机构和基金投资人持股 - 买家
在Elevance 健康公司中开设新头寸的主要持有者包括 VYM - Vanguard 高股息收益率指数基金 ETF 股票, 博特尔古德曼有限公司, BVALX - Brown Advisory - Beutel Goodman 大盘价值基金机构股, 莫尔投资管理有限公司, FVD - 第一信托价值线股息指数基金, 车床资本有限公司, 车床资本有限公司, DKRT投资公司, 兰莫尔基金管理有限公司, Glenmede投资管理有限公司, CSM 顾问有限责任公司, BGATX - Baillie Gifford 全球阿尔法股票基金 2 类, 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级, 瑞穗证券美国有限公司, 咨询资源组, 车床资本有限公司, 穆巴达拉投资公司 PJSC, BASV - 布朗咨询可持续价值ETF, BLI - 卢森堡投资银行, 和 ECML - 欧几里德基本价值 ETF .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 9,426 | 7.90 | 3,667 | -3.50 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 122 | 1.67 | 47 | -9.62 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 935,044 | 10.08 | 363,695 | -1.57 | ||||
2025-08-11 | 13F | 马拉松资产管理有限公司 | 263,536 | 9.54 | 102,505 | -2.05 | ||||
2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 13,665 | 0.81 | 5,315 | -9.84 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 67,469 | 25.33 | 26,244 | 12.08 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 5,675 | 59.14 | 2,207 | 42.30 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 1,681 | 45.54 | 654 | 8.83 | ||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 644 | 37.90 | 251 | 23.15 | ||||
2025-07-30 | NP | CCMG-CCM全球股票ETF | 13,318 | 24.85 | 5,112 | 20.74 | ||||
2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 3,675,179 | 9.68 | 1,429,498 | -1.92 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 702 | 57.05 | 273 | 45.21 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 8,750 | 222.64 | 3,680 | 201.64 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 539 | 222.75 | 207 | 212.12 | ||||
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 | 698 | 22.03 | 294 | 29.65 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -4,821 | 29.28 | -1,875 | 15.67 | |||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,388 | 6.93 | 584 | 13.65 | ||||
2025-08-07 | 13F | CVFG有限责任公司 | 1,499 | 1.08 | 583 | -9.61 | ||||
2025-08-20 | NP | MUNDX - Mundoval 基金 | 1,000 | 25.00 | 389 | 11.82 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 9,727 | 0.81 | 4,091 | 7.12 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 63,434 | 5.73 | 24,673 | -5.45 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 942,596 | 10.32 | 366,632 | -1.35 | ||||
2025-05-13 | 13F | CacheTech 公司 | 1,001 | 26.07 | 434 | 48.63 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 190,057 | 14.81 | 74 | 1.39 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,228 | 19.34 | 478 | 6.71 | ||||
2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 7,950 | 130.43 | 3,344 | 144.91 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 1,698 | 8.29 | 660 | -3.23 | ||||
2025-08-27 | NP | BEEX - 蜂巢ETF | 8,339 | 0.92 | 3,244 | -9.77 | ||||
2025-07-17 | 13F | 肯塔基独立银行 | 971 | 2.64 | 378 | -8.27 | ||||
2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 1,707 | 8.93 | 664 | -2.64 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | 8,797 | 12.15 | 3,356 | -0.97 | ||||
2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 2,818 | 0.54 | 1,096 | -10.09 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 1,710 | 6.28 | 665 | -4.86 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -65 | -25 | |||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 1,265 | 24.51 | 492 | 11.56 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 3,000 | 1,167 | |||||
2025-07-29 | 13F | 西德尔资产管理公司 | 2,871 | 11.06 | 1,117 | -0.71 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | 1,613 | 627 | ||||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 4,000 | 672.20 | 1,556 | 591.11 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 4,200 | 1,634 | |||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,300 | 895 | |||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 556 | 96.47 | 216 | 75.61 | ||||
2025-08-12 | 13F | 遗产信托公司 | 1,761 | 0.40 | 685 | -10.24 | ||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 375,193 | 0.05 | 146 | -11.04 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 5,227 | 0.08 | 2,026 | -11.80 | ||||
2025-05-30 | NP | MML 系列投资基金 - MML 基本价值基金 II 类 | 2,664 | 1,159 | ||||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 9,079 | 25.42 | 3,531 | 12.17 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 20,126 | 4.43 | 8,465 | 11.00 | ||||
2025-07-25 | NP | MFSV-MFS主动价值ETF | 2,261 | 16.79 | 868 | 12.89 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 2,214 | 31.47 | 609 | -12.64 | ||||
2025-08-12 | 13F | 卡姆登国家银行 | 12,821 | 18.42 | 4,987 | 5.88 | ||||
2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 629 | 12.93 | 245 | 0.83 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 23,882 | 11.22 | 9,289 | -0.54 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 46,044 | 6.12 | 17,674 | 2.64 | ||||
2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,135 | 13.59 | 2,355 | 9.85 | ||||
2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 2,415 | 0.21 | 939 | -10.40 | ||||
2025-07-15 | 13F | DB 菲茨帕特里克公司 | 4,352 | 1.09 | 1,693 | -9.62 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 78,100 | 9.23 | 30,378 | -2.32 | ||||
2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 133,070 | 4.72 | 51,759 | -6.35 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 2,499 | 1.05 | 972 | -9.76 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 50 | 194.12 | 19 | 171.43 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 24,400 | 171.11 | 9,491 | 142.46 | |||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 33,598 | 33.15 | 13,068 | 19.07 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 5,200 | 73.33 | 2,023 | 55.06 | |||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 92 | 12.20 | 36 | 0.00 | ||||
2025-07-29 | 13F | 基础有限公司 | 3,608 | 38.82 | 1,404 | 24.16 | ||||
2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,557 | 8.32 | 50,392 | -3.14 | ||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 883,515 | 371,589 | ||||||
2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 7,120 | 30.83 | 2,995 | 3.42 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 68 | 7.94 | 26 | -3.70 | ||||
2025-07-21 | 13F | 影响力投资者公司 | 1,640 | 3.99 | 638 | -7.00 | ||||
2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,904 | 121.12 | 2,483 | 135.13 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 989 | 29.28 | 385 | 15.62 | ||||
2025-08-08 | 13F | 国民年金服务 | 536,395 | 1.00 | 208,636 | -9.68 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 26,324 | 21.38 | 10,239 | 113,655.56 | ||||
2025-08-14 | 13F | 布拉格金融顾问公司 | 4,531 | 0.29 | 1,762 | -10.33 | ||||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 252 | 83.94 | 106 | 90.91 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 6,880 | 2.43 | 2,676 | -8.42 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,417 | 6.15 | 940 | -5.05 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 288,545 | 4.54 | 112 | -6.67 | ||||
2025-08-25 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 1,168 | 16.80 | 454 | 4.61 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 1,381 | 287.92 | 537 | 248.70 | ||||
2025-08-13 | 13F | 泰康资产管理(香港)有限公司 | 16,995 | 6.40 | 6,610 | -4.85 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,004 | 3.72 | 391 | -7.36 | ||||
2025-08-15 | 13F | 奥西尔资产管理公司 | 36,753 | 1.89 | 14,295 | -8.89 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 73,037 | 40.88 | 28,408 | 25.98 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 53,573 | 20,838 | ||||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 96,978 | 7.05 | 37,721 | -4.27 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 9,345 | 17.55 | 3,930 | 24.96 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 77,703 | 30,223 | ||||||
2025-08-12 | 13F | 支点资产管理有限公司 | 3,328 | 1,294 | 60.75 | |||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 109,666 | 14.04 | 46,123 | 21.21 | ||||
2025-07-28 | 13F | 佩廷加财务顾问有限责任公司 | 775 | 0.13 | 301 | -10.42 | ||||
2025-08-14 | 13F | 库珀曼·莱昂·G | 280,900 | 0.90 | 109,259 | -9.77 | ||||
2025-04-28 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 1,423 | 4.63 | 565 | 1.99 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,224 | 26.86 | 4,004 | 15.00 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 6,492 | 12.26 | 2,525 | 0.40 | ||||
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 | 3,563 | 53.45 | 1,368 | 48.43 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 1,300 | 506 | ||||||
2025-07-17 | 13F | 罗利资本管理公司 | 278 | 24.66 | 108 | 11.34 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 219 | 92 | ||||||
2025-08-04 | 13F | GAM控股公司 | 12,470 | 0.43 | 4,850 | -10.19 | ||||
2025-08-11 | 13F | 沃杜州银行 | 9,536 | 1.22 | 4 | -25.00 | ||||
2025-08-14 | 13F | 高盛集团公司 | 1,393,826 | 9.37 | 542,143 | -2.20 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 8,331 | 15.21 | 3,198 | 11.43 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 605 | 232 | ||||||
2025-08-04 | 13F | 顾问股份投资有限责任公司 | 1,168 | 16.80 | 454 | 5.09 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 40,100 | 228.69 | 15,597 | 193.95 | |||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 263 | 52.91 | 102 | 37.84 | ||||
2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 2,471 | 139.90 | 961 | 93.36 | ||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 2,076 | 30.65 | 807 | -2.30 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 499 | 8.24 | 192 | 4.95 | ||||
2025-08-12 | 13F | 保德信金融公司 | 146,670 | 7.93 | 57,049 | -3.49 | ||||
2025-07-18 | 13F | Victrix 投资顾问公司 | 887 | 345 | ||||||
2025-08-26 | NP | TEBIX - 富兰克林共同信标基金 A 类 | 149,671 | 2.94 | 58,216 | -7.94 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 90 | 542.86 | 35 | 483.33 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 163,668 | 6.34 | 63,666 | -4.88 | ||||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 694 | 29.48 | 241 | 4.78 | ||||
2025-08-07 | 13F | 策略资产管理公司 | 6,232 | 6.38 | 2,424 | -4.87 | ||||
2025-08-04 | 13F | 精明顾问公司 | 810 | 315 | ||||||
2025-06-27 | NP | FEAMX - 美国第一鹰基金 C 类 | 19,679 | 11.55 | 8,277 | 18.57 | ||||
2025-08-05 | 13F | 达林 |奥斯马诺有限责任公司 | 1,025 | 0.10 | 399 | -10.56 | ||||
2025-08-13 | 13F | 直径资本有限合伙人 | 598 | 233 | ||||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 56,888 | 30.28 | 22,127 | 16.51 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 10,991 | 1.09 | 4,275 | -9.60 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 20,335 | 10.67 | 7,910 | 16.69 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 27,790 | 12.31 | 10,809 | 0.44 | ||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 1,281 | 0.63 | 498 | -9.95 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 741 | 1.93 | 288 | -8.86 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 770 | 6.65 | 296 | 3.15 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 19,870 | 45.17 | 7,729 | 29.82 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 786 | 103.63 | 342 | 140.14 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 118,893 | 1.01 | 46,245 | -9.67 | ||||
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 | 28,412 | 7.27 | 10,906 | 3.75 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 2,932 | 1.56 | 1,220 | 2.43 | ||||
2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 620 | 51.22 | 238 | 3.95 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 878 | 39.59 | 260 | -0.76 | ||||
2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 1,110 | 0.09 | 432 | -10.58 | ||||
2025-07-29 | 13F | 统一顾问有限责任公司 | 7,328 | 0.38 | 2,850 | -10.24 | ||||
2025-08-13 | 13F | 丰业资本公司 | 22,812 | 5.56 | 8,873 | -5.60 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 233 | 4.95 | 91 | -6.25 | ||||
2025-06-17 | NP | MINVX - 麦迪逊投资者基金 Y 类投资者基金 | 22,139 | 63.60 | 9,311 | 73.91 | ||||
2025-08-08 | 13F | 兰莫尔基金管理有限公司 | 50,000 | 19,448 | ||||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 716 | 3.02 | 279 | -7.95 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 168 | 2.44 | 65 | -8.45 | ||||
2025-07-10 | 13F | 巴德尔银行 | 893 | 345 | ||||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 成长和收入投资组合 A 类 | 59,230 | 42.90 | 23,038 | 27.79 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 14 | 5 | ||||||
2025-08-15 | 13F | Soleus 资本管理有限合伙人 | 70,000 | 27,227 | ||||||
2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 1,258 | 0.08 | 489 | -10.44 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 2,457 | 36.42 | 956 | 21.97 | ||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 1,877 | 730 | ||||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 195 | 14.71 | 76 | 2.74 | ||||
2025-08-27 | NP | LIMAX - Cromwell Tran 可持续焦点基金投资者类别股票 | 1,540 | 599 | ||||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 44 | 10.00 | 17 | 0.00 | ||||
2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 669 | 15.74 | 260 | 3.59 | ||||
2025-08-14 | 13F | 农林中金银行 | 13,582 | 8.26 | 5,283 | -3.21 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 163,144 | 12.20 | 63,456 | 0.33 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 55,885 | 5.64 | 22 | -8.70 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,635 | 319.59 | 1,025 | 275.09 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 21,549 | 40.78 | 8,382 | 25.90 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 309 | 2.32 | 120 | -8.40 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 29,386 | 58.75 | 11,430 | 41.96 | ||||
2025-06-30 | NP | ACSTX - Invesco Comstock 基金 A 类 | 500,523 | 5.18 | 210,510 | 11.79 | ||||
2025-08-08 | 13F | 托巴姆 | 528 | 417.65 | 0 | |||||
2025-07-30 | 13F | 自由一投资管理有限公司 | 12,794 | 20.01 | 4,976 | 7.31 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 235,400 | 86.23 | 91,561 | 66.54 | |||
2025-06-26 | NP | FLKSX - 富达低价股票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 | 34,092 | 1.07 | 14,338 | 7.42 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 216 | 1.89 | 84 | -8.70 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 1,303 | 11.56 | 507 | -0.39 | ||||
2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,405 | 867 | ||||||
2025-07-25 | 13F | 理查森金融服务公司 | 60 | 300.00 | 24 | 283.33 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 21,180 | 354.70 | 8,238 | 298.16 | ||||
2025-08-13 | 13F | 阿蒙迪 | 1,404,180 | 29.52 | 491,814 | 0.21 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 8,141 | 11.46 | 3,125 | 7.80 | ||||
2025-08-06 | 13F | 荷兰集团 | 29,729 | 0.39 | 11,563 | -10.23 | ||||
2025-08-07 | 13F | 莫尔投资管理有限公司 | 138,539 | 53,886 | ||||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 3,000 | 50.00 | 1,167 | 34.14 | |||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 41 | 12 | ||||||
2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 858 | 12.60 | 334 | 0.60 | ||||
2025-04-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 77 | 266.67 | 31 | 275.00 | ||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,092 | 540.17 | 1,203 | 472.38 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 2,129 | 0.19 | 817 | -3.08 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 20,900 | 60.77 | 8,129 | 43.77 | |||
2025-07-16 | 13F | 普兰公司有限责任公司 | 1,596 | 1.33 | 621 | -9.49 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 32 | 12 | ||||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 130,114 | 4.02 | 48 | -12.96 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 3,588 | 54.59 | 1 | 0.00 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 8,194 | 1.95 | 3,187 | -8.81 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 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 | 10,028 | 15.72 | 4,218 | 22.98 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 12,421 | 4,831 | ||||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,171 | 8.53 | 456 | -2.99 | ||||
2025-07-23 | 13F | 聚焦投资者有限责任公司 | 514,900 | 1.92 | 200,276 | -8.86 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 16,547 | 8.60 | 6,436 | -2.88 | ||||
2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 424 | 17.78 | 163 | 14.08 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 5,477 | 3.91 | 2,130 | -7.07 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 2,749 | 39.33 | 1,069 | 24.59 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 818 | 38.88 | 324 | 35.71 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 856,900 | 22.14 | 333,300 | 9.22 | ||||
2025-05-28 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 1,638 | 9.42 | 712 | 28.99 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 3,632 | 8.29 | 1,413 | 1.80 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 288 | 25.22 | 112 | -5.88 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 201 | 8.06 | 78 | -2.50 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,132 | 12.63 | 818 | 8.92 | ||||
2025-08-14 | 13F | CTC替代策略有限公司 | 1,380 | 537 | ||||||
2025-07-10 | 13F | 温伯格资产管理公司 | 1,183 | 1.55 | 460 | -9.09 | ||||
2025-09-10 | NP | VVPLX - Vulcan Value Partners 基金投资者类别股票 | 62,595 | 65.53 | 17,719 | 11.41 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 569 | 10.70 | 221 | -0.90 | ||||
2025-08-12 | 13F | 统一资产管理有限责任公司 | 25,921 | 1.38 | 10,082 | -8.71 | ||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 149,520 | 44.05 | 58,181 | 28.84 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 35,471 | 13,797 | ||||||
2025-08-12 | 13F | 摩根大通公司 | 1,473,707 | 3.42 | 573,232 | -7.52 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 217 | 16.04 | 0 | |||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 10,431 | 335.53 | 4,057 | 289.72 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 7,531 | 0.90 | 2,891 | -2.43 | ||||
2025-07-29 | 13F | 积极财富管理 | 51 | 155.00 | 20 | 137.50 | ||||
2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,869 | 0.81 | 813 | 18.89 | ||||
2025-08-12 | 13F | 木材溪资本管理有限责任公司 | 12,618 | 24.13 | 3,488 | -21.13 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,979,321 | 11.33 | 1,158,837 | -0.45 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 242 | 1.68 | 94 | -8.74 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 100 | 400.00 | 39 | 442.86 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 1,311 | 23.21 | 510 | 10.17 | ||||
2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,741 | 47.21 | 1,066 | 31.77 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 175 | 3.55 | 76 | 22.58 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 195,625 | 1.90 | 64,821 | -16.15 | ||||
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 | 114,809 | 0.48 | 44,656 | -10.14 | ||||
2025-08-13 | 13F | 槐木资本顾问有限公司 | 325,825 | 0.20 | 126,733 | -10.40 | ||||
2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,075 | 116.30 | 418 | 62.02 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 1,659 | 25.87 | 645 | 12.57 | ||||
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 | 79,412 | 12.30 | 30,482 | 8.61 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 1,507 | 0.74 | 586 | -9.85 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 15,928 | 3.79 | 6,195 | -7.19 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 38,139 | 23.06 | 14,835 | 10.04 | ||||
2025-04-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 1,731 | 4.59 | 687 | 1.93 | ||||
2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 11,565 | 9.00 | 4,498 | -2.51 | ||||
2025-06-27 | NP | FQUAX - AMG FQ 多空股票基金 N 类 | 3,885 | 0.18 | 1,634 | 6.45 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 5,743 | 833.82 | 2,234 | 854.27 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 50,503 | 0.24 | 19,385 | -3.06 | ||||
2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 8,920 | 246.14 | 3,752 | 268.11 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 205,512 | 3.60 | 79,936 | -7.36 | ||||
2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 165 | 150.00 | 69 | 97.14 | ||||
2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | Short | -14,894 | -33.40 | -6,264 | -29.21 | |||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 15,841 | 1.69 | 6,662 | 8.10 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 85,118 | 70.39 | 37,023 | 100.90 | ||||
2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 1,018 | 396 | ||||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 814 | 2.26 | 317 | -8.67 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 8 | 3 | ||||||
2025-07-31 | 13F | 彼得森财富服务 | 3 | 1 | ||||||
2025-08-08 | 13F | IMA 财富公司 | 3,647 | 6.89 | 1,419 | -4.45 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 6,413,284 | 1.42 | 2,494,511 | -9.31 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 863 | 8.15 | 336 | -3.46 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 352,231 | 178.59 | 136,955 | 149.04 | ||||
2025-08-11 | 13F | 阿斯彭投资管理公司 | 1,143 | 9.06 | 0 | |||||
2025-08-08 | 13F | 维斯特科公司 | 34,174 | 148.11 | 13 | 160.00 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 21,747 | 8.10 | 8,459 | -3.34 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 51 | 13.33 | 20 | 0.00 | ||||
2025-07-11 | 13F | 平博银行公司 | 127 | 24.51 | 49 | 11.36 | ||||
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 | 69,519 | 0.42 | 29,238 | 6.74 | ||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 2,000,985 | 1.89 | 778,303 | -8.88 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 19,276 | 23.78 | 7,498 | 10.69 | ||||
2025-08-14 | 13F | Eversept 合伙人有限合伙人 | 18,962 | 20.79 | 7,375 | 8.01 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 4,359 | 6.27 | 1,695 | -4.99 | ||||
2025-07-21 | 13F | Verus 金融合作伙伴公司 | 1,667 | 0.06 | 577 | -20.85 | ||||
2025-07-15 | 13F | 退休人员方程式有限责任公司 | 4,204 | 0.89 | 1,635 | -9.77 | ||||
2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 16,200 | 42.48 | 6 | 50.00 | ||||
2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 1,856,129 | 27.75 | 721,960 | 14.24 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 1,313 | 118.47 | 511 | 95.40 | ||||
2025-08-14 | 13F | 洛斯公司 | 53,000 | 15.22 | 20,615 | 3.03 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 1,514 | 4.99 | 589 | -6.22 | ||||
2025-08-26 | NP | TSWEX - TSW 大盘价值基金顾问股票 | 1,300 | 30.00 | 506 | 16.36 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 277 | 116.41 | 0 | |||||
2025-08-11 | 13F | 信托银行 | 4,248 | 5.17 | 1,652 | -5.92 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 349 | 275.27 | 136 | 237.50 | ||||
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 | 20,200 | 60.94 | 7,857 | 43.91 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 6,804 | 53.80 | 2,959 | 81.31 | ||||
2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 1,388 | 2.21 | 483 | -18.31 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 61 | 24 | ||||||
2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 969 | 5.21 | 272 | -31.04 | ||||
2025-07-15 | 13F | 复地资本有限公司 /adv | 745 | 8.76 | 290 | -2.69 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 716 | 134.75 | 278 | 110.61 | ||||
2025-08-28 | NP | TFAFX - 战术增长配置基金 I 类 | 777 | 66.03 | 302 | 45.89 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 15,099 | 4.85 | 6,350 | 11.44 | ||||
2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 31,987 | 12,442 | ||||||
2025-08-29 | NP | ECML - 欧几里德基本价值 ETF | 5,329 | 2,073 | ||||||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 394 | 44.85 | 151 | 41.12 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 6,001 | 14.26 | 2,303 | 10.51 | ||||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 2,960 | 10.99 | 1,245 | 17.91 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 710 | 12.52 | 276 | 0.73 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 38,214 | 115.18 | 14,864 | 92.43 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 5,267 | 2.19 | 2,049 | -8.61 | ||||
2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 3,804 | 3.12 | 1,480 | -7.79 | ||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 27,000 | 126.89 | 10,502 | 102.88 | ||||
2025-08-06 | 13F | 北美 Cetera 信托公司 | 4,181 | 1.95 | 1,626 | -8.81 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 4,307 | 3.01 | 1,675 | -7.87 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 533,439 | 100.85 | 207,486 | 79.61 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 4 | 2 | ||||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 21,213 | 3.87 | 8,251 | -7.13 | ||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 618 | 240 | ||||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 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 | 68,915 | 29.74 | 26,805 | 16.02 | ||||
2025-08-14 | 13F | 贝尔维尤集团公司 | 82,053 | 104.84 | 31,915 | 83.18 | ||||
2025-08-08 | 13F | 咨询资源组 | 13,234 | 5,147 | ||||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,692 | 69.71 | 658 | 51.96 | ||||
2025-08-28 | NP | VFLO - VictoryShares 自由现金流 ETF | 229,093 | 118.10 | 89,108 | 129.96 | ||||
2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 8,365 | 1.04 | 3,254 | -9.66 | ||||
2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 85 | 3.66 | 33 | -5.71 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 6,878 | 5.98 | 2,675 | -5.21 | ||||
2025-05-13 | 13F | 亚当斯财富管理 | 1,001 | 26.07 | 434 | 48.63 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 5,831 | 171.59 | 2,268 | 143.09 | ||||
2025-08-26 | NP | PORIX - Trillium ESG 全球股票基金机构股份 | 25,520 | 28.49 | 9,926 | 14.90 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 6,318,198 | 9.03 | 2,457,526 | -2.50 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 54 | 23 | ||||||
2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 45,598 | 2.37 | 17,736 | -8.45 | ||||
2025-08-14 | 13F | 极地资本控股有限公司 | 56,774 | 1.36 | 22,083 | -9.36 | ||||
2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 191 | 10.40 | 80 | 17.65 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 221 | 13.33 | 93 | 19.48 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘核心 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 | 411 | 0.24 | 173 | 6.17 | ||||
2025-07-18 | 13F | 联合规划公司 | 604 | 235 | ||||||
2025-07-29 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 63,603 | 7.08 | 24,413 | 3.56 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 122 | 14.02 | 51 | 21.43 | ||||
2025-07-16 | 13F | 达科他财富管理 | 781 | 32.15 | 304 | 17.90 | ||||
2025-07-24 | NP | FSHCX - 医疗保健服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,102 | 44.61 | 25,756 | 39.86 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 871 | 1.28 | 339 | -9.14 | ||||
2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 26 | 11 | ||||||
2025-08-13 | 13F | 铁路养老金投资有限公司 | 66,428 | 1.06 | 25,838 | -9.63 | ||||
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 | 65,086 | 22.27 | 27,374 | 29.96 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 4 | 100.00 | 2 | |||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 6,905 | 247.86 | 2,686 | 211.12 | ||||
2025-08-11 | 13F | Trajan 财富有限责任公司 | 73,425 | 13.34 | 28,560 | 1.36 | ||||
2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 5,157 | 21.54 | 1,979 | 17.59 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 203 | 17.34 | 85 | 25.00 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 12,494 | 5.47 | 4,796 | 2.00 | ||||
2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 2,631 | 1,023 | ||||||
2025-08-05 | 13F | 桥水顾问公司 | 720 | 25.87 | 208 | -12.29 | ||||
2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 70,511 | 277.95 | 29,656 | 301.72 | ||||
2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 83,762 | 452.74 | 32,580 | 383.96 | ||||
2025-08-26 | NP | EHLS - 均势多空 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 63,739 | 1.64 | 24,792 | -9.11 | ||||
2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 46 | 18 | ||||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 802 | 22.26 | 312 | 9.12 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 16,180 | 49.26 | 6,293 | 33.50 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 709 | 20.78 | 276 | 7.84 | ||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,399 | 4.40 | 537 | 0.94 | ||||
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 | 31,788 | 17.85 | 12,202 | 13.97 | ||||
2025-07-24 | 13F | 拉米雷斯资产管理公司 | 3,649 | 787.83 | 1,419 | 697.19 | ||||
2025-08-28 | NP | 北极光基金信托 - BTS 增强型股票收益基金 - I 类 | 382 | 14.37 | 149 | 2.07 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 18,346 | 2.49 | 7,136 | -8.35 | ||||
2025-08-15 | 13F | FSB Premier 财富管理公司 | 3,933 | 15.61 | 1,530 | 3.38 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 123,248 | 0.76 | 47,308 | -2.55 | ||||
2025-07-18 | 13F | 九十一英国有限公司 | 381,652 | 0.09 | 148,447 | -10.50 | ||||
2025-08-06 | 13F | 南州公司 | 37,359 | 0.59 | 14,531 | -10.05 | ||||
2025-07-29 | NP | BPGIX - Boston Partners 全球股票基金机构级 | 2,528 | 31.12 | 970 | 26.80 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 143,013 | 1,364.55 | 55,626 | 1,209.77 | ||||
2025-08-14 | 13F | 莱克伍德资本管理有限公司 | 202,150 | 6.31 | 78,628 | -4.93 | ||||
2025-05-23 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 141 | 8.46 | 61 | 29.79 | ||||
2025-07-22 | 13F | Eads & Heald 财富管理 | 841 | 0 | ||||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 84,396 | 32.35 | 32,818 | 18.32 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 3,925 | 3.89 | 1,527 | -7.12 | ||||
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 | 105,979 | 1.34 | 44,573 | 7.71 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:B1 系列 | 361 | 140 | ||||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 156 | 61 | ||||||
2025-07-14 | 13F | 金州股权合伙人 | 1,226 | 20.43 | 477 | 7.69 | ||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,409 | 11.65 | 613 | 31.61 | ||||
2025-06-26 | NP | USISX - 收益股票基金份额 | 27,019 | 5.46 | 11,364 | 12.09 | ||||
2025-08-14 | 13F | 安盛公司 | 95,281 | 83.77 | 37,060 | 64.34 | ||||
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 | 17,391 | 2.77 | 6,675 | -0.61 | ||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 53,735 | 0.33 | 20,626 | -2.97 | ||||
2025-08-15 | 13F | 摩根士丹利 | 3,039,465 | 2.23 | 1,182,232 | -8.58 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 8,016 | 4.17 | 3,118 | -6.87 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 316,351 | 1.93 | 123,048 | -8.85 | ||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 10,045 | 255.95 | 3,907 | 218.42 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 19,752 | 9.38 | 7,683 | -2.19 | ||||
2025-07-25 | 13F | Pzena 投资管理有限公司 | 217,276 | 8.11 | 84,512 | -3.33 | ||||
2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,414 | 82.69 | 550 | 63.20 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 3,342 | 6.70 | 1,283 | 3.14 | ||||
2025-07-21 | 13F | ZWJ投资顾问公司 | 124,131 | 1.06 | 48,282 | -9.63 | ||||
2025-08-14 | 13F | FIL有限公司 | 461,223 | 3.80 | 179,397 | -7.18 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,364 | 1.72 | 531 | -9.09 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,095 | 37.92 | 804 | 33.55 | ||||
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 | 430,022 | 0.62 | 165,060 | -2.69 | ||||
2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 20,788 | 4.80 | 8,086 | -6.28 | ||||
2025-06-30 | NP | GGHCX - 景顺医疗保健基金A级 | 32,528 | 96.54 | 13,681 | 103.72 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 4,505 | 123.57 | 1,752 | 100.00 | ||||
2025-08-12 | 13F | 马里波财富管理有限公司 | 662 | 21.25 | 258 | 8.44 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,090 | 3.61 | 424 | -7.44 | ||||
2025-08-11 | 13F | 塞泽特资本合伙公司 | 133,853 | 0.06 | 52,063 | -10.52 | ||||
2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 13 | 5 | ||||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 25,066 | 10,542 | ||||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 712 | 2.45 | 277 | -8.61 | ||||
2025-08-27 | NP | CSBIX - 克伦威尔可持续平衡基金机构类 | 448 | 174 | ||||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 380,441 | 234.28 | 147,976 | 198.93 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 5,566 | 62.65 | 2,165 | 45.43 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 34,930 | 567.37 | 13,586 | 496.92 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 5 | 2 | ||||||
2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 1,282 | 539 | ||||||
2025-08-29 | NP | BVALX - Brown Advisory - Beutel Goodman 大盘价值基金机构股 | 144,110 | 56,053 | ||||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 302,659 | 998.06 | 117,722 | 882.00 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 2,931 | 7.09 | 1,140 | -4.20 | ||||
2025-03-27 | NP | 克拉夫全球股息和收益基金 | 4,900 | 1,939 | ||||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 45,405 | 21.13 | 17,682 | 8.33 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 186,754 | 5,204.00 | 73 | 7,100.00 | ||||
2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 4,522 | 159.59 | 1,759 | 105.61 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 1,833,099 | 2.09 | 713,002 | -8.71 | ||||
2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 1,379 | 23.02 | 600 | 45.04 | ||||
2025-07-09 | 13F | 捷克国家银行 | 55,226 | 3.67 | 21,481 | -7.29 | ||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 75 | 29 | ||||||
2025-08-13 | 13F | 资本基金管理公司 | 40,026 | 15,569 | ||||||
2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 386 | 1.31 | 150 | -9.09 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 1,048 | 8.94 | 408 | -2.63 | ||||
2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 2,290 | 2.32 | 891 | -8.53 | ||||
2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 2,326 | 66.38 | 1,012 | 96.31 | ||||
2025-08-12 | 13F | 迪恩投资有限公司 | 756 | 19.81 | 294 | 7.30 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 29 | 11 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 11,260 | 36.22 | 4,380 | 21.81 | ||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 2,053,656 | 21.83 | 863,727 | 29.49 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 735 | 3.96 | 286 | -7.17 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 158,790 | 1.67 | 61,763 | -9.09 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 3,833 | 68.34 | 1,085 | 9.60 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 15,557 | 41.53 | 6,051 | 26.56 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 729 | 1.39 | 284 | -9.29 | ||||
2025-08-14 | 13F | Punch & Associates 投资管理公司 | 23,163 | 4.18 | 9,010 | -6.84 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,397 | 67.82 | 1,710 | 50.13 | ||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 308,786 | 1.07 | 129,869 | 7.42 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 356 | 155 | ||||||
2025-06-26 | NP | JHAC - 约翰汉考克基本全盘核心 ETF | 191 | 45.80 | 80 | 56.86 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 6,260 | 2.96 | 2,435 | -7.94 | ||||
2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 53,709 | 1.23 | 22,589 | 7.59 | ||||
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 | 4,462 | 7.44 | 1,877 | 14.18 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 340,400 | 17.87 | 132,402 | 5.40 | |||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 138,874 | 37.34 | 54,016 | 22.81 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,143 | 445 | ||||||
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 | 9 | 12.50 | 4 | 0.00 | ||||
2025-08-04 | 13F | 资产标记公司 | 67,697 | 62.09 | 26,332 | 44.95 | ||||
2025-07-21 | 13F/A | 算盘规划集团有限公司 | 979 | 14.64 | 381 | 2.43 | ||||
2025-07-28 | NP | VAPPX - 资本增值基金 | 2,309 | 886 | ||||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 48,702 | 18,943 | ||||||
2025-08-08 | 13F | 贝拉德公司 | 3,214 | 79.25 | 1,250 | 60.46 | ||||
2025-08-14 | 13F | 泛美金融顾问公司 | 616 | 43.93 | 239 | |||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,781 | 693 | ||||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,141 | 2.15 | 444 | -8.85 | ||||
2025-08-11 | 13F | 展望财富顾问有限责任公司 | 1,680 | 0.30 | 653 | -10.30 | ||||
2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 2,809 | 20.82 | 1,093 | 8.01 | ||||
2025-07-24 | 13F | 支付宝证券公司 | 4 | 33.33 | 2 | 0.00 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 22,440 | 9 | ||||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 5,890 | 4.77 | 2,477 | 11.38 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 41,821 | 0.21 | 16,267 | -10.39 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,873 | 18.02 | 729 | 5.51 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 65 | 282.35 | 27 | 200.00 | ||||
2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 33,521 | 2.19 | 14,098 | 8.61 | ||||
2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 416 | 31.65 | 160 | 27.20 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 361,795 | 0.34 | 140,724 | -10.27 | ||||
2025-08-11 | 13F | 综合量化投资有限责任公司 | 4,047 | 1,574 | ||||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 3,532 | 1.99 | 1,374 | -8.76 | ||||
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 | 66,525 | 2.07 | 27,979 | 8.49 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 6,963 | 5.52 | 2,708 | -5.64 | ||||
2025-07-17 | 13F | 宝盛财富管理 | 999 | 84.32 | 389 | 65.11 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 10,504 | 5.36 | 4,086 | -5.79 | ||||
2025-08-14 | 13F | 西特投资联营公司 | 4,675 | 2 | ||||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 5 | 2 | ||||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 53,998 | 0.42 | 21 | -8.70 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 77,244 | 30,045 | ||||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 6,336 | 57.57 | 2,464 | 40.96 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 36 | 16.13 | 14 | 7.69 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 1,164 | 0 | ||||||
2025-08-28 | NP | XHS - SPDR(R) S&P(R) 医疗保健服务 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 | 4,290 | 6.50 | 1,669 | -4.79 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | 3,281 | 2.21 | 1,276 | -8.60 | ||||
2025-07-30 | 13F | Greatmark 投资伙伴公司 | 28,650 | 9.85 | 11,144 | -1.77 | ||||
2025-08-11 | 13F | 洛布罗肯布罗公司 | 26,803 | 2.49 | 10,425 | -8.35 | ||||
2025-05-30 | NP | STXD - Strive 1000 股息增长 ETF | 763 | 3.81 | 332 | 14.14 | ||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 1,701 | 6.11 | 653 | 2.52 | ||||
2025-08-29 | NP | QVAL - Alpha Architect 美国量化价值 ETF | 19,088 | 7,424 | ||||||
2025-08-29 | NP | OAKMX - Oakmark 基金投资者类别 | 1,072,000 | 6.56 | 416,965 | -4.71 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 32,056 | 6.66 | 12,469 | -4.62 | ||||
2025-06-26 | NP | ARDEX - AMG River Road Dividend All Cap Value Fund N 类股票 | 1,306 | 47.90 | 549 | 57.31 | ||||
2025-06-30 | NP | AIM 行业基金(INVESCO 行业基金)- Invesco Oppenheimer Value Fund C 类 | 65,669 | 14.49 | 27,619 | 21.69 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 205,658 | 15.60 | 79,993 | 3.37 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 81,152 | 734.12 | 31,565 | 646.02 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 13,204 | 587.71 | 5,035 | 506.63 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 1,328 | 559 | ||||||
2025-08-29 | NP | BAFE-布朗咨询灵活股票ETF | 51,120 | 14.41 | 19,884 | 2.31 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 139,220 | 0.36 | 54 | -10.00 | ||||
2025-08-12 | 13F | 创始者有限公司 | 1,195 | 465 | ||||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 25,500 | 142.86 | 9,918 | 117.17 | |||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 5,049 | 2.91 | 1,964 | -7.97 | ||||
2025-05-29 | NP | JNL 系列信托 - JNL/Harris Oakmark 全球股票基金 (A) | 15,609 | 4.76 | 6,789 | 23.53 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 47,700 | 57.95 | 18,553 | 41.25 | |||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 1,295 | 4.10 | 504 | -7.02 | ||||
2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 3,780 | 1,470 | ||||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 589 | 11.34 | 229 | 0.00 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,409 | 4.19 | 1,434 | 10.74 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,111 | 23.03 | 467 | 30.81 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 1,146 | 79.91 | 446 | 60.65 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 622 | 6.69 | 242 | -4.74 | ||||
2025-07-29 | NP | VGYAX - 先锋全球韦尔斯利收入基金海军上将股票 | 10,376 | 10.43 | 3,983 | 6.78 | ||||
2025-08-29 | NP | BASV - 布朗咨询可持续价值ETF | 7,228 | 2,811 | ||||||
2025-07-15 | 13F | DSG资本顾问有限公司 | 4,019 | 0.35 | 1,563 | -10.28 | ||||
2025-08-08 | 13F | 汤普森戴维斯公司 | 754 | 293 | ||||||
2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 120,645 | 1.97 | 46,926 | -8.82 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 800 | 311 | |||||
2025-08-13 | 13F | 百达资产管理控股公司 | 184,001 | 34.13 | 71,564 | 19.94 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 29,344 | 11,414 | ||||||
2025-05-22 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 2,350 | 15.20 | 1,022 | 35.90 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 4,784 | 5.82 | 1,861 | -5.39 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 15,350 | 47.23 | 6 | 25.00 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 28,450 | 1.70 | 11,066 | -9.06 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 105,101 | 8.99 | 40,342 | 5.41 | ||||
2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 19,137 | 25.02 | 7,444 | 11.81 | ||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -2,445 | -45.79 | -1,028 | -42.38 | |||
2025-06-26 | NP | SRHQ - SRH 美国质量 ETF | 6,143 | 26.84 | 2,584 | 34.81 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 2,273 | 171.57 | 884 | 143.53 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 60,612 | 7.49 | 25,492 | 14.26 | ||||
2025-07-22 | 13F | 萨瓦信息公司 | 12,900 | 5.74 | 5,018 | -5.45 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 23,057 | 206.53 | 8,796 | 170.73 | ||||
2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 7,439 | 7.92 | 2,894 | -3.50 | ||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 6,000 | 2,288 | ||||||
2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 3,500 | 1,361 | ||||||
2025-07-10 | 13F | 科扎克联合公司 | 359 | 0.28 | 124 | -21.02 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 34,356 | 1.37 | 13,363 | -9.35 | ||||
2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 38 | 11.76 | 16 | 15.38 | ||||
2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 108,208 | 70.56 | 42,089 | 52.52 | ||||
2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,074 | 418 | ||||||
2025-08-19 | 13F | 怀俄明州 | 327 | 127 | ||||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 33,536 | 19.62 | 13,044 | 6.97 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 2,189 | 0.92 | 851 | -9.76 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 842 | 20.80 | 292 | -3.63 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 1 | 0 | ||||||
2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 683,484 | 7.44 | 265,848 | -3.92 | ||||
2025-08-07 | 13F | 中西部信托公司 | 1,611 | 627 | ||||||
2025-08-29 | NP | Harris Oakmark ETF Trust - Oakmark 美国大盘股 ETF | 24,910 | 203.71 | 9,689 | 171.60 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 23 | 360.00 | 9 | 300.00 | ||||
2025-08-14 | 13F | 中华金融公司 | 27,000 | 17.39 | 10,502 | 4.97 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 1,527 | 211.00 | 594 | 178.40 | ||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 1,647 | 15.50 | 641 | 3.23 | ||||
2025-08-12 | 13F | 银色信托公司 | 18,480 | 14.65 | 7,188 | 2.51 | ||||
2025-07-24 | 13F | PDS 规划公司 | 2,423 | 20.61 | 942 | 7.90 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 40,228 | 9.40 | 15,647 | -2.17 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 707 | 4.90 | 245 | -17.57 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 64,732 | 3,586.33 | 25,178 | 3,199.87 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 900 | 7.02 | 350 | -4.11 | ||||
2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 1,720 | 6.30 | 669 | -4.84 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 3,900 | 1,517 | |||||
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 | 245,297 | 0.15 | 95,411 | -10.44 | ||||
2025-08-26 | NP | GVEYX - 机构价值股票基金 | 19,497 | 0.88 | 7,584 | -9.79 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 132,393 | 11.29 | 51,496 | -0.48 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 4,219 | 0.64 | 1,641 | 0.00 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,832 | 504.62 | 713 | 443.51 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 29,532 | 85.95 | 11,487 | 66.27 | ||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 17,105 | 30.60 | 6,653 | 16.80 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 15,615 | 6,074 | ||||||
2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,624 | 13.25 | 1,021 | 1.29 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 610 | 2.18 | 237 | -8.49 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 680 | 11.48 | 264 | -0.38 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 8,034 | 11.32 | 3,125 | -0.48 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 14,162 | 14.26 | 5,508 | 2.19 | ||||
2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,154 | 9.07 | 485 | 16.03 | ||||
2025-08-11 | 13F | 其他财富有限责任公司 | 543 | 211 | ||||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 385 | 162 | ||||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 5,156 | 354.67 | 2,005 | 306.69 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 466 | 35.47 | 181 | 21.48 | ||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,264 | 49.06 | 492 | 33.42 | ||||
2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,130 | 2.84 | 2,773 | -8.03 | ||||
2025-08-27 | NP | APHNX - Artisan Select 股票基金机构股票 | 8,489 | 9.10 | 3,302 | -2.45 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 39,120 | 3.45 | 15,215 | -7.49 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 72 | 7.46 | 28 | -3.45 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 1,565 | 20.11 | 609 | 7.99 | ||||
2025-08-04 | 13F | 双城私人财富有限责任公司 | 4,906 | 23.33 | 1,908 | 10.29 | ||||
2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 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 | 101,301 | 39,402 | ||||||
2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 641 | 3.89 | 279 | 22.47 | ||||
2025-08-07 | 13F | 鼎石金融服务 | 1,739 | 17.58 | 676 | 5.13 | ||||
2025-06-26 | NP | CABDX - AB 相对价值基金公司 A 类 | 111,781 | 47.04 | 47,013 | 56.28 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 63,353 | 129.82 | 22,037 | 83.79 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,659 | 25.87 | 645 | 12.57 | ||||
2025-08-05 | 13F | HFG 顾问公司 | 649 | 0.31 | 253 | -10.32 | ||||
2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64 | 6.67 | 25 | 4.35 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 5,507 | 14.90 | 2,142 | 2.74 | ||||
2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 30,190 | 2.65 | 11,743 | -8.21 | ||||
2025-08-11 | 13F | 铜叶资本有限责任公司 | 3,962 | 2.32 | 1,541 | -8.49 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 11,057 | 37.76 | 4,301 | 23.21 | ||||
2025-07-29 | 13F | 港口资产规划有限公司 | 276 | 107 | ||||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 21,004 | 38,796.30 | 0 | -100.00 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 48,049 | 0.57 | 19 | -10.00 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 317,054 | 1.04 | 123,321 | -9.64 | ||||
2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 789 | 2.60 | 307 | -8.38 | ||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 609 | 237 | ||||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 1,443 | 0.07 | 561 | -10.53 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 17 | 41.67 | 7 | 50.00 | ||||
2025-08-07 | 13F | 商业银行 | 187,832 | 2.66 | 73,059 | -8.19 | ||||
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 | 113 | 2,725.00 | 48 | 4,600.00 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 25,878 | 12.90 | 10,066 | 0.95 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 8,368 | 8.27 | 3,255 | -3.18 | ||||
2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 52,794 | 49.83 | 20,535 | 33.98 | ||||
2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 18 | 5.88 | 8 | 16.67 | ||||
2025-07-22 | 13F | 智者投资顾问有限公司 | 847 | 6.94 | 329 | -4.36 | ||||
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 | 81,119 | 18.91 | 31,552 | 6.34 | ||||
2025-07-24 | NP | SHSSX - 贝莱德健康科学机会投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 279,607 | 43.00 | 107,324 | 38.30 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 21,845 | 4.07 | 8,497 | -6.94 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 264,958 | 0.19 | 103,058 | -10.40 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 729 | 284 | ||||||
2025-08-19 | 13F | 开普投资咨询公司 | 3,957 | 4.30 | 1,539 | -6.73 | ||||
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 | Short | -4,400 | -73 | |||||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 604 | 235 | ||||||
2025-04-03 | 13F | 第一夏威夷银行 | 5,309 | 11.21 | 2,309 | 31.12 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 30,402 | 27.74 | 11,825 | 14.24 | ||||
2025-08-06 | 13F | 科技银行/pa | 2 | 1 | ||||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 2,938 | 2.87 | 1,143 | -8.05 | ||||
2025-08-13 | 13F | 阿尔法家族信托 | 615 | 239 | ||||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 15,934 | 9.31 | 6,305 | -18.70 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 26,404 | 0.67 | 10,270 | -9.98 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 32 | 14.29 | 12 | 0.00 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 3,933 | 6.07 | 1,530 | 11.77 | ||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,117 | 4.88 | 470 | 11.40 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 2,648 | 28.98 | 1,030 | 15.36 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 15,750 | 14.90 | 6,126 | 2.75 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 1,842 | 3.43 | 716 | -7.49 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 65,945 | 6.93 | 25,650 | -4.38 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 578 | 225 | ||||||
2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 1,968 | 211.39 | 765 | 179.20 | ||||
2025-08-14 | 13F | 永久资本有限合伙人 | 1,814 | 29.02 | 706 | 15.38 | ||||
2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 180,729 | 455.59 | 70,296 | 386.41 | ||||
2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 9,772 | 2.39 | 3,801 | -8.46 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 604 | 100.66 | 235 | 80.00 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 10,299 | 5.17 | 4,006 | -5.94 | ||||
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 | 312,244 | 9.06 | 121,450 | -2.48 | ||||
2025-07-22 | 13F | 遗产信托 | 5,207 | 0.19 | 2,025 | -10.40 | ||||
2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 194,029 | 9.04 | 75,470 | -2.49 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 872 | 1.28 | 339 | -9.36 | ||||
2025-07-15 | 13F | 高地投资管理有限公司 | 242,842 | 9.37 | 94,456 | -2.19 | ||||
2025-08-11 | 13F | Martingale 资产管理公司 | 44,400 | 128.75 | 17,270 | 104.56 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 99,799 | 17.42 | 38,818 | 5.00 | ||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 1,273 | 6.88 | 495 | -4.44 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 55 | 22 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 1,820 | 2.48 | 708 | -8.42 | ||||
2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 6,481 | 384.02 | 2,488 | 368.36 | ||||
2025-08-27 | NP | GBVCX - 胜利先锋全球价值基金C类 | 89 | 35 | ||||||
2025-08-13 | 13F | 资本国际公司/ca/ | 78,728 | 44.32 | 30,622 | 29.06 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 9,799 | 1.87 | 4,121 | 8.28 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 6,986 | 7.21 | 2,717 | -4.13 | ||||
2025-08-13 | 13F/A | StoneX集团公司 | 1,736 | 44.91 | 903 | 38.98 | ||||
2025-08-14 | 13F | 德肖公司 | 649,004 | 170.11 | 252,437 | 141.54 | ||||
2025-07-24 | 13F | 洞察投资有限责任公司 | 2,568 | 0.04 | 999 | -10.57 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 778 | 1.83 | 303 | -9.04 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 2,100 | 817 | ||||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 92,217 | 12.26 | 35,778 | 0.23 | ||||
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 | 110,384 | 0.02 | 46,425 | 6.31 | ||||
2025-07-30 | 13F | 平行顾问有限责任公司 | 6,143 | 26.84 | 2,389 | 13.44 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 3,591 | 2.02 | 1,397 | -8.82 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 241,800 | 56.30 | 94,051 | 39.77 | |||
2025-03-27 | NP | 克拉夫全球股票基金 | 9,200 | 28.04 | 3,640 | -4.76 | ||||
2025-08-14 | 13F | Perbak 资本合伙公司 | 3,549 | 1,380 | ||||||
2025-05-27 | NP | GEIZX - 成长股票指数基金投资者 | 567 | 13.17 | 247 | 33.70 | ||||
2025-08-13 | 13F | 首都国际有限公司 | 1,978 | 5.49 | 769 | -5.64 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 16,585 | 88.62 | 6,451 | 68.67 | ||||
2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 7,739 | 8.71 | 3,255 | 15.55 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 35 | 6.06 | 14 | -7.14 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 381,000 | 21.57 | 148,194 | 8.71 | |||
2025-07-14 | 13F | 托特金融咨询公司 | 7,150 | 44.27 | 2,781 | 29.05 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,653 | 17.61 | 1,402 | 13.80 | ||||
2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 127,435 | 0.44 | 48,915 | -30.77 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 4,863 | 14.34 | 1,892 | 2.27 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 825 | 321 | ||||||
2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 2,059 | 11.54 | 790 | 7.92 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 3,154 | 1,227 | ||||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 2,187 | 19.84 | 851 | 7.19 | ||||
2025-08-26 | NP | TMED - T. Rowe Price 医疗保健 ETF | 541 | 210 | ||||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 1,386 | 539 | ||||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 9,599 | 0.91 | 3,734 | -9.77 | ||||
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 | 4,924 | 54.60 | 1,915 | 38.27 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 10,764 | 4,187 | ||||||
2025-07-17 | 13F | 非凡美分投资有限责任公司 | 4,160 | 12.58 | 1,618 | 0.68 | ||||
2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 571,117 | 188.77 | 240,200 | 206.93 | ||||
2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 3,697 | 27.44 | 1,438 | 13.96 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 30,780 | 406.75 | 11,972 | 353.31 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 3,999 | 0.68 | 1,555 | -9.96 | ||||
2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 3,561 | 1,498 | ||||||
2025-08-15 | 13F | 公平控股公司 | 618 | 240 | ||||||
2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 2,817 | 1.66 | 1,185 | -19.13 | ||||
2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | Short | -662 | -53.31 | -257 | -58.28 | |||
2025-08-08 | 13F | 尼克松皮博迪信托公司 | 21,901 | 0.44 | 8,519 | -10.19 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 24,806 | 16.81 | 9,649 | 4.45 | ||||
2025-08-08 | 13F | 布罗根金融公司 | 1,677 | 0.42 | 652 | -10.19 | ||||
2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 2,292 | 891 | ||||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,502 | 71.07 | 584 | 53.28 | ||||
2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 148 | 68.18 | 62 | 34.78 | ||||
2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 526 | 204 | ||||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 4,559 | 1.06 | 1,773 | -9.63 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 40 | 16 | ||||||
2025-07-23 | 13F | 北方财务顾问公司 | 2,031 | 34.50 | 790 | 20.27 | ||||
2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 3,747 | 15.40 | 1,438 | 11.65 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 14,349 | 5,581 | ||||||
2025-08-12 | 13F | Ci投资公司 | 26,387 | 44.98 | 10 | 42.86 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 2,370 | 17.04 | 685 | -19.79 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 9,816 | 37.15 | 3,818 | 22.65 | ||||
2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 2,876 | 4.58 | 1,119 | -6.52 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 2,987 | 1,162 | ||||||
2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 1,450 | 557 | ||||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 24 | 118.18 | 9 | -10.00 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 53,505 | 146.53 | 20,811 | 120.48 | ||||
2025-07-24 | 13F | 财务安全顾问公司 | 2,226 | 0.18 | 866 | -10.46 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 17 | 6.25 | 7 | 0.00 | ||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 56 | 3.70 | 22 | -8.70 | ||||
2025-07-08 | 13F | 利夫斯伯格财务咨询 | 301 | 117 | ||||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 18,159 | 1.46 | 7 | 0.00 | ||||
2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 249 | 68.24 | 97 | 50.00 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 81,212 | 73.86 | 32 | 55.00 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 31,360 | 29.26 | 12,198 | 15.58 | ||||
2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,579 | 21.49 | 1,926 | 29.11 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 19 | 1,800.00 | 7 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,656 | 80.19 | 1,033 | 61.15 | ||||
2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 735 | 0.82 | 286 | -9.81 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 85,678 | 4.01 | 33,325 | -6.99 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 5,015 | 6.23 | 1,950 | -5.02 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 34,999 | 47.18 | 13,613 | 31.62 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian Growth & Income VIP 基金 | 5,694 | 23.89 | 2,215 | 10.76 | ||||
2025-07-23 | 13F | 西区顾问有限责任公司 | 10 | 11.11 | 4 | 0.00 | ||||
2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 8,115 | 34.33 | 3,413 | 42.80 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 5,127 | 1,994 | ||||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 891 | 99.33 | 375 | 112.50 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 235 | 21.76 | 78 | 0.00 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 3,925 | 0.69 | 1,527 | -9.97 | ||||
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 | 57,287 | 1.49 | 24,094 | 7.87 | ||||
2025-08-12 | 13F | 认可财富管理有限责任公司 | 57 | 22 | ||||||
2025-08-11 | 13F | 先锋集团公司 | 22,856,898 | 3.18 | 8,890,419 | -7.73 | ||||
2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 5,537 | 20.26 | 2,154 | 7.54 | ||||
2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 12,506 | 5.06 | 4,864 | -6.05 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 50 | 19 | ||||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 3,006 | 2.28 | 1,169 | -8.53 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 5,007 | 21.94 | 1,948 | 9.08 | ||||
2025-05-22 | NP | AQRNX - AQR N 类多资产基金 | 1,874 | 1,086.08 | 815 | 893.90 | ||||
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 | 5,160 | 5.89 | 2,007 | -5.29 | ||||
2025-04-28 | NP | BLES - 激励全球希望 ETF | 818 | 55.22 | 325 | 51.40 | ||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 13 | 62.50 | 0 | |||||
2025-08-14 | 13F | 魁北克储蓄银行 | 346,367 | 21.50 | 134,723 | 8.65 | ||||
2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 5,960 | 2.78 | 2,318 | -8.09 | ||||
2025-08-12 | 13F | 托克维尔资产管理公司 | 3,141 | 15.65 | 1,222 | 3.39 | ||||
2025-08-08 | 13F | denkapparat Operations GmbH | 1,564 | 608 | ||||||
2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 35,562 | 17.41 | 13,650 | 13.56 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 67,300 | 123.59 | 26,177 | 99.95 | |||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 28,300 | 56.35 | 11,008 | 39.82 | |||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 237 | 11.79 | 92 | 0.00 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 876 | 6.57 | 341 | -4.76 | ||||
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 | 6,175 | 0.70 | 2,370 | -2.59 | ||||
2025-06-26 | NP | AWEIX - CIBC Atlas 纪律股票基金机构类别股票 | 50,135 | 74.13 | 21,086 | 85.09 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,541 | 8.16 | 1,359 | 4.62 | ||||
2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 9,137 | 20.75 | 4 | 0.00 | ||||
2025-08-14 | 13F | 奥比斯艾伦格雷有限公司 | 2,855,850 | 0.23 | 1,110,811 | -10.37 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 198 | 28.57 | 83 | 38.33 | ||||
2025-08-14 | 13F | 车床资本有限公司 | Put | 93,900 | 36,523 | |||||
2025-08-14 | 13F | 车床资本有限公司 | 10,000 | 3,890 | ||||||
2025-08-14 | 13F | 马林银行 | 2,244 | 48.71 | 873 | 32.93 | ||||
2025-08-14 | 13F | 车床资本有限公司 | Call | 78,000 | 30,339 | |||||
2025-08-29 | NP | BISVX - Brown Advisory 可持续价值基金投资者股票 | 9,003 | 3.66 | 3,502 | -7.31 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 14,155 | 6.41 | 5,506 | -4.84 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 180 | 70 | ||||||
2025-03-31 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,095 | 8.08 | 2,016 | 5.44 | ||||
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 | 14,293 | 61.23 | 6,011 | 71.40 | ||||
2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 1,768 | 14.43 | 688 | 2.23 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 28,385 | 2.14 | 11,041 | -8.67 | ||||
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 | 2,478 | 25.09 | 1,042 | 33.08 | ||||
2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 1,288 | 0.08 | 501 | -10.55 | ||||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 2 | 1 | ||||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 21,981 | 13.45 | 8,549 | 1.45 | ||||
2025-08-14 | 13F | 范登伯格管理公司 | 18,470 | 7.33 | 7,184 | -4.02 | ||||
2025-08-01 | 13F | SwitchPoint 财务规划有限责任公司 | 704 | 1.29 | 274 | -9.60 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 100,109 | 144 | ||||||
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 | 16,054 | 6.83 | 6,752 | 13.54 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 3,742 | 1,455 | ||||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 502,854 | 3.96 | 195,590 | -7.03 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | 14,523 | 1.93 | 5,649 | -8.84 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 1,716 | 11.43 | 667 | -0.30 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON AB 相对价值投资组合 | 6,703 | 28.90 | 2,607 | 15.30 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 492 | 214 | ||||||
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 | 132,870 | 0.44 | 51,001 | -2.86 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 6,380 | 18.35 | 2,775 | 39.52 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 193,453 | 1.23 | 75 | -9.64 | ||||
2025-07-31 | 13F | 忠利投资基金公司 | 700 | 16.67 | 272 | 4.62 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 188 | 35.25 | 79 | 43.64 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 4 | 2 | ||||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 1,194 | 0.51 | 464 | -10.08 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 16,947 | 5.94 | 6,592 | -5.26 | ||||
2025-08-13 | 13F | 钱宁资本管理有限公司 | 27,188 | 10.38 | 10,575 | -1.29 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 12 | 33.33 | 5 | 33.33 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 1,592 | 9.27 | 619 | -2.21 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 8,269 | 8.15 | 3,174 | 4.58 | ||||
2025-08-22 | NP | 基石战略价值基金公司 | 17,100 | 96.55 | 6,651 | 75.77 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 558 | 1.82 | 217 | -8.82 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 88,429 | 440.68 | 34,395 | 383.55 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 920 | 22.99 | 358 | 9.85 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 6,789 | 28.70 | 2,606 | 24.46 | ||||
2025-07-10 | 13F | 瑞典银行 | 351,635 | 12.11 | 136,772 | 0.25 | ||||
2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 844 | 328 | ||||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 222 | 31.36 | 85 | 26.87 | ||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 1,146 | 440 | ||||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 1,331 | 15.24 | 518 | 3.19 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | -378 | 120.47 | ||||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -59 | -23 | |||||
2025-08-06 | 13F | 融合金融有限公司 | 1,934 | 11.92 | 752 | 0.13 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 566 | 220 | ||||||
2025-07-10 | 13F | 专业财务顾问有限责任公司 | 3,840 | 1.69 | 1,494 | -9.07 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 18,998 | 59.96 | 7,389 | 43.03 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 62,527 | 24.13 | 24,321 | 11.00 | ||||
2025-08-15 | 13F | 查普曼金融集团有限公司 | 2,081 | 13.90 | 809 | 20.21 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 983 | 75.54 | 382 | 57.20 | ||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 19,432 | 7,558 | ||||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 47,331 | 45.04 | 18,410 | 29.70 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 7,360 | 5.26 | 2,863 | -5.89 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 3,064 | 30.61 | 2 | 0.00 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 525 | 13.64 | 204 | 2.00 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 110 | 43 | ||||||
2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 22 | 9 | ||||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 1,019 | 2.93 | 396 | -7.91 | ||||
2025-08-14 | 13F | 核心第一银行与信托 | 12 | 5 | ||||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 1,268 | 468 | ||||||
2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 560 | 1.45 | 236 | 7.80 | ||||
2025-08-27 | NP | ARTGX - Artisan 全球价值基金投资者股票 | 311,464 | 12.58 | 121,147 | 0.67 | ||||
2025-08-07 | 13F | 中央信托公司 | 1,728 | 2.73 | 672 | -8.07 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 5 | 2 | ||||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 517 | 201 | ||||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 23,547 | 2,836.03 | 9,159 | 2,531.61 | ||||
2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 43 | 16.22 | 19 | 38.46 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 151,724 | 15.67 | 59,014 | -4.06 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 3,223 | 3.53 | 1,254 | -7.46 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 1,087 | 66.46 | 423 | 48.59 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 153 | 15.04 | 64 | 23.08 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 3,452 | 17.26 | 1,343 | 4.84 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,804,545 | 1.23 | 701,896 | -9.48 | ||||
2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 4,772 | 39.29 | 2,007 | 48.12 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 10,340 | 4 | ||||||
2025-08-14 | 13F | EP 财富顾问公司 | 4,667 | 33.04 | 1,815 | 18.94 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 91,957 | 6.17 | 35,766 | -5.06 | ||||
2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 4,675 | 1,818 | ||||||
2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 926 | 18.11 | 360 | 5.57 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 36,247 | 3.65 | 14,102 | -7.28 | ||||
2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,065 | 90.86 | 448 | 103.18 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 40,009 | 5.69 | 15,562 | -4.91 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 1,683 | 655 | ||||||
2025-08-14 | 13F | 多伦多道明银行 | 102,962 | 17.89 | 40,054 | 5.44 | ||||
2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 23,524 | 16.19 | 9,150 | 3.90 | ||||
2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 2,216 | 32.93 | 862 | 18.76 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 18,526 | 0.58 | 7,206 | -10.06 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 38,324 | 1.35 | 14,710 | -1.98 | ||||
2025-07-15 | 13F | 修订者财富管理有限责任公司 | 755 | 261 | ||||||
2025-08-12 | 13F | 瑞士国家银行 | 685,300 | 4.75 | 266,554 | -6.32 | ||||
2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 929 | 24.70 | 343 | 5.56 | ||||
2025-07-17 | 13F | 生成投资管理有限公司 | 98,052 | 164.37 | 38,138 | 136.41 | ||||
2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 146,893 | 34.48 | 57,136 | 20.26 | ||||
2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 442 | 2.79 | 186 | 8.82 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | Call | 48,300 | 1.47 | 18,787 | -9.26 | |||
2025-05-15 | 13F | 乐天投资管理公司 | 21,198 | 61.21 | 9,158 | 32.92 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 7,818 | 2.63 | 3,041 | -8.24 | ||||
2025-08-01 | 13F | 华侨银行 | 1,532 | 114.57 | 572 | 84.19 | ||||
2025-08-04 | 13F | 西弗森斯特雷格公司 | 893 | 347 | ||||||
2025-08-13 | 13F | 西北互助财富管理公司 | 158,136 | 5.63 | 61,509 | -5.54 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 14 | 75.00 | 5 | 66.67 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 33,564 | 69.86 | 13,055 | 51.91 | ||||
2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 881 | 34.50 | 343 | 20.42 | ||||
2025-07-30 | 13F | 中美财富咨询集团有限公司 | 35 | 14 | ||||||
2025-08-15 | 13F/A | 交响金融有限公司 | 2,631 | 256 | ||||||
2025-08-12 | 13F | 美国世纪公司 | 97,930 | 11.99 | 38,091 | 0.15 | ||||
2025-08-26 | NP | AUXAX - 奥克斯焦点基金A股 | 12,161 | 3.27 | 4,730 | -7.65 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 1,455 | 113.97 | 633 | 152.80 | ||||
2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 207,236 | 6.91 | 80,607 | -4.39 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 14,962 | 0.25 | 6,293 | 6.55 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 1,619 | 41.52 | 630 | 26.56 | ||||
2025-08-14 | 13F | 曼氏集团 | 166,500 | 89.23 | 64,762 | 69.21 | ||||
2025-08-13 | 13F | 挪威银行 | 2,952,434 | 1,148,379 | ||||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 17,853 | 14.53 | 6,944 | 2.42 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,461 | 45.02 | 957 | 29.85 | ||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 31,626 | 3.19 | 12,301 | -7.73 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 48,555 | 3.58 | 18,887 | -7.38 | ||||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 929 | 48.64 | 361 | 33.21 | ||||
2025-07-22 | 13F | 希科利资产管理公司 | 2,603 | 1.96 | 1,012 | -8.83 | ||||
2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 36 | 14 | ||||||
2025-08-04 | 13F | 惠伦财富管理公司 | 3,618 | 240.04 | 1,407 | 204.55 | ||||
2025-08-12 | 13F | 朗费罗投资管理有限公司 | 1,108 | 15,728.57 | 431 | 14,233.33 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 76 | 94.87 | 30 | 81.25 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 3,021 | 56.37 | 1,175 | 39.76 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 21 | 8 | ||||||
2025-08-14 | 13F | 财务咨询服务公司 | 555 | 216 | ||||||
2025-07-23 | 13F | 阿米投资管理公司 | 5,558 | 5.15 | 2,162 | -6.00 | ||||
2025-08-26 | NP | MFUT-Cambria Chesapeake Pure Trend ETF | Short | -178 | -59.17 | -69 | -63.49 | |||
2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 4 | 2 | ||||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 55,412 | 4.48 | 21,553 | -6.57 | ||||
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 | 2,925,909 | 0.73 | 1,123,081 | -2.58 | ||||
2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 1,095,674 | 108.55 | 420,564 | 101.69 | ||||
2025-07-21 | 13F | 哈德曼约翰斯顿全球顾问有限公司 | 17,588 | 6,841 | ||||||
2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 5,744 | 61.30 | 2,234 | 44.32 | ||||
2025-07-21 | 13F | 协同财务管理有限责任公司 | 52,167 | 2,431.15 | 20,291 | 2,164.51 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 4,115 | 1,601 | ||||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 2,493 | 12.86 | 970 | 0.94 | ||||
2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 36,778 | 29.87 | 15,997 | 53.12 | ||||
2025-07-09 | 13F | 第一银行与信托 | 860 | 11.25 | 335 | -0.60 | ||||
2025-08-13 | 13F | 资本国际投资者 | 6,488,029 | 16.78 | 2,523,028 | 4.41 | ||||
2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 1,463,610 | 569,300 | ||||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 2,227 | 4.21 | 937 | 10.77 | ||||
2025-08-05 | 13F | 埃莱维斯特公司 | 1,590 | 6.50 | 618 | -4.78 | ||||
2025-08-12 | 13F | 博克夫,那 | 8,882 | 9.52 | 3,455 | -2.07 | ||||
2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 1,669 | 248.43 | 661 | 217.31 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,301 | 2.44 | 506 | -8.33 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 10,900 | 4,240 | |||||
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 | 14 | 27.27 | 6 | 25.00 | ||||
2025-08-08 | 13F | 真点公司 | 815 | 0.62 | 317 | -9.94 | ||||
2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 1,017 | 25.25 | 396 | 11.90 | ||||
2025-03-27 | NP | 克拉夫全球机会基金 | 16,100 | 68.52 | 6,371 | 25.32 | ||||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 95 | 15.85 | 40 | 21.88 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 188 | 161.11 | 73 | 135.48 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 87 | 16.00 | 34 | 3.13 | ||||
2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 557 | 9.22 | 217 | -2.26 | ||||
2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 1,188 | 3.12 | 462 | -7.78 | ||||
2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 166 | 3.11 | 65 | -8.57 | ||||
2025-07-10 | 13F | 独木舟金融有限合伙人 | 329,656 | 1.86 | 128,223 | -8.91 | ||||
2025-07-15 | 13F | 西格内特财务管理有限公司 | 840 | 2.56 | 327 | -8.43 | ||||
2025-08-07 | 13F | 源源AM有限责任公司 | 621 | 242 | ||||||
2025-08-13 | 13F | Baupost 集团有限公司/马 | 616,000 | 150.41 | 240 | 123.36 | ||||
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 | 240 | 17.65 | 101 | 25.00 | ||||
2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 168,921 | 22.65 | 71,045 | 30.36 | ||||
2025-08-08 | 13F | Abc 套利 Sa | 4,045 | 1,573 | ||||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 621 | 10.50 | 242 | -1.23 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 24,741 | 2.46 | 9,623 | -8.37 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 44 | 120.00 | 0 | |||||
2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 5,884 | 8.44 | 2,289 | -3.01 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 849 | 27.29 | 330 | 14.19 | ||||
2025-08-13 | 13F | 道奇考克斯 | 1,300 | 8.33 | 506 | -3.07 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 1,552 | 288.97 | 596 | 276.58 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 258 | -10.76 | ||||||
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 | 42,550 | 1.98 | 16,550 | -8.81 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 34,319 | 1.37 | 11,938 | -18.93 | ||||
2025-07-23 | 13F | 家族遗产公司 | 7,159 | 2.90 | 2,785 | -8.00 | ||||
2025-07-11 | 13F | 布西财富管理 | 1,589 | 0.06 | 618 | -10.43 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,298 | 7.45 | 505 | -4.00 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 87,768 | 2.23 | 34,138 | -8.58 | ||||
2025-07-09 | 13F | 戈尔泽投资管理公司 | 1,332 | 61.65 | 518 | 44.69 | ||||
2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 6,366 | 43.77 | 2,677 | 14.40 | ||||
2025-07-25 | 13F | 退休计划集团有限责任公司/纽约 | 874 | 0.46 | 340 | -10.32 | ||||
2025-07-22 | 13F | 中吴投资集团有限公司 | 380 | 148 | ||||||
2025-07-24 | NP | Tema ETF 信托 - Tema 垄断和寡头 ETF | 2,251 | 864 | ||||||
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 | 9,767 | 16.00 | 3,749 | 12.18 | ||||
2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 10,276 | 3,997 | ||||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,296 | 67.66 | 504 | 49.70 | ||||
2025-07-15 | 13F | 马塞科律师事务所 | 15 | 6 | ||||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 5,262 | 129.78 | 2,047 | 105.42 | ||||
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 | 320 | 6.31 | 124 | -4.62 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 27,434 | 17.01 | 10,671 | 4.64 | ||||
2025-07-11 | 13F | 专业咨询服务公司 | 75,184 | 7.15 | 29 | -3.33 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 4,640 | 0.04 | 1,805 | -10.56 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 768 | 29.29 | 299 | 15.50 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 130 | 124.14 | 51 | 100.00 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 2,755 | 1.96 | 1,072 | -8.85 | ||||
2025-08-27 | NP | RYHIX - 医疗保健基金投资者类别 | 730 | 2.10 | 284 | -8.71 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 714 | 1.28 | 278 | -9.48 | ||||
2025-08-13 | 13F | 北峰资本管理有限责任公司 | 401,670 | 40.34 | 156,234 | 25.50 | ||||
2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,019 | 38.64 | 429 | 47.59 | ||||
2025-08-14 | 13F | 帕克伍德有限责任公司 | 60,011 | 18.47 | 23 | 4.55 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 64,228 | 28.71 | 24,982 | 15.10 | ||||
2025-08-08 | 13F | M&G 有限公司 | 930,293 | 16.83 | 361,884 | 4.47 | ||||
2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 3,746 | 1,457 | ||||||
2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 7,581 | 20.18 | 3,188 | 27.72 | ||||
2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 8,119 | 16.30 | 3,116 | 12.49 | ||||
2025-08-01 | 13F | 第一指挥咨询服务公司 | 223 | 23.89 | 87 | 10.26 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 349 | 179.20 | 136 | 150.00 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 2 | 1 | ||||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 43,911 | 111.81 | 17,080 | 89.41 | ||||
2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 40 | 100.00 | 17 | 128.57 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,580 | 18.00 | 615 | 5.50 | ||||
2025-08-22 | NP | 基石总回报基金公司 | 9,900 | 209.38 | 3,851 | 176.78 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 3,421 | 30.82 | 1,330 | 16.97 | ||||
2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 1,267 | 6.92 | 493 | -5.75 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,319 | 64.47 | 902 | 46.98 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,670 | 180.67 | 650 | 151.55 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 433,887 | 4.72 | 168,765 | -6.36 | ||||
2025-08-05 | 13F | Versor投资有限公司 | 5,397 | 115.97 | 2,099 | 93.28 | ||||
2025-08-14 | 13F | 穆巴达拉投资公司 PJSC | 8,902 | 3,463 | ||||||
2025-07-16 | 13F | 诺维姆集团 | 1,743 | 9.90 | 678 | -1.88 | ||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 35,182 | 5.39 | 13,684 | -5.75 | ||||
2025-08-08 | 13F | 财富联盟 | 1,596 | 33.56 | 621 | 19.46 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 594,274 | 18.04 | 231 | 5.96 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 37,342 | 14.41 | 14,525 | 2.30 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 12 | 200.00 | 4 | 300.00 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 41,289 | 18.33 | 16 | 6.67 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 7,265,293 | 2.92 | 2,825,908 | -7.96 | ||||
2025-08-13 | 13F | 资本分析师公司 | 578 | 0.17 | 0 | |||||
2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 6,873 | 3.38 | 2,673 | -7.54 | ||||
2025-06-26 | NP | TAGRX - 基本大盘核心基金 A 类 | 264,437 | 19.99 | 111,217 | 27.54 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 1,481 | 3.13 | 613 | -1.92 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,480 | 0.74 | 2,909 | -9.91 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 48,354 | 2.54 | 18,808 | -8.31 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,959 | 21.15 | 762 | 8.25 | ||||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 12 | 20.00 | 5 | 0.00 | ||||
2025-08-13 | 13F | 韩国投资公司 | 173,095 | 10.85 | 67,327 | -0.87 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 15,099 | 5.83 | 5,796 | 2.35 | ||||
2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 691 | 49.57 | 269 | 34.00 | ||||
2025-07-24 | NP | FCAJX - 富达气候行动基金 富达顾问气候行动基金:A 类 | 1,094 | 18.66 | 420 | 14.79 | ||||
2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers 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 | 687,456 | 16.04 | 267,393 | 3.77 | ||||
2025-08-12 | 13F | 德国商业银行 | 73,139 | 16.30 | 28 | 3.70 | ||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 38,100 | 647.06 | 15 | 600.00 | ||||
2025-07-14 | 13F | 特兰资本管理有限公司 | 36,817 | 14,320 | ||||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 2,856 | 0.04 | 1,111 | -10.48 | ||||
2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 17,670 | 18.91 | 6,873 | 6.33 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,745 | 0.48 | 1,457 | -10.18 | ||||
2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 4,244 | 10.75 | 1,651 | -0.96 | ||||
2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 2,600 | 420.00 | 1,094 | 310.90 | ||||
2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 38,344 | 2.23 | 14,914 | -8.58 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 3,163 | 21.09 | 1,230 | 8.27 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 189 | 20.38 | 79 | 27.42 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | 1,550 | 603 | ||||||
2025-07-25 | 13F | 协和财富合作伙伴 | 604 | 49.14 | 235 | 33.52 | ||||
2025-08-14 | 13F | 毕宿五金融公司 | 685 | 0.15 | 266 | -10.44 | ||||
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 | 44,171 | 8.32 | 18,577 | 15.13 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 722 | 37.79 | 281 | 23.35 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 111,285 | 9.38 | 43,285 | -2.19 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 223 | 35.98 | 87 | 21.13 | ||||
2025-07-30 | 13F | 道德公司 | 39,769 | 6.89 | 15,172 | -5.76 | ||||
2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 241 | 119.09 | 95 | 115.91 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 29,800 | 4,866.67 | 11,591 | 4,358.08 | |||
2025-06-26 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,308 | 15.53 | 8,121 | 22.81 | ||||
2025-08-07 | 13F | 峰会 X 有限责任公司 | 817 | 3.29 | 318 | -7.58 | ||||
2025-07-21 | 13F | 语法研究公司 | 3,000 | 1,167 | ||||||
2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,419 | 5.18 | 5,997 | -5.94 | ||||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 40,400 | 15,714 | ||||||
2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 128 | 0.79 | 50 | -10.91 | ||||
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 | 75,638 | 0.01 | 31,812 | 6.30 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 4,741 | 1,844 | ||||||
2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 4,305 | 7.87 | 1,674 | -3.52 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 109,115 | 1,124.77 | 42 | 1,300.00 | ||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 65 | 828.57 | 18 | 500.00 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 18,387 | 27.35 | 7,058 | -2.49 | ||||
2025-08-29 | NP | NEFOX - Natixis Oakmark 基金 A 类 | 50,458 | 21.29 | 19,626 | 8.47 | ||||
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 | 26,768 | 10,412 | ||||||
2025-08-12 | 13F | Nuveen有限责任公司 | 1,909,313 | 5.13 | 742,646 | -5.99 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 204,396 | 5.51 | 85,965 | 12.15 | ||||
2025-05-27 | NP | IWY - iShares Russell 200 强增长 ETF | 21,875 | 11.20 | 9,515 | 31.10 | ||||
2025-08-13 | 13F | 博特尔古德曼有限公司 | 753,653 | 293 | ||||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 1,458 | 71.53 | 567 | 53.66 | ||||
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 | 232,897 | 2.96 | 89,395 | -0.42 | ||||
2025-08-06 | 13F | Vantage 金融合作伙伴有限责任公司 | 636 | 0.47 | 247 | -10.18 | ||||
2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 140,516 | 59,098 | ||||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 117 | |||||
2025-08-14 | 13F | 海伯利安资本顾问公司 | 35,214 | 34.33 | 13,697 | 20.12 | ||||
2025-07-29 | NP | FEGE-First Eagle全球股票ETF | 13,311 | 175.25 | 5,109 | 166.23 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 2,289 | 18.11 | 890 | 5.70 | ||||
2025-05-27 | NP | FTDS - 第一信托全美国市场 AlphaDEX 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 | 1,357 | 3,209.76 | 590 | 2,850.00 | ||||
2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 356,942 | 6.88 | 137,009 | 3.37 | ||||
2025-07-25 | 13F | 劳森·克鲁克投资管理公司/ne | 34,606 | 2.37 | 13,460 | -8.46 | ||||
2025-07-25 | 13F | 阿波罗金融有限责任公司 | 591 | 0.17 | 230 | -10.16 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 704 | 6.83 | 300 | 4.55 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 31 | 12 | ||||||
2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 332,420 | 19.16 | 129,298 | 6.56 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 152 | 59 | ||||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 2,143 | 26.21 | 834 | 12.86 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 7,443 | 11.56 | 2,895 | -0.24 | ||||
2025-08-14 | 13F | Occudo 定量策略 Lp | 934 | 363 | ||||||
2025-07-22 | 13F | 亨特帕金斯资本管理有限责任公司 | 15,312 | 23.97 | 6 | 0.00 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -38 | -15 | |||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 151,956 | 5.61 | 63,910 | 12.25 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 658 | 4.61 | 253 | 1.20 | ||||
2025-08-14 | 13F | 哈里斯联合有限合伙人 | 2,287,565 | 0.32 | 889,771 | -10.29 | ||||
2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 19,670 | 762.72 | 6,889 | 616.86 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 14,069 | 105.90 | 5,472 | 84.12 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 1 | 0 | ||||||
2025-07-23 | 13F | 公平信托公司 | 7,943 | 23.11 | 3,090 | 10.09 | ||||
2025-08-14 | 13F | 财富保全顾问有限公司 | 10 | 25.00 | 4 | 0.00 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,280 | 1,206.12 | 538 | 1,315.79 | ||||
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 | 333,433 | 8.69 | 127,985 | 5.12 | ||||
2025-07-23 | 13F | 鹰岩投资公司 | 8,558 | 4.33 | 3,329 | -6.70 | ||||
2025-08-22 | NP | BEARX - 联邦审慎熊基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | DWSH - AdvisorShares Dorsey Wright 空头 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 6,097 | 6.80 | 2,564 | 13.50 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 954,627 | 11.43 | 366,969 | -1.36 | ||||
2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 681,041 | 15.64 | 286,432 | 22.91 | ||||
2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 1,290 | 5.74 | 502 | -5.47 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 33,812 | 27.05 | 13,152 | 13.61 | ||||
2025-07-31 | 13F | Fedenia 顾问有限公司 | 869 | 17.75 | 338 | 5.30 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 1,503 | 13.18 | 585 | 1.21 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 257,991 | 74.56 | 100,348 | 56.10 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 30 | 233.33 | 12 | 120.00 | ||||
2025-08-14 | 13F | DKRT投资公司 | 74,000 | 28,783 | ||||||
2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 2,112 | 40.99 | 821 | 26.11 | ||||
2025-07-29 | 13F | Crux 财富顾问 | 4,088 | 50.63 | 1,590 | 34.75 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 3 | ||||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 693 | 16.47 | 270 | 4.26 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 1,408 | 5.23 | 548 | -5.85 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 20 | 8 | ||||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 6,280 | 1.27 | 2,641 | 7.66 | ||||
2025-08-06 | 13F | Achmea 投资管理公司 | 17,228 | 62.39 | 7 | 50.00 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 5,412 | 335.05 | 2,107 | 288.03 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 43,053 | 64.87 | 17 | 45.45 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 11,725 | 6.59 | 4,501 | 3.09 | ||||
2025-08-04 | 13F | 长荣财富管理有限公司 | 12,947 | 13.43 | 5,036 | 1.43 | ||||
2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 541 | 0.37 | 210 | -10.26 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:B1 系列 | 1,049 | 408 | ||||||
2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,599 | 162.79 | 1,011 | 135.43 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 797 | 2.71 | 310 | -8.31 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 1,996 | 1 | ||||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 2,705 | 2,099.19 | 1,052 | 2,091.67 | ||||
2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 1,463 | 56.81 | 569 | 40.25 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 172 | 5.52 | 67 | -5.71 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 3,819 | 4.63 | 1,486 | -6.43 | ||||
2025-08-22 | 13F | Cim投资管理公司 | 2,133 | 99.72 | 808 | 74.14 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 3,400 | 277.78 | 1,322 | 238.11 | |||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 36 | 15 | ||||||
2025-06-26 | NP | AWYIX - CIBC ATLAS 股票收益基金机构类别股票 | 32,009 | 31.19 | 13,462 | 39.44 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 1,768 | 11.41 | 688 | -0.43 | ||||
2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 138,606 | 3.17 | 60,288 | 21.65 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 131 | 84.51 | 51 | 66.67 | ||||
2025-07-15 | 13F | 帆船资本集团有限公司 | 1,041 | 2.97 | 405 | -7.97 | ||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 51 | 2.00 | 20 | -9.52 | ||||
2025-08-11 | 13F | 添马证券有限责任公司 | 64,859 | 1.88 | 25,228 | -8.90 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 703,271 | 2.97 | 273,544 | -7.92 | ||||
2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 1,546 | 612 | ||||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 5 | 2 | ||||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 12,827 | 3.13 | 4,989 | -7.78 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 82,011 | 5.68 | 31,899 | -5.50 | ||||
2025-08-12 | 13F | 荷兰银行 | 36,080 | 1.59 | 14,134 | -8.37 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 19,885 | 0.25 | 7,734 | -10.35 | ||||
2025-08-14 | 13F | 信托信托公司 | 2,358 | 12.50 | 917 | 0.66 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 11,800 | 202.56 | 4,590 | 170.58 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 6,800 | 161.54 | 2,645 | 133.98 | |||
2025-08-13 | 13F | 施罗德投资管理集团 | 1,390,772 | 28.05 | 540,955 | 15.30 | ||||
2025-08-13 | 13F | 卡洛丁资本管理有限合伙人 | 19,000 | 7,390 | ||||||
2025-08-12 | 13F | 巴尔盖纳公司 | 517 | 201 | ||||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 3,515 | 0.14 | 1,367 | -10.42 | ||||
2025-08-13 | 13F | 瑞奇财富管理有限公司 | 10,795 | 6.60 | 4,199 | -4.68 | ||||
2025-08-06 | 13F | 西耶纳管理 | 16,710 | 9.91 | 5,934 | -7.70 | ||||
2025-07-30 | 13F | 加冕基金管理有限公司 | 137,367 | 53,430 | ||||||
2025-08-08 | 13F | 桑德斯资本有限责任公司 | 5,825,208 | 24.66 | 2,265,773 | 11.48 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 35 | 29.63 | 0 | |||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 745 | 7.04 | 290 | -4.30 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 82 | 32 | ||||||
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 | 89 | 169.70 | 35 | 142.86 | ||||
2025-07-11 | 13F | 朗维财富管理 | 827 | 0.36 | 322 | -10.34 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 1,436 | 26.97 | 558 | 13.65 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 843 | 40.27 | 328 | 25.29 | ||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 277 | 36.45 | 106 | 32.50 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 35,820 | 6.35 | 13,749 | 2.87 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 48,830 | 52.90 | 18,672 | 35.33 | ||||
2025-07-22 | 13F | 渴望私人资本有限责任公司 | 1,017 | 56.94 | 395 | 40.57 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 143,472 | 4.20 | 55,805 | -6.82 | ||||
2025-07-08 | 13F | 化学财富管理有限责任公司 | 7,840 | 6.90 | 3,049 | -4.42 | ||||
2025-08-12 | 13F | 德意志银行\ | 810,216 | 0.37 | 315,142 | -10.24 | ||||
2025-04-28 | NP | PTL-Inspire 500 ETF | 4,744 | 9.43 | 1,883 | 6.69 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 2,480 | 13.61 | 965 | 1.58 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 440 | 171 | ||||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 11,673 | 5 | ||||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 60,003 | 9.89 | 23,339 | -1.73 | ||||
2025-07-31 | 13F | PKO投资管理股份公司 | 4,000 | 11.11 | 1,556 | -0.64 | ||||
2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 31,397 | 9.92 | 13,205 | 16.83 | ||||
2025-08-07 | 13F | CSM 顾问有限责任公司 | 36,527 | 14 | ||||||
2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 3,252 | 3.53 | 1,265 | -7.47 | ||||
2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 3,825 | 0.42 | 1,468 | -2.85 | ||||
2025-07-30 | 13F | 雅各布森资本管理公司 | 678 | 264 | ||||||
2025-07-07 | 13F | RDA金融网络 | 7,024 | 8.63 | 2,732 | -2.84 | ||||
2025-08-25 | NP | HIAHX - 哈特福德医疗 Hls 基金 Ia | 5,468 | 208.40 | 2,127 | 175.75 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 10,100 | 461.11 | 3,928 | 402.30 | |||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 717 | 22.77 | 279 | 9.84 | ||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 8,036 | 0.59 | 3,126 | -10.07 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 830 | 2.47 | 323 | -8.52 | ||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 762 | 21.53 | 296 | 8.82 | ||||
2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,495 | 8.48 | 35,957 | 15.30 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 282 | 36.89 | 110 | 22.47 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,783 | 20.40 | 6,058 | 16.46 | ||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 15,371 | 7.07 | 5,979 | -4.26 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 143 | 15.32 | 56 | -14.06 | ||||
2025-08-12 | 13F | Napean 贸易投资有限公司(新加坡)私人有限公司 | 17,167 | 26.94 | 6,677 | 13.52 | ||||
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 | 12 | 5 | ||||||
2025-07-22 | 13F | 旧国家银行/in/ | 6,267 | 44.80 | 2,438 | 29.49 | ||||
2025-08-14 | 13F | 弗里施金融集团公司 | 1,871 | 0.43 | 1 | |||||
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 | 206,707 | 15.91 | 79,342 | 12.10 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 1,380 | 537 | ||||||
2025-08-26 | NP | EAGL-鹰资本精选股票ETF | 132,438 | 15.54 | 51,513 | 3.32 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 50 | 19 | ||||||
2025-07-25 | 13F | 北美社区银行 | 6,917 | 7.64 | 2,690 | -3.72 | ||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 14,546 | 7.33 | 5,658 | -4.02 | ||||
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 | 513,268 | 0.51 | 215,870 | 6.83 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 5,895 | 100.03 | 2,293 | 110.86 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,688 | 17.12 | 1,551 | 24.48 | ||||
2025-08-08 | 13F | 信用资本投资有限责任公司 | 750 | 292 | ||||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 27,477 | 22.64 | 10,687 | 9.68 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 1 | 0 | ||||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 254 | 57.76 | 107 | 68.25 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 2,076,668 | 30.68 | 807,741 | 16.86 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 125 | 4.17 | 54 | 22.73 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 55,078 | 6.35 | 23,165 | 13.03 | ||||
2025-08-14 | 13F | 维斯塔投资管理公司 | 4,673 | 0.60 | 1,818 | -10.05 | ||||
2025-07-15 | 13F | 第五第三银行 | 18,936 | 14.02 | 7,365 | 1.97 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,380 | 0.36 | 537 | -10.37 | ||||
2025-07-11 | 13F | 多元化信托公司 | 36,209 | 35.34 | 14,084 | 21.02 | ||||
2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 30 | 15.38 | 13 | 20.00 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 360 | 579.25 | 140 | 508.70 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,261 | 2.17 | 879 | -8.63 | ||||
2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 3,500 | 2.94 | 1,472 | 9.44 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 40,861 | 2.00 | 17,185 | 8.42 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,017 | 1.80 | 428 | 8.10 | ||||
2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 71 | 24.56 | 28 | 21.74 | ||||
2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 3,558 | 12.31 | 1,384 | 0.44 | ||||
2025-08-14 | 13F | 富国银行/百万 | Call | 700 | 272 | |||||
2025-08-14 | 13F | 富国银行/百万 | 363,348 | 6.02 | 141,328 | -5.20 | ||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 7,400 | 640.00 | 2,878 | 563.13 | ||||
2025-07-29 | 13F | VELA 投资管理有限公司 | Put | 800 | 311 | |||||
2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 797 | 4.73 | 347 | 23.57 | ||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 317 | 40.89 | 123 | 5.13 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 9 | 28.57 | 4 | 0.00 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 3,418 | 35.80 | 1,329 | 21.48 | ||||
2025-06-26 | NP | JFCAX - 基本全盘核心基金 A 类 | 26,220 | 67.83 | 11,028 | 78.37 | ||||
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 | 6,271 | 2.96 | 2,637 | 9.42 | ||||
2025-07-08 | 13F | ZRC财富管理有限公司 | 0 | 0 | ||||||
2025-08-06 | 13F | C环球集团控股公司 | 91,054 | 1.81 | 35 | -7.89 | ||||
2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 1,545 | 18.21 | 601 | 5.63 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 11,700 | 12.93 | 4,491 | 9.22 | ||||
2025-08-27 | NP | TLLVX - 大盘价值基金 | 2,301 | 1.32 | 895 | -9.42 | ||||
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 | 33,490 | 13.18 | 12,855 | 9.46 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 187 | 20.65 | 73 | 7.46 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 26,671 | 13.72 | 11,217 | 20.87 | ||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 3,139 | 1,221 | ||||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -23 | -9 | |||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 622 | 16.26 | 242 | 3.88 | ||||
2025-07-23 | 13F | H&H 退休设计与管理公司 | 1,883 | 10.44 | 521 | -24.96 | ||||
2025-08-25 | 13F | 山顶合伙人有限责任公司 | 869 | 4.83 | 338 | -6.11 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 42,371 | 4.99 | 16,478 | -6.12 | ||||
2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 656 | 7.36 | 255 | -3.77 | ||||
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 | 86,569 | 200.90 | 34,255 | 123.80 | ||||
2025-08-06 | 13F | 华盛顿信托银行 | 32,507 | 5.07 | 12,644 | -6.04 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 61 | 510.00 | 24 | 475.00 | ||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 126,279 | 8.21 | 48,471 | 4.65 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 7,167 | 0.73 | 3,014 | 7.07 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 2,426 | 944 |