机构和基金投资人持股 - 买家
在WW 固安捷公司中开设新头寸的主要持有者包括 Kodai资本管理有限责任公司, GRNY - Fundstrat Granny Shots 美国大盘股 ETF, JACFX - 约翰汉考克中型成长基金类别资产净值, LMR 合伙人律师事务所, Nearwater资本市场有限公司, 交响金融有限公司, JAEVX - 中型股票信托资产净值, CZMVX - 多经理价值策略基金机构类, QGRW - WisdomTree 美国质量增长基金 不适用, Glenmede投资管理有限公司, CLCEX - 多经理大盘成长策略基金机构类, 索恩资本管理有限公司, 瑞穗证券美国有限公司, BLI - 卢森堡投资银行, QCGDX - 量化共同基金投资者类别股票, 太平洋精选基金 - 中型成长投资组合 I 类, MASTERINVEST 资本投资有限公司, Financiere des Professionnels - 投资基金公司, Westerkirk资本公司, 和 应用金融资本管理有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-30 | 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 | 45 | 32.35 | 46 | 27.78 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 3 | 3 | ||||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 4,167 | 1.46 | 4,268 | -2.20 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 92 | 148.65 | 94 | 141.03 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 429 | 6.19 | 446 | 11.78 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 30 | 50.00 | 31 | 63.16 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 102,800 | 212.46 | 106,937 | 229.04 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 5,359 | 49.78 | 5,575 | 57.72 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 192 | 1.59 | 200 | 6.99 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 700 | 728 | ||||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 56,922 | 8.48 | 59,213 | 14.23 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 652 | 0.77 | 1 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 30 | 31 | ||||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 468 | 0.43 | 487 | 5.88 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 9 | 9 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 1,125 | 5.63 | 1,152 | 1.86 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 319 | 18.15 | 347 | 25.82 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 473,771 | 15.25 | 492,836 | 21.36 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 13,987 | 51.70 | 14,542 | 61.81 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 185 | 17.09 | 192 | 23.08 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 734 | 96.26 | 764 | 106.78 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 400 | 3.90 | 416 | 9.47 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 1,200 | 1,248 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 151,273 | 6.86 | 157 | 12.95 | ||||
| 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 | 25,402 | 0.04 | 27,626 | 6.54 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,158 | 0.45 | 3,435 | 6.98 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 14,411 | 1.04 | 14,991 | 6.40 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 125 | 278.79 | 148 | 359.38 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 3 | 3 | ||||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 745 | 775 | ||||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 18,551 | 127.68 | 19,297 | 124.70 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 668 | 1.37 | 695 | 6.77 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 3,807 | 9.24 | 3,960 | 15.05 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 17,786 | 5.77 | 18,502 | 11.38 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -22 | -23 | |||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 2,635 | 408.69 | 2,741 | 436.40 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 1,656 | 25.36 | 1,801 | 33.43 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,308 | 0.38 | 1,361 | 5.67 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 1,258 | 16.81 | 1,309 | 23.05 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 16,600 | 112.82 | 17,268 | 124.10 | |||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 250 | 8.70 | 235 | 0.86 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 1,621 | 4.11 | 1,686 | 9.62 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 152 | 6.29 | 0 | |||||
| 2025-08-12 | 13F | 阿维索金融公司 | 1,290 | 5.22 | 1,342 | 10.73 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 4,703 | 5.73 | 4,892 | 11.36 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 841 | 0.60 | 875 | 5.94 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 4,356 | 5.07 | 4,531 | 10.65 | ||||
| 2025-08-07 | 13F | PFG顾问 | 433 | 8.52 | 450 | 14.50 | ||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 1,275 | 1.59 | 1,326 | 7.02 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,260,610 | 1.89 | 1,306,289 | 7.19 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 230 | 0 | ||||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 6,893 | 7,170 | ||||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 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 | 61,462 | 10.98 | 62,956 | 6.98 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 1,158 | 5.08 | 1,205 | 10.66 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 276 | 22.67 | 287 | 29.28 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 566 | 5.79 | 589 | 11.36 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 3,994 | 4,155 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 237 | 247 | ||||||
| 2025-07-30 | 13F | 优势信托公司 | 90 | 94 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 111 | 1.83 | 114 | -1.74 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 325 | 338 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 37,763 | 2.68 | 38,681 | -1.03 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 6,654 | 3.07 | 6,816 | -0.66 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 4,006 | 4,167 | ||||||
| 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 | 20,250 | 1.42 | 20,742 | -2.24 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 12,672 | 8.03 | 13,182 | 13.76 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 1,011 | 0.10 | 1,048 | 3.87 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 1,364 | 7.40 | 1,419 | 13.08 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 200 | 3.63 | 208 | 9.47 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 1,273 | 1.19 | 1,324 | 6.60 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 519 | 9.03 | 540 | 14.68 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 261 | 6.53 | 272 | 11.98 | ||||
| 2025-08-12 | 13F | 尚普兰投资伙伴有限责任公司 | 121,614 | 25.64 | 126,508 | 32.31 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 586 | 3.72 | 610 | 9.14 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 282 | 11.90 | 293 | 18.15 | ||||
| 2025-08-11 | 13F/A | 阳光海岸股权管理 | 29,870 | 0.39 | 31,071 | 5.71 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 3,946 | 19.25 | 4,105 | 25.58 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 493 | 72.38 | 513 | 81.56 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 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 | 49 | 2.08 | 50 | -1.96 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 21,200 | 2,020.00 | 22,053 | 2,134.35 | |||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 7 | 7 | ||||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 1,572 | 0.06 | 1,635 | 5.42 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 450 | 0.67 | 468 | 6.12 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 3,980 | 29.77 | 4,110 | 35.66 | ||||
| 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 | 2 | 2 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 73,473 | 5.17 | 76,430 | 10.75 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 2,948 | 0.27 | 3,067 | 5.58 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 750 | 30.89 | 780 | 37.81 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 2,235 | 9.24 | 2,325 | 14.99 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 9,809 | 1.76 | 10,205 | 7.17 | ||||
| 2025-08-08 | 13F | 创意策划 | 13,862 | 3.98 | 14,420 | 9.48 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 118 | 3.51 | 128 | 10.34 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 48,692 | 3.59 | 52,955 | 10.33 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 252 | 51.81 | 262 | 60.74 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 3,779 | 7.05 | 3,931 | 12.73 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,421 | 1.86 | 1,478 | 6.64 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 1,796 | 4.42 | 1,868 | 10.01 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 5,099 | 35.94 | 5,304 | 43.13 | ||||
| 2025-08-06 | 13F | 稳健金融策略集团有限责任公司 | 758 | 1.88 | 789 | 7.36 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 800 | 2.04 | 832 | 7.49 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 427 | 1.91 | 444 | 7.51 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 2,846 | 21.73 | 2,961 | 28.19 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 11,812 | 0.54 | 12,287 | 5.88 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 1 | 1 | ||||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 2,096 | 368.90 | 2,180 | 394.33 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 2,496 | 12.58 | 2,596 | 11.13 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 218 | 10.10 | 215 | 3.37 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 4,100 | 173.33 | 4,265 | 187.91 | |||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 197 | 205 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 65,500 | 15.32 | 68,136 | 21.44 | |||
| 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 | 60,839 | 11.23 | 63,287 | 17.13 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 241 | 251 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 19,370 | 5.27 | 20,149 | 10.85 | ||||
| 2025-08-29 | NP | DIVGX - Guardian 股息增长基金 I 类 | 474 | 22.16 | 493 | 28.72 | ||||
| 2025-08-14 | 13F | 道富银行 | 1,982,274 | 0.44 | 2,062,041 | 5.77 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 2,919 | 22.19 | 3 | 50.00 | ||||
| 2025-07-29 | NP | GROYX - 胜利先锋精选中型股成长基金 Y 类 | 31,686 | 13.42 | 34,460 | 20.79 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 25 | 8.70 | 26 | 18.18 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 5,752 | 1.64 | 5,983 | 7.03 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 2 | 2 | ||||||
| 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 | 2,518 | 24.59 | 2,579 | 20.12 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 8,712 | 5.37 | 9,475 | 12.21 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 2,813 | 115.89 | 2,926 | 127.35 | ||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 26 | 8.33 | 27 | 4.00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 267 | 278 | ||||||
| 2025-04-28 | NP | VUSE - Vident 核心美国股票基金 | 3,068 | 6.82 | 3,133 | -9.48 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 2,300 | 43.75 | 2,393 | 51.39 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 378 | 5.29 | 393 | 11.02 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 1,716 | 43.72 | 1,866 | 53.08 | ||||
| 2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,891 | 1.36 | 30,618 | -2.30 | ||||
| 2025-08-05 | 13F | 顾问首选有限责任公司 | 2,995 | 3,151 | ||||||
| 2025-03-24 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 479 | 280.16 | 509 | 266.19 | ||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 3,194 | 515.41 | 3 | |||||
| 2025-07-10 | 13F | 巴德尔银行 | 6,713 | 0.07 | 6,979 | 5.34 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 998 | 165.43 | 1,038 | 179.78 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 360 | 9.42 | 381 | 13.06 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 276 | 10.40 | 287 | 16.67 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 266 | 30.39 | 277 | 37.31 | ||||
| 2025-07-28 | NP | NMANX - Neuberger Berman 中型成长基金投资者类别 | 41,600 | 13.66 | 45,242 | 21.05 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 907 | 0.78 | 943 | 6.07 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 104 | 1.96 | 108 | 8.00 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 229 | 238 | ||||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 303 | 315 | ||||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 4,390 | 0.46 | 4,619 | 7.02 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 627 | 69.00 | 652 | 78.14 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 2 | 2 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 2,153 | 5.85 | 2,240 | 11.45 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 26 | 27 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 942 | 0.11 | 979 | 5.38 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,057 | 6.55 | 1,100 | 12.26 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 290 | 1,605.88 | 302 | 1,781.25 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 226 | 3.20 | 235 | 8.80 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 16,176 | 9.04 | 17 | 14.29 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 1,699 | 13.34 | 1,767 | 19.39 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 3,618 | 3.73 | 3,764 | 9.23 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 0 | 0 | ||||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 152 | 16.03 | 165 | 24.06 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 114,656 | 8.20 | 119,270 | 13.94 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 11,000 | 11,443 | ||||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 3 | 50.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 6,363 | 22.55 | 6,621 | 29.07 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 351 | 2.63 | 365 | 8.31 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 825 | 16.53 | 858 | 22.75 | ||||
| 2025-07-07 | 13F | 西联银行 | 1,625 | 7.62 | 1,690 | 13.35 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 1,459 | 8.07 | 1,517 | 13.72 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 698 | 17.71 | 759 | 25.45 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 19,743 | 44.15 | 20,484 | 51.07 | ||||
| 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 | 10,947 | 1.49 | 11,213 | -2.16 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 3,826 | 169.63 | 3,980 | 184.01 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 5,485 | 2.07 | 5,706 | 7.48 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 59 | 61 | ||||||
| 2025-08-14 | 13F | 山顶控股公司 | 767 | 12.79 | 797 | 18.78 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 5,800 | 6,033 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 7,808 | 2.00 | 7,998 | -1.68 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 422 | 439 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 16 | 6.67 | 17 | 13.33 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 788 | 65.55 | 820 | 74.26 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 1,060 | 30.86 | 1,102 | 37.92 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 40 | 42 | ||||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 367 | 0.82 | 381 | 6.13 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 3,510 | 486.96 | 3,651 | 518.81 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 442 | 3.76 | 460 | 9.29 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 1,226 | 751.39 | 1,275 | 733.33 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 6,347 | 30.09 | 6,903 | 38.54 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 690 | 3.60 | 717 | 5.13 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 33,381 | 24.01 | 34,724 | 30.59 | ||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,725 | 93.54 | 2,835 | 103.88 | ||||
| 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 | 227 | 9.13 | 236 | 15.12 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 92 | 96 | ||||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 8 | 14.29 | 0 | |||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,329 | 3.00 | 3,620 | 9.70 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 20,300 | 19.41 | 21,117 | 25.74 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 6 | 6 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | 4,124,769 | 1.52 | 4,290,749 | 6.90 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,023 | 49.25 | 27,073 | 59.19 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 177 | 12.03 | 184 | 17.95 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 2,291 | 15.88 | 2,492 | 23.44 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 4,261 | 0.54 | 4,432 | 5.88 | ||||
| 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 | 68,559 | 7.54 | 74,562 | 14.53 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 73 | 4.29 | 76 | 8.70 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 207 | 215 | ||||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 63 | 293.75 | 66 | 333.33 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 716 | 7.19 | 745 | 13.05 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 710 | 739 | ||||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 27,444 | 1.48 | 29 | 7.69 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 2,344 | 19.05 | 2,438 | 25.30 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 1,677 | 97.29 | 1,744 | 107.87 | ||||
| 2025-08-22 | NP | FFNHX - 工业投资组合初始类 | 3,264 | 6.53 | 3,395 | 12.19 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 2,674 | 4.33 | 2,782 | 9.88 | ||||
| 2025-08-06 | 13F | TKG 顾问有限责任公司 | 499 | 99.60 | 519 | 110.98 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 1,632 | 2.38 | 1,698 | 7.81 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 101 | 4.12 | 105 | 10.53 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 8,772 | 556.10 | 8,985 | 556.32 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 10,491 | 41.81 | 10,913 | 49.35 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,757 | 68.68 | 5,989 | 72.17 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 42,900 | 54.87 | 0 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 9,200 | 10.84 | 9,570 | 16.74 | |||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 496 | 43.77 | 516 | 51.47 | ||||
| 2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 6,595 | 585.55 | 6,860 | 760.73 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 25,500 | 4.51 | 22,598 | 1.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 526 | 4.16 | 547 | 9.84 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 50 | 8.70 | 49 | 2.08 | ||||
| 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 | 4,188 | 15.18 | 4,290 | 11.03 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 7,966 | 0.95 | 8,287 | 6.31 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 608 | 0.50 | 632 | 5.86 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 16 | 17 | ||||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 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 | 3,225 | 9.66 | 3,355 | 15.46 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 1,093 | 19.32 | 1,137 | 25.66 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 1,048 | 2.85 | 1,090 | 8.35 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 301 | 38.07 | 313 | 45.58 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 12,360 | 7.55 | 12,857 | 13.26 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 3,278 | 16.20 | 3,410 | 22.36 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 1,128 | 4.93 | 1,227 | 11.76 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 27,421 | 4.64 | 28,524 | 10.20 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 119 | 101.69 | 124 | 112.07 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 9,391 | 10.73 | 9,769 | 16.60 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 7,474 | 54.23 | 7,775 | 62.40 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -20 | -21 | |||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 7 | 7 | ||||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 7,134 | 3.17 | 7,421 | 8.65 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 1,177 | 0.26 | 1,230 | 4.77 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 361 | 117.47 | 370 | 109.66 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 88,014 | 11.59 | 92 | 18.18 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 645 | 7.68 | 671 | 13.54 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 2,982 | 3.54 | 3,054 | -0.20 | ||||
| 2025-08-08 | 13F | 托巴姆 | 40 | 3,900.00 | 0 | |||||
| 2025-07-28 | 13F | 交换资本合作伙伴有限责任公司 | 73 | 294 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 63 | 66 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,648 | 19.94 | 1,714 | 26.33 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 389 | 6.87 | 405 | 12.53 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 128 | 2.40 | 133 | 8.13 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 10,019 | 18.58 | 10 | 25.00 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 1,826 | 7.73 | 1,899 | 13.44 | ||||
| 2025-08-14 | 13F | Xponance公司 | 11,450 | 14.63 | 11,911 | 20.71 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 93,633 | 7.74 | 97,442 | 13.48 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 1,184 | 11.80 | 1,213 | 7.73 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 277 | 2.97 | 288 | 8.68 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 13,693 | 3.02 | 14,244 | 8.49 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 3,159 | 41.34 | 3,287 | 48.89 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 56 | 166.67 | 61 | 185.71 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 2 | |||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 533 | 555 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 22,430 | 2.75 | 23,333 | 8.20 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 276 | 287 | ||||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 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 | 47,247 | 29.02 | 51,384 | 37.41 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 3,017 | 14.89 | 3,138 | 20.97 | ||||
| 2025-08-28 | NP | CIPMX - CHAMPLAIN 中型股基金顾问股票 | 51,000 | 19.34 | 53,052 | 25.67 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 290 | 0 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 1,580 | 0.77 | 1,644 | 6.14 | ||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 7,040 | 6.02 | 7,211 | 2.20 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 31 | 3.33 | 32 | 10.34 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 46,650 | 65.43 | 48,527 | 74.21 | ||||
| 2025-03-28 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 18,238 | 19,381 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 2,306 | 11.94 | 2,508 | 19.21 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 64 | 1.59 | 70 | 7.81 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 19 | 20 | ||||||
| 2025-08-27 | NP | LQPE - PEO AlphaQuest(TM) 主题 PE ETF | 153 | 104.00 | 159 | 114.86 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 76,206 | 37.49 | 78,310 | 44.65 | ||||
| 2025-06-26 | NP | FCLAX - 富达顾问工业基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,500 | 4.94 | 8,707 | 1.15 | ||||
| 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 | 8,379 | 2.01 | 8,716 | 7.42 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 141,781 | 37.32 | 147,486 | 44.61 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 2,989 | 1,358.05 | 3,062 | 1,310.60 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,465,582 | 7.07 | 1,524,557 | 12.75 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 7,062 | 4.61 | 7,346 | 10.17 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 107,175 | 2.75 | 111,488 | 8.20 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 453 | 12.69 | 471 | 18.64 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 6,643 | 59.88 | 6,910 | 68.37 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 3,800 | 111.11 | 3,953 | 122.27 | |||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 42,843 | 0.45 | 44,567 | 5.78 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 1,521 | 0.53 | 1,582 | 5.89 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 397 | 413 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 11 | 175.00 | 11 | 266.67 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 961 | 114.99 | 1,000 | 126.53 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,911 | 9.32 | 1,957 | 5.39 | ||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 15,880 | 0.36 | 16,519 | 5.69 | ||||
| 2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 14,461 | 15,043 | ||||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 2,261 | 7.98 | 2,352 | 13.68 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 1 | 1 | ||||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 825 | 3.00 | 815 | -3.55 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 139 | 145 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 8,318 | 11.62 | 8,520 | 7.59 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 357 | 23.53 | 371 | 30.18 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 237 | 31.67 | 258 | 40.44 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 1 | 1 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 20,816 | 21,654 | ||||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 1,709 | 29.96 | 1,751 | 25.27 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 1,701 | 3.97 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 20,691 | 3.91 | 22 | 10.53 | ||||
| 2025-08-13 | 13F | 法国集团 | 3,213 | 20.38 | 3,328 | 26.31 | ||||
| 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 | 15,157 | 16.08 | 15,767 | 22.24 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 508 | 9.25 | 552 | 16.46 | ||||
| 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 | 98,161 | 0.61 | 100,547 | -3.02 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 60 | 62 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 2,189 | 2,277 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 108 | 125.00 | 117 | 138.78 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 2,120 | 3.47 | 2,205 | 8.94 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 258 | 1.57 | 268 | 7.20 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 3,372 | 1.87 | 3,508 | 7.28 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 300 | 312 | ||||||
| 2025-08-12 | 13F | 中心财富管理 | 481 | 0.63 | 457 | -3.18 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 19,677 | 235.84 | 20,469 | 253.69 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 3,550 | 3.80 | 3,693 | 9.30 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 417 | 21.22 | 434 | 27.73 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 701,075 | 20.14 | 729,286 | 26.51 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 18,769 | 3.85 | 19,225 | 0.10 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 4,297 | 4,470 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 16 | 17 | ||||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 171 | 4.91 | 178 | 9.94 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 5,976 | 6.07 | 6,216 | 11.70 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 1,985 | 18.79 | 2,065 | 25.15 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 20,000 | 20,805 | |||||
| 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 | 984 | 5.92 | 1,024 | 11.56 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,273 | 0.08 | 1,324 | 5.41 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 2,843 | 3.49 | 2,957 | 8.99 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 2,129 | 7.04 | 2,215 | 12.73 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 548 | 130.25 | 578 | 144.49 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 16,121 | 3.12 | 16,770 | 8.59 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 23 | 27.78 | 0 | |||||
| 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 | 2,180 | 7.55 | 2,268 | 13.24 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 192 | 146.15 | 197 | 139.02 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 4,695 | 3.87 | 4,884 | 9.39 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 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 | 24,188 | 11.21 | 24,776 | 7.20 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 134 | 11.67 | 137 | 7.87 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 1,786 | 0.85 | 1,858 | 6.17 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 21,530 | 16.42 | 22,396 | 22.60 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 13,146 | 8.18 | 14,297 | 15.21 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 402 | 43.57 | 419 | 50.90 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 260 | 7.88 | 271 | 13.45 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 2,173 | 2.07 | 2,260 | 7.47 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 2,533 | 41.27 | 2,755 | 50.41 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 113 | 0 | ||||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 232 | 241 | ||||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 617 | 29.35 | 642 | 36.09 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 3,584 | 0.17 | 3,728 | 5.49 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 1,130 | 1,175 | ||||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 5,560 | 4.37 | 5,784 | 9.90 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 746 | 1.36 | 776 | 6.74 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 7,477 | 61.42 | 7,778 | 69.99 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 1,365 | 8.76 | 1,420 | 14.53 | ||||
| 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 | 12,553 | 5.16 | 13,652 | 11.99 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 249 | 13.18 | 255 | 9.44 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 1,654 | 94.82 | 1,721 | 105.01 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 4,761 | 1.41 | 5,009 | 7.33 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 1,337 | 53.86 | 1,391 | 62.00 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 1,163 | 89.72 | 1,210 | 99.83 | ||||
| 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 | 44,881 | 8.32 | 45,972 | 4.41 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 193 | 200 | ||||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 143,041 | 1.57 | 148,797 | 6.96 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 130 | 1.56 | 135 | 7.14 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 1,495 | 1.84 | 1,555 | 7.24 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 58,943 | 11,063.45 | 61,315 | 11,668.52 | ||||
| 2025-08-14 | 13F | 采石场LP | 212 | 221 | ||||||
| 2025-08-14 | 13F | 安盛公司 | 72,830 | 29.87 | 75,761 | 36.76 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 291 | 2.11 | 303 | 7.47 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,514 | 2.11 | 10,770 | -1.58 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 362 | 12.07 | 377 | 17.87 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 11,721 | 0.92 | 12,193 | 6.28 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -133 | -77.26 | -138 | -76.08 | |||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 102 | 6.25 | 106 | 12.77 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 371,847 | 9.82 | 386,810 | 15.65 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 4,654 | 0.93 | 4,841 | 6.30 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 600 | 624 | ||||||
| 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 | 44,571 | 3.92 | 48,474 | 10.68 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 10,685 | 4.98 | 11,115 | 10.54 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 462 | 1.32 | 502 | 7.96 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 744 | 3.77 | 778 | 9.13 | ||||
| 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 | 23,168 | 6.17 | 24,100 | 11.80 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 2,000 | 2,080 | ||||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 425 | 0.95 | 442 | 6.51 | ||||
| 2025-08-13 | 13F | 德布洛集团公司 | 9,500 | 76.58 | 9,882 | 85.96 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 220 | 1.85 | 229 | 7.04 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 2,800 | 2,880 | ||||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 3 | 3 | ||||||
| 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 | 1,935 | 2.54 | 1,982 | -1.15 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,287 | 22.75 | 5,750 | 30.72 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 537 | 21.77 | 559 | 28.28 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 27,114 | 11.27 | 27,773 | 7.26 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 790 | 12.70 | 822 | 18.64 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 290 | 21.85 | 302 | 28.09 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 6 | 6 | ||||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 279 | 49.20 | 290 | 57.61 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 2,860 | 0.25 | 2,930 | -3.37 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 7,516 | 1.06 | 7,699 | -2.59 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 1,271 | 0.71 | 1,322 | 6.10 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 2,309 | 0.30 | 2,402 | 5.63 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 7 | 40.00 | 7 | 50.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 2,814 | 6.03 | 3,060 | 12.92 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 120,996 | 125,865 | ||||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 24,346 | 1 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 284 | 41.29 | 295 | 48.99 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 6 | 6 | ||||||
| 2025-08-12 | 13F | MWA资产管理 | 1,770 | 1.37 | 1,841 | 6.73 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 4,500 | 27.12 | 4,681 | 33.90 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 364 | 70.89 | 379 | 80.00 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,864 | 14.71 | 1,939 | 20.81 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 47,858 | 10.32 | 49,784 | 16.17 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 392 | 8.59 | 408 | 14.33 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 82,003 | 0.06 | 85,303 | 5.37 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 1,450 | 2.98 | 1,508 | 8.49 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 3,802 | 1.44 | 3,955 | 6.81 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 613 | 5.15 | 638 | 10.78 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 574 | 1.23 | 597 | 6.80 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145,253 | 10.87 | 148,784 | 6.87 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 10,457 | 37.03 | 10,878 | 44.30 | ||||
| 2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 19 | 19 | ||||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 1,366 | 0.37 | 1,412 | 5.06 | ||||
| 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 | 63,807 | 8.98 | 69,394 | 16.06 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 5,627,273 | 4.43 | 5,853,714 | 9.97 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -13 | -14 | |||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 769 | 0.39 | 800 | 5.69 | ||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 6,224 | 451.28 | 6,474 | 480.63 | ||||
| 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 | 5 | 66.67 | 5 | 66.67 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 1,656 | 0.18 | 1,636 | -6.14 | ||||
| 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 | 2,889 | 7.00 | 2,959 | 3.14 | ||||
| 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 | 3 | 50.00 | 3 | 50.00 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 156 | 6.12 | 170 | 12.67 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 93,786 | 1.13 | 97,560 | 6.50 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 35 | 9.38 | 35 | 3.03 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 1,083 | 270.89 | 1 | |||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 208 | 447.37 | 216 | 483.78 | ||||
| 2025-04-18 | NP | QGRO - American Century STOXX 美国优质增长 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 | 934 | 21.93 | 954 | 3.25 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 300 | 312 | ||||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 350 | 1.74 | 364 | 7.37 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 13,384 | 1.49 | 13,922 | 6.88 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 200 | 208 | ||||||
| 2025-08-14 | 13F | FIL有限公司 | 211,450 | 10.22 | 219,959 | 16.07 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 1,208 | 1.77 | 1,257 | 7.17 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 2 | 2 | ||||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 201 | 209 | ||||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 370 | 0.54 | 366 | -5.68 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 56,282 | 3.35 | 58,547 | 8.83 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 4,259 | 9.68 | 4,431 | 15.48 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 274 | 31.10 | 285 | 38.35 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 519 | 4.85 | 540 | 10.45 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 509,808 | 3.12 | 530,323 | 8.59 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 323 | 5.56 | 336 | 11.26 | ||||
| 2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 1,532 | 15.89 | 1,666 | 23.41 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 1,161 | 12.28 | 1,263 | 19.62 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 1,195 | 57.65 | 1,243 | 66.18 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 1,518 | 79.01 | 1,579 | 88.65 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 45,728 | 10.97 | 47,561 | 16.86 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 800 | 2.30 | 754 | -2.33 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 14,368 | 1.49 | 14,946 | 6.88 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 20,101 | 20,910 | ||||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 95 | 115.91 | 97 | 110.87 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 177 | 51.28 | 185 | 58.62 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 860 | 8.86 | 895 | 14.62 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 385 | 5.21 | ||||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 296 | 3.50 | 308 | 8.87 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 195 | 203 | ||||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 6,991 | 7,603 | ||||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 7,219 | 7,509 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 85 | 4.94 | 88 | 10.00 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 241,997 | 17.14 | 252 | 23.04 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 1,309 | 13.24 | 1,341 | 9.12 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2,113 | 1.59 | 2,198 | 7.01 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 2,296 | 4.41 | 2,388 | 9.94 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 605 | 19.57 | 629 | 25.85 | ||||
| 2025-07-14 | 13F | 哈林顿投资公司 | 1,668 | 0.12 | 1,735 | 5.47 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 215 | 0.94 | 224 | 6.19 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 192 | 202 | ||||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 732 | 0.41 | 761 | 5.69 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 5,589 | 5.00 | 5,814 | 10.56 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 4,974 | 0.18 | 5 | 25.00 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 6,283 | 6,536 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 306,043 | 14.70 | 318,358 | 20.79 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 1,135 | 13.84 | 1,181 | 19.92 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 9,479 | 5.03 | 9,958 | 11.33 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 1,993 | 0.15 | 2,114 | 5.49 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 197 | 205 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 6,014 | 15.03 | 6,256 | 21.15 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 2,885 | 3 | ||||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 4,687 | 5.11 | 4,876 | 10.69 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 220 | 229 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 11,926 | 7.72 | 12,216 | 3.83 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 221 | 3.76 | 218 | -2.68 | ||||
| 2025-08-29 | NP | FTHMX - FullerThaler 行为中型股票基金机构股票 | 2,001 | 30.70 | 2,082 | 37.63 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 12,323 | 1.41 | 12,819 | 6.78 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 2,216 | 2,322 | ||||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 4,939 | 0.04 | 5,137 | 5.33 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 471 | 23.95 | 482 | 19.60 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 8,932 | 2.19 | 9,291 | 7.61 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 1,297 | 36.10 | 1,349 | 43.36 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 113 | 1.80 | 118 | 7.34 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 10 | 10 | ||||||
| 2025-07-18 | 13F | 美国金融组合公司 | 341 | 102.98 | 355 | 114.55 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 4,698 | 8.67 | 4,812 | 4.77 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 3,740 | 2.89 | 3,890 | 8.36 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 7,625 | 19.35 | 7,932 | 25.67 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,195 | 6.86 | 16,847 | 12.53 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 727 | 14.49 | 756 | 20.57 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 3,245 | 1.25 | 3,376 | 6.60 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 1,835 | 5.40 | 1,909 | 0.79 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 899 | 15.40 | 978 | 22.89 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,005 | 55.81 | 1,045 | 64.05 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 30 | 100.00 | 31 | 121.43 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 742 | 0.95 | 771 | 6.34 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 202 | 210 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 5,760 | 11.50 | 6,264 | 18.75 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 49 | 44.12 | 50 | 38.89 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 3,700 | 3,849 | |||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 674 | 7.84 | 733 | 14.89 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,882 | 31.98 | 1,928 | 27.19 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 325 | 0.93 | 321 | -5.31 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 500 | 138.10 | 520 | 151.21 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 46 | 48.39 | 48 | 56.67 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 229 | 143.62 | 238 | 158.70 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 590 | 54.86 | 613 | 63.47 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 3,024 | 3,146 | ||||||
| 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 | 29 | 7.41 | 32 | 14.81 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 1,363 | 2.95 | 1,418 | 8.42 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 153,889 | 4.64 | 160,081 | 10.19 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,464 | 20.10 | 1,523 | 26.41 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 1,886 | 19.82 | 1,962 | 26.17 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 1,448 | 51.15 | 1,506 | 89.91 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 249 | 2.89 | 259 | 8.37 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 26 | 136.36 | 27 | 170.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 3,370 | 1.26 | 3,506 | 6.63 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 5,159 | 94.75 | 5,097 | 82.52 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 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 | 2,166 | 37.61 | 2,219 | 32.66 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 59 | 3.51 | 64 | 10.34 | ||||
| 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 | 16,743 | 2.91 | 18,209 | 9.59 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 515 | 41.10 | 535 | 48.61 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 54,048 | 10.14 | 56,223 | 15.98 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 428 | 0.71 | 445 | 6.21 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 580,805 | 4.17 | 604,179 | 9.69 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 46,772 | 6.15 | 50,867 | 13.05 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 11,001 | 0.60 | 11,444 | 5.94 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 97,519 | 33.78 | 101,444 | 40.88 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 45 | 650.00 | 47 | 820.00 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 2,078 | 2,162 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 969 | 23.44 | 1,008 | 29.94 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 489 | 509 | ||||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 31,400 | 37.72 | 32,664 | 45.03 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 2,238 | 16.20 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 2,594 | 5.96 | 2,699 | 11.58 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 195 | 10.80 | 203 | 16.76 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 37 | 19.35 | 38 | 26.67 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 1,294 | 13.11 | 1,278 | 6.06 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 2,227 | 2,317 | ||||||
| 2025-08-13 | 13F | Algebris（英国）有限公司 | 643 | 71.01 | 668 | 94.46 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 308 | 2.67 | 315 | -0.94 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 1,667 | 24.87 | 1,734 | 31.56 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 313 | 3.30 | 326 | 8.70 | ||||
| 2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 10,368 | 4.80 | 10,785 | 10.37 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 442 | 45.39 | 460 | 53.00 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 22,422 | 4.22 | 23,324 | 9.75 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 78,124 | 92.80 | 81,268 | 103.03 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 338 | 3.68 | 352 | 9.01 | ||||
| 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 | 559,139 | 0.74 | 608,097 | 7.28 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 3 | 50.00 | 3 | 200.00 | ||||
| 2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 7,526 | 7,829 | ||||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 964 | 5.59 | 981 | 29.63 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 203 | 211 | ||||||
| 2025-04-10 | 13F | 联合消化控股公司 | 15,359 | 1,743.82 | 15,154 | 1,625.97 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 229 | 0.44 | 238 | 5.80 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 409 | 4.07 | 425 | 9.54 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 24 | 50.00 | 25 | 60.00 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 3,088 | 11.00 | 3,358 | 18.20 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 4,037 | 60.64 | 3,936 | 51.21 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 2,031 | 2.37 | 2,080 | -1.33 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 204 | 212 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 11,882 | 30.83 | 12 | 50.00 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 211 | 3.94 | 216 | 0.47 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 22,042 | 33.65 | 22,929 | 40.74 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 52,090 | 7.92 | 53,356 | 4.02 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,239 | 16.44 | 7,415 | 12.23 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 55 | 10.00 | 57 | 16.33 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 40,740 | 4.85 | 42,379 | 10.41 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,022 | 0.79 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 49,913 | 51,921 | ||||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 37,042 | 21.68 | 38,533 | 28.14 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 27,904 | 538.83 | 29,027 | 572.83 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum 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 | 14,735 | 34.47 | 15,048 | 13.92 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 805 | 13.54 | 1 | |||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 13,030 | 60.47 | 13,554 | 68.98 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 3,283 | 0.34 | 3,415 | 5.66 | ||||
| 2025-03-28 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级 | 100,638 | 38.91 | 106,945 | 33.08 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 5 | 25.00 | 5 | 66.67 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 249 | 259 | ||||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | Short | -18,460 | -19.57 | -18,909 | -22.47 | |||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 3,079 | 60.87 | 3 | 200.00 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 484 | 7.32 | 496 | 3.34 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,214 | 37.45 | 37,671 | 44.74 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 239 | 248 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 3,879 | 4.53 | 3,973 | 0.76 | ||||
| 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 | 5,425 | 7.72 | 5,900 | 14.74 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 298 | 8.36 | 310 | 14.39 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 34,848 | 96.96 | 36,250 | 107.42 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 1,300 | 62.50 | 1,352 | 71.14 | |||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 30,452 | 40.34 | 31,677 | 47.78 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 3,100 | 158.33 | 3,225 | 172.07 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 4,296 | 3.27 | 4,469 | 8.74 | ||||
| 2025-07-14 | 13F | 沙夫投资有限公司 | 2,285 | 8.76 | 2,377 | 14.55 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 961 | 4.80 | 1,000 | 10.39 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 6,649 | 15.61 | 6,917 | 21.74 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 683 | 0.44 | 710 | -0.98 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 3,475 | 3.18 | 4 | 0.00 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,056 | 9.89 | 1,148 | 17.02 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 104 | 52.94 | 92 | 48.39 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 19,422 | 3.96 | 20,204 | 9.48 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 1,622 | 14.47 | 1,602 | 7.23 | ||||
| 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 | 82,155 | 0.77 | 89,348 | 7.32 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,224 | 29.80 | 1,331 | 38.21 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,000 | 2.15 | 1,024 | -1.54 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 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 | 14,300 | 7.52 | 15,552 | 14.50 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 221 | 0.45 | 230 | 5.53 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 486 | 6.58 | 506 | 12.22 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 27,858 | 2.47 | 30,297 | 9.13 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 2,619 | 15.63 | 2,587 | 8.38 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 11,107 | 8.55 | 11,581 | 14.34 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 1,942 | 3.96 | 2 | 100.00 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 50,718 | 1.18 | 52,759 | 6.55 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 87 | 8.75 | 91 | 13.92 | ||||
| 2025-07-29 | NP | PJFM - PGIM Jennison 专注中型股 ETF | 126 | 137 | ||||||
| 2025-08-12 | 13F | NDVR 公司 | 252 | 3.70 | 262 | 9.17 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 313 | 46.95 | 340 | 56.68 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 28,289 | 4.30 | 28,977 | 0.53 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 3,017 | 3,138 | ||||||
| 2025-07-10 | 13F | 瑞典银行 | 158,476 | 0.12 | 164,853 | 5.43 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 463 | 11.57 | 482 | 17.60 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 320 | 15.52 | 333 | 21.61 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 1,487 | 7.21 | 1,617 | 14.19 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 8,300 | 48.21 | 8,634 | 56.08 | |||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 5,018 | 2.45 | 5,220 | 7.88 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 39 | 30.00 | 41 | 37.93 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 156 | 26.83 | 162 | 33.88 | ||||
| 2025-08-07 | 13F | 商业银行 | 6,422 | 0.77 | 6,680 | 6.12 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 3,800 | 111.11 | 3,953 | 122.27 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 600 | 100.00 | 624 | 110.81 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 23,228 | 24,163 | ||||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 1,058 | 1,101 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 2,400 | 118.18 | 2,497 | 129.83 | |||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 375 | 6.53 | 408 | 17.63 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 18,795 | 52.95 | 19,551 | 61.07 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 393 | 427 | ||||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 2,019 | 0.40 | 2,196 | 6.92 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 200 | 208 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 4,280 | 114.64 | 4,442 | 126.01 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 247 | 5.56 | 257 | 11.26 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 196 | 204 | ||||||
| 2025-08-27 | NP | HWAY - 主题美国基础设施 ETF | 40 | 11.11 | 42 | 17.14 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 200 | 208 | ||||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 157 | 2.61 | 163 | 7.95 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 526 | 89.89 | 547 | 100.37 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 39 | 875.00 | 41 | 1,233.33 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 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 | 58,897 | 3.26 | 61,267 | 8.75 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 4,017 | 37.24 | 4,178 | 44.52 | ||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 7,904 | 175.98 | 8,222 | 190.63 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 283 | 5.20 | 294 | 10.94 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 45,610 | 15.97 | 47,445 | 23.42 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 14 | 55.56 | 14 | 75.00 | ||||
| 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 | 595 | 5.68 | 647 | 12.72 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 259 | 1.57 | 269 | 7.17 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 28 | 7.69 | 30 | 15.38 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 215 | 5.39 | 224 | 10.95 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 246,388 | 10.39 | 256,303 | 16.25 | ||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 5,573 | 5.13 | 5,797 | 10.70 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 501 | 521 | ||||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 710 | 0.14 | 739 | 5.43 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 6,659 | 5.66 | 7,242 | 12.54 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 716 | 745 | ||||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 221 | 230 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 31,800 | 135.56 | 33,080 | 148.06 | |||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 2,027 | 30.69 | 2,109 | 37.60 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 759 | 21.05 | 777 | 16.67 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 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 | 67 | 15.52 | 68 | -1.45 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 124 | 3.33 | 129 | 8.47 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 1,071 | 11.10 | 1,114 | 17.02 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 2,153 | 0.19 | 2,240 | 5.51 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 252 | 2,420.00 | 262 | 2,811.11 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 939 | 29.88 | 962 | 25.13 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 737 | 767 | ||||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 512 | 14.03 | 533 | 20.09 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 292 | 34.56 | 304 | 41.59 | ||||
| 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 | 464 | 0.65 | 505 | 7.23 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 7,809 | 290.45 | 8,123 | 311.29 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 31,991 | 2.25 | 33,278 | 7.67 | ||||
| 2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 200 | 208 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 355 | 6.29 | 369 | 12.16 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 18,126 | 17.13 | 18,855 | 23.35 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 6,393 | 5.51 | 6,650 | 11.11 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 17 | 18 | ||||||
| 2025-05-28 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 303 | 3.77 | 299 | -2.61 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 2,128 | 128.82 | 2,214 | 141.07 | ||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 2,561 | 0.16 | 2,664 | 5.42 | ||||
| 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 | 184 | 4.55 | 188 | 0.53 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 4,383 | 1.74 | 4,490 | -1.92 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 20,218 | 4.93 | 21,032 | 10.50 | ||||
| 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 | 195 | 9.55 | 200 | 5.29 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 124,154 | 13.20 | 129,150 | 19.21 | ||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 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 | 66,065 | 17.12 | 68,723 | 23.34 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 188 | 208.20 | 196 | 225.00 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 1,812 | 24.45 | 1,885 | 31.08 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 84 | 1.20 | 0 | |||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 473 | 514 | ||||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 62,966 | 155.44 | 65,500 | 168.99 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 10,721 | 5.78 | 11,152 | 11.40 | ||||
| 2025-03-31 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级 | 827 | 37.60 | 879 | 31.83 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 217 | 0.46 | 226 | 5.63 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 19,712 | 7.81 | 20,455 | 13.56 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 314 | 17.16 | 327 | 23.48 | ||||
| 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 | 2 | 100.00 | 2 | 100.00 | ||||
| 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 | 4,446 | 5.28 | 4,554 | 1.49 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 3,727 | 11.29 | 3,877 | 18.42 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 30,253 | 10.10 | 31,470 | 15.95 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 3 | 50.00 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 41,388 | 11.64 | 43,051 | 17.55 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 1,226 | 1,275 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 70,016 | 5.63 | 72,834 | 11.90 | ||||
| 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 | 13,284 | 0.43 | 13,607 | -3.19 | ||||
| 2025-08-11 | NP | VOLMX - 容量基金 | 450 | 468 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 7 | 7 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 778 | 2.37 | 809 | 7.87 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 185 | 26.71 | 189 | 21.94 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 9,182 | 19.48 | 9,553 | 25.85 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 331 | 1.85 | 344 | 7.17 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 231 | 240 | ||||||
| 2025-05-30 | NP | DIAMX - 钻石山多空基金 A 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 202 | 210 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 348 | 35.94 | 362 | 43.65 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 1,246 | 11.65 | 1,296 | 17.60 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 4 | 100.00 | 4 | 300.00 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 511 | 1.19 | 556 | 7.77 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 519 | 2.57 | 540 | 8.02 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 1,143 | 0.35 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 217 | 226 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 4,956 | 5,155 | ||||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 488 | 0.21 | 507 | 5.41 | ||||
| 2025-08-14 | 13F | TT资本管理有限公司 | 372 | 387 | ||||||
| 2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 2,304 | 192.02 | 2,397 | 207.57 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 617 | 1.31 | 642 | 6.66 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 25,866 | 2.63 | 27 | 8.33 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 694 | 722 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 257 | 25.37 | 267 | 32.18 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 11,427 | 8.96 | 11,705 | 5.03 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 14 | 27.27 | 0 | |||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 637 | 8.89 | 663 | 14.73 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 5,824 | 6,058 | ||||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 6,513 | 2.42 | 6,775 | 7.86 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 45 | 45.16 | 49 | 54.84 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 2,965 | 5.10 | 3,151 | 14.34 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 7 | 16.67 | 7 | 40.00 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 356 | 1.14 | 370 | 6.34 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 451 | 31.87 | 469 | 39.17 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 10,898 | 12.94 | 11,337 | 18.94 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 4,002 | 66.33 | 4,163 | 75.17 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 135,901 | 1.00 | 141,229 | 6.47 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 231 | 240 | ||||||
| 2025-07-29 | 13F | BKM 财富管理有限责任公司 | 1,641 | 7.96 | 1,707 | 13.72 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 262 | 43.96 | 268 | 38.86 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 1,167 | 2.91 | 1,214 | 8.39 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 92,937 | 17.62 | 96,677 | 23.86 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 25 | 316.67 | 26 | 420.00 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 1,370 | 0.74 | 1,403 | -2.91 | ||||
| 2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 5 | 5 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 6,341 | 1.26 | 6,596 | 6.65 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 9,382 | 9,760 | ||||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋精选中型股增长 VCT 投资组合 I 类 | 2,034 | 10.97 | 2,116 | 16.85 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 747 | 0.27 | 778 | 5.71 | ||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 68,434 | 67,601 | ||||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 595 | 10.19 | 619 | 15.95 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 469 | 3.08 | 488 | 8.46 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 9,400 | 6.15 | 9,778 | 11.79 | ||||
| 2025-07-28 | NP | NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 162,140 | 7.31 | 176,337 | 14.29 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 80,901 | 8.17 | 84,156 | 13.91 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 208,723 | 1.79 | 213,797 | -1.88 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 346 | 0.58 | 360 | 6.19 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 367 | 4.56 | 382 | 10.12 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 1,280 | 1.19 | 1,331 | 6.57 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 95 | 11.76 | 99 | 18.07 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 2,411 | 2,508 | ||||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 512 | 23.37 | 533 | 29.76 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 1 | 1 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 2,448 | 2,547 | ||||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 211 | 219 | ||||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 32,210 | 0.24 | 33,506 | 5.56 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 447 | 30.32 | 465 | 37.28 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 17,177 | 4.88 | 18 | 6.25 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 686 | 20.14 | 703 | 15.84 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 34,580 | 0.88 | 35,971 | 6.23 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 227 | 236 | ||||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 484 | 2.98 | 496 | -0.80 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 14,263 | 2.85 | 14,837 | 8.31 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 145 | 530.43 | 158 | 582.61 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 20,884 | 4.67 | 21,392 | 0.89 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 138,600 | 12.05 | 144,177 | 17.99 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 1,059 | 1,102 | ||||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145,190 | 5.76 | 148,720 | 1.94 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 8,138 | 6.55 | 8,465 | 12.19 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 483 | 1 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -5,589 | -13.35 | -5,814 | -8.76 | |||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 225 | 8.70 | 234 | 14.78 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 53,253 | 4.83 | 55,396 | 10.39 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,265 | 91.09 | 1,316 | 101.38 | ||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 256 | -235.45 | 266 | -243.01 | ||||
| 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 | 433 | 89.08 | 471 | 101.72 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 14,182 | 1.96 | 14,682 | 4.12 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,781 | 4,041.86 | 1,824 | 3,953.33 | ||||
| 2025-08-13 | 13F | 挪威银行 | 516,146 | 536,916 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 2,010 | 34.36 | 2,091 | 41.50 | ||||
| 2025-03-27 | NP | TLARX - Transamerica 大核心 R | 659 | 700 | ||||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 5,861 | 7.70 | 6,097 | 13.41 | ||||
| 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 | 5,787 | 13.12 | 6,294 | 20.46 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 477 | 0.85 | 496 | 6.21 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 42,311 | 0.43 | 44 | 7.32 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 7,341 | 7.59 | 8 | 16.67 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 420,019 | 0.95 | 436,893 | 6.31 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 310,439 | 1.18 | 322,931 | 6.54 | ||||
| 2025-07-28 | NP | TMDV - ProShares Russell 美国股息增长者 ETF ProShares Russell 美国股息增长者 ETF | 69 | 4.55 | 75 | 11.94 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 383 | 19.69 | 398 | 25.95 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 85,751 | 29.04 | 89,202 | 35.88 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 10,863 | 5.93 | 11,300 | 11.55 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 5,537 | 5,672 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 2,211 | 2,300 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 9 | 50.00 | 9 | 80.00 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 46 | 21.05 | 48 | 27.03 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 404 | 1.00 | 420 | 6.33 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 2 | 2 | ||||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 15,166 | 14.00 | 15,776 | 20.04 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 6 | 6 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 8,531 | 199.23 | 8,874 | 215.13 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 715 | 10.68 | 744 | 16.46 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 60 | 361.54 | 62 | 376.92 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 6,717 | 5.91 | 6,987 | 11.54 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 56,303 | 57.01 | 58,569 | 65.34 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 1,156 | 26.89 | 1,203 | 33.70 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 41,925 | 6.79 | 45,596 | 13.73 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 2,800 | 12.00 | 2,868 | 7.98 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 4 | 4 | ||||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 903 | 72.00 | 939 | 81.27 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 240 | 6.67 | 250 | 12.16 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 365 | 380 | ||||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 285 | 13.10 | 296 | 19.35 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 7,800 | 9.86 | 8,114 | 15.69 | |||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 758 | 789 | ||||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 5,700 | 18.75 | 5,929 | 25.06 | |||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 4,794 | 105.22 | 4,987 | 116.12 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 7,790 | 927.70 | 8,103 | 983.29 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 8,989 | 8.04 | 9,351 | 13.77 | ||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 236 | 14.56 | 245 | 20.69 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 2,942 | 429.14 | 3,027 | 458.30 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 183 | 3.98 | 190 | 9.83 | ||||
| 2025-06-25 | NP | KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income 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 | 52,630 | 12.74 | 53,909 | 8.67 | ||||
| 2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 5,320 | 34.55 | 5,534 | 41.69 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 24 | 25 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 29 | 52.63 | 30 | 66.67 | ||||
| 2025-08-28 | NP | IPDP - 股息执行者 ETF | 401 | 5.80 | 417 | 11.50 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 1,340 | 2.76 | 1,373 | -0.94 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 200 | 208 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 84,763 | 30.09 | 88,174 | 36.99 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 41,792 | 0.82 | 43,474 | 6.17 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 15,168 | 70.31 | 15,778 | 79.36 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 140,969 | 190.07 | 146,642 | 205.46 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 3,568 | 7.79 | 3,712 | 13.52 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 716 | 8.65 | 745 | 14.29 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 8,200 | 57.69 | 8,530 | 66.06 | |||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 267 | 3.89 | 290 | 10.69 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 141 | 0.71 | 147 | 5.80 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 556 | 2.96 | 578 | 8.44 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 1,879 | 1.95 | 1,925 | -1.74 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 1,583 | 1,647 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 10 | 10 | ||||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 698 | 66.59 | 726 | 75.79 | ||||
| 2025-08-05 | 13F | 摄政门资本有限责任公司 | 7,265 | 48.78 | 7,557 | 56.69 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 797 | 4.87 | 829 | 10.53 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 32,141 | 9.05 | 33,435 | 14.83 | ||||
| 2025-08-26 | NP | FTCS - First Trust Capital Strength 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 | 159,476 | 4.72 | 165,893 | 10.27 | ||||
| 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 | 134 | 21.82 | 137 | 18.10 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 845 | 879 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 946 | 8.74 | 984 | 14.55 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 2,630 | 779.60 | 2,736 | 1,063.83 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 31,000 | 32,247 | |||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 4 | 4 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 17 | 16 | ||||||
| 2025-08-07 | 13F | 半岛资产管理公司 | 6,017 | 0.52 | 6,259 | 5.85 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 67 | 272.22 | 70 | 305.88 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 2,724 | 6.78 | 2,963 | 13.70 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 106 | 110 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,801 | 0.84 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 1,757 | 0.63 | 1,828 | 5.97 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 1,288 | 2.63 | 1,340 | 8.07 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 2 | 100.00 | 2 | |||||
| 2025-07-31 | 13F | 卡迪尼亚有限公司 | 2,531 | 26.80 | 2,633 | 33.54 | ||||
| 2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 18,546 | 19,292 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / 伊利诺伊州 | 228 | 0.44 | 237 | 5.83 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 674 | 5.31 | 1 | |||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 239 | 11.68 | 0 | |||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 554 | 3.17 | 576 | 8.68 | ||||
| 2025-07-09 | 13F | 悍马财务咨询服务公司 | 3,366 | 0.48 | 3,501 | 5.80 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 1,438 | 113.99 | 1,496 | 125.49 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 194 | 202 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 216 | 225 | ||||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 1,007,273 | 7.78 | 1,047,806 | 13.49 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 5,007 | 1.01 | 5,208 | 6.37 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 40,383 | 0.04 | 42,010 | 5.35 | ||||
| 2025-08-04 | 13F | B&l 资产管理有限公司 | 200 | 208 | ||||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 1,191 | 1.97 | 1,239 | 7.46 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 1,909 | 0.26 | 1,986 | 5.59 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 2,179 | 1.73 | 2,267 | 7.14 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 1,607 | 1.20 | 1,671 | 6.50 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 587 | 9.51 | 611 | 15.31 | ||||
| 2025-08-12 | 13F | 马丁沃利集团 | 359 | 373 | ||||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 2,221 | 1.18 | 2 | 0.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 193 | 10.29 | 198 | 6.49 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 3,571 | 62.17 | 3,715 | 70.76 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 12,200 | 12,691 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 29,200 | 46.00 | 30,375 | 53.75 | |||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 13,375 | 5.51 | 13,913 | 11.12 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 11,900 | 12.26 | 12,379 | 18.22 | |||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 83,579 | 20.77 | 86,942 | 28.85 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 14,400 | 4.35 | 14,979 | 9.88 | |||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 1,711 | 14.60 | 1,861 | 22.05 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 1,164 | 4.86 | 1,192 | 1.10 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 1,364 | 2.10 | 1,419 | 7.51 | ||||
| 2025-05-19 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 2,074 | 2.67 | 2,049 | -3.80 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 720 | 749 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 1,652 | 51.98 | 1,718 | 50.04 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 263 | 274 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 1,167 | 10.83 | 1,201 | 16.94 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 3,255 | 2.81 | 3,383 | 8.19 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 250 | 55.28 | 247 | 45.56 | ||||
| 2025-08-06 | 13F | 金塞尔资本集团公司 | 7,690 | 9.87 | 7,999 | 15.71 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 1,240,641 | 0.75 | 1,290,564 | 6.09 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 24 | 25 | ||||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 988 | 1.65 | 1,027 | 6.98 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 2,679 | 11.30 | 2,787 | 17.21 | ||||
| 2025-08-08 | NP | QCGDX - 量化共同基金投资者类别股票 | 2,617 | 2,722 | ||||||
| 2025-08-14 | 13F | 曼氏集团 | 17,505 | 59.64 | 18,209 | 68.12 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 3,052 | 137.33 | 3,175 | 149.92 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 3 | 3 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 169 | 9.03 | 176 | 14.38 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 94 | 14.63 | 98 | 19.75 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 20,249 | 1.39 | 20,741 | -2.27 |
