机构和基金投资人持股 - 买家
在克罗格公司中开设新头寸的主要持有者包括 GQG 合作伙伴有限责任公司, VWELX - VANGUARD WELLINGTON 基金投资者股票, GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票, GQRRX - GQG PARTNERS 全球优质股票基金 R6 股, Jnl 系列信托 - Jnl/wmc 平衡基金 (a), Glenmede投资管理有限公司, CSM 顾问有限责任公司, VANGUARD 可变保险基金 - 平衡投资组合, HMVAX - 哈特福德中型股价值基金 A 类, JNL 系列信托 - JNL 多管理人美国精选股票基金 (A), 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF, HFCGX - 轩尼诗基石成长基金投资者类别, Perbak 资本合伙公司, 林肯可变保险产品信托 - LVIP 特拉华特殊机会基金标准类别, VSDA - VictoryShares 股息加速器 ETF, 乐天投资管理公司, 量化资本有限公司, NWAYX - 全国GQG美国优质股票基金鹰级, 瑞穗证券美国有限公司, 和 纪念碑资本管理公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 3,505 | 0.06 | 251 | 5.91 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 44,969 | 3,226 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 4,808,260 | 138.95 | 344,896 | 153.22 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 57,500 | 310.71 | 4,124 | 335.48 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 600,000 | 43,038 | |||||
| 2025-07-24 | NP | FGKFX - 富达成长公司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 | 527,103 | 138.36 | 35,964 | 150.90 | ||||
| 2025-03-27 | NP | NUDV - Nuveen ESG 股息 ETF | 2,088 | 31.82 | 129 | 45.45 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,380 | 9.93 | 171 | 16.44 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,775,719 | 55.45 | 127,373 | 64.73 | ||||
| 2025-08-28 | NP | XRT - SPDR(R) S&P(R) 零售 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 | 66,021 | 37.65 | 4,736 | 45.87 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 4,429 | 5.45 | 320 | 23.64 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 3,860 | 271.15 | 277 | 294.29 | ||||
| 2025-07-31 | 13F | 国民西敏寺集团有限公司 | 100,816 | 0.82 | 7,232 | 6.84 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 3,960 | 41.78 | 284 | 50.26 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 8,990 | 0.26 | 696 | 14.50 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 5,311 | 13.90 | 381 | 20.63 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 41 | 17.14 | 3 | 0.00 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 53,731 | 18.22 | 3,666 | 24.44 | ||||
| 2025-05-28 | NP | SAMT - STRATEGAS 宏观主题机会 ETF | 45,111 | 37.79 | 3,054 | 52.50 | ||||
| 2025-08-12 | 13F | 繁荣金融有限责任公司 | 43,621 | 28.67 | 3,129 | 36.36 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 5,189 | 382 | ||||||
| 2025-08-14 | 13F | 货币概念资本公司 | 27,490 | 49.11 | 1,972 | 58.06 | ||||
| 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 | 23,348 | 214.28 | 1,593 | 231.19 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 10,747 | 10.44 | 771 | 17.02 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 33,958 | 15.09 | 2,317 | 21.13 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 4,165 | 299 | ||||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 27,134 | 14.42 | 1,946 | 21.25 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 948 | 255.06 | 68 | 277.78 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 54,951 | 3.44 | 3,749 | 8.89 | ||||
| 2025-08-13 | 13F | 托德资产管理有限公司 | 938,413 | 60.32 | 67,312 | 69.89 | ||||
| 2025-08-21 | NP | FVALX - Forester 价值基金 N 级 | 1,700 | 36.00 | 122 | 44.05 | ||||
| 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 | 849,615 | 3.41 | 60,943 | 9.59 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 7,022 | 504 | ||||||
| 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 | 664 | 15.68 | 48 | 34.29 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 208,362 | 7.06 | 14,946 | 13.44 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 1,602 | 115 | ||||||
| 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 | 97,752 | 30.24 | 7,012 | 38.01 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 17,615 | 112.87 | 1,264 | 125.54 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 54,917 | 74.50 | 3,747 | 83.72 | ||||
| 2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 18,600 | 1,343 | ||||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 565,300 | 38,570 | ||||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 339,313 | 24 | ||||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 30 | 2 | ||||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 11,568 | 13.72 | 789 | 19.73 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 200 | 100.00 | 14 | 133.33 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 178,704 | 204.58 | 12,193 | 204.57 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 582 | 5.05 | 42 | 10.81 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 51,500 | 1,414.71 | 3,694 | 1,506.09 | |||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 8,976 | 644 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 123,200 | 30.65 | 8,837 | 38.45 | |||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,860 | 25.60 | 809 | 32.19 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 2,189 | 4.84 | 0 | |||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 50,384 | 23.47 | 3,599 | 32.13 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 263,100 | 18,872 | |||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 85,300 | 6,119 | |||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 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 | 300,174 | 21,531 | ||||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 25,798 | 644.53 | 1,850 | 725.89 | ||||
| 2025-07-17 | 13F | 凯恩投资集团有限公司 | 58,902 | 0.28 | 4 | 33.33 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 2,004 | 144 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 23,463 | 3.79 | 1,601 | 9.22 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 17,005 | 1.67 | 1,220 | 7.69 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 6,056 | 16.24 | 410 | 28.62 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 525 | 38 | ||||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 1,374,999 | 11.60 | 98,629 | 19.98 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 18,114 | 249.29 | 1,299 | 270.09 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 28,804 | 153.07 | 2,066 | 196.84 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 318 | 27.71 | 23 | 37.50 | ||||
| 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 | 8,398,774 | 0.75 | 573,048 | 6.05 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 23,966 | 2.57 | 1,719 | 8.73 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 143 | 10 | ||||||
| 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 | 835,466 | 28.26 | 57,004 | 35.01 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 49,543 | 5.78 | 3,554 | 12.08 | ||||
| 2025-08-25 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 6,690 | 480 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | Call | 90,000 | 38.46 | 6,456 | 46.74 | |||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 8,328 | 7.33 | 597 | 13.71 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 9,052 | 22.08 | 649 | 43.27 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 413 | 30 | ||||||
| 2025-08-08 | 13F | 创意策划 | 193,216 | 9.71 | 13,859 | 16.26 | ||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 5,968 | 428 | ||||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 13,418 | 962 | ||||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 1,131 | 23.47 | 0 | |||||
| 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 | 956,025 | 8.48 | 65,230 | 14.19 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 26,245 | 16.45 | 1,895 | 51.84 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 4,096 | 1.87 | 294 | 7.72 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 142 | 18.33 | 10 | 25.00 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 17,139 | 25.72 | 1,229 | 33.30 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 10,486 | 17.65 | 715 | 23.92 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 243,131 | 32.60 | 17,440 | 40.51 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 16,100 | 1,155 | |||||
| 2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 846 | 30.76 | 61 | 56.41 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 818,239 | 8.83 | 58,692 | 15.33 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 156,900 | 11,254 | |||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 4,159 | 15.62 | 282 | 56.98 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 18,673 | 7.41 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 25,600 | 1,836 | ||||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 11,356 | 815 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 413,364 | 34.30 | 28,865 | 38.55 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 28,889 | 6.64 | 2,072 | 13.04 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 22,717 | 1.42 | 1,629 | 7.45 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 190,100 | 8.63 | 13,636 | 15.11 | |||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 87,683 | 6 | ||||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 3,065 | 220 | ||||||
| 2025-08-14 | 13F | Synovus金融公司 | 16,296 | 2.15 | 1,169 | 8.34 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 6,690 | 480 | ||||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,867 | 1.47 | 134 | 7.26 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 2,651 | 780.73 | 190 | 850.00 | ||||
| 2025-08-22 | NP | 可变保险产品基金 IV - 必需消费品投资组合初始类别 | 15,500 | 1,112 | ||||||
| 2025-07-30 | 13F | 克鲁恩及合伙人有限公司 | 12,104 | 0.47 | 868 | 6.50 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 160,214 | 0.61 | 11,423 | 5.52 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 159,667 | 13.35 | 11,453 | 20.10 | ||||
| 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 | |||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 4,770 | 199.44 | 342 | 219.63 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 20,870 | 1.08 | 1,492 | 5.59 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 4,341 | 0.30 | 311 | 6.51 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 4,369 | 20.49 | 313 | 27.76 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 12,230 | 21.39 | 877 | 28.78 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 144 | 10 | ||||||
| 2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 957 | 69 | ||||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 253,425 | 55.20 | 18,178 | 64.48 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 10,143 | 21.79 | 728 | 29.13 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 107,479 | 56.95 | 7,709 | 66.32 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 2,843 | 204 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 1,070 | 77 | ||||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 75,061 | 38.24 | 5,384 | 46.50 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 6,502 | 466 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 4,884 | 0.80 | 350 | 7.03 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 3,237 | 0.19 | 232 | 6.42 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 10,556 | 48.57 | 757 | 57.71 | ||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 5,008 | 0.10 | 359 | 6.21 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 11,588 | 14.11 | 784 | 26.45 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 1,709 | 58.39 | 123 | 67.12 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 15,289 | 23.58 | 1,097 | 30.94 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 777,210 | 99.13 | 55,771 | 111.03 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 374,756 | 26.03 | 27 | 30.00 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 3,886 | 3.54 | 279 | 9.45 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 6,460 | 463 | ||||||
| 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 | 18,421 | 13.85 | 1,257 | 19.85 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 42,700 | 282.07 | 3,063 | 378.44 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 30,953 | 6.98 | 2,112 | 12.59 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 67,282 | 4,826 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 15,344 | 154.55 | 1,101 | 198.91 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 12,721 | 0.16 | 1 | |||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 99 | 8.79 | 7 | 16.67 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 2,956,142 | 2.92 | 212,044 | 9.06 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 63,176 | 1.45 | 4,562 | 18.84 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 9,898 | 1.06 | 707 | 9.78 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 351,763 | 3.17 | 25,232 | 9.32 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 6,568 | 3.01 | 471 | 9.28 | ||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 463,607 | 1.43 | 33,255 | 7.48 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 8,175 | 586 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 106,370 | 0.22 | 7,630 | 6.19 | ||||
| 2025-07-11 | 13F | 艾睿投资顾问有限公司 | 3,966 | 284 | ||||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 113,222 | 2.96 | 8,121 | 9.11 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 58,000 | 16.00 | 4,160 | 22.93 | |||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 16,604 | 42.11 | 1,191 | 50.76 | ||||
| 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 | 49,889 | 2.73 | 3,404 | 8.13 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,068 | 292 | ||||||
| 2025-08-13 | 13F | 资本分析师公司 | 1,855 | 251.99 | 0 | |||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,127 | 56.31 | 77 | 65.22 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 159,309 | 15.11 | 11 | 22.22 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 15,682 | 3.55 | 1,125 | 9.66 | ||||
| 2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 4,346 | 9.20 | 312 | 15.61 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 7,124 | 511 | ||||||
| 2025-07-10 | 13F | 巴德尔银行 | 9,725 | 695 | ||||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 2,902 | 208 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 331,300 | 88.24 | 23,764 | 99.48 | |||
| 2025-08-08 | 13F | 托巴姆 | 82,623 | 177.72 | 6 | 150.00 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 618,100 | 31.01 | 44,336 | 38.83 | |||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 7,624 | 0.59 | 547 | 6.43 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 57,471 | 13.47 | 4,122 | 20.25 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 24,859 | 0.47 | 1,783 | 6.51 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 2,476 | 4.08 | 178 | 9.94 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,869,081 | 28.02 | 134,069 | 35.66 | ||||
| 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 | 2,229,802 | 6.53 | 161,014 | 24.80 | ||||
| 2025-06-25 | NP | FSTA - 富达 MSCI 必需消费品指数 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 | 320,366 | 6.93 | 23,134 | 25.26 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 13,086 | 0.68 | 939 | 6.71 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 4,182 | 0 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 58,388 | 27.19 | 4,188 | 34.79 | ||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 4,760 | 8.33 | 344 | 27.04 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 8,500 | 610 | ||||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 11,186 | 0.04 | 802 | 6.08 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - Brighthouse/Artisan 中型价值投资组合 A 类 | 276,763 | 0.80 | 18,734 | 11.58 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 51 | 41.67 | 4 | 50.00 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 6,611 | 2.83 | 474 | 8.97 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 4,904 | 39.40 | 352 | 47.48 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 11,578 | 6.78 | 830 | 13.23 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 9,089 | 2.12 | 652 | 8.14 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 496 | 4.42 | 36 | 9.38 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 257 | 18 | ||||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 1,605 | 22.71 | 110 | 29.76 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 7,300 | 524 | ||||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 5,166 | 5.49 | 371 | 11.78 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 1,041,072 | 9.11 | 74,675 | 15.62 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 25,100 | 298.41 | 1,800 | 322.54 | |||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 500 | 36 | |||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,432,000 | 135.41 | 102,717 | 149.46 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 3,221 | 6.44 | 220 | 11.73 | ||||
| 2025-03-27 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 4,720 | 732.45 | 291 | 866.67 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 34,901 | 34.94 | 2,503 | 43.03 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 14,530 | 3.04 | 1 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,509 | 2.04 | 252 | 8.19 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 44,044 | 5.84 | 3,005 | 11.42 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 298,987 | 37.16 | 21,446 | 45.35 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 44,994 | 40.13 | 3,227 | 48.50 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 4,716 | 10.32 | 319 | 22.22 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 23,246 | 1,667 | ||||||
| 2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 18 | 1 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 5,689 | 0.02 | 408 | 5.97 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 351 | 25 | ||||||
| 2025-05-29 | NP | Harris Oakmark ETF Trust - Oakmark 美国大盘股 ETF | 80,527 | 265.19 | 5,451 | 304.30 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 50,600 | 64.29 | 3,630 | 74.14 | |||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 378,105 | 5.75 | 27,121 | 12.05 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 14,076 | 3.08 | 1,010 | 9.20 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 7,236 | 138.73 | 523 | 180.65 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 266,410 | 19.32 | 19,110 | 26.44 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 422,800 | 15.05 | 30 | 25.00 | |||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 117,940 | 290.43 | 8,460 | 313.85 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 17,696 | 35.64 | 1,269 | 43.71 | ||||
| 2025-08-14 | 13F | Hook Mill 资本合伙人有限合伙人 | 88,054 | 6,316 | ||||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 336,342 | 1.05 | 22,949 | 6.36 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 43,170 | 18.22 | 3 | 50.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 67,541 | 407.52 | 4,845 | 438.22 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 501,388 | 16.42 | 36 | 20.69 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 180,280 | 8.17 | 13,018 | 26.72 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 6,421 | 461 | ||||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 6,722 | 1,122.18 | 482 | 1,202.70 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 59,332 | 14.68 | 4,256 | 21.50 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 3,872 | 0 | ||||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 24,451 | 1.08 | 1,754 | 7.09 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 265,690 | 51.22 | 19,058 | 60.25 | ||||
| 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 | 238,042 | 21.86 | 17,075 | 29.13 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 159,628 | 11,450 | ||||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 185 | 0.54 | 13 | 8.33 | ||||
| 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 | 44,466 | 5.63 | 3,211 | 23.75 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 75,652 | 1,778.62 | 5,427 | 1,894.85 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 219,106 | 8.59 | 15,716 | 15.07 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 86,852 | 0.44 | 6,230 | 6.42 | ||||
| 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 | 668,743 | 2.66 | 45,628 | 8.06 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 562,713 | 0.24 | 40,363 | 6.23 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 9 | 1 | ||||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 48 | 29.73 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 66,205 | 32.43 | 4,747 | 42.35 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 4,247 | 1.77 | 305 | 7.80 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 4,251 | 3.08 | 305 | 8.96 | ||||
| 2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 14,555 | 993 | ||||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 51,550 | 88.39 | 4 | 200.00 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,841 | 1,867.58 | 4,436 | 1,991.98 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 9,862 | 99.84 | 1 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 545,600 | 303.55 | 39,136 | 327.66 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 272,000 | 291.37 | 19,511 | 314.75 | |||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 138,915 | 2,313.39 | 9,964 | 2,461.44 | ||||
| 2025-07-07 | 13F | 西联银行 | 14,010 | 1,005 | ||||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 4,560 | 35.96 | 311 | 43.32 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,434 | 175 | ||||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 2,920 | 21.77 | 211 | 42.86 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 10,152 | 0.10 | 728 | 6.12 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 1,642 | 107.59 | 119 | 145.83 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 33,951 | 7.90 | 2,435 | 14.37 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 3,411 | 2.77 | 245 | 8.93 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 16,910 | 5.90 | 1,221 | 24.09 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 4,387 | 42.20 | 315 | 50.96 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 245,084 | 83.63 | 17,580 | 94.59 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 25,222 | 685.49 | 1,809 | 733.64 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,829 | 203 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 50,105 | 0.02 | 3,594 | 5.99 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 13,073 | 18.21 | 938 | 25.27 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -396 | 11.24 | -28 | 40.00 | |||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 8,657 | 13.24 | 625 | 32.70 | ||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 54,854 | 2.23 | 3,935 | 8.31 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 114,595 | 1.06 | 8,275 | 18.39 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,056 | 5.38 | 793 | 11.69 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 25,153 | 1,795 | ||||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 47,425 | 2.28 | 3,402 | 8.38 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 88 | 44.26 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 113,233 | 280.70 | 8 | 300.00 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 23 | 2 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 686,200 | 51.78 | 49,221 | 60.84 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 1,150,400 | 3.17 | 82,518 | 9.32 | |||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 530 | 38 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 450,406 | 26.61 | 32,308 | 34.17 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 3,102 | 226 | ||||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 2,460,284 | 1.00 | 177,657 | 18.32 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,434,663 | 95.63 | 174,638 | 107.31 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 376,800 | 2.98 | 23,025 | 0.42 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 45,401 | 4.31 | 3,257 | 10.52 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 206,890 | 2.76 | 14,840 | 8.89 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 8,317 | 0.24 | 597 | 6.24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 508 | 36 | ||||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 88,830 | 0.58 | 6,372 | 6.57 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,347,712 | 0.57 | 96,671 | 6.57 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 11,781 | 7.01 | 845 | 13.42 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 149,576 | 10,206 | ||||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 127,329 | 7.47 | 9 | 12.50 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 84,101 | 2.34 | 6,033 | 8.45 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 4,000 | 287 | ||||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 3,283 | 0.27 | 235 | 6.33 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 108,778 | 49.30 | 7,803 | 58.22 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 37,154 | 14.96 | 2,665 | 21.86 | ||||
| 2025-08-01 | 13F | 财富观察顾问公司 | 2,740 | 281 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 143 | 10 | ||||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 11,700 | 1.74 | 839 | 7.84 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 3,600 | 258 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 6,808 | 8.39 | 472 | 5.13 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 742,602 | 53,267 | ||||||
| 2025-07-16 | 13F | 美国国家银行 | 69 | 762.50 | 5 | |||||
| 2025-08-08 | 13F | 安联保险 | 7,607 | 546 | ||||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,414 | 4.50 | 174 | 22.54 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 2,715 | 195 | ||||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 11,226 | 14.35 | 806 | 21.23 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,247,788 | 11.57 | 85,137 | 17.44 | ||||
| 2025-05-12 | 13F | 特雷诺资本管理公司 | Call | 0 | 0 | |||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 112,341 | 204.37 | 8,058 | 222.58 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 18,676 | 0.50 | 1,340 | 6.52 | ||||
| 2025-07-28 | NP | UGE - ProShares 超级消费品 | 2,872 | 97.93 | 196 | 107.45 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 7,530 | 0.01 | 540 | 6.09 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 28 | 2 | ||||||
| 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 | 3,323 | 83.19 | 238 | 95.08 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 42 | 3 | ||||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 76,667 | 8.55 | 5,190 | 20.14 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 200 | 14 | ||||||
| 2025-08-11 | 13F | 花旗集团 | Put | 1,630,000 | 123.29 | 116,920 | 136.62 | |||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 720,242 | 27.81 | 51,663 | 35.44 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 96,881 | 195.46 | 6,949 | 213.16 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 50,368 | 61.84 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 4,871 | 0.39 | 349 | 6.40 | ||||
| 2025-07-24 | 13F | 康宁公司 | 5,209 | 1.94 | 374 | 8.12 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 897,125 | 66.23 | 64,351 | 76.15 | ||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 40,366 | 44.78 | 2,732 | 60.33 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 29,237 | 2,097 | ||||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 1,310 | 0.15 | 0 | |||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -39,794 | -89.94 | -2,854 | -89.34 | |||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 3,414 | 11.02 | 245 | 17.31 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 371,327 | 2,419.01 | 26,635 | 2,571.51 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 12,789 | 917 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 147,368 | 9.20 | 10,641 | 27.93 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 3,488 | 0.66 | 250 | 6.84 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 608,669 | 1.54 | 43,952 | 18.95 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 30,414 | 30.35 | 2,182 | 38.13 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 57,200 | 4,103 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 6,667 | 4.70 | 478 | 10.90 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 43 | 152.94 | 3 | 200.00 | ||||
| 2025-08-06 | 13F | 泽文资产管理有限公司 | 203,416 | 0.53 | 15 | 7.69 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 11,136 | 5.23 | 804 | 23.31 | ||||
| 2025-08-11 | 13F | 信托银行 | 32,643 | 1.96 | 2,341 | 8.03 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 7,804 | 83.19 | 560 | 94.10 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 768 | 136.31 | 55 | 150.00 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 4,118 | 11.99 | 295 | 18.95 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 547 | 0.55 | 27 | -12.90 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 368,422 | 1.92 | 26 | 8.33 | ||||
| 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 | 103 | 5.10 | 7 | 40.00 | ||||
| 2025-03-26 | NP | NULC - Nuveen ESG 大盘 ETF | 3,515 | 30.96 | 217 | 44.97 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 42,947 | 0.26 | 3,101 | 17.46 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 196 | 133.33 | 14 | -93.72 | ||||
| 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 | 81,421 | 7.42 | 5,555 | 13.07 | ||||
| 2025-08-07 | 13F | 高效顾问有限责任公司 | 5,619 | 403 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 347 | 6,840.00 | 25 | |||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 4,437 | 9.91 | 318 | 16.48 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 3,366 | 2.19 | 241 | 8.56 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 1,827,358 | 194.94 | 124,681 | 210.46 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 8,771 | 51.64 | 629 | 60.87 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 5,862 | 33.44 | 420 | 41.41 | ||||
| 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 | 1,476,559 | 1.07 | 106,622 | 18.40 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 85,124 | 1.32 | 6,147 | 18.69 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 15,500 | 29.16 | 1,112 | 36.82 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 319,494 | 22.18 | 22,917 | 29.47 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 8,643 | 1.31 | 620 | 7.28 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 225,662 | 18.32 | 16,187 | 25.38 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 371,873 | 20.94 | 26,674 | 28.16 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 664,777 | 43.07 | 48 | 51.61 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 192 | 7.26 | 14 | 8.33 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 5,653 | 383 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 1,480 | 37.80 | 106 | 47.22 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 16,088 | 15.00 | 1,154 | 21.99 | ||||
| 2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 827,512 | 59,357 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 10,174 | 8.28 | 694 | 13.96 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 102,423 | 1,019.74 | 7,347 | 1,086.75 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 607 | 0.66 | 44 | 7.50 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 11,316 | 812 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 4,341 | 3.04 | 311 | 9.12 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 3,160,740 | 2.85 | 226,720 | 8.98 | ||||
| 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 | 32,398 | 2,339 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 43 | 3 | ||||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 120 | 9 | ||||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 3,710 | 0.05 | 266 | 6.40 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 21,899 | 103.03 | 1,571 | 115.07 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 12,631 | 906 | ||||||
| 2025-08-12 | 13F | 熵技术有限公司 | 9,300 | 667 | ||||||
| 2025-05-28 | NP | QCSCRX - 社会选择账户类别 R1 | 653,057 | 8.22 | 44,205 | 19.79 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 18,278 | 19.68 | 1,311 | 26.91 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 16,000 | 1,148 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 9,900 | 710 | |||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 3,437 | 1.45 | 247 | 7.42 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 61,650 | 4,422 | ||||||
| 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 | 39,871 | 0.61 | 2,720 | 5.92 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 120,092 | 1.45 | 8,614 | 7.51 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,733 | 2.06 | 124 | 8.77 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 168,718 | 18.36 | 12,102 | 25.44 | ||||
| 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 | 288,746 | 7.90 | 20,850 | 26.40 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 25,686 | 1,842 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,571 | 13.10 | 113 | 19.15 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 168,395 | 102.47 | 12,079 | 114.57 | ||||
| 2025-06-30 | NP | 两条路共享信托 - 安菲尔德美国股票板块轮动 ETF | 21,500 | 1,553 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 1,164,100 | 180.84 | 83,501 | 197.61 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,800 | 27,042.86 | 273 | |||||
| 2025-06-26 | NP | HFCGX - 轩尼诗基石成长基金投资者类别 | 103,362 | 7,464 | ||||||
| 2025-08-14 | 13F | 采石场LP | 818 | 897.56 | 59 | 1,060.00 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 408 | 2.51 | 0 | |||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,954,861 | 1.33 | 140 | 9.45 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 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 | 13,696 | 29.51 | 989 | 51.77 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 4,370 | 29.40 | 313 | 37.28 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 93 | 7 | ||||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 4,798 | 0.23 | 344 | 6.17 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 321,959 | 216.01 | 23 | 283.33 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 161 | 192.73 | 12 | 266.67 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 28,187 | 1.89 | 2,035 | 19.35 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 4,650 | 0.98 | 334 | 18.51 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 111 | 0.91 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 80,081 | 12.39 | 5,744 | 19.10 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 5,830 | 4,718.18 | 418 | 5,125.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 10,000 | 1.01 | 717 | 26.46 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 779 | 366.47 | 56 | 400.00 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 6,681 | 32.56 | 479 | 40.47 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 2,117 | 1.34 | 152 | 7.09 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 21,353 | 1.71 | 1,532 | 7.74 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 6,984 | 504 | ||||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 7,607 | 64.23 | 546 | 74.12 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：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 | 118,600 | 8,507 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 771,124 | 55,313 | ||||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,902 | 208 | ||||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 994 | 8.04 | 71 | 14.52 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 10 | 1 | ||||||
| 2025-07-29 | NP | VCSAX - 先锋消费必需品指数基金 Admiral Shares | 2,137,780 | 1.91 | 145,861 | 7.27 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 26,880 | 12.49 | 1,941 | 31.86 | ||||
| 2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 392 | 2.08 | 0 | |||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 8,868 | 4.67 | 623 | 7.97 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 23,236 | 1,667 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,931 | 10.31 | 212 | 29.45 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 8,064 | 1.12 | 578 | 7.24 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 69,552 | 1,336.43 | 4,989 | 1,425.38 | ||||
| 2025-08-14 | 13F | 量化资本有限公司 | 45,595 | 3,271 | ||||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 53,825 | 3,861 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 26,780 | 1,921 | ||||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 37,577 | 11.57 | 2,564 | 17.41 | ||||
| 2025-07-24 | 13F | 路易斯堡投资公司 | 85 | 6 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 223,272 | 25.97 | 16,015 | 33.49 | ||||
| 2025-07-24 | NP | FDFAX - 必需消费品产品组合 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 | 32,500 | 2,217 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 30,900 | 105.38 | 2,216 | 117.68 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 17,782 | 6.49 | 1,276 | 12.83 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 1,301,500 | 145.24 | 93,357 | 159.88 | |||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 199,550 | 0.43 | 14,410 | 17.65 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 1,704,900 | 13.67 | 122,292 | 20.45 | |||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 8,877 | 1.20 | 637 | 7.25 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 57,602 | 725.95 | 4,132 | 775.21 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 9,595 | 5.57 | 688 | 11.87 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 20,668 | 570.39 | 1,483 | 612.50 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 2,743,113 | 10.50 | 196,763 | 17.10 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 110,700 | 1,685.48 | 7,941 | 1,794.99 | |||
| 2025-07-09 | NP | Putnam ETF 信托 - Putnam 可持续领导者 ETF - | 170,651 | 36.28 | 11,644 | 43.46 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 29,796 | 11.69 | 2,137 | 18.39 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 41,400 | 1,117.65 | 2,970 | 1,190.87 | |||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 5,662 | 406 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 105 | 8 | ||||||
| 2025-08-13 | 13F | 财富探索公司 | 7,757 | 7.56 | 556 | 13.93 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 29,503 | 8.62 | 2,116 | 15.13 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 2,384 | 171 | ||||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 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 | 42,185 | 3,026 | ||||||
| 2025-07-25 | 13F | 霍布斯集团顾问有限责任公司 | 7,303 | 524 | ||||||
| 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 | 304,183 | 1.33 | 21,965 | 18.70 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 17,463 | 8.53 | 1,253 | 14.97 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 2,160 | 15,494 | |||||
| 2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 12,533 | 855 | ||||||
| 2025-07-30 | 13F | 汤森联合公司 | 193,543 | 189,648.04 | 13,831 | 460,900.00 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 3,884 | 277 | ||||||
| 2025-07-28 | 13F | 港口投资公司 | 7,478 | 15.22 | 536 | 22.10 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 20,321 | 1,458 | ||||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 154,286 | 0.38 | 10,527 | 5.65 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 351,540 | 0.76 | 23,986 | 6.06 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 84,327 | 2.40 | 5,952 | -0.98 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 34,763 | 4.86 | 2,494 | 11.10 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 6,638 | 1.53 | 476 | 7.69 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 3,988 | 1.99 | 286 | 8.33 | ||||
| 2025-07-23 | 13F | 独角鲸资本管理公司 | 10,503 | 753 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 5 | 0 | ||||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 44,647 | 23.09 | 3,224 | 44.21 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 17,920 | 11.67 | 1,223 | 17.50 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 3,098 | 224 | ||||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 81,600 | 5,853 | ||||||
| 2025-05-16 | 13F | 协调金融服务有限公司/CO | 4,628 | 1.65 | 313 | 37.89 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 8,762 | 180.38 | 628 | 199.05 | ||||
| 2025-08-19 | 13F | MRP 资本投资有限责任公司 | 900 | 24.14 | 65 | 30.61 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 173,962 | 8.49 | 12,562 | 27.10 | ||||
| 2025-08-29 | NP | FTHMX - FullerThaler 行为中型股票基金机构股票 | 42,670 | 15.87 | 3,061 | 22.79 | ||||
| 2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 2,929 | 200 | ||||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 7,996 | 2.55 | 574 | 8.73 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 58 | 23.40 | 4 | 33.33 | ||||
| 2025-07-25 | 13F | RHS 金融有限责任公司 | 6,061 | 3.45 | 435 | 9.60 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 6,242 | 448 | ||||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 2,758 | 198 | ||||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 15,611 | 3.97 | 1,120 | 10.14 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 50,046 | 2.40 | 3,590 | 8.49 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 3,247,519 | 27.07 | 233 | 34.88 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 1,733 | 0 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 27,607 | 9.51 | 1,980 | 16.06 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,800 | 38.46 | 0 | |||||
| 2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 184,547 | 8.09 | 13,326 | 26.64 | ||||
| 2025-08-26 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 1,453,200 | 27.37 | 104,238 | 34.98 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 28,817 | 6.41 | 2,067 | 12.77 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 1,466 | 62.17 | 105 | |||||
| 2025-08-27 | NP | FIUSX - 特拉华机会基金 A 类 | 36,700 | 2,632 | ||||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 3,859 | 7.58 | 261 | 19.18 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 208,900 | 25.39 | 14,984 | 32.87 | ||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 1,313,308 | 94,204 | ||||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,425,327 | 13.72 | 102,239 | 20.51 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 5,000 | 0.58 | 359 | 6.55 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 7,803 | 3.78 | 560 | 5.67 | ||||
| 2025-08-26 | NP | PGLOX - T. Rowe Price 全球消费者基金 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 | 6,255 | 45.97 | 449 | 54.48 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 66 | 5 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 113 | 8 | ||||||
| 2025-08-07 | 13F | 中西部信托公司 | 40,217 | 2,885 | ||||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 8,468 | 5.13 | 607 | 11.38 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,971 | 63.60 | 500 | 73.61 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 16,340 | 2.37 | 1,172 | 8.52 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华特殊机会基金标准类别 | 67,100 | 4,813 | ||||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 3,937 | 2.13 | 282 | 8.46 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 3,243 | 0.68 | 233 | 6.42 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 117 | 0.86 | 8 | 14.29 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 45,891 | 10.11 | 2,829 | 24.53 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 11,569 | 20.57 | 830 | 27.73 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 4,269 | 4.92 | 306 | 11.27 | ||||
| 2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 492 | 30 | ||||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 69,753 | 5,003 | ||||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 4,527 | 293 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 82,503 | 6.13 | 5,918 | 12.47 | ||||
| 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 | 41 | 20.59 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 7,715 | 2.01 | 553 | 8.22 | ||||
| 2025-05-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 39,374 | 2,665 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 4,103 | 22.15 | 294 | 29.52 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 113,262 | 8,179 | ||||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 20,280 | 5.45 | 1,455 | 11.76 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 94,100 | 36.97 | 6,750 | 45.14 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 57,500 | 7.68 | 4,124 | 14.11 | |||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 351,387 | 25,205 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 140,894 | 39.61 | 10,106 | 47.94 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 95,974 | 66.91 | 6,918 | 78.16 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 42,331 | 3,036 | ||||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 84,669 | 11.21 | 6,114 | 30.29 | ||||
| 2025-08-14 | 13F | Clg有限责任公司 | 3,460 | 0.35 | 248 | 6.44 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 19,927 | 45.58 | 1,429 | 54.32 | ||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 298,838 | 1,601.62 | 21,436 | 2,919.01 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 576 | 204.76 | 39 | 225.00 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 236,076 | 16,934 | ||||||
| 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 | 93,425 | 16.77 | 6,374 | 22.93 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 19,312 | 0.86 | 1,385 | 6.87 | ||||
| 2025-08-26 | NP | CRIHX - CRM 多/空机会基金机构股票 | Short | -35,836 | 27.92 | -2,571 | 35.55 | |||
| 2025-05-23 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 7,633 | 10.91 | 517 | 22.86 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 89,200 | 26.35 | 6,441 | 48.03 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 1,896 | 17.62 | 136 | 24.77 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 19,285 | 13.52 | 1,383 | 20.37 | ||||
| 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 | 76,240 | 1.67 | 5,505 | 19.10 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 40,447 | 2,901 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 390 | 28 | ||||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 5,784 | 415 | ||||||
| 2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 15,650 | 335.21 | 965 | 394.36 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 131,900 | 9,420 | |||||
| 2025-07-18 | 13F | 美国金融组合公司 | 13,506 | 5.02 | 969 | 11.26 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 337,200 | 24,083 | |||||
| 2025-07-16 | 13F | 五大洋顾问 | 3,543 | 1.72 | 254 | 8.09 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 46,644 | 26.63 | 3 | 50.00 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 471,500 | 32,170 | ||||||
| 2025-08-04 | 13F | 海滨财富公司 | 15,830 | 0.47 | 1,136 | 6.47 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 294,014 | 5.86 | 21,090 | 12.18 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 4,276 | 5.42 | 307 | 11.68 | ||||
| 2025-07-21 | 13F | 111资本 | 11,863 | 851 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 24,468 | 69.58 | 1,755 | 78.54 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,835,251 | 1.96 | 131,643 | 8.04 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 8,850 | 0.47 | 635 | 6.38 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,503 | 3.00 | 180 | 9.15 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | Call | 2,600 | 186 | |||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 32,300 | 181.11 | 2,317 | 229.91 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 21,700 | 12.44 | 1,557 | 19.14 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 125 | 0.81 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | 特立独行资本有限公司 | 17,214 | 1,235 | ||||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 201,386 | 22.58 | 14,435 | 29.81 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 7,206,861 | 16.96 | 516,948 | 23.94 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 10,780 | 11.65 | 773 | 18.38 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 245,802 | 28.17 | 16,771 | 34.92 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,501 | 165.19 | 10,767 | 181.02 | |||
| 2025-08-11 | 13F | 独立顾问联盟 | 33,610 | 0.56 | 2,411 | 6.54 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 100,000 | 7,173 | |||||
| 2025-07-24 | NP | FBKFX - 富达平衡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 | 18,676 | 1,274 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 12,609 | 11.51 | 904 | 18.17 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 58,970 | 36.76 | 4 | 100.00 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 39,368 | 9.39 | 2,824 | 15.89 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 86,164 | 0.11 | 6,181 | 6.09 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 3,177 | 215 | ||||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 16,236 | 1,165 | ||||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 3,216 | 231 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 9,987,035 | 1.81 | 716,370 | 7.88 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 19,877 | 1,426 | ||||||
| 2025-08-14 | 13F | 完整投资管理公司 | 1,100 | 79 | ||||||
| 2025-07-15 | 13F | 第五第三银行 | 71,786 | 0.24 | 5,149 | 6.23 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 1,056 | 71 | ||||||
| 2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 66,662 | 1.91 | 4,782 | 8.00 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 3,648 | 4.89 | 262 | 11.06 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 84,299 | 92.56 | 5,706 | 113.15 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 74 | 5 | ||||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 9,708 | 6.80 | 701 | 25.18 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 21,844 | 46.08 | 1,567 | 54.74 | ||||
| 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 | 24 | 20.00 | 2 | 0.00 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,900 | 0.05 | 15,662 | 17.21 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 215,181 | 1.13 | 15,538 | 18.47 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 21,493 | 16.14 | 1,542 | 23.08 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 48,685 | 17.61 | 3,492 | 24.67 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 51,000 | 54.08 | 3,658 | 63.30 | |||
| 2025-07-10 | 13F | 科扎克联合公司 | 1,017 | 97.48 | 71 | 102.86 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 3,769 | 1.81 | 270 | 8.00 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 574 | 0.70 | 41 | 7.89 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 5,131 | 12.32 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 45,043 | 2.52 | 3,253 | 20.09 | ||||
| 2025-08-29 | NP | WTAI - WisdomTree人工智能与创新基金 NA | 25,581 | 1,835 | ||||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 19,727 | 1,415 | ||||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 10,826 | 16.10 | 782 | 36.06 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 42 | 180.00 | 3 | 200.00 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 3,717 | 16.23 | 267 | 23.15 | ||||
| 2025-08-07 | 13F | FDx 顾问公司 | 2,944 | 0 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 3,618 | 49.20 | 260 | 75.00 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,235,097 | 0.80 | 84,271 | 6.10 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 61,446 | 4,100 | ||||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 20,193 | 8.78 | 1,448 | 15.29 | ||||
| 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 | 18,800 | 1.70 | 1,358 | 19.14 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 22,633 | 2.79 | 1,623 | 8.93 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -21,094 | 160.68 | -1,513 | 176.60 | |||
| 2025-08-12 | 13F | 保德信金融公司 | 834,300 | 81.48 | 59,844 | 92.31 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 13,795 | 279.09 | 989 | 302.03 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 2,301 | 3.93 | 165 | 10.74 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 3,168 | 70.60 | 227 | 81.60 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 97,288 | 11.52 | 6,978 | 18.17 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 9,311 | 2.56 | 668 | 8.63 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 150,560 | 16.91 | 10,800 | 23.90 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 14,323 | 87.94 | 1,027 | 99.42 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 66,406 | 30.62 | 4,495 | 44.63 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 3,933 | 1.92 | 282 | 8.05 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 13,576 | 15.21 | 974 | 22.08 | ||||
| 2025-07-28 | NP | AVMV - Avantis 美国中盘价值 ETF | 3,544 | 32.78 | 242 | 39.31 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 16,059 | 1,152 | ||||||
| 2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,369 | 2,752 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 275,100 | 1,797.24 | 19,733 | 1,911.42 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 66,800 | 756.41 | 4,792 | 809.11 | |||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 53,263 | 2.88 | 3,821 | 9.02 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,528,552 | 95.06 | 109,643 | 106.71 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 13,024 | 5.57 | 934 | 11.86 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 10,697 | 0.98 | 767 | 8.64 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 68,856 | 414.66 | 4,939 | 445.75 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 17,503 | 6.84 | 1,264 | 25.17 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 434 | 6.90 | 30 | 11.54 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 56,096 | 22.85 | 4,024 | 30.19 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 51,969 | 3,728 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 48 | 77.78 | 3 | 200.00 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 993 | 28.96 | 71 | 36.54 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 35,529 | 179.95 | 2,548 | 196.62 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 521,652 | 49.59 | 37,418 | 58.52 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 80,363 | 5,764 | ||||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 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 | 483,340 | 227.82 | 32,978 | 245.07 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 29,916 | 2.25 | 2,206 | 7.67 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 17,614 | 0.01 | 1,263 | 5.96 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 13 | 1 | ||||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 4,542 | 169.71 | 326 | 187.61 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 55,682 | 247.43 | 3,994 | 268.45 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,084 | 36.52 | 78 | 62.50 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 21,053 | 1.84 | 1,510 | 8.01 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,406 | 3.00 | 100 | 7.53 | ||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 34,610 | 2,483 | ||||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 6,761 | 488 | ||||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 1,884,395 | 81.31 | 135,168 | 92.13 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 519 | 1.76 | 37 | 8.82 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 35 | 3 | ||||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 584 | 253.94 | 42 | 272.73 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 362 | 40.31 | 26 | 47.06 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 11,704 | 3.12 | 840 | 9.24 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -24,141 | -1,732 | |||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 301,757 | 7.46 | 21,645 | 13.88 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 178,771 | 2,527.05 | 12,823 | 2,687.61 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 66,264 | 17.82 | 4,753 | 24.85 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 51,805 | 8.07 | 3,716 | 14.52 | ||||
| 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 | 14,813 | 5.85 | 1,063 | 12.14 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 825 | 60 | ||||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 1,818 | 0.39 | 130 | 6.56 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 4,108 | 295 | ||||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 27 | 2 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 48,328 | 3,467 | ||||||
| 2025-08-04 | 13F | 现场和主要银行 | 1,335 | 1.91 | 96 | 7.95 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 56,698 | 4,067 | ||||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 21,572 | 1.86 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 343,283 | 27.62 | 25 | 33.33 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 81,346 | 6 | ||||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 97,500 | 244.10 | 6,652 | 262.31 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 9,199 | 1.39 | 1 | |||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 9,487 | 1.44 | 647 | 6.77 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 11,753 | 26.25 | 843 | 33.81 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 25,653 | 1,840 | ||||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 3,585 | 1.47 | 257 | 7.53 | ||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 3,070 | 209 | ||||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 3,027 | 1.54 | 217 | 7.96 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 4,713 | 38.21 | 338 | 46.96 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,522 | 30.98 | 93 | 29.17 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 5,367 | 385 | ||||||
| 2025-08-12 | 13F | Ci投资公司 | 4,409 | 1.61 | 0 | |||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 4,845 | 1.74 | 348 | 7.76 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 20,266 | 4.19 | 1,415 | 7.52 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 55,928 | 9.90 | 4,012 | 16.46 | ||||
| 2025-06-25 | 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 | Short | -71,403 | 42.46 | -5,156 | 66.91 | |||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 421 | 10,425.00 | 30 | 7.14 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 13,909 | 27.19 | 998 | 34.73 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 2,905 | 10.88 | 208 | 17.51 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -15,859 | -66.83 | -1,138 | -64.85 | |||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 77,434 | 19.74 | 5,242 | 32.55 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,342,084 | 296,260 | ||||||
| 2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 18,902 | 1,356 | ||||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 3,606 | 1.41 | 259 | 7.50 | ||||
| 2025-08-14 | 13F | 游戏溪资本有限合伙人 | Put | 20,000 | 1,435 | |||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 40,376 | 54.38 | 2,896 | 63.62 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 12,902 | 925 | ||||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -7,661 | -16.49 | -550 | -11.45 | |||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 28,355 | 70.67 | 1,988 | 76.78 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 3,159 | 1.12 | 227 | 7.11 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 912,444 | 65,450 | ||||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 80,283 | 1.82 | 5,759 | 7.89 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 116,088 | 27.60 | 8,327 | 35.21 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 75,798 | 18.11 | 5 | 25.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 39,252 | 32.87 | 2,834 | 55.71 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 5,958 | 5.94 | 427 | 12.37 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 10,625 | 16.75 | 767 | 36.96 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 41,178 | 41.87 | 2,954 | 50.36 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 4,336 | 0.51 | 311 | 6.87 | ||||
| 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 | 110,367 | 16.43 | 7,970 | 36.41 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 40,980 | 29.36 | 2,796 | 36.19 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 1,025 | 1.59 | 74 | 7.35 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 36,589 | 5.41 | 2,625 | 5.98 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 122,085 | 7,073.03 | 2 | -99.13 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 16,706 | 4.18 | 1,198 | 10.41 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 700 | 32.08 | 48 | 38.24 | ||||
| 2025-05-28 | NP | TLCHX - 社会选择股票基金 | 7,197 | 4.73 | 487 | 15.95 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 11,429 | 820 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 137 | 10 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 18,200 | 152.78 | 1,305 | 286.09 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 8,025 | 1.85 | 576 | 7.88 | ||||
| 2025-08-28 | NP | SEIV - SEI 增强型美国大盘价值因子 ETF | 194,025 | 7.39 | 13,917 | 13.79 | ||||
| 2025-05-15 | NP | PY - 主要股东收益率指数 ETF | 45,060 | 278.08 | 3,050 | 318.96 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 12,371,220 | 36.68 | 887,388 | 44.84 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 3,998 | 30.27 | 287 | 38.16 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 14,259 | 9.26 | 1,017 | 15.18 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 5,431 | 70.14 | 2,093 | 868.52 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 131,115 | 5.34 | 9,405 | 11.62 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 34,086 | 1.82 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 71,781 | 5,183 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 43,126 | 5.33 | 3,093 | 11.62 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 13,794 | 13.11 | 941 | 19.11 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 795,579 | 36.61 | 57 | 46.15 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 12,861 | 2.52 | 1 | |||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 16,963 | 0.05 | 1,217 | 6.02 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 8,060 | 7.02 | 578 | 13.56 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 55,338 | 0.56 | 3,969 | 6.58 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,911 | 0.37 | 137 | 7.03 | ||||
| 2025-08-13 | 13F | 米林顿财务顾问有限责任公司 | 30,746 | 12.44 | 2,241 | 20.11 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 4,687 | 6.31 | 336 | 12.75 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 14,575 | 57.02 | 1,042 | 64.72 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 641 | 46 | ||||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 22,315 | 32.42 | 1,601 | 40.35 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 664 | 48 | ||||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 75,797 | 7.04 | 5,437 | 13.42 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 117,287 | 2.02 | 8,469 | 19.52 | ||||
| 2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 2,800 | 201 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 9,561 | 1.90 | 686 | 7.87 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 102,283 | 11.11 | 7,337 | 17.73 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 11,487 | 0.38 | 784 | 5.67 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 43,182 | 0.01 | 3,097 | 5.99 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 20,715,290 | 223.79 | 1,485,908 | 243.11 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 241,064 | 8.42 | 17,291 | 14.89 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 18,545 | 1,330 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 46,043 | 5,192.30 | 3,142 | 5,508.93 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 2,063 | 29.83 | 140 | 43.30 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 16,166 | 8.88 | 1,167 | 27.54 | ||||
| 2025-07-29 | 13F | 第一银行公司 /ME/ | 2,797 | 201 | ||||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 3,538 | 254 | ||||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 19,360 | 21.94 | 1,389 | 29.24 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 12,346,124 | 885,590 | ||||||
| 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 | 316,388 | 0.17 | 22,846 | 17.35 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 3,108 | 223 | ||||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 72,500 | 5,200 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 3,242 | 9.79 | 233 | 16.50 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 34,661 | 21.05 | 2,503 | 41.84 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 207,292 | 40.65 | 14,866 | 48.99 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 1,184,366 | 5.67 | 85,523 | 23.79 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 150 | 11 | ||||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 133 | 0.76 | 10 | 12.50 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 7,159 | 84.13 | 513 | 95.06 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 3,297 | 3.29 | 0 | |||||
| 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 | 382,171 | 0.74 | 26,076 | 6.03 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 102,079 | 6.06 | 6,965 | 11.64 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 16,415 | 0.98 | 1,177 | 7.00 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 824,500 | 48.69 | 2 | 0.00 | |||
| 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 | 29,282 | 9.62 | 2,114 | 28.43 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 1,500 | 108 | ||||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 43,148 | 15.61 | 3,095 | 22.53 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 7,153 | 1.88 | 513 | 8.00 | ||||
| 2025-06-26 | NP | HMVAX - 哈特福德中型股价值基金 A 类 | 186,603 | 13,475 | ||||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 14,794 | 1,061 | ||||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,718 | 4.82 | 123 | 11.82 | ||||
| 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 | 2,926 | 11.89 | 211 | 31.06 | ||||
| 2025-07-22 | 13F | Ergawealth 顾问公司 | 3,264 | 234 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 854,400 | 1,273.63 | 61,286 | 1,982.43 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 7,567 | 543 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 498,268 | 7.14 | 35,741 | 13.53 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 121,392 | 16.60 | 8,707 | 23.56 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 60,428 | 1.25 | 4,334 | 7.28 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -5,600 | -23.29 | -382 | -19.24 | |||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 44,871 | 15.55 | 3,219 | 22.45 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 636 | 0.32 | 46 | 7.14 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 4,190 | 40.23 | 301 | 48.51 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 311,729 | 12.55 | 22,360 | 19.27 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 47,342 | 0.22 | 3,396 | 6.19 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,098 | 0.64 | 79 | 6.85 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 366 | 1.10 | 26 | 8.33 | ||||
| 2025-08-07 | 13F | 商业银行 | 29,005 | 1.33 | 2,081 | 7.38 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 4,026 | 12.71 | 289 | 19.50 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,015 | 4.53 | 274 | 10.08 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 18,709 | 1,351 | ||||||
| 2025-04-11 | 13F | 保障金融有限责任公司 | 3,291 | 223 | ||||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 4,715 | 1.03 | 338 | 7.30 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 432,894 | 5.56 | 31,259 | 23.67 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 5,905 | 424 | ||||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 9,862 | 99.84 | 707 | 111.68 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 20,428 | 5.05 | 1,465 | 11.32 | ||||
| 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 | 226,437 | 2.49 | 16,351 | 20.08 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 132,049 | 46.81 | 9,535 | 71.99 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 2,797 | 201 | ||||||
| 2025-07-22 | 13F | 达文波特有限公司 | 8,948 | 8.19 | 642 | 14.67 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 6,056 | 1.68 | 434 | 7.69 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 393,925 | 5.69 | 28,256 | 12.00 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 91,418 | 6,557 | ||||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 4,697 | 28.51 | 337 | 36.03 | ||||
| 2025-08-13 | 13F | 主动财富策略有限责任公司 | 7,563 | 7.98 | 1 | |||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 12,392 | 0.44 | 889 | 6.35 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 547 | 11.18 | 39 | 18.18 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 5,380 | 37.04 | 364 | 51.67 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 874,967 | 109.49 | 62,761 | 121.99 | ||||
| 2025-03-28 | NP | FQUAX - AMG FQ 多空股票基金 N 类 | 43,602 | 5.94 | 2,688 | 17.08 | ||||
| 2025-07-15 | 13F | 萨拉湾金融公司 | 2,846 | 204 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 2,420,495 | 299.57 | 173,622 | 323.43 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 250,932 | 6.04 | 17,999 | 12.37 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 58,647 | 4.45 | 4,235 | 22.37 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,267 | 91 | ||||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 13,604 | 8.99 | 976 | 15.52 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 25,982,300 | 4.64 | 1,863,710 | 10.88 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 1,000,211 | 71,745 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 9,931 | 7.78 | 717 | 26.46 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 2,082,200 | 12.80 | 149,356 | 19.53 | |||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 31 | 2 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 21,221 | 6.63 | 1,522 | 12.99 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 42,112 | 323.53 | 3,021 | 348.74 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 244,382 | 20.39 | 16,674 | 26.72 | ||||
| 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 | 164,429 | 1.50 | 11,873 | 18.91 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 5,999 | 16.17 | 430 | 23.21 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 158 | 11 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 16,938 | 6.02 | 1,215 | 12.30 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 204 | 15 | ||||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 406,136 | 7.64 | 29,132 | 14.06 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 163 | 13.19 | 12 | 22.22 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 7,754 | 556 | ||||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 74,871 | 299.53 | 5,371 | 323.50 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 14,827 | 8.57 | 1,064 | 15.04 | ||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 19,146 | 1,373 | ||||||
| 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 | 25,818 | 4,084.44 | 1,864 | 4,805.26 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 21,200 | 1,521 | |||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 5,839 | 31.30 | 419 | 38.87 | ||||
| 2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 42,648 | 3,080 | ||||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 27,424 | 1.60 | 1,967 | 7.66 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 10 | 1 | ||||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 1,122 | 80 | ||||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,996 | 11.03 | 287 | 17.70 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 6,100 | 362.12 | 438 | 482.67 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 4,209 | 22.57 | 302 | 29.74 | ||||
| 2025-08-28 | NP | BEQGX - 股票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 | 175,739 | 12,606 | ||||||
| 2025-07-09 | 13F | 奥利奥财务规划 | 3,430 | 0.06 | 246 | 6.03 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 22,000 | 249.21 | 1,501 | 267.89 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 432,307 | 6.02 | 31,009 | 11.90 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 102,809 | 40.05 | 7,374 | 47.57 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 5,095 | 0.16 | 365 | 6.10 | ||||
| 2025-05-23 | NP | NXTV-简化下一个无形价值指数 ETF | 429 | 21.53 | 29 | 38.10 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 17,737 | 10.54 | 1,272 | 17.13 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 465,894 | 3.01 | 33 | 10.00 | ||||
| 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 | 21,268 | 2.74 | 1,536 | 20.30 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 26,281 | 1.43 | 1,885 | 7.53 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 54,701 | 1.48 | 3,924 | 7.54 | ||||
| 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 | 484,882 | 22.94 | 35,013 | 44.02 | ||||
| 2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 2,676 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 38,599 | 70.86 | 2,769 | 81.03 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 2,053 | 11,305.56 | 147 | 14,600.00 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 159,300 | 9.86 | 11,427 | 16.41 | |||
| 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 | 2,006 | 21.21 | 145 | 41.18 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 1,479 | 5.49 | 106 | 12.77 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 248,400 | 360.00 | 17,818 | 387.47 | |||
| 2025-08-04 | 13F | 资产标记公司 | 25,308 | 119.21 | 1,815 | 132.39 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 11,560 | 58.33 | 829 | 67.81 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -11,372 | -67.10 | -821 | -61.46 | |||
| 2025-08-05 | 13F | 西区投资管理公司 | 245 | 17 | ||||||
| 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 | 14,696 | 5.17 | 1,054 | 11.53 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 360,351 | 0.83 | 25,848 | 6.85 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 22,914 | 136.98 | 1,644 | 151.22 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 55,385 | 0.68 | 3,973 | 6.69 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 5,069 | 24.73 | 364 | 32.00 | ||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 3,659 | 2.95 | 262 | 9.17 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 6,918 | 889.70 | 496 | 835.85 | ||||
| 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 | 288,409 | 6.37 | 19,678 | 11.97 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 42 | 147.06 | 3 | 200.00 | ||||
| 2025-07-24 | NP | FSRPX - 零售产品组合 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 | 1,092,100 | 169.32 | 74,514 | 183.49 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | Call | 5,000 | 359 | |||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 6,321 | 453 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 171 | 12 | ||||||
| 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 | 14,323 | 1,027 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 6,303 | 18.28 | 452 | 25.56 | ||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 12,591 | 35.01 | 903 | 43.11 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 35,200 | 467.74 | 2,017 | 467.89 | |||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 10,708 | 2.93 | 768 | 9.09 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 35,200 | 467.74 | 2,017 | 467.89 | |||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 654 | 7.04 | 47 | 12.20 | ||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 95,714 | 40.06 | 6,866 | 48.43 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 445 | 87.76 | 32 | 93.75 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 30,958 | 19.58 | 2,221 | 26.71 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 27,500 | 1,973 | ||||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 3,066 | 220 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 184,700 | 13,249 | |||||
| 2025-08-26 | NP | KXI - iShares 全球必需消费品 ETF | 136,000 | 5.82 | 9,755 | 12.14 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 44,300 | 1,130.56 | 3,178 | 1,207.41 | |||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 16,906 | 6.26 | 1,213 | 12.64 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 48 | 100.00 | 3 | 200.00 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 135 | 10 | ||||||
| 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 | 36,316 | 2,478 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 11,989 | 3.36 | 860 | 9.43 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 196,000 | 26.05 | 14,059 | 33.58 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 53,249 | 21.32 | 3,633 | 27.74 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 1,625 | 0.31 | 117 | 18.18 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 119,442 | 13.04 | 8,568 | 21.52 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 12,010 | 861 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 614 | 44 | ||||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 58 | 4 | ||||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 200 | 14 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 18,547 | 20.13 | 1,330 | 27.27 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 9,361 | 110.12 | 1 | |||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 8,816 | 11.44 | 632 | 18.13 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 39,744 | 9.61 | 2,712 | 15.36 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 3,020 | 4.61 | 217 | 10.77 | ||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 25,361 | 245.85 | 1,819 | 266.73 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 588,376 | 5,635.78 | 42,204 | 5,981.27 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 7,665 | 0.86 | 550 | 6.81 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 25,932 | 1,860 | ||||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 3,324 | 0.12 | 238 | 6.25 | ||||
| 2025-08-13 | 13F | 挪威银行 | 7,225,246 | 518,267 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,674 | 1,207.47 | 265 | 1,458.82 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 453,923 | 46.36 | 32,560 | 55.09 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 348,527 | 0.00 | 25,000 | 5.97 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 26,040 | 1,868 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 574,486 | 5.62 | 41,204 | 11.96 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 1,044 | 0.29 | 71 | 11.11 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 192,941 | 32.56 | 14 | 44.44 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 57,529 | 68.90 | 4,127 | 79.00 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 408 | 29 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 310,255 | 33.76 | 21,001 | 48.06 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 18,032 | 2.28 | 1,293 | 8.38 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 5,325 | 15.96 | 382 | 22.90 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 27,642 | 1.75 | 1,983 | 7.83 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 20,993 | 25.26 | 1,432 | 31.86 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 247 | 18 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 4,126,866 | 7.86 | 296,028 | 14.30 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 5,689,031 | 14.55 | 408,074 | 21.38 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 356,892 | 9.00 | 24,351 | 14.74 | ||||
| 2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 11,725 | 60.88 | 847 | 88.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 21,900 | 1,571 | ||||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 57,552 | 419.94 | 3,927 | 621.69 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 7,937 | 59.03 | 573 | 86.64 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 3,543 | 1.93 | 254 | 8.09 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 15,199 | 2.56 | 1,090 | 8.67 | ||||
| 2025-06-23 | NP | IYK - iShares 美国消费品 ETF | 454,093 | 19.19 | 32,790 | 39.63 | ||||
| 2025-03-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 500,409 | 17.56 | 30,845 | 29.94 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 147 | 1.38 | 11 | 11.11 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 2 | 0 | ||||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 20,751 | 0.08 | 1,488 | 6.06 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 6,386 | 9.46 | 458 | 16.24 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 711,932 | 15.07 | 51,067 | 21.93 | ||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 101,105 | 18.73 | 7,252 | 25.82 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 475,320 | 3.27 | 34,095 | 9.43 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 232,300 | 16,663 | |||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 19,111 | 0.19 | 1,371 | 6.12 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 18,179 | 84.32 | 1,304 | 95.35 | ||||
| 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 | 35 | 3 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 4,814,251 | 20.10 | 345,326 | 27.27 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 143,972 | 0.29 | 9,823 | 5.57 | ||||
| 2025-03-27 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 13,708 | 28.91 | 845 | 42.33 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 2,551,462 | 715.53 | 183,016 | 764.22 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 65 | 5 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 455 | 33 | ||||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 3,829 | 0.37 | 275 | 6.20 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 3,457 | 8.27 | 248 | 14.81 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 2,185,530 | 80.71 | 156,768 | 91.49 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 162 | 1.25 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 310,700 | 1.80 | 22,287 | 7.88 | |||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 5,260 | 9.70 | 377 | 16.36 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 127,114 | 11.70 | 9,118 | 18.38 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 58 | 4 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 13,468 | 4.82 | 966 | 11.16 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 7,637 | 548 | ||||||
| 2025-06-23 | NP | CNPIX - 消费品超行业深度投资者类别 | 2,428 | 128.84 | 175 | 169.23 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 12,055 | 5.02 | 781 | 11.41 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 9,785 | 26.18 | 702 | 33.78 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 0 | 0 | ||||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 65,467 | 3.34 | 4,696 | 9.49 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 16,094 | 1.46 | 1,116 | 3.91 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 322 | 22 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 152,031 | 55.90 | 11 | 66.67 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 5,934 | 0.10 | 426 | 5.99 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 630 | 30.71 | 45 | 40.63 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 13,024 | 31.32 | 934 | 39.20 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 41,781 | 1.60 | 2,997 | 7.65 | ||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 8,357 | 7.39 | 599 | 13.88 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 9,418 | 56.78 | 676 | 66.26 | ||||
| 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 | 26,284 | 4.91 | 1,885 | 11.21 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 12,609 | 19.96 | 904 | 27.14 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 4,569 | 328 | ||||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 1,519 | 94 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,861 | 205 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 120,900 | 55.60 | 8,622 | 63.49 | |||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 234,162 | 149.64 | 16,796 | 164.55 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,687,901 | 21.52 | 121,073 | 28.78 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 121,905 | 10.21 | 7,983 | 9.69 | ||||
| 2025-07-28 | NP | TOWFX - Towpath 焦点基金机构股票类别 | 19,700 | 24.68 | 1,344 | 31.25 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 2,020,000 | 32.89 | 144,895 | 40.83 | |||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 5,997 | 0.25 | 0 | |||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 6,226 | 447 | ||||||
| 2025-07-30 | 13F | 道德公司 | 62,379 | 4.44 | 4,455 | 9.49 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 71,281 | 5,113 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 115,687 | 4.83 | 8,298 | 11.08 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 91 | 40.00 | 7 | 50.00 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 25,231 | 15.48 | 1,810 | 22.40 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 155,156 | 4.65 | 11,204 | 22.60 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 10,592 | 5.50 | 1 | |||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 3,067 | 0.62 | 220 | 6.31 | ||||
| 2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 2,935 | 4.49 | 211 | 10.53 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 17,183 | 11.80 | 1,233 | 31.20 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 10,603 | 1.37 | 766 | 7.75 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 676,878 | 0.60 | 49 | 6.67 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 17,300 | 23.57 | 1,249 | 44.90 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,969,400 | 37.50 | 141,265 | 45.71 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 221,983 | 310.71 | 15,923 | 335.27 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 156 | 36.84 | 0 | |||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 116,095 | 9.76 | 7,921 | 15.53 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 20,573 | 0.75 | 1,486 | 18.04 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 4,960 | 0.47 | 356 | 6.29 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 56 | 124.00 | 4 | 300.00 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 17,424 | 12.78 | 1,189 | 18.68 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 59,306 | 278.78 | 4,236 | 305.65 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 117,733 | 12.12 | 8 | 14.29 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 28,390 | 0.34 | 2,050 | 17.61 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 164 | 20.59 | 12 | 22.22 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 765 | 1.86 | 55 | 19.57 | ||||
| 2025-08-14 | 13F | Aletha 资本管理有限公司 | 4,665 | 335 | ||||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 8,427 | 431.00 | 604 | 464.49 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,898 | 0.58 | 136 | 7.09 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 24,046 | 17.03 | 1,641 | 23.22 | ||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 16,808 | 0.29 | 1,206 | 6.26 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 8 | 1 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 56,190 | 21.98 | 4,031 | 29.25 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 244,318 | 393.87 | 17,525 | 423.42 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 3 | 0 | ||||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 8,836 | 4.44 | 634 | 10.66 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 659 | 57.66 | 45 | 62.96 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 7,286 | 13.21 | 523 | 20.00 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 33,693 | 6.44 | 2,299 | 12.04 |
