机构和基金投资人持股 - 买家
在高通公司中开设新头寸的主要持有者包括 ADAPT 投资管理公司, 声音观察资本有限责任公司, 美世全球顾问公司 /adv, PNOPX - PUTNAM 可持续领袖基金 A 类股票, Glenmede投资管理有限公司, ADAPT 投资管理公司, 中西部信托公司, 价值一致研究顾问有限责任公司, GRNY - Fundstrat Granny Shots 美国大盘股 ETF, Meridiem资本合伙公司, 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级, CSM 顾问有限责任公司, KDHAX - DWS CROCI 股票股息基金 A 类, CLCEX - 多经理大盘成长策略基金机构类, MKP 资本管理有限公司, 瑞穗证券美国有限公司, PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票, CFJAX - Calvert 美国大盘价值责任指数基金 A 类, 霍兰财富有限责任公司, 和 BLI - 卢森堡投资银行 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,343,949 | 3.14 | 214,037 | 6.94 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 6,500 | 10.17 | 1,035 | 14.24 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 293,351 | 7.39 | 43,551 | -7.81 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 17,240 | 4.71 | 2,746 | 8.54 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,034,347 | 6.51 | 164,937 | 13.39 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 8,084 | 53.05 | 1,287 | 58.69 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 10,226 | 0.39 | 1,485 | -7.25 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 8,322,426 | 34.42 | 1,325 | 39.33 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 145,300 | 3.20 | 23 | 9.52 | |||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 95,395 | 20.22 | 13,851 | 11.07 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 2,398 | 1.48 | 382 | 5.25 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 6,183 | 17.15 | 985 | 21.48 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 6,509 | 0.82 | 1,037 | 4.54 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 37,100 | 7.54 | 5,909 | 11.49 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 6,559 | 46.24 | 1,045 | 51.74 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 210 | 28.05 | 34 | 32.00 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 7,151,386 | 2.31 | 1,038,381 | -5.48 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 60 | 9 | ||||||
| 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 | 1,588,089 | 8.13 | 230,591 | -0.11 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 2,457 | 6.59 | 391 | 10.76 | ||||
| 2025-07-11 | 13F | 春天资本管理有限公司 | 57,844 | 0.02 | 9,212 | 3.70 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 11,324 | 1.47 | 1,803 | 5.19 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 19,318 | 1.16 | 3,077 | 4.88 | ||||
| 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 | 40,194 | 8.15 | 6,401 | 12.12 | ||||
| 2025-08-13 | 13F | 北伯克利财富管理有限责任公司 | 1,276 | 203 | ||||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,243,740 | 8.32 | 184,646 | -7.01 | ||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 13,152 | 1.16 | 2,095 | 4.86 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 84,029 | 246.13 | 12,201 | 219.82 | ||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 2,472 | 1.23 | 394 | 4.80 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 33,133 | 5,277 | ||||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 2,878 | 45.87 | 442 | 45.87 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 14 | 40.00 | 2 | 100.00 | ||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,762 | 0.61 | 1,417 | -7.08 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 17,073 | 0.02 | 2,719 | 3.70 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 439,176 | 43.95 | 69,883 | 49.21 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 31,675 | 5.28 | 5,044 | 9.15 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 9,792 | 4.67 | 1,559 | 8.49 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 3,552 | 0.62 | 566 | 4.24 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 6,039 | 5.10 | 962 | 8.96 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 55,283 | 4.00 | 8,804 | 7.83 | ||||
| 2025-08-26 | NP | BVOIX - Barrow Hanley 美国价值机会基金机构股份 | 9,663 | 17.67 | 1,539 | 21.97 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -30,386 | 0.56 | -4,511 | -13.67 | |||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 77 | 11 | ||||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 3,000 | 4.13 | 470 | 12.20 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 6,761 | 0.36 | 1,077 | 4.06 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 6,000 | 30.43 | 891 | 11.95 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 6,385 | 0.73 | 1,017 | 4.42 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 10,460 | 3.98 | 2 | 0.00 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 16,558 | 18.47 | 2,404 | 9.47 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 614,306 | 9.89 | 89,197 | 1.52 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 269,092 | 6.39 | 42,856 | 10.30 | ||||
| 2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 15,900 | 2,361 | ||||||
| 2025-07-17 | 13F | 海岸线信托公司 | 21,883 | 0.09 | 3,485 | 3.78 | ||||
| 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 | 13,953,673 | 0.28 | 2,026,073 | -7.36 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 4,065 | 3.57 | 647 | 7.48 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 6,949 | 1.94 | 1 | 0.00 | ||||
| 2025-08-25 | NP | GRID - First Trust 纳斯达克 Clean Edge 智能电网基础设施指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 159,252 | 9.44 | 25,362 | 13.46 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 54,470 | 0.19 | 8 | 0.00 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 441 | 16.67 | 0 | |||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 137,579 | 22 | ||||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 3,097 | 493 | ||||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 8,089 | 2.89 | 1,288 | 6.71 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 48 | 7 | ||||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 11,817 | 13.46 | 1,882 | 17.64 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 4,432 | 706 | ||||||
| 2025-08-15 | 13F | 公平控股公司 | 16,506 | 3.81 | 2,629 | 7.62 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 1,470 | 16.02 | 213 | 7.04 | ||||
| 2025-08-01 | 13F | KS联合资本管理公司 | 10,323 | 4.42 | 1,644 | 8.23 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 16,040 | 0.60 | 2,555 | 4.29 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,481 | 236 | ||||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 6,097 | 2.13 | 971 | 5.78 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 76,125 | 2.07 | 11,302 | -12.37 | ||||
| 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 | 410,497 | 2.98 | 65,376 | 6.76 | ||||
| 2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 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 | 573,200 | 14.71 | 85,097 | -1.52 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 75,000 | 4.17 | 11,944 | 8.00 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 549 | 27.38 | 82 | 9.46 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 3,890 | 4.88 | 620 | 8.79 | ||||
| 2025-03-26 | 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 | 225,173 | 29.61 | 38,939 | 37.71 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 316 | 18.35 | 50 | 21.95 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 2,370 | 22.16 | 377 | 26.51 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 3,895 | 3.32 | 620 | 7.08 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 1,003 | 10.95 | 0 | |||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 10,102 | 0.18 | 1,609 | 3.88 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 653,685 | 13.35 | 104,106 | 17.52 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 8,447 | 1,345 | ||||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 20,941 | 2.57 | 3,335 | 6.35 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 14,180 | 8.11 | 2,059 | -0.15 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -1,653 | -2.54 | -263 | 1.15 | |||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 62,044 | 1.04 | 9,881 | 4.76 | ||||
| 2025-08-13 | 13F | Certior 金融集团有限公司 | 2,746 | 0.51 | 437 | 4.30 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 84,676 | 1.72 | 13,486 | 5.47 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 1,561 | 1.69 | 249 | 5.53 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 3,937 | 1.36 | 605 | 1.34 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 559,355 | 0.80 | 81,218 | -6.88 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 39,941 | 3.12 | 6 | 20.00 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 59,246 | 12.71 | 9,436 | 16.86 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 4,588 | 23.77 | 731 | 28.30 | ||||
| 2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 703 | 20.79 | 112 | 24.72 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 28,800 | 1.77 | 4,587 | 5.50 | |||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 203,193 | 3.70 | 32,361 | 7.52 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 149 | 24 | ||||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 18,848 | 3,002 | ||||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 12,041 | 4.44 | 1,777 | 6.16 | ||||
| 2025-07-21 | 13F | 金融委员会资产管理公司 | 1,261 | 201 | ||||||
| 2025-08-11 | 13F | LSV资产管理 | 3,343,280 | 1.05 | 532 | 4.72 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 1,636 | 260 | ||||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 35,276 | 1.15 | 5,618 | 4.87 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 3,778 | 24.11 | 549 | 14.64 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 89,762 | 0.51 | 14,295 | 4.21 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 24,704 | 8.80 | 3,934 | 12.82 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 3,259 | 53.36 | 564 | 63.19 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 141,468 | 17.62 | 22,538 | 22.00 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 5,000 | 796 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 4,500 | 717 | |||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 3,390 | 0.98 | 540 | 4.66 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 1,828 | 5.91 | 291 | 9.81 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 5,488 | 38.80 | 797 | 28.18 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,059 | 6.43 | 154 | -1.92 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,246,597 | 6.65 | 357,793 | 10.58 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 223,034 | 3.65 | 35,520 | 7.46 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 47,754 | 11.21 | 7,605 | 15.30 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 6,105 | 1,196.18 | 906 | 1,018.52 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,906 | 12.68 | 2,852 | 16.80 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 4,135,200 | 17.26 | 658,572 | 21.57 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 1,204,755 | 14.10 | 191,869 | 18.30 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 746,800 | 44.78 | 119 | 49.37 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 4,579,100 | 6.87 | 729,267 | 10.80 | |||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 8,314 | 662.05 | 1,324 | 604.26 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 313,900 | 1.45 | 49,992 | 5.19 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 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 | 835 | 1.58 | 133 | 4.76 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 31,891 | 20.98 | 5,079 | 25.41 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 16,864 | 2.13 | 2,475 | 0.94 | ||||
| 2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,892 | 10.20 | 3,805 | 14.26 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 56,367 | 14.16 | 8,184 | 5.46 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 50,398 | 8 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 587,400 | 1.07 | 94 | 4.49 | |||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 5,323 | 0.89 | 848 | 4.57 | ||||
| 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 | 1,110,661 | 2.53 | 161,268 | -5.28 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 44,091 | 176.10 | 6,546 | 137.05 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 10,227 | 215.75 | 2 | |||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 112,045 | 0.28 | 17,844 | 3.97 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 4,190 | 0.60 | 667 | 4.38 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 374,629 | 3.42 | 59,663 | 7.23 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 24,052 | 0.20 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 35,276 | 5.54 | 5,618 | 9.43 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 3,836 | 11.38 | 611 | 15.31 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 16,529 | 1.10 | 2,632 | 4.82 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 20,220 | 11.26 | 2,936 | 2.77 | ||||
| 2025-05-12 | 13F | Pinpoint资产管理有限公司 | 1 | 0 | ||||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 4,788 | 0.97 | 763 | 4.67 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 844 | 2.18 | 123 | -5.43 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 100 | 16 | ||||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 180,000 | 50.00 | 28,667 | 55.51 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 29,109 | 104.98 | 4,475 | 114.58 | ||||
| 2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 113 | 3.67 | 18 | 6.25 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 11,735 | 3.49 | 1,869 | 7.29 | ||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 4,479 | 32.95 | 713 | 37.91 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 23,619 | 0.10 | 3,762 | 3.78 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 17,956 | 17.31 | 2,666 | 0.68 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 28,091 | 4.32 | 4,170 | -10.44 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 50 | 4.17 | 8 | 16.67 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 3,680 | 5.20 | 586 | 9.12 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 165,334 | 3.66 | 26,332 | 7.50 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 4,439 | 9.63 | 707 | 13.69 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 2,601 | 8.56 | 386 | -6.76 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 14,731 | 40.19 | 2,346 | 45.35 | ||||
| 2025-07-23 | 13F | Motiv8 投资有限责任公司 | 7,473 | 12.06 | 1,190 | 16.21 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 4,720 | 1.51 | 752 | 5.18 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 5,615 | 2.05 | 888 | 12.28 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 286,687 | 9.16 | 42,562 | -6.28 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 2,795 | 445 | ||||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 29,959 | 5.11 | 4,350 | -2.88 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 643,329 | 671 | ||||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 2,808 | 32.58 | 431 | 32.62 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 9,965 | 1.44 | 1,587 | 5.17 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 456,128 | 14.19 | 72,643 | 18.39 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 1,956 | 8.55 | 312 | 12.68 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 5,963 | 55.85 | 950 | 61.67 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 197,194 | 2.18 | 31 | 6.90 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 4,200 | 669 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 80,992 | 77.33 | 12,024 | 52.24 | ||||
| 2025-07-09 | 13F | Presidio 资本管理有限公司 | 2,845 | 0.11 | 453 | 3.90 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 4,053 | 6.69 | 645 | 10.63 | ||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 16,029 | 229.21 | 2,553 | 306.37 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 9,951 | 11.76 | 1,585 | 15.87 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,177 | 0 | ||||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,949,218 | 1.08 | 437,841 | -13.22 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 9,332 | 32.63 | 1,385 | 13.90 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 877 | 99.77 | 64 | 3.28 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 177,952 | 92.49 | 28,209 | 105.37 | ||||
| 2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 6,978,481 | 7.04 | 1,111,393 | 10.97 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 6,713 | 1.90 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,295,458 | 1.95 | 363,417 | 7.68 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 34,045 | 1,605.66 | 4,943 | 1,479.23 | ||||
| 2025-07-18 | 13F | 唐纳德·L·哈根有限责任公司 | 11,602 | 22.63 | 1,848 | 27.12 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 1,431 | 1.35 | 228 | 5.09 | ||||
| 2025-08-14 | 13F | 坚决资本资产合作伙伴有限责任公司 | 34,904 | 5,559 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 304 | 0.66 | 48 | 4.35 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 45,668 | 32.70 | 7,273 | 37.59 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 3,522 | 0.95 | 561 | 4.67 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 165,666 | 0.51 | 26,384 | 4.20 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 9,176 | 19.40 | 1,461 | 23.81 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 2,591 | 11.11 | 385 | -4.71 | ||||
| 2025-07-23 | 13F | 湖滨顾问公司 | 3,300 | 0.06 | 526 | 3.75 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 14,855 | 15.39 | 2,366 | 8.04 | ||||
| 2025-08-08 | 13F | 托巴姆 | 1,926 | 38.76 | 0 | |||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 27,187 | 2.92 | 4,330 | 6.70 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 36,165 | 0.42 | 5,759 | 4.10 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 7,610 | 0.53 | 1,212 | 4.22 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 37,661 | 65.46 | 5,998 | 71.54 | ||||
| 2025-08-25 | NP | FAI - First Trust Bloomberg 人工智能 ETF | 2,076 | 31.39 | 331 | 36.36 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 151,925 | 4.60 | 24,209 | 19.70 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 36,862 | 0.17 | 6 | 0.00 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 4,497 | 110.44 | 712 | 117.07 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 113,549 | 18,084 | ||||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,853 | 9.25 | 2,592 | 0.93 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 10,961 | 87.18 | 1,746 | 94.10 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 90 | 25.00 | 0 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 528,285 | 6.15 | 84,132 | 10.05 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 27,226 | 2.66 | 4,336 | 6.46 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 1,627 | 259 | ||||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 312,830 | 13.20 | 49,821 | 17.37 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 1,717 | 17.84 | 273 | 22.42 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 521 | 11.32 | 83 | 15.49 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 3,367 | 0.12 | 536 | 3.88 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 282,391 | 49.15 | 44,974 | 54.64 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 11,399 | 12.00 | 1,815 | 16.12 | ||||
| 2025-07-16 | 13F | 剑桥顾问公司 | 3,051 | 1.84 | 486 | 5.43 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 16,869 | 2.22 | 2,687 | 6.00 | ||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 17,069 | 0.07 | 2,718 | 3.74 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 2,842 | 30.19 | 453 | 34.93 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 239 | 38 | ||||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 44,500 | 6.71 | 7,087 | 10.65 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 43,270 | 304.01 | 6,891 | 318.91 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 219,386 | 32,570 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 22,319 | 12.55 | 3,555 | 16.68 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 7,095 | 1,682.66 | 1,131 | 1,752.46 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,442 | 230 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 23,980 | 1.84 | 3,819 | 5.58 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 132,100 | 0.56 | 21,038 | 4.25 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 98,589 | 15,701 | ||||||
| 2025-08-12 | 13F | 维维集团有限公司 | 4,735 | 0.06 | 754 | 3.86 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 7,204 | 1,147 | ||||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 10,507 | 2.69 | 1,669 | 16.08 | ||||
| 2025-07-22 | 13F | 人民银行 | 28,248 | 79.53 | 4 | 100.00 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,791 | 7.72 | 405 | -0.49 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 9,294 | 35.44 | 1,480 | 40.42 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 8,390 | 0.31 | 1,336 | 4.05 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 2,158 | 5.89 | 344 | 9.58 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 35,222 | 5,609 | ||||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 12,991 | 52.82 | 1,886 | 52.84 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 1,290 | 205 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,748,806 | 1.49 | 278,515 | 5.23 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,701 | 271 | ||||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 4,741 | 1.26 | 755 | 5.01 | ||||
| 2025-03-27 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 2,464 | 2.33 | 426 | 8.95 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 7,205 | 76.51 | 1,147 | 82.93 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,176 | 31.43 | 5,688 | 21.43 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 15,235 | 9.68 | 2,426 | 13.74 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 56,673 | 1.14 | 9,026 | 4.86 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 109,839 | 214.11 | 15,949 | 190.23 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 213 | 21,200.00 | 34 | |||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 10,638 | 9.60 | 1,690 | 14.34 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 6 | 1 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 118,500 | 52.31 | 18,872 | 57.92 | |||
| 2025-07-11 | 13F | 贝尔银行 | 3,961 | 4.32 | 631 | 8.06 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 693 | 57.14 | 103 | 34.21 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 10,023 | 0.20 | 1,596 | 3.91 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 4,037 | 27.59 | 586 | 17.91 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 1,953 | 0.05 | 311 | 4.01 | ||||
| 2025-08-13 | 13F | ESG规划 | 2,038 | 0.79 | 325 | 4.52 | ||||
| 2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 4,104 | 144.72 | 645 | 120.14 | ||||
| 2025-08-26 | NP | WAR - 美国全球科技和航空航天及国防 ETF | 2,186 | 348 | ||||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 3,261 | 79.27 | 519 | 86.02 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 36,333 | 13.82 | 5,786 | 18.01 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 230,600 | 17.12 | 36,721 | 21.50 | |||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 56,172 | 47.72 | 8,946 | 53.14 | ||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 10,552 | 6.99 | 1,681 | 10.96 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 12,601 | 36.80 | 1,871 | 17.46 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 3,839,511 | 11.77 | 570,014 | -4.05 | ||||
| 2025-08-27 | NP | PISYX - 胜利先锋内在价值基金Y类 | 176 | 28 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 66 | 450.00 | 4 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 50,613 | 6.28 | 8,061 | 10.18 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 41,006 | 0.23 | 6,531 | 3.91 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 448,444 | 4.18 | 65,114 | -3.75 | ||||
| 2025-07-03 | 13F | 贤者资本顾问有限公司 | 20,198 | 17.46 | 3,217 | 21.77 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 4,973 | 0.51 | 792 | 4.21 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 2,575 | 3,743.28 | 405 | 3,572.73 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 7,624 | 59.93 | 1,214 | 65.85 | ||||
| 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 | 1,191,177 | 1.99 | 189,707 | 5.74 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 2,336,973 | 507.65 | 372,186 | 530.00 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 41,024 | 4.25 | 6,090 | -10.51 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 18,686 | 4.87 | 2,976 | 8.70 | ||||
| 2025-08-14 | 13F | 尼亚影响顾问有限公司 | 1,525 | 1.33 | 243 | 4.76 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 30,000 | 24 | ||||||
| 2025-08-12 | 13F | 价值工作有限公司 | 58,435 | 0.51 | 9,306 | 4.20 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 2,704 | 0.48 | 431 | 4.12 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 6,741 | 38.85 | 1,001 | 19.19 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 2,899 | 174.79 | 462 | 184.57 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 2,128 | 17.44 | 316 | 0.64 | ||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 30,819 | 0.75 | 4,908 | 4.45 | ||||
| 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 | 135,413 | 6.97 | 19,662 | -1.18 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 82 | 10.81 | 13 | 18.18 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,158 | 4.60 | 662 | 8.52 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 35,865 | 5.48 | 5,712 | 9.34 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 16,328 | 0.34 | 2,600 | 4.04 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 5,896 | 3.06 | 939 | 6.83 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 4,397 | 0.07 | 700 | 3.86 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 153,544 | 24,453 | ||||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,802,148 | 13.24 | 416,007 | -2.78 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 89,677 | 253.96 | 14,282 | 267.03 | ||||
| 2025-07-28 | NP | TOWTX - Towpath 科技基金机构股份类别 | 1,050 | 152 | ||||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 1,280 | 204 | ||||||
| 2025-08-12 | 13F | 量子私人财富有限责任公司 | 21,185 | 0.20 | 3,374 | 3.88 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,066 | 0.09 | 170 | 3.68 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 2,556,849 | 0.38 | 407,204 | 4.08 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,506 | 57.23 | 6,607 | 34.97 | ||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 1,676 | 17.12 | 267 | 21.46 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 32,272 | 52.20 | 4,791 | 30.69 | ||||
| 2025-05-30 | NP | WBAT - WisdomTree 电池价值链和创新基金 NA | 133 | 0.76 | 20 | 0.00 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 40,000 | 125.99 | 6,370 | 134.36 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 29,608 | 7.39 | 4,396 | -7.80 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 375,898 | 3.61 | 59,865 | 8.05 | ||||
| 2025-07-30 | NP | AIQ - Global X 未来分析科技 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 438,168 | 0.15 | 63,622 | -7.48 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 7,653 | 12.61 | 1,219 | 16.78 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 3,420 | 0.09 | 545 | 13.81 | ||||
| 2025-05-30 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 734,900 | 43.25 | 112,888 | 10.47 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 3,005 | 0.23 | 479 | 3.91 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 63,613 | 84.98 | 10,131 | 91.78 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 55 | 1.85 | 9 | 0.00 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 5,503 | 111.98 | 876 | 120.10 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 1,715 | 273 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 3,330 | 530 | ||||||
| 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 | 30,580 | 9.45 | 4,540 | -6.04 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 21,657 | 7.99 | 3,392 | 10.60 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 13,959 | 3.19 | 2,232 | 14.29 | ||||
| 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 | 179,910 | 23.58 | 26,123 | 14.16 | ||||
| 2025-08-21 | NP | SMHX-VanEck 无晶圆厂半导体 ETF | 15,388 | 29.31 | 2,451 | 34.10 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 48,217 | 20.93 | 7,679 | 25.37 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 8,986 | 11.36 | 1,431 | 15.50 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 15,489 | 1,009.53 | 2 | |||||
| 2025-07-08 | 13F | NBC 证券公司 | 10,992 | 22.21 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 3,910 | 11.59 | 623 | 15.61 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 8,256 | 248.21 | 1,315 | 227.68 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 12,410 | 1,976 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 484,100 | 18.97 | 77,098 | 23.35 | |||
| 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 | 248,833 | 0.24 | 39,629 | 13.66 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 30,300 | 51.50 | 4,826 | 57.06 | |||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 196,500 | 31,295 | |||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 4,946 | 7.92 | 788 | 11.79 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,030,000 | 0.25 | 323,298 | 3.93 | ||||
| 2025-08-19 | 13F | Marex 集团 | 3,984 | 634 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 234,745 | 1.10 | 37,385 | 4.81 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 24,088 | 0.06 | 3,836 | 3.76 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 6,035 | 215.14 | 961 | 226.87 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 7,829 | 5.30 | 1,247 | 9.11 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 44,405 | 29.17 | 6,821 | 29.19 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 3,870 | 2.22 | 616 | 6.02 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value 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 | 1,355 | 123.23 | 201 | 84.40 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 3,939 | 9.23 | 627 | 13.38 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 49,100 | 16.63 | 8 | 16.67 | |||
| 2025-07-17 | 13F | 宝盛财富管理 | 2,634 | 3.33 | 419 | 7.16 | ||||
| 2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 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 | 401,716 | 912,890.91 | 59,639 | 851,871.43 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 200,361 | 9.58 | 31,910 | 13.61 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 110,093 | 9.49 | 17,533 | 13.52 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 7,543 | 5.56 | 1,201 | 9.48 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 25,369 | 4,040 | ||||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 13,860 | 20.85 | 2,207 | 25.33 | ||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 13,783 | 8.79 | 2,046 | -6.58 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 42,749 | 7.70 | 6,808 | 11.66 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 20,597 | 8.24 | 3,280 | 12.21 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 2,561 | 8.70 | 408 | 12.74 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,968 | 3.69 | 302 | 3.78 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 4,027 | 7.19 | 641 | 11.09 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -134 | -191.72 | ||||||
| 2025-08-05 | 13F | Mma资产管理有限公司 | 4,357 | 3.30 | 694 | 7.11 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 166,946 | 2.56 | 26,588 | 6.34 | ||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 1,645 | 0.55 | 262 | 15.42 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 6,425 | 26.10 | 1,023 | 30.82 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 10,434 | 0.05 | 1,662 | 3.75 | ||||
| 2025-08-28 | NP | VFLO - VictoryShares 自由现金流 ETF | 1,075,791 | 51.45 | 171,330 | 57.02 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 49,313 | 201.17 | 7,854 | 212.25 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 68,088 | 2.53 | 10,844 | 6.29 | ||||
| 2025-05-28 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 488,900 | 75,100 | ||||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,992 | 11.10 | 317 | 15.27 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 43,719 | 1.84 | 6,963 | 5.58 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 17,380 | 3.28 | 2,580 | -11.34 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 30,063 | 991.61 | 4,788 | 1,031.68 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 13,818 | 2,051 | ||||||
| 2025-08-12 | 13F | 熵技术有限公司 | 81,817 | 41.44 | 13,030 | 46.65 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 238,598 | 0.79 | 37,999 | 4.50 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,622 | 24.34 | 577 | 28.86 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 2,091 | 0.67 | 333 | 4.39 | ||||
| 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 | 505,374 | 0.89 | 75,028 | -13.39 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 2,030 | 3.89 | 323 | 7.67 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 18,599 | 11.11 | 2,962 | 15.21 | ||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 493,511 | 11.95 | 75,808 | 11.94 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 121,052 | 81.00 | 19,279 | 87.66 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 4,798 | 764 | ||||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 10,529 | 4.42 | 1,677 | 8.27 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 163,417 | 4.91 | 26,026 | 8.76 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 101,691 | 1.40 | 16,195 | 5.13 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 108,215 | 5.34 | 17,234 | 9.21 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 683,100 | 7.68 | 108,299 | 11.78 | |||
| 2025-08-13 | 13F | 阿尔法家族信托 | 7,060 | 1.58 | 1,124 | 5.34 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 222,873 | 2.85 | 32,361 | -4.99 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 2,850 | 0.78 | 454 | 4.38 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 19,687 | 3.96 | 3,135 | 7.77 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 50,813 | 1.81 | 8,092 | 5.56 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 133,214 | 19,777 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 110,300 | 20.02 | 17,566 | 24.44 | |||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 82,207 | 0.89 | 13,092 | 4.60 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 11,743 | 0.11 | 1,870 | 3.83 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 109,753 | 12.41 | 17,479 | 16.54 | ||||
| 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 | 31,051 | 0.35 | 4,509 | -7.30 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,588 | 5.74 | 1,102 | -2.31 | ||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Put | 216,700 | 34,512 | |||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 41,278 | 0.52 | 6,574 | 10.25 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 294 | 8.89 | 47 | 12.20 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 2,765 | 7.76 | 438 | 11.17 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 1,980 | 6.45 | 315 | 10.53 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 1,610 | 256 | ||||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 6,868 | 6.46 | 1,094 | 10.40 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 1,110,200 | 28.96 | 176,810 | 33.70 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 1,258,800 | 25.12 | 200,476 | 29.72 | |||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 1,520 | 233 | ||||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 6,800 | 9.73 | 1,083 | |||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 1,592 | 254 | ||||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 8,236 | 3.56 | 1,312 | 7.37 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 246 | 0.41 | 0 | |||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 2,420,054 | 0.19 | 385,417 | 3.88 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 94,807 | 3.76 | 15,099 | 7.58 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 1,320,137 | 7.19 | 210,253 | 11.15 | ||||
| 2025-08-14 | 13F | 南岸银行 | 42,358 | 4.16 | 6,746 | 7.99 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 983 | 1,412.31 | 145 | -1.37 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 2,752 | 59.35 | 438 | 65.28 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,730 | 29.30 | 276 | 34.15 | ||||
| 2025-06-30 | NP | GGME - 景顺动态媒体 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 | 62,055 | 456.50 | 9,213 | 377.80 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,432 | 228 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 95,707 | 9.08 | 15,242 | 13.10 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 52,700 | 98.12 | 8 | 100.00 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 4,968 | 81.45 | 791 | 88.33 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,744 | 7.82 | 437 | 12.05 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 12,818 | 1.78 | 2,043 | 16.49 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 33,282 | 2.85 | 5,300 | 6.64 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 64,424 | 0.60 | 10,260 | 4.30 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 354 | 6.63 | 56 | 12.00 | ||||
| 2025-08-28 | NP | XSD - SPDR(R) S&P(R) 半导体 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 | 224,063 | 10.67 | 35,684 | 14.75 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 14,900 | 50.51 | 2,373 | 56.05 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 300 | 48 | |||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 3,648 | 1 | ||||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 1,365 | 217 | ||||||
| 2025-05-29 | NP | JAFSX - 科学技术信托资产净值 | 80,624 | 38.48 | 12,385 | 6.80 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 15,777 | 7.96 | 2,513 | 11.94 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 5,160 | 23.33 | 822 | 27.88 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 5,165 | 82.51 | 823 | 89.40 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 46,991 | 1.58 | 6,976 | -12.80 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 1,036 | 70.11 | 154 | 45.71 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 2,686 | 2.48 | 428 | 6.22 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 16,614 | 373.20 | 2,646 | 390.72 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 2,619 | 32.94 | 389 | 14.12 | ||||
| 2025-04-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 10,322 | 67.32 | 1,622 | 66.02 | ||||
| 2025-07-30 | 13F | CORDA 投资管理有限公司。 | 22,474 | 18.60 | 3,579 | 22.99 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 2,763 | 37.87 | 410 | 18.50 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Call | 232,200 | 35.71 | 37 | 38.46 | |||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 9,977 | 9.34 | 1,582 | 13.50 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 213 | 0.47 | 34 | 3.13 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 17,206 | 2.56 | 2,740 | 6.37 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 2,441 | 0.04 | 389 | 3.74 | ||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 142,273 | 2.04 | 22,658 | 5.80 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 1,704 | 8.95 | 262 | 8.75 | ||||
| 2025-08-14 | 13F | 阿卡斯有限公司 | 1,400 | 219 | ||||||
| 2025-07-23 | 13F | 吉尔德投资管理公司 | 17,264 | 20.69 | 2,750 | 25.13 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 243 | 200.00 | 39 | 216.67 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 8,547 | 13.61 | 1,362 | 17.52 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 295,429 | 34.61 | 42,896 | 24.36 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 94,843 | 2.43 | 15,104 | 6.20 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,317,045 | 9.38 | 481,635 | 1.05 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 58,802 | 28.73 | 9,367 | 32.28 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 1,552 | 0.32 | 247 | 4.22 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 3,347 | 2.29 | 533 | 6.18 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 9,055 | 4.40 | 1,442 | 8.26 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 32,582 | 4.16 | 5,189 | 7.99 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 215,873 | 1.13 | 32,049 | -13.18 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 6,528 | 14.97 | 1,032 | 18.23 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 25,652 | 210.86 | 4,085 | 222.42 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 11,533,094 | 38.18 | 1,866,451 | 59.13 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 31,578 | 36.57 | 5,029 | 41.62 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 8,870 | 4.33 | 1,413 | 8.20 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 50,517 | 22.79 | 8,045 | 27.31 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 218,680 | 1.96 | 34,827 | 5.71 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | Call | 101,200 | 16,117 | |||||
| 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 | 42 | 16.67 | 6 | 0.00 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 1,810 | 6.72 | 288 | 10.77 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 48,052 | 1,876.64 | 7,653 | 1,951.47 | ||||
| 2025-08-26 | NP | ARTY - iShares 机器人和人工智能多部门 ETF | 19,742 | 12.97 | 3,144 | 17.14 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 1,606 | 9.70 | 256 | 13.84 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 1,748 | 18.51 | 278 | 23.01 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 2,069 | 6.87 | 330 | 10.77 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 135,010 | 6.78 | 21,502 | 10.70 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,556 | 6.90 | 407 | 10.90 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 4,412 | 16.23 | 703 | 20.41 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 2,801 | 4.91 | 446 | 8.78 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 2,794 | 445 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 19,492,991 | 4.05 | 3,104,454 | 7.87 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 39 | 6 | ||||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 266,134 | 8.20 | 42,193 | 12.33 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,970 | 161.62 | 314 | 172.17 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 6,314 | 1.74 | 1,006 | 5.46 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 180,681 | 31.18 | 28,775 | 36.01 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 23,883 | 140.27 | 3,804 | 149.21 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 65,691 | 29.26 | 9,752 | 10.97 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 10,456 | 2.88 | 1,665 | 6.66 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 4,136 | 659 | ||||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 1,023,746 | 13.13 | 148,648 | 4.51 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 32,892 | 22.31 | 5,238 | 26.80 | ||||
| 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 | 30,700 | 15.41 | 4,558 | -0.91 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,805 | 14.24 | 287 | 18.60 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 63,333 | 8.20 | 10,086 | 12.18 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 2,942 | 469 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 42,345 | 23.02 | 7 | 20.00 | ||||
| 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 | 2,050,524 | 0.21 | 297,736 | -7.42 | ||||
| 2025-08-06 | 13F | 南州公司 | 7,646 | 43.00 | 1,218 | 48.23 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 63,582 | 1.52 | 10,126 | 5.26 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 4,631 | 4.66 | 688 | -10.20 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 19,116 | 6.56 | 3,044 | 10.49 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 596 | 727.78 | 95 | 754.55 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 694,600 | 60.90 | 110,622 | 66.82 | |||
| 2025-04-01 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 7,970 | 5.70 | 1,378 | 12.31 | ||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 9,489 | 2.36 | 1,511 | 6.18 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 159,263 | 0.08 | 25,364 | 3.76 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 73,455 | 50.24 | 11,698 | 55.77 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,471 | 0 | ||||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 35,186 | 3.96 | 5,604 | 7.79 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 80 | 31.15 | 14 | 44.44 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 5,560 | 10.98 | 885 | 15.08 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 1,078 | 8.34 | 172 | 12.50 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 90,984 | 2.85 | 14,490 | 6.63 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 2,312 | 10.20 | 368 | 14.29 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 79,309 | 7.36 | 11,516 | -0.81 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 1,378,884 | 14.70 | 219,601 | 18.92 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 3,510 | 22.68 | 559 | 27.33 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 18,040 | 11.58 | 2,619 | 3.07 | ||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 6,893 | 1,098 | ||||||
| 2025-07-15 | 13F | 韦拉策略公司 | 4,292 | 7.09 | 683 | 11.06 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 4,971 | 2.88 | 792 | 6.60 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 9,357 | 12.03 | 1,490 | 16.13 | ||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,235 | 157.16 | 3,895 | 110.94 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 1,296 | 206 | ||||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 564 | 3.87 | 90 | 7.23 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 1,409 | 224 | ||||||
| 2025-07-10 | 13F | 科扎克联合公司 | 2,712 | 0.41 | 432 | 14.89 | ||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 1,867 | 0.59 | 297 | 4.21 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,357,790 | 8.06 | 216,249 | 12.04 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 18,300 | 2,914 | |||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 50,807 | 15.52 | 8,092 | 19.76 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 1,421 | 14.50 | 226 | 18.95 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 19,500 | 3,106 | |||||
| 2025-08-12 | 13F | 私人管理集团公司 | 29,003 | 1,223.73 | 4,619 | 1,274.70 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 14,152 | 45.96 | 2,254 | 51.31 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 980 | 60.13 | 156 | 67.74 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 29,278 | 11.35 | 4,663 | 15.42 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 227,556 | 36,241 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 9,513 | 23.37 | 1,515 | 27.96 | ||||
| 2025-08-27 | NP | GBVCX - 胜利先锋全球价值基金C类 | 227 | 24.04 | 36 | 28.57 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 2,105 | 9.07 | 335 | 13.18 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 3,565 | 1.22 | 568 | 4.81 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 150,149 | 4.72 | 23,913 | 8.57 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 113,750 | 18,116 | ||||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 25,930 | 5.47 | 4,130 | 9.35 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 119,079 | 0.37 | 18,965 | 4.07 | ||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 6,329 | 940 | ||||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 1,906 | 293 | ||||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,595 | 98.85 | 413 | 106.50 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 4,079 | 4.22 | 1 | |||||
| 2025-08-05 | 13F | 西区投资管理公司 | 23,394 | 1.69 | 3,727 | 5.52 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,483 | 64.05 | 220 | 47.65 | ||||
| 2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 256,221 | 17.90 | 40,806 | 22.24 | ||||
| 2025-05-30 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 971 | 75.59 | 149 | 77.38 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 10,126 | 53.35 | 1,470 | 41.76 | ||||
| 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 | 67 | 21.82 | 10 | 0.00 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 8 | 1 | ||||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 60,709 | 11.45 | 9,669 | 15.55 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 6,717 | 15.71 | 1,070 | 19.98 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 58,123 | 2.21 | 9,257 | 5.96 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 2,609 | 416 | ||||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 82,424 | 19.93 | 13,127 | 24.33 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 11,904 | 8.79 | 1,896 | 12.80 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 1,675 | 3.84 | 267 | 7.69 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 6,312 | 1,005 | ||||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 7,553 | 0.15 | 1,121 | -8.64 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 92,370 | 2.42 | 14,711 | 6.19 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 200 | 471.43 | 32 | 520.00 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 7,092 | 10.42 | 1,129 | 14.50 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 266,772 | 1.31 | 42,486 | 5.04 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 3,262,904 | 18.49 | 520 | 22.99 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 2,033 | 324 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 17,423 | 17.11 | 2,530 | 8.17 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 5,820 | 1,059.36 | 927 | 1,102.60 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,558 | 20.49 | 231 | 3.59 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 6,353 | 1,012 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 36,662 | 1.44 | 5,839 | 5.17 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 101 | 3.06 | 16 | 6.67 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 1,872 | 0.54 | 298 | 4.20 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 2,341 | 29.12 | 373 | 33.81 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 12,166 | 45.89 | 1,806 | 25.24 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 1,546 | 18.38 | 246 | 23.00 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 279,048 | 1.14 | 44,441 | 4.86 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 27,493 | 1.83 | 4,379 | 5.57 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 7,644 | 29.36 | 1,218 | 34.29 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 114,639 | 105.63 | 17,610 | 105.62 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 3,323 | 9.49 | 529 | 13.52 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 27,065 | 38.38 | 4,310 | 43.48 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 17,022 | 7.12 | 2,711 | 11.02 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 110 | 18 | ||||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 12,554 | 1,999 | ||||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 1,041,521 | 47.29 | 165,873 | 52.71 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 79,319 | 31.60 | 12,632 | 36.44 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 615 | 18.96 | 91 | 2.25 | ||||
| 2025-08-08 | 13F | 佩蒂克斯和博特公司 | 13,700 | 5.29 | 2,182 | 9.16 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 5,098 | 7.33 | 783 | 7.41 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 1,837 | 24.21 | 293 | 28.63 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 2,222 | 25.96 | 376 | 47.45 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 7,976 | 5.07 | 1,270 | 8.92 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 12 | 2 | ||||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 2,693 | 0.04 | 429 | 3.63 | ||||
| 2025-07-18 | 13F | Swp金融有限公司 | 4,766 | 0.08 | 759 | 3.69 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 56,039 | 389.77 | 8,925 | 407.91 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,543,034 | 1.22 | 246 | 4.70 | ||||
| 2025-07-09 | 13F | 外汇银行 | 1,485 | 9.43 | 237 | 13.46 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 3,939 | 2.39 | 627 | 6.27 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 2,943 | 469 | ||||||
| 2025-07-18 | 13F | 三部曲资本公司 | 21,918 | 3.18 | 3,491 | 6.96 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 118,995 | 0.91 | 18,951 | 4.63 | ||||
| 2025-07-30 | 13F | 退休计划小组 | 3,854 | 85.82 | 614 | 92.77 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 548 | 1,041.67 | 0 | |||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 11,181 | 1,718 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 237,313 | 4.42 | 37,795 | 8.26 | ||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 1,813 | 12.89 | 289 | 17.07 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 5,924 | 115.42 | 943 | 123.46 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 275,900 | 15.88 | 43,940 | 20.14 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 14,263,065 | 8.06 | 2,271,536 | 12.04 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 42,563 | 5.75 | 6,779 | 9.64 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 724 | 364.10 | 115 | 395.65 | ||||
| 2025-08-14 | 13F | 德肖公司 | 355,518 | 52.76 | 56,620 | 58.37 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 51,927 | 22.76 | 8,270 | 27.27 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 432,896 | 1.57 | 68,943 | 5.30 | ||||
| 2025-08-08 | 13F | 王财富 | 2,548 | 8.56 | 0 | |||||
| 2025-07-16 | 13F | 远景资本管理公司 | 47,967 | 5.39 | 7,639 | 9.27 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 25,324 | 0.54 | 4,033 | 4.24 | ||||
| 2025-06-26 | NP | CHAT - Roundhill 生成型人工智能与技术 ETF | 25,803 | 1.08 | 3,831 | -13.23 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | Call | 604,484 | 96,203 | |||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 5,386 | 16.96 | 858 | 21.22 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 2,915 | 4.44 | 464 | 8.41 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 50 | 8 | ||||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,913 | 27.28 | 305 | 32.17 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 83,793 | 29.17 | 13,345 | 33.92 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 151,698 | 34.61 | 24,159 | 39.57 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 6,856 | 74.28 | 1,540 | 154.97 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 133,938 | 16,037.11 | 1 | -100.00 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,129 | 36.36 | 658 | 41.29 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 6,565 | 2.50 | 1,046 | 6.31 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 4,062 | 48.30 | 647 | 53.81 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 462 | 788.46 | 74 | 942.86 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 148,318 | 2.92 | 23,621 | 6.71 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 755 | 46.89 | 120 | 53.85 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,058,800 | 33.22 | 168,624 | 38.12 | |||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 151,502 | 3.76 | 24,128 | 7.58 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 2,172 | 0.74 | 346 | 4.23 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 8,848 | 4.67 | 1,409 | 8.55 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 4,761 | 1 | ||||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 8,722 | 4.69 | 1,295 | -10.14 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 2,591 | 22.85 | 413 | 27.55 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 653 | 3.32 | 104 | 6.19 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 93,700 | 25.77 | 14,923 | 30.40 | |||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 297,334 | 20.31 | 47 | 27.03 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 78,300 | 1.16 | 12,470 | 4.89 | |||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 9,481 | 8.05 | 1,510 | 12.03 | ||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 6,475 | 0.36 | 1,031 | 4.04 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 12,194 | 998.56 | 1,942 | 1,042.35 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 340,230 | 0.22 | 54,185 | 3.91 | ||||
| 2025-07-22 | 13F | 西尔维娅·麦科尔财富管理有限公司 | 8,472 | 29.34 | 1,349 | 34.10 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 5,753 | 0.23 | 916 | 3.97 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 4,567 | 9.94 | 727 | 13.95 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 277,282 | 1.07 | 40,261 | -6.63 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 53,515 | 0.67 | 8,523 | 4.36 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 52,961 | 1.40 | 8,435 | 5.12 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 37,747 | 0.30 | 6,012 | 4.00 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 25,284 | 1.82 | 4,027 | 5.56 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 2,304 | 6.08 | 335 | -2.05 | ||||
| 2025-04-24 | NP | DIFAX - MFS 多元化收益基金 A | 39,998 | 8.47 | 6,286 | 7.54 | ||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 124 | 19.23 | 9 | -52.63 | |||
| 2025-07-29 | NP | DTGRX - 纽约梅隆银行科技成长基金 A 类 | 61,524 | 0.22 | 8,933 | -7.41 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 48,602 | 7.62 | 7,740 | 11.58 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 171,806 | 6.20 | 24,946 | -1.88 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 8,573 | 6.67 | 1,365 | 10.62 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 6,333 | 11.46 | 1,009 | 15.60 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 27,679 | 49.61 | 4,408 | 55.16 | ||||
| 2025-08-29 | NP | BBLU - EA Bridgeway 蓝筹股 ETF | 45,378 | 20.24 | 7,227 | 24.65 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 17,432 | 0.65 | 3 | 0.00 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 186,137 | 2.78 | 27,027 | -5.05 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 2,358 | 0.34 | 376 | 3.88 | ||||
| 2025-08-14 | 13F | 希尔特尔卡拉汉有限公司 | 3,024 | 1.51 | 482 | 5.25 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 11,486 | 43.84 | 1,829 | 49.18 | ||||
| 2025-06-26 | NP | SJCAX - Steward 大盘核心基金 A 类 | 14,000 | 16.67 | 2,078 | 0.14 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 17,529 | 22.92 | 2,693 | 22.92 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 23,922 | 4.28 | 3,810 | 8.12 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 133,700 | 4.62 | 1 | ||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 1,784 | 3.36 | 284 | 7.17 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 4,361 | 43.88 | 695 | 49.25 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 2,496 | 2.17 | 398 | 5.87 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 9,785 | 10.92 | 1,421 | 2.45 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 21,273 | 38.93 | 3,089 | 28.35 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 4,527 | 18.26 | 721 | 22.45 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 983,515 | 189.52 | 157 | 200.00 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 8,253 | 35.63 | 1,314 | 40.69 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 8,314 | 1,324 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 704 | 13.18 | 105 | -2.80 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 24,705 | 32.01 | 3,935 | 36.88 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 2,578 | 60.82 | 411 | 66.67 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 413,400 | 0.32 | 66 | 3.17 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 4,284 | 16.89 | 682 | 21.14 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 743 | 12.24 | 110 | -3.51 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 375 | 24.58 | 60 | 28.26 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 156 | 7.59 | 25 | 9.09 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 7,424 | 62.99 | 1,182 | 69.10 | ||||
| 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 | 23,519 | 2.59 | 3,492 | -11.93 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 306,992 | 10.98 | 48,892 | 15.06 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 280 | 5.26 | 45 | 10.00 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 242,900 | 306.19 | 38,684 | 321.16 | |||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 8,682 | 5.48 | 1,383 | 9.34 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 9,209 | 0.02 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,407,217 | 0.50 | 224,113 | 4.20 | ||||
| 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 | 28,659 | 167.19 | 4,255 | 119.28 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | 21,280 | 33.58 | 3,159 | 14.71 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,155 | 41.54 | 168 | 30.47 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 6,926,681 | 6.96 | 1,103,175 | 10.89 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 68 | 11 | ||||||
| 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 | 10,534 | 77.40 | 1,678 | 83.88 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 21,440 | 70.77 | 3,415 | 77.07 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 11,283 | 3.17 | 1,797 | 6.97 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 1,514,620 | 12.15 | 241,218 | 16.27 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 4,810 | 44.10 | 766 | 49.41 | ||||
| 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 | 13,493 | 2.80 | 2,149 | 6.55 | ||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 54,210 | 0.39 | 9,375 | -4.06 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 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 | 6,189 | 38.49 | 986 | 43.59 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 986,779 | 4.35 | 146,497 | -10.42 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 248,100 | 0.60 | 39,512 | 4.30 | ||||
| 2025-08-13 | 13F | Fairtree 资产管理（私人）有限公司 | 15,908 | 15.92 | 2,534 | 20.22 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 14,977 | 1.71 | 2,385 | 5.48 | ||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 121,200 | 0.05 | 19,302 | 3.73 | ||||
| 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 | 273,188 | 1.03 | 40,557 | -13.26 | ||||
| 2025-07-18 | 13F | 访问金融服务公司 | 10,735 | 0.51 | 1,710 | 4.21 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 3,468 | 7.14 | 515 | -8.05 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 5,291 | 3.50 | 768 | -4.36 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 171 | 0.59 | 27 | 3.85 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 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 | 26,986 | 7.68 | 4,298 | 11.64 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 939 | 31.88 | 139 | 13.01 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 45,867 | 30.24 | 7,305 | 35.03 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 43,890 | 407.93 | 6,990 | 426.68 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 124,775 | 76.73 | 18,117 | 63.28 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 416,100 | 112.73 | 66,268 | 120.56 | |||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 21,378 | 12.48 | 3,405 | 16.62 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 84,185 | 11.36 | 13,407 | 15.46 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,545,400 | 334.83 | 246,120 | 350.84 | |||
| 2025-03-17 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 57,146 | 17.18 | 9,882 | 24.51 | ||||
| 2025-07-28 | 13F | 哈德森资本管理有限公司 | 28,975 | 3.47 | 4,615 | 7.28 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 117,801 | 29.39 | 17,105 | 19.53 | ||||
| 2025-07-11 | 13F | 资本优势公司 | 2,353 | 2.80 | 375 | 6.55 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 1,296 | 207 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 36,205 | 4.75 | 5,766 | 8.61 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 16,938 | 8.77 | 2,585 | 8.66 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 34,179 | 0.28 | 5,074 | -13.91 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 4,150 | 39.68 | 661 | 44.74 | ||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,447,858 | 19.14 | 230,586 | 23.52 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 3,568 | 568 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 96 | -11.21 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 351,634 | 1.79 | 56,001 | 5.53 | ||||
| 2025-07-21 | 13F | 语法研究公司 | 18,240 | 22.89 | 2,905 | 27.37 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Put | 1,672 | 0.84 | |||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 461,233 | 1.61 | 73 | 5.80 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 6,996 | 119.38 | 1,114 | 127.35 | ||||
| 2025-05-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 6,874 | 30.68 | 1,056 | 30.57 | ||||
| 2025-07-25 | 13F | GFS 顾问有限责任公司 | 7,830 | 0.13 | 1,247 | 3.83 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 22,916 | 225.51 | 3,650 | 237.56 | ||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 119,217 | 0.70 | 18,987 | 4.40 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 15,022 | 24.19 | 2,392 | 28.74 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 3,732 | 6.42 | 594 | 10.41 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 7,538 | 0.84 | 1,201 | 4.53 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 15,660 | 8.15 | 2,494 | 12.10 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 25,764 | 4.81 | 4,103 | 8.69 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 6,960 | 0.51 | 1,103 | 4.35 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 1,168 | 246.59 | 186 | 264.71 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 1,595 | 254 | ||||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 809,219 | 22.33 | 120,137 | 5.02 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 4,398 | 6.85 | 700 | 10.76 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 9,236 | 13.27 | 1,471 | 17.41 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 75,207 | 9.19 | 15,156 | 48.88 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 276 | 63.31 | 44 | 72.00 | ||||
| 2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 5,649 | 9.58 | 900 | 13.65 | ||||
| 2025-08-12 | 13F | 艾姆斯国民公司 | 4,409 | 0.57 | 702 | 4.31 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 2,512 | 0.80 | 400 | 4.71 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 56 | 5.66 | 9 | 0.00 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 24,131 | 3.11 | 3,843 | 6.90 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 33,814 | 0.18 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 385,837 | 0.94 | 61,448 | 4.66 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 834 | 128 | ||||||
| 2025-03-28 | NP | HAPI - 港湾企业文化ETF | 12,913 | 3.75 | 2,233 | 10.27 | ||||
| 2025-08-27 | NP | ADIV - SmartETFs 亚太股息生成器 ETF | 2,130 | 58.36 | 339 | 64.56 | ||||
| 2025-08-13 | 13F | B&D 白色资本有限公司 | 3,600 | 573 | ||||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 14,146 | 0.06 | 2,253 | 3.73 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 11,995 | 1,910 | ||||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 53,303 | 9.08 | 8,489 | 13.10 | ||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 109,204 | 6.15 | 16,212 | -8.88 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 1,520 | 0.40 | 242 | 4.31 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 88,455 | 2.10 | 14,087 | 5.86 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,325 | 44.25 | 530 | 49.44 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 10,359 | 52.16 | 1,504 | 40.56 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 298,555 | 9.26 | 44,323 | -6.20 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 5,494 | 182.47 | 875 | 193.29 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 6,659 | 1.05 | 1,061 | 4.74 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 93,117 | 10.52 | 14,830 | 14.58 | ||||
| 2025-08-25 | NP | SHRY - 大型美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,044 | 13.05 | 326 | 17.33 | ||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 1,910 | 22.99 | 304 | 27.73 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 172,871 | 4.60 | 27,531 | 8.45 | ||||
| 2025-08-28 | NP | Amplify ETF 信托 - Amplify 现金流高收入 ETF | 1,826 | 291 | ||||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 6,714 | 65.08 | 1,069 | 71.31 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 9,494 | 14.93 | 1,512 | 19.16 | ||||
| 2025-07-21 | 13F | 毛巾有限公司 | 3,699 | 589 | ||||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 3,919 | 5.58 | 624 | 9.47 | ||||
| 2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 55,410 | 11.64 | 8,824 | 15.75 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 14,824 | 13.32 | 2,361 | 17.47 | ||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 2,121 | 0.57 | 338 | 4.33 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 66,863 | 71.85 | 10,649 | 78.18 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 56,039 | 389.77 | 8,925 | 407.91 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 123,169 | 4.89 | 18,286 | -9.96 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 602,789 | 9.92 | 96,000 | 13.96 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 1,672 | 26.19 | 266 | 31.03 | ||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 561 | 83.33 | 89 | 89.36 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 6,566 | 502.94 | 1,046 | 525.75 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 340 | 15.65 | 49 | 6.52 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 332 | 11.78 | 53 | 15.56 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,369 | 218 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 59,123 | 4.31 | 9,416 | 8.16 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 95,959 | 3.50 | 14,246 | -11.15 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 457,837 | 0.56 | 72,915 | 4.26 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,072 | 29.18 | 330 | 33.74 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 210 | 12.90 | 32 | 14.29 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 256,993 | 8.46 | 41 | 11.11 | ||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 8,922 | 0.34 | 1,421 | 4.03 | ||||
| 2025-08-27 | NP | BOTT - 主题机器人与自动化 ETF | 169 | 45.69 | 27 | 52.94 | ||||
| 2025-07-29 | NP | GLRY - Inspire Faithward Mid Cap Momentum ESG ETF | 13,959 | 2.55 | 2,027 | -5.28 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 12,263 | 1.71 | 2 | 0.00 | ||||
| 2025-08-25 | NP | TDIV - First Trust 纳斯达克科技股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 817,149 | 12.42 | 130,139 | 16.56 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 24,554 | 1.28 | 3,910 | 4.99 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 54,827 | 4.52 | 8,732 | 8.37 | ||||
| 2025-07-21 | 13F | Jmac企业有限公司 | 4,800 | 4.19 | 764 | 8.06 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 41,417 | 40.70 | 7 | 50.00 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 69,066 | 1.31 | 10,609 | 1.30 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 406,862 | 5.14 | 64,797 | 9.01 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 1,694 | 0 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 35,301,365 | 1.01 | 5,622,095 | 4.72 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 4,678 | 3.40 | 745 | 7.35 | ||||
| 2025-08-06 | 13F | Vantage 金融合作伙伴有限责任公司 | 1,315 | 0.15 | 209 | 3.98 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 2,082 | 21.83 | 332 | 26.34 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 372 | 59 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 3,521,660 | 25.31 | 560,860 | 29.92 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 24,489 | 9.67 | 3,900 | 13.74 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 52,730 | 21.35 | 8,398 | 25.82 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 607 | 97 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 253 | 38 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 61,027 | 49.35 | 9,719 | 54.20 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 300,893 | 1.17 | 47,920 | 11.04 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 920 | 0 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 7,966 | 35.61 | 126,867 | 40.60 | |||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 619,627 | 12.52 | 98,682 | 16.66 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 1,720 | 20.11 | 274 | 24.09 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 14,249 | 10.65 | 2,269 | 14.71 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 5,144,457 | 17.82 | 819,306 | 22.16 | ||||
| 2025-07-23 | 13F | 鹰岩投资公司 | 32,770 | 2.37 | 5,219 | 6.12 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 38,213 | 5.81 | 6,086 | 9.70 | ||||
| 2025-07-11 | 13F | 布滕斯基和科恩金融安全公司 | 30,651 | 6.47 | 4,881 | 10.38 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 13,641 | 18.89 | 1,981 | 9.82 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 3,053 | 12.16 | 486 | 16.27 | ||||
| 2025-08-25 | NP | NXTG - 第一信托 Indxx NextG 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 | 29,066 | 4.08 | 4,629 | 7.93 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 696 | 0.29 | 111 | 3.77 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 23,736 | 4.11 | 3,780 | 8.03 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 153,006 | 707.97 | 24,368 | 737.93 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 406 | 65 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 947,960 | 28.46 | 151 | 32.74 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 1,883 | 19.94 | 300 | 24.07 | ||||
| 2025-06-05 | NP | GTTMX - 定量美国总市场股票投资组合 | 2,600 | 386 | ||||||
| 2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 959 | 5.27 | 139 | -2.80 | ||||
| 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 | 76,292 | 8.68 | 11,326 | -6.70 | ||||
| 2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 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 | 263,841 | 1.77 | 42,019 | 5.52 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 111,038 | 6.63 | 17,684 | 10.55 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 39,270 | 7.05 | 6,032 | 7.05 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 3,024 | 22.48 | 439 | 13.14 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 15,885 | 1.24 | 3 | 0.00 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 3,914,911 | 1.66 | 581,208 | -12.72 | ||||
| 2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 10,849 | 2.11 | 1,728 | 5.82 | ||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 2,759 | 61.53 | 439 | 67.56 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 32,556 | 5.45 | 5,185 | 9.32 | ||||
| 2025-08-01 | 13F | 吉尼斯阿特金森资产管理公司 | 2,130 | 58.36 | 339 | 64.56 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 50,721 | 0.92 | 8,078 | 4.62 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 19,621 | 41.56 | 3,121 | 46.55 | ||||
| 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 | 3,334 | 20.97 | 495 | 3.78 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 1,190,462 | 4.97 | 189,593 | 8.83 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 399,649 | 10.79 | 63,648 | 14.87 | ||||
| 2025-08-05 | 13F | 财务意识顾问公司 | 4,090 | 0.49 | 651 | 4.16 | ||||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 2,774,812 | 3.58 | 442 | 7.30 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 11,932 | 2.95 | 1,900 | 6.74 | ||||
| 2025-08-28 | NP | ARUIX - ARGA VALUE FUND 机构股票 | 890 | 1,153.52 | 142 | 1,310.00 | ||||
| 2025-08-13 | 13F | 萨瓦德尔银行 | 13,211 | 1.97 | 2 | 100.00 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 1,125 | 1.90 | 179 | 5.92 | ||||
| 2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 12,923 | 2,058 | ||||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 200 | 32 | ||||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 17,758 | 5.26 | 2,828 | 9.15 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 4,253 | 11.04 | 677 | 15.14 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 21,358 | 4.38 | 3,402 | 8.21 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 4,563 | 21.26 | 728 | 25.78 | ||||
| 2025-08-12 | 13F | Lionshead 财富管理有限公司 | 4,903 | 0.12 | 781 | 3.72 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 6,008,466 | 3.48 | 956,908 | 7.29 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 10,462,588 | 18.47 | 1,666,272 | 22.83 | ||||
| 2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 120,134 | 4.18 | 19,133 | 8.01 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 2,169 | 9.32 | 345 | 13.49 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 168,000 | 38.04 | 26,756 | 43.13 | |||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 22,421 | 0.41 | 3,256 | -7.24 | ||||
| 2025-05-27 | NP | MFRFX - MFS研究基金A | 288,350 | 16.37 | 44,293 | 16.36 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 2,377 | 1.84 | 379 | 5.59 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 2,438 | 6.23 | 388 | 10.23 | ||||
| 2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 21,097 | 3,132 | ||||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,220 | 1.41 | 243 | 19.70 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 29,886 | 2.61 | 4,760 | 6.37 | ||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 3,102 | 0.36 | 494 | 4.22 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 188,247 | 1.31 | 29,974 | 5.02 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 130 | 21 | ||||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 400 | 9.29 | 64 | 12.50 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 1,401 | 1.97 | 223 | 5.69 | ||||
| 2025-08-01 | 13F | 瑞穗市场开曼有限合伙人 | 56,502 | 8,999 | ||||||
| 2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 2,015 | 321 | ||||||
| 2025-08-12 | 13F | 博克夫，那 | 67,267 | 1.36 | 10,713 | 5.08 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 110 | 18 | ||||||
| 2025-08-06 | 13F | 西耶纳管理 | 54,833 | 9.72 | 7,973 | 6.83 | ||||
| 2025-07-30 | NP | ITAN - Sparkline 无形价值 ETF | 4,367 | 14.05 | 634 | 5.49 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 75 | 400.00 | 12 | 450.00 | ||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 1,381 | 16.93 | 220 | 20.99 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 1,863 | 8.88 | 297 | 12.98 | ||||
| 2025-07-16 | 13F | 投资伙伴资产管理公司 | 7,249 | 0.68 | 1,155 | 4.34 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 6,551 | 2.01 | 1,043 | 5.78 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 115,656 | 16.58 | 18,419 | 20.87 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 452 | 49.17 | 72 | 54.35 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 3,088 | 37.67 | 492 | 42.73 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 4,645 | 53.30 | 740 | 58.92 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 372,542 | 4.82 | 59,291 | 8.69 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 28,369 | 4,119 | ||||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 5,914 | 4.95 | 942 | 8.79 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 200 | 100.00 | 32 | 106.67 | |||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,647 | 96.07 | 393 | 68.24 | ||||
| 2025-06-25 | NP | EGOAX - 富国银行大盘核心基金 A 类 | 52,764 | 0.82 | 7,833 | -13.44 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 100 | 16 | |||||
| 2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 48,794 | 2.41 | 7,771 | 6.18 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,190 | 0.28 | 2,260 | 3.96 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 3,171 | 2.32 | 505 | 6.09 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 2,496 | 398 | ||||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 8,298 | 1,275 | ||||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 1,378 | 3.69 | 219 | 7.35 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 1,426 | 227 | ||||||
| 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 | 21,492 | 12.82 | 3,121 | 4.21 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 30 | 150.00 | 5 | 300.00 | ||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 64,000 | 29.68 | 10,193 | 34.46 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,619 | 29.59 | 417 | 34.52 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 10,736 | 6.66 | 1,710 | 10.54 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 5,400 | 200.00 | 860 | 211.59 | |||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 12,600 | 600.00 | 2,007 | 626.81 | |||
| 2025-08-12 | 13F | SFMG有限公司 | 1,710 | 1.48 | 272 | 5.43 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 421,450 | 215.07 | 67,120 | 234.21 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 8,400 | 8,300.00 | 1,338 | 8,813.33 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 5,345 | 851 | ||||||
| 2025-07-25 | 13F | 一级顾问公司 | 2,624 | 7.85 | 0 | |||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 86,726 | 1.19 | 13,812 | 4.91 | ||||
| 2025-06-27 | NP | SMRI - Bushido Capital 美国股票 ETF | 53,216 | 6.19 | 7,900 | -8.83 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 2,191 | 0.05 | 349 | 3.57 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 2,480 | 0.04 | 395 | 3.68 | ||||
| 2025-08-05 | 13F | MKP 资本管理有限公司 | 100,000 | 15,926 | ||||||
| 2025-08-29 | NP | LIVR——智能利弗莫尔 ETF | 2,286 | 364 | ||||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 72,796 | 5.79 | 10,570 | -2.27 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 39,719 | 7.63 | 5,767 | -0.55 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 987,601 | 0.95 | 157,285 | 7.98 | ||||
| 2025-06-25 | NP | ARKQ - ARK 自主技术与机器人 ETF | 70,350 | 12.92 | 10,444 | -3.05 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 2,470 | 1.65 | 393 | 5.36 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 400 | 39,900.00 | 64 | 3.28 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 2,728 | 36.13 | 434 | 41.37 | ||||
| 2025-07-23 | 13F | H&H 退休设计与管理公司 | 2,790 | 2.27 | 444 | 19.41 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 6,435 | 23.51 | 1,025 | 28.00 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 20,450 | 0.19 | 3,257 | 3.86 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 1,660 | 0.06 | 264 | 3.94 | ||||
| 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 | 151,280 | 16.54 | 21,966 | 7.67 | ||||
| 2025-08-01 | 13F | 温米尔公司 | 4,200 | 669 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 674 | 26.45 | 107 | 30.49 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 6,656 | 988 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 616,500 | 2.31 | 98,184 | 6.07 | ||||
| 2025-07-22 | 13F | SOL资本管理公司 | 15,270 | 1.06 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 25,585 | 2.64 | 4,075 | 6.43 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 6,297 | 2.79 | 1,003 | 6.48 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 34,873 | 3.63 | 6 | 0.00 | ||||
| 2025-07-09 | 13F | Krilogy金融有限责任公司 | 19,230 | 77.06 | 3,063 | 83.57 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC。 | 11,598 | 0.35 | 1,847 | 4.06 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 15,618 | 10.90 | 2,487 | 14.98 | ||||
| 2025-08-28 | NP | Roundhill ETF Trust - Roundhill 人形机器人 ETF | 198 | 32 | ||||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 1,287 | 0.08 | 205 | 3.55 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 151,740 | 28.75 | 24,166 | 33.49 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 845,430 | 9.69 | 134,643 | 13.72 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 2,797,885 | 22.49 | 446,237 | 27.17 | ||||
| 2025-08-12 | 13F | 拉瑟与基特雷尔公司 | 1,855 | 0.32 | 295 | 3.87 | ||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 14,528 | 2.52 | 2,109 | -5.30 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 101,121 | 99.77 | 16,105 | 84.34 | ||||
| 2025-07-29 | NP | BPAIX - Boston Partners 全市值机构价值基金 | 54,496 | 38.15 | 7,913 | 27.63 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 9,168,731 | 0.82 | 1,460,212 | 4.52 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 12,287 | 20.34 | 1,957 | 24.74 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 2,012 | 24.20 | 320 | 29.03 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 3,049 | 27.41 | 486 | 32.15 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 23,979 | 4.08 | 3,818 | 7.91 | ||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 27,426 | 4,368 | ||||||
| 2025-07-17 | 13F | 凯恩投资集团有限公司 | 34,678 | 0.64 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 122,715 | 23.86 | 19,544 | 28.42 | ||||
| 2025-08-20 | NP | 安科拉信托 - 安科拉股息价值股票基金 I 类 | 5,420 | 35.26 | 863 | 40.33 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 11,391 | 8.85 | 1,814 | 12.88 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 105,638 | 2.86 | 16,824 | 6.64 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 852,373 | 122.12 | 135,749 | 130.29 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 405 | 58.20 | 64 | 64.10 | ||||
| 2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 23,767 | 1.46 | 3,785 | 5.20 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,484 | 64.60 | 5,588 | 52.07 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 405,496 | 10.37 | 58,878 | 1.97 | ||||
| 2025-08-14 | 13F | Deprince Race 和 Zollo Inc | 152,176 | 24.76 | 24,236 | 29.35 | ||||
| 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 | 1,515,725 | 11.00 | 241,394 | 15.09 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 484,810 | 0.43 | 74,472 | 0.43 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 3,726 | 57.55 | 593 | 63.36 | ||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | Put | 650,000 | 103,519 | |||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | Call | 3,000 | 29,900.00 | 478 | 47,600.00 | |||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 11,002 | 2.80 | 1,752 | 6.63 | ||||
| 2025-08-28 | NP | MISEX - 迈达斯魔法 | 4,200 | 669 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 100 | 33.33 | 107 | 268.97 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 2,415 | 22.65 | 386 | 27.06 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 177,818 | 25.01 | 28,193 | 29.77 | ||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | Call | 350,000 | 55,741 | |||||
| 2025-08-08 | 13F | 布兰金希普和福斯特有限责任公司 | 11,205 | 0.56 | 1,784 | 4.27 | ||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 15,292 | 0.05 | 2,435 | 3.75 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,573 | 53.20 | 1,680 | 41.53 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 83,169 | 5.49 | 12,347 | -9.44 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 52,711 | 8.28 | 8,395 | 12.26 | ||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 593 | 20.77 | 88 | 4.76 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 5,652 | 38.36 | 868 | 38.44 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,931 | 2.27 | 467 | 5.91 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 11,622 | 0.28 | 1,851 | 3.93 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 34,086 | 5,429 | ||||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 3,908 | 25.58 | 622 | 30.13 | ||||
| 2025-03-25 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 72,020 | 45.39 | 12,454 | 54.46 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 886,869 | 0.25 | 141,243 | 3.94 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,092 | 44.44 | 174 | 49.14 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 374,455 | 3.73 | 59,636 | 7.54 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 25,757 | 10.40 | 3,740 | 1.99 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 547,648 | 2.19 | 87,218 | 5.94 | ||||
| 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 | 83,072 | 2.57 | 12,062 | -5.24 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 70,412 | 2,361.96 | 10,453 | 2,015.99 | ||||
| 2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 70 | 11.11 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 59,829 | 6.22 | 9,528 | 10.12 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 203,500 | 611.54 | 32,409 | 637.74 | |||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 69,210 | 4.07 | 11,022 | 7.90 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 25,499 | 873.62 | 4,061 | 909.95 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 72 | 11 | ||||||
| 2025-07-11 | 13F | 鹰湾顾问有限责任公司 | 1,837 | 6.37 | 293 | 10.19 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 11,063 | 142.45 | 1,762 | 151.57 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 75,751 | 141.75 | 12 | 200.00 | ||||
| 2025-08-29 | NP | SHOC - Strive美国半导体ETF | 17,335 | 4.79 | 2,761 | 8.62 | ||||
| 2025-07-30 | 13F | 方舟投资管理有限公司 | 199,833 | 0.84 | 31,825 | 4.55 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 936,182 | 88.99 | 149,096 | 95.95 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 1,742 | 0.06 | 277 | 3.75 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 3,398 | 0.24 | 541 | 4.04 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 159,898 | 1.81 | 25,465 | 5.55 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 2,369 | 24.95 | 377 | 29.55 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 26,190 | 3.38 | 4,171 | 7.20 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 30,444 | 4.63 | 4,848 | 8.48 | ||||
| 2025-08-26 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 5,459 | 869 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 6,428 | 7.87 | 954 | -7.38 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 17,782 | 0.43 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 350,687 | 12.27 | 55,850 | 16.40 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 4,629 | 0.09 | 737 | 3.80 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 2,533 | 25.27 | 404 | 30.00 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 1,447 | 28.05 | 230 | 32.95 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 833,146 | 6.64 | 132,687 | 10.57 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 1,011,551 | 0.30 | 161 | 4.55 | ||||
| 2025-08-13 | 13F | 托德资产管理有限公司 | 478,199 | 0.66 | 76,158 | 4.36 | ||||
| 2025-07-24 | 13F | Tandem 资本管理公司 /adv | 26,722 | 2.79 | 4,256 | 6.56 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 23 | 64.29 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | 挪威银行 | 17,038,822 | 2,713,603 | ||||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 21,941 | 9.39 | 3,494 | 13.44 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 98,605 | 62.00 | 15,701 | 67.95 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 7,589 | 51.84 | 1,209 | 57.50 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 107,250 | 178.04 | 17,081 | 200.81 | ||||
| 2025-08-11 | 13F | 钷顾问有限责任公司 | 6,622 | 25.77 | 1,055 | 30.45 | ||||
| 2025-07-30 | 13F | 奥罗拉投资顾问 | 16,610 | 3.83 | 2,645 | 7.65 | ||||
| 2025-07-29 | 13F | 沙漏资本有限公司 | 26,060 | 2.40 | 4,150 | 6.17 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 87,712 | 2.29 | 13,969 | 6.06 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,447,782 | 36.94 | 230,574 | 41.98 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 21,083 | 3,358 | ||||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 30,570 | 0.19 | 4,538 | -13.99 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 1,548 | 247 | ||||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 497,218 | 1.44 | 79,187 | 5.17 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 36,310 | 0.90 | 5,783 | 4.59 | ||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 2,700 | 35.00 | 430 | 40.07 | ||||
| 2025-07-02 | 13F | 沃勒财务规划集团公司 | 1,711 | 0.18 | 272 | 3.82 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 1,621 | 14.15 | 258 | 18.35 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 32,012 | 55.97 | 4,753 | 33.90 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 2,633 | 30.73 | 419 | 35.60 | ||||
| 2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 6,064 | 6.59 | 966 | 14.34 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 6,049 | 963 | ||||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 85,422 | 0.01 | 13,604 | 3.69 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 27,679 | 8.93 | 4,388 | 13.09 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 12,180 | 1,940 | ||||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 66,429 | 6.32 | 10,579 | 10.23 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 210,525 | 1.79 | 34 | 6.45 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 261 | 20.83 | 41 | 36.67 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 69,355 | 0.25 | 10,070 | -7.39 | ||||
| 2025-07-15 | 13F | 伊顿金融控股有限公司 | 11,444 | 1,823 | ||||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 485,457 | 1.15 | 77,314 | 4.87 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 9,529 | 19.49 | 1,518 | 23.84 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 1,363 | 217 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 103,300 | 130.07 | 16,452 | 138.52 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 9,775 | 0.13 | 1,419 | -7.50 | ||||
| 2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 2,161 | 5.00 | 332 | 4.75 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 3,156 | 1.61 | 466 | 7.39 | ||||
| 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 | 395,926 | 20.77 | 63,055 | 25.22 | ||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 3,488 | 1.84 | 556 | 5.51 | ||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 3,750 | 4.17 | 597 | 8.15 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 8,087 | 21.01 | 1,288 | 25.44 | ||||
| 2025-08-15 | 13F | 苏达国家银行安全 | 27,693 | 0.04 | 4,410 | 3.72 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 1,650 | 263 | ||||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 10,393 | 4.50 | 1,686 | 36.00 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 30,790 | 4.83 | 5 | 0.00 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,224 | 3.73 | 7,839 | 7.55 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 10,681 | 10.67 | 1,701 | 14.71 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,885,729 | 995.15 | 300,321 | 1,035.47 | ||||
| 2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 114,721 | 28.22 | 17,031 | 16.95 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,750 | 4.67 | 279 | 8.59 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 1,291,168 | 10.60 | 187,478 | 2.18 | ||||
| 2025-07-31 | 13F | Ssa瑞士顾问股份公司 | 20,277 | 4.38 | 3,226 | 8.15 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 12,169 | 1,938 | ||||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 42,725 | 6.17 | 6,804 | 10.08 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 5,521 | 879 | ||||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 40,121 | 5,956 | ||||||
| 2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 9,047 | 16.57 | 1,422 | 15.53 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 89,093 | 4.40 | 14,189 | 8.23 | ||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 1,541 | 244 | ||||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 3,007 | 13.26 | 479 | 17.44 | ||||
| 2025-08-05 | 13F | 科瑞恩资本有限公司 | 23,500 | 5.62 | 3,743 | 9.51 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 1,126 | 2.36 | 179 | 6.55 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 9,887 | 127.24 | 1,436 | 149.57 | ||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 3,413 | 544 | ||||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 87 | 1.16 | 14 | 0.00 | ||||
| 2025-07-22 | 13F | 哈贝尔·斯特里克兰财富管理有限责任公司 | 1,310 | 0.61 | 209 | 4.00 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 2,023 | 3.53 | 322 | 7.33 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 5,182 | 4.86 | 769 | -9.95 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 50,602 | 188.56 | 7,347 | 166.58 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 4,628 | 11.04 | 737 | 15.16 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 296,400 | 28.65 | 47,205 | 33.38 | |||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 7,908 | 2.83 | 1,259 | 6.60 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 477,700 | 12.82 | 76,079 | 16.97 | |||
| 2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 3,328 | 4.52 | 530 | 8.38 | ||||
| 2025-08-25 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 494,731 | 48.86 | 78,791 | 54.33 | ||||
| 2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 24,591 | 627.54 | 3,571 | 572.32 | ||||
| 2025-08-07 | 13F | PFG顾问 | 5,789 | 34.19 | 922 | 39.12 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 98 | 16 | ||||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 47,907 | 1.70 | 7,639 | 18.66 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 122,100 | 16.29 | 19,446 | 20.56 | |||
| 2025-07-10 | 13F | 信任点公司 | 7,118 | 30.56 | 1,134 | 35.36 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 56,991 | 10.93 | 8,461 | -4.77 | ||||
| 2025-08-28 | NP | METV - Roundhill Ball Metaverse ETF | 62,304 | 5.54 | 9,923 | 9.42 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 2,650 | 422 | ||||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 24,688 | 17.89 | 3,932 | 22.23 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 6,057 | 4.16 | 965 | 7.95 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 32,149 | 11.57 | 4,668 | 3.09 | ||||
| 2025-07-16 | 13F | Processus 财富与资本管理有限责任公司 | 20,192 | 2.42 | 3,216 | 6.18 | ||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 6,565 | 1.30 | 1,046 | 5.03 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 16,729 | 2.95 | 2,664 | 6.73 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,917,911 | 28.12 | 305,447 | 32.83 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 7,600 | 4.11 | 1,210 | 7.94 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 1,927 | 3.05 | 307 | 6.62 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 728,559 | 12.70 | 118,179 | 19.01 | ||||
| 2025-08-14 | 13F | 斯米德资本管理公司 | 721,679 | 17.71 | 114,935 | 22.04 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 108,705 | 3.57 | 17,312 | 7.38 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 36,179 | 4.63 | 5,762 | 8.47 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 25,208 | 27.38 | 4,015 | 32.08 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 79,551 | 119.15 | 12,669 | 127.21 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | Call | 800 | 60.00 | 127 | 67.11 | |||
| 2025-07-08 | 13F | GK财富管理有限责任公司 | 3,965 | 13.97 | 632 | 18.16 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 1,322 | 211 | ||||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 1,676 | 17.12 | 267 | 21.46 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 716,480 | 127.17 | 114,107 | 135.53 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 11,300 | 653.33 | 1,800 | 682.17 | |||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 207,733 | 8.93 | 33,083 | 12.94 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 12,200 | 577.78 | 1,943 | 603.62 | |||
| 2025-07-08 | 13F | 第一国民军 /ma/ /adv | 2,856 | 12.44 | 455 | 16.41 | ||||
| 2025-08-27 | NP | ACUSX - Advisors Capital 美国股息基金 | 32,600 | 8.31 | 5,192 | 12.29 | ||||
| 2025-08-04 | 13F | 银海岸投资有限责任公司 | 2,276 | 0.66 | 362 | 4.32 | ||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 1,317 | 210 | ||||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 19,400 | 136.59 | 3,090 | 145.35 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 10,101 | 125.27 | 1,609 | 133.72 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 45,261 | 0.51 | 7,208 | 4.21 | ||||
| 2025-07-25 | NP | UGIEX - 全球股票收益基金份额 | 6,027 | 1.04 | 875 | -6.62 | ||||
| 2025-07-14 | 13F | LCM资本管理公司 | 7,668 | 0.10 | 1,221 | 3.83 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 8,979 | 162.70 | 1,430 | 172.19 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 789 | 43.98 | 126 | 48.81 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 4,000 | 637 | |||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 2,387 | 47.62 | 380 | 53.23 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 3,900 | 621 | |||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 204 | 33 | ||||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 91,755 | 1.53 | 14,613 | 5.26 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 29,291 | 11.66 | 4,503 | 16.84 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 6,695 | 2.32 | 1,066 | 6.07 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 332,876 | 2.89 | 53,014 | 6.68 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 26,103 | 2.31 | 4 | 33.33 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 1,592 | 5.71 | 254 | 9.52 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 9,544 | 1.45 | 1,520 | 5.12 | ||||
| 2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 182,073 | 9.66 | 28,997 | 13.70 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 21,687 | 8.02 | 3,454 | 11.96 | ||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 105,602 | 51.02 | 15,333 | 39.52 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 3,160 | 10.84 | 485 | 10.98 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 4,418,406 | 59.09 | 703,675 | 64.94 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1,429 | 228 | ||||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 5,001 | 10.15 | 796 | 14.20 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 90,900 | 14,477 | ||||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 18,507 | 62.36 | 2,947 | 68.30 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 7,508 | 8.54 | 1,196 | 12.52 | ||||
| 2025-06-27 | NP | SOXY - YieldMax(TM) Target 12(TM) 半导体期权收入 ETF | 1,551 | 24.98 | 230 | 7.48 | ||||
| 2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 2,153 | 0.37 | 343 | 3.95 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 3,646 | 7.58 | 581 | 11.54 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 498,936 | 0.97 | 79,461 | 4.68 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 1,827 | 291 | ||||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,228 | 196 | ||||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 1,295,522 | 6.00 | 188,110 | -2.07 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 60,860 | 62.90 | 9,693 | 68.88 | ||||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 2,265 | 2.77 | 361 | 6.51 | ||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 2,885 | 0.17 | 459 | 3.85 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 92,414 | 8.57 | 14,718 | 12.57 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -2,585 | 17.02 | -375 | 8.07 | |||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 938 | 16.23 | 136 | 7.94 | ||||
| 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 | 526 | 15.10 | 78 | -1.27 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 1,420 | 226 | ||||||
| 2025-05-29 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 2,434 | 374 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 723 | 6.48 | 105 | -1.89 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 129,907 | 28.27 | 20,689 | 54.07 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 64,431 | 2.14 | 10,261 | 5.90 | ||||
| 2025-06-25 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 570,432 | 4.99 | 84,686 | -9.86 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 168,300 | 279.91 | 26,803 | 293.93 | ||||
| 2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 8,978 | 1.22 | 1,311 | -2.38 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 2,715,412 | 0.23 | 432,456 | 28.05 | ||||
| 2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 20,943 | 20.11 | 3,109 | 3.12 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 16 | 3 | ||||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 19,887 | 9.97 | 3,167 | 14.04 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 2,265 | 361 | ||||||
| 2025-08-26 | NP | MADFX - Matrix Advisors 股息基金 | 16,600 | 11.41 | 2,644 | 15.52 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 518,530 | 0.44 | 82,581 | 4.14 | ||||
| 2025-08-13 | 13F | 海维信基金 | 37,936 | 3.72 | 6,042 | 7.53 | ||||
| 2025-06-27 | NP | CHPY - YieldMax(TM) 半导体投资组合期权收益ETF | 1,695 | 252 | ||||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 12,995 | 14.26 | 1,887 | 5.54 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 388 | 1.84 | 58 | -12.31 | ||||
| 2025-08-12 | 13F | 登陆点金融集团有限责任公司 | 6,337 | 0.05 | 1,009 | 3.70 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 9,933 | 1.32 | 1,442 | -6.36 | ||||
| 2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 4,048 | 0.12 | 637 | 26.64 | ||||
| 2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 25,767 | 35.22 | 4,104 | 40.18 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 5,179 | 769 | ||||||
| 2025-04-16 | NP | CLSE - 融合多/空股票 ETF | 41,974 | 91.76 | 6,597 | 90.12 | ||||
| 2025-08-06 | 13F | 聪明货币集团有限责任公司 | 6,242 | 30.07 | 994 | 34.87 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 340,166 | 6.65 | 54,175 | 10.57 | ||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 72,111 | 0.20 | 11,484 | 3.88 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,506,150 | 19.47 | 218,693 | 10.38 | ||||
| 2025-07-07 | 13F | Rf&l 财富管理有限公司 | 4,894 | 25.68 | 779 | 30.27 | ||||
| 2025-07-17 | 13F | 第一乡村银行 /CT/ | 1,730 | 276 | ||||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 268 | 32.67 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 3,725 | 1.55 | 593 | 5.33 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/Invesco 全球投资组合 IB 类 | 5,741 | 1.81 | 882 | 1.73 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 3,699 | 5.41 | 549 | -9.41 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 4,953 | 4.89 | 789 | 8.69 | ||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 1,513 | 11.74 | 241 | 15.94 | ||||
| 2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 86,947 | 11.69 | 13,847 | 15.81 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 31,793 | 5.38 | 5,063 | 9.26 | ||||
| 2025-08-13 | 13F | 法国集团 | 22,711 | 668.30 | 3,601 | 672.53 | ||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 1,715 | 139.86 | 273 | 150.46 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,284,609 | 2.06 | 204,587 | 5.81 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 2,193 | 6.72 | 349 | 10.79 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 12,339 | 4.74 | 1,965 | 8.62 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 43,010 | 2.58 | 6,850 | 6.35 | ||||
| 2025-06-25 | NP | RLCAX - 哥伦比亚纪律价值基金 A 类 | 18,358 | 5.69 | 2,725 | -9.26 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 41,796 | 1.26 | 6,656 | 4.98 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 52,500 | 0.19 | 8,358 | 4.95 | |||
| 2025-07-25 | 13F | 理查森金融服务公司 | 123 | 68.49 | 20 | 72.73 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 6,025 | 0.43 | 960 | 4.13 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 4,102 | 5.23 | 609 | -9.79 | ||||
| 2025-08-07 | 13F | 美国阿尔法顾问有限公司 | 2,894 | 9.13 | 461 | 13.02 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 3,159 | 4.74 | 503 | 9.11 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 87,168 | 13,882 | ||||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 45 | 2.27 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 1,460,505 | 3.09 | 232,600 | 6.88 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 130,264 | 1.36 | 20,746 | 5.09 | ||||
| 2025-08-08 | 13F | 安联保险 | 107,616 | 56.50 | 17,139 | 62.26 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 1,395 | 0.22 | 222 | 4.23 | ||||
| 2025-07-14 | 13F | 蓝天财富顾问有限责任公司 | 1,621 | 258 | ||||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 30,162 | 6.79 | 4,804 | 10.74 | ||||
| 2025-08-13 | 13F/A | DLD资产管理有限合伙人 | Call | 2,100 | 334 | |||||
| 2025-08-13 | 13F/A | DLD资产管理有限合伙人 | Put | 3,100 | 494 | |||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 2,342 | 34.83 | 373 | 36.26 | ||||
| 2025-08-28 | NP | SOXX - iShares PHLX 半导体 ETF | 5,416,090 | 11.08 | 862,566 | 15.17 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 340,878 | 7.73 | 54,288 | 11.69 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 2,004 | 50.34 | 319 | 56.37 | ||||
| 2025-08-06 | 13F | 布鲁克特里资本管理公司 | 46,866 | 6.51 | 7,464 | 10.42 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 14,706 | 4.13 | 2,325 | 7.15 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 2,502 | 22.11 | 399 | 26.75 | ||||
| 2025-08-14 | 13F/A | 佩里特资本管理公司 | 2,230 | 5.79 | 355 | 9.91 | ||||
| 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 | 27,963 | 136.37 | 4,453 | 145.07 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 653,181 | 0.21 | 88,619 | -4.39 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 32,085 | 5.76 | 5,110 | 9.64 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 3,598 | 52.20 | 573 | 57.85 | ||||
| 2025-08-14 | 13F | 频谱金融联盟有限公司 | 280,986 | 2.17 | 41,578 | -1.59 | ||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 8,401 | 11.30 | 1,338 | 15.36 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 7,732 | 47.67 | 1,231 | 53.11 | ||||
| 2025-07-22 | 13F | 杰默资产管理有限公司 | 10,333 | 1.25 | 1,646 | 4.98 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 1,979 | 20.60 | 315 | 25.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 2,218 | 52.65 | 353 | 58.30 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 2,267 | 7.64 | 361 | 11.76 | ||||
| 2025-08-11 | 13F | 塞泽特资本合伙公司 | 366,137 | 13.46 | 58,311 | 17.63 | ||||
| 2025-03-18 | 13F | 托马资本管理有限公司 | 2,234 | 343 | ||||||
| 2025-06-26 | NP | SGIDX - Steward Global 股票收益基金 A 类 | 42,568 | 5.96 | 6,320 | -9.03 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 5,254 | 7.42 | 837 | 11.32 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,697 | 283.07 | 270 | 297.06 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 28,834 | 3.56 | 4,592 | 7.36 | ||||
| 2025-08-14 | 13F | Invenomic 资本管理公司 | 13,557 | 2,159 | ||||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 624 | 6.48 | 93 | -8.91 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 318 | 16.48 | 47 | 0.00 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 4,563 | 4.78 | 677 | -10.09 | ||||
| 2025-07-25 | 13F | Ccg财富管理有限公司 | 3,869 | 11.27 | 616 | 15.36 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 323,194 | 2.07 | 51,472 | 5.82 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 14,373 | 7.02 | 2,134 | -8.14 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 1,745 | 1.63 | 278 | 5.32 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 39 | 6 | ||||||
| 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 | 326,962 | 3.85 | 48,541 | -10.84 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 5,678 | 0.51 | 904 | 4.27 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 1,774 | 16.10 | 282 | 20.51 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 1,116 | 178 | ||||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 358,099 | 2.23 | 57,031 | 5.99 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 202,217 | 3.59 | 32,205 | 7.40 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 6,429 | 6.60 | 1,024 | 10.48 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 13,397 | 19.63 | 2,134 | 24.07 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 13,291 | 0.58 | 2,117 | 4.29 | ||||
| 2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 25,406 | 2.76 | 4,046 | 6.56 | ||||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 2,047 | 322 | ||||||
| 2025-07-30 | 13F | 主要投资控股公司 | 1,327,279 | 19.37 | 211 | 24.12 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 22,067 | 7.61 | 3,514 | 11.56 | ||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 9,699 | 5.69 | 1,545 | 9.58 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 4,788,175 | 2.55 | 762,585 | 6.33 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 7,778 | 5.54 | 1,239 | 9.36 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 70,529 | 19.99 | 11 | 22.22 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 4,847 | 10.28 | 720 | -5.39 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 1,341 | 2.29 | 214 | 5.97 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 23,397 | 2.70 | 3,726 | 6.49 | ||||
| 2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 152,685 | 1.50 | 24,317 | 5.24 | ||||
| 2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 25,685 | 15.70 | 3,813 | -0.68 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 1,489 | 237 | ||||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 16,768 | 50.75 | 2,670 | 56.32 | ||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 52,840 | 1.77 | 8,117 | -8.17 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 79,700 | 118.36 | 12,693 | 126.42 | |||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 3,229 | 20.13 | 514 | 24.51 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 57,103 | 45.01 | 9,094 | 50.34 | ||||
| 2025-07-25 | 13F | 钢铁金融有限责任公司 | 1,428 | 0.07 | 227 | 3.65 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 201,500 | 10.90 | 32,091 | 14.98 | |||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 33,800 | 5,357 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 13,319 | 5.19 | 2,121 | 9.10 | ||||
| 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 | 2,450,453 | 0.25 | 363,794 | -13.94 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 2,500 | 13.90 | 398 | 18.10 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 2,122 | 7.61 | 338 | 11.59 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 785,784 | 32.23 | 125 | 37.36 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 114,659,269 | 0.25 | 18,260,635 | 3.94 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 3,542 | 6.49 | 564 | 10.59 | ||||
| 2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 4,824 | 5.10 | 768 | 8.94 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 61,262 | 5.23 | 9,757 | 9.10 | ||||
| 2025-04-22 | 13F | 沈氏金融集团 | 6,978 | 3.29 | 1,072 | 3.28 | ||||
| 2025-08-08 | 13F | 融合资本有限责任公司 | 22,932 | 9.19 | 3,652 | 13.21 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 22,624 | 5.97 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 32,057 | 6.15 | 5,105 | 10.07 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 53,433 | 2.32 | 8,510 | 6.08 | ||||
| 2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 162,552 | 24,132 | ||||||
| 2025-07-15 | 13F | 统一投资管理 | 9,879 | 2.83 | 1,573 | 6.64 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 33,425 | 6.81 | 5,323 | 10.76 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 1,375 | 219 | ||||||
| 2025-08-12 | 13F | 中心财富管理 | 14,428 | 939.48 | 2,129 | 899.06 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 134,654 | 10.98 | 21,445 | 15.06 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 38,431 | 4.21 | 6,121 | 8.05 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 130 | 44.44 | 21 | 53.85 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 2,214 | 218.10 | 321 | 194.50 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 1,917 | 305 | ||||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 67,481 | 10,747 | ||||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 2,045 | 5.52 | 326 | 9.43 | ||||
| 2025-08-26 | NP | FTDS - 第一信托全美国市场 AlphaDEX ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,489 | 9.79 | 556 | 13.73 | ||||
| 2025-08-28 | NP | Amplify ETF 信托 - Amplify 现金流股息领先 ETF | 3,269 | 52.12 | 521 | 43.25 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 12,701 | 7.00 | 2,023 | 10.92 | ||||
| 2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,923 | 4.64 | 15,436 | 8.49 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 17,475 | 7.22 | 2,783 | 11.19 | ||||
| 2025-07-30 | 13F | Greatmark 投资伙伴公司 | 174,945 | 3.09 | 27,862 | 6.88 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 1,301,035 | 14.10 | 207 | 18.29 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 104,747 | 13.52 | 15,551 | -2.54 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 3,250 | 21.13 | 518 | 25.49 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 3,901 | 2.58 | 621 | 6.34 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 19,078 | 216.23 | 3,038 | 228.08 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 3,995 | 3.55 | 636 | 7.43 | ||||
| 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 | 14,036 | 7.06 | 2,235 | 11.03 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 8,361 | 0.58 | 1,332 | 4.23 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 3,365 | 1.94 | 536 | 5.52 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 45,863 | 8.23 | 7,304 | 12.21 | ||||
| 2025-07-30 | 13F | 美国资本投资服务公司 | 167,009 | 0.32 | 26,598 | 4.01 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 9,725,949 | 0.28 | 1,548,955 | 3.97 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 16,630 | 3.43 | 2,649 | 7.21 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 67,580 | 0.89 | 10,763 | 4.60 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 3,347,900 | 6.84 | 533,187 | 10.77 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 3,002 | 12.69 | 478 | 16.87 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 17,204 | 19.30 | 2,554 | 2.45 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 8,103 | 442.73 | 1,291 | 463.32 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 3,370 | 1.78 | 1 | |||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 591,947 | 0.76 | 85,951 | -6.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 123,499 | 65.68 | 19,668 | 71.79 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 226,265 | 51,676.89 | 36,035 | 53,682.09 | ||||
| 2025-08-07 | 13F | 鼎石金融服务 | 2,118 | 11.77 | 337 | 15.81 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 576 | 204.76 | 84 | 186.21 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 83,473 | 0.03 | 13,294 | 3.70 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,789 | 21.78 | 285 | 26.22 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 268,192 | 5.57 | 42,712 | 9.46 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 44,953 | 6.34 | 7,159 | 10.26 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 4,741 | 4.96 | 755 | 8.80 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 15,759 | 45.22 | 2,510 | 50.60 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 125,831 | 7.50 | 20,040 | 11.45 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 13,219 | 260.78 | 2,105 | 274.56 | ||||
| 2025-07-07 | 13F | 威尔逊和鲍彻资本管理有限责任公司 | 5,101 | 0.02 | 812 | 3.70 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 27,027 | 25.28 | 4,012 | 7.56 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 5,320 | 1.92 | 817 | 2.00 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 15 | 150.00 | 2 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 51,000 | 46.97 | 8,122 | 52.38 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,067,048 | 155.72 | 169,938 | 165.12 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 432,000 | 80.45 | 68,800 | 87.09 | |||
| 2025-07-31 | 13F | 欧佩斯财富管理有限责任公司 | 2,841 | 0.35 | 453 | 4.15 | ||||
| 2025-08-12 | 13F | 鹭湾资本管理公司 | 2,287 | 4.57 | 364 | 8.66 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 8,792,534 | 25.96 | 1,400,299 | 30.59 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 508 | 0.59 | 78 | 0.00 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 9,819 | 3.31 | 1,564 | 7.13 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 17,662 | 16.18 | 2,622 | -0.23 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 168 | 25 | ||||||
| 2025-07-16 | 13F | 勇敢资产管理公司 | 1,386 | 0.51 | 221 | 4.27 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 174,957 | 2.56 | 27,864 | 6.34 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 11,402 | 45.75 | 1,751 | 45.80 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 20,440 | 19.48 | 3,255 | 23.91 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 214,496 | 14.83 | 34,161 | 19.05 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 2,803 | 0.04 | 446 | 3.72 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 20,755 | 1.54 | 3,305 | 5.29 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 245,350 | 0.23 | 39,074 | 3.92 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 75,723 | 7.63 | 13,095 | 2.86 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 64,474 | 12.35 | 10,268 | 16.48 | ||||
| 2025-08-27 | NP | RYSIX - 电子基金投资者类别 | 20,905 | 7.32 | 3,329 | 11.26 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -32,357 | -61.53 | -5,153 | -60.11 | |||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 102,676 | 10.00 | 16,352 | 14.05 | ||||
| 2025-05-21 | NP | WUGI - AXS Esoterica NextG 经济 ETF | 2,101 | 126.16 | 323 | 140.30 | ||||
| 2025-08-12 | 13F | 戈珀·布克哈特有限责任公司 | 1,889 | 4.83 | 301 | 8.70 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 111,718 | 0.94 | 17,792 | 4.66 | ||||
| 2025-03-31 | NP | FDVV - 富达高股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 295,767 | 17.51 | 51,147 | 24.84 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,011 | 11.47 | 0 | |||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 276,309 | 17.14 | 41,021 | 0.56 | ||||
| 2025-08-22 | NP | QTUM - Defiance 量子 ETF | 121,259 | 18.34 | 19,312 | 22.70 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁牛顿科技增长投资组合服务类 | 187,475 | 3.63 | 29,857 | 7.45 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 19,536 | 108.81 | 3,111 | 116.49 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 73,391 | 2.84 | 11,687 | 6.61 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,117 | 639.74 | 178 | 669.57 | ||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 125,086 | 869.51 | 19,921 | 905.60 | ||||
| 2025-07-08 | 13F | 战略倡导者有限责任公司 | 3,120 | 4.17 | 497 | 7.83 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 8,255 | 13.58 | 1,315 | 17.74 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 20,471 | 125.90 | 3,260 | 134.20 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 932 | 141.45 | 138 | 109.09 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 3,728 | 0.40 | 594 | 8.21 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 2,146 | 342 | ||||||
| 2025-07-25 | 13F | 帕克金融有限责任公司 | 2,386 | 0.04 | 380 | 3.83 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 6,910 | 1.83 | 1,100 | 5.57 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 23,017 | 12.98 | 3,666 | 17.13 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 4,829 | 769 | ||||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 14,965 | 2 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 18,937 | 949.72 | 3,016 | 988.45 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 3,176 | 1.28 | 506 | 4.99 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 2,580 | 8.40 | 411 | 12.33 | ||||
| 2025-08-22 | NP | BEARX - 联邦审慎熊基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,200 | 50.00 | 191 | 56.56 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 381,882 | 4.40 | 60,819 | 8.24 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 32,500 | 26.46 | 5,176 | 31.11 | |||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 65,100 | 10,368 | |||||
| 2025-08-15 | 13F | 乐观退休集团有限责任公司 | 15,757 | 14.35 | 2,509 | 18.57 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 43,460 | 5.66 | 6,310 | -2.38 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 99,105 | 8.74 | 15,783 | 12.74 | ||||
| 2025-04-24 | NP | CFIAX - 哥伦比亚灵活资本收益基金 A 类 | 40,000 | 8.11 | 6,287 | 7.18 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 73 | 12 | ||||||
| 2025-06-20 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 1,061 | 17.11 | 158 | 0.64 | ||||
| 2025-06-26 | NP | IDAT - iShares 云 5G 和科技 ETF | 1,284 | 1.42 | 191 | -12.84 | ||||
| 2025-07-07 | 13F | 彼得森财富顾问有限责任公司 | 1,582 | 252 | ||||||
| 2025-08-11 | 13F | 兰达斯公司 /wi /adv | 2,191 | 22.33 | 349 | 26.91 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 179,479 | 25.30 | 28,584 | 29.91 | ||||
| 2025-08-11 | 13F | 佳能顾问公司 | 6,330 | 1,008 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 16,900 | 7.74 | 2,454 | -0.49 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 14,880 | 10.12 | 2,161 | 1.74 | ||||
| 2025-08-14 | 13F | Clg有限责任公司 | 1,621 | 0.12 | 258 | 4.03 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 8,840 | 3.32 | 1,408 | 7.08 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 89,542 | 13.03 | 14,260 | 17.18 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 21,222 | 0.03 | 3,380 | 3.71 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Put | 10,000 | 1,583 | |||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 145,225 | 18.22 | 23,129 | 22.58 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 105,381 | 3.39 | 16,783 | 7.19 | ||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 236 | 11.85 | 38 | 15.63 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 140,237 | 273.79 | 22,202 | 294.91 | ||||
| 2025-06-27 | NP | SOXL - Direxion 每日半导体牛市 3 倍股票 | 2,905,340 | 12.48 | 431,327 | -3.44 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 270 | 125.00 | 43 | 138.89 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 5,127 | 3.28 | 817 | 7.09 | ||||
| 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 | 79,510 | 10.38 | 11,545 | 1.97 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 162,857 | 49.74 | 24,872 | 34.42 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 932 | 8.88 | 143 | 9.16 | ||||
| 2025-08-11 | 13F | LCNB公司 | 1,304 | 208 | ||||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 170 | 27 | ||||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 724 | 10.37 | 107 | -5.31 | ||||
| 2025-04-21 | NP | 一篮子 ETF 信托 - 一篮子科技巨头精选 ETF | 2,250 | 837.50 | 354 | 828.95 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 600 | 96 | ||||||
| 2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 6,004 | 36.45 | 891 | 17.24 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 31,143,170 | 1.34 | 4,959,861 | 5.07 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 394,968 | 11.64 | 62,903 | 15.75 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 324 | 52 | ||||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 5,955 | 0.19 | 948 | 3.83 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 5,105 | 7.25 | 813 | 11.22 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 1,691 | 16.38 | 269 | 20.63 | ||||
| 2025-07-30 | NP | FLOW - Global X US Cash Flow Kings 100 ETF | 1,441 | 17.06 | 209 | 8.29 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 29,079 | 6.34 | 4,317 | -8.69 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 22,183 | 1,465.49 | 3,533 | 1,527.65 | ||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 165 | 35.25 | 24 | 14.29 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 7,862 | 1.24 | 1,252 | 4.95 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 48,773 | 8.76 | 7,768 | 12.76 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 1,503 | 12.00 | 239 | 16.02 | ||||
| 2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 2,590 | 1.37 | 376 | -6.23 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 235,976 | 0.84 | 35,033 | -13.43 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 194,856 | 1.54 | 28,928 | -12.83 | ||||
| 2025-07-18 | 13F | 布尔金资本管理有限公司 | 64,178 | 4.19 | 10,221 | 8.02 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 1,525 | 6.27 | 243 | 10.45 | ||||
| 2025-07-16 | 13F | 阿灵顿资本管理公司 | 1,516 | 241 | ||||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 27,122 | 2.55 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 6,183 | 15.74 | 985 | 31.20 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 3,649 | 4.74 | 581 | 8.60 | ||||
| 2025-08-13 | 13F | 第1832章 | 26,834 | 63.32 | 4,274 | 69.36 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 7,276 | 1,159 | ||||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 2,215 | 0.09 | 353 | 3.83 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 1,500 | 239 | |||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 763,228 | 17.12 | 121,552 | 21.43 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 9,100 | 28.17 | 1,449 | 32.94 | |||
| 2025-08-15 | 13F | 前街资本管理公司 | 1,654 | 24.45 | 0 | |||||
| 2025-08-14 | 13F | 范登伯格管理公司 | 58,302 | 2.69 | 9,285 | 6.47 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 75,826 | 12,076 | ||||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 4,502 | 15.50 | 717 | 19.73 | ||||
| 2025-08-13 | 13F | 美丽华资本有限责任公司 | 71,912 | 1.58 | 11,453 | 5.32 | ||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 3,846,967 | 6.42 | 612,668 | 10.34 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 5,699 | 1.48 | 908 | 5.22 | ||||
| 2025-08-07 | 13F | 指导资本公司 | 6,540 | 3.42 | 969 | 9.62 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 8,200 | 1,306 | ||||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 13,909 | 3.91 | 2,065 | -10.80 | ||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 6,447 | 1,027 | ||||||
| 2025-08-20 | NP | ADANX - AQR 多元化套利基金 N 级 | Short | -12,218 | -1,946 | |||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 11,671 | 46.31 | 1,856 | 51.51 | ||||
| 2025-07-21 | 13F | 111资本 | 22,787 | 68.13 | 3,629 | 74.39 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 9,404 | 17.65 | 1,365 | 8.68 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 888,587 | 52.53 | 141,516 | 58.14 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 812,579 | 1.60 | 129,411 | 5.33 | ||||
| 2025-03-27 | NP | SOVF - 主权资本繁荣基金 | 8,789 | 73.42 | 1,520 | 84.34 | ||||
| 2025-07-10 | 13F | 社区信托投资公司 | 17,722 | 0.93 | 2,822 | 4.63 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 102,611 | 19.16 | 16,337 | 23.55 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 1,785 | 15.46 | 284 | 19.83 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 10,181 | 2.67 | 1,621 | 6.43 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 8,252 | 9.28 | 1,314 | 13.37 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 11,866 | 18.43 | 1,888 | 35.37 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 543,319 | 12.37 | 86,529 | 16.50 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 13,242 | 4.91 | 1,966 | -9.95 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 200 | 32 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 129,700 | 44.75 | 20,656 | 50.08 | |||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 4,882 | 81.02 | 778 | 87.68 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 4,376 | 2.72 | 697 | 6.42 | ||||
| 2025-07-24 | 13F | 阿盖尔资本管理公司 | 4,209 | 4.99 | 670 | 8.94 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 65,802 | 9.79 | 9,554 | 1.43 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 2,592 | 413 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 236,568 | 10.08 | 37,676 | 14.13 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,766 | 6.26 | 281 | 10.20 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 2,986 | 8.50 | 443 | -6.74 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 12,531 | 1.91 | 1,996 | 5.67 | ||||
| 2025-05-28 | NP | NDOW-Anydrus Advantage ETF | 1,306 | 36.04 | 201 | 36.05 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 44,809 | 3.14 | 3,232 | 11.11 | ||||
| 2025-07-03 | 13F | 集体家族办公室有限责任公司 | 1,759 | 2.99 | 280 | 6.87 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 120,409 | 20.04 | 17,483 | 10.90 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 6,276 | 11.28 | 1,000 | 15.36 | ||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 7,584 | 1.77 | 1,208 | 5.51 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 186,648 | 2.25 | 27,232 | -2.89 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 2,294 | 365 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 221,179 | 36.51 | 35,256 | 42.19 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 2,513 | 9.98 | 400 | 13.96 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 835 | 25.75 | 133 | 30.69 | ||||
| 2025-08-14 | 13F | 第五德尔塔有限公司 | 400,500 | 79.92 | 63,784 | 86.54 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 2 | 0 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 192,680 | 2.13 | 30,686 | 5.89 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 150,492 | 6.95 | 22,342 | -8.19 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 1,398 | 220 | ||||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 3,902 | 10.73 | 621 | 14.79 | ||||
| 2025-08-05 | 13F | 环山资本有限责任公司 | 1,305 | 202 | ||||||
| 2025-08-14 | 13F | 山顶控股公司 | 18,635 | 3.14 | 2,968 | 6.92 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 48,351 | 13.54 | 7,700 | 17.72 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 659 | 105 | ||||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | Call | 900 | 143 | |||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 470 | 72 | ||||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 240,876 | 22.03 | 38,362 | 26.52 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 730,813 | 5.31 | 108,496 | -9.59 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 20,767 | 389.21 | 3,307 | 407.21 | ||||
| 2025-08-22 | NP | 德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级 | 5,462 | 19.73 | 870 | 24.14 | ||||
| 2025-04-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 24,565 | 4.24 | 3,861 | 3.35 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 11,000 | 7.38 | 1,752 | 11.32 | ||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 52,944 | 62.17 | 8,432 | 68.15 | ||||
| 2025-03-28 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 7,625 | 33.35 | 1,319 | 41.72 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 3,045 | 18.02 | 485 | 22.22 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 8,056 | 4.68 | 1,283 | 8.46 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 24,463 | 3,896 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 14,776 | 34.13 | 2,270 | 34.10 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 28,500 | 4,539 | ||||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 5,317 | 2.25 | 847 | 6.02 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 23,944 | 40.15 | 3,555 | 20.31 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 40,915 | 2,835.08 | 6,516 | 2,944.86 | ||||
| 2025-07-22 | 13F | 华威投资管理公司 | 1,468 | 234 | ||||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 13,754 | 30.16 | 1,997 | 20.30 | ||||
| 2025-05-27 | NP | FTQI - First Trust 对冲 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 | 75,986 | 341.73 | 11,672 | 341.79 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 2,412 | 12.29 | 384 | 16.72 | ||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 1,631 | 2.45 | 260 | 6.15 | ||||
| 2025-07-31 | 13F | 忠利投资基金公司 | 1,000 | 159 | ||||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 69,063 | 47.58 | 10,999 | 53.01 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 9,164 | 1,460 | ||||||
| 2025-08-14 | 13F | 目的地财富管理 | 177,965 | 2.26 | 28,343 | 6.01 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 2,625 | 277.16 | 418 | 294.34 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 669,698 | 9.20 | 99,423 | -6.25 | ||||
| 2025-07-31 | 13F | ARGA 投资管理有限合伙人 | 173,484 | 3.93 | 27,629 | 7.75 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 167,484 | 27 | ||||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 8,118 | 13.51 | 1,293 | 17.67 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 68,395 | 0.27 | 10,893 | 3.96 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 3,462 | 0.38 | 551 | 4.16 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 20,100 | 113.83 | 3,201 | 121.83 | ||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,243,925 | 18.99 | 198,107 | 23.36 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 3,642 | 3.35 | 580 | 7.21 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 18,644 | 9.76 | 2,969 | 13.80 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 10,234 | 14.55 | 1,630 | 18.73 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 22,541 | 4.39 | 3,590 | 8.23 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 309,360 | 15.94 | 49,269 | 20.20 | ||||
| 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 | 24,579 | 5.38 | 3,914 | 9.27 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 13,851 | 2.47 | 2,206 | 6.21 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 24,316 | 24.21 | 3,873 | 28.77 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 17,012 | 7.04 | 2,709 | 10.98 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 197,485 | 0.98 | 29,319 | -13.31 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 3,362 | 152.59 | 535 | 136.73 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 36,651 | 180.96 | 5,837 | 191.41 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 12,266 | 0.20 | 1,953 | 3.88 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 18,194 | 1.62 | 2,898 | 5.35 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 52,988 | 13.07 | 8,439 | 17.23 | ||||
| 2025-08-14 | 13F | 皇家资本财富管理有限公司 | 3,100 | 0.13 | 494 | 3.79 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 951,400 | 72.95 | 151,520 | 79.31 | |||
| 2025-08-04 | 13F | 现场和主要银行 | 1,425 | 0.35 | 227 | 3.67 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 21,805 | 596.65 | 3,473 | 623.33 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 488,610 | 77,816 | ||||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,117 | 27.74 | 9,733 | 32.44 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 71,505 | 46.76 | 10,616 | 25.99 | ||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 57,802 | 2.26 | 9,206 | 6.02 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 827,397 | 6.53 | 131,771 | 10.45 | ||||
| 2025-08-26 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 171 | 1.79 | 27 | 8.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,700,109 | 27.95 | 270,579 | 32.70 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 15,765 | 2.62 | 2,511 | 6.40 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 134,345 | 0.76 | 21,396 | 4.46 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 27,172 | 3.45 | 4,034 | -11.21 | ||||
| 2025-07-09 | 13F | 圣路易斯财务规划师资产管理有限责任公司 | 15,921 | 10.10 | 2,536 | 14.14 | ||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 1,513 | 15.14 | 241 | 19.40 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 2,223 | 11.71 | 354 | 16.07 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 1,151 | 2.04 | 183 | 5.78 | ||||
| 2025-08-28 | NP | TWVLX - 价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 138,025 | 0.43 | 21,982 | 4.13 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 1,700 | 271 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 7,400 | 76.19 | 1,179 | 82.64 | |||
| 2025-08-22 | NP | FMET - 富达 Metaverse ETF | 11,457 | 28.37 | 1,825 | 33.14 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 1,789 | 21.78 | 285 | 26.22 | ||||
| 2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 4,473 | 687 | ||||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 1,887 | 301 | ||||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 231 | 18.46 | 37 | 24.14 | ||||
| 2025-07-24 | 13F | 全面财富规划与管理有限公司 | 2,025 | 11.88 | 323 | 15.83 | ||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 475,755 | 13.68 | 70,631 | -2.41 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 1,608 | 2.16 | 256 | 6.22 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 80,383 | 0.26 | 10,906 | -4.35 | ||||
| 2025-08-07 | 13F | 马赛克金融集团有限公司 | 2,195 | 3.29 | 0 | |||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 19,619 | 0.63 | 3,125 | 4.34 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 5,344 | 241.03 | 851 | 254.58 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 11,376 | 7.07 | 1,812 | 10.97 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 7,345 | 2.07 | 1,170 | 5.79 | ||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 1,484 | 236 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,754 | 18.22 | 7,386 | 1.50 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 5,005 | 87.45 | 797 | 94.39 | ||||
| 2025-08-27 | 13F | 赛普拉斯资本顾问有限责任公司 | 6,108 | 0.38 | 973 | 4.07 | ||||
| 2025-08-01 | 13F | 华侨银行 | 28,432 | 51.26 | 4,511 | 55.41 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 2,605 | 0.58 | 415 | 4.28 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 12,159 | 65.05 | 1,941 | 72.60 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘价值投资组合 A 类 | 344,512 | 14.24 | 54,867 | 18.44 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 2,224 | 8.75 | 354 | 12.74 | ||||
| 2025-08-14 | 13F | 和谐资产管理有限公司 | 2,972 | 1.23 | 473 | 4.88 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 735,149 | 12.73 | 117,080 | 16.87 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 21,046 | 19.79 | 3,235 | 21.07 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 3,136 | 0.29 | 496 | 10.24 | ||||
| 2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 28,159 | 70.60 | 4,485 | 76.88 | ||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 3,216 | 3.21 | 512 | 7.11 | ||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 8,800 | 17.33 | 1 | 0.00 | ||||
| 2025-08-29 | NP | WTAI - WisdomTree人工智能与创新基金 NA | 21,459 | 16.40 | 3,418 | 20.70 | ||||
| 2025-06-25 | NP | CFLGX - ClearBridge 战术股息收入基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,853 | 69.34 | 5,620 | 45.38 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,169 | 45.45 | 3,737 | 24.87 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 2,170 | 7.91 | 0 | |||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 163,187 | 2.51 | 25,989 | 6.29 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,099 | 5.90 | 311 | 16.92 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 30,947 | 7.96 | 4,929 | 11.92 | ||||
| 2025-08-14 | 13F | 三尾财富管理有限公司 | 3,647 | 543 | ||||||
| 2025-04-17 | 13F | 克鲁姆卢比公司 | 5,030 | 5.89 | 773 | 5.90 | ||||
| 2025-08-05 | 13F | Triglav 基金有限公司 | 38,338 | 5.34 | 6,104 | 9.21 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 39,409 | 12.09 | 5,722 | 3.57 | ||||
| 2025-08-28 | NP | BLOK - Amplify 转型数据共享 ETF | 54,665 | 5.02 | 8,706 | 8.88 | ||||
| 2025-07-29 | 13F | 溪畔合作伙伴 | 1,637 | 0.61 | 261 | 4.42 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 11,839 | 1,885 | ||||||
| 2025-08-14 | 13F | 私人资本管理有限责任公司 | 8,755 | 103.37 | 1,394 | 110.89 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 6,970 | 53.46 | 1,110 | 59.25 | ||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 3,734 | 0.11 | 595 | 3.85 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 3,965 | 0.86 | 631 | 4.64 | ||||
| 2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 328 | 94.08 | 49 | 65.52 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 53,390 | 2.38 | 9 | 0.00 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 286,010 | 91.75 | 43,934 | 91.74 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 1,626 | 0.37 | 258 | 14.73 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 800 | 13.48 | 123 | 12.96 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 12,838 | 85.82 | 2,045 | 92.65 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,052 | 1,268.61 | 453 | 1,158.33 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 2,086 | 11.85 | 333 | 22.96 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 440 | 3.77 | 70 | 7.69 | ||||
| 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 | 27,617 | 19.05 | 4,242 | 19.06 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 97 | 15 | ||||||
| 2025-08-14 | 13F | 斯塔利资本顾问公司 | 736,713 | 0.93 | 117,329 | 4.65 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 18,185 | 2,896 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 56,151 | 6.98 | 8,153 | -1.16 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 26,187 | 2.22 | 4,171 | 5.97 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,581,953 | 2.99 | 251,942 | 6.78 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 500 | 80 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 52,562 | 4.41 | 8,371 | 8.25 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 41,508 | 18.70 | 6,611 | -5.10 | ||||
| 2025-08-28 | NP | GPTUX - GuidePath(R) 战术分配基金服务股票 | 65,203 | 7.59 | 10,384 | 11.55 | ||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 154,437 | 29.50 | 24,596 | 34.26 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 1,242,047 | 5.44 | 197,808 | 9.31 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 6,686 | 0.68 | 1,065 | 4.31 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 1,406 | 0.36 | 224 | 3.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 26,109 | 1,016.25 | 4,158 | 1,058.22 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 7,653,251 | 5.70 | 1,219 | 9.53 | ||||
| 2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 285,334 | 3.54 | 42,361 | -11.11 | ||||
| 2025-07-14 | 13F | CJM财富顾问有限公司 | 10,089 | 0.57 | 1,607 | 4.22 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 179,417 | 11.59 | 29 | 16.67 | ||||
| 2025-05-22 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 44,214 | 157.54 | 6,792 | 157.53 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 92,871 | 9.05 | 13,630 | 4.18 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 6,045 | 0.73 | 1,045 | 7.07 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 15,263 | 84.60 | 2,216 | 69.16 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 25,168 | 4,008 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 658,000 | 1,962.70 | 104,793 | 2,038.63 | |||
| 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 | 106,956 | 1.13 | 17,034 | 4.84 | ||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 7,861 | 0.90 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 130,000 | 237.66 | 20,704 | 250.13 | |||
| 2025-08-12 | 13F | 磁石财富管理有限责任公司 | 13,503 | 3.48 | 2,151 | 7.29 | ||||
| 2025-08-14 | 13F | 嘉实投资顾问有限公司 | 12,871 | 5.64 | 2,050 | 9.51 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 2,487 | 0.93 | 396 | 4.76 | ||||
| 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 | 557,774 | 0.23 | 88,831 | 3.91 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 604 | 25.05 | 96 | 29.73 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 12,788 | 152.78 | 2,037 | 162.03 | ||||
| 2025-08-04 | 13F | 人力投资有限责任公司 | 4,314 | 2.25 | 687 | 5.86 | ||||
| 2025-07-07 | 13F | 福克斯希尔财富管理 | 3,376 | 109.30 | 538 | 117.41 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 6,838 | 12.73 | 1,089 | 16.97 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 4,040 | 1.94 | 643 | 5.76 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 2,772 | 441 | ||||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 38 | 6 | ||||||
| 2025-08-06 | 13F | 双创资本管理公司 | 44,826 | 9.43 | 7,139 | 13.45 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 12,301,493 | 18.03 | 1,959,136 | 22.37 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪大型公司价值基金标准 II 类 | 7,445 | 13.59 | 1,186 | 17.79 | ||||
| 2025-07-28 | NP | SOXQ - Invesco PHLX 半导体 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 | 113,494 | 1.33 | 16,479 | -6.39 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 21,906 | 1.50 | 3,489 | 5.22 | ||||
| 2025-07-28 | 13F | 创新财富合作伙伴 | 2,451 | 18.87 | 390 | 23.42 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 645,645 | 30.15 | 95,852 | 11.73 | ||||
| 2025-08-14 | 13F | 道富银行 | 53,667,047 | 0.79 | 8,547,014 | 4.50 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 53,100 | 44.83 | 8,457 | 50.17 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 3,753 | 10.25 | 1 | |||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 2,503 | 399 | ||||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 258 | 64.33 | 41 | 70.83 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 5,684 | 4.64 | 905 | 8.51 | ||||
| 2025-08-11 | 13F | 花旗集团 | 4,190,544 | 10.51 | 667,386 | 14.58 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 6,446 | 2.58 | 1,027 | 6.32 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 11,187 | 0.35 | 1,782 | 4.03 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 627,000 | 75.58 | 99,856 | 82.04 | |||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 58,241 | 6.23 | 9,275 | 10.14 | ||||
| 2025-09-03 | 13F | 美国信托 | 2,470 | 393 | ||||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 200 | 32 | ||||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 1,750 | 28.11 | 279 | 33.01 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,767 | 24.77 | 10,358 | 7.12 | ||||
| 2025-05-30 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 25,731 | 5.38 | 4,098 | 9.25 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 5,919 | 2.53 | 943 | 6.43 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 11,968 | 32.20 | 1,906 | 37.12 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 83,090 | 8.68 | 13,233 | 12.67 | ||||
| 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 | 160,269 | 11.08 | 23,794 | -4.64 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 2,117 | 0.38 | 337 | 4.33 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 59 | 9 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 5,778 | 6.12 | 920 | 10.05 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 560,028 | 12.10 | 89,190 | 16.22 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 17,908 | 0.56 | 2,628 | -3.91 | ||||
| 2025-08-15 | NP | BWLAX - American Beacon Bridgeway 大盘价值基金 A 类 | 10,600 | 70.97 | 1,688 | 77.31 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 37,942 | 1.26 | 6,043 | -7.12 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 1,694 | 20.23 | 0 | |||||
| 2025-08-14 | 13F | 多伦多道明银行 | Call | 300,000 | 47,778 | |||||
| 2025-07-23 | 13F | 1 北方财富服务有限公司 | 7 | 1 | ||||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 373 | 54 | ||||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 41,897 | 6.91 | 6,083 | -1.23 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 2,507 | 10.05 | 399 | 14.33 | ||||
| 2025-08-08 | 13F | KBC 集团 | 1,492,023 | 12.13 | 238 | 16.18 | ||||
| 2025-07-23 | NP | SMVLX - Smead 价值基金投资者类别股票 | 644,123 | 15.49 | 93,527 | 6.69 | ||||
| 2025-08-14 | 13F | 南山人寿保险股份有限公司 | 753,735 | 0.27 | 120,040 | 3.95 | ||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,722,612 | 1.08 | 1,389,163 | 4.80 | ||||
| 2025-08-06 | 13F | 360金融公司 | 2,961 | 5.79 | 472 | 9.79 | ||||
| 2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 2,297 | 20.77 | 341 | 3.96 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 482,377 | 2.43 | 76,823 | 6.20 | ||||
| 2025-08-06 | 13F | RD金融有限公司 | 24,400 | 112.17 | 4 | 200.00 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 142 | 43.43 | 23 | 46.67 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 14,604 | 2,326 | ||||||
| 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 | 11,898 | 1.10 | 1,728 | -6.60 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 1,130,038 | 228.57 | 179,970 | 240.66 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,043,644 | 0.78 | 166,211 | 4.49 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 1,498 | 114.92 | 230 | 66.67 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 8,180 | 14.12 | 1,303 | 18.26 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 42,019 | 58.36 | 7 | 50.00 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 576 | 30.91 | 88 | 31.34 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,344 | 5,841 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 403 | 8.92 | 64 | 14.29 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 406,317 | 8.87 | 64,540 | 12.52 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 2,895 | 5.39 | 461 | 9.50 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 1,447 | 230 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 6,401 | 11.30 | 1,019 | 15.40 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 233,000 | 29.44 | 37 | 37.04 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 486,404 | 2.49 | 77 | 6.94 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 216 | 2,600.00 | 34 | 3,300.00 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 3,679 | 0.11 | 586 | 3.72 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 909 | 20.08 | 145 | 24.14 | ||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 181,368 | 3.78 | 26,926 | -10.91 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 37,242 | 8.86 | 5,408 | 0.56 | ||||
| 2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 990 | |||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 410,381 | 2.48 | 65,357 | 6.25 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 1,566 | 16.00 | 249 | 20.29 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 101,932 | 2.05 | 16,234 | 5.48 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 3,439 | 14.71 | 548 | 18.91 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 245 | 39 | ||||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 93,181 | 4.31 | 13,834 | -10.45 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 2,560 | 2.48 | 408 | 6.27 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 18,709 | 2.94 | 2,980 | 6.74 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,831 | 2.87 | 292 | 6.59 | ||||
| 2025-08-12 | 13F | NWF咨询服务公司 | 1,932 | 297 | ||||||
| 2025-08-12 | 13F | 峰会全球投资 | 13,407 | 1.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Meridiem资本合伙公司 | 160,944 | 25,632 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 242,611 | 0.35 | 35,227 | -7.29 | ||||
| 2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 5,745 | 915 | ||||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 248,740 | 108.65 | 40 | 116.67 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 4,223 | 11.34 | 673 | 15.46 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 233,189 | 50.89 | 37,138 | 56.44 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 352,885 | 14.33 | 56,200 | 18.53 | ||||
| 2025-08-29 | NP | MBOX - 自由日股息 ETF | 15,893 | 2,531 | ||||||
| 2025-08-28 | NP | IPDP - 股息执行者 ETF | 2,867 | 5.40 | 457 | 9.35 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 225,591 | 2.92 | 35,928 | 6.71 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | 7,617 | 46.57 | 1,213 | 52.01 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 577,182 | 3.46 | 85,688 | -11.18 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 16,756 | 2.13 | 2,669 | 5.87 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 280 | 0.36 | 45 | 4.76 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 95,921 | 1.77 | 15,276 | 5.51 | ||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 1,858 | 296 | ||||||
| 2025-08-27 | NP | TVLAX - Touchstone 价值基金 A | 93,506 | 1.49 | 14,892 | 5.22 | ||||
| 2025-08-13 | 13F | 贸易通资本有限责任公司 | 2,300 | 0 | ||||||
| 2025-08-04 | 13F | 长荣财富管理有限公司 | 12,348 | 0.66 | 1,966 | 4.35 | ||||
| 2025-07-10 | 13F | 斯特林金融集团公司 | 1,286 | 205 | ||||||
| 2025-07-10 | 13F | 向日葵银行，NA | 2,113 | 8.30 | 337 | 12.37 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 25,252 | 1.69 | 4,022 | 5.43 | ||||
| 2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 131,485 | 0.59 | 20,940 | 4.29 | ||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 2,701 | 430 | ||||||
| 2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 3,409 | 7.23 | 543 | 11.07 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 85,100 | 222.35 | 13,553 | 234.23 | |||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 15,000 | 44.23 | 2,389 | 49.53 | |||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 6,390 | 14.39 | 1,018 | 18.53 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 56,749 | 35.57 | 9,038 | 41.07 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,737 | 277 | ||||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 43,800 | 301.83 | 6,976 | 316.67 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 5,998 | 16.53 | 955 | 20.89 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 14,753 | 4.34 | 2,350 | 8.15 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 5,627 | 0.79 | 896 | 4.55 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 2,515 | 1.13 | 401 | 4.71 | ||||
| 2025-06-27 | NP | GPTY - YieldMax(TM) 人工智能与科技投资组合期权收入 ETF | 4,106 | 46.12 | 610 | 25.57 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 1,742 | 1.93 | 277 | 5.73 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 3,963 | 608 | ||||||
| 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 | 202,982 | 2.02 | 32,327 | 5.78 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,824 | 4.95 | 290 | 12.40 | ||||
| 2025-05-29 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 70,600 | 10,845 | ||||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 536 | 82 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 457,800 | 12.79 | 72,909 | 16.94 | |||
| 2025-08-07 | 13F | 达美财务顾问有限公司 | 3,696 | 1.09 | 589 | 4.81 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 9,442 | 2.35 | 1,504 | 6.07 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 27,064 | 19.03 | 3,930 | 9.96 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 1,500 | 0.87 | 239 | 4.39 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 5,061 | 10.55 | 807 | 14.79 | ||||
| 2025-07-03 | 13F | 加德资本公司 | Put | 573 | 3.80 | |||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 47,300 | 300.85 | 515 | 302.34 | |||
| 2025-08-12 | 13F | 荷兰银行 | 8,121 | 1.70 | 1,299 | 6.04 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 144 | 100.00 | 21 | 75.00 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 126,839 | 0.55 | 20,200 | 4.25 | ||||
| 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 | 3,307 | 8.04 | 527 | 11.91 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 100,400 | 123.61 | 196 | -52.44 | |||
| 2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 16,707 | 16.44 | 2,661 | 20.74 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 3,048 | 0.26 | 485 | 3.85 | ||||
| 2025-07-31 | 13F | 霍格金融服务有限公司 | 17,096 | 0.42 | 2,723 | 4.09 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 73,467 | 250.66 | 11,700 | 263.58 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 1,732 | 5.93 | 276 | 9.56 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 25,080 | 4.58 | 3,994 | 8.44 | ||||
| 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 | 2,218 | 2.31 | 329 | -12.03 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 12,112 | 7.01 | 1,929 | 10.93 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 180,864 | 3.08 | 27,784 | -6.36 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 15,128 | 99.66 | 2,367 | 103.44 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 338 | 6.96 | 54 | 10.42 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 243 | 35 | ||||||
| 2025-05-12 | 13F | 桑迪泉银行 | 37,033 | 1.97 | 5,689 | 1.95 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 71,110 | 6.90 | 11 | 10.00 | ||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 6,188 | 0.37 | 950 | -3.94 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 103,106 | 5.24 | 16,421 | 9.11 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 37,534 | 1.43 | 5,978 | 5.15 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 3,066 | 4.00 | 488 | 7.96 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 1,354 | 216 | ||||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 9,942 | 43.46 | 1,444 | 32.51 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 28,099 | 85.12 | 4,475 | 91.98 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 43,970 | 13.56 | 6,384 | 4.91 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,915,049 | 3.99 | 304,991 | 7.81 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 16,613 | 2.85 | 2,646 | 6.61 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 3,043 | 7.79 | 485 | 11.78 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 164,251 | 87.98 | 26,040 | 95.14 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 53,726 | 5.93 | 8,556 | 9.82 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 393 | 3.97 | 0 | |||||
| 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 | 77,391 | 19.97 | 11,489 | 2.99 | ||||
| 2025-07-24 | NP | KDHAX - DWS CROCI 股票股息基金 A 类 | 132,319 | 19,213 | ||||||
| 2025-07-29 | 13F | 计划解决方案公司 | 2,108 | 336 | ||||||
| 2025-07-29 | 13F | Crux 财富顾问 | 4,895 | 32.58 | 780 | 37.39 | ||||
| 2025-07-17 | 13F | 弗吉尼亚财富管理集团有限公司 | 29,027 | 0.72 | 4,623 | 4.40 | ||||
| 2025-06-25 | NP | ARKW - ARK 下一代互联网 ETF | 115,906 | 63.58 | 17,207 | 40.43 | ||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 40,982 | 6.54 | 6,084 | -8.54 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 31,768 | 0.37 | 4,613 | -7.28 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 4,327 | 7.34 | 689 | 11.31 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 16,032 | 8.48 | 2,553 | 12.47 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 73,585 | 2.16 | 11,719 | 5.92 | ||||
| 2025-08-14 | 13F | 维京全球投资有限责任公司 | 3,152,866 | 120.12 | 502,125 | 128.22 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 11,954 | 1,904 | ||||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 8,800 | 1,401 | |||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 5,969 | 0.40 | 951 | 4.05 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 9,123 | 1 | ||||||
| 2025-08-11 | 13F | 添马证券有限责任公司 | 139,249 | 2.41 | 22,177 | 6.18 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 19,650 | 0.17 | 3,129 | 3.85 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 28,908 | 13.26 | 4,197 | 4.64 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 1,492 | 14.59 | 238 | 19.10 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 9,599 | 17.51 | 1,529 | 21.85 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 2,242 | 1.45 | 357 | 5.31 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 4,022 | 1.87 | 597 | -12.46 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 82,860 | 20.76 | 13,196 | 25.20 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 372,848 | 2.75 | 59,380 | 6.53 | ||||
| 2025-07-25 | NP | AIPI - REX AI 股票溢价收益 ETF | 59,019 | 10.22 | 8,570 | 1.82 | ||||
| 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 | 1,144 | 18.18 | 170 | 1.20 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 46,083 | 29.28 | 6,841 | 10.98 | ||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,526 | 19.55 | 3,997 | 10.45 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 12,712 | 38.35 | 1,846 | 27.77 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,831 | 1.64 | 3,093 | -12.75 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 7,687 | 300.99 | 1,116 | 270.76 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 26,459 | 4.52 | 3,928 | -10.26 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 42 | 7 | ||||||
| 2025-07-22 | 13F | 库里南联合公司 | 35,895 | 17.96 | 5,717 | 22.29 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 26 | 23.81 | 4 | 33.33 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,455 | 226.87 | 502 | 201.81 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 5,776 | 9.85 | 920 | 13.88 | ||||
| 2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 3,399 | 34.99 | 522 | 4.19 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 3,489,070 | 4.93 | 555,670 | 8.79 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 6,266 | 15.44 | 998 | 19.69 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 73,971 | 2.35 | 11,781 | 6.12 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 59,752 | 4.62 | 8,676 | -3.35 | ||||
| 2025-07-29 | NP | RISN - Inspire 战术平衡 ESG ETF | 16,992 | 2,467 | ||||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 5,985 | 3.30 | 869 | -4.51 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 34,486 | 24.39 | 5,492 | 28.98 | ||||
| 2025-08-04 | 13F | B&l 资产管理有限公司 | 4,404 | 1.62 | 701 | 5.41 | ||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 15,701 | 26.12 | 2,501 | 30.75 | ||||
| 2025-08-08 | 13F | 螃蟹 | 6,893 | 0.80 | 1,098 | 4.48 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 350 | 1.74 | 54 | 1.92 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 975 | 150 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 47,600 | 89.64 | 7,581 | 96.63 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 75,900 | 131.40 | 12,088 | 139.92 | |||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 395 | 63 | ||||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 1,911 | 10.02 | 304 | 14.29 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 643 | 10.29 | 102 | 14.61 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 19,341 | 11.52 | 2,871 | -4.27 |
