机构和基金投资人持股 - 买家
在杜克能源公司中开设新头寸的主要持有者包括 Jnl 系列信托 - Jnl/wmc 平衡基金 (a), CSM 顾问有限责任公司, 林登顾问有限公司, 中西部信托公司, BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股, Glenmede投资管理有限公司, 瑞穗证券美国有限公司, 德克萨斯州金斯顿资本合伙有限公司, 水手投资集团有限公司, PCEQX - 胜利先锋股票收益基金C类, 澳斯比尔投资管理有限公司, 隆奥资产管理（美国）公司, 埃文泰德资产管理有限公司, SVYAX - SIIT 美国管理波动性基金 - A 类, 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金, ELCV-Eventide 高股息 ETF, 哈德逊湾资本管理有限公司, VM 曼宁公司, BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A, 和 Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 15,117 | 70.83 | 1,784 | 65.25 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 105,786 | 2.00 | 12,483 | -1.32 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 2,086 | 0.77 | 246 | -2.38 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 23,923 | 9.12 | 2,823 | 5.57 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 6,766 | 55.04 | 798 | 50.00 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 4,917 | 0.86 | 580 | -2.36 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 26,703 | 75.10 | 3,151 | 69.35 | ||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 2,808 | 1.92 | 331 | -1.49 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 4,540 | 41.57 | 536 | 36.83 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 11,964 | 3.25 | 1,412 | -0.14 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 93,642 | 28.23 | 11,024 | 28.49 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 32,500 | 6,400.00 | 3,747 | 7,394.00 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 327,625 | 39 | ||||||
| 2025-06-26 | NP | FNSTX - 富达基础设施基金 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 | 28,900 | 268.43 | 3,526 | 301.59 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -20,140 | -59.71 | -2,377 | -61.03 | |||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 42,343 | 115.04 | 4,996 | 108.08 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 9,746 | 1.30 | 1,150 | -1.96 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 2,929 | 5.70 | 346 | 2.37 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 34,100 | 84.32 | 4,024 | 78.32 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 29,100 | 32.27 | 3,434 | 27.95 | |||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 135,977 | 2.09 | 16,045 | -1.23 | ||||
| 2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 6,842 | 0.06 | 807 | -3.24 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 39,622 | 15.42 | 4,664 | 15.65 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 2,016 | 9.21 | 238 | 5.33 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 15,388 | 0.25 | 1,816 | -3.04 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 800 | 8.25 | 94 | 4.44 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,462 | 0.21 | 0 | |||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 2,338 | 252 | ||||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 2,121 | 13.67 | 250 | 10.13 | ||||
| 2025-08-14 | 13F | 德美银行 | 2,709 | 320 | ||||||
| 2025-07-23 | 13F | 客观平方有限责任公司 | 3,720 | 0.05 | 439 | -0.90 | ||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 182,442 | 92.04 | 22,262 | 109.24 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 13,550 | 1,653 | ||||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 136,780 | 8.85 | 16,140 | 5.30 | ||||
| 2025-03-28 | NP | UGOFX - 全球管理波动性基金机构股票 | 2,460 | 0.12 | 275 | -2.83 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 3,416 | 83.85 | 403 | 78.32 | ||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 5,605 | 661 | ||||||
| 2025-07-18 | 13F | 第一太平金融 | 1,149 | 391.03 | 136 | 382.14 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 70 | 8 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 6,825 | 1.49 | 805 | -1.83 | ||||
| 2025-08-27 | NP | TLLVX - 大盘价值基金 | 9,728 | 1.32 | 1,148 | -2.05 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 150,000 | 17,700 | ||||||
| 2025-08-05 | 13F | 阿特拉斯财富合作伙伴有限责任公司 | 3,157 | 3.27 | 0 | |||||
| 2025-08-14 | 13F | 都铎金融公司 | 5,444 | 1.59 | 642 | -1.68 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 15,703 | 25.34 | 1,853 | 21.20 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,745 | 560 | ||||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 12,277 | 0.20 | 1,449 | -3.08 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 11,752 | 2.13 | 1,430 | 1.78 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 9,129 | 7.02 | 1,077 | 17.32 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,748 | 0.58 | 217 | 3.83 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 968 | 114 | ||||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 171,574 | 82.02 | 20,246 | 76.10 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 4,405 | 2.80 | 520 | -0.57 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 46,657 | 1.66 | 5,576 | -0.89 | ||||
| 2025-08-11 | 13F | TSP 资本管理集团有限责任公司 | 2,077 | -3.22 | ||||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 7,250 | 20.33 | 856 | 16.49 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 21,300 | 1,083.33 | 2,513 | 1,047.49 | |||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 160,786 | 7.68 | 18,971 | 6.29 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 2,581 | 16.16 | 305 | 12.59 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,944 | 62.68 | 229 | 62.86 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 2,822 | 0.36 | 333 | -3.21 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 21,800 | 10,800.00 | 2,572 | 10,616.67 | |||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,553 | 34.86 | 4,656 | 35.15 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 2,724 | 13.03 | 321 | 9.56 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 34,839 | 0.94 | 4,111 | -2.33 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 21,854 | 2.34 | 2,568 | -1.42 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 15,879 | 1,874 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 8,745 | 4.43 | 1,032 | 0.98 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2,607 | 308 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 5,219 | 4.17 | 612 | 5.15 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 12,232 | 16.90 | 1,440 | 17.09 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 419,702 | 2.63 | 50 | 0.00 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 3,129 | 3.57 | 369 | 0.27 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 3,437 | 0.17 | 406 | -3.11 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 3,381 | 0.09 | 399 | -3.16 | ||||
| 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 | 1,439,150 | 1.14 | 169,417 | 1.34 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 8,912 | 3.62 | 1,052 | 0.19 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 6,014 | 50.84 | 710 | 45.88 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 3,823 | 19.73 | 466 | 35.47 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 4,791 | 38.63 | 565 | |||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 12,756 | 3.15 | 1,505 | 0.07 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 25,389 | 161.18 | 2,996 | 152.74 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 347 | 105.33 | 41 | 100.00 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 46,200 | 1.32 | 5,452 | -1.98 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 4,476 | 29.93 | 528 | 37.50 | ||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 171,627 | 16.78 | 20,252 | 12.98 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 2,501 | 295 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 71,343 | 24.99 | 8,418 | 20.93 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 538,513 | 2.28 | 63,545 | -1.05 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 3,482,162 | 8.89 | 410,913 | 5.35 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 557 | 0.36 | 67 | -1.49 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 27,448 | 4.87 | 3,231 | 5.07 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,107 | 6.47 | 249 | 2.90 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 1,748 | 0.29 | 206 | -2.83 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 193,009 | 21.39 | 22,775 | 17.45 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 23,521 | 3.32 | 2,775 | -0.07 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 96,372 | 1.35 | 11,372 | -1.95 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 2,074 | 24.49 | 245 | 20.20 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 4,878,800 | 11.89 | 575,698 | 8.24 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 93,841 | 31.74 | 11,073 | 138,312.50 | ||||
| 2025-03-31 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,396 | 61.86 | 1,612 | 57.27 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 10,923 | 14.51 | 1,289 | 10.75 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 50,060 | 0.70 | 6,108 | 9.72 | ||||
| 2025-08-01 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 19,000 | 192.31 | 2,242 | 183.08 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 565 | 19.45 | 67 | 20.00 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 5,589 | 0.04 | 660 | -3.23 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 26,216 | 0.17 | 3,086 | 0.39 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 6,775 | 0.59 | 799 | -2.68 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,282 | 151 | ||||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 5,330,635 | 9.65 | 629,015 | 6.08 | ||||
| 2025-08-27 | NP | 杰克逊实物资产基金 | 22,470 | 22.98 | 2,651 | 18.99 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,414 | 34.04 | 285 | 29.68 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 417,544 | 0.85 | 49 | -2.00 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 3,834 | 0.10 | 452 | -3.21 | ||||
| 2025-07-07 | 13F | 西联银行 | 86,212 | 15.30 | 10,173 | 11.56 | ||||
| 2025-07-15 | 13F | 真正的独立有限责任公司 | 2,023 | 3.64 | 239 | 0.00 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 46,600 | 13.11 | 5,499 | 9.41 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 58,876 | 7.31 | 6,947 | 3.81 | ||||
| 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 | 4,017 | 474 | ||||||
| 2025-08-13 | 13F | 纳夫有限公司 | 2,858 | 0.21 | 337 | -2.88 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 18,384 | 2.41 | 2,169 | -0.91 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 5,200 | 1.09 | 614 | -2.23 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 62,054 | 4.96 | 7,322 | 1.55 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 51,165 | 0.49 | 6,037 | -2.79 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 7,401 | 873 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 7,240 | 13.41 | 854 | 9.77 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 39,140 | 45.38 | 4,776 | 58.37 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 2,399 | 3.05 | 283 | 0.00 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 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 | 17,675 | 7.77 | 2,157 | 17.43 | ||||
| 2025-08-06 | 13F | 佳能金融策略师有限公司 | 7,689 | 0.33 | 907 | -2.89 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 321 | 0.94 | 38 | -2.63 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 8,417 | 0.02 | 986 | -1.40 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 3,177 | 7.69 | 375 | 4.18 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 355,559 | 3.02 | 41,956 | -0.34 | ||||
| 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 | 841,097 | 2.64 | 99,249 | -0.70 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 3,624 | 1,120.20 | 428 | 1,086.11 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 413,454 | 1.17 | 48,788 | -2.13 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 19,203 | 0.14 | 2,266 | -3.12 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 687 | 31.36 | 81 | 28.57 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 2,447 | 289 | ||||||
| 2025-07-21 | 13F | Credential证券公司 | 8,986 | 27.19 | 711 | 29.80 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 7,935 | 41.75 | 934 | 42.16 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 75,716,783 | 1.55 | 8,934,580 | -1.76 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 15,066 | 14.42 | 1,778 | 10.72 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 4,087 | 482 | ||||||
| 2025-07-29 | NP | NUKZ - 范围核复兴指数 ETF | 41,824 | 14.24 | 4,924 | 14.46 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 127,386 | 16.60 | 15,032 | 12.80 | ||||
| 2025-06-26 | 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 | 596,838 | 7.34 | 72,826 | 16.96 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 12,154 | 4.88 | 1,434 | 1.49 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 6,040 | 0.87 | 713 | -2.47 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 9,197 | 0.80 | 1,085 | -2.43 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 63,114 | 5.86 | 7,447 | 2.42 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 74,467 | 2.28 | 8,787 | -1.05 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 122,404 | 16.39 | 14,409 | 16.62 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 14,757 | 0.09 | 1,741 | -3.17 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 97,005 | 6.25 | 11,447 | 2.79 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,264 | 2.68 | 0 | |||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,875 | 1.02 | 221 | -2.21 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 58,715 | 3.24 | 6,928 | -0.13 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 29,569 | 39.63 | 3,489 | 35.13 | ||||
| 2025-08-04 | 13F | 联合银行 | 153,418 | 0.25 | 18 | 0.00 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 6,000 | 706 | ||||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 80,711 | 28.66 | 9,848 | 40.19 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 406,305 | 30.14 | 47,944 | 25.90 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 10,578 | 11.89 | 1,248 | 8.24 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 3,644 | 15.10 | 424 | 9.59 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 8,862 | 11.88 | 1,046 | 8.18 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 8,381 | 3.64 | 989 | 0.20 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 2,026 | 2.27 | 239 | -0.83 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 32,355 | 0.60 | 3,948 | 9.61 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 62,075 | 1.65 | 7,325 | -1.66 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 1,744 | 206 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 2,011,627 | 0.69 | 237,372 | -2.59 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 2,804 | 0.29 | 331 | -2.94 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,495 | 5.37 | 412 | 1.98 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 503,104 | 1.62 | 59,366 | -1.69 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 9,834 | 8.57 | 1,160 | 5.07 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 2,291 | 7.81 | 270 | 4.25 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 3,548 | 0.71 | 416 | -2.12 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 9,341 | 3.03 | 1,102 | -0.27 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 19,909 | 5.07 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 1,799 | 1.07 | 212 | -2.30 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 5,577 | 6.27 | 658 | 2.81 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 4,942,340 | 36.05 | 583,196 | 31.62 | ||||
| 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 | 78,522 | 2.76 | 9,266 | -0.59 | ||||
| 2025-08-07 | 13F | Timonier 家族办公室有限公司 | 3,237 | 0.06 | 382 | -3.30 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 5,471 | 11.74 | 646 | 8.04 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 204,502 | 0.05 | 24,131 | -3.21 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 2,169 | 256 | ||||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,755 | 0.46 | 207 | -2.82 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 1,395 | 13,850.00 | 165 | 16,300.00 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 45,835 | 20.88 | 5,409 | 16.96 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 579 | 0.17 | 68 | -2.86 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 291 | 34 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 11,857 | 8.67 | 1,396 | 8.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,172 | 0.74 | 256 | -2.29 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 501,278 | 5.00 | 61,166 | 14.41 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 5,687 | 49.66 | 671 | 44.92 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 129,235 | 2.20 | 15,769 | 11.36 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 41,746 | 1.79 | 4,926 | -1.52 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 50,595 | 115.59 | 5,970 | 108.60 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 3,400 | 401 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 18,124 | 50.18 | 2,139 | 45.34 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 14,500 | 20.83 | 1,711 | 16.95 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 170,443 | 0.48 | 20,112 | -2.78 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 8,945 | 83.56 | 1,056 | 77.61 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 23,662 | 2.30 | 2,917 | 3.37 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 3,076 | 7.33 | 375 | 17.19 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 17,099 | 11.75 | 2,018 | 8.09 | ||||
| 2025-08-07 | 13F | 佩登和里格尔 | 252,590 | 1.77 | 30 | -3.33 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 53,634 | 1.67 | 6,524 | 1.40 | ||||
| 2025-08-05 | 13F | 平衡风险投资有限责任公司 | 24,998 | 1.70 | 2,950 | -1.60 | ||||
| 2025-08-13 | 13F | 林奇资产管理公司 | 250 | 30 | ||||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 155 | 18 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 13,723 | 1.84 | 1,619 | -1.46 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,871 | 3.60 | 221 | 0.00 | ||||
| 2025-05-29 | NP | VSDA - VictoryShares 股息加速器 ETF | 46,797 | 10.64 | 5,708 | 25.24 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 183 | 1.67 | 22 | 0.00 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,238,854 | 2.47 | 146,185 | -0.86 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 34,800 | 13.73 | 4,106 | 10.02 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 3,143 | 1.52 | 371 | -1.86 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 19,893 | 6.24 | 2,427 | 15.79 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 2,260 | 57.82 | 266 | 58.33 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 4,190 | 11.88 | 494 | 8.33 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 12,400 | 0.66 | 1,463 | -0.48 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,528 | 0.58 | 3,956 | -2.68 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 462,968 | 54,630 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 761,006 | 65.71 | 89,799 | 60.31 | ||||
| 2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 793,369 | 11.75 | 93,618 | 8.12 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 18,676 | 4.89 | 2,204 | 1.47 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 7,861 | 19.81 | 928 | 15.88 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 55,725 | 8.51 | 6,576 | 4.98 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 10,593 | 892 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 1,734 | 7.04 | 205 | 3.55 | ||||
| 2025-08-14 | 13F | 安盛公司 | 42,233 | 523.37 | 4,983 | 503.27 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,843 | 225 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 32,933 | 2.47 | 4,018 | 11.64 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 6,338,489 | 3.54 | 747,942 | 0.17 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 409,075 | 3.21 | 48,271 | -0.15 | ||||
| 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 | 109,400 | 267.14 | 13,349 | 404.08 | ||||
| 2025-07-16 | 13F | 水手投资集团有限公司 | 50,000 | 5,900 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 4,000 | 3,025.00 | 472 | 3,046.67 | |||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 2,840 | 15.73 | 335 | 12.04 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 19,665 | 19.03 | 2,321 | 15.14 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 450 | 53 | ||||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 14,929 | 4.01 | 1,749 | 2.46 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 6,960 | 5.33 | 819 | 5.54 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 24,055 | 8.59 | 2,838 | 5.07 | ||||
| 2025-08-28 | NP | FSMSX - FS 多策略另类基金 I 类 | Short | -16,771 | -42.34 | -1,979 | -44.23 | |||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 2,389 | 282 | ||||||
| 2025-08-27 | NP | URAN - 主题铀与核 ETF | 3,445 | 8.92 | 407 | 5.45 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 633 | 0.80 | 75 | -2.63 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 5,534 | 8.30 | 653 | 4.82 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 10,128 | 0.21 | 1,197 | -2.92 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 4,079 | 0.17 | 481 | -3.02 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 43,148 | 37.78 | 5,091 | 50.89 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 111,040 | 3.20 | 13,103 | -0.16 | ||||
| 2025-08-26 | NP | 贝莱德战略全球债券基金公司 - 贝莱德战略全球债券基金公司投资者 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 | 1,500 | 177 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 93,445 | 2.48 | 11,027 | -0.86 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 1,955 | 8.49 | 231 | 5.02 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 389,923 | 9.06 | 46,010 | 5.53 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 3,607 | 426 | ||||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 2,441 | 1.92 | 286 | 2.89 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,585,844 | 55.01 | 187 | 50.81 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 20,403 | 7.31 | 2,490 | 16.91 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 181 | 22 | ||||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 5,935 | 2.33 | 700 | -0.99 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 471,592 | 0.18 | 55,648 | -3.09 | ||||
| 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 | 19,872 | 20.84 | 2,345 | 16.91 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,411 | 20.96 | 403 | 16.86 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 117,373 | 26.39 | 13,850 | 22.29 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 14,182 | 0.91 | 1,673 | -2.39 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 67,701 | 7,989 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,530 | 105.09 | 180 | 106.90 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 3,015 | 0.10 | 356 | -3.27 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 47,422 | 5,596 | ||||||
| 2025-08-14 | 13F | 南岸银行 | 7,494 | 2.15 | 884 | -1.12 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 58,789 | 11.42 | 6,937 | 7.80 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 6,428 | 759 | ||||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 36,667 | 2.09 | 4,327 | -1.23 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 5,576 | 17.86 | 658 | 13.86 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 40,564 | 0.36 | 5 | 0.00 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,680 | 5.03 | 551 | 5.16 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 4,283 | 1,209.79 | 523 | 1,350.00 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 6,395 | 0.47 | 755 | -2.84 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 218,585 | 18.69 | 26,637 | 18.59 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 219,158 | 5.05 | 25,861 | 1.63 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 229,264 | 5.99 | 27,053 | 2.54 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 2,991 | 3.00 | 353 | 12.82 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 50,801 | 18.99 | 5,995 | 15.11 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 15,164 | 99.47 | 1,789 | 92.99 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 5,020 | 21.23 | 592 | 17.23 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 310 | 2,284.62 | 37 | 3,500.00 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 138,092 | 13.05 | 16,295 | 9.37 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 9,505 | 6.74 | 1,122 | 3.22 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 4,407 | 41.89 | 520 | 37.57 | ||||
| 2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 23,257 | 2,732 | ||||||
| 2025-08-01 | 13F | 橡树林资本有限责任公司 | 128,150 | 60.21 | 15,122 | 54.99 | ||||
| 2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 15,350 | 20.63 | 1,873 | 31.44 | ||||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 1,811 | 0.17 | 214 | -3.18 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 2,858 | 23.88 | 0 | |||||
| 2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 118,754 | 12.56 | 14,013 | 8.90 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 2,928 | 2.31 | 345 | -1.15 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 963 | 80.00 | 114 | 73.85 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 3,161 | 0.06 | 373 | -3.12 | ||||
| 2025-06-25 | NP | EMLP - 第一信托北美能源基础设施基金 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 | 191,823 | 2.01 | 23,406 | 11.14 | ||||
| 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 | 262,734 | 1.97 | 32,059 | 11.10 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 24,821 | 18.95 | 2,929 | 15.05 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 15,896 | 0.35 | 1,876 | -2.95 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 1,748 | 206 | ||||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 12,535 | 3.51 | 1,479 | 0.14 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 97,803 | 4.67 | 11,541 | 1.26 | ||||
| 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 | 53,749 | 10.49 | 6,558 | 20.40 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 3,071 | 22.01 | 362 | 18.30 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 17,890 | 52.20 | 2,111 | 47.31 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 3,990 | 13.19 | 471 | 9.56 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 50,958 | 7.74 | 5,999 | 7.94 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 22,926 | 2,705 | ||||||
| 2025-04-01 | NP | DIV - Global X SuperDividend 美国 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 | 135,886 | 2.84 | 15,218 | -0.09 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 9,063 | 2.97 | 1,069 | -0.37 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 19,598 | 4.43 | 2,330 | 2.92 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a) | 377,532 | 16.00 | 44,549 | 12.22 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 35,971 | 3.41 | 4,245 | 0.05 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 35,132 | 2.78 | 4,146 | -0.58 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 24,415 | 355.93 | 2,881 | 357.87 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 3,496 | 4.67 | 416 | 3.23 | ||||
| 2025-08-28 | NP | WMKGX - WesMark 成长基金 | 27,800 | 85.33 | 3,280 | 79.33 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,351 | 27.94 | 159 | 24.22 | ||||
| 2025-08-13 | 13F | 第1832章 | 24,371 | 33.86 | 2,876 | 29.50 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 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 | 4,319 | 18.49 | 508 | 18.69 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 51,086 | 12.69 | 6,028 | 9.03 | ||||
| 2025-08-26 | NP | JXI - iShares 全球公用事业 ETF | 70,865 | 2.46 | 8,362 | -0.87 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 28,542 | 3.07 | 3,368 | -0.27 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 12,639 | 2.46 | 1,478 | 0.34 | ||||
| 2025-06-27 | NP | PUI - Invesco DWA 公用事业动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,046 | 68.19 | 2,690 | 83.37 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 325 | 2,608.33 | 38 | 3,700.00 | ||||
| 2025-08-12 | 13F | 阿达塔资本管理有限责任公司 | 20,696 | 1.30 | 2,442 | -1.97 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 9,672 | 1.69 | 1,141 | -1.64 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 41,260 | 1.98 | 4,869 | -1.34 | ||||
| 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 | 2,860,637 | 41.09 | 349,055 | 53.72 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 12,583 | 8.17 | 1,485 | 4.65 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 78,556 | 5.38 | 9,248 | 5.58 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,731 | 321 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 499,300 | 14.10 | 58,917 | 10.39 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 726,200 | 47.45 | 85,692 | 42.65 | |||
| 2025-07-21 | 13F | 111资本 | 2,797 | 330 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 327,323 | 244.99 | 38,624 | 233.77 | ||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 9,670 | 19.80 | 1,141 | 15.96 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 9,782 | 1.17 | 1,154 | -2.12 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 53,710 | 6,338 | ||||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 760,076 | 10.70 | 89,476 | 10.91 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 31,683 | 23.82 | 3,739 | 19.81 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 7,359 | 19.50 | 868 | 15.58 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 3,427 | 3.79 | 404 | 0.50 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 78,720 | 31.71 | 9,289 | 27.41 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 216,752 | 4.64 | 25,577 | 1.23 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 2,894 | 3.58 | 342 | 0.29 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 16,488 | 2.21 | 1,946 | -1.12 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 28,000 | 1.82 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 17,050 | 9.29 | 2,012 | 5.73 | ||||
| 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 | 144,390 | 1.98 | 17,038 | -1.34 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 77,542 | 53.56 | 9,150 | 48.57 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 14,850 | 35.22 | 1,752 | 30.84 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 5,635 | 5.09 | 665 | 1.68 | ||||
| 2025-07-07 | 13F | 信托公司 | 100 | 12 | ||||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 14,266 | 1.66 | 1,683 | -1.64 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,030 | 2.32 | 240 | -0.83 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 4,463 | 2.39 | 527 | 1.74 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 4,000 | 1,233.33 | 472 | 1,211.11 | |||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 3,566 | 92.76 | 421 | 86.67 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 5,814 | 686 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 112,340 | 4.33 | 13,256 | 0.94 | ||||
| 2025-06-26 | NP | 克拉夫全球股票基金 | 24,252 | 36.59 | 2,959 | 48.84 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 3,112 | 0.23 | 367 | -2.91 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 4,948 | 604 | ||||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 6,238 | 1.56 | 729 | -2.41 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 22,609 | 29.31 | 2,668 | 25.62 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 19,003 | 10.28 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 30,100 | 113.48 | 3,552 | 106.57 | |||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 16,144 | 15.55 | 1,905 | 11.74 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 6,688 | 7.21 | 789 | 3.82 | ||||
| 2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 137,690 | 19.27 | 16,801 | 29.95 | ||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 1,044,848 | 18.96 | 123,292 | 15.09 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 4,097 | 25.52 | 483 | 21.36 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 10,302 | 1,216 | ||||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 81,530 | 42.10 | 9,621 | 37.47 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 15,762 | 0.67 | 1,860 | -2.62 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 133,495 | 15.64 | 16 | 7.14 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 47,224 | 5,762 | ||||||
| 2025-04-30 | 13F | 索福斯投资公司 | 134 | 458.33 | 16 | 700.00 | ||||
| 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 | 29 | 16.00 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 34,973 | 15.19 | 4 | 33.33 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 72,688 | 3.71 | 8,577 | 0.34 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 118,130 | 8.85 | 13,939 | 5.30 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 9,893 | 42.08 | 1,167 | 37.46 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 11,909 | 41.20 | 1,405 | 36.67 | ||||
| 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 | 806 | 20.66 | 98 | 32.43 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 1,877 | 10.80 | 222 | 7.28 | ||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 3,611 | 1.58 | 426 | -1.62 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 30,400 | 1.33 | 3,587 | -1.97 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 5,468 | 3.93 | 657 | 2.50 | ||||
| 2025-05-22 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 95,231 | 7.98 | 11,211 | 8.19 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 2,656 | 170.74 | 311 | 163.56 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 3,711 | 92.58 | 438 | 85.96 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 28,566 | 4.77 | 3,371 | 1.35 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 84,074 | 28.24 | 9,921 | 24.06 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 632 | 0.80 | 75 | -2.63 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 12,266,728 | 6.57 | 1,447,474 | 3.10 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 33,081 | 14.08 | 3,904 | 10.38 | ||||
| 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 | 1,719,305 | 1.16 | 209,790 | 10.22 | ||||
| 2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 9,132 | 1,078 | ||||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 10,221 | 69.56 | 1,206 | 64.08 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 9,119 | 1.47 | 1,094 | -0.09 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 76,500 | 9,027 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 70,637 | 9.99 | 8 | 14.29 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 12,600 | 197.73 | 1,487 | 298.39 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 82,300 | 0.96 | 9,711 | -2.33 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 23,535 | 5.39 | 2,871 | 19.33 | ||||
| 2025-07-09 | 13F | 市场街财富管理顾问有限公司 | 3,078 | 2.06 | 363 | -1.09 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 46 | 5 | ||||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 4,883 | 0.31 | 576 | -2.87 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 1,841 | 0.66 | 217 | -1.36 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 414,551 | 8.77 | 48,917 | 5.79 | ||||
| 2025-08-26 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 963 | 80.00 | 114 | 73.85 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 68,212 | 0.33 | 8,049 | -2.93 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 67 | 8 | ||||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 17,668,789 | 11,417.66 | 150 | -99.20 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 3,986 | 470 | ||||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 6,530 | 2.05 | 818 | 6.66 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 3,904 | 461 | ||||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 3,042 | 359 | ||||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 2,465 | 38.10 | 0 | |||||
| 2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | Short | -8,063 | 33.03 | -949 | 33.29 | |||
| 2025-08-12 | 13F | 卡温顿投资顾问公司 | 50,931 | 0.21 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 340,414 | 3.28 | 40,171 | -0.07 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 6,039 | 2.74 | 713 | -0.56 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 69,322 | 4.96 | 8,071 | 1.62 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 18,684,447 | 1.74 | 2,205,070 | -1.65 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 627,328 | 1.15 | 74,025 | -2.14 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 19,518 | 1.71 | 2,298 | 1.91 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 15,810 | 0.83 | 1,866 | -2.46 | ||||
| 2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 6,520 | 8.41 | 769 | 4.91 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 19,024 | 40.84 | 2,245 | 36.25 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 119 | 15 | ||||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 19,836 | 6.00 | 2,335 | 6.23 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | Short | -2,696 | 28.38 | -329 | 39.57 | |||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 60,633 | 1.66 | 7 | 0.00 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 3,472 | 0.73 | 410 | -2.62 | ||||
| 2025-08-26 | NP | IGF - iShares 全球基础设施 ETF | 1,781,407 | 13.31 | 210,206 | 9.62 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,267 | 0.03 | 21,036 | -3.23 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,910 | 0.05 | 225 | -3.02 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 7,888 | 1.32 | 931 | -2.00 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 2,193,603 | 31.68 | 258,845 | 27.40 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 2,763 | 326 | ||||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 2,726,823 | 21.06 | 321,765 | 17.12 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 2,389 | 282 | ||||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 4,683 | 6.12 | 1 | |||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 1,342 | 74.74 | 158 | 69.89 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 11,924 | 13.15 | 1,407 | 9.49 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 30,681 | 464.20 | 3,620 | 446.00 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 63,119 | 2.19 | 7,430 | 2.40 | ||||
| 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 | 45 | 21.62 | 5 | 25.00 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 62,038 | 12.31 | 7,320 | 8.65 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 2,012 | 0.40 | 237 | -2.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,825 | 0.55 | 215 | -2.71 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 1,743 | 0.06 | 206 | -3.30 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 50,841 | 12.87 | 5,999 | 9.19 | ||||
| 2025-08-07 | 13F | 索林达资本管理有限公司 | 9,408 | 0.03 | 1,110 | -3.23 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 8,313 | 25.27 | 981 | 21.14 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 100 | 300.00 | 12 | 450.00 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 10,880 | 5.67 | 1,328 | 15.09 | ||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 28,398 | 3,351 | ||||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,028 | 97.69 | 121 | 92.06 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 12,904 | 3.94 | 1,523 | 0.53 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 2,766 | 326 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 12,223 | 18.17 | 1,439 | 18.35 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 3,242 | 15.91 | 383 | 12.02 | ||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 539 | 46.87 | 66 | 58.54 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 5,474 | 45.66 | 646 | 40.83 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 9,573 | 18.65 | 1,168 | 34.29 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 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 | 2,722 | 66.59 | 321 | 61.31 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 6,953 | 5.56 | 1 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 80,700 | 286.12 | 9,523 | 273.56 | |||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 62 | 1.64 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 27,143 | 5.01 | 3,080 | 2.77 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 8,136 | 46.62 | 960 | 42.01 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 1,773 | 209 | ||||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 38,719 | 1.31 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 215,293 | 6.97 | 25,405 | 3.49 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 32,425 | 3.72 | 3,826 | 0.34 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 2,395 | 0.04 | 283 | -3.09 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 27,578 | 0.22 | 3,254 | -3.04 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 372 | 2.76 | 44 | -2.27 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 30,556 | 0.46 | 3,606 | -2.80 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 2,017 | 238 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 738 | 31.32 | 87 | 30.30 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 2,711 | 0.97 | 320 | -2.45 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 5,469 | 22.40 | 645 | 18.57 | ||||
| 2025-06-26 | NP | ELCV-Eventide 高股息 ETF | 22,600 | 2,758 | ||||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,879 | 222 | ||||||
| 2025-08-12 | 13F | 白松资本有限公司 | 1,954 | 231 | ||||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 26,032 | 0.02 | 3,072 | -3.25 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 679,597 | 7.61 | 79,724 | 3.49 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 120,768 | 15.97 | 14,256 | 12.24 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 283,064 | 6.28 | 33,402 | 2.82 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 161 | 19 | ||||||
| 2025-06-26 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,972 | 5.79 | 3,901 | 15.28 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 8,095 | 359.42 | 1 | |||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 41,127 | 1.20 | 4,853 | -2.10 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,066 | 22.03 | 244 | 17.96 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 3,873 | 1.87 | 0 | |||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,871 | 2.46 | 221 | -0.90 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 7,377 | 17.66 | 870 | 13.87 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 5,428 | 91.94 | 641 | 86.05 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 290,500 | 2.18 | 34 | 0.00 | ||||
| 2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 2,620 | 0.34 | 309 | -2.83 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 14,947 | 7.12 | 1,764 | 3.64 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 22,480 | 80.81 | 2,653 | 74.93 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,828 | 216 | ||||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 4,011 | 0.17 | 473 | -3.07 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 4,409 | 9.11 | 538 | 18.81 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 2,340 | 276 | ||||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 12,573 | 4.30 | 1,484 | 0.88 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 335,149 | 4.60 | 39,505 | 1.34 | ||||
| 2025-07-08 | 13F | 栽培资本公司 | 2,235 | 264 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 6,083 | 16.55 | 718 | 12.74 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 67,722 | 2.64 | 7,991 | 6.29 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 249 | 53.70 | 29 | 52.63 | ||||
| 2025-08-22 | NP | FSRRX - 富达战略实际回报基金 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 | 1,739 | 48.51 | 205 | 44.37 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 3,843 | 6.57 | 453 | 3.19 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 10,717 | 1.40 | 1,265 | -1.94 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 159,356 | 2.94 | 18,804 | -0.41 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 5,254 | 1.06 | 620 | -2.37 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 62,083 | 5.37 | 7,326 | 1.93 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 36,246 | 4,277 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 1,497,554 | 1.60 | 176,711 | -1.71 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,474 | 30.35 | 302 | 41.98 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 4,232 | 0.40 | 499 | -2.92 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,376,503 | 24.82 | 162,331 | 20.68 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 31,205 | 22.24 | 3,682 | 18.28 | ||||
| 2025-07-31 | 13F | 圣天诺信托公司Lba | 2,006 | 0 | ||||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 28,465 | 1.38 | 3,359 | -1.93 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 211,749 | 2.08 | 24,986 | -1.25 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 3,893 | 2.29 | 459 | -1.08 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 41,583 | 11.41 | 4,907 | 7.78 | ||||
| 2025-08-27 | NP | RYUIX - 公用事业基金投资者类别 | 8,706 | 46.91 | 1,027 | 42.24 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 17,586 | 5.63 | 2,075 | 2.22 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 1,354,829 | 2.84 | 160 | -0.62 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 7,271 | 77.00 | 858 | 71.26 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 1,378 | 2.99 | 163 | -0.61 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 3,675 | 3.61 | 434 | 0.23 | ||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 5,908 | 3.27 | 1 | |||||
| 2025-07-22 | 13F | Orca 财富管理有限公司 | 12,701 | 0.64 | 1,499 | -2.66 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 9,277 | 25.93 | 1,094 | 21.71 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 23,263 | 268.14 | 2,745 | 256.49 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 18,000 | 2.89 | 2,124 | -0.47 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 13,180 | 50.35 | 1,555 | 45.46 | ||||
| 2025-08-28 | NP | XLU - 公用事业精选行业 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 | 11,731,086 | 2.57 | 1,384,268 | -0.76 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 38,531 | 5.66 | 4,547 | 2.62 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 79 | 9 | ||||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 2,587 | 5.59 | 305 | 2.35 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 19,425 | 20.50 | 2,292 | 16.58 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 3,592 | 13.63 | 424 | 9.87 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 15,957 | 15.76 | 1,883 | 11.96 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 34,992 | 4.92 | 4,129 | 1.52 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 2,980,083 | 12.43 | 351,650 | 8.77 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 229 | 49.67 | 27 | 52.94 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 151,990 | 27.60 | 17,935 | 23.45 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 428,234 | 10.38 | 50,412 | 10.60 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 32,142 | 14.54 | 3,793 | 10.81 | ||||
| 2025-08-26 | NP | PGUAX - Virtus Duff & Phelps 全球基础设施基金 A 类 | 40,161 | 26.66 | 4,739 | 22.52 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 2,026 | 239 | ||||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 25,541 | 2.03 | 3,014 | -1.31 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 5,833 | 5.50 | 688 | 2.08 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 445,153 | 0.91 | 52,403 | 1.11 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 65,473 | 19.53 | 7,707 | 19.77 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 4,825 | 0.31 | 1 | |||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 520,847 | 5.26 | 61,460 | 1.83 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 16,106 | 9.86 | 1,901 | 6.26 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 254,394 | 72.24 | 30,018 | 66.64 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 774 | 32.08 | 0 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 118,200 | 5.23 | 13,948 | 1.81 | ||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 24,404 | 0.54 | 2,880 | -2.74 | ||||
| 2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 208,455 | 7.84 | 24,598 | 4.33 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,985,007 | 28.90 | 234,231 | 24.70 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 12,418 | 1,338 | ||||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 1,086 | 405.12 | 133 | 450.00 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,196 | 2.96 | 377 | -0.26 | ||||
| 2025-08-14 | 13F | 索罗班资本合伙公司 | 570,458 | 17.46 | 67,314 | 13.63 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 9,618 | 1.90 | 1,135 | -1.48 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 211,241 | 1.41 | 24,923 | -1.81 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 2,660 | 0.45 | 314 | -3.10 | ||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 3,011 | 378 | ||||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 10,642 | 5.75 | 1,238 | 3.43 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 4,966 | 2.06 | 586 | -1.35 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 31,249 | 10.33 | 3,687 | 6.75 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 498 | 59 | |||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 52,610 | 10.59 | 6,208 | 6.98 | ||||
| 2025-07-11 | 13F | 资本优势公司 | 2,589 | 6.15 | 306 | 16.41 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 23,453 | 9.31 | 2,767 | 5.77 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 12,783 | 2.63 | 1,508 | -0.72 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 16,661 | 1,966 | ||||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 3,831 | 0.29 | 452 | -2.80 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 702 | 14.89 | 83 | 15.49 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 2,118 | 0.19 | 250 | -3.11 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 13,069 | 8.64 | 1,542 | 5.11 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 4,138 | 5.48 | 488 | 2.09 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 33,557 | 9.90 | 3,960 | 6.31 | ||||
| 2025-05-22 | NP | ADANX - AQR 多元化套利基金 N 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 5,485 | 17.70 | 647 | 13.91 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 27,539 | 4.50 | 3,250 | 1.09 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 542 | 64 | ||||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 427,119 | 11.01 | 50,400 | 7.39 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 74 | 21.31 | 9 | 14.29 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 3,542 | 2.02 | 418 | -1.42 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,000 | 824 | ||||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,000 | 235.57 | 118 | 353.85 | ||||
| 2025-09-04 | 13F | VM 曼宁公司 | 19,394 | 2,376 | ||||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 42,100 | 68.40 | 4,968 | 62.91 | |||
| 2025-08-18 | 13F/A | 野村控股公司 | 10,873 | 98.78 | 1,283 | 92.35 | ||||
| 2025-07-29 | 13F | 金融对称公司 | 2,887 | 341 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 28,673 | 47.64 | 3,383 | 42.86 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 30,233 | 60.83 | 3,568 | 56.79 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 184,348 | 8.55 | 21,753 | 5.02 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 33,162 | 0.62 | 4 | -25.00 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 3,794 | 448 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,491,569 | 7.25 | 176,005 | 3.76 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,215 | 36.36 | 148 | 49.49 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 22,609 | 68.57 | 2,668 | 63.12 | ||||
| 2025-08-14 | 13F | 道富银行 | 41,655,462 | 2.83 | 4,915,345 | -0.52 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 6,388 | 6.59 | 754 | 3.15 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 18,868 | 9.58 | 2,226 | 6.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,246,937 | 11.91 | 147,129 | 8.26 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 98,412 | 0.73 | 11,613 | -2.55 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 7,446 | 13.80 | 879 | 10.03 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 9,147 | 0.13 | 1,077 | 0.28 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 3,575 | 0.14 | 422 | -3.22 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 27 | 3 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 58,950 | 6.03 | 6,956 | 2.58 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 5,104 | 1.07 | 602 | -2.11 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 15,810 | 1.53 | 1,866 | -1.79 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 3,117 | 0.74 | 368 | -2.65 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 3,647 | 16.18 | 430 | 12.57 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 29,168 | 2.51 | 3,442 | -0.84 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 2,331 | 4.48 | 275 | 1.10 | ||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 114,723 | 1.15 | 13,537 | -2.14 | ||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 11,954 | 43.49 | 1,411 | 38.78 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 70 | 8 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 27,700 | 6.36 | 3,269 | 2.90 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 18,069 | 2.02 | 2,132 | -1.34 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 6,891 | 4.02 | 813 | 0.62 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 43,456 | 2.63 | 5,446 | 6.87 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 10,028 | 0.48 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 10,698 | 35.16 | 1,262 | 35.12 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,667,379 | 30.53 | 196,751 | 26.28 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 2,578 | 3.04 | 304 | -0.33 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 322,214 | 2.27 | 38,021 | -1.06 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 2,853 | 11.36 | 337 | 7.69 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 90 | 2,150.00 | 11 | |||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,133 | 1.76 | 3,910 | -1.56 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 14,120 | 271.77 | 1,662 | 272.65 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 24,795 | 0.46 | 2,926 | -2.82 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 20,678 | 3.49 | 2,440 | 0.12 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 7,682 | 212.02 | 906 | 202.00 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 800 | 94 | |||||
| 2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 15,531 | 3.64 | 1,833 | 0.27 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 22,620 | 7.48 | 2,669 | 3.97 | ||||
| 2025-05-20 | 13F | 蓝岩财富管理有限公司 | 7,820 | 53.85 | 954 | 74.22 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 671,800 | 2.52 | 79,084 | 2.72 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 13,880 | 15.33 | 1,638 | 11.59 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 323,868 | 1.08 | 38,222 | -2.20 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,670 | 8.57 | 3,140 | 8.77 | ||||
| 2025-08-08 | 13F | 财富联盟 | 18,326 | 3.99 | 2,163 | 0.60 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,311 | 160 | ||||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 5,633 | 1.79 | 665 | -1.48 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 10,297 | 1.68 | 1,215 | -1.62 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 157,534 | 2.79 | 19,214 | 16.36 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 389 | 46 | ||||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 779,343 | 3.44 | 91,744 | 3.65 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 751 | 23.52 | 89 | 18.92 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 7,721 | 10.51 | 911 | 6.92 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 4,896 | 0.08 | 578 | -3.19 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 2,234,634 | 3.02 | 263,687 | -0.34 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 4,435 | 1.37 | 523 | -1.88 | ||||
| 2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 62,124 | 20.95 | 7,331 | 17.02 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 19,924 | 2,351 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 5,172 | 7.53 | 631 | 17.29 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 1,983 | 234 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 37,400 | 10.32 | 4,413 | 6.75 | |||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 30,738 | 0.07 | 3,627 | -3.18 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 373 | 126.06 | 44 | 120.00 | ||||
| 2025-08-12 | 13F | SIR资本管理有限合伙人 | 139,224 | 15.83 | 16,428 | 12.06 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 17,800 | 2,100 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 12,404 | 11.97 | 1,464 | 8.29 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 735,318 | 1.17 | 86,768 | -2.13 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 78 | 254.55 | 9 | 350.00 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 23,981 | 1.19 | 2,926 | 10.25 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 179,849 | 0.75 | 21,172 | 0.95 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 3,070 | 7.72 | 365 | 9.64 | ||||
| 2025-08-26 | NP | NQVAX - Nuveen NWQ 多股价值基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,884 | 4.08 | 6,004 | 0.70 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 9,576 | 0.17 | 1,130 | -3.17 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 75,745 | 46.54 | 8,938 | 41.77 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 2,187 | 3.45 | 258 | 0.39 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 2,023 | 9.41 | 0 | |||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 2,954 | 2.04 | 349 | -1.42 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 163,598 | 2.02 | 19,305 | -1.29 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 6,447 | 761 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 5,266 | 44.83 | 655 | 48.19 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 4,696 | 17.96 | 554 | 14.23 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 53,841 | 3.11 | 6,353 | -0.25 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 4,728 | 29.89 | 558 | 25.73 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 180,987 | 75.78 | 21,356 | 71.85 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 18,801 | 8.40 | 2,294 | 18.13 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,837 | 217 | ||||||
| 2025-08-14 | 13F | 挑战者财富管理 | 9,887 | 0.45 | 1,167 | -2.83 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 34,394 | 8.97 | 4,059 | 5.43 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 80 | 14.29 | 9 | 12.50 | ||||
| 2025-08-26 | NP | 贝莱德公用事业和基础设施信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,190 | 1.57 | 11,468 | -1.74 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 3,594,984 | 0.58 | 424,208 | -2.70 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 5,793 | 682 | ||||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 286,045 | 3.72 | 33,753 | 0.34 | ||||
| 2025-07-11 | 13F | 四城投资集团有限责任公司 | 3,602 | 0.19 | 425 | -2.97 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 5,748 | 2.08 | 678 | -1.17 | ||||
| 2025-05-30 | NP | RNWZ - TrueShares Eagle 全球可再生能源收入 ETF | 640 | 78 | ||||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 3,777 | 0.37 | 446 | -2.84 | ||||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 30,282 | 29.07 | 3,573 | 24.89 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 140,792 | 1.43 | 16,613 | -1.87 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 771 | 35.98 | 91 | 30.43 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 7,603 | 33.57 | 884 | 27.38 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 52,159 | 0.47 | 6,155 | -2.80 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 90,028 | 0.11 | 10,623 | -3.15 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 12,333 | 1.26 | 1,455 | -2.02 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 185,910 | 357.67 | 22 | 425.00 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 10,798 | 2.86 | 1,274 | -0.47 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 52,372 | 2.02 | 6,180 | -1.31 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 7,735 | 913 | ||||||
| 2025-07-29 | 13F | 百丽资本国际有限公司 | 13,556 | 8.00 | 1,600 | 4.51 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/first State 全球基础设施基金 (a) | 199,050 | 18.51 | 23,488 | 14.65 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 523 | 62 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 6,565 | 41.49 | 775 | 36.99 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 6,941 | 263.97 | 819 | 253.02 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 167 | 20 | ||||||
| 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 | 392,529 | 1.70 | 46,209 | 1.90 | ||||
| 2025-08-13 | 13F | 宪法资本有限责任公司 | 37,179 | 11.30 | 4,387 | 7.68 | ||||
| 2025-07-31 | 13F | 地层财富顾问有限责任公司 | 1,742 | 0.35 | 206 | -2.84 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 61 | 7 | ||||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 23,671 | 0.99 | 2,793 | -2.27 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 2,557 | 302 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 437,782 | 4.51 | 51,658 | 1.11 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 1,822 | 0.39 | 215 | -3.17 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 45,597 | 17.48 | 5,380 | 13.67 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 4,814 | 0.75 | 568 | -2.41 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 19,808 | 3.99 | 2,337 | 0.60 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 75,200 | 404.70 | 8,874 | 388.33 | |||
| 2025-08-07 | 13F | 虎钳技术公司 | 37,021 | 114.63 | 4,369 | 135.09 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 161,000 | 641.94 | 18,998 | 617.99 | |||
| 2025-08-04 | 13F | 三角帆信托基金 | 5,551 | 17.33 | 655 | 13.52 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 66,855 | 4.42 | 8,158 | 13.77 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 15,578 | 63.15 | 1,838 | 57.90 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 39,143 | 113.28 | 4,619 | 106.34 | ||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 144,040 | 16,997 | ||||||
| 2025-08-13 | 13F | M 控股证券公司 | 19,498 | 91.53 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 4,696 | 9.51 | 506 | -3.44 | ||||
| 2025-08-14 | 13F | 决议资本有限公司 | 79,634 | 32.73 | 9,397 | 28.41 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 88,161 | 15.23 | 10,403 | 11.48 | ||||
| 2025-07-08 | 13F | 波斯顾问有限责任公司 | 6,371 | 4.91 | 752 | 1.49 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 2,264 | 12.30 | 267 | 8.98 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 7,451 | 2.62 | 879 | -0.68 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 100 | 12.36 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 81,502 | 14.57 | 9,617 | 10.85 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 2,663 | 314 | ||||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -5,880 | 41.41 | -694 | 36.69 | |||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | Short | -2,409 | 2.99 | -284 | -264.16 | |||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 5,831 | 3.55 | 688 | 0.29 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 228,300 | 9.78 | 27 | 4.00 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 70,502 | 2.70 | 8,299 | 2.90 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 2,335 | 3.14 | 276 | -0.36 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 10 | 1 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 5,958 | 2.18 | 703 | -1.13 | ||||
| 2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 2,582 | 1.22 | 305 | -2.25 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 60,000 | 229.67 | 7,080 | 219.06 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 211,600 | 10.44 | 24,969 | 6.84 | |||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 6,042 | 737 | ||||||
| 2025-08-08 | 13F | 等投资顾问公司 | 512,629 | 4.32 | 60,490 | 0.93 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 18,507 | 2,184 | ||||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 13 | 2 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 246,389 | 260.96 | 29 | 262.50 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 20,000 | 19,900.00 | 2,360 | 19,566.67 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 64,754 | 4.53 | 7,641 | 1.11 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 32 | 4 | ||||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 2,354 | 15.22 | 278 | 6.95 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 1,884 | 6.68 | 222 | 3.26 | ||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 113 | 21.51 | 16 | -50.00 | |||
| 2025-08-28 | NP | Horizon Funds - 中心全球基础设施基金投资者类别 | 6,795 | 802 | ||||||
| 2025-08-04 | 13F | 俄亥俄州 | 248,011 | 7.92 | 29,265 | 4.41 | ||||
| 2025-08-14 | 13F | Yaupon资本管理有限责任公司 | 248,767 | 8.87 | 29,355 | 5.33 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 9,508 | 29.61 | 1,122 | 25.39 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 260 | 44.44 | 31 | 42.86 | ||||
| 2025-07-21 | 13F | Hgk资产管理公司 | 53,070 | 2.50 | 6,262 | -0.84 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 4,271 | 34.31 | 504 | 30.23 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 851,580 | 9.51 | 100 | 6.38 | ||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 1,936 | 9.38 | 228 | 6.05 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 3,175 | 0.63 | 375 | -2.60 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 2,351 | 277 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 27,666 | 13.31 | 3,257 | 13.53 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -109,328 | 22.44 | -12,901 | 18.46 | |||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 5,285 | 3.83 | 624 | 0.48 | ||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 2,414 | 14.73 | 294 | 30.09 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 4,976 | 0.65 | 587 | -2.65 | ||||
| 2025-08-28 | NP | GII - SPDR(R) 标普全球基础设施 ETF | 131,697 | 2.04 | 15,540 | -1.28 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 365 | 43 | ||||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 491,715 | 1.50 | 57,885 | 1.70 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 7,321 | 2.78 | 864 | -0.58 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 93,776 | 11,443 | ||||||
| 2025-08-14 | 13F | 信托信托公司 | 11,515 | 3.03 | 1,359 | -0.37 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 1,204 | 7.79 | 142 | 4.41 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 14,550 | 1.76 | 1,717 | -1.55 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 26,300 | 3,103 | ||||||
| 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 | 609 | 158.05 | 74 | 184.62 | ||||
| 2025-06-23 | NP | IDU - iShares 美国公用事业 ETF | 781,244 | 10.54 | 95,327 | 20.44 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 2,544 | 300 | ||||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 9,020 | 2.87 | 1,064 | -0.47 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 22,239 | 20.54 | 2,624 | 16.62 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 2,837 | 6.85 | 335 | 3.41 | ||||
| 2025-06-18 | NP | FLIIX - First State 全球上市基础设施基金 I 类 | 49,718 | 9.86 | 6,067 | 19.69 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 1,029 | 157.89 | 121 | 152.08 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 102,775 | 8.94 | 12 | 9.09 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 68,960 | 20.71 | 8,137 | 16.79 | ||||
| 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 | 2,338 | 22.03 | 285 | 33.18 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 559,103 | 0.66 | 65,974 | -2.61 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 4,820 | 20.65 | 569 | 16.63 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 369,776 | 9.95 | 43,634 | 6.37 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 457,393 | 8.67 | 53,972 | 5.13 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 3,761 | 0.80 | 444 | -2.64 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 4,596 | 13.06 | 542 | 9.49 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,240 | 1.25 | 395 | 14.83 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 39,320 | 4.47 | 4,640 | 1.07 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 12,062 | 1.79 | 1,423 | -1.52 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,727 | 3.77 | 322 | 0.31 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 14,610 | 27.82 | 1,724 | 23.67 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 2,287 | 0.48 | 270 | -2.89 | ||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 10,462 | 4.11 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 364,346 | 6.37 | 43 | 2.44 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 42,806 | 4.68 | 5,051 | 1.28 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 5,350 | 5.63 | 631 | 2.27 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 3,160 | 18.49 | 373 | 14.46 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 127,419 | 9.87 | 14,451 | 11.65 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 18,166 | 1.61 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 5,843 | 28.53 | 689 | 24.37 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 2,474 | 1.06 | 292 | -2.35 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 5,103 | 48.95 | 602 | 44.36 | ||||
| 2025-09-03 | NP | MMNIX - 米勒市场中性收入基金 I 类 | Short | -7,300 | -1.35 | -888 | -1.66 | |||
| 2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 4,184 | 13.94 | 494 | 10.29 | ||||
| 2025-07-28 | 13F | 佩廷加财务顾问有限责任公司 | 5,050 | 117.95 | 596 | 110.99 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 238,000 | 59.20 | 28,084 | 54.02 | |||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 2,218 | 262 | ||||||
| 2025-07-10 | 13F | 信任点公司 | 4,782 | 0.25 | 564 | -2.93 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 577,000 | 9.93 | 68,086 | 6.35 | |||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 37,108 | 3.57 | 4,379 | 0.21 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 9,183 | 11.03 | 1,084 | 7.44 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 37,813 | 4.80 | 4,462 | 1.39 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 3,521 | 5.67 | 415 | 2.22 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 32,898 | 1.23 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 8,753 | 1,033 | ||||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 1,768 | 5.68 | 209 | 1.96 | ||||
| 2025-08-29 | NP | SOAVX - Spirit Of America 大盘价值基金 A 类 | 2,250 | 12.50 | 266 | 9.05 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 3,433 | 0.62 | 405 | -2.64 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 7,489 | 14.16 | 884 | 10.38 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 40,891 | 13.38 | 4,825 | 9.71 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 77,910 | 1.09 | 9,193 | -2.19 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 13,773 | 1,625 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 10,165 | 9.84 | 1,199 | 6.29 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 6,717 | 1.51 | 793 | -1.86 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,516 | 1.57 | 297 | -1.99 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,426,827 | 0.32 | 1,112,366 | -2.94 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 9,940 | 1.38 | 1,166 | 2.64 | ||||
| 2025-08-25 | 13F | 支点股权管理 | 3,893 | 0.65 | 459 | -2.55 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 1,140 | 17.40 | 135 | 13.56 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 211,336 | 0.38 | 24,938 | -2.89 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 16,395 | 21.82 | 1,935 | 17.85 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 33,088 | 989.50 | 3,904 | 955.14 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1,815 | 1.57 | 214 | -1.38 | ||||
| 2025-08-08 | 13F | KBC 集团 | 60,663 | 1.77 | 7 | 0.00 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,133 | 503.74 | 1,314 | 486.16 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 9,400 | 0.43 | 1,109 | -2.80 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 13,849 | 1,689 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 458,088 | 8.23 | 54 | 5.88 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 3,976 | 65.87 | 469 | 60.62 | ||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 1,961 | 231 | ||||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 12,148 | 3.60 | 1,433 | 0.21 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 55,384 | 63.15 | 6,535 | 57.85 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 10,392 | 0.53 | 1,226 | 0.99 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 3,367 | 1.88 | 394 | -2.48 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,423 | 5.25 | 168 | 1.83 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 53,157 | 9.08 | 5,953 | 11.79 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 4,824 | 569 | ||||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 6,035 | 2.37 | 712 | -0.97 | ||||
| 2025-07-22 | 13F | 克拉玛顿投资顾问公司 | 2,366 | 0.72 | 279 | -2.45 | ||||
| 2025-04-29 | 13F | 佩森公司 | 7,918 | 15.44 | 966 | 30.76 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 12,403 | 18.26 | 1,464 | 14.39 | ||||
| 2025-08-14 | 13F | 威尔金斯米勒财富管理有限责任公司 | 1,697 | 0.41 | 200 | -2.91 | ||||
| 2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 1,944 | 0.88 | 229 | -2.55 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 152,491 | 46.31 | 17,994 | 41.54 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 38,260 | 15.48 | 4,515 | 11.71 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 66,647 | 1.61 | 8 | -12.50 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 3,997 | 3.10 | 472 | -0.21 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 105,238 | 4.08 | 12,418 | 0.71 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 7,117 | 11.94 | 840 | 8.26 | ||||
| 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 | 41 | 5 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 100,200 | 9.63 | 11,715 | 7.34 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 19,624 | 66.91 | 2,294 | 63.51 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,917,951 | 2.40 | 226,318 | -0.93 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 4,056 | 10.70 | 479 | 7.17 | ||||
| 2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 9,514 | 0.04 | 1,123 | -3.19 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 14,227 | 0.65 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 5,020,467 | 1.98 | 592,415 | -1.34 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 6,482 | 215.12 | 765 | 205.60 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 586 | 2.45 | 69 | 0.00 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 2,057 | 243 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 124,299 | 10.93 | 14,667 | 7.32 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 46,449 | 5.36 | 5,668 | 14.79 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 30 | 4 | ||||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 456 | 28.45 | 53 | 20.45 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 46,802 | 79.07 | 5,523 | 73.27 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 34,257 | 1.72 | 4,042 | -1.58 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 37,154 | 2.90 | 4,384 | -0.43 | ||||
| 2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 2,001 | 236 | ||||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 11,926 | 0.80 | 1,407 | -2.43 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 15,627 | 20.06 | 1,907 | 30.82 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 5,319 | 9.24 | 1 | |||||
| 2025-08-08 | 13F | 创意策划 | 329,976 | 1.45 | 38,937 | -1.85 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 1,617 | 18.46 | 191 | 14.46 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 3,487 | 2.44 | 411 | -0.96 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 4,030 | 0.40 | 476 | -2.86 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 4,216 | 0.09 | 497 | -3.12 | ||||
| 2025-08-12 | 13F | 泛微咨询集团 | 1,845 | 0.16 | 218 | -3.12 | ||||
| 2025-04-24 | 13F | Mallini 完整财务规划有限责任公司 | 202 | |||||||
| 2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 1,960 | 19.29 | 231 | 15.50 | ||||
| 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 | 1,114,306 | 9.14 | 131,176 | 9.35 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 3,217 | 4.14 | 380 | 0.80 | ||||
| 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 | 24,774 | 2.96 | 3,023 | 12.18 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 470 | 118.60 | 57 | 137.50 | ||||
| 2025-08-06 | 13F | 奥菲特金融有限责任公司 | 11,000 | 16.53 | 1,298 | 12.77 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 127 | 154.00 | 15 | 133.33 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 543 | 1.69 | 0 | |||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 3,749 | 25.26 | 442 | 21.10 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 34,359 | 0.57 | 4,054 | -2.71 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -59 | -7 | |||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 28,186 | 3.48 | 3,326 | 0.33 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 27,755 | 4.19 | 3,279 | 0.77 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 71,945 | 0.53 | 8,490 | -2.74 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 507 | 7.42 | 60 | 7.27 | ||||
| 2025-08-14 | 13F | Aventail 资本集团有限合伙人 | 488,341 | 57,624 | ||||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 2,264 | 35.65 | 0 | |||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 5,315 | 12.49 | 627 | 8.85 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 4,212 | 388.63 | 497 | 392.08 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 870,729 | 320.70 | 87,529 | 274.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/惠灵顿能源投资组合 IB 级 | 9,213 | 0.43 | 1,087 | -2.77 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 7 | 133.33 | 1 | |||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 105 | 13 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 78,532 | 1.49 | 9,267 | -1.82 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 6,761 | 283.49 | 825 | 318.27 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 1,993 | 235 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 161 | 19 | ||||||
| 2025-06-26 | NP | FUGAX - 富达顾问公用事业基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 977,805 | 18.55 | 119,312 | 29.17 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 4,555 | 10.16 | 538 | 6.55 | ||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 3,338 | 0.66 | 394 | -2.72 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,964 | 28.83 | 484 | 40.41 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 14,051 | 1,658 | ||||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 5,487 | 194.84 | 647 | 185.02 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 178,657 | 1.13 | 21,800 | 10.18 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 310,842 | 6.57 | 37 | 2.86 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 6 | 1 | ||||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 3,491 | 23.23 | 412 | 19.13 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 178,795 | 2.08 | 21,098 | -1.25 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 14,012 | 10.01 | 1,653 | 6.44 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 202,118 | 12.02 | 24,662 | 22.05 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 39,931 | 0.73 | 4,712 | -2.54 | ||||
| 2025-07-14 | 13F | LCM资本管理公司 | 2,558 | 1.67 | 302 | -1.63 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 2,504 | 29.41 | 296 | 25.00 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 10,230 | 18.75 | 1,207 | 14.95 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 1,409 | 166 | ||||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 208,291 | 0.21 | 24 | 0.00 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 2,592 | 8.59 | 306 | 4.81 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 206 | 0.49 | 24 | -4.00 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 42,628 | 1.83 | 5,030 | -1.47 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 118,869 | 6.40 | 13,993 | 6.61 | ||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 9,975 | 29.19 | 1 | |||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 26,923 | 0.20 | 3 | 50.00 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 234 | 8.33 | 28 | 3.85 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 363,415 | 2.88 | 43 | -2.33 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 130,440 | 148.17 | 15,392 | 140.11 | ||||
| 2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 12,528 | 13.38 | 1,475 | 28.85 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 74,000 | 8,732 | |||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 5,076 | 0.34 | 599 | -3.08 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 123,588 | 30.22 | 15,080 | 41.89 | ||||
| 2025-09-02 | NP | EIPIX - EIP 成长和收益基金 I 类 | 3,970 | 12.78 | 483 | 12.35 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 2,487 | 1.39 | 293 | -2.01 | ||||
| 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 | 3,317 | 3.85 | 391 | 0.51 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 1,124 | 51.89 | 133 | 46.67 | ||||
| 2025-07-16 | 13F | 伦道夫公司 | 120,743 | 625.31 | 14,248 | 601.82 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 20,981 | 6.05 | 2,560 | 15.58 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 98,282 | 16.71 | 11,597 | 12.91 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 1,773 | 1.66 | 209 | -1.42 | ||||
| 2025-08-13 | 13F | 七泉财富集团有限责任公司 | 34,524 | 7.14 | 4,074 | 3.64 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 34,919 | 42.88 | 4,120 | 38.26 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 4,609 | 2.29 | 544 | -1.09 | ||||
| 2025-09-08 | 13F | 另类投资顾问有限责任公司。 | 2,397 | 7.97 | 283 | 4.81 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 915 | 33.38 | 0 | |||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 222,751 | 4,921.44 | 26,285 | 4,758.41 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 7,315 | 3.04 | 863 | -0.23 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 20,746 | 5.60 | 2,448 | 2.17 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 726 | 0.83 | 86 | -2.30 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 5,633 | 108.48 | 666 | 103.05 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 1,749 | 0.40 | 219 | 3.81 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 1,930 | 16.13 | 228 | 12.38 | ||||
| 2025-07-28 | NP | UPW - ProShares Ultra 实用程序 | 7,442 | 10.96 | 876 | 11.17 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 2,181 | 257 | ||||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 167,449 | 1.51 | 20,432 | 10.61 | ||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 3,021 | 8.40 | 356 | 5.01 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 3,094,976 | 1.03 | 377,649 | 10.08 | ||||
| 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 | 394,887 | 1.76 | 46,597 | -1.55 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 18,513 | 3.79 | 2,185 | 0.41 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 3,364 | 1.23 | 397 | -1.98 | ||||
| 2025-08-12 | 13F | 麦格拉斯及合伙人公司 | 7,194 | 2.25 | 849 | -1.17 | ||||
| 2025-08-13 | 13F | 哈梅尔联合公司 | 25,214 | 20.73 | 2,975 | 16.80 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 47,191 | 7.70 | 5,569 | 4.19 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 90,863 | 12.68 | 11,087 | 22.78 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 324,842 | 0.23 | 38,331 | -3.03 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 6,821 | 3.54 | 805 | 0.12 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 39,076 | 27.84 | 4,611 | 23.66 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 128,382 | 87.45 | 15,149 | 81.36 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 819,500 | 3.26 | 96,701 | -0.10 | |||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 2,681,628 | 19.12 | 316,432 | 15.24 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 52,888 | 7.35 | 6,226 | 7.55 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 3,396 | 11.64 | 414 | 21.76 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 23,463 | 3.52 | 2,769 | 0.14 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 5,873 | 232.75 | 1 | |||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 4,186 | 0.14 | 494 | -3.14 | ||||
| 2025-06-25 | NP | FXU - First Trust Utilities 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 | 313,679 | 216.37 | 38,275 | 244.73 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 17,216 | 109.98 | 2,032 | 103.10 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 48,367 | 0.29 | 5,707 | -2.98 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 265,724 | 0.22 | 31,355 | -3.04 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 345 | 0.58 | 35 | 3.03 | ||||
| 2025-05-13 | 13F | 枫棕雅培有限公司 | 659,883 | 37.84 | 80,492 | 56.06 | ||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 9,578 | 5.24 | 1,130 | 1.80 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 4,676 | 18.59 | 570 | 34.43 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 84,158 | 77.91 | 9,931 | 72.13 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,974,303 | 9.39 | 232,968 | 5.83 | ||||
| 2025-08-14 | 13F | 凯特尔希尔资本管理有限公司 | 121,801 | 18.34 | 14,373 | 14.49 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 32,201 | 1.26 | 3,800 | -2.04 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 83,520 | 19.61 | 9,855 | 15.71 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 3,217 | 28.17 | 380 | 23.86 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 2,381 | 4.57 | 281 | 1.08 | ||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 1,347 | 164 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 14 | 2 | ||||||
| 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 | 2,730 | 0.18 | 322 | -3.01 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 11,791 | 2.49 | 1,391 | -0.86 | ||||
| 2025-07-30 | 13F | 梅森与合伙人有限责任公司 | 2,995 | 6.51 | 353 | 3.22 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 21,928 | 147.66 | 2,746 | 154.40 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,827 | 22.79 | 568 | 23.21 | ||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 2,590 | 306 | ||||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 5,774 | 3.72 | 681 | 0.44 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 6,058 | 5.54 | 715 | 2.00 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 3,237 | 0.06 | 382 | -3.05 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 214,782 | 22.35 | 25,344 | 18.36 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 15,254 | 8.35 | 1,800 | 4.78 | ||||
| 2025-08-14 | 13F | 指南针财富管理有限责任公司/GA | 1,759 | 208 | ||||||
| 2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 23,913 | 4.91 | 2,822 | 1.47 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 234,951 | 0.21 | 27,724 | -3.05 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 189,989 | 6.59 | 22,419 | 3.12 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 118 | 0.85 | 14 | -7.14 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,908 | 4.68 | 355 | 13.83 | ||||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 3,165 | 0.64 | 376 | 2.45 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 1,366 | 3.48 | 161 | 0.00 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 2,149 | 1.42 | 254 | -1.94 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 4,581 | 0.07 | 541 | -3.23 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 公用事业系列投资组合 IB 级 | 19,313 | 0.88 | 2,279 | -2.40 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 72,923 | 10.86 | 8,605 | 7.24 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 14,817 | 9.22 | 1,748 | 6.98 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 2,416 | 0.25 | 285 | -2.73 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 76,869 | 2.89 | 9,070 | -0.45 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 788 | 46.74 | 93 | 41.54 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 13,297 | 5.85 | 1,569 | 2.42 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 26 | 3 | ||||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 55,286 | 0.99 | 6,524 | -2.29 | ||||
| 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 | 104,997 | 16.98 | 12,360 | 17.21 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 806,277 | 5.64 | 95,141 | 2.20 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 827,996 | 3.06 | 97,704 | -0.29 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 16,693 | 130.63 | 1,970 | 123.24 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 1,241,431 | 0.88 | 146 | -2.67 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 4,407 | 15.52 | 520 | 11.61 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 11,954 | 42.85 | 1,411 | 38.24 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 9,719 | 3.60 | 1,147 | 0.17 | ||||
| 2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 6,100 | 720 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 10,282 | 4.35 | 1,213 | 1.00 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 2,881 | 7.46 | 340 | 3.99 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 415,196 | 8.98 | 48,877 | 9.20 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81,112 | 2.19 | 9,549 | 2.39 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 5,033 | 2.86 | 594 | -0.50 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 50,253 | 14.53 | 5,930 | 10.80 | ||||
| 2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 1,953 | 238 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 251,382 | 0.42 | 29,663 | -2.85 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 33,805 | 2.26 | 3,989 | -1.09 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 289,142 | 22.32 | 34,119 | 18.34 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 200,657 | 7.61 | 24,484 | 17.25 | ||||
| 2025-06-18 | NP | RGIAX - 全球基础设施基金 A 类 | 64,680 | 36.40 | 7,892 | 48.63 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 4,884 | 1.86 | 576 | -1.37 | ||||
| 2025-05-30 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 40,100 | 356.04 | 4,891 | 530.15 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 55,874 | 7.51 | 6,593 | 4.02 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,545 | 11.72 | 300 | 7.91 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 7,795 | 1.75 | 1 | |||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 11,180 | 430.86 | 1,319 | 415.23 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 128,858 | 15,205 | ||||||
| 2025-07-09 | 13F | 西北及道德投资有限公司 | 6,564 | 103.91 | 635 | 103.21 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 70 | 9.38 | 8 | 14.29 | ||||
| 2025-05-22 | NP | MDIV - 多资产多元化收益指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,795 | 1.43 | 1,561 | 14.79 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 1,408 | 6.42 | 166 | 3.11 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 103,358 | 70.48 | 12,196 | 64.94 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 44,839 | 11.73 | 5,291 | 22.37 | ||||
| 2025-08-14 | 13F | Boyer & Corporon 财富管理有限责任公司 | 105,189 | 15.25 | 12,412 | 11.50 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 3,550 | 7.58 | 419 | 3.98 | ||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 278,122 | 10.49 | 32,818 | 6.89 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,878 | 9.31 | 222 | 5.74 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 69,219 | 44.87 | 8,443 | 64.02 | ||||
| 2025-08-05 | 13F | 联合财富合伙人有限公司 | 1,987 | 0.15 | 234 | -2.90 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 47,015 | 2.70 | 5,548 | -0.64 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 149,982 | 13.42 | 17,698 | 9.73 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 37,659 | 4.13 | 4,444 | 0.75 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 2,330 | 9.60 | 275 | 5.79 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 12,381 | 17.27 | 1,511 | 27.75 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 2,259 | 0.89 | 267 | -2.56 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 18,582 | 1.96 | 2,193 | -1.35 | ||||
| 2025-07-09 | 13F | LifePlan 金融有限责任公司 | 9,999 | 4.92 | 1,180 | 1.46 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,900 | 3,292 | ||||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 6,847 | 5.44 | 808 | 2.02 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 51,610 | 5 | ||||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 2,117 | 1.63 | 250 | -1.97 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 919 | 4,736.84 | 108 | 5,300.00 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 288,524 | 0.66 | 34,046 | -2.61 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 13,825 | 11.04 | 1,631 | 7.44 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 2,700 | 319 | |||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 129,875 | 3.35 | 15,289 | 3.55 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 51,711 | 1.66 | 6,102 | -1.66 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 12,124 | 0.05 | 1,431 | -3.25 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 19,055 | 1.24 | 2,249 | -2.05 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 3,616 | 0.61 | 0 | |||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 104,655 | 189.48 | 12,770 | 215.46 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 188,713 | 1,148.60 | 22,268 | 1,108.25 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 26,477 | 221.40 | 3,096 | 214.85 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 1,085,637 | 1.37 | 128,091 | -1.92 | ||||
| 2025-07-18 | 13F | 鹰资本管理有限责任公司 | 1,781 | 0 | ||||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 83,186 | 9,816 | ||||||
| 2025-07-29 | 13F | 水平财富管理有限公司 | 4,478 | 0.02 | 528 | -3.30 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 14,502 | 12.65 | 1,711 | 8.98 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 11,360 | 11.17 | 1,340 | 7.54 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 37,791 | 4,459 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 54,500 | 25.00 | 6,431 | 20.95 | |||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 300,560 | 3.69 | 35,466 | 0.31 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 26,778 | 0.67 | 3,160 | -2.62 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 21,900 | 2,584 | |||||
| 2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 7,250 | 853 | ||||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 1,751 | 207 | ||||||
| 2025-08-12 | 13F | 克雷文斯顾问有限公司 | 2,683 | 2.13 | 317 | -1.25 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 2,306 | 10.87 | 272 | 7.51 | ||||
| 2025-07-30 | 13F | 哨兵有限责任公司 | 1,831 | 4.93 | 216 | 1.89 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 2,826 | 37.05 | 333 | 32.67 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 5,003 | 13.37 | 590 | 9.67 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 3,126 | 3.37 | 369 | 0.00 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 8,970 | 1 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,458 | 11.79 | 526 | 8.23 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 941 | 23.82 | 111 | 20.65 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 8,681 | 0.29 | 1,035 | -1.99 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 3,011 | 5.32 | 355 | 2.01 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 381,209 | 13.82 | 44,983 | 10.11 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 6,188 | 1.84 | 730 | -1.48 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 166,784 | 0.02 | 19,681 | -3.24 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 43,093 | 1.39 | 5,085 | -1.91 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 931,644 | 1.28 | 109,934 | -2.02 | ||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 3,107 | 0.65 | 367 | -2.66 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 232,607 | 0.90 | 28,383 | 9.94 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 6,406 | 18.56 | 756 | 14.57 | ||||
| 2025-08-11 | 13F | 道夫菲尔普斯投资管理公司 | 1,043,069 | 4.26 | 123,082 | 0.87 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 675 | 5.97 | 80 | 3.90 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 369,252 | 0.37 | 45,056 | 9.36 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 3,044 | 1.37 | 359 | -1.91 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 35,283 | 56.08 | 4,154 | 56.42 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 3,061 | 361 | ||||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 12,192 | 0.25 | 1,439 | -3.03 | ||||
| 2025-08-12 | 13F | 北极星金融公司 | 10,089 | 37.66 | 1,190 | 33.26 | ||||
| 2025-08-28 | NP | DIVO - Amplify CWP 增强型股息收入 ETF | 822,478 | 7.73 | 97,052 | 4.22 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 3,243 | 0.03 | 383 | -3.29 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 3,515 | 0.77 | 415 | -2.59 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 3,526 | 416 | ||||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 6,769 | 799 | ||||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 1,981 | 234 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 25,804 | 18.73 | 3,045 | 14.87 | ||||
| 2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 5,331 | 0.23 | 629 | -2.93 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 2,327 | 43.91 | 275 | 39.09 | ||||
| 2025-08-14 | 13F | 原型财富合作伙伴 | 3,780 | 2.89 | 0 | |||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 36,199 | 4,502 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 26,373 | 16.65 | 3,112 | 12.84 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 4,965 | 0.96 | 586 | -2.34 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 22,062,599 | 2.32 | 2,603,387 | -1.01 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 22,726 | 0.52 | 2,682 | -2.76 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 4,223 | 10.26 | 498 | 6.64 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 6,293 | 2,500.41 | 743 | 3,805.26 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 200 | 26.58 | 24 | 21.05 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,316 | 273 | ||||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 32,708 | 0.13 | 3,863 | -4.29 | ||||
| 2025-08-12 | 13F | 戈珀·布克哈特有限责任公司 | 6,252 | 72.04 | 738 | 66.37 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 18,189 | 33.39 | 2,146 | 29.04 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 99,587 | 12.68 | 11,751 | 9.02 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 61,849 | 879.40 | 7,298 | 847.79 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 3,477,679 | 0.03 | 410,366 | -3.22 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 135,282 | 0.17 | 15,963 | -3.10 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 3,305 | 137.26 | 390 | 130.18 | ||||
| 2025-07-31 | 13F | 基石管理公司 | 2,337 | 276 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 13,213 | 4.25 | 1,559 | 0.91 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 59,282 | 0.46 | 6,995 | -2.81 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 3,899 | 0.78 | 460 | -2.34 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 26,350 | 39.26 | 3,109 | 34.76 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 124,988 | 2.81 | 14,749 | -0.54 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 13,314 | 16.50 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 33,264 | 0.97 | 3,925 | -2.31 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 8,618 | 3.22 | 1,017 | -0.20 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,659 | 8.08 | 196 | -3.47 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 3,040 | 13.35 | 359 | 9.48 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 10,882 | 5.32 | 1,284 | 1.90 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 3,400 | 3.56 | 401 | 0.25 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 3,768 | 29.17 | 445 | 25.07 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 7,968 | 5.29 | 940 | 1.84 | ||||
| 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 | 74,392 | 694.96 | 9,077 | 742.02 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 18,944 | 7.03 | 2,235 | 3.57 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 17,596 | 1.86 | 2,076 | -1.42 | ||||
| 2025-08-14 | 13F | 资本与规划有限责任公司 | 43,012 | 7.89 | 5,075 | 4.38 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 1,847 | 7.01 | 218 | 3.81 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 38,276 | 3.01 | 4,517 | -0.35 | ||||
| 2025-08-14 | 13F | 维德曼金融服务公司 | 10,726 | 3.48 | 1,266 | 0.08 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 64,218 | 193.74 | 7,578 | 184.21 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 3,409 | 14.78 | 402 | 11.05 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 2,722 | 0.48 | 338 | 2.43 | ||||
| 2025-07-23 | 13F | 钛信托公司 | 20,855 | 0.19 | 2,461 | -3.07 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 163,088 | 13.17 | 19,244 | 9.49 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,898 | 50.79 | 460 | 45.71 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 3,250 | 5.45 | 384 | 2.13 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 136,715 | 2.46 | 16,682 | 11.64 | ||||
| 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 | 29,222 | 3.73 | 3,566 | 13.03 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 17,226 | 25.41 | 2,033 | 21.31 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 2,860 | 4.76 | 337 | 1.20 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 11,654 | 1,422 | ||||||
| 2025-08-08 | 13F | 斯库拉蒂财富管理有限责任公司 | 8,721 | 15.28 | 1,029 | 11.61 | ||||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 246,810 | 51.78 | 29,124 | 46.84 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 74,000 | 149.16 | 8,732 | 141.08 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 43,384 | 435.87 | 5,119 | 418.64 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 40,905 | 0.16 | 4,827 | -3.11 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 4,767 | 3.50 | 560 | -0.36 | ||||
| 2025-08-01 | 13F | 弗格森·夏皮罗有限责任公司 | 2,015 | 238 | ||||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 5,001 | 12.94 | 590 | 9.26 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 4,113 | 0.78 | 506 | 6.09 | ||||
| 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 | 354,563 | 1.87 | 43,264 | 10.99 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 28,659 | 15.82 | 3,382 | 12.03 | ||||
| 2025-08-26 | NP | 贝莱德资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,700 | 673 | ||||||
| 2025-06-30 | NP | ZAP-Global X 美国电气化 ETF | 20,900 | 7.53 | 2,550 | 17.19 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 31,238 | 1.02 | 3,686 | -2.25 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 13,300 | 1,569 | |||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 5,368 | 2.48 | 633 | -0.78 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 21,396 | 10.61 | 2,566 | 10.70 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 15,762 | 0.64 | 1,860 | -2.67 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 7,157 | 49.73 | 843 | 50.09 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 7,906 | 1.45 | 933 | -1.89 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 66,696 | 0.46 | 7,870 | -2.80 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 2,280 | 269 | ||||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 385 | 1.05 | 45 | -2.17 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 230 | 31.43 | 0 | |||||
| 2025-06-25 | NP | FUTY - 富达 MSCI 公用事业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 995,644 | 2.53 | 121,488 | 11.71 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 7,478 | 882 | ||||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 178,971 | 21,119 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 3,477 | 5.24 | 410 | 1.99 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,611,317 | 5.34 | 189,863 | 2.04 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 161,012 | 2.21 | 18,999 | -1.12 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 14,067 | 15.15 | 1,656 | 15.33 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 13,604 | 0.15 | 1,605 | -3.08 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 14,800 | 1,735 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 21,000 | 32.08 | 2,461 | 28.31 | |||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 174,179 | 2.90 | 20,553 | -0.45 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 52,569 | 0.03 | 6,203 | -3.23 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 16,225 | 0.43 | 1,980 | 9.40 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 12,643 | 1,492 | ||||||
| 2025-08-06 | 13F | 森吉咨询小组 | 37,167 | 1.02 | 4,375 | -2.37 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 67,451 | 25.64 | 7,959 | 21.57 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 4,305 | 187.19 | 1 | |||||
| 2025-07-29 | NP | EBI-长景优势ETF | 4,599 | 1,264.69 | 541 | 1,287.18 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 14,585 | 2.10 | 1,721 | -1.21 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 25,355 | 31.48 | 2,992 | 27.17 | ||||
| 2025-07-24 | 13F | MSH资本顾问有限公司 | 13,880 | 0.25 | 1,638 | -3.02 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 17,046 | 4.87 | 2,011 | 3.66 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 5,622 | 6.76 | 663 | 3.27 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 21,930 | 5.96 | 2,588 | 2.50 | ||||
| 2025-07-29 | 13F | 维奥利奇资本管理公司 | 8,838 | 1,043 | ||||||
| 2025-08-13 | 13F | 亨德肖特投资公司 | 5,444 | 13.09 | 642 | 9.37 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 6,147 | 12.95 | 724 | 13.15 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 16,616 | 9.14 | 1,961 | 5.60 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 277,888 | 8.94 | 33 | 3.23 | ||||
| 2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 26,855 | 8.76 | 3,277 | 18.48 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 190 | 22 | ||||||
| 2025-08-12 | 13F | 阿彻投资公司 | 6,908 | 0.14 | 815 | -3.09 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 4,057 | 1.96 | 479 | -1.44 | ||||
| 2025-07-18 | 13F | 自由资本管理公司 | 2,105 | 5.73 | 248 | 2.48 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 121 | 14 | ||||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 5,672 | 0.82 | 669 | -2.48 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 4,820 | 7.66 | 569 | 4.03 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 24,991,383 | 2.56 | 2,948,983 | -0.78 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 51,272 | 237.80 | 6,050 | 226.85 | ||||
| 2025-08-14 | 13F | 车床资本有限公司 | Call | 11,300 | 1,333 | |||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | Call | 13,088 | ||||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 305,467 | 7.06 | 36,043 | 3.58 | ||||
| 2025-08-05 | 13F | 杰赛普财富管理公司 | 1,795 | 0.11 | 212 | -3.21 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 10,076 | 1.01 | 1,189 | -2.30 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 1,865 | 0.48 | 220 | -2.65 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 14,842 | 25.48 | 1,810 | 42.07 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,203 | 286.82 | 142 | 281.08 | ||||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 13,665 | 0.57 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 6,746 | 80.62 | 796 | 74.95 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 1,733 | 6.65 | 204 | 3.03 | ||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 31,737 | 2.57 | 3,745 | -0.77 | ||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 12,850 | 3.99 | 1,516 | 0.60 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 534 | 2.50 | 0 | |||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 906,849 | 0.45 | 107,008 | -2.82 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 557,625 | 1,112.31 | 65,800 | 1,072.89 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 8,082 | 954 | ||||||
| 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 | 17,247 | 6.54 | 2,035 | 3.09 | ||||
| 2025-07-30 | NP | RFFC - RiverFront 动态美国 Flex-Cap ETF | 2,238 | 14.18 | 263 | 14.35 | ||||
| 2025-08-06 | 13F | 地平线投资服务有限责任公司 | 2,760 | 0.04 | 326 | -3.27 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 15 | 2 | ||||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 34,665 | 4,090 | ||||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 16,730 | 4.28 | 1,974 | 0.92 | ||||
| 2025-08-13 | 13F | 费城信托公司 | 47,297 | 0.88 | 6 | 0.00 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 3,190 | 0.25 | 376 | -3.09 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 13,264 | 3.58 | 1,565 | 0.26 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 18,548 | 5.13 | 2,189 | 1.72 | ||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 1,940 | 229 | ||||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 8,542 | 6.99 | 1,008 | 3.49 | ||||
| 2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 714,995 | 0.97 | 84,369 | -2.32 | ||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 4,769 | 4.29 | 563 | 14.23 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 263 | 15.86 | 31 | 14.81 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 20,724 | 0.26 | 2,529 | 9.25 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 20,090 | 14.84 | 2,365 | 15.04 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 11,951 | 762.27 | 3 | |||||
| 2025-08-14 | 13F | 科布勒资本管理有限公司 | 6,241 | 788 | ||||||
| 2025-08-28 | NP | BULIX - 公用事业基金投资者类别 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 | 197,688 | 5.74 | 23,327 | 2.30 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 168,368 | 1.93 | 19,867 | -1.39 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -103 | -12 | |||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 1,975 | 0.36 | 233 | -2.51 | ||||
| 2025-06-27 | NP | RSPU - Invesco S&P 500 等权重公用事业 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 | 115,466 | 7.46 | 14,089 | 17.09 | ||||
| 2025-06-26 | NP | FUIIX - 富达电信和公用事业基金 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 | 1,286,300 | 69.87 | 156,954 | 85.09 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,352,141 | 7.96 | 277,553 | 4.45 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 4,209 | 2.48 | 497 | -0.80 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 34,582 | 18.08 | 4,304 | 26.85 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,064 | 244 | ||||||
| 2025-05-27 | NP | FDL - 第一信托晨星股息领先指数基金 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 | 1,021,866 | 3.96 | 124,637 | 17.69 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 328,711 | 16.96 | 38,788 | 13.15 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 510 | 96.15 | 60 | 93.55 | ||||
| 2025-05-01 | 13F | 格兰特/格罗斯门德尔松有限责任公司 | 3,089 | 0.65 | 373 | 12.73 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,800 | 40.94 | 9,493 | 53.58 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 497 | 62 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 16,910 | 3.25 | 1,995 | -0.10 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 23,375 | 20.56 | 2,752 | 20.82 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 59,785 | 10.08 | 7,055 | 6.49 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 31,421 | 0.01 | 3,708 | -3.26 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 8,693 | 4.60 | 1,026 | 1.18 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | Short | -2,529 | -24.87 | -298 | -27.32 | |||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,945,404 | 0.29 | 229,534 | -2.97 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 3,818 | 0.53 | 451 | -2.81 | ||||
| 2025-06-25 | NP | ALIBX - 阿尔卑斯山 |史密斯平衡机会基金投资者类别 | 907 | 28.29 | 111 | 39.24 | ||||
| 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 | 101,319 | 7.21 | 12,363 | 16.81 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 1,204 | 147 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 70,830 | 61.93 | 8,458 | 66.74 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1,481 | 70.23 | 175 | 64.15 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 8,691,150 | 0.40 | 1,025,244 | -2.83 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 380,420 | 0.67 | 44,890 | -2.61 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 25,161 | 1.35 | 2,969 | -1.98 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 7,573 | 8.03 | 894 | 4.44 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 742,357 | 3.10 | 87,598 | -0.25 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,254,496 | 4.87 | 148,031 | 1.46 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 53,809 | 10.91 | 6,349 | 7.30 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 34,100 | 33.20 | 4,024 | 28.86 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 807 | 162.87 | 95 | 156.76 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 289 | 14.23 | 34 | 13.33 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 107 | 24.42 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 30,237 | 0.63 | 3,568 | -2.65 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 3,024,905 | 11.12 | 357 | 7.23 | ||||
| 2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 4,209 | 111.72 | 514 | 131.08 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 903,516 | 2.87 | 106,615 | -0.48 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 26 | 100.00 | 3 | 200.00 | ||||
| 2025-07-10 | 13F | 瑞安投资管理公司 | 634 | 75 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 公用事业副总裁 | 30,771 | 51.93 | 3,631 | 46.96 | ||||
| 2025-08-13 | 13F | 吉布森财富顾问有限责任公司 | 15,000 | 15.38 | 1,770 | 11.67 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 129 | 16.22 | 15 | 15.38 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 2,464 | 0.08 | 291 | -3.33 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 4,381 | 5.14 | 517 | 1.57 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 17,195 | 1.72 | 2,029 | -1.60 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 54,212 | 4.74 | 6,397 | 1.35 | ||||
| 2025-07-23 | 13F | InTrack投资管理公司 | 12,000 | 29.13 | 1,416 | 24.98 | ||||
| 2025-07-07 | 13F | 巅峰财务顾问有限公司 | 3,821 | 451 | ||||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 17,510 | 20.31 | 2,137 | 27.37 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 7,161 | 93.80 | 846 | 88.00 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 175,880 | 16.58 | 20,754 | 5.67 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 183,956 | 40.72 | 21,707 | 36.13 | ||||
| 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 | 75,769 | 2.11 | 8,941 | -1.22 | ||||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 13,424 | 0.35 | 1,584 | -2.88 | ||||
| 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 | 14,215 | 1.65 | 1,735 | 10.73 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 2,365 | 1.76 | 277 | 2.59 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 24,399 | 5.34 | 2,879 | 1.91 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,382 | 79.12 | 1,999 | 128.08 | ||||
| 2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 14,391 | 5.72 | 1,694 | 5.94 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 5,997 | 2.20 | 708 | -1.12 | ||||
| 2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 329,922 | 20.30 | 40,241 | 36.19 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 105,602 | 4,166.75 | 12,461 | 4,039.53 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 2,291 | 270 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 685,789 | 4.96 | 83,680 | 14.36 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 5,190 | 612 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 156 | 8.33 | 19 | 11.76 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,934 | 582 | ||||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 5,782 | 104.31 | 682 | 97.68 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 10,856,444 | 5.92 | 1,281,065 | 2.47 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 35,715 | 1.23 | 4,214 | -2.07 | ||||
| 2025-08-04 | 13F | 贝尔恩财富咨询服务有限责任公司 | 2,539 | 0.28 | 300 | -2.92 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 46,052 | 3.45 | 5,434 | 0.09 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 175 | 21 | ||||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 2,547 | 23.16 | 301 | 19.05 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 3,010 | 2.10 | 355 | -1.11 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 55,747 | 0.42 | 6,578 | -2.85 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 3,572 | 2.94 | 421 | -0.47 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 262 | 31 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 6,408 | 57.68 | 756 | 52.73 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 49,857 | 0.45 | 5,883 | -2.81 | ||||
| 2025-07-25 | NP | APLIX - 对冲收益基金投资者 | 6,600 | 17.86 | 777 | 18.11 | ||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 3,305 | 0.12 | 390 | -2.99 | ||||
| 2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 37,648 | 36.09 | 4,594 | 44.07 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 137,749 | 44.33 | 16,254 | 39.63 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 1,016,077 | 6.32 | 119,897 | 2.85 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 6,882,942 | 1.78 | 812,187 | -1.53 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 40,793 | 6.87 | 4,814 | 3.39 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 8,142 | 961 | ||||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 2,378 | 15.89 | 281 | 12.00 | ||||
| 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 | 24,811 | 0.80 | 2,928 | -2.50 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 2,295 | 271 | ||||||
| 2025-08-15 | NP | SSIJX - American Beacon SSI 另类收入基金机构类别 | Short | -13,502 | 39.05 | -1,593 | 34.54 | |||
| 2025-07-07 | 13F | 福克斯希尔财富管理 | 28,157 | 4.11 | 3,322 | 0.73 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 168 | 166.67 | 20 | 171.43 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 624,867 | 0.04 | 74 | -3.95 | ||||
| 2025-08-08 | 13F | 真点公司 | 1,956 | 231 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 2,865 | 11.31 | 338 | 7.64 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 625 | 2.29 | 74 | -1.35 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 7,444 | 42.22 | 878 | 37.62 | ||||
| 2025-05-28 | NP | DHIVX - 中心全球基础设施基金投资者类别 | 5,489 | 4.75 | 669 | 18.62 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 9,125 | 52.77 | 1,061 | 45.74 | ||||
| 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 | 191,683 | 3.30 | 22,619 | -0.06 | ||||
| 2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 13,234 | 1,562 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 343 | 12.83 | 40 | 8.11 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 6,245 | 737 | ||||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 2,416 | 0.12 | 285 | -3.06 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 471,152 | 3.70 | 55,596 | 0.32 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 18,120 | 4.84 | 2,138 | 1.42 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 1,394 | 164 | ||||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 1,472,321 | 64.39 | 173,734 | 59.03 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 336 | 0.90 | 40 | -2.50 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 70,112 | 7.17 | 8,273 | 3.68 | ||||
| 2025-07-10 | 13F | Strathmore 资本顾问公司 | 4,415 | 19.26 | 517 | 29.90 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 14,248 | 12.07 | 1,681 | 8.45 | ||||
| 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 | 8,162 | 4.83 | 963 | 1.48 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,232 | 1.56 | 2,735 | 1.75 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 999 | 2.25 | 118 | -1.68 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 165,000 | 17.86 | 19 | 11.76 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 13,318 | 238.79 | 1,572 | 227.97 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 14,945 | 1,767 | ||||||
| 2025-08-14 | 13F | TCW集团公司 | 11,676 | 2.14 | 1,378 | -1.22 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 2,479 | 5.44 | 302 | 14.83 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 43,042 | 0.55 | 5,079 | -2.74 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 15,175 | 3.96 | 1,791 | 0.56 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 52,307 | 1.59 | 6,382 | 10.68 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 2,642,230 | 0.53 | 311,783 | -2.75 | ||||
| 2025-07-30 | 13F | 道德公司 | 13,413 | 1.90 | 1,568 | -1.57 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 32,296 | 7.59 | 3,811 | 4.10 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 5,045 | 5.57 | 595 | 2.23 | ||||
| 2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 2,949 | |||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 100,889 | 1.93 | 11,905 | -1.38 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 276,070 | 116.36 | 32,576 | 109.32 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 780,714 | 5.41 | 92,125 | 1.98 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 181,216 | 21,383 | ||||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 2,369 | 0.17 | 280 | -3.12 | ||||
| 2025-08-26 | 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 | 2,018 | 3.01 | 238 | 0.00 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 1,727 | 0.29 | 204 | -3.33 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 41,193 | 10.79 | 4,861 | 7.19 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 7,304 | 50.04 | 862 | 45.19 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 13,788 | 1,627 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 4,657,868 | 4.94 | 549,628 | 1.53 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 4,599 | 0.02 | 543 | -3.21 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 14,487 | 2.84 | 1,709 | -0.52 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 116,800 | 55.94 | 13,782 | 50.87 | |||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 227,157 | 0.20 | 26,805 | -3.06 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 9,834 | 3.93 | 1,160 | 0.52 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 2,721 | 6.41 | 321 | 3.22 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 67,071 | 0.60 | 7,914 | -2.67 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 2,999 | 8.31 | 354 | 4.75 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 8,963 | 21.75 | 1,058 | 17.84 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 4,711 | 36.39 | 556 | 31.83 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 1,920 | 1.27 | 227 | -2.16 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 48,778 | 6.91 | 5,756 | 3.41 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 67,212 | 1.71 | 7,931 | -1.59 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 20,237 | 0.15 | 2,388 | -3.12 | ||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 25,304 | 1.78 | 2,986 | -1.55 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 16,113 | 7.88 | 1,901 | 4.39 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 8,292 | 103.73 | 978 | 97.18 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 478,719 | 36.65 | 56,845 | 32.94 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 18,901 | 1.42 | 2,230 | -1.89 | ||||
| 2025-07-30 | 13F | 杏财富有限责任公司 | 21,711 | 5.13 | 2,562 | 1.71 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 16,132 | 3.76 | 1,904 | 0.37 | ||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 1,719 | 0.47 | 203 | -2.88 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,919 | 1,992 | ||||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 288 | 1.41 | 34 | -2.94 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 264 | 32 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 4,566 | 39.72 | 539 | 35.18 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 1,952 | 2.36 | 230 | -0.86 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 219 | 26 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 5,912 | 33.97 | 698 | 29.55 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 392 | 8.29 | 48 | 20.51 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 43,613 | 1.55 | 5,146 | -1.76 | ||||
| 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 | 9,790,311 | 1.19 | 1,152,515 | 1.39 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 986,253 | 4.66 | 116,378 | 1.25 | ||||
| 2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 40,715 | 19.32 | 4,804 | 15.45 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 8,488 | 1.91 | 1,002 | -1.38 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 66,820,471 | 5.82 | 7,884,816 | 2.37 | ||||
| 2025-08-14 | 13F | 能源收入合作伙伴有限责任公司 | 366,472 | 6.86 | 43,244 | 3.38 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 19,244 | 0.86 | 2,271 | -2.45 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 7,974 | 16.34 | 941 | 12.57 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 171,348 | 0.41 | 20,219 | -2.85 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 27,036 | 0.96 | 3,183 | 1.14 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 114,387 | 2.23 | 13,498 | -1.09 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 19,390 | 6.12 | 2,288 | 2.69 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 2,156,852 | 35.09 | 254,509 | 30.69 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 26,284 | 98.12 | 3,101 | 91.66 | ||||
| 2025-04-29 | NP | ICAP - InfraCap 股票收益基金 ETF | 1,192 | 7.58 | 140 | 8.53 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 6,508 | 99.69 | 734 | 84.89 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 8,863 | 1,046 | ||||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 13,237 | 2 | ||||||
| 2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 1,857 | 3.40 | 219 | 0.00 | ||||
| 2025-08-29 | NP | SOIUX - 美国精神公用事业基金机构股票 | 13,050 | 10.13 | 1,540 | 6.51 | ||||
| 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 | 1,077,437 | 12.64 | 127,138 | 8.97 | ||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 941 | 21.26 | 111 | 18.09 | ||||
| 2025-07-24 | 13F | 谢恩有限公司 | 2,902 | 16.08 | 342 | 12.50 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 160 | 19 | ||||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 6,955 | 45.17 | 821 | 40.41 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 13 | 30.00 | 2 | 0.00 | ||||
| 2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 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 | 11,235 | 0.03 | 1,371 | 8.99 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 2,348 | 2.53 | 277 | -0.72 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 9,674 | 0.45 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 16 | 2 | ||||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 18,291 | 2.19 | 2,158 | -1.15 | ||||
| 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 | 58,198 | 3.32 | 6,851 | 3.54 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 32,860 | 0.98 | 3,877 | -2.32 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 805,219 | 18.78 | 94,246 | 16.11 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 28,647 | 69.58 | 3,380 | 64.08 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 786 | 6.94 | 93 | 3.37 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 918 | 0.44 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 18,342 | 2.70 | 2,164 | -0.64 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 36,695 | 59.34 | 4,290 | 56.06 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 15,194 | 113.22 | 2 | |||||
| 2025-07-23 | NP | IEDAX - Voya 大盘价值基金 A 类 | 158,130 | 14.09 | 18,615 | 14.32 | ||||
| 2025-07-18 | 13F | 奥洛克公司 | 4,540 | 0.27 | 536 | -3.08 | ||||
| 2025-08-21 | NP | RALIX - Lazard 实物资产和定价机会投资组合机构股票 | 221 | 7.28 | 26 | 4.00 | ||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 6,243 | 67.10 | 735 | 67.58 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 223,921 | 11.34 | 27,323 | 21.31 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253,431 | 0.85 | 30,924 | 9.88 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 141,816 | 0.62 | 16,736 | -2.64 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -92 | -11 | |||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 45,655 | 2.53 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 25,453 | 0.32 | 3,003 | -2.94 | ||||
| 2025-07-17 | 13F | 弗吉尼亚财富管理集团有限公司 | 39,165 | 0.16 | 4,621 | -3.10 | ||||
| 2025-08-07 | 13F | PFG顾问 | 4,540 | 10.65 | 536 | 7.00 | ||||
| 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 | 271,492 | 15.83 | 32,036 | 12.06 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 4,811 | 6.82 | 568 | 3.28 | ||||
| 2025-07-29 | NP | VGYAX - 先锋全球韦尔斯利收入基金海军上将股票 | 37,815 | 6.52 | 4,452 | 6.71 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 978,236 | 48.71 | 115,432 | 43.87 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 48,856 | 4.09 | 5,765 | 0.70 | ||||
| 2025-07-31 | 13F | 卡迪尼亚有限公司 | 135,635 | 3,411.13 | 16,005 | 3,297.88 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 58,300 | 547.78 | 6,879 | 527.07 | |||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 24,919 | 7.92 | 2,940 | 4.40 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 3,642 | 8.94 | 430 | 5.41 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 12,171 | 346.31 | 1,436 | 332.53 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 1,855 | 11.21 | 219 | 7.39 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 20,800 | 13.11 | 2,454 | 9.46 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 5,596 | 2.92 | 660 | -0.45 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 31,731 | 1.03 | 3,744 | -2.27 | ||||
| 2025-08-20 | NP | RIFR - 全球基础设施主动型 ETF | 4,520 | 533 | ||||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 51,961 | 30.39 | 6,131 | 26.15 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3,229 | 27.48 | 381 | 23.38 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 31,158 | 942.77 | 3,677 | 909.89 | ||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 6,205 | 0.42 | 732 | -2.79 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 226,420 | 25.07 | 26,718 | 21.00 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 1,166 | 0.87 | 138 | -2.14 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 2,588 | 2.74 | 305 | -0.65 | ||||
| 2025-08-14 | 13F | 林登顾问有限公司 | 161,120 | 19,012 | ||||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 92,773 | 2.38 | 10,947 | -0.95 | ||||
| 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 | 191,680 | 1.95 | 23,389 | 11.09 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 13,391 | 21.57 | 1,634 | 32.44 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,405 | 1.89 | 171 | 11.04 | ||||
| 2025-08-29 | NP | MDLV - 摩根登普西大盘价值 ETF | 5,673 | 16.82 | 669 | 13.01 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 4,048 | 2.51 | 478 | -0.83 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 413,178 | 48,755 | ||||||
| 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 | 336,583 | 8.11 | 41,070 | 17.80 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 1,997 | 13.66 | 232 | 8.41 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 3,308 | 28.32 | 390 | 24.20 | ||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 3,376 | 0.48 | 398 | -2.69 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 2,265 | 267 | ||||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 12,761 | 3.03 | 1,506 | -0.33 | ||||
| 2025-07-17 | 13F | 澳斯比尔投资管理有限公司 | 44,190 | 5,214 | ||||||
| 2025-07-08 | 13F | RMR 财富创造者 | 17,534 | 7.65 | 2,069 | 4.18 | ||||
| 2025-08-11 | 13F | 霍华德财富管理有限公司 | 2,409 | 0.38 | 284 | -2.74 | ||||
| 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 | 79,679 | 2.00 | 9,402 | -1.31 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 16,367 | 2.60 | 1,931 | -0.72 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 13,953 | 13.97 | 1,646 | 10.25 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 3,340 | 2.67 | 394 | -0.51 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 169 | 1.81 | 20 | -5.00 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 170 | 198.25 | 20 | 233.33 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 73,765 | 3.29 | 8,704 | -0.07 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 375 | 0.27 | 44 | -2.22 |
