机构和基金投资人持股 - 买家
在帕洛阿尔托网络公司中开设新头寸的主要持有者包括 FKGRX - 富兰克林成长基金 A 类, 多伦多道明银行, Glenmede投资管理有限公司, 安大略省教师养老金计划委员会, Lgt 资本合伙有限公司, Rokos 资本管理有限公司, 康帕斯资本管理公司, 乐天投资管理公司, 阿穆森亨萨克联合有限责任公司, 中西部信托公司, 肯彭资本管理公司, 瑞穗证券美国有限公司, Meridiem资本合伙公司, SNPE - Xtrackers S&P 500 ESG ETF, CLCEX - 多经理大盘成长策略基金机构类, 诺德万德顾问有限责任公司, 资金存管及寄售, 贝克大道资产管理有限合伙人, 艾勒森集团公司 /adv, 和 Mirabaud资产管理有限公司 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | 贝莱德公司 | 53,707,197 | 0.89 | 10,990,641 | 21.00 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 13,302 | 2,722 | ||||||
2025-07-28 | 13F | 埃塞克斯有限责任公司 | 1,091 | 223 | ||||||
2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 1,346 | 2.12 | 275 | 22.77 | ||||
2025-08-13 | 13F | 米罗娃 | 30,648 | 36.37 | 6,272 | 63.56 | ||||
2025-07-21 | 13F | 山顶国家银行 | 5,888 | 23.28 | 1,205 | 38.55 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 21,164 | 4.70 | 4,331 | 25.57 | ||||
2025-08-06 | 13F | 奥瓦塔资本管理有限公司 | 4,900 | 1,003 | ||||||
2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 129 | 72.00 | 26 | 116.67 | ||||
2025-08-11 | 13F | Greykasell 财富策略公司 | 956 | 76.71 | 196 | 111.96 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 30,246 | 22.47 | 6,190 | 46.87 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 6,827 | 5.00 | 1,165 | -1.61 | ||||
2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 10,041 | 1,877 | ||||||
2025-07-08 | 13F | 波斯顾问有限责任公司 | 3,196 | 6.78 | 654 | 28.24 | ||||
2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 18,135 | 3,711 | ||||||
2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 16,028 | 1.62 | 3,280 | 21.85 | ||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 12,448 | 53.49 | 2,547 | 84.16 | ||||
2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 12,157 | 0.07 | 2,488 | 20.03 | ||||
2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 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 | 1,037 | 87.52 | 191 | -4.02 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 3,364 | 55.60 | 665 | 79.46 | ||||
2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Put | 303,000 | 62,006 | |||||
2025-07-24 | 13F | 科斯特洛资产管理公司 | 1,592 | 87.29 | 326 | 124.14 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 107,913 | 0.54 | 22,083 | 20.57 | ||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 8,334 | 2.58 | 1,705 | 23.02 | ||||
2025-08-06 | 13F | 圆石顾问有限责任公司 | 3,033 | 5.61 | 621 | 26.53 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 6,363 | 10.78 | 1,224 | 11.99 | ||||
2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 4,258 | 22.22 | 1 | |||||
2025-05-16 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 24,423 | 3.37 | 4,168 | -3.05 | ||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 1,602 | 13.94 | 299 | 15.44 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 6,172 | 12.90 | 1,263 | 35.52 | ||||
2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 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 | 211,025 | 3.00 | 43,184 | 23.52 | ||||
2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,049 | 2.35 | 383 | 3.79 | ||||
2025-05-23 | NP | PIBAX - PGIM 平衡基金 A 类 | 3,300 | 563 | ||||||
2025-07-31 | 13F/A | 亚飞财富 | 216 | 20.00 | 0 | |||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,368,811 | 6.45 | 280,113 | 27.66 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 5,632 | 0.54 | 1,153 | 20.63 | ||||
2025-08-29 | NP | AIFD-TCW 人工智能 ETF | 15,755 | 0.11 | 2,735 | -7.00 | ||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 30,919 | 3.33 | 6,323 | 29.13 | ||||
2025-08-08 | 13F | 凯普斯通财务顾问公司 | 1,311 | 2.34 | 268 | 22.94 | ||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,427 | 0.96 | 497 | 20.98 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 2,810 | 10.54 | 575 | 32.79 | ||||
2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 41,217 | 125.07 | 8,435 | 169.97 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 10,383 | 2,125 | ||||||
2025-07-01 | 13F | 公园国家公司/哦/ | 173,061 | 0.15 | 35,415 | 20.11 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 26,300 | 228.75 | 5,382 | 294.29 | |||
2025-07-16 | 13F | 顾问管理集团公司 /adv | 18,000 | 65.32 | 4 | 200.00 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 39,893 | 9.17 | 8,164 | 30.92 | ||||
2025-07-09 | 13F | 诚实资本有限责任公司 | 1,005 | 206 | ||||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 687 | 132 | ||||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 9,829 | 0.37 | 2,011 | 20.35 | ||||
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 | 665,031 | 4.05 | 127,965 | 5.14 | ||||
2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 440,000 | 90,042 | ||||||
2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 1,006 | 206 | ||||||
2025-08-12 | 13F | 西北互助投资管理公司 | 21,122 | 0.30 | 4,322 | 20.29 | ||||
2025-04-22 | 13F | 威瑞丹财富有限公司 | 1,320 | 1.46 | 225 | -5.06 | ||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 231,344 | 277.25 | 47,342 | 352.43 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 1,229 | 252 | ||||||
2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 2,330 | 48.22 | 477 | 77.61 | ||||
2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 8,688 | 4.93 | 1,672 | 6.03 | ||||
2025-07-17 | 13F | 海岸线信托公司 | 82,183 | 0.93 | 16,818 | 21.04 | ||||
2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 965 | 97.75 | 197 | 137.35 | ||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 392,878 | 31.33 | 80,399 | 57.49 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 10,371,722 | 14.79 | 2,122,469 | 37.66 | ||||
2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 8,455 | 1.49 | 1,730 | 21.75 | ||||
2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 1,014 | 208 | ||||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 439,037 | 108.64 | 89,845 | 150.21 | ||||
2025-07-25 | NP | ABPAX - AB 保守财富策略 A 级 | 7,374 | 19.03 | 1,419 | 20.27 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 132,289 | 6.64 | 27,072 | 27.89 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,939 | 5.32 | 397 | 26.11 | ||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 41,744 | 6.04 | 8,542 | 27.17 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 98,891 | 13.84 | 20,243 | 36.56 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 16,812 | 5.98 | 3,143 | 7.42 | ||||
2025-07-30 | 13F | Axecap 投资有限责任公司 | 32,403 | 273.78 | 6,631 | 348.28 | ||||
2025-08-06 | 13F | 盈丰资产管理(北美)公司 | 30,665 | 27.93 | 6,274 | 53.41 | ||||
2025-08-05 | 13F | 狄龙联合公司 | 107,990 | 3.01 | 22 | 29.41 | ||||
2025-08-15 | 13F | 摩根士丹利 | 30,579,068 | 6.53 | 6,257,701 | 27.76 | ||||
2025-08-19 | 13F | 财富集团有限公司 | 1,862 | 0 | ||||||
2025-08-14 | 13F | 水手有限责任公司 | 655,550 | 9.55 | 134,112 | 31.31 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 102,470 | 20.05 | 17,973 | 12.81 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 151 | 28 | ||||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 2,977 | 81.30 | 609 | 117.50 | ||||
2025-07-24 | 13F | Krs资本管理有限公司 | 16,910 | 0.54 | 3,460 | 20.56 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 5,438 | 9.42 | 1,113 | 31.13 | ||||
2025-08-11 | 13F | 萨默塞特集团有限责任公司 | 18,298 | 2.70 | 3,745 | 23.16 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,194 | 31.06 | 449 | 57.54 | ||||
2025-07-30 | 13F | 天橡财富有限责任公司 | 2,860 | 7.52 | 585 | 29.14 | ||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 4,096 | 2.12 | 838 | 22.51 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 33 | 65.00 | 7 | 100.00 | ||||
2025-07-30 | NP | BUG - Global X 网络安全 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 | 327,137 | 21.40 | 62,948 | 22.67 | ||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,309 | 5.99 | 268 | 27.14 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -15,809 | 120.49 | -3,235 | 164.51 | |||
2025-08-15 | 13F | 公平控股公司 | 45,115 | 18.70 | 9,232 | 42.36 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 178,496 | 37.03 | 36,527 | 64.33 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 10,073 | 28.22 | 2,061 | 53.81 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 14,282 | 2.51 | 2,923 | 22.93 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 25,232 | 37.28 | 5,164 | 64.64 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 18,420 | 0.33 | 3,544 | 1.37 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 5,248 | 8.97 | 1,074 | 30.69 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 22,159 | 1.44 | 4,264 | 2.50 | ||||
2025-07-24 | 13F/A | TFR 资本有限责任公司 | 11,676 | 5.88 | 2,389 | 27.01 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 99,459 | 6.13 | 19,138 | 7.24 | ||||
2025-08-06 | 13F | 马可投资管理有限公司 | 139,494 | 2.16 | 28,546 | 22.52 | ||||
2025-08-12 | 13F | 遗产信托公司 | 12,679 | 3.88 | 2,595 | 24.59 | ||||
2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 985 | 202 | ||||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 873,126 | 2.17 | 178,676 | 22.53 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 9,388 | 8.22 | 1,921 | 29.80 | ||||
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 4,905 | 27.63 | 1,004 | 53.13 | ||||
2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 3,502 | 717 | ||||||
2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 19,443 | 1.04 | 4 | 0.00 | ||||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 4,254,055 | 2.31 | 818,565 | 3.38 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 4,019,926 | 15.57 | 822,638 | 38.59 | ||||
2025-08-01 | 13F | 施兰斯基联合公司 | 8,757 | 0.71 | 1,792 | 20.84 | ||||
2025-08-12 | 13F | 支点资产管理有限公司 | 7,469 | 1,528 | -48.83 | |||||
2025-07-31 | 13F | 红波投资有限责任公司 | 1,150 | 235 | ||||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 15,457 | 4.32 | 3,163 | 25.12 | ||||
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 | 1,019,929 | 8.16 | 196,255 | 9.29 | ||||
2025-06-27 | NP | Calamos ETF 信托 - Calamos Antetokounmpo 全球可持续股票 ETF | 334 | 62 | ||||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 16,726 | 18.74 | 3,423 | 42.41 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 10,569 | 18.00 | 1,976 | 19.62 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 151,674 | 2.05 | 31 | 24.00 | ||||
2025-08-12 | 13F | 企业金融服务公司 | 1,506 | 13.83 | 308 | 36.89 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 5,110 | 45.71 | 1,046 | 74.75 | ||||
2025-08-18 | NP | GVEQX - 政府街股票基金 | 1,500 | 25.00 | 307 | 50.00 | ||||
2025-08-28 | NP | TFAFX - 战术增长配置基金 I 类 | 230 | 47 | ||||||
2025-07-25 | NP | MTCAX - MFS科技基金A | 56,182 | 10,811 | ||||||
2025-07-29 | NP | AIM COUNSELOR 系列信托(INVESCO COUNSELOR 系列信托)- 景顺纳斯达克 100 指数基金 R6 级 | 5,629 | 18.88 | 1,083 | 20.20 | ||||
2025-07-18 | 13F | 第一太平金融 | 364 | 52.94 | 74 | 85.00 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 27,348 | 9.52 | 5,596 | 31.36 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 810,897 | 1.91 | 165,949 | 22.22 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 13,446 | 0.57 | 2,752 | 20.60 | ||||
2025-08-05 | 13F | EPG财富管理有限责任公司 | 14,264 | 3.63 | 2,919 | 24.28 | ||||
2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 7,365 | 2.51 | 1,507 | 22.92 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 1,095 | 205 | ||||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 231,300 | 17.00 | 47,333 | 40.31 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 2,300 | 471 | |||||
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 | 379,479 | 1.55 | 73,019 | 2.62 | ||||
2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 850 | 97.22 | 174 | 136.99 | ||||
2025-07-18 | 13F | 权力咨询集团有限责任公司 | 1,205 | 247 | ||||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 46,612 | 1.04 | 9,539 | 21.18 | ||||
2025-07-30 | 13F | 基石咨询有限责任公司 | 7,071 | 0.07 | 1,447 | 8.55 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 58,528 | 2.77 | 11,977 | 23.25 | ||||
2025-07-24 | NP | FSCSX - 软件和 IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,062,864 | 46.97 | 396,936 | 48.51 | ||||
2025-06-05 | NP | GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票 | 132,581 | 105.53 | 24,783 | 108.33 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 6,728,450 | 41.74 | 1,376,910 | 69.98 | ||||
2025-08-06 | 13F | 本斯勒有限责任公司 | 63,526 | 9.86 | 13,000 | 31.77 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,317 | 186.30 | 270 | 244.87 | ||||
2025-08-26 | NP | IXN - iShares 全球科技 ETF | 208,690 | 0.11 | 42,706 | 20.06 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 353 | 180.16 | 68 | 191.30 | ||||
2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,580 | 323 | ||||||
2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 166,520 | 28.59 | 34,077 | 54.21 | ||||
2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 876 | 196.95 | 169 | 200.00 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 2,104,939 | 97.87 | 430,755 | 137.30 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | Put | 17 | ||||||
2025-08-06 | 13F | 福卡斯金融公司 | 1,170 | 239 | ||||||
2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 2,050 | 420 | ||||||
2025-07-17 | 13F | 城市控股公司 | 19,945 | 29.89 | 4,082 | 55.76 | ||||
2025-08-05 | 13F | 马里恩财富管理 | 1,383 | 5.25 | 283 | 26.34 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 5,957 | 9.30 | 1,219 | 31.22 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,365,301 | 4.63 | 478,808 | 26.71 | ||||
2025-08-14 | 13F | 沙山全球顾问有限公司 | 43,335 | 2.00 | 8,868 | 22.33 | ||||
2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 1,527 | 11.05 | 285 | 12.65 | ||||
2025-07-08 | 13F | 阿特拉斯·布朗公司 | 978 | 200 | ||||||
2025-07-28 | 13F | 国际金融公司顾问有限公司 | 1,026 | 210 | ||||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -3,700 | -25.54 | -712 | -24.84 | |||
2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,473 | 218.10 | 7,379 | 5.94 | ||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 3,026 | 50.55 | 619 | 80.99 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 200,271 | 2.12 | 40,983 | 22.47 | ||||
2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金(一) | 2,425 | 47.51 | 496 | 77.14 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 3,945 | 0.87 | 807 | 20.99 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | Call | 7,100 | 2.90 | 1,453 | 23.36 | |||
2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 7,176 | 15.11 | 1,468 | 38.10 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 9,556 | 98.71 | 1,956 | 123.43 | ||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 3,081 | 26.12 | 630 | 51.44 | ||||
2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 768,147 | 8.32 | 143,590 | 9.80 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 8,144 | 74.65 | 1,609 | 102.39 | ||||
2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 32,452 | 6,641 | ||||||
2025-07-16 | 13F | Vestia 个人财富顾问 | 1,072 | 219 | ||||||
2025-04-10 | 13F | 布雷默银行全国协会 | 2,935 | 0.44 | 501 | -5.84 | ||||
2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 1,499 | 307 | ||||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 7,141 | 9.32 | 1,461 | 31.15 | ||||
2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 4,317 | 24.19 | 883 | 48.90 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 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 | 556 | 19.31 | 114 | 43.04 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 214,136 | 0.24 | 43,821 | 20.21 | ||||
2025-07-17 | 13F | 肯塔基独立银行 | 13,792 | 10.02 | 2,822 | 31.93 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 13,111 | 1.93 | 2,683 | 22.29 | ||||
2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 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 | 40,797 | 0.76 | 8,349 | 20.83 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 6,773 | 47.08 | 1,287 | 49.53 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 25,679 | 3,969.57 | 7,222 | 23.83 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 53,763 | 5.24 | 11,002 | 26.21 | ||||
2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 3,420 | 22.32 | 601 | 26.00 | ||||
2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,000 | 9.80 | 10,468 | 11.30 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 3,064 | 0.72 | 627 | 20.81 | ||||
2025-08-04 | 13F | 约瑟夫·P·露西亚联合有限责任公司 | 1,115 | 228 | ||||||
2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 63,235 | 39.75 | 11,821 | 41.66 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 48,516 | 35.04 | 9,928 | 61.94 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 51,825 | 3.59 | 10,605 | 24.22 | ||||
2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 2,106 | 0.48 | 431 | 20.45 | ||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 1,258 | 257 | ||||||
2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 14,591 | 4,983.97 | 2,808 | 5,098.15 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,274 | 261 | ||||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 99,263 | 1.33 | 20,313 | 21.52 | ||||
2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 26,782 | 96.59 | 5,481 | 135.80 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 23,144 | 39.94 | 4,736 | 67.82 | ||||
2025-08-05 | 13F | 明智金钱有限责任公司 | 1,079 | 221 | ||||||
2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 1,006 | 206 | ||||||
2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 26,839 | 0.35 | 5,169 | 0.64 | ||||
2025-08-07 | 13F/A | 艾勒森集团公司 /adv | 22,948 | 4,696 | ||||||
2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 级 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 | 259,833 | 483.91 | 48,571 | 498.23 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 214 | 127.66 | 44 | 168.75 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 143 | 29 | ||||||
2025-05-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 5,000 | 47.10 | 853 | -1.73 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 1,500 | 307 | |||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 170,261 | 61.79 | 34,842 | 94.03 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 12,998 | 0.11 | 2,660 | 20.05 | ||||
2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 54 | 11 | ||||||
2025-07-22 | 13F | 沿海投资顾问公司 | 5,266 | 4.40 | 1,078 | 25.23 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 216 | 38.46 | 40 | 42.86 | ||||
2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 8 | 100.00 | 2 | 0.00 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 19,252 | 5.39 | 3,940 | 26.37 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 10,076 | 3.18 | 1,749 | -4.16 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 42,713 | 1.41 | 7,984 | 2.79 | ||||
2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 1,615 | 0.94 | 330 | 20.88 | ||||
2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 370,264 | 9.78 | 75,771 | 31.66 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 14,115 | 12.87 | 2,888 | 35.33 | ||||
2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 52,688 | 0.12 | 9,849 | 1.47 | ||||
2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 4,129 | 6.20 | 845 | 27.30 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 286 | 49.74 | 59 | 81.25 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 17,671 | 14.67 | 3,616 | 37.54 | ||||
2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 15,778 | 6.31 | 3,229 | 27.49 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 849,329 | 6.26 | 175,966 | 29.02 | ||||
2025-08-12 | 13F | Intellus 顾问有限公司 | 1,690 | 17.36 | 346 | 40.82 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 33,699 | 16.10 | 6,484 | 17.31 | ||||
2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,467 | 2.07 | 496 | 22.17 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 2,864 | 586 | ||||||
2025-08-05 | 13F | 平衡风险投资有限责任公司 | 16,906 | 3.15 | 3,460 | 23.71 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 228,100 | 113.98 | 46,678 | 156.61 | |||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 8,523 | 7.29 | 1,744 | 28.71 | ||||
2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 2,100 | 16.09 | 430 | 39.29 | ||||
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 | 8,353,102 | 1.90 | 1,607,304 | 2.97 | ||||
2025-08-12 | 13F | 维维集团有限公司 | 1,133 | 232 | ||||||
2025-07-11 | 13F | 贝尔银行 | 1,450 | 297 | ||||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 3,154 | 7.61 | 645 | 29.00 | ||||
2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 2,769 | 0.25 | 567 | 20.17 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 36,327 | 72.53 | 7,434 | 106.93 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 2,045 | 418 | ||||||
2025-07-17 | 13F | 李约翰逊资本管理有限公司 | 3,889 | 796 | ||||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 4,559 | 0.80 | 933 | 20.88 | ||||
2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 1,161 | 238 | ||||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 5,000 | 1,023 | |||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 2,400 | 491 | |||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 29,665 | 6.32 | 6,071 | 27.49 | ||||
2025-08-14 | 13F | 认证咨询公司 | 16,887 | 4.50 | 3,456 | 25.32 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 451,892 | 14.75 | 92,475 | 37.62 | ||||
2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 63,408 | 8.61 | 12,976 | 30.26 | ||||
2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 17,228 | 6.45 | 3,315 | 7.59 | ||||
2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 717 | 17.54 | 138 | 18.10 | ||||
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 | 45,787 | 10.30 | 8,559 | 11.80 | ||||
2025-08-11 | 13F | 鲍德温投资管理有限公司 | 20,845 | 9.54 | 4,266 | 31.35 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 45,097 | 14.14 | 8,430 | 15.69 | ||||
2025-08-01 | 13F | 桑坦德银行, SA | 34,186 | 9.49 | 6,996 | 31.31 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 372 | 5.08 | 76 | 26.67 | ||||
2025-07-07 | 13F | 西联银行 | 157,769 | 10.21 | 32,286 | 32.17 | ||||
2025-07-15 | 13F | 财富效应有限公司 | 1,080 | 221 | ||||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 31,219 | 16.20 | 6,389 | 39.35 | ||||
2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 22,878 | 7.02 | 4,277 | 8.47 | ||||
2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 925 | 16.79 | 0 | |||||
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 | 14,717 | 7.01 | 3,012 | 28.35 | ||||
2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,600 | 532 | ||||||
2025-08-13 | 13F | 林奇资产管理公司 | 24,100 | 3.88 | 4,932 | 24.58 | ||||
2025-04-28 | NP | BLES - 激励全球希望 ETF | 1,670 | 107.20 | 318 | 1.92 | ||||
2025-08-11 | 13F | YD摩尔投资有限公司 | 62,583 | 4.31 | 12,805 | 25.08 | ||||
2025-07-31 | 13F | 汉隆投资管理有限公司 | 2,462 | 4.77 | 504 | 25.44 | ||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 560 | 11,100.00 | 115 | |||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 2,089 | 4.55 | 427 | 25.59 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 99,697 | 5.93 | 20,402 | 27.04 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 62,385 | 13.80 | 12,766 | 36.48 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 350,509 | 0.64 | 71,728 | 20.69 | ||||
2025-07-16 | 13F | 剑桥顾问公司 | 1,682 | 1.82 | 344 | 22.42 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | Put | 163,600 | 36.33 | 33,479 | 63.50 | |||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 302,659 | 17.27 | 61,938 | 40.63 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 516,996 | 0.89 | 105,798 | 20.99 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 7,465,354 | 18.62 | 1,527,709 | 42.25 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 826 | 24.40 | 169 | 49.56 | ||||
2025-08-04 | 13F | 精明顾问公司 | 13,195 | 8.37 | 2,700 | 30.00 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 289 | 59 | ||||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 113,500 | 23,223 | |||||
2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 138,968 | 0.30 | 28,438 | 20.29 | ||||
2025-08-14 | 13F | 石英合伙人有限公司 | 1,827 | 374 | ||||||
2025-08-08 | 13F | 国民年金服务 | 1,686,962 | 19.07 | 345,220 | 42.80 | ||||
2025-08-08 | 13F | Opinicus 资本公司 | 4,662 | 10.21 | 954 | 32.32 | ||||
2025-08-12 | 13F | 克拉保险企业控股有限公司 | 320,000 | 4.92 | 65 | 25.00 | ||||
2025-05-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 58,500 | 248.21 | 9,982 | 132.57 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 3,819 | 15.06 | 782 | 37.99 | ||||
2025-08-13 | 13F | 丰业资本公司 | 145,131 | 8.49 | 29,699 | 30.10 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 605,500 | 9.67 | 121,445 | 27.33 | |||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 631,300 | 0.53 | 126,620 | 16.71 | |||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,748 | 11.28 | 767 | 33.45 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 113,500 | 23,223 | |||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 2,501 | 22.00 | 512 | 46.42 | ||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 6,924 | 0.58 | 1,417 | 20.61 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,240 | 3.27 | 458 | 23.78 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | 2,495 | 511 | ||||||
2025-08-06 | 13F | 霍兰财富有限责任公司 | 12,826 | 2,625 | ||||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | Call | 1,700 | 348 | |||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 10,200 | 10.87 | 2,087 | 33.01 | ||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 27,324 | 0.11 | 5,592 | 20.06 | ||||
2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 168,700 | 34,523 | ||||||
2025-08-08 | 13F | 联合储蓄银行 | 1,207 | 210 | ||||||
2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 4,960 | 1,015 | ||||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 291,677 | 0.90 | 59,689 | 21.00 | ||||
2025-04-01 | NP | QYLE - Global X 纳斯达克 100 ESG 备兑看涨 ETF | 191 | 87.25 | 35 | -2.78 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 20,016 | 1.37 | 4,096 | 21.58 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 76 | 15.15 | 16 | 36.36 | ||||
2025-07-10 | 13F | 罗克兰信托公司 | 1,590 | 325 | ||||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,661 | 15.66 | 897 | 16.82 | ||||
2025-07-29 | 13F | 西塔集团有限责任公司 | 1,500 | 307 | ||||||
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 | 2,540 | 59.15 | 520 | 90.81 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 53,098 | 48.43 | 10,866 | 78.00 | ||||
2025-07-16 | 13F | 美国国家银行 | 407 | 54.75 | 83 | 88.64 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 2,125 | 9.03 | 435 | 30.72 | ||||
2025-08-07 | 13F | 维鲁斯资本合伙公司 | 9,014 | 8.63 | 1,845 | 30.32 | ||||
2025-05-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 102,500 | 3,325.80 | 17,491 | 1,611.35 | ||||
2025-07-08 | 13F | NBC 证券公司 | 10,893 | 3.45 | 2 | 100.00 | ||||
2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 8,485 | 9.34 | 1,736 | 18.58 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,984 | 24.13 | 993 | 31.39 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 687,135 | 45.00 | 140,615 | 73.90 | ||||
2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 28,057 | 5.67 | 5,742 | 26.73 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 1,992 | 98.80 | 379 | -2.32 | ||||
2025-07-31 | 13F | 帕西蒂集团公司 | 3,449 | 5.28 | 706 | 26.12 | ||||
2025-08-08 | 13F | 布里德山资本有限责任公司 | 1,148 | 235 | ||||||
2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 986 | 202 | ||||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 3,641 | 468.02 | 74,509 | 581.19 | |||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 28 | 5 | ||||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 4,402 | 11.73 | 901 | 33.93 | ||||
2025-07-15 | 13F | 灯塔投资咨询服务公司 | 173,502 | 59.81 | 35,505 | 91.66 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 32,588 | 2.69 | 6,669 | 23.14 | ||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 259,753 | 22.19 | 53,156 | 46.54 | ||||
2025-07-09 | 13F | 凯旋资本管理公司 | 7,719 | 11.74 | 1,580 | 34.04 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 7,741 | 1,584 | ||||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 24,204 | 19.54 | 4,130 | 12.11 | ||||
2025-08-22 | NP | PEPS——参数股票加ETF | 522 | 20.83 | 107 | 45.21 | ||||
2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 38,117 | 27.10 | 7,800 | 52.43 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 32,428 | 0.84 | 6,636 | 20.94 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 26,084 | 5,338 | ||||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 770 | 60.88 | ||||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 1,247,900 | 26.97 | 255,370 | 52.27 | |||
2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 1,598 | 327 | ||||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 25,320 | 12.70 | 5,181 | 35.17 | ||||
2025-08-14 | 13F | 夏威夷银行 | 2,392 | 5.65 | 490 | 26.68 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 780 | 9.40 | 160 | 31.40 | ||||
2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 50,500 | 1.42 | 9,717 | 2.48 | ||||
2025-08-19 | 13F | Marex 集团 | 1,932 | 395 | ||||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 94,572 | 10.30 | 19,353 | 32.28 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 628,856 | 2.03 | 128,689 | 22.36 | ||||
2025-06-26 | NP | 克拉夫全球股票基金 | 12,000 | 57.89 | 2,243 | 60.10 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 70 | 14 | ||||||
2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国增长基金 3 级 | 214 | 7.54 | 44 | 30.30 | ||||
2025-08-26 | NP | 机构投资策略基金 | 44 | 2.33 | 9 | 28.57 | ||||
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 | 4 | 33.33 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,069 | 11.35 | 219 | 33.74 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 415 | 109.60 | 80 | 113.51 | ||||
2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 14,370 | 5.48 | 2,941 | 26.51 | ||||
2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 1,257 | 4.58 | 257 | 25.37 | ||||
2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 6,631 | 643.39 | 1,357 | 726.83 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 1,865 | 382 | ||||||
2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 1,804 | 346 | ||||||
2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 903 | 101.56 | 174 | 31.06 | ||||
2025-07-29 | 13F | 私人信托公司 | 8,822 | 2.52 | 1,805 | 22.96 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 17,114 | 13.39 | 3,293 | 14.58 | ||||
2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 1,557 | 319 | ||||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 3,464 | 71.83 | 648 | 74.39 | ||||
2025-08-11 | 13F | 先锋集团公司 | 64,016,374 | 1.98 | 13,100,311 | 22.30 | ||||
2025-07-10 | 13F | 卡德罗克资本管理公司 | 225 | 46 | ||||||
2025-08-14 | 13F | 第一资产管理有限公司 | 253,039 | 74.03 | 50,854 | 102.44 | ||||
2025-07-29 | 13F | 价值观第一顾问公司 | 1,839 | 25.36 | 376 | 50.40 | ||||
2025-08-07 | 13F | 阿塔拉金融公司 | 1,952 | 0.21 | 399 | 20.18 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 15,174,029 | 1.13 | 3,093,262 | 21.16 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 119,213 | 2.39 | 24,396 | 22.79 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 9,797 | 36.73 | 2,005 | 63.99 | ||||
2025-07-15 | 13F | 卡尔金融集团公司 | 2,394 | 47.96 | 490 | 77.17 | ||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | 2,710 | 4,827.27 | 542 | 5,922.22 | ||||
2025-07-16 | 13F | 达科他财富管理 | 45,583 | 15.02 | 9,328 | 37.95 | ||||
2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 29,947 | 205.52 | 6,128 | 266.51 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 145,190 | 0.32 | 29,712 | 20.31 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 669 | 17.78 | 137 | 41.67 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 4,215 | 13.70 | 863 | 36.39 | ||||
2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 1,078 | 0 | ||||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 37,261 | 25.23 | 6,965 | 26.94 | ||||
2025-08-12 | 13F | 英国保诚集团 | 85,293 | 16.05 | 17,454 | 39.18 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 19,711 | 5.20 | 4,034 | 26.15 | ||||
2025-07-22 | 13F | 萨瓦信息公司 | 74,430 | 11.37 | 15,231 | 33.57 | ||||
2025-06-30 | NP | TRFK - Pacer 数据和数字革命 ETF | 14,223 | 42.13 | 2,659 | 44.07 | ||||
2025-07-25 | 13F | 飞马资产管理公司 | 10,154 | 7.77 | 2,078 | 29.25 | ||||
2025-08-14 | 13F | 格柏川崎财富与投资管理 | 16,022 | 2.32 | 3,279 | 22.73 | ||||
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 | 2,265 | 7.50 | 436 | 8.48 | ||||
2025-08-04 | 13F | 联合银行 | 146,174 | 3.35 | 30 | 20.83 | ||||
2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,462 | 1.67 | 299 | 22.04 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 18,130 | 8.96 | 3,710 | 30.68 | ||||
2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 20,914 | 4,280 | ||||||
2025-07-29 | 13F | 公民商业银行 | 26,154 | 3.90 | 5,352 | 24.61 | ||||
2025-08-13 | 13F | Nbw资本有限公司 | 42,776 | 0.90 | 8,754 | 21.00 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 35,340 | 4.89 | 6,800 | 6.00 | ||||
2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 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 | 41,293 | 8,450 | ||||||
2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,132 | 232 | ||||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 347 | 19.24 | 71 | 44.90 | ||||
2025-07-14 | 13F | 富达财富管理 | 207 | 6.70 | 42 | 27.27 | ||||
2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 2,258 | 84.33 | 462 | 121.05 | ||||
2025-08-12 | 13F | MWA资产管理 | 8,675 | 6.85 | 1,775 | 28.16 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,200 | 8.89 | 0 | |||||
2025-07-10 | 13F | HF 咨询集团有限责任公司 | 1,429 | 16.56 | 292 | 39.71 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 26,440 | 0.08 | 5,411 | 20.01 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 46,454 | 20.87 | 8,939 | 22.14 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 22,991 | 384.12 | 4,705 | 480.74 | ||||
2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 5,528 | 5.02 | 1,131 | 25.95 | ||||
2025-08-12 | 13F | 萨图纳资本公司 | 8,175 | 0.07 | 1,673 | 20.03 | ||||
2025-07-24 | 13F | MFA财富服务 | 1,112 | 228 | ||||||
2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,262 | 2.10 | 258 | 15.18 | ||||
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 | 1,227,407 | 1.83 | 236,178 | 2.89 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 2,892 | 592 | ||||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 7,820 | 66.38 | 1,462 | 68.71 | ||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 33,714 | 1.66 | 6,899 | 21.93 | ||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 4,212 | 22.83 | 862 | 47.18 | ||||
2025-07-29 | 13F | 东北投资管理公司 | 131,441 | 32.15 | 26,898 | 58.49 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,021 | 14.59 | 209 | 36.84 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 72,810 | 13,610 | ||||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,927 | 394 | ||||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 141,651 | 2.83 | 26,479 | 4.23 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 1,472 | 12.54 | 298 | 33.18 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 161 | 31 | ||||||
2025-08-14 | 13F | HRT金融有限责任公司 | 52,000 | 213.25 | 11 | 400.00 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 22,269 | 1,019.05 | 4,557 | 1,244.25 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 290,876 | 166.84 | 55,970 | 169.63 | ||||
2025-08-12 | 13F | 伊萨卡集团有限公司 | 68,942 | 5.41 | 14,108 | 26.42 | ||||
2025-08-13 | 13F | 新斯科舍银行 | Put | 4,550 | 30.00 | 931 | 55.95 | |||
2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 62,076 | 1.83 | 12,703 | 22.12 | ||||
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 | 81,192 | 8.90 | 15,623 | 10.03 | ||||
2025-07-18 | 13F | 宾夕法尼亚资本管理公司 /adv | 1,100 | 225 | ||||||
2025-08-20 | 13F | 北达拉斯银行与信托公司 | 6,842 | 1,400 | ||||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 16,038 | 16.84 | 3,282 | 40.09 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 14,541 | 1,052.22 | 2,486 | 89.34 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 64,816 | 5.88 | 13,264 | 26.97 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,018 | 208 | ||||||
2025-08-07 | 13F | SFE投资顾问 | 75,623 | 3.70 | 15,475 | 24.37 | ||||
2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 27,653 | 2.67 | 5,659 | 23.11 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | Call | 20 | 17.65 | |||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 32,776 | 597.96 | 6,707 | 737.33 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 3,129 | 6.97 | 640 | 28.26 | ||||
2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 11,890 | 73.78 | 2,029 | 63.02 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 10,447 | 1.59 | 2,153 | 24.32 | ||||
2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | Call | 341 | 0.00 | |||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 24,782 | 1.67 | 5,071 | 8.12 | ||||
2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 10,658 | 1.50 | 2,181 | 21.78 | ||||
2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 11,912 | 10.85 | 2,227 | 12.37 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 59,500 | 2.76 | 12,176 | 23.24 | |||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 12,461 | 3.70 | 2,550 | 24.39 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 8,782 | 17.80 | 1,797 | 41.27 | ||||
2025-07-15 | 13F | 退休有限责任公司 | 1,336 | 273 | ||||||
2025-08-07 | 13F | STF管理有限合伙人 | 10,006 | 2.63 | 2,048 | 23.09 | ||||
2025-08-08 | 13F | 汤普森戴维斯公司 | 1,640 | 336 | ||||||
2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,556 | 4.29 | 266 | -2.21 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 308 | 3.01 | 63 | 23.53 | ||||
2025-08-14 | 13F | 南岸银行 | 1,540 | 1.85 | 315 | 22.09 | ||||
2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 9,208 | 267.73 | 1,884 | 341.22 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 216 | 45.95 | 37 | 38.46 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 116,648 | 3.18 | 21,805 | 4.59 | ||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 2,807 | 62.91 | 574 | 95.24 | ||||
2025-08-04 | 13F | 罗布尔·贝尔科公司 | 5 | 150.00 | 0 | |||||
2025-08-13 | 13F | 连接资本管理有限责任公司 | 15,630 | 3,199 | ||||||
2025-08-12 | 13F | 少尉峰顾问公司 | 521,482 | 47.35 | 106,716 | 76.71 | ||||
2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 91,015 | 115.82 | 17,013 | 118.76 | ||||
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 | 106,229 | 0.22 | 20,441 | 1.26 | ||||
2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 205,053 | 25.29 | 42 | 51.85 | ||||
2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 1,320 | 225 | -34.02 | |||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 2,285 | 23.51 | 468 | 48.25 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 449,700 | 141.77 | 92,027 | 189.95 | |||
2025-08-14 | 13F | 德肖公司 | Put | 852,700 | 22.78 | 174,497 | 47.24 | |||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 31,008 | 3.55 | 6,345 | 24.19 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 15,753 | 11.53 | 3,224 | 33.73 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 718 | 24.65 | 147 | 48.98 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 97 | 18 | ||||||
2025-08-13 | 13F | 科普利金融集团有限公司 | 1,039 | 213 | ||||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,639 | 3.87 | 335 | 24.54 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,448 | 6.86 | 296 | 28.14 | ||||
2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,283 | 263 | ||||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 2,159 | 22.25 | 368 | 14.64 | ||||
2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 22,774 | 19.97 | 4,660 | 43.87 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 61,634 | 13.31 | 12,613 | 35.88 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 61,188 | 6.99 | 12,521 | 28.30 | ||||
2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 20,589 | 7.91 | 3,962 | 9.03 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 10,793 | 104.49 | 2,209 | 145.33 | ||||
2025-08-11 | 13F | 领头羊顾问有限责任公司 | 161 | 33 | ||||||
2025-07-09 | 13F | 发散规划有限责任公司 | 3,795 | 777 | ||||||
2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 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 | 586,850 | 9.33 | 120,093 | 31.12 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 3,203 | 66.48 | 645 | 96.65 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 772,809 | 6.60 | 158 | 28.46 | ||||
2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 1,542 | 316 | ||||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 525,900 | 112.31 | 107,620 | 154.62 | |||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 13,246 | 0.76 | 2,711 | 20.82 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 238,600 | 48,827 | |||||
2025-07-24 | 13F | KC 投资顾问有限公司 | 1,026 | 210 | ||||||
2025-07-15 | 13F | BNC 财富管理有限公司 | 31,245 | 2.41 | 6,394 | 22.80 | ||||
2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 74,376 | 570.90 | 13,903 | 580.19 | ||||
2025-08-13 | 13F | 美国资金管理有限责任公司 | 5,470 | 1.11 | 1,119 | 21.24 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 46,714 | 7.04 | 9,560 | 28.36 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 166,127 | 15.01 | 33,996 | 37.93 | ||||
2025-07-16 | 13F | BankPlus财富管理有限公司 | 3,176 | 1.34 | 650 | 21.54 | ||||
2025-08-14 | 13F | Xponance公司 | 161,911 | 4.44 | 33,133 | 25.24 | ||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 132,791 | 2.21 | 27,150 | 22.44 | ||||
2025-04-01 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 858 | 100.00 | 158 | 2.60 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 98 | 4.26 | 20 | 25.00 | ||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 612,937 | 14.71 | 117,941 | 15.91 | ||||
2025-03-31 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,693 | 115.97 | 865 | 10.61 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 4,272 | 25.61 | 874 | 50.69 | ||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 21,242 | 0.91 | 4,347 | 20.99 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 167 | 34 | ||||||
2025-07-30 | NP | 库欣复兴基金 | 30,000 | 15.38 | 5,773 | 16.58 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 44,068 | 2.17 | 8,238 | 3.56 | ||||
2025-08-07 | 13F | 中西部信托公司 | 81,285 | 16,634 | ||||||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 585 | 0.86 | 120 | 21.43 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 135,660 | 8.05 | 27,761 | 29.58 | ||||
2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 5,864 | 1.66 | 1 | |||||
2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 114,191 | 110.33 | 21,346 | 113.19 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 41,123 | 13.92 | 8,415 | 36.63 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 37,137 | 215.58 | 7,600 | 278.44 | ||||
2025-08-26 | NP | ARTY - iShares 机器人和人工智能多部门 ETF | 12,347 | 16.03 | 2,527 | 39.17 | ||||
2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 3,551 | 683 | ||||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 247,471 | 21.46 | 50,643 | 45.67 | ||||
2025-08-14 | 13F | 医生金融服务公司 | 2,246 | 2.56 | 0 | |||||
2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 8,814 | 40.22 | 1,648 | 42.11 | ||||
2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,027 | 210 | ||||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 344,443 | 0.76 | 66,278 | 1.82 | ||||
2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 2,960 | 2.78 | 606 | 23.22 | ||||
2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 9,251 | 2.42 | 1,863 | 20.90 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 45,615 | 4.03 | 9,335 | 24.77 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -6,476 | -1,325 | |||||
2025-07-23 | 13F | 米罗娃美国有限责任公司 | 1,782,574 | 4.20 | 364,786 | 24.96 | ||||
2025-07-18 | 13F | 第一联合银行信托/ | 4,088 | 9.36 | 837 | 31.24 | ||||
2025-06-26 | NP | USNQX - 纳斯达克 100 指数基金 | 293,673 | 0.08 | 54,896 | 1.44 | ||||
2025-07-18 | 13F | 罗格科,Lp | 4,179 | 1.65 | 855 | 21.97 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 27,320 | 3.78 | 5,591 | 24.44 | ||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 62,040 | 0.53 | 12,696 | 20.56 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | 560 | 115 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 38,032 | 0.34 | 7,783 | 20.32 | ||||
2025-07-29 | 13F | 积极财富管理 | 1,301 | 10.25 | 266 | 32.34 | ||||
2025-08-12 | 13F | 摩根大通公司 | 15,617,157 | 0.47 | 3,195,925 | 20.49 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 200,900 | 52.43 | 41,112 | 82.80 | |||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 2,000 | 409 | |||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 5,551 | 1,136 | ||||||
2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 39,675 | 0.60 | 8,119 | 20.64 | ||||
2025-08-12 | 13F | 战略顾问有限责任公司 | 6,265 | 5.88 | 1,282 | 27.06 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 471,343 | 33.99 | 96 | 60.00 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 400 | 82 | |||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 661 | 44.32 | 135 | 73.08 | ||||
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 | 14,242 | 16.76 | 2,740 | 18.00 | ||||
2025-08-12 | 13F | 银色信托公司 | 32,080 | 2.32 | 6,565 | 22.69 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 248,922 | 14.61 | 50,939 | 37.45 | ||||
2025-08-14 | 13F | 红树林合作伙伴 | 3,695 | 756 | ||||||
2025-08-14 | 13F | 曼氏集团 | Call | 3,800 | 58.33 | 778 | 89.98 | |||
2025-08-14 | 13F | 曼氏集团 | 451,959 | 134.71 | 92,489 | 181.48 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | Call | 200 | 0 | |||||
2025-08-08 | 13F | 菲埃拉资本公司 | 34,859 | 380.88 | 7,134 | 477.10 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -139 | -12.58 | -28 | 3.70 | |||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 3,608 | 24.37 | 738 | 49.09 | ||||
2025-07-29 | 13F | 有志者有限公司 | 2,497 | 8.90 | 511 | 30.43 | ||||
2025-07-08 | 13F | 米拉博与Cie SA | 15,810 | 130.13 | 3,235 | 176.02 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 325,256 | 16.23 | 66,560 | 39.39 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 21,565 | 2.09 | 4,413 | 22.45 | ||||
2025-08-08 | 13F | 改善财务策略 | 2,112 | 0.57 | 432 | 20.67 | ||||
2025-07-10 | 13F | 对抗投资管理公司 | 2,694 | 5.36 | 551 | 26.38 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 430 | 30.30 | 88 | 55.36 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 4,147 | 19.51 | 849 | 43.24 | ||||
2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 38,650 | 2.33 | 7,909 | 22.72 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 2,029 | 36.27 | 415 | 63.39 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,976,946 | 1.84 | 404,562 | 22.13 | ||||
2025-05-15 | 13F | 基准投资顾问有限责任公司 | 22,508 | 32.07 | 3,841 | 23.83 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 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 | 7,540 | 500.80 | 1,543 | 516.80 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 48,235 | 1,875.23 | 9,871 | 1,625.52 | ||||
2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 16,500 | 2.17 | 3,377 | 22.54 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 778,115 | 0.38 | 159,233 | 20.38 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 686,800 | 107.43 | 140,547 | 148.76 | |||
2025-08-05 | 13F | 西区投资管理公司 | 2,025 | 39.94 | 411 | 65.99 | ||||
2025-08-12 | 13F | 锻造第一资产管理公司 | 11,200 | 10.89 | 2,292 | 33.04 | ||||
2025-07-16 | 13F | Embree金融集团 | 1,140 | 233 | ||||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 743,900 | 1.02 | 152,232 | 21.15 | |||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 434 | 6.90 | 89 | 27.54 | ||||
2025-07-07 | 13F | Modus 顾问有限责任公司 | 37,739 | 1.02 | 7,723 | 21.15 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,578 | 82.64 | 323 | 119.05 | ||||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 33,012 | 0.47 | 6,756 | 20.47 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 5 | 1 | ||||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 2,338 | 10.34 | 478 | 32.41 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 6,211 | 2.54 | 1,271 | 23.04 | ||||
2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 24,387 | 2.17 | 4,991 | 22.51 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 38 | 7 | ||||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 69,747 | 13.79 | 13,038 | 15.33 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 1,681 | 2.13 | 344 | 22.86 | ||||
2025-07-28 | NP | ESN - 基本 40 股票 ETF | 12,678 | 6.27 | 2,440 | 7.40 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 1,169 | 10.70 | 239 | 32.78 | ||||
2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 10,228 | 158.61 | 2,093 | 210.53 | ||||
2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 4,101 | 44.50 | 839 | 73.35 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 4,651 | 3.56 | 952 | 24.15 | ||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 1,205 | 247 | ||||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 3,879 | 11.59 | 794 | 33.73 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 506,977 | 24.04 | 103,747 | 48.75 | ||||
2025-07-15 | 13F | IMS资本管理公司 | 8,324 | 1,703 | ||||||
2025-08-25 | NP | CIBR - First Trust 纳斯达克网络安全 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,942,664 | 14.22 | 806,827 | 36.98 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 47,070 | 30.39 | 9,632 | 56.39 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 3,537 | 1.61 | 647 | 9.11 | ||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 6,067 | 55.60 | 1,167 | 57.28 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 21,049 | 12.54 | 4,307 | 34.97 | ||||
2025-08-12 | 13F | 德意志银行\ | 3,186,919 | 4.69 | 652,171 | 25.54 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 79,661 | 0.17 | 16,302 | 20.13 | ||||
2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 4,953 | 65.10 | 1,014 | 18.90 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 4,918 | 5.90 | 1,006 | 27.02 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,066 | 22.81 | 218 | 47.30 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 70,484 | 32.63 | 13,563 | 34.01 | ||||
2025-05-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 65,800 | 72.72 | 11,228 | 61.97 | ||||
2025-07-30 | 13F | 达戴维森公司 | 66,140 | 0.89 | 13,535 | 20.99 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 20,425 | 0.49 | 4,180 | 20.50 | ||||
2025-05-23 | NP | NXTI - 简化下一个无形核心指数 ETF | 142 | 6.77 | 24 | 0.00 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 25,069 | 0.02 | 4,334 | -3.39 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,024,500 | 124.87 | 209,654 | 169.67 | |||
2025-07-28 | 13F | 邓克街公司 | 40,554 | 16.25 | 8,299 | 39.42 | ||||
2025-08-13 | 13F | M&T银行公司 | 125,204 | 1.71 | 25,622 | 21.98 | ||||
2025-06-30 | NP | QRMI - Global X 纳斯达克 100 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 | 935 | 22.86 | 175 | 24.29 | ||||
2025-08-08 | 13F | 王财富 | 1,106 | 0 | ||||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 773,939 | 2.71 | 158,379 | 23.17 | ||||
2025-07-15 | 13F | 席茨·史密斯财富管理 | 5,135 | 43.84 | 1,051 | 72.41 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 2,723 | 67.88 | 557 | 101.81 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 6,297 | 61.05 | 1,177 | 63.25 | ||||
2025-07-18 | 13F | 三部曲资本公司 | 2,006 | 2.61 | 411 | 23.12 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 332,072 | 0.29 | 67,955 | 20.27 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 1,569 | 321 | ||||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 2,755 | 78.20 | 564 | 114.07 | ||||
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 | 718 | 9.12 | 138 | 10.40 | ||||
2025-07-16 | 13F | 远景资本管理公司 | 28,118 | 25.40 | 5,754 | 50.39 | ||||
2025-07-07 | 13F | 俄克拉荷马州信托公司 | 1,721 | 352 | ||||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 7,014 | 19.92 | 1,435 | 43.79 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 1,090 | 223 | ||||||
2025-07-11 | 13F | AA 财务顾问有限责任公司 | 987 | 202 | ||||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 62,529 | 2.41 | 12,796 | 22.82 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 171,758 | 462.53 | 35,149 | 574.63 | ||||
2025-08-11 | 13F | 一资本管理有限责任公司 | 3,637 | 9.02 | 744 | 30.76 | ||||
2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 859,167 | 4.49 | 175,820 | 25.31 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 7,017 | 5.57 | 1,436 | 26.54 | ||||
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 | 685 | 20.60 | 128 | 23.08 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,686 | 345 | ||||||
2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 44 | 4.76 | 8 | -38.46 | ||||
2025-07-30 | 13F | 私人资本顾问公司 | 152,398 | 0.02 | 31,187 | 19.95 | ||||
2025-08-07 | 13F | 拉弗投资公司 | 47,930 | 1.70 | 9,808 | 21.96 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 12,934 | 71.65 | 2,647 | 105.91 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 1,026,190 | 6.03 | 210,000 | 27.15 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,600 | 327 | ||||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 3,117 | 2.03 | 638 | 22.26 | ||||
2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,600 | 1,913.69 | 3,964 | 1,717.89 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 35,478 | 7 | ||||||
2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 198 | 41 | ||||||
2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 2,399 | 19.00 | 491 | 42.44 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 6,707 | 24.09 | 1,373 | 48.81 | ||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,053 | 216 | ||||||
2025-07-17 | 13F | MBA顾问有限责任公司 | 2,344 | 2.05 | 480 | 22.51 | ||||
2025-07-16 | 13F/A | CX 机构 | 2,014 | 22.06 | 0 | |||||
2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 3,711 | 0.38 | 759 | 20.48 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 499,676 | 3.22 | 102,254 | 23.78 | ||||
2025-06-26 | NP | TGWRX - 泛美大型增长 R | 9,865 | 23.25 | 1,844 | 24.93 | ||||
2025-07-21 | 13F | J2资本管理公司 | 3,190 | 90.90 | 653 | 128.77 | ||||
2025-08-15 | 13F | 布朗财务顾问 | 8,446 | 1.33 | 1,728 | 21.52 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 2,047 | 20,370.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 103 | 43.06 | 21 | 75.00 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 10,429 | 19.00 | 2,007 | 20.26 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | 7,752 | 0.49 | 1,586 | 20.52 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,910 | 0.80 | 800 | 21.03 | ||||
2025-08-12 | 13F | MAI资本管理 | Call | 184 | 20.26 | |||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 2,484,317 | 3.07 | 508,391 | 23.60 | ||||
2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 3,217 | 16.77 | 658 | 40.00 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Put | 600 | 20.00 | 92 | 26.39 | |||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,117,111 | 2.21 | 433,245 | 22.57 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 20,461 | 1.90 | 3,825 | 3.30 | ||||
2025-06-03 | 13F | 投资有限责任公司 | 5,339 | 911 | ||||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 5,693 | 29.59 | 1,165 | 55.54 | ||||
2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 2,096 | 7.71 | 429 | 28.92 | ||||
2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 3,067 | 628 | ||||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 15,229 | 1.21 | 2,930 | 2.27 | ||||
2025-08-08 | 13F | 资本投资顾问公司 | 1,085 | 222 | ||||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 5,133 | 1,050 | ||||||
2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 437 | 97.74 | 89 | 140.54 | ||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 1,162 | 238 | ||||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 669 | 38.80 | 129 | 40.66 | ||||
2025-07-17 | 13F | 资本洞察合伙人有限公司 | 13,355 | 0.15 | 2,733 | 20.09 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 2,829 | 13.02 | 579 | 35.36 | ||||
2025-07-15 | 13F | GSB 财富管理有限责任公司 | 1,405 | 2.70 | 288 | 23.18 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | Put | 5,400 | 1,105 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 2,498 | 5.53 | 467 | 6.88 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 518,643 | 243.97 | 106 | 324.00 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 594 | 14.45 | 111 | 16.84 | ||||
2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 990 | 0 | ||||||
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 | 1,633 | 60.73 | 334 | 93.06 | ||||
2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,361 | 0.07 | 279 | 19.83 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 4,466 | 13.61 | 914 | 36.27 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 218,620 | 61.29 | 44,738 | 93.43 | ||||
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 | 89,401 | 18.12 | 17,203 | 19.35 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 10,703 | 60.30 | 2,190 | 92.27 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 213,181 | 35.36 | 43,625 | 62.33 | ||||
2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 A 级 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 | 5,010 | 937 | ||||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 65,233 | 13,349 | ||||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 173,477 | 8.79 | 32,428 | 10.28 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 8,934 | 6.12 | 1,828 | 27.30 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 1,833 | 5.77 | 375 | 27.12 | ||||
2025-07-25 | 13F | CWM有限公司 | 74,571 | 24.47 | 15 | 50.00 | ||||
2025-08-05 | 13F | AGH 财富顾问有限公司 | 1,837 | 5.45 | 376 | 26.26 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 13,134 | 0.83 | 2,688 | 2.21 | ||||
2025-07-24 | 13F | 伯纳德财富管理公司 | 16,631 | 16.16 | 3,403 | 39.30 | ||||
2025-07-10 | 13F | 瑞典银行 | 1,831,684 | 16.69 | 374,836 | 39.94 | ||||
2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 1,186 | 243 | ||||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 5,796 | 0.52 | 1,186 | 20.65 | ||||
2025-08-25 | NP | ADOIX - AXS 动态机会基金 I 类股票 | 2,995 | 613 | ||||||
2025-08-12 | 13F | 维亚财富有限公司 | 5,540 | 4.14 | 1,134 | 24.92 | ||||
2025-07-10 | 13F | 克莱尔市场投资有限公司 | 16,691 | 24.15 | 3,416 | 48.87 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 247,500 | 7.14 | 51 | 28.21 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 28,383 | 9.56 | 5,808 | 31.40 | ||||
2025-08-14 | 13F | 联信银行 | 241,655 | 7.02 | 49,452 | 28.35 | ||||
2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 24,191 | 5.42 | 4,950 | 26.44 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 4,762,400 | 8.37 | 974,578 | 29.96 | |||
2025-07-10 | 13F | 安全国家银行 | 77,831 | 0.41 | 15,927 | 20.42 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 51,368 | 1.67 | 11 | 25.00 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 124,168 | 330.45 | 25,410 | 416.23 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 74,603 | 70.14 | 14,355 | 71.94 | ||||
2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 32,643 | 8.34 | 6,680 | 29.94 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 101,174 | 32.78 | 20,703 | 59.24 | ||||
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 | 338,807 | 1.71 | 69,333 | 21.97 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 9,880 | 60.49 | 1,215 | 15.62 | ||||
2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 57 | 14.29 | ||||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 6,631 | 1,357 | ||||||
2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 14,410 | 0.50 | 2,949 | 20.52 | ||||
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 | 783,658 | 3.29 | 146,489 | 4.69 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 134,848 | 7.90 | 27,595 | 29.40 | ||||
2025-07-17 | 13F | 景顺有限公司 | 9,176 | 93.42 | 1,878 | 132.01 | ||||
2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 32,022 | 104.94 | 5,905 | 16.40 | ||||
2025-08-04 | 13F | BLB&B 顾问有限公司 | 86,228 | 1.02 | 17,646 | 21.15 | ||||
2025-08-14 | 13F | 锦绣资本投资管理有限公司 | 1,064 | 218 | ||||||
2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 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 | 9,337 | 10.02 | 1,911 | 31.91 | ||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 3,581 | 7.54 | 733 | 28.87 | ||||
2025-07-15 | 13F | StoneCrest 财富管理公司 | 13,938 | 1.76 | 2,852 | 22.04 | ||||
2025-08-05 | 13F | 埃莱维斯特公司 | 1,327 | 272 | ||||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 562,400 | 0.46 | 115,090 | 20.48 | ||||
2025-07-21 | 13F | 语法研究公司 | 11,646 | 2,383 | ||||||
2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 181,691 | 37.94 | 37,181 | 65.43 | ||||
2025-08-14 | 13F | Sig 经纪公司 | 7,891 | 1,615 | ||||||
2025-08-14 | 13F | Sig 经纪公司 | Put | 9,000 | 1,842 | |||||
2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 5,453 | 15.95 | 1,116 | 39.03 | ||||
2025-08-11 | 13F | 普洛特金财务顾问有限公司 | 3,335 | 5.50 | 682 | 26.53 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Call | 8,000 | 1,637 | |||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 33,589 | 1.48 | 6,463 | 2.54 | ||||
2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 10,682 | 49.50 | 2,186 | 79.25 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 111,475 | 4.21 | 21,450 | 5.30 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 22,880 | 2.00 | 4,682 | 22.34 | ||||
2025-08-13 | 13F | 主动财富策略有限责任公司 | 22,192 | 8.94 | 5 | 33.33 | ||||
2025-06-23 | NP | CMNWX - 本金资本增值基金(fka西海岸股票基金)A级 | 224,164 | 7.86 | 41,903 | 9.32 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 19,562 | 18.53 | 4,003 | 42.15 | ||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 196,318 | 13.28 | 36,698 | 14.82 | ||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 4,588 | 0.20 | 939 | 20.10 | ||||
2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 794,484 | 1.23 | 162,583 | 21.40 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 70,919 | 0.60 | 13,646 | 1.65 | ||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 57,165 | 1.41 | 11,698 | 21.63 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 65 | 75.68 | 13 | 116.67 | ||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 102 | 0.99 | 21 | 17.65 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 52,993 | 11.56 | 10,844 | 33.79 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 162,294 | 5.62 | 33,212 | 26.66 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Call | 30,000 | 6,139 | |||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,800 | 20.00 | 368 | 44.31 | |||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Put | 30,000 | 6,139 | |||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 205,256 | 21.96 | 42 | 50.00 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 1,025,330 | 2.02 | 209,824 | 22.34 | ||||
2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 18,472 | 114.07 | 3,554 | 116.31 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 56,738 | 4.42 | 10,606 | 5.85 | ||||
2025-08-06 | 13F | Achmea 投资管理公司 | 294,832 | 1.02 | 60 | 22.45 | ||||
2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 2,399 | 119.29 | 448 | 122.89 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 11,378 | 257.91 | 2,328 | 329.52 | ||||
2025-06-26 | NP | XT - iShares 指数技术 ETF | 83,953 | 2.28 | 15,693 | 3.67 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,484 | 66.30 | 713 | 99.44 | ||||
2025-07-17 | 13F | 西北财富管理有限公司 | 2,188 | 3.60 | 448 | 24.17 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | Call | 3,153 | 87.40 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 7,705 | 16.83 | 1,577 | 40.09 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 1,440 | 75.82 | 295 | 111.51 | ||||
2025-07-24 | 13F | Triodos 投资管理公司 | 221,500 | 0.32 | 45,308 | 18.78 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 2,360 | 2.61 | 483 | 22.96 | ||||
2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 13,574 | 0.73 | 3 | 0.00 | ||||
2025-06-27 | NP | TMAT - 主要主题创新ETF | 5,784 | 1.40 | 1,081 | 2.85 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 294,660 | 4.67 | 59,912 | 24.73 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 1,128,314 | 10.06 | 230,898 | 31.99 | ||||
2025-03-28 | NP | HAPI - 港湾企业文化ETF | 6,576 | 105.05 | 1,213 | 4.94 | ||||
2025-07-08 | 13F | 帕里西格雷财富管理 | 4,510 | 3.44 | 923 | 24.06 | ||||
2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 1,003 | 205 | ||||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 7,801 | 8.88 | 1,596 | 30.61 | ||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 58,962 | 2.51 | 12,066 | 22.92 | ||||
2025-07-16 | 13F | 真北顾问有限责任公司 | 3,371 | 3.15 | 690 | 23.70 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 348,228 | 15.59 | 64,965 | 29.09 | ||||
2025-08-13 | 13F | B&D 白色资本有限公司 | 2,900 | 593 | ||||||
2025-07-21 | 13F | 上升集团有限责任公司 | 4,704 | 14.59 | 963 | 37.43 | ||||
2025-05-30 | NP | Tidal Trust III - Unity Wealth Partners 动态资本增值及期权 ETF | 186 | 93.75 | 32 | 82.35 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 82,667 | 8.29 | 16,917 | 29.86 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 800 | 164 | |||||
2025-07-14 | 13F | UMA 金融服务公司 | 102 | 45.71 | 21 | 81.82 | ||||
2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 1,005 | 206 | ||||||
2025-07-17 | 13F | 劳特巴赫财务顾问有限责任公司 | 4,001 | 0.03 | 819 | 19.94 | ||||
2025-08-12 | 13F | NFP 退休公司 | 2,726 | 0.37 | 558 | 20.30 | ||||
2025-07-08 | 13F | Ptm财富管理有限责任公司 | 1,250 | 252 | ||||||
2025-07-25 | 13F | MOKAN 财富管理有限公司 | 1,328 | 8.23 | 272 | 30.14 | ||||
2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,958 | 3.60 | 401 | 24.22 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 166,323 | 6.95 | 34,036 | 28.27 | ||||
2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 31,028 | 2.94 | 6,350 | 23.45 | ||||
2025-07-29 | 13F | FLC资本顾问公司 | 8,177 | 0.02 | 1,673 | 20.01 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 176,521 | 16.43 | 36,123 | 39.63 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 26,692 | 3.17 | 5,462 | 23.74 | ||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 5,033 | 9.63 | 1,030 | 31.42 | ||||
2025-08-13 | 13F | 帝国财务管理有限公司 | 11,114 | 7.67 | 2,274 | 29.13 | ||||
2025-08-14 | 13F | ClearAlpha 技术公司 | 6,592 | 1,349 | ||||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 103,776 | 3.08 | 21,237 | 23.62 | ||||
2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 3,237 | 1.22 | 662 | 21.47 | ||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 102 | 12.09 | 21 | 33.33 | ||||
2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,407 | 288 | ||||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 13,107 | 14.25 | 2,682 | 37.05 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | 4,000 | 7.12 | 819 | 28.41 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 1,949 | 399 | ||||||
2025-08-08 | 13F | Impax资产管理集团有限公司 | 143,588 | 7.12 | 29,384 | 28.46 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 28,607 | 10.69 | 5,505 | 11.85 | ||||
2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 2,256 | 15.34 | 462 | 38.44 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 616,611 | 24.96 | 126,183 | 49.86 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 40,357 | 0.73 | 8,259 | 20.80 | ||||
2025-08-26 | NP | QCGRRX - R1 级增长账户 | 2,184,379 | 14.11 | 447,011 | 36.85 | ||||
2025-08-12 | 13F | 富通资本管理有限公司 | 35,456 | 17.68 | 7,256 | 41.12 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 17,390 | 6.09 | 3,251 | 7.54 | ||||
2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 200 | 41 | ||||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 2,381 | 9.82 | 487 | 31.98 | ||||
2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,022 | 752 | ||||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 3,756 | 68.96 | 769 | 102.64 | ||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 2,245 | 15.84 | 390 | 17.88 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 16,624 | 2.33 | 3,402 | 22.69 | ||||
2025-03-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 10,823 | 47.73 | 1,996 | -24.40 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 118,269 | 1.08 | 24,203 | 20.85 | ||||
2025-06-27 | NP | PTF - Invesco DWA 科技动量 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 | 76,533 | 16.63 | 14,306 | 18.22 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 928 | 23.24 | 272 | 112.50 | ||||
2025-07-11 | 13F | 先锋资本财富顾问 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 | 1,454 | 298 | ||||||
2025-07-31 | 13F | 转折点福利集团有限公司 | 1,332 | 273 | ||||||
2025-08-13 | 13F | 裸金融服务公司 | 42 | 223.08 | 9 | 300.00 | ||||
2025-08-11 | 13F | 黄铜税财富管理有限公司 | 1,366 | 9.46 | 280 | 31.60 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 13 | 225.00 | 3 | |||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 11,442 | 195.05 | 2,341 | 254.16 | ||||
2025-08-05 | 13F | Telos 资本管理公司 | 75,086 | 25.53 | 15,366 | 50.55 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 16,929 | 16.94 | 3,464 | 40.24 | ||||
2025-05-02 | 13F | 纳帕特里资本有限公司 | 2,190 | 17.24 | 374 | 10.03 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 7,196 | 75.90 | 1,472 | 110.89 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | Call | 300 | 61 | |||||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 4,979 | 82.05 | 1 | |||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 63,618 | 2.11 | 13,019 | 22.45 | ||||
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 | 2,194 | 0.55 | 422 | 1.69 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 239 | 49 | ||||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 2,798 | 69.99 | 523 | 72.61 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 24,854 | 14.94 | 5,086 | 37.87 | ||||
2025-07-28 | 13F | 港湾信托投资管理公司 | 52,330 | 10.49 | 10,709 | 32.51 | ||||
2025-08-14 | 13F | NCM资本管理有限责任公司 | 1,945 | 1.30 | 398 | 21.71 | ||||
2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 1,378 | 282 | ||||||
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 | 76,246 | 1.51 | 14,253 | 2.89 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 4,948 | 76.40 | 1,013 | 111.72 | ||||
2025-07-15 | 13F | LeConte财富管理有限责任公司 | 3,633 | 78.61 | 743 | 114.12 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 9,772 | 2.38 | 2,000 | 22.79 | ||||
2025-08-07 | 13F | 资本财富规划有限责任公司 | 3,936 | 202.54 | 805 | 262.61 | ||||
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 | -3,394 | -634 | |||||
2025-08-06 | 13F | 西耶纳管理 | 46,545 | 10.17 | 8,696 | 24.10 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,803 | 7.39 | 524 | 8.73 | ||||
2025-07-23 | 13F | 鹰岩投资公司 | 1,008 | 206 | ||||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 40,999 | 0.61 | 8,390 | 20.67 | ||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 63,556 | 0.63 | 12,229 | 1.68 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 5,738 | 24.31 | 1,174 | 49.17 | ||||
2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 1,668 | 5.30 | 321 | 6.31 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 5,634 | 18.51 | 1,153 | 42.05 | ||||
2025-08-12 | 13F | 博克夫,那 | 51,609 | 3.50 | 10,561 | 24.13 | ||||
2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 3,099 | 145.56 | 634 | 194.88 | ||||
2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 1,138 | 233 | ||||||
2025-08-05 | 13F | Versor投资有限公司 | 8,345 | 30.55 | 1,708 | 56.61 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 17,203 | 19.75 | 3,520 | 43.61 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 808 | 109.33 | 165 | 153.85 | ||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 1,520 | 4.83 | 311 | 25.91 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 368,100 | 75 | |||||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 13,037 | 233.77 | 2,668 | 300.45 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 4,466,178 | 14.76 | 914 | 37.50 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 89 | 3.49 | 17 | 6.25 | ||||
2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 2,289 | 42.35 | 391 | 33.56 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 326,700 | 67 | |||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 10,886 | 9.10 | 2,228 | 30.85 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 8,799 | 55.43 | 1,801 | 86.53 | ||||
2025-05-13 | 13F | 肖点资本合伙公司 | 24,117 | 15.40 | 4,115 | 8.23 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 32 | 14.29 | 6 | 0.00 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 52 | 8.33 | 10 | 12.50 | ||||
2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 20,491 | 37.39 | 3,750 | 38.22 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 27,416 | 1.08 | 5,610 | 21.22 | ||||
2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 15,813 | 3.18 | 3,236 | 23.71 | ||||
2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 104 | 52.94 | 18 | 41.67 | ||||
2025-08-01 | 13F | 自由财富管理有限公司 | 1,145 | 234 | ||||||
2025-08-13 | 13F | 丹卡金融 | 103,650 | 0.83 | 21,211 | 20.92 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 107,186 | 1.83 | 21,929 | 22.11 | ||||
2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 742 | 5.40 | 139 | 6.98 | ||||
2025-08-08 | 13F | 财富联盟 | 8,386 | 1.82 | 1,716 | 22.14 | ||||
2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -102,123 | 47.57 | -19,090 | 49.58 | |||
2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 37,962 | 9.79 | 7,769 | 31.66 | ||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 84,037 | 5,399.80 | 17,197 | 6,514.23 | ||||
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 | 163,549 | 2.67 | 30,572 | 4.07 | ||||
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 | 2,542 | 15.13 | 475 | 16.71 | ||||
2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 9,990 | 0.43 | 2,044 | 20.45 | ||||
2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 17,768 | 6.01 | 3,636 | 27.18 | ||||
2025-08-13 | 13F | 鼎石金融集团 | 8,384 | 4.89 | 1,483 | -0.27 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 12,729 | 0.45 | 2,449 | 1.49 | ||||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 1,284 | 0.63 | 263 | 20.74 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 637,754 | 4.69 | 130,510 | 25.55 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 3,099 | 15.85 | 634 | 55.01 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 90,050 | 5.80 | 18,428 | 26.87 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,857 | 11.34 | 534 | 12.90 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,709 | 187.71 | 329 | 190.27 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 3,667 | 0.80 | 649 | -4.71 | ||||
2025-07-16 | 13F | 投资伙伴资产管理公司 | 3,398 | 4.62 | 695 | 25.45 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,144 | 1.47 | 439 | 21.67 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 49,437 | 3.85 | 10,117 | 24.54 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 561,489 | 6.61 | 114,903 | 29.42 | ||||
2025-07-30 | 13F | 雅各布森资本管理公司 | 1,452 | 8.28 | 297 | 30.26 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 9,733 | 36.53 | 1,992 | 63.73 | ||||
2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 1,372 | 6.27 | 281 | 27.27 | ||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 236 | 18.00 | 48 | 41.18 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 192 | 734.78 | 36 | 400.00 | ||||
2025-08-06 | 13F | 德克尔退休计划公司 | 54 | 11 | ||||||
2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 265,865 | 3.51 | 54,407 | 24.13 | ||||
2025-07-21 | 13F | 卡塔利娜资本集团有限责任公司 | 1,579 | 3.95 | 323 | 24.71 | ||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 121,764 | 11.10 | 24,918 | 33.23 | ||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 4,166 | 30.07 | 853 | 56.04 | ||||
2025-05-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 68,400 | 1,182.34 | 11,672 | 540.21 | ||||
2025-08-14 | 13F | KKM 金融有限责任公司 | 26,800 | 20.30 | 5,484 | 44.28 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 26,003 | 9.29 | 5,321 | 31.09 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 17,098 | 17.93 | 3,499 | 41.45 | ||||
2025-08-14 | 13F | 木星财富管理有限责任公司 | 750 | 133 | ||||||
2025-08-14 | 13F | Optiver控股有限公司 | Put | 300 | 61 | |||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 2,910 | 596 | ||||||
2025-08-14 | 13F | 货币管理集团公司 | 8,430 | 27.34 | 1,725 | 52.79 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 98,652 | 7.50 | 20,188 | 28.92 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 15,785 | 3,230 | ||||||
2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 19,405 | 189.93 | 3,970 | 247.64 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 162,384 | 7.25 | 33,230 | 28.61 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 40,628 | 74.44 | 8,314 | 109.21 | ||||
2025-07-30 | 13F | 圣约翰投资管理有限公司 | 4,235 | 19.53 | 867 | 43.38 | ||||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 3,969 | 12.82 | 764 | 14.05 | ||||
2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 1,344 | 1.51 | 275 | 22.22 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 224,186 | 5.63 | 45,732 | 26.03 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 650 | 133 | ||||||
2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 141,006 | 2.93 | 26,358 | 4.33 | ||||
2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 17,967 | 2.86 | 3,457 | 3.94 | ||||
2025-07-08 | 13F | 花岗岩湾财富管理有限责任公司 | 3,450 | 12.23 | 1 | |||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 1,940 | 4.64 | 397 | 25.63 | ||||
2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 5,564 | 26.97 | 1,139 | 52.34 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 8,758 | 8.81 | 1,685 | 9.99 | ||||
2025-08-12 | 13F | SFMG有限公司 | 34,188 | 1.65 | 6,996 | 21.92 | ||||
2025-08-07 | 13F | DJE 资本管理公司 | 585,752 | 10.27 | 118,414 | 33.00 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 78 | 16 | ||||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -6,013 | -1,124 | |||||
2025-08-13 | 13F | 谢里登堡顾问有限公司 | 22,010 | 4.29 | 4,504 | 25.08 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 547,944 | 4,524.00 | 112,131 | 5,445.55 | ||||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 2,085 | 10.61 | 427 | 32.71 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | Put | 0 | 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 | 951,417 | 9.93 | 183,072 | 11.08 | ||||
2025-08-13 | 13F | 挪威银行 | 3,302,703 | 675,865 | ||||||
2025-07-30 | 13F | 道德公司 | 66,261 | 6.34 | 13,290 | 24.50 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 342,365 | 30.35 | 70,062 | 56.32 | ||||
2025-07-30 | 13F | 信赖投资管理有限责任公司 | 34,020 | 1.14 | 6,962 | 21.29 | ||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 2,539 | 99.14 | 520 | 139.17 | ||||
2025-08-26 | NP | IMSCX - IMS 资本价值基金机构类别股票 | 7,800 | 1,596 | ||||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 207,800 | 18.40 | 42,524 | 42.00 | |||
2025-08-15 | 13F | 蒙塔格考德威尔有限公司 | 79,659 | 75.36 | 16,301 | 110.31 | ||||
2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 44,847 | 0.93 | 9,177 | 21.05 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 358,200 | 125.99 | 73,302 | 171.03 | |||
2025-08-08 | 13F | 综合财务规划有限公司/PA | 856 | 53.96 | 175 | 86.17 | ||||
2025-07-16 | 13F | 注册财务顾问有限责任公司 | 1,668 | 4.38 | 341 | 25.37 | ||||
2025-07-09 | 13F | DLK 投资管理有限公司 | 2,568 | 47.93 | 526 | 77.36 | ||||
2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 54 | 5,300.00 | 11 | 22.22 | ||||
2025-08-11 | 13F | 科特兰山资本管理有限公司 | 4,898 | 99.67 | 1,002 | 143.80 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 7,355 | 8.54 | 1,505 | 30.19 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 706 | 13.50 | 144 | 35.85 | ||||
2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 10,275 | 2,103 | ||||||
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 | 49,703 | 4.09 | 9,564 | 5.18 | ||||
2025-08-14 | 13F | EDENTREE资产管理有限公司 | 54,060 | 11.33 | 11,058 | 33.49 | ||||
2025-08-28 | NP | SPRX - Spear Alpha ETF | 502 | 2.45 | 103 | 22.89 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 780 | 67.38 | 0 | |||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 8,329 | 19.02 | 1,704 | 42.71 | ||||
2025-08-12 | 13F | 17 资本合伙公司 | 3,874 | 14.48 | 793 | 37.26 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 569,685 | 4.17 | 106,491 | 5.59 | ||||
2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 1,925 | 360 | ||||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,982 | 1.84 | 557 | 3.34 | ||||
2025-07-16 | 13F | Kingsman财富管理有限公司 | 1,285 | 263 | ||||||
2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 10,592 | 1.73 | 2,168 | 22.02 | ||||
2025-07-28 | NP | VSRDX - 美国社会责任基金 | 33,387 | 104.79 | 6,424 | 106.96 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 6,391 | 77.53 | 1 | |||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 39,551 | 7.79 | 8,094 | 29.26 | ||||
2025-07-14 | 13F | CRA 金融服务有限责任公司 | 7,965 | 7.64 | 1,630 | 29.08 | ||||
2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 47,424 | 1.65 | 9,705 | 21.89 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 721 | 29.68 | 148 | 56.38 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 57,390 | 2.45 | 11,744 | 22.87 | ||||
2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 8,800 | 1,801 | ||||||
2025-07-25 | 13F | 北美社区银行 | 8,017 | 19.64 | 1,641 | 43.48 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 187,868 | 4.21 | 38 | 26.67 | ||||
2025-08-07 | 13F | 未来基金有限责任公司 | 8,732 | 119.34 | 1,787 | 163.03 | ||||
2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 163,248 | 5.19 | 33,407 | 26.15 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 21,390 | 12.54 | 4,377 | 34.97 | ||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 242,745 | 11.90 | 46,709 | 13.07 | ||||
2025-08-15 | 13F | 尼库斯基金融公司 | 42,296 | 1.83 | 8,655 | 22.13 | ||||
2025-07-29 | 13F | Hartline 投资公司/ | 47,899 | 2.83 | 9,802 | 23.33 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 57,163 | 0.53 | 11,698 | 20.55 | ||||
2025-06-26 | NP | USAUX - 积极增长基金股票 | 245,154 | 2.62 | 45,827 | 4.02 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 83,246 | 87.07 | 17,035 | 124.35 | ||||
2025-07-07 | 13F | RB 资本管理有限责任公司 | 6,618 | 8.37 | 1,354 | 29.94 | ||||
2025-08-08 | 13F | 赫多克公司 | 2,811 | 1.74 | 575 | 22.08 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 474,440 | 2.28 | 97,089 | 22.66 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 47,160 | 86.33 | 10 | 125.00 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 150 | 200.00 | 31 | 275.00 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,869 | 8.73 | 383 | 30.38 | ||||
2025-05-15 | 13F | 牛津资产管理公司 | 3,912 | 668 | ||||||
2025-08-18 | 13F | 布里克和凯尔合伙人 | 21,035 | 13.49 | 4 | 33.33 | ||||
2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 2,321 | 0.83 | 475 | 20.92 | ||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 16,923 | 8.51 | 3,463 | 30.14 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 126 | 44.83 | 26 | 78.57 | ||||
2025-07-09 | 13F | Mfg 财富管理有限公司 | 16,856 | 0.39 | 3,449 | 20.38 | ||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 11,386 | 327.40 | 2,330 | 413.22 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 15,691 | 3.09 | 3,211 | 23.64 | ||||
2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 1,597 | 8.05 | 327 | 29.37 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 4,416 | 13.32 | 904 | 35.79 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 150 | 200.00 | 31 | 275.00 | ||||
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 | 302,563 | 2.51 | 56,558 | 3.90 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 527,699 | 0.01 | 108 | 18.89 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 537,232 | 526.01 | 109,939 | 650.80 | ||||
2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 1,905 | 4.33 | 390 | 25.08 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 1,213 | 13.47 | 227 | 14.72 | ||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 22,469 | 7.39 | 4,598 | 28.80 | ||||
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 | 239,400 | 22.77 | 48,991 | 47.23 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 547 | 22.10 | 112 | 46.05 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 106,374 | 0.79 | 21,768 | 20.87 | ||||
2025-07-23 | 13F | 马登证券公司 | 23,779 | 1.53 | 4,866 | 21.77 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 2,234,551 | 7.91 | 457,279 | 29.41 | ||||
2025-08-01 | 13F | 第一国民信托公司 | 52,705 | 2.06 | 10,786 | 22.40 | ||||
2025-08-07 | 13F | 中央信托公司 | 20,494 | 5.32 | 4,194 | 26.30 | ||||
2025-07-24 | NP | FMILX - 富达新千年基金 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 | 170,800 | 29.00 | 32,865 | 30.35 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 94,100 | 804.81 | 19,257 | 985.46 | |||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 3,763 | 198.65 | 770 | 258.14 | ||||
2025-08-13 | 13F | 金沙资本管理有限公司 | 154,863 | 31,691 | ||||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 4 | 1 | ||||||
2025-07-22 | 13F | JSF 金融有限责任公司 | 2,989 | 1.53 | 612 | 21.71 | ||||
2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 1,648 | 308 | ||||||
2025-08-06 | 13F | 第一地平线顾问公司 | 4,868 | 1.71 | 996 | 22.06 | ||||
2025-07-14 | 13F | 战略规划集团有限责任公司 | 46,184 | 5.15 | 9,451 | 26.10 | ||||
2025-07-15 | 13F | 斯托克顿银行 | 3,790 | 4.18 | 776 | 25.00 | ||||
2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 2,330 | 48.22 | 477 | 77.61 | ||||
2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 38,792 | 11.90 | 7,938 | 34.20 | ||||
2025-08-07 | 13F | 康帕斯资本管理公司 | 101,350 | 20,740 | ||||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 2,700 | 553 | ||||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 1,657 | 339 | ||||||
2025-08-05 | 13F | 森伯斯特金融集团有限责任公司 | 978 | 200 | ||||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 38,263 | 33.13 | 7,814 | 59.37 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 295,700 | 83.32 | 60,512 | 119.85 | |||
2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 1,279 | 262 | ||||||
2025-07-14 | 13F | 公园大道证券有限公司 | 60,056 | 10.57 | 12 | 33.33 | ||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 3,195 | 18.07 | 654 | 41.65 | ||||
2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 1,336 | 142.03 | 273 | 190.43 | ||||
2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 1,115 | 228 | ||||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | Call | 0 | 0 | |||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 112,559 | 26.30 | 22,582 | 46.70 | ||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 3,618 | 4.09 | 740 | 24.79 | ||||
2025-03-31 | NP | JTKRX - 约翰汉考克全球主题机会基金 R6 级 | 3,061 | 565 | ||||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 7,370 | 18.30 | 1,508 | 41.86 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 19,722 | 16.06 | 4,036 | 39.19 | ||||
2025-08-07 | 13F | 高斯资本有限责任公司 | 17,300 | 1.14 | 3,540 | 21.32 | ||||
2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,000 | 2,958.42 | 34,251 | 2,659.87 | ||||
2025-08-04 | 13F | 海洋资本管理有限公司 | 20,809 | 10.47 | 4,258 | 32.48 | ||||
2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,724 | 322 | ||||||
2025-08-01 | 13F | 詹尼森联合有限公司 | 39,741 | 32.84 | 8,133 | 59.33 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 82,912 | 0.04 | 16,967 | 19.98 | ||||
2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 2,734 | 0.37 | 559 | 20.47 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 28,656 | 9.61 | 5,864 | 31.45 | ||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 127,538 | 0.83 | 23,841 | 2.20 | ||||
2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 23,737 | 7.22 | 4,858 | 28.59 | ||||
2025-07-17 | 13F | 西德卢瑟福有限公司 | 25,699 | 4.62 | 5,259 | 23.36 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,103 | 8.14 | 226 | 29.31 | ||||
2025-07-21 | 13F | 富通资本顾问有限公司 | 4,440 | 909 | ||||||
2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 2,580 | 23.44 | 496 | 24.94 | ||||
2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 3,501 | 58,250.00 | 716 | 71,500.00 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | 376,875 | 4.78 | 75,619 | 19.36 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 424,970 | 5.22 | 79,440 | 6.66 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 3,018 | 5.60 | 618 | 26.69 | ||||
2025-07-14 | 13F | 加州遗产资本集团有限公司 | 1,339 | 8.95 | 274 | 31.10 | ||||
2025-08-06 | 13F | 霍兰证券公司 | 1,616 | 1.76 | 331 | 22.22 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 2,009 | 81.97 | 411 | 118.62 | ||||
2025-07-23 | 13F | BankPlus 信托部 | 8,351 | 22.77 | 1,709 | 47.24 | ||||
2025-08-07 | 13F | PFG顾问 | 6,093 | 8.73 | 1,247 | 30.33 | ||||
2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 9,833 | 0.94 | 2,012 | 21.06 | ||||
2025-08-13 | 13F | 资本分析师公司 | 3,481 | 0.75 | 1 | |||||
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 | 82,185 | 2.20 | 15,814 | 3.27 | ||||
2025-08-12 | 13F | 桑德希尔资本合伙公司 | 418,402 | 0.46 | 85,622 | 20.48 | ||||
2025-07-09 | 13F | 索耶公司 | 78 | 34.48 | 0 | |||||
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 | 315,082 | 1.17 | 58,898 | 2.55 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 49 | 36.11 | 10 | 66.67 | ||||
2025-08-06 | 13F | 卡帕索规划合作伙伴有限责任公司 | 1,034 | 212 | ||||||
2025-08-01 | 13F | Reliant投资合伙公司 | 2,996 | 1.35 | 613 | 21.63 | ||||
2025-08-14 | 13F | 坎托·菲茨杰拉德,LP | 1,861 | 381 | ||||||
2025-08-05 | 13F | 斯奈德金融集团 | 20,356 | 14.82 | 4,166 | 37.69 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 576,800 | 82.10 | 118,036 | 118.38 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 49,635 | 10.16 | 8,706 | 3.52 | ||||
2025-07-17 | 13F | 诺依曼资本管理有限公司 | 986 | 202 | ||||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 12,170 | 1.42 | 2,490 | 21.64 | ||||
2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 139,253 | 28,497 | ||||||
2025-07-10 | 13F | 主权顾问有限责任公司 | 7,159 | 3.41 | 1,460 | 25.86 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,851 | 10.20 | 583 | 32.20 | ||||
2025-03-28 | NP | HACAX - 港湾资本增值基金机构级 | 594,121 | 11.39 | 109,568 | -42.99 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 992,976 | 0.59 | 203,203 | 34.96 | ||||
2025-07-10 | 13F | 信任点公司 | 3,463 | 34.80 | 709 | 61.64 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 24,912 | 1.10 | 5,098 | 21.24 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 87,031 | 2.33 | 17,810 | 22.73 | ||||
2025-07-25 | 13F | 航点财富顾问 | 1,400 | 286 | ||||||
2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 2,658 | 6.32 | 544 | 27.46 | ||||
2025-07-09 | 13F | 米拉多资本合伙公司 | 42,509 | 8.69 | 8,699 | 30.35 | ||||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 4,692 | 6.56 | 947 | 40.98 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 676 | 218.87 | 115 | 202.63 | ||||
2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 2,354 | 14.38 | 482 | 37.04 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 466,496 | 2.11 | 94,148 | 20.77 | ||||
2025-07-18 | 13F | 信托金融公司 | Call | 2,500 | 512 | |||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 7,162 | 5.23 | 1,402 | 10.66 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 2,183 | 3.95 | 447 | 24.58 | ||||
2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 31,517 | 6,450 | ||||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 17,089 | 12.59 | 3,497 | 35.07 | ||||
2025-07-31 | 13F | BIP 财富有限责任公司 | 3,133 | 11.89 | 641 | 34.38 | ||||
2025-06-26 | NP | 克拉夫全球机会基金 | 21,100 | 57.46 | 3,944 | 59.61 | ||||
2025-06-25 | NP | FXL - 第一信托科技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 | 68,268 | 33.64 | 12,761 | 35.45 | ||||
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 | 325 | 23.57 | 61 | 25.00 | ||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Put | 3,500 | 16.67 | 716 | 40.12 | |||
2025-08-14 | 13F | 布拉格金融顾问公司 | 20,129 | 144.49 | 4,119 | 193.38 | ||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Call | 7,500 | 1,535 | |||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 54,392 | 23.84 | 11,131 | 48.53 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 743,245 | 91.97 | 152 | 130.30 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 12,200 | 12.13 | 2,487 | 32.57 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 279,390 | 4.44 | 57,029 | 24.83 | ||||
2025-08-14 | 13F | 交联资本公司 | 140,121 | 1.09 | 28,674 | 21.23 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 300,049 | 2.26 | 61,402 | 22.63 | ||||
2025-08-06 | 13F | 荷兰集团 | 11,777 | 2,410 | ||||||
2025-08-11 | 13F | 沃杜州银行 | 48,700 | 1.54 | 10 | 12.50 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 930 | 190 | ||||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,397 | 5.78 | 491 | 26.94 | ||||
2025-07-11 | 13F | 卢茨和格林利集团公司 | 1,289 | 0.39 | 264 | 20.09 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 21,440,082 | 2.53 | 4,387,498 | 22.95 | ||||
2025-07-11 | 13F | 国会公园资本有限责任公司 | 4,344 | 0.58 | 889 | 20.62 | ||||
2025-08-14 | 13F | Sphera基金管理有限公司 | 13,114 | 2,684 | ||||||
2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,030,122 | 0.16 | 1,643,284 | 20.11 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 553,330 | 4.66 | 113,233 | 25.51 | ||||
2025-07-08 | 13F | 遗产私人信托公司 | 17,683 | 9.13 | 3,619 | 30.90 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 1,135 | 5.78 | 232 | 26.78 | ||||
2025-07-10 | 13F | 巴德尔银行 | 13,240 | 112.86 | 2,709 | 155.33 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 317 | 101.91 | 65 | 146.15 | ||||
2025-07-29 | NP | INYDX - 胜利先锋纪律增长基金Y类 | 253,446 | 67.12 | 48,768 | 68.87 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 50,499 | 0.30 | 10,334 | 20.29 | ||||
2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 2,041 | 4.88 | 418 | 25.60 | ||||
2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 24,327 | 11.58 | 4,681 | 12.77 | ||||
2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 48,264 | 434.78 | 9,022 | 300.04 | ||||
2025-07-28 | 13F | 高山森林资本投资者有限公司 | 28,317 | 0.24 | 5,795 | 20.21 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1,201 | 246 | ||||||
2025-07-22 | 13F | 格莱姆斯公司 | 1,817 | 38.70 | 372 | 66.37 | ||||
2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 17,502 | 0.57 | 3,582 | 20.61 | ||||
2025-07-15 | 13F | 赫布斯特集团有限公司 | 19,337 | 1.77 | 3,957 | 22.05 | ||||
2025-03-31 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 812 | 16.00 | 150 | -34.36 | ||||
2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 16 | 60.00 | 3 | 200.00 | ||||
2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 10,044 | 13.39 | 2,055 | 36.00 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 456 | 15.44 | 93 | 38.81 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 167,724 | 0.19 | 34,323 | 20.16 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 284,065 | 12.06 | 58,131 | 34.39 | ||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 3,831 | 18.72 | 654 | 11.24 | ||||
2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 2,717 | 66.28 | 556 | 100.00 | ||||
2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 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 | 146,582 | 9.43 | 29,997 | 31.24 | ||||
2025-07-02 | 13F | Lvm资本管理有限公司/mi | 47,526 | 1.03 | 10 | 12.50 | ||||
2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 1,020 | 209 | ||||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 87,010 | 55.62 | 17,806 | 86.64 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 3,112 | 8.24 | 637 | 29.80 | ||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 3,294 | 58.37 | 634 | 59.85 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 3,000 | 66.67 | 610 | 101.32 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 125,200 | 20.27 | 25,621 | 44.23 | |||
2025-08-13 | 13F | 法国集团 | 207,554 | 3.64 | 42,980 | 21.28 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 39,000 | 46.62 | 7,981 | 75.81 | |||
2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 3,400 | 696 | |||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 1,800 | 368 | |||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 59,800 | 0.53 | 11,507 | 1.58 | ||||
2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 130 | 25 | ||||||
2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 259,450 | 32.99 | 49,923 | 34.38 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,530 | 12.42 | 313 | 34.91 | ||||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 5,772 | 2.63 | 1,111 | 3.74 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 52,756 | 4.98 | 10,151 | 6.08 | ||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 2,291 | 25.53 | 469 | 50.48 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 3,010 | 64.12 | 615 | 97.12 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 16,740 | 3.44 | 3,426 | 24.05 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 1,741 | 28.96 | 356 | 54.78 | ||||
2025-07-11 | 13F | 多元化信托公司 | 17,052 | 4.45 | 3,490 | 25.28 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | Call | 9,000 | 109 | |||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 17,491 | 365.43 | 3,579 | 458.35 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 74,453 | 7.72 | 15,236 | 29.18 | ||||
2025-08-08 | 13F | 复兴银行 | 5,912 | 89.73 | 1,210 | 127.68 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 42,183 | 1.07 | 8,632 | 21.22 | ||||
2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 1,377 | 4.32 | 282 | 24.89 | ||||
2025-08-12 | 13F | DCF顾问有限责任公司 | 1,050 | 215 | ||||||
2025-08-11 | 13F | 麦克多诺资本管理公司 | 3,801 | 6.98 | 778 | 28.22 | ||||
2025-07-11 | 13F | 国际私人财富顾问有限公司 | 2,262 | 92.84 | 463 | 131.00 | ||||
2025-07-25 | 13F | 理查森金融服务公司 | 2,683 | 2.48 | 530 | 18.61 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 356,447 | 4.06 | 66,631 | 5.47 | ||||
2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 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 | 18,810 | 0.44 | 3,849 | 20.47 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 1,217 | 249 | ||||||
2025-08-07 | 13F | 罗斯莫尔私人资本 | 15,920 | 0.03 | 3,258 | 19.96 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 20,879 | 28.77 | 4,273 | 54.45 | ||||
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 | 1,996 | 23.13 | 373 | 25.17 | ||||
2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 4,390 | 16.05 | 898 | 39.22 | ||||
2025-07-29 | NP | QQQM - 景顺纳斯达克 100 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 | 1,985,772 | 10.84 | 382,102 | 12.00 | ||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 1,335 | 273 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 4,695 | 49.81 | 961 | 79.78 | ||||
2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 425 | 37.10 | 79 | 38.60 | ||||
2025-08-26 | NP | PXLIX - PAX 大盘基金机构类别 | 114,880 | 2.88 | 23,509 | 23.38 | ||||
2025-07-30 | 13F | 廉洁顾问公司 | 1,583 | 324 | ||||||
2025-07-17 | 13F | 第一乡村银行 /CT/ | 10,242 | 6.33 | 2,096 | 27.51 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,023 | 286.04 | 209 | 364.44 | ||||
2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 11,807 | 10.06 | 2,416 | 32.02 | ||||
2025-08-28 | NP | Amplify ETF 信托 - Amplify 网络安全 ETF | 642,483 | 0.07 | 131,478 | 20.01 | ||||
2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 7,105 | 35.95 | 1,454 | 63.19 | ||||
2025-08-25 | NP | LRGE - ClearBridge 大盘成长 ESG ETF 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 | 58,595 | 1.97 | 11,991 | 22.28 | ||||
2025-07-16 | 13F | 伦道夫公司 | 82,686 | 0.15 | 16,921 | 20.11 | ||||
2025-07-25 | 13F | 法律优势投资有限公司 | 28,000 | 0.21 | 5,730 | 20.18 | ||||
2025-07-28 | 13F | IFG 顾问有限责任公司 | 6,688 | 82.78 | 1,369 | 119.23 | ||||
2025-07-09 | 13F | StrongBox 财富有限责任公司 | 3,795 | 15.03 | 777 | 38.08 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 828 | 10.70 | 169 | 33.07 | ||||
2025-07-30 | 13F | VCI 财富管理有限责任公司 | 6,158 | 8.76 | 1,260 | 30.43 | ||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 30,964 | 0.01 | 5,788 | 1.38 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 600 | 7.91 | 111 | -45.00 | ||||
2025-08-05 | 13F | 住友生命保险公司 | 51,287 | 37.50 | 10,495 | 64.91 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 14,373 | 3.47 | 2,941 | 24.09 | ||||
2025-04-28 | NP | FWD - AB 颠覆者 ETF | 14,947 | 143.36 | 2,846 | 19.53 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 11,557 | 1.75 | 2,160 | 3.15 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 10,706 | 29.16 | 2,191 | 54.88 | ||||
2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 4 | 100.00 | 1 | |||||
2025-08-11 | 13F | 经验金融有限责任公司 | 9,900 | 1.95 | 2,026 | 22.21 | ||||
2025-08-13 | 13F | 卡罗尔投资公司 | 57,838 | 0.62 | 11,822 | 20.43 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 4,360 | 12.26 | 892 | 20.70 | ||||
2025-08-04 | 13F | 财富 45 有限责任公司 | 2,526 | 5.29 | 517 | 26.16 | ||||
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 | 9,484 | 208.72 | 1,806 | 51.64 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 6,137 | 33.18 | 1,181 | 34.55 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 457,014 | 5.55 | 79,672 | 16.48 | ||||
2025-08-18 | NP | 太平洋精选基金 - 大盘成长投资组合 I 类 | 22,100 | 4,523 | ||||||
2025-07-15 | 13F | 主流资本管理有限公司 | 7,253 | 1.30 | 1,484 | 21.54 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 1,988 | 0.81 | 407 | 20.83 | ||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 7,112 | 128.98 | 1,455 | 174.53 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 484 | 99 | ||||||
2025-08-04 | 13F | 俄亥俄州 | 594,185 | 10.51 | 121,594 | 32.53 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 4,987 | 3.85 | 1,021 | 24.54 | ||||
2025-08-14 | 13F | 农林中金银行 | 57,947 | 6.94 | 11,858 | 28.25 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 53,632 | 5.99 | 10,975 | 27.11 | ||||
2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 66 | 10.00 | 14 | 30.00 | ||||
2025-07-02 | 13F | 雅各布斯公司/ca | 31,029 | 4.15 | 6 | 20.00 | ||||
2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 326 | 19.85 | 0 | -100.00 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 193,445 | 0.50 | 39,587 | 20.53 | ||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 59,384 | 3.96 | 11,101 | 5.37 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 351 | 4.78 | 72 | 24.56 | ||||
2025-07-21 | 13F | 巴雷特公司 | 1,842 | 64.17 | 377 | 96.86 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 45 | 7.14 | 8 | 14.29 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 180,000 | 0.22 | 36,835 | 20.20 | ||||
2025-08-14 | 13F | 阿德斯利咨询合作伙伴有限公司 | 19,500 | 3,990 | ||||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 548,676 | 4.90 | 112 | 25.84 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 2,004,200 | 8.29 | 410,139 | 29.87 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 1,253 | 256 | ||||||
2025-08-15 | 13F | 普威创新财富顾问有限公司 | 6,419 | 183.15 | 1,314 | 240.16 | ||||
2025-07-10 | 13F | 财务管理网络公司 | 5,126 | 2.44 | 1,035 | 35.70 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,476,638 | 1.23 | 916,099 | 21.41 | ||||
2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 382 | 10.72 | 71 | 12.70 | ||||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 2,682 | 0.15 | 466 | 1.97 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 17,179 | 2.79 | 1,308 | 24.00 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 2,542 | 2.96 | 493 | 6.96 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 3,869 | 8.13 | 792 | 29.67 | ||||
2025-06-24 | NP | 路博迈下一代连接基金公司 | 95,125 | 40.80 | 17,782 | 42.72 | ||||
2025-07-25 | 13F | 亚格财富策略有限公司 | 1,247 | 255 | ||||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 678 | 139 | ||||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 260 | 53 | ||||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 141,168 | 0.36 | 27,164 | 1.40 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 57,148 | 11,695 | ||||||
2025-03-27 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 18,100 | 123.87 | 3,338 | 22.00 | ||||
2025-07-29 | 13F | 地区金融公司 | 15,539 | 0.28 | 3,180 | 20.23 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 61 | 12 | ||||||
2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 7,926 | 0.06 | 1,622 | 19.99 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 989 | 312.08 | 202 | 405.00 | ||||
2025-08-13 | 13F | Qtron 投资有限责任公司 | 10,250 | 13.57 | 2,098 | 36.17 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,018 | 208 | ||||||
2025-08-08 | 13F | 第一西部信托银行 | 1,009 | 206 | ||||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 28,062 | 3.18 | 5,246 | 4.59 | ||||
2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 2,265 | 464 | ||||||
2025-07-14 | 13F | 马里兰资本顾问公司 | 304 | 62 | ||||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 432 | 8.27 | 83 | 10.67 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 6,806 | 62.09 | 1,397 | 94.97 | ||||
2025-08-08 | 13F | 咨询资源组 | 6,561 | 1.86 | 1,343 | 22.11 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 2,081 | 426 | ||||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 15,178 | 12.49 | 3,106 | 34.88 | ||||
2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 3,196 | 11.20 | 654 | 33.47 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 72,711 | 3.53 | 14,880 | 24.16 | ||||
2025-07-18 | 13F | 库珀金融集团 | 2,669 | 27.10 | 546 | 52.51 | ||||
2025-07-09 | 13F | 克拉鲁斯财富顾问 | 6,773 | 21.97 | 1,382 | 43.85 | ||||
2025-04-28 | NP | BFOR - 巴伦 400 ETF | 2,085 | 97.63 | 397 | -2.93 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 46,825 | 8.62 | 9,010 | 9.76 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 79 | 31.67 | 16 | 60.00 | ||||
2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 4,447 | 0.34 | 910 | 20.37 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 12,111 | 13.00 | 2,478 | 35.56 | ||||
2025-08-19 | NP | DAVPX - 达文波特核心基金 | 105,982 | 3.04 | 21,688 | 23.57 | ||||
2025-08-08 | 13F | 橡树丰收投资服务 | 12,690 | 2,597 | ||||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 278,773 | 3.38 | 57,048 | 23.98 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 1,109,600 | 16.96 | 227,069 | 40.26 | |||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 372,600 | 14.01 | 76,249 | 36.73 | |||
2025-07-22 | 13F | 杰默资产管理有限公司 | 1,233 | 2.92 | 252 | 23.53 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 11,527 | 0.81 | 2,359 | 20.86 | ||||
2025-08-12 | 13F | 泛微咨询集团 | 1,175 | 240 | ||||||
2025-07-25 | 13F | M3 咨询集团有限责任公司 | 1,774 | 0.85 | 363 | 21.00 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,917 | 29.13 | 597 | 54.81 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 48,828 | 29.50 | 10 | 28.57 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 1,526 | 44.51 | 312 | 73.33 | ||||
2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 10,314 | 3.29 | 2,111 | 23.90 | ||||
2025-07-16 | 13F | RWM 资产管理有限公司 | 2,007 | 411 | ||||||
2025-08-08 | 13F | IMA 财富公司 | 4 | 1 | ||||||
2025-07-16 | 13F | TCI 财富顾问公司 | 1,661 | 340 | ||||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 523,751 | 2.20 | 107,180 | 22.57 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 800,131 | 6.00 | 153,961 | 7.11 | ||||
2025-07-14 | 13F | 扎根财富顾问公司 | 1,117 | 209 | ||||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 1,005,840 | 1.75 | 205,835 | 22.02 | ||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 14,181 | 28.18 | 2,902 | 53.74 | ||||
2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 1,135 | 232 | ||||||
2025-07-22 | 13F | MBL 财富有限责任公司 | 1,863 | 18.51 | 381 | 42.16 | ||||
2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 72 | 9.09 | 13 | 8.33 | ||||
2025-08-14 | 13F | 高盛集团公司 | 5,700,432 | 23.42 | 1,166,536 | 48.01 | ||||
2025-07-15 | 13F | 退休收入解决方案公司 | 1,092 | 223 | ||||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 150 | 31 | ||||||
2025-07-23 | 13F | 马里兰州退休金系统 | 31,927 | 5.53 | 6,534 | 26.56 | ||||
2025-08-27 | NP | BCAMX - Boston Common ESG 影响美国股票基金 Boston Common ESG 影响美国股票 | 4,950 | 29.99 | 1,013 | 55.93 | ||||
2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 3,403 | 23.84 | 1 | |||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 6,668 | 191.05 | 1 | |||||
2025-07-22 | 13F | 全球资产咨询有限责任公司 | 3,091 | 611 | ||||||
2025-08-05 | 13F | 德克萨斯银行与信托公司 | 5,511 | 5.51 | 1,128 | 26.49 | ||||
2025-08-27 | NP | TOGA - Tremblant 全球 ETF | 17,386 | 2.73 | 3,558 | 23.21 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 269,182 | 1.33 | 55,085 | 21.51 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 4,923 | 14.41 | 1,007 | 37.19 | ||||
2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 12,117 | 1.41 | 2,480 | 21.64 | ||||
2025-06-26 | NP | USAAX - 成长基金股票 | 67,450 | 10.79 | 12,608 | 12.29 | ||||
2025-07-09 | 13F | GSG 顾问有限责任公司 | 12,485 | 0.28 | 2,555 | 18.57 | ||||
2025-07-15 | 13F | 统一投资管理 | 5,988 | 0.54 | 1,225 | 20.57 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 43,361 | 4.40 | 8,872 | 25.19 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 40,825 | 13.70 | 8,354 | 36.37 | ||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 2,432 | 5.28 | 498 | 26.14 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,630,900 | 33.94 | 333,747 | 60.63 | |||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 194,094 | 0.26 | 39,719 | 20.24 | ||||
2025-07-29 | 13F | 纬度顾问有限责任公司 | 1,243 | 0.65 | 254 | 20.95 | ||||
2025-08-01 | 13F | 整体投资顾问公司 | 12,388 | 6.31 | 2,535 | 27.52 | ||||
2025-07-08 | 13F | 小房子资本有限公司 | 6,889 | 4.70 | 1,410 | 25.58 | ||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 52,361 | 44.11 | 10,715 | 72.82 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 1,501 | 4.16 | 307 | 25.31 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 292,500 | 1.81 | 59,857 | 22.10 | |||
2025-08-14 | 13F | 美国银行 /de/ | 16,554,571 | 2.68 | 3,387,727 | 23.14 | ||||
2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 3,404 | 129.23 | 697 | 175.10 | ||||
2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 11,083 | 35.39 | 2,268 | 62.46 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 1,533,292 | 80.76 | 313,773 | 116.78 | ||||
2025-08-08 | 13F | 融合资本有限责任公司 | 1,192 | 244 | ||||||
2025-07-17 | 13F | 柳溪财富管理公司 | 1,067 | 218 | ||||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 12,015 | 12.62 | 2,459 | 35.05 | ||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 66,301 | 52.69 | 14 | 85.71 | ||||
2025-08-06 | 13F | 遗产财富管理有限公司/ID | 79 | 3.95 | 16 | 33.33 | ||||
2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 151,744 | 24.06 | 28,366 | 25.75 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 115,152 | 7.21 | 23,565 | 28.57 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | Put | 30,000 | 7 | |||||
2025-07-15 | 13F | 诺登集团有限公司 | 8,208 | 21.62 | 1,680 | 45.87 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 160,797 | 1.13 | 30,058 | 2.50 | ||||
2025-07-22 | 13F | 普利茅斯信托有限公司 | 12,176 | 14.17 | 2,492 | 36.94 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 26,029 | 0.30 | 5,327 | 20.28 | ||||
2025-04-22 | 13F | 沈氏金融集团 | 3,777 | 6.57 | 645 | 0.00 | ||||
2025-08-11 | 13F | Mach-1 金融集团有限公司 | 8,770 | 23.73 | 1,795 | 48.39 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 34 | 7 | ||||||
2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 1,022 | 4.61 | 209 | 25.90 | ||||
2025-07-31 | 13F | 城邦银行 | 54 | 12.50 | 11 | 37.50 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 2,257 | 2.82 | 462 | 23.26 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 471,467 | 1.67 | 93,130 | 17.31 | ||||
2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 69,414 | 0.47 | 14,205 | 20.49 | ||||
2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 415 | 20.99 | 78 | 22.22 | ||||
2025-06-26 | NP | DFUSX - 美国大型公司投资组合 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 | 162,219 | 0.24 | 30,324 | 1.60 | ||||
2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 11,482 | 1.92 | 2,350 | 22.22 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,372 | 4.59 | 443 | 5.98 | ||||
2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 43,460 | 0.18 | 8,894 | 20.14 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 7,807 | 5.69 | 1,598 | 26.75 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 67,138 | 1.20 | 13,739 | 21.37 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 55 | 11 | ||||||
2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 1,060 | 217 | ||||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,828,499 | 125.58 | 374,184 | 170.53 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 34,668 | 5.20 | 5,916 | -1.35 | ||||
2025-08-14 | 13F | 信托信托公司 | 96,905 | 1.61 | 19,831 | 21.86 | ||||
2025-08-28 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 3,808 | 192.70 | 779 | 250.90 | ||||
2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 7,062,201 | 0.85 | 1,445,209 | 20.94 | ||||
2025-07-15 | 13F | Am投资策略有限公司 | 1,297 | 0 | ||||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,153 | 54.97 | 236 | 86.51 | ||||
2025-07-24 | 13F | 格林伍德吉尔哈特公司 | 52,688 | 1,934.29 | 10,782 | 2,344.90 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 15,087 | 10.29 | 3,087 | 32.26 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 200.00 | 1 | |||||
2025-08-11 | 13F | 思维财富管理有限责任公司 | 2,100 | 0.48 | 430 | 20.51 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 28,353 | 1.55 | 5,802 | 21.79 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 1,343,724 | 28.75 | 274,980 | 54.40 | ||||
2025-08-13 | 13F | 波士顿家族办公室有限公司 | 110,509 | 3.61 | 23 | 22.22 | ||||
2025-08-14 | 13F | 隆奥资产管理(欧洲)有限公司 | 39,098 | 157.60 | 8,001 | 209.04 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 147,800 | 16.84 | 30,246 | 40.12 | |||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 10,477 | 19.10 | 2,144 | 42.84 | ||||
2025-07-14 | 13F | 库欣资产管理公司 | 30,000 | 15.38 | 6,139 | 38.39 | ||||
2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 12,932 | 2.33 | 2,646 | 22.73 | ||||
2025-08-05 | 13F | 长弓金融公司 | 47,781 | 91.70 | 9,778 | 129.88 | ||||
2025-08-11 | 13F | 艾睿金融公司 | 10,642 | 6.31 | 2,178 | 27.46 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 358,151 | 13.97 | 73 | 37.74 | ||||
2025-07-09 | 13F | 捷克国家银行 | 161,840 | 6.42 | 33,119 | 27.63 | ||||
2025-08-13 | 13F | 克利尔街有限责任公司 | 8,093 | 1,656 | ||||||
2025-07-29 | NP | FFND - 未来基金主动型 ETF | 3,443 | 513.73 | 663 | 205.07 | ||||
2025-04-30 | 13F | 索福斯投资公司 | 6 | 100.00 | 1 | |||||
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 | 1,467,853 | 1.93 | 274,386 | 3.32 | ||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 170,958 | 0.15 | 34,985 | 20.10 | ||||
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 | 890,949 | 4.60 | 182,324 | 25.44 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 265 | 112.00 | 50 | 16.67 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | 5,189 | 32.07 | 998 | 33.42 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 7,271 | 47.54 | 1,359 | 49.67 | ||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 3,818 | 28.68 | 781 | 54.35 | ||||
2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 5,850 | 6.36 | 1,126 | 7.45 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 28,433 | 0.40 | 5,819 | 20.41 | ||||
2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 9,517 | 1,779 | ||||||
2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 19,747 | 38.00 | 4,041 | 65.55 | ||||
2025-07-15 | 13F | 科维亚金融 | 156,335 | 31,992 | ||||||
2025-08-06 | 13F | 新千年集团有限责任公司 | 8,850 | 1,144.73 | 1,811 | 1,396.69 | ||||
2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 49,275 | 153.24 | 10,081 | 198.93 | ||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 22,565 | 44.19 | 5 | 100.00 | ||||
2025-08-13 | 13F | 阿蒙迪 | 2,823,869 | 6.16 | 556,217 | 26.60 | ||||
2025-07-30 | 13F | Wbh 咨询公司 | 1,152 | 236 | ||||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 10,578 | 18.97 | 2,165 | 42.65 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 2,572 | 96.04 | 526 | 135.87 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 7,417 | 1,386 | ||||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 1,067 | 218 | ||||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 21,205 | 5.35 | 4,339 | 26.35 | ||||
2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 84,534 | 2.57 | 17,299 | 23.01 | ||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,395 | 55.00 | 261 | 57.58 | ||||
2025-08-07 | 13F | 灰石金融集团有限责任公司 | 9,789 | 1.31 | 2,003 | 21.54 | ||||
2025-04-25 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,603 | 125.36 | 3,352 | 10.66 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 267,927 | 0.67 | 54,829 | 20.72 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 14,564 | 18.81 | 2,980 | 42.52 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 20,519 | 28.08 | 4,199 | 53.64 | ||||
2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 12,657 | 2.40 | 2,590 | 22.75 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 32,757 | 20.05 | 6,703 | 44.00 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 4,706 | 94.54 | 963 | 133.74 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 425,853 | 4.30 | 87,147 | 25.08 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 4,832 | 47.81 | 989 | 77.38 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 20,960 | 5.95 | 4,204 | 23.00 | ||||
2025-07-22 | 13F | 广发基金管理有限公司 | 142,342 | 0.84 | 29,129 | 20.93 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 152,719 | 0.97 | 31,252 | 21.09 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 168,486 | 2.55 | 34,479 | 22.99 | ||||
2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 3,551 | 2.51 | 727 | 22.84 | ||||
2025-08-26 | NP | AB VARIABLE Products SERIES FUND, INC. - AB 全球主题增长投资组合 A 类 | 16,173 | 40.60 | 3,310 | 68.65 | ||||
2025-07-09 | 13F | 西北及道德投资有限公司 | Call | 12 | 13 | |||||
2025-07-11 | 13F | 平博银行公司 | 2,427 | 7.87 | 497 | 29.50 | ||||
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 | 12,242 | 1.75 | 2,288 | 3.16 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 124,048 | 3.19 | 25,385 | 23.75 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 技术组合 IB 级 | 29,610 | 6,059 | ||||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 118 | 22 | ||||||
2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 112,800 | 0.36 | 23,083 | 20.36 | ||||
2025-08-12 | 13F | 南方平原金融公司 | 4,773 | 6.11 | 977 | 27.25 | ||||
2025-08-15 | 13F | 乐观退休集团有限责任公司 | 1,643 | 9.75 | 336 | 31.76 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 5,613 | 1,149 | ||||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 31,036 | 677.84 | 6,351 | 833.97 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 2,503 | 3.77 | 512 | 24.57 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 47,123 | 1.74 | 9,643 | 22.02 | ||||
2025-09-10 | 13F | WT财富管理 | 1,100 | 225 | ||||||
2025-04-28 | NP | PTL-Inspire 500 ETF | 13,046 | 124.08 | 2,484 | 10.06 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 427 | 6.48 | 0 | |||||
2025-08-29 | NP | STRV - Strive 500 ETF | 11,184 | 5.55 | 2,289 | 26.55 | ||||
2025-07-08 | 13F | 战略倡导者有限责任公司 | 13,302 | 6.01 | 2,722 | 27.14 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 9,543 | 8.27 | 1,953 | 29.79 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 97,332 | 8.54 | 19,924 | 28.58 | ||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 41,618 | 1.82 | 8,517 | 22.11 | ||||
2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 10,059 | 11.15 | 1,716 | 4.25 | ||||
2025-05-14 | 13F/A | 车床资本有限公司 | Put | 10,000 | 3,390 | |||||
2025-05-14 | 13F/A | 车床资本有限公司 | 330 | 112 | ||||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 434 | 12.14 | 81 | 14.08 | ||||
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 | 65,159 | 37.91 | 13,334 | 65.39 | ||||
2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 92,371 | 4.48 | 18,903 | 25.29 | ||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 164,836 | 2.59 | 33,732 | 23.04 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 84,539 | 14,605 | ||||||
2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 1,606 | 329 | ||||||
2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 17,890 | 0.01 | 3,661 | 19.95 | ||||
2025-08-15 | NP | LCAP——本金增值精选ETF | 2,118 | 119.25 | 433 | 164.02 | ||||
2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 4,993 | 6.44 | 1,022 | 27.63 | ||||
2025-05-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 7,400 | 1,113.11 | 1,263 | 506.73 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 32,441 | 27.84 | 6,639 | 53.30 | ||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 9,459 | 31.59 | 1,936 | 57.83 | ||||
2025-07-24 | 13F | PDS 规划公司 | 3,226 | 3.83 | 660 | 24.53 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 8,142 | 5.09 | 1,389 | -1.42 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 10,115 | 9.47 | 1,946 | 10.63 | ||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 1,732 | 354 | ||||||
2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 31,076 | 103.34 | 6,359 | 21.75 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 4,800 | 982 | |||||
2025-07-22 | 13F | 爱荷华州立银行 | 22,025 | 0.32 | 4,507 | 20.32 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 271,053 | 10.32 | 55,468 | 32.30 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 875,010 | 2.95 | 179,062 | 23.46 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 92,659 | 25.28 | 17,829 | 26.59 | ||||
2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 14,308 | 2,870 | ||||||
2025-07-21 | 13F | TFG 顾问有限责任公司 | 4,668 | 1.15 | 955 | 21.35 | ||||
2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 79 | 3.95 | 16 | 14.29 | ||||
2025-08-15 | 13F | 梅泰克全球投资有限责任公司 | 201,379 | 3.75 | 40,009 | 20.79 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 416,472 | 3.86 | 80,138 | 4.94 | ||||
2025-08-13 | 13F | 林基投资 | 2,060 | 1.48 | 422 | 21.68 | ||||
2025-07-23 | NP | PSWD - Xtrackers 网络安全精选股票 ETF | 1,805 | 6.43 | 347 | 7.76 | ||||
2025-08-12 | 13F | 实谈资本有限责任公司 | 8,918 | 0.67 | 1,825 | 20.71 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 13,062 | 2,673 | ||||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 1,400 | 7.69 | 286 | 29.41 | |||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 5,587 | 26.72 | 1,143 | 51.99 | ||||
2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 94,876 | 1,140.21 | 19,415 | 1,387.74 | ||||
2025-08-06 | 13F | 西蒙斯银行 | 16,972 | 3,473 | ||||||
2025-08-13 | 13F | 第1832章 | 377,287 | 4,777.66 | 77,208 | 5,753.53 | ||||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 6,172 | 1.56 | 1,263 | 23.58 | ||||
2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 32,335 | 5.64 | 6,617 | 26.69 | ||||
2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 309,293 | 0.02 | 63,294 | 19.95 | ||||
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 | 198,466 | 1.59 | 37,099 | 2.97 | ||||
2025-07-18 | 13F | 布尔金资本管理有限公司 | 18,402 | 3,766 | ||||||
2025-08-05 | 13F | iA全球资产管理公司 | 73,848 | 1.33 | 15 | 25.00 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 242,851 | 9.29 | 49,697 | 31.07 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 25,468 | 21.77 | 5,212 | 46.05 | ||||
2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 4,779 | 7.37 | 817 | -1.57 | ||||
2025-06-20 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 772 | 13.70 | 144 | 15.20 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 614,925 | 46.76 | 125,838 | 76.00 | ||||
2025-05-28 | NP | 贝莱德科技信托 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 | 46,091 | 3.17 | 7,865 | -3.25 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,936 | 4.63 | 805 | 25.59 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 3,141 | 12.30 | 604 | 28.51 | ||||
2025-07-23 | 13F | 伍德信托金融公司 | 990 | 0 | ||||||
2025-07-31 | 13F | 忠利投资基金公司 | 18,200 | 5.81 | 3,724 | 26.88 | ||||
2025-08-06 | 13F | NVWM有限公司 | 19,946 | 14.23 | 4,082 | 36.99 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 100 | 17 | ||||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 2,300 | 283.33 | 392 | 259.63 | |||
2025-08-08 | 13F | 公民金融集团公司/ri | 39,914 | 92.81 | 8,168 | 131.26 | ||||
2025-08-07 | 13F | 指导资本公司 | 5,468 | 0.92 | 945 | -6.99 | ||||
2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 465 | 66.07 | 86 | -5.56 | ||||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 12,234 | 29.38 | 2,504 | 55.18 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 34,581 | 10.33 | 7,077 | 32.31 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 73,669 | 7.67 | 15,076 | 29.12 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 2,389 | 33.17 | 489 | 59.48 | ||||
2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 13,795 | 5.02 | 2,823 | 25.97 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 5,100 | 1,044 | ||||||
2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 33,139 | 0.52 | 6,377 | 1.58 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 45,755 | 9,363 | ||||||
2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 5,422 | 1.67 | 1,043 | 2.76 | ||||
2025-08-26 | NP | JTEK - 摩根大通美国科技领袖ETF | 123,434 | 22.59 | 25,260 | 47.02 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 3,152 | 0.32 | 645 | 20.34 | ||||
2025-07-07 | 13F | OMNI 360 财富公司 | 1,602 | 23.42 | 328 | 47.96 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 33,584 | 6,462 | ||||||
2025-07-18 | 13F | 维吉拉尔财富管理 | 5,455 | 163.40 | 1,116 | 216.15 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 2,795 | 15.35 | 572 | 38.26 | ||||
2025-08-11 | 13F | 多尔西赖特事务所 | 20,266 | 6.66 | 4,147 | 27.91 | ||||
2025-08-07 | 13F | 野山羊财富顾问 | 65,799 | 0.68 | 13,465 | 20.75 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 199,152 | 40,754 | ||||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 3,112 | 4.85 | 582 | 6.22 | ||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 39,310 | 70.13 | 8,033 | 103.78 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 130 | 22 | ||||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 3,534 | 114.18 | 652 | 9.60 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 9,736 | 0.20 | 1,992 | 20.14 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 1,660,275 | 9.01 | 339,759 | 31.07 | ||||
2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 400,880 | 10.77 | 74,936 | 12.28 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 5,793 | 3.45 | 1,185 | 24.08 | ||||
2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 836 | 51.72 | 161 | 53.85 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 1,809 | 370 | ||||||
2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 12,684 | 0.14 | 2,596 | 20.08 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通美国科技领袖基金 Y 级 | 1,282 | 3.64 | 262 | 24.17 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 21,939 | 8.10 | 4,490 | 29.63 | ||||
2025-08-08 | 13F | 创意策划 | Call | 100 | 2 | |||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 2,370 | 30.72 | 443 | 32.63 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 5,154 | 38.92 | 1,055 | 66.51 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 12,953 | 38.36 | 2,651 | 65.94 | ||||
2025-07-23 | 13F | Cornerstone Enterprises, Llc | 16,472 | 27.88 | 3,371 | 53.32 | ||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 1,517 | 310 | ||||||
2025-08-28 | NP | IGV - iShares 扩展科技软件板块 ETF | 2,508,095 | 0.81 | 513,257 | 20.90 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 1,521,303 | 0.07 | 311,319 | 20.00 | ||||
2025-07-22 | 13F | Apexium 金融有限公司 | 2,228 | 3.01 | 456 | 23.31 | ||||
2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 20,596 | 6.31 | 4,215 | 27.47 | ||||
2025-07-31 | 13F | 布里奥财务规划公司 | 140 | 0 | ||||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 6,603 | 33.53 | 1,351 | 60.26 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 1,100 | 37.50 | 188 | 28.97 | |||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 87,893 | 12.67 | 17,986 | 35.12 | ||||
2025-06-27 | NP | TEC - 港口转型技术 ETF | 260 | 49 | ||||||
2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 6,509 | 36.14 | 1,252 | 37.58 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 3,615 | 13.32 | 740 | 35.85 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 5,689 | 0.19 | 1,095 | 1.20 | ||||
2025-07-18 | 13F | 自由资本管理公司 | 17,994 | 24.13 | 3,682 | 48.89 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 130,809 | 64.34 | 26,769 | 97.08 | ||||
2025-07-29 | 13F | 诺瓦资本管理有限公司 | 5,705 | 0.62 | 1,167 | 20.68 | ||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 2,175 | 234.62 | 445 | 304.55 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 4,100 | 192.86 | 839 | 252.52 | |||
2025-07-07 | 13F | 圣克莱尔顾问有限责任公司 | 15,800 | 0.32 | 3,233 | 20.32 | ||||
2025-08-04 | 13F | 现场和主要银行 | 18,050 | 1.86 | 3,694 | 22.16 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 2,021,139 | 12.11 | 413,606 | 34.45 | ||||
2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 1,197 | 245 | ||||||
2025-08-14 | 13F | 道富银行 | 29,230,992 | 0.88 | 5,981,830 | 20.99 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 173,830 | 0.31 | 35,573 | 20.30 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 1,686 | 27.15 | 345 | 52.65 | ||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 163,101 | 35.59 | 30,488 | 37.44 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 221,480 | 0.73 | 45,324 | 20.80 | ||||
2025-08-12 | 13F | 鲍文汉斯公司 | 507,926 | 0.18 | 103,942 | 20.14 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 18,794,774 | 2.16 | 3,846,163 | 22.51 | ||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 6,368 | 421.54 | 1,225 | 428.02 | ||||
2025-07-30 | NP | ARSKX - 阿切尔股票基金 | 1,400 | 269 | ||||||
2025-08-05 | 13F | 机械资本公司 | 10,137 | 2,074 | ||||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 2,266 | 4.52 | 464 | 25.47 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 33,076 | 4.64 | 6,769 | 25.50 | ||||
2025-08-12 | 13F | Oak Associates Ltd /哦/ | 4,419 | 904 | ||||||
2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 41,941 | 49.71 | 8,583 | 79.54 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 2,924 | 5.22 | 598 | 26.16 | ||||
2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,637 | 93.33 | 540 | 132.33 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 4,628 | 4.97 | 800 | 7.96 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 130,800 | 454.24 | 26,767 | 564.66 | |||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 101 | 6.32 | 21 | 25.00 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 12,445 | 16.09 | 2,395 | 17.30 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 22,924 | 12.79 | 4,411 | 13.98 | ||||
2025-08-14 | 13F | 第一曼哈顿公司 | 5,722 | 6.87 | 1,171 | 28.15 | ||||
2025-08-06 | 13F | 融合金融有限公司 | 4,737 | 31.77 | 969 | 58.08 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 352,000 | 11.09 | 72,033 | 33.23 | ||||
2025-07-10 | 13F | 天空投资集团有限责任公司 | 10,610 | 2.81 | 2,171 | 23.28 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 595,562 | 35.83 | 121,846 | 62.86 | ||||
2025-08-22 | NP | FDSVX - 富达增长发现基金 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 | 94,500 | 19,338 | ||||||
2025-06-27 | NP | THNQ - ROBO Global(R) 人工智能 ETF | 20,360 | 4.51 | 3,806 | 5.93 | ||||
2025-08-08 | 13F | 投资伙伴有限公司 | 1,770 | 7.73 | 362 | 29.29 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 9,635 | 26.61 | 1,972 | 51.85 | ||||
2025-08-13 | 13F | Flow Traders 美国有限公司 | 6,271 | 1 | ||||||
2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 109,395 | 74.48 | 22,387 | 109.25 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 391,994 | 2.86 | 80,218 | 23.36 | ||||
2025-08-11 | 13F | 塞拉资本有限责任公司 | 3,830 | 0.42 | 1 | |||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 2,767 | 6.10 | 566 | 27.19 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 8,538 | 22.81 | 1,747 | 47.30 | ||||
2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 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 | 98 | 36.11 | 18 | 38.46 | ||||
2025-08-13 | 13F | 三井住友金融集团 | Call | 450 | 10 | |||||
2025-08-14 | 13F | 马林银行 | 3,154 | 6.34 | 645 | 27.47 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 59,831 | 7.03 | 12,244 | 28.36 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 17,903 | 2.52 | 3,664 | 22.96 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 11,713 | 2,397 | ||||||
2025-08-29 | 13F | 半人马座金融公司 | 21,819 | 0.53 | 4 | 33.33 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 15,004 | 3,070 | ||||||
2025-08-14 | 13F | CIBC 世界市场公司 | 321,829 | 25.29 | 65,859 | 50.25 | ||||
2025-08-14 | 13F | 淡马锡控股(私人)有限公司 | 20,441 | 4,183 | ||||||
2025-07-31 | 13F | 李丹纳巴斯公司 | 13,844 | 4.73 | 2,833 | 25.63 | ||||
2025-08-01 | 13F | 火力资本管理有限公司 | 1,511 | 1.34 | 309 | 21.65 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 160,800 | 773.91 | 32,906 | 948.30 | |||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 184,713 | 341.51 | 37,800 | 429.47 | ||||
2025-07-22 | 13F/A | 德克萨斯州金斯顿资本合伙有限公司 | 1,116 | 228 | ||||||
2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 20,736 | 725.48 | 4,243 | 891.36 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 14,674 | 25.20 | 3,003 | 50.18 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 221,863 | 5.57 | 38,678 | 16.51 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 43,866 | 5.38 | 8,977 | 24.53 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 16,705 | 5.89 | 3,419 | 26.97 | ||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 63,688 | 3,826.51 | 13,033 | 4,622.10 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 7,107 | 12.72 | 1,454 | 35.26 | ||||
2025-08-08 | 13F | Lgt 资本合伙有限公司 | 122,800 | 25,130 | ||||||
2025-04-29 | NP | SGLC - SGI 美国大盘核心 ETF | 545 | 104 | ||||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 22,918 | 0.45 | 4,596 | 18.28 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 35,414 | 18.00 | 7,247 | 41.52 | ||||
2025-07-29 | 13F | 康芒斯资本有限公司 | 21,395 | 1.00 | 4,378 | 21.14 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 39,503 | 46.74 | 7,384 | 48.75 | ||||
2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 5,434 | 124.64 | 1,112 | 169.90 | ||||
2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 211,548 | 92.91 | 39,545 | 95.54 | ||||
2025-08-07 | 13F | 英杰华公司 | 494,740 | 7.96 | 101,244 | 29.47 | ||||
2025-08-05 | 13F | 科顿资本公司 | 2,011 | 412 | ||||||
2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 1,669 | 342 | ||||||
2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 5,577 | 333.00 | 1,141 | 421.00 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 93,374 | 3.78 | 19,108 | 24.47 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 1,411 | 110.28 | 264 | 113.82 | ||||
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 | 121,098 | 2.04 | 24,781 | 22.37 | ||||
2025-08-14 | 13F | 和谐资产管理有限公司 | 22,278 | 56.18 | 4,559 | 87.34 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 6,634 | 1.10 | 1,358 | 21.27 | ||||
2025-08-07 | 13F | Mirabaud资产管理有限公司 | 22,078 | 4,428 | ||||||
2025-07-15 | 13F | 第五第三银行 | 1,378,156 | 0.57 | 282,026 | 20.60 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 7,417,781 | 7.47 | 1,517,975 | 28.89 | ||||
2025-08-04 | 13F | 惠伦财富管理公司 | 4,250 | 88.30 | 870 | 125.71 | ||||
2025-07-15 | 13F | RVW 财富有限责任公司 | 1,000 | 205 | ||||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 169,325 | 1.20 | 34,651 | 21.36 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 25 | 78.57 | 5 | 150.00 | ||||
2025-07-22 | 13F | 资本顾问公司/ok | 256,105 | 5.10 | 52,409 | 26.04 | ||||
2025-07-24 | 13F | M1资本管理有限责任公司 | 1,354 | 9.28 | 277 | 31.28 | ||||
2025-08-01 | 13F | 华侨银行 | 18,023 | 28.62 | 3,652 | 50.10 | ||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 1,725 | 13.79 | 332 | 14.93 | ||||
2025-08-06 | 13F | 云资本管理有限责任公司 | 2,612 | 88.86 | 0 | |||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 2,255 | 461 | ||||||
2025-08-07 | 13F | 罗林斯财务顾问有限责任公司 | 1,126 | 230 | ||||||
2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 100 | 20 | |||||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 71,398 | 7.33 | 14,611 | 28.71 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 44,266 | 20.69 | 9,059 | 44.74 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 31,281 | 15.15 | 6,402 | 38.10 | ||||
2025-08-14 | 13F | 石点资本有限责任公司 | 335,007 | 2.20 | 68,556 | 22.57 | ||||
2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 4,991 | 1.46 | 933 | 2.76 | ||||
2025-08-14 | 13F | 三尾财富管理有限公司 | 4,242 | 722 | ||||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 2,142 | 34.04 | 438 | 61.03 | ||||
2025-07-18 | 13F | 综合投资组合审查公司 | 1,785 | 4.88 | 365 | 25.86 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 36,971 | 5.71 | 7,566 | 26.78 | ||||
2025-08-12 | 13F | Ci投资公司 | 184,951 | 74.48 | 38 | 105.56 | ||||
2025-07-22 | 13F | Ergawealth 顾问公司 | 986 | 202 | ||||||
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 | 34 | 6 | ||||||
2025-07-28 | 13F | 波士顿信托华登公司 | 2,111 | 432 | ||||||
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 | 888 | 4,573.68 | 166 | 5,400.00 | ||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 2,299 | 15.64 | 0 | |||||
2025-08-08 | 13F | 道明资本管理有限公司 | 156 | 1,014.29 | 32 | 1,450.00 | ||||
2025-07-23 | 13F | InTrack投资管理公司 | 28,646 | 13.21 | 5,862 | 35.79 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 17,077 | 25.34 | 3,495 | 50.34 | ||||
2025-07-29 | 13F | 马特森金融服务有限公司 | 15,379 | 5.42 | 3,147 | 26.44 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 28,783 | 0.07 | 5,890 | 20.01 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 130 | 6,400.00 | 27 | 4.00 | ||||
2025-07-31 | 13F | 联合社区银行 | 379 | 8.29 | 78 | 30.51 | ||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 1,276,796 | 6.87 | 261,284 | 28.17 | ||||
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 | 215,933 | 1.28 | 40,364 | 2.66 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 3,689 | 47.91 | 755 | 77.41 | ||||
2025-08-05 | 13F | 特雷杰·AP-丰登 | 417,731 | 30.38 | 85,484 | 56.35 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,682 | 2.37 | 344 | 22.86 | ||||
2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 7,275 | 2.21 | 1,479 | 19.77 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 982 | 2.19 | 201 | 22.70 | ||||
2025-07-17 | 13F | KG&L 资本管理有限公司 | 14,410 | 7.47 | 2,949 | 28.90 | ||||
2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 188,864 | 1.10 | 36,341 | 2.16 | ||||
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 | 40 | 17.65 | 7 | 16.67 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 13,319 | 0.66 | 2,726 | 20.74 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 12,630 | 2,585 | ||||||
2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,615 | 0.56 | 302 | 1.69 | ||||
2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 1,300 | 266 | ||||||
2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 241 | 36.93 | 49 | 63.33 | ||||
2025-08-12 | 13F | 北极星资产管理公司 | 6,802 | 65.82 | 1,392 | 99.00 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 328,824 | 117.77 | 67,291 | 161.17 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 177 | 36 | ||||||
2025-07-07 | 13F | 福克斯希尔财富管理 | 12,315 | 2.11 | 2,520 | 22.45 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 42,944 | 7.42 | 8,263 | 8.54 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 18,134 | 65.02 | 3,711 | 97.13 | ||||
2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 3,259 | 0.40 | 666 | 25.66 | ||||
2025-08-14 | 13F | 迈尔斯电力公司 | 40,931 | 35.57 | 8,376 | 62.61 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 428 | 24.78 | 73 | 17.74 | ||||
2025-07-25 | 13F | 全面清晰财富管理公司 | 1,061 | 217 | ||||||
2025-07-17 | 13F | 圣约资产管理有限责任公司 | 50,965 | 0.43 | 10,430 | 20.44 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 227,334 | 15.10 | 46,522 | 38.04 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 629,788 | 3.24 | 128,880 | 23.81 | ||||
2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 15,840 | 15.98 | 3,048 | 17.19 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,162 | 2.13 | 442 | 22.44 | ||||
2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 11,392 | 18.51 | 2,331 | 42.13 | ||||
2025-08-14 | 13F | LM 顾问有限责任公司 | 3,021 | 33.85 | 1 | |||||
2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 43,214 | 129.86 | 8,843 | 175.65 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 20,658 | 3.06 | 4,228 | 23.60 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 21,534 | 12.61 | 4,407 | 35.07 | ||||
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 | 27,700 | 2.97 | 5,330 | 4.06 | ||||
2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 1,663 | 0.54 | 340 | 20.57 | ||||
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 | 64,543 | 1.94 | 13,208 | 22.26 | ||||
2025-08-12 | 13F | 德国商业银行 | 388,895 | 2.74 | 80 | 23.44 | ||||
2025-08-08 | 13F | 联合资产策略公司 | 94,986 | 0.13 | 19,438 | 20.08 | ||||
2025-07-17 | 13F | LexAurum 顾问有限公司 | 1,044 | 214 | ||||||
2025-07-22 | 13F | 中吴投资集团有限公司 | 1,000 | 205 | ||||||
2025-07-09 | 13F | 智慧资本有限公司 | 130,945 | 0.02 | 26,797 | 19.94 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 11,764 | 11.97 | 2,407 | 34.32 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 819,592 | 0.12 | 168 | 20.14 | ||||
2025-08-19 | 13F | 怀俄明州 | 641 | 79.05 | 131 | 114.75 | ||||
2025-07-30 | NP | AIS - VistaShares 人工智能超级周期 ETF | 851 | 187.50 | 164 | 191.07 | ||||
2025-08-15 | 13F | 财富合作有限责任公司 | 42 | 16.67 | 9 | 33.33 | ||||
2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 1,846 | 6.58 | 378 | 27.80 | ||||
2025-07-22 | 13F | LGT基金管理有限公司 | 20,047 | 3.46 | 4,102 | 24.08 | ||||
2025-07-21 | 13F | 蒂利亚信托合伙公司 | 13,104 | 1.75 | 2,682 | 22.03 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 118,456 | 121.18 | 24,241 | 165.27 | ||||
2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 4,302 | 36.48 | 880 | 63.87 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 1,952,649 | 16.69 | 395,626 | 41.22 | ||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 4,398 | 6.00 | 900 | 27.30 | ||||
2025-07-24 | 13F | Invictus 私人财富有限公司 | 2,170 | 7.75 | 444 | 29.45 | ||||
2025-08-07 | 13F | 商业银行 | 300,964 | 522.03 | 61,589 | 645.99 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 113,885 | 12.53 | 23,305 | 34.94 | ||||
2025-07-25 | 13F | 联邦金融服务有限责任公司 | 1,738 | 2.72 | 356 | 23.26 | ||||
2025-07-31 | 13F | 资金存管及寄售 | 30,214 | 6,183 | ||||||
2025-07-07 | 13F | Nova财富管理有限公司 | 1,992 | 1.12 | 407 | 21.13 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 32,200 | 62.63 | 6,589 | 95.06 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 35,300 | 57.59 | 7,224 | 88.98 | |||
2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 3,941 | 806 | ||||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 921,908 | 37.58 | 188,659 | 50.04 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 44,382 | 17.94 | 9 | 50.00 | ||||
2025-08-05 | 13F | 奥克韦尔私人财富管理有限责任公司 | 995 | 204 | ||||||
2025-07-10 | 13F | 安德森霍格兰公司 | 16,469 | 0.19 | 3,370 | 34.42 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 15,450 | 2.49 | 3,141 | 16.38 | ||||
2025-07-18 | 13F | 福布斯律师事务所 | 37,301 | 0.26 | 7,633 | 20.24 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 9,888 | 1,785 | ||||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 21,844 | 0.79 | 4,470 | 20.88 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 71,126 | 3.36 | 14,555 | 23.96 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,136 | 2.43 | 232 | 22.75 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 5,754 | 2.90 | 1,177 | 23.38 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 226 | 77.95 | 46 | 119.05 | ||||
2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 1,366 | 33.14 | 255 | 34.92 | ||||
2025-07-31 | 13F | 中央银行 | 6,612 | 3.98 | 1,353 | 24.70 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 14,130 | 2,892 | ||||||
2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 11,442 | 112.05 | 2,179 | 4.11 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 2,530 | 9.57 | 518 | 31.22 | ||||
2025-08-14 | 13F | 审慎投资者网络 | 3,612 | 0.33 | 739 | 20.36 | ||||
2025-08-15 | NP | MTCGX - M 大盘成长基金 | 17,652 | 3,612 | ||||||
2025-06-27 | NP | PALU - Direxion 每日 PANW 牛市 2 倍股票 | 3,187 | 596 | ||||||
2025-07-08 | 13F | 圣骑士财富有限责任公司 | 4,869 | 6.80 | 996 | 28.19 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 7,609 | 84.46 | 1,557 | 121.48 | ||||
2025-08-07 | 13F | 毕马威资本有限责任公司 | 63,284 | 4.97 | 12,950 | 25.89 | ||||
2025-07-21 | 13F | 惠兰金融 | 1,671 | 20.22 | 342 | 43.88 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | Call | 205 | 20.00 | |||||
2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 3,581 | 1.42 | 733 | 21.59 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 307,349 | 4.68 | 52,446 | -1.83 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 83,800 | 17,149 | ||||||
2025-05-14 | 13F | 法国农业信贷银行 | Put | 110,000 | 37.50 | 18,770 | 28.95 | |||
2025-07-10 | 13F | 传统金融策略有限责任公司 | 2,217 | 6.18 | 454 | 27.25 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 59,019 | 7.93 | 12,078 | 29.43 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 6,852 | 8.85 | 1,402 | 30.54 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 743 | 38.36 | 152 | 58.33 | ||||
2025-08-12 | 13F | 财富桥资本管理有限公司 | 3,196 | 4.21 | 654 | 25.05 | ||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 144,500 | 31.36 | 30 | 61.11 | ||||
2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 1,210 | 248 | ||||||
2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 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 | 5,263,671 | 1.90 | 1,077,158 | 22.20 | ||||
2025-08-13 | 13F | PharVision 顾问有限责任公司 | 2,114 | 433 | ||||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 938 | 165 | ||||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 8,525 | 11.91 | 1,745 | 34.26 | ||||
2025-07-21 | 13F | Ntv 资产管理有限公司 | 10,784 | 1.43 | 2,207 | 21.61 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 10,867 | 4.40 | 2,224 | 25.17 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 312,637 | 19.87 | 63,978 | 43.76 | ||||
2025-08-14 | 13F | 多伦多道明银行 | Call | 250,000 | 51,160 | |||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 60,180 | 15.43 | 11,249 | 17.01 | ||||
2025-08-13 | 13F | 胜利金融集团有限公司 | 1,430 | 4.08 | 293 | 24.26 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 5,372 | 147.44 | 1,099 | 197.03 | ||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 8,323 | 3.21 | 1,703 | 23.76 | ||||
2025-08-14 | 13F | Meridiem资本合伙公司 | 41,396 | 8,471 | ||||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 3,949,231 | 1.80 | 808 | 22.05 | ||||
2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 158,874 | 0.66 | 30,571 | 1.71 | ||||
2025-08-12 | 13F | 阿彻投资公司 | 1,698 | 732.35 | 347 | 920.59 | ||||
2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 21,161 | 0.68 | 4,330 | 20.75 | ||||
2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 17,807 | 3,329 | ||||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,768 | 16.85 | 362 | 39.92 | ||||
2025-07-14 | 13F | 农商投资公司 | 96,053 | 6.11 | 19,656 | 27.25 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 8,392 | 38.37 | 1,717 | 66.05 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 446 | 3.72 | 91 | 24.66 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 53,145 | 12.03 | 10,876 | 34.36 | ||||
2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 28,388 | 0.47 | 5,809 | 20.49 | ||||
2025-07-31 | 13F | 猎户座资本管理有限公司 | 458 | 10.10 | 94 | 32.86 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 4,342 | 62.26 | 889 | 94.74 | ||||
2025-07-31 | 13F | 猎户座资本管理有限公司 | Call | 100 | 20 | |||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 646,224 | 0.16 | 132 | 20.00 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 8,500 | 98.69 | 1,739 | 138.55 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,052,981 | 5.95 | 215,482 | 27.07 | ||||
2025-07-29 | 13F | BXM 财富有限责任公司 | 1,340 | 6.35 | 274 | 27.44 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 58 | 11 | ||||||
2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 1,236 | 253 | ||||||
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 | 6,773 | 128.97 | 1,303 | 131.44 | ||||
2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 2,231 | 18.04 | 457 | 41.61 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 171,464 | 11.51 | 32,052 | 13.03 | ||||
2025-08-07 | 13F | 源源AM有限责任公司 | 1,436 | 10.38 | 294 | 31.98 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 1,102 | 28.59 | 206 | 29.75 | ||||
2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 3,755 | 768 | ||||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 5,254,888 | 12.86 | 1,075,360 | 35.35 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 10,504 | 1.38 | 2,148 | 21.49 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 147 | 30 | ||||||
2025-07-10 | 13F | 向日葵银行,NA | 1,166 | 239 | ||||||
2025-07-17 | 13F | 人民金融服务公司 | 350 | 72 | ||||||
2025-08-07 | 13F | 戴维森资本管理公司 | 18,038 | 6.10 | 3,691 | 27.23 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 5,857 | 49.99 | 1,199 | 79.88 | ||||
2025-08-01 | 13F | 莫特科 | 71,083 | 0.76 | 12,340 | 2.51 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 64 | 64.10 | 13 | 116.67 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 6,720 | 1 | ||||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 45,011 | 122.16 | 8,301 | 26.16 | ||||
2025-08-12 | 13F | 绗缝公司 | 813,995 | 1.82 | 166,576 | 22.10 | ||||
2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 1,080 | 221 | ||||||
2025-07-21 | 13F | 家族首席财务官公司 | 14 | 3 | ||||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 8,393 | 12.16 | 1,718 | 34.56 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 可持续美国主题投资组合 K 级 | 2,213 | 20.08 | 453 | 43.95 | ||||
2025-08-15 | 13F | 糖枫资产管理有限公司 | 5,792 | 47.38 | 1,185 | 76.87 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 2,224 | 1.00 | 455 | 21.33 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 5,295,588 | 7.68 | 1,083,689 | 29.13 | ||||
2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 82,128 | 16,807 | ||||||
2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 46,338 | 138.33 | 8,662 | 141.59 | ||||
2025-08-12 | 13F | 荷兰银行 | 1,656,000 | 3.43 | 340,883 | 24.89 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 14,066 | 5.01 | 2,878 | 25.95 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 1,101 | 225 | ||||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 33,700 | 14.24 | 6,896 | 37.02 | |||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 6,000 | 252.94 | 1,228 | 323.10 | |||
2025-07-08 | 13F | 梯度投资有限责任公司 | 152,520 | 5.12 | 31,212 | 26.06 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 69,660 | 1.45 | 14,255 | 21.67 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 1,394 | 10.72 | 285 | 33.18 | ||||
2025-07-29 | 13F | 艾尔顾问有限公司 | 2,993 | 1.15 | 612 | 21.43 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 17,031 | 132.03 | 3,485 | 161.05 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 18,267 | 1.46 | 3,738 | 21.68 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 7,978 | 9.39 | 1,633 | 31.19 | ||||
2025-08-08 | 13F | 地平线家族财富有限公司 | 1,740 | 0.29 | 356 | 20.27 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 39,700 | 8,124 | |||||
2025-07-30 | 13F | 杜邦资本管理公司 | 39,238 | 34.53 | 8,030 | 61.35 | ||||
2025-07-18 | 13F | 奥洛克公司 | 1,066 | 218 | ||||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 22,900 | 4,686 | |||||
2025-08-04 | 13F | WNY资产管理有限责任公司 | 2,126 | 0.85 | 435 | 21.17 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 3 | 0 | ||||||
2025-08-08 | 13F | BIT 资本有限公司 | 6,478 | 12.88 | 1,326 | 35.34 | ||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 102,838 | 1.09 | 21 | 23.53 | ||||
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 | 43,075 | 24.72 | 8,052 | 26.42 | ||||
2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 4,381 | 63.59 | 819 | -9.71 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 45,641 | 11.18 | 9,340 | 33.34 | ||||
2025-08-12 | 13F | 里士满投资服务有限公司 | 3,286 | 87.24 | 672 | 124.75 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 51 | 24.39 | 10 | 66.67 | ||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 26,323 | 15.74 | 5,065 | 16.97 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 5,127 | 0.04 | 1,049 | 20.02 | ||||
2025-08-22 | 13F | Cim投资管理公司 | 10,330 | 99.73 | 1,996 | 126.30 | ||||
2025-08-22 | NP | 可变保险产品基金 III - 动态资本增值投资组合初始类别 | 4,200 | 859 | ||||||
2025-07-17 | 13F | 格林布什金融集团有限责任公司 | 16,864 | 3.54 | 3,451 | 24.15 | ||||
2025-08-13 | 13F | 韩国投资公司 | 673,029 | 13.99 | 137,729 | 36.70 | ||||
2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 3,204 | 47.85 | 656 | 77.51 | ||||
2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 2,281 | 198.56 | 389 | 49.04 | ||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 609 | 125 | ||||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 52,492 | 1.65 | 10,742 | 21.90 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,680 | 157.67 | 323 | 160.48 | ||||
2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 1,046 | 214 | ||||||
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 | 916,502 | 12.13 | 187,553 | 34.48 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 82,589 | 2.93 | 14,093 | -3.47 | ||||
2025-08-28 | NP | 景顺Qqq信托,系列1 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 | 13,757,988 | 0.89 | 2,815,435 | 21.00 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 140,183 | 5.01 | 23,921 | -1.52 | ||||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 6 | 1 | ||||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 8,573 | 0.53 | 2 | 0.00 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 44,889 | 133.19 | 9,186 | 179.72 | ||||
2025-05-16 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 103,453 | 4.34 | 17,653 | -2.16 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 59,796 | 46.85 | 12,237 | 76.11 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 10,350 | 11.37 | 2,118 | 33.63 | ||||
2025-07-29 | 13F | 镇流器公司 | 1,115 | 228 | ||||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 22 | 5 | ||||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 854,053 | 95.33 | 174,773 | 134.25 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 3,781,352 | 9.50 | 773,550 | 31.24 | ||||
2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 1,493 | 275 | ||||||
2025-08-13 | 13F | 胜利资本管理公司 | 1,184,954 | 28.31 | 242,323 | 53.77 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 3,332 | 6.42 | 682 | 27.53 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 123,798 | 16.88 | 25,334 | 40.18 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 324,055 | 28.85 | 66,315 | 52.83 | ||||
2025-08-05 | 13F | 整体金融合作伙伴 | 1,183 | 0.51 | 242 | 21.00 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 280,542 | 3.35 | 57,410 | 23.95 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 91,280 | 18,680 | ||||||
2025-08-12 | 13F | JMG金融集团有限公司 | 1,076 | 220 | ||||||
2025-08-04 | 13F | B&l 资产管理有限公司 | 16,289 | 0.28 | 3,333 | 20.28 | ||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 514,610 | 7.19 | 105,310 | 28.55 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 63,581 | 4.41 | 13,011 | 25.21 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 15,807 | 81.36 | 3,235 | 110.82 | ||||
2025-07-18 | 13F | NRI 财富管理 LC | 3,011 | 616 | ||||||
2025-07-15 | 13F | 帆船资本集团有限公司 | 6,737 | 15.12 | 1,379 | 38.08 | ||||
2025-08-14 | 13F | 红木金融网络公司 | 991 | 203 | ||||||
2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,886 | 2.61 | 363 | 3.43 | ||||
2025-07-22 | 13F | 希尔岛金融有限公司 | 1,404 | 17.00 | 287 | 40.69 | ||||
2025-08-14 | 13F | 奥利安投资公司 | 10,300 | 0.97 | 2,108 | 21.09 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 10,901 | 990.10 | 2,231 | 774.51 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 391,506 | 13.41 | 80,118 | 36.01 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 1,795 | 3.46 | 367 | 23.99 |