机构和基金投资人持股 - 买家
在诺福克南方公司中开设新头寸的主要持有者包括 德克萨斯州金斯顿资本合伙有限公司, 汤姆斯资本投资管理有限公司, Glenmede投资管理有限公司, 交响金融有限公司, SummitTX Capital，LP, 乐天投资管理公司, 灯塔投资伙伴有限责任公司, 车床资本有限公司, 瑞穗证券美国有限公司, VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类, 加洛合伙公司, 沃隆资本管理有限公司, 诺德万德顾问有限责任公司, Point72 欧洲（伦敦）有限责任合伙, ENHCX - 卡伦增强股票收益基金 C 类, FFLC - 富达新千年 ETF, 中西部信托公司, Amplify ETF Trust - Amplify AI 驱动的股票 ETF, 克拉克资产管理有限公司, 和 审慎投资者网络 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F/A | 亚飞财富 | 45 | 104.55 | 0 | |||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 1,418 | 0.07 | 363 | 8.36 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 4 | 1 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 15,033 | 34.63 | 3,848 | 45.50 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 467,780 | 8.14 | 119,738 | 16.87 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,686 | 15.01 | 432 | 24.21 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 37 | 236.36 | 9 | 350.00 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 1,010 | 11.60 | 259 | 20.56 | ||||
| 2025-06-25 | NP | MNMCX - Pro-Blend(R) 中期系列 L 级 | 4,959 | 2,206.51 | 1,111 | 2,122.00 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 204 | 56 | ||||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 136 | 0.74 | 35 | 9.68 | ||||
| 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 | 103,471 | 1.40 | 23,183 | -11.01 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 1,624 | 416 | ||||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 443 | 113 | ||||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 3,442 | 0.09 | 881 | 8.23 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 4,901 | 1,254 | ||||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 244 | 26.42 | 62 | 37.78 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 26,405 | 0.06 | 6,759 | 8.13 | ||||
| 2025-08-22 | NP | BEARX - 联邦审慎熊基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,149 | 5.03 | 550 | 13.64 | ||||
| 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 | 13,943 | 13.76 | 3,124 | -0.16 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 1,880 | 0.37 | 481 | 8.58 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 1,155 | 296 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 30,443 | 31.50 | 7,794 | 42.15 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 2,816 | 3.07 | 721 | 11.28 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 48 | 11 | ||||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,826 | 73.08 | 467 | 87.55 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,975 | 10.89 | 442 | -2.64 | ||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 2,052 | 4.96 | 486 | 6.11 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 28,890 | 25.91 | 7,395 | 36.07 | ||||
| 2025-07-30 | 13F | 道德公司 | 12,047 | 7.57 | 3,082 | 16.31 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 1,153 | 285 | ||||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 313 | 15,550.00 | 80 | 9.59 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 10,472 | 16.07 | 2,681 | 25.47 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 11,763 | 1.13 | 3,011 | 9.30 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 2,572 | 658 | ||||||
| 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 | 325,399 | 8.69 | 80,413 | 9.30 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 165,608 | 0.32 | 42 | 7.69 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 829 | 212 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,479 | 5.78 | 1,658 | 14.34 | ||||
| 2025-08-22 | NP | TOLLX - DWS RREEF 全球基础设施基金 A 类 | 37,770 | 0.63 | 9,668 | 9.74 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 2 | 1 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 5,887 | 37.26 | 1,455 | 37.95 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 993 | 254 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -82 | -21 | |||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 147 | 6.52 | 36 | 9.09 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 3,661 | 5.78 | 1 | |||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,378 | 14.22 | 609 | 23.33 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,525 | 1.67 | 390 | 9.86 | ||||
| 2025-08-13 | 13F | 挪威银行 | 2,395,809 | 613,255 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 358,479 | 102.03 | 91,760 | 118.35 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 252,686 | 1.57 | 64,680 | 9.77 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 617 | 158 | ||||||
| 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 | 14 | 40.00 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | 澳斯比尔投资管理有限公司 | 33,764 | 69.34 | 8,643 | 83.02 | ||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,329 | 5.47 | 1,876 | 14.04 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 1,063 | 0.57 | 272 | 8.40 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 3,180 | 6.25 | 814 | 14.97 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -140 | -36 | |||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 4,055 | 7.47 | 960 | 8.47 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,250 | 1,215.79 | 280 | 1,066.67 | ||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 946 | 0.53 | 242 | 9.01 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 13,449 | 6.75 | 3,324 | 7.33 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 5,863 | 18.95 | 1,501 | 28.53 | ||||
| 2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 6,295 | 0.14 | 1,611 | 8.27 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 3,849 | 985 | ||||||
| 2025-08-20 | 13F | Tull 金融集团有限公司 | 3,504 | 0.03 | 897 | 8.08 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 19,946 | 0.46 | 5,106 | 8.57 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 19,510 | 0.52 | 4,994 | 8.61 | ||||
| 2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 90,425 | 83.03 | 20,260 | 60.62 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 55,908 | 4.04 | 14,311 | 12.44 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 9,513 | 0.16 | 2,435 | 8.27 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 837 | 0 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 2,207 | 1.94 | 565 | 10.16 | ||||
| 2025-07-23 | 13F | 客观平方有限责任公司 | 1,188 | 0.59 | 304 | 18.29 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 227 | 42.77 | 58 | 56.76 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 2,146 | 0.14 | 549 | 8.28 | ||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 670 | 47.25 | 150 | 29.31 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 5,585 | 74.64 | 1,430 | 88.77 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 13,265 | 0.23 | 3,395 | 8.33 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 39,133 | 10,017 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,195 | 562 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,046 | 7.61 | 291 | 34.88 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 6,758 | 281.38 | 2 | |||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 13,143 | 0.02 | 3,364 | 8.10 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 20,502 | 5,248 | ||||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 453 | 116 | ||||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 2,324 | 10.88 | 595 | 19.76 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 3,700 | 947 | ||||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 3,017 | 5.20 | 772 | 13.70 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 6 | 50.00 | 2 | |||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 19,330 | 3.53 | 4,948 | 11.87 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 48,313 | 0.04 | 12 | 9.09 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 192,591 | 7.59 | 49,297 | 16.27 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 20,321 | 20.93 | 5,202 | 30.68 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 360,050 | 7.08 | 92,162 | 15.73 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,179 | 0.06 | 712 | -12.21 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 10,549 | 4.46 | 2,700 | 12.92 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 10,200 | 175.68 | 2,611 | 197.95 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 92,825 | 43,479.81 | 23,760 | 47,420.00 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 802 | 2.04 | 205 | 10.22 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 8,341 | 0.42 | 2,135 | 8.54 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 986 | 213.02 | 221 | 175.00 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 2,119 | 101.62 | 1 | |||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 1,691 | 433 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 22,063 | 20.15 | 5,645 | 31.74 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 29,540 | 7,561 | ||||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 15,219 | 33.51 | 3,896 | 44.31 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 955 | 18.19 | 244 | 27.75 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,100 | 5.81 | 2,039 | -7.15 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 2,436 | 0.04 | 624 | 8.16 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 1,659 | 0.61 | 425 | 8.72 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 17 | 6.25 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Yaupon资本管理有限责任公司 | 80,851 | 20,695 | ||||||
| 2025-08-12 | 13F | 遗产信托公司 | 4,547 | 2.78 | 1,164 | 11.08 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 14 | 4 | ||||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 992 | 5.64 | 254 | 13.96 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 10,869 | 0.04 | 2,782 | 8.12 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 31,690 | 16.47 | 8,112 | 25.87 | ||||
| 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 | 55,931 | 1.57 | 12,531 | -10.86 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 100 | 26 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 913 | 14.55 | 234 | 23.94 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 111,236 | 11.45 | 28,473 | 20.45 | ||||
| 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 | 42,490 | 1.98 | 10,876 | 10.21 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 254 | 452.17 | 65 | 550.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 26,498 | 5.74 | 6,783 | 14.27 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 45,154 | 0.56 | 11,558 | 8.68 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 1,061 | 1.53 | 272 | 9.72 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 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 | 17,100 | 128.00 | 4,377 | 146.45 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 670 | 12.61 | 172 | 22.14 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,223 | 1.49 | 312 | 3.65 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,827 | 0 | ||||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 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 | 570 | 0.53 | 146 | 8.21 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 248,524 | 20.62 | 63,615 | 30.35 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 110 | 423.81 | 28 | 600.00 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,331 | 0.26 | 597 | 8.36 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,456 | 8.24 | 854 | 8.93 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 2,138 | 547 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 48 | 12 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 15 | 3 | ||||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 541 | 138 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 1,902 | 43.33 | 487 | 56.27 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 5,523 | 7.70 | 1,414 | 16.39 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 152 | 39 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 32 | 210.00 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 44,200 | 3.03 | 11,314 | 11.35 | ||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 4,845 | 2.26 | 1,240 | 16.87 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 11,321 | 5.76 | 2,798 | 6.35 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1,007 | 258 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,788 | 3.23 | 458 | 11.46 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 22,130 | 16.59 | 5,665 | 26.01 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,666 | 12.18 | 9,559 | -1.56 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 1,857 | 5.63 | 475 | 14.18 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 999 | 256 | ||||||
| 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 | 40,823 | 7.66 | 10,449 | 16.36 | ||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 30 | 8 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,208 | 26.14 | 4,405 | 36.30 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 1,764 | 2.14 | 452 | 10.27 | ||||
| 2025-08-14 | 13F | 威尔金斯米勒财富管理有限责任公司 | 834 | 214 | ||||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 1,217 | 312 | ||||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 4,541 | 23.73 | 1,162 | 33.72 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,215 | 35.12 | 6,770 | 18.59 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,001 | 2.77 | 256 | 11.30 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 30,642 | 1.25 | 7,843 | 9.42 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,056 | 1.54 | 270 | 9.76 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 167,159 | 42,788 | ||||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,333 | 1 | ||||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 15,438 | 6.85 | 3,815 | 7.46 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 10,095 | 2,584 | ||||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 136,464 | 34,931 | ||||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 2,408 | 0.12 | 616 | 8.26 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 729 | 202 | ||||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 9,127 | 2,336 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 186 | 20.00 | 48 | 30.56 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 125,770 | 10.48 | 31,080 | 11.10 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 359,405 | 2.15 | 91,997 | 10.40 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 19,598 | 6.40 | 5,012 | 16.70 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 224,044 | 34.46 | 55,366 | 35.21 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 100 | 26 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 9,452 | 0.59 | 2,419 | 8.72 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,035,410 | 28.30 | 521,004 | 38.65 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 1,008 | 0.80 | 262 | 20.18 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 1,640 | 2.31 | 420 | 10.55 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 1,395 | 1.82 | 357 | 9.88 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 10,300 | 33.77 | 2,636 | 44.60 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 95,100 | 262.98 | 24,343 | 292.30 | |||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 19,612 | 4.41 | 4,394 | -8.36 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 4,597 | 41.53 | 1,177 | 54.33 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 4,460 | 1.07 | 1,142 | 9.19 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 2,303 | 8.27 | 589 | 17.10 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,448 | 2.13 | 959 | 26.72 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,219 | 17.16 | 1,080 | 26.64 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 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 | 7,448 | 1,669 | ||||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 236 | 63.89 | 61 | 76.47 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 942 | 0.64 | 241 | 9.05 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,958 | 23.61 | 501 | 33.60 | ||||
| 2025-07-25 | NP | MainStay 世邦魏理仕全球基础设施大趋势基金 | 174,137 | 5.42 | 43,033 | 6.01 | ||||
| 2025-08-27 | NP | 杰克逊实物资产基金 | 9,161 | 12.23 | 2,345 | 21.26 | ||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 78,843 | 11.34 | 20,181 | 20.33 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 1,092 | 3.31 | 280 | 11.60 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 1,435 | 50.10 | 367 | 62.39 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,366 | 4.59 | 338 | 5.31 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 86 | 104.76 | 22 | 133.33 | ||||
| 2025-08-05 | 13F | 明智金钱有限责任公司 | 827 | 212 | ||||||
| 2025-08-14 | 13F | Aventail 资本集团有限合伙人 | 35,705 | 9,139 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 15,065 | 0.19 | 3,950 | 10.92 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 2,060,913 | 0.82 | 527,548 | 8.99 | ||||
| 2025-08-11 | 13F | 灯塔金融有限公司 | 833 | 213 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 10,185 | 28.97 | 2,607 | 39.41 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 348 | 282.42 | 89 | 323.81 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 214,442 | 1.62 | 54,891 | 9.82 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 6,998 | 0.82 | 1,568 | -11.57 | ||||
| 2025-08-14 | 13F | 雕塑家资本有限合伙人 | 39,000 | 9,983 | ||||||
| 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 | 235 | 14.63 | 53 | 0.00 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 8,907 | 0.07 | 2,280 | 8.11 | ||||
| 2025-07-02 | 13F | Lvm资本管理有限公司/mi | 835 | 0 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 25,300 | 24.02 | 6,476 | 34.05 | |||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 83 | 21 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 1,373 | 29.53 | 351 | 39.84 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 436,226 | 1,399.47 | 111,661 | 1,520.61 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 531 | 324.80 | 13,592 | 359.19 | |||
| 2025-07-31 | 13F | 彼得森财富服务 | 122 | 0.83 | 31 | 10.71 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 21,136 | 1.45 | 4,736 | -10.96 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 2,429 | 2.84 | 622 | 11.09 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 34,273 | 4.37 | 8,773 | 12.79 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 651 | 217.56 | 161 | 220.00 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 4,441 | 52.45 | 1,137 | 64.88 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 75,191 | 5.54 | 19,247 | 14.06 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 1,048 | 1.65 | 268 | 9.84 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 1,994 | 0.15 | 519 | 19.63 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 13 | 0 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,224 | 911.57 | 31,331 | 993.54 | |||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 22 | 10.00 | 6 | 25.00 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 9,032 | 11.15 | 2,312 | 20.17 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 4,182 | 1,070 | ||||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 2,628 | 0.23 | 673 | 8.21 | ||||
| 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 | 419,621 | 0.63 | 103,697 | 1.19 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 7,835 | 0.58 | 2,006 | 15.23 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 216,515 | 1.23 | 55,421 | 9.41 | ||||
| 2025-07-11 | 13F | 先锋财富管理集团 | 1,503 | 385 | ||||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 3,067 | 1.56 | 785 | 9.79 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 12,771 | 3,269 | ||||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,644 | 19.71 | 816 | 5.02 | ||||
| 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 | 2,855 | 16.34 | 731 | 25.65 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,334 | 0.76 | 341 | 8.95 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 61,805 | 6.67 | 15,820 | 15.28 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 826 | 211 | ||||||
| 2025-08-14 | 13F | 认证咨询公司 | 4,666 | 0.47 | 1,194 | 8.64 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 600 | 20.00 | 154 | 29.66 | |||
| 2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 781,620 | 17.30 | 200,071 | 26.77 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,201,735 | 1.05 | 307,608 | 9.20 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,655 | 19.15 | 424 | 28.96 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 26,521 | 20.89 | 6,554 | 21.55 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 42,686 | 0.87 | 10,926 | 9.01 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 1,489 | 0.07 | 381 | 8.24 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,630 | 1.37 | 417 | 9.74 | ||||
| 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 | 142,429 | 0.79 | 35,197 | 1.35 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 2,116 | 1.10 | 542 | 9.29 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 453 | 108.76 | 116 | 116.98 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,437,307 | 0.44 | 367,907 | 8.55 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 2,670 | 0.38 | 683 | 8.59 | ||||
| 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 | 77,109 | 2.12 | 17,276 | -10.38 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 21,424 | 0.07 | 5,074 | 1.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 14,583 | 0.87 | 3,733 | 9.00 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 443 | 0.91 | 113 | 8.65 | ||||
| 2025-08-14 | 13F | J.高盛公司 | 57,583 | 14,740 | ||||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,512 | 9.02 | 1,235 | -4.34 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 105,809 | 0.47 | 27 | 12.50 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 5,526 | 6.27 | 1,414 | 14.87 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 73 | 19 | ||||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 919 | 235 | ||||||
| 2025-08-01 | 13F | SYM金融公司 | 4,575 | 12.27 | 1,171 | 21.35 | ||||
| 2025-04-28 | NP | GIMFX - 转基因生物实施基金 | 1,864 | 458 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 546,174 | 0.88 | 139,804 | 9.02 | ||||
| 2025-08-28 | NP | 安本标准全球基础设施收益基金 | 60,100 | 14.26 | 15,384 | 23.48 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 2,022 | 3.91 | 517 | 12.39 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 5,347 | 2.97 | 1,369 | 11.31 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 4 | 1 | ||||||
| 2025-07-09 | 13F | 伯特财富顾问 | 800 | 205 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 17,297 | 3,875 | ||||||
| 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 | 5,300 | 1.61 | 1,187 | -10.82 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 906 | 1.23 | 232 | 9.48 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 3,491 | 26.95 | 894 | 37.17 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 9,583 | 1.09 | 2 | 0.00 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 13,795 | 1.41 | 3,091 | -11.00 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 25,000 | 36.61 | 6,399 | 47.65 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 10,176 | 5.27 | 2,605 | 13.76 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 8,130 | 0.68 | 2,081 | 8.84 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 4,822,075 | 0.76 | 1,228,064 | 8.76 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 195,197 | 2.61 | 43,734 | -9.95 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 1,237 | 39.93 | 317 | 51.20 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,258 | 8.92 | 0 | |||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 1,162 | 0.52 | 297 | 8.79 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 715 | 0.70 | 183 | 8.93 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 125,915 | 0.24 | 32,230 | 8.33 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 7,658 | 0.16 | 1,892 | 0.69 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 569,172 | 1.37 | 145,691 | 9.55 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 3,991 | 86.93 | 1,022 | 102.18 | ||||
| 2025-08-14 | 13F | EdgePoint投资集团公司 | 4,182,921 | 4.62 | 1,070,702 | 13.06 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 125,300 | 1.87 | 27,323 | 1.31 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 200 | 51 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 3,066,417 | 7.63 | 784,911 | 16.32 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 11,273 | 37.78 | 2,886 | 48.94 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 126,022 | 3.86 | 32 | 14.29 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 9,661 | 2.94 | 2,473 | 11.25 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 1,400 | 40.00 | 358 | 51.69 | |||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 38,710 | 3.25 | 9,909 | 11.58 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 684,700 | 7.30 | 175,263 | 15.97 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 39,774 | 1.13 | 8,911 | -11.25 | ||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,122 | 13.78 | 3,612 | -0.14 | ||||
| 2025-08-14 | 13F | Taconic 资本顾问公司 | 2,500 | 640 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,550 | 14.73 | 397 | 24.14 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,098 | 0.09 | 281 | 8.49 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 5,951 | 1.36 | 1,523 | 9.57 | ||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 29,894 | 4.39 | 7,652 | 12.81 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 41,794 | 247.62 | 10,698 | 275.76 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 18,884 | 4,834 | ||||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 38,013 | 2.01 | 9,731 | 10.25 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 1,050,083 | 48.96 | 268,790 | 60.99 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 1,476 | 17.89 | 378 | 27.36 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 778,920 | 199,380 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,489 | 27.26 | 381 | 37.55 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 2,089 | -125.28 | 535 | -127.29 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | Call | 5,768 | 169.41 | 5,429 | 385.08 | |||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 4,338 | 1.12 | 1,110 | 9.36 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 15,201 | 0.01 | 3,891 | 15.36 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 2,277 | 5.12 | 583 | 13.45 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 6,538 | 2 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 346 | 2.06 | 89 | 10.00 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 3,604 | 29.08 | 807 | 13.34 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 219 | 3.30 | 56 | 12.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,328 | 16.70 | 340 | 26.02 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 12,490 | 0.04 | 3,197 | 8.12 | ||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 12,839 | 58.51 | 2,877 | 39.14 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 2,875 | 48.04 | 736 | 60.13 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,434 | 20.42 | 1,243 | 53.52 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 276,853 | 70,866 | ||||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,024,079 | 30.96 | 262,134 | 41.53 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 700 | 179 | |||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 2,052 | 525 | ||||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 798 | 204 | ||||||
| 2025-08-01 | 13F | 马克尔公司 | 236,500 | 3.05 | 60,537 | 11.37 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,912 | 50.79 | 1,773 | 32.34 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 3,740 | 1.19 | 957 | 9.37 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 10,976 | 3.88 | 2,810 | 12.27 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 103 | 17.05 | 26 | 30.00 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 14,360 | 1.23 | 3,676 | 9.41 | ||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 800 | 205 | ||||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,957 | 98.48 | 501 | 114.59 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 29,449 | 5.27 | 7,538 | 13.77 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 8,193 | 2.98 | 2,097 | 11.25 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 1,250 | 320 | ||||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,560 | 11.01 | 655 | 19.96 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 364 | 3.70 | 82 | -8.99 | ||||
| 2025-07-28 | NP | ABCAX - 美国灯塔伦敦公司收益股票基金 A 类 | 212,545 | 20.95 | 52,524 | 21.63 | ||||
| 2025-05-12 | 13F | Ccm投资集团有限责任公司 | 12,638 | 7.85 | 2,914 | 6.47 | ||||
| 2025-08-13 | 13F | 法国集团 | 1,530 | 391 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,577 | 776.11 | 390 | 784.09 | ||||
| 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 | 17,007 | 2.87 | 4,203 | 3.45 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 3,309 | 7.19 | 847 | 15.87 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 9,353 | 2,394 | ||||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 31 | 14.81 | 7 | 0.00 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 39,667 | 1.71 | 10,154 | 9.92 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 32 | 10.34 | 7 | 0.00 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 18 | 12.50 | 4 | 0.00 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 43,418 | 29.24 | 9,728 | 13.42 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 6,085 | 2.86 | 1,558 | 11.13 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 9,433 | 5.77 | 2,415 | 14.30 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 4,513 | 0.13 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 3,952 | 0.25 | 1 | |||||
| 2025-08-07 | 13F | 米德资产管理公司 | 2,333 | 5.42 | 597 | 13.93 | ||||
| 2025-05-30 | NP | STXD - Strive 1000 股息增长 ETF | 770 | 9.69 | 182 | 1.68 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 19,850 | 32.22 | 5,081 | 42.93 | ||||
| 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 | Short | -7,000 | 4 | |||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 1,260 | 40.00 | 322 | 51.17 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 6,888 | 4.13 | 1,763 | 12.58 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -366 | 8.28 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 172,160 | 28.54 | 38,572 | 12.80 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,144,140 | 53,339.51 | 292,866 | 26,072.03 | ||||
| 2025-08-08 | 13F | KBC 集团 | 18,449 | 8.46 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 2 | 1 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 8,000 | 433.33 | 2,048 | 476.62 | |||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 2,647 | 1.69 | 678 | 9.90 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 84,190 | 0.31 | 21,550 | 8.41 | ||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 1,230 | 0 | ||||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 258 | 8,500.00 | 66 | |||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 2,110 | 1.83 | 540 | 10.20 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 529 | 0.38 | 135 | 8.87 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,424 | 2.19 | 621 | 10.52 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 3,063 | 181.27 | 784 | 205.06 | ||||
| 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 | 15,282 | 5.45 | 3,424 | -7.46 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 18,297 | 0.29 | 4,522 | 0.85 | ||||
| 2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 11,156 | 2,335.81 | 2,500 | 2,257.55 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 246 | 35.16 | 63 | 44.19 | ||||
| 2025-08-14 | 13F | 德肖公司 | 537,686 | 137,631 | ||||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 1,768 | 452 | ||||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 4,245 | 0.09 | 1,087 | 8.17 | ||||
| 2025-08-14 | 13F | 戴维森·肯普纳资本管理公司 | 85,000 | 21,757 | ||||||
| 2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 625 | 0.32 | 160 | 8.16 | ||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 816 | 209 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 76,057 | 4.63 | 19,468 | 13.08 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 21,266 | 12.06 | 5,443 | 21.12 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,410 | 70.27 | 1,129 | 84.01 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 3,746 | 110.45 | 959 | 127.55 | ||||
| 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 | 9 | 12.50 | 2 | 0.00 | ||||
| 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 | 114,556 | 1.36 | 28,309 | 1.93 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 7,417 | 0.09 | 1,899 | 8.15 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 | 15,996 | 7.38 | 4,094 | 16.04 | ||||
| 2025-03-25 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 146,596 | 18.71 | 37,426 | 21.01 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 193,973 | 83.83 | 49,651 | 98.68 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,506 | 17.75 | 386 | 27.48 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 28,041 | 0.12 | 7,178 | 8.20 | ||||
| 2025-05-30 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 31 | 6.90 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 8,719 | 25.76 | 2,232 | 35.87 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 55,618 | 1.17 | 14,237 | 9.33 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 753,558 | 39.52 | 192,888 | 50.79 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 2,372 | 607 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 181,944 | 0.86 | 46,572 | 9.01 | ||||
| 2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 2,175 | 557 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 55,106 | 5.96 | 14,105 | 14.51 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 7,993 | 7.06 | 1,975 | 7.69 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 2,116 | 122.04 | 542 | 140.44 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,738 | 20.47 | 3,889 | 21.15 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 114,705 | 85.67 | 25,700 | 62.94 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 7,530 | 4.05 | 1,927 | 12.69 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 7,705 | 5.90 | 1,972 | 14.45 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 1,770 | 453 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,704 | 4.67 | 436 | 13.25 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,532 | 21.01 | 392 | 31.10 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 105,497 | 1.98 | 27 | 12.50 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 6 | 200.00 | 2 | |||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,910 | -42.44 | -489 | -37.83 | |||
| 2025-05-29 | NP | JAKVX - 约翰汉考克纪律价值全球多空基金 R6 类 | 11,658 | 13.32 | 2,761 | 9.22 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 4,508 | 4.01 | 1,154 | 12.38 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 3,774 | 31.41 | 1,068 | 56.91 | ||||
| 2025-08-26 | NP | FTDS - 第一信托全美国市场 AlphaDEX ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,169 | 18.20 | 555 | 28.18 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 3,891 | 2.96 | 996 | 11.17 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 55 | 1.85 | 14 | 8.33 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 3,807 | 46.71 | 974 | 58.63 | ||||
| 2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,977 | 3.28 | 1,339 | -9.34 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 17 | 142.86 | 4 | 300.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 49 | 13 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 9,898 | 2.93 | 2,534 | 11.24 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 10,500 | 45.83 | 2,353 | 27.97 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,243 | 25.46 | 1,342 | 35.69 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,870 | 2.72 | 5,652 | 3.29 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 60,881 | 4.60 | 15,584 | 13.04 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 807 | 14.79 | 207 | 24.10 | ||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 85,932 | 6.06 | 21,996 | 14.63 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 89,398 | 0.93 | 22,923 | 9.26 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 10,311 | 30.83 | 2,639 | 41.43 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 1,640 | 22.39 | 420 | 32.18 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 66,311 | 76.33 | 16,974 | 90.56 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 30,803 | 2.81 | 7,885 | 11.10 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 44 | 4.76 | 11 | 22.22 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 821 | 210 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 3,001 | 0.30 | 768 | 8.47 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,754 | 3.30 | 961 | 11.63 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 8,922 | 1.74 | 2,284 | 5.40 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 15,300 | 7.58 | 3,916 | 16.27 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 7,554 | 2.69 | 1,934 | 10.96 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,130 | 19.32 | 289 | 29.02 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 39,892 | 2.08 | 8,938 | -10.41 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 1,111,496 | 8.75 | 284,510 | 17.52 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 54 | 12 | ||||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 11,196 | 3.37 | 2,866 | 11.70 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -13,223 | -41.19 | -3,385 | -36.45 | |||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 1,855 | 0.87 | 475 | 8.97 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,351 | 6.29 | 346 | 14.62 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 184 | 30.50 | 47 | 42.42 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 864 | 221 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 76,400 | 34.74 | 19,556 | 45.63 | |||
| 2025-08-14 | 13F | 瑞银集团 | Put | 138,300 | 136.01 | 35,401 | 155.06 | |||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,276 | 327 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,567 | 17.84 | 881 | 18.57 | ||||
| 2025-06-13 | NP | AIAFX - 安本全球基础设施基金 A 级 | 5,200 | 10.64 | 1,165 | -2.84 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 2,491 | 5.06 | 638 | 13.55 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 2,100 | 538 | ||||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 5,430 | 0.67 | 1,217 | -11.69 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 173 | 41 | ||||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 1,054,580 | 7.34 | 269,941 | 16.00 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 1,322 | 14.46 | 338 | 14.97 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 15,124 | 4.16 | 3,737 | 4.74 | ||||
| 2025-08-11 | 13F | LCNB公司 | 1,611 | 6.48 | 412 | 15.08 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 276,571 | 0.96 | 70,794 | 9.11 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 1,212 | 0.75 | 310 | 9.15 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 10,731 | 11.96 | 2,652 | 12.57 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 2,047 | 503 | ||||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 5,421 | 214.81 | 1,340 | 203.63 | ||||
| 2025-08-14 | 13F | 南岸银行 | 11,359 | 0.08 | 2,908 | 8.15 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 2,800 | 7.69 | 627 | -5.43 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 4,658 | 2.19 | 1,192 | 10.47 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 18 | 5.88 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 17,869 | 351.58 | 4,574 | 388.05 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 880 | 229 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 25,546 | 197.22 | 6,539 | 221.33 | ||||
| 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 | 682 | 21.79 | 153 | 7.04 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 6,801 | 1,741 | ||||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 800 | 205 | ||||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 1,142 | 292 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 130 | 58.54 | 33 | 73.68 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 2,252 | 576 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 592 | 2.42 | 152 | 11.03 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 121,585 | 8.98 | 30,046 | 9.59 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,095 | 5.39 | 280 | 13.82 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 2,531 | 10.28 | 648 | 19.15 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,238 | 6.72 | 317 | 15.33 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 542 | 22.62 | 139 | 32.69 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 4,584 | 0.39 | 1,027 | -11.85 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 1,376,828 | 321 | ||||||
| 2025-08-01 | 13F | 信托投资顾问 | 801 | 205 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 715,442 | 8.66 | 187,446 | 28.97 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 19,957 | 5.99 | 5,108 | 14.55 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 1,365 | 17.17 | 349 | 26.91 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 798 | 205 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 5,263 | 0.55 | 1,347 | 8.72 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,770 | 5.11 | 453 | 13.82 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 16,600 | 16.08 | 4,249 | 25.49 | ||||
| 2025-08-14 | 13F | Xponance公司 | 33,082 | 3.51 | 8,468 | 11.88 | ||||
| 2025-08-08 | 13F | 纽约信托银行 | 2,116 | 4.96 | 542 | 13.42 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,003 | 13.85 | 257 | 23.08 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 5,263 | 0.55 | 1,347 | 8.72 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 792 | 203 | ||||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 592 | 0 | ||||||
| 2025-07-09 | 13F | 灯塔金融集团 | 788 | 202 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 60 | 500.00 | 15 | 650.00 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 24,440 | 5,476 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 49,162 | 19.31 | 12,539 | 28.38 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 4,134 | 8.90 | 1,058 | 17.69 | ||||
| 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 | 2,856,681 | 0.82 | 705,943 | 1.38 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 18,184 | 0.78 | 4,655 | 8.92 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 4,758 | 1,218 | ||||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 1,773 | 0.28 | 454 | 8.37 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 200,138 | 4.67 | 51,230 | 13.20 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 4,309 | 8.81 | 1,103 | 17.61 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,317 | 1.39 | 337 | 9.77 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 48 | 166.67 | 13 | 200.00 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 5,717 | 0.32 | 1,463 | 8.45 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,429 | 1.67 | 622 | 9.91 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 4,849 | 26.24 | 1,241 | 36.52 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 6,449 | 0.03 | 1,651 | 8.13 | ||||
| 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 | 387 | 99.48 | 99 | 120.00 | ||||
| 2025-08-14 | 13F | 加洛合伙公司 | 12,444 | 3,185 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 681 | 0.15 | 174 | 8.07 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 3,289,431 | 6.54 | 842 | 15.05 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,091 | 7.70 | 279 | 16.74 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,436,378 | 37.86 | 367,670 | 48.99 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 3,532 | 0.23 | 904 | 8.39 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 30,629 | 200.90 | 7,840 | 225.31 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 4,492 | 21.47 | 1,150 | 31.31 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 1,141 | 9.61 | 292 | 18.70 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,085 | 0.37 | 278 | 8.20 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 869 | 1.16 | 222 | 9.36 | ||||
| 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 | 80,687 | 21.36 | 20,653 | 31.16 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 1,804 | 0.73 | 462 | 8.73 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 64 | 220.00 | 16 | 300.00 | ||||
| 2025-08-11 | 13F | 花旗集团 | 287,471 | 22.90 | 73,584 | 32.82 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 25,471 | 11.70 | 7 | 20.00 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 12,829 | 34.43 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 1,193,437 | 0.35 | 305,484 | 8.45 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 7,032 | 1,800 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 147,345 | 4.89 | 33,013 | -7.95 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 6,876 | 8.45 | 1,760 | 17.26 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 75 | 21 | ||||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 3,802 | 0.08 | 973 | 8.23 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 20,691 | 4,770 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 34,757 | 6.18 | 8,589 | 6.78 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 17 | 41.67 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 825 | 0 | ||||||
| 2025-08-14 | 13F | 山顶控股公司 | 2,852 | 20.64 | 730 | 30.59 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 5,750 | 4.85 | 1,288 | -8.00 | ||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 56,467 | 30.75 | 13,954 | 31.48 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 15,539 | 8.40 | 3,967 | 10.90 | ||||
| 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 | 27,849 | 7.78 | 6,882 | 8.40 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 576 | 148 | ||||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 52,820 | 1.40 | 11,834 | -11.01 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 4,275 | 64.11 | 1,094 | 77.60 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,935 | 10.76 | 509 | 33.60 | ||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,232 | 4.31 | 948 | -8.41 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 42,242 | 10,813 | ||||||
| 2025-08-06 | 13F | NVWM有限公司 | 29 | 625.00 | 7 | |||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 58,131 | 36.85 | 14,365 | 37.61 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 24 | 33.33 | 6 | 50.00 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 10,053 | 25.85 | 2,484 | 26.54 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 12,229 | 3,130 | ||||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 1,375 | 10.53 | 352 | 19.39 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 8,039 | 3.89 | 2,058 | 12.28 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 97,059 | 24.43 | 24,844 | 34.47 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 2,005 | 7.33 | 513 | 16.06 | ||||
| 2025-08-25 | NP | MVCAX - MFS 中盘价值基金 A | 474,597 | 3.80 | 121,483 | 12.18 | ||||
| 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 | 312,230 | 11.72 | 79,922 | 20.74 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 1,572 | 0.19 | 402 | 8.36 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 17,756 | 13.66 | 4,980 | 34.59 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 50,500 | 3.15 | 12,926 | 11.47 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 5,861 | 5.09 | 1,500 | 13.64 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 15,576 | 3,987 | ||||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 163,626 | 0.69 | 41,883 | 8.82 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 397,186 | 19.66 | 98,153 | 20.33 | ||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,014 | 96.85 | 3,812 | 72.76 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 2,503 | 0.16 | 641 | 8.29 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 2,430 | 1.72 | 622 | 10.09 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 27,088 | 0.56 | 6,934 | 8.68 | ||||
| 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 | 75,734 | 9.34 | 18,715 | 9.95 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 148,919 | 142.08 | 38,119 | 161.62 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 20,015 | 3.80 | 5,123 | 12.17 | ||||
| 2025-08-27 | NP | HWAY - 主题美国基础设施 ETF | 193 | 4.32 | 49 | 13.95 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 544 | 2.45 | 122 | -10.37 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,776 | 5.43 | 785 | 34.65 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 167 | 0.60 | 43 | 7.69 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 30,942 | 1.02 | 7,920 | 9.18 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 2,361 | 7.61 | 604 | 16.38 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 1,343 | 344 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 25,632 | 169.19 | 6,561 | 190.95 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 1,996,611 | 0.57 | 511,073 | 8.69 | ||||
| 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 | 1,348 | 12.33 | 345 | 21.48 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 3,002 | 768 | ||||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 7,148 | 3.19 | 1,830 | 11.52 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 260 | 31.31 | 58 | 16.00 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 3,994 | 6.14 | 946 | 7.02 | ||||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 167 | 1.21 | 43 | 2.44 | ||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 36,644 | 0.11 | 9,380 | 8.19 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 902 | 5.62 | 231 | 13.86 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 9,700 | 2,483 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 15,530 | 3.44 | 3,479 | -9.24 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 9,247 | 1.13 | 2,367 | 9.28 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 120 | 31 | ||||||
| 2025-07-30 | 13F | 达戴维森公司 | 22,561 | 3.59 | 5,775 | 11.96 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 20,561,273 | 1.18 | 5,263,069 | 9.35 | ||||
| 2025-06-24 | NP | VCRCX - MainStay CBRE 全球基础设施基金 C 类 | 162,700 | 4.74 | 36,453 | -8.08 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -259 | -14.24 | -66 | -7.04 | |||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 287 | 5.13 | 73 | 14.06 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 1,000 | 12,400.00 | 256 | 25,400.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 129,700 | 116.89 | 33,199 | 134.41 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 17,810 | 5.75 | 4,559 | 14.26 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 117,146 | 333.81 | 29,986 | 368.88 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 177,900 | 327.64 | 45,537 | 362.21 | |||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 2,516 | 14.36 | 644 | 23.61 | ||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | 60,500 | 13.94 | 15,486 | 23.14 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 8,755 | 2 | ||||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 541 | 405.61 | 0 | |||||
| 2025-08-07 | 13F | 索林达资本管理有限公司 | 2,514 | 0.36 | 644 | 8.43 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 15,998 | 57.71 | 4,095 | 70.48 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 14,202 | 2.41 | 3,635 | 10.69 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 1,215 | 311 | ||||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 3,162 | 19.73 | 809 | 29.44 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 4,996 | 24.65 | 1,279 | 34.67 | ||||
| 2025-06-25 | NP | IQRA-IQ CBRE 实物资产 ETF | 179 | 20.13 | 40 | 5.26 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 134,090 | 5.98 | 34,323 | 14.54 | ||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 1,466 | 2.66 | 375 | 10.95 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 796 | 204 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,005 | 4.47 | 257 | 13.22 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 1,860 | 25.59 | 474 | 35.43 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 5,028 | 9.30 | 1,382 | 39.35 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 3,408 | 872 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 52 | 15.56 | 13 | 30.00 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 8 | 2 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 120,053 | 4.02 | 30,730 | 12.42 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,536 | 316.26 | 344 | 265.96 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 906 | 232 | ||||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 21,874 | 3.29 | 5,599 | 11.62 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 10,301 | 3.88 | 2,637 | 12.27 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 136 | 10.57 | 35 | 17.24 | ||||
| 2025-03-27 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 6,600 | 266.67 | 1,685 | 274.22 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 6,505 | 2.99 | 1,665 | 11.37 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 275 | 65 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 4,588 | 185.15 | 1,174 | 208.14 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 48 | 12 | ||||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 1,129 | 6.61 | 289 | 15.20 | ||||
| 2025-08-28 | NP | DODGX - 道奇考克斯股票基金 | 7,125,600 | 2.27 | 1,823,940 | 10.53 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 6,063 | 0.02 | 1,552 | 8.08 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 3,781 | 81.69 | 1 | |||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 493,378 | 72.02 | 126,290 | 85.91 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 11,058 | 2.39 | 2,831 | 10.68 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,300 | 6.03 | 12,614 | -6.95 | ||||
| 2025-07-28 | NP | FLV - 美国世纪专注大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,445 | 18.22 | 9,253 | 18.89 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 95,849 | 4.34 | 24,534 | 12.76 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 428,750 | 25,497.01 | 2 | -99.75 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 1,202 | 3.00 | 308 | 11.23 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 8,975 | 6.53 | 2,297 | 15.14 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 40,915 | 1.36 | 10,473 | 9.55 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,878 | 9.38 | 481 | 19.11 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 52,460 | 0.29 | 12,964 | 0.85 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,015 | 260 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 116 | 3.57 | 30 | 11.54 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 59,366 | 8.11 | 13,301 | -5.13 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 3,509 | 43.17 | 898 | 54.83 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 989 | 10.87 | 222 | -2.64 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 5,574 | 0.14 | 1,427 | 8.19 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 253 | 109.09 | 65 | 128.57 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 4,497 | 3.76 | 1,151 | 12.18 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 951,361 | 18.46 | 243,520 | 28.02 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 28,404 | 4.03 | 7,271 | 12.43 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 3,717 | 5.12 | 1 | |||||
| 2025-08-07 | 13F | 英杰华公司 | 169,191 | 32.15 | 43,308 | 42.82 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 58 | 15 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 3,162 | 1.61 | 809 | 9.77 | ||||
| 2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 1,275 | 129.73 | 326 | 148.85 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 982 | 1.13 | 251 | 9.61 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 28,798 | 86.44 | 6,452 | 67.41 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,164 | 130.50 | 261 | 106.35 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 5,907 | 16.14 | 1,460 | 16.81 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 9 | 200.00 | 2 | |||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 56,012 | 682.07 | 14 | 1,300.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,543 | 78.21 | 651 | 92.88 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 9,644 | 2.89 | 2,161 | -9.70 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 875 | 224 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 265,367 | 2.85 | 67,926 | 11.15 | ||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 70 | 20.69 | 17 | 23.08 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,042 | 35.50 | 522 | 46.63 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 38,349 | 0.93 | 9,774 | 8.61 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 8,133 | 860.21 | 2,082 | 940.50 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 1,000 | 0.30 | 256 | 8.47 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 116,795 | 10.39 | 29,896 | 19.30 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,724 | 25.29 | 0 | |||||
| 2025-08-04 | 13F | 财务规划合作伙伴 | 8,833 | 5.13 | 2,261 | 13.57 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 1,873 | 9.21 | 480 | 17.98 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 20 | 4 | ||||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 2,400 | 10.85 | 1 | |||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,633 | 24.75 | 418 | 34.84 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 10,266 | 13.02 | 2,628 | 22.13 | ||||
| 2025-08-14 | 13F | 莱特森投资管理公司 | 5,415 | 0.04 | 1,386 | 8.11 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 5,807 | 9.40 | 1,486 | 18.22 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 6,066 | 4.66 | 1,553 | 13.12 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 37,120 | 1.29 | 10 | 12.50 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 19,277 | 3.28 | 4,934 | 11.63 | ||||
| 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 | 67,874 | 0.51 | 15,207 | -11.79 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 12,354 | 3.81 | 3,162 | 12.21 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 868 | 222 | ||||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 1,122 | 0.09 | 287 | 8.30 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 8,801 | 94.37 | 2,253 | 110.07 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 82,200 | 21 | ||||||
| 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 | 73,815 | 0.00 | 16,538 | -12.24 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,594 | 8.28 | 3,854 | 8.87 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 6,394 | 13.69 | 1,637 | 22.82 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 7,248,649 | 1.32 | 1,855,437 | 9.50 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 1,546 | 396 | ||||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 1,573 | 24.54 | 403 | 34.45 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 235,917 | 421.34 | 60,388 | 463.47 | ||||
| 2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | Short | -1,000 | -80.00 | -224 | -82.45 | |||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 41,999 | 2.45 | 10,751 | 10.72 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 3,737 | 957 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 217 | 30.72 | 54 | 32.50 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 3,404 | 0.06 | 872 | 8.20 | ||||
| 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 | 99,561 | 7.51 | 25,485 | 16.19 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 983,366 | 550.56 | 251,712 | 603.09 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 17,742 | 1.56 | 5 | 0.00 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 12,633 | 0.53 | 3,512 | 17.98 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 2,578 | 32.82 | 660 | 43.57 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 51,343 | 6.57 | 13,142 | 15.18 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 1,549 | 1.24 | 396 | 9.39 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 35,558 | 4.11 | 9,102 | 12.51 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 11,014 | 14.56 | 2,819 | 23.80 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 1,905 | 5.77 | 488 | 14.32 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,549 | 3.68 | 383 | 24.84 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 54,253 | 13,887 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 9,961 | 325.68 | 3 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 21,400 | 345.83 | 5 | 400.00 | |||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 92 | 21 | ||||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 7,237 | 1,714 | ||||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 2,563 | 6.84 | 656 | 15.49 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 8,600 | 36.51 | 2 | 100.00 | |||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 255 | -119.23 | 65 | -120.70 | ||||
| 2025-06-27 | NP | TWHIX - 传统基金投资者类别 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 | 231,774 | 28.25 | 51,929 | 12.55 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 13,579 | 0.01 | 3,476 | 8.09 | ||||
| 2025-07-22 | 13F | 希科利资产管理公司 | 1,461 | 0.55 | 374 | 8.43 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 8,500 | 123.68 | 2,176 | 141.67 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 1,090 | 0.93 | 279 | 9.41 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 149,431 | 18.98 | 38,250 | 28.59 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 160 | 13.48 | 41 | 21.21 | ||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 2,783 | 0.54 | 712 | 8.70 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 28 | 7 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 7,895 | 12.87 | 1,951 | 13.50 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 14,608 | 0.33 | 3,273 | -11.97 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 657,433 | 68.42 | 168 | 82.61 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 2,303 | 0.26 | 590 | 8.27 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 21,212 | 2.30 | 5,242 | 2.87 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 580,349 | 24.73 | 148,550 | 34.79 | ||||
| 2025-03-20 | NP | GRASX - 高盛多经理实物资产策略基金 R6 类股票 | 8,200 | 0.12 | 2,093 | 2.05 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 446 | 114 | ||||||
| 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 | 245,375 | 2.62 | 62,809 | 10.91 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -61 | -16 | |||||
| 2025-07-08 | 13F | 博尔特伍德资本管理公司 | 2,390 | 2.66 | 612 | 10.89 | ||||
| 2025-08-14 | 13F | 汤姆斯资本投资管理有限公司 | 711,000 | 181,995 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,603 | 17.13 | 807 | 2.80 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 12 | 3 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 28 | 7 | ||||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 27,968 | 1.37 | 7,159 | 9.55 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 11,612 | 16.05 | 2,870 | 16.72 | ||||
| 2025-08-11 | 13F | 普洛特金财务顾问有限公司 | 829 | 212 | ||||||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 2,270 | 0.13 | 581 | 8.01 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 3,931 | 22.69 | 1,006 | 32.72 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 8,603 | 2.20 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 952 | 244 | ||||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,406 | 12.12 | 0 | |||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 4,458 | 1.48 | 1,141 | 9.71 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 23,061 | 3.80 | 5,903 | 12.18 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 2,764 | 7.47 | 708 | 16.09 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 4,619 | 22.45 | 1,182 | 32.36 | ||||
| 2025-08-14 | 13F | 恩康帕斯资本顾问有限责任公司 | 99,956 | 25,586 | ||||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 70,902 | 0.01 | 18,149 | 8.09 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 131 | 773.33 | 33 | 1,000.00 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 839 | 54.23 | 215 | 67.19 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 10,859,121 | 1.81 | 2,779,609 | 10.02 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 157 | 5.37 | 40 | 14.29 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 4,478 | 4.21 | 1,264 | 32.77 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 5,773 | 6.41 | 1,478 | 15.03 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 48,593 | 9,155.81 | 12,438 | 9,930.65 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 1,722 | 84.76 | 0 | |||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,161 | 3.55 | 553 | 11.94 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 57,863 | 8.51 | 15 | 16.67 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 22,826 | 4.75 | 5,843 | 13.22 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 11 | 22.22 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 816 | 209 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 31,900 | 139.85 | 8,165 | 159.21 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 28,100 | 45.60 | 7,193 | 57.34 | |||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 3,376 | 12.72 | 864 | 21.86 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 47,339 | 261.09 | 12,117 | 290.24 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 1,453 | 3.27 | 372 | 11.41 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 200 | 51 | ||||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 11 | 3 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 20,271 | 0.20 | 5,189 | 8.29 | ||||
| 2025-05-30 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 6,204 | 1,469 | ||||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 5,372 | 3.05 | 1,375 | 11.43 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 204,160 | 0.85 | 52,259 | 8.99 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,011 | 15.44 | 515 | 24.76 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 26,536 | 0.25 | 6,792 | 8.34 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 4,700 | 1,161 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 69,617 | 16.62 | 16,489 | 17.69 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 12,748 | 3,263 | ||||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 94,563 | 2.65 | 24,205 | 10.94 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 3,699 | 13.89 | 942 | 23.30 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 18,306 | 4.84 | 4,686 | 13.30 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 2,473 | 633 | ||||||
| 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 | 114,512 | 0.79 | 29,312 | 8.93 | ||||
| 2025-07-09 | 13F | 奥利奥财务规划 | 970 | 248 | ||||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,278 | 327 | ||||||
| 2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 2,503 | 2,196.33 | 561 | 2,140.00 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 1,420 | 2.82 | 363 | 11.35 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 9,893 | 0.05 | 2,532 | 8.16 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | Call | 12,700 | 3,251 | |||||
| 2025-07-22 | 13F | 达文波特有限公司 | 543,223 | 0.66 | 139,020 | 9.49 | ||||
| 2025-08-04 | 13F | 联合银行 | 44,061 | 0.48 | 11 | 10.00 | ||||
| 2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 1,593 | 3.85 | 408 | 12.12 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -127 | -33 | |||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 19,700 | 154.36 | 5,043 | 155.55 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 53,610 | 1.04 | 13,723 | 9.20 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 6,399,512 | 1.70 | 1,638,083 | 9.91 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 6,300 | 24.75 | 1,613 | 34.78 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 4,306 | 14.95 | 1,102 | 24.24 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 2,287 | 585 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 37 | 8 | ||||||
| 2025-08-14 | 13F | 审慎投资者网络 | 2,890 | 740 | ||||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 77,702 | 2.66 | 19,889 | 10.94 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 2,918 | 13.50 | 747 | 22.70 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 45,613 | 14.61 | 11,676 | 23.86 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 18,174 | 5.20 | 4,652 | 13.71 | ||||
| 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 | Short | -115 | 0 | |||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 7,704 | 0.67 | 1,972 | 8.77 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 54,272 | 2.41 | 12,160 | -10.13 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 923 | 3.94 | 236 | 12.38 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 6,084 | 0.07 | 1,557 | 8.13 | ||||
| 2025-07-15 | 13F | LVZ 顾问公司 | 818 | 209 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 4,333 | 31.50 | 1,109 | 42.18 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 1,635 | 23.02 | 419 | 33.12 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 105,552 | 43.79 | 23,649 | 26.18 | ||||
| 2025-07-18 | 13F | 黄金投资管理有限公司 | 9,767 | 2.88 | 2,534 | 12.68 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 171 | 18.75 | 38 | 5.56 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 8,265 | 868.93 | 2,116 | 947.03 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 152,950 | 10.64 | 39,142 | 20.79 | ||||
| 2025-08-06 | 13F | 夸埃罗资本公司 | 888 | 227 | ||||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 16,500 | 13.79 | 4,224 | 22.98 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 123,189 | 52.13 | 31,533 | 64.41 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 800 | 205 | ||||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 9,192 | 1.14 | 2,353 | 9.29 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,323 | 1.22 | 595 | 9.39 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 1,418 | 363 | ||||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 1,746 | 447 | ||||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 1,333 | 8.82 | 341 | 17.59 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 876 | 224 | ||||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 3,077 | 24.22 | 788 | 34.30 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 234 | 58 | ||||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 331 | 36.21 | 74 | 19.35 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,003 | 15.44 | 1,483 | 16.13 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,793 | 117.86 | 971 | 135.44 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 3,047 | 19.40 | 780 | 28.97 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 24,685 | 0.22 | 5,531 | -12.05 | ||||
| 2025-08-21 | NP | RALIX - Lazard 实物资产和定价机会投资组合机构股票 | 82 | 6.49 | 21 | 11.11 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 18,214 | 0.05 | 4,662 | 8.14 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 38,193 | 3.55 | 9,438 | 4.14 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 10,736 | 40.60 | 2,748 | 51.99 | ||||
| 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 | 7,264 | 3.08 | 1,627 | -9.56 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 975 | 0.62 | 249 | 8.73 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 42,554 | 10.21 | 10,893 | 19.12 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 16,752 | 0.96 | 4,288 | 9.14 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 54 | 45.95 | 14 | 62.50 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 43,610 | 2.59 | 11,163 | 10.87 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,601 | 16.69 | 410 | 25.85 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 836,451 | 67.09 | 214,106 | 80.58 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 2,587 | 0.78 | 662 | 9.06 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 5,509 | 10.60 | 1,410 | 19.59 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 18,232 | 51.22 | 4,667 | 63.43 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 1,344 | 344 | ||||||
| 2025-08-28 | NP | DODBX - 道奇考克斯平衡基金 | 542,800 | 3.49 | 138,941 | 11.84 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 5,735 | 12.30 | 1,468 | 21.44 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 1,021 | 3.34 | 261 | 11.54 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 730 | 0.83 | 187 | 8.77 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 413 | 22.92 | 106 | 32.91 | ||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 394 | 101 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 27 | 12.50 | 6 | 0.00 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 60,377 | 12.73 | 13,527 | -1.07 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 158,170 | 2.13 | 40,487 | 17.59 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 879 | 78.30 | 197 | 56.80 | ||||
| 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 | 21,977 | 1.50 | 5,625 | 9.69 | ||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 1,971 | 0.05 | 504 | 8.15 | ||||
| 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 | Short | -3,199 | 2 | |||||
| 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 | 501,467 | 0.92 | 112,354 | -11.44 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 1,973 | 0.05 | 505 | 8.14 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 34 | 1,600.00 | 9 | |||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,129 | 29.92 | 289 | 40.49 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 5,755 | 23.08 | 1,648 | 48.87 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 2,572 | 636 | ||||||
| 2025-08-11 | 13F | 交响金融有限公司 | 39,429 | 10,093 | ||||||
| 2025-08-12 | 13F | 安普夸银行 | 5,520 | 0.07 | 1,442 | 10.34 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 1,031 | 117.51 | 264 | 134.82 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 11,099 | 24.46 | 2,841 | 40.57 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 1,229 | 3.54 | 315 | 11.74 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 24 | 6 | ||||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 165 | 0.61 | 42 | 10.53 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,499 | 16.84 | 0 | |||||
| 2025-08-05 | 13F | VGI 合作伙伴有限公司 | 976 | 250 | ||||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 1,193 | 3.29 | 305 | 11.72 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 11 | 120.00 | 3 | 100.00 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,158 | 6.94 | 483 | -6.21 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 325 | 0 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 21,748 | 19.57 | 5,567 | 29.20 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 117,923 | 2.95 | 30,185 | 12.30 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 12,945 | 4.70 | 3,314 | 13.15 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 900 | 230 | |||||
| 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 | 129,830 | 0.66 | 32,084 | 1.22 | ||||
| 2025-07-22 | 13F | DB Root 有限公司 | 1,041 | 2.76 | 266 | 11.30 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 2,389 | 5.99 | 535 | -6.96 | ||||
| 2025-08-01 | 13F | 莫特科 | 376 | 127.88 | 105 | 166.67 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 299 | 0.67 | 74 | 1.39 | ||||
| 2025-08-27 | NP | TACLX - Touchstone 大盘基金 A 类 | 48,278 | 0.31 | 12,358 | 8.41 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 10,893 | 7.32 | 2,789 | 16.02 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 41,041 | 1.90 | 10,505 | 10.13 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 399 | 25.87 | 102 | 36.00 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 17,245 | 20.35 | 4,414 | 30.09 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,645 | 22.58 | 421 | 32.81 | ||||
| 2025-08-28 | NP | ENHCX - 卡伦增强股票收益基金 C 类 | 7,787 | 1,993 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 529,726 | 6.40 | 135,610 | 16.22 | ||||
| 2025-07-31 | 13F | 霍格金融服务有限公司 | 1,063 | 2.51 | 272 | 11.02 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 70 | 52.17 | 18 | 70.00 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 3,929 | 3.23 | 1,006 | 11.54 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 3,905 | 5.40 | 1,000 | 13.91 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 79,113 | 1.28 | 20,251 | 9.45 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 2,910 | 12.53 | 745 | 21.57 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 41,020 | 2.10 | 10,500 | 10.34 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Call | 17,000 | 4,224 | |||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 48,629 | 5.64 | 12,017 | 6.23 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 6,483 | 2.74 | 1,660 | 11.04 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 25,506 | 10.06 | 6,529 | 22.20 | ||||
| 2025-07-24 | 13F | 谢恩有限公司 | 3,546 | 6.58 | 908 | 15.10 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 155,236 | 43.56 | 39,736 | 55.15 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 344,363 | 2.15 | 88,147 | 10.40 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 5,953 | 6.90 | 1,334 | -6.19 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 296 | 1.02 | 76 | 8.70 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 9,003 | 14.83 | 2,225 | 15.47 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 5,260 | 20.64 | 1,374 | 33.04 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 2 | ||||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 630,862 | 5.00 | 161,482 | 13.48 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 74,167 | 5.40 | 18,983 | 14.36 | ||||
| 2025-08-13 | 13F | 宪法资本有限责任公司 | 2,500 | 25.00 | 640 | 35.10 | ||||
| 2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 1,844,928 | 15.68 | 472,254 | 25.02 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 9,327 | 0.14 | 2,387 | 8.25 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 33,957 | 5.33 | 9 | 14.29 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 4,444 | 21.65 | 1,138 | 31.45 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 284 | 4.80 | 73 | 12.50 | ||||
| 2025-08-14 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 9,800 | 2,509 | ||||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 5,410 | 17.66 | 1,337 | 18.33 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 19,601 | 6.10 | 5,017 | 14.67 | ||||
| 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 | 382 | 71.30 | 98 | 86.54 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 1,398 | 0.07 | 358 | 8.18 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 2,288 | 1.19 | 586 | 9.35 | ||||
| 2025-07-11 | 13F | 朗维财富管理 | 2,030 | 0.25 | 520 | 8.35 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 2,500 | 640 | |||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 7,368 | 6.03 | 1,886 | 14.59 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 5,700 | 850.00 | 1,459 | 927.46 | |||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 4,398 | 21.69 | 1,126 | 31.58 | ||||
| 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 | 99,198 | 8.81 | 22,225 | -4.51 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 8 | 2 | ||||||
| 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 | 5,032 | 5.83 | 1,288 | 14.39 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 759 | 4.83 | 0 | |||||
| 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 | 227,567 | 3.21 | 56,236 | 3.79 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 5,644 | 3.67 | 1,445 | 12.02 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,058 | 1.92 | 13,359 | 2.49 | ||||
| 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 | 30,328 | 15.31 | 7,495 | 15.95 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 2,801 | 0.11 | 717 | 8.16 | ||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 1,494 | 1.43 | 382 | 9.77 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 1,382 | 0.14 | 354 | 8.28 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 1,633,924 | 0.17 | 418,236 | 8.26 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 39 | 10 | ||||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 848 | 217 | ||||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 5,227 | 1,338 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 233 | 1.75 | 52 | -10.34 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 75,000 | 19,198 | |||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 780 | 182.61 | 200 | 206.15 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 14,835 | 9.13 | 3,666 | 9.76 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 75,000 | 19,198 | |||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 14 | 3 | ||||||
| 2025-08-20 | NP | RIFR - 全球基础设施主动型 ETF | 1,227 | 314 | ||||||
| 2025-05-02 | 13F | 新英格兰退休计划公司 | 1,340 | 317 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 579 | 164.38 | 143 | 169.81 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,156 | 7.14 | 296 | 15.69 | ||||
| 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 | 6,732 | 0.99 | 1,664 | 1.53 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,932 | 0.61 | 972 | 1.15 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 385 | 4.05 | 0 | |||||
| 2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 2,436 | 0.33 | 624 | 8.35 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 23,392 | 3.15 | 5,988 | 11.47 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 18,875 | 17.13 | 4,831 | 26.60 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/first State 全球基础设施基金 (a) | 82,521 | 9.48 | 21,123 | 18.31 | ||||
| 2025-05-06 | 13F | WT财富管理 | 850 | 201 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 49 | 206.25 | 13 | 300.00 |
