融有限责任公司 74,527 2.04 19,330 8.66
2025-06-26 NP DXUV-美国维度矢量股票 ETF 801 228.28 208 210.45
2025-07-16 13F 奥格合作伙伴有限责任公司 53 488.89 14 550.00
2025-08-14 13F 桥前资本有限责任公司 6,645 1,724
2025-08-05 13F 亨廷顿国家银行 2,646 3.12 686 9.94
2025-05-29 NP JNL 系列信托 - JNL/Harris Oakmark 全球股票基金 (A) 28,900 11.15 7,039 6.22
2025-08-29 NP Harris Oakmark ETF Trust - Oakmark 美国大盘股 ETF 51,674 370.92 13,403 401.57
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 58,800 61.54 15,251 72.02
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 Short -51 -13
2025-08-11 13F 领头羊顾问有限责任公司 78 20
2025-08-29 NP STXG-Strive 1000 成长 ETF 375 3.59 97 10.23
2025-08-04 13F IFG 咨询有限责任公司 781 202
2025-08-06 13F 里亚托财富管理有限责任公司 4 1
2025-07-22 13F 梅里特金融集团有限责任公司 1,421 50.05 369 60.00
2025-06-26 NP 贝莱德基金 - iShares 罗素中型股指数机构基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,217 0.99 5,519 -4.38
2025-08-12 13F 创始者有限公司 5,469 1,418
2025-08-13 13F 第一信托顾问有限公司 7,632 14.49 1,979 21.93
2025-07-10 13F Threadgill 金融有限公司 18,045 4,680
2025-08-29 NP CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 453 24.79 117 27.17
2025-06-30 NP NSFLX - Natixis 可持续未来 2055 基金 N 类 277 38.50 72 33.33
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 8,000 0.29 2,081 -5.02
2025-06-26 NP FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56,674 1.23 14,743 -4.17
2025-07-25 NP URTH - iShares MSCI 世界 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 8,062 5.88 2,130 14.09
2025-06-25 NP DRRAX - 纽约梅隆银行全球真实回报基金 A 类 11,545 3,003
2025-07-14 13F 伽玛投资有限责任公司 3,558 24.49 923 32.47
2025-08-01 13F 德克萨斯州教师退休制度 18,946 4.56 4,914 11.35
2025-08-14 13F 耆那全球有限公司 58,107 15,071
2025-07-14 13F 公园大道证券有限公司 4,082 1
2025-08-04 13F 创意金融设计公司 /adv 32 3.23 8 14.29
2025-06-26 NP ETLGX - E*TRADE 免费大盘指数基金 17 4
2025-08-15 13F/A 乐天证券公司 1 0
2025-07-09 13F 繁荣财富管理有限责任公司 2,129 62.89 552 73.58
2025-08-27 NP Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) 164,800 1.67 42,744 8.26
2025-07-23 13F Trifecta 资本顾问有限公司 10 42.86 3 100.00
2025-08-27 NP 高级系列信任 - AST 定量建模投资组合 430 115.00 112 131.25
2025-07-31 13F 新泽西州共同养老基金 D 41,363 0.09 10,728 6.59
2025-07-31 13F Ag2r La Mondiale 资产管理公司 5,440 2.72 1,411 0.79
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 30,624 1.51 7,966 -3.90
2025-06-26 NP DFVX - 维度美国大盘矢量 ETF 2,033 23.96 529 17.33
2025-07-21 13F ASR资产管理公司 4,614 73.20 1,197 84.57
2025-08-07 13F ProShare 顾问有限责任公司 21,351 13.52 5,538 20.90
2025-08-27 NP Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) 38,324 4.72 9,940 11.52
2025-08-28 NP TPLC - Timothy Plan 美国大盘核心 ETF 4,652 54.45 1,207 64.53
2025-08-11 13F 美国信安证券公司 988 23.96 256 26.11
2025-07-24 NP FEGKX - 富达股票增长K6基金 14,875 17.36 3,930 26.46
2025-08-12 13F 吉特曼财富管理有限责任公司 686 178
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 1,383 12.62 359 19.73
2025-08-11 13F 麦迪逊资产管理有限责任公司 49,009 8.20 12,711 15.23
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 106 265.52 28 285.71
2025-05-28 NP JHQAX - 摩根大通对冲股票基金 A 类 123,550 30,092
2025-08-14 13F 加拿大帝国商业银行世界市场公司 15,653 4.67 4,060 11.45
2025-05-27 NP MOTG - VanEck Vectors 晨星全球护城河 ETF 580 1.05 141 -3.42
2025-08-07 13F 中西部信托公司 2,467 640
2025-08-06 13F 联邦股权服务有限公司 12,129 2.16 3 50.00
2025-08-25 NP AIVSX - 美国投资公司 A 级 1,469,720 10.94 381,201 18.14
2025-08-13 13F BLI - 卢森堡投资银行 79,800 19.64 20,435 27.72
2025-07-25 13F 并发投资顾问有限公司 1,401 5.50 363 12.38
2025-08-18 13F/A Kestra 投资管理有限责任公司 33 1,000.00 9
2025-08-18 NP 太平洋精选基金 - 中型价值投资组合 I 类 10,057 32.21 2,608 40.82
2025-08-04 13F 阿拉巴马州退休制度 26,651 0.02 6,912 6.52
2025-06-26 NP FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,640 26.35 427 19.66
2025-08-07 13F 洛杉矶资本管理有限公司 6,524 1,692
2025-06-24 NP HELO - 摩根大通对冲股票阶梯叠加 ETF 14,053 3,656
2025-08-06 13F 第一地平线顾问公司 833 12.87 216 20.67
2025-08-11 13F WPG顾问有限责任公司 35 20.69 9 28.57
2025-08-01 13F 瑞穗证券美国有限公司 8,585 2,227
2025-07-15 13F 退休有限责任公司 920 239
2025-08-08 13F 公民金融集团公司/ri 800 207
2025-07-29 NP BPRRX - Boston Partners 多头/空头研究基金投资者类别 11,829 10.38 3,125 18.96
2025-08-14 13F 工程师 门经理 LP 2,438 632
2025-08-25 NP GCHDX - Gotham 对冲核心基金机构类别 Short -90 57.89 -23 76.92
2025-08-27 NP VIMSX - 先锋中盘指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,741,158 2.63 710,974 9.29
2025-08-14 13F 特立独行资本有限公司 19,728 5,117
2025-06-30 NP NSFMX - Natixis 可持续未来 2060 基金 N 类 228 33.33 59 28.26
2025-07-24 NP EUSA - iShares MSCI 美国等权重 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 10,499 29.43 2,774 39.42
2025-08-07 13F 传统财务顾问公司 3,064 795
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 544 11.25 142 5.22
2025-08-08 13F 哈特兰有限公司 2,178 9.45 565 16.53
2025-08-29 NP OAKMX - Oakmark 基金投资者类别 1,956,700 14.38 507,509 21.80
2025-07-29 NP VADCX - Invesco 等权重标普 500 基金 C 类 53,173 0.28 14,048 8.04
2025-06-26 NP IBALX - Transamerica 多管理平衡 A 3,981 1,036
2025-08-14 13F 水手有限责任公司 23,916 4.39 6,202 11.13
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 2,905 1.47 756 -3.94
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 8,977 3.31 2,335 -2.18
2025-07-10 13F 三井住友DS资产管理有限公司 15,494 1.23 4,019 7.81
2025-05-28 NP JLPSX - 摩根大通美国大型核心Plus基金I类 30,326 7,386
2025-08-12 13F 全球退休合作伙伴有限责任公司 451 9.73 117 11.54
2025-08-27 NP RYTTX - 标准普尔 500 2x 策略基金 A 402 1.52 104 8.33
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 1,564,045 0.75 413,205 8.55
2025-07-28 NP SPXV - 标准普尔 500 前医疗保健 ETF 79 6.76 21 11.11
2025-06-18 NP NMFAX - 全国动态美国成长基金 A 类 3,148 3.21 819 -2.39
2025-08-29 NP DGRW - WisdomTree 美国优质股息增长基金 不适用 49,275 1.04 12,780 7.60
2025-04-22 NP Tema ETF 信托 - Tema 垄断和寡头 ETF 5,738 304.65 1,407 280.00
2025-08-12 13F Trexquant 投资有限责任公司 137,943 30.68 35,778 39.16
2025-07-11 13F 阿塞纳贡资产管理公司 51,866 1,395.13 13,452 1,493.84
2025-07-24 13F 蓝色地带财富顾问有限责任公司 27,125 3.07 7,035 9.75
2025-08-12 13F Virtu 金融有限责任公司 8,389 2
2025-06-26 NP ALARX - 阿尔杰资本增值机构基金I类 20,343 5,292
2025-06-26 NP FSMDX - 富达中盘指数基金 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 414,205 6.88 107,747 1.18
2025-07-31 13F Wealthfront 顾问有限公司 7,958 8.70 2,064 15.76
2025-06-25 NP RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,766 58.77 980 50.38
2025-08-12 13F 富兰克林资源公司 15,103 12.78 3,917 20.12
2025-07-25 NP USCA - Xtrackers MSCI 美国气候行动股票 ETF 10,605 6.98 2,802 15.27
2025-07-30 NP ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 321 2.88 85 10.53
2025-08-14 13F 沃隆资本管理有限公司 961 249
2025-08-26 NP PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,350 24.87 6,316 32.98
2025-06-26 NP ACWI - iShares MSCI ACWI 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 32,808 8.28 8,534 2.51
2025-08-22 NP 可变保险产品基金 II - 反向基金投资组合初始类别 290,400 2.47 75,321 9.12
2025-08-27 NP 高级系列信托 - Ast 保存资产配置组合 600 150.00 156 121.43
2025-08-12 13F 东京海洋资产管理有限公司 4,320 1.24 1,120 7.80
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 25 7
2025-06-26 NP DFUS - 维度美国股票 ETF 33,645 16.67 8,752 10.46
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 4,883 0.47 1,267 7.02
2025-08-11 13F 先锋集团公司 14,966,903 1.76 3,881,966 8.36
2025-08-14 13F HRT金融有限责任公司 60,697 16
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 4,766 86.90 1,240 77.00
2025-07-14 13F 托特金融咨询公司 35,294 6.46 9,154 13.38
2025-08-07 13F 恩瓦姆有限公司 4,057 0.27 982 -0.30
2025-08-25 NP VKSAX - Virtus KAR 中小型核心基金 A 类 290,097 0.04 75,242 6.54
2025-08-14 13F 主要街道合作伙伴有限责任公司 790 205
2025-08-13 13F 古根海姆资本有限公司 1,569 7.10 407 14.04
2025-08-15 NP Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 11,702 0.79 3,035 7.36
2025-06-27 NP VEGN - 美国纯素气候 ETF 589 4.25 153 -1.29
2025-08-19 13F 开普投资咨询公司 221 3.27 57 9.62
2025-08-08 13F Meridian 财富管理有限责任公司 1,127 0.09 292 6.57
2025-08-19 13F 怀俄明州 131 34
2025-08-18 13F/A 加拿大国家银行/fi/ 90,775 74.93 23,544 86.30
2025-08-11 13F 罗斯柴尔德投资有限公司 683 0.89 177 7.93
2025-08-12 13F 劳雷尔财富顾问有限责任公司 1,038 0
2025-07-29 NP 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF 11,914 6.02 3,148 14.23
2025-08-11 13F 独立顾问联盟 1,949 9.43 506 16.63
2025-08-14 13F 千禧管理有限公司 Put 4,200 1,089
2025-08-07 13F 声景财富顾问集团有限责任公司 4,167 84.63 1,081 96.72
2025-08-14 13F 千禧管理有限公司 Call 3,000 778
2025-07-31 13F 布莱顿琼斯有限公司 3,723 1.58 966 8.18
2025-08-14 13F 加州教师退休制度 205,351 2.23 53,262 8.87
2025-08-14 13F 立体派系统策略有限责任公司 Put 6,700 52.27 1,738 62.18
2025-08-13 13F RSM美国财富管理有限公司 1,626 4.03 422 10.79
2025-07-30 13F 卡伦/弗罗斯特银行家公司 35 9
2025-07-28 NP AVMC - Avantis 美国中型股票 ETF 2,754 10.03 728 18.60
2025-08-12 13F Ci投资公司 1,801 0.11 0
2025-08-14 13F CoreCap 顾问有限责任公司 38 52.00 10 50.00
2025-08-07 13F 唤起财富有限公司 11,734 0.22 3,044 6.73
2025-08-12 13F 奥肖内西资产管理有限公司 14,057 21.12 3,646 28.98
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 4,350 3.65 1,149 11.66
2025-07-28 NP MID - 美国世纪中盘成长影响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 5,102 1.71 1,348 9.60
2025-08-12 13F 财富管理资本管理有限公司 13 62.50 3 200.00
2025-08-26 NP TVAL - T. Rowe 价格价值 ETF 4,297 14.92 1,115 22.42
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 563,930 17.76 146,266 25.41
2025-08-07 13F 英杰华公司 69,602 14.95 18,053 22.41
2025-08-27 NP CSXAX - Calvert 美国大盘核心责任指数基金 A 类 17,291 18.91 4,485 26.63
2025-07-28 NP NBGX - 路博迈成长ETF 298 18.25 79 27.87
2025-08-01 13F Fjarde Ap-fonden /第四瑞典国家养老基金 25,144 21.80 7 20.00
2025-08-20 NP QRPNX - AQR 另类风险溢价基金 N 级 Short -996 -66.66 -258 -64.51
2025-06-27 NP SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 1,508 3.71 392 -1.75
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 5 25.00 1 0.00
2025-07-21 13F 凭证 Qtrade 证券公司 1,868 500
2025-07-14 13F 农商投资公司 84 2.44 22 10.53
2025-08-01 13F Y-Intercept (香港) 有限公司 9,408 2,440
2025-07-24 NP FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 86,184 10.66 22,769 19.22
2025-08-14 13F 弗里斯通格罗夫合伙公司 62,472 16,203
2025-06-24 NP FHESX - Federated Hermes SDG Engagement 股票基金机构股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,687 4.41 2,520 -1.18
2025-08-13 13F 吉布斯财富管理 3,532 916
2025-06-25 NP GCVIX - 高盛大盘价值洞察基金机构 24,860 7.51 6,467 1.76
2025-08-26 13F/A MASTERINVEST 资本投资有限公司 901 234
2025-07-24 13F 标准人寿安本有限公司 98,097 11.81 25,443 20.33
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 373 20.71 97 15.48
2025-08-14 13F 科学技术研究有限责任公司 4,192 1,087
2025-08-06 13F 莫德拉财富管理有限责任公司 1,219 316
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 484 9.50 128 17.59
2025-08-19 NP Securian 基金信托 - SFT 常春藤成长基金 42,575 0.15 11,043 6.64
2025-07-28 NP AVLC - Avantis 美国大盘股票 ETF 403 4.13 106 12.77
2025-06-30 NP VMGRX - 先锋中型成长基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60,994 33.34 15,866 26.23
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 2,760 5.26 716 12.07
2025-05-29 NP CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 194 36.62 47 30.56
2025-07-23 13F 壳牌资产管理公司 9,230 116.56 2 100.00
2025-08-19 13F 国家资产管理公司 883 6.13 229 8.02
2025-08-18 13F Spg顾问有限公司 1,135 294
2025-07-23 13F Klp资本管理公司 45,655 5.79 11,842 12.66
2025-07-22 13F 法雷奥财务顾问有限责任公司 1,240 0.24 322 6.64
2025-08-12 13F 三菱日联证券美国公司 2,752 25.38 714 33.52
2025-08-28 NP TOPC - iShares 标准普尔 500 指数 3% 上限 ETF 28 7
2025-07-11 13F/A Umb Bank 北美/月 343 61.79 89 72.55
2025-08-13 13F 马歇尔·韦斯律师事务所 84,383 21,886
2025-08-13 13F 峰会金融有限责任公司 1,486 4.80 385 11.59
2025-08-15 13F Binnacle投资公司 199 17.06 52 24.39
2025-08-07 13F 格兰奇资本有限责任公司 814 211
2025-07-25 13F LRI 投资有限责任公司 768 4.35 199 11.17
2025-08-20 NP QMNIX - AQR 股票市场中性基金 I 类 Short -5,587 -18.41 -1,449 -13.08
2025-08-14 13F 伍德莱合伙公司 1,473 382
2025-08-27 NP CSIEX-卡尔弗特A类股票基金 360,811 11.29 93,584 18.52
2025-07-16 13F/A CX 机构 5,005 0.87 1 0.00
2025-07-14 13F 雅典卫城投资管理有限公司 933 0.21 242 6.64
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 Short -33 -9
2025-06-24 NP SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,434 16.43 5,315 10.22
2025-08-13 13F 阿科资本有限责任公司 911,820 19.52 236 27.57
2025-08-26 NP IUSV - iShares 核心标普美国价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 100,359 1.79 26,030 8.40
2025-08-13 13F 泰拉莫顾问有限责任公司 794 206
2025-07-28 NP AVUQ-Avantis美国优质ETF 34 9
2025-08-28 NP 规则 - 自适应核心 ETF 920 239
2025-08-14 13F 安科拉顾问有限责任公司 152 1.33 39 8.33
2025-08-08 13F Geode资本管理有限公司 3,142,763 2.47 811,650 9.00
2025-08-21 NP THMZ-Lazard股票大趋势ETF 1,946 505
2025-08-13 13F 资本国际公司/ca/ 85,128 18.81 22,080 26.52
2025-08-07 13F 肯塔基州教师退休制度 9,727 2.46 3 0.00
2025-07-24 NP USCL - iShares 气候意识与转型 MSCI 美国 ETF 8,450 6.83 2,232 15.11
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF 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 80,249 4.48 20,875 -1.09
2025-07-29 13F 国际资产投资管理有限公司 788 204
2025-08-27 NP VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,616 1.20 8,719 7.76
2025-08-14 13F 地平线投资有限责任公司 1,938 8.51 503 15.67
2025-05-15 13F 乐天投资管理公司 11,432 61.81 2,747 33.93
2025-08-05 13F 新方资本有限责任公司 135 98.53 35 118.75
2025-08-26 NP EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 291 0.69 75 7.14
2025-08-27 NP VTMFX - Vanguard 税务管理平衡基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,260 3.41 3,439 10.12
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 43,176 9.06 11,231 3.25
2025-07-25 13F 奥菲投资资产管理公司 423 52.16 93 50.00
2025-05-27 NP SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 48,672 36.42 11,855 37.04
2025-07-24 NP HNDRX - Horizon 定义风险基金投资者类别 1,894 8.41 500 16.82
2025-08-11 13F 贝尔投资顾问公司 66 53.49 17 70.00
2025-08-06 13F 马拉加湾资本有限责任公司 2,260 8.86 586 16.04
2025-07-28 NP SPXT - S&P 500 除科技 ETF 748 4.18 198 11.93
2025-08-06 13F SNS 金融集团有限责任公司 1,513 0.20 392 6.81
2025-08-12 13F 帕瑟顾问公司 9,961 50.70 2,584 60.53
2025-08-14 NP BSVSX - 贝雅小型价值基金投资者类别 7,506 28.84 1,947 24.90
2025-08-27 NP BBGLX - Bridge Builder 大盘成长基金 490,354 3.51 127,183 10.23
2025-07-10 13F 瑞典银行 55,188 10.06 14,314 17.20
2025-08-29 NP OAKBX - Oakmark 股票和收益基金投资者类别 379,200 81.18 98,353 92.94
2025-08-13 13F 国会财富管理有限责任公司/德国/ 2,264 1.16 587 7.71
2025-07-21 13F Qrg 资本管理公司 5,347 231.91 1,387 253.57
2025-08-13 13F 帕克沃斯财富管理有限公司 4 100.00 1
2025-08-14 13F Aprio 财富管理有限公司 1,004 10.82 260 18.18
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 6,364 148.40 1,651 164.42
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 Short -6,866 -55.78 -1,781 -52.92
2025-06-23 NP PLFMX - 大型股标准普尔 500 指数基金 R-3 21,844 2.03 5,682 -3.40
2025-08-13 13F 斑眼贸易有限责任公司 Put 30,100 671.79 7,807 722.66
2025-06-26 NP PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,319 86.11 1,384 76.18
2025-08-13 13F 斑眼贸易有限责任公司 16,348 3,684.26 4,240 3,938.10
2025-06-26 NP FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,292 8.27 7,620 2.50
2025-08-12 13F Nuveen有限责任公司 283,325 5.22 73,486 12.05
2025-09-04 13F/A 顾问集团控股公司 8,629 13.58 2,232 20.59
2025-08-14 13F 斯科特·马什金融有限责任公司 6,372 1,653
2025-08-25 NP FTCE - First Trust 新构建核心盈利领先 ETF 368 1.66 95 7.95
2025-07-25 13F 海明顿财富管理 109 15.96 0
2025-07-29 NP ESGV - 先锋ESG美国股票ETF ETF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 26,659 0.09 7,043 7.86
2025-07-31 13F 一号资产管理有限公司 100,549 1.05 26,079 7.61
2025-08-25 NP MMBDX - MassMutual Premier 平衡基金 A 类 48 12
2025-08-14 13F 多伦多道明银行 50,502 16.16 13,099 23.69
2025-07-21 13F 克伦威尔控股有限公司 349 4.18 91 11.11
2025-08-14 13F 托罗索投资有限责任公司 10,038 39.34 2,604 48.40
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 3,260 6.85 848 1.19
2025-08-07 13F 中央信托公司 15 4
2025-07-17 13F V-Square 定量管理有限责任公司 1,818 4.00 472 10.82
2025-08-22 NP MBAAX - 全球策略师投资组合 A 类股 445 4.46 115 11.65
2025-07-25 13F 正义投资有限责任公司 14,379 21.54 3,729 29.43
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 117 34.48 31 42.86
2025-08-08 13F 加拿大邮政公司注册养老金计划 1,845 479
2025-08-28 NP 指数 - S&P 500(R) 等权重空载股 325 2.52 84 9.09
2025-07-10 13F 锰服务 Vermogensbeheer BV 46,600 4.72 12 20.00
2025-08-27 13F/A 布林克资本投资有限公司 5,251 2.18 1,362 8.87
2025-06-23 NP IYY - iShares 道琼斯美国 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 5,214 1.88 1,356 -3.56
2025-08-22 NP XAOKX - 指数 500 投资组合初始类别 40,169 0.41 10,419 6.93
2025-07-21 13F J. Safra Sarasin 控股公司 1,746 453
2025-08-12 13F 嘉信理财投资管理公司 854,929 2.60 221,743 9.26
2025-05-27 NP SAMVX - Virtus Ceredex 中盘价值股票基金 A 类 140,000 47.37 34,098 40.84
2025-08-14 13F Worldquant Millennium Advisors Llc 102,834 412.61 26,672 445.89
2025-08-12 13F 北极星资产管理公司 113,489 0.54 29,436 7.07
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 1,056 7.32 279 15.35
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 30,460 7.42 7,900 14.39
2025-08-13 13F 德克萨斯资本银行财富管理服务公司 1,185 4.50 307 11.23
2025-08-06 13F 瑞索纳资产管理有限公司 40,863 6.97 10,578 13.93
2025-07-21 13F 上升集团有限责任公司 859 223
2025-07-22 13F 湾港财富管理有限责任公司 6 100.00 2
2025-08-13 13F 朱白财富管理集团有限责任公司 53 960.00 1 0.00
2025-08-13 13F 挪威银行 1,289,745 334,521
2025-08-12 13F 磁星金融有限责任公司 1,680 436
2025-08-13 13F 基尔特集团有限公司 8 2
2025-08-14 13F 方波资本有限责任公司 58,962 2.86 15,293 9.53
2025-08-13 13F 法国外贸银行 7,153 90.24 1,855 104.75
2025-08-12 13F 瑞士国家银行 377,700 8.04 97,964 15.05
2025-08-08 13F 乌龟投资管理有限公司 5 1
2025-07-23 13F Cortland Associates Inc/月 46,485 12,057
2025-08-26 NP GPIX - 高盛 S&P 500 核心溢价收入 ETF 2,441 74.36 633 86.18
2025-08-08 13F 顾问资本管理有限责任公司 2,724 0.18 707 6.65
2025-07-17 13F/A 资本投资顾问有限责任公司 4,443 31.80 1,152 40.32
2025-08-12 13F 博克夫,那 91 2,175.00 24
2025-08-06 13F 真实财富设计有限责任公司 9 28.57 2 100.00
2025-07-29 NP DMCVX - 纽约梅隆银行机会主义中型价值基金 A 类 27,564 16.29 7,282 25.31
2025-08-26 NP GVIZX - 价值股票指数基金投资者 713 7.54 185 14.29
2025-08-05 13F 哈钦斯和克莱默投资管理集团有限责任公司 775 205
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 99,625 19.57 25,915 13.19
2025-08-27 NP RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 192 284.00 50 308.33
2025-08-08 13F Pnc 金融服务集团公司 41,473 4.64 10,757 11.43
2025-08-12 13F 美国世纪公司 138,448 0.11 35,909 6.61
2025-08-14 13F 威斯康星州投资委员会 71,130 0.50 18,449 7.02
2025-07-25 13F 诺斯罗克合伙人有限责任公司 1,551 0.45 402 6.91
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 3,149 2.67 819 -2.73
2025-08-27 NP 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 34,363 4.58 8,913 11.37
2025-05-16 NP 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 5,665 169.63 1,380 157.76
2025-07-10 13F 独木舟金融有限合伙人 7,917 435.66 2,053 471.87
2025-08-25 NP MML 系列投资基金 - MML 中型成长基金初始级 10,447 33.34 2,710 41.98
2025-08-15 13F Kestra 咨询服务有限责任公司 5,725 1.01 1,485 7.61
2025-08-27 NP SSPY - 分层大盘指数 ETF 212 26.19 55 35.00
2025-08-14 13F 主街金融解决方案有限责任公司 3,002 9.08 779 16.12
2025-08-07 13F Zions Bancorporation,全国协会 /ut/ 133 1.53 34 9.68
2025-08-25 NP 美国互助投资公司 - Catholic Values Index 基金类别 24 4.35 6 20.00
2025-08-12 13F 维度基金顾问有限公司 689,467 5.28 178,814 12.12
2025-08-04 13F 俄亥俄州 2,959 767
2025-08-04 13F Pensionmark 金融集团有限公司 1,111 288
2025-08-27 NP LGH - HCM Defender 500 指数 ETF 791 3.81 205 10.81
2025-06-24 NP SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,907 4.49 756 -1.05
2025-08-14 13F 格伦维尤信托公司 1,038 0.19 269 6.75
2025-08-13 13F 耶鲁山投资顾问有限公司 177 46
2025-06-30 NP NSFFX - Natixis 可持续未来 2030 基金 N 类 142 32.71 37 24.14
2025-08-08 13F 新泽西州警察和消防员退休系统 18,911 5.80 4,905 12.66
2025-09-03 13F 美国信托 832 216
2025-07-17 13F 迪努佐私人财富有限公司 13 18.18 3 50.00
2025-07-28 NP QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,450 0.06 911 7.81
2025-07-15 13F 毅力家族办公室有限责任公司 38 26.67 10 28.57
2025-08-14 13F 哥谭资产管理有限公司 7,523 358.16 1,951 388.97
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 12,107 2.10 3,140 8.73
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 8 14.29 2 100.00
2025-08-14 13F ISAM 基金(英国)有限公司 9,678 2,510
2025-08-11 13F 交响金融有限公司 4,595 1,192
2025-08-20 NP RGLO——全球股票主动型ETF 2,541 659
2025-08-11 13F 基石规划集团有限责任公司 25 56.25 6 100.00
2025-08-14 13F 前奏资本管理有限公司 1,526 396
2025-08-27 NP Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类 41,200 6.46 10,686 13.38
2025-08-26 NP SPFFX-Sphere 500 气候基金 102 21.43 26 30.00
2025-07-25 13F 我们是一七有限责任公司 779 202
2025-08-07 13F 三菱UFJ国际资产管理有限公司 1,153,823 3.47 299,267 10.19
2025-08-22 NP BTAL - AGFiQ 美国市场中性反贝塔基金 Short -5,344 -20.01 -1,386 -14.81
2025-08-05 13F Versor投资有限公司 3,995 1,036
2025-08-12 13F 史蒂文斯资本管理有限公司 3,595 1
2025-08-13 13F 西万特资本管理有限责任公司 3,713 963
2025-08-29 NP EPS - WisdomTree 美国大型基金 不适用 1,209 1.26 314 7.93
2025-08-13 13F 资本国际投资者 10,478,466 4.01 2,717,618 10.76
2025-07-31 13F 奎斯特合作伙伴有限责任公司 1,712 6,240.74 444 7,300.00
2025-08-14 13F 曼氏集团 172,333 326.03 44,698 353.69
2025-08-26 NP SHRT - Gotham 空头策略 ETF 145 38
2025-07-28 13F Sagespring 财富合伙人有限责任公司 2,986 9.62 774 16.74
2025-08-11 13F 战略财富伙伴有限公司 100 26
2025-08-27 NP MFADX - Cromwell Marketfield L/S 基金投资者类别 Short -802 -13.48 -208 -7.56
2025-05-15 13F Kodai资本管理有限责任公司 129,428 153.24 31,523 142.04
2025-08-27 NP JNL 系列信托 - JNL/Mellon 工业部门基金 (A) 7,748 2.20 2,010 8.83
2025-08-21 NP MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 67,900 12.60 17,611 19.92
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 130 38.30 34 32.00
2025-07-31 13F 德克萨斯大学/德克萨斯大学投资管理公司 5,112 1,326
2025-08-14 13F 大和证券集团公司 25,014 3.82 6 20.00
2025-08-25 NP QWVPX - Clearwater 核心股票基金 1,900 18.75 493 26.48
2025-07-25 13F 阿波罗财富管理有限责任公司 2,880 13.74 747 21.27
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 757 5.14 196 12.00
2025-07-31 13F Rational 顾问有限公司 36 9
2025-08-14 13F 斯诺登资本顾问有限责任公司 964 1.80 250 8.70
2025-06-26 NP KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 Short -3,851 -1,002
2025-05-28 NP PACIFIC SELECT FUND - 对冲股票投资组合 P 类 2,617 637
2025-07-31 13F CVA 家族办公室有限责任公司 426 8.67 110 15.79
2025-08-14 13F 匡蒂诺资本管理有限公司 17,313 52.43 4,491 62.33
2025-07-29 NP 古根海姆战略机会基金 67 3.08 18 13.33
2025-07-29 NP BLES - 激励全球希望 ETF 1,255 5.29 332 13.36
2025-08-20 NP QNZNX - AQR 可持续多空股票碳意识基金 N 类 Short -225 -58
2025-08-26 NP QAMWEX - T. Rowe 定价中型成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,300 2.12 5,006 8.73
2025-05-28 NP JUSA - 摩根大通美国研究增强型大盘股ETF 46 11
2025-08-14 13F Peak6有限责任公司 15,534 221,814.29 4,029 402,800.00
2025-08-14 13F 哈里斯联合有限合伙人 5,107,787 11.75 1,324,807 19.01
2025-08-14 13F Peak6有限责任公司 Put 22,400 5,810
2025-07-28 13F 港口投资公司 187 10.00 49 17.07
2025-05-27 NP SMOT - VanEck Morningstar SMID 护城河 ETF 11,625 13.99 2,831 8.97
2025-07-11 13F IFM 投资者有限公司 24,180 4.57 6,272 11.37
2025-08-14 13F USS投资管理有限公司 20,616 0.39 5,346 6.92
2025-08-14 13F 西门子基金投资有限公司 1,777 23.06 461 31.05
2025-07-28 NP RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,036 13.23 1,859 22.00
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 319 190.00 83 215.38
2025-05-15 13F/A Orion 投资组合解决方案有限责任公司 5,139 2.84 1,252 -1.73
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 7 2
2025-07-29 NP SDLAX - SIIT 动态资产配置基金 - A 类 3,278 13.94 866 22.84
2025-07-07 13F Nova财富管理有限公司 9 2
2025-08-11 13F 授权基金有限责任公司 2,887 14.43 749 21.82
2025-08-26 NP 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 2,051 44.84 532 54.36
2025-06-30 NP EGLE - Global X 标准普尔 500 美国收入领先者 ETF 11 3
2025-07-23 13F 冯托贝尔控股有限公司 2,411 87.92 625 100.32
2025-08-05 13F GPS 财富策略集团有限责任公司 1 0
2025-08-05 13F 西区投资管理公司 27 7
2025-08-01 13F 莫特科 18 4
2025-07-11 13F 格罗夫银行与信托 58 26.09 15 36.36
2025-07-30 13F 惠蒂尔信托公司 974 45.81 253 55.56
2025-08-26 NP QCEQRX - 股票指数账户类别 R1 60,671 12.09 15,736 19.37
2025-08-25 NP 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 626,858 56.21 162,588 66.35
2025-05-23 NP TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 4,918 1,198
2025-07-11 13F 远远财务顾问有限责任公司 610 15.09 158 22.48
2025-08-12 13F DnB 资产管理公司 26,352 8.02 6,835 15.03
2025-08-14 13F 第一集团贸易有限公司 568 147
2025-06-25 NP RILA - Indexperts Gorilla 积极增长 ETF 186 173.53 48 166.67
2025-08-14 13F 第一集团贸易有限公司 Put 100 26
2025-08-22 NP CVMC - Calvert 美国中盘核心责任指数 ETF 964 2.34 250 9.17
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 2,058 3.42 534 10.12
2025-05-29 NP JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) 5,309 1,293
2025-08-14 13F 科维茨投资集团合作伙伴有限责任公司 8,987 0.02 2,331 6.49
2025-08-11 13F 德汇惠特尼信托有限责任公司 838 217
2025-07-24 13F 罗纳德·布鲁信托公司 150 2.74 39 8.57
2025-08-27 NP VSLU - 应用金融估值大盘 ETF 585 2.45 152 8.63
2025-07-25 13F 俄勒冈州公务员退休基金 10,765 1.37 2,792 7.97
2025-08-08 13F 财富联盟 1,199 3.36 311 9.93
2025-05-29 NP JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) 3,476 3.73 847 -0.94
2025-07-22 13F IMC-芝加哥有限责任公司 Put 10,400 2,697
2025-07-22 13F IMC-芝加哥有限责任公司 Call 18,900 4,902
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 734 11.04 190 18.75
2025-07-28 NP UPRO - ProShares UltraPro S&P500 6,398 15.82 1,690 24.82
2025-08-14 13F 本杰明·爱德华兹公司 845 219
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,666 7.14 1,994 1.42
2025-07-22 NP GUSA - 高盛 MarketBeta 美国 1000 股票 ETF 4,153 0.14 1,097 7.97
2025-07-24 NP FDFF - 富达颠覆性金融 ETF 10,191 62.12 2,692 74.69
2025-03-26 NP MVSRX - Mar Vista 战略增长基金退休股票 2,828 43.85 777 49.14
2025-08-14 13F 麦格理集团有限公司 782,629 3.55 202,991 10.27
2025-08-14 13F 道富银行 4,968,897 1.37 1,288,783 7.94
2025-08-29 NP NEFOX - Natixis Oakmark 基金 A 类 87,911 24.17 22,801 32.23
2025-07-28 NP EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,223 4.44 323 12.54
2025-08-13 13F 宽博科技有限公司 9,034 2,343
2025-07-29 NP VRGWX - Vanguard Russell 1000 增长指数基金机构股票 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 30,543 6.04 8,069 14.26
2025-07-30 NP GDE - WisdomTree高效金加股票策略基金 N/A 284 149.12 75 177.78
2025-07-23 NP CFMSX - 中盘精选基金栏 140,962 7.57 37,241 15.90
2025-07-14 13F AdvisorNet 金融公司 39 8.33 10 25.00
2025-08-06 13F 朝日生命资产管理有限公司 1,450 376
2025-08-14 13F 柯罗尼集团有限责任公司 4,894 4.46 1,269 11.22
2025-08-14 13F 水产资本管理有限责任公司 2,949 765
2025-08-14 13F Synovus金融公司 5,023 0.12 1,303 6.63
2025-07-22 NP GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF 330 6.80 87 16.00
2025-07-31 13F Fedenia 顾问有限公司 784 203
2025-08-27 NP BFIUX - Baron FinTech 基金 R6 股票 3,300 3.12 856 9.76
2025-08-26 NP GRZZX-Leuthold Grizzly Short基金 Short -1,343 -7.70 -348 -1.69
2025-08-14 13F 加拿大养老金计划投资委员会 151,628 8.86 39,328 15.92
2025-08-26 NP 主要投资组合 - 标准普尔 500 指数主要投资组合 117,889 1.91 30,577 8.52
2025-08-14 13F 峰会步道顾问有限公司 908 236
2025-08-11 13F Wbi 投资公司 1,971 511
2025-08-14 13F 西永资本有限公司 1,706 18.55 442 26.29
2025-07-22 13F LGT集团基金会 146,902 2.70 38,102 9.36
2025-08-13 13F 加州公务员退休制度 207,008 6.17 53,692 13.06
2025-08-01 13F 罗斯比金融(LCC) 850 1.43 220 2.80
2025-07-10 13F 财富增值咨询服务有限公司 25,187 0.02 6,594 7.52
2025-08-12 13F MAI资本管理 3,111 21.81 807 29.58
2025-07-21 13F 沃恩·尼尔森投资管理有限公司 10,270 18.52 2,664 133,050.00
2025-08-04 13F 联合银行 24,916 1.99 6 20.00
2025-07-25 NP MRGAX - MFS 核心股票基金 A 80,395 4.25 21,240 12.33
2025-08-14 13F 综合财富概念有限责任公司 4,132 1.50 1,072 8.07
2025-08-28 NP FARYX - Fulcrum多元化绝对回报基金超级机构级 19 26.67 5 33.33
2025-08-12 13F 西北互助投资管理公司 3,963 0.48 1,028 6.98
2025-07-11 13F 布滕斯基和科恩金融安全公司 16,357 0.20 4,243 6.72
2025-08-12 13F 德意志银行\ 402,758 8.83 104,463 15.90
2025-07-29 13F 应用金融资本管理有限责任公司 2,575 668
2025-07-29 NP SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF 4,841 12.35 1,279 21.02
2025-08-07 13F 毕马威资本有限责任公司 1,747 453
2025-07-16 13F 巴顿基金管理公司 857 222
2025-08-27 NP EAALX - 伊顿万斯亚特兰大资本聚焦增长基金 A 类 37,244 9,660
2025-08-13 13F 双峰财富顾问有限责任公司 57 14
2025-08-13 13F 麦肯齐金融公司 185,855 18.41 48,205 26.10
2025-08-05 13F Palogic 价值管理有限合伙人 1,227 6.79 318 13.98
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 278 1.46 72 9.09
2025-08-04 13F 林斯科姆和威廉姆斯公司 7,835 11.28 2,032 18.55
2025-08-08 13F 费尔班克斯资本管理公司 12,949 1.95 3,359 8.57
2025-08-28 NP AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 44 11
2025-08-13 13F 罗素投资集团有限公司 318,214 1.32 82,524 7.90
2025-08-22 NP MIMPX - 全球策略师投资组合 I 级 66 3.12 17 13.33
2025-08-13 13F 亚利桑那州退休系统 36,476 1.76 9,461 8.36
2025-08-06 13F 法国巴黎银行资产管理控股公司 18,516 40.92 5 33.33
2025-06-23 NP 规模 - iShares Edge MSCI 美国规模因子 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,239 6.67 582 1.04
2025-05-23 NP TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 18,644 4,541
2025-05-15 13F 德克萨斯州永久学校基金 15,685 4,080
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 63,107 1.91 16,368 8.53
2025-06-26 NP ACAAX - 阿尔杰资本增值基金A级 18,298 4,760
2025-08-01 13F 河水合作伙伴有限责任公司 1,868 4.01 485 10.76
2025-08-26 NP IVE - iShares S&P 500 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 197,950 2.47 51,342 9.12
2025-08-08 13F/A 斯特林资本管理有限公司 6,960 25.61 1,805 33.80
2025-08-14 13F 弗默尔有限公司 3,027,065 2.21 785,130 8.84
2025-08-11 13F 布朗兄弟哈里曼公司 2,508 9.14 650 16.28
2025-08-07 13F 虎钳技术公司 2,658 39.09 689 41.48
2025-08-18 13F 金刚狼贸易有限公司 Put 8,900 67.92 2,280 79.03
2025-08-06 13F 彭塞拉资本管理有限公司 676 13.04 0
2025-08-11 13F B.梅茨勒塞尔。索恩公司 44,760 3.11 11,609 9.81
2025-06-26 NP TBLRX - 泛美平衡 II R 198 52
2025-08-14 13F 长城汽车顾问有限责任公司 1,330 365.03 345 398.55
2025-08-11 13F 野村资产管理有限公司 40,546 4.46 10,516 11.25
2025-07-24 NP SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF 8,007 20.04 2,115 29.36
2025-03-27 NP PTLC - Pacer Trendpilot 美国大盘 ETF 8,542 10.60 2,347 8.81
2025-08-04 13F 奎克财富管理有限责任公司 3 1
2025-08-06 13F AE 财富管理有限责任公司 3,054 13.24 792 20.73
2025-07-24 NP EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 738,607 5.05 195,133 13.18
2025-03-26 NP FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-14 13F 霍华德休斯医学院 26 7
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 15,096 6.21 3,988 14.43
2025-07-21 13F 美洲咨询服务有限责任公司 118 31
2025-06-24 NP BBUS - 摩根大通 BetaBuilders 美国股票 ETF 10,687 4.46 2,780 -1.10
2025-07-09 13F 信托联盟有限责任公司 4,172 1,082
2025-08-27 NP 高级系列信托 - Ast 资本增长资产配置投资组合 3,200 830
2025-08-07 13F 奥尔沃斯金融有限公司 2,548 4.17 661 4.93
2025-08-28 NP MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 274 73.42 71 86.84
2025-08-12 13F 管家合伙人投资咨询有限公司 1,380 0.80 358 7.21
2025-08-14 13F Principia 财富咨询有限公司 6 100.00 2
2025-06-23 NP PPUMX - 大型股增长基金 I R-3 137,982 2.05 35,893 -3.39
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 59,463 15,423
2025-08-13 13F 裸金融服务公司 20 185.71 5 400.00
2025-08-29 NP SPXUX-WisdomTree 500 数字基金 N/A 27 200.00 7 250.00
2025-06-26 NP ACVF - 美国保守价值 ETF 329 1.86 86 -3.41
2025-07-28 NP ISPY - ProShares 标准普尔 500 高收益 ETF 1,953 17.65 516 26.54
2025-08-26 NP 机构投资策略基金 9 28.57 2 100.00
2025-08-29 NP WOMN -影响力股票 YWCA 女性赋权 ETF 360 1.41 93 8.14
2025-08-12 13F 克利尔街市场有限责任公司 84 22
2025-08-13 13F 佛罗里达州退休系统国家管理局 121,812 1.21 31,594 7.79
2025-08-25 NP MML系列投资基金 - MML全球基金I类 18,380 652.97 4,767 702.53
2025-08-06 13F 福克斯运行管理有限公司 7,379 1,914
2025-08-12 13F 贝莱德公司 9,049,543 1.81 2,347,180 8.42
2025-08-08 13F 毕尔巴鄂比斯开阿根廷银行 3,652 36.98 944 45.45
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 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 3,994,144 1.89 1,035,961 8.51
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 45,624 11,833
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