机构和基金投资人持股 - 买家
在赛默飞世尔科技公司中开设新头寸的主要持有者包括 声音观察资本有限责任公司, Aptus 资本顾问有限公司, 第1832章, TEBIX - 富兰克林共同信标基金 A 类, PARWX - Parnassus Endeavor 基金投资者股票, DDVAX - 特拉华价值基金 A 类, 萨米特里有限公司, Glenmede投资管理有限公司, Marex 集团, Marex 集团, 中西部信托公司, 西北互助系列基金有限公司 - 国内股票投资组合, Nexus 投资管理 ULC, 伍德布里奇有限公司, 耆那全球有限公司, CLCEX - 多经理大盘成长策略基金机构类, DKRT投资公司, NMVLX - Nuance 中盘价值基金机构类别, 瑞穗证券美国有限公司, 和 维斯塔点资本有限合伙人 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 1,193 | 4.47 | 512 | -25.07 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 10,958 | 4.78 | 4,448 | -14.59 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 57,783 | 127.61 | 23,429 | 86.96 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 63,593 | 0.54 | 25,775 | -18.12 | ||||
| 2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 169,864 | 10.87 | 68,873 | -9.66 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,100 | 30.00 | 15,058 | -6.70 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 6,026 | 30.46 | 2,443 | 6.31 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 159,570 | 15.07 | 64,278 | -12.37 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 230 | 152.75 | 99 | 81.48 | ||||
| 2025-07-08 | 13F | 花岗岩湾财富管理有限责任公司 | 13,667 | 33.05 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 62,001 | 6,200,000.00 | 25 | |||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 5,693 | 89.01 | 2,442 | 35.67 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 2,990 | 3.10 | 1,488 | -1.39 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 3 | 1 | ||||||
| 2025-08-13 | 13F | 鼎石金融集团 | 893 | 1.36 | 362 | -17.35 | ||||
| 2025-07-23 | 13F | 湖滨资本集团有限公司 | 1,330 | 42.70 | 539 | 16.41 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 19,359 | 43.75 | 7,798 | 1.56 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 17,782 | 1,037.68 | 7,210 | 827.80 | ||||
| 2025-05-27 | NP | Fidelity Central Investment Portfolios LLC - 富达国际股票中央基金 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 | 46,300 | 1.54 | 23,039 | -2.88 | ||||
| 2025-08-08 | 13F | 财富联盟 | 2,841 | 40.64 | 1,152 | 14.63 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 3,038 | 3.37 | 1,232 | -15.80 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 58,584 | 35.13 | 23,755 | 10.11 | ||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 7,500 | 25.00 | 3,041 | 1.84 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 2,879 | 1,167 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,096,823 | 809.68 | 444,718 | 641.23 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 299,600 | 120.46 | 121,476 | 79.64 | |||
| 2025-08-12 | 13F | 德意志银行\ | 1,313,600 | 3.96 | 532,612 | -15.29 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 359,600 | 26.35 | 145,803 | 2.96 | |||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 13,360 | 114.34 | 5,417 | 74.65 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 6,549 | 0.34 | 2,655 | -18.23 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 10,175 | 20.02 | 4,126 | -2.20 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 907 | 368 | ||||||
| 2025-08-27 | NP | LITMAN GREGORY FUNDS TRUST - Polen Capital 全球增长 ETF | 7,827 | 3.45 | 3,174 | -15.70 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 9,331 | 2.95 | 3,783 | -16.12 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 12,736 | 337.51 | 5,164 | 256.56 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,831 | 24.55 | 1,148 | 1.41 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 50,100 | 35.04 | 20,314 | 10.04 | |||
| 2025-08-12 | 13F | MAI资本管理 | 43,157 | 9.05 | 17,498 | -11.15 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 10,267 | 2.86 | 4,163 | -16.21 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 517 | 210 | ||||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 1,927 | 16.08 | 781 | -5.45 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 9,000 | 800.00 | 3,649 | 634.21 | |||
| 2025-08-11 | 13F | 马拉松资产管理有限公司 | 122,721 | 78.80 | 49,784 | 45.65 | ||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 3,770 | 1,529 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 5 | 2 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 19,465 | 14.51 | 7,841 | -12.80 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 70 | 59.09 | 30 | 15.38 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 1,480 | 14.37 | 600 | -6.69 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 30,432 | 5.08 | 12,339 | -14.47 | ||||
| 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 | 6,988 | 22.66 | 2,815 | -6.60 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 602,031 | 0.38 | 244,099 | -18.21 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 1,151 | 2.68 | 467 | -16.31 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 314 | 131 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 123,089 | 3.63 | 49,961 | -15.54 | ||||
| 2025-06-27 | NP | MFQAX - AMG FQ 税务管理美国 N 类股票基金 | 2,160 | 31.23 | 927 | -5.80 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 9,404 | 4 | ||||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 8,647 | 0.16 | 3,510 | -18.38 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 34,334 | 5.58 | 13,921 | -13.96 | ||||
| 2025-07-17 | 13F | 伦帕特资产管理公司 | 52,878 | 15.87 | 21,440 | -5.59 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 5,756 | 1.00 | 2,692 | 10.11 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 9,692 | 3.25 | 3,930 | -15.87 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 1,264 | 14.60 | 513 | -6.74 | ||||
| 2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 96 | 41 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 255,800 | 16.47 | 103,716 | -5.09 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 43,294 | 14.80 | 17,573 | -6.42 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 4,643 | 20.91 | 1,883 | -1.47 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 12,798 | 15.74 | 5,189 | -5.69 | ||||
| 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 | 70,609 | 1.99 | 28,629 | -16.90 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,842 | 8.21 | 2,353 | -17.58 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 10,812 | 2.00 | 4,384 | -16.89 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 2,961 | 2.56 | 1,201 | -16.43 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 113 | 39.51 | 46 | 12.50 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 26,524 | 5.44 | 10,755 | -14.08 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 2,417 | 44.64 | 1,130 | -20.14 | ||||
| 2025-08-14 | 13F | 凯姆奈咨询服务公司 | 39,920 | 17.89 | 16,186 | -3.94 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | Call | 100 | 41 | |||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 760 | 69.27 | 306 | 29.11 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 835 | 21.72 | 415 | 16.57 | ||||
| 2025-05-29 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 6,852 | 23.10 | 3,410 | 17.75 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 1,851,305 | 27.14 | 750,630 | 3.60 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 673 | 50.22 | 273 | 22.52 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 4,986 | 12.60 | 2,022 | -8.26 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 837 | 12.35 | 339 | -12.40 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,750 | 3,552 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 12,638 | 134.17 | 5,124 | 90.84 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 97,928 | 8.92 | 42,011 | -21.83 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 815 | 58.87 | 330 | 29.41 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 1,394 | 170.16 | 676 | 201.79 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 55 | 22 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 3,900 | 1,581 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 4,200 | 1,703 | |||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 3,163 | 1,282 | ||||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 18,737 | 31.89 | 7,597 | 7.46 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 17 | 7 | ||||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 32,956 | 13.97 | 13,362 | -7.14 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 17,353 | 3.77 | 7,036 | -15.44 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 62,821 | 721.51 | 25,471 | 569.41 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 6 | ||||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 21,339 | 5.22 | 8,652 | -14.27 | ||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF 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 | 3,121 | 5.12 | 1,265 | -14.35 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 518 | 210 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 2 | 1 | ||||||
| 2025-08-12 | 13F | 登打士合伙人律师事务所 | 93,193 | 24.01 | 37,786 | 1.05 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 350,251 | 14.71 | 142,013 | -6.53 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 2,666 | 34.31 | 1,081 | 9.42 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 7,497 | 2.97 | 3,040 | -16.12 | ||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 10,245 | 1.26 | 4 | -20.00 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 757 | 4.13 | 307 | -15.24 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 830 | 337 | ||||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 519 | 10.66 | 210 | -9.87 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 10,134 | 19.38 | 4,109 | -2.75 | ||||
| 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 | 2,211 | 1.66 | 949 | -27.08 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 1,939 | 786 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 1,154 | 19.46 | 468 | -2.71 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 76 | 406.67 | 31 | 328.57 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 13,344 | 50.49 | 5,410 | 22.62 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 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 | 27 | 12 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 613,725 | 3.83 | 248,841 | -15.39 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 23,751 | 22.92 | 9,630 | 0.17 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 19,277 | 382.05 | 7,816 | 292.96 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 12,400 | 143.14 | 5,028 | 98.15 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 1,908 | 774 | ||||||
| 2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 1,387 | 1.54 | 562 | -17.23 | ||||
| 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 | 847,467 | 0.70 | 363,563 | -27.73 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 20,900 | 1,507.69 | 8,474 | 1,211.76 | |||
| 2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 17,880 | 11.53 | 7,671 | -19.95 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 56,736 | 5.79 | 23,004 | -13.79 | ||||
| 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 | 709,253 | 0.67 | 285,701 | -23.34 | ||||
| 2025-08-22 | NP | MSBWX - 美国弹性投资组合 C 级 | 102 | 24.39 | 41 | 2.50 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 27 | 11 | ||||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 59 | 25 | ||||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,151 | 20.52 | 467 | -1.89 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 238 | 118 | ||||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 5,293 | -369.78 | 2,146 | -319.88 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 92,583 | 5.84 | 37,539 | -13.76 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -17,765 | -7,203 | |||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 5,778 | 38.53 | 2,327 | 5.49 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 1,964 | 78.38 | 796 | 45.52 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 2,872 | 4.63 | 1,165 | -0.77 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 6,070 | 11.38 | 2,445 | -15.16 | ||||
| 2025-09-11 | NP | FPCGX - 福特匹兹堡资本总回报基金 | 6,243 | 3.69 | 2,920 | 13.01 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 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 | 18,660 | 241.82 | 8,005 | 152.28 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,222 | 0.08 | 495 | -18.45 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 18,165 | 76.07 | 7,365 | 43.48 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 6,258 | 1.92 | 2,537 | -16.96 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 317,881 | 18.97 | 129 | -3.03 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 58 | 25 | ||||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 138,518 | 56,164 | ||||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 29,202 | 5.19 | 11,847 | -14.21 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 3,757 | 0.86 | 1,523 | -17.81 | ||||
| 2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 502 | 29.72 | 250 | 23.88 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 4,885 | 171.69 | 1,981 | 121.48 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 7 | 3 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 5,386 | 87.40 | 2,184 | 52.66 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 67,715 | 35.68 | 28,572 | 14.97 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 3,229 | 890.49 | 1,309 | 574.74 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,428 | 4.54 | 579 | -14.87 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,992,091 | 1,984 | ||||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 70 | 30 | ||||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 802 | 325 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 131,087 | 299.41 | 53 | 231.25 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 全球股票系列初始类别 | 2,013 | 11.65 | 816 | -9.03 | ||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 12,450 | 2.42 | 5,048 | -16.55 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 1,463 | 22.84 | 593 | 0.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | 1,325,972 | 463.35 | 537,629 | 359.04 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 2,237 | 6.83 | 907 | -12.87 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 4,700 | 327.27 | 1,906 | 248.26 | |||
| 2025-08-14 | 13F | 德肖公司 | Put | 59,600 | 1,195.65 | 24,165 | 956.16 | |||
| 2025-07-07 | 13F | 企业银行信托公司 | 4,422 | 2.91 | 1,793 | -16.18 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 5,845 | 3.31 | 2,370 | -15.84 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 663 | 4.74 | 284 | -24.87 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,089,103 | 4.48 | 441,588 | -14.86 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 7,505 | 6.89 | 3 | 0.00 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 8,682 | 88.90 | 3,545 | 54.22 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 57,400 | 49.87 | 23,435 | 22.34 | |||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 13,651 | 2.44 | 5,535 | -14.01 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 100 | 41 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 82,900 | 51.28 | 33,846 | 23.49 | |||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 1,707 | 9.28 | 692 | -10.94 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,643 | 14.02 | 666 | -6.98 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 20,914 | 4.90 | 8,425 | -20.11 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,204 | 26.74 | 1,299 | 3.18 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 641 | 72.78 | 258 | 31.63 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,165 | 14.73 | 52,371 | -6.51 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 1,366 | 3.80 | 554 | -15.44 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 603 | 21.82 | 244 | -0.81 | ||||
| 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 | 136,912 | 20.30 | 55,512 | -1.98 | ||||
| 2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 9,258 | 3,754 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 72,495 | 4.28 | 29,394 | -15.03 | ||||
| 2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 4,602 | 13.60 | 1,854 | -13.49 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 15,251 | 21.13 | 6,190 | -1.28 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,257,424 | 29.51 | 915,295 | 5.53 | ||||
| 2025-04-25 | NP | NIAGX - Nia 影响解决方案基金 | 3,331 | 14.00 | 1,762 | 13.83 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 84,453 | 0.24 | 34,242 | -18.32 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,546 | 8.65 | 1,844 | -11.39 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 36,284 | 2.71 | 14,712 | -16.31 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 794 | 17.11 | 322 | -4.75 | ||||
| 2025-08-14 | 13F | 格伦维尤资本管理有限公司 | 100,000 | 40,546 | ||||||
| 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 | 124,746 | 0.17 | 53,516 | -28.11 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 640 | 6.67 | 268 | -1.84 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 39,949 | 20.73 | 16,198 | -1.63 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 88,429 | 0.43 | 35,855 | -18.17 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 30,222 | 19.08 | 12,254 | -2.98 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 26,470 | 10,733 | ||||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,718 | 5.35 | 1,352 | 0.75 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,540 | 1 | ||||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 205,857 | 4.64 | 83,467 | -14.74 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,971 | 799 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 866 | 351 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 15,000 | 200.00 | 6,082 | 144.41 | |||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 36,200 | 417.14 | 14,678 | 321.39 | |||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 508 | 9.01 | 206 | -11.26 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 62,072 | 11.08 | 12,859 | 11.46 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 7,960 | 3,227 | ||||||
| 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 | 26,348 | 9.09 | 11,303 | -21.70 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 67,388 | 2.00 | 28,909 | -26.80 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 30,600 | 130.08 | 12,407 | 87.47 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 75,200 | 25.54 | 30,491 | 2.29 | |||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 8,115 | 53.61 | 3,269 | 16.96 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 92,934 | 4.49 | 37,680 | -14.86 | ||||
| 2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金：Z 类 | 1,155 | 13.12 | 495 | -18.85 | ||||
| 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 | 196 | 86.67 | 84 | 35.48 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 529 | 5.17 | 222 | 0.91 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 542 | 220 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 592 | 44.74 | 240 | 18.23 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 14 | 16.67 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | 阿姆布鲁斯特资本管理公司 | 928 | 0.22 | 376 | -18.26 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 1,077 | 1.03 | 462 | -12.83 | ||||
| 2025-07-25 | NP | PHSTX - PUTNAM 全球医疗保健基金 A 类股票 | 149,500 | 17.16 | 60,222 | -10.78 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 255 | 8.97 | 103 | -11.21 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 25,840 | 291.40 | 10,477 | 218.93 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 334,809 | 3.85 | 143,633 | -25.47 | ||||
| 2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | 1,383 | 557 | ||||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 4,573 | 62.62 | 1,854 | 32.52 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,759 | 11.66 | 1,917 | -14.95 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 10,255 | 3.34 | 4,131 | -21.32 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 3,886 | 8.37 | 1,576 | -11.72 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 25,021 | 6.93 | 10,079 | -18.57 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 3,248 | 1.28 | 1,317 | 0.84 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 37,075 | 15,032 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 8,063 | 4.47 | 4,012 | -0.07 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 82 | 33 | ||||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 350 | 24.56 | 142 | 1.44 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 4,000 | 1,716 | ||||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 63,191 | 5.88 | 25,979 | -11.46 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 680 | 23.19 | 276 | 0.36 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 3,306 | 0.58 | 1,340 | -18.04 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 10,637 | 5.71 | 5,298 | 1.15 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 3,824 | 25.50 | 1,550 | 2.24 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 1,386 | 0.43 | 562 | -18.22 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 10,375 | 4,207 | ||||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,302 | 77.49 | 933 | 44.65 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 9,715 | 4.79 | 4,168 | -24.80 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 8,894 | 201.39 | 3,606 | 134.92 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 4,941 | 251.67 | 2,003 | 186.55 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 38,754 | 0.04 | 15,725 | -18.42 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 3,135 | 52.11 | 1,321 | 28.88 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,414,392 | 5.00 | 573,479 | 85,493.88 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 1,893 | 0.21 | 768 | -18.32 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 1,131 | 0.27 | 459 | -18.36 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 11,304 | 4.39 | 4,583 | -14.94 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 51,393 | 0.42 | 20,838 | -18.18 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 7,778 | 19.20 | 3,154 | -2.87 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 329 | 20.07 | 141 | -13.50 | ||||
| 2025-08-07 | 13F/A | 艾勒森集团公司 /adv | 6,494 | 2.04 | 2,633 | -16.84 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 31,597 | 3.01 | 12,811 | 85,306.67 | ||||
| 2025-05-23 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 686 | 341 | ||||||
| 2025-07-11 | 13F | 财富桥投资顾问公司 | 11,725 | 2.07 | 5 | -20.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 38,640 | 0.82 | 15,667 | -17.85 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 535 | 0.38 | 0 | |||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 83,476 | 0.63 | 33,846 | -18.00 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 1,396 | 0.36 | 653 | -5.78 | ||||
| 2025-08-13 | 13F | ESG规划 | 1,901 | 55.95 | 771 | 27.06 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 2,067 | 4.45 | 838 | -14.84 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 827 | 3.25 | 335 | -15.83 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 8,183 | 3.10 | 3,318 | -16.00 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 898 | 163.34 | 362 | 100.56 | ||||
| 2025-06-30 | NP | VGHCX - 先锋医疗保健基金投资者股票 | 1,088,992 | 87.55 | 467,178 | 34.60 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 5,185 | 24.34 | 2,102 | -3.09 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 19,441 | 127.97 | 7,884 | 85.74 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 1,593,010 | 46.04 | 683,401 | 4.81 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 12,877,595 | 11.06 | 5,221,352 | -9.51 | ||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 664,893 | 0.56 | 269,516 | -18.09 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 1,152 | 170.42 | 467 | 121.33 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 923 | 6.95 | 0 | |||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 6,371 | 2,583 | ||||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 217 | 29.94 | 88 | 4.82 | ||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 2,185 | 0.64 | 886 | -18.06 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 320 | 50.23 | 159 | 44.55 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 92 | 19.48 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 42 | 17 | ||||||
| 2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 4,296 | 26.46 | 1,742 | 3.02 | ||||
| 2025-08-14 | 13F | 布雷德韦尔有限合伙人 | 135,233 | 5.87 | 54,832 | -13.73 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 4,900 | 1 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 4,900 | 0 | |||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 199,531 | 6.59 | 80,902 | -13.15 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 49,550 | 10.11 | 20,091 | -10.28 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 57,700 | 177.40 | 23,395 | 126.04 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 391,279 | 106.84 | 158,667 | 68.52 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 778,822 | 7.38 | 315,781 | -12.50 | ||||
| 2025-05-29 | NP | OSTFX - 奥斯特韦斯基金投资者类别 | 8,612 | 18.92 | 4,285 | 13.75 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,357 | 2.57 | 550 | -16.41 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 400 | 41.34 | 162 | 15.71 | ||||
| 2025-07-07 | 13F | 西联银行 | 50,754 | 14.61 | 20,579 | -6.62 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 32,202 | 3.66 | 13,057 | -15.54 | ||||
| 2025-08-01 | 13F | 第一太平洋顾问有限合伙人 | 87,370 | 35,425 | ||||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 26,415 | 14.32 | 10,710 | -6.85 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 54,525 | 66.31 | 22,108 | 35.51 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 25,115 | 6.85 | 10,183 | -12.93 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 93,852 | 7.52 | 38,053 | -12.39 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 205 | 173.33 | 83 | 124.32 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 432 | 73.49 | 174 | 74.00 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 47,298 | 20,291 | ||||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 113,544 | 76.77 | 46,038 | 44.04 | ||||
| 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 | 12,263 | 2.96 | 5,261 | -26.11 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 272,082 | 12.17 | 110,318 | -8.60 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 15,455 | 5.07 | 6,266 | -14.39 | ||||
| 2025-08-07 | 13F | 第1620章 | 678 | 0.30 | 275 | -18.45 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 1,101 | 12.46 | 464 | -1.69 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 249,098 | 5.28 | 106,863 | -24.44 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 4,731 | 15.87 | 1,918 | -5.61 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 514 | 88.28 | 208 | 54.07 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 3,065 | 1.96 | 1,243 | -16.92 | ||||
| 2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 592 | 15.40 | 238 | -12.18 | ||||
| 2025-07-30 | 13F | 比奇山顾问公司 | 4,891 | 8.93 | 1,983 | -11.24 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 1,239 | 2.99 | 502 | -16.05 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 8,000 | 37.93 | 3,244 | 12.37 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 85,484 | 12.48 | 34,677 | -8.32 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 3,794 | 159.51 | 2 | |||||
| 2025-08-13 | 13F | 擎天资本有限公司 | 7,400 | 3,000 | ||||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 536 | 217 | ||||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 590 | 10.07 | 239 | -10.15 | ||||
| 2025-08-28 | NP | VNUAX - Vontobel 美国股票基金 A 股 | 1,292 | 34.58 | 524 | 9.64 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 4,677 | 32.91 | 1,896 | 8.28 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 28,217 | 220.76 | 3,485 | -20.40 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 261,038 | 13.40 | 105,840 | -7.60 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 797,302 | 0.14 | 323,274 | -18.40 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,307 | 4.39 | 929 | -20.53 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 36,369 | 69.17 | 14,746 | 37.84 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 116,720 | 33.33 | 47,322 | 8.64 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 30,564 | 21.21 | 12,312 | -7.70 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 862 | 350 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,308 | 1.81 | 936 | -17.11 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 310 | 21.09 | 154 | 15.79 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 13,959 | 2.69 | 5,660 | -16.34 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 545,537 | 4.21 | 221,193 | -2.11 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 4,897,546 | 11.33 | 1,985,759 | -9.29 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 472 | 202 | ||||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 612 | 0.99 | 248 | -17.61 | ||||
| 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 | 520,878 | 10.30 | 211,195 | -10.13 | ||||
| 2025-07-24 | 13F | 康宁公司 | 13,132 | 27.68 | 5,325 | 4.05 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 6,457 | 2,618 | ||||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 3,363 | 6.32 | 1,364 | -13.35 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 599 | 1.35 | 256 | 3.64 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 249 | 74.13 | 101 | 40.85 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 5,990 | 7.75 | 2,429 | -12.22 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 2,554 | 2.74 | 1,100 | -11.08 | ||||
| 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 | 384,478 | 3.05 | 154,875 | -21.53 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 41,392 | 8.49 | 17 | -11.11 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 16 | 14.29 | 6 | 0.00 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 576 | 17.07 | 234 | -4.51 | ||||
| 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 | 130,107 | 2.05 | 55,816 | -26.76 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 4,520 | 11.66 | 1,833 | -9.04 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 92,901 | 16.01 | 37,668 | -5.48 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 18,101 | 41.14 | 7,339 | 15.01 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 2 | 1 | ||||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 1,515 | 4.05 | 614 | -15.19 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 5,600 | 180.00 | 2,271 | 128.14 | |||
| 2025-08-01 | 13F | 克莱德资本合伙公司 | 344,676 | 6.12 | 139,752 | -13.53 | ||||
| 2025-08-19 | 13F | Marex 集团 | 100,436 | 40,730 | ||||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 150,297 | 25.99 | 60,939 | 2.66 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,749 | 10.28 | 709 | -10.14 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 95,000 | 38,519 | |||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 2,887 | 5.79 | 1,163 | -19.47 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 4,390 | 48.31 | 1,780 | 20.86 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 14,325 | 2.18 | 5,808 | -16.74 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 296 | 16.54 | 120 | -4.76 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 2,209 | 10.56 | 896 | -9.96 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 27,140 | 3.23 | 11,004 | -15.88 | ||||
| 2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 782 | 22.76 | 317 | 0.32 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 7,442 | 1.53 | 3,019 | -17.27 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 1,078 | 63.83 | 437 | 33.64 | ||||
| 2025-08-28 | NP | WMKGX - WesMark 成长基金 | 14,979 | 33.99 | 6,073 | 9.19 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 87,731 | 196.63 | 35,340 | 110.38 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 1,350 | 547 | ||||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 1,143 | 0.97 | 464 | -17.76 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 16,023 | 0.32 | 6,497 | -18.26 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 4,016 | 494.96 | 1,629 | 384.52 | ||||
| 2025-05-27 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,276 | 41.48 | 5,113 | 13.82 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 1,804 | 9.07 | 731 | -11.18 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 852 | 0.12 | 345 | -18.44 | ||||
| 2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 92,636 | 291.89 | 37,560 | 219.33 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 54,062 | 0.51 | 21,920 | -18.10 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 1,079 | 437 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 35,011 | 61.61 | 17,511 | 31.56 | ||||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 66,544 | 26,981 | ||||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 9,959 | 435.72 | 4,038 | 336.43 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 63,289 | 20.97 | 27,151 | -13.18 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 44,972 | 87.94 | 18,234 | 53.14 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 6,254 | 0.68 | 2,536 | -17.99 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 7,712 | 24.95 | 3,127 | 1.79 | ||||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 4,045 | 1.20 | 1,642 | -17.54 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 176,449 | 7.05 | 75,697 | -23.17 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 10,955 | 0.62 | 4,700 | -27.79 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 5,060 | 96.89 | 2,052 | 60.49 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 384 | 2.95 | 156 | -16.22 | ||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 16,808 | 15.69 | 6,815 | -5.73 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 84,659 | 20.33 | 34,478 | -1.80 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 4,866 | 2.96 | 1,973 | -16.12 | ||||
| 2025-08-01 | 13F | 百富勤资本管理有限公司 | 1,811 | 734 | ||||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 80 | 17.65 | 32 | -3.03 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 4,965 | 21.13 | 2,013 | -1.28 | ||||
| 2025-08-14 | 13F | 布罗伊希尔资产管理公司 | 1,115 | 452 | ||||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 5,229 | 25.16 | 2,120 | 2.02 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 2,872 | 32.47 | 1,165 | 7.88 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 500 | 38.89 | 0 | |||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 228,066 | 3.56 | 92,472 | -15.62 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 29,135 | 6.47 | 11,813 | -13.24 | ||||
| 2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 611,882 | 25.08 | 248,094 | 1.92 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 14,505 | 27.74 | 5,881 | 4.09 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 104,989 | 0.70 | 42,569 | -17.95 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 32,111 | 13,020 | ||||||
| 2025-08-08 | 13F | 奎因机会合作伙伴有限责任公司 | 3,000 | 1,216 | ||||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,341 | 33.35 | 3,382 | 8.64 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 6,265 | 12.02 | 2,540 | -8.73 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 107,043 | 8.32 | 43,957 | -11.06 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 3,455 | 52.27 | 1,401 | 24.00 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 122,890 | 6.55 | 49,827 | -13.18 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 1,056 | 10.11 | 428 | -10.27 | ||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 57,016 | 3.62 | 23,118 | -15.57 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 599 | 243 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 30,760 | 60,213.73 | 14,386 | 0.36 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 34,529 | 73.03 | 14,000 | 40.99 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 716 | 0.14 | 0 | |||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 185,935 | 11.84 | 75,389 | -8.87 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 927 | 2.43 | 376 | -16.67 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 2,406 | 3.39 | 976 | -15.73 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 168,152 | 34.63 | 67,735 | 2.52 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 4,495 | 29.28 | 1,823 | 5.32 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 11,093 | 4,498 | ||||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 57,903 | 28.89 | 23,641 | 5.21 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 18,355 | 2.78 | 7,442 | -16.25 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 10,500 | 650.00 | 4,257 | 511.64 | |||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 45,644 | 15.55 | 18,507 | -5.85 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 16,314 | 6,615 | ||||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 692 | 11.25 | 281 | -9.39 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 7,869 | 1.42 | 3,191 | -17.36 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,899 | 1.23 | 770 | -18.10 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 3,465 | 8.89 | 1,405 | -11.31 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 554 | 0.54 | 225 | -18.25 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 584 | 281.70 | 237 | 210.53 | ||||
| 2025-08-13 | 13F | 阿尔文资本管理有限公司 | 51,967 | 21,071 | ||||||
| 2025-08-13 | 13F | 北方成长管理有限公司 | 15,000 | 7.14 | 6 | 0.00 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 923 | 1.32 | 396 | -27.39 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 12,248 | 7.53 | 4,966 | -12.37 | ||||
| 2025-08-13 | 13F | 阿尔文资本管理有限公司 | Call | 12,000 | 4,866 | |||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 72 | 300.00 | 29 | 262.50 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 14,490 | 8.44 | 5,875 | -11.63 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 903 | 12.73 | 366 | -8.04 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 6,713 | 0.48 | 2,722 | -18.14 | ||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 125,234 | 12.08 | 50,447 | -14.65 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 16,123 | 58.75 | 7 | 20.00 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 116,792 | 12.03 | 47,352 | -8.72 | ||||
| 2025-08-12 | 13F | 卡温顿投资顾问公司 | 34,027 | 5.62 | 14 | -18.75 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 130 | 7.44 | 53 | -13.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 24,676 | 0.25 | 10,586 | -28.05 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 182,061 | 0.07 | 78,104 | -28.18 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 501 | 21.90 | 210 | 2.45 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 52,174 | 0.43 | 21,154 | -18.17 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 932 | 378 | ||||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 7,947 | 0.34 | 3,222 | -18.24 | ||||
| 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 | 46,855 | 7.44 | 18,874 | -18.18 | ||||
| 2025-08-29 | NP | JAGLX - 骏利亨德森全球生命科学基金 T 级 | 233,815 | 4.99 | 94,803 | -14.45 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 11,903 | 64.70 | 4,826 | 34.20 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 6,656 | 8.14 | 2,699 | -11.89 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 1,050 | 0.10 | 426 | -18.58 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 2,757 | 147.26 | 1,319 | 176.89 | ||||
| 2025-06-26 | NP | USAAX - 成长基金股票 | 29,560 | 5.02 | 12,681 | -24.63 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 11 | 10.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 2,957 | 0.65 | 1,199 | -18.00 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 16,033 | 34.88 | 6,501 | 9.91 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,420 | 20.75 | 576 | -1.71 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 222,657 | 12.48 | 90,279 | -8.35 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 33 | 32.00 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 146,500 | 54.21 | 59,400 | 25.65 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 31,444 | 0.34 | 12,749 | -18.24 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 257,327 | 9.77 | 104,296 | -10.61 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF 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 | 16,109 | 17.20 | 6,532 | -4.50 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - ClearBridge 激进增长投资组合 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 | 73,758 | 9.54 | 29,906 | -10.74 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 38 | 15 | ||||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,537 | 8.70 | 623 | -11.38 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 168 | 166.67 | 68 | 103.03 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 575 | 6.68 | 233 | -13.06 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 2 | 1 | ||||||
| 2025-07-18 | 13F | 罗格科，Lp | 990 | 401 | ||||||
| 2025-08-22 | NP | MSDKX - 国际弹性投资组合 I 类 | 97 | 36.62 | 39 | 11.43 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 514 | 126.43 | 221 | 70.54 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 6,849 | 142.44 | 2,777 | 97.58 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,900 | 6.56 | 770 | -13.19 | ||||
| 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 | 23 | 21.05 | 10 | -18.18 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 44,949 | 0.14 | 18,245 | -18.39 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,769 | 0.64 | 1,518 | -23.33 | ||||
| 2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 16,745 | 26.36 | 6,745 | -3.77 | ||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 131 | 43.96 | 56 | 3.70 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 109,915 | 5.61 | 44,566 | -13.95 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 9,026 | 135.79 | 3,660 | 92.17 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 3,707 | 14.59 | 1,503 | -6.59 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 2,456 | 996 | ||||||
| 2025-08-04 | 13F | 拉斯罗普投资管理公司 | 29,502 | 2.91 | 12 | -21.43 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 6,593 | 1.48 | 2,673 | -17.32 | ||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 545 | 12.14 | 220 | -14.79 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 975 | 6.91 | 395 | -12.80 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 4,520 | 42.81 | 1,939 | 2.54 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 497 | 17.22 | 202 | -4.29 | ||||
| 2025-08-12 | 13F | 斯奈德资本管理公司 | 57,288 | 23.59 | 23,228 | 0.70 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 81,818 | 1.57 | 35,100 | -27.11 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 3,975 | 1,612 | ||||||
| 2025-08-14 | 13F | 完整投资管理公司 | 3,200 | 3.23 | 1,297 | -15.89 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 929 | 10.99 | 377 | -9.62 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 156,172 | 5.46 | 63,321 | -14.07 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 1,548,399 | 0.62 | 627,814 | -18.01 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 1,916 | 51.94 | 777 | 23.76 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,210,954 | 84.61 | 490,993 | 50.43 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 849 | 13.35 | 344 | -7.77 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 5,286 | 35.05 | 2,143 | 10.07 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 51,837 | 2.04 | 21,018 | -16.85 | ||||
| 2025-08-14 | 13F | 路线一投资公司，有限合伙人 | 293,380 | 26.22 | 118,954 | 2.85 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 6,025 | 17.63 | 2,427 | -10.45 | ||||
| 2025-08-14 | 13F | Deerfield Management Company, Lp（C 轮） | 916 | 371 | ||||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,142,606 | 14.17 | 463,281 | -6.97 | ||||
| 2025-08-27 | NP | WVALX - 价值基金 - 投资者类别 | 88,000 | 17.33 | 35,680 | -4.39 | ||||
| 2025-08-14 | 13F | Xponance公司 | 58,323 | 2.73 | 23,648 | -16.29 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 24,499 | 40.78 | 9,933 | 14.73 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,187 | 31.89 | 481 | 7.61 | ||||
| 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 | 56,800 | 26.79 | 23,030 | 3.31 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 2,925 | 1,186 | ||||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 5,529 | 9.75 | 2,242 | -10.57 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 803 | 3.08 | 326 | -16.02 | ||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 529 | 23.60 | 214 | 0.94 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 12,603 | 0.08 | 5,110 | -18.45 | ||||
| 2025-03-31 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,311 | 123.47 | 4,968 | 144.56 | ||||
| 2025-08-26 | NP | DELAWARE VIP TRUST - 特拉华 VIP 全额回报系列服务 | 321 | 130 | ||||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 129,916 | 30.25 | 52,676 | 6.14 | ||||
| 2025-08-28 | NP | Acap战略基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 53,617 | 11.78 | 21,740 | -8.92 | ||||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 750 | 27.33 | 304 | 3.75 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 142 | 58 | ||||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 4,601 | 134.27 | 1,866 | 90.89 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 41,560 | 15.34 | 17,829 | -17.22 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 2,591 | 6.41 | 1,112 | -23.64 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 772,643 | 0.71 | 317 | -16.58 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 85,705 | 34,750 | ||||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 33 | 14 | ||||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 657 | 18.59 | 266 | -3.27 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 965 | 2.44 | 391 | -16.45 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 专注升值投资组合 | 35,453 | 10.37 | 14,375 | -10.07 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 1,166 | 1.13 | 473 | -17.63 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 79,513 | 0.61 | 32,239 | -18.02 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 1,888,120 | 28.01 | 765,557 | 4.31 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 2,477 | 2.82 | 1,005 | -16.18 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 97 | 169.44 | 41 | 135.29 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,187 | 481 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | 29,679 | 12,034 | ||||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 3,742 | 28.72 | 1,517 | 4.91 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 1,779 | 5.64 | 721 | -13.86 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 371,340 | 857.06 | 150,564 | 679.88 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 2,105 | 44.47 | 853 | 17.66 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 5,216 | 737.24 | 2,115 | 581.94 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 86 | 37 | ||||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 1,479 | 634 | ||||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 5,639 | 1.70 | 2,286 | -17.14 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 25,922 | 15.27 | 10,510 | -6.08 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 87,699 | 1.13 | 37,623 | -27.42 | ||||
| 2025-05-23 | NP | BGALX - Baillie Gifford 全球 Alpha 股票基金 4 级 | 9,427 | 2.27 | 4,691 | -2.19 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 1,700 | 689 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 1,100 | 446 | |||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 24,523 | 29.67 | 9,943 | 5.66 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 87,242 | 3.66 | 50,706 | 13.51 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 66,499 | 10.41 | 26,963 | -10.03 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 176 | 47.90 | 71 | 20.34 | ||||
| 2025-03-31 | NP | FMAG - 富达麦哲伦 ETF | 5,626 | 37.86 | 3,363 | 50.83 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 431 | 65.77 | 175 | 34.88 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 84,322 | 0.67 | 34,189 | -17.97 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 905,354 | 7.53 | 367,085 | -12.39 | ||||
| 2025-08-29 | NP | JLFSX - 全球气候行动基金 - I 类 | 286 | 236.47 | 116 | 155.56 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 881 | 166.97 | 357 | 117.68 | ||||
| 2025-08-07 | 13F | 纽安斯投资有限公司 | 87,895 | 1,235.38 | 35,638 | 988.18 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 9,096 | 3.52 | 3,688 | -15.65 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 3,817 | 26.81 | 1,547 | 3.34 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 伍德布里奇有限公司 | 38,200 | 15,489 | ||||||
| 2025-08-14 | 13F | 罗克斯普林资本管理有限公司 | 10,000 | 4,055 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 44,097 | 448.20 | 18 | 325.00 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,142,700 | 5.93 | 463,319 | -13.68 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 28,241 | 157.34 | 11,451 | 109.71 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 2,163 | 0.98 | 877 | -17.75 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 2,165,258 | 52.44 | 877,926 | 24.21 | ||||
| 2025-05-28 | NP | 贝莱德健康科学信托 II 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 | 30,750 | 15,301 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 10,057 | 6.82 | 4,314 | -23.33 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 3,319 | 33.19 | 1,346 | 8.47 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 8,820 | 1.98 | 3,576 | -16.90 | ||||
| 2025-06-26 | NP | JACDX - 约翰汉考克全球环境机会基金 R6 级 | 3,614 | 7.11 | 1,550 | -23.12 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 13,571 | 5.79 | 5,502 | -13.80 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 7,678 | 3,113 | ||||||
| 2025-07-29 | 13F | 积极财富管理 | 88 | 528.57 | 36 | 483.33 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 3,000,562 | 2.56 | 1,216,612 | -16.43 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 16 | 23.08 | 6 | 0.00 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 209,542 | 8.87 | 84,408 | -17.09 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 9,953 | 13.19 | 4,009 | -13.80 | ||||
| 2025-08-14 | 13F | 希尔特尔卡拉汉有限公司 | 2,094 | 4.70 | 849 | -14.67 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 3,142 | 5.37 | 1,274 | -17.86 | ||||
| 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 | 14 | 16.67 | 6 | -14.29 | ||||
| 2025-08-14 | 13F | 斯特恩律师事务所 | 63,153 | 2.60 | 25,103 | -18.04 | ||||
| 2025-08-08 | 13F | 创意策划 | 111,769 | 8.85 | 45,318 | -11.31 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,523 | 5.18 | 618 | -14.31 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 683,221 | 2.66 | 277,039 | -16.35 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 3,341 | 50.77 | 1,346 | 14.76 | ||||
| 2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 13,326 | 2.65 | 5,403 | -16.35 | ||||
| 2025-05-20 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 1,918 | 43.13 | 954 | 36.87 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 197 | -35.74 | ||||||
| 2025-05-27 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return 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 | 84 | 42 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 3,494 | 0.03 | 1,407 | -23.82 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 7 | 3 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 32,789 | 5.65 | 13,295 | -13.92 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 4,330 | 1,756 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 3 | ||||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票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 | 3,260 | 7.63 | 1,313 | -18.04 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 95 | 2.15 | 38 | -17.39 | ||||
| 2025-08-27 | NP | BDAFX - 男爵持久优势基金 | 24,266 | 12.16 | 9,839 | -8.61 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 15,901 | 2.95 | 6,447 | -16.11 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 23,295 | 8.17 | 9,445 | -11.85 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,665 | 0.72 | 1,264 | -4.03 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 57,965 | 18.62 | 24 | -4.17 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 1,605 | 1.58 | 651 | -17.30 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 5,800 | 1,015.38 | 2,352 | 811.24 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 8,000 | 3 | ||||||
| 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 | 890 | 8.14 | 382 | -22.40 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 2,101 | 18.57 | 852 | -3.41 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 166 | 67 | ||||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 2,832 | 1 | ||||||
| 2025-07-25 | 13F | 标准 Caixa、Sau | 15,220 | 6,171 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 3,229 | 1,309 | ||||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 2,358 | 4.01 | 956 | -15.25 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 30,793 | 11.96 | 12,486 | -8.78 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,580 | 6.30 | 1,046 | -13.42 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 15,512 | 11.19 | 6,655 | -20.21 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 6,056 | 5.18 | 2,455 | -14.31 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 1,842 | 1.66 | 747 | -17.20 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 589,636 | 7.06 | 237,517 | -18.47 | ||||
| 2025-04-24 | NP | CZMVX - 多经理价值策略基金机构类 | 27,337 | 2.95 | 14,460 | 2.82 | ||||
| 2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 820 | 14.05 | 0 | |||||
| 2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 209,712 | 38.56 | 85,145 | 12.93 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 10,147 | 41.03 | 4,114 | 14.92 | ||||
| 2025-04-25 | NP | FILFX - 战略顾问国际基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,200 | 2.33 | 6,982 | 2.20 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 29,194 | 27,971.15 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 10,154 | 3.79 | 4,117 | -15.41 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 7,275 | 1.06 | 2,950 | -17.67 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 866 | 14.55 | 352 | -6.65 | ||||
| 2025-07-24 | 13F | 蒙吉斯资本管理公司 | 970 | 393 | ||||||
| 2025-07-28 | 13F | 达世币收购公司 | 33,796 | 5.77 | 15,773 | 15.08 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 143,614 | 2.41 | 58,230 | -16.55 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 290 | 107.14 | 118 | 69.57 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 5,312 | 1.80 | 2,154 | -17.06 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 8,305 | 1.94 | 3,367 | -16.95 | ||||
| 2025-04-22 | NP | NLCAX - Voya大盘成长基金A类 | 14,587 | 49.11 | 7,716 | 48.91 | ||||
| 2025-08-13 | 13F | 布里斯托尔约翰 W & Co Inc /纽约/ | 360,444 | 27.55 | 146,146 | 3.93 | ||||
| 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 | 28,722 | 3.05 | 11,570 | -21.53 | ||||
| 2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 24,060 | 3.35 | 10,322 | -25.83 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 4,975 | 6.08 | 2,017 | -13.54 | ||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 6,317 | 20.74 | 2,561 | -1.61 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 21,443 | 10.65 | 8,638 | -15.74 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 5,085 | 2.21 | 2,062 | -16.73 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 18,588 | 33.48 | 7,537 | 8.76 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 1,738 | 2.42 | 705 | -16.59 | ||||
| 2025-07-16 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 5,432 | 78.68 | 2,188 | 36.07 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 388,116 | 21.83 | 157,366 | -0.73 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 62 | 16.98 | 31 | 11.11 | ||||
| 2025-07-21 | 13F | 语法研究公司 | 5,711 | 6,389.77 | 2,316 | 5,283.72 | ||||
| 2025-05-19 | NP | CRFRX - 卡尔弗特重点价值基金 R6 级 | 3,239 | 12.82 | 1,612 | 7.90 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 1,684,058 | 6.33 | 682,818 | -13.36 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 551 | 111.11 | 236 | 51.28 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 15,482 | 71.02 | 6,647 | 75.08 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 528,654 | 10.84 | 215 | -9.70 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 2,546 | 31.24 | 1,144 | 20.57 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 380 | 35.71 | 153 | 3.38 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 2,055 | 0.98 | 828 | -23.14 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 1,103 | 10.74 | 447 | -9.70 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 106,999 | 1.96 | 45,097 | -11.02 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 4,471 | 70.45 | 1,813 | 38.85 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 43 | 38.71 | 17 | 13.33 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 10,063 | 2.42 | 4,080 | -16.53 | ||||
| 2025-07-31 | 13F | 明尼苏达财富顾问有限责任公司 | 658 | 10.77 | 267 | -9.83 | ||||
| 2025-05-30 | NP | Tidal Trust III - Unity Wealth Partners 动态资本增值及期权 ETF | 67 | 36.73 | 33 | 32.00 | ||||
| 2025-07-29 | NP | PARWX - Parnassus Endeavor 基金投资者股票 | 192,274 | 77,959 | ||||||
| 2025-08-05 | 13F | 直布罗陀资本管理公司 | 15,984 | 6,481 | ||||||
| 2025-07-29 | NP | PRVS - 帕纳索斯价值精选 ETF | 546 | 221 | ||||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,817 | 17.61 | 737 | -4.17 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 30,236 | 17.16 | 12,260 | -4.53 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,086 | 6.78 | 437 | -18.62 | ||||
| 2025-07-28 | 13F | Nexus 投资管理 ULC | 60,027 | 24,339 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 9,060 | 3.20 | 3,673 | -15.91 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 909,309 | 368,688 | ||||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 43,713 | 2.56 | 17,724 | -16.43 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 4,887 | 25.47 | 2,000 | 2.99 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 6,111 | 37.91 | 2,462 | 5.04 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 31,344 | 1.45 | 12,709 | -17.34 | ||||
| 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 | 409,263 | 47.32 | 164,859 | 12.19 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 35 | 2.94 | 14 | -12.50 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 26,397 | 3.92 | 10,703 | -15.33 | ||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 64,700 | 7.19 | 26,233 | -12.66 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 31,876 | 56.38 | 12,924 | 27.42 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 40,439 | 208.93 | 16,396 | 151.74 | ||||
| 2025-07-22 | 13F | 威尔斯特雷卡索金融集团有限责任公司 | 11,228 | 2.65 | 4,553 | -16.35 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 11,483 | 2.43 | 4,656 | -16.55 | ||||
| 2025-08-13 | 13F | Fairtree 资产管理（私人）有限公司 | 5,535 | 45.24 | 2,244 | 18.35 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 3,991 | 5.14 | 1,618 | -14.98 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 5,835 | 0.67 | 2,368 | -17.95 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 1,416 | 114.22 | 574 | 75.00 | ||||
| 2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 11,722 | 5.94 | 5,029 | -23.98 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 393,766 | 233.08 | 159,475 | 170.88 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 123,948 | 10.54 | 50,256 | -9.93 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 1,600,614 | 2.75 | 649 | -16.39 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 11,614 | 29.87 | 4,709 | 5.82 | ||||
| 2025-08-14 | 13F | ClearAlpha 技术公司 | 2,100 | 851 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 322 | 25.29 | 131 | 2.36 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 4,159 | 10.38 | 1,686 | -10.08 | ||||
| 2025-06-26 | NP | TAGRX - 基本大盘核心基金 A 类 | 174,105 | 86.81 | 74,691 | 34.07 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 2,732 | 16.35 | 1,108 | -5.22 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 收入机会基金 A 类 | 418 | 169 | ||||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 2,181 | 884 | ||||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 1,086 | 440 | ||||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 13,559 | 5,498 | ||||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 7,402 | 0.16 | 3,001 | -18.38 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 2,376 | 1.97 | 963 | -16.91 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 88,612 | 0.31 | 35,695 | -23.61 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 2,491 | 50.51 | 1,189 | 38.14 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 3,379 | 3.75 | 1,681 | -0.77 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 588 | 6.33 | 238 | -13.45 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 843 | 63.06 | 342 | 32.68 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 325,724 | 39.53 | 132,068 | 13.69 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 396,559 | 3.64 | 160,789 | -15.55 | ||||
| 2025-08-12 | 13F | 维纳管理有限责任公司 | 500 | 203 | ||||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 2,195 | 1.48 | 890 | -17.38 | ||||
| 2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 105,500 | 66.40 | 42,498 | 26.72 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 5,979 | 12.37 | 2,548 | -3.74 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 552 | 82.78 | 224 | 48.67 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 2,600 | 160.00 | 1,054 | 112.07 | |||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 5,678 | 1.34 | 2,302 | -17.43 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 11,821 | 0.73 | 5,071 | -27.70 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 3,928 | 17.04 | 1,593 | -4.61 | ||||
| 2025-08-14 | 13F | DKRT投资公司 | 30,300 | 12,285 | ||||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 7,319 | 4.01 | 2,968 | -15.25 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 7,424 | 1.60 | 3,010 | -17.19 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 6,900 | 527.27 | 2,798 | 411.33 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 85,675 | 21.33 | 34,738 | -1.14 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -18 | -7 | |||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 5,961 | 3.29 | 2,417 | -15.81 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 175,998 | 55.50 | 71,360 | 26.71 | ||||
| 2025-05-22 | NP | IAVGX - Voya 增长和收入投资组合 ADV 类 | 69,938 | 11.14 | 34,801 | 6.31 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 190,864 | 0.48 | 77,459 | -18.12 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 7,386 | 28.50 | 3,169 | -7.77 | ||||
| 2025-07-29 | NP | PRBLX - Parnassus 核心股票基金投资者股票 | 1,585,080 | 41.67 | 642,687 | 15.44 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 110,952 | 52.71 | 44,987 | 24.44 | ||||
| 2025-07-30 | 13F | 加冕基金管理有限公司 | 86,558 | 22.40 | 35,096 | -0.26 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 29,467 | 0.55 | 11,948 | -18.07 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 3,282 | 1.55 | 1 | 0.00 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 8,458 | 3,429 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,111 | 1,203.09 | 906 | 842.71 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 500 | 203 | ||||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 11,038 | 11.82 | 4,475 | -8.88 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 13,508 | 0.45 | 6,721 | -3.92 | ||||
| 2025-08-13 | 13F | 萨瓦德尔银行 | 2,492 | 1.01 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 22 | 9 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 1,209 | 16.03 | 490 | -5.41 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 52 | 21 | ||||||
| 2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 4,191 | 1,699 | ||||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 987 | 4.11 | 400 | -15.07 | ||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 931 | 377 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 2,500 | 257.14 | 1,014 | 191.09 | |||
| 2025-07-23 | 13F | 鹰岩投资公司 | 10,711 | 43.02 | 4,343 | 16.53 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 14,490 | 14.48 | 5,875 | -6.72 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 2,740 | 1.03 | 1,111 | -17.72 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 15,979 | 1.54 | 6,479 | -17.27 | ||||
| 2025-07-17 | 13F | 蒂尔伍德资产管理公司 | 3,259 | 33.68 | 1 | 0.00 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 857 | 193.49 | 347 | 139.31 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 大盘成长基金初始级 | 4,997 | 0.91 | 2,026 | -17.78 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 3,632 | 21.80 | 1,473 | -0.74 | ||||
| 2025-07-14 | 13F | 霍伊投资公司 | 1,021 | 11.34 | 414 | -9.43 | ||||
| 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 | 3,600 | 227.27 | 1,450 | 149.57 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 26,024 | 2.01 | 11,164 | -26.78 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 37 | 27.59 | 15 | 7.14 | ||||
| 2025-08-12 | 13F | 基石资本公司 | 50,205 | 6.00 | 20,356 | -13.63 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 25 | 56.25 | 10 | 42.86 | ||||
| 2025-08-14 | 13F | 艾里斯资本控股有限公司 | 80,364 | 83.76 | 32,584 | 49.73 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 3,114 | 14.78 | 1,263 | -6.45 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 7,266 | 152.99 | 2,946 | 106.16 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 4,106 | 3.53 | 1,761 | -25.70 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 33,109 | 4.42 | 14,204 | -25.06 | ||||
| 2025-07-29 | 13F | 百丽资本国际有限公司 | 14,496 | 11.05 | 5,878 | -9.52 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,472 | 42.88 | 1,408 | 16.47 | ||||
| 2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 401,036 | 17.87 | 162,604 | -3.95 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 711 | 3.19 | 328 | 13.49 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 1,617 | 39.04 | 656 | 13.32 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 1,827 | 6.72 | 741 | -13.04 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 391,920 | 106.41 | 159 | 68.09 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 106 | 2.91 | 43 | -17.65 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 5,369 | 6.68 | 2,177 | -13.10 | ||||
| 2025-08-13 | 13F | 贝尔资产管理有限公司 | 9,740 | 5.27 | 3,949 | -14.21 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 1,453 | 42.03 | 589 | 15.72 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 359,071 | 0.72 | 145,589 | -17.93 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 38,953 | 4.15 | 15,794 | -15.14 | ||||
| 2025-08-07 | 13F | 荷宝瑞士股份公司 | 161,597 | 18.34 | 65,521 | -3.57 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 9,337 | 45.62 | 3,786 | 18.65 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 5,532 | 625.98 | 2,243 | 491.82 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 50 | 47.06 | 20 | 25.00 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 197 | 3.14 | 0 | |||||
| 2025-08-13 | 13F | 布里斯托尔门资本合作伙伴公司 | 173,498 | 6.89 | 70,347 | -12.90 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 4,639 | 9.85 | 2 | -50.00 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 207,397 | 9.35 | 84,091 | -10.89 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 669 | 271 | ||||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 8,206 | 7.90 | 3,327 | -12.08 | ||||
| 2025-08-25 | NP | MDEV - First Trust Indxx 医疗器械 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 | 87 | 16.00 | 35 | -5.41 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 735 | 3.09 | 298 | -15.82 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,159 | 15.32 | 0 | |||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 141,133 | 50.28 | 57 | 23.91 | ||||
| 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 | 4,658 | 32.14 | 1,889 | 7.64 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 310,999 | 65.01 | 126,098 | 34.45 | ||||
| 2025-08-22 | NP | MSVDX - 活力组合 I 级 | 186 | 2.76 | 75 | -16.67 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 399 | 22.77 | 162 | 0.00 | ||||
| 2025-08-12 | 13F | Lionshead 财富管理有限公司 | 1,788 | 137.14 | 726 | 93.33 | ||||
| 2025-08-14 | 13F | 复星国际有限公司 | 1,726 | 108.96 | 700 | 70.07 | ||||
| 2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 805 | 326 | ||||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 238,512 | 6.09 | 96,707 | -13.55 | ||||
| 2025-07-25 | NP | FWD - AB 颠覆者 ETF | 14,766 | 43.71 | 5,948 | 9.44 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 501,121 | 27.34 | 203 | 4.10 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 710,807 | 12.59 | 288,214 | -8.26 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 342,475 | 460.65 | 138,860 | 356.85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 8,334 | 3,379 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 14,606 | 28.20 | 5,922 | 4.46 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 107,024 | 68.00 | 43,394 | 36.89 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 1,999 | 4.22 | 811 | -1.10 | ||||
| 2025-08-27 | NP | WPOPX - Partners III 机会基金 - 机构类别 | 50,000 | 25.00 | 20,273 | 1.85 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 9,044 | 326.81 | 3,667 | 247.82 | ||||
| 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 | 396 | 18.56 | 170 | -15.08 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 51,998 | 1.07 | 20,946 | -23.03 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 1,175 | 476 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 222 | 106 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 10,908 | 24.21 | 4,423 | 1.21 | ||||
| 2025-05-27 | NP | QVO2Q - 海外投资组合初始班 | 32,300 | 1.57 | 16,072 | -2.85 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 271,600 | 30.70 | 110,123 | 6.50 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 630,200 | 264.07 | 255,521 | 196.65 | |||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 3,254 | 48.45 | 1,319 | 21.01 | ||||
| 2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 111,241 | 20.30 | 45,104 | -1.97 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 261,849 | 38.13 | 106,169 | 12.55 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 26,453 | 30.29 | 10,800 | 6.36 | ||||
| 2025-07-29 | NP | PHLAX - PGIM Jennison 健康科学基金 A 类 | 118,988 | 97.48 | 47,931 | 40.05 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 4,179 | 17.82 | 1,695 | -3.97 | ||||
| 2025-07-25 | NP | PBCKX - 蓝筹基金机构类 | 431,996 | 0.76 | 174,017 | -23.27 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 2,228 | 8.90 | 903 | -11.30 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 2,093 | 5.02 | 849 | -14.43 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 85,253 | 237.90 | 34,567 | 175.34 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 75,200 | 30,491 | |||||
| 2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 743 | 6.45 | 301 | -13.26 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 30,700 | 4,285.71 | 12,448 | 3,476.72 | |||
| 2025-07-22 | 13F | SOL资本管理公司 | 1,420 | 35.50 | 1 | |||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 6,594 | 2,674 | ||||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 479,144 | 25.26 | 194,274 | 2.06 | ||||
| 2025-08-27 | NP | CAPOX - 绝对资本机会基金机构股票 | 2,965 | 36.32 | 1,202 | 11.09 | ||||
| 2025-08-18 | 13F | 布里克和凯尔合伙人 | 10,129 | 2.64 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 3 | 200.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 安南代尔资本有限责任公司 | 2,327 | 1 | ||||||
| 2025-07-30 | 13F | 信赖投资管理有限责任公司 | 13,196 | 6.97 | 5,350 | -12.84 | ||||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 9,004 | 58.55 | 3,627 | 20.75 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 10,636 | 0.34 | 4,312 | -18.24 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 1,317 | 6.73 | 534 | -13.03 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,665 | 7.77 | 675 | -12.11 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 3,258 | 14.88 | 1,321 | -6.38 | ||||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 16,399 | 6.54 | 6,649 | -13.19 | ||||
| 2025-07-31 | 13F | 马德香农财富管理公司 | 14,453 | 0.50 | 5,860 | -18.10 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 312 | 20.93 | 127 | -1.56 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 5,622 | 138.32 | 2,279 | 94.29 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 4,571 | 2.53 | 1,853 | -16.46 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 30,653 | 3.83 | 12,429 | -15.39 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | 3,530 | 53.81 | 1,431 | 25.42 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,217 | 12.08 | 899 | -8.74 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 2,881 | 5.26 | 1,168 | -14.18 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 800 | 324 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 281,224 | 1.05 | 114,025 | -17.32 | ||||
| 2025-06-30 | NP | EQTY - Kovitz 核心股票 ETF | 85,425 | 136.60 | 36,647 | 69.81 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 601,694 | 0.97 | 243,963 | -17.72 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 4,899 | 44.09 | 1,986 | 17.45 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 6,601 | 247.24 | 2,676 | 183.17 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 5,312 | 20.13 | 2,154 | -2.14 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 6,093 | 16.95 | 2,614 | -16.09 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 55,029 | 29.09 | 23,607 | -7.35 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 1,752,607 | 89.07 | 720,576 | 56.21 | ||||
| 2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 5,737 | 2,311 | ||||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 7 | 16.67 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 89 | 56.14 | 36 | 28.57 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 26,989 | 6.27 | 10,943 | -13.41 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 4,386 | 27.20 | 1,778 | 3.67 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 769 | 12.76 | 330 | -19.16 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 6,400 | 14.29 | 2,595 | -6.89 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 4 | 33.33 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 1,875 | 23.52 | 760 | 0.66 | ||||
| 2025-07-15 | 13F | DB 菲茨帕特里克公司 | 3,898 | 19.98 | 1,580 | -2.23 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 495 | 0.81 | 201 | -18.03 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 2,711 | 1.65 | 1,099 | -17.18 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 3,574 | 24.57 | 1,449 | 1.47 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 910 | 139.47 | 390 | 71.81 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 1,933 | 32.40 | 784 | 7.85 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 1,809 | 733 | ||||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 199 | 85 | ||||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 572 | 0 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 843 | 10.05 | 340 | -16.30 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 22,050 | 56.21 | 8,940 | 27.28 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 774 | 1.57 | 314 | -17.41 | ||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 6,294 | 0.54 | 3,132 | -3.81 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 48 | 19 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 67,599 | 10.85 | 27,409 | -9.68 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 921,688 | 4.24 | 373,709 | -15.06 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 282,903 | 114,706 | ||||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 38,061 | 15,432 | ||||||
| 2025-08-26 | NP | TEBIX - 富兰克林共同信标基金 A 类 | 204,738 | 83,013 | ||||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,639 | 9.41 | 4,564 | -21.47 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 40,952 | 411.52 | 17 | 433.33 | ||||
| 2025-08-11 | 13F | 美国第一投资顾问有限责任公司 | 55,901 | 22,666 | ||||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 558 | 226 | ||||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 151,852 | 35.84 | 61,570 | 10.69 | ||||
| 2025-07-22 | 13F | 邓肯·威廉姆斯资产管理有限责任公司 | 509 | 206 | ||||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 12,122 | 10.62 | 4,915 | -9.87 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 37 | 15 | ||||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 165,992 | 67,303 | ||||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 324,809 | 453.23 | 131,697 | 350.80 | ||||
| 2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 616,610 | 48.68 | 248,383 | 13.23 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 37,592 | 11.79 | 16,127 | -19.77 | ||||
| 2025-07-28 | NP | LBAY - 棱皮龟多/空另类收益 ETF | 2,276 | 917 | ||||||
| 2025-07-29 | 13F | 基础有限公司 | 9,217 | 5.26 | 3,737 | -14.23 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 5,500 | 2,230 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 129,026 | 24.08 | 52,583 | 1.28 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 351,752 | 22.39 | 143 | -0.70 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 820,056 | 379.46 | 335,556 | 294.27 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 1,258 | 1.37 | 510 | -17.50 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 37,057 | 0.95 | 15,025 | -17.75 | ||||
| 2025-08-26 | NP | PNBAX - Virtus NFJ 大盘价值基金 A | 9,824 | 30.21 | 3,983 | 6.10 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 64,675 | 9.90 | 26,320 | -10.31 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 523 | 0.77 | 212 | -17.83 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 1,153 | 467 | ||||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 1,478 | 8.92 | 599 | -11.26 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 1,015 | 5.73 | 412 | -13.84 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 156 | 14.71 | 64 | 0.00 | ||||
| 2025-07-30 | 13F | 博伊特 CF 大卫 | 2,715 | 22.57 | 1,101 | -0.18 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 13,937 | 3.25 | 5,651 | -15.87 | ||||
| 2025-06-26 | NP | FOSFX - 富达海外基金 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 | 118,800 | 14.12 | 50,965 | -18.10 | ||||
| 2025-08-14 | 13F | 维斯塔点资本有限合伙人 | 25,000 | 10,136 | ||||||
| 2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 2,760 | 22.02 | 1,119 | -0.53 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 3,713 | 14.70 | 1,505 | -6.52 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 111,879 | 9.05 | 45,362 | -11.14 | ||||
| 2025-08-27 | NP | RYHIX - 医疗保健基金投资者类别 | 906 | 9.55 | 367 | -10.71 | ||||
| 2025-08-12 | 13F | 维克曼投资顾问公司 | 1,015 | 28.64 | 412 | 4.85 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 137,700 | 123.90 | 55,832 | 82.44 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,878,014 | 162.04 | 761,460 | 113.52 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 80,076 | 25.60 | 32 | 3.23 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 51,400 | 384.91 | 20,841 | 295.15 | |||
| 2025-07-31 | 13F | 扇区伽玛As | 25,500 | 10,339 | ||||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 815 | 58.87 | 330 | 29.41 | ||||
| 2025-04-25 | NP | FUSIX - 富达国际基金战略顾问 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 | 80,600 | 6.75 | 42,634 | 6.62 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 42,802 | 6.83 | 17,354 | -12.95 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 9,403 | 3,813 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 4,982 | 24.58 | 2,007 | -5.15 | ||||
| 2025-07-09 | 13F | 索耶公司 | 3 | 0 | ||||||
| 2025-07-23 | 13F | BankPlus 信托部 | 2,752 | 4.60 | 1,116 | -14.82 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 127 | 51 | ||||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 4,941 | 6.58 | 2,003 | -13.18 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 65,214 | 0.50 | 26 | -18.75 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 24,817 | 4.50 | 10,063 | -14.84 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 4,813 | 3.19 | 2,065 | -25.94 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 120,100 | 141.65 | 48,696 | 96.91 | |||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 1,619 | 3.45 | 656 | -15.68 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 37,700 | 365.43 | 15,286 | 279.28 | |||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 32,288 | 21.27 | 13,090 | -1.25 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 524 | 7.82 | 212 | -12.03 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 3,350 | 1,358 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 142,683 | 4.09 | 57,904 | -15.18 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 6,493 | 1.37 | 2,785 | -27.25 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 2,820 | 7.92 | 1,211 | 10.50 | ||||
| 2025-08-14 | 13F | Eversept 合伙人有限合伙人 | 13,685 | 5,549 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,733 | 6.32 | 703 | -13.44 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 6,544 | 29.64 | 2,653 | 8.86 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 89,333 | 4.94 | 36,221 | -14.49 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 9,734 | 11.04 | 3,932 | -10.82 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,424 | 16.81 | 15,626 | -16.17 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 2,442 | 9.61 | 990 | -10.65 | ||||
| 2025-07-18 | 13F | 洛克曼金融集团公司 | 529 | 0.57 | 214 | -18.01 | ||||
| 2025-07-16 | 13F | Processus 财富与资本管理有限责任公司 | 6,287 | 2.95 | 2,549 | -16.10 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 4,068 | 7.68 | 1,649 | -12.24 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 916 | 4.33 | 371 | -14.91 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 1,114 | 1.27 | 452 | -17.55 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 139,394 | 0.65 | 57 | -17.65 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 607 | 5.38 | 246 | -14.34 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 39,896 | 12.65 | 16,176 | -8.21 | ||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 1,050 | 426 | ||||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 22 | 15.79 | 9 | -11.11 | ||||
| 2025-08-19 | NP | 西北互助系列基金有限公司 - 国内股票投资组合 | 70,149 | 28,443 | ||||||
| 2025-07-21 | 13F | 机械金融公司 | 3,148 | 53.86 | 1,276 | 25.34 | ||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 4,706 | 37.36 | 1,908 | 11.91 | ||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 3,002 | 0.40 | 1,217 | -18.16 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 178 | 44.72 | 83 | 56.60 | ||||
| 2025-08-27 | NP | ACUSX - Advisors Capital 美国股息基金 | 12,900 | 21.70 | 5,230 | -0.83 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 8,987 | 1.79 | 3,644 | -17.07 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 21,377 | 36.06 | 8,667 | 10.86 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 374 | 152 | ||||||
| 2025-07-14 | 13F | LCM资本管理公司 | 2,031 | 0.25 | 824 | -18.35 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 565 | 229 | ||||||
| 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 | 52,062 | 17.00 | 20,972 | -10.90 | ||||
| 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 | 549,841 | 8.76 | 221,487 | -17.17 | ||||
| 2025-07-22 | 13F | 串联投资合伙公司 | 1,821 | 17.64 | 738 | -4.16 | ||||
| 2025-08-13 | 13F | 布兰特点投资管理有限公司 | 17,829 | 6.14 | 7,229 | -13.52 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 154,162 | 5.74 | 62,941 | -13.69 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 17,847 | 139.04 | 7,236 | 94.78 | ||||
| 2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 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 | 113,024 | 4.50 | 48,487 | -25.00 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 804 | 24.07 | 327 | 1.24 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 104 | 131.11 | 42 | 90.91 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 34,223 | 9.75 | 13,799 | -10.91 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 3,635 | 1,474 | ||||||
| 2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 8,000 | 3,244 | ||||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 1,700 | 689 | |||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 29,269 | 33.16 | 11,867 | 8.50 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 1,900 | 770 | |||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 58,917 | 6.48 | 23,733 | -18.91 | ||||
| 2025-08-13 | 13F | 法国集团 | 77,025 | 20.74 | 31,451 | -2.20 | ||||
| 2025-08-07 | 13F | PFG顾问 | 641 | 260 | ||||||
| 2025-08-08 | 13F | 复兴银行 | 2,453 | 59.60 | 995 | 30.10 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 300,111 | 3,973.17 | 121,683 | 3,219.23 | ||||
| 2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 632 | 13.67 | 256 | -7.25 | ||||
| 2025-08-13 | 13F | 挪威银行 | 5,585,297 | 2,264,615 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -220 | -2.22 | -89 | -19.82 | |||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 949 | 21.98 | 385 | -0.78 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 458,950 | 195.63 | 186,086 | 140.89 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 2,171,766 | 22.97 | 880,564 | 0.20 | ||||
| 2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 50,150 | 3.37 | 20,334 | -15.77 | ||||
| 2025-08-25 | NP | CWS - AdvisorShares 重点股票 ETF | 13,651 | 2.44 | 5,535 | -16.54 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 6,318 | 2,562 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 9,481 | 4.08 | 3,844 | -15.18 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 3 | 1 | ||||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 551 | 3.57 | 223 | -15.53 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 6,990 | 3.79 | 3 | -33.33 | ||||
| 2025-07-25 | 13F | 法律优势投资有限公司 | 8,329 | 1.22 | 3,377 | -17.54 | ||||
| 2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 568 | 2.53 | 283 | -2.08 | ||||
| 2025-09-11 | 13F | 硅谷资本合伙人 | 5 | 2 | ||||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 116 | 3.57 | 50 | -25.76 | ||||
| 2025-08-14 | 13F | EdgePoint投资集团公司 | 1,323,065 | 282.46 | 536,450 | 211.64 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 25,771 | 7.69 | 10,449 | -12.24 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 4,399 | 1.57 | 1,784 | -17.22 | ||||
| 2025-08-14 | 13F | 法拉隆资本管理有限公司 | 1,383,241 | 33.54 | 560,849 | 8.81 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 6,928 | 1.84 | 2,809 | -17.02 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 16,143 | 0.90 | 6,545 | -17.79 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 856 | 1.18 | 347 | -17.62 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 551 | 4.95 | 224 | -14.56 | ||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 810 | 8.43 | 328 | -11.59 | ||||
| 2025-04-11 | 13F | 永久资本管理有限公司 | 729 | 0.41 | 363 | -3.71 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 31,456 | 3.91 | 12,754 | -15.33 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 7,440 | 71.15 | 3,017 | 39.44 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 43,254 | 1.87 | 17,538 | -17.00 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 622 | 31.22 | 252 | 7.23 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 2,162 | 35.72 | 877 | 10.61 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 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 | 15,475 | 1.31 | 6,639 | -27.29 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 5,404 | 4.97 | 2,193 | -14.44 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 160,071 | 47.07 | 57,280 | 5.76 | ||||
| 2025-07-17 | 13F | 第一乡村银行 /CT/ | 1,381 | 3.52 | 560 | -15.69 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 66,807 | 1.50 | 27,087 | -17.29 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 202,300 | 82,025 | |||||
| 2025-08-26 | NP | IGFAX - VY(R) 摩根士丹利全球特许经营投资组合 ADV 级 | 17,583 | 11.05 | 7,129 | -9.51 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 174,200 | 70,631 | |||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 6,770 | 36.41 | 2,745 | 11.18 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 5,527 | 3.54 | 2,371 | -25.67 | ||||
| 2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 8,961 | 24.89 | 3,633 | 1.76 | ||||
| 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 | 10,723 | 1.55 | 4,319 | -22.67 | ||||
| 2025-06-27 | NP | MPGVX - 蒙德里安全球股票价值基金 | 11,929 | 196.89 | 5,118 | 113.12 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 3,949 | 43.13 | 1,601 | 16.69 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 1,269 | 15.36 | 514 | -6.03 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 146,922 | 84.04 | 59,571 | 49.96 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 131,408 | 3.35 | 56,417 | -10.83 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 21,176 | 2.74 | 8,530 | -21.76 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 9,853 | 103.24 | 3,995 | 65.59 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 14,800 | 23.33 | 6,001 | 0.49 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 35,541 | 5.65 | 14,410 | -13.91 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 5,097 | 4.38 | 2,067 | -14.94 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 3,965 | 100.66 | 1,608 | 63.48 | ||||
| 2025-05-30 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 939 | 40.57 | 467 | 34.58 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 105 | 6.06 | 45 | -23.73 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 2,338,556 | 2.62 | 948,191 | -16.38 | ||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 5,436 | 9.80 | 2,332 | -21.19 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 1,560 | 13.95 | 633 | -7.20 | ||||
| 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 | 24,919 | 6.36 | 10,038 | -19.01 | ||||
| 2025-08-28 | NP | ARILX - 亚里士多德核心股票基金 II I 类 | 18,145 | 49.32 | 7,357 | 21.68 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 595 | 44.77 | 241 | 18.14 | ||||
| 2025-07-25 | NP | DDVAX - 特拉华价值基金 A 类 | 150,620 | 60,673 | ||||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 1,542 | 11.98 | 625 | -8.76 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 46,616 | 0.27 | 18,901 | -18.30 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 28,212 | 3.77 | 11,439 | -15.45 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 517,859 | 61.07 | 209,971 | 31.24 | ||||
| 2025-06-26 | NP | FAOAX - 富达顾问海外基金A级 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 | 7,100 | 12.70 | 3,046 | -19.12 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 17,507 | 13.56 | 7 | 0.00 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 253 | 377.36 | 103 | 292.31 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 13,915 | 3.64 | 5,642 | -15.55 | ||||
| 2025-09-10 | NP | Putnam ETF 信托 - Putnam BioRevolution ETF - | 881 | 6.66 | 412 | 16.38 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 61 | 25 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 50,900 | 327.73 | 20,638 | 248.54 | |||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 75,000 | 30,410 | |||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 58,900 | 1,011.32 | 23,882 | 805.61 | |||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 371,630 | 150,681 | ||||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 64 | 20.75 | 27 | -12.90 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 126,281 | 51,202 | ||||||
| 2025-08-11 | 13F | 探索资本管理有限责任公司 | 12,000 | 4,866 | ||||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 26,180 | 7.84 | 10,546 | -17.88 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 146,462 | 7.78 | 59,384 | -12.18 | ||||
| 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 | 191,797 | 0.95 | 77,766 | -17.74 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 813 | 330 | ||||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 78,271 | 38.56 | 31,736 | 12.91 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 436,334 | 201.80 | 176,916 | 145.92 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,273 | 22.72 | 1,327 | 0.00 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 493 | 212 | ||||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 2,979 | 29.02 | 1,209 | 5.31 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 805,793 | 41.60 | 326,717 | 15.38 | ||||
| 2025-08-27 | NP | STRLX - Sterling Capital Stratton 中盘价值基金 A 股 | 2,252 | 75.53 | 913 | 43.10 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 159,110 | 0.79 | 64,513 | -17.87 | ||||
| 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 | 12,300 | 8.85 | 4,987 | -11.29 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 2,735 | 218.76 | 1,109 | 160.09 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 2,350 | 6.33 | 1,133 | 20.02 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 7,003 | 14.73 | 2,876 | -5.46 | ||||
| 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 | 409,833 | 1.46 | 166,171 | -17.33 | ||||
| 2025-07-25 | 13F | M3 咨询集团有限责任公司 | 550 | 2.61 | 223 | -16.17 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 20,368 | 4.83 | 8,258 | -14.58 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 2,145 | -730.88 | 920 | -553.20 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 19,686 | 0.19 | 7,982 | -18.36 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -5,348 | 146.68 | -2,168 | 101.11 | |||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 1,579 | 152.64 | 640 | 106.45 | ||||
| 2025-07-28 | 13F | 威尔逊资产管理（国际）有限公司 | 31,645 | 19.97 | 12,831 | -2.25 | ||||
| 2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 31,973 | 11.12 | 12,964 | -9.46 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 17 | 7 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 619,706 | 62.14 | 214,053 | 21.58 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 9 | 4 | ||||||
| 2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 43,691 | 1.77 | 17,715 | -17.08 | ||||
| 2025-05-20 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF | 1,860 | 5.08 | 926 | 0.54 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 77 | 140.62 | 31 | 106.67 | ||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 11,458 | 1.62 | 5,706 | -2.78 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 918 | 2,522.86 | 372 | 1,966.67 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 205,518 | 8.98 | 82,787 | -17.01 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 4,065 | 1.12 | 1,648 | -17.60 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 637,117 | 92.33 | 258,325 | 56.72 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 30,761 | 3.11 | 12,391 | -21.47 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 5,854 | 338.50 | 2,374 | 257.38 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 1,799 | 7.79 | 729 | -12.17 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 53,394 | 9.72 | 22,906 | -21.25 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 2,548 | 28.62 | 1 | |||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 386 | 7.22 | 166 | -23.26 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 10 | 4 | ||||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,522 | 4.46 | 653 | -25.06 | ||||
| 2025-08-14 | 13F | 部门资产管理公司 | 3,900 | 20.00 | 1,582 | -2.16 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 41,181 | 2.96 | 17 | -15.79 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 968 | 16.91 | 392 | -4.85 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 31,565 | 297.69 | 12,798 | 224.08 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 38,297 | 24.89 | 15,528 | 1.76 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 927 | 461 | ||||||
| 2025-08-12 | 13F | 马里波财富管理有限公司 | 541 | 222 | ||||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 510 | 207 | ||||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 2,406,192 | 3.84 | 975,615 | -15.39 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 1,657 | 40.66 | 714 | 21.67 | ||||
| 2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 1,357 | 550 | ||||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 2,600 | 1,054 | |||||
| 2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 33,679 | 1.51 | 13,656 | -17.28 | ||||
| 2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 111,510 | 38.53 | 45,213 | 12.87 | ||||
| 2025-09-11 | NP | NMVLX - Nuance 中盘价值基金机构类别 | 26,122 | 12,217 | ||||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 709 | 43.52 | 287 | 17.14 | ||||
| 2025-06-26 | NP | JHAC - 约翰汉考克基本全盘核心 ETF | 162 | 224.00 | 69 | 137.93 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 3,443 | 7.73 | 1,396 | -12.20 | ||||
| 2025-08-13 | 13F | Geo Capital Gestora de Recursos 有限公司 | 6,096 | 54.45 | 2 | 100.00 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 47,164 | 1.25 | 19,124 | -17.50 | ||||
| 2025-08-11 | 13F | 艾睿金融公司 | 5,129 | 5.34 | 2,080 | -14.16 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 1,653 | 0.98 | 670 | -17.69 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 244,113 | 638.97 | 98,978 | 502.17 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 2,394 | 20.36 | 971 | -1.92 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 82,548 | 6.14 | 33,470 | -13.51 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 4,551 | 5.94 | 1,833 | -19.32 | ||||
| 2025-07-10 | 13F | 明石资本管理有限公司 | 27,500 | 189.47 | 11,150 | 135.88 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 8,418 | 2.46 | 3 | -25.00 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 2,273 | 56.54 | 922 | 27.56 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 757 | 45.02 | 307 | 18.15 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,123,862 | 0.49 | 455,681 | -18.12 | ||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 12,449 | 115.72 | 5,048 | 75.79 | ||||
| 2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 15,162 | 119.93 | 6,148 | 79.21 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 16,275 | 153.23 | 6,599 | 106.38 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 789 | 7.20 | 320 | -12.57 | ||||
| 2025-09-11 | NP | NCVLX - Nuance 集中价值基金机构类别股票 | 5,583 | 2,611 | ||||||
| 2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 8,625 | 3.87 | 3,497 | -15.37 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 180 | 73 | ||||||
| 2025-05-30 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 3,239 | 24.48 | 1,612 | 19.07 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 3,018 | 210.81 | 1,224 | 153.21 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 658 | 3.79 | 276 | -10.42 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 4,481 | 5.86 | 1,817 | -13.72 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 548 | 2.24 | 246 | -4.65 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 16,212 | 1.89 | 6,955 | -26.88 | ||||
| 2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 31,017 | 0.25 | 12,576 | -18.31 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,942 | 29.49 | 1,193 | 5.49 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 3,372 | 11.77 | 1,367 | -8.93 | ||||
| 2025-07-18 | 13F | 喀里多尼亚投资有限公司 | 111,767 | 11.47 | 45,299 | -9.22 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 1,015 | 9.49 | 412 | -10.85 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 价值 II 级 | 12,288 | 4,982 | ||||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 23,034 | 13.30 | 9,339 | -7.68 | ||||
| 2025-08-27 | NP | ESEAX - 伊顿万斯亚特兰大资本精选股票基金 A 类 | 43,438 | 23.17 | 17,612 | 0.36 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 26,080 | 8.78 | 15,589 | 6.02 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 9,545 | 31.53 | 3,870 | 7.17 | ||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 2,352 | 0.86 | 954 | -17.84 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 33,789,164 | 0.92 | 13,700,154 | -17.76 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 63,524 | 1.88 | 25,589 | -22.41 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 30,129 | 71.56 | 12,216 | 39.80 | ||||
| 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 | 4,096 | 24.50 | 1,661 | 1.41 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 22,801 | 503.36 | 9,245 | 391.76 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 28,961 | 16.67 | 12 | -8.33 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 9,689 | 22.21 | 3,929 | -0.41 | ||||
| 2025-05-30 | NP | MRLIX - AMG Renaissance 大盘成长基金 Z 类 | 4,478 | 36.57 | 2,228 | 30.67 | ||||
| 2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 11,680 | 45.35 | 4,705 | 10.68 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,851 | 174.22 | 750 | 123.88 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 10,715,706 | 0.83 | 4,344,790 | -17.84 | ||||
| 2025-07-31 | 13F | 城邦银行 | 335 | 2,133.33 | 136 | 1,828.57 | ||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 6,209 | 0.60 | 3 | -33.33 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 568 | 3.27 | 230 | -15.75 | ||||
| 2025-03-25 | NP | CVGRX - Calamos 成长基金 A 类 | 25,000 | 17.37 | 14,944 | 28.42 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 5,591 | 2,267 | ||||||
| 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 | 114,655 | 0.42 | 49,187 | -27.93 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 146 | 356.25 | 59 | 293.33 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | Put | 16,000 | 7,962 | |||||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 1,823 | 32.68 | 734 | 1.10 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 92,272 | 5.03 | 37,413 | -14.42 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 23 | 9 | ||||||
| 2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 20,793 | 35.74 | 8,428 | 9.67 | ||||
| 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 | 19,005 | 6.06 | 7,656 | -19.23 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 2,477 | 36.55 | 1 | |||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 10,626 | 4 | ||||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 18 | 5.88 | 8 | -30.00 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 1,691 | 686 | ||||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 4,978 | 51.58 | 2,018 | 23.65 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 2,082 | 65.37 | 839 | 26.02 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 921 | 373 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 25 | 66.67 | 10 | 42.86 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 56,587 | 9.63 | 23 | -12.00 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 7,615 | 3,088 | ||||||
| 2025-08-11 | 13F | 投资者专业 Gestao de Recursos Ltda。 | 25,749 | 75.79 | 10,440 | 43.25 | ||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | Short | -1,575 | 138.64 | -639 | 82.29 | |||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 1,313 | 32.23 | 529 | 0.57 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 96,435 | 6.28 | 39,101 | -13.40 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 1,660 | 826 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 2,800 | 1,393 | |||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 4,700 | 2,339 | |||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 2,413 | 7.48 | 978 | -12.44 | ||||
| 2025-06-05 | NP | GTCEX - 战略股票投资组合 | 7,131 | 3,059 | ||||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 5,654 | 2,292 | ||||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 64 | 26 | ||||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 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 | 5,740 | 4.21 | 2,327 | -15.07 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 7,441 | 2,997 | ||||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 8,560 | 6.73 | 3,471 | -13.03 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 605 | 245 | ||||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 7,193 | 8.15 | 2,916 | -11.88 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 94,160 | 5.39 | 38,178 | -14.12 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 7,741 | 3.54 | 3,321 | -25.69 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 85,492 | 28.48 | 34,665 | 4.69 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 74 | 37 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 7,028 | 125.11 | 2,850 | 83.45 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 547 | 222 | ||||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 85 | 34 | ||||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 7,634 | 423.95 | 3,095 | 326.90 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 33 | 32.00 | 13 | 8.33 | ||||
| 2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 3,440 | 11.08 | 1,395 | -9.54 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 2,539 | 12.10 | 1,029 | -8.70 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 2,892 | 1,173 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 7,400 | 3 | |||||
| 2025-08-28 | NP | ELFNX - ELFUN 信托 Elfun 信托 | 165,700 | 15.79 | 67,185 | -5.65 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 32,114 | 4.33 | 13,021 | -14.99 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 1,611 | 0.50 | 653 | -18.07 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,569,816 | 4.96 | 636 | -14.52 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 23,466 | 47.58 | 9,515 | 20.25 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 50,314 | 65.45 | 20,400 | 34.81 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 3,904 | 0.21 | 1,583 | -18.37 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 131,832 | 505.87 | 53,453 | 393.69 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 576 | 0.52 | 234 | -18.25 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 71,870 | 0.85 | 29 | -17.14 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 2,741 | 9.38 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 866 | 5.35 | 351 | -14.18 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 36,591 | 25.20 | 14,852 | 2.04 | ||||
| 2025-08-13 | 13F | 盟友金融公司 | 19,500 | 116.67 | 7,906 | 76.55 | ||||
| 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 | 765 | 27.29 | 310 | 3.68 | ||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 126,158 | 15.05 | 51,147 | -6.26 | ||||
| 2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,500 | 444.12 | 7,452 | 314.46 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 588,459 | 1,030.17 | 238,597 | 820.90 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 82,979 | 0.39 | 33,426 | -23.55 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 6,343 | 2,572 | ||||||
| 2025-07-23 | 13F | 科恩投资顾问有限责任公司 | 6,650 | 12.39 | 2,696 | -8.42 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 65,689 | 16.52 | 26,461 | -11.27 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 80 | 17.65 | 32 | -3.03 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 2,908 | 1,179 | ||||||
| 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 | 174,775 | 1.37 | 74,978 | -27.25 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 11,648 | 472.10 | 4,723 | 366.14 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 1,010 | 4.77 | 410 | -14.61 | ||||
| 2025-08-08 | 13F | 林塞尔火车有限公司 | 854,612 | 67.97 | 346,511 | 36.87 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,064 | 3.20 | 431 | -15.98 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 15,501 | 22.06 | 6,285 | -0.54 | ||||
| 2025-08-14 | 13F | 范登伯格管理公司 | 14,210 | 65.95 | 5,762 | 35.23 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 17,400 | 324.39 | 7,055 | 245.83 | |||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | Call | 800,000 | 324,368 | |||||
| 2025-07-21 | 13F | 111资本 | 8,261 | 150.11 | 3,350 | 103.83 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 11,702 | 34.96 | 4,745 | 9.97 | ||||
| 2025-07-30 | 13F | 第一州际银行 | 2,898 | 0.24 | 1,175 | -18.29 | ||||
| 2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 11,720 | 47.98 | 4,752 | 20.58 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 57,840 | 6.28 | 23,452 | -13.40 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 789 | 15.52 | 338 | 13.42 | ||||
| 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 | 3,400 | 1,370 | ||||||
| 2025-07-10 | 13F | 社区信托投资公司 | 45,792 | 34.90 | 18,567 | 9.92 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 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 | 4 | 2 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,028 | 7.08 | 441 | -23.04 | ||||
| 2025-08-13 | 13F | 第1832章 | 1,139,942 | 44.52 | 462,201 | 17.76 | ||||
| 2025-08-13 | 13F | 第1832章 | Call | 300,000 | 121,638 | |||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 4,600 | 88.14 | 1,865 | 43.79 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 3,886 | 7.41 | 1,576 | -12.50 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 5,934 | 12.84 | 2,403 | -8.18 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 3,605 | 8.42 | 1,462 | -11.67 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 101,357 | 50.22 | 41,096 | 22.40 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 4,894 | 0.23 | 1,984 | -18.32 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 10,372 | 14.51 | 4,205 | -10.76 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 777 | 96.21 | 315 | 59.90 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100,732 | 11.52 | 40,577 | -15.08 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 57,367 | 3.20 | 23,260 | -15.91 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 8,478 | 0.61 | 3,637 | -27.79 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 57 | -190.48 | 23 | -174.19 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 1,443 | 21.77 | 585 | -0.68 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 5,263 | 154.74 | 2,134 | 107.49 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 39,993 | 6.81 | 16,216 | -12.97 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,374 | 0.37 | 557 | -18.21 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 393 | 160 | ||||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 367 | 15.05 | 148 | -12.50 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 12,136,284 | 1.87 | 4,920,778 | -16.99 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 33,725 | 16.34 | 13,674 | -5.25 | ||||
| 2025-08-27 | NP | WBALX - 平衡基金 - 投资者类别 | 10,500 | 10.53 | 4,257 | -9.94 | ||||
| 2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 760 | 0.93 | 308 | -17.65 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 26,092 | 10,579 | ||||||
| 2025-06-26 | NP | FSOSX - 富达系列海外基金 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 | 258,500 | 8.75 | 110,896 | -21.95 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 4,379 | 81.93 | 1,776 | 48.29 | ||||
| 2025-08-14 | 13F | 马林银行 | 1,953 | 792 | ||||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 1,058 | 15.50 | 429 | 7.00 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 2,832 | 1,148 | ||||||
| 2025-08-26 | NP | 第一信托增强型股权收益基金 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 | 9,000 | 28.57 | 3,649 | 4.77 | ||||
| 2025-08-15 | 13F | 杜肯家族办公室有限责任公司 | 12,200 | 5 | ||||||
| 2025-07-18 | 13F | 自由资本管理公司 | 16,592 | 0.28 | 6,727 | -18.29 | ||||
| 2025-08-04 | 13F | 墨菲波拉德资产管理有限责任公司 | 2,542 | 1,031 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 26,271 | 1,379.22 | 10,652 | 1,106.23 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 4,440 | 39.27 | 1,800 | 13.49 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 7,176 | 8.04 | 3 | -33.33 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 49 | 8.89 | 20 | -13.64 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 665,000 | 11.82 | 269,521 | -8.94 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,024 | 2.20 | 415 | -16.67 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 5,385 | 10.89 | 2,183 | -9.64 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 5,543 | 185.57 | 2,247 | 132.85 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,070 | 19.52 | 9,897 | -14.22 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 13,475 | 12.06 | 5,428 | -14.67 | ||||
| 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 | 218,984 | 0.31 | 88,211 | -23.61 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 186,500 | 64.61 | 75,618 | 34.13 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 110,100 | 16.38 | 44,641 | -5.16 | |||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 939 | 98.94 | 381 | 62.39 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 36,300 | 485.48 | 14,718 | 377.08 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 35,300 | 283.70 | 14,313 | 212.69 | |||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,207,910 | 9.78 | 489,751 | -11.00 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 2,029 | 0.40 | 817 | -23.57 | ||||
| 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 | 2,288 | 29.12 | 928 | 5.22 | ||||
| 2025-08-11 | 13F | 凯龙资本管理有限公司 | 2,400 | 973 | ||||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,800 | 193.62 | 5,920 | 110.75 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 11,499 | 1.42 | 5,229 | -7.30 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 757 | 1.34 | 307 | -17.52 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,166 | 24.44 | 473 | 1.29 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 5 | 0 | ||||||
| 2025-07-14 | 13F | 健康投资合作伙伴公司 | 24,266 | 6.16 | 9,839 | -13.50 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 1,182 | 479 | ||||||
| 2025-08-04 | 13F | 现场和主要银行 | 1,784 | 4.69 | 723 | -14.64 | ||||
| 2025-08-14 | 13F/A | 最前沿分析有限责任公司 | 891 | 70.04 | 361 | 38.31 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 11,951 | 4.25 | 4,846 | -15.06 | ||||
| 2025-07-17 | 13F | 阿登达资本公司 | 21,068 | 9.80 | 8,550 | -10.52 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 246,806 | 129.15 | 100,070 | 86.72 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 38,071 | 15,436 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 189,700 | 29.67 | 76,916 | 5.66 | |||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 24,496 | 8.09 | 9,932 | -11.92 | ||||
| 2025-07-23 | 13F | 科恩资本管理公司 | 58,728 | 1.96 | 23,812 | -16.92 | ||||
| 2025-07-07 | 13F | 鱼鹰私人财富有限责任公司 | 12,100 | 4.00 | 5,195 | -10.28 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 18,430 | 0.74 | 7,473 | -17.92 | ||||
| 2025-08-01 | 13F | 火力资本管理有限公司 | 2,701 | 6.80 | 1,095 | -12.96 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 84 | 47.37 | 34 | 21.43 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 100,326 | 7.33 | 43,040 | -22.97 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 97,109 | 20.67 | 39,374 | -1.67 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 6,957 | 3.02 | 2,821 | -16.07 | ||||
| 2025-08-27 | NP | ARTLX - Artisan 价值基金投资者股票 | 17,600 | 7,136 | ||||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 5,173 | 14.02 | 2,097 | -7.09 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 1,646 | 667 | ||||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 19,985 | 8 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 8,366 | 23.56 | 3,392 | 0.68 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 43,900 | 186.93 | 17,800 | 133.80 | ||||
| 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 | 20 | 9 | ||||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 590 | 145.83 | 253 | 76.92 | ||||
| 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 | 36,799 | 0.61 | 14,921 | -18.02 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 53,144 | 2.67 | 21,548 | -16.34 | ||||
| 2025-07-29 | 13F | 康芒斯资本有限公司 | 2,655 | 6.12 | 1,076 | -13.50 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 4,955 | 38.25 | 2,366 | 52.58 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 113,639 | 46,076 | ||||||
| 2025-07-25 | 13F | Lincluden管理有限公司 | 13,628 | 6 | ||||||
| 2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 2,727,021 | 93.02 | 1,105,698 | 57.28 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 4,349 | 68.76 | 1,763 | 37.52 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 17,000 | 6,893 | ||||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 956,704 | 0.86 | 388,280 | -17.80 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 331 | 171.31 | 142 | 95.83 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 4,908 | 10.09 | 1,990 | -10.28 | ||||
| 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 | 8,501 | 5.88 | 3,447 | -13.74 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 84 | 34 | ||||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 742 | 1.23 | 301 | -17.58 | ||||
| 2025-06-26 | NP | FWOZX - 富达女性领导力基金 富达顾问女性领导力基金：Z 级 | 2,928 | 1,256 | ||||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 108,377 | 57.93 | 37,435 | 18.42 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,171,215 | 9.47 | 474,881 | -10.80 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 10,280 | 46.17 | 4,161 | 18.85 | ||||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 13,489 | 22.44 | 5,469 | -0.24 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通创新者基金 Y 级 | 287 | 100.70 | 116 | 63.38 | ||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 6,796 | 46.31 | 2,756 | 19.21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20,475 | 70.94 | 8,332 | 39.73 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 7,017 | 50.39 | 2,845 | 22.58 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 3,067 | 13.22 | 1,244 | -7.72 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 27,526 | 5.06 | 11,161 | -12.90 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,125 | 86.26 | 456 | 52.00 | ||||
| 2025-04-29 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 1,720 | 13.16 | 910 | 12.92 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 6,835 | 2,771 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 1,700 | 325.00 | 689 | 246.23 | |||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 55 | 22 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 34,415 | 5.96 | 13,963 | -13.66 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 3,545 | 10.85 | 1,457 | -6.66 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 630,639 | 19.37 | 313,806 | 14.17 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 4,349 | 68.76 | 1,763 | 37.52 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 12,500 | 6,220 | |||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 58 | 24 | ||||||
| 2025-07-14 | 13F | 阿灵顿合作伙伴有限责任公司 | 10,763 | 34.22 | 4,364 | 9.35 | ||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 23,777 | 9,641 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 426,102 | 58.87 | 172,767 | 29.45 | ||||
| 2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 33,477 | 4,859.56 | 13,574 | 3,951.64 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 13,800 | 150.91 | 5,595 | 104.50 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 60,563 | 6.74 | 24,556 | -13.02 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 114,168 | 8.13 | 46,291 | -11.89 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 583 | 18.50 | 279 | 28.70 | ||||
| 2025-08-12 | 13F | 韦茨投资管理公司 | 150,450 | 19.26 | 61,001 | -2.82 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 3,343,909 | 1.09 | 1,355,821 | -17.63 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 143 | 1.42 | 58 | -18.57 | ||||
| 2025-08-14 | 13F | 停战资本有限公司 | 29,964 | 12,149 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 243 | 3.40 | 9,853 | -15.74 | |||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 5,421 | 21.98 | 2,198 | -0.63 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 84,020 | 43.92 | 34,067 | 17.27 | ||||
| 2025-05-21 | NP | IGSLX - IMPAX 全球社会领袖基金投资者类别 | 88 | 15.79 | 44 | 10.26 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 9,000 | 12.50 | 3,649 | -8.32 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 1,616 | 23.74 | 655 | 0.92 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,461 | 21.85 | 589 | -7.26 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 3,236 | 3.06 | 1,312 | -16.01 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 47,502 | 2.96 | 19,260 | -16.10 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 3,337 | 9.81 | 1,353 | -10.52 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 28,007 | 18.59 | 11,356 | -3.37 | ||||
| 2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | Call | 0 | 435 | |||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,575 | 9.15 | 639 | -11.00 | ||||
| 2025-08-07 | 13F | 加利比尔资本管理有限公司 | 2,432 | 64.10 | 986 | 33.79 | ||||
| 2025-05-13 | 13F | 蒙德里安投资伙伴有限公司 | 214,506 | 146.14 | 106,738 | 104.90 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 15 | 6 | ||||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 920 | 373 | ||||||
| 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 | 21,800 | 7.92 | 8,839 | -12.06 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 2,727 | 1.38 | 1,106 | -17.41 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 2,522 | 22.96 | 1,023 | 0.20 | ||||
| 2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 120,256 | 14.22 | 48,759 | -6.93 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 19,963 | 6.01 | 8,094 | -13.62 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 6,344 | 27.49 | 2,572 | 3.88 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 443,017 | 1.49 | 179,626 | -17.30 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 809 | 18.45 | 328 | -3.24 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - Templeton Growth VIP 基金 1 级 | 8,812 | 3,573 | ||||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 4,031 | 17.52 | 1,634 | -4.22 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 57,075 | 2.54 | 23,141 | -16.45 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 25,529 | 0.32 | 10,351 | -18.25 | ||||
| 2025-07-24 | NP | Tema ETF 信托 - Tema 垄断和寡头 ETF | 3,168 | 42.25 | 1,276 | 8.41 | ||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 3,515 | 1,425 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 69,100 | 44.86 | 28 | 21.74 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 50,200 | 5.46 | 20 | -13.04 | |||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 550 | 223 | ||||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 201,971 | 44.58 | 81,891 | 17.81 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 9,813 | 3,979 | ||||||
| 2025-05-23 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 152 | 18.75 | 76 | 13.64 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 45,491 | 6.94 | 18,325 | -18.56 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 86,685 | 1.13 | 35,147 | -17.60 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 286 | 72.29 | 116 | 40.24 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 870 | 353 | ||||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,403 | 13.78 | 1,113 | 23.28 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 517 | 5.30 | 222 | -24.57 | ||||
| 2025-08-01 | 13F | 华侨银行 | 19,073 | 172.47 | 7,765 | 121.79 | ||||
| 2025-08-28 | NP | SPGSX - State Street Premier Growth 股票 VIS 基金 1 类股票 | 940 | 17.06 | 381 | -4.51 | ||||
| 2025-08-07 | 13F | 斯科公司 | 42,161 | 0.69 | 17 | -15.00 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 38 | 322.22 | 15 | 275.00 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 7,642 | 8.46 | 3,099 | -11.64 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 9,710 | 0.47 | 4 | -25.00 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 2,948 | 191.02 | 1,195 | 137.10 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 721 | 8.10 | 292 | -11.78 | ||||
| 2025-08-14 | 13F | 蓝云杉投资有限公司 | 665,750 | 18.24 | 269,935 | -3.65 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 70,800 | 5.20 | 29 | -15.15 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 6,069 | 59.08 | 2,461 | 29.61 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 84 | 200.00 | 34 | 161.54 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 81,327 | 2.12 | 32,975 | -16.79 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 3,326 | 1,349 | ||||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 1,252 | 6.83 | 508 | -13.04 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 4,066 | 7.11 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Avidity 合作伙伴管理有限合伙人 | 29,600 | 90.97 | 12,002 | 55.61 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 3,336 | 1,353 | ||||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 1,520 | 0.07 | 617 | -18.52 | ||||
| 2025-08-27 | NP | EAALX - 伊顿万斯亚特兰大资本聚焦增长基金 A 类 | 123,568 | 24.86 | 50,102 | 1.74 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 10,291 | 6.22 | 4,173 | -13.44 | ||||
| 2025-08-15 | NP | BCHP - 本金聚焦蓝筹 ETF 本金聚焦蓝筹 ETF | 5,351 | 6.36 | 2,170 | -13.34 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 433,766 | 11.02 | 176 | -9.79 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 29 | 2,800.00 | 14 | |||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 12,755 | 57.33 | 5,965 | 47.87 | ||||
| 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 | 8,211 | 18.98 | 3,329 | -3.03 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 4,534 | 10.08 | 1,838 | -10.30 | ||||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 941 | 2.73 | 382 | -16.45 | ||||
| 2025-07-31 | 13F | 中央银行 | 2,112 | 13.30 | 856 | -7.66 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 2,293,264 | 58.16 | 929,828 | 28.87 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 557 | 360.33 | 226 | 275.00 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 79,762 | 108.02 | 32,340 | 69.51 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 30,928 | 9.60 | 12,540 | -10.70 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 2,709 | 8.97 | 1,098 | -11.24 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 27,541 | 108.66 | 11,174 | 70.06 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 919 | 81.62 | 373 | 48.21 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 789 | 2.87 | 320 | -16.27 | ||||
| 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 | 14,200 | 273.68 | 6,092 | 168.21 | ||||
| 2025-08-21 | NP | MWMIX - VanEck Morningstar Wide Moat 基金 I 类 | 948 | 22.32 | 384 | -0.26 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 1,600 | 220.00 | 649 | 161.29 | ||||
| 2025-07-22 | 13F | 全球战略投资解决方案有限责任公司 | 1,697 | 1.07 | 688 | -17.60 | ||||
| 2025-08-14 | 13F | NCP 公司 | 500 | 53.85 | 203 | 25.47 | ||||
| 2025-07-25 | 13F | 劳森·克鲁克投资管理公司/ne | 15,626 | 0.79 | 6,336 | -17.88 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,760 | 15.26 | 1 | |||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 4,723 | 1.35 | 1,915 | -17.43 | ||||
| 2025-07-14 | 13F | 创始人资本管理有限公司 | 1,257 | 510 | ||||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 3,518 | 1.30 | 1,426 | -17.48 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 539 | 219 | ||||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 4,570 | 19.57 | 1,853 | -2.52 | ||||
| 2025-04-29 | 13F | 佩森公司 | 175,706 | 5.34 | 87,431 | 0.76 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 190,794 | 2.47 | 77,359 | -16.50 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 3,025 | 37.31 | 1,298 | -1.44 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 33,094 | 1.87 | 13,418 | -16.99 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 3,000 | 172.73 | 1,216 | 122.30 | |||
| 2025-08-12 | 13F | Ci投资公司 | 528,497 | 33.13 | 214 | 8.63 | ||||
| 2025-07-28 | 13F | 智能投资组合有限责任公司 | 780 | 7.14 | 316 | -12.71 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 8,923 | 9.78 | 3,618 | -10.56 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 52,494 | 21,284 | ||||||
| 2025-08-12 | 13F | Ci投资公司 | Call | 235 | 0 | |||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 202,424 | 0.76 | 81,540 | -23.27 | ||||
| 2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 76,375 | 15.45 | 30,967 | -5.93 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 1,372 | 23.27 | 556 | 0.54 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 24,900 | 17.38 | 10,096 | -4.37 | ||||
| 2025-04-25 | NP | FEGKX - 富达股票增长K6基金 | 1,839 | 112.85 | 973 | 98.37 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 644 | 12.20 | 261 | -8.42 | ||||
| 2025-08-21 | NP | 护城河 - VanEck Vectors Morningstar Wide Moat ETF | 380,816 | 10.53 | 154,406 | -9.94 | ||||
| 2025-04-21 | NP | EAFVX - 伊顿万斯重点价值机会基金 A 类 | 13,118 | 6.44 | 6,939 | 6.30 | ||||
| 2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 1,105 | 0.36 | 448 | -18.10 | ||||
| 2025-06-26 | NP | CVAR - 品种 ETF | 180 | 77 | ||||||
| 2025-08-08 | 13F | 安全金融服务公司 | 953 | 48.67 | 386 | 21.38 | ||||
| 2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 1,970 | 209.26 | 799 | 152.53 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 399,937 | 43.89 | 162,158 | 17.25 | ||||
| 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 | 1,907 | 52.80 | 773 | 24.48 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 280,728 | 12.17 | 113,824 | -8.60 | ||||
| 2025-08-05 | 13F | 子午线管理公司 | 10,166 | 91.02 | 4,754 | 79.53 | ||||
| 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 | 4,825,736 | 0.73 | 1,943,903 | -23.29 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 238,029 | 4.66 | 95,968 | -15.15 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 3,092 | 653 | ||||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 10,915 | 146.00 | 4,426 | 100.50 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 22,924 | 25.80 | 9,295 | 2.50 | ||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 32,555 | 6.72 | 13,966 | -23.41 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 148 | 60 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 3,316,154 | 2.84 | 1,344,567 | -16.21 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 63,647 | 4.43 | 25,807 | -14.90 | ||||
| 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 | -8,861 | -3,801 | |||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 48,579 | 11.58 | 19,697 | -9.08 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 96,443 | 20.39 | 47,990 | 15.15 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 178,061 | 9.75 | 72,197 | -10.57 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 1,492 | 7.73 | 605 | -12.34 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 35 | 14 | ||||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 4,132 | 0.73 | 1,675 | -17.93 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 6,440 | 2,611 | ||||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 6,608 | 6.49 | 2,835 | -23.59 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 265 | 107 | ||||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 9,316 | 8.76 | 3,997 | -21.95 | ||||
| 2025-09-03 | 13F | 美国信托 | 5,663 | 1.67 | 2,296 | -17.14 | ||||
| 2025-07-25 | 13F | 第1858章 | 554 | 225 | ||||||
| 2025-08-14 | 13F | Unisphere成立 | 2,060,000 | 5.64 | 835,248 | -13.92 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 22,472 | 6.59 | 9 | -10.00 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 75,000 | 30,410 | |||||
| 2025-06-26 | NP | JFCAX - 基本全盘核心基金 A 类 | 22,447 | 295.19 | 9,630 | 183.62 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,231 | 139.52 | 2,932 | 95.14 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 60 | 13.21 | 24 | -7.69 | ||||
| 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 | 140 | 300.00 | 60 | 200.00 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 3,430 | 183.71 | 1,391 | 131.28 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 1,463 | 117.38 | 589 | 65.92 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 3,266 | 35.35 | 1,562 | 52.69 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 11,903 | 1.34 | 4,826 | -17.42 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 1,139 | 110.15 | 462 | 71.38 | ||||
| 2025-08-13 | 13F | 麦克摩根公司 | 853 | 3.65 | 346 | -15.65 | ||||
| 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 | 30,100 | 181.31 | 12,913 | 101.91 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 141 | 67.86 | 57 | 39.02 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 19,580 | 139.69 | 7,939 | 95.32 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 113 | 9.71 | 56 | 5.66 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 4,393 | 1,781 | ||||||
| 2025-07-10 | 13F | 安德鲁希尔投资顾问公司 | 5,414 | 2,196 | ||||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 4,740 | 2 | ||||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 914 | 34.02 | 371 | 9.14 | ||||
| 2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 3,968 | 14.25 | 1,702 | -17.98 | ||||
| 2025-08-27 | NP | HEAT - Touchstone 气候转型 ETF | 616 | 35.38 | 250 | 10.18 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,194 | 1.88 | 512 | -26.86 | ||||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 42,395 | 12.77 | 17,189 | -8.11 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 2,300 | 27.78 | 933 | 4.13 | |||
| 2025-08-12 | 13F | 绗缝公司 | 276,111 | 14.98 | 111,952 | -6.31 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 12,346 | 56.46 | 5,006 | 27.48 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 207,794 | 323.02 | 84,252 | 244.70 | ||||
| 2025-07-29 | 13F | Koa 财富管理有限公司 | 4,144 | 3.50 | 1,680 | -15.66 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 264 | 30.69 | 107 | 7.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 527,200 | 31.67 | 213,759 | 7.29 | |||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 2,500 | 1,014 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,000,700 | 46.30 | 405,744 | 19.21 | |||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 5,168 | 2,095 | ||||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 41 | 41.38 | 17 | 14.29 | ||||
| 2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 118 | 26.88 | 71 | 40.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 409,901 | 172.40 | 166,198 | 121.96 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 22 | 1,000.00 | 9 | |||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 1,632 | 56.17 | 1 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 86,500 | 437.27 | 35,072 | 337.80 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 89,500 | 583.21 | 36,289 | 456.74 | |||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 5,363 | 6.11 | 2,174 | -13.52 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,714 | 6.06 | 695 | 1.31 | ||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 10,954 | 17.60 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,073,043 | 11.71 | 1,245,996 | -8.98 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 5,048 | 8.14 | 2,047 | -11.89 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 175 | 0.57 | 71 | -18.60 | ||||
| 2025-06-30 | NP | GGEFX - Summitry 股票基金 | 3,162 | 1,356 | ||||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 11,969 | 2,088.12 | 4,853 | 1,683.82 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 8,836 | 179.00 | 3,583 | 127.43 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 351,311 | 85.64 | 142,445 | 51.27 | ||||
| 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 | 94,479 | 1.49 | 40,531 | -27.16 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 41,759 | 1.38 | 16,931 | -17.39 | ||||
| 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 | 167,976 | 9.01 | 72,062 | -21.77 | ||||
| 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 | 1,153 | 21.37 | 495 | -12.87 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 7,006 | 5.10 | 2,841 | -14.38 | ||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 439 | 218 | ||||||
| 2025-08-01 | 13F | 莫特科 | 22,598 | 8.10 | 10,569 | 1.60 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 21 | 9 | ||||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 3,800 | 18.53 | 1,541 | -3.45 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 1,265 | 1.44 | 513 | -17.42 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 442 | 1.38 | 179 | -17.51 | ||||
| 2025-08-22 | NP | MSHPX - 永久性投资组合类别 IS | 51 | 628.57 | 21 | 566.67 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,903 | 105.73 | 772 | 67.61 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 614 | 249 | ||||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 15,207 | 14.61 | 6,126 | -12.72 |
