机构和基金投资人持股 - 买家
在帕兰提尔科技公司中开设新头寸的主要持有者包括 SPMO - Invesco S&P 500 Momentum ETF, HAGAX - Carillon Eagle 中型成长基金 A 类, ADAPT 投资管理公司, IWY - iShares Russell 200 强增长 ETF, AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级, FSCSX - 软件和 IT 服务组合, MLAAX - MainStay 大盘成长基金 A 类, 旧使命资本有限公司, 太平洋精选基金 - 中型成长投资组合 I 类, Qvr有限公司, 旧使命资本有限公司, AMCPX - AMCAP 基金 A 类, CVSIX - 卡拉莫斯市场中性收益基金 A 类, 苏黎世保险集团有限公司/FI, 澳大利亚超级有限公司, GRNY - Fundstrat Granny Shots 美国大盘股 ETF, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, 乐天投资管理公司, 德克萨斯州永久学校基金, 和 冯托贝尔控股有限公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 2,048 | 279 | ||||||
| 2025-08-14 | 13F | 前卫资本有限责任公司 | 1,574 | 215 | ||||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 249,810 | 2.58 | 34,054 | 65.70 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 28,270 | 25.66 | 3,854 | 103.00 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 9,672 | 0.17 | 1,318 | 61.92 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 21,944 | 2,991 | ||||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 12,349 | 1,683 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 509 | 1.80 | 0 | |||||
| 2025-07-25 | 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 | 41,843 | 106.40 | 5,514 | 220.40 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 91,326 | 12,450 | ||||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 100 | 14 | ||||||
| 2025-07-15 | 13F | 爱国者投资管理公司 | 1,720 | 234 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 66,630 | 2.67 | 9,083 | 65.84 | ||||
| 2025-08-14 | 13F | 山谷金融集团公司 | 2,177 | 297 | ||||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 2,779 | 2.70 | 379 | 65.79 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 20,457 | 15.25 | 2,789 | 86.11 | ||||
| 2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 60,472 | 9.74 | 8,244 | 77.27 | ||||
| 2025-07-25 | 13F | Presilium 私人财富有限公司 | 1,495 | 204 | ||||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 220 | 30 | ||||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen 成长基金 I 类 | 12,000 | 150.00 | 1,636 | 303.70 | ||||
| 2025-08-08 | 13F | 财务生活规划师 | 26,705 | 3,640 | ||||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 137,801 | 74.18 | 18,785 | 181.34 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 53,329 | 13.35 | 7,028 | 75.89 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 978 | 151 | ||||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Put | 70,000 | 9,542 | |||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 2,493,432 | 6.78 | 339,905 | 72.46 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 1,991 | 271 | ||||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 6,603 | 5.94 | 900 | 71.10 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 210 | 29 | ||||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 809,801 | 92.99 | 110,392 | 211.72 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 42,193 | 304.88 | 5,752 | 554.27 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 2,050 | 279 | ||||||
| 2025-07-30 | 13F | 艾伦·B·兰兹联合公司 | 2,350 | 320 | ||||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 1,705 | 232 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 4,241 | 12.58 | 559 | 74.92 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 2,947 | 402 | ||||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 960 | 42.64 | 131 | 132.14 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 636,339 | 63.97 | 75,368 | 135.43 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 7,792 | 589 | ||||||
| 2025-07-11 | 13F | Ttp 投资公司 | 19,729 | 2,689 | ||||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 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 | 99,938 | 1.97 | 13,624 | 64.71 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 23,173 | 9.51 | 3,159 | 76.92 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 8,477 | 26.37 | 1,156 | 104.06 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 2,722 | 406.89 | 0 | |||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 1,554 | 212 | ||||||
| 2025-07-28 | 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 | 56,546 | 7,452 | ||||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 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 | 120,612 | 15,894 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 4,337,437 | 7.88 | 591,279 | 74.24 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 205 | 28 | ||||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 134,182 | 0.70 | 21,185 | 69.16 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 7,136 | 973 | ||||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 67,208 | 89.77 | 9,162 | 206.49 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 17,310 | 13.30 | 2,360 | 83.01 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 18,813 | 17.29 | 2,565 | 89.50 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 7,871 | 1 | ||||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 2,448 | 1.24 | 0 | |||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 25,178,542 | 0.97 | 3,432,339 | 63.09 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 3,277 | 7.55 | 447 | 73.54 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 8,131 | 44.55 | 1,108 | 133.76 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 2,028,425 | 127.84 | 276,515 | 268.00 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 239,600 | 588.51 | 32,662 | 1,012.09 | |||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 4,050 | 14.73 | 552 | 85.86 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 2,218 | 302 | ||||||
| 2025-07-23 | 13F | 客观平方有限责任公司 | 2,082 | 284 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | Call | 300 | 41 | |||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 21,728 | 0.54 | 2,962 | 62.42 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 12,286 | 32.26 | 1,675 | 113.79 | ||||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 167,200 | 19,803 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 67,858 | 4.08 | 9,250 | 68.12 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 3,304 | 433.76 | 435 | 736.54 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 2,851 | 389 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 1,346,275 | 7.73 | 159,453 | 54.68 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 18,438 | 560.62 | 2,513 | 969.36 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 50 | 7 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 19,039,473 | 39.93 | 2,595,461 | 126.00 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Put | 244,000 | 33,262 | |||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 1,702 | 232 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 412,888 | 7.81 | 56,285 | 74.12 | ||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 1,679 | 229 | ||||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 4,946 | 24.27 | 674 | 101.19 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 670,459 | 3.99 | 91,397 | 67.96 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 1,691 | 231 | ||||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 5,169 | 2.07 | 1 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 920,207 | 12.69 | 125,407 | 81.95 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 93,900 | 12,800 | |||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 13,709 | 7.16 | 1,869 | 73.12 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 4,319 | 24.90 | 589 | 102.06 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 294,476 | 25.17 | 40,143 | 102.18 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 68,088 | 8.13 | 9,282 | 94.90 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 88,401 | 12.32 | 12,051 | 81.42 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 45,522 | 104.24 | 6,206 | 229.88 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 170 | 23 | ||||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 102,647 | 16,115.96 | 13,993 | 26,300.00 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 1,531 | 209 | ||||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 17,800 | 2,426 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 151,699 | 19.82 | 28,363 | 93.00 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 34,495 | 4,702 | ||||||
| 2025-07-08 | 13F | 先行资本管理公司 | 5,602 | 2.92 | 764 | 66.23 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 4,349 | 56.16 | 593 | 151.91 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 8,255 | 170.92 | 1,125 | 337.74 | ||||
| 2025-08-05 | 13F | 资本管理协会/纽约/ | 10,000 | 1,363 | ||||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,284 | 311 | ||||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 1,562 | 213 | ||||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 1,134,088 | 198.23 | 154,599 | 381.70 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 96 | 29.73 | 13 | 116.67 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 10,398 | 7.89 | 1,417 | 74.29 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 17,888 | 0.60 | 2,438 | 62.53 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 56,796 | 52.17 | 7,742 | 145.78 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 149,352 | 13.79 | 20,360 | 83.80 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 2,718 | 128.40 | 371 | 270.00 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,810 | 247 | ||||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 1,770 | 241 | ||||||
| 2025-08-05 | 13F | 沃什伯恩资本管理公司 | 5,655 | 36.92 | 771 | 121.26 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 485 | 32.51 | 91 | 114.29 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 12,662 | 5.65 | 1,726 | 70.72 | ||||
| 2025-08-08 | 13F | RAM投资伙伴有限责任公司 | 2,397 | 327 | ||||||
| 2025-04-01 | NP | QYLE - Global X 纳斯达克 100 ESG 备兑看涨 ETF | 417 | 34 | ||||||
| 2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 2,340 | 319 | ||||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 10,458 | 1,426 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3,805 | 53.43 | 519 | 147.85 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 10,613 | 0.10 | 1,447 | 61.74 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 774,507 | 4.40 | 102,571 | 68.40 | ||||
| 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 | 1,101,378 | 145,140 | ||||||
| 2025-07-25 | NP | MTCAX - MFS科技基金A | 187,469 | 24,705 | ||||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 2,416 | 20.38 | 329 | 94.67 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 24,353 | 15.00 | 3,320 | 85.73 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,027 | 1.35 | 714 | 45.51 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 1,702 | 232 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 475 | 65 | ||||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 2,647 | 5.33 | 361 | 69.81 | ||||
| 2025-08-05 | 13F | 诚信金融公司/西澳 | 2,114 | 288 | ||||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 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 | 29,639 | 6.23 | 4,040 | 71.62 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 1,517 | 207 | ||||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 35,600 | 2.01 | 4,853 | 64.75 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 9,920 | 1,352 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 3,197,431 | 75.46 | 435,874 | 183.40 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 40,305 | 54.94 | 5,494 | 150.30 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 4,810 | 5.71 | 656 | 70.57 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,106 | 287 | ||||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 6,448 | 11.79 | 879 | 79.18 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 8,300 | 1,131 | |||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 97,775 | 12,885 | ||||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 20,145 | 2,386 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 7,100 | 968 | |||||
| 2025-07-17 | 13F | HCR 财富顾问 | 3,128 | 23.73 | 426 | 100.00 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 38,232 | 4.43 | 5,212 | 68.70 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 3,000 | 409 | ||||||
| 2025-08-12 | 13F | 企业金融服务公司 | 2,313 | 315 | ||||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 2,913 | 1.50 | 397 | 64.05 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 228 | 4.59 | 31 | 72.22 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 2,696 | 11.87 | 368 | 80.79 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 99,271 | 17.64 | 13,533 | 90.00 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 15,660 | 23.36 | 2,135 | 99.25 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 739 | 246.95 | 97 | 438.89 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 10,926 | 44.14 | 1,489 | 133.02 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | Put | 500 | 68 | |||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 83,137 | 11,333 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,580 | 6.76 | 215 | 73.39 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 2,700 | 368 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 37,086 | 106.03 | 5,056 | 232.78 | ||||
| 2025-07-23 | 13F | 增益计划有限责任公司 | 3,099 | 422 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 5,328 | 631 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 569,100 | 3.30 | 77,580 | 66.85 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,416,536 | 1.74 | 193,102 | 64.33 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 285 | 185.00 | 39 | 375.00 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 47,034 | 0.04 | 6,412 | 61.61 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,633 | 371.97 | 223 | 665.52 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 2,435 | 332 | ||||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 24,199 | 2.59 | 3,299 | 65.73 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,813 | 247 | ||||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 3,908 | 21.48 | 533 | 96.31 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 7,519 | 891 | ||||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 1,609 | 219 | ||||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 27,880 | 1.48 | 3,801 | 63.93 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 141,410 | 4.98 | 19,277 | 69.56 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,917 | 261 | ||||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 617 | 17.75 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 20,790 | 6.86 | 2 | 0.00 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 2,224 | 303 | ||||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 22,814 | 127.03 | 3 | |||||
| 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 | 242,295 | 4.71 | 28,697 | 50.35 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 8,798,520 | 42.74 | 1,199,414 | 130.55 | ||||
| 2025-07-21 | 13F | 人生规划合作伙伴公司 | 2,199 | 300 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 441 | 60 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,792 | 204.76 | 236 | 381.63 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 367 | 50 | ||||||
| 2025-07-24 | 13F | Shikiar资产管理公司 | 20,756 | 12.58 | 3 | 100.00 | ||||
| 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 | 141,163 | 8.91 | 16,719 | 56.38 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 3,594,493 | 9.45 | 490,001 | 76.78 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 17,753 | 157.29 | 2,420 | 315.81 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 2,428 | 1,114.00 | 288 | 1,693.75 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 289,331 | 5.47 | 39,442 | 70.35 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 7,342 | 3.67 | 1,001 | 67.50 | ||||
| 2025-07-25 | 13F | 超越资本集团有限责任公司 | 12,408 | 0.75 | 1,691 | 62.75 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 54,798 | 610.83 | 7,470 | 1,049.23 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 43,939 | 30.27 | 5,990 | 110.44 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 6,427 | 0.52 | 876 | 62.52 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 7,908 | 8.90 | 1,078 | 75.98 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 5,021 | 41.28 | 795 | 81.09 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,470,129 | 116.81 | 339,791 | 260.85 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 308 | 48.08 | 40 | 135.29 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 2,782 | 16.30 | 379 | 88.56 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 12,650 | 3,309.70 | 1,667 | 5,277.42 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 161,908 | 168.66 | 22,071 | 333.96 | ||||
| 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 | 45,568 | 5.85 | 6,212 | 70.96 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 2,000 | 273 | ||||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 841 | 100 | ||||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 1,509 | 206 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 4,776 | 170.90 | 651 | 339.86 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 15,433 | 95.75 | 2,034 | 203.89 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 5,077 | 692 | ||||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 364,748 | 530.94 | 49,722 | 919.10 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 92,268 | 8.12 | 12,578 | 74.63 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 4,905 | 0.53 | 669 | 62.53 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 57,624 | 101.60 | 7,855 | 263.49 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,000 | 136 | ||||||
| 2025-03-26 | NP | GUNZ-塔特尔资本自卫指数 ETF | 437 | 9.52 | 36 | 125.00 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 3,173 | 15.76 | 433 | 87.01 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 13,389 | 0.78 | 1,825 | 62.80 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 371,058 | 2.02 | 50,583 | 64.78 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 8,015 | 26.44 | 1,093 | 104.11 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 184,904 | 6.39 | 25,206 | 71.83 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 3,408 | 0.53 | 465 | 62.24 | ||||
| 2025-07-10 | 13F | 三季财富有限责任公司 | 1,984 | 270 | ||||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 1,485 | 202 | ||||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 531,000 | 2.55 | 62,892 | 47.24 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 3,292 | 9.84 | 471 | 77.74 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 11,374 | 67.73 | 1,607 | 100.12 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 53,156 | 7,246 | ||||||
| 2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 5,393 | 735 | ||||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | Call | 2,500 | 341 | |||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 32,483 | 0.75 | 5,144 | 34.70 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 2,800 | 382 | ||||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 14,426 | 1,967 | ||||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 4,291 | 43.75 | 585 | 133.07 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 2,149 | 293 | ||||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 15,050 | 1,075.78 | 2,052 | 1,799.07 | ||||
| 2025-08-28 | NP | TFAFX - 战术增长配置基金 I 类 | 460 | 63 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 268,996 | 18.11 | 36,669 | 90.77 | ||||
| 2025-08-14 | 13F | 客观资本管理有限责任公司 | 2,947 | 13.35 | 402 | 83.11 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 7,246 | 152.30 | 988 | 307.85 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | Put | 10,700 | 1,459 | |||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 5,439 | 0.50 | 741 | 62.50 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | Put | 1,000 | 4 | |||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 13,240 | 13.26 | 1,805 | 82.96 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 1,161,600 | 38.01 | 158,349 | 122.90 | |||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 2,834 | 15.72 | 336 | 65.84 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 1,945 | 265 | ||||||
| 2025-07-29 | 13F | RWQ 财务管理服务公司 | 40,950 | 5,582 | ||||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 17 | 2 | ||||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 127,808 | 16,843 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 754 | 30.00 | 103 | 112.50 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 572,570 | 62.10 | 78,053 | 161.81 | ||||
| 2025-05-19 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 1,739,739 | 146,834 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 40,067 | 8.58 | 5,462 | 75.37 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 155 | 10.71 | 21 | 90.91 | ||||
| 2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 2,584 | 352 | ||||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 38,692 | 52.93 | 5,274 | 147.03 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 23,484 | 31.22 | 3,201 | 136.59 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 5,127 | 670 | ||||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 4,294 | 585 | ||||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 32,952 | 63.70 | 3,903 | 135.06 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 221,600 | 15.48 | 30,209 | 86.52 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 1,446,521 | 551.62 | 197,190 | 952.52 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 4,836 | 11.76 | 659 | 80.55 | ||||
| 2025-07-18 | 13F | TPG 顾问有限公司 | 1,600 | 218 | ||||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 13,369,807 | 1.78 | 1,761,873 | 57.95 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 1,779 | 242 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 94,508 | 1.25 | 12,883 | 63.55 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 61,101 | 8.08 | 8,329 | 74.58 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 89,595 | 73.25 | 12,214 | 179.86 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 141,780 | 0.73 | 19,327 | 62.70 | ||||
| 2025-07-22 | 13F | 人民银行 | 2,883 | 7.06 | 0 | |||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,900 | 21.24 | 12,111 | 88.16 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 98,425 | 20.26 | 13,417 | 94.25 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 13,881 | 6.90 | 1,892 | 72.79 | ||||
| 2025-08-25 | NP | FAI - First Trust Bloomberg 人工智能 ETF | 5,229 | 10.78 | 713 | 78.89 | ||||
| 2025-08-05 | 13F | 韦斯特伍德财富管理 | 61,778 | 17.78 | 8,422 | 90.26 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 1,968 | 268 | ||||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 3,170 | 0.89 | 491 | 55.06 | ||||
| 2025-08-05 | 13F | 平衡风险投资有限责任公司 | 1,676 | 228 | ||||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 29,445 | 110.31 | 4,014 | 239.80 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 2,825 | 18.95 | 385 | 92.50 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 17,418 | 2,371 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 3,344,999 | 3.41 | 455,990 | 67.02 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 3,340 | 208.97 | 455 | 400.00 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 31,840 | 3.26 | 4,340 | 66.79 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 28,352 | 13.49 | 3,865 | 83.30 | ||||
| 2025-05-29 | 13F | 奎克财富管理有限责任公司 | Call | 17 | ||||||
| 2025-08-15 | 13F | CTC有限公司 | 908,257 | 69.08 | 123,814 | 173.10 | ||||
| 2025-08-15 | 13F | CTC有限公司 | Call | 5,188,800 | 22.94 | 707,337 | 98.57 | |||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 37,500 | 5,112 | |||||
| 2025-08-15 | 13F | CTC有限公司 | Put | 6,410,600 | 41.51 | 873,893 | 128.56 | |||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 18,112 | 54.51 | 2,469 | 149.65 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,770 | 241 | ||||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 4,367 | 9.70 | 595 | 77.61 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 25,474 | 3,473 | ||||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 1,839 | 251 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 37,534 | 2.95 | 5,116 | 66.27 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 803,620 | 6.61 | 109,549 | 72.20 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 3,459 | 22.62 | 472 | 97.90 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 4,748 | 401 | ||||||
| 2025-08-14 | 13F | 认证咨询公司 | 2,829 | 3.55 | 386 | 67.39 | ||||
| 2025-07-30 | NP | AIQ - Global X 未来分析科技 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 | 860,036 | 0.15 | 113,336 | 55.41 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 151,250 | 165.59 | 20,618 | 329.01 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 4,466 | 9.25 | 609 | 76.23 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 825 | 11.49 | 112 | 80.65 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 4,599 | 627 | ||||||
| 2025-07-07 | 13F | 西联银行 | 10,066 | 1.10 | 1,372 | 63.33 | ||||
| 2025-07-15 | 13F | 财富效应有限公司 | 5,304 | 23.09 | 723 | 99.17 | ||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 4,690 | 618 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 187 | 25 | ||||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | Put | 40 | 0 | |||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 2,832 | 0.53 | 386 | 62.87 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 3,776 | 86.38 | 515 | 202.35 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | Call | 25 | 257.14 | 0 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 26,474 | 31.38 | 3,609 | 112.24 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 44,505 | 6,067 | ||||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 10,208 | 5.57 | 1,392 | 70.47 | ||||
| 2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 21,700 | 2,570 | ||||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 2,001 | 273 | ||||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 49,548 | 0.61 | 6,754 | 62.51 | ||||
| 2025-08-28 | NP | GNXAX - AlphaCentric 机器人和自动化基金 A 类 | 5,000 | 682 | ||||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 1,680 | 696.21 | 229 | 1,247.06 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 8,956 | 50.88 | 1,221 | 144.00 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 22,084 | 1.19 | 3,010 | 63.50 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 159,218 | 185.29 | 21,707 | 361.54 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 331,705 | 10.67 | 45,218 | 78.76 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 1,124,515 | 4.51 | 153,294 | 68.80 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 424,818 | 23.54 | 57,911 | 99.53 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 380,150 | 298.86 | 52 | 537.50 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 635 | 51.19 | 87 | 145.71 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 7,958 | 2.68 | 1,085 | 65.75 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 17,413 | 2 | ||||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 174,140 | 23,739 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 12,074 | 15.58 | 1,646 | 86.72 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 50,021 | 8.48 | 6,819 | 75.22 | ||||
| 2025-08-26 | NP | 贝莱德资本配置信托 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 | 2,386 | 325 | ||||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 4 | 1 | ||||||
| 2025-07-25 | 13F | 明思投资有限公司 | 87,877 | 3.91 | 11,979 | 67.84 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 14,000 | 250.00 | 1,908 | 466.17 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 51,251 | 1.52 | 6,987 | 63.99 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 59,117 | 7,002 | ||||||
| 2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 1,957 | 267 | ||||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 25,981 | 2.82 | 3,542 | 66.09 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 320 | 18.52 | 44 | 95.45 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 1,500 | 204 | ||||||
| 2025-07-16 | 13F | 美国国家银行 | 540 | 74 | ||||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 17,884 | 84.62 | 2,438 | 997.75 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 770 | 1.85 | 105 | 65.08 | ||||
| 2025-07-22 | 13F | 约德财富管理公司 | 7,045 | 2.09 | 960 | 64.95 | ||||
| 2025-08-06 | 13F | 云泰资本管理有限公司/香港 | 58,146 | 23.95 | 7,926 | 100.20 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 11,024 | 5.09 | 1,503 | 69.72 | ||||
| 2025-08-12 | 13F | Bravias 资本集团有限责任公司 | 3,522 | 480 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 23,693 | 3.62 | 3,664 | 45.01 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 89,339 | 39.12 | 12,179 | 124.73 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 68,935 | 12.66 | 9,397 | 81.97 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 314,621 | 9.47 | 42,889 | 76.82 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 9,554 | 1,302 | ||||||
| 2025-07-29 | NP | 一篮子 ETF 信托 - 一篮子科技巨头精选 ETF | 2,490 | 328 | ||||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 235 | 147.37 | 32 | 300.00 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,931,114 | 9.19 | 820,921 | 56.78 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 8,270 | 67.14 | 1,127 | 170.26 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 11,046 | 45.40 | 1,506 | 134.79 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 7,879 | 0.87 | 1,074 | 62.97 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 239,000 | 0.67 | 32,580 | 62.61 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 2,231 | 264 | ||||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 62,581 | 38.67 | 8,531 | 124.03 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 34,125 | 29.45 | 4,652 | 109.13 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 84 | 11 | ||||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,643 | 224 | ||||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | Call | 273 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 578,046 | 5.01 | 78,799 | 69.62 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 19,786 | 0.04 | 2,607 | 55.27 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 15,960 | 118.00 | 217,567 | 252.11 | |||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 1,700 | 232 | ||||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 60,095 | 0.90 | 8,192 | 62.99 | ||||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 21,971 | 0.06 | 2,995 | 61.63 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 22,917 | 5.11 | 3,124 | 69.78 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 9,559 | 73.80 | 1 | |||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 119,823 | 77.32 | 16,334 | 186.41 | ||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 23,776 | 1.36 | 3,241 | 63.77 | ||||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 3,693 | 5.51 | 503 | 70.51 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 8,866 | 1,209 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 15,625 | 21.18 | 2,130 | 95.77 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 1,884 | 30.83 | 257 | 137.04 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 189,834 | 4.59 | 16,022 | 16.72 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 2,307 | 314 | ||||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 3,526 | 0.83 | 481 | 62.71 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 664,341 | 90,563 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 11,556 | 6.28 | 1,575 | 71.76 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 6,800 | 927 | |||||
| 2025-08-19 | 13F | Marex 集团 | 34,135 | 4,653 | ||||||
| 2025-08-14 | 13F | 旧使命资本有限公司 | Call | 823,200 | 1,547 | |||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 218,621 | 173.36 | 29,802 | 341.58 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 362,400 | 4.05 | 49,402 | 68.06 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 82,728 | 11.07 | 11,278 | 79.40 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 33,334 | 67.38 | 3,948 | 140.44 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 154 | 10.79 | 21 | 81.82 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 2,107,117 | 6.08 | 287,242 | 71.33 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 391,500 | 53,369 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 33,415 | 110.82 | 4,555 | 240.69 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 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 | 35,355 | 91.85 | 4,187 | 175.46 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 21,444 | 4.44 | 2,923 | 68.76 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 493 | 67 | ||||||
| 2025-08-14 | 13F | 旧使命资本有限公司 | Put | 499,100 | 965 | |||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 49,460 | 480.52 | 6,742 | 837.69 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 966 | 64.29 | 132 | 167.35 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 4,543 | 13.49 | 619 | 83.68 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 5,965 | 24.61 | 1 | |||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 285,530 | 16.68 | 38,923 | 88.45 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 4,502 | 0.38 | 614 | 59.22 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 1,510 | 206 | ||||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 59,244 | 1,633.29 | 8,076 | 2,704.17 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 61,180 | 77.81 | 8,340 | 187.29 | ||||
| 2025-08-11 | 13F | 信托银行 | 9,059 | 1,235 | ||||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 77,423 | 237.90 | 10,554 | 445.99 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 156,200 | 10.34 | 21,293 | 78.23 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 9,360 | 6.80 | 1,276 | 72.53 | ||||
| 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 | 137,114 | 27.72 | 16,240 | 83.39 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 555,233 | 11.59 | 65,762 | 60.23 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 16,403 | 1,943 | ||||||
| 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 | 10,326 | 17.07 | 1,361 | 81.82 | ||||
| 2025-07-21 | 13F | 塞罗斯金融有限责任公司 | 1,511 | 206 | ||||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 7,112 | 1.89 | 970 | 64.52 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 18,224 | 4.01 | 2,484 | 68.06 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 24,894 | 3,394 | ||||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 2,294 | 313 | ||||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 33,697 | 14.79 | 4,594 | 85.43 | ||||
| 2025-07-21 | 13F | 单点合作伙伴有限责任公司 | 1,880 | 0 | ||||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,169 | 432 | ||||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 452,933 | 50.18 | 59,688 | 133.05 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 2,790 | 380 | ||||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 2,405 | 26.25 | 328 | 104.38 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 22,380 | 73.49 | 3,051 | 180.33 | ||||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | 2,000 | 273 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 78,746 | 7,993.11 | 10,735 | 12,990.24 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 1,974 | 269 | ||||||
| 2025-08-15 | 13F | FFT财富管理有限公司 | 4,630 | 20.10 | 844 | 159.38 | ||||
| 2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 305,492 | 6.97 | 40,258 | 65.99 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 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 | 7,632 | 107.33 | 1,040 | 235.48 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 31,920 | 8.16 | 4,351 | 74.74 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 8,945 | 3.22 | 1,219 | 66.76 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 611,508 | 6.95 | 83,360 | 72.74 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 519,800 | 9.69 | 68,499 | 70.21 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 198,933 | 85.38 | 27,119 | 199.41 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 390,283 | 53,203 | ||||||
| 2025-08-26 | NP | 贝莱德创新与增长信托 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 | 92,690 | 12,636 | ||||||
| 2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 61,811 | 1.42 | 8,145 | 57.39 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 1,755,061 | 11.69 | 239 | 81.06 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 37,492 | 4,441 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 12,264 | 1.41 | 1,672 | 63.82 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 1,303,515 | 177,695 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,818,875 | 6.94 | 215,428 | 53.55 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 2,130 | 44.70 | 290 | 133.87 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 10,464 | 9.31 | 1,426 | 76.70 | ||||
| 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 | 224 | 31 | ||||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 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 | 244,700 | 28,982 | ||||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 82,255 | 107.35 | 11,213 | 234.92 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 101,631 | 205.23 | 13,854 | 393.02 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 906 | 109.72 | 124 | 241.67 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 16,280 | 4.76 | 2,219 | 69.26 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 138,871 | 2.99 | 18,931 | 66.34 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 1,045,749 | 1.08 | 142,557 | 63.26 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 1,494 | 162.11 | 197 | 308.33 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 179 | 198.33 | 24 | 380.00 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 4,570 | 18.30 | 623 | 90.80 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 355,714 | 3.45 | 42,131 | 48.53 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 10,052 | 1.54 | 1,370 | 64.07 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 42,477 | 236.93 | 6,070 | 460.91 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,800 | 0 | ||||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 5,739 | 487 | ||||||
| 2025-08-12 | 13F | Qvr有限公司 | 20,500 | 2,795 | ||||||
| 2025-08-12 | 13F | Qvr有限公司 | Put | 535,600 | 73,013 | |||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 4,367 | 107.95 | 517 | 198.84 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 1,323,504 | 1.70 | 174,411 | 57.81 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 3,735 | -122.10 | 509 | -135.69 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 62,041 | 0.24 | 8,458 | 61.92 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,557 | 114.46 | 212 | 247.54 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 21,417 | 3.00 | 3 | 100.00 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 2,023,322 | 5.90 | 275,819 | 71.05 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 84,235 | 32.78 | 11,483 | 114.46 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 345,913 | 1.45 | 47,155 | 63.86 | ||||
| 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 | 44,713 | 5.10 | 6,095 | 69.78 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 159,152 | 21.42 | 20,973 | 88.44 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 16,271 | 86.29 | 2,218 | 200.95 | ||||
| 2025-05-30 | NP | 胜利可变保险基金 II - 胜利先锋精选中型股增长 VCT 投资组合 I 类 | 35,940 | 3,033 | ||||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 27,271 | 203.01 | 3,594 | 370.29 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 12,246 | 17.39 | 1,669 | 89.66 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 4,959 | 653 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,734 | 28.33 | 4,825 | 84.26 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 14,542 | 35.16 | 1,982 | 118.28 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,499 | 85.85 | 1,022 | 200.59 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 16,598 | 7.43 | 2,263 | 73.60 | ||||
| 2025-06-26 | NP | FWWFX - 富达环球基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,000 | 355 | ||||||
| 2025-07-29 | 13F | 东北投资管理公司 | 4,987 | 17.70 | 680 | 90.20 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 6,520 | 38.99 | 889 | 124.81 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 3,338 | 5.47 | 455 | 70.41 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 2,790 | 380 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 14,634 | 1.70 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,429 | 41.77 | 195 | 128.24 | ||||
| 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 | 91,203 | 2.90 | 12,433 | 66.20 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 22,403 | 11.07 | 3,232 | 89.84 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 2,347 | 320 | ||||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 460,609 | 31.79 | 63 | 113.79 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 553 | 200.54 | 75 | 400.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | Call | 100 | 4 | |||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 29,799 | 4,062 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 8,541 | 71.68 | 1,164 | 177.80 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 248,153 | 29,391 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 254,822 | 14.36 | 34,738 | 84.71 | ||||
| 2025-08-14 | 13F | 安盛公司 | 706,056 | 19.05 | 96,250 | 92.29 | ||||
| 2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 10,607 | 1,659 | ||||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 1,650 | 225 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 187,267 | 13.17 | 22,180 | 62.48 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 23,415 | 51.29 | 3,192 | 144.33 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 10,761 | 6.71 | 1,467 | 72.27 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 99,686 | 0.83 | 13,589 | 62.86 | ||||
| 2025-08-12 | 13F | 伊萨卡集团有限公司 | 62,791 | 0.88 | 8,560 | 62.94 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 610 | 82.09 | 83 | 196.43 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 784 | 107 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 4,362 | 11.67 | 517 | 60.25 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 554,943 | 14.97 | 65,727 | 65.07 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 4,989 | 9.24 | 680 | 76.62 | ||||
| 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 | 19,122 | 21.94 | 2,520 | 89.26 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 149,769 | 8.71 | 20,417 | 75.59 | ||||
| 2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 2,566 | 304 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 2,091,518 | 70.98 | 285,116 | 176.16 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,977 | 276 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 2,099 | 29.17 | 131 | 62.50 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 43,272 | 4.32 | 6,194 | 68.61 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 941,874 | 240.39 | 128,396 | 449.81 | ||||
| 2025-06-26 | NP | HFMCX - 哈特福德中型股基金 A 类 | 2,590,817 | 15.20 | 306,856 | 65.41 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 5,568 | 2.41 | 1 | |||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 4,386 | 18.54 | 598 | 91.35 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 79,714 | 2.44 | 10,867 | 5.97 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Put | 232 | -55.83 | |||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 24,725 | 7.66 | 3,371 | 73.89 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Call | 354 | 500.00 | |||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 111,212 | 2.47 | 15,160 | 65.50 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 2,071 | 47.19 | 282 | 138.98 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,764 | 891 | ||||||
| 2025-08-06 | 13F | 篝火金融 | 1,627 | 222 | ||||||
| 2025-07-29 | 13F | 康威资本管理有限公司 | 4,025 | 31.75 | 549 | 113.23 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 7,529 | 9.67 | 1,026 | 77.20 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 26,619 | 8.16 | 3,629 | 74.68 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 852 | 12.70 | 116 | 84.13 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 22 | 3 | ||||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 4,410 | 54.25 | 601 | 149.38 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 66,900 | 54.15 | 9,120 | 149.02 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 1,124,153 | 85.84 | 153,245 | 200.15 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 700 | 40.00 | 95 | 126.19 | |||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 943,407 | 1.82 | 128,605 | 64.46 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 86,560 | 21.08 | 11,800 | 95.57 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 5,286 | 9.85 | 721 | 77.34 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 18,677 | 22.27 | 2,546 | 97.52 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 3,392 | 462 | ||||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 139,529 | 181.34 | 19,021 | 354.48 | ||||
| 2025-08-13 | 13F | 西切斯特资本顾问公司 | 1,595 | 217 | ||||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,835 | 386 | ||||||
| 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 | 78 | 16.42 | 9 | 80.00 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 33,249 | 2.78 | 4,533 | 66.01 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 6,237 | 13.34 | 815 | 69.44 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 2,093 | 285 | ||||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 2,730 | 273.97 | 0 | |||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 7,821 | 9.09 | 1,066 | 76.20 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 360 | 2.86 | 0 | |||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 605 | 82 | ||||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,465,374 | 42.20 | 199,760 | 129.68 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 693 | 82 | ||||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 6,406 | 873 | ||||||
| 2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 3,720 | 60.14 | 507 | 189.71 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 3,288 | 26.17 | 448 | 104.57 | ||||
| 2025-07-15 | 13F | 七邮投资办公室 LP | 3,000 | 409 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 320,359 | 3.59 | 43,671 | 67.32 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 13,141 | 32.38 | 1,791 | 138.80 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 33,408 | 27.19 | 4,554 | 105.51 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 1,547 | 211 | ||||||
| 2025-08-14 | 13F | 德肖公司 | Put | 3,374,800 | 83.63 | 460,053 | 196.60 | |||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 93,303 | 18.94 | 12,719 | 92.13 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 7,562 | 16.50 | 1,031 | 88.30 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares AI 创新与科技主动型 ETF | 20,072 | 2,377 | ||||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 19,073 | 21.26 | 2,600 | 95.93 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 6,691 | 1,296.87 | 912 | 2,180.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 284,170 | 39.41 | 38,738 | 125.18 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | Short | -1,487 | -203 | |||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 2,546,072 | 8.50 | 335,521 | 68.37 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 206,991 | 14.15 | 28,217 | 84.38 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 2,422 | 1.04 | 330 | 63.37 | ||||
| 2025-07-14 | 13F | 巴林金融有限责任公司 | 2,443 | 2.69 | 333 | 66.50 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 3,742 | 2.24 | 510 | 65.58 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 73,580 | 12.74 | 10,030 | 82.10 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 61,290 | 8,355 | ||||||
| 2025-07-09 | 13F | 发散规划有限责任公司 | 8,925 | 1,217 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 6,368 | 947.37 | 86,809 | 1,591.83 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 3,096 | 0.16 | 42,205 | 61.78 | |||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 4,083 | 13.32 | 0 | |||||
| 2025-07-09 | 13F | 肖尔点顾问有限责任公司 | 2,000 | 273 | ||||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 445,889 | 93.31 | 61 | 238.89 | ||||
| 2025-07-31 | 13F | 基石管理公司 | 2,067 | 282 | ||||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 2,146 | 293 | ||||||
| 2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 770,113 | 19.23 | 91,212 | 71.20 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 5,075 | 428 | ||||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 44,400 | 6.22 | 6,053 | 71.59 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 10,181 | 116.76 | 1,416 | 257.58 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 24,255 | 3,306 | ||||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 57,150 | 9.07 | 7,791 | 76.16 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 2,930 | 399 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 38,085 | 11.40 | 5,192 | 79.93 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 5,785 | 789 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 28,535 | 19.95 | 3,890 | 93.77 | ||||
| 2025-06-26 | NP | LFGCX - 阿贝特勋爵聚焦增长基金 C 类 | 30,923 | 1.32 | 3,663 | 45.49 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 20,590 | 58.85 | 2,713 | 146.64 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 817 | 0.25 | 111 | 63.24 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 30,410 | 34.24 | 4,145 | 116.90 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -12,091 | -17.55 | -1,593 | 27.95 | |||
| 2025-07-29 | 13F | 顶峰财富管理有限责任公司 | 38,804 | 2.56 | 5,290 | 65.64 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 21,125 | 2,880 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 351 | 11.43 | 48 | 80.77 | ||||
| 2025-08-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 22,822 | 24.36 | 3,111 | 100.97 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 1,660 | 226 | ||||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 1,784 | 243 | ||||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 652,294 | 15.03 | 88,921 | 85.79 | ||||
| 2025-07-22 | 13F | 遗产信托 | 3,047 | 1.06 | 415 | 63.39 | ||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 3,497 | 477 | ||||||
| 2025-04-23 | 13F | Eq 财富顾问有限公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 528,089 | 6.65 | 71,989 | 72.26 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 2,052 | 280 | ||||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 1,085,000 | 34.48 | 147,907 | 117.21 | |||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 71 | 26.79 | 10 | 125.00 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 565 | 8.03 | 77 | 75.00 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 1,426 | 72.43 | 194 | 181.16 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 49,523 | 69.88 | 6,751 | 174.39 | ||||
| 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 | 45,106 | 1,565.66 | 6,149 | 2,596.49 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | Put | 1,325,400 | 180,679 | |||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 8,224 | 24.34 | 1,121 | 100.90 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 350 | 40.00 | 50 | 117.39 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 31,508 | 3.08 | 4,295 | 66.54 | ||||
| 2025-08-05 | 13F | 连续财富顾问有限公司 | 1,729 | 236 | ||||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 20,525 | 13.25 | 2,798 | 82.93 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 2,529 | 345 | ||||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 7,991 | 221.70 | 1,089 | 421.05 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 3,045 | 10.17 | 415 | 78.11 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 36,225 | 4,938 | ||||||
| 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 | 207,357 | 5.79 | 28,267 | 70.86 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 6,090 | 830 | ||||||
| 2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 52,776 | 1.66 | 7 | 75.00 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 814 | 155.97 | 111 | 323.08 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 24,593 | 15.43 | 3,353 | 86.43 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 1,721 | 235 | ||||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 4,458 | 1.50 | 608 | 56.44 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 746,990 | 131.27 | 101,830 | 273.55 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 208,695 | 5.53 | 28,449 | 70.45 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 1,300 | 171 | ||||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | Put | 6,900 | 941 | |||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 3,932 | 536 | ||||||
| 2025-08-14 | 13F | 堡垒投资集团有限责任公司 | 10,000 | 1,363 | ||||||
| 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 | 24,729 | 50.99 | 2,929 | 116.73 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 822 | 996.00 | 112 | 1,766.67 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 229 | 12.25 | 31 | 82.35 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 642,391 | 3.24 | 87,571 | 66.76 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,823 | 25.63 | 385 | 103.17 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 2,538 | 43.23 | 346 | 131.54 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 127,395 | 23.55 | 17,367 | 99.56 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 2,200 | 300 | ||||||
| 2025-07-09 | 13F | 市场街财富管理顾问有限公司 | 1,480 | 202 | ||||||
| 2025-04-30 | 13F | 索福斯投资公司 | 1,694 | 143 | ||||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 218,500 | 12.63 | 29,786 | 81.92 | |||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 258 | 13.16 | 35 | 84.21 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,647 | 9.53 | 2,194 | 70.00 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 556,128 | 85.79 | 75,811 | 200.09 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 899,307 | 149.52 | 122,594 | 303.03 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 1,957,400 | 2,618.61 | 266,833 | 4,291.57 | |||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 221,310 | 42.93 | 30 | 130.77 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 3,800 | 8.57 | 518 | 75.59 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 138,492 | 11.21 | 18,250 | 72.59 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 2,657 | 2.35 | 362 | 65.30 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 12,078 | 23.08 | 1,646 | 98.79 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 1,751 | 239 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 355,639 | 1.80 | 48,481 | 64.43 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 8,261,216 | 7.71 | 1,126,169 | 73.97 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 5,045 | 0.94 | 688 | 63.18 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 55,000 | 0.55 | 7,498 | 62.41 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 142,015 | 19 | ||||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 90,172 | 4.25 | 12,292 | 68.38 | ||||
| 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 | 2,444,296 | 10.88 | 289,502 | 59.20 | ||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 230,237 | 1.53 | 27,269 | 45.78 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 363,968 | 8.19 | 49,616 | 74.75 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 230 | 31 | ||||||
| 2025-08-08 | 13F | 王财富 | 40,456 | 48.83 | 6 | 150.00 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 7,415 | 22.26 | 1,011 | 97.65 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 87,024 | 2.17 | 10,307 | 46.70 | ||||
| 2025-08-13 | 13F | 尊贵退休有限公司 | 1,645 | 224 | ||||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 5,232 | 2.07 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 83,273 | 17.47 | 11,352 | 29.39 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,800 | 1,336 | ||||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 1,799 | 245 | ||||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 13,391 | 1,825 | ||||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 21,246 | 22,031.25 | 2,516 | 35,842.86 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 6,188 | 3.37 | 844 | 66.93 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 2,193 | 299 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,008,184 | 0.60 | 137,436 | 62.49 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 3,549 | 32.28 | 484 | 113.72 | ||||
| 2025-07-07 | 13F | Modus 顾问有限责任公司 | 23,979 | 14.43 | 3,269 | 84.84 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 346,675 | 79.34 | 47 | 193.75 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 13,534 | 0.81 | 1,845 | 62.75 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 24,238 | 17.93 | 3,304 | 90.54 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 341,074 | 79.16 | 46,495 | 189.38 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 35,081 | 12.34 | 4,782 | 96.55 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 10,275 | 33.84 | 1,217 | 92.10 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 3,545 | 8.51 | 483 | 75.64 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 5,786 | 0.03 | 789 | 61.48 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 794 | 98.50 | 105 | 215.15 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 1,540,600 | 30.18 | 210,015 | 110.27 | |||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 1,347,852 | 2.29 | 183,739 | 65.22 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 22,489 | 103.12 | 3,066 | 228.16 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 41,400 | 2.86 | 5,644 | 66.12 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 113,208 | 36.93 | 15,433 | 121.18 | ||||
| 2025-07-16 | 13F | 老虎橡树管理有限公司 | 4,549 | 0.22 | 620 | 61.88 | ||||
| 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 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 177 | 14.19 | 23 | 76.92 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 27,668 | 2.84 | 3,772 | 66.12 | ||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 0 | -100.00 | ||||||
| 2025-07-23 | 13F | 马蒂斯资本 | 4,600 | 15.00 | 627 | 86.05 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 50 | 7 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 180,274 | 0.92 | 24,575 | 63.01 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 80,612 | 41.32 | 10,989 | 128.27 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 265 | 5.16 | 36 | 71.43 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 40 | 60.00 | 5 | 150.00 | ||||
| 2025-08-07 | 13F | 索林达资本管理有限公司 | 1,563 | 213 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 31,800 | 1,573.68 | 4,335 | 2,608.75 | |||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,700 | 232 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 2,752 | 25.26 | 375 | 102.70 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 6,088 | 10.71 | 830 | 78.66 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 34,600 | 496.55 | 4,717 | 864.42 | |||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 8,557 | 1,166 | ||||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 2,202 | 300 | ||||||
| 2025-08-13 | 13F | RPg 家庭财富咨询有限责任公司 | 42,418 | 11.18 | 5,782 | 79.57 | ||||
| 2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 2,506 | 342 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 16,260 | 21.69 | 2,217 | 96.63 | ||||
| 2025-05-15 | 13F | IronBridge 私人财富有限责任公司 | 25,596 | 2,160 | ||||||
| 2025-07-23 | 13F | 元素财富有限责任公司 | 5,817 | 48.24 | 793 | 139.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 5,968 | 4.08 | 814 | 68.32 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 217,749 | 13.09 | 29,684 | 82.66 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,200 | 140.00 | 158 | 276.19 | ||||
| 2025-08-05 | 13F | 贤者资本管理有限责任公司 | 2,200 | 300 | ||||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 27,874 | 10.69 | 3,673 | 71.80 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 7,337 | 869 | ||||||
| 2025-07-17 | 13F | 最前线财富管理公司 | 1,660 | 226 | ||||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 28,701 | 13.52 | 4,552 | 113.41 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 33,684 | 10.32 | 4,598 | 78.42 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 456,439 | 3.62 | 62,222 | 67.37 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 3,060 | 417 | ||||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 1,091 | 5.41 | 149 | 70.11 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 3,675 | 501 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 8,778,147 | 28.82 | 1,196,637 | 108.07 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 3,822 | 43.09 | 547 | 143.11 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 236,639 | 2.49 | 32,259 | 65.54 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 | 8,203 | 85.84 | 1,118 | 200.54 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 1,695 | 231 | ||||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 43,086 | 24.61 | 5,873 | 101.27 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 81,875 | 9.38 | 11,161 | 76.68 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 7,412 | 2.74 | 1,010 | 66.12 | ||||
| 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) | 6,195 | 25.46 | 845 | 102.88 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 51,251 | 26.15 | 7 | 100.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 24,623 | 31.71 | 3,357 | 112.81 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 194,628 | 7.40 | 26,532 | 73.46 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 1,065 | 238.10 | 145 | 457.69 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 26,321 | 89.50 | 3,588 | 206.14 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 43,977 | 9.54 | 7,896 | 74.40 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 191,386 | 4.67 | 26,090 | 69.06 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 137 | 174.00 | 19 | 350.00 | ||||
| 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 | 538,295 | 2.38 | 70,937 | 58.87 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 79,679 | 1.45 | 10,862 | 63.84 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 339,323 | 19.39 | 46 | 100.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 89,956 | 1.83 | 12,263 | 64.46 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,782 | 18.64 | 211 | 71.54 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 758 | 3.13 | 103 | 66.13 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 2,800 | 111.32 | 382 | 243.24 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 687,957 | 4.02 | 93,782 | 68.01 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 1 | 0 | ||||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 8,421 | 997 | ||||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 25,419 | 3,465 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 566,060 | 27.08 | 77,165 | 105.26 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 6,346 | 4.65 | 865 | 69.28 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 10,575 | 24.13 | 1,442 | 100.70 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 4,087 | 52.96 | 557 | 147.56 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 9,672 | 65.47 | 1,318 | 167.34 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 5,840 | 23.39 | 796 | 99.50 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 1,674 | 228 | ||||||
| 2025-08-13 | 13F | 首都国际有限公司 | 144,002 | 5.15 | 19,630 | 69.84 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 194,550 | 8.07 | 23,043 | 55.16 | ||||
| 2025-08-14 | 13F | 离子资本管理有限公司 | 3,834 | 2.68 | 523 | 65.71 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 137 | 19 | ||||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 87,929 | 170.70 | 11,986 | 337.29 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 4,396 | 332 | ||||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,800 | 3,926 | ||||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 21,115 | 373.01 | 2,501 | 579.35 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 86 | 12 | ||||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 12,211 | 0.25 | 1,665 | 62.03 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 1,322 | 180 | ||||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 9,030 | 12.88 | 1,231 | 82.22 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 86 | 244.00 | 12 | 450.00 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 23,400 | 6.14 | 3,190 | 71.45 | ||||
| 2025-08-12 | 13F | 克利尔沃特资本顾问有限公司 | 7,256 | 19.48 | 989 | 93.16 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 1,783 | 243 | ||||||
| 2025-08-08 | 13F | 创意策划 | 484,616 | 10.66 | 66,063 | 78.73 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 16,766 | 11.58 | 2,209 | 73.12 | ||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 1,800 | 245 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | Put | 2,577 | 111.23 | 188 | 80.77 | |||
| 2025-08-07 | 13F | 拉弗投资公司 | 39,463 | 207.90 | 5,380 | 397.59 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 20,398 | 82.37 | 2,781 | 194.49 | ||||
| 2025-09-04 | 13F | 灯塔资本管理公司 | 300 | 41 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 53,836 | 4.87 | 6,376 | 50.59 | ||||
| 2025-08-06 | 13F | 福布斯财务规划公司 | 2,465 | 336 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 1,682,639 | 6.06 | 229,377 | 71.30 | ||||
| 2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 11,653 | 48.83 | 1,589 | 168.24 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 18,776 | 17.80 | 2,560 | 90.26 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 9,383 | 1,279 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,343,277 | 34.83 | 183,116 | 117.77 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 13,091 | 13.34 | 1,785 | 83.16 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 23,904 | 19.07 | 3,259 | 37.64 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 45,300 | 5,365 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | Call | 2,400 | 140.00 | 327 | 179.49 | |||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 34,292 | 10.49 | 4,675 | 78.47 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 176 | 9.32 | 24 | 76.92 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 5 | 1 | ||||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 1,091,222 | 3.14 | 143,801 | 60.05 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 85,168 | 2.99 | 11,610 | 66.36 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 1,000 | 1.21 | 136 | 63.86 | ||||
| 2025-07-17 | 13F | 峰会金融策略公司 | 1,870 | 255 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 144,488 | 85.55 | 19,697 | 199.70 | ||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 5,095 | 97.48 | 695 | 219.82 | ||||
| 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 | 6,155 | 839 | ||||||
| 2025-08-04 | 13F | 大陆投资者服务公司 | 4,118 | 1.50 | 561 | 64.04 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 610 | 83 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 305 | 36 | ||||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 1,847 | 252 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 2,548 | 245.73 | 0 | |||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 44,850 | 18,904.24 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 230,090 | 32.86 | 31,366 | 114.59 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Put | 68 | -19.05 | |||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 59,057 | 1.82 | 8,051 | 64.45 | ||||
| 2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 13,024 | 1.58 | 1,716 | 57.72 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Put | 1,800 | 216 | |||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 136 | 61.90 | |||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 1,011,911 | 2.60 | 137,944 | 65.71 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 46,272 | 26.60 | 6,308 | 104.51 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 22,789 | 3,107 | ||||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 30,829 | 0.21 | 4,203 | 61.86 | ||||
| 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 | 4,541,569 | 0.70 | 537,903 | 44.58 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,311 | 0.77 | 2,761 | 44.65 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 66,312 | 23.52 | 9,040 | 99.49 | ||||
| 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 | 392,428 | 5.40 | 53,496 | 70.24 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 449,960 | 12.39 | 61,339 | 81.53 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 66,126 | 12.85 | 9,014 | 82.29 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 899,716 | 3.85 | 122,649 | 67.73 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 73,151 | 0.75 | 9,972 | 62.74 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 5,626 | 767 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 2,817,684 | 4.56 | 384,107 | 68.88 | |||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 68,759 | 6.56 | 9,061 | 65.38 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 2,151 | 38.24 | 283 | 114.39 | ||||
| 2025-07-24 | 13F | 东方银行 | 3,344 | 11.24 | 456 | 79.84 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 6,920 | 1.91 | 943 | 64.57 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 7,575 | 15.24 | 1,033 | 86.28 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 1,830 | 249 | ||||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,798,974 | 15.25 | 381,573 | 83.81 | ||||
| 2025-06-26 | NP | USNQX - 纳斯达克 100 指数基金 | 997,518 | 2.29 | 118,146 | 46.87 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 3,244 | 442 | ||||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 530,901 | 2.14 | 62,880 | 46.65 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 6,323 | 21.60 | 862 | 96.58 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 33,606 | 2.94 | 4,429 | 59.74 | ||||
| 2025-07-24 | 13F | 李氏金融公司 | 2,438 | 332 | ||||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 7,387 | 1.00 | 1,007 | 63.05 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 987,435 | 13.37 | 134,607 | 83.11 | ||||
| 2025-08-13 | 13F | 资本财富有限公司 | 2,271 | 310 | ||||||
| 2025-07-30 | 13F | 杜普雷金融集团有限责任公司 | 19,857 | 2,707 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 418,471 | 3,867.30 | 57,046 | 6,309.55 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 932,178 | 10.98 | 127,075 | 79.26 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 885 | 22.07 | 121 | 96.72 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 3,074 | 419 | ||||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 21,427 | 1.81 | 2,921 | 64.41 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 12,957 | 40.23 | 1,766 | 126.70 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 978,320 | 76.28 | 133 | 189.13 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 6,570 | 16.59 | 896 | 88.42 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 3,092 | 219.09 | 422 | 419.75 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 30,754 | 28.93 | 4,192 | 108.25 | ||||
| 2025-06-27 | NP | PLTU - Direxion 每日 PLTR 牛市 2 倍股票 | 362,310 | 655.21 | 42,912 | 984.43 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 10,799 | 2.03 | 1,472 | 64.84 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 4,021 | 21.92 | 548 | 97.12 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 388,052 | 52,899 | ||||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 2,508,664 | 0.29 | 341,981 | 61.99 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 2,793 | 381 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级 | 9,084 | 1,076 | ||||||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | 75,175 | 0.92 | 10,248 | 63.01 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 1,672 | 228 | ||||||
| 2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 7,310 | 67.01 | 996 | 169.92 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 17,468 | 2,380 | ||||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 1,632 | 222 | ||||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 3,886 | 7.94 | 530 | 74.59 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 1,144 | 3.81 | 156 | 66.67 | ||||
| 2025-08-28 | 13F | 斯塔克财富管理有限责任公司 | 4,285 | 584 | ||||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 243,908 | 2.33 | 33,250 | 65.29 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 73,142 | 2.92 | 9,971 | 66.22 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 30,961 | 27.99 | 4,221 | 106.76 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 2,396 | 41.19 | 198 | 181.43 | ||||
| 2025-08-07 | 13F | Apeiron RIA 有限责任公司 | 3,409 | 5.12 | 465 | 69.96 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 6,309,527 | 55.31 | 860,115 | 150.85 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 164,842 | 22 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 27,754,300 | 9.36 | 3,783,466 | 76.63 | |||
| 2025-08-25 | NP | ADOIX - AXS 动态机会基金 I 类股票 | 19,480 | 2,656 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 29,311,900 | 29.72 | 3,995,798 | 109.51 | |||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 1,877 | 256 | ||||||
| 2025-09-05 | 13F/A | 普罗斯佩拉资本管理有限公司 | 5,680 | 0.83 | 774 | 62.95 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 368 | 44 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 516,172 | 44.89 | 70,365 | 134.02 | ||||
| 2025-08-13 | 13F | Saiph资本有限责任公司 | 7,299 | 29.30 | 995 | 109.03 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 252,774 | 76.34 | 33,311 | 173.66 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 30,392 | 75.24 | 4,143 | 183.19 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 10,398 | 3.11 | 1,417 | 66.51 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 17,517 | 83.42 | 2,388 | 196.15 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 30,043 | 3.06 | 4,095 | 66.46 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | Short | -33,299 | -3,944 | |||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 6,917 | 2.84 | 943 | 66.14 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 263,013 | 8.67 | 35,854 | 75.52 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 70,220 | 7.32 | 9,572 | 73.34 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 2,268 | 309 | ||||||
| 2025-05-20 | 13F | 蓝岩财富管理有限公司 | 29,600 | 33.63 | 2,498 | 49.13 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 2,028 | 63.68 | 276 | 165.38 | ||||
| 2025-07-25 | 13F | 退休计划集团有限责任公司/纽约 | 1,692 | 231 | ||||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 150,046 | 308.12 | 20,454 | 559.38 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 1,948,200 | 4.22 | 265,579 | 68.33 | ||||
| 2025-07-15 | 13F | 萨拉湾金融公司 | 2,000 | 273 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | 40,195 | 5,479 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 9,309 | 7.37 | 1,103 | 54.13 | ||||
| 2025-06-26 | 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 | 10,302 | 1,220 | ||||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 5,556 | 121.62 | 757 | 258.77 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 5,619 | 38.06 | 766 | 123.03 | ||||
| 2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 1,717 | 74.14 | 234 | 216.22 | ||||
| 2025-09-04 | 13F | VM 曼宁公司 | 4,004 | 627 | ||||||
| 2025-07-14 | 13F | Capital CS 集团有限责任公司 | 3,856 | 526 | ||||||
| 2025-08-13 | 13F | Ofc 财务规划有限责任公司 | 2,105 | 287 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 52,000 | 7,089 | |||||
| 2025-07-14 | 13F | Capital CS 集团有限责任公司 | Put | 51,600 | 321 | |||||
| 2025-07-28 | 13F | 纳德勒金融集团公司 | 2,128 | 290 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 4,500 | 613 | |||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 3,324 | 27.21 | 0 | |||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 4,495 | 532 | ||||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 245,629 | 32.97 | 33,484 | 114.76 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 8,344 | 69.73 | 1,137 | 174.64 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 17,770 | 2,105 | ||||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 51,360 | 98.07 | 7,001 | 219.97 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 6,668 | 0.32 | 909 | 61.85 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 13,141 | 4.04 | 1,791 | 68.01 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 7,389 | 7.57 | 1,007 | 73.92 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 19,140 | 10.60 | 2,609 | 78.70 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级 | 272,072 | 32,224 | ||||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 392 | 7.69 | 53 | 76.67 | ||||
| 2025-08-13 | 13F | 主动财富策略有限责任公司 | 4,375 | 1.74 | 1 | |||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 4,860 | 576 | ||||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 228,210 | 32.29 | 30,074 | 105.29 | ||||
| 2025-07-15 | 13F | StoneCrest 财富管理公司 | 9,848 | 5.03 | 1,342 | 69.66 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 343,211 | 20.97 | 46,787 | 95.39 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 30,200 | 1.38 | 3,577 | 45.54 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 5,965 | 126.81 | 706 | 226.85 | ||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 117,175 | 20.92 | 21,827 | 166.77 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 46,339 | 5.17 | 6,107 | 63.22 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 9,255 | 1,262 | ||||||
| 2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 11,908 | 35.29 | 1,623 | 118.73 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 314,172 | 115.26 | 43 | 250.00 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 1,777 | 125.22 | 242 | 266.67 | ||||
| 2025-08-14 | 13F | 布拉姆斯希尔投资有限责任公司 | 2,212 | 302 | ||||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 600 | 20.00 | 0 | |||||
| 2025-08-13 | 13F | 裸金融服务公司 | 101 | 260.71 | 14 | 550.00 | ||||
| 2025-06-27 | NP | TMAT - 主要主题创新ETF | 52,056 | 1.40 | 6,166 | 45.61 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 41,490 | 5.64 | 5,656 | 70.64 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 4,646 | 550 | ||||||
| 2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 1,645 | 224 | ||||||
| 2025-08-26 | NP | QCGRRX - R1 级增长账户 | 768,035 | 104,699 | ||||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 4,614,522 | 68.98 | 629,052 | 172.93 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 3,709 | 22.41 | 506 | 98.04 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 5,641 | 4.12 | 769 | 68.27 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 3,294 | 449 | ||||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 6,825 | 4.60 | 930 | 69.09 | ||||
| 2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 1,993 | 272 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 1,418,541 | 5.55 | 193,008 | 70.16 | ||||
| 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 | 2,120 | 19.57 | 251 | 71.92 | ||||
| 2025-08-08 | 13F | 第1776章 | 140,569 | 4.36 | 19,162 | 68.56 | ||||
| 2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 464,636 | 1.61 | 61,230 | 57.68 | ||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 27,849 | 36.06 | 3,796 | 119.80 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 58,400 | 37.74 | 7,961 | 122.50 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 4,850 | 63.30 | 661 | 164.40 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 40,702 | 17.32 | 5,548 | 89.48 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 20,751 | 6.41 | 2,829 | 71.91 | ||||
| 2025-07-21 | 13F | 毛巾有限公司 | 11,415 | 1.31 | 1,556 | 63.79 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 214,709 | 313.41 | 29,269 | 567.78 | ||||
| 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 | 6,178 | 21.47 | 732 | 74.46 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,000 | 17,659 | ||||||
| 2025-07-11 | 13F | BDF-管理 | 32,345 | 4,409 | ||||||
| 2025-08-14 | 13F | 毕宿五金融公司 | 2,135 | 291 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 220,964 | 1.91 | 23,119 | 40.93 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 10,164 | 1,386 | ||||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 16,783 | 556.61 | 2,288 | 963.72 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions 有限责任公司 | 23,573 | 3,213 | ||||||
| 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 | 8,089 | 16.71 | 1,103 | 88.70 | ||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 13,245 | 5.69 | 1,806 | 70.77 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 5,390 | 6.52 | 735 | 71.90 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 2,077 | 29.25 | 283 | 109.63 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 142,649 | 2.93 | 19,446 | 66.25 | ||||
| 2025-08-15 | 13F | 高瀑布顾问公司 | 3,825 | 521 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 13,901 | 1,895 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 430,190 | 4.75 | 58,643 | 69.19 | ||||
| 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 | 3,160 | 24.65 | 374 | 78.95 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 462,400 | 9,148.00 | 63,034 | 14,836.97 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 24,106 | 8.36 | 3,286 | 75.07 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 231,079 | 31,501 | ||||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 466,453 | 4.11 | 63,587 | 68.15 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 359,761 | 113.31 | 47,409 | 231.02 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 72,957 | 48.30 | 9,945 | 139.52 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,679 | 365 | ||||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 5,218 | 15.44 | 711 | 86.61 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 800 | 357.14 | 109 | 678.57 | ||||
| 2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 918,600 | 108,799 | ||||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 4,661 | 635 | ||||||
| 2025-07-22 | 13F | 威尔斯特雷卡索金融集团有限责任公司 | 1,750 | 239 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 31,432 | 23.68 | 4 | 100.00 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 13,037,258 | 3.17 | 1,777,239 | 66.64 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 1,816 | 248 | ||||||
| 2025-07-18 | NP | MAIPX - MAI 机构管理波动基金 | 556 | 73 | ||||||
| 2025-07-14 | 13F | 艾金融服务有限公司 | 2,000 | 273 | ||||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 288,800 | 1.30 | 39,369 | 63.61 | ||||
| 2025-08-05 | 13F | 贝克曼机构有限责任公司 | 2,026 | 0 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 58,907 | 3.65 | 8,030 | 67.41 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 52,161 | 17.57 | 7,111 | 89.90 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | Put | 1,099 | 503 | |||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 4,578 | 41.47 | 624 | 128.57 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 7,525 | 5.29 | 1,026 | 69.98 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 137,472 | 3.50 | 18,740 | 67.17 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 447,187 | 2.69 | 58,930 | 59.36 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 7,597 | 39.68 | 1,036 | 125.49 | ||||
| 2025-07-29 | 13F | 佳能全球投资管理有限公司 | 2,400 | 327 | ||||||
| 2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 13,904 | 1,895 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 20,585,256 | 15.99 | 2,806,182 | 87.35 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 7,195 | 981 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 27,874 | 26.27 | 3,800 | 98.59 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 130,900 | 35.51 | 17,844 | 118.86 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 248,767 | 0.54 | 34,014 | 62.56 | ||||
| 2025-08-06 | 13F | 南州公司 | 8,694 | 21.34 | 1,185 | 96.19 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 5,457 | 217.82 | 744 | 415.97 | ||||
| 2025-05-14 | 13F | 蒙特利私人财富公司 | 2,692 | 227 | ||||||
| 2025-08-05 | 13F | 财务意识顾问公司 | 38,375 | 2.81 | 5,231 | 66.06 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 1,133,721 | 6.46 | 134,278 | 52.85 | ||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 14,327 | 1,953 | ||||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 79,689 | 18.51 | 10,863 | 91.42 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 26,068 | 44.93 | 3,554 | 134.06 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 101,646 | 27.13 | 13,856 | 105.33 | ||||
| 2025-06-27 | NP | CAGEX - Calamos 全球股票基金 A 类 | 32,860 | 3,892 | ||||||
| 2025-07-16 | 13F | 诺维姆集团 | Call | 2,000 | 100.00 | 273 | 223.81 | |||
| 2025-07-15 | 13F | Surience 私人财富有限公司 | 18,386 | 258.54 | 2,506 | 480.09 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 17,476 | 7.04 | 2,382 | 72.98 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 43 | 186.67 | 6 | 400.00 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 1,871 | 255 | ||||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 13,180 | 21.25 | 1,798 | 94.90 | ||||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 300 | 41 | ||||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 4,387 | 9.68 | 598 | 77.45 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 14,317 | 334.51 | 1,952 | 601.80 | ||||
| 2025-08-13 | 13F | 枫叶资本有限公司 | 91,000 | 133.34 | 12,405 | 276.94 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 10,886 | 30.76 | 1,484 | 111.25 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,456 | 471 | ||||||
| 2025-07-22 | 13F | 一财富管理投资与咨询服务有限责任公司 | 4,142 | 1.15 | 565 | 63.48 | ||||
| 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 | 251,007 | 7.48 | 33,078 | 66.79 | ||||
| 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 | 80,431 | 5.63 | 10,964 | 70.62 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 52,676 | 10.57 | 7,181 | 78.52 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 707,108 | 77.32 | 96,393 | 189.70 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 104,429 | 51.54 | 14,236 | 144.76 | ||||
| 2025-08-14 | 13F | 阿尔派全球管理有限责任公司 | 2,730 | 372 | ||||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 10,083 | 50.36 | 1,375 | 143.19 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 65,936 | 0.87 | 8,988 | 62.91 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 5,400 | 125.00 | 736 | 264.36 | ||||
| 2025-07-15 | 13F | 马丁资本顾问有限公司 | 2,988 | 22.56 | 407 | 98.54 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 341,725 | 1,148.77 | 46,584 | 1,917.45 | ||||
| 2025-07-10 | 13F | 美国财务顾问有限责任公司 | 2,729 | 372 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 4,775 | 0.74 | 651 | 81.56 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 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 | 109,503 | 3.43 | 14,927 | 67.06 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 6,673 | 55.04 | 910 | 150.41 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 132,235 | 0.25 | 15,662 | 43.93 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 17,865 | 38.06 | 2,116 | 98.22 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 1,168,559 | 14.97 | 159,298 | 85.70 | ||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 4,949 | 2.06 | 675 | 64.79 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 2,754 | 375 | ||||||
| 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 | 936,686 | 1.34 | 110,941 | 45.50 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 1,700 | 232 | ||||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 1,570 | 214 | ||||||
| 2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 2,294 | 272 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 4,277 | 4.50 | 583 | 68.99 | ||||
| 2025-08-28 | NP | ALVOX - 阿尔杰资本增值投资组合 S 级 | 5,765 | 61.03 | 786 | 159.93 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,102 | 12.50 | 10,790 | 61.55 | ||||
| 2025-07-14 | 13F | 霍伊投资公司 | Call | 682 | 24.27 | |||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 2,940 | 401 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 36,943 | 0.34 | 5,382 | 74.54 | ||||
| 2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 13,780 | 8.76 | 1,878 | 75.68 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 876 | 43,700.00 | 119 | |||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 2,750 | 375 | ||||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 2,424 | 0.12 | 330 | 61.76 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 2,612 | 356 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 75,535 | 6.64 | 10,297 | 72.23 | ||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 1,941 | 27.87 | 265 | 106.25 | ||||
| 2025-07-21 | 13F | 华盛顿增长战略有限责任公司 | 2,748 | 3,171.43 | 0 | |||||
| 2025-03-31 | 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 | 21,900 | 1,807 | ||||||
| 2025-07-15 | 13F | 克里斯滕森·金与合伙人投资服务公司 | 5,477 | 1.33 | 747 | 43.19 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 1,717 | 234 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 96,227 | 1.53 | 13,118 | 64.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 1,789 | 244 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 731,400 | 43.92 | 100 | 135.71 | |||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 88,000 | 118.28 | 24,068 | -4.83 | |||
| 2025-07-30 | 13F | 福格尔资本管理公司 | 2,216 | 302 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 9,895,058 | 17.90 | 1,349 | 90.40 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 37,682 | 28.84 | 5,137 | 108.10 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | Call | 100 | 14 | |||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 9,557 | 120.16 | 1,303 | 255.74 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 3,714 | 506 | ||||||
| 2025-07-22 | 13F | FFG 合作伙伴有限责任公司 | 159,443 | 0.78 | 21,735 | 62.78 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 177,634 | 24.89 | 24,215 | 101.73 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 10,500 | 1,431 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 11,900 | 11,800.00 | 1,622 | 20,175.00 | |||
| 2025-08-14 | 13F | USS投资管理有限公司 | 332,008 | 4.61 | 45,266 | 69.01 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 26,928 | 11.95 | 3,671 | 80.79 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 31,611 | 1,659.10 | 4,309 | |||||
| 2025-08-08 | 13F | 财富联盟 | 7,581 | 22.95 | 1,033 | 98.65 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 3,182 | 14.09 | 434 | 84.26 | ||||
| 2025-08-13 | 13F | M 控股证券公司 | 39,004 | 58.53 | 5 | 150.00 | ||||
| 2025-08-12 | 13F | Lionshead 财富管理有限公司 | 13,074 | 0.63 | 1,782 | 62.59 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 3,201 | 436 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 380,336 | 87.94 | 51,847 | 203.57 | ||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -198,423 | -5.63 | -23,501 | 35.50 | |||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 2,890 | 71.01 | 394 | 176.76 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 5,465 | 9.48 | 745 | 76.72 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 44,979 | 0.41 | 5,927 | 55.81 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 6,546 | 20.22 | 892 | 94.34 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 683,919 | 0.33 | 93,232 | 62.06 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | Put | 700 | 250.00 | 2 | -60.00 | |||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 121,674 | 2.21 | 16,587 | 79.00 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 128,337 | 2.61 | 17,495 | 65.73 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 1,991 | 271 | ||||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 8,397 | 0.60 | 1,548 | 58.12 | ||||
| 2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 1,510 | 206 | ||||||
| 2025-08-13 | 13F | 北方信托公司 | 20,319,224 | 3.92 | 2,769,917 | 67.84 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 35,524 | 2.54 | 4,843 | 65.60 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | Call | 1,000 | 34 | |||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 18,428 | 3.51 | 2,512 | 67.24 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 1,830 | 249 | ||||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 655 | 78 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,184,421 | 6.71 | 163,906 | 77.62 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 300 | 200.00 | 41 | 400.00 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 4,205 | 13.62 | 573 | 83.65 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 17,191 | 5.44 | 2,343 | 70.28 | ||||
| 2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 2,998 | 2.88 | 409 | 66.53 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 19,453 | 28.46 | 2,652 | 107.43 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 6,886 | 5.26 | 939 | 69.93 | ||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 21,690 | 57.22 | 2,957 | 153.95 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 3,149 | 429 | ||||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 12,435 | 2.27 | 1,695 | 65.20 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 12,520 | 3.46 | 1,707 | 67.09 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 20,025 | 1.43 | 2,639 | 57.40 | ||||
| 2025-07-30 | 13F/A | Alpha 财富基金有限责任公司 | 12,556 | 0.33 | 1,712 | 62.03 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 2,654 | 347 | ||||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 12,129 | 40.32 | 1,653 | 126.75 | ||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 52,000 | 30.00 | 7,089 | 109.95 | ||||
| 2025-08-06 | 13F | 马斯卡尼财富管理有限公司 | 10,924 | 2.58 | 1,489 | 65.81 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 41,814 | 10.98 | 5,700 | 79.30 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 32,739 | 16.65 | 3,878 | 67.47 | ||||
| 2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 28,770 | 16.25 | 3,922 | 87.79 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 20,905 | 79.57 | 2,850 | 190.12 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 16,679 | 7.27 | 2,274 | 73.25 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 103,769 | 128,009.88 | 14,146 | 235,650.00 | ||||
| 2025-08-13 | 13F | 参议员投资集团有限合伙人 | 12,000 | 7.09 | 1,636 | 73.02 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 4,240 | 4.43 | 578 | 68.71 | ||||
| 2025-08-07 | 13F | 全景投资顾问有限公司 | 1,937 | 264 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 521,691 | 11.29 | 71,117 | 79.75 | ||||
| 2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 5,454 | 743 | ||||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 67,000 | 13.34 | 9,133 | 83.06 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 7,127,006 | 10.94 | 971,384 | 79.15 | ||||
| 2025-08-14 | 13F | 维度资本管理有限公司 | 11,627 | 43.95 | 1,585 | 132.60 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 34,515 | 16.02 | 4,705 | 87.45 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 87,774 | 199.00 | 12 | 450.00 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 11,532 | 1,572 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,344 | 12.82 | 456 | 82.00 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 470 | 64 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 699,763 | 7.18 | 94,790 | 71.57 | ||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 1,720 | 235 | ||||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND 投资者份额 | 45,506 | 4.50 | 5,997 | 62.19 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 3,341 | 34.12 | 455 | 116.67 | ||||
| 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 | 614,436 | 0.42 | 72,774 | 44.19 | ||||
| 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 | 3,157,821 | 6.93 | 416,138 | 65.94 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 3,515 | 1.30 | 479 | 64.04 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 20,021 | 35.56 | 1,690 | 51.34 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 310 | 42 | ||||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 18,762 | 268.32 | 2,558 | 496.04 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,852 | 7,886 | ||||||
| 2025-08-12 | 13F | 集中财富管理 | 1,737 | 237 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 80,630 | 8.51 | 10,991 | 75.27 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 240 | 18.23 | 33 | 88.24 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 145,787 | 16.58 | 19,874 | 88.30 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 3,400 | 11.04 | 463 | 79.46 | ||||
| 2025-07-31 | 13F | GenTrust 有限责任公司 | 46,315 | 0.28 | 6,314 | 61.95 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 183 | 25 | ||||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 136,574 | 25.22 | 18,618 | 102.25 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 1,766,938 | 5.63 | 240,869 | 70.61 | ||||
| 2025-06-27 | NP | CIGRX - Calamos 国际成长基金 A 类 | 28,150 | 3,334 | ||||||
| 2025-08-12 | 13F | 峰会全球投资 | 1,810 | 0 | ||||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 3,531 | 481 | ||||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 542,957 | 10.27 | 74,016 | 78.10 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 37,882 | 26.65 | 5,164 | 104.60 | ||||
| 2025-07-21 | 13F | 塞奇沃斯信托公司 | 12,902 | 25.97 | 1,759 | 103.47 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 21,295 | 1.28 | 2,806 | 42.36 | ||||
| 2025-08-13 | 13F | 挪威银行 | 24,262,451 | 3,307,457 | ||||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 31,109 | 0.01 | 4,241 | 61.52 | ||||
| 2025-07-11 | 13F | 谢尔顿财富管理有限公司 | Call | 1,000 | 136 | |||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 8,508 | 1,256.94 | 1,160 | 2,128.85 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 48,042 | 3.12 | 5,690 | 48.10 | ||||
| 2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 560 | 76 | ||||||
| 2025-07-30 | 13F | 道德公司 | 103,404 | 16.22 | 13,519 | 79.44 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 3,529 | 481 | ||||||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 9,119 | 33.73 | 1,243 | 115.80 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 7,256 | 13.89 | 989 | 84.17 | ||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 53,693 | 56.59 | 7,319 | 152.99 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 2,792 | 381 | ||||||
| 2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 5,200 | 616 | ||||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 371 | 18,450.00 | 51 | 85.19 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 2,699 | 368 | ||||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 91,954 | 1.51 | 12,535 | 63.96 | ||||
| 2025-08-14 | 13F | 无畏家族办公室有限责任公司 | 5,000 | 682 | ||||||
| 2025-08-11 | 13F | EMC资本管理公司 | 11,362 | 1.22 | 2 | |||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 4,729 | 17.34 | 645 | 89.41 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 17,909 | 1.68 | 2,441 | 64.27 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 16,180 | 159.63 | 2,206 | 320.00 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 21,367 | 5.15 | 2,913 | 69.80 | ||||
| 2025-06-26 | NP | SMDVX - 哈特福德施罗德美国中型股机会基金 A 级 | 84,347 | 9,990 | ||||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 7,900 | 8.10 | 1,077 | 74.68 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 1,473 | 201 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 1,206 | 2.64 | 164 | 65.66 | ||||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 2,020 | 275 | ||||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 3,382 | 6.22 | 461 | 72.01 | ||||
| 2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 22,000 | 147.19 | 2,999 | 299.33 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 4,723 | 644 | ||||||
| 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 | 124 | 22.77 | 15 | 75.00 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 5,675 | 672 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 530,876 | 6.56 | 72 | 71.43 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 3,911 | 533 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 453 | 16.15 | 78 | 100.00 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 211,428 | 9.11 | 28,822 | 76.23 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 183,793 | 4.40 | 25,055 | 68.61 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 27,136 | 12.85 | 3,548 | 71.85 | ||||
| 2025-08-28 | NP | Roundhill ETF 信托 - Roundhill PLTR WeeklyPay ETF | 92,994 | 660.56 | 12,677 | 1,129.49 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,644 | 185.64 | 876 | 344.16 | ||||
| 2025-08-14 | 13F | 威克资本合伙人有限责任公司 | 5,510 | 354 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 69,129,782 | 2.43 | 9,423,772 | 65.44 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 10,729 | 1.51 | 1,463 | 63.90 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 299,933 | 26.69 | 40,887 | 104.62 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 6,000 | 10.25 | 818 | 78.00 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 1,899 | 259 | ||||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 230 | 31 | ||||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 416,995 | 54,952 | ||||||
| 2025-07-15 | 13F | Avaii 财富管理有限公司 | 3,579 | 9.45 | 488 | 77.09 | ||||
| 2025-08-29 | NP | JLGAX - JAG大盘成长基金A类 | 3,916 | 534 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 56,283 | 7,672 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 11,721 | 11.40 | 1,598 | 79.84 | ||||
| 2025-07-09 | 13F | Mfg 财富管理有限公司 | 28,904 | 35.95 | 3,940 | 119.62 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 13,112 | 12.27 | 1,787 | 81.42 | ||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 318,946 | 28.00 | 37,776 | 83.79 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 15,436 | 139.47 | 2,104 | 286.76 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 27,147 | 134.92 | 3,701 | 279.49 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,136 | 79.18 | 155 | 190.57 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 5,140 | 42.82 | 701 | 131.02 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 150,144 | 11.28 | 19,786 | 72.69 | ||||
| 2025-08-13 | 13F | 交叉点金融有限公司 | 2,250 | 307 | ||||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 969,899 | 132,217 | ||||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | Put | 1,400,000 | 190,848 | |||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 32,681 | 3.03 | 2,758 | 14.96 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 1,777,902 | 5.80 | 242 | 71.63 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 14,876 | 0.81 | 2,028 | 62.81 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 15,603 | 17.72 | 2,127 | 90.25 | ||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | 1,018 | 139 | ||||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | Call | 150,000 | 20,448 | |||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 2,553 | 348 | ||||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 22,880 | 1.19 | 3,119 | 63.47 | ||||
| 2025-08-06 | 13F | DDFG 公司 | 2,059 | 281 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 41,337 | 76.99 | 5,635 | 185.90 | ||||
| 2025-08-14 | 13F | 索纳资产管理（美国）有限公司 | 35,000 | 4,771 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 175,667 | 24 | ||||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 2,609 | 356 | ||||||
| 2025-07-15 | 13F | 家庭投资中心有限公司 | 2,699 | 368 | ||||||
| 2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 23,139 | 208.89 | 3,154 | 399.05 | ||||
| 2025-08-14 | 13F | 萨瓦资本有限责任公司 | 20,000 | 2,726 | ||||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 9,090 | 63.43 | 1,239 | 164.18 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 3,964 | 38.94 | 540 | 125.00 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 1,303,588 | 3.97 | 177,705 | 65.09 | ||||
| 2025-07-31 | 13F | 达顿财富集团公司 | 2,978 | 406 | ||||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 3,905 | 532 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 160,500 | 380.54 | 21,879 | 676.40 | |||
| 2025-08-01 | 13F | 第一国民信托公司 | 20,517 | 10.21 | 2,797 | 77.98 | ||||
| 2025-07-31 | 13F | CAP 合作伙伴有限责任公司 | 1,648 | 225 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 4,083,231 | 94.13 | 556,626 | 213.56 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 8,991 | 13.82 | 1,226 | 83.93 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 5,431 | 118.38 | 740 | 254.07 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 7,166 | 12.28 | 977 | 81.41 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 361,136 | 2.00 | 42,773 | 46.45 | ||||
| 2025-07-23 | 13F | 马登证券公司 | 22,375 | 25.45 | 3,050 | 102.66 | ||||
| 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 | 1,092,335 | 1.56 | 148,907 | 64.03 | ||||
| 2025-08-04 | 13F | FRG 家族财富顾问有限责任公司 | 4,703 | 641 | ||||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 7,260 | 20.30 | 988 | 93.91 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 29,125 | 293.63 | 3,450 | 465.41 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 1,750 | 0 | ||||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 40,909 | 14.63 | 5,577 | 85.13 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone 财富管理集团 | 1,923 | 262 | ||||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 195 | 16 | ||||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 40,009 | 3.24 | 5,454 | 66.74 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 3,584 | 17.59 | 489 | 89.88 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 155,000 | 1,966.67 | 21,130 | 3,237.91 | ||||
| 2025-06-26 | NP | FEPI - REX FANG 与创新股票溢价收入 ETF | 277,995 | 11.07 | 32,926 | 59.47 | ||||
| 2025-07-31 | 13F | Topsail财富管理有限责任公司 | 2,096 | 286 | ||||||
| 2025-08-26 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 48,034 | 6,548 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 105,062 | 10.62 | 14,322 | 78.69 | ||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 64,921 | 69.84 | 8,850 | 174.33 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 2,665 | 15.12 | 363 | 86.15 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 45 | 6 | ||||||
| 2025-07-31 | 13F | R平方有限公司 | 14,464 | 1,972 | ||||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 15,558 | 14.18 | 2,121 | 84.35 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 917,739 | 9.70 | 125,106 | 77.18 | ||||
| 2025-06-25 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 6,000 | 711 | ||||||
| 2025-08-11 | 13F | 无畏财务规划集团有限责任公司 | 34,613 | 1.55 | 4,718 | 64.05 | ||||
| 2025-06-26 | NP | KCGIX - 哥伦布骑士大盘成长基金 I 股 | 13,943 | 1,651 | ||||||
| 2025-07-29 | 13F | 基础有限公司 | 3,254 | 444 | ||||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 258,923 | 30.99 | 35,296 | 111.58 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 460,103 | 27.84 | 60,154 | 94.69 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | Put | 42,900 | 5,848 | |||||
| 2025-07-17 | 13F | 克莱·诺瑟姆财富管理有限责任公司 | 12,967 | 8.67 | 1,768 | 75.47 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 2,105 | 287 | ||||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 15,859 | 836.19 | 2,162 | 1,421.83 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 1,577,688 | 6.40 | 215,070 | 71.86 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 452,066 | 4.50 | 61,639 | 69.14 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 4,850 | 661 | ||||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 43,923 | 14.17 | 5,202 | 63.95 | ||||
| 2025-08-13 | 13F | 全地形财务顾问有限责任公司 | 7,413 | 2.77 | 1,011 | 66.12 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 1,951 | 266 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 68 | 9 | ||||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 10,226 | 9.89 | 1,394 | 77.58 | ||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 46,002 | 1.11 | 6,271 | 63.32 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 117,590 | 5.72 | 16,030 | 70.74 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 415,753 | 19,273.39 | 56,675 | 166,591.18 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 24,554 | 13.25 | 3,347 | 82.90 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 9,531 | 29.09 | 1,299 | 108.51 | ||||
| 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 | 202 | 24 | ||||||
| 2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 81,905 | 9,701 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 2,292 | 312 | ||||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 2,800 | 154.55 | 369 | 295.70 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 42,138 | 5,744 | ||||||
| 2025-08-14 | 13F | 以色列第一国际银行有限公司 | 4,127 | 563 | ||||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 260 | 116.67 | 35 | 250.00 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 105,000 | 14,314 | ||||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 2,126 | 0 | ||||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 16,923 | 53.87 | 2,307 | 148.49 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 8,637 | 1,177 | ||||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 29,592 | 49.42 | 3,900 | 131.95 | ||||
| 2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 37,943 | 4.41 | 5,172 | 88.21 | ||||
| 2025-07-22 | NP | GGOIX - 高盛机构成长机会基金 | 489,769 | 3.24 | 64,542 | 60.21 | ||||
| 2025-08-07 | 13F | PFG顾问 | 19,071 | 4.36 | 2,600 | 68.55 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 54,077 | 16.56 | 7,372 | 88.28 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 11,110 | 32.80 | 1,515 | 114.45 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 4,513 | 1.08 | 615 | 63.56 | ||||
| 2025-07-15 | 13F | 频谱规划与咨询服务公司 | 1,533 | 209 | ||||||
| 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 | 378,992 | 9.52 | 51,664 | 76.89 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 330 | 5.10 | 45 | 69.23 | ||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 10,091 | 33.34 | 1,376 | 115.52 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 86,600 | 10.18 | 11,805 | 77.97 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 12,749 | 19.95 | 1,738 | 93.65 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 12,652 | 1,725 | ||||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 3,143 | 16.54 | 428 | 88.55 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 267 | 12.66 | 36 | 80.00 | ||||
| 2025-07-18 | 13F | 山猫投资咨询 | 4,055 | 0.75 | 553 | 62.83 | ||||
| 2025-07-31 | 13F | 洞察财富合作伙伴有限责任公司 | 3,229 | 24.86 | 440 | 101.83 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 32,948,594 | 5.53 | 4,491,553 | 70.45 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 6,029 | 822 | ||||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 308 | 6.94 | 42 | 70.83 | ||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 6,890 | 939 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 18,443 | 28.82 | 2,514 | 108.11 | ||||
| 2025-07-24 | NP | CMGIX - 贝莱德中盘成长股票投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,837,456 | 88.38 | 505,700 | 192.33 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,101,787 | 161.14 | 130,496 | 274.94 | ||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 1,055 | 125 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 16,518 | 18.38 | 3,088 | 90.74 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 3,139,480 | 40.68 | 427,974 | 127.23 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 3,079 | 5.55 | 420 | 70.33 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 4,506 | 0.16 | 614 | 62.01 | ||||
| 2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 3,010 | 2.73 | 410 | 65.99 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 8,142 | 49.31 | 1,138 | 122.50 | ||||
| 2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 8,295 | 1,131 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 7,967 | 8.66 | 1,086 | 75.73 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 92,107 | 2.19 | 12,556 | 80.17 | ||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 2,156 | 282 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 205,717,666 | 3.62 | 28,043,432 | 67.37 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 8,930 | 131.95 | 1,217 | 275.62 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 3,217 | 439 | ||||||
| 2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 1,612 | 220 | ||||||
| 2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 1,200,000 | 9.09 | 163,584 | 76.20 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 14,464 | 3.55 | 1,972 | 67.32 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 800 | 166.67 | 105 | 320.00 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 2,000 | 273 | ||||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 39,339 | 5.60 | 5,363 | 70.55 | ||||
| 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 | 46,690,357 | 0.81 | 6,364,829 | 62.82 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 22,536 | 2,970 | ||||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 15,364 | 0.44 | 2,359 | 32.70 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 46,319 | 8.55 | 6,314 | 75.34 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 6,484 | 3.63 | 768 | 48.64 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 142 | 19 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 537,000 | 4.23 | 73,204 | 68.35 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -2,314 | -57.28 | -315 | -31.07 | |||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 56,791 | 1.39 | 7,713 | 61.43 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 4,598,129 | 3.36 | 626,817 | 66.94 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 9,817 | 53.13 | 1,338 | 147.32 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 3,576,179 | 5.53 | 471,269 | 63.76 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 273,796 | 7.58 | 37,324 | 73.77 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 92,537 | 7,633 | ||||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 5,602 | 2.41 | 764 | 65.51 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 2,973 | 352 | ||||||
| 2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 27,579 | 79.41 | 3,760 | 189.82 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 41,262 | 428.59 | 5,740 | 334.85 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 5,709 | 17.88 | 778 | 90.69 | ||||
| 2025-08-14 | 13F | 缓存顾问有限责任公司 | 123,684 | 5.04 | 16,861 | 69.65 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 1,816 | 0 | ||||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 2,720 | 371 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 107,785 | 9.31 | 14,693 | 76.56 | ||||
| 2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Put | 3,000 | 409 | |||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 3,332 | 216.43 | 395 | 358.14 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 13,488 | 14.60 | 1,839 | 85.10 | ||||
| 2025-07-16 | 13F | Processus 财富与资本管理有限责任公司 | 22,686 | 5.87 | 3,093 | 71.02 | ||||
| 2025-08-06 | 13F | ETF 商店有限公司 | 4,587 | 0.66 | 625 | 62.76 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 33,248 | 9.50 | 5 | 100.00 | ||||
| 2025-08-27 | NP | BFOCX - 伯克希尔焦点基金 | 125,480 | 1.83 | 17,105 | 64.47 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 53,365 | 88.06 | 7,275 | 203.84 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 2,090 | 285 | ||||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 113,567 | 4.73 | 15,481 | 69.17 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 123,375 | 16,258 | ||||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 1,545 | 211 | ||||||
| 2025-08-14 | 13F | 家族管理公司 | 1,557 | 212 | ||||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 23,280 | 10.07 | 3,174 | 77.76 | ||||
| 2025-07-14 | 13F | 切里代尔财富管理有限公司 | 1,686 | 230 | ||||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 10,257 | 4.67 | 1,398 | 69.04 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | Put | 60,000 | 71.43 | 8,179 | 223.92 | |||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 31,253 | 4.08 | 4,119 | 61.55 | ||||
| 2025-07-22 | 13F | MGO 私人财富有限责任公司 | 2,038 | 278 | ||||||
| 2025-07-10 | 13F | 巴德尔银行 | 15,690 | 198.01 | 1,905 | 442.45 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 197,923 | 1.31 | 26,981 | 63.63 | ||||
| 2025-07-29 | 13F | 直道财富管理 | 21,680 | 6.90 | 2,955 | 72.71 | ||||
| 2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 2,969 | 0.13 | 405 | 61.60 | ||||
| 2025-07-30 | 13F | 斯洛伊达尔和霍尔斯特有限责任公司 | 149,749 | 13.50 | 20,414 | 83.32 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 377,457 | 51,455 | ||||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 17,900 | 2,359 | ||||||
| 2025-07-10 | 13F | 温伯格资产管理公司 | 2,487 | 339 | ||||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 2,313 | 315 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 443,787 | 5.16 | 60,497 | 69.85 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 2,589 | 353 | ||||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 4,633 | 132.58 | 632 | 275.60 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 3,408 | 10.43 | 465 | 78.46 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 342,589 | 19.18 | 40,576 | 71.12 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 20,278 | 3.67 | 2,764 | 67.52 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 925 | 208.33 | 126 | 472.73 | ||||
| 2025-06-27 | NP | ULTY - YieldMax 超级期权收入策略 ETF | 122,000 | 32.75 | 14,450 | 90.62 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 6,159 | 79.72 | 840 | 190.31 | ||||
| 2025-07-15 | 13F | 亚伯勒资本有限责任公司 | 72,143 | 23.19 | 9,835 | 98.99 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 261,865 | 228.47 | 36 | 483.33 | ||||
| 2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 9,538 | 12.89 | 1,300 | 82.33 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 3,330 | 394 | ||||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 2,852 | 19.58 | 389 | 93.03 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 1,527 | 10.89 | 208 | 79.31 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 22,251 | 2.43 | 3,033 | 65.47 | ||||
| 2025-07-15 | 13F | 赫布斯特集团有限公司 | 37,196 | 2.88 | 5,071 | 66.18 | ||||
| 2025-07-08 | 13F | 第一国民军 /ma/ /adv | 2,467 | 336 | ||||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 14,463 | 1,972 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 699 | 11.66 | 95 | 82.69 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,900 | 7,075 | ||||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 60,123 | 179.85 | 8,196 | 352.01 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 4,816 | 43.55 | 406 | 60.47 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 4,600 | 627 | |||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 335 | 556.86 | 40 | 875.00 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 7,958 | 126.40 | 1,085 | 266.22 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | 152 | 21 | ||||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 2,455 | 335 | ||||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 3,800 | 518 | |||||
| 2025-06-23 | NP | PPQMX-中型股成长基金 III R-3 | 60,221 | 36.40 | 7,133 | 95.88 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 12 | 2 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 72,700 | 9,910 | ||||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 19,842 | 11.35 | 2,705 | 79.91 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 1,590 | 217 | ||||||
| 2025-09-11 | 13F | 硅谷资本合伙人 | 1,595 | 1,578.95 | 217 | 2,612.50 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 2,092,900 | 0.78 | 285,304 | 62.78 | |||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 3,450 | 470 | ||||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 102,034 | 13,909 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 4,992 | 4.28 | 681 | 68.32 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 25,991 | 13.54 | 3,543 | 83.39 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 5,500 | 77.42 | 750 | 186.97 | ||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 457,191 | 34.86 | 60,249 | 109.27 | ||||
| 2025-08-07 | 13F | 梅林投资管理有限公司 | 2,250 | 307 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 5,435,956 | 28.44 | 742,394 | 108.42 | ||||
| 2025-08-13 | 13F | Elios 金融集团公司 | 2,714 | 0.26 | 370 | 61.84 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 72,400 | 14.56 | 9,541 | 77.79 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 40 | 60.00 | 5 | 150.00 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 42,923 | 42.17 | 5,851 | 129.63 | ||||
| 2025-08-14 | 13F | 城堡胡克合伙公司 | 726 | 99 | ||||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 11,127 | 9.68 | 1,517 | 77.10 | ||||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 130 | 6,400.00 | 18 | |||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 530 | 28.33 | 72 | 111.76 | ||||
| 2025-08-07 | 13F | Clarity 财富顾问有限责任公司 | 6,378 | 47.64 | 869 | 138.74 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 16,565 | 165.04 | 2,258 | 328.46 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 90,382 | 25.39 | 12,321 | 102.53 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 2,300 | 314 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 21,119 | 60.32 | 2,879 | 159.05 | ||||
| 2025-07-10 | 13F | Rfg 控股公司 | 16,044 | 25.33 | 2,187 | 102.50 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | Put | 3,000 | 409 | |||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 7,782 | 25.92 | 1,061 | 103.45 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 4,020 | 27.30 | 548 | 106.02 | ||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 4,308 | 47.69 | 587 | 138.62 | ||||
| 2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 25,444 | 3,469 | ||||||
| 2025-07-21 | 13F | 沙利文伍德资本管理有限责任公司 | 15,153 | 2,066 | ||||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 4,535 | 13.80 | 618 | 83.93 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,841 | 934.27 | 155 | 1,092.31 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS 宏观主题机会 ETF | 37,599 | 22.16 | 5,125 | 97.34 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 99,491 | 128.50 | 13,563 | 269.13 | ||||
| 2025-08-11 | 13F | 麦克多诺资本管理公司 | 20,654 | 100.58 | 2,816 | 223.94 | ||||
| 2025-07-23 | 13F | 观点资本管理有限责任公司 | 2,164 | 295 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 52,749 | 79.47 | 7,191 | 189.92 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 3,137 | 428 | ||||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,767,797 | 27.49 | 240,986 | 105.92 | ||||
| 2025-08-05 | 13F | 阿耳忒弥斯财富顾问有限责任公司 | 20,000 | 2,726 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 32,286 | 17.40 | 4,255 | 82.18 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 15,935 | 49.69 | 2,172 | 141.87 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 70,915 | 8,399 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 130,838 | 89.68 | 17,836 | 206.39 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 3,290 | 300.73 | 448 | 549.28 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 25,698 | 3,503 | ||||||
| 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 | 3,800,497 | 0.66 | 500,829 | 56.21 | ||||
| 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 | 2,945,038 | 8.66 | 388,097 | 68.62 | ||||
| 2025-07-25 | 13F | 法律优势投资有限公司 | 45,450 | 1.45 | 6,196 | 63.85 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 40,470 | 2.72 | 5,517 | 65.89 | ||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 11,242 | 30.21 | 1,533 | 110.44 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 8,502 | 4.15 | 1,159 | 68.31 | ||||
| 2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 84,933 | 154.09 | 11,578 | 310.42 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 21,038 | 38.46 | 2,868 | 123.63 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 581 | 79 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 128 | 17 | ||||||
| 2025-08-08 | 13F | Altiora 金融集团有限责任公司 | 2,000 | 273 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 2,176 | 45.45 | 297 | 134.92 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 37,025 | 1.48 | 5,047 | 63.92 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 40,094 | 402.62 | 5,465 | 712.04 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 457 | 54 | ||||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 1,475 | 201 | ||||||
| 2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 23,287 | 25.48 | 3,174 | 102.68 | ||||
| 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 | 2,866,266 | 8.69 | 390,729 | 75.55 | ||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 40,382 | 4,783 | ||||||
| 2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 14,170 | 1,678 | ||||||
| 2025-07-24 | 13F | 支付宝证券公司 | 74 | 85.00 | 10 | 233.33 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 1,676,257 | 2,218.67 | 194,665 | 3,346.60 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 1,750 | 239 | ||||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 1,911 | 261 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 19,459 | 32.70 | 2,564 | 105.94 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 1,336 | 10.32 | 182 | 78.43 | ||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 9,902 | 1,350 | ||||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 13,012 | 64,960.00 | 1,774 | 177,200.00 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 2,399 | 327 | ||||||
| 2025-08-07 | 13F | BHK 投资顾问有限公司 | 2,475 | 2.06 | 337 | 65.20 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 211,430 | 40.13 | 28,822 | 126.34 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 7,221 | 984 | ||||||
| 2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 7,663 | 0.59 | 1,089 | 84.72 | ||||
| 2025-08-11 | 13F | 十月效应有限公司 | 38,922 | 5,306 | ||||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 9,342 | 5.07 | 1,274 | 69.73 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 27,855 | 75.52 | 3,798 | 183.57 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 20,077 | 2.81 | 2,737 | 66.02 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 30,541 | 24.40 | 4,163 | 100.92 | ||||
| 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 | 506,331 | 1.49 | 59,970 | 45.73 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 1,320 | 0.69 | 237 | 112.61 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 18,812 | 8.62 | 2,564 | 75.50 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 187,650 | 34.81 | 25,580 | 117.74 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 626,012 | 1.35 | 85,338 | 63.70 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 2,988 | 0.03 | 407 | 61.51 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 3,714 | 0.95 | 1 | -100.00 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 1,462 | 1.39 | 199 | 64.46 | ||||
| 2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 23,590 | 64.10 | 3,216 | 165.05 | ||||
| 2025-06-30 | NP | QSIX - Pacer Metarus 纳斯达克 100 股息乘数 600 ETF | 827 | 2.35 | 98 | 46.97 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 249,179 | 36.08 | 29,513 | 95.39 | ||||
| 2025-07-02 | 13F | 麦卡利斯特·斯威特联合公司 | 6,700 | 913 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | Call | 2,000 | 100.00 | 46 | 275.00 | |||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 22,242 | 13.49 | 3,032 | 83.31 | ||||
| 2025-06-17 | NP | CFAGX - 中型成长基金股票 | 109,445 | 7.89 | 12,963 | 54.90 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 71,623 | 10.07 | 9,764 | 77.80 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 113,512 | 58.41 | 15,474 | 86.02 | ||||
| 2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 14,453 | 1,970 | ||||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 1,595 | 217 | ||||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 2,000 | 273 | ||||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 938,400 | 1.33 | 127,923 | 63.66 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,057,506 | 2.84 | 271,138 | 59.59 | ||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 10,356 | 1.10 | 1,412 | 63.31 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 1,121,544 | 51.62 | 153 | 145.16 | ||||
| 2025-07-23 | 13F | 下一级财富规划有限责任公司 | 7,752 | 31.46 | 1,057 | 112.47 | ||||
| 2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 2,095 | 286 | ||||||
| 2025-08-08 | 13F | 欧米茄金融集团有限责任公司 | Call | 3,600 | 491 | |||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 7,798 | 48.48 | 1,063 | 139.95 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 6,484,200 | 9.26 | 883,926 | 76.47 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 41,723 | 5,688 | ||||||
| 2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 1,492 | 203 | ||||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 41,330 | 184.29 | 4,895 | 308.26 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 3,402 | 18.62 | 457 | 104.93 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 14,042,239 | 3.14 | 1,914,238 | 66.59 | ||||
| 2025-08-14 | 13F | 683 资本管理公司 | Put | 685,200 | 31.72 | 93,406 | 112.75 | |||
| 2025-08-14 | 13F/A | 佩里特资本管理公司 | 311 | 168.10 | 42 | 366.67 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 12,077 | 23.69 | 1,646 | 99.27 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 11,442 | 4.57 | 1,788 | 40.71 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 3,141 | 17.20 | 428 | 89.38 | ||||
| 2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,956 | 450.97 | 4,356 | 790.80 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 411,802 | 4.50 | 56 | 69.70 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 15,551 | 1.44 | 2,120 | 63.88 | ||||
| 2025-07-25 | 13F | 亚格财富策略有限公司 | 3,129 | 13.70 | 427 | 83.62 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 3,801 | 31.30 | 518 | 112.30 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 10,916 | 10.93 | 1,488 | 79.28 | ||||
| 2025-08-06 | 13F | 聪明货币集团有限责任公司 | 2,191 | 299 | ||||||
| 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 | 25,860,818 | 0.73 | 3,407,939 | 56.32 | ||||
| 2025-08-08 | 13F | 安联保险 | 77,185 | 2,050.00 | 10,522 | 3,383.77 | ||||
| 2025-05-27 | NP | WFEIX - 富国银行企业基金机构类别 | 225,070 | 18,996 | ||||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 3,199 | 245.46 | 436 | 458.97 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 3,534,955 | 0.46 | 481,756 | 62.20 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 9,977 | 1,360 | ||||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 36 | 5 | ||||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 18,359 | 63.19 | 2,503 | 163.65 | ||||
| 2025-06-25 | NP | LBGAX - ClearBridge 中盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 118,300 | 27.34 | 14,011 | 82.84 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 2,545 | 347 | ||||||
| 2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 1,868 | 255 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 6,706 | 914 | ||||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 1,595,451 | 14.45 | 217,492 | 84.86 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 1,790 | 249 | ||||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 20,006 | 4.15 | 2,727 | 68.23 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 3,832 | 522 | ||||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 3,452 | 472 | ||||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 2,471 | 337 | ||||||
| 2025-08-14 | 13F | 指南针财富管理有限责任公司/GA | 5,000 | 682 | ||||||
| 2025-08-14 | 13F | 伯克希尔资本控股公司 | 125,480 | 1.83 | 17,105 | 64.47 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 1,244,900 | 34.18 | 169,705 | 116.72 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 5,009,207 | 281.58 | 682,855 | 516.32 | ||||
| 2025-07-09 | 13F | 克拉鲁斯财富顾问 | 17,058 | 4.07 | 2,383 | 58.02 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 2,477,500 | 41.39 | 337,733 | 128.37 | |||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 105,969 | 9.90 | 14,446 | 77.52 | ||||
| 2025-08-12 | 13F | Guerra 顾问公司 | 7,519 | 9.30 | 1,025 | 76.72 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 73,820 | 401.73 | 10,063 | 710.88 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 275,803 | 4.63 | 37,597 | 68.99 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 68 | 9 | ||||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 444,322 | 3.99 | 60,570 | 67.95 | ||||
| 2025-08-12 | 13F | 马里波财富管理有限公司 | 2,108 | 287 | ||||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | Call | 25,000 | 78.57 | 3,408 | 188.57 | |||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 14,530 | 10.83 | 1,981 | 79.02 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 32,747 | 55.95 | 4,464 | 151.92 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -240 | -36.68 | -33 | 3.23 | |||
| 2025-03-18 | 13F | 托马资本管理有限公司 | 5,061 | 383 | ||||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 269,066 | 39.79 | 35,458 | 116.93 | ||||
| 2025-06-27 | NP | 卡拉莫斯全球动态收入基金 | 23,155 | 2,742 | ||||||
| 2025-08-14 | 13F | J.高盛公司 | 1,800 | 245 | ||||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 8,189 | 1,116 | ||||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 8,185 | 13.29 | 1,116 | 83.09 | ||||
| 2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 74,350 | 8,806 | ||||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 2,252,012 | 43.14 | 306,994 | 131.19 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 1,552 | 212 | ||||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,477 | 52.79 | 14,163 | 137.12 | ||||
| 2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 1,495 | 204 | ||||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 2,563 | 349 | ||||||
| 2025-06-23 | NP | IYW - iShares 美国科技 ETF | 3,422,770 | 0.70 | 405,393 | 44.59 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | Call | 200 | 0 | |||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 1,375,008 | 59.26 | 187 | 159.72 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 7,680 | 1,047 | ||||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 50,158 | 5.23 | 6,838 | 69.99 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 13 | 2 | ||||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 25,171 | 14.52 | 3,587 | 93.32 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 2,546 | 38.22 | 347 | 123.87 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 629,160 | 1.48 | 85,767 | 63.91 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 105,300 | 626.21 | 14,354 | 1,073.67 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 1,822,300 | 227.87 | 248,416 | 429.57 | |||
| 2025-08-14 | 13F | 高盛集团公司 | 17,887,465 | 22.43 | 2,438,419 | 97.75 | ||||
| 2025-08-07 | 13F | WIM投资管理有限公司 | 13,030 | 1,776 | ||||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 2,746 | 374 | ||||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 1,713 | 234 | ||||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | Call | 500 | 68 | |||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 1,700 | 232 | ||||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 227 | 31 | ||||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 11,633 | 6.77 | 1,586 | 72.47 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 1,402 | 1.01 | 191 | 63.25 | ||||
| 2025-07-24 | 13F | SLT控股有限公司 | 11,019 | 101.37 | 1,502 | 225.81 | ||||
| 2025-08-13 | 13F | 精细财富管理公司 | 11,129 | 48.31 | 1,517 | 139.65 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 1,678,478 | 1,085.50 | 228,810 | 1,814.89 | ||||
| 2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 225,830 | 8.76 | 30,785 | 75.67 | ||||
| 2025-08-13 | 13F | 波伦资本管理有限公司 | 2,449 | 334 | ||||||
| 2025-07-14 | 13F | 金州股权合伙人 | 18,361 | 10.05 | 2,503 | 77.70 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 7,394 | 0.86 | 1,008 | 62.94 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 14,175,600 | 15.28 | 1,932,418 | 86.20 | |||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 1,862 | 254 | ||||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 18,921 | 7.54 | 2,579 | 73.79 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 9,546 | 13.13 | 1,301 | 82.72 | ||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 1,171 | 8.33 | 139 | 55.06 | ||||
| 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 | 668,513 | 0.15 | 79,179 | 43.80 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 3,922 | 13.95 | 535 | 84.14 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 32,371 | 1.00 | 4,413 | 63.11 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 1,060,000 | 848.97 | 144,499 | 1,432.82 | |||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 3,899 | 532 | ||||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 662,138 | 4.64 | 90,263 | 69.01 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 2,830 | 386 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 295,368 | 3.71 | 40,265 | 67.51 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 2,530 | 345 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 640,200 | 59.10 | 87,272 | 156.97 | |||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 2,998 | 61.36 | 395 | 151.59 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 3,958 | 3.97 | 540 | 67.91 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 56,492 | 7,756 | 69.51 | |||||
| 2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 11,842 | 231.15 | 1,614 | 436.21 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 21,683 | 0.45 | 2,956 | 62.27 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 97,481 | 1.02 | 13,289 | 39.96 | ||||
| 2025-08-01 | 13F | 温哥华堡投资管理有限公司 | 55 | 7 | ||||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 6,804 | 104.14 | 928 | 229.89 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 16,583,832 | 13.16 | 2,260,708 | 82.77 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 106,928 | 3.31 | 14,091 | 60.31 | ||||
| 2025-08-14 | 13F | Mission Creek 资本合伙公司 | 1,975 | 269 | ||||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 7,707 | 10.38 | 1,051 | 78.27 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 2,270 | 309 | ||||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 1,342,006 | 28.27 | 182,942 | 107.17 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 52,898 | 7 | ||||||
| 2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 280,193 | 33,186 | ||||||
| 2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 4,347 | 22.76 | 593 | 98.66 | ||||
| 2025-08-08 | 13F | KBC 集团 | 405,930 | 19.25 | 55 | 96.43 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 3,398 | 463 | ||||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 16,090 | 27.89 | 2,193 | 106.69 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 999 | 118 | ||||||
| 2025-08-12 | 13F | 中心财富管理 | 30,556 | 3.79 | 5,713 | 129.95 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,416 | 286 | ||||||
| 2025-07-23 | 13F | GGM财务有限责任公司 | 23,573 | 3,213 | ||||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 2,081,841 | 17.23 | 274,345 | 81.93 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 5,326 | 4.66 | 726 | 69.23 | ||||
| 2025-08-01 | 13F | 丽城贸易有限责任公司 | Call | 182,400 | 717.94 | 24,865 | 1,221.15 | |||
| 2025-08-01 | 13F | 丽城贸易有限责任公司 | Put | 198,500 | 751.93 | 27,060 | 1,276.35 | |||
| 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 | 6,745,313 | 13.20 | 888,897 | 75.67 | ||||
| 2025-07-31 | 13F | 城邦银行 | 578 | 3.58 | 79 | 65.96 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 44,147 | 6,018 | ||||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 5,488 | 4.71 | 650 | 50.23 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 20,100 | 2.56 | 2,740 | 65.66 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 6,870 | 12.53 | 937 | 81.75 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 15,345 | 63.04 | 2,092 | 163.35 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 124,005 | 1.16 | 16,904 | 63.39 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 2,382 | 0.04 | 0 | |||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 94,972 | 17.93 | 8,016 | 31.61 | ||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 161,822 | 33.58 | 13,658 | 49.06 | ||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 3,794 | 15.28 | 517 | 86.64 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 32,707 | 129.81 | 4,459 | 271.19 | ||||
| 2025-08-28 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 2,844 | 388 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 160 | 19 | ||||||
| 2025-08-14 | 13F | 信托信托公司 | 45,497 | 2.74 | 6,202 | 65.96 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,306 | 31.30 | 6,906 | 88.51 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 4,435 | 25.14 | 1 | |||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 77,813 | 48.27 | 10,608 | 139.49 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 4,306 | 9.57 | 587 | 77.04 | ||||
| 2025-08-05 | 13F | 联合财富合伙人有限公司 | 17,971 | 0.56 | 2,450 | 62.40 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 13 | 116.67 | 2 | |||||
| 2025-06-26 | NP | USSCX - 科技基金份额 | 27,746 | 76.47 | 3,286 | 153.55 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 104,604 | 15.00 | 13,785 | 78.46 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 1,774 | 242 | ||||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 4,476 | 52.09 | 610 | 145.97 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 34,105 | 0.31 | 5 | 100.00 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 4,174 | 8.39 | 569 | 75.08 | ||||
| 2025-08-26 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 25,116 | 132.23 | 3,424 | 275.33 | ||||
| 2025-07-18 | 13F | TABR资本管理有限责任公司 | 1,817 | 248 | ||||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,240,258 | 46.81 | 305,392 | 137.12 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 17,935 | 2.85 | 2,445 | 66.15 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 37,107 | 5,058 | ||||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 293,500 | 40,010 | |||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 1,178,259 | 18.59 | 161 | 92.77 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 519,946 | 10.44 | 70,879 | 78.37 | ||||
| 2025-08-13 | 13F | 克利尔街有限责任公司 | 2,167,755 | 295,508 | ||||||
| 2025-08-14 | 13F | 沙特中央银行 | 1,198,634 | 144,662.56 | 163,398 | 236,707.25 | ||||
| 2025-07-24 | 13F | 路易斯堡投资公司 | 35 | 5 | ||||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 25,714 | 13.55 | 3,046 | 63.10 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 407,177 | 38.25 | 53,192 | 111.30 | ||||
| 2025-06-27 | NP | CVLOX - Calamos 全球增长与收入基金 A 类 | 23,275 | 2,757 | ||||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 4,965 | 677 | ||||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 2,462 | 336 | ||||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 22,382,758 | 0.57 | 3,051,218 | 62.43 | ||||
| 2025-08-27 | NP | CPEAX - Catalyst Dynamic Alpha 基金 A 类 | 14,450 | 1,970 | ||||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 6,788 | 25.40 | 925 | 102.85 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 6,599 | 11.11 | 900 | 79.44 | ||||
| 2025-08-12 | 13F | 频谱财富咨询集团有限责任公司 | 4,570 | 70.14 | 623 | 175.22 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 83,622 | 4.08 | 11,399 | 68.13 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 2,070 | 282 | ||||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 290 | 47.21 | 40 | 143.75 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 18,280 | 9.71 | 2,492 | 77.17 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 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 | 11,800 | 1,609 | ||||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 4,408 | 0.52 | 1 | |||||
| 2025-08-13 | 13F | 阿蒙迪 | 11,305,957 | 6.46 | 1,493,743 | 68.24 | ||||
| 2025-07-31 | 13F | B&T 资本管理 DBA Alpha 资本管理 | 43,267 | 1.64 | 5,898 | 64.20 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 485 | 7.78 | 66 | 78.38 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 15,830 | 2,158 | ||||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 19,473 | 154.02 | 2,655 | 310.20 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 1,086 | 129 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 5,232 | 2.51 | 713 | 65.81 | ||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 1,902 | 259 | ||||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 10,627 | 18.74 | 1,449 | 91.79 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 13,500 | 1,840 | ||||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 24,086 | 2,853 | ||||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 4,393 | 0.23 | 599 | 62.06 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 4,468,414 | 10.41 | 609,134 | 78.33 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 65,400 | 8.10 | 8,915 | 74.60 | |||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 908,712 | 23.25 | 123,876 | 99.08 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 102,678 | 12,161 | ||||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 123,322 | 9.19 | 16,014 | 68.00 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | Short | -171,150 | -20,271 | |||||
| 2025-07-08 | 13F | 战略倡导者有限责任公司 | 42,472 | 0.64 | 5,790 | 62.57 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,732 | 236 | ||||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 41,204 | 54.73 | 5,617 | 149.93 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 480 | 21.83 | 65 | 96.97 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 311,495 | 7.50 | 42,463 | 73.62 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 143,724 | 48.58 | 19,592 | 139.98 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 107,512 | 45.37 | 14,656 | 134.83 | ||||
| 2025-07-30 | 13F | 哨兵有限责任公司 | 2,058 | 281 | ||||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 1,659 | 226 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 799,642 | 23.84 | 109,007 | 100.03 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 563,127 | 5.12 | 76,765 | 69.79 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 8,083 | 34.60 | 1,102 | 117.59 | ||||
| 2025-07-24 | 13F | 有利点金融有限公司 | 6,932 | 29.16 | 945 | 108.85 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 8,469 | 16.77 | 1,154 | 88.56 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 146 | 19 | ||||||
| 2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 1,715 | 234 | ||||||
| 2025-08-04 | 13F | 俄亥俄州 | 538,035 | 239.80 | 73,345 | 448.86 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 7,959 | 129.70 | 1,085 | 271.23 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 5,171 | 4.87 | 705 | 69.23 | ||||
| 2025-07-28 | 13F | WJ财富管理有限责任公司 | 3,164 | 431 | ||||||
| 2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 55,205 | 34.81 | 7,526 | 117.74 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 73,219 | 10.17 | 9,649 | 70.97 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 209,085 | 14.36 | 28,502 | 84.72 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 83 | 11 | ||||||
| 2025-08-01 | 13F | 亚历山大实验室有限公司 | 3,545 | 23.52 | 483 | 99.59 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 14,515 | 43.51 | 1,979 | 131.89 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -228 | 94.02 | ||||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 3,473 | 5.08 | 473 | 70.14 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 46,472 | 251.47 | 6,335 | 468.16 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 3,538 | 195.33 | 482 | 377.23 | ||||
| 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 | 14,260 | 37.30 | 1,944 | 121.80 | ||||
| 2025-08-14 | 13F | 原型财富合作伙伴 | 2,064 | 0 | ||||||
| 2025-08-01 | 13F | 信托投资顾问 | 1,903 | 259 | ||||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 2,424 | 339 | ||||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 1,750 | 239 | ||||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 39,256 | 31.10 | 5,351 | 111.75 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 5,315 | 3.91 | 725 | 67.98 | ||||
| 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 | 286,047 | 20.71 | 37,695 | 87.31 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 1,290,535 | 2.51 | 175,921 | 65.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 297,270 | 24.19 | 40,514 | 97.03 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 128,566 | 15,227 | ||||||
| 2025-08-28 | NP | TFAQX - TFA量化基金I类 | 2,600 | 354 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 553,934 | 21.00 | 75,512 | 95.44 | ||||
| 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 | 976,089 | 0.12 | 115,608 | 43.75 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 3,236 | 22.53 | 423 | 90.54 | ||||
| 2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 1,030 | 136 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 12,607 | 63.64 | 1,719 | 164.31 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 271,006 | 23,266 | ||||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 2,451 | 0.04 | 334 | 62.14 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 640,257 | 3.61 | 87,280 | 67.34 | ||||
| 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 | 18,176 | 2,153 | ||||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 544 | 12.40 | 74 | 85.00 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 28,106 | 412.88 | 3,329 | 636.28 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 5 | 1 | ||||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 267,493 | 0.59 | 36,465 | 62.46 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 20,778 | 46.61 | 2,832 | 136.79 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 155,268 | 64.70 | 21,166 | 166.04 | ||||
| 2025-08-14 | 13F | Clg有限责任公司 | 1,500 | 205 | ||||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 2,197 | 300 | ||||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 2,279 | 311 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 13,078 | 21.31 | 1,104 | 35.34 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 2,099 | 286 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 355,507 | 11.30 | 48,463 | 79.78 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 268,800 | 36,643 | |||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 1,000 | 136 | |||||
| 2025-07-24 | 13F | PDS 规划公司 | 9,526 | 19.75 | 1,299 | 93.44 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 29,721 | 0.29 | 4,052 | 61.98 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 21,614 | 90.52 | 2,946 | 207.84 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 28,141 | 90.68 | 3,836 | 208.11 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -25,676 | -18.37 | -3,384 | 26.66 | |||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 162,237 | 4.08 | 22,116 | 68.12 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 31,324 | 8.24 | 4,128 | 67.97 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 4,626 | 37.68 | 631 | 122.61 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 932 | 25.78 | 127 | 54.88 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 2,969 | 4.03 | 405 | 68.33 | ||||
| 2025-08-13 | 13F | 林基投资 | 3,318 | 452 | ||||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 10,787 | 95.59 | 1,470 | 216.13 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 17,195 | 13.36 | 2,344 | 83.13 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index 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 | 118,198 | 2.66 | 16,113 | 65.81 | ||||
| 2025-08-04 | 13F | 翡翠共同基金顾问信托 | 517 | 70 | ||||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 200 | 0 | ||||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 4,225 | 3.63 | 576 | 67.15 | ||||
| 2025-08-08 | 13F | 创意策划 | Call | 91,600 | 189.87 | 6,450 | 157.34 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 23,369,000 | 0.95 | 3,185,662 | 63.05 | |||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 2,519 | 343 | ||||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 117 | 17.00 | 16 | 87.50 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 212,383 | 158.35 | 28,952 | 317.30 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 22,583 | 3.28 | 3,078 | 66.83 | ||||
| 2025-08-13 | 13F | 第1832章 | 970,355 | 45.05 | 132,279 | 134.27 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 1,114 | 6.50 | 152 | 71.59 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 10,088 | 0.80 | 1,375 | 62.91 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 2,060 | 281 | ||||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 2,059 | 281 | ||||||
| 2025-07-16 | 13F | 阿灵顿资本管理公司 | 7,751 | 2.78 | 1,057 | 66.04 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 822 | 88.53 | 112 | 211.11 | ||||
| 2025-06-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 570,756 | 357.69 | 67,600 | 557.20 | ||||
| 2025-07-21 | 13F | 111资本 | 27,649 | 130.18 | 3,769 | 272.06 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 1,605,288 | 205.72 | 218,833 | 393.79 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 11,128 | 3.08 | 1,517 | 66.41 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 62,097 | 224.57 | 8,454 | 423.73 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 55,299 | 14.02 | 7,538 | 84.17 | ||||
| 2025-08-08 | 13F | 凯恩投资管理有限公司 | 2,767 | 385 | ||||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,789 | 925 | ||||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 9,245 | 2.30 | 1,260 | 65.35 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 4,596,600 | 46.80 | 626,609 | 137.11 | |||
| 2025-08-13 | 13F | 布朗咨询公司 | 31,303 | 27.94 | 4,267 | 106.73 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 456,946 | 22.61 | 62,291 | 98.04 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 10,964 | 2.42 | 1,495 | 65.45 | ||||
| 2025-04-23 | 13F | 佩里贡财富管理有限责任公司 | Call | 157 | ||||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 53,872 | 2.07 | 7,344 | 64.86 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 4,775 | 17.70 | 651 | 90.06 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 665 | 79 | ||||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 9,537 | 16.19 | 1,532 | 60.92 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 2,564 | 350 | ||||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 2,636 | 3.17 | 359 | 66.98 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 31,285 | 23.66 | 4,265 | 99.72 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 4,046 | 552 | ||||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 6,294 | 36.83 | 858 | 120.88 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 22,544 | 13.79 | 3,213 | 83.12 | ||||
| 2025-07-24 | 13F | 阿盖尔资本管理公司 | 2,000 | 273 | ||||||
| 2025-08-14 | 13F | 帕洛阿尔托财富顾问有限公司 | 5,815 | 0.41 | 793 | 6.88 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 26,999 | 63.79 | 4 | 200.00 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 70,533 | 3.74 | 9,295 | 60.99 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 2,570 | 304 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 19,518 | 80.96 | 2,661 | 192.31 | ||||
| 2025-08-14 | 13F | Uniplan 投资顾问公司 | 462 | 291.53 | 63 | 520.00 | ||||
| 2025-07-23 | 13F | 科恩投资顾问有限责任公司 | 2,000 | 273 | ||||||
| 2025-06-24 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 136,800 | 35.58 | 16,203 | 94.67 | ||||
| 2025-07-25 | NP | BMSFX - MFS 混合研究中型股票基金 A | 65,131 | 8,583 | ||||||
| 2025-07-30 | NP | SHLD - Global X 国防科技 ETF | 2,155,337 | 120.63 | 284,030 | 242.37 | ||||
| 2025-05-14 | 13F | 圆财富管理有限公司 | Put | 32 | ||||||
| 2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 8,871 | 1,209 | ||||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 1,563,903 | 5.98 | 185,229 | 52.16 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 3,003 | 409 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 65,300 | 482.52 | 8,902 | 840.91 | ||||
| 2025-07-31 | 13F | 卫报资产顾问有限公司 | 30,603 | 11.71 | 4,172 | 80.41 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,082 | 4.44 | 147 | 68.97 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 10,852 | 267.86 | 1,479 | 496.37 | ||||
| 2025-08-05 | 13F | 环山资本有限责任公司 | 7,640 | 24.92 | 1,173 | 127.13 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 147,011 | 20,041 | ||||||
| 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 | 153,784 | 2.89 | 20,266 | 59.67 | ||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 3,739 | 15.47 | 510 | 86.45 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 63,346 | 0.73 | 7,503 | 44.63 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 116,541 | 7.58 | 13,803 | 54.47 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 120,275 | 21.15 | 16,396 | 95.68 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 776,514 | 91.33 | 105,885 | 209.16 | ||||
| 2025-06-26 | NP | TMCGX - Thrivent 中型成长基金 S 级 | 1,836 | 217 | ||||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 4,075 | 556 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 3,094 | 422 | ||||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 6,840 | 1.79 | 901 | 58.07 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 1,473 | 14.45 | 174 | 64.15 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 34,371 | 4,685 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 24,698 | 81.06 | 3,367 | 192.44 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 236,063 | 26.68 | 32,180 | 104.62 | ||||
| 2025-08-22 | NP | 可变保险产品基金 IV - 技术投资组合初始类别 | 353,800 | 23.02 | 48,230 | 98.70 | ||||
| 2025-08-14 | 13F | 白骑士战略财富顾问有限责任公司 | 8,296 | 2.92 | 1,131 | 66.18 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 5,727 | 4.20 | 781 | 68.47 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 10,798 | 239.67 | 1,472 | 448.88 | ||||
| 2025-08-04 | 13F | 尤贝尔·布雷迪和萨特曼资产管理公司 | 2,347 | 0 | ||||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 113,590 | 10.18 | 15,486 | 77.97 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 50,724 | 7.79 | 6,915 | 74.11 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 12,800 | 45.45 | 1,745 | 135.04 | |||
| 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 | 688 | 2.99 | 91 | 60.71 | ||||
| 2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 1,591 | 217 | ||||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 2,506 | 3.00 | 342 | 66.34 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | Call | 1,600 | 218 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 4,907,430 | 15.27 | 668,981 | 86.18 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 9,772 | 0.97 | 1,332 | 63.24 | ||||
| 2025-07-21 | 13F | 柯伦金融合作伙伴有限责任公司 | 3,856 | 43.51 | 526 | 132.30 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 16,983 | 2,315 | ||||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,667,230 | 96.52 | 227,277 | 217.42 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 2,789 | 380 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 323,613 | 24.16 | 44,115 | 100.55 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 70,746 | 8.88 | 9,644 | 75.86 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 160 | 22 | ||||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 2,128 | 290 | ||||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 14,575 | 16.74 | 1,987 | 88.60 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 340,257 | 7.46 | 46,412 | 73.66 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 6,660 | 908 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | Call | 600 | 4 | |||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 13,320 | 67.51 | 1,816 | 170.49 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 2,493 | 340 | ||||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 68,448 | 55.25 | 9,331 | 150.74 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 124,570 | 4.68 | 16,981 | 69.08 | ||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 1,900 | 78.74 | 259 | 191.01 | ||||
| 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 | 335 | 40.17 | 40 | 105.26 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 1,289,365 | 2.66 | 169,913 | 59.30 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 1,006,608 | 15.68 | 137,221 | 86.85 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 3,820 | 521 | ||||||
| 2025-08-08 | 13F | 创意策划 | Put | 2,000 | 17 | |||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 4,356,393 | 9.48 | 593,727 | 76.77 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 5,024 | 53.08 | 685 | 146.93 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 127,328 | 0.22 | 15,081 | 43.89 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 29,169 | 39.28 | 3,976 | 125.01 | ||||
| 2025-05-15 | 13F | 昌盛金融集团有限公司 | Call | 0 | 0 | |||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 2,781 | 1.27 | 379 | 64.07 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 14,450 | 1,970 | ||||||
| 2025-07-29 | NP | SHRAX - ClearBridge 积极增长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,070,600 | 14.15 | 141,084 | 77.14 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 401 | 1.01 | 55 | 63.64 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | Put | 2,500 | 341 | |||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 23,167 | 3.33 | 3,158 | 66.91 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 9,467 | 4.41 | 1,291 | 68.63 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 177,336 | 17.74 | 24,174 | 90.18 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 267,364 | 468.90 | 36 | 1,100.00 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 429,486 | 71.99 | 58,548 | 177.79 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 60 | 500.00 | 8 | |||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 9,000 | 68.38 | 1,227 | 171.84 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 172,724 | 9.18 | 23,546 | 76.34 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 2,310 | 315 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 150,189 | 1.13 | 20,474 | 63.34 | ||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 1,300 | 171 | ||||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 2,186 | 298 | ||||||
| 2025-07-11 | 13F | 银橡树证券公司 | 18,398 | 30.50 | 2,508 | 107.19 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 2,230 | 304 | ||||||
| 2025-08-13 | 13F | 三井住友金融集团 | Call | 4,000 | 48 | |||||
| 2025-07-22 | 13F | 华威投资管理公司 | 2,398 | 327 | ||||||
| 2025-08-14 | 13F | 道富银行 | 94,481,128 | 6.90 | 12,879,667 | 72.66 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 8,119 | 13.58 | 1,107 | 83.42 | ||||
| 2025-07-17 | 13F | Enclave 顾问有限公司 | 46,149 | 12.94 | 6,291 | 82.45 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 3,638 | 3.71 | 496 | 67.23 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 439,341 | 1.68 | 52,036 | 45.99 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 721,389 | 1.67 | 98,340 | 64.22 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 10,401 | 306.13 | 1,418 | 556.02 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,815,258 | 239,215 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 316,917 | 8.80 | 41,763 | 68.83 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 3,866 | 130.94 | 527 | 273.76 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 4,371 | 596 | ||||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 2,215 | 302 | ||||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 8,135 | 0.61 | 1,109 | 62.46 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 70,790 | 4.74 | 9,650 | 69.18 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 138,394 | 18,866 | ||||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 2,602 | 355 | ||||||
| 2025-08-12 | 13F | 智慧基金有限合伙人 | 4,000 | 545 | ||||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 7,010 | 956 | ||||||
| 2025-08-13 | 13F | Flow Traders 美国有限公司 | 21,790 | 3 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 90,843 | 12,384 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 9,934 | 9.22 | 1,354 | 76.53 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 743,049 | 3.18 | 101,292 | 66.66 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 216,600 | 29,527 | |||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 6,174 | 814 | ||||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -24,943 | -22.52 | -3,287 | 20.23 | |||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 849,135 | 3.09 | 115,421 | 65.88 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 71,197 | 0.49 | 9,706 | 62.32 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 2,849 | 33.26 | 0 | |||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 91,900 | 2.17 | 12,528 | 65.02 | ||||
| 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 | 1,361,692 | 13.07 | 161,279 | 62.35 | ||||
| 2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 556 | 76 | ||||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 7,774 | 5.81 | 1,060 | 70.81 | ||||
| 2025-08-13 | 13F | 霍布斯财富管理有限责任公司 | 1,719 | 234 | ||||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 142,334 | 49.58 | 19,403 | 141.62 | ||||
| 2025-07-08 | NP | WSACX - Wellington Shields 全盘基金机构股票 | 9,000 | 1,186 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 29,233 | 241.99 | 3,985 | 443.66 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 4,434 | 55.36 | 604 | 151.67 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 1,054 | 13.09 | 144 | 83.33 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 222,019 | 23.59 | 30,266 | 99.61 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 544,835 | 7.78 | 74,272 | 74.08 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 8,590 | 78.81 | 1,171 | 188.89 | ||||
| 2025-08-14 | 13F | 七英里咨询 | 2,922 | 0.14 | 398 | 61.79 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 5,600 | 132.75 | 738 | 261.27 | ||||
| 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 | 5,757 | 759 | ||||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 39,364 | 10.77 | 5,366 | 78.93 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 55,787 | 7,605 | ||||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 14,749 | 132.34 | 2,011 | 275.70 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 11,092 | 1,512 | ||||||
| 2025-07-28 | 13F | 港口投资公司 | 60,977 | 14.34 | 8,312 | 84.67 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 470,300 | 3.91 | 64,111 | 67.83 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 6,299,900 | 1.03 | 823,649 | 53.86 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 3,852,800 | 42.93 | 503,715 | 117.67 | |||
| 2025-08-15 | 13F | 战略投资顾问/MI | 1,965 | 288 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 96,813 | 2,862.45 | 12,657 | 4,420.36 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 1,782,700 | 53.88 | 243,018 | 148.54 | |||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 55,140 | 11.06 | 7,517 | 79.38 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 227,900 | 66.59 | 31,067 | 169.09 | |||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 6,547 | 38.12 | 892 | 123.00 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 140,175 | 16,602 | ||||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 3,701 | 5.20 | 505 | 21.15 | ||||
| 2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 30 | 100.00 | 4 | 300.00 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 1,910 | 260 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 12,168 | 1.78 | 1,659 | 64.32 | ||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 16,988 | 46.37 | 2,316 | 136.47 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 2,425 | 205 | ||||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 3,950 | 618.18 | 538 | 1,069.57 | ||||
| 2025-07-22 | 13F/A | 德克萨斯州金斯顿资本合伙有限公司 | 39,069 | 5,326 | ||||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 2,308 | 315 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 47,143 | 29.93 | 6,427 | 109.86 | ||||
| 2025-08-05 | 13F | Accucest全球顾问公司 | 9,035 | 0.70 | 1,232 | 62.75 | ||||
| 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 | 754,900 | 23.41 | 102,908 | 99.33 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 33,530 | 28.70 | 4,382 | 99.32 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 6,102 | 55.39 | 832 | 151.06 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 283,720 | 8.20 | 44,927 | 103.01 | ||||
| 2025-07-30 | NP | EGGS - NestYield 总回报保护 ETF | 5,854 | 771 | ||||||
| 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 | 1,176,140 | 0.51 | 154,992 | 55.97 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 9,928 | 45.12 | 1,353 | 134.49 | ||||
| 2025-07-30 | NP | EGGY - NestYield 动态收入 ETF | 7,356 | 969 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 15,055 | 80.97 | 2,052 | 192.31 | ||||
| 2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 19,962 | 2,721 | ||||||
| 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 | 2,937,427 | 16.10 | 400,430 | 87.52 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 25,030 | 49.57 | 3,412 | 141.64 | ||||
| 2025-06-27 | NP | TWCGX - 成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 218,567 | 25,887 | ||||||
| 2025-07-29 | 13F | Dale Q Rice 投资管理有限公司 | 4,543 | 63.65 | 686 | 192.74 | ||||
| 2025-08-11 | 13F | 石桥投资管理公司，LCC | 8,827 | 3.87 | 1,203 | 67.78 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 31,404 | 3.86 | 4,778 | 88.07 | ||||
| 2025-07-14 | 13F | 克里斯·布尔曼公司 | 2,749 | 375 | ||||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | Short | -4,900 | 18 | |||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 400,619 | 47,449 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 25,994 | 5.08 | 3,543 | 69.77 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 7,300 | 995 | ||||||
| 2025-07-30 | 13F | CMG 全球控股有限公司 | 2,195 | 18.01 | 347 | 73.00 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 124,219 | 50.16 | 14,712 | 115.59 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 490 | 21.29 | 67 | 94.12 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 1,606,388 | 21.24 | 218,983 | 95.82 | ||||
| 2025-07-18 | 13F | Fmb财富管理 | 1,636 | 223 | ||||||
| 2025-08-05 | 13F | 科顿资本公司 | 3,836 | 8.18 | 523 | 74.58 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 3,166 | 432 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 465,854 | 52.31 | 63,505 | 146.00 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 1,815,032 | 0.13 | 247,425 | 61.72 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 1,607 | 219 | ||||||
| 2025-06-24 | NP | QFLR - 创新者 Nasdaq-100 托管场内 ETF | 44,690 | 104.10 | 5,293 | 193.08 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 100,729 | 4.72 | 13,274 | 62.51 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 963,972 | 6.11 | 131,409 | 71.39 | ||||
| 2025-08-14 | 13F | 和谐资产管理有限公司 | 2,585 | 0.15 | 352 | 62.21 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 1,870 | 255 | ||||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 8,087 | 76.00 | 1,102 | 184.75 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 527 | 2.53 | 72 | 65.12 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 7,577 | 1,033 | ||||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -11,356 | -37.18 | -1,548 | 1.51 | |||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 47,729 | 3.04 | 6,506 | 66.44 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 2,700 | 2,207.69 | 368 | 3,988.89 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 596,245 | 81,280 | ||||||
| 2025-07-15 | 13F | 第五第三银行 | 128,098 | 59.93 | 17,462 | 158.31 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 14,978,993 | 28.38 | 2,041,936 | 107.35 | ||||
| 2025-07-15 | 13F/A | 吴咨询有限责任公司 | 3,327 | 5.55 | 454 | 70.30 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 10,471 | 818.51 | 1 | |||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 1,709 | 233 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 增长机会基金 IA 类股票 | 30,523 | 4,161 | ||||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 5,423 | 40.75 | 739 | 127.38 | ||||
| 2025-07-24 | 13F | M1资本管理有限责任公司 | 6,940 | 2.69 | 946 | 65.96 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 11,429 | 24.96 | 1,558 | 101.95 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 250,000 | 34,080 | ||||||
| 2025-07-25 | 13F | SW投资管理有限责任公司 | 150,000 | 20,448 | ||||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 2,807 | 1.78 | 383 | 83.65 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 2,325 | 317 | ||||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 1,034 | 129.78 | 141 | 278.38 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 7,953 | 3.73 | 1,084 | 67.54 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 12,475 | 14.12 | 1,701 | 84.38 | ||||
| 2025-08-13 | 13F | 费城信托公司 | 9,750 | 14.71 | 1 | |||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 5,023 | 6.10 | 685 | 71.43 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 186,280 | 23.05 | 25,394 | 98.76 | ||||
| 2025-07-15 | 13F | 金融合作伙伴集团公司 | 3,229 | 440 | ||||||
| 2025-08-07 | 13F | 罗林斯财务顾问有限责任公司 | 2,356 | 321 | ||||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 2,192,416 | 7.94 | 298,870 | 74.35 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 2,037 | 283 | ||||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 7,400 | 1,009 | ||||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 1,682 | 229 | ||||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 1,178 | 8.87 | 161 | 75.82 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 37,152 | 7.88 | 5,065 | 74.26 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 3,208 | 437 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 153,422 | 11.92 | 20,914 | 80.76 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 2,135 | 291 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 156,685 | 125.79 | 21,359 | 264.74 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 4,672 | 68.48 | 1 | |||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 494,867 | 1,667.38 | 67,460 | 2,754.85 | ||||
| 2025-08-11 | 13F | 兰哈姆·奥戴尔公司 | 1,500 | 204 | ||||||
| 2025-07-09 | 13F | 连接投资组合管理有限责任公司 | 5,820 | 793 | ||||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 2,649 | 361 | ||||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 230 | 170.59 | 31 | 342.86 | ||||
| 2025-08-14 | 13F | 克劳福德基金管理有限责任公司 | Put | 32,800 | 78.26 | 4,471 | 188.08 | |||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 39,410 | 35.15 | 5,372 | 118.29 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 26,648 | 6.74 | 3,633 | 72.38 | ||||
| 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 | 1,047 | 27.68 | 124 | 85.07 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 256,320 | 34,943 | ||||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 3,350 | 18.04 | 438 | 31.63 | ||||
| 2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 14,345 | 181.27 | 1,956 | 354.65 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 505 | 79.08 | 69 | 195.65 | ||||
| 2025-07-31 | 13F | 吉尔资本合伙人有限公司 | 1,531 | 209 | ||||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 15,238 | 5.90 | 2,077 | 71.09 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 74,131 | 0.71 | 10,106 | 62.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 2,824 | 1.55 | 385 | 64.10 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 622,629 | 23.20 | 84,877 | 98.99 | ||||
| 2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 17,400 | 2,372 | ||||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 1,469 | 200 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型成长投资组合 A 类 | 7,112 | 46.70 | 970 | 136.92 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 24,004 | 5.62 | 3,272 | 70.59 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 510 | 70 | ||||||
| 2025-06-24 | NP | TNRAX - 1290 Avantis 美国大盘成长基金 A 类 | 11,588 | 46.87 | 1,372 | 111.08 | ||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 7,739 | 917 | ||||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 5,977 | 788 | ||||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 85 | 12 | ||||||
| 2025-06-26 | NP | AAICX - Alger 人工智能推动者与采用者基金 C 类 | 32 | 4 | ||||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 5,540 | 755 | ||||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 37,560 | 5,120 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 274,000 | 4.58 | 37,352 | 68.92 | ||||
| 2025-07-30 | 13F | 骑士投资有限责任公司 | 47,540 | 8.54 | 6,481 | 75.32 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 505 | 26.25 | 69 | 106.06 | ||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 9,623 | 37.14 | 1,312 | 121.45 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 9,440 | 1.02 | 1,287 | 63.20 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 805,547 | 8.12 | 109,812 | 74.63 | ||||
| 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 | 38,491 | 1.73 | 4,559 | 46.04 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 2,944 | 401 | ||||||
| 2025-07-07 | 13F | 福克斯希尔财富管理 | 41,470 | 5.94 | 5,653 | 71.15 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 9,037 | 201.23 | 1,223 | 383.40 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 517 | 106.80 | 70 | 233.33 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 132,153 | 248.53 | 18,014 | 461.18 | ||||
| 2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 1,803 | 214 | ||||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 13,155 | 228.14 | 1,793 | 430.47 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 8,410 | 33.94 | 1,146 | 116.64 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 13,030 | 149.33 | 1,776 | 302.72 | ||||
| 2025-08-14 | 13F | 投资马克咨询集团有限责任公司 | 2,537 | 346 | ||||||
| 2025-08-12 | 13F | AI-Squared 管理有限公司 | Put | 86,700 | 11,819 | |||||
| 2025-08-14 | 13F | 纳帕财富管理 | 9,030 | 16.62 | 1,231 | 88.36 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 11,684 | 20.26 | 1,593 | 94.15 | ||||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 275,802 | 4.24 | 37,597 | 68.37 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 533 | 1.14 | 73 | 63.64 | ||||
| 2025-08-14 | 13F | LM 顾问有限责任公司 | 39,258 | 38.32 | 5 | 150.00 | ||||
| 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 | 1,610 | 4.07 | 212 | 61.83 | ||||
| 2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 984 | 117 | ||||||
| 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 | 16,910,582 | 5.74 | 2,305,251 | 70.79 | ||||
| 2025-07-17 | 13F | 梅尔法财富管理有限公司 | 3,350 | 34.00 | 457 | 116.11 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 77,426 | 24.70 | 10,555 | 101.41 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 273 | 32 | ||||||
| 2025-08-13 | 13F | 洛克波特财富有限责任公司 | 3,000 | 409 | ||||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 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 | 132,793 | 18,102 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 2,706 | 369 | ||||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,840 | 44.09 | 251 | 73.61 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 9,722 | 15.77 | 1,325 | 87.15 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 788 | 14.37 | 107 | 84.48 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 670 | 49.89 | 79 | 119.44 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 14,377 | 1,960 | ||||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 5,395 | 42.16 | 735 | 129.69 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 7,658 | 1,044 | ||||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,057,218 | 2.34 | 139,320 | 58.81 | ||||
| 2025-08-05 | 13F | Triglav 基金有限公司 | 189,400 | 1,893.68 | 25,819 | 3,123.35 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 2,500,641 | 132.03 | 341 | 277.78 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 687 | 57.21 | 94 | 158.33 | ||||
| 2025-07-10 | 13F | Strathmore 资本顾问公司 | 15,671 | 42.46 | 2,243 | 169.80 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 3,316 | 3.17 | 452 | 66.79 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 4,212,398 | 14.47 | 498,916 | 64.36 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 471,168 | 9.15 | 64,230 | 76.30 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 1,047,638 | 16.91 | 142,814 | 88.83 | ||||
| 2025-08-26 | 13F | 时代资本有限责任公司 | 220 | 30 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | Put | 100 | 2 | |||||
| 2025-07-28 | 13F | 传承财富管理公司/CA/ | 29,046 | 0.08 | 3,960 | 61.66 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 2,678,278 | 19.65 | 365,103 | 101.81 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 14,300 | 21.19 | 1,949 | 95.88 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 21,500 | 97.25 | 2,931 | 218.82 | |||
| 2025-08-19 | 13F | 国家资产管理公司 | Put | 3,000 | 409 | |||||
| 2025-08-19 | 13F | 国家资产管理公司 | Call | 5,852 | 793 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 226,894 | 29.13 | 30,930 | 108.58 | ||||
| 2025-07-24 | 13F | Invictus 私人财富有限公司 | 13,085 | 1.50 | 1,784 | 63.88 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 10,243 | 1,350 | ||||||
| 2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 5,897 | 804 | ||||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 75 | 6 | ||||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 21,870 | 6.40 | 2,981 | 71.91 | ||||
| 2025-07-17 | 13F | 斯特林投资顾问有限公司 | 24,923 | 28.54 | 3,398 | 107.64 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 180,039 | 476.31 | 24,543 | 831.03 | ||||
| 2025-09-03 | 13F | 美国信托 | 1,660 | 226 | ||||||
| 2025-06-27 | NP | CAHEX - Calamos 对冲股票收益基金 A 类 | 31,352 | 3,713 | ||||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 30,859 | 132.49 | 4 | 300.00 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 274,327 | 5.00 | 37,396 | 50.05 | ||||
| 2025-08-05 | 13F | 奥克韦尔私人财富管理有限责任公司 | 3,303 | 1.54 | 450 | 64.23 | ||||
| 2025-08-13 | 13F | 纳维斯财富顾问有限责任公司 | 2,250 | 307 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 7,051 | 28.74 | 961 | 108.01 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 12,050 | 1,517 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 52,068 | 4.80 | 6,167 | 50.46 | ||||
| 2025-07-25 | 13F | 优点投资组合管理 | 1,930 | 263 | ||||||
| 2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 312,039 | 159.02 | 36,958 | 271.91 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 6,400 | 37.16 | 872 | 121.88 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 41,655 | 89.66 | 5,678 | 206.42 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 4,076 | 3.45 | 556 | 67.17 | ||||
| 2025-07-29 | 13F | 自由广场财富合伙人有限责任公司 | 2,818 | 3.22 | 384 | 66.96 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 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 | 185,900 | 22,018 | ||||||
| 2025-08-05 | 13F | 美国高级投资管理研究所有限责任合伙 | 3,000 | 7.14 | 409 | 72.88 | ||||
| 2025-08-07 | 13F | 梅波特有限公司 | 1,565 | 213 | ||||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 187,000 | 37.60 | 649 | -17.95 | |||
| 2025-08-13 | 13F | HAP 贸易有限公司 | 38,382 | 5,232 | ||||||
| 2025-06-26 | NP | MCGAX - Transamerica 中型成长 A | 68,184 | 27.00 | 8,076 | 82.36 | ||||
| 2025-08-14 | 13F | 基奇合作伙伴有限公司 | 2,386 | 325 | ||||||
| 2025-07-25 | 13F | Inman Jager 财富管理有限责任公司 | 12,048 | 19.29 | 1,642 | 92.72 | ||||
| 2025-08-14 | 13F | 赢顾问公司 | 7,797 | 1,063 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 10,507 | 8.99 | 1,432 | 76.14 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 2,079 | 66.85 | 283 | 169.52 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 140,198 | 4.47 | 16,605 | 50.00 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级 | 1,161,583 | 137,578 | ||||||
| 2025-07-21 | 13F | 堪萨斯信托公司 | 1,506 | 0 | ||||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 20,173 | 0.00 | 2,750 | 61.48 | ||||
| 2025-07-21 | 13F | 惠兰金融 | 3,465 | 472 | ||||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 6,674 | 9.79 | 910 | 77.19 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 4,010 | 4.26 | 547 | 68.52 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 299 | 115.11 | 41 | 263.64 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 206,078 | 6.16 | 28,093 | 71.46 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 235,000 | 34.29 | 19,834 | 49.86 | |||
| 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 | 25,798,052 | 3.95 | 3,516,790 | 67.89 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 2,242 | 306 | ||||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 10,826 | 16.05 | 1,476 | 87.42 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 3,679 | 61.93 | 502 | 162.30 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 1,588 | 216 | ||||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 458,500 | 36.87 | 63 | 121.43 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 41 | 141.18 | 6 | 400.00 | ||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 8,387 | 111.90 | 1,143 | 242.22 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 1,988 | 271 | ||||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 100,693 | 120.45 | 13,269 | 242.16 | ||||
| 2025-08-14 | 13F | NCP 公司 | 9,550 | 154.67 | 1,302 | 311.71 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 5,980 | 1.61 | 815 | 64.31 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 928,091 | 4.80 | 126,517 | 69.27 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 23,971 | 15.00 | 3,268 | 85.73 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 1,340 | 7.11 | 177 | 66.04 | ||||
| 2025-07-30 | 13F | 城堡财富管理有限公司 | 1,505 | 205 | ||||||
| 2025-08-04 | 13F | ELCO管理有限公司 | 2,070 | 282 | ||||||
| 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 | 3,007 | -104.87 | 410 | -141.44 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 2,807 | 383 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 全国基金 I 类 | 2,313 | 315 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 60,188 | 44.36 | 8,205 | 133.20 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 277,700 | 1.17 | 37,856 | 63.40 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 7,747 | 101.12 | 1,056 | 224.92 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 4,503 | 24.25 | 614 | 100.98 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 3,574,653 | 5.15 | 487,297 | 69.83 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 89,130 | 18.58 | 12,150 | 91.55 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 40,830 | 5.13 | 5,566 | 69.82 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 18,550 | 118.16 | 2,529 | 252.58 | ||||
| 2025-08-14 | 13F | 华莱士哈特有限责任公司 | 14,494 | 215.09 | 1,976 | 409.02 | ||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 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 | 64,100 | 59.45 | 8,447 | 147.49 | ||||
| 2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,010 | 120 | ||||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 800 | 60.00 | 106 | 150.00 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 4,105 | 5.61 | 560 | 70.43 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 3,100 | 423 | ||||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 159,692 | 0.28 | 21,769 | 61.98 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 2,412 | 3.43 | 329 | 67.35 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | Call | 6,800 | 927 | |||||
| 2025-07-29 | NP | YALL - 上帝保佑美国 ETF | 31,085 | 4,096 | ||||||
| 2025-08-29 | 13F | 半人马座金融公司 | 39,538 | 36.34 | 5 | 150.00 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 6,294 | 90.27 | 858 | 207.17 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 398,700 | 23.02 | 54,351 | 98.70 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 21,710 | 0.17 | 2,960 | 61.78 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 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 | 140,996 | 16,700 | ||||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 12,731 | 19.23 | 1,736 | 92.56 | ||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 39,600 | 5,398 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 3,566,476 | 6.14 | 486,182 | 71.44 | ||||
| 2025-08-13 | 13F | 贸易通资本有限责任公司 | 18,300 | 2 | ||||||
| 2025-07-24 | 13F | 财富之星顾问有限公司 | 2,666 | 10.35 | 363 | 78.82 | ||||
| 2025-07-29 | 13F | BXM 财富有限责任公司 | 4,605 | 11.77 | 628 | 79.66 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长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 | 55,642 | 6,590 | ||||||
| 2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 804 | 38.38 | 110 | 122.45 | ||||
| 2025-04-29 | 13F | 佩森公司 | 961 | 170.70 | 81 | 211.54 | ||||
| 2025-07-28 | 13F | Triton 财富管理公司 | 3,548 | 549 | ||||||
| 2025-07-24 | NP | FAGAX - 富达顾问成长机会基金 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 | 1,580,600 | 33.98 | 208,291 | 107.92 | ||||
| 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 | 107 | 13 | ||||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 7,680 | 5.60 | 1,047 | 70.64 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 60,383,455 | 6.02 | 8,231,473 | 71.23 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 216,168 | 5.25 | 29,468 | 70.00 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 487,686 | 3.63 | 66,481 | 67.38 | ||||
| 2025-07-24 | 13F | 高级资产管理顾问公司 | 2,226 | 303 | ||||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 9,875 | 2.20 | 1,346 | 65.15 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 23,828 | 0.65 | 3,248 | 62.56 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 824,547 | 14.30 | 108,659 | 77.38 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 5,957 | 11.85 | 940 | 109.35 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 2,909 | 397 | ||||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 4,339 | 11.54 | 591 | 80.18 | ||||
| 2025-08-01 | 13F | 莫特科 | 300 | 48 | ||||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 60,935 | 63.29 | 8,307 | 163.77 | ||||
| 2025-06-20 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 12,172 | 0.60 | 1,442 | 44.39 | ||||
| 2025-07-22 | 13F | DB Root 有限公司 | 3,443 | 9.93 | 469 | 77.65 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 420 | 123.40 | 59 | 286.67 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 163,554 | 195.60 | 22,296 | 377.51 | ||||
| 2025-07-28 | NP | DAT - ProShares 大数据精炼 ETF | 4,299 | 1.27 | 567 | 57.22 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 7,257 | 64.11 | 989 | 165.15 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 2,063,142 | 52.51 | 281,239 | 146.32 | ||||
| 2025-07-03 | 13F | 加德资本公司 | Put | 4,703 | 92.82 | |||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 200 | 0 | ||||||
| 2025-08-14 | 13F | 西永资本有限公司 | 11,524 | 38.28 | 1,571 | 123.33 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 19,691 | 31.06 | 2,684 | 111.84 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 2,066 | 30.76 | 282 | -82.10 | ||||
| 2025-05-27 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 中盘核心投资组合初始类别 | 63,223 | 5,336 | ||||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 4,607 | 628 | ||||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 8,493 | 1.53 | 1,158 | 63.88 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 5,607 | 2.62 | 764 | 65.73 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 32,273 | 0.76 | 4,399 | 62.75 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 90,156 | 44.81 | 12,290 | 133.92 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 9,349 | 14.71 | 1,107 | 64.73 | ||||
| 2025-08-26 | NP | TLGWX - 成长与收入基金 | 16,293 | 2,221 | ||||||
| 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 | 46,125 | 11.61 | 6,078 | 73.21 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 7,810 | 2.31 | 1,065 | 65.22 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 244,899 | 174.84 | 33,385 | 343.94 | ||||
| 2025-07-24 | 13F | NavPoint 金融公司 | 1,612 | 220 | ||||||
| 2025-07-25 | 13F | 第1858章 | 9,776 | 1,333 | ||||||
| 2025-08-14 | 13F | 贝克资本管理有限公司 | 11,307 | 27.10 | 1,541 | 105.47 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 15,700 | 2,140 | |||||
| 2025-07-31 | 13F | 霍格金融服务有限公司 | 2,699 | 368 | ||||||
| 2025-08-04 | 13F | 联合银行 | 466,548 | 7.22 | 64 | 75.00 | ||||
| 2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 5,012 | 145.93 | 683 | 297.09 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 2,158 | 294 | ||||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 5,657 | 30.35 | 771 | 110.66 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 5,624 | 8.51 | 767 | 75.29 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 64,107 | 46.51 | 8,132 | 116.51 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 20,801 | 14.88 | 2,836 | 85.54 | ||||
| 2025-06-27 | NP | GPTY - YieldMax(TM) 人工智能与科技投资组合期权收入 ETF | 14,060 | 2,689.68 | 1,665 | 3,960.98 | ||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 1,491 | 203 | ||||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 74,529 | 10,160 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 4,151,700 | 83.99 | 565,960 | 197.17 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 9,160 | 1,249 | ||||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 15,674 | 2,137 | ||||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 6,994 | 106.56 | 590 | 148.95 | ||||
| 2025-07-09 | 13F | 湾河集团 | 28,084 | 85.47 | 3,828 | 199.77 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 6,993 | 10.58 | 953 | 78.80 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 1,518 | 207 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 779 | 9.26 | 106 | 76.67 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 12,857,794 | 9.62 | 1,752,774 | 77.06 | ||||
| 2025-07-29 | 13F | 山资本投资顾问公司 | 3,172 | 1.90 | 415 | 23.58 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 3,107 | 424 | ||||||
| 2025-07-22 | 13F | 库里南联合公司 | 4,200 | 5.00 | 573 | 69.73 | ||||
| 2025-07-22 | 13F | 斯蒂尔资本管理公司 | 23,066 | 22.20 | 3,144 | 97.36 | ||||
| 2025-07-09 | 13F | 悍马财务咨询服务公司 | 1,650 | 225 | ||||||
| 2025-07-30 | NP | OGIG - ALPS | O'Shares 全球互联网巨头 ETF 股票 | 40,904 | 4.84 | 5,390 | 62.69 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 104,637 | 1.34 | 14,264 | 63.69 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 103,802 | 9.51 | 14,150 | 76.88 | ||||
| 2025-08-11 | 13F | 添马证券有限责任公司 | 10,830 | 0.35 | 1,476 | 62.20 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 24,961 | 8.45 | 3,403 | 75.18 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 12 | 1 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 技术投资组合 I 类 | 37,500 | 33.93 | 5,112 | 116.34 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 3,865 | 5.77 | 527 | 70.78 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 5,228 | 21.95 | 689 | 89.01 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 2,102 | 287 | ||||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 2,230 | 304 | ||||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,555 | 212 | ||||||
| 2025-05-12 | 13F | 桑迪泉银行 | 852 | 67.39 | 72 | 86.84 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 200 | 27 | ||||||
| 2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 80,766 | 9.93 | 11,010 | 77.55 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 8,408 | 14.29 | 1 | |||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,846,807 | 0.56 | 251,757 | 62.42 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 1,991 | 271 | ||||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 131,048 | 1.07 | 17,864 | 63.25 | ||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 14,522 | 13.47 | 1,980 | 83.24 | ||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 17,892 | 2,439 | ||||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 1,761 | 2.21 | 240 | 65.52 | ||||
| 2025-07-09 | 13F | 萨尔财富管理集团有限公司 | 3,536 | 14.10 | 482 | 84.67 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 413,584 | 14.45 | 56,380 | 84.86 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 948,476 | 19.50 | 129,296 | 91.83 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 805,900 | 5.47 | 109,860 | 70.35 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 100,672 | 186.15 | 13,724 | 261.99 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 464,193 | 63,279 | ||||||
| 2025-06-27 | NP | GIAX - 尼古拉斯全球股票和收益 ETF | 11,389 | 1,349 | ||||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 5,060 | 24.63 | 690 | 101.46 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / 伊利诺伊州 | 2,187 | 298 | ||||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 159,966 | 0.72 | 21,080 | 56.30 | ||||
| 2025-07-10 | 13F | 赛普拉斯点财富管理有限责任公司 | 1,233,132 | 0.32 | 168,101 | 62.04 | ||||
| 2025-07-31 | 13F | 卡迪尼亚有限公司 | 65,065 | 8.30 | 8,870 | 74.93 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 7,363 | 2.62 | 1,004 | 65.79 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 1,740 | 237 | ||||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 46,534 | 3.11 | 6,344 | 49.88 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 21,791 | 167.47 | 2,971 | 324.89 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 6,814 | 807 | ||||||
| 2025-08-14 | 13F | 奥利安投资公司 | 134,525 | 3.99 | 18,338 | 67.96 | ||||
| 2025-07-17 | 13F | 拉扎里资本管理公司 | 3,512 | 13.33 | 479 | 83.14 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 1,172,140 | 3.51 | 159,786 | 67.19 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 6,668 | 53.82 | 909 | 148.77 | ||||
| 2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 2,100 | 286 |
