机构和基金投资人持股 - 买家
在保德信金融公司中开设新头寸的主要持有者包括 中西部信托公司, FLQM - 富兰克林 LibertyQ 美国中型股票 ETF, PVFYX - 胜利先锋核心股票基金Y类, PCEQX - 胜利先锋股票收益基金C类, 第一太平金融, 瑞穗证券美国有限公司, VGI 合作伙伴有限公司, MASTERINVEST 资本投资有限公司, 沃尔特拉技术有限公司, Glenmede投资管理有限公司, BTG Pactual SA 银行, 邓肯·威廉姆斯资产管理有限责任公司, 支架风险投资有限公司。, OWTEX - 老韦斯特伯里全股票基金, AVMV - Avantis 美国中盘价值 ETF, 诺德万德顾问有限责任公司, 富登基金管理有限公司, 耆那全球有限公司, SummitTX Capital，LP, 和 CSM 顾问有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 27,137 | 2,916 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 9,009 | 0.94 | 968 | -2.91 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 53,134 | 5.30 | 6 | 0.00 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 100 | 400.00 | 10 | 400.00 | ||||
| 2025-05-15 | 13F | 牛津资产管理公司 | 2,877 | 321 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 119,340 | 7.71 | 12,822 | 3.62 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 24,096 | 174.19 | 2,581 | 166.91 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 28,840 | 2.61 | 3,099 | -1.31 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 8,920 | 0.06 | 958 | -3.72 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 44,722 | 7.71 | 4,805 | 6.45 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,932 | 208 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 26,159 | 2.17 | 2,811 | -1.71 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 4,695 | 6.97 | 482 | -9.06 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,829 | 68.60 | 411 | 62.45 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 11,162 | 16.99 | 1,199 | 6.11 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,210 | 40.68 | 6,147 | 35.34 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 102 | 10 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 4,369 | 1.49 | 454 | -8.48 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 43,032 | 1.27 | 4,623 | -2.57 | ||||
| 2025-06-27 | NP | VAMO - Cambria 价值和动量 ETF | 3,923 | 23.56 | 403 | 4.96 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 12,210 | 0.23 | 1,312 | -3.60 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 5,460 | 5.26 | 587 | 1.21 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 123,350 | 1.90 | 13,253 | -1.97 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 133,688 | 14,363 | ||||||
| 2025-08-08 | 13F | 等投资顾问公司 | 192,858 | 1.87 | 20,721 | -2.00 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 2,872 | 3.61 | 309 | -0.32 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 28,745 | 5.24 | 3,088 | 1.25 | ||||
| 2025-07-30 | 13F | 道德公司 | 57,029 | 5.12 | 6,110 | 0.83 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 3,333 | 122.50 | 358 | 114.37 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 11,292 | 0.29 | 1,213 | -3.50 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 4,092 | 5.41 | 440 | 1.39 | ||||
| 2025-06-25 | NP | IPAYX - 诚信红利峰会基金I类 | 2,000 | 300.00 | 205 | 241.67 | ||||
| 2025-08-20 | NP | HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金 | 176 | 300.00 | 19 | 350.00 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,146 | 1.42 | 123 | -2.38 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 2,470 | 0.32 | 265 | -3.64 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 139 | 15 | ||||||
| 2025-08-12 | 13F | 峰会全球投资 | 7,609 | 1.33 | 1 | |||||
| 2025-07-25 | 13F | 北美社区银行 | 566 | 163.26 | 61 | 150.00 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 17 | 2 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 2,172 | 116.55 | 0 | |||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 6,080 | 4.50 | 653 | 0.62 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 20,508 | 2,203 | ||||||
| 2025-08-25 | NP | FGD - 第一信托道琼斯全球精选股息指数基金 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 | 47,154 | 22.69 | 5,066 | 18.03 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级 | 15,329 | 2.06 | 1,647 | -1.85 | ||||
| 2025-08-18 | 13F | 布里克和凯尔合伙人 | 35,881 | 0.33 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,986 | 213 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 86,820 | 7.24 | 9,328 | 3.16 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 2,514 | 66.27 | 270 | 60.71 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,832,426 | 16.95 | 197 | 12.64 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 119,100 | 12,796 | ||||||
| 2025-07-22 | 13F | 邓肯·威廉姆斯资产管理有限责任公司 | 8,360 | 898 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 34,174 | 25.22 | 3,662 | 21.87 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 16,732 | 1.76 | 1,798 | -2.12 | ||||
| 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 | 38,357 | 5.24 | 3,940 | -10.50 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 5,230 | 1 | ||||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 94,153 | 4.81 | 10,116 | 0.83 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 100 | 11 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 18,047 | 14.19 | 1,875 | 3.02 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 14,200 | 7.06 | 1,526 | 2.97 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 686,928 | 1.62 | 73,803 | -2.23 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 365 | 39 | ||||||
| 2025-07-31 | 13F/A | 亚飞财富 | 144 | 16.13 | 0 | |||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 2,177 | 1.26 | 235 | -2.50 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 44,127 | 0.56 | 4,741 | -3.24 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 40,171 | 108.41 | 4,316 | 100.51 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 17,090 | 9.01 | 1,836 | 12.64 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 2 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 2,140 | 230 | ||||||
| 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 | 9,078 | 6.04 | 975 | 1.99 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 30,513 | 0.33 | 3,278 | -3.47 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 474 | 51 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 536 | 18.85 | 58 | 14.00 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 7,689 | 10.05 | 826 | 5.90 | ||||
| 2025-03-25 | 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 | 120,541 | 404.50 | 14,557 | 397.47 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 2,574 | 4.68 | 277 | 0.73 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 1,161 | 18.35 | 119 | 0.85 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 87,000 | 4.82 | 9,347 | 0.84 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 17,400 | 112.20 | 1,869 | 104.26 | |||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 37,348 | 7.24 | 4,013 | 3.16 | ||||
| 2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,017 | 13.82 | 1,145 | 2.69 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 18,500 | 224.56 | 1,988 | 212.42 | |||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 6,088 | 2.22 | 654 | -1.65 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 190,454 | 0.76 | 19,786 | -9.05 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 3,793 | 34.65 | 408 | 29.62 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 100 | 11 | ||||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 58,624 | 3.58 | 6,299 | -0.36 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 4,071 | 6.96 | 423 | -3.65 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 2,765 | 297 | ||||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 3,133 | 322 | ||||||
| 2025-08-13 | 13F | Certior 金融集团有限公司 | 2,415 | 0.25 | 259 | -3.72 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 20,275 | 139.40 | 2,178 | 130.48 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 42,333 | 0.09 | 4,548 | -3.71 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 266 | 14.16 | 29 | 7.69 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 6,063 | 279.41 | 677 | 258.20 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 33,236 | 1.12 | 3,414 | -14.01 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 37,931 | 7.75 | 3,941 | -2.74 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 47,089 | 0.65 | 5 | 0.00 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 62,369 | 1.43 | 6,406 | -13.74 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,142,758 | 122,778 | ||||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 30 | 3 | ||||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 83 | 9.21 | 9 | -11.11 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 146 | 100.00 | 15 | 114.29 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 362 | 43.65 | 39 | 35.71 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 28,175 | 4.95 | 2,927 | -5.24 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 6,473 | 9.77 | 695 | 5.62 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 427,384 | 2.52 | 45,918 | -1.37 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 39,288 | 10.26 | 4,221 | 6.08 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 198,583 | 8.40 | 21,336 | 4.29 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 5,422 | 2.13 | 562 | 2.94 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 81,600 | 17.07 | 9 | 14.29 | |||
| 2025-08-14 | 13F | 货币概念资本公司 | 12,473 | 0.16 | 1,340 | -3.60 | ||||
| 2025-08-13 | 13F | 全地形财务顾问有限责任公司 | 17,248 | 0.08 | 1,853 | -3.69 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 84,100 | 4.86 | 9 | 12.50 | |||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 615 | 31.41 | 89 | 69.23 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 2,056 | 0 | ||||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 87 | 6.10 | 9 | -11.11 | ||||
| 2025-06-27 | NP | PEY - 景顺高收益股票股息实现者 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 | 207,883 | 11.61 | 21,352 | -5.08 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 18,214 | 8.24 | 1,957 | 4.10 | ||||
| 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 | 487,305 | 11.68 | 52,356 | 7.44 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,740 | 17.09 | 179 | -0.56 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 675,324 | 7.00 | 72,557 | 2.94 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -3,800 | 8.57 | -395 | -1.99 | |||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 12,600 | 1,354 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 2,362 | 254 | ||||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 16,036 | 16.30 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 61,916 | 21.70 | 6,653 | 17.09 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,900 | 312 | |||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 5,576 | 16.90 | 579 | 5.46 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 104,557 | 9.45 | 11,234 | 5.30 | ||||
| 2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 34,485 | 17.52 | 3,542 | -0.06 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 8,051 | 4.23 | 865 | 0.35 | ||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 19,678 | 19.84 | 2,114 | 15.33 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,189 | 13.72 | 1,632 | 9.39 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 2,789,898 | 24.77 | 286,550 | 6.12 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 569 | 75.08 | 61 | 69.44 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 21,107 | 29.53 | 2,193 | 16.91 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 377,435 | 40,552 | ||||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 85,265 | 248.15 | 9,161 | 234.92 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 10,471 | 4.90 | 1,125 | 0.99 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 115 | 12 | ||||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 5,247 | 2.82 | 564 | -1.05 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 98,857 | 0.04 | 10,621 | -3.76 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 78,063 | 0.37 | 8,110 | -9.41 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 7,925 | 0.56 | 851 | -3.30 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 43 | 437.50 | 5 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 643 | 1.90 | 69 | -1.43 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 4,786 | 514 | ||||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 6,047 | 650 | ||||||
| 2025-07-18 | 13F | 第一太平金融 | 25,350 | 2,724 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 8,990 | 4.18 | 923 | -11.42 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 35,218 | 1.41 | 3,784 | -2.45 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 4,087 | 1.52 | 439 | -2.23 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 134,310 | 9.22 | 14,430 | 5.08 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 5,847 | 628 | ||||||
| 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 | 53,849 | 7.40 | 5,531 | -8.66 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 10,950 | 139.03 | 1,176 | 116.97 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 95,569 | 29.12 | 10,268 | 24.21 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 124 | 0.81 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,014,200 | 35.90 | 108,966 | 30.74 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 955,200 | 27.80 | 102,627 | 22.95 | |||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 42,445 | 1.48 | 4,560 | -2.38 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 40,548 | 1.88 | 4,356 | -1.98 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,019 | 3.56 | 109 | 0.00 | ||||
| 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 | 136,250 | 16.56 | 13,994 | -0.86 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 2,386 | 2.32 | 246 | 3.80 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 239 | 26 | ||||||
| 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 | 34,509 | 1.94 | 3,708 | -1.93 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 3,512 | 24.14 | 365 | 12.00 | ||||
| 2025-08-04 | 13F | 经济金融服务公司 | 15,472 | 1,662 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 17,150 | 9.97 | 1,843 | 5.80 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 15,705 | 64.43 | 1,613 | 52.89 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 18 | 63.64 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 6,551 | 704 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 249,670 | 61.07 | 26,825 | 54.95 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 3,263 | 351 | ||||||
| 2025-07-15 | 13F | 地毯 RIA 有限责任公司 | 5,101 | 65.35 | 548 | 59.30 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 5,600 | 12.00 | 602 | 7.71 | |||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 1,965 | 0.26 | 211 | -3.21 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 43,076 | 15.88 | 4,628 | 11.49 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 72,600 | 467.19 | 7,800 | 445.84 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 64,900 | 6,973 | |||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -162 | -17 | |||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 20,236 | 0.11 | 2,166 | -5.04 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 6,431 | 1.18 | 691 | -2.54 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,798 | 2.45 | 193 | -1.03 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 597,333 | 4.30 | 64,177 | 0.34 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,220,819 | 7.66 | 125,390 | -8.44 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 190,111 | 20,426 | ||||||
| 2025-03-27 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 2,187 | 264 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 92,939 | 9.07 | 9,546 | -7.24 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 3,894 | 3.26 | 418 | -0.71 | ||||
| 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 | 87,387 | 0.86 | 8,976 | -14.22 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 1,113 | 70.44 | 120 | 65.28 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 1,860 | 4.44 | 200 | 0.51 | ||||
| 2025-08-13 | 13F | 法国集团 | 97,514 | 18.94 | 10,431 | 11.19 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 84,772 | 6.11 | 9,247 | 3.64 | ||||
| 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 | 4,465,931 | 0.16 | 463,966 | -9.59 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 6,859 | 4.00 | 737 | 0.00 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 53,043 | 1.24 | 5,699 | -2.61 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,019 | 53.23 | 106 | 38.16 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 325,769 | 6.51 | 35,001 | 2.47 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 218 | 55.71 | 23 | 53.33 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 116 | 1.75 | 12 | 0.00 | ||||
| 2025-05-29 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 2,281 | 19.49 | 255 | 12.39 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 20,451 | 2,197 | ||||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 4,346 | 467 | ||||||
| 2025-07-28 | 13F | 资本管理公司/弗吉尼亚州 | 83,876 | 5.50 | 9,012 | 1.49 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 46,982 | 5,048 | ||||||
| 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 | 67,878 | 1.90 | 7,293 | -1.98 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 206 | 1.48 | 22 | 0.00 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 4,269 | 1.79 | 459 | -2.14 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 17,406 | 1,870 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,596 | 5.84 | 171 | 1.79 | ||||
| 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 | 26,647 | 2.77 | 2,768 | -7.24 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,078 | 2.26 | 223 | -1.33 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,720,781 | 49.22 | 184,192 | 44.72 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 19,741 | 18.96 | 2,121 | 14.41 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 42,502,160 | 1.43 | 4,566,432 | -2.42 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 4,312 | 0.63 | 463 | -3.14 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 17,434 | 4.60 | 1,811 | -5.58 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 26 | 30.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 335 | 0.90 | 36 | -7.69 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 2,059 | 1.23 | 219 | 8.96 | ||||
| 2025-08-08 | 13F | 托巴姆 | 568 | 46.77 | 0 | |||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,430 | 23.16 | 261 | 18.64 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 8,484 | 4.83 | 912 | 0.89 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 4,495 | 26.83 | 483 | 22.03 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 4,037 | 0.05 | 434 | -3.78 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 453 | 1.34 | 0 | |||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 25,900 | 3.45 | 2,783 | -0.50 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 5,274 | 0.23 | 565 | -3.75 | ||||
| 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 | 178,857 | 0.53 | 18,581 | -9.26 | ||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Dividend Index VIT 基金 2 类股票 | 1,483 | 6.61 | 166 | 0.61 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 3,944 | 108.24 | 424 | 100.47 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 7,390 | 12.11 | 794 | 7.74 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 325 | 22.64 | 35 | 17.24 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 12,284 | 6.34 | 1,320 | 2.25 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 117,707 | 1.42 | 12,646 | -2.43 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 28,605 | 5.30 | 3 | 0.00 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 3,915 | 3.82 | 421 | -0.24 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,069 | 222 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 31,613 | 21.57 | 3,397 | 16.94 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 1,866 | 7.12 | 200 | 3.09 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 688 | 0.44 | 74 | -3.95 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 109 | 12 | ||||||
| 2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 64,536 | 777.21 | 6,934 | 809.84 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 7,060 | 5.09 | 759 | 1.07 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 1,548,634 | 30.14 | 166,385 | 25.20 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 126,247 | 5.55 | 13,116 | -4.74 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 10,472 | 15.15 | 1,126 | 10.83 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 76 | 8 | ||||||
| 2025-08-06 | 13F | 荷兰集团 | 17,121 | 7.83 | 1,839 | 3.72 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 520,025 | 209.21 | 55,871 | 197.49 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 17,293 | 1.44 | 1,858 | -2.42 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 561 | 127.13 | 60 | 122.22 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,910 | 8.15 | 198 | -2.46 | ||||
| 2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | Short | -32,652 | -2.73 | -3,392 | -12.19 | |||
| 2025-04-24 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 28,527 | 7.77 | 3,283 | -4.15 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 15,514 | 4.53 | 1,667 | 0.54 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 54,208 | 2.52 | 5,824 | -1.37 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 55,602 | 15.95 | 5,974 | 11.54 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 5,733 | 13.82 | 616 | 9.43 | ||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 3,954 | 22.87 | 425 | 18.11 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 88,600 | 421.18 | 9,519 | 401.53 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 69,500 | 130.13 | 7,467 | 121.44 | |||
| 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 | 7,482 | 29.11 | 768 | 9.87 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 4,195 | 451 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 82,456 | 3.28 | 8,755 | -0.60 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 29,407 | 1.59 | 3,159 | -2.26 | ||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 12,145 | 9.82 | 1,247 | -6.59 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 92,361 | 10.07 | 9,921 | 5.85 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 44,780 | 1.44 | 4,599 | -13.71 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 6,445 | 21.74 | 670 | 9.85 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 14,566 | 41.82 | 1,727 | 50.48 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 14 | 2 | ||||||
| 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 | 1,066 | 21.14 | 109 | 2.83 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 18,164 | 14.53 | 1,952 | 10.16 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 82,092 | 3.86 | 8,820 | -0.09 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 7,892 | 37.11 | 848 | 31.93 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 6,104 | 22.77 | 656 | 18.02 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 12,663 | 13.44 | 1,316 | 2.41 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 8,822 | 10.05 | 906 | -6.40 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 666,008 | 39.99 | 71,556 | 34.67 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 105,555 | 1.05 | 11,341 | -2.79 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,581 | 0.55 | 277 | -3.15 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 596,313 | 0.68 | 64,068 | -3.14 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 2,852 | 0.49 | 306 | -3.16 | ||||
| 2025-03-31 | NP | JHDV - 约翰汉考克美国高股息 ETF | 1,392 | 4.50 | 168 | 3.07 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 3,790 | 9.70 | 407 | 5.71 | ||||
| 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 | 22 | 22.22 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 121,216 | 4.47 | 13,023 | 0.50 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 2,545 | 3.41 | 273 | -0.36 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 870 | 1,833.33 | 93 | 1,760.00 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 7,353 | 73.38 | 790 | 67.02 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 4,361 | 5.82 | 469 | 1.74 | ||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 109 | 275.86 | 12 | 266.67 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 5,739 | 169.82 | 617 | 159.92 | ||||
| 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 | 159,301 | 9.87 | 16,362 | -6.55 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,239 | 4.38 | 127 | -11.19 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 84 | 2.44 | 9 | -11.11 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 55,650 | 127.14 | 6,720 | 124.00 | ||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 2,134 | -249.65 | 229 | -244.03 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 16,255 | 8.34 | 1,746 | 4.24 | ||||
| 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 | 122,802 | 16.95 | 13,194 | 12.51 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 103 | 13.19 | 12 | 9.09 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 2,687 | 289 | ||||||
| 2025-06-25 | NP | RLCAX - 哥伦比亚纪律价值基金 A 类 | 2,717 | 279 | ||||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 435,473 | 22.89 | 46,787 | 18.23 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 8,642 | 64.96 | 929 | 58.63 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 9,262 | 29.03 | 962 | 16.46 | ||||
| 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 | 355,404 | 2.49 | 36,923 | -7.49 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 2,315 | 11.51 | 249 | 7.36 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 13,083 | 19.67 | 1,344 | 1.74 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 37,940 | 7.15 | 4,076 | 3.09 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 25,674 | 1.82 | 2,758 | -2.02 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 3,777 | 0.21 | 406 | -3.57 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 888,793 | 11.08 | 95,492 | 6.86 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 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 | 774,300 | 2.92 | 83,191 | -0.99 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 139 | 15 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -41 | -4.65 | ||||||
| 2025-08-26 | NP | IAK - iShares 美国保险 ETF | 332,638 | 6.22 | 35,739 | 2.19 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 2,419 | 22.92 | 260 | 11.16 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 27,798 | 36.29 | 2,987 | 31.14 | ||||
| 2025-05-30 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 31,437 | 24.99 | 3,511 | 15.27 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,817 | 9.82 | 303 | 5.59 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 215,046 | 0.15 | 23,105 | -3.65 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 5,404 | 36.19 | 581 | 30.93 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 28,436 | 47.71 | 3,055 | 42.16 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 17,670 | 26.71 | 1,898 | 21.90 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 256,857 | 0.61 | 27,597 | -3.21 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 187,104 | 0.71 | 20,102 | -3.11 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,372 | 1.89 | 255 | -1.93 | ||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 2,096 | 225 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 12,912 | 0.65 | 1,387 | -3.14 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,621 | 4.58 | 174 | 0.00 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 232,700 | 1.84 | 24,929 | -0.88 | |||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 160,209 | 2.64 | 17,213 | -1.26 | ||||
| 2025-08-12 | 13F | 科瓦有限公司 | 8,404 | 6.57 | 903 | 2.50 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 31,734 | 0.51 | 3,410 | -3.29 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 161,300 | 4.81 | 17,280 | 2.01 | |||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,792 | 17.82 | 193 | 13.61 | ||||
| 2025-07-28 | NP | KBWD - Invesco KBW 高股息收益金融 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 | 44,019 | 42.50 | 4,573 | 28.64 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,323 | 1.15 | 142 | -2.74 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 820 | 5.26 | 88 | 2.33 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 3,538 | 1.52 | 380 | -5.24 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 330,874 | 71.97 | 30,284 | 52.25 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 23,300 | 5.89 | 2,421 | -4.42 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,115 | 223 | ||||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 73,942 | 1.80 | 7,944 | -2.06 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 9,237 | 2.21 | 992 | -1.68 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 1,968 | 211 | ||||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 1,019 | 0.99 | 109 | -2.68 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -2,517 | -15.51 | -270 | -18.67 | |||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 548 | 285.92 | 59 | 286.67 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 14,035 | 3.29 | 1,508 | -0.66 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 57,654 | 13.14 | 6,194 | 8.86 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 7,559 | 94.12 | 812 | 87.10 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 18 | 5.88 | 2 | 0.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 71 | 8 | ||||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 7,813,171 | 2.49 | 839,447 | -1.41 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,109 | 12.60 | 1,301 | 8.24 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 77,628 | 0.32 | 8,340 | -3.48 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 184 | 21.05 | 20 | 18.75 | ||||
| 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 | 6,642 | 62.32 | 714 | 44.04 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 62,085 | 1.06 | 6,377 | -14.05 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 2,893 | 310 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 15,518 | 550.92 | 1,667 | 526.69 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 2,935 | 0.03 | 315 | -3.67 | ||||
| 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 | 383,570 | 2.19 | 41,211 | -1.69 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 36,289 | 0.01 | 3,899 | -3.80 | ||||
| 2025-08-13 | 13F | 奥克斯勒私人财富有限责任公司 | 11,371 | 1.27 | 1,222 | -2.55 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 6,909 | 8.36 | 742 | 4.21 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 2,349 | 0.90 | 0 | |||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 1,872 | 3.48 | 201 | -0.50 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 3,086 | 332 | ||||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,697 | 16.71 | 182 | 12.35 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 8,120 | 5.98 | 872 | 1.99 | ||||
| 2025-05-29 | NP | PWDAX - 电力红利指数基金A类 | 12,185 | 6.27 | 1,361 | 0.07 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 5,579 | 599 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 73 | 8.96 | 7 | -12.50 | ||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 15 | 2 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,071,800 | 6.75 | 115,154 | 2.70 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 52,650 | 1,300.64 | 5,657 | 1,249.88 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 165,663 | 0.70 | 18 | -5.56 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 12,248 | 7.35 | 1,316 | 3.22 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 11,398,330 | 2.04 | 1,224,637 | -1.84 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 20,679 | 2.00 | 2,222 | -1.90 | ||||
| 2025-04-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 3,448 | 30.36 | 397 | 15.79 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 795 | 78.65 | 85 | 73.47 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 39,800 | 12.05 | 4,445 | 5.56 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 2,890 | 3.62 | 311 | -0.32 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 17,237 | 2.58 | 1,852 | -1.33 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 54,971 | 1.86 | 5,906 | -1.99 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 379 | 3.27 | 41 | 0.00 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 8,008 | 3.05 | 860 | -0.81 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 2,598 | 279 | ||||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 64,708 | 2.19 | 6,828 | -2.04 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 11,549 | 261.92 | 1,241 | 248.31 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 227,127 | 0.28 | 23,328 | -14.71 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 50 | 5 | ||||||
| 2025-07-30 | 13F | 贝宁管理公司 | 18,418 | 3.12 | 1,979 | -0.80 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 469 | 0.21 | 50 | -3.85 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 3,282 | 9.84 | 353 | 5.71 | ||||
| 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 | 149 | 14.62 | 15 | 0.00 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 3,796 | 16.23 | 408 | 11.81 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 9 | 1 | ||||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 9,923 | 2.58 | 1,066 | -1.30 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 297 | 26.92 | 32 | 19.23 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 95,713 | 37.05 | 10,283 | 21.59 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 59,230 | 280.92 | 6,364 | 266.53 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 30,848 | 6.23 | 3,205 | -4.13 | ||||
| 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 | 3,807 | 7.21 | 396 | -3.19 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 10,193 | 1.67 | 1,095 | -2.14 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 10,521 | 5.25 | 1,130 | 1.25 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 5,415 | 4.78 | 582 | 0.69 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 115,842 | 2.96 | 12,446 | -0.95 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 39,748 | 4,083 | ||||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 4,681 | 1.21 | 503 | -2.71 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 577 | 0.70 | 62 | -3.17 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 4,007 | 2.59 | 430 | -1.38 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,408,942 | 1.31 | 258,817 | -2.54 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 128 | 13 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 35,900 | 70.14 | 3,857 | 63.71 | |||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 41,735 | 2.07 | 4,484 | -1.80 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 23,198 | 21.76 | 2,410 | 9.95 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 5,020 | 539 | ||||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,242,641 | 2.09 | 133,509 | -1.79 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,079 | 6.36 | 331 | 2.17 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 32,144 | 0.55 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 180 | 1.69 | 19 | 11.76 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 36,734 | 4.52 | 3,947 | 0.56 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,222 | 8.43 | 131 | 4.80 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 94,026 | 4.04 | 9,657 | -11.51 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 14,789 | 6.17 | 1,589 | 2.19 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 626 | 0.81 | 67 | -2.90 | ||||
| 2025-05-22 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 5,175 | 578 | ||||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 2,580 | 277 | ||||||
| 2025-08-14 | 13F | 南岸银行 | 174,797 | 1.38 | 18,780 | -2.47 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 2,495 | 268 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 128,400 | 7.99 | 13,795 | 3.89 | |||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 14,694 | 5.36 | 1,579 | 8.98 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 2,935 | 25.97 | 315 | 21.15 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 58 | 286.67 | 0 | |||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 5,061 | 24.99 | 552 | 22.12 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 8,785 | 0.48 | 1 | |||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 256 | 204.76 | 27 | 188.89 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,547 | 9.79 | 159 | -7.06 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 642 | 0.47 | 0 | |||||
| 2025-07-09 | 13F | 捷克国家银行 | 86,530 | 6.42 | 9,297 | 2.38 | ||||
| 2025-07-18 | 13F | 鹰资本管理有限责任公司 | 35,806 | 0.30 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 73,719 | 13.72 | 7,920 | 9.41 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 1,976 | 212 | ||||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 31,100 | 5.54 | 3,341 | 1.55 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,977 | 1.28 | 212 | -2.30 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 59 | 11.32 | 6 | 20.00 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 29 | 3.57 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 9,085 | 976 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,671 | 180 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 815,841 | 2.37 | 87,654 | -1.52 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 5,859 | 2.14 | 629 | -1.72 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 609 | 26.88 | 65 | 22.64 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 97 | -127.32 | ||||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 4,580 | 6.66 | 492 | 2.71 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 42 | 2.44 | 5 | 0.00 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 15,143 | 1.90 | 1,555 | -13.32 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 22,009 | 0.69 | 2,365 | -3.15 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 4,261 | 5.34 | 458 | 1.33 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,490 | 5.08 | 2,515 | -10.63 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 4,925 | 8.10 | 529 | 4.13 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 3,973 | 2.69 | 427 | -1.39 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 104,491 | 4.04 | 11,226 | 0.10 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,840 | 0.01 | 11,898 | -14.94 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 9,402,393 | 1.77 | 1,010,474 | -2.21 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 29,016 | 2.60 | 3,118 | -1.30 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 82 | 192.86 | 9 | 166.67 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 83,045 | 20.51 | 8,628 | 8.78 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 79,627 | 162.77 | 8,555 | 152.81 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 283,891 | 61.45 | 30,501 | 55.32 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 14,798 | 7.01 | 1,590 | 2.91 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 296 | 15.18 | 0 | |||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 28,967 | 0.53 | 3,112 | -3.26 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 24,550 | 7.17 | 2,965 | 3.28 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 310,511 | 45.85 | 33,361 | 40.32 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 15,400 | 113.89 | 1,655 | 105.72 | |||
| 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 | 13 | 18.18 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,199 | 12.90 | 129 | 8.47 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,409 | 7.62 | 562 | -2.94 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 454 | 94.85 | 49 | 84.62 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 547 | 36.41 | 59 | 31.82 | ||||
| 2025-07-16 | 13F | FORM财富顾问有限责任公司 | 3,905 | 2.25 | 420 | -1.64 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 114,554 | 11.01 | 12,308 | 6.79 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 52,604 | -220.61 | 5,652 | -209.32 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 370 | 24.58 | 40 | 18.18 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 139 | 15 | ||||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 740 | 0.95 | 79 | -2.47 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 14,893 | 10.73 | 1,600 | 6.52 | ||||
| 2025-05-16 | 13F | 协调金融服务有限公司/CO | 2,837 | 317 | ||||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 2,755 | 296 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 64,934 | 25.06 | 6,977 | 20.32 | ||||
| 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 | 161,793 | 0.75 | 16,618 | -14.31 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 462 | 20.94 | 50 | 25.64 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 163 | 18 | ||||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 84,908 | 191.31 | 9,123 | 180.25 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 33 | 135.71 | 4 | 200.00 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 3,138 | 0.84 | 0 | |||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue 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 | 365,100 | 5.91 | 37,930 | -4.40 | ||||
| 2025-08-14 | 13F | Xponance公司 | 56,213 | 2.90 | 6,040 | -1.02 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 33,571 | 11.56 | 3,607 | 7.32 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 6,094 | 5.07 | 655 | 1.08 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 13,917 | 221.04 | 1,495 | 208.88 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 43,497 | 1,877.14 | 4,673 | 1,807.35 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,321 | 0.21 | 787 | -3.56 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 4,164 | 3.48 | 447 | -0.45 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 27,288 | 186.67 | 2,932 | 175.73 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 84,458 | 8,675 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 59,345 | 3.92 | 6,095 | -11.60 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 17,485 | 3.19 | 1,879 | -0.74 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 5,630 | 58.15 | 605 | 52.14 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 11,059 | 67.76 | 1,185 | 63.31 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 32,411 | 59.93 | 3,567 | 45.71 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,482 | 16.69 | 267 | 12.24 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 322,965 | 2.80 | 34,697 | -1.11 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 9,750 | 4.47 | 1,048 | 0.48 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 51 | 6 | ||||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 6,259 | 4.39 | 720 | -7.10 | ||||
| 2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 219,414 | 7.96 | 22,795 | -2.56 | ||||
| 2025-08-14 | 13F | 安盛公司 | 56,700 | 25.80 | 6,092 | 21.02 | ||||
| 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 | 97,990 | 0.29 | 10,065 | -14.70 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 423 | 0.71 | 45 | -2.17 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 155,934 | 11.00 | 16,016 | -5.59 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,668 | 29.83 | 287 | 24.89 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 4,868 | 395.72 | 506 | 327.97 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 12,545 | 34.86 | 1,348 | 29.77 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,721 | 4.88 | 177 | -11.11 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 269,293 | 2.80 | 28,933 | -1.11 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 115,229 | 0.78 | 12 | 0.00 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 34,693 | 1.12 | 3,727 | -2.71 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 38,570 | 4.30 | 4,144 | 0.34 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 6,983 | 750 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 114,491 | 0.24 | 12,301 | -3.57 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 97 | 8.99 | 10 | 11.11 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 297 | 26.92 | 32 | 19.23 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 2,495 | 7.78 | 268 | 3.88 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 24,471 | 2,629 | ||||||
| 2025-08-12 | 13F | 银色信托公司 | 29,476 | 51.54 | 3,167 | 45.76 | ||||
| 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 | 259,292 | 22.28 | 26,632 | 4.00 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 89 | 10 | ||||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 101 | 1.00 | 11 | -9.09 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 3,501 | 9.89 | 371 | 4.23 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 8,063 | 3.35 | 864 | 11.93 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 12,364 | 2.03 | 1,328 | -1.85 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 51,900 | 65.81 | 5,576 | 59.54 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 889,999 | 1.28 | 95,621 | -2.57 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 712 | 22.34 | 76 | 18.75 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 24,773 | 18.90 | 2,662 | 14.40 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 36,398 | 6.37 | 3,911 | 2.33 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 84 | 9 | ||||||
| 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 | 197,988 | 12.97 | 20,569 | 1.97 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 948 | 0 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 12 | 33.33 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 68 | 1.49 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 23,634 | 3.30 | 2,576 | 0.90 | ||||
| 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 | 192 | 20 | ||||||
| 2025-08-14 | 13F | 富登基金管理有限公司 | 6,111 | 657 | ||||||
| 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 | 657,115 | 0.31 | 68,268 | -9.46 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,266 | 3.09 | 136 | -0.73 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 8,807 | 2.10 | 946 | -1.77 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 200 | 9.29 | 21 | 5.00 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 2,044 | 4.87 | 220 | 0.92 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 233,900 | 5.49 | 24,024 | -10.27 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 5,734 | 8.52 | 616 | 4.41 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 129,042 | 13,864 | ||||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 105 | 11 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 991,934 | 0.96 | 106,573 | -2.88 | ||||
| 2025-03-31 | NP | HUMDX - Huber Capital 中盘价值基金投资者类别 | 1,000 | 121 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4 | 0 | ||||||
| 2025-03-28 | NP | USISX - 收益股票基金份额 | 162,900 | 19,672 | ||||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 67 | 7 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 2,940 | 2.19 | 316 | -1.87 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 116,595 | 1.90 | 12,527 | -1.97 | ||||
| 2025-08-14 | 13F | 达格科公司 | 180 | 7.78 | 19 | 5.56 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 17,811 | 0.63 | 1,914 | -3.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37,674 | 34.99 | 4,059 | 32.17 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 62,859 | 0.98 | 6,754 | -2.85 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 51,831 | 5,569 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 13,917 | 0.30 | 1,495 | -3.49 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 15,924 | 2.27 | 1,711 | -1.61 | ||||
| 2025-08-29 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 9,500 | 5.56 | 1,021 | 1.49 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 59,361 | 1.03 | 6,378 | -2.80 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 1,924 | 198 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 173,209 | 6.92 | 18,610 | 2.86 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 23 | 2 | ||||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 319 | 0.31 | 34 | -2.86 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 68 | 7 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 3,067 | 30.34 | 329 | 25.57 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 11,906 | 4.38 | 1,279 | 0.47 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 151,397 | 36.47 | 16,266 | 31.29 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 7,040 | 0.01 | 756 | -3.82 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 81 | 237.50 | 9 | 300.00 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 56,661 | 38.41 | 6,088 | 33.17 | ||||
| 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 | 4,022 | 595.85 | 432 | 544.78 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,864 | 200 | ||||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,795 | 16.43 | 6,142 | -0.97 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 21,123 | 137.52 | 2,359 | 123.81 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 571 | 0.18 | 61 | -3.17 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 13,863 | 1,489 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 12,206 | 10.08 | 1,311 | 5.90 | ||||
| 2025-07-23 | 13F | Horizon 咨询服务有限公司 | 3,539 | 0.94 | 380 | -2.81 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 163,088 | 169.49 | 17,522 | 159.28 | ||||
| 2025-08-26 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 130 | 58.54 | 14 | 44.44 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,059 | 214 | ||||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 136,391 | 32.05 | 15,699 | 17.46 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 641 | 57.11 | 69 | 51.11 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 5,836 | 9.53 | 627 | 5.38 | ||||
| 2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 14,719 | 45.49 | 1,581 | 31.86 | ||||
| 2025-05-21 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 8,224 | 3.56 | 918 | -2.44 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,076 | 116 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 31,517 | -189.88 | 3,386 | -186.49 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 4,873 | 25.21 | 524 | 20.51 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 34,609 | 156.97 | 3,718 | 147.21 | ||||
| 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 | 17,434 | 14.04 | 1,873 | 9.72 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 10,736 | 49.48 | 1,153 | 43.77 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 231 | 6.45 | 24 | -4.17 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,096 | 0.82 | 225 | -3.02 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 7,362 | 1.38 | 791 | -2.59 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 91,842 | 10 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 125 | 25.00 | 13 | 18.18 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 8,505 | 4.41 | 914 | 0.44 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 9,307 | 6.21 | 956 | -9.74 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 15,795 | 6.44 | 1,697 | 2.41 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 18,200 | 1,955 | |||||
| 2025-07-23 | 13F | 奥罗拉投资管理有限公司。 | 3,487 | 1.19 | 0 | |||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 2,727 | 0.85 | 293 | -2.66 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 26,139 | 21.93 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | 425,878 | 93.61 | 45,756 | 86.27 | ||||
| 2025-08-13 | 13F | 永星资产管理有限公司 | 7,054 | 21.62 | 758 | 17.00 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 7,879 | 3.78 | 846 | -0.12 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 2,040 | 2.00 | 219 | -1.79 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,179 | 7.28 | 122 | -3.17 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 55,287 | 6.17 | 5,744 | -4.17 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 2,106 | 0.19 | 226 | -3.42 | ||||
| 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 | 508,473 | 8.04 | 52,825 | -2.48 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 14,503 | 5.30 | 1,558 | 1.30 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 158 | 47.66 | 16 | 33.33 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 369 | 6.96 | 40 | 2.63 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 7,845 | 25.20 | 843 | 20.46 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 16,897 | 0.03 | 1,815 | -3.76 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 80,672 | 2.57 | 8,667 | -1.32 | ||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 1,129 | 121 | ||||||
| 2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 15,388 | 6.79 | 1,653 | 2.73 | ||||
| 2025-07-08 | 13F | 栽培资本公司 | 1,986 | 213 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 59,451 | 1.13 | 6,106 | -13.99 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 12,584 | 1,352 | ||||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 181,838 | 3.68 | 19,537 | -0.26 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 2,053 | 221 | ||||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 390 | 16.07 | 42 | 10.81 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 2,640 | 17.86 | 284 | 13.20 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 24,965 | 56.27 | 3 | 100.00 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 36,389 | 46.68 | 3,738 | 24.77 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 8,423 | 8.50 | 905 | 4.50 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 3,691 | 1.85 | 0 | |||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 13,094 | 2.29 | 1,407 | -1.61 | ||||
| 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 | 179,701 | 0.95 | 19,307 | -2.88 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 9,265 | 36.51 | 1,010 | 33.29 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 345,069 | 2.75 | 37,074 | -1.15 | ||||
| 2025-05-23 | NP | NXTV-简化下一个无形价值指数 ETF | 58 | 1.75 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 3,596 | 0.59 | 386 | -3.26 | ||||
| 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 | 7,871 | 5.17 | 846 | 1.20 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 11,018 | 7.60 | 1,184 | 3.50 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 6,554 | 10,644.26 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 19,111 | 16.59 | 2,053 | 12.19 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 838,387 | 118.41 | 90,076 | 110.12 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | Call | 500,000 | 42.86 | 53,565 | 37.04 | |||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 704 | 76 | ||||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 193,355 | 8.99 | 20,088 | -1.63 | ||||
| 2025-06-26 | NP | FVAL - 富达价值因子 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 | 58,574 | 31.76 | 6,016 | 12.07 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 57,400 | 6,167 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 12,600 | 366.67 | 1,354 | 349.50 | |||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,300 | 11.02 | 140 | 6.92 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 179 | 9.15 | 19 | 5.56 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 19,964 | 12.85 | 2,145 | 8.56 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 2,000 | 215 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 697,379 | 14.20 | 74,926 | 9.87 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 22,492 | 51.50 | 2,417 | 45.72 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 2,029 | 3.52 | 218 | -0.46 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 6,859 | 2.17 | 737 | -1.74 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 10,048,424 | 2.16 | 1,079,603 | -1.72 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 213,795 | 30.17 | 22,970 | 25.23 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 190,681 | 9.00 | 20,487 | 4.86 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 481 | 14.52 | 52 | 10.87 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,300 | 160.00 | 140 | 152.73 | |||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 29,400 | 18.30 | 3,054 | 6.78 | ||||
| 2025-05-30 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 77,535 | 70.02 | 8,659 | 60.20 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 30,858 | 4.44 | 3,169 | -11.16 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 188,100 | 39.96 | 20,209 | 34.65 | |||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 147,700 | 27.11 | 15,869 | 22.28 | |||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 44,562 | 4.14 | 4,788 | 0.19 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构中盘价值基金 | 40,650 | 2.74 | 4,367 | -1.15 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 8,855 | 17.69 | 909 | 0.11 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 1,900 | 204 | ||||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 22,375 | 6.85 | 2,404 | 2.78 | ||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 3,365 | 6.49 | 362 | 2.56 | ||||
| 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 | 48,196 | 16.17 | 5,007 | 4.86 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 553,082 | 6.12 | 59,423 | 2.09 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 17,472 | 18.67 | 1,877 | 14.17 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 30,700 | 4.07 | 3,298 | 0.12 | |||
| 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 | 122,839 | 2.61 | 12,617 | -12.73 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 330 | 1.23 | 35 | -2.78 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 160,284 | 282.48 | 17,221 | 267.95 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,092 | 9.99 | 225 | 5.66 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 642 | 4.73 | 69 | 0.00 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 3,108 | 0.58 | 334 | -3.48 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 91,268 | 26.96 | 9,806 | 22.14 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 4,976 | 2.37 | 535 | -1.48 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 140 | 6.87 | 15 | 7.14 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 8,201 | 0.01 | 881 | -3.72 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 154,006 | 8.51 | 16,573 | 4.50 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,905 | 75.58 | 196 | 48.85 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 4,353 | 12.74 | 468 | 8.35 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 299,332 | 6.03 | 32,160 | 2.01 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,320 | 12.29 | 249 | 8.26 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 337,556 | 0.36 | 36,249 | -3.25 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 2,945 | 1.52 | 316 | -2.47 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 26 | 3 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 87 | 770.00 | 9 | 800.00 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,313,460 | 2.26 | 141,118 | -1.62 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,362 | 34.97 | 254 | 29.74 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,149 | 55.27 | 0 | |||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 440 | 27.17 | 47 | 23.68 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 7,500 | 118.47 | 806 | 110.18 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 4,052 | 1.99 | 435 | -1.81 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 228,247 | 2.51 | 24,523 | -1.38 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 131,992 | 1.07 | 14 | 0.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 7,465 | 10.40 | 802 | 6.23 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,006 | 10.82 | 1,644 | -5.79 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 328,134 | 11.27 | 35,255 | 7.05 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 77 | 8 | ||||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 544,434 | 18.98 | 58,494 | 14.47 | ||||
| 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 | 11,552 | 3.02 | 1,187 | -12.41 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 2,102 | 12.11 | 216 | -4.87 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 10,562 | 1,135 | ||||||
| 2025-04-29 | 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 | 18,882 | 139.86 | 2,173 | 147.49 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 5,765 | 619 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 151 | 5.59 | 16 | -6.25 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 22,646 | 1.65 | 2,433 | -2.21 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 277 | 0.73 | 30 | -3.33 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 244,854 | 89.23 | 27,345 | 78.31 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 23,172 | 9.05 | 2,407 | -1.55 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 4,546 | 4.77 | 488 | 0.83 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 330 | 28.40 | 34 | 17.24 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 242,861 | 0.53 | 26,093 | -3.29 | ||||
| 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 | 1,324,824 | 4.98 | 136,073 | -10.71 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 3,619 | 8.19 | 389 | 4.02 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 29,989 | 0.73 | 3,222 | -3.10 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 175,895 | 31.59 | 18,898 | 26.60 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 2,544 | 5.12 | 273 | 1.11 | ||||
| 2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 10,349 | 46.15 | 1,112 | 40.63 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 6,403 | 35.11 | 688 | 30.06 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 66 | 1.54 | 7 | 0.00 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 286,028 | 0.84 | 30,731 | -2.99 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 7,443 | 800 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 13,894 | 31.50 | 1,493 | 26.44 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 28,554 | 6.65 | 3,068 | 2.58 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 140,857 | 0.86 | 15,134 | -2.97 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 5 | 1 | ||||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 119,978 | 2.58 | 12,465 | -7.41 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 54,950 | 4.46 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,971,252 | 17.55 | 426,671 | 13.09 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 18,002 | 2.59 | 1,934 | -1.28 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 2,034 | 0.99 | 219 | -2.68 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 45,917 | 10.22 | 4,756 | 2.24 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 2,776 | 298 | ||||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 7,442 | 2.88 | 800 | -0.99 | ||||
| 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 | 43,416 | 7.04 | 4,510 | -3.38 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 3,167 | 19.24 | 340 | 14.86 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 6,169 | 2.54 | 663 | -7.15 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 95,232 | 12.43 | 9,781 | -4.38 | ||||
| 2025-07-28 | 13F | 哈德森资本管理有限公司 | 40,939 | 0.52 | 4,398 | -3.30 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 2,936 | 315 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 27,879 | 1.34 | 3 | -33.33 | ||||
| 2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 15,000 | 20.00 | 1,612 | 15.40 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 11,372 | 37.68 | 1,168 | 17.15 | ||||
| 2025-07-28 | 13F | 斯特林财务规划公司 | 1,987 | 0.10 | 213 | -3.62 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 7,579 | 1.01 | 814 | -2.75 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 35 | 4 | ||||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 19,375 | 4.83 | 2 | 0.00 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 2 | 0 | ||||||
| 2025-07-30 | 13F | 会员信托公司 | 3,739 | 402 | ||||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 109,162 | 3.11 | 11,728 | -0.80 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 1,508 | 80.17 | 162 | 74.19 | ||||
| 2025-07-25 | 13F | 优点投资组合管理 | 30,281 | 3,253 | ||||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 48,091 | 1.04 | 5,167 | -2.80 | ||||
| 2025-07-22 | 13F | 支架风险投资有限公司。 | 8,360 | 898 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 4,050 | 14.34 | 435 | 10.13 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,142 | 3.82 | 123 | 0.00 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,826 | 133.72 | 411 | 125.82 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 18,244 | 5.16 | 1,919 | 7.51 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 22,156 | 169.44 | 2 | |||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 22,077 | 25.11 | 2,268 | 6.43 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 14,853 | 0.40 | 1,526 | -14.61 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 3,637 | 1.00 | 391 | -2.99 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 18,097 | 5.15 | 1,944 | 1.14 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,135 | 4.10 | 222 | -6.36 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 3,321 | 23.05 | 357 | 18.27 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 318 | 20.91 | 34 | 17.24 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 851 | 44.24 | 88 | 31.34 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 88,669 | 0.11 | 1,118 | 18.43 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | Call | 13,100 | 3.97 | 1,407 | 0.00 | |||
| 2025-08-13 | 13F | 纳维斯财富顾问有限责任公司 | 3,266 | 0.86 | 351 | -3.05 | ||||
| 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 | 7,543 | 9.75 | 775 | -6.63 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 7,672 | 5.81 | 824 | 1.85 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 4,142 | 2.68 | 445 | -1.11 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 5,974 | 642 | ||||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 3,325 | 48.50 | 0 | |||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 7,062 | 12.11 | 759 | 7.82 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 28,527 | 105.02 | 3,065 | 97.30 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 105 | 11 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 30,339 | 0.92 | 3,260 | -2.92 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 10,007 | 93.37 | 1,075 | 86.31 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 25,500 | 410.00 | 2,740 | 390.86 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 29,600 | 492.00 | 3,180 | 469.89 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,051,315 | 32.43 | 112,953 | 27.40 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 16,931 | 2.06 | 1,819 | -1.78 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 7,307 | 1.15 | 785 | -2.61 | ||||
| 2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 6,344 | 5.93 | 682 | 1.95 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 5,670 | 3,336.36 | 609 | 3,283.33 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 2,270 | 2.48 | 244 | -1.62 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 14,729 | 97.31 | 1,582 | 89.92 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 14,554 | 1,564 | ||||||
| 2025-07-21 | 13F | Jmac企业有限公司 | 1,927 | 0.36 | 207 | -3.27 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 64,536 | 684.73 | 6,934 | 655.23 | ||||
| 2025-08-07 | 13F | 商业银行 | 18,281 | 6.37 | 1,964 | 2.34 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 16,927 | 6.20 | 1,819 | 2.13 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 142 | 15 | ||||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 89,239 | 1.71 | 9,588 | -2.15 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 963 | 127.66 | 100 | 108.33 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 12,466 | 2.97 | 1,339 | -0.89 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,921 | 7.56 | 2,046 | -8.50 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 28,664 | 58.15 | 3,080 | 52.12 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 4,755 | 44.18 | 494 | 30.08 | ||||
| 2025-05-29 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 3,003 | 106.68 | 335 | 161.72 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 27,000 | 0.30 | 2,901 | -3.53 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 988 | 172.93 | 103 | 148.78 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 666 | 267.96 | 72 | 255.00 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 5,480 | 3.85 | 589 | -0.17 | ||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 107,800 | 11,582 | ||||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 17,812 | 9.53 | 1,914 | 5.34 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 160,734 | 4.57 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 466 | 5.19 | 50 | 2.04 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 4,201 | 7.14 | 451 | 3.20 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 78,133 | 1.36 | 8,395 | -2.49 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 28,877 | 14.56 | 3,103 | 10.20 | ||||
| 2025-07-28 | 13F | 费曼集团有限责任公司 | 392 | 1.29 | 42 | -6.67 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 498 | 1.84 | 56 | -3.51 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 70,752 | 1.71 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 6,803 | 7.20 | 731 | 3.11 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 2,662 | 277 | ||||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,978 | 5.95 | 213 | 1.92 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 336,552 | 1.43 | 36,159 | -2.42 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 13,420 | 7.74 | 1 | 0.00 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 81,118 | 3.98 | 8,715 | 0.03 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 150 | 18 | ||||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 120 | 12 | ||||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 156,028 | 274.86 | 16,764 | 260.65 | ||||
| 2025-07-30 | NP | ITAN - Sparkline 无形价值 ETF | 1,900 | 13.77 | 197 | 2.60 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 2,975 | 5.01 | 320 | 0.95 | ||||
| 2025-08-14 | 13F | 联信银行 | 96,051 | 4.68 | 10,320 | 0.70 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 2,209 | 0.32 | 237 | -3.27 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 2,087 | 0.05 | 224 | -3.45 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 37,277 | 15.12 | 4,005 | 10.73 | ||||
| 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 | 19 | 2 | ||||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 3,318 | 1.07 | 356 | -2.73 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 2,973 | 1.40 | 319 | -2.45 | ||||
| 2025-08-29 | NP | MDLV - 摩根登普西大盘价值 ETF | 6,229 | 14.38 | 669 | 10.03 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 132 | 14 | ||||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 4,011 | 3.99 | 431 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 831 | 0.24 | 89 | -3.26 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 80 | 100.00 | 8 | 100.00 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,738 | 6.42 | 3,089 | -3.95 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 12,759 | 5.09 | 1,371 | 1.11 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 10,940 | 0.16 | 1,124 | -14.80 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 9,292 | 12.55 | 965 | 1.58 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 859,711 | 1.14 | 92,367 | -2.70 | ||||
| 2025-03-27 | NP | 富国银行主信托 - 富国银行大型公司价值投资组合大型公司价值投资组合 | 1,281 | 155 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 10,927 | 19.72 | 1,174 | 15.11 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125,622 | 1.61 | 13,497 | -2.25 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 6,422 | 22.51 | 690 | 17.78 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 69,061 | 2.87 | 7,420 | -1.04 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,954 | 1,194.04 | 201 | 1,011.11 | ||||
| 2025-08-05 | 13F | VGI 合作伙伴有限公司 | 18,354 | 1,972 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 1,230 | 69.19 | 132 | 62.96 | ||||
| 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 | 368 | 18.71 | 38 | 0.00 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 243 | 25 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,035 | 23.52 | 326 | 18.98 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 8,698 | 0.78 | 935 | -3.01 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 4 | 0 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 25,315 | 2,720 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 186 | 1.64 | 20 | -5.00 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 6,466,765 | 4.78 | 694,790 | 0.81 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 626,237 | 7.37 | 67,283 | 3.29 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 372,491 | 34.10 | 38,698 | 21.04 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 17,488 | 1,879 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 1,232 | 132 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 2,870 | 0.28 | 308 | -3.45 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 3,667 | 14.38 | 394 | 9.78 | ||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 2,505 | 0.12 | 0 | |||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 10,688 | 8.42 | 1,148 | 4.36 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 7,339 | 10.96 | 789 | 6.78 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 5,186 | 12.81 | 539 | 1.70 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 8,022 | 863 | ||||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 113 | 15.31 | 12 | 0.00 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 84 | 281.82 | 9 | 350.00 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 276 | 8.66 | 30 | 3.57 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 1,683 | 1.69 | 181 | -2.17 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 40,560 | 3.94 | 4,358 | -0.02 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 3,053 | 0.93 | 341 | -5.03 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 17,969 | 99.81 | 2,031 | 102.19 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 142 | 15 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 293 | 21.07 | 31 | 14.81 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 14,082 | 2 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 3,105 | 13.69 | 334 | 9.18 | ||||
| 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 | 4,300 | 18.00 | 442 | 0.23 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,758 | 10.28 | 296 | 6.09 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 54,676 | 113.34 | 5,857 | 107.70 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 154 | 17 | ||||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 7,680 | 789 | ||||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 57,009 | 12.84 | 6,123 | 8.51 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 442 | 1.84 | 45 | -13.46 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 68 | 7 | ||||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 2,775 | 298 | ||||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 366,006 | 14.78 | 39,323 | 10.41 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 562,358 | 1.82 | 60,420 | -2.04 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 78 | 5.41 | 8 | 0.00 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,084 | 224 | ||||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 384 | 0 | ||||||
| 2025-07-28 | NP | AVMV - Avantis 美国中盘价值 ETF | 6,824 | 709 | ||||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 3,381 | 363 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 475,004 | 50.59 | 51,064 | 44.96 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 101,932 | 1.24 | 10,952 | -2.61 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 45,294 | 3.00 | 4,866 | -0.92 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 26,209 | 16.98 | 2,816 | 12.51 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 121,734 | 6.05 | 13,073 | 2.21 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 67,474 | 0.33 | 7,249 | -3.48 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 871 | 12.68 | 94 | 8.14 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 24,280 | 0.16 | 2,609 | -3.66 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 8,740 | 42.35 | 939 | 37.08 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 3,080 | 8.15 | 331 | 3.77 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 1,946 | 11.14 | 0 | |||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 67 | 3.08 | 7 | 0.00 | ||||
| 2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 89,548 | 9,621 | ||||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 3,128 | 39.21 | 324 | 29.60 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 9 | 50.00 | 1 | |||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 3,582 | 23.56 | 372 | 11.71 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 5,837 | 15.65 | 627 | 11.37 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 9,970 | 1.94 | 1,071 | -1.92 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 118 | 90.32 | 13 | 100.00 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 49,500 | 67.80 | 5,318 | 61.45 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 68,900 | 58.76 | 7,403 | 52.74 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 272,951 | 1,053.79 | 29,326 | 1,009.95 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 4,950 | 532 | ||||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 221 | 24 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 357,952 | 15.21 | 38,380 | 11.71 | ||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 326 | 18.55 | 35 | 16.67 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 3,134,468 | 0.98 | 336,767 | -2.86 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 948 | 2.27 | 102 | -1.94 | ||||
| 2025-07-10 | 13F | Affiance 金融有限责任公司 | 4,704 | 0.17 | 505 | -3.63 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 6,925 | 1,079.73 | 719 | 973.13 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 5,652 | 16.08 | 581 | -1.19 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 23,368 | 18.41 | 2,400 | 0.71 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 33,751 | 17.75 | 3,626 | 13.28 |
