MSCI 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在摩根士丹利资本国际公司中开设新头寸的主要持有者包括 RPMGX - T. Rowe Price 中型成长基金公司, VIG - 先锋股息增值指数基金 ETF 股票, 贝利·吉福德公司, 交响金融有限公司, PMEGX - T. Rowe Price 机构中型股票成长基金, 猫石资本管理有限公司, VHGEX - 先锋全球股票基金投资者股票, FCTE - SMI 3Fourteen 全周期趋势 ETF, 淡马锡控股（私人）有限公司, Glenmede投资管理有限公司, 朗维尤合伙人（根西岛）有限公司, 波士顿信托华登公司, QAMWEX - T. Rowe 定价中型成长投资组合, 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级, AFOIX - 阿尔及尔中盘重点基金 I 类, 乐天投资管理公司, RSEAX - 美国战略股票基金A类, BGATX - Baillie Gifford 全球阿尔法股票基金 2 类, 瑞穗证券美国有限公司, 和斯科特·马什金融有限责任公司 .

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

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-19	13F	霍希默财富管理有限公司		1,422	1.79	820	3.80
2025-08-07	13F	普雷斯科特集团资本管理有限公司		729	49.69	420	52.73
2025-08-14	13F	Df Dent & Co 公司		66,608	2.32	38,415	4.35
2025-08-11	13F	布拉德利·福斯特和萨金特公司/ct		1,043	9.79	602	11.92
2025-07-22	13F	马克斯集团财富管理公司		22,844	2.37	13,175	4.41
2025-07-30	NP	GFGF - 大师最爱股票 ETF		2,920		1,647
2025-07-16	13F	卡斯尔维尤合伙人有限公司		689	1.17	397	3.12
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		12,644	16.44	6,892	6.36
2025-08-14	13F	黑暗森林资本管理有限公司		4,495	604.55	2,592	620.00
2025-08-28	NP	ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		90,251	1.79	52,051	3.81
2025-05-28	NP	FCTE - SMI 3Fourteen 全周期趋势 ETF		36,264		20,507
2025-08-29	NP	GRW-TCW 复合股 ETF		7,356	24.21	4,129	27.91
2025-07-10	13F	焦点金融网络有限公司		450	2.97	259	4.86
2025-06-30	NP	XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		96	12.94	52	4.00
2025-08-14	13F	量子资本管理有限责任公司/新泽西州		108,869	51.43	62,789	54.44
2025-07-31	13F/A	亚飞财富		19	35.71	0
2025-07-29	NP	SDLAX - SIIT 动态资产配置基金 - A 类		2,033	11.21	1,147	6.21
2025-08-08	13F	创意策划		13,043	1.12	7,522	3.13
2025-06-23	NP	PPSFX - 大型股价值基金 III R-3		782	11.40	426	1.91
2025-08-14	13F	美世全球顾问公司 /adv		9,494	85.36	5,475	89.05
2025-07-11	13F	IFM 投资者有限公司		14,568	3.28	8,402	5.33
2025-06-27	NP	PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,924	7.38	1,594	-1.97
2025-07-30	13F	华莱士咨询集团有限责任公司		1,667	3.41	943	-2.59
2025-08-12	13F	富兰克林资源公司		586,392	35.64	338,196	38.34
2025-08-07	13F	三菱UFJ国际资产管理有限公司		145,982	4.33	84,194	6.41
2025-08-13	13F	琼斯金融公司有限责任公司		7,762	40.79	4,474	45.27
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类		63		36
2025-08-13	13F	华尔街眼资本有限责任公司	Call	1,400		807
2025-08-11	13F	基石规划集团有限责任公司		29	3.57	16	14.29
2025-08-13	13F	华尔街眼资本有限责任公司	Put	1,300	550.00	750	562.83
2025-08-13	13F	华尔街眼资本有限责任公司		18,334	3,603.84	10,574	3,689.61
2025-07-16	13F	巴顿基金管理公司		410		236
2025-06-26	NP	UGOFX - 全球管理波动性基金机构股票		5,435	48.09	2,963	35.25
2025-07-15	13F	灰点有限责任公司		1,203	4.70	694	6.78
2025-04-29	13F	金融网络财富管理有限责任公司		48		0
2025-08-15	13F	公平控股公司		2,140	19.35	1,234	21.82
2025-08-27	NP	CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类		1,847	3.94	1,065	6.08
2025-08-11	13F	道明沃特豪斯加拿大公司		540	60.71	314	68.28
2025-07-23	13F	冯托贝尔控股有限公司		107,564	127.87	62,036	132.41
2025-08-26	NP	HLGEX - 摩根大通中型成长基金 I 类		228,818	6.92	131,968	9.05
2025-06-26	NP	EUSM-Eventide 美国市场 ETF		699	33.91	381	22.51
2025-08-13	13F	安南代尔资本有限责任公司		1,900		1
2025-08-14	13F	水手有限责任公司		23,953	14.33	13,815	16.61
2025-06-27	NP	OTTRX - Otter Creek 多/空机会基金机构类别		0	-100.00	0	-100.00
2025-07-30	13F	惠蒂尔信托公司		356	10.22	205	12.64
2025-06-27	NP	AACRX - 战略配置：保守基金 R 级 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		347	12.30	189	2.72
2025-06-26	NP	FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,933	25.07	1,599	14.22
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		15		8
2025-08-14	13F	SRN 顾问有限公司		2,528	3.56	1,458	5.58
2025-08-27	NP	LITMAN GREGORY FUNDS TRUST - Polen Capital 全球增长 ETF		11,963	3.71	6,900	5.76
2025-08-26	NP	IWS - iShares Russell 中盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		56,070	12.28	32,338	14.51
2025-07-14	13F	蛋白石财富顾问有限责任公司		165	3.77	95	6.74
2025-08-14	13F	Potomac 基金管理公司 /adv		375		215
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		19,180	0.56	10,455	-8.14
2025-08-05	13F	Fullcircle Wealth Llc		546	0.37	312	7.22
2025-08-13	13F	加州公务员退休制度		194,177	2.95	111,990	5.00
2025-08-12	13F	尚普兰投资伙伴有限责任公司		275,209	10.52	158,724	12.72
2025-08-13	13F	汇丰控股有限公司		324,312	12.92	186,691	15.42
2025-07-31	13F	奥本海默公司		357		206
2025-07-01	13F	凯拉资本合伙公司		485		280
2025-07-29	NP	古根海姆战略机会基金		29	7.41	16	6.67
2025-08-14	13F	简街集团有限责任公司		29,853	22.37	17,217	24.81
2025-06-26	NP	贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,220	1.71	2,845	-7.09
2025-08-14	13F	简街集团有限责任公司	Put	76,800	3,942.11	44,294	4,024.12
2025-08-14	13F	千禧管理有限公司	Put	2,300		1,327
2025-08-14	13F	千禧管理有限公司		815,767	18.18	470,485	20.53
2025-08-12	13F	阿维索金融公司		842	0.48	486	2.54
2025-06-27	NP	RSPF - Invesco S&P 500 等权重金融 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,465	7.41	4,069	-1.88
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级		1,680	5.99	969	8.04
2025-06-26	NP	BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		35,474	8.94	19,337	-0.49
2025-07-28	13F	Axxcess 财富管理有限公司		591	0.51	341	2.41
2025-08-14	13F	乔治·凯撒家庭基金会		729	49.69	420	52.73
2025-08-11	13F	GFI 投资顾问有限公司		118,549	1.14	68,372	3.15
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		49,554	3.92	27,012	-5.07
2025-07-17	13F	帕克普雷斯资本公司		25	47.06	15	55.56
2025-08-08	13F	新泽西州警察和消防员退休系统		11,448	3.01	6,603	5.06
2025-08-28	NP	SCLZ-天鹅增强股息收入ETF		284	24.56	164	27.34
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类		2,512	2.36	1,449	4.40
2025-07-17	13F	华盛顿资本管理公司		500		288
2025-08-26	NP	PRCFX - T. Rowe Price 资本增值及收益基金		1,311		756
2025-08-27	NP	RYDEX 可变信托 - S&P 500 2x 策略基金可变年金		119	283.87	69	300.00
2025-08-29	NP	DGRW - WisdomTree 美国优质股息增长基金不适用		47,509	3.29	27,400	5.34
2025-07-24	13F	IFP 顾问公司		2,785	26.76	1,607	29.31
2025-08-12	13F	维度基金顾问有限公司		272,811	0.74	157,344	2.76
2025-08-04	13F	奎克财富管理有限责任公司		2		1
2025-06-26	NP	DVRAX - MFS 全球另类策略基金 A		442	15.71	241	5.73
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		38	11.76	21	0.00
2025-08-05	13F	Citadel 投资咨询公司		580		0
2025-07-24	NP	Horizon Funds - HORIZON EXPEDITION PLUS ETF		51	142.86	29	133.33
2025-07-24	NP	HNDRX - Horizon 定义风险基金投资者类别		1,185	7.24	668	2.45
2025-08-14	13F	水产资本管理有限责任公司		23,590	63.03	13,605	66.28
2025-07-24	13F	卡特玛兰资本有限责任公司		3,131		1,806
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		3,368	9.99	1,836	0.44
2025-08-28	NP	BlackRock Funds II - 贝莱德管理收益基金 K 类股票 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		448	58.87	258	62.26
2025-08-04	13F	精明顾问公司		515	39.57	297	42.79
2025-08-12	13F	克利尔街市场有限责任公司		52		30
2025-08-14	13F	Principia 财富咨询有限公司		11	10.00	6	20.00
2025-08-12	13F	支点资产管理有限公司		757		437
2025-08-20	NP	全国可变保险信托 - NVIT S&P 500 指数基金 IV 级		6,822	3.44	3,935	5.50
2025-08-26	NP	GPIX - 高盛 S&P 500 核心溢价收入 ETF		1,781	76.86	1,027	80.49
2025-08-14	13F	多元化咨询服务有限公司		1,257	10.07	692	11.99
2025-08-14	13F	霍华德休斯医学院		16		9
2025-08-14	13F	美国银行 /de/		724,618	27.63	417,916	30.17
2025-08-14	13F	萨斯奎哈纳投资组合策略有限责任公司		21,342		12,309
2025-08-08	13F	美国信安金融集团		1,668,462	2.55	962,299	4.59
2025-06-24	NP	JMNAX - 摩根大通研究市场中性基金 A 类		3,498	-481.05	1,907	-447.18
2025-08-13	13F	朗维尤合伙人（根西岛）有限公司		22,727		13,108
2025-08-06	13F	亚克曼资产管理公司		10,900	53.31	6,286	56.37
2025-08-07	13F	虎钳技术公司		1,060	68.79	611	62.50
2025-07-22	NP	FLCC-联邦 Hermes MDT 大型核心 ETF		38	5.56	21	0.00
2025-08-14	13F	DRW 证券有限责任公司		827	39.70	477	42.81
2025-08-13	13F	NEOS投资管理有限责任公司		4,089	5.71	2,358	7.82
2025-08-14	13F	韦瑟比资产管理公司		1,407	2.18	811	-1.82
2025-08-05	13F	柏拉图投资管理有限公司		3,880	0.05	2,230	0.59
2025-08-26	NP	Profunds - Profund 大盘成长股副总裁		98	12.64	57	14.29
2025-08-13	13F	德克萨斯州雇员退休制度		633		0
2025-08-07	13F	PFG顾问		6,080	30.70	3,507	33.31
2025-08-12	13F	XTX Topco有限公司		6,842	1,417.07	3,946	1,447.45
2025-08-14	13F	全球战略顾问有限责任公司		15,488	6.27	8,933	8.38
2025-07-29	NP	GIMFX - 转基因生物实施基金	Short	-5,136	5.46	-2,897	0.73
2025-08-27	NP	RYFIX - 金融服务基金投资者类别		374	4.76	216	6.97
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		837	11.90	483	14.22
2025-06-23	NP	规模 - iShares Edge MSCI 美国规模因子 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		967	7.44	527	-1.86
2025-08-26	NP	VSNGX - 摩根大通中型股票基金 I 类		36,224	7.06	20,892	9.18
2025-07-16	13F	凯斯米尔资本管理有限公司		1,107	36.84	638	39.61
2025-07-25	13F	航点财富顾问		615		355
2025-08-08	13F	安大略省教师养老金计划委员会		965		557
2025-08-26	NP	JUSA - 摩根大通美国研究增强型大盘股ETF		30		17
2025-08-14	13F	弗雷德·阿尔杰管理有限公司		7,662	22.95	4,419	25.37
2025-07-09	13F	网关投资顾问有限公司		51,637	0.61	29,781	2.61
2025-06-27	NP	KMID - Virtus KAR 中型 ETF		1,240	48.15	676	35.27
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		1,287	1.82	742	3.92
2025-08-14	13F	高盛集团公司		523,601	34.77	301,982	37.45
2025-03-26	NP	AFOIX - 阿尔及尔中盘重点基金 I 类		7,549		4,505
2025-08-14	13F	克雷斯特蒙特私人财富有限责任公司		903	12.03	521	14.29
2025-08-05	13F	埃莱瓦资本有限公司		1,565		903
2025-08-25	NP	美国互助投资公司 - 全美国基金类别		823	203.69	475	209.80
2025-07-22	NP	GSEW - 高盛等权重美国大盘股 ETF		4,318	3.25	2,435	-1.38
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		26,600	15.15	15,341	17.44
2025-08-07	13F	Proficio 资本合作伙伴有限责任公司		396		229
2025-07-11	13F	多元化信托公司		4,943	29.40	2,851	31.94
2025-08-13	13F	克莱雷资产管理公司		409		0
2025-08-14	13F	加拿大养老金计划投资委员会		123,304	20.18	71,114	22.57
2025-08-14	13F	猫石资本管理有限公司		47,646		27,479
2025-08-01	13F	纽约人寿投资管理有限公司		10,502	1.33	6,057	3.34
2025-08-14	13F	麦格理集团有限公司		462,457	3.20	266,718	5.25
2025-08-29	NP	EPS - WisdomTree 美国大型基金不适用		745	1.36	430	3.37
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级		274	27.44	158	30.58
2025-06-24	NP	FCGPX - MainStay PineStone 全球股票基金 P 级		2,674	127.77	1,458	108.14
2025-06-27	NP	SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级		14,164	14.12	7,721	4.23
2025-08-14	13F	Gen-Wealth Partners 有限公司		1,700	11.26	980	13.56
2025-06-27	NP	AAARX - 战略配置：进取型基金 R 级 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		1,545	12.12	842	2.43
2025-08-13	13F	麦肯齐金融公司		405,235	1.11	233,715	3.12
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		77,910	2.17	43,943	-2.41
2025-08-27	NP	Jnl 系列信托 - Jnl 多管理人中盘基金 (a)		10,500	16.67	6,056	18.98
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级		0	-100.00	0	-100.00
2025-08-25	NP	GCHDX - Gotham 对冲核心基金机构类别		0	-100.00	0	-100.00
2025-07-28	NP	ISPY - ProShares 标准普尔 500 高收益 ETF		1,223	16.59	690	11.31
2025-03-25	NP	FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		683	112.77	408	122.40
2025-08-18	13F	古德曼咨询集团有限责任公司		149		86
2025-07-22	NP	FLCG-联邦 Hermes MDT 大型股成长 ETF		715	1,525.00	403	1,512.00
2025-08-14	13F	戈壁资本		256,611	26.09	147,998	28.60
2025-08-28	NP	CIPMX - CHAMPLAIN 中型股基金顾问股票		115,000	4.55	66,325	6.62
2025-07-28	NP	VCGAX - 成长与收益基金		340	25.93	192	26.49
2025-08-12	13F	嘉信理财投资管理公司		526,640	1.01	303,734	3.02
2025-08-07	13F	休斯金融服务有限责任公司		11	22.22	6	20.00
2025-08-11	13F	CBIZ投资咨询服务有限责任公司		2	100.00	1
2025-05-29	NP	VNVAX - Vaughan Nelson 价值机会基金 A 类		11,670	58.02	6,599	48.93
2025-07-31	13F	R平方有限公司		1,888	13.05	1,089	15.25
2025-07-15	13F	阿米斯顾问有限公司		454		257
2025-05-27	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票		1,912	22.56	1,081	15.49
2025-08-27	NP	PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF		98		57
2025-08-20	NP	全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类		5		3
2025-08-06	13F	荷兰集团		3,742	7.44	2,158	9.60
2025-08-14	13F	海德兰兹技术有限责任公司		3,890	45.31	2,244	48.25
2025-08-14	13F	T. Rowe Price 投资管理公司		958,532	727.22	553	749.23
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		10,865	1.28	5,923	-7.50
2025-07-11	13F	斯宾塞资产管理公司		23,125	2.90	13	8.33
2025-08-13	13F	丰业资本公司		13,274	1.37	7,655	3.39
2025-07-30	13F	普林斯顿全球资产管理有限公司		38	46.15	22	57.14
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		172,449	0.05	94,004	-8.61
2025-08-13	13F	法国集团		9,817	16.37	5,637	18.11
2025-08-14	13F	奥斯特维斯资本管理公司		153		88
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类		1,176	8.79	678	10.97
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		2,106	30.32	1,148	19.09
2025-08-14	13F	索拉投资者有限公司		3,035		1,750
2025-08-22	NP	FEAC - 富达增强型美国全市值股票 ETF		33	32.00	19	35.71
2025-08-25	NP	PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级		295	2.79	170	4.94
2025-07-24	13F	罗纳德·布鲁信托公司		212	25.44	122	28.42
2025-07-08	13F	NBC 证券公司		1,081	0.65	1
2025-08-14	13F	Bamco Inc /纽约/		2,170,333	4.76	1,251,718	6.85
2025-08-14	13F	TCG 咨询服务有限责任公司		25,907	0.34	14,942	2.34
2025-08-22	NP	MBAAX - 全球策略师投资组合 A 类股		281	4.46	162	6.58
2025-08-14	13F	BI 资产管理 Fondsmaeglerselskab A/S		3,064	37.89	2	0.00
2025-08-28	NP	STFBX - State Farm 平衡基金		1,300	30.00	750	32.57
2025-08-26	NP	TCAF - T. Rowe 价格资本增值股票 ETF		10,852	13.35	6,259	15.59
2025-08-01	13F	桑坦德银行, SA		2,603		1,501
2025-07-17	13F	催化财富 RIA 有限责任公司		395		228
2025-07-24	NP	ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题		5		3
2025-08-20	NP	AQGNX - AQR 全球股票基金 N 类		214		123
2025-07-16	13F	石松资产管理公司		890,123	11.87	513,370	14.10
2025-07-29	NP	SLCAX - Siit 大盘基金 - A 类		11,972	2.97	6,752	-1.65
2025-08-08	13F	Geode资本管理有限公司		1,993,524	1.75	1,146,298	3.67
2025-07-23	NP	NMCAX - Voya MidCap Opportunities Fund A 类		19,875	17.97	11,210	12.68
2025-07-10	13F	阿迪克斯财富管理有限公司		3		2
2025-08-13	13F	福拉资本有限责任公司		3,613		2,084
2025-08-13	13F	卢米斯·塞尔斯公司		76,292	3.95	44,001	107,217.07
2025-08-14	13F	沃伦·艾弗里特资产管理有限责任公司		555	11.45	320	13.88
2025-07-29	NP	LCIAX - Siit 大盘指数基金 - A 类		2,600	8.33	1,466	3.46
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		1,713	2.82	988	4.78
2025-04-29	NP	SMIPX - 中等资本投资组合 - I 类		605	51.25	357	46.91
2025-08-14	13F	魁北克加丁储蓄银行联合会		12,011	63.57	6,929	66.86
2025-06-30	NP	VIG - 先锋股息增值指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		418,887		228,339
2025-08-13	13F	泉源财务顾问有限责任公司		373	1.63	215	3.86
2025-08-14	13F	布斯贝基金管理有限公司		757		437
2025-08-14	13F	元盛资本集团有限公司		1,973		1,138
2025-08-14	13F	联伯恩斯坦有限责任公司		259,743	0.96	149,804	2.96
2025-07-23	NP	NLCAX - Voya大盘成长基金A类		12,620	35.06	7,118	29.00
2025-08-08	13F	资本投资咨询服务有限责任公司		2,322	0.43	1,339	2.45
2025-08-12	13F	克拉保险企业控股有限公司		42		0
2025-08-22	NP	FMDE - 富达增强型中盘 ETF		42,426	24.99	24,469	27.47
2025-08-01	13F	霍华德资本管理公司		464	11.27	268	13.62
2025-08-04	13F	联合银行		16,843	1.79	10	0.00
2025-08-26	NP	FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		564	7.22	325	9.43
2025-07-21	13F	部门财富管理有限责任公司		3,756	6.55	2,166	8.68
2025-03-25	NP	FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,772	94.33	2,251	103.16
2025-06-25	NP	DGRO - iShares 核心股息增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		75,130	21.83	40,954	11.28
2025-06-26	NP	贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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		20	66.67	11	42.86
2025-07-31	13F	三井住友信托控股公司		180,419	0.09	104,055	2.08
2025-08-06	13F	一家财富资本管理有限公司		1,274	0.39	735	2.37
2025-07-28	NP	UPRO - ProShares UltraPro S&P500		4,042	15.35	2,280	10.15
2025-07-30	13F	鲍嘉财富有限责任公司		20	233.33	12	266.67
2025-06-23	NP	IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,291	0.46	1,794	-8.29
2025-08-14	13F	综合财富概念有限责任公司		3,160	75.36	1,823	78.80
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,405	129.20	810	134.10
2025-08-26	NP	IUSG - iShares 核心标普美国增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		61,265	1.93	35,334	3.96
2025-08-14	13F	农林中金银行		5,187	5.97	2,992	8.06
2025-08-15	13F/A	乐天证券公司		95	1.06	55	1.89
2025-06-26	NP	FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		52,234	8.32	28,473	-1.05
2025-07-30	13F	IMG 财富管理有限公司		5		3
2025-08-13	13F	佛罗里达州退休系统国家管理局		75,789	1.09	43,711	3.10
2025-03-27	NP	PALC - Pacer Lunt 大盘多因素交流发电机 ETF		4,413	243.69	2,634	274.54
2025-07-29	13F	芝加哥合伙人投资集团有限责任公司		835	70.76	443	64.07
2025-08-22	NP	FELG - 富达增强型大盘成长 ETF		37,404	16.91	21,572	19.24
2025-06-26	NP	FGRIX - 富达增长和收入投资组合 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		2,100	10.53	1,145	0.97
2025-08-27	NP	VMGIX - 先锋中型成长指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		600,676	4.36	346,434	6.43
2025-07-11	13F	财富桥投资顾问公司		3,562	20.46	2	100.00
2025-08-13	13F	宽博科技有限公司		40,796	282.20	23,529	289.79
2025-08-01	13F	杰克逊霍尔信托银行		119	395.83	69	385.71
2025-07-16	13F	史蒂芬森国家银行和信托公司		60		35
2025-08-12	13F	Coalescent Partners 投资管理有限合伙人		38,556	8.03	22,237	10.18
2025-06-27	NP	DUBS - Aptus 大盘增强收益 ETF		298	4.56	162	-4.71
2025-07-24	13F/A	麦克尔亨尼谢菲尔德资本管理有限责任公司		834		481
2025-08-12	13F	APG 资产管理公司		74,955	32.12	36,827	24.00
2025-06-26	NP	ETLGX - E*TRADE 免费大盘指数基金		11		6
2025-07-23	13F	圆景资本有限责任公司		7,566	1.18	4,364	3.19
2025-08-14	13F	维登咨询有限责任公司		7,851	8.24	4,528	10.39
2025-08-06	13F	Vestmark 咨询解决方案公司		4,482	20.81	2,585	23.16
2025-08-26	13F/A	路德教会的 Thrivent 金融		58,803	6.84	34	6.45
2025-07-17	13F	LVW 顾问有限责任公司		1,691	8.19	975	10.42
2025-08-26	NP	JLPSX - 摩根大通美国大型核心Plus基金I类		25,834		14,900
2025-07-29	NP	GBFFX - GMO 无基准基金 III 类	Short	-2,491	9.25	-1,405	4.31
2025-08-08	13F	橡蓟有限责任公司		4,372		2,522
2025-08-14	13F	信托信托公司		3,965	10.91	2,287	13.11
2025-08-14	13F	北卡罗来纳州财政部长		35,130	0.99	20	5.26
2025-07-09	NP	Putnam ETF 信托 - Putnam 可持续领导者 ETF -		9,688	139.27	5,464	128.62
2025-08-11	13F	先锋集团公司		9,508,242	1.40	5,483,783	3.42
2025-07-28	13F	里索尔兹财富管理		867	6.77	500	8.93
2025-08-14	13F	德肖公司		14,696	7.84	8,476	9.98
2025-06-26	NP	MSTVX - 晨星另类基金				435	8,580.00
2025-08-14	13F	原子金融集团有限公司		1,378	15.70	794	17.98
2025-08-14	13F	哥谭资产管理有限公司		2,529	139.04	1,459	143.81
2025-08-27	13F/A	Squarepoint Ops LLC		230,215	3.08	132,774	5.13
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		235	19.90	128	10.34
2025-08-05	13F	斯卡伯勒顾问有限责任公司		1		1
2025-08-07	13F	米德资产管理公司		61	17.31	35	20.69
2025-08-26	NP	FLQM - 富兰克林 LibertyQ 美国中型股票 ETF		29,568	11.39	17,053	13.61
2025-08-08	13F	IMA 财富公司		1		1
2025-08-27	13F/A	Squarepoint Ops LLC	Call	2,500		1,442
2025-08-27	13F/A	Squarepoint Ops LLC	Put	2,300		1,327
2025-07-23	13F	马里兰州退休金系统		3,655	2.87	2,108	4.88
2025-07-24	13F	拉米雷斯资产管理公司		686	34.77	396	37.63
2025-07-29	NP	CLSE - 融合多/空股票 ETF		0	-100.00	0	-100.00
2025-08-08	13F	MTM 投资管理有限责任公司		32		18
2025-08-26	NP	特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准		4,823	1.79	2,782	3.81
2025-07-25	NP	FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,386	5.43	5,294	0.68
2025-07-14	13F	伽玛投资有限责任公司		1,026	14.77	592	17.03
2025-08-05	13F	桥水顾问公司		466	6.88	249	5.53
2025-08-13	13F	哈弗福德信托公司		363		209
2025-08-08	13F	安联保险		4,575	12.27	2,639	14.50
2025-08-12	13F	Nuveen有限责任公司		218,435	4.79	125,980	6.87
2025-08-26	NP	RPMGX - T. Rowe Price 中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		450,000		259,533
2025-08-28	NP	SPIN - SPDR SSGA 美国股票溢价收益 ETF		135	400.00	78	413.33
2025-07-25	13F	斯蒂芬斯咨询有限公司		3		2
2025-08-13	13F	Geo Capital Gestora de Recursos 有限公司		2,475	2,451.55	1
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		106,783	11.45	61,586	13.66
2025-08-18	13F	吉诺斯财富管理公司		91	4.60	52	6.12
2025-07-28	13F	威尔逊资产管理（国际）有限公司		34,819	11.49	20,082	13.70
2025-08-11	13F	花旗集团		147,833	25.45	85,261	27.94
2025-07-25	13F	红杉财务顾问有限责任公司		2,560	4.49	1,477	6.57
2025-07-08	13F	北卡罗来纳州韦伯斯特银行		14		8
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		228	16.92	131	19.09
2025-04-01	NP	FYLG - Global X Financials 备兑看涨期权和成长 ETF		23	9.52	14	18.18
2025-08-28	NP	ADSIX - 纪律成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,923	89.06	2,263	92.84
2025-07-16	13F	ORG 财富合伙人有限公司		875	12.18	509	14.93
2025-08-22	NP	MIMPX - 全球策略师投资组合 I 级		41	2.50	24	4.55
2025-08-12	13F	英国保诚集团		12,865	1,233.16	7,420	1,261.28
2025-08-12	13F	泰仁资本有限公司		360		208
2025-04-29	NP	SWSAX - SIIT 世界精选股票基金 A 类		2,479	4.20	1,464	0.90
2025-07-09	NP	普特南 ETF 信托 - 普特南可持续未来 ETF -		9,454	11.87	5,332	6.85
2025-08-27	NP	BFGFX - 男爵聚焦成长基金		180,000	20.00	103,813	22.38
2025-08-12	13F	摩根大通公司		786,321	27.70	453,513	30.24
2025-08-14	13F	选择股权集团，有限合伙人		42,582	10.34	24,559	12.53
2025-08-13	13F	主题 ETFS 有限责任公司		3,122	7.62	1,801	9.76
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		3,932	752.93	2,218	715.07
2025-08-25	NP	MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别		7,542	1.58	4,350	3.60
2025-08-08	13F	詹森投资管理公司		11,050	19.59	6,373	21.95
2025-08-13	13F	西北互助财富管理公司		6,697	18.18	3,862	20.54
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票		766	20.63	442	22.84
2025-08-14	13F	间隔合伙人有限合伙人		4,614	35.47	2,661	38.16
2025-07-25	13F	钢铁金融有限责任公司		427	0.47	246	2.50
2025-08-26	NP	EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类		3,142	9.94	1,812	12.13
2025-07-30	NP	GDE - WisdomTree高效金加股票策略基金 N/A		178	134.21	100	127.27
2025-07-17	13F	CWA资产管理集团有限责任公司		469	10.87	271	12.97
2025-07-28	13F	道明资产管理公司		112,214	196.45	64,718	202.35
2025-08-15	13F	卡克斯顿联合律师事务所		12,823	279.38	7,396	286.97
2025-07-29	NP	VRVIX - Vanguard Russell 1000 价值指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17,222	8.94	9,714	4.06
2025-08-26	NP	LEAD - Siren DIVCON 领先股息 ETF		2,190	3.01	1,263	5.07
2025-08-07	13F	麦哲伦资产管理有限公司		305,011		175,912
2025-04-28	NP	LGRO - 四级大盘成长主动型 ETF		3,279	1.30	1,936	-1.88
2025-08-11	13F	财富尖塔顾问有限责任公司		1,171	18.88	675	21.40
2025-08-04	13F	阿特里亚投资有限公司		14,831	6.93	8,554	9.05
2025-06-26	NP	FGILX - 富达全球股票收益基金 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		1,589	23.27	866	12.61
2025-07-28	NP	AVUQ-Avantis美国优质ETF		109		61
2025-08-15	13F	CI 私人财富有限责任公司		80,342	7.78	46,335	9.92
2025-08-05	13F	美国资本咨询有限责任公司		2		1
2025-08-13	13F	梅蒂奇集团有限合伙人		311,315		179,548
2025-08-13	13F	资本基金管理公司		27,801		16,034
2025-07-23	13F	钢峰财富管理有限公司		1,080		623
2025-07-29	NP	JSTC - Adasina 社会正义全盘全球 ETF		1,735	16.05	979	10.88
2025-07-15	13F	俄亥俄州公共雇员退休制度		38,183	34.50	22,022	37.18
2025-07-25	13F	Verdence 资本顾问有限责任公司		3,265	2.00	1,883	3.98
2025-06-17	NP	CFGRX - 成长基金股票		3,715	0.27	2,025	-8.41
2025-08-25	NP	MML 系列投资基金 - MML 中型成长基金初始级		4,756	1,083.08	2,743	1,107.93
2025-07-18	13F	影响资本合伙公司		418	9.42	241	11.57
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		6,648	7.73	3,750	2.88
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		25,554	326.11	14,738	334.62
2025-08-28	NP	SSAQX - 道富美国核心股票基金		52,903	6.27	30,511	5.15
2025-06-26	NP	OWTEX - 老韦斯特伯里全股票基金		4,595		2,505
2025-08-28	NP	SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,591	42.27	2,071	40.79
2025-06-17	NP	CFAGX - 中型成长基金股票		4,090	2.25	2,229	-6.62
2025-08-06	13F	金州财富管理有限责任公司		168	663.64	97	700.00
2025-07-22	13F	HFM投资顾问有限责任公司		2	100.00	1
2025-08-15	13F	大西人寿保险公司 /can/		56,203	12.31	32	14.29
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级		296	9.23	171	11.11
2025-08-27	NP	BARAX - 男爵资产基金		53,000	12.77	30,567	15.01
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	112,000	167.94	64,595	173.27
2025-07-09	13F	捷克国家银行		18,912	6.04	10,907	8.15
2025-07-15	13F	毅力家族办公室有限责任公司		13	30.00	7	40.00
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,370,344	1.67	1,367,072	3.69
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		6,139	69.59	3,541	72.94
2025-06-26	NP	贝莱德基金 - iShares 罗素中型股指数机构基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,128	1.03	7,156	-7.71
2025-08-28	NP	北极光基金信托 - BTS 增强型股票收益基金 - I 类		193		111
2025-08-20	NP	RGLO——全球股票主动型ETF		924		533
2025-08-11	13F	经验金融有限责任公司		2,772	0.73	1,599	2.70
2025-07-22	13F	简单财富有限责任公司		1,475	179.89	851	185.23
2025-08-27	NP	BBVLX - Bridge Builder 大盘价值基金		1,639	10.07	945	12.23
2025-08-12	13F	Axq资本有限合伙人		371		214
2025-07-17	13F	HB 财富管理有限责任公司		1,826	19.97	1,053	22.44
2025-08-11	13F	独立顾问联盟		488	2.31	282	4.46
2025-07-22	NP	GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF		595	6.25	336	1.52
2025-07-10	13F	Threadgill 金融有限公司		14,806	98.71	8,539	102.68
2025-04-28	NP	GBATX - GMO战略机会配置基金III级		0	-100.00	0	-100.00
2025-08-26	NP	IIFAX - Voya 平衡收益投资组合 ADV 级		2,028	19.01	1,170	21.39
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		9,100		5,248
2025-08-04	13F	俄亥俄州		77,598	2.37	44,754	4.41
2025-08-12	13F	CenterBook 合作伙伴有限责任公司		2,548	287.82	1,470	295.96
2025-08-14	13F	隆奥资产管理（欧洲）有限公司		17,092		9,858
2025-08-27	NP	Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a)		78,700	1,971.05	45,389	2,013.08
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		79	31.67	43	22.86
2025-04-01	NP	XYLE - Global X S&P 500 ESG 备兑看涨 ETF		7	75.00	4	100.00
2025-07-24	NP	DESRX - DWS ESG 核心股票基金 R 类		3,568	4.88	2,012	0.20
2025-07-14	13F	公园大道证券有限公司		1,619		1
2025-08-08	13F	大西洋信托有限责任公司		25		14
2025-08-14	13F	Numerai GP 有限责任公司		2,300	102.29	1,327	106.54
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		65,845	3.86	35,893	-5.13
2025-08-14	13F	拉弗蒂资产管理有限责任公司		25,722	1.05	14,835	3.06
2025-08-08	13F	基贝克阿尔法，LP		633		365
2025-08-12	13F	第一长岛投资者有限责任公司		17,477	0.33	10,080	2.32
2025-07-25	13F	LRI 投资有限责任公司		108	5.88	62	8.77
2025-08-05	13F	克雷斯特伍德顾问集团有限责任公司		660	25.95	381	28.38
2025-08-14	13F	佛罗里达城市国家银行/msd		595	12.90	343	15.10
2025-07-29	NP	VRNIX - Vanguard Russell 1000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11,722	6.49	6,611	1.71
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		7,475	127.07	4,491	143.81
2025-08-26	NP	PNOPX - PUTNAM 可持续领袖基金 A 类股票		82,500	127.27	47,581	131.80
2025-07-25	NP	SNPE - Xtrackers S&P 500 ESG ETF		3,905	6.52	2,202	1.76
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票		11,800	126.92	6,806	131.46
2025-07-29	NP	VRGWX - Vanguard Russell 1000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		54,411	5.98	30,689	1.22
2025-08-12	13F	埃德蒙德罗斯柴尔德控股公司		12,461	1.46	7,187	3.47
2025-06-26	NP	管理账户系列 - BlackRock GA 纪律波动股票基金 K 级		11,887	39.42	6,480	27.34
2025-08-04	13F	米格达勒保险金融控股有限公司		97	46.97	0
2025-08-06	13F	米德尔顿公司/马		12,435	0.72	7,172	2.72
2025-08-14	13F	索恩资本管理有限公司		31,405	55.14	18,113	58.22
2025-07-23	13F	沃姆瑟兄弟管理公司		252		145
2025-08-18	NP	太平洋精选基金 - 中型成长投资组合 I 类		4,703		2,712
2025-07-31	13F	B&T 资本管理 DBA Alpha 资本管理		7,917	3.76	4,566	5.84
2025-08-26	NP	IWD - iShares Russell 1000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		84,955	7.47	48,997	9.61
2025-08-12	13F	坎伯兰合伙人有限公司		7,000	21.74	4,037	24.18
2025-07-28	NP	AVLC - Avantis 美国大盘股票 ETF		436	19.45	246	13.95
2025-06-27	NP	HAPY - 港湾企业文化领袖ETF		86	2.38	47	-8.00
2025-03-31	NP	FSST - 富达可持续发展美国股票 ETF		46		27
2025-08-15	NP	MTCGX - M 大盘成长基金		760		438
2025-08-12	13F	EULAV资产管理		203,971	0.01	117,638	1.99
2025-06-30	NP	CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,575	1.35	859	-7.44
2025-08-12	13F	景观资本管理有限公司		2,298	338.55	1,325	347.64
2025-08-18	13F	Onefund有限责任公司		206		0
2025-07-24	13F	卡伦家族办公室有限责任公司		3,627	92.93	2,092	96.71
2025-07-16	13F	佩里贡财富管理有限责任公司		675	14.60	389	16.82
2025-08-27	NP	LGH - HCM Defender 500 指数 ETF		461	10.82	266	12.77
2025-08-12	13F	鹭湾资本管理公司		11,638	0.24	6,712	2.24
2025-08-14	13F	斯蒂菲尔金融公司		30,173	4.93	17,426	7.02
2025-08-14	13F	埃文泰德资产管理有限公司		33,849	3.59	19,522	5.70
2025-06-27	NP	SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类		2,039	3.82	1,111	-5.20
2025-08-14	13F	山顶控股公司		755	2.58	435	4.82
2025-07-25	NP	LOWV - AB 美国低波动性股票 ETF		1,407	51.78	794	44.97
2025-06-30	NP	NSFMX - Natixis 可持续未来 2060 基金 N 类		63	21.15	34	9.68
2025-07-22	13F	法雷奥财务顾问有限责任公司		665	7.26	384	9.43
2025-08-12	13F	伊芙琳合伙投资管理服务有限公司		4,971	158.91	2,774	164.35
2025-08-14	13F	第一资产管理有限公司		1,607		926
2025-08-08	13F	哈特兰有限公司		864	16.29	498	18.57
2025-08-14	13F	Polymer资本管理（美国）有限责任公司		812	48.18	468	51.46
2025-08-19	NP	西北互助系列基金公司 - 中型成长股票投资组合		19,503	4.22	11,248	6.29
2025-08-19	13F	安佳投资管理有限公司		29	16.00	17	14.29
2025-08-06	13F	霍尔马克资本管理公司		938	2.29	541	4.25
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		556	4.32	321	6.31
2025-08-14	13F	采石场LP		1,008	7.81	581	10.04
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类		3,257		1,878
2025-08-13	13F	新斯科舍银行		59,638	127.69	34,396	132.23
2025-08-27	NP	VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		26,162	1.55	15,089	3.57
2025-08-28	NP	MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		211	174.03	122	181.40
2025-08-05	13F	蒙塔纳罗资产管理有限公司		12,750	6.25	7,353	8.36
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		44,689	1,550.87	25,774	1,584.51
2025-08-26	NP	GAFCX - Virtus AlphaSimplex 全球另类基金 C 类		123	21.78	71	22.81
2025-08-14	13F	Peapack Gladstone 金融公司		944	0.32	1
2025-08-28	NP	TPLC - Timothy Plan 美国大盘核心 ETF		2,251	62.41	1,298	65.77
2025-08-12	13F	Mediolanum国际基金有限公司		27,951	24.30	16,111	28.30
2025-08-15	13F/A	GCQ 基金管理有限公司		110,964	26.11	63,997	28.62
2025-08-26	NP	富兰克林邓普顿可变保险产品信托 - 富兰克林中小型股增长 VIP 基金 1 级		13,800	2.99	7,959	5.04
2025-08-05	13F	新方资本有限责任公司		34	6.25	20	5.56
2025-07-29	NP	GAAVX - GMO 另类配置基金 VI 类	Short	-4,021	0.53	-2,268	-4.02
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始		461	3.36	266	5.16
2025-08-27	NP	Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类		19,200	2,033.33	11,073	2,079.72
2025-06-30	NP	NSFFX - Natixis 可持续未来 2030 基金 N 类		38	18.75	21	5.26
2025-06-26	NP	贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		873	2.22	476	-6.68
2025-06-24	NP	QAACX - Federated MDT All Cap 核心基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,349	3.07	1,280	-5.88
2025-05-22	NP	HLGE - 哈特福德长寿经济 ETF		70		40
2025-06-23	NP	PMBMX - 中型股基金 (又名中型股混合基金) R-3		1,018,451	1.40	555,168	-7.38
2025-07-11	13F	TrimTabs 资产管理有限责任公司		6,289		3,627
2025-03-27	NP	PTLC - Pacer Trendpilot 美国大盘 ETF		5,410	9.47	3,229	20.81
2025-08-07	13F	中西部信托公司		2,456		1,416
2025-08-14	13F	完整投资管理公司		138	15.97	80	17.91
2025-07-24	13F	PDS 规划公司		532	0.76	307	2.68
2025-08-05	13F	蒙特利尔银行/can/		119,392	9.38	68,858	11.56
2025-08-19	NP	Securian 基金信托 - SFT 常春藤成长基金		25,527	2.33	14,722	4.37
2025-03-28	NP	GUSYX - Grandeur Peak 美国坚定基金机构级		1,868	207.24	1,115	221.04
2025-08-06	NP	林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类		21,690	4.69	12,509	6.77
2025-08-14	13F	都铎投资公司等	Call	400		231
2025-08-07	13F	杰克逊希尔顾问有限公司		14,000	460.00	8,074	471.41
2025-07-29	13F	史泰布尔福德资本II有限责任公司		1,777		971
2025-08-05	13F	iA全球资产管理公司		8,163	10.56	5	0.00
2025-07-28	13F	港口投资公司		268	8.50	155	10.79
2025-07-18	13F	美国金融组合公司		426		246
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类		108		62
2025-03-27	NP	PTMAX - PGIM QMA 大盘核心股票基金 A 类		6,600	40.43	3,939	46.72
2025-08-01	13F	Y-Intercept (香港) 有限公司		6,592	194.68	3,802	200.47
2025-08-19	13F	新桥金融服务集团有限公司		230		133
2025-08-12	13F	德意志银行\		493,693	7.68	284,732	9.82
2025-08-21	NP	MXMVX - Great-West 中盘价值基金投资者类别		4,364		2,517
2025-08-14	13F	金融网络财富顾问有限责任公司		102	0.99	59	1.75
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		1,030	3.52	561	-5.40
2025-07-17	13F	风险投资远见伙伴有限责任公司		424	6.53	245	8.44
2025-07-21	13F	美洲咨询服务有限责任公司		20		12
2025-07-21	13F	111资本		891		514
2025-08-01	13F	瑞穗证券美国有限公司		5,340		3,080
2025-07-28	NP	MID - 美国世纪中盘成长影响ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,558	1.48	3,135	-3.09
2025-07-28	13F	英国全球资产管理公司		680		0
2025-08-14	13F	FIL有限公司		55,912	33.04	32,247	35.68
2025-07-23	13F	梅塔夫·达什投资有限公司		5,453	43.20	3,145	46.03
2025-08-13	13F	双峰财富顾问有限责任公司		22		12
2025-08-13	13F	丽都顾问有限责任公司		2,937	131.26	1,694	135.93
2025-06-24	NP	SFLNX - 嘉信基本美国大公司指数基金机构股 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,969	4.13	2,709	-4.88
2025-08-08	13F	菲埃拉资本公司		969,850	2.18	559,351	4.21
2025-08-12	13F	创始者有限公司		2,423		1,397
2025-08-14	13F	道富银行		3,281,311	1.41	1,892,463	3.42
2025-08-27	NP	Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a)		62,836	1.44	36,240	3.46
2025-08-06	13F	方正金融证券有限公司		412	3.26	238	11.27
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		9,526	6.96	5,373	2.15
2025-07-18	13F	布尔金资本管理有限公司		618		356
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		64,175	4.96	37,012	7.05
2025-05-15	13F	乐天投资管理公司		7,117		3,975
2025-08-06	13F	安德拉·AP-丰登		26,700	10.79	15,399	12.99
2025-06-30	NP	NSFLX - Natixis 可持续未来 2055 基金 N 类		77	22.22	42	10.81
2025-07-28	NP	EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		776	15.48	438	10.35
2025-06-27	NP	VEGN - 美国纯素气候 ETF		366	4.57	200	-4.33
2025-07-15	13F	准确财富管理有限责任公司		4,853		2,818
2025-06-26	NP	GLOF - iShares Edge MSCI 多因子全球 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		636	10.23	347	0.58
2025-05-22	NP	RND - First Trust Bloomberg 研发领袖 ETF		29	7.41	16	0.00
2025-08-14	13F	沃隆资本管理有限公司		7,899	133.98	4,556	138.61
2025-08-28	NP	SEIQ - SEI 增强型美国大盘质量因子 ETF		5,592	4.04	3,225	6.12
2025-08-28	NP	SSTIX - 道富总回报 VIS 基金 1 类股票 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		440	12.24	254	14.48
2025-08-22	NP	FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		35,428	15.55	20,433	17.85
2025-07-14	13F	格里斯金融有限公司		1,505	1.35	868	3.34
2025-06-23	NP	LGPIX - 大盘成长型基金投资者类别		166	107.50	90	91.49
2025-06-24	NP	BBUS - 摩根大通 BetaBuilders 美国股票 ETF		6,858	4.40	3,738	-4.64
2025-08-14	13F	第一基金会顾问		7,998	0.55	4,613	2.53
2025-08-12	13F	博雷尔资本管理有限公司		1,157		667
2025-08-14	13F	Perbak 资本合伙公司		6,422	624.01	3,704	639.12
2025-06-27	NP	TWSMX - 战略配置：中等基金投资者类别 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		1,345	12.08	733	2.37
2025-07-31	13F	地面膨胀资本有限责任公司		670		386
2025-06-26	NP	TILIX - TIAA-CREF 大盘成长指数基金机构类别		24,674	6.64	13,450	-2.59
2025-08-26	NP	GRZZX-Leuthold Grizzly Short基金	Short	-837	-7.62	-483	-5.86
2025-06-24	NP	SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,239	5.77	2,856	-3.38
2025-08-14	13F	瑞银资产管理美洲公司		513,226	2.85	295,998	4.89
2025-07-29	NP	SHRAX - ClearBridge 积极增长基金 A 类 This fund is a listed as child fund of Clearbridge, 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		152,700	6.63	86,126	1.85
2025-08-14	13F	加拿大帝国商业银行世界市场公司		9,749	3.71	5,623	5.78
2025-08-06	13F	NVWM有限公司		2,409	35.95	1,389	38.62
2025-07-29	NP	VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		48,874	1.90	27,566	-2.67
2025-07-31	13F	尼萨投资顾问有限公司		26,433	2.66	15,245	4.69
2025-08-29	NP	DLN - WisdomTree 美国大型股红利基金不适用		6,124	6.78	3,532	8.88
2025-08-12	13F	德国商业银行		27,775	20.02	16	23.08
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		39,937	523.14	23,033	535.57
2025-08-08	13F	公民金融集团公司/ri		1,976	2.33	1,139	4.30
2025-08-12	13F	MAI资本管理		3,981	5.23	2,296	7.34
2025-08-05	13F	吉尔伯特和库克公司		1,000	0.20	577	2.13
2025-08-29	NP	QGRW - WisdomTree 美国质量增长基金不适用		10,515	47.97	6,064	50.92
2025-07-14	13F	清港资产管理有限责任公司		7,934	0.01	4,576	1.98
2025-08-14	13F	原子投资者有限合伙人		3,492		2,014
2025-08-05	13F	机械资本公司		5,402	48.69	3,116	51.66
2025-06-26	NP	ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,805	8.05	11,341	-1.30
2025-07-31	13F	白金汉战略合作伙伴		2,318	7.91	1,337	10.05
2025-07-29	13F	美国互助资本管理有限公司		9,718	7.61	5,605	9.73
2025-08-04	13F	翡翠顾问有限公司		871	1.99	502	4.15
2025-07-29	NP	VFTNX - 先锋富时社会指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		40,274	0.77	22,715	-3.75
2025-08-14	13F	福帆资本有限责任公司		505		291
2025-08-26	NP	WAMFX - 华登中型股基金		2,935		1,693
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		201	8.06	116	9.52
2025-08-14	13F	里格斯资产管理有限公司		9	800.00	5
2025-08-14	13F	赛普拉斯资产管理公司/德克萨斯州		1,332	2.46	768	4.49
2025-07-30	13F	达戴维森公司		1,025	9.86	591	11.93
2025-08-14	13F	CoreCap 顾问有限责任公司		34	41.67	20	46.15
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		186	63.16	107	67.19
2025-08-08	13F	乌龟投资管理有限公司		4		2
2025-08-28	NP	IWR - iShares Russell 中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		261,767	2.00	150,971	4.03
2025-08-14	13F	Cinctive资本管理有限责任公司		4,817	438.81	2,778	450.10
2025-07-25	NP	QARP - Xtrackers Russell 1000 美国优质价格合理 ETF		250	6.38	141	2.17
2025-08-11	13F	忠利投资管理有限公司		107		62
2025-08-08	13F	维斯特科公司		1,656	15.40	1
2025-08-12	13F	乔特投资顾问公司		28,869	15.53	16,650	17.83
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		49		28
2025-08-14	13F	Glenmede投资管理有限公司		25,055		14,450
2025-07-29	13F	有志者有限公司		347		200
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		255,809	6.68	139,444	-2.55
2025-08-29	NP	SPXUX-WisdomTree 500 数字基金 N/A		17	183.33	10	200.00
2025-07-24	NP	FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		14,000	7.69	7,896	2.87
2025-08-06	13F	里亚托财富管理有限责任公司		34	6.25	20	5.56
2025-06-23	NP	PLFMX - 大型股标准普尔 500 指数基金 R-3		13,681	1.06	7,458	-7.69
2025-08-12	13F	Insigneo 咨询服务有限公司		21,162	3,058.51	12,205	3,128.57
2025-08-14	13F	主要街道合作伙伴有限责任公司		1,020	101.18	588	105.59
2025-07-29	NP	JNVIX - Jensen 质量价值基金 - I 股票		9,640	7.47	5,437	2.66
2025-08-08	13F	三菱日联信托银行		101,762	22.88	58,690	25.32
2025-08-13	13F	吉布斯财富管理		4,357		2,513
2025-07-15	13F	财务管理专业人士公司		39	14.71	22	15.79
2025-08-12	13F	综合顾问网络有限责任公司		1,051	21.08	606	23.67
2025-08-12	13F	三菱日联证券美国公司		1,715	24.73	989	27.28
2025-08-12	13F	托克维尔资产管理公司		5,081	0.10	2,930	2.09
2025-07-14	13F	托特金融咨询公司		1,918	11.51	1,106	13.79
2025-07-31	13F	Wealthfront 顾问有限公司		6,848	10.33	3,950	12.51
2025-05-15	13F	德克萨斯州永久学校基金		10,813		5,894
2025-08-25	NP	VMACX - Virtus KAR 中盘核心基金 A 类		145,192	43.02	83,738	45.86
2025-08-05	13F	蓝色谷仓财富有限责任公司		593	1.54	342	3.64
2025-08-18	NP	PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类		1,354	6.45	781	8.48
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		341	8.60	186	-1.07
2025-08-14	13F	斯科特·马什金融有限责任公司		4,858		2,802
2025-08-26	NP	UDIV - 富兰克林 LibertyQ 全球股息 ETF		260	25.60	150	27.35
2025-08-28	NP	RSMOX - Victory RS 中型成长基金 A 类		1,560	4.00	900	6.01
2025-08-26	NP	IXG - iShares 全球金融 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		3,080	3.22	1,776	5.28
2025-08-28	NP	QWLD - SPDR MSCI 世界战略因素 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20	100.00	12	120.00
2025-08-27	NP	VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		37,432	0.71	21,589	2.71
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		5,824	2.12	3,285	-2.47
2025-08-19	13F	咨询服务网络有限责任公司		994	11.81	558	11.16
2025-08-26	NP	QCEQRX - 股票指数账户类别 R1		37,994	13.74	21,913	16.00
2025-06-26	NP	TRPWX - TIAA-CREF 机构级中型成长基金		26,814		14,617
2025-06-30	NP	PFM - Invesco Dividend Achievers 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		2,253		1,228
2025-07-24	13F	罗伯逊·斯蒂芬斯财富管理有限责任公司		582	0.69	336	2.76
2025-08-14	13F	柯罗尼集团有限责任公司		25,179	1.82	14,522	3.85
2025-08-22	NP	CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF		96		55
2025-06-17	NP	商业基金 - 中型价值基金股票		790	3.95	431	-5.08
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		35,477	0.37	19,339	-8.32
2025-08-12	13F	荷兰银行		0		0
2025-08-14	13F	淡马锡控股（私人）有限公司		392,047	6.35	226,109	8.47
2025-08-06	13F	马拉加湾资本有限责任公司		1,486	48.01	857	51.15
2025-08-18	13F	金刚狼贸易有限公司	Call	5,000	78.57	2,882	84.39
2025-08-18	13F	金刚狼贸易有限公司	Put	5,000	194.12	2,882	203.69
2025-08-26	NP	IEOPX - Voya 大盘成长投资组合 ADV 级		34,407	30.17	19,844	32.76
2025-08-25	NP	QWVPX - Clearwater 核心股票基金		1,200	9.09	692	11.25
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金		2,257	37.79	1,302	40.50
2025-08-14	13F	淡马锡控股（私人）有限公司	Put	28,100		16,206
2025-08-28	NP	SSUSX - 道富美国股票 VIS 基金 1 类股票 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		228	9.62	131	8.26
2025-07-29	NP	ESGV - 先锋ESG美国股票ETF ETF股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16,510	0.46	9,312	-4.05
2025-08-07	13F	金路德资本管理公司		2,084	0.14	1,202	2.13
2025-08-07	13F	英杰华公司		98,874	4.56	57,025	6.63
2025-08-07	13F	阿卡迪亚资产管理有限公司		154,994	89.99	89	93.48
2025-05-05	13F	林布鲁克资本有限公司		339	35.60	192	27.33
2025-08-26	NP	SPFFX-Sphere 500 气候基金		62	21.57	36	25.00
2025-08-26	NP	PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		54,161	13.58	31,237	15.83
2025-07-28	NP	RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,583	11.40	893	6.32
2025-08-06	13F	Wsfs 资本管理有限公司		1,524	1.13	879	3.05
2025-08-14	13F	奇尔顿投资有限公司		607	14.53	350	17.06
2025-07-22	13F	Gsa资本合伙公司		1,276	1.75	1
2025-08-07	13F	美国合作伙伴有限责任公司		4,376	26.84	2,524	29.38
2025-08-01	13F	Fjarde Ap-fonden /第四瑞典国家养老基金		12,410	13.75	7	16.67
2025-08-13	13F	纽约州共同退休基金		49,376	1.01	28	3.70
2025-07-23	NP	CFMCX - 中型股基金		5,298	0.32	2,988	-4.17
2025-07-22	13F	戴维森卡恩资本管理有限责任公司		2,101	4.84	1,214	7.15
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		12,436	8.20	6,779	-1.17
2025-07-22	13F	PUREfi 财富有限责任公司		697	16.36	402	18.64
2025-07-24	13F	巴斯金金融服务公司		73,600	0.47	42	2.44
2025-07-30	NP	OUSA - ALPS \| O'Shares 美国优质股息 ETF 股票		7,377	0.44	4,161	-4.08
2025-08-14	13F	双山资本有限责任公司		19,695	243.06	11,359	249.91
2025-08-28	NP	STFGX - 国营农场增长基金		6,300	46.51	3,633	49.44
2025-08-14	13F	星云研究与开发有限责任公司		5,248	64.77	3,027	68.02
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		3,825	0.21	2,085	-8.43
2025-05-22	NP	HDUS - 哈特福德纪律美国股票 ETF		132	32.00	75	23.33
2025-08-01	13F	罗斯比金融（LCC）		319	1.92	184	9.58
2025-08-25	NP	MEFAX - MassMutual Select 中盘增长基金 A 类		62,606	148.28	36,107	153.22
2025-07-25	NP	SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		120,146	6.43	67,765	1.66
2025-08-12	13F	瓦德尔联合有限公司		491		283
2025-07-31	13F	布莱顿琼斯有限公司		2,392	403.58	1,379	414.55
2025-07-07	13F	惠理投资公司		4,402	6.07	2,535	7.92
2025-08-11	13F	入口点资本有限责任公司		671		387
2025-06-26	NP	PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,520	35.45	2,464	23.71
2025-08-01	13F	超越财富集体有限责任公司		2,011	40.24	1,160	43.09
2025-07-29	NP	BLES - 激励全球希望 ETF		539	5.69	304	1.00
2025-07-29	NP	JGQYX - 詹森全球质量增长基金 - Y 股		1,140		643
2025-08-14	13F	第一集团贸易有限公司		285	391.38	164	412.50
2025-08-14	13F	第一集团贸易有限公司	Put	300	200.00	173	208.93
2025-08-14	13F	Optiver控股有限公司		70	45.83	40	48.15
2025-08-27	NP	VHGEX - 先锋全球股票基金投资者股票 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		38,871		22,418
2025-07-22	13F	梅里特金融集团有限责任公司		7,456	2.12	4,300	4.17
2025-08-06	13F	莫德拉财富管理有限责任公司		8,635	0.13	4,980	2.11
2025-07-24	13F	科珀温德金融有限责任公司		1,793	1.13	1,034	3.09
2025-08-19	13F	怀俄明州		113		65
2025-08-12	13F	Ci投资公司		1,647	0.24	1
2025-06-18	NP	RSEAX - 美国战略股票基金A类		5,378		2,932
2025-08-14	13F	Qube研究与技术有限公司		350,738	90.07	202,285	93.85
2025-08-14	13F/A	巴克莱银行	Call	2,400		1
2025-08-29	NP	FTHMX - FullerThaler 行为中型股票基金机构股票		2,848	6.55	1,643	8.67
2025-08-27	NP	TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务		1,821	2.36	1,050	4.37
2025-08-08	13F	道明资本管理有限公司		24	2,300.00	14
2025-08-28	NP	SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		14,733	1.90	8,497	3.94
2025-08-13	13F	文艺复兴科技有限公司		140,521	115.45	81,044	119.74
2025-09-04	13F/A	顾问集团控股公司		8,191	131.58	4,722	135.81
2025-06-27	NP	TWHIX - 传统基金投资者类别 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		198,230	11.41	108,057	1.76
2025-08-08	13F	赋能咨询集团有限责任公司		18,627	0.24	10,743	2.24
2025-07-14	13F	银行家有限责任公司		734	3.97	423	6.02
2025-08-04	13F	惠伦财富管理公司		440		254
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		260,842	2.33	150	4.17
2025-08-07	13F	肯塔基州教师退休制度		6,129	1.11	4	0.00
2025-04-24	NP	BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,502	28.97	4,430	24.93
2025-07-24	13F	布莱尔·威廉公司		1,192	19.80	687	22.24
2025-08-05	13F	西区投资管理公司		34		20
2025-08-13	13F	象限资本集团有限公司		2,079	61.66	1,199	64.92
2025-08-27	NP	QCGLRX - 全球股票账户 R1 级		2,812	2.63	1,622	4.65
2025-08-28	NP	BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 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		3,100	269.93	90	-81.18
2025-07-16	13F/A	CX 机构		492	10.07	0
2025-08-26	NP	XVV - iShares ESG 筛选的 S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		677	25.14	390	27.87
2025-08-14	13F	伍德莱合伙公司		8,369	27.09	4,827	29.63
2025-03-25	NP	FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,563	105.22	3,917	114.46
2025-07-30	NP	景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		214	2.39	121	-2.44
2025-07-22	13F	资本顾问公司/ok		456	1.11	263	3.14
2025-08-25	NP	FTCE - First Trust 新构建核心盈利领先 ETF		226		130
2025-08-28	NP	DEMZ - DEMZ 政治捐款 ETF		1,369	96.98	790	100.76
2025-07-29	NP	Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF		78	39.29	44	30.30
2025-08-27	NP	VFINX - Vanguard 500 指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,196,187	1.79	1,266,629	3.81
2025-08-13	13F	奥西亚姆		70,824	751.56	40,847	768.53
2025-07-17	13F	V-Square 定量管理有限责任公司		513	16.86	296	18.95
2025-08-14	13F	Worldquant Millennium Advisors Llc		154,778	87.67	89,267	91.40
2025-08-11	13F	西太平洋银行		9,595	1,628.83	5,534	1,667.73
2025-07-18	13F	巴特利特财富管理有限公司		1		1
2025-08-27	NP	BFIUX - Baron FinTech 基金 R6 股票		3,300	4.76	1,903	6.85
2025-08-13	13F	RSM美国财富管理有限公司		3,788	30.13	2,185	32.69
2025-08-14	13F	工程师门经理 LP		67,823	109.95	39,116	114.13
2025-08-26	NP	BTMFX - 波士顿信托中型股基金		4,185		2,414
2025-04-18	NP	LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		58	65.71	34	61.90
2025-07-28	13F	达世币收购公司		7,345	6.23	3,899	0.03
2025-07-24	NP	Tema ETF 信托 - Tema 垄断和寡头 ETF		3,045	5.62	1,717	0.88
2025-08-13	13F	胜利资本管理公司		105,280	86.77	60,719	90.49
2025-08-14	NP	FLCGX - QUANTEX FUND 零售类		61	17.31	35	20.69
2025-07-21	13F	J. Safra Sarasin 控股公司		3,243	100.31	1,870	104.37
2025-06-25	NP	VLSRX - Virtus KAR 多头/空头股票基金 R6 级		1,997		1,089
2025-07-28	13F	波士顿信托华登公司		12,097		6,977
2025-08-29	13F	全面投资管理公司		3		2
2025-07-28	NP	SPXV - 标准普尔 500 前医疗保健 ETF		50	4.17	28	0.00
2025-08-12	13F	FourThought 金融合作伙伴有限责任公司		9,191	7.45	5,301	9.57
2025-08-21	NP	MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别		32,400	2,060.00	18,686	2,103.54
2025-08-07	13F	Apeiron RIA 有限责任公司		802	2.69	463	4.76
2025-08-14	13F	多伦多道明银行		54,445	33.66	31,401	36.31
2025-07-28	13F	布林莫尔信托公司		1,057	18.63	610	21.07
2025-07-23	13F	石门投资集团有限责任公司		398	5.85	230	8.02
2025-08-08	13F	M&G 有限公司		17,228	0.01	9,941	1.95
2025-07-22	NP	GINN - 高盛创新股票 ETF		1,190	19.24	671	13.92
2025-07-21	13F	克伦威尔控股有限公司		237	4.41	137	6.25
2025-06-30	NP	QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF		1,226	16.76	668	6.71
2025-08-13	13F	裸金融服务公司		7	600.00	4
2025-08-29	NP	GCPAX - Gateway 股票认购溢价基金 A 类		1,270	34.68	732	37.34
2025-07-30	13F	内华达州惠蒂尔信托公司		583	0.69	336	2.75
2025-08-27	NP	安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级		853	7.16	492	9.11
2025-08-27	NP	SSPY - 分层大盘指数 ETF		81	14.08	47	15.00
2025-08-14	13F	耆那全球有限公司		10,211		5,889
2025-07-09	13F	西维亚资本合伙人有限责任公司		1,052	20.92	607	23.17
2025-07-31	13F	一号资产管理有限公司		33,332	0.98	19,224	2.98
2025-08-28	NP	CIPTX - CHAMPLAIN 战略重点基金机构股		280	80.65	161	85.06
2025-08-14	13F	弗里斯通格罗夫合伙公司		70,231		40,505
2025-05-29	NP	CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类		102	39.73	58	32.56
2025-08-14	13F	地平线投资有限责任公司		2,358	73.77	1,360	77.18
2025-08-12	13F	富通资本管理有限公司		9,321	7.89	5,376	10.03
2025-08-14	13F	科学技术研究有限责任公司		1,024	94.68	591	98.65
2025-08-15	NP	Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金		2,306	6.46	1,330	8.58
2025-06-26	NP	QRFT - QRAFT AI 增强型美国大盘 ETF		22	29.41	12	22.22
2025-08-25	NP	LGILX - Laudus 美国大盘成长基金		22,261	0.06	12,839	2.04
2025-08-14	13F	塞伊投资公司		175,107	0.43	100,990	2.43
2025-07-22	NP	JUST - 高盛 JUST 美国大盘股票 ETF		920	1.32	519	-3.36
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		1,724	4.61	994	6.77
2025-07-21	13F	上升集团有限责任公司		598	17.49	345	19.86
2025-08-12	13F	Legal & General 集团有限公司		580,125	4.67	334,581	6.75
2025-06-26	NP	DFUS - 维度美国股票 ETF		20,358	10.44	11,097	0.88
2025-08-26	NP	DNLDX - 纽约梅隆银行活跃中型股基金 A 类		9,493	29.54	5,475	32.13
2025-07-23	13F	Klp资本管理公司		27,400	1.86	15,803	3.89
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		4		2
2025-08-07	13F	奥尔沃斯金融有限公司		365	47.18	210	60.31
2025-07-15	13F	西格内特财务管理有限公司		1,362	2.25	786	4.25
2025-07-29	NP	BIBL - Inspire 100 ETF		7,038	6.48	3,970	1.69
2025-08-13	13F	国会财富管理有限责任公司/德国/		10,772	2.00	6,213	4.04
2025-08-04	13F	品尼高联合有限公司		1,136	5.97	655	8.09
2025-07-29	13F	经验资产管理有限责任公司		1,199	25.55	692	28.20
2025-08-26	NP	QLMGOX - ClearBridge 可变积极增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,400	8.00	3,114	10.15
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		33,652	2.95	18,344	-5.96
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		375	60.94	216	64.89
2025-08-14	13F	阿雷特财富顾问有限责任公司		815		0
2025-07-31	13F	Rational 顾问有限公司		36		21
2025-08-28	NP	指数 - S&P 500(R) 等权重空载股		206	1.98	119	3.51
2025-07-11	13F	Global X 日本株式会社		20		12
2025-08-12	13F	磁星金融有限责任公司		440		254
2025-08-01	13F	戴维环球基金管理有限公司		499	10.64	288	12.55
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		10,496	14.66	5,920	9.51
2025-08-08	13F	安全金融服务公司		690	23.88	398	26.43
2025-07-23	13F	Prime资本投资顾问有限责任公司		1,842	173.29	1,062	178.74
2025-07-23	13F	Prime资本投资顾问有限责任公司	Put	100		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		111,648	7.75	62,972	2.92
2025-07-08	13F	E. Ohman J：或资产管理公司		4,653	2.06	2,684	4.07
2025-08-28	NP	FARYX - Fulcrum多元化绝对回报基金超级机构级		84	25.37	48	29.73
2025-08-27	NP	BPTRX - Baron Partners 基金		310,000	21.57	178,789	23.99
2025-07-10	13F	交易所交易概念有限公司		1,700	102.14	980	106.32
2025-07-09	13F	巴伦财富管理有限公司		361		208
2025-08-14	13F/A	瑞士宝盛银行，苏黎世		221,461	4.43	127,726	-1.68
2025-07-23	13F	萨切塔有限责任公司		11	83.33	6	100.00
2025-08-12	13F	鲍伊资本管理有限公司		194,752	4.44	112,321	6.52
2025-08-14	13F	西永资本有限公司		964	29.05	556	31.75
2025-08-26	NP	高盛可变保险信托 - 高盛增长机会基金服务		2,672	1.98	1,541	4.05
2025-08-12	13F	全球退休合作伙伴有限责任公司		128	9.40	74	4.29
2025-08-26	NP	主要投资组合 - 标准普尔 500 指数主要投资组合		73,595	0.75	42,445	2.75
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		97	2.11	53	-7.14
2025-08-08	13F	顾问资本管理有限责任公司		10,581	1.41	6,103	3.42
2025-08-12	13F	明桥投资有限责任公司		407,099	7.93	234,790	10.08
2025-08-06	13F	贝利·吉福德公司		360,514		207,923
2025-08-11	13F	交响金融有限公司		80,744		46,568
2025-08-12	13F	创始人金融联盟有限责任公司		497	7.58	287	9.58
2025-08-01	13F	吉尼斯资产管理有限公司		737		425
2025-08-14	13F	富勒泰勒资产管理公司		2,885	6.46	1,664	8.55
2025-07-24	NP	EUSA - iShares MSCI 美国等权重 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,505	28.24	2,541	22.47
2025-08-25	NP	MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类		783	1,018.57	452	1,056.41
2025-07-24	NP	NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF		4		2
2025-06-27	NP	HAPI - 港湾企业文化ETF		1,663	71.09	907	56.21
2025-08-27	NP	RYTTX - 标准普尔 500 2x 策略基金 A		251	1.21	145	2.86
2025-08-28	NP	ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		267	15.09	154	16.79
2025-08-06	13F	Spurstone 咨询服务有限公司		32		18
2025-08-12	13F	滑铁卢资本有限合伙人		484		279
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		13,902	7.71	7,578	-1.61
2025-07-25	13F	诺斯罗克合伙人有限责任公司		1,417	63.63	817	67.08
2025-08-26	NP	GCTIX - 高盛美国税务管理股票基金机构		15,193		8,762
2025-07-29	NP	VADCX - Invesco 等权重标普 500 基金 C 类		23,352	4.69	13,171	-0.01
2025-08-14	13F	柏图斯信托公司 (LTA)		57,177	0.21	32,976	2.20
2025-08-05	13F	Versor投资有限公司		1,067	122.29	615	126.94
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	SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		104,501	4.61	60,270	6.69
2025-08-12	13F	普利股权公司		0		0
2025-08-20	NP	全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级		11,453	32.94	6,605	35.60
2025-08-12	13F	博克夫，那		3,439	1.72	1,983	3.77
2025-07-24	13F	托莱多信托公司 Na /oh/		38		22
2025-06-18	NP	全国共同基金 - 全国美国 130/30 股票投资组合 R6 级		9,173		5,000
2025-08-26	NP	IAMOX - Voya 中型股机会投资组合 ADV 级		28,838	19.21	16,632	21.58
2025-08-13	13F	资本世界投资者		77,325		44,596
2025-07-22	13F	湾港财富管理有限责任公司		4	100.00	2	100.00
2025-08-26	NP	QAMWEX - T. Rowe 定价中型成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,300		5,364
2025-08-05	13F	Optimise 咨询服务有限公司		568	5.19	328	7.21
2025-08-14	13F	两西格码投资有限合伙人		436,842	3.60	251,944	5.66
2025-07-24	13F	GFG 资本有限责任公司		40		23
2025-07-24	13F	标准人寿安本有限公司		58,212	4.86	33,341	7.43
2025-08-27	NP	VIMSX - 先锋中盘指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,627,155	2.42	938,445	4.46
2025-08-29	13F	半人马座金融公司		926		1
2025-08-13	13F	基尔特集团有限公司		12		7
2025-08-15	13F	Binnacle投资公司		2	100.00	1
2025-08-27	NP	JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I)		845	67.00	487	70.28
2025-08-14	13F	TCW集团公司		14,970	15.90	8,634	18.21
2025-07-17	13F	贝内特·塞尔比投资有限责任公司		2,394	0.50	1,381	2.45
2025-07-31	13F	卡博特财富管理公司		2,709		1,562
2025-07-25	NP	URTH - iShares MSCI 世界 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,048	5.70	2,847	0.96
2025-08-28	NP	BBR ALO 基金有限责任公司		50,972	56.37	29,398	59.48
2025-08-08	13F	费尔班克斯资本管理公司		2,532	6.75	1,460	8.87
2025-06-26	NP	IMCG - iShares Morningstar 中型成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		35,911	1.35	19,575	-7.42
2025-07-29	13F	斯蒂芬斯公司/ar/		3,166	0.09	1,826	2.07
2025-08-14	13F/A	斯科波斯实验室有限公司		1,413	101.00	814	105.04
2025-08-13	13F	帕克沃斯财富管理有限公司		2	100.00	1
2025-08-26	NP	IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级		6,143	0.82	3,543	2.82
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		810,300	6.24	467,332	8.35
2025-07-29	NP	PTL-Inspire 500 ETF		5,253	250.20	2,963	234.69
2025-08-12	13F	马歇尔与斯特林财富顾问公司		21	50.00	12	71.43
2025-08-11	13F	授权基金有限责任公司		4,847	141.99	2,795	146.91
2025-06-30	NP	RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		258,180	7.34	140,736	-1.95
2025-07-02	13F	中央太平洋银行 - 信托部		91	3.41	52	6.12
2025-07-24	NP	FDFF - 富达颠覆性金融 ETF		929	7.40	524	2.55
2025-08-06	13F	瑞索纳资产管理有限公司		26,695	4.37	15,394	6.67
2025-08-07	13F	康纳克拉克伦投资管理有限公司		1,596		920
2025-07-25	NP	FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		445	5.70	251	0.81
2025-06-26	NP	IMCB - iShares 晨星中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,391	1.46	4,029	-7.34
2025-07-21	13F	未来资产环球投资有限公司		8,882	10.02	5,123	13.62
2025-07-22	13F	科德尔/莫里森财富管理		348		201
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类		98		57
2025-08-12	13F	SRS 资本顾问公司		302	8.24	174	10.83
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		332	10.30	181	0.56
2025-08-12	13F	DnB 资产管理公司		14,116	5.01	8,141	7.09
2025-07-22	13F	净值顾问小组		695	3.73	401	5.82
2025-08-13	13F	西北及道德投资有限公司		18,524	16.69	10,684	19.02
2025-07-18	13F	荷宝机构资产管理有限公司		179,022	214.26	103,249	220.51
2025-07-15	13F	帕伦博财富管理有限责任公司		4,384	2.89	2,529	4.94
2025-08-13	13F	耶鲁山投资顾问有限公司		105		61
2025-08-08	13F	伊塔乌联合银行控股公司		730	51.77	421
2025-08-27	NP	HCSRX - 天主教 SRI 增长投资组合 HC 战略股票		77	40.00	44	41.94
2025-07-29	NP	SCAUX - 景顺低波动股票收益基金 A 类		206	26.38	116	20.83
2025-08-14	13F	沃亚投资管理有限公司		248,642	28.66	142,900	30.93
2025-08-14	13F	凯普斯通投资顾问有限公司		1,068		616
2025-08-26	NP	GFSYX - 机构战略另类基金				565	80.77
2025-06-18	NP	NMFAX - 全国动态美国成长基金 A 类		2,013	5.95	1,097	-3.18
2025-07-28	NP	SPXT - S&P 500 除科技 ETF		468	3.31	264	-1.50
2025-06-30	NP	NSFKX - Natixis 可持续未来 2050 基金 N 类		87	12.99	47	4.44
2025-07-25	13F	海明顿财富管理		73	12.31	0
2025-06-30	NP	NSFGX - Natixis 可持续未来 2035 基金 N 类		49	8.89	27	0.00
2025-08-26	NP	BGATX - Baillie Gifford 全球阿尔法股票基金 2 类		5,366		3,095
2025-06-26	NP	BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,661	3.01	4,721	-5.90
2025-07-28	13F	Sagespring 财富合伙人有限责任公司		557	18.01	321	20.68
2025-08-06	13F	第一地平线顾问公司		20,495	0.33	11,821	2.32
2025-08-13	13F	挪威银行		949,037		547,348
2025-06-30	NP	NSFJX - Natixis 可持续未来 2045 基金 N 类		83	22.06	45	12.50
2025-08-25	NP	LRGG - 麦格理重点大型成长型 ETF		15,760	182.84	9,089	188.54
2025-07-24	NP	FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,052	0.48	593	-4.05
2025-08-26	NP	PMEGX - T. Rowe Price 机构中型股票成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		64,300		37,084
2025-08-13	13F	贝尔资产管理有限公司		10,911	8.96	6,293	11.13
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		18,976	6.86	10,944	8.98
2025-08-13	13F	凯恩·安德森·鲁德尼克投资管理有限公司		279,177	48.31	161,013	51.26
2025-08-28	NP	TOPC - iShares 标准普尔 500 指数 3% 上限 ETF		17		10
2025-06-30	NP	NSFHX - Natixis 可持续未来 2040 基金 N 类		75	7.14	41	-2.44
2025-07-31	13F	剑桥投资研究顾问公司		3,249	2.56	2	0.00
2025-08-04	13F	Premier Path 财富合作伙伴有限责任公司		374		216
2025-08-15	13F	龙骨点有限责任公司		604	5.41	348	7.74
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		419	0.72	236	-3.67
2025-06-26	NP	JHML - 约翰汉考克多因素大盘 ETF		1,890	2.27	1,030	-6.53
2025-06-26	NP	ACVF - 美国保守价值 ETF		112	1.82	61	-6.15
2025-07-29	NP	SCPAX - Siit 大盘纪律股票基金 - A 类		17,836	38.48	10,060	32.27
2025-08-14	13F	Citadel 顾问有限公司	Put	102,800	246.13	59,289	253.01
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类		53,291	9.96	30,735	12.15
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类		23,951	7.54	13,813	9.68
2025-08-04	13F	Pensionmark 金融集团有限公司		726	10.33	419	12.37
2025-08-13	13F	参议员投资集团有限合伙人		60,000		34,604
2025-08-14	13F	Citadel 顾问有限公司	Call	41,300	117.37	23,819	121.70
2025-08-14	13F	USS投资管理有限公司		13,221	1.97	7,616	3.83
2025-03-26	NP	FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		23,113	955.87	13,793	1,395.99
2025-08-13	13F	Vinva投资管理有限公司		60,083	34.63	34,755	39.45
2025-08-12	13F	顾问资产管理公司		6,413	1.02	3,699	3.04
2025-08-11	13F	布朗兄弟哈里曼公司		768	12.12	443	14.21
2025-08-12	13F	旅程战略财富有限公司		521	14.25	300	16.73
2025-08-04	13F	克里克穆尔资产管理有限责任公司		2,047	40.21	1,180	43.03
2025-08-14	13F	投资者投资基金公司股份公司		898	28.29	518	30.89
2025-07-21	13F	范德比尔特大学		6,940	4.93	4,003	7.01
2025-08-11	13F	科特兰山资本管理有限公司		4,525	6.77	2,610	12.60
2025-08-27	NP	BBGSX - Bridge Builder 中小型股成长基金		66,261	14.07	38,215	16.34
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		5	25.00	3	0.00
2025-08-06	13F	彭塞拉资本管理有限公司		412	10.75	0
2025-08-12	13F	奥肖内西资产管理有限公司		15,022	2.59	8,664	4.63
2025-08-26	NP	INGIX - Voya 美国股票指数投资组合 I 类		6,283	4.86	3,624	6.94
2025-07-25	13F	正义投资有限责任公司		9,799	2.33	5,653	4.40
2025-06-30	NP	景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF		837	19.57	456	9.35
2025-08-14	13F	大和证券集团公司		22,790	3.66	13	8.33
2025-07-23	NP	CFMSX - 中盘精选基金栏		26,296	6.85	14,831	2.06
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 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		1,940	5.49	1,058	-3.65
2025-07-30	13F	皮腾格与安德森公司		30,650	2.51	17,677	4.55

MX:MSCI
GB:0A8Y
US:MSCI	US$563.18
IT:1MSCI	€489.50
DE:3HM	€479.30

AT:MSCI / MSCI Inc. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

Other Listings