机构和基金投资人持股 - 买家
在PNC 金融服务集团公司中开设新头寸的主要持有者包括 维京全球投资有限责任公司, DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福, Glenmede投资管理有限公司, 中西部信托公司, 钱宁资本管理有限公司, Numerai GP 有限责任公司, 战略规划公司, 瑞穗证券美国有限公司, 恒指导金融有限责任公司, Sirios 资本管理有限公司, BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股, LCORX - Leuthold 核心投资基金零售类, 高级系列信托 - AST QMA 大盘股投资组合, Peak6有限责任公司, BEQGX - 股票成长基金投资者类别, CMALX - 克劳福德多元资产收益基金, 诺德万德顾问有限责任公司, OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股, CI 私人财富有限责任公司, 和 GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF .
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。
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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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | 14,476 | 2,699 | ||||||
2025-05-15 | 13F | 牛津资产管理公司 | 7,892 | 140.83 | 1,387 | 119.81 | ||||
2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 107,518 | 0.83 | 17,277 | -19.37 | ||||
2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 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 | 120,480 | 49.57 | 22,460 | 58.63 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,282 | 26.35 | 688 | 1.03 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 159,123 | 8.00 | 29,664 | 14.54 | ||||
2025-08-14 | 13F | 罗杰斯兄弟公司 | 13,525 | 0.04 | 2,521 | 6.10 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 481 | 0.42 | 90 | 5.95 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 165 | 511.11 | 31 | 650.00 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 169 | 144.93 | 32 | 158.33 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 954 | 178 | ||||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 7,307 | 1,362 | ||||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 74,431 | 7.79 | 12,937 | -2.38 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 97,015 | 7.14 | 18,086 | 13.63 | ||||
2025-07-23 | 13F | 远见资本管理顾问公司 | 18,168 | 5.52 | 3,387 | 11.90 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 4,684 | 7.06 | 873 | 13.67 | ||||
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 | 53,566 | 15.98 | 9,310 | 5.04 | ||||
2025-04-22 | NP | DAGVX - 纽约梅隆银行动态价值基金 A 类 | 493,488 | 65.17 | 94,710 | 47.64 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 11,325 | 0.71 | 2,111 | 6.83 | ||||
2025-08-06 | 13F | 华盛顿信托银行 | 99,349 | 15.64 | 18,521 | 22.64 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 10,609 | 14.30 | 1,978 | 21.21 | ||||
2025-08-12 | 13F | 伟克资本管理公司 | 8,470 | 0.36 | 1,579 | 6.41 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 14,983 | 0.59 | 2,793 | 6.68 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 6,591 | 65.73 | 1,229 | 60.94 | ||||
2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 37,588 | 1.22 | 7,007 | 7.35 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 1,099 | 205 | ||||||
2025-07-21 | 13F | 山顶国家银行 | 45 | 80.00 | 8 | 100.00 | ||||
2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 759 | 17.13 | 132 | 5.65 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 1,406 | 262 | ||||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,760 | 8.19 | 444 | -13.48 | ||||
2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 269 | 6,625.00 | 50 | -1.96 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 4,359 | 4.81 | 766 | -4.49 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 1,553 | 1.30 | 290 | 7.43 | ||||
2025-08-26 | NP | QLMMIX - ClearBridge 可变中盘投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,100 | 6.73 | 2,069 | 13.18 | ||||
2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 821,855 | 10.57 | 132,064 | -11.58 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 3,597 | 7.63 | 1 | |||||
2025-05-15 | 13F | 格伦梅德信托公司 | 502,956 | 9.18 | 88,405 | -0.49 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 376,262 | 1.74 | 70,143 | 7.90 | ||||
2025-05-29 | NP | JNL 系列信托 - JNL/Mellon 股票收益基金 (A) | 173,678 | 50.26 | 30,527 | 36.96 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 10,056 | 4.55 | 1,616 | -16.41 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 172,182 | 1.38 | 32,098 | 7.52 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 2,816 | 60.18 | 525 | 70.45 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 21,068 | 1.57 | 3,928 | 7.74 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 858 | 460.78 | 138 | 356.67 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 500 | 2.67 | 0 | |||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 280 | 5.66 | 49 | -4.00 | ||||
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 | 12,504 | 23.63 | 2,331 | 31.12 | ||||
2025-07-24 | 13F | 奋进私人财富有限公司 | 3,802 | 0.80 | 709 | 6.95 | ||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 1,204 | 234 | ||||||
2025-08-08 | 13F | 赫多克公司 | 2,113 | 0.05 | 394 | 6.20 | ||||
2025-08-05 | 13F | 核心另类资本 | 638 | 248.63 | 119 | 268.75 | ||||
2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 7,689 | 20.78 | 1,433 | 28.18 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 中型价值基金初始类别 | 17,196 | 86.22 | 3,206 | 97.47 | ||||
2025-07-30 | NP | DRIPX - MP63 基金 | 1,937 | 324.78 | 337 | 286.21 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 59 | 9 | ||||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,858 | 2.72 | 719 | 8.94 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 12,618 | 0.20 | 2,352 | 6.28 | ||||
2025-08-08 | 13F | 戴维斯精选顾问 | 502,357 | 1.32 | 93,649 | 7.46 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 50,164 | 28.06 | 9 | 50.00 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 699,142 | 7.61 | 130 | 14.04 | ||||
2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 18,828 | 1.64 | 3,510 | 7.77 | ||||
2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 1,334 | 249 | ||||||
2025-08-26 | NP | BUSA - Brandes 美国价值 ETF | 25,499 | 2.99 | 4,754 | 9.24 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 25,933 | 29.47 | 4,834 | 51.11 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 164,229 | 1.51 | 30,616 | 7.67 | ||||
2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 1,287 | 11.91 | 240 | 18.32 | ||||
2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 3,651 | 35.57 | 681 | 43.76 | ||||
2025-07-08 | 13F | RMR 财富创造者 | 6,190 | 1.81 | 1,154 | 7.96 | ||||
2025-08-01 | 13F | 帕萨迪纳私人财富有限责任公司 | 2,649 | 25.01 | 494 | 32.53 | ||||
2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 6,500 | 32.65 | 1,044 | 6.10 | ||||
2025-08-27 | NP | TLLVX - 大盘价值基金 | 5,182 | 1.31 | 966 | 7.45 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 1,389 | 259 | ||||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 3 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 928 | 0.11 | 173 | 6.17 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,133 | 211 | ||||||
2025-07-30 | 13F | 道德公司 | 82,245 | 1.90 | 15,277 | 8.39 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 68,092 | 2.19 | 11,835 | -7.45 | ||||
2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,783 | 60.07 | 3,018 | 28.04 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 59,261 | 5.23 | 11 | 22.22 | ||||
2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 288,910 | 24.64 | 46,425 | 6.38 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 1,755 | 39.84 | 339 | 62.98 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 2,668 | 23.29 | 429 | -1.38 | ||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,475 | 1,669.60 | 3,071 | 1,784.05 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 3,958 | 3.21 | 738 | 9.51 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 4,420 | 7.86 | 824 | 14.31 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 2,923 | 10.05 | 545 | 16.74 | ||||
2025-06-25 | NP | 富国银行全球股息机会基金 | 13,596 | 23.04 | 2,185 | -1.62 | ||||
2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 1,180 | 0.85 | 220 | 6.83 | ||||
2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 3,123 | 3.31 | 582 | 9.60 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 34,123 | 0.29 | 6,361 | 6.37 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 31,555 | 507.41 | 6 | |||||
2025-08-14 | 13F | 恒指导金融有限责任公司 | 22,748 | 4,241 | ||||||
2025-07-22 | 13F | 谷国家顾问公司 | 2,012 | 0.05 | 0 | |||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,118 | 38.89 | 395 | 47.01 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 60,163 | 1.03 | 11,216 | 7.15 | ||||
2025-08-05 | 13F | 韦克德有限责任公司 | 3,208 | 41.38 | 598 | |||||
2025-08-06 | 13F | 盈丰资产管理(北美)公司 | 11,732 | 2.49 | 2,187 | 8.70 | ||||
2025-07-24 | 13F | 戴维斯雷有限公司 | 54,319 | 0.34 | 10,126 | 6.42 | ||||
2025-03-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 1,020 | 205 | ||||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 757,108 | 7.04 | 141,140 | 13.53 | ||||
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 | 877,238 | 0.38 | 140,963 | -19.73 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 22,737 | 5.20 | 4,239 | 11.59 | ||||
2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 131 | 24 | ||||||
2025-08-14 | 13F | Potomac 基金管理公司 /adv | 7,188 | 2.07 | 1,394 | 31.79 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类 | 93,427 | 3.29 | 17,417 | 9.55 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 236 | 10.80 | 0 | |||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,425 | 5.01 | 266 | 11.34 | ||||
2025-08-28 | NP | ACMVX - 中型价值基金投资者类别 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 | 505,946 | 88.18 | 94,318 | 99.59 | ||||
2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 1,374 | 256 | ||||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 18,479 | 6.90 | 3,445 | 13.36 | ||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 5,026 | 8.67 | 937 | 15.27 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 5,260 | 914 | ||||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 143,800 | 7.89 | 26,807 | 14.43 | ||||
2025-08-11 | 13F | 塔桥顾问 | 14,813 | 1.47 | 2,761 | 7.60 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | Put | 18 | ||||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,944 | 23.74 | 362 | 31.16 | ||||
2025-08-25 | NP | YLDE - ClearBridge 股息策略 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,766 | 9.15 | 1,448 | 15.76 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,521 | 482 | ||||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 32,120 | 4.89 | 5,988 | 11.24 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 10,605 | 1,977 | ||||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 33,109 | 16.77 | 6,172 | 23.86 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 3,168 | 591 | ||||||
2025-08-13 | 13F | 施罗德投资管理集团 | 1,167,263 | 9.33 | 217,601 | 15.96 | ||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 4,121 | 0.39 | 768 | 6.52 | ||||
2025-07-15 | 13F | 斯托克顿银行 | 4,849 | 1.21 | 904 | 7.24 | ||||
2025-08-13 | 13F | 挪威银行 | 7,927,456 | 1,477,836 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 15,551 | 0.21 | 2,899 | 6.31 | ||||
2025-08-18 | NP | HNMDX - HEARTLAND 中型价值基金机构级 | 36,609 | 153.19 | 6,825 | 168.56 | ||||
2025-04-23 | 13F | 萨巴尔信托公司 | 174,518 | 0.47 | 30,675 | -8.42 | ||||
2025-08-12 | 13F | 遗产信托公司 | 19,097 | 9.47 | 3,560 | 16.11 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 23,423 | 4.41 | 4,367 | 10.73 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8,212 | 0.83 | 1,531 | 6.92 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 221,268 | 70.04 | 41,249 | 80.34 | ||||
2025-08-15 | 13F | 公平控股公司 | 14,460 | 6.65 | 2,696 | 13.09 | ||||
2025-08-04 | 13F | 海洋资本管理有限公司 | 4,585 | 0.50 | 855 | 6.62 | ||||
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,430 | 12.69 | 267 | 19.28 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 78,895 | 4.74 | 14,708 | 11.09 | ||||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 25,567 | 370.24 | 4,766 | 399.06 | ||||
2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,795 | 10.59 | 3,824 | -11.57 | ||||
2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 3,955 | 1.91 | 737 | 8.06 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 208 | 3.48 | 39 | 8.57 | ||||
2025-07-17 | 13F | 华盛顿资本管理公司 | 8,670 | 7.43 | 1,616 | 13.96 | ||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 358 | 2.29 | 67 | 8.20 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 53,855 | 25.58 | 10,043 | 33.24 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 58 | 3.57 | 11 | 11.11 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 347 | 0.87 | 65 | 6.67 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 1,989 | 1.69 | 371 | 7.87 | ||||
2025-07-30 | NP | OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股 | 7,000 | 1,217 | ||||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 61,158 | 6.44 | 10,630 | -3.61 | ||||
2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 5,733 | 1.50 | 1,069 | 17.75 | ||||
2025-07-31 | 13F | 红波投资有限责任公司 | 1,907 | 0.53 | 356 | 6.61 | ||||
2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 7,441 | 1,387 | ||||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 39,177 | 13.18 | 7,280 | 21.90 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 220,683 | 8.01 | 41,139 | 14.56 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 1,706 | 7.43 | 318 | 13.98 | ||||
2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 453 | 84 | ||||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 1,358 | 253 | ||||||
2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 95,899 | 17,877 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century 中型价值投资组合 IB 级 | 44,155 | 99.87 | 8,231 | 111.98 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,200 | 410 | |||||
2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 15,963 | 0.51 | 2,976 | 6.59 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 7,201 | 12.83 | 1,342 | 19.71 | ||||
2025-03-28 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 266 | 50 | ||||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 2,149 | 1.22 | 432 | 8.02 | ||||
2025-07-16 | 13F | 鲁弗律师事务所 | 130,619 | 49.22 | 24,350 | 58.25 | ||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 1,533 | 23.33 | 286 | 30.73 | ||||
2025-07-21 | 13F | 肯纳贝克储蓄银行 | 3,370 | 6.04 | 628 | 12.54 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 3,200 | 416.13 | 597 | 451.85 | ||||
2025-08-14 | 13F | 嘉实投资服务有限公司 | 1,359 | 2.80 | 253 | 9.05 | ||||
2025-08-14 | 13F | 索科罗资产管理有限公司 | 53,417 | 6.98 | 9,958 | 13.46 | ||||
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 | 46,595 | 12.76 | 8,099 | 2.12 | ||||
2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 1,508 | 3.64 | 281 | 10.20 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 79 | 5.33 | 13 | -20.00 | ||||
2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 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 | 1,097,521 | 1.67 | 204,600 | 7.83 | ||||
2025-05-28 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 2,445 | 32.45 | 430 | 20.51 | ||||
2025-08-07 | 13F | PFG顾问 | 1,531 | 285 | ||||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 32,036 | 0.18 | 5,972 | 6.26 | ||||
2025-06-24 | NP | MAPAX - MainStay MAP 股票基金 A 类 | 71,746 | 8.24 | 11,529 | -13.45 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 212 | 443.59 | 40 | 550.00 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 138 | 11.29 | 22 | -8.33 | ||||
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 | 21 | 3 | ||||||
2025-07-11 | 13F | 阿迪朗达克信托公司 | 408 | 25.93 | 76 | 35.71 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 19,469 | 22.86 | 3,630 | 30.31 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 5,223 | 3.57 | 974 | 9.82 | ||||
2025-07-23 | 13F | BankPlus 信托部 | 1,400 | 27,900.00 | 261 | |||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 630,483 | 2.31 | 117,535 | 8.51 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 15,988,631 | 7.46 | 2,980,601 | 13.97 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 4,444 | 2.99 | 828 | 9.23 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | 859 | 160 | ||||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 5,491 | 0.38 | 1,024 | 6.45 | ||||
2025-08-11 | 13F | 潮汐有限责任公司 | 41 | 17.14 | 8 | 16.67 | ||||
2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 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 | 49,147 | 7.99 | 8,542 | -2.20 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 79 | 13 | ||||||
2025-07-18 | 13F | 权力咨询集团有限责任公司 | 1,506 | 10.33 | 281 | 17.15 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 11,800 | 2,200 | ||||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 2,117 | 395 | ||||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 5,701 | 0.90 | 1,063 | 6.95 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 9,808 | 9.24 | 1,828 | 15.84 | ||||
2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 1,288 | 240 | ||||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,289 | 427 | ||||||
2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 9,925 | 11.35 | 1,595 | -11.00 | ||||
2025-08-06 | 13F | 霍兰证券公司 | 1,290 | 6.17 | 240 | 12.68 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 251 | 2.03 | 47 | 6.98 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 903 | 5.00 | 168 | 11.26 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 4,523 | 6.50 | 843 | 13.00 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,075 | 200 | ||||||
2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 1,492 | 0.95 | 278 | 7.34 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 20,144 | 14.26 | 3,501 | 3.49 | ||||
2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108,158 | 0.18 | 17,380 | -19.89 | ||||
2025-07-18 | 13F | 信托金融公司 | 1,188,390 | 2.79 | 221,540 | 9.02 | ||||
2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 2,526 | 39.40 | 471 | 47.80 | ||||
2025-07-25 | 13F | 航点财富顾问 | 2,438 | 454 | ||||||
2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 337 | 10.86 | 63 | 16.98 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 125,301 | 52.58 | 23,359 | 61.83 | ||||
2025-08-14 | 13F | Junto资本管理有限责任公司 | 210,742 | 39,287 | ||||||
2025-07-11 | 13F | 赖特投资者服务公司 | 2,995 | 2.96 | 558 | 9.20 | ||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 9,346 | 242.47 | 1,742 | 263.67 | ||||
2025-06-26 | NP | FEKFX - 富达股票收益 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 | 20,911 | 7.73 | 3,360 | -13.85 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 1,643 | 0.92 | 323 | 22.90 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 6,631 | 44.37 | 1,236 | 39.66 | ||||
2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 7,589 | 1,415 | ||||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 687 | 18.24 | 128 | 25.49 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 336 | 6.33 | 63 | 12.73 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 10,460 | 1.41 | 1,950 | 7.50 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 720,089 | 6.64 | 134,239 | 13.10 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 20,025 | 7.86 | 3,481 | -2.30 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 4,123 | 12.47 | 769 | 19.25 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,492 | 4.56 | 240 | -16.43 | ||||
2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 1,723 | 2.07 | 303 | -7.08 | ||||
2025-07-17 | 13F | 正佳资产管理有限公司 | 5,462 | 0.05 | 1 | |||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 1,322 | 246 | ||||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 6,236 | 17.37 | 1,084 | 6.28 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 11,228,699 | 2.06 | 2,093,254 | 8.24 | ||||
2025-08-13 | 13F | 河路资产管理有限责任公司 | 101,245 | 1.82 | 19,264 | 10.21 | ||||
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 | 2,496 | 180.13 | 401 | 124.02 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 3,496 | 6.13 | 652 | 12.63 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 7,936 | 0.03 | 1,474 | 4.61 | ||||
2025-08-18 | 13F | 泰勒-斯通财富管理 | 1,267 | 236 | ||||||
2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 5,644 | 23.31 | 1,052 | 30.85 | ||||
2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81,174 | 14.64 | 13,044 | -8.33 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,005,926 | 491.72 | 187,525 | 527.59 | ||||
2025-08-07 | 13F | 涵盖更多资产管理 | 2,209 | 75.32 | 412 | 85.97 | ||||
2025-07-25 | 13F | 养老金保障基金委员会 | 1,800 | 336 | ||||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 1,090 | 203 | ||||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,726 | 10.50 | 277 | -11.50 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 326,284 | 17.20 | 64,138 | 31.07 | ||||
2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,704 | 2.65 | 334 | 26.04 | ||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 7,752 | 9.82 | 1,445 | 16.53 | ||||
2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 52,451 | 28.53 | 8,428 | 2.78 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 4,492 | 11.96 | 837 | 18.72 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 102,429 | 7.54 | 16,459 | -14.01 | ||||
2025-07-10 | 13F | 巴德尔银行 | 1,342 | 0.90 | 249 | 6.44 | ||||
2025-07-15 | 13F | 圣托里与彼得斯公司 | 2,983 | 0.64 | 556 | 6.92 | ||||
2025-08-08 | 13F | 艾伯塔省投资管理公司 | 29,212 | 16.38 | 5,446 | 23.44 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 18 | 3 | ||||||
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 | 570,758 | 8.68 | 99,203 | -1.57 | ||||
2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 38,561 | 1.85 | 7,189 | 8.01 | ||||
2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | 36,852 | 45.95 | 6,405 | 32.20 | ||||
2025-08-06 | 13F | 荷兰集团 | 1,191 | 222 | ||||||
2025-07-18 | 13F | RKL财富管理有限责任公司 | 4,128 | 15.99 | 770 | 23.04 | ||||
2025-08-14 | 13F | 骑士桥资产管理有限公司 | 1,262 | 235 | ||||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 697 | 114.46 | 130 | 126.32 | ||||
2025-08-04 | 13F | 经济金融服务公司 | 1,637 | 0.49 | 305 | 6.64 | ||||
2025-07-18 | 13F | 山猫投资咨询 | 2,962 | 3.78 | 552 | 10.18 | ||||
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 | 6,274 | 27.08 | 1,170 | 34.83 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 3,605 | 24.10 | 672 | 31.76 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 486,834 | 5.53 | 90,738 | 11.96 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 7,559 | 70.56 | 1,409 | 80.87 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 59,249 | 1.15 | 11,045 | 7.27 | ||||
2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 67,923 | 5,821.80 | 10,915 | 4,645.22 | ||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 3,567 | 1 | ||||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 34,877 | 6.77 | 6,524 | 15.45 | ||||
2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 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 | 112,900 | 318.15 | 19,623 | 278.75 | ||||
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 | 15 | 15.38 | 2 | 0.00 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 190,265 | 13.16 | 35,469 | 20.02 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 22,940 | 3.90 | 4,276 | 10.21 | ||||
2025-07-29 | 13F | 路边石金融管理公司 | 2,228 | 415 | ||||||
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 | 15,938 | 2,971 | ||||||
2025-07-17 | 13F | 罗利资本管理公司 | 12,550 | 32.17 | 2,340 | 40.23 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 42 | 10.53 | 8 | 16.67 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 11,000 | 2,062 | |||||
2025-08-13 | 13F | 汇丰控股有限公司 | Put | 11,800 | 11,700.00 | 2,212 | 12,905.88 | |||
2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 63,857 | 2.01 | 11,904 | 8.19 | ||||
2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 2,480 | 4.07 | 462 | 10.53 | ||||
2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 1,432 | 1.63 | 281 | 30.84 | ||||
2025-08-14 | 13F | 新英格兰资产管理公司 | 21,305 | 0.50 | 3,972 | 6.58 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 6,480 | 51.05 | 1,242 | 69.67 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 925 | 26.89 | 173 | |||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 1,194 | 0.67 | 223 | -2.20 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 2,300 | 429 | |||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 219,813 | 10.10 | 38,206 | -0.29 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 131,516 | 1.32 | 24,517 | 7.46 | ||||
2025-08-01 | 13F | 孟德尔资金管理 | 5,173 | 1.47 | 964 | 7.59 | ||||
2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 443 | 23.74 | 83 | 32.26 | ||||
2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 3,385 | 12.35 | 665 | 25.71 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 6,326 | 16.39 | 1,017 | -6.96 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 2,369 | 4.82 | 442 | 11.08 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 6,099 | 1.62 | 1,137 | 7.78 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 33,543 | 27.00 | 6,253 | 34.70 | ||||
2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 1,095 | 204 | ||||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 2,043 | 1.49 | 381 | 7.65 | ||||
2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,740 | 2.89 | 2,047 | -17.73 | ||||
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 | 16,300 | 92 | ||||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 2,543 | 32.93 | 474 | 41.07 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 85 | 16 | ||||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 222 | 1,133.33 | 41 | 1,266.67 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 13,568 | 0.17 | 2,529 | 6.26 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 410 | 33.99 | 76 | 43.40 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 600,706 | 39.12 | 111,984 | 47.55 | ||||
2025-08-11 | 13F | 沃杜州银行 | 17,237 | 6.52 | 3 | 50.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 44,698 | 96.16 | 8,333 | 108.04 | ||||
2025-08-05 | 13F | 坎比亚投资有限公司 | 232,901 | 0.10 | 43,417 | 6.16 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 87 | 7.41 | 15 | 0.00 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 263 | 50 | ||||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 97,865 | 2.95 | 18,244 | 9.18 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 185,654 | 74.88 | 34,610 | 85.47 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,221,335 | 0.46 | 227,681 | 25.05 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 6,731 | 4.57 | 1,255 | 10.88 | ||||
2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 1,100 | 205 | ||||||
2025-08-07 | 13F | 财务演讲公司 | 200 | 37 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 6,148 | 105.83 | 1,146 | 118.29 | ||||
2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 200,233 | 1.01 | 34,802 | -8.52 | ||||
2025-08-26 | NP | 机构投资策略基金 | 44 | 37.50 | 8 | 60.00 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 53,900 | 8.23 | 10,012 | 16.96 | |||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 68,800 | 4.24 | 12,780 | 12.65 | |||
2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 44 | 15.79 | 8 | 33.33 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 8,442 | 330.49 | 1,568 | 365.28 | ||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 3,354 | 0.96 | 625 | 7.20 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 2,109 | 9.33 | 393 | 16.27 | ||||
2025-03-19 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 28,793 | 87.52 | 5,786 | 100.17 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 18,960 | 45.33 | 3,535 | 54.12 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 2,638 | 492 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 10,700 | 21.54 | 1,995 | 28.89 | ||||
2025-08-12 | 13F | 登陆点金融集团有限责任公司 | 1,177 | 219 | ||||||
2025-07-11 | 13F | 兰兹金融有限责任公司 | 2,359 | 29.40 | 440 | 37.19 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 13,409 | 24.73 | 2,500 | 32.29 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 4,989 | 666.36 | 1,003 | 721.31 | ||||
2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 708 | 20.00 | 114 | -4.24 | ||||
2025-05-27 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 94,515 | 27.68 | 16,613 | 16.37 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 20,623 | 3,845 | ||||||
2025-06-24 | NP | SVAAX - 联合战略价值股息基金 A 类股票 | 1,339,800 | 23.94 | 215,292 | -0.89 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 11,360 | 7.41 | 2 | 100.00 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,044 | 2.25 | 195 | 8.38 | ||||
2025-07-29 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 63,878 | 60.73 | 11,103 | 45.56 | ||||
2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 8,318 | 45.78 | 1,337 | 16.58 | ||||
2025-04-16 | NP | CLSE - 融合多/空股票 ETF | 10,154 | 42.17 | 1,949 | 27.07 | ||||
2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 4,205 | 0.36 | 784 | 6.39 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 872 | 116.38 | 152 | 96.10 | ||||
2025-08-01 | 13F | SYM金融公司 | 3,360 | 626 | ||||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 1,232 | 230 | ||||||
2025-07-07 | 13F | 西联银行 | 59,775 | 1.37 | 11,143 | 7.52 | ||||
2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 32,003 | 4.39 | 5,966 | 10.71 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 64 | 12 | ||||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 455 | 18.18 | 73 | -5.19 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 457 | 1.78 | 85 | 8.97 | ||||
2025-06-27 | NP | AAARX - 战略配置:进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,855 | 179.63 | 459 | 123.41 | ||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 1,371 | 256 | ||||||
2025-08-11 | 13F | 经验金融有限责任公司 | 14,131 | 0.66 | 2,634 | 6.77 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 612 | 284.91 | 114 | 322.22 | ||||
2025-08-11 | 13F/A | 犀牛投资伙伴公司 | 51,761 | 84.56 | 9,649 | 95.76 | ||||
2025-08-07 | 13F | 理查德杨有限公司 | 85,276 | 0.10 | 15,897 | 6.17 | ||||
2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 3,282 | 208.75 | 570 | 179.41 | ||||
2025-08-26 | NP | MADFX - Matrix Advisors 股息基金 | 13,950 | 17.23 | 2,601 | 24.34 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 6,062 | 2.14 | 1,153 | 20.99 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 29 | 38.10 | 6 | 66.67 | ||||
2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 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 | 80,216 | 0.38 | 15,395 | -10.28 | ||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 119,430 | 2.89 | 22,264 | 9.12 | ||||
2025-08-13 | 13F | 财富信托公理有限责任公司 | 7,490 | 0.07 | 1,396 | 6.16 | ||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 5,343 | 0.60 | 996 | 6.75 | ||||
2025-08-14 | 13F | Sirios 资本管理有限公司 | 22,610 | 4,215 | ||||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 4,685 | 0.30 | 873 | 6.33 | ||||
2025-06-26 | NP | FLCSX - 富达大盘股票基金 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 | 260,905 | 0.62 | 41,925 | -19.54 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 214,238 | 0.30 | 39,938 | 6.37 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 1,114 | 208 | ||||||
2025-08-14 | 13F | 遗产财富管理有限公司 | 7,438 | 0.35 | 1,387 | 6.45 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 9,237 | 2.84 | 1,722 | 19.35 | ||||
2025-08-12 | NP | PCAFX - 探矿者资本增值基金 | 3,455 | 39.03 | 644 | 47.71 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 2,477 | 1.27 | 462 | 7.46 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 29,300 | 3.90 | 5,462 | 10.21 | |||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 19,184 | 10.56 | 3,576 | 17.25 | ||||
2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 53,000 | 1.92 | 8,517 | -18.50 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 543 | 101 | ||||||
2025-08-12 | NP | POPFX - 探矿者机会基金 | 29,040 | 27.99 | 5,414 | 35.73 | ||||
2025-08-04 | 13F | 俄亥俄州 | 146,382 | 4.34 | 27,289 | 10.66 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 12,446 | 3.57 | 2,321 | 9.85 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 60,100 | 4.17 | 11,204 | 10.48 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 193 | 21.38 | 36 | 29.63 | ||||
2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 3,003,311 | 2.29 | 482,602 | -18.20 | ||||
2025-07-10 | 13F | 罗克兰信托公司 | 10,499 | 0.51 | 1,957 | 6.59 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 200 | 0 | ||||||
2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 6,127 | 27.57 | 1,142 | 35.31 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 5,405 | 15.32 | 939 | 4.45 | ||||
2025-07-31 | 13F | 施耐德唐斯财富管理顾问有限合伙人 | 11,865 | 7.09 | 2,212 | 13.56 | ||||
2025-07-10 | 13F | 贝克天职金融有限公司 | 2,027 | 8.98 | 378 | 15.64 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 213,059 | 27.68 | 39,718 | 35.41 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 461,211 | 0.78 | 85,979 | 6.88 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,865 | 3.84 | 348 | 10.16 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 111,856 | 4.09 | 20,852 | 10.40 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -71,210 | -13,275 | |||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 2,720 | 26.16 | 507 | 33.77 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 132,698 | 4.60 | 24,738 | 10.93 | ||||
2025-08-12 | 13F | 美国世纪公司 | 1,568,263 | 44.33 | 292,356 | 53.07 | ||||
2025-08-14 | 13F | 农林中金银行 | 20,791 | 4.90 | 3,876 | 11.25 | ||||
2025-07-09 | 13F | 防波堤资本集团 | 4,698 | 0.32 | 876 | 6.32 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 134 | 0.75 | 25 | 8.70 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 2,582 | 11.68 | 481 | 18.47 | ||||
2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 501 | 81 | ||||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 324 | 27.56 | 57 | 16.67 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 2,303 | 1.81 | 433 | 19.01 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 1,075 | 200 | ||||||
2025-07-08 | 13F | IAM 咨询有限责任公司 | 9,910 | 0.09 | 1,848 | 6.15 | ||||
2025-08-14 | 13F | 马耳他资本管理有限公司 | 15,000 | 2,796 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 62,049 | 2.46 | 11,567 | 8.67 | ||||
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 | 210,520 | 22.95 | 39,245 | 30.40 | ||||
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 | 180,916 | 1.13 | 29,071 | -19.13 | ||||
2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,312 | 28.80 | 372 | 3.06 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 13,409 | 28.90 | 2,331 | 16.73 | ||||
2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 6,426 | 0.17 | 1,198 | 6.21 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 1,534 | 3.16 | 249 | -13.29 | ||||
2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 10,477 | 8.35 | 1,953 | 14.95 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 871 | 26.78 | 162 | 35.00 | ||||
2025-07-31 | 13F | WFA资产管理公司 | 338 | 0.60 | 53 | -3.70 | ||||
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 | 187 | 10.65 | 30 | -9.09 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 46,245 | 1.74 | 8,621 | 7.90 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 570 | 3.45 | 106 | 10.42 | ||||
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 | 97,813 | 1.29 | 15,718 | -19.01 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 5,328 | 8.47 | 1,014 | 17.50 | ||||
2025-08-06 | 13F | 泽文资产管理有限公司 | 42,568 | 0.03 | 8 | 0.00 | ||||
2025-05-27 | 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 | 1,312 | 2,016.13 | 231 | 1,990.91 | ||||
2025-07-08 | 13F | NBC 证券公司 | 5,847 | 15.48 | 1 | |||||
2025-07-02 | 13F | 迈克尔·S·瑞安公司 | 2,169 | 9.05 | 404 | 15.76 | ||||
2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 1,094 | 204 | ||||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 2,841 | 530 | ||||||
2025-07-31 | 13F | 三井住友信托控股公司 | 990,217 | 3.02 | 184,596 | 9.27 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 56,483 | 89.46 | 10,498 | 104.88 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 8,527 | 0.65 | 1,590 | 6.72 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 31,061 | 31.19 | 5,790 | 39.15 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 2,900 | 24.04 | 558 | 35.77 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 1,138 | 101.06 | 212 | 114.14 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 338,896 | 1.84 | 63,177 | 8.01 | ||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 3,795 | 76.59 | 708 | 87.53 | ||||
2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 67,466 | 16.77 | 10,841 | -6.62 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 7,686 | 6.91 | 1,433 | 13.38 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 144 | 27 | ||||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | 207,825 | 23.45 | 38,743 | 30.93 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 914 | 170 | ||||||
2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 3,232 | 5.93 | 603 | 12.31 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 6,549 | 51.88 | 1,266 | 67.24 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 28,967 | 0.01 | 5,400 | 18.43 | ||||
2025-07-29 | 13F | 地区金融公司 | 246,960 | 1.23 | 46,038 | 7.37 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 60,271 | 1.76 | 11,236 | 7.91 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 2,801 | 25.89 | 522 | 22.25 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 26,072 | 96.50 | 4,860 | 108.40 | ||||
2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,085 | 0.16 | 496 | -19.90 | ||||
2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 118 | 13.46 | 24 | 21.05 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 2,325,802 | 4.40 | 433,578 | 10.75 | ||||
2025-07-24 | 13F | 康宁公司 | 196,559 | 0.17 | 36,643 | 6.24 | ||||
2025-03-31 | NP | FDVV - 富达高股息 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 | 110,759 | 17.70 | 22,257 | 25.63 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 60,200 | 502.00 | 11,222 | 538.70 | |||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 10,403 | 1,939 | ||||||
2025-08-12 | 13F | 三合一金融合作伙伴有限责任公司 | 1,088 | 203 | ||||||
2025-08-29 | NP | GBCIX - Gabelli 股息增长基金 I 类 | 2,800 | 12.00 | 522 | 18.68 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 129 | 24 | ||||||
2025-08-08 | 13F | 维斯特科公司 | 8,220 | 13.83 | 2 | 0.00 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 3,994 | 12.35 | 745 | 19.23 | ||||
2025-08-08 | 13F | KBC 集团 | 284,707 | 5.55 | 53 | 12.77 | ||||
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 | 26,894 | 4.61 | 4,322 | -16.36 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 16,738 | 1.12 | 2,690 | -19.15 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 20,676 | 1.87 | 3,634 | -7.15 | ||||
2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 845,385 | 8.34 | 157,597 | 14.90 | ||||
2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 12,821 | 1.33 | 2,390 | 7.46 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 89,939 | 31.07 | 16,766 | 39.01 | ||||
2025-08-13 | 13F | 法国集团 | 1,077 | 2.96 | 200 | 8.74 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 21 | 4 | ||||||
2025-06-24 | NP | FRBSX - 富兰克林互助美国价值基金 A 类 | 111,876 | 0.80 | 17,977 | -19.40 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 1,800 | 336 | ||||||
2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 11,502 | 5,651.00 | 1,848 | 4,894.59 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 9,261 | 36.73 | 1,726 | 45.04 | ||||
2025-08-11 | 13F | 信托银行 | 3,131 | 21.50 | 584 | 28.98 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 15,654 | 112.83 | 2,918 | 125.85 | ||||
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 | 74,594 | 1.95 | 13,906 | 8.13 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 86,317 | 0.49 | 15,003 | -8.99 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 8,476 | 212.65 | 1,580 | 231.72 | ||||
2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 1,082 | 202 | ||||||
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 | 138,875 | 18.72 | 25,889 | 25.92 | ||||
2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 2,346 | 94.21 | 408 | 76.19 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 6,379 | 26.14 | 1,189 | 33.75 | ||||
2025-07-15 | 13F | 退休收入解决方案公司 | 1,103 | 206 | ||||||
2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 1,203 | 224 | ||||||
2025-06-17 | NP | CFVLX - 价值基金股票 | 28,250 | 14.14 | 4,539 | -8.73 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 5,464 | 73.90 | 1,081 | 109.71 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,495 | 28.72 | 838 | 36.54 | ||||
2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,976 | 5.31 | 555 | 14.23 | ||||
2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 816,817 | 12.11 | 131,254 | -10.35 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 106,540 | 0.42 | 19,861 | 6.51 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 158,071 | 9.21 | 29,468 | 15.83 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 28,100 | 97.89 | 5,238 | 109.94 | |||
2025-07-15 | 13F | 卡尔金融集团公司 | 3,525 | 0.54 | 657 | 6.66 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 8,400 | 55.56 | 1,566 | 64.91 | |||
2025-08-07 | 13F | 米德资产管理公司 | 292 | 22.18 | 54 | 28.57 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 9,071 | 1.14 | 1,691 | 7.30 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 69,857 | 141.41 | 12,279 | 120.04 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 27,691 | 3.82 | 4,450 | -16.98 | ||||
2025-07-02 | 13F | 第一金融银行-信托部 | 2,185 | 6.17 | 407 | 12.74 | ||||
2025-06-26 | NP | FNKLX - 富达系列价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 912,900 | 9.19 | 146,694 | -12.69 | ||||
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 | 29,490 | 91.69 | 5,498 | 103.29 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 19,205 | 3.44 | 3,580 | 9.71 | ||||
2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 13,414 | 5.91 | 2,331 | -4.07 | ||||
2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 173,475 | 8.28 | 27,876 | -13.41 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 13,497 | 4.83 | 2,516 | 11.18 | ||||
2025-08-13 | 13F | 峰会财富集团有限公司 | 1,330 | 248 | ||||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 8 | 1 | ||||||
2025-08-12 | 13F | Agp Franklin 有限责任公司 | 1,216 | 227 | ||||||
2025-08-14 | 13F | Numerai GP 有限责任公司 | 41,864 | 7,804 | ||||||
2025-07-29 | 13F | 私人信托公司 | 10,715 | 1.54 | 1,997 | 7.71 | ||||
2025-08-14 | 13F | 椴木资本管理有限公司 | 162,299 | 32.24 | 30,256 | 40.25 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 27,322 | 20.96 | 5,093 | 28.29 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,498,612 | 0.98 | 465,791 | 7.10 | ||||
2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 1,135 | 212 | ||||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,814,261 | 14.77 | 338,209 | 24.49 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 1,141 | 213 | ||||||
2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 453 | 24.79 | 84 | 20.00 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 43,427 | 8,096 | ||||||
2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 2,655 | 93.09 | 495 | 104.98 | ||||
2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,775 | 26.89 | 517 | 34.64 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 29,718 | 4.97 | 5,540 | 11.33 | ||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 46,559 | 5.95 | 9 | 14.29 | ||||
2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 12,189 | 3.25 | 2,272 | 9.55 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 623,154 | 607.16 | 116,168 | 650.00 | ||||
2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 17,096 | 9.14 | 3,187 | 15.76 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 151,930 | 34.54 | 28,279 | 42.36 | ||||
2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 5,704 | 32.59 | 1,063 | 40.61 | ||||
2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 40,714 | 18.02 | 7,590 | 25.17 | ||||
2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 267 | 6.80 | 46 | -2.13 | ||||
2025-08-06 | 13F | 方正金融证券有限公司 | 13,816 | 6.38 | 2,576 | 24.22 | ||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,191 | 0.08 | 222 | 6.22 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 16,156 | 0.22 | 3,012 | 6.28 | ||||
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 | 1,213 | 4.48 | 226 | 10.78 | ||||
2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 164,772 | 2.42 | 30,717 | 8.63 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 16,432 | 6.66 | 3,063 | 13.15 | ||||
2025-07-07 | 13F | 班戈储蓄银行 | 5,607 | 2.64 | 1,045 | 8.85 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,814 | 33.97 | 338 | 42.62 | ||||
2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,570 | 6.80 | 293 | 13.18 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 3,129 | 12.07 | 583 | 18.98 | ||||
2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 7,162 | 8.83 | 1,335 | 15.48 | ||||
2025-08-14 | 13F | 松港财富管理有限责任公司 | 1,619 | 9.47 | 302 | 15.77 | ||||
2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 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 | 33,774 | 2.36 | 6,296 | 8.57 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 8,746 | 24.13 | 1,630 | 31.66 | ||||
2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 4,065 | 141.96 | 758 | 156.61 | ||||
2025-08-12 | 13F | 哈特兰顾问公司 | 46,458 | 90.04 | 8,661 | 101.58 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 6,624 | 4.43 | 1,235 | 10.77 | ||||
2025-07-16 | 13F | 达科他财富管理 | 3,304 | 3.90 | 616 | 10.39 | ||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 1,085,316 | 11.72 | 174,399 | -10.66 | ||||
2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 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 | 429,093 | 2.63 | 79,992 | 8.85 | ||||
2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 1,565 | 292 | ||||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 41,035 | 56.36 | 8 | 75.00 | ||||
2025-08-07 | 13F | 奥特曼顾问公司 | 10,993 | 1.69 | 2,116 | 21.82 | ||||
2025-08-11 | 13F | 遗产财富顾问 | 1,933 | 1.52 | 360 | 7.78 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 20,069 | 0.93 | 3,741 | 7.04 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 647 | 16.58 | 0 | |||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 41,512 | 5.71 | 7,739 | 12.11 | ||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 13,980 | 20.32 | 2,606 | 27.62 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 184,579 | 1.54 | 34 | 9.68 | ||||
2025-07-09 | 13F | 捷克国家银行 | 96,690 | 6.32 | 18,025 | 12.76 | ||||
2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 197,397 | 1,014.86 | 34,696 | 916.29 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 22,270 | 1,425.34 | 4,152 | 1,521.48 | ||||
2025-07-22 | 13F | 综合资本管理有限责任公司 | 4,698 | 0.56 | 1 | |||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 25,862 | 5.83 | 4,495 | -4.16 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 1,814,976 | 4.58 | 338,348 | 10.92 | ||||
2025-08-12 | 13F | 迪恩投资有限公司 | 35,989 | 1.24 | 6,709 | 7.38 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 4,947 | 4.68 | 922 | 11.08 | ||||
2025-06-26 | NP | FVLAX - 富达顾问价值领袖基金 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 | 5,350 | 27.11 | 860 | 1.66 | ||||
2025-06-26 | NP | FBCVX - 富达蓝筹价值基金 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 | 107,800 | 20.31 | 17,322 | -3.79 | ||||
2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 54,942 | 477.61 | 10,242 | 512.93 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 209 | 10.58 | 0 | |||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 59,050 | 3.48 | 11,008 | 9.75 | ||||
2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 612,946 | 1.21 | 106,536 | -8.34 | ||||
2025-07-29 | 13F | 大师财富管理有限公司 | 2,667 | 28.84 | 497 | 36.91 | ||||
2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 2,916 | 7.13 | 561 | 32.94 | ||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 15,297 | 3.07 | 2,852 | 10.55 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,276 | 1.35 | 238 | 7.24 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 8,777,313 | 1.07 | 1,628,302 | 7.07 | ||||
2025-08-20 | 13F | 北达拉斯银行与信托公司 | 3,512 | 655 | ||||||
2025-07-10 | 13F | 韦蒙特私人资本 | 5,143 | 9.01 | 1,009 | 40.59 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 212 | 7.61 | 41 | 7.89 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 217,950 | 6.37 | 41 | 11.11 | ||||
2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 119,240 | 169.53 | 22,229 | 185.85 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 4,300 | 13,337.50 | 802 | 15,920.00 | ||||
2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 17,741 | 2,851 | ||||||
2025-08-04 | 13F | 遗产投资者管理公司 | 1,922 | 1.42 | 0 | |||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 21,661 | 0.88 | 4,038 | 7.00 | ||||
2025-03-28 | NP | AMECX - 美国 A 类收入基金 | 1,114,500 | 120.74 | 223,959 | 135.61 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 65,501 | 2.51 | 12,211 | 8.72 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 14,965 | 28.79 | 2,405 | 2.96 | ||||
2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 6,129 | 0.02 | 1,143 | 6.04 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 2,268 | 449 | ||||||
2025-07-11 | 13F | 平博银行公司 | 698 | 7.72 | 130 | 15.04 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 781 | 72.03 | 145 | 82.28 | ||||
2025-08-15 | 13F | 视凯威投资顾问有限公司 | 2,508 | 39.33 | 0 | |||||
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 | 544,954 | 11.61 | 101,590 | 18.37 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 95,786 | 38.09 | 17,856 | 46.46 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,482 | 276 | ||||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 8 | 300.00 | 1 | |||||
2025-07-16 | 13F | 劳埃德咨询服务有限公司。 | 1,165 | 217 | ||||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 389 | 14.08 | 73 | 22.03 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 1,636 | 4.07 | 284 | -5.65 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 8,359 | 27.87 | 1,558 | 35.60 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,165 | 217 | ||||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 66 | 11 | ||||||
2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 439 | 82 | ||||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,408 | 2.25 | 262 | 8.26 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,185 | 1,200.60 | 351 | 963.64 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 517,965 | 2.27 | 96,559 | 8.47 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 36,420 | 14.12 | 6,789 | 21.04 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 28,959 | 1.18 | 5,399 | 7.32 | ||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 946 | 176 | ||||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,582 | 11.68 | 481 | 18.47 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 30,170 | 0.21 | 5,624 | 6.27 | ||||
2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 4,250 | 121.12 | 739 | 100.54 | ||||
2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 3,902 | 54.78 | 728 | 64.11 | ||||
2025-07-29 | NP | KBWB - Invesco KBW 银行 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 | 833,819 | 18.40 | 144,926 | 7.23 | ||||
2025-08-06 | 13F | 股权投资公司 | 618,938 | 5.53 | 115,382 | 11.93 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 8,378 | 29.19 | 1,346 | 3.30 | ||||
2025-06-05 | NP | GEQIX - 股票收益投资组合 | 1,550 | 249 | ||||||
2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 29,053 | 0.57 | 5,416 | 6.68 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 6,048 | 7.98 | 1,051 | -2.14 | ||||
2025-07-31 | 13F | 新罕布什尔信托 | 12,681 | 0.25 | 2,364 | 6.30 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 16,723 | 0.78 | 2,687 | -19.41 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 189,391 | 1,537.34 | 35,306 | 1,636.65 | ||||
2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 34,055 | 108.70 | 5,919 | 89.05 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 9,075 | 6.44 | 1,692 | 12.88 | ||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 95,043 | 1.16 | 17,718 | 7.28 | ||||
2025-08-14 | 13F | 南岸银行 | 4,726 | 2.85 | 881 | 9.17 | ||||
2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 193,755 | 30.45 | 31,134 | 4.32 | ||||
2025-08-13 | 13F | 西切斯特资本顾问公司 | 2,877 | 1.27 | 536 | 7.41 | ||||
2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 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 | 32,643 | 8.91 | 6,085 | 15.51 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 49,224 | 1.77 | 9,176 | 7.94 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 8,244 | 2.92 | 1,537 | 9.17 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 9,037 | 56.35 | 1,685 | 65.91 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 25 | 4 | ||||||
2025-08-13 | 13F | 史密斯摩尔公司 | 1,985 | 3.01 | 370 | 9.47 | ||||
2025-08-12 | 13F | 南方平原金融公司 | 4,208 | 53.02 | 784 | 62.32 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 52,450 | 8,428 | ||||||
2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,500 | 466 | ||||||
2025-08-06 | 13F | 安佳资本顾问有限公司 | 354,777 | 0.10 | 66,137 | 6.17 | ||||
2025-06-26 | NP | FGILX - 富达全球股票收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,747 | 4.65 | 2,530 | -16.31 | ||||
2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 1,092 | 204 | ||||||
2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,193 | 21.49 | 192 | -3.05 | ||||
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 | 772 | 175.71 | 124 | 121.43 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 23,003 | 3.32 | 3,998 | -6.41 | ||||
2025-08-11 | 13F | 领头羊顾问有限责任公司 | 24 | 4 | ||||||
2025-08-13 | 13F | 布朗咨询公司 | 103,776 | 28.40 | 19,346 | 36.18 | ||||
2025-05-16 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 26,942 | 30.44 | 4,736 | 18.88 | ||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 7,400 | 1,380 | ||||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 11,800 | 2,200 | |||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 6,555 | 0.61 | 1,222 | 6.64 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 10,300 | 10,200.00 | 1,920 | 11,194.12 | |||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 23,764 | 79.70 | 3,819 | 91.00 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 8,113 | 119.15 | 1,512 | 132.62 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 3,102 | 4.80 | 578 | 11.15 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 110,525 | 0.49 | 20 | 11.11 | ||||
2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 845,700 | 17.18 | 157,630 | 24.31 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 154,700 | 37.28 | 28,839 | 45.60 | ||||
2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 2,044 | 90.32 | 328 | 52.56 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 36,212 | 60.71 | 6,224 | 50.92 | ||||
2025-07-21 | 13F | 安角储蓄银行 | 3,896 | 0.52 | 726 | 6.61 | ||||
2025-08-14 | 13F | FIL有限公司 | 786,783 | 1.82 | 146,672 | 7.99 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 35 | 9.38 | 7 | 20.00 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 26,771 | 6.69 | 4,991 | 13.15 | ||||
2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 2,549 | 26.56 | 410 | 1.24 | ||||
2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 6,039 | 1,122 | ||||||
2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,248 | 233 | ||||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 194,503 | 10.70 | 36,259 | 17.41 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 1,082 | 78.84 | 202 | 89.62 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 124,368 | 74.67 | 23,185 | 85.25 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 2,990 | 587 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 238,347 | 20.67 | 44,478 | 30.80 | ||||
2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 3,930 | 733 | ||||||
2025-08-13 | 13F | 盟友金融公司 | 5,500 | 1,025 | ||||||
2025-07-28 | 13F | Kiker 财富管理有限公司 | 99 | 10.00 | 18 | 20.00 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 42,800 | 17.91 | 7,979 | 25.05 | ||||
2025-08-05 | 13F | 战略金融概念有限责任公司 | 3,949 | 736 | ||||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,527 | 8.53 | 285 | 14.98 | ||||
2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 2,957 | 8.63 | 551 | 15.27 | ||||
2025-07-24 | NP | FALAX - 富达顾问大盘基金 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 | 85,441 | 1.67 | 14,850 | -7.93 | ||||
2025-08-07 | 13F | 中西部信托公司 | 140,306 | 26,156 | ||||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 570,307 | 30.58 | 106,317 | 38.49 | ||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 894 | 167 | ||||||
2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 2,423 | 6.41 | 452 | 12.75 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 591 | 104 | ||||||
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 | 8,565 | 1.49 | 1,376 | -18.82 | ||||
2025-08-12 | 13F | 国家信托银行 | 175 | 12.18 | 33 | 18.52 | ||||
2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 1,302 | 0.70 | 243 | 6.61 | ||||
2025-08-13 | 13F | 莫内科顾问有限责任公司 | 12,003 | 0.90 | 2,238 | 7.03 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 4,981 | 2.05 | 928 | 8.28 | ||||
2025-07-24 | 13F | JB资本有限责任公司 | 80,971 | 2.76 | 15,095 | 8.98 | ||||
2025-08-14 | 13F | 牧羊人卡普兰克罗楚克有限责任公司 | 3,147 | 9.88 | 587 | 16.50 | ||||
2025-08-13 | 13F | 财富探索公司 | 1,123 | 209 | ||||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,271 | 15.44 | 23,694 | 22.43 | |||
2025-08-12 | 13F | 卡温顿投资顾问公司 | 96,026 | 1.37 | 18 | 6.25 | ||||
2025-08-13 | 13F | 泰德·布坎公司 | 8,424 | 12.76 | 1,570 | 19.57 | ||||
2025-05-15 | 13F | 财富管理策略公司 | 2,242 | 0.81 | 394 | 9,750.00 | ||||
2025-03-27 | NP | PYVLX - Payden 股权收益基金(投资者类别) | 101,200 | 34.93 | 20,336 | 98.09 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 13,025 | 9.71 | 2,428 | 16.40 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 1,123 | 0.90 | 209 | 7.18 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 36,527 | 6.07 | 6,809 | 12.51 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 14,000 | 5.64 | 2,610 | 12.02 | ||||
2025-07-25 | 13F | CWM有限公司 | 73,671 | 211.16 | 14 | 225.00 | ||||
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 | 397,475 | 2.56 | 69,085 | -7.12 | ||||
2025-07-24 | 13F | PDS 规划公司 | 1,872 | 11.83 | 349 | 18.71 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 94 | 15 | ||||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 3,473 | 647 | ||||||
2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 9,028 | 113.68 | 1,569 | 93.70 | ||||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 8,598 | 9.61 | 1,494 | -0.73 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 493,160 | 32.80 | 91,935 | 40.84 | ||||
2025-08-13 | 13F | 第1832章 | 30,026 | 5,597 | ||||||
2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 3,351 | 657 | ||||||
2025-08-11 | 13F | 先锋集团公司 | 38,487,074 | 1.37 | 7,174,760 | 7.52 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,321 | 0.43 | 433 | 6.40 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 1,812 | 0.39 | 338 | 6.31 | ||||
2025-08-14 | 13F | Xponance公司 | 57,660 | 3.54 | 10,749 | 9.81 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 99 | 3.12 | 16 | -21.05 | ||||
2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 14 | 3 | ||||||
2025-07-16 | 13F | 克劳利财富管理有限公司 | 1,459 | 0.14 | 272 | 5.86 | ||||
2025-08-27 | NP | CMALX - 克劳福德多元资产收益基金 | 9,300 | 1,734 | ||||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 5,237 | 976 | ||||||
2025-07-10 | 13F | Vista 投资合伙公司 | 17,162 | 1.20 | 3,199 | 7.35 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 2,677 | 2.21 | 499 | 8.48 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 4,593 | 14.94 | 856 | 21.94 | ||||
2025-08-07 | 13F | FDx 顾问公司 | 1,781 | 21.74 | 0 | |||||
2025-07-18 | 13F | 罗格科,Lp | 2,483 | 1.72 | 463 | 7.69 | ||||
2025-07-29 | NP | 复制 - Tweedy, Browne Insider + Value ETF | 1,585 | 142.73 | 275 | 120.00 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 127,932 | 0.14 | 23,849 | 6.21 | ||||
2025-07-24 | 13F | 阿盖尔资本管理公司 | 33,551 | 1.21 | 6,255 | 7.35 | ||||
2025-07-23 | 13F | 北方财务顾问公司 | 1,938 | 0.05 | 361 | 6.18 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 55 | 450.00 | 10 | 900.00 | ||||
2025-08-12 | 13F | 银色信托公司 | 6,509 | 5.55 | 1,213 | 12.00 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 708 | 115.85 | 114 | 73.85 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 8,156 | 1.24 | 1,520 | 7.34 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 32 | 5 | ||||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 27,336 | 5,096 | ||||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 5 | 1 | ||||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 69,758 | 1.78 | 11,209 | -18.61 | ||||
2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 22,873 | 1.19 | 4,264 | 7.30 | ||||
2025-08-06 | 13F | 霍尔马克资本管理公司 | 24,400 | 12,039.30 | 4,549 | 12,894.29 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 8,878 | 2.42 | 1,757 | 33.41 | ||||
2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 26,486 | 2.13 | 4,938 | 8.32 | ||||
2025-07-08 | 13F | 赎金咨询有限公司 | 10,907 | 0.74 | 2,033 | 6.83 | ||||
2025-08-14 | 13F | 大使顾问有限责任公司 | 4,664 | 0.43 | 870 | 6.50 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 239,347 | 0.15 | 44,619 | 6.22 | ||||
2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 4,904 | 4.83 | 914 | 11.19 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 中型价值投资组合 | 47,285 | 102.77 | 8,815 | 115.08 | ||||
2025-07-07 | 13F | OMNI 360 财富公司 | 3,073 | 573 | ||||||
2025-07-17 | 13F | 鹰财富策略有限公司 | 3,642 | 0.50 | 679 | 6.60 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 2,925 | 2.42 | 545 | 8.78 | ||||
2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,927 | 6.11 | 3,684 | -15.13 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 90 | 26.76 | 17 | 33.33 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 1,500 | 280 | |||||
2025-08-26 | NP | MDIV - 多资产多元化收益指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,043 | 5.83 | 1,499 | 6.77 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 14,334 | 17.53 | 2,491 | 6.45 | ||||
2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 128,275 | 0.16 | 20,613 | -19.90 | ||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 1,674 | 1.82 | 312 | 8.33 | ||||
2025-07-10 | 13F | 社区信托投资公司 | 1,243 | 0.08 | 232 | 5.96 | ||||
2025-08-14 | 13F | Perbak 资本合伙公司 | 4,417 | 162.14 | 823 | 178.04 | ||||
2025-07-03 | 13F | 集体家族办公室有限责任公司 | 1,401 | 1.67 | 261 | 7.85 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 1,752 | 40.05 | 327 | 48.86 | ||||
2025-08-05 | 13F | 昌盛财富管理有限公司 | 3,720 | 0.43 | 693 | 6.62 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 76,052 | 61.92 | 14,178 | 71.74 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 12,435 | 1.58 | 2,318 | 7.76 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 159,000 | 301.52 | 29,641 | 325.86 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 87,800 | 170.99 | 16,368 | 187.44 | |||
2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 248,008 | 1.74 | 46,234 | 7.90 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 461,028 | 2.50 | 85,945 | 8.71 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 11,196 | 49.10 | 2,087 | 58.23 | ||||
2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 9,249 | 7.37 | 1,724 | 13.87 | ||||
2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 2,425 | 0.41 | 452 | 6.60 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 109,604 | 15.06 | 20,432 | 22.04 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 22,508 | 13.05 | 4,196 | 19.89 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 10,665 | 20.92 | 1,988 | 28.26 | ||||
2025-08-14 | 13F | 山顶控股公司 | 5,943 | 0.49 | 1,108 | 6.54 | ||||
2025-08-12 | 13F | 创始者有限公司 | 1,123 | 209 | ||||||
2025-07-29 | 13F | 有志者有限公司 | 1,311 | 244 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 25,543 | 0.04 | 4,105 | -20.02 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 12,839 | 14.40 | 2,393 | 21.35 | ||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 5,275 | 3.17 | 848 | -17.53 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 516,366 | 6.53 | 96,262 | 12.99 | ||||
2025-08-05 | 13F | 康普顿金融集团有限责任公司 | 3,638 | 0.75 | 678 | 6.94 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 1,044 | 0 | ||||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 184 | 34 | ||||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 49,357 | 1.72 | 9,201 | 7.88 | ||||
2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 436 | 81 | ||||||
2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 513 | 82 | ||||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 2,860 | 533 | ||||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 110,739 | 120.03 | 20,644 | 133.36 | ||||
2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 30,455 | 6.95 | 5,677 | 13.43 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 23,965 | 2.65 | 4,468 | 8.87 | ||||
2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 1,895 | 4.41 | 353 | 10.66 | ||||
2025-08-14 | 13F | 亲和投资顾问有限公司 | 3,840 | 3.20 | 716 | 9.33 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 7,000 | 1,300.00 | 1,230 | 1,181.25 | |||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 6,800 | 134.48 | 1,195 | 113.77 | |||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 1,138 | 212 | ||||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 80,888 | 82.08 | 15,079 | 93.12 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 18,460 | 13.96 | 3,441 | 20.86 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 4,470 | 214.79 | 786 | 187.55 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 383,164 | 88.37 | 71,429 | 99.78 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 31,747 | 8.16 | 5,918 | 14.71 | ||||
2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 120,330 | 20.58 | 22,432 | 27.88 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 1,134 | 211 | ||||||
2025-07-28 | 13F | 港口投资公司 | 5,631 | 115.09 | 1,050 | 128.04 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 6,083 | 0.51 | 1,134 | 6.59 | ||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 2,220 | 8.66 | 414 | 15.04 | ||||
2025-08-11 | 13F | 花旗集团 | 1,117,038 | 2.80 | 208,238 | 9.03 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 678 | 6.94 | 126 | 13.51 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 234,777 | 145.95 | 43,767 | 160.86 | ||||
2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 135,485 | 2.34 | 21,771 | -18.16 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 6,418 | 1.95 | 1,197 | 8.14 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | Call | 1,350,000 | 251,579 | |||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 3,830 | 0.37 | 714 | 6.42 | ||||
2025-07-29 | 13F | Mb,Levis&Associates,Llc | 3,072 | 0.79 | 573 | 6.92 | ||||
2025-08-26 | NP | BGEAX - BRANDES 全球股票基金 A 类 | 3,704 | 4.66 | 690 | 10.93 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 1,348 | 251 | ||||||
2025-08-11 | 13F | 顾问资源委员会 | 1,535 | 286 | ||||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 34,491 | 4.43 | 5,542 | -16.49 | ||||
2025-06-26 | NP | FDVKX - 富达价值发现 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 | 11,994 | 4.60 | 1,927 | -16.36 | ||||
2025-06-26 | NP | HLFNX - 轩尼诗大型金融基金投资者类别 | 8,400 | 52.73 | 1,350 | 22.08 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 490 | 91 | ||||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 7,570 | 2.28 | 1,427 | 21.76 | ||||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 3,540 | 694 | ||||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 80,483 | 3.07 | 15,004 | 9.31 | ||||
2025-06-25 | NP | EICVX - EIC 价值基金 A 类 | 40,488 | 5.20 | 6,506 | -15.88 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 18,206 | 1.11 | 3,394 | 7.24 | ||||
2025-08-14 | 13F | 中西一金融集团有限公司 | 4,478 | 835 | ||||||
2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 41,444 | 54.40 | 6,660 | 23.47 | ||||
2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 4,111 | 1.73 | 715 | -7.87 | ||||
2025-08-13 | 13F | 吉布斯财富管理 | 1,104 | 206 | ||||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 12,701,670 | 1.83 | 2,367,845 | 8.00 | ||||
2025-07-30 | 13F | 舒尔霍夫公司 | 11,653 | 1.41 | 2,172 | 7.58 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,764 | 5.06 | 329 | 11.19 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 49,786 | 4.17 | 9,281 | 10.49 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 4,309 | 758.37 | 0 | |||||
2025-08-13 | 13F | 资本国际公司/ca/ | 25,048 | 48.07 | 4,669 | 57.05 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 21,094 | 24.08 | 3,932 | 31.59 | ||||
2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 56 | 36.59 | 10 | 28.57 | ||||
2025-07-16 | 13F/A | CX 机构 | 2,865 | 9.52 | 1 | |||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 1,243,039 | 53.20 | 231,727 | 62.49 | ||||
2025-07-29 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 3,359 | 17.04 | 584 | 6.00 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 86,743 | 0.23 | 16,171 | 6.30 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | Put | 5,900 | 29 | |||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 61,883 | 23.31 | 12 | 37.50 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 35,481 | 138.62 | 6,614 | 153.12 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 868,619 | 12.34 | 161,928 | 19.14 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 2,360 | 2.16 | 440 | 8.40 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 4,408 | 822 | ||||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 10,545 | 24.06 | 2 | 0.00 | ||||
2025-08-11 | 13F | 一资本管理有限责任公司 | 3,559 | 4.40 | 663 | 10.68 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 492,498 | 91,811 | ||||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 4,947 | 10.08 | 922 | 16.86 | ||||
2025-07-17 | 13F | 阿登达资本公司 | 43,737 | 2.16 | 8,153 | 8.35 | ||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 27 | 42.11 | 5 | 66.67 | ||||
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 | 200,585 | 0.10 | 37,393 | 6.17 | ||||
2025-08-18 | 13F | 惠灵顿资本管理公司 | 1,348 | 0 | ||||||
2025-08-11 | 13F | 独立顾问联盟 | 25,086 | 6.11 | 4,676 | 12.54 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 1,177 | 219 | ||||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 10 | 2 | ||||||
2025-08-14 | 13F | EP 财富顾问公司 | 8,594 | 80.74 | 1,602 | 91.86 | ||||
2025-08-12 | 13F | 保德信金融公司 | 654,020 | 198.41 | 121,922 | 216.50 | ||||
2025-08-08 | 13F | denkapparat Operations GmbH | 2,900 | 26.09 | 541 | 33.66 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 9,484 | 21.31 | 1,768 | 28.68 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 2,433 | 2.31 | 454 | 8.63 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 2,484 | 0.69 | 463 | 9.20 | ||||
2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 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 | 346,611 | 12.90 | 64,615 | 19.74 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 3,671 | 2.48 | 684 | 8.74 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 348,410 | 5.35 | 55,986 | -15.76 | ||||
2025-07-22 | 13F | PUREfi 财富有限责任公司 | 1,948 | 24.95 | 363 | 32.48 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 30,606 | 21.17 | 5,320 | 9.74 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 5,835 | 136.81 | 1,088 | 151.04 | ||||
2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 1,172 | 4.92 | 218 | 11.22 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 2,769 | 6.38 | 516 | 12.91 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,957,928 | 19.51 | 340,307 | 8.24 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 34 | 9.68 | 6 | 20.00 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 3,895 | 1.96 | 726 | 8.20 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 3,278 | 12.26 | 611 | 19.10 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 180 | 2.27 | 34 | 10.00 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 585 | 58.11 | 93 | 53.33 | ||||
2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,395 | 13.29 | 416 | 2.72 | ||||
2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 9,731 | 5.57 | 1,691 | -4.41 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 3,193 | 595 | ||||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 14,159 | 7.66 | 2,461 | -2.50 | ||||
2025-08-11 | 13F | 中西部专业规划师有限公司 | 3,460 | 3.75 | 645 | 10.07 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 780,593 | 41.72 | 145,518 | 50.30 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 216,100 | 21.54 | 40,285 | 28.91 | |||
2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 8,077 | 325.33 | 1,506 | 351.95 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 122 | 7.02 | 20 | -13.64 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 1,843 | 25.89 | 344 | 33.46 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 6,534 | 2.32 | 1,218 | 8.56 | ||||
2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 3,229 | 4.23 | 602 | 10.48 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 5,365 | 9.87 | 1,055 | 22.84 | ||||
2025-07-15 | 13F | 克罗诺斯财富管理有限责任公司 | 21,324 | 2.20 | 3,975 | 8.40 | ||||
2025-08-13 | 13F | 地峡合伙人有限公司 | 75,844 | 0.26 | 14,139 | 6.33 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 4,700 | 1.12 | 876 | 7.35 | ||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 35,248 | 5.55 | 6,571 | 11.94 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,417 | 2.46 | 264 | 8.64 | ||||
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 | 12,099 | 3.01 | 2,103 | -6.74 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,484,364 | 6.21 | 649,555 | 12.65 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 11,315 | 2,109 | ||||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 59,870 | 7.62 | 11,161 | 14.13 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 40,976 | 46.96 | 6,584 | 17.53 | ||||
2025-08-07 | 13F | 英杰华公司 | 295,836 | 6.32 | 55,150 | 12.76 | ||||
2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 4,643 | 23.42 | 866 | 30.86 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 16,997 | 8.66 | 3,169 | 15.24 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 758,569 | 7.54 | 141,412 | 14.05 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- INVESCO VI 多元化股息基金系列 I | 34,049 | 2.11 | 6,347 | 8.29 | ||||
2025-08-08 | 13F | OmniStar 金融集团公司 | 1,585 | 295 | ||||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 63,010 | 18,542.01 | 0 | -100.00 | ||||
2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 7 | 600.00 | 1 | |||||
2025-08-08 | 13F | 三菱日联信托银行 | 293,455 | 24.35 | 54,706 | 31.89 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 319,383 | 0.72 | 59,539 | 6.82 | ||||
2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 39,348 | 86.21 | 6,323 | 48.89 | ||||
2025-08-08 | 13F | 先锋信托银行 不适用/或 | 1,130 | 211 | ||||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 259 | 6.58 | 45 | -2.17 | ||||
2025-08-12 | 13F | 德意志银行\ | 1,932,179 | 13.89 | 360,197 | 20.79 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 1,833 | 57.61 | 342 | 67.16 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 8,279 | 8.28 | 1,575 | 17.27 | ||||
2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 6,565 | 4.55 | 1,224 | 10.88 | ||||
2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 23,518 | 54.09 | 4,088 | 39.54 | ||||
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 | 734,628 | 0.55 | 127,686 | -8.94 | ||||
2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,247 | 22.97 | 10,298 | 11.37 | ||||
2025-04-24 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 4,483 | 52.95 | 860 | 36.72 | ||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 1,087 | 203 | ||||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,028 | 16.82 | 378 | 23.93 | ||||
2025-08-12 | 13F | MAI资本管理 | 18,077 | 2.59 | 3,370 | 8.78 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 4,759 | 0.06 | 827 | -9.32 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 6,355 | 2.57 | 1,105 | -7.15 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 16,264 | 263.93 | 3,032 | 286.24 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 12,902 | 41.56 | 2,405 | 50.12 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 164,987 | 4.53 | 30,757 | 10.86 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 387 | 34.84 | 67 | 21.82 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,305 | 8.98 | 430 | 15.63 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 67,452 | 7.10 | 12,574 | 13.59 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 294,232 | 13.06 | 54,851 | 19.91 | ||||
2025-08-13 | 13F | 钱宁资本管理有限公司 | 48,756 | 9,089 | ||||||
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 | 12,749 | 2.71 | 2,377 | 8.94 | ||||
2025-09-04 | 13F | 七桥金融集团有限责任公司 | 28,827 | 8.87 | 5,513 | 18.97 | ||||
2025-07-15 | 13F | 北区资本管理有限责任公司 | 27,974 | 5,215 | ||||||
2025-08-11 | 13F | 入口点资本有限责任公司 | 2,601 | 3.58 | 485 | 9.75 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 2,409 | 3.84 | 449 | 10.07 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 386 | 44.57 | 72 | 54.35 | ||||
2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 12,837 | 10.26 | 2,393 | 16.96 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 429 | 15.01 | 80 | 21.54 | ||||
2025-08-12 | 13F | PKS 咨询服务有限公司 | 3,854 | 101.78 | 718 | 116.92 | ||||
2025-08-14 | 13F | 隆奥资产管理(美国)公司 | 2,248 | 419 | ||||||
2025-08-05 | 13F | 卡森咨询公司 | 2,111 | 0.05 | 393 | 6.22 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 288,110 | 83.59 | 53,709 | 94.72 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 51,500 | 1,044.44 | 9,601 | 1,115.19 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 13,200 | 76.00 | 2,461 | 86.65 | |||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 4,506 | 80.46 | 840 | 91.78 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,381 | 27.75 | 240 | 15.94 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 1,929 | 55.06 | 371 | 70.18 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 17,632 | 2.29 | 3,287 | 8.48 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 4,014 | 2.32 | 748 | 8.56 | ||||
2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 55,112 | 6.28 | 10,274 | 12.72 | ||||
2025-05-23 | NP | FOVL - iShares 聚焦价值因子 ETF | 3,251 | 0.09 | 571 | -8.79 | ||||
2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,348 | 41.53 | 377 | 13.21 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 1,088 | 23.22 | 175 | -1.69 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 44,111 | 19.29 | 8,223 | 26.53 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 31,075 | 1.48 | 6 | 0.00 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 486 | 20.60 | 78 | -2.50 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 148,609 | 0.75 | 28 | 8.00 | ||||
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 | 48,335 | 6.59 | 8,401 | -3.47 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 206,948 | 0.87 | 38,579 | 6.98 | ||||
2025-07-31 | 13F | 联合社区银行 | 12,678 | 2.86 | 2,363 | 9.10 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 71,376 | 8.25 | 13,306 | 14.80 | ||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 75,107 | 3.11 | 14,002 | 9.36 | ||||
2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 850 | 31.78 | 158 | 39.82 | ||||
2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 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 | 281,316 | 0.54 | 52,443 | 6.63 | ||||
2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 23,205 | 0.61 | 4,326 | 6.68 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 1,680 | 11.70 | 313 | 18.56 | ||||
2025-07-10 | 13F | 瑞典银行 | 221,800 | 4.23 | 41,348 | 10.54 | ||||
2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 66,805 | 0.64 | 12,454 | 6.74 | ||||
2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 1,254 | 234 | ||||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 5,456 | 4.14 | 1,017 | 10.54 | ||||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 92 | 17 | ||||||
2025-08-14 | 13F | Ieq资本有限公司 | 174,262 | 256.79 | 32,486 | 278.39 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 10,410 | 6.59 | 1,673 | -14.78 | ||||
2025-07-15 | 13F | 西格内特财务管理有限公司 | 3,809 | 2.09 | 710 | 8.24 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 50,151 | 5.19 | 9,349 | 11.56 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 10,287 | 14.76 | 1,788 | 3.90 | ||||
2025-08-13 | 13F | 安全港信托有限责任公司 | 11,520 | 2.47 | 2,148 | 8.71 | ||||
2025-08-14 | 13F | 斯塔利资本顾问公司 | 5,281 | 1.44 | 984 | 7.54 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 4,572 | 8.44 | 924 | 24.86 | ||||
2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers 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 | 797,075 | 118.97 | 148,591 | 132.24 | ||||
2025-08-29 | NP | JAMVX - Janus Henderson 中型价值投资组合服务股票 | 12,052 | 59.99 | 2,247 | 69.64 | ||||
2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 1,400 | 261 | ||||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 2,741 | 2.66 | 511 | 8.74 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 111,880 | 20,857 | ||||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 25,002 | 4,661 | ||||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 222,353 | 724.17 | 41 | 925.00 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 485 | 57.98 | 0 | |||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,378 | 6.99 | 257 | 13.27 | ||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 34,072 | 3.99 | 6,352 | 10.28 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 50,862 | 3.59 | 9,482 | 9.86 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,512 | 95.49 | 468 | 108.00 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 7,522 | 2.27 | 1,402 | 8.51 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 7,257 | 8.10 | 1,353 | 14.58 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 42,788 | 27.92 | 7,977 | 35.67 | ||||
2025-08-26 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 14,688 | 98.17 | 2,738 | 110.29 | ||||
2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 31,607 | 4.09 | 5,892 | 10.40 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 44,925 | 152.96 | 8,375 | 168.31 | ||||
2025-04-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 11,281 | 2,165 | ||||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 69 | 1.47 | 13 | 9.09 | ||||
2025-08-12 | 13F | Ci投资公司 | 2,178 | 13.03 | 0 | |||||
2025-07-10 | 13F | 纳富尔顿银行 | 25,012 | 12.37 | 4,663 | 19.17 | ||||
2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,296 | 1.21 | 8,082 | -19.07 | ||||
2025-08-13 | 13F | 奥西亚姆 | 64,138 | 7,779.36 | 11,957 | 8,260.84 | ||||
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 | 8,790 | 5.75 | 1,639 | 12.11 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 10,232 | 24.02 | 1,907 | 31.52 | ||||
2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 3,878 | 1 | ||||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 17,891 | 227.73 | 3 | |||||
2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 6,641 | 6.85 | 1,315 | 39.19 | ||||
2025-08-14 | 13F | 嘉实投资顾问有限公司 | 9,990 | 2.14 | 1,862 | 8.38 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 16,791 | 76.93 | 3 | 200.00 | ||||
2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 16,227 | 0.02 | 3,025 | 6.10 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 308 | 57 | ||||||
2025-07-22 | 13F | 中吴投资集团有限公司 | 30 | 6 | ||||||
2025-08-26 | NP | IXG - iShares 全球金融 ETF | 15,763 | 4.09 | 2,939 | 10.41 | ||||
2025-08-14 | 13F | Sig 经纪公司 | 1,295 | 241 | ||||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 2,888 | 0.87 | 538 | 6.96 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 102 | 308.00 | 19 | -36.67 | ||||
2025-07-22 | 13F | 迎风私人财富管理公司 | 1,080 | 201 | ||||||
2025-06-24 | NP | MBNAX - MainStay 平衡基金 A 类 | 19,712 | 10.42 | 3,168 | -11.71 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 8,984 | 4.22 | 1,675 | 10.50 | ||||
2025-08-12 | 13F | 德国商业银行 | 126,067 | 0.49 | 24 | 4.55 | ||||
2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 2,568 | 5.42 | 479 | 11.68 | ||||
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 | 4,995,423 | 0.52 | 868,254 | -8.96 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 38 | 850.00 | 7 | |||||
2025-08-11 | 13F | 西太平洋银行 | 7,487 | 46.06 | 1,396 | 55.00 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 158 | 3.27 | 0 | |||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 12,236 | 0.52 | 1,966 | -19.62 | ||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 3,503,419 | 0.89 | 653,107 | 7.01 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 202,200 | 59.34 | 35,144 | 44.30 | ||||
2025-07-25 | 13F | 优点投资组合管理 | 26,751 | 4,987 | ||||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 1,858 | 11.79 | 364 | 38.40 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 中型核心价值基金 | 5,363 | 97.10 | 1,000 | 109.00 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,458 | 21.91 | 234 | -2.50 | ||||
2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 60 | 11 | ||||||
2025-08-26 | NP | PRISX - T. Rowe Price 金融服务基金公司 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 | 98,200 | 106.74 | 18,306 | 119.26 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 3,164 | 3.03 | 590 | 9.28 | ||||
2025-08-07 | 13F | 温思罗普资本管理有限公司 | 2,619 | 2.15 | 0 | |||||
2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 5,287 | 8.58 | 986 | 15.20 | ||||
2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,390 | 103.91 | 2,849 | 91.53 | ||||
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 | 24 | 26.32 | 4 | 0.00 | ||||
2025-08-18 | 13F | 1248 管理有限责任公司 | 14,685 | 13.09 | 2,738 | 19.94 | ||||
2025-09-03 | 13F | 美国信托 | 1,182 | 220 | ||||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 14 | 3 | ||||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 21,628 | 0.44 | 4,032 | 6.50 | ||||
2025-08-05 | 13F | 奥尔丹资本管理有限公司 | 3,850 | 0.23 | 718 | 6.22 | ||||
2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 31,626 | 0.07 | 6 | 0.00 | ||||
2025-05-20 | NP | RIFAX - 美国战略股票基金 | 4,525 | 98.99 | 795 | 125.85 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 169,844 | 0.88 | 31,662 | 7.00 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 210,451 | 0.77 | 36,578 | -8.74 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,199 | 5.64 | 224 | 12.06 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 3,640 | 0.36 | 679 | 6.44 | ||||
2025-06-26 | NP | FVDFX - 富达价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 222,096 | 4.37 | 35,689 | -16.54 | ||||
2025-08-29 | NP | JSVAX - Janus Henderson 逆势基金 T 级 | 1,259,635 | 13.34 | 234,821 | 20.21 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 264,105 | 28.18 | 49,234 | 35.94 | ||||
2025-08-14 | 13F | 联信银行 | 124,881 | 5.33 | 23,280 | 11.71 | ||||
2025-08-01 | 13F | 育空财富管理有限公司 | 3,261 | 0.40 | 608 | 6.49 | ||||
2025-06-24 | NP | PNRAX - 普特南研究基金 A 类股票 | 6,079 | 977 | ||||||
2025-07-17 | 13F | 西北财富管理有限公司 | 1,438 | 268 | ||||||
2025-07-09 | 13F | 第一银行与信托 | 18,066 | 5.13 | 3,368 | 11.49 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 26,441 | 5.21 | 4,929 | 11.59 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 1,473 | 316 | ||||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 2,916 | 76.62 | 544 | 87.24 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 90,979 | 28.88 | 16,960 | 36.70 | ||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 77 | 6.94 | 14 | 16.67 | ||||
2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 1,414 | 0.93 | 264 | 6.91 | ||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 4,742 | 24.72 | 884 | 32.34 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 4,331 | 50.28 | 807 | 59.49 | ||||
2025-07-25 | 13F | 夏普金融服务有限公司 | 1,406 | 262 | ||||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 26,358 | 101.30 | 4,871 | 113.92 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 9,695 | 49.91 | 1,807 | 60.05 | ||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 5,347 | 997 | ||||||
2025-08-07 | 13F | 银色顾问公司 | 9,714 | 8.55 | 1,811 | 15.14 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 118,795 | 5.82 | 22 | 15.79 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 10 | 2 | ||||||
2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 61,295 | 14.46 | 9,849 | -8.48 | ||||
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 | 647 | 15.12 | 104 | -8.04 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 2,195 | 8.02 | 409 | 14.57 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 40 | 66.67 | 7 | 75.00 | ||||
2025-07-17 | 13F | LifeGuide 财务顾问有限责任公司 | 1,517 | 283 | ||||||
2025-07-21 | 13F | 丰盛财富顾问 | 1,250 | 0 | ||||||
2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 14,367 | 2,309 | ||||||
2025-08-29 | NP | JMIVX - Janus Henderson 中盘价值基金 L 级 | 210,923 | 59.69 | 39,320 | 69.37 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 399,642 | 0.96 | 74,501 | 7.08 | ||||
2025-07-10 | 13F | 红鹰财富顾问公司 | 5,921 | 2.83 | 1,104 | 8.99 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 23,214 | 75.97 | 4,328 | 86.67 | ||||
2025-07-30 | 13F | 杏财富有限责任公司 | 13,370 | 1.31 | 2,492 | 7.46 | ||||
2025-07-14 | 13F | 战略规划公司 | 35,558 | 6,250 | ||||||
2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 3,750 | 5.43 | 699 | 11.84 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,164 | 403 | ||||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 2,322,356 | 550.94 | 432,934 | 590.38 | ||||
2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,375 | 6.42 | 256 | 12.78 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 43,727 | 5.90 | 8,152 | 12.32 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 259,215 | 5.80 | 41,653 | -15.40 | ||||
2025-05-30 | NP | 多策略成长与收益基金 | 2,174 | 156.07 | 382 | 134.36 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 127,131 | 13.38 | 23,700 | 20.24 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 32,154 | 58.45 | 5,994 | 68.09 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 339,565 | 20.18 | 63,302 | 27.47 | ||||
2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 1,669 | 311 | ||||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 105,233 | 2.20 | 19,618 | 8.39 | ||||
2025-05-19 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 8,956 | 1.38 | 1,574 | -7.57 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 100,372 | 3.31 | 18,711 | 9.57 | ||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 91,755 | 0.09 | 15,948 | -9.36 | ||||
2025-07-31 | 13F | 西密歇根顾问有限公司 | 3,012 | 4.29 | 561 | 10.65 | ||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 67,434 | 2.74 | 12,571 | 8.97 | ||||
2025-08-12 | 13F | 大西洋家庭财富有限公司 | 1,780 | 32.54 | 332 | 40.25 | ||||
2025-07-11 | 13F | 永久有限公司 | 9,434 | 10.40 | 1,759 | 17.12 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 18,200 | 727.27 | 3,393 | 778.76 | |||
2025-07-29 | NP | 古根海姆战略机会基金 | 93 | 10.71 | 16 | 0.00 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 21,800 | 406.98 | 4,064 | 438.15 | |||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 12,721 | 0.84 | 2,371 | 6.95 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 2,208,109 | 26.02 | 411,636 | 33.65 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 315 | 59 | ||||||
2025-08-13 | 13F | 达美累积有限责任公司 | 8,208 | 0.02 | 1,517 | 0.07 | ||||
2025-07-14 | 13F | 创始人资本管理有限公司 | 3,923 | 24.18 | 731 | 31.71 | ||||
2025-08-13 | 13F | 达美累积有限责任公司 | Call | 15,000 | 82.93 | 2,773 | -56.15 | |||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 332 | 62 | ||||||
2025-08-05 | 13F | 新方资本有限责任公司 | 312 | 194.34 | 58 | 222.22 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 4,178 | 10.88 | 726 | 0.41 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 500 | 93 | |||||
2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 3,721 | 29.11 | 694 | 36.96 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,361,748 | 7.15 | 440,277 | 13.64 | ||||
2025-07-29 | 13F | 福斯特莫特利公司 | 1,363 | 2.64 | 0 | |||||
2025-08-01 | 13F | 贝西默集团公司 | 40,421 | 0.05 | 8 | 0.00 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 13,781 | 4.40 | 2,569 | 10.73 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 185,495 | 72.26 | 34,580 | 82.68 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 2,428 | 0.50 | 453 | 6.60 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 93,257 | 63.05 | 17,385 | 72.93 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 326 | 20.74 | 61 | 27.66 | ||||
2025-07-21 | 13F | Jmac企业有限公司 | 7,400 | 1.37 | 1,380 | 7.48 | ||||
2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133,764 | 16.44 | 21,495 | -6.89 | ||||
2025-07-15 | 13F | 马塞科律师事务所 | 1,156 | 215 | ||||||
2025-07-16 | 13F | 诺维姆集团 | 19,969 | 4.59 | 3,723 | 10.91 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 2,580 | 3.28 | 481 | 9.34 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 9,707 | 8.98 | 1,560 | -12.86 | ||||
2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 58,192 | 58.62 | 9,351 | 26.83 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 22,000 | 96.43 | 4,101 | 108.38 | |||
2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -19,695 | -3,165 | |||||
2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 921 | 172 | ||||||
2025-07-22 | 13F | 达文波特有限公司 | 42,140 | 24.89 | 7,856 | 32.46 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 26,200 | 870.37 | 4,884 | 930.38 | |||
2025-07-25 | 13F | 比尔·费夫联营公司 | 12,198 | 1.67 | 2,274 | 7.87 | ||||
2025-08-11 | 13F | 黄铜税财富管理有限公司 | 2,758 | 514 | ||||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,388 | 4.42 | 415 | -5.25 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-07-14 | 13F | UMA 金融服务公司 | 212 | 2.42 | 40 | 8.33 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 38,950 | 23.75 | 7,261 | 31.25 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 1,612,920 | 14.75 | 300,681 | 21.70 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 47,640 | 20.30 | 8,895 | 28.49 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,540 | 6.94 | 287 | 13.44 | ||||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 5,145 | 1 | ||||||
2025-08-12 | 13F | 安普夸银行 | 13,572 | 6.28 | 2,687 | 19.74 | ||||
2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 200,896 | 0.37 | 37,451 | 12.22 | ||||
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 | 29,762 | 2.73 | 5,173 | -6.96 | ||||
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 | 25,793 | 611.53 | 4,145 | 469.23 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 10,920 | 131.11 | 2,036 | 145.18 | ||||
2025-08-05 | 13F | Telos 资本管理公司 | 36,070 | 0.07 | 6,724 | 6.14 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 3,903 | 22.20 | 728 | 29.59 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 295 | 10.90 | 55 | 17.39 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 21,243 | 8.77 | 3,960 | 15.35 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 49,942 | 31.57 | 9,310 | 39.56 | ||||
2025-04-29 | 13F | 佩森公司 | 2,796 | 43.38 | 491 | 30.59 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 25,918 | 2.65 | 4,832 | 8.86 | ||||
2025-08-14 | 13F | 圆财富管理有限公司 | 1,799 | 15.54 | 335 | 22.71 | ||||
2025-07-08 | 13F | 接合财富策略有限公司 | 2,395 | 4.31 | 446 | 10.67 | ||||
2025-08-01 | 13F | 红木公园顾问有限公司 | 1 | 0 | ||||||
2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 10,355 | 0.13 | 2,027 | 23.69 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 16,448 | 2.60 | 3,066 | 8.84 | ||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 2,052 | 0.79 | 383 | 7.00 | ||||
2025-07-14 | 13F | 霍伊投资公司 | 1,500 | 280 | ||||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 91 | 17 | ||||||
2025-08-14 | 13F | 加州教师退休制度 | 636,885 | 4.27 | 118,728 | 10.59 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,233 | 21.16 | 416 | 28.79 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 44,683 | 15.40 | 7,180 | -7.71 | ||||
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 | 118,683 | 0.22 | 19,071 | -19.86 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 28 | 5 | ||||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 1,235 | 230 | ||||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 3,455 | 8.04 | 644 | 14.59 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 66,638 | 3.00 | 11,582 | -6.72 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 15,005 | 2.17 | 2,797 | 8.37 | ||||
2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 7,380 | 11.36 | 1,376 | 18.13 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 57,949 | 2.99 | 10,803 | 9.22 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 371 | 21.64 | 69 | 30.19 | ||||
2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 1,670 | 0.12 | 311 | 6.14 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 2,776,517 | 43.76 | 517,598 | 52.47 | ||||
2025-07-17 | 13F | SC&H 财务顾问公司 | 1,173 | 0.17 | 219 | 6.34 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 115 | 16.16 | 21 | 23.53 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 1,568,693 | 37.35 | 292,436 | 45.67 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 3,015 | 126.18 | 562 | 140.17 | ||||
2025-08-13 | 13F | 洛伊特霍尔德集团有限公司 | 23,140 | 4,314 | ||||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 91 | 17 | ||||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 104,598 | 7.89 | 16,808 | -13.73 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 14,709 | 123.58 | 2,742 | 140.32 | ||||
2025-08-13 | 13F | 景顺有限公司 | 5,023,790 | 0.54 | 936,535 | 6.63 | ||||
2025-08-07 | 13F | 达美财务顾问有限公司 | 7,798 | 0.08 | 1,454 | 6.14 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 15,239 | 452.94 | 2,841 | 486.78 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 27,315 | 8.70 | 5,489 | 20.62 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 292 | 22.18 | 54 | 28.57 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 7,288 | 21.08 | 1,359 | 28.48 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 251 | 14.61 | 40 | -9.09 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 57,054 | 35.82 | 10,636 | 44.06 | ||||
2025-05-13 | 13F | 肖点资本合伙公司 | 23,169 | 0.15 | 4,072 | -8.72 | ||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 2,157 | 60.97 | 402 | 71.06 | ||||
2025-08-08 | 13F | 勘探者合作伙伴有限公司 | 132,672 | 19.69 | 24,733 | 26.95 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 8,696 | 1,621 | ||||||
2025-08-14 | 13F | 综合投资顾问有限责任公司 | 1,516 | 283 | ||||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 1,609 | 4.08 | 300 | 10.33 | ||||
2025-05-29 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 7,642 | 19.69 | 1,343 | 9.10 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 213,676 | 8.99 | 37,139 | -1.29 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 51 | 88.89 | 10 | 150.00 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 29,508 | 14.19 | 5,501 | 21.09 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 3,253 | 5.79 | 627 | 16.11 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 5,933 | 49.71 | 1,106 | 58.76 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 10,717 | 3.11 | 1,998 | 9.36 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 3,338,964 | 134.90 | 622,450 | 154.00 | ||||
2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 1,606 | 2.69 | 299 | 9.12 | ||||
2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 213,226 | 8.52 | 39,750 | 15.09 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 42,509 | 246.93 | 7,896 | 274.93 | ||||
2025-08-14 | 13F | 堡垒金融集团有限公司 | 1,416 | 1.00 | 264 | 6.91 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 245,834 | 0.63 | 45,828 | 6.72 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 7,861 | 28.13 | 1,465 | 55.69 | ||||
2025-08-08 | 13F | 财富联盟 | 11,947 | 17.32 | 2,227 | 24.48 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 111 | 18 | ||||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 6,897 | 24.16 | 1,286 | 31.66 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 44 | 8 | ||||||
2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 345,400 | 312.17 | 60,034 | 273.29 | ||||
2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 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 | 623,513 | 9.99 | 116,235 | 16.65 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 2,710 | 33.30 | 505 | 41.46 | ||||
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 | 227,262 | 0.17 | 39,500 | -9.28 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,443 | 24.61 | 642 | 32.16 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 1,389 | 8.69 | 259 | 15.18 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 22,579 | 173.32 | 4,209 | 189.88 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 86 | 207.14 | 16 | 300.00 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 4,116 | 10.94 | 767 | 17.64 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 63,894 | 2.46 | 11,910 | 8.67 | ||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 5,377 | 4.94 | 1,002 | 11.33 | ||||
2025-07-16 | 13F | 传奇财务顾问公司 | 695 | 130 | ||||||
2025-08-22 | NP | FGRTX - 富达巨型股票基金 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 | 156,831 | 4.88 | 29,236 | 11.24 | ||||
2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 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 | 18,383 | 23.97 | 3,195 | 12.30 | ||||
2025-06-25 | NP | FXO - 第一信托金融 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,994 | 120.99 | 12,533 | 76.71 | ||||
2025-07-29 | 13F | 计划解决方案公司 | 1,108 | 207 | ||||||
2025-08-13 | 13F | 韩国投资公司 | 354,078 | 5.29 | 66,007 | 11.67 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 176,947 | 2.79 | 32,986 | 9.02 | ||||
2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 15,566 | 8.35 | 2,902 | 14.89 | ||||
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 | 411 | 16.10 | 66 | -7.04 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 34,459 | 2.24 | 6,424 | 8.42 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 4,790 | 0.44 | 893 | 6.44 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 500,000 | 93,210 | |||||
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 | 188,540 | 22.99 | 32,770 | 11.38 | ||||
2025-08-14 | 13F | 维京全球投资有限责任公司 | 2,375,664 | 442,871 | ||||||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 8 | 1 | ||||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 12 | 140.00 | 2 | |||||
2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 616 | 108 | ||||||
2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 1,085 | 202 | ||||||
2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 85,586 | 1.36 | 15,955 | 7.49 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 4,450 | 0.91 | 812 | -2.52 | ||||
2025-08-06 | 13F | 德克尔退休计划公司 | 13 | 2 | ||||||
2025-07-09 | 13F | 太阳点有限责任公司 | 2,873 | 37.79 | 536 | 46.17 | ||||
2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,911 | 3.41 | 729 | 9.79 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 8 | 100.00 | 1 | |||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 2,150 | 14.12 | 414 | 44.41 | ||||
2025-07-23 | NP | CFMCX - 中型股基金 | 9,688 | 183.27 | 1,684 | 156.55 | ||||
2025-08-29 | NP | MAVF-Matrix Advisors价值ETF | 13,128 | 13.93 | 2,447 | 20.84 | ||||
2025-07-14 | 13F | Kfg 财富管理有限公司 | 2,171 | 405 | ||||||
2025-08-12 | 13F | DnB 资产管理公司 | 75,932 | 7.13 | 14,155 | 13.62 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 9,331 | 3.24 | 1,739 | 9.51 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,281 | 1.34 | 239 | 7.21 | ||||
2025-08-13 | 13F | 法国外贸银行 | 81,141 | 1.65 | 15,126 | 9.08 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 13,572 | 9.26 | 2,359 | -1.09 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,975 | 1.86 | 317 | -18.51 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 294 | 3.16 | 52 | -5.56 | ||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 8,500 | 6.25 | 1,585 | 12.66 | ||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 73,925 | 30.36 | 13,781 | 38.27 | ||||
2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 64,413 | 3.75 | 12,008 | 10.03 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,138 | 6.75 | 198 | -3.43 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 131 | 35.05 | 24 | 41.18 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 51,263 | 8.79 | 9,556 | 17.99 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 312 | 241.76 | ||||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 86,954 | 10.67 | 16,210 | 17.37 | ||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 85,500 | 1,400.00 | 15,939 | 1,350.23 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 230,484 | 32.22 | 42,967 | 40.23 | ||||
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 | 9,512 | 1,773 | ||||||
2025-04-28 | NP | UTRN - Vesper 美国大盘短期反转策略 ETF | 2,593 | 498 | ||||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 333,758 | 8.81 | 62,528 | 17.16 | ||||
2025-08-14 | 13F | 红木金融网络公司 | 4,884 | 16.51 | 910 | 23.64 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 42 | 8 | ||||||
2025-08-05 | 13F | 整体金融合作伙伴 | 1,849 | 2.44 | 345 | 8.52 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 138,939 | 5.19 | 25,887 | 11.88 |