机构和基金投资人持股 - 买家
在预订控股公司中开设新头寸的主要持有者包括 Marex 集团, Alphinity投资管理有限公司, Marex 集团, Glenmede投资管理有限公司, Marex 集团, PRWAX - T. Rowe Price 新美国成长基金, 阿克蒂姆公司, 中西部信托公司, RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF, CLCEX - 多经理大盘成长策略基金机构类, MFOCX - Marsico 焦点基金, 多伦多道明银行, 伊顿万斯税务管理多元化股权收益基金, GRNY - Fundstrat Granny Shots 美国大盘股 ETF, 瑞穗证券美国有限公司, TB资本资源管理有限公司, PDP - Invesco DWA 动量 ETF, PYVLX - Payden 股权收益基金(投资者类别), 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类, 和 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 49 | 32.43 | 284 | 66.47 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 871 | 32.57 | 5,041 | 66.67 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 12 | 20.00 | 69 | 50.00 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 338 | 21.58 | 1,958 | 52.77 | ||||
2025-07-14 | 13F | 矩阵信托公司 | 60 | 25.00 | 0 | |||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 38 | 208 | ||||||
2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 41 | 2.50 | 209 | 10.58 | ||||
2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 3,043 | 115.36 | 17,617 | 170.64 | ||||
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 | 874 | 7.24 | 4,457 | 15.41 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 173 | 4.85 | 1,003 | 31.67 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 1,730 | 17.21 | 9,548 | 28.96 | ||||
2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 108 | 1.89 | 625 | 28.07 | ||||
2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 1,520 | 7.80 | 7,751 | 16.04 | ||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 12,027 | 8.23 | 66,376 | 19.09 | ||||
2025-07-23 | 13F | BankPlus 信托部 | 16 | 23.08 | 93 | 55.93 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 88 | 2.33 | 509 | 28.54 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 48 | 278 | ||||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 132 | 100.00 | 766 | 151.64 | ||||
2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 34,926 | 2.02 | 202,195 | 28.20 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | 464 | 0.00 | ||||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 359 | 6.85 | 2,078 | 34.32 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 127,141 | 705.97 | 736,050 | 912.81 | ||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 156 | 0.65 | 906 | 27.43 | ||||
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 | 200 | 29.87 | 91 | -88.10 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 563 | 32.47 | 3,259 | 325,800.00 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 1,163 | 0.09 | 6,733 | 25.76 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 1,452 | 0.76 | 8,375 | 24.81 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 117 | 677 | ||||||
2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 38 | 220 | ||||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 184 | 60.00 | 1,056 | 76.72 | ||||
2025-07-17 | 13F | 奥弗布鲁克管理公司 | 3,314 | 49.55 | 19,186 | 87.94 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 134 | 7.20 | 777 | 34.96 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 194 | 1.04 | 1,123 | 27.04 | ||||
2025-08-14 | 13F | Xponance公司 | 7,880 | 2.93 | 45,619 | 29.34 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 345 | 13.49 | 1,997 | 42.64 | ||||
2025-07-29 | 13F | 基础有限公司 | 2,059 | 2.85 | 11,921 | 29.24 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 20,616 | 3.96 | 119,315 | 30.58 | ||||
2025-08-27 | NP | TSAGX - Touchstone 大公司成长基金 A 类 | 640 | 16.36 | 3,705 | 46.27 | ||||
2025-08-07 | 13F/A | 工商信用 | 47 | 80.77 | 272 | 128.57 | ||||
2025-08-08 | 13F | 木星资产管理有限公司 | 17,712 | 0.15 | 102,539 | 25.86 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 358,503 | 31.09 | 2,075,460 | 64.73 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 210 | 21.39 | 1,216 | 52.45 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 103 | 0.98 | 561 | 8.51 | ||||
2025-08-27 | NP | TLLVX - 大盘价值基金 | 138 | 2.22 | 799 | 28.50 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 189 | 3.85 | 1,094 | 30.55 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 105 | 0.96 | 608 | 26.72 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 3,703 | 798.79 | 21,438 | 1,063.79 | ||||
2025-08-12 | 13F | 企业金融服务公司 | 46 | 266 | ||||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 6,809 | 10,375.38 | 39,419 | 13,083.28 | ||||
2025-08-07 | 13F/A | 工商信用 | Put | 500 | 400.00 | 2,895 | 529.13 | |||
2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 26 | 18.18 | 151 | 48.51 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 11,362 | 4.83 | 65,777 | 31.74 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 1,191 | 14.08 | 6,897 | 43.36 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 14 | 16.67 | 81 | 47.27 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 410 | 16.15 | 2,374 | 45.94 | ||||
2025-08-13 | 13F | 铜锣湾资本管理有限公司 | 37 | 214 | ||||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 342 | 7.89 | 1,980 | 35.55 | ||||
2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 6,406 | 10.89 | 37,086 | 39.34 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 329 | 71.35 | 1,559 | 73.69 | ||||
2025-08-14 | 13F | 多西资产管理有限公司 | 18,290 | 14.53 | 105,885 | 43.93 | ||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 240 | 17.07 | 1,389 | 47.14 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 146 | 15.87 | 848 | 46.29 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 225,472 | 2.26 | 1,305,312 | 28.50 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 166 | 25.76 | 765 | 16.64 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 106,178 | 2.50 | 614,690 | 28.81 | ||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 3,023 | 0.47 | 16,684 | 10.53 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 15,787 | 9.69 | 91,392 | 37.84 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 94 | 2.17 | 544 | 28.61 | ||||
2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,580 | 28.67 | 63,909 | 41.57 | ||||
2025-07-29 | 13F | 地区金融公司 | 386 | 1.58 | 2,235 | 27.66 | ||||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 66 | 3.12 | 382 | 29.93 | ||||
2025-08-04 | 13F | GAM控股公司 | 2,688 | 13.47 | 15,561 | 42.59 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 1,394 | 228.77 | 8,070 | 313.21 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 43 | 249 | ||||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 8,053 | 118.83 | 46,621 | 175.00 | ||||
2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 56 | 5.66 | 327 | 33.47 | ||||
2025-08-14 | 13F | Impact Asset Management GmbH | 1,085 | 36.48 | 4,998 | 26.56 | ||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 35 | 0 | ||||||
2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 1,282 | 96.93 | 7,422 | 147.45 | ||||
2025-08-12 | 13F | 峰会全球投资 | 418 | 2 | ||||||
2025-08-12 | 13F | 卡姆登国家银行 | 43 | 249 | ||||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 431 | 22.44 | 2,494 | 53.70 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,081 | 10.99 | 6,260 | 39.55 | ||||
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 | 148 | 2.78 | 857 | 29.11 | ||||
2025-07-15 | 13F | 第五第三银行 | 5,329 | 8.29 | 30,851 | 36.08 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 172 | 1.78 | 996 | 27.89 | ||||
2025-08-13 | 13F | 托德资产管理有限公司 | 13,280 | 35.91 | 76,887 | 70.81 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 103 | 33.77 | 597 | 68.17 | ||||
2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 351 | 13.59 | 2,032 | 42.80 | ||||
2025-08-13 | 13F | 福拉资本有限责任公司 | 1,308 | 2.43 | 7,572 | 28.71 | ||||
2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 2,286 | 6.72 | 12,616 | 17.42 | ||||
2025-07-18 | 13F | 九十一北美公司 | 15,729 | 42.91 | 91,059 | 79.59 | ||||
2025-08-11 | 13F | Greykasell 财富策略公司 | 78 | 6.85 | 450 | 34.33 | ||||
2025-08-13 | 13F | Nearwater资本市场有限公司 | 4,000 | 100.00 | 23,157 | 151.34 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 155 | 790 | ||||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 603 | 207.65 | 3,493 | 287.25 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 38,435 | 5.94 | 212,120 | 16.57 | ||||
2025-07-10 | 13F | 巴德尔银行 | 1,791 | 11.31 | 10,302 | 39.95 | ||||
2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 55 | 280 | ||||||
2025-08-12 | 13F | 新共和资本有限责任公司 | 58 | 13.73 | 336 | 42.98 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 59,446 | 11.61 | 344,152 | 40.26 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 5,832 | 2.01 | 29,739 | 9.80 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 119 | 5.31 | 689 | 32.31 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 111,362 | 6.42 | 644,701 | 33.73 | ||||
2025-07-16 | 13F | 动机财富顾问 | 38 | 220 | ||||||
2025-08-14 | 13F | 农林中金银行 | 2,811 | 3.04 | 16,274 | 29.49 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 88 | 2.33 | 1 | -100.00 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 53 | 305 | ||||||
2025-07-21 | 13F | 肯纳贝克储蓄银行 | 221 | 1.84 | 1,279 | 28.03 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 5,480 | 10.77 | 31,725 | 39.21 | ||||
2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,023 | 9.53 | 5,646 | 20.52 | ||||
2025-08-06 | 13F | 荷兰集团 | 20,435 | 228.80 | 118,303 | 313.20 | ||||
2025-08-14 | 13F | 蓝色资本有限公司 | 232 | 1,343 | ||||||
2025-07-22 | 13F | 独特的财富有限责任公司 | 834 | 5.17 | 4,828 | 32.17 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 48 | 0 | ||||||
2025-07-31 | 13F | 红波投资有限责任公司 | 42 | 243 | ||||||
2025-08-13 | 13F | 资本研究全球投资者 | 58,244 | 21.26 | 337,188 | 52.38 | ||||
2025-07-29 | 13F | Eos管理有限合伙人 | 570 | 3,300 | ||||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 339 | 3.99 | 1,871 | 14.37 | ||||
2025-07-14 | 13F | 富达财富管理 | 15 | 7.14 | 87 | 34.38 | ||||
2025-08-14 | 13F | Junto资本管理有限责任公司 | 13,483 | 28.25 | 78,056 | 61.17 | ||||
2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 727 | 1,175.44 | 4,209 | 1,506.11 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 64 | 77.78 | 326 | 91.76 | ||||
2025-08-07 | 13F | 第1620章 | 0 | 3 | 0.00 | |||||
2025-08-11 | 13F | 绿地资本管理有限公司 | 4,260 | 738.58 | 24,662 | 953.93 | ||||
2025-08-14 | 13F | 交联资本公司 | 3,393 | 2.26 | 19,643 | 28.51 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 403 | 0.50 | 1,854 | -6.97 | ||||
2025-07-11 | 13F | 第一总理银行 | 6 | 100.00 | 0 | |||||
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 | 44,926 | 10.17 | 260,087 | 38.45 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 2,294 | 7.55 | 12,660 | 18.33 | ||||
2025-08-14 | 13F | DHK 财务顾问公司 | 40 | 232 | ||||||
2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 44 | 2.33 | 243 | 12.56 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 223 | 10.40 | 1,293 | 38.78 | ||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 279 | 25.11 | 1,540 | 37.66 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 4,075 | 0.10 | 24 | 27.78 | ||||
2025-07-07 | 13F | 西联银行 | 532 | 280.00 | 3,080 | 378.11 | ||||
2025-08-08 | 13F | 国民年金服务 | 81,850 | 14.53 | 473,849 | 43.92 | ||||
2025-08-08 | 13F | 萨米特里有限公司 | 81 | 2.53 | 469 | 28.93 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 1,128 | 4.64 | 6,225 | 15.13 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,025 | 502.94 | 5,934 | 657.73 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 54 | 28.57 | 313 | 61.66 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 6,465 | 5.19 | 37,426 | 32.19 | ||||
2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 1,146 | 0.79 | 5,844 | 8.48 | ||||
2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 104 | 15.56 | 602 | 45.41 | ||||
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 | 1,627 | 25.25 | 8,979 | 37.82 | ||||
2025-08-14 | 13F | L1资本国际有限公司 | 4,972 | 0.61 | 26,878 | 18.06 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 876,511 | 1.34 | 5,074 | 27.36 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 31 | 24.00 | 158 | 33.90 | ||||
2025-08-12 | 13F | 桑德希尔资本合伙公司 | 6,178 | 0.91 | 35,769 | 26.81 | ||||
2025-07-22 | 13F | 格莱姆斯公司 | 41 | 239 | ||||||
2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 74 | 377 | ||||||
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 | 47,546 | 8.67 | 262,403 | 19.56 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 223 | 59.29 | 1,291 | 100.47 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 0 | 1 | ||||||
2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 1,113 | 26.48 | 6,143 | 39.15 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 400 | 100.00 | 2,316 | 151.36 | |||
2025-08-14 | 13F | 沙山全球顾问有限公司 | 1,450 | 0.21 | 8,395 | 25.92 | ||||
2025-08-04 | 13F | 精明顾问公司 | 145 | 93.33 | 841 | 142.77 | ||||
2025-08-07 | 13F | 策略资产管理公司 | 375 | 1.63 | 2,171 | 27.72 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 136 | 13.33 | 787 | 42.57 | ||||
2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 27 | 285.71 | 124 | 264.71 | ||||
2025-08-05 | 13F | 5T财富有限责任公司 | 41 | 237 | ||||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 26 | 18.18 | 151 | 48.51 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 200 | 1,158 | ||||||
2025-08-13 | 13F | 第一生命保险株式会社 | 1,654 | 26.16 | 9,575 | 58.55 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 334 | 15.17 | 1,934 | 44.69 | ||||
2025-07-08 | 13F | 遗产私人信托公司 | 376 | 12.91 | 2,177 | 41.85 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:B1 系列 | 54 | 313 | ||||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 2,291 | 12.75 | 13,262 | 41.69 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 483 | 1.47 | 2,795 | 19.70 | ||||
2025-07-25 | 13F | 航点财富顾问 | 52 | 13.04 | 301 | 42.65 | ||||
2025-07-24 | 13F | 莫斯利投资管理公司 | 113 | 3.67 | 656 | 30.22 | ||||
2025-08-13 | 13F | StoneX集团公司 | 114 | 16.33 | 659 | 46.22 | ||||
2025-06-24 | NP | PCONX - PUTNAM 可转换证券基金 C 类股票 | 800 | 4,079 | ||||||
2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 693 | 31.00 | 4,012 | 64.59 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 179 | 4.07 | 1,038 | 30.77 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 951 | 14.44 | 5,505 | 43.81 | ||||
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 | 2 | 10 | ||||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 35 | 203 | ||||||
2025-08-01 | 13F | SYM金融公司 | 199 | 6.99 | 1,152 | 34.58 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 44 | 255 | ||||||
2025-08-27 | NP | RYLIX - 休闲基金投资者类别 | 42 | 7.69 | 243 | 35.75 | ||||
2025-06-27 | NP | PNQI - 景顺纳斯达克互联网 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 | 6,746 | 3.88 | 34,400 | 11.81 | ||||
2025-08-08 | 13F | 创意策划 | 5,902 | 33.08 | 34,169 | 67.22 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 333 | 6.05 | 1,928 | 33.26 | ||||
2025-08-04 | 13F | 资产标记公司 | 10,072 | 79.50 | 58,311 | 125.60 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 14,877 | 74.06 | 86,127 | 118.73 | ||||
2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 370 | 0.54 | 2,143 | 12.74 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 350 | 12.18 | 2,026 | 40.99 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 1,423 | 432.96 | 8,222 | 568.46 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 1,257 | 0.24 | 7,278 | 25.92 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 37,262 | 8.65 | 171,663 | 0.74 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 508 | 0.40 | 2,590 | 8.05 | ||||
2025-06-27 | NP | PWB - Invesco 动态大盘成长 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 | 2,895 | 3.17 | 14,762 | 11.05 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 4 | 33.33 | 22 | 46.67 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 854 | 12.52 | 4,713 | 23.80 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 43 | 249 | ||||||
2025-08-13 | 13F | Alerus 金融纳 | 10 | 58 | ||||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 31 | 179 | ||||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 973 | 7.40 | 4,962 | 15.59 | ||||
2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 35 | 203 | ||||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 32 | 39.13 | 185 | 76.19 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 5,745 | 444.55 | 55,690 | 30.23 | ||||
2025-08-01 | 13F | 方面财富公司 | 47 | 259 | ||||||
2025-08-13 | 13F | 裸金融服务公司 | 2 | 100.00 | 12 | 175.00 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 565 | 5.02 | 3,271 | 31.96 | ||||
2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 299 | 31.72 | 1,731 | 65.55 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 4,925 | 12.44 | 29 | 40.00 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 151 | 5.59 | 874 | 32.83 | ||||
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 | 4,055 | 7.50 | 22,379 | 18.28 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 16 | 93 | ||||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 20,483 | 42.39 | 118,581 | 78.94 | ||||
2025-08-04 | 13F | Haven Private, LLC | 68 | 3.03 | 394 | 29.28 | ||||
2025-08-14 | 13F | 安盛公司 | 37,480 | 1.35 | 216,981 | 27.36 | ||||
2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 7,037 | 37.31 | 40,739 | 72.55 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 10 | 400.00 | 58 | 533.33 | ||||
2025-08-13 | 13F | 第一国家顾问有限责任公司 | 1,053 | 0.86 | 6,097 | 26.76 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 44,018 | 1.36 | 253 | 27.78 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 531 | 3.51 | 3,074 | 30.09 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 21 | 23.53 | 122 | 47.56 | ||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 297 | 16.02 | 1,514 | 71.46 | ||||
2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 2,795 | 0.94 | 16,181 | 26.84 | ||||
2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 1,775 | 18.89 | 10,276 | 49.39 | ||||
2025-07-24 | 13F/A | TFR 资本有限责任公司 | 69 | 30.19 | 400 | 63.52 | ||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 111 | 21.98 | 643 | 53.22 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 24,300 | 24.62 | 140,679 | 56.60 | |||
2025-07-28 | NP | VGLSX - 全球策略基金 | 307 | 11.23 | 1,694 | 22.40 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 156 | 231.91 | 906 | 318.98 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 30,772 | 22.97 | 176,109 | 51.22 | ||||
2025-07-22 | 13F | 广发基金管理有限公司 | 6,564 | 0.46 | 38,001 | 26.24 | ||||
2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 46 | 4,500.00 | 266 | 6,550.00 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 363 | 2.25 | 2,103 | 28.48 | ||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 16,291 | 834.65 | 94,325 | 1,074.65 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 498 | 1.01 | 2,741 | 9.07 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 200 | 1,145 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 378 | 82.61 | 2,188 | 129.59 | ||||
2025-08-14 | 13F | 采石场LP | 99 | 130.23 | 573 | 189.39 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 58,552 | 16.09 | 338,972 | 45.89 | ||||
2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 248 | 1,265 | ||||||
2025-08-01 | 13F | 霍华德资本管理公司 | 942 | 6.92 | 5,454 | 34.37 | ||||
2025-07-09 | 13F | 创业板资产管理有限公司 | 42 | 244 | ||||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 99 | 1 | ||||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 19,547 | 17.15 | 113 | 48.68 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 2,821 | 0.11 | 13,034 | -6.36 | ||||
2025-08-14 | 13F | 德肖公司 | Put | 28,000 | 21.74 | 162,099 | 52.98 | |||
2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 16,864 | 0.32 | 97,630 | 26.07 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 39,692 | 6.90 | 227,464 | 30.74 | ||||
2025-08-14 | 13F | 家族管理公司 | 1,304 | 30.92 | 7,549 | 64.54 | ||||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 1,521 | 145.32 | 8,394 | 169.99 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 434 | 6.37 | 2,513 | 33.67 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 145 | 52.63 | 839 | 91.99 | ||||
2025-08-19 | 13F | Marex 集团 | Call | 25,000 | 144,731 | |||||
2025-08-19 | 13F | Marex 集团 | Put | 89,700 | 519,295 | |||||
2025-08-27 | NP | PBXIX - Rational/Pier 88 可转换证券基金 - 机构股票 | 1,600 | 33.33 | 9,263 | 67.55 | ||||
2025-08-19 | 13F | Marex 集团 | 64,811 | 375,206 | ||||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 5,219 | 3.96 | 26,613 | 11.90 | ||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 418 | 3.72 | 2,420 | 30.33 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 229 | 47.74 | 1,326 | 85.57 | ||||
2025-07-03 | 13F | 南方信托公司 | 39 | 226 | ||||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 3 | 17 | ||||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 5 | 25.00 | 25 | 38.89 | ||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 34 | 188 | ||||||
2025-06-26 | NP | SCVEX - 哈特福施罗德国际股票基金 A 类 | 23,309 | 3.30 | 118,859 | 11.18 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | 645 | 24.76 | 3,672 | 53.32 | ||||
2025-07-15 | 13F | 世界股权集团有限公司 | 36 | 208 | ||||||
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 | 19,034 | 0.46 | 105,047 | 10.53 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 168 | 20.00 | 975 | 50.93 | ||||
2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 57 | 5.56 | 263 | -2.24 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 59 | 1.72 | 342 | 27.72 | ||||
2025-08-14 | 13F | 骑士桥资产管理有限公司 | 53 | 307 | ||||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 501 | 7.51 | 2,765 | 18.27 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 5,101 | 12.93 | 29,531 | 41.91 | ||||
2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 4,474 | 126.88 | 22,814 | 144.21 | ||||
2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 35 | 203 | ||||||
2025-08-12 | 13F | APG 资产管理公司 | 3,420 | 31.79 | 16,867 | 52.40 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 1,636 | 9 | ||||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 6 | 35 | ||||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 76,153 | 13.55 | 440,868 | 42.69 | ||||
2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,000 | 84.21 | 40,525 | 131.49 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 1,600 | 433.33 | 9,263 | 570.19 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 28,050 | 162,388 | ||||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 2 | 100.00 | 12 | 175.00 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 13,184 | 9.07 | 76,326 | 37.06 | ||||
2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 788 | 8.09 | 4,349 | 18.93 | ||||
2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 681 | 122.55 | 3,942 | 179.77 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 120,990 | 0.65 | 700 | 26.58 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 116 | 14.85 | 592 | 23.64 | ||||
2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,519 | 9.18 | 31,951 | 37.20 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 3,200 | 19 | |||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 5,000 | 29 | |||||
2025-07-09 | 13F | 伯克希尔银行 | 43 | 249 | ||||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 140,957 | 0.98 | 816,036 | 26.89 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 85 | 10.39 | 492 | 38.98 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 1,236 | 19.31 | 7,158 | 50.01 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 263 | 110.40 | 1,521 | 235.76 | ||||
2025-08-15 | 13F | AlpenGlobal Capital LLC | 1,383 | 0.66 | 8,007 | 26.50 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 2,728 | 6.27 | 15,793 | 33.56 | ||||
2025-07-30 | 13F | 廉洁顾问公司 | 136 | 13.33 | 787 | 42.57 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 2,383 | 3.03 | 13,798 | 20.05 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 0 | 1 | ||||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 1,647 | 21.37 | 9,535 | 52.54 | ||||
2025-08-15 | 13F | CTC有限公司 | 8,450 | 48,919 | ||||||
2025-08-15 | 13F | CTC有限公司 | Put | 77,200 | 35.44 | 446,929 | 70.20 | |||
2025-07-15 | 13F | 灰点有限责任公司 | 247 | 6.93 | 1,430 | 34.40 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 45 | 261 | ||||||
2025-08-05 | 13F | 诚信财富解决方案有限责任公司 | 36 | 209 | ||||||
2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 76 | 28.81 | 388 | 38.71 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 21 | 10.53 | 116 | 21.05 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 73 | 2.82 | 423 | 29.05 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 49,952 | 3.00 | 289,184 | 29.44 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 21 | 23.53 | 0 | |||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 1,002 | 108.75 | 5,801 | 162.32 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 2,799 | 32.91 | 14,273 | 43.05 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 14 | 16.67 | 81 | 47.27 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 1,464 | 7.25 | 8,475 | 34.78 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 585 | 0.52 | 3 | 50.00 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 23 | 43.75 | 133 | 80.82 | ||||
2025-07-16 | 13F | 达科他财富管理 | 61 | 35.56 | 353 | 70.53 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 72 | 4.35 | 417 | 31.23 | ||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 420 | 15.70 | 2,431 | 45.39 | ||||
2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 526 | 15.10 | 2,903 | 26.61 | ||||
2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 14,256 | 87.18 | 72,695 | 101.48 | ||||
2025-08-11 | 13F | 花旗集团 | 107,457 | 0.48 | 622,095 | 26.27 | ||||
2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 1,546 | 16.86 | 8,950 | 46.87 | ||||
2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 70 | 4.48 | 406 | 31.39 | ||||
2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 68 | 394 | ||||||
2025-07-23 | 13F | 圆景资本有限责任公司 | 704 | 2.03 | 4,076 | 28.22 | ||||
2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 250 | 1.21 | 1,447 | 27.26 | ||||
2025-08-11 | 13F | Trajan 财富有限责任公司 | 7,035 | 4.86 | 40,727 | 31.78 | ||||
2025-07-22 | 13F | 人民银行 | 76 | 13.43 | 0 | |||||
2025-08-11 | 13F | 信托银行 | 647 | 2.05 | 3,746 | 28.25 | ||||
2025-08-13 | 13F | 法国集团 | 9,502 | 3.51 | 54,978 | 26.20 | ||||
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 | 15,756 | 0.10 | 80,344 | 7.74 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 9,893 | 52.25 | 57,273 | 91.32 | ||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 3,600 | 2.86 | 20,841 | 29.25 | ||||
2025-07-25 | 13F | CWM有限公司 | 3,469 | 5.67 | 20 | 33.33 | ||||
2025-08-12 | 13F | 格拉潘顾问有限公司 | 80 | 81.82 | 463 | 129.21 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 514 | 0.78 | 2,974 | 26.61 | ||||
2025-07-21 | 13F | 成功的投资组合有限责任公司 | 39 | 226 | ||||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 1,446 | 8.40 | 8,369 | 36.13 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 512 | 20.19 | 2,611 | 29.34 | ||||
2025-07-18 | 13F | 丘吉尔管理公司 | 481 | 2,785 | ||||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 619 | 14.63 | 3,156 | 23.38 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 171 | 905.88 | 98,996 | 1,164.16 | |||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 22 | 450.00 | 12,736 | 591.42 | |||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 677 | 30.19 | 3,920 | 63.61 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 130 | 18.18 | 750 | 47.44 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 516 | 16.48 | 2,848 | 28.13 | ||||
2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 472 | 0.21 | 2,733 | 25.96 | ||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 418 | 1.46 | 2,420 | 27.45 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 42 | 13.51 | 243 | 42.94 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 3,644 | 18,582 | ||||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | 1,799 | 10,408 | ||||||
2025-06-17 | NP | CFGRX - 成长基金股票 | 465 | 2,371 | ||||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 4,206 | 98.49 | 24,352 | 149.37 | ||||
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 | 9,921 | 0.43 | 50,590 | 8.09 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 81 | 469 | ||||||
2025-08-08 | 13F | Geode资本管理有限公司 | 854,838 | 1.10 | 4,936,132 | 26.92 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 138 | 3.76 | 798 | 30.39 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 1,398 | 0.22 | 8,093 | 25.94 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 883 | 85.89 | 4,924 | 111.20 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 1,254 | 236.19 | 7,260 | 322.53 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 368,362 | 11.42 | 2,132,536 | 87.17 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 57 | 5.56 | 331 | 32.53 | ||||
2025-07-10 | 13F | 罗克兰信托公司 | 138 | 38.00 | 799 | 73.48 | ||||
2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 38 | 220 | ||||||
2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,946 | 6.50 | 281,167 | 17.18 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 677 | 4.48 | 3,725 | 24.88 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 131 | 3.15 | 758 | 26.12 | ||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 65 | 20.37 | 300 | 11.57 | ||||
2025-08-15 | 13F | 财富合作有限责任公司 | 8 | 100.00 | 46 | 155.56 | ||||
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 | 61,357 | 0.68 | 338,625 | 10.78 | ||||
2025-08-11 | 13F | 先锋集团公司 | 2,962,707 | 0.21 | 17,151,822 | 25.93 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 4,887 | 5.30 | 28,292 | 32.33 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 18 | 5.88 | 104 | 33.33 | ||||
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 | 11,824 | 20.36 | 68,452 | 51.25 | ||||
2025-07-18 | 13F | 九十一英国有限公司 | 218,016 | 1.12 | 1,262,147 | 27.07 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 2,979 | 19.40 | 17,246 | 50.04 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 6,935 | 2.29 | 40,149 | 28.54 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 90 | 28.57 | 521 | 61.80 | ||||
2025-08-08 | 13F | 贝克博德有限责任公司 | 109 | 629 | ||||||
2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 3,278 | 14.10 | 18,977 | 43.38 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 157 | 2.61 | 911 | 28.90 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 19 | 106 | ||||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 82 | 473 | ||||||
2025-06-25 | NP | IWFG - IQ Winslow 重点关注大盘成长 ETF | 54 | 8.00 | 275 | 16.53 | ||||
2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 1,861 | 1.42 | 10,271 | 11.58 | ||||
2025-08-07 | 13F | 美国阿尔法顾问有限公司 | 89 | 2.30 | 515 | 28.75 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 923,385 | 0.42 | 5,345,697 | 26.19 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 144 | 22.03 | 834 | 53.41 | ||||
2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 7,447 | 43,112 | ||||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 127 | 58.75 | 585 | 47.36 | ||||
2025-07-14 | 13F | 机械银行信托部 | 65 | 1.56 | 376 | 27.89 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 531 | 6.41 | 3,010 | 31.56 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 84,149 | 1.28 | 487,159 | 27.27 | ||||
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 | 73,330 | 0.70 | 373,930 | 8.39 | ||||
2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 495 | 15.12 | 2,866 | 44.70 | ||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 45 | 261 | ||||||
2025-08-04 | 13F | 财富管理协会有限公司 | 71 | 9.23 | 411 | 37.46 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 50 | 284.62 | 289 | 389.83 | ||||
2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,081 | 159.38 | 36,108 | 179.19 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 2,567 | 2.80 | 14,861 | 29.18 | ||||
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 | 2,498 | 3.10 | 13,786 | 13.44 | ||||
2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 5 | 29 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 5 | 25.00 | 29 | 55.56 | ||||
2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 1,455 | 14.93 | 8,030 | 26.46 | ||||
2025-08-14 | 13F | 帕资本管理公司 | 37,826 | 0.25 | 218,984 | 25.98 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 1,938 | 4.70 | 11,220 | 31.57 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 14,003 | 1.05 | 77,282 | 11.18 | ||||
2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 2 | 9 | ||||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 1,803 | 10,438 | ||||||
2025-07-30 | 13F | TFB 顾问有限责任公司 | 45 | 261 | ||||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 61,947 | 12.83 | 358,626 | 41.79 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 8,305 | 1.98 | 48,080 | 28.15 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 130 | 1.56 | 663 | 9.24 | ||||
2025-06-27 | NP | PDP - Invesco DWA 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 | 1,586 | 8,087 | ||||||
2025-08-14 | 13F | 阿尔肯资本管理有限公司 | Call | 120,000 | 20.00 | 694,709 | 50.80 | |||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 488 | 0.41 | 2,825 | 26.23 | ||||
2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 110 | 17.02 | 637 | 46.88 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 116 | 18.37 | 672 | 48.78 | ||||
2025-08-14 | 13F | FIL有限公司 | 6,838 | 5.90 | 39,587 | 33.08 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 2,852 | 2.37 | 16,511 | 28.64 | ||||
2025-08-15 | 13F | FSB Premier 财富管理公司 | 593 | 11.68 | 3,434 | 40.39 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 58 | 7.41 | 336 | 35.08 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 24 | 4.35 | 139 | 31.43 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 2,332 | 1.30 | 13,502 | 27.32 | ||||
2025-07-25 | 13F | M3 咨询集团有限责任公司 | 124 | 0.81 | 718 | 26.68 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 2 | 11 | ||||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,046,150 | 0.91 | 6,056,413 | 26.81 | ||||
2025-08-14 | 13F | 极地资本控股有限公司 | 5,248 | 1.35 | 30,382 | 27.36 | ||||
2025-07-09 | 13F | 捷克国家银行 | 7,953 | 4.63 | 46,042 | 31.48 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 254 | 1,470 | ||||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 23,647 | 38.55 | 136,900 | 74.10 | ||||
2025-08-15 | 13F | 摩根士丹利 | 748,254 | 3.93 | 4,331,835 | 30.60 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 9,298 | 26.37 | 53,828 | 58.80 | ||||
2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 403 | 2.81 | 2,333 | 29.25 | ||||
2025-08-14 | 13F | Teewinot 资本顾问有限责任公司 | 226 | 7.11 | 1,308 | 34.57 | ||||
2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 1,461 | 200.62 | 8,458 | 277.93 | ||||
2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 4,146 | 4.30 | 24,002 | 31.07 | ||||
2025-07-03 | 13F | 三一财务顾问有限责任公司 | 461 | 356.44 | 2,670 | 493.11 | ||||
2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 499 | 2,889 | ||||||
2025-08-14 | 13F | 孤松资本有限公司 | 59,972 | 347,192 | ||||||
2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,050 | 14.21 | 433,694 | 22.93 | ||||
2025-08-26 | NP | IGFAX - VY(R) 摩根士丹利全球特许经营投资组合 ADV 级 | 1,746 | 0.52 | 10,108 | 26.32 | ||||
2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 4,050 | 20,652 | ||||||
2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 34 | 197 | ||||||
2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 40 | 234 | ||||||
2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 225 | 1.81 | 1,303 | 27.90 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 50 | 42.86 | 0 | |||||
2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 82 | 18.84 | 418 | 28.22 | ||||
2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,948 | 11.30 | 162,912 | 19.80 | ||||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 3 | 50.00 | 17 | 88.89 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 783 | 3.71 | 4,533 | 30.30 | ||||
2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 8,965 | 1.45 | 51,901 | 27.48 | ||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 57 | 5.56 | 330 | 32.66 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 766 | 2.82 | 4,435 | 29.20 | ||||
2025-08-13 | 13F | 吉维尼资本公司 | 21,290 | 0.75 | 123,253 | 26.60 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 846 | 5.49 | 4,314 | 13.53 | ||||
2025-08-29 | NP | JAKWX - 约翰汉考克纪律价值全球多空基金类别资产净值 | 569 | 3,294 | ||||||
2025-06-27 | NP | HAPI - 港湾企业文化ETF | 1,179 | 3.06 | 6,012 | 10.94 | ||||
2025-08-13 | 13F | 第1832章 | 66,416 | 44.48 | 384,498 | 81.56 | ||||
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 | 104 | 25.30 | 530 | 34.86 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 441 | 25.28 | 2,553 | 57.50 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 11 | 22.22 | 64 | 53.66 | ||||
2025-08-07 | 13F | 中西部信托公司 | 8,621 | 49,909 | ||||||
2025-08-05 | 13F | 大通投资顾问公司 | 681 | 0.44 | 4 | 0.00 | ||||
2025-08-14 | 13F | 松港财富管理有限责任公司 | 36 | 208 | ||||||
2025-07-15 | 13F | 梧桐金融顾问公司 | 196 | 0.51 | 1,135 | 26.39 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 3,032 | 25.24 | 17,553 | 74.12 | ||||
2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 201 | 19.64 | 1,025 | 28.81 | ||||
2025-08-11 | 13F | 综合量化投资有限责任公司 | 215 | 1,245 | ||||||
2025-08-13 | 13F | 象限资本集团有限公司 | 723 | 36.16 | 4,186 | 71.10 | ||||
2025-08-14 | 13F | 戴维森·肯普纳资本管理公司 | 16,709 | 15.31 | 96,732 | 44.90 | ||||
2025-07-16 | 13F | 肯德尔资本管理公司 | 37 | 214 | ||||||
2025-08-14 | 13F | 加州教师退休制度 | 52,877 | 0.28 | 306,118 | 26.02 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 838 | 5.14 | 3,861 | -2.50 | ||||
2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 670 | 282.86 | 3,879 | 381.14 | ||||
2025-08-14 | 13F | 量化资本有限公司 | 531 | 3,074 | ||||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 195 | 4.28 | 1,129 | 31.01 | ||||
2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 266 | 18.75 | 1,540 | 49.27 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 739 | 4.38 | 4,280 | 31.17 | ||||
2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 39 | 25.81 | 215 | 38.71 | ||||
2025-08-07 | 13F | 高效顾问有限责任公司 | 58 | 336 | ||||||
2025-08-27 | NP | MFOCX - Marsico 焦点基金 | 5,551 | 32,136 | ||||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 39,547 | 10.96 | 228,947 | 39.44 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 19,536 | 113,099 | ||||||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 43 | 249 | ||||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 485 | 63.30 | 2,808 | 105.19 | ||||
2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 23,400 | 135,468 | ||||||
2025-08-14 | 13F | Foronjy Financial Llc | 35 | 202 | ||||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 180 | 2.86 | 1,042 | 29.28 | ||||
2025-07-16 | 13F | 多元化企业有限责任公司 | 40 | 232 | ||||||
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 | 50,953 | 2.13 | 259,824 | 9.93 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 550 | 14.11 | 3,184 | 43.42 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 56 | 7.69 | 0 | |||||
2025-08-14 | 13F | 曼氏集团 | Call | 4,100 | 41.38 | 23,736 | 77.66 | |||
2025-06-25 | NP | PYVLX - Payden 股权收益基金(投资者类别) | 1,500 | 7,649 | ||||||
2025-07-09 | 13F | GSG 顾问有限责任公司 | 49 | 4.26 | 284 | 31.02 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 49 | 284 | ||||||
2025-07-28 | 13F | 贾格资本管理有限公司 | 1,808 | 37.07 | 10,467 | 72.27 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 3,600 | 24.14 | 20,841 | 56.00 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 26,200 | 41.62 | 151,678 | 77.97 | |||
2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 41 | 239 | ||||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,238 | 22.70 | 7,168 | 54.22 | ||||
2025-07-03 | 13F | 麦克莱恩资产管理公司 | 54 | 5.88 | 308 | 44.81 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 2,265 | 4.33 | 10,731 | 33.04 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 5,096 | 6.39 | 28,124 | 17.06 | ||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 200 | 0.50 | 1,104 | 10.52 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 3,788 | 36.16 | 21,930 | 71.11 | ||||
2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 75 | 10.29 | 434 | 38.66 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 7,189 | 0.04 | 39,676 | 10.07 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 42 | 243 | ||||||
2025-08-14 | 13F | 索罗斯基金管理公司 | 2,500 | 66.67 | 14,473 | 109.45 | ||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 680 | 3.19 | 3,937 | 29.69 | ||||
2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 1,076 | 2.97 | 5,938 | 13.30 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 327 | 33.47 | 1,894 | 67.76 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 46 | 266 | ||||||
2025-08-07 | 13F | SFE投资顾问 | 40 | 232 | ||||||
2025-08-27 | NP | BCAMX - Boston Common ESG 影响美国股票基金 Boston Common ESG 影响美国股票 | 358 | 13.65 | 2,073 | 42.80 | ||||
2025-08-04 | 13F | 罗布尔·贝尔科公司 | 6 | 20.00 | 0 | |||||
2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 63 | 16.67 | 365 | 46.77 | ||||
2025-08-08 | 13F | 基贝克阿尔法,LP | 84 | 52.73 | 486 | 92.09 | ||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 93 | 20.78 | 538 | 51.98 | ||||
2025-08-15 | NP | BWLAX - American Beacon Bridgeway 大盘价值基金 A 类 | 136 | 787 | ||||||
2025-08-13 | 13F | 胜利资本管理公司 | 133,545 | 200.48 | 771,705 | 276.90 | ||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 184 | 0.55 | 872 | 1.87 | ||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 120 | 5.26 | 697 | 32.26 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 3 | 17 | ||||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 301 | 1.35 | 1,743 | 27.34 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 338 | 41.42 | 1,957 | 77.33 | ||||
2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金: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 | 700 | 4,052 | ||||||
2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 763 | 83.41 | 4,417 | 130.53 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 33 | 191 | ||||||
2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 172 | 7.50 | 996 | 35.14 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 20,814 | 2.66 | 114,871 | 12.95 | ||||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 75 | 434 | ||||||
2025-08-12 | 13F | 银色信托公司 | 1,808 | 7.75 | 10,467 | 35.39 | ||||
2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 105 | 7.14 | 608 | 24.85 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 20,954 | 46.98 | 121 | 86.15 | ||||
2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 37 | 205 | ||||||
2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 87 | 4.82 | 504 | 31.68 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 21 | 5.00 | 122 | 31.52 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 340 | 47.83 | 1,734 | 59.14 | ||||
2025-07-24 | 13F | 冈德森资本管理公司 | 665 | 3,850 | ||||||
2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 57 | 5.56 | 330 | 32.66 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 17,548 | 0.76 | 96,846 | 10.87 | ||||
2025-07-25 | 13F | Ccg财富管理有限公司 | 106 | 7.07 | 614 | 34.43 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 192 | 12.28 | 1,112 | 41.17 | ||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 266 | 12.71 | 1,541 | 41.64 | ||||
2025-08-01 | 13F | 梅希尔资本有限责任公司 | 113 | 10.78 | 654 | 39.45 | ||||
2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 4,450 | 0.47 | 25,526 | 28.15 | ||||
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 | 1,002 | 8.44 | 5,109 | 16.72 | ||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 238 | 11.21 | 1,378 | 39.80 | ||||
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 | 10,794 | 0.19 | 55,042 | 7.85 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 5 | 25 | ||||||
2025-08-12 | 13F | 萨图纳资本公司 | 39 | 226 | ||||||
2025-07-23 | 13F | Klp资本管理公司 | 15,513 | 3.33 | 89,808 | 29.85 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 2,094 | 7.38 | 10,678 | 15.58 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 58 | 28.89 | 331 | 61.46 | ||||
2025-07-28 | NP | ZGFAX-美国Beacon Ninety One全球特许经营基金Y类 | 4,017 | 8.74 | 22,170 | 19.64 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 100 | 579 | |||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 77 | 1.32 | 393 | 3.98 | ||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 88 | 509 | ||||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 8,700 | 2,800.00 | 50,366 | 3,544.43 | |||
2025-08-14 | 13F | Sig 经纪公司 | Call | 900 | 50.00 | 5,210 | 88.49 | |||
2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 122 | 29.79 | 622 | 39.78 | ||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 62 | 359 | ||||||
2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 60 | 30.43 | 342 | 51.56 | ||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216 | 18.68 | 1,192 | 30.70 | ||||
2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 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 | 3,677 | 783.89 | 21,287 | 1,011.01 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 1,636 | 17.61 | 9,471 | 47.80 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 231 | 20.94 | 1,337 | 52.10 | ||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 15 | 15.38 | 76 | 24.59 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 25,738 | 0.48 | 149,003 | 26.26 | ||||
2025-08-26 | NP | GGEYX - 机构成长股票基金 | 968 | 7.68 | 5,604 | 35.31 | ||||
2025-05-29 | NP | JAKVX - 约翰汉考克纪律价值全球多空基金 R6 类 | 285 | 13.55 | 1,313 | 4.21 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 995 | 15.30 | 5,762 | 44.96 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 55,134 | 190.58 | 319,184 | 265.15 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 421 | 22.03 | 2,441 | 53.62 | ||||
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 | 521 | 0.19 | 2,875 | 10.24 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | Put | 7,000 | 250.00 | 39,852 | 332.55 | |||
2025-03-28 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 3,582 | 16,970 | ||||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 32 | 52.38 | 177 | 67.62 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 853 | 2.40 | 4,938 | 28.73 | ||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 403 | 0.75 | 2,333 | 26.66 | ||||
2025-08-13 | 13F | 德布洛集团公司 | 3,370 | 9.77 | 19,510 | 37.94 | ||||
2025-07-24 | 13F | PDS 规划公司 | 282 | 28.77 | 1,633 | 61.90 | ||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 127 | 2.42 | 735 | 28.72 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 2,251 | 13,032 | ||||||
2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 639 | 7.39 | 3,699 | 34.95 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 1,285 | 0.71 | 7,439 | 26.56 | ||||
2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 5,778 | 7.74 | 33,452 | 35.39 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 310 | 16.10 | 1,795 | 45.93 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 10,200 | 108.16 | 59,050 | 161.60 | |||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 2,900 | 383.33 | 16,789 | 507.38 | |||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 3,451 | 253.95 | 18,588 | 32.56 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 280 | 19.15 | 1,620 | 49.35 | ||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 192 | 19.25 | 979 | 28.48 | ||||
2025-08-15 | 13F | 第一中心咨询公司 | 38 | 218 | ||||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 9 | 52 | ||||||
2025-08-13 | 13F | 爱达荷信托银行 | 51 | 295 | ||||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 27,149 | 5.58 | 155,193 | 34.06 | ||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 2,394 | 36.64 | 13,859 | 71.71 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 1,320 | 7,642 | ||||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 160 | 23.08 | 926 | 54.85 | ||||
2025-08-08 | 13F | 橡树丰收投资服务 | 36 | 209 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 115 | 379.17 | 666 | 504.55 | ||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 176 | 1,019 | ||||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 6 | 31 | ||||||
2025-08-14 | 13F | 联信银行 | 6,581 | 9.17 | 38,096 | 37.19 | ||||
2025-04-15 | 13F | 转变财富有限责任公司 | 1,585 | 7,301 | ||||||
2025-08-12 | 13F | 瑞士国家银行 | 99,284 | 6.32 | 574,779 | 33.60 | ||||
2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 252 | 4.13 | 1,459 | 30.88 | ||||
2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 4,453 | 1.48 | 25,779 | 27.53 | ||||
2025-08-07 | 13F | 鼎石金融服务 | 355 | 5.97 | 2,056 | 33.18 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 134 | 0.75 | 776 | 26.80 | ||||
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 | 134 | 39.58 | 776 | 75.34 | ||||
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 | 6,102 | 1.84 | 35,326 | 27.97 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 898 | 2.39 | 5,202 | 28.67 | ||||
2025-08-04 | 13F | 双城私人财富有限责任公司 | 541 | 2.27 | 3,132 | 28.37 | ||||
2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 1,654 | 25.11 | 9,575 | 57.22 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 31 | 24.00 | 179 | 55.65 | ||||
2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 39 | 226 | ||||||
2025-08-29 | NP | BAFE-布朗咨询灵活股票ETF | 5,751 | 13.25 | 33,294 | 42.32 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 215 | 0.47 | 1,245 | 25.53 | ||||
2025-08-07 | 13F | 品尼高控股有限公司 | 13 | 75 | ||||||
2025-08-13 | 13F | 汇丰控股有限公司 | 88,878 | 5.47 | 513,004 | 32.68 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 800 | 300.00 | 4,573 | 406.42 | |||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 3,804 | 0.69 | 22,022 | 26.53 | ||||
2025-07-29 | NP | QQQM - 景顺纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 98,351 | 8.46 | 542,792 | 19.34 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Put | 1,000 | 66.67 | 5,717 | 110.92 | |||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,427 | 72.97 | 8,261 | 117.39 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 7,064 | 1.44 | 40,895 | 27.47 | ||||
2025-08-12 | 13F | Ci投资公司 | 41,896 | 34.51 | 243 | 69.23 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 494 | 26.02 | 2,862 | 58.33 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | Call | 72,000 | 416,825 | |||||
2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 339 | 1,963 | ||||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 222,809 | 0.27 | 1,289,895 | 26.01 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 2,642 | 3.45 | 15,295 | 29.99 | ||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 703 | 3,585 | ||||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 42 | 243 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 2,136 | 0.23 | 10,892 | 7.89 | ||||
2025-08-14 | 13F | Voya 财务顾问公司 | 899 | 4.41 | 5,118 | 28.27 | ||||
2025-08-15 | 13F | 乐观退休集团有限责任公司 | 87 | 1.16 | 504 | 27.02 | ||||
2025-08-12 | 13F | 南方平原金融公司 | 103 | 19.77 | 596 | 50.51 | ||||
2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 686 | 2.54 | 3,498 | 10.38 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 400 | 31.15 | 2,316 | 64.77 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 7,300 | 217.39 | 42 | 320.00 | ||||
2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 38 | 220 | ||||||
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 | 33,287 | 3.71 | 183,709 | 14.11 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 1,071 | 3.18 | 6,200 | 29.68 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 16,169 | 197.77 | 93,606 | 274.20 | ||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 93 | 13.41 | 538 | 42.71 | ||||
2025-07-16 | 13F | 五大洋顾问 | 88 | 2.33 | 509 | 28.54 | ||||
2025-08-07 | 13F | 野山羊财富顾问 | 971 | 5,621 | ||||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 7,259 | 35.68 | 42,024 | 70.51 | ||||
2025-07-29 | NP | AIM COUNSELOR 系列信托(INVESCO COUNSELOR 系列信托)- 景顺纳斯达克 100 指数基金 R6 级 | 279 | 17.23 | 1,540 | 29.00 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 806 | 123.27 | 4,667 | 168.22 | ||||
2025-06-25 | NP | RLCAX - 哥伦比亚纪律价值基金 A 类 | 413 | 68.57 | 2,106 | 81.55 | ||||
2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 1,834 | 21.54 | 10,617 | 52.74 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 15 | 50.00 | 87 | 86.96 | ||||
2025-08-11 | 13F | 投资者专业 Gestao de Recursos Ltda。 | 2,639 | 707.03 | 15,278 | 914.41 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 304 | 2.36 | 1,760 | 28.58 | ||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 3,064 | 27.99 | 17,706 | 60.76 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 19,700 | 37.76 | 114,048 | 73.12 | |||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 426 | 16.08 | 2,466 | 45.92 | ||||
2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 54 | 313 | ||||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 16,027 | 12.05 | 92,784 | 40.80 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 511 | 0.20 | 2,958 | 25.93 | ||||
2025-08-26 | NP | NMIEX - Active M 国际股票基金 | 35 | 203 | ||||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | Short | -200 | -1,104 | |||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 1,349 | 24.58 | ||||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 232 | 46.84 | 1,345 | 84.62 | ||||
2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 1,294 | 16.16 | 7,141 | 27.81 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 441 | 3.76 | 2,553 | 30.39 | ||||
2025-07-18 | 13F | 信托金融公司 | 31,312 | 2.79 | 181,272 | 29.17 | ||||
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 | 15,123 | 1.33 | 77,116 | 9.07 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 3,998 | 24.78 | 23,145 | 56.81 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 1,035 | 44.76 | 5,992 | 81.93 | ||||
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 | 607 | 21.64 | 3,514 | 52.92 | ||||
2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 52,741 | 13.68 | 305,330 | 42.85 | ||||
2025-08-11 | 13F | 联合顾问集团有限责任公司 | 51 | 4.08 | 295 | 31.11 | ||||
2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 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 | 771 | 4,464 | ||||||
2025-08-13 | 13F | 泰德·布坎公司 | 290 | 15.08 | 1,679 | 44.66 | ||||
2025-08-07 | 13F | STF管理有限合伙人 | 525 | 2.74 | 3,039 | 29.10 | ||||
2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 6 | 100.00 | 35 | 161.54 | ||||
2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 102 | 5.15 | 591 | 32.29 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 2,276 | 6.45 | 13,181 | 33.83 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 8,784 | 2.09 | 50,854 | 28.30 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 120 | 2.56 | 695 | 28.76 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 4,255 | 2.70 | 24,630 | 29.06 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 474 | 160.44 | 2,744 | 227.45 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 2,603 | 38.31 | 15,069 | 73.81 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 3,512 | 6.94 | 20 | 33.33 | ||||
2025-07-28 | NP | VAPPX - 资本增值基金 | 1,069 | 48.68 | 5,900 | 63.59 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 8,539 | 8.58 | 43,543 | 16.87 | ||||
2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,483 | 16.35 | 14,375 | 46.21 | ||||
2025-08-12 | 13F | 马斯科资本管理有限公司 | 10,904 | 489.09 | 63,126 | 640.30 | ||||
2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 5,135 | 26,185 | ||||||
2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 2,047 | 47.48 | 11,851 | 85.33 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 410 | 23.12 | 2,374 | 54.69 | ||||
2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 36 | 208 | ||||||
2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 1,338 | 54.50 | 7,746 | 94.18 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 62,006 | 353.29 | 358,968 | 469.64 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 13,216 | 23.18 | 77 | 55.10 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 438,500 | 16.96 | 2,538,582 | 46.98 | |||
2025-08-08 | 13F | 维斯特科公司 | 1,493 | 0.07 | 9 | 33.33 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 2,600 | 38.52 | 15,052 | 74.07 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 9,090 | 0.68 | 52,624 | 26.52 | ||||
2025-08-07 | 13F | 嘉德资本有限责任公司 | 2,225 | 0.27 | 12,881 | 26.01 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 122,700 | 42.51 | 710,340 | 79.08 | |||
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 | 21 | 600.00 | 107 | 664.29 | ||||
2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 196 | 42.03 | 1,135 | 78.58 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 72,000 | 62.16 | 416,825 | 103.78 | |||
2025-08-05 | 13F | 机械资本公司 | 260 | 173.68 | 1,505 | 244.39 | ||||
2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36 | 63.64 | 199 | 80.00 | ||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 694 | 1.02 | 4,019 | 26.99 | ||||
2025-08-04 | 13F | UNIVEST金融公司 | 46 | 4.55 | 267 | 31.53 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 155 | 9.15 | 898 | 37.31 | ||||
2025-08-13 | 13F | Alphinity投资管理有限公司 | 71,291 | 412,721 | ||||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 483 | 620.90 | 2,799 | 811.40 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 18 | 5.88 | 104 | 33.33 | ||||
2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 74 | 428 | ||||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 506 | 7.43 | 2,930 | 35.02 | ||||
2025-08-12 | 13F | 美国世纪公司 | 77,926 | 185.09 | 451,132 | 258.25 | ||||
2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 53,985 | 8.54 | 312,532 | 36.39 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 184 | 1,065 | ||||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 374 | 7.16 | 2,165 | 34.72 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 558 | 19.23 | 2,845 | 28.33 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 21 | 320.00 | 120 | 421.74 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 303 | 13.48 | 1,754 | 42.60 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 235 | 5.38 | 1,360 | 32.42 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 46 | 268 | ||||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 895 | 3.59 | 5,184 | 30.23 | ||||
2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 10,611 | 18.97 | 58,561 | 30.90 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 1,657 | 8.51 | 9,593 | 36.37 | ||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 701 | 16.45 | 4,058 | 46.34 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 2,251 | 285.45 | 13,032 | 384.42 | ||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 7,105 | 1.89 | 36,230 | 9.67 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 144 | 10.77 | 734 | 19.35 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 5,118 | 22.18 | 29,639 | 53.60 | ||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 180 | 3.45 | 1,042 | 30.09 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 577 | 7.85 | 3,340 | 35.55 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 590 | 3.69 | 3,416 | 30.29 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 2,714 | 23.48 | 15,713 | 55.15 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 27,606 | 6.82 | 159,818 | 34.24 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 4 | 33.33 | 20 | 42.86 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 353 | 32.71 | 2,041 | 66.26 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 102 | 15.91 | 591 | 45.68 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 2,184 | 5.41 | 12,053 | 15.97 | ||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 14 | 7.69 | 81 | 37.29 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 1,086 | 9.59 | 5,994 | 20.58 | ||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 74 | 428 | ||||||
2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 1,032 | 41.37 | 5,974 | 248.54 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 1,424 | 71,100.00 | 7,859 | 112,157.14 | ||||
2025-07-10 | 13F | Vista 投资合伙公司 | 35 | 203 | ||||||
2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 105 | 32.91 | 608 | 67.22 | ||||
2025-07-29 | 13F | 有志者有限公司 | 71 | 31.48 | 411 | 65.73 | ||||
2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88 | 29.41 | 509 | 62.62 | ||||
2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 37 | 215 | ||||||
2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5 | 25.00 | 25 | 38.89 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 99 | 10.00 | 573 | 38.41 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 393 | 6.79 | 2,275 | 34.22 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 592 | 15.40 | 3,427 | 45.03 | ||||
2025-07-23 | 13F | 钛信托公司 | 40 | 232 | ||||||
2025-08-15 | 13F | 梅泰克全球投资有限责任公司 | 6,401 | 4.42 | 36,651 | 29.79 | ||||
2025-08-14 | 13F | 多伦多道明银行 | Call | 5,000 | 28,946 | |||||
2025-07-30 | 13F | 拉斐特投资公司 | 240 | 0.42 | 1,389 | 26.16 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 4,940 | 2.55 | 28,599 | 28.87 | ||||
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 | 1,860 | 20.00 | 9,485 | 29.16 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 6 | 35 | ||||||
2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 2,082 | 13.15 | 12,053 | 42.20 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 721 | 23.04 | 4,174 | 54.65 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 22,627 | 59.59 | 130,998 | 100.56 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 161 | 75.00 | 932 | 120.33 | ||||
2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,466 | 0.19 | 72,169 | 25.91 | ||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 30,418 | 12.44 | 167,875 | 23.71 | ||||
2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 1,162 | 14.94 | 6,724 | 44.17 | ||||
2025-07-30 | 13F | 施尼德资本管理有限公司 | 87 | 50.00 | 504 | 88.39 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 5,878 | 5.80 | 33,936 | 32.41 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 289,462 | 578,824.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 公平控股公司 | 345 | 5.50 | 1,997 | 32.60 | ||||
2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81 | 20.90 | 447 | 33.04 | ||||
2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 189 | 0.53 | 1,043 | 10.60 | ||||
2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 269 | 42.33 | 1,485 | 56.54 | ||||
2025-08-14 | 13F | 道富银行 | 1,428,925 | 1.02 | 8,272,390 | 26.95 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 40 | 232 | ||||||
2025-08-14 | 13F | 范埃克联合公司 | 957 | 2.79 | 6 | 25.00 | ||||
2025-08-28 | NP | VNGYX - Vontobel 全球股票基金 Y 股 | 102 | 78.95 | 591 | 125.19 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 145 | 3.57 | 839 | 30.28 | ||||
2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 231 | 8.96 | 1,339 | 37.05 | ||||
2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 2,561 | 2.40 | 13,059 | 10.22 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 585 | 4.65 | 3,386 | 31.44 | ||||
2025-08-22 | NP | FDSVX - 富达增长发现基金 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 | 7,244 | 41,937 | ||||||
2025-07-07 | 13F | OMNI 360 财富公司 | 67 | 4.69 | 388 | 31.97 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 200 | 100.00 | 1,158 | 151.52 | |||
2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 3,915 | 52.04 | 19,964 | 63.64 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 750 | 10.13 | 3,824 | 18.54 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 9,022 | 16.65 | 52,231 | 46.59 | ||||
2025-07-28 | 13F | 英国全球资产管理公司 | 3,634 | 79.99 | 21 | 133.33 | ||||
2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 18,438 | 4.55 | 94,021 | 12.53 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 12,236 | 6.70 | 70,837 | 33.29 | ||||
2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 18 | 80.00 | 104 | 126.09 | ||||
2025-04-29 | NP | ORR - 民兵多头/空头股票 ETF | Short | -110 | -552 | |||||
2025-08-12 | 13F | 贝莱德公司 | 2,725,368 | 2.22 | 15,777,810 | 28.46 | ||||
2025-08-14 | 13F | 第一基金会顾问 | 1,078 | 3.55 | 6,242 | 30.15 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 7,981 | 5.44 | 46,204 | 32.50 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 4,078 | 51.99 | 24 | 91.67 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 528 | 11.86 | 3,057 | 38.09 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 1,434 | 0.63 | 8,303 | 26.46 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 53 | 307 | ||||||
2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 35 | 0 | ||||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 353,100 | 4.56 | 2,044,181 | 31.39 | |||
2025-07-24 | 13F | 韦弗资本管理有限公司 | 365 | 0.55 | 2,113 | 26.38 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 70 | 105.88 | 386 | 127.06 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 11,152 | 3.44 | 64,385 | 29.51 | ||||
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 | 786 | 15.08 | 4,008 | 23.89 | ||||
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 | 4,537 | 16.36 | 25,039 | 28.03 | ||||
2025-07-08 | 13F | Range金融集团有限责任公司 | 782 | 0.51 | 4,527 | 26.31 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 5,195 | 20.62 | 30 | 57.89 | ||||
2025-04-03 | 13F | 第一夏威夷银行 | 1,172 | 7.62 | 5,399 | -0.20 | ||||
2025-07-25 | 13F | 狮子街顾问有限责任公司 | 51 | 6.25 | 295 | 33.48 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 585 | 3,388 | ||||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 9 | 52 | ||||||
2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 56 | 5.66 | 257 | -1.92 | ||||
2025-07-21 | 13F | 格拉西投资管理公司 | 50 | 0 | ||||||
2025-08-07 | 13F | 商业银行 | 14,835 | 3.82 | 85,883 | 30.47 | ||||
2025-08-13 | 13F | 橡子顾问有限责任公司 | 37 | 0 | ||||||
2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 1,229 | 7,115 | ||||||
2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 404 | 2,230 | ||||||
2025-06-30 | NP | BUL - Pacer 美国现金牛增长 ETF | 790 | 6.61 | 4,028 | 14.76 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 816 | 11.17 | 4,724 | 39.72 | ||||
2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 237 | 13.94 | 1,372 | 43.22 | ||||
2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 35 | 203 | ||||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 3,004 | 509.33 | 17,391 | 665.74 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 1,593 | 6.34 | 9,221 | 33.64 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 39 | 227 | ||||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 77 | 108.11 | 446 | 161.76 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 521 | 17.61 | 2,875 | 29.39 | ||||
2025-08-26 | NP | JTEK - 摩根大通美国科技领袖ETF | 5,468 | 6.01 | 31,656 | 33.22 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 419 | 8.27 | 2,312 | 19.11 | ||||
2025-08-13 | 13F | 挪威银行 | 381,901 | 2,210,917 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 3,352 | 0.93 | 19,406 | 26.84 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 38,136 | 1.08 | 220,778 | 27.02 | ||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 40 | 232 | ||||||
2025-08-19 | 13F | Liontrust Investment Partners LLP | 20,479 | 368.31 | 118,558 | 488.49 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 117 | 677 | ||||||
2025-07-16 | 13F/A | CX 机构 | 515 | 5.10 | 3 | 0.00 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 116,000 | 13.50 | 671,552 | 42.63 | |||
2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 3,221 | 2.35 | 18,647 | 28.63 | ||||
2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 36 | 208 | ||||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 6,212 | 8.70 | 35,963 | 36.59 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 4,100 | 2,478.62 | 18,862 | 2,290.62 | ||||
2025-08-06 | 13F | 罗斯柴尔德公司英国财富管理有限公司 | 138,056 | 1.28 | 799,239 | 27.27 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 362 | 45.38 | 1,846 | 56.49 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 660 | 0.92 | 3,821 | 26.83 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 9 | 28.57 | 52 | 62.50 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 14 | 81 | ||||||
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 | 329 | 9.30 | 1,905 | 37.37 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 71 | 108.82 | 362 | 124.84 | ||||
2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 70 | 4.48 | 0 | |||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 1,557 | 238.48 | 9,014 | 325.34 | ||||
2025-07-23 | 13F | 熊山资本公司 | 14 | 80 | ||||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 5,575 | 0.74 | 32,276 | 26.60 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 39 | 226 | ||||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 5,963 | 5.67 | 34,521 | 32.79 | ||||
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 | ||||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 1,683 | 33.15 | 9,288 | 238.36 | ||||
2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 1,063 | 2.02 | 6,155 | 28.21 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 1 | 6 | ||||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 794 | 10.74 | 4,597 | 39.15 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 150 | 1.35 | 752 | -2.21 | ||||
2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 69 | 399 | ||||||
2025-08-13 | 13F | 麦肯齐金融公司 | 19,149 | 3.16 | 110,858 | 29.63 | ||||
2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 509 | 2,596 | ||||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 48 | 278 | ||||||
2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,924 | 9.59 | 101,598 | 17.95 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | 13,563 | 379.77 | 79 | 500.00 | ||||
2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 43 | 249 | ||||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 1,510 | 10.95 | 8,742 | 39.41 | ||||
2025-08-13 | 13F | 景顺有限公司 | 379,583 | 7.21 | 2,197,495 | 34.73 | ||||
2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 74 | 8.82 | 428 | 36.74 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 149,700 | 19.57 | 866,649 | 50.26 | |||
2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 48 | 2.13 | 265 | 12.34 | ||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 689 | 14.83 | 3,989 | 44.28 | ||||
2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 39 | 224 | ||||||
2025-04-24 | NP | EQRR - ProShares 利率上涨股票 ETF | 47 | 236 | ||||||
2025-08-13 | 13F | Trustmark 国家银行信托部 | 226 | 33.73 | 1,308 | 68.12 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 104 | 9.47 | 602 | 37.76 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 50,359 | 23.07 | 291,540 | 54.65 | ||||
2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 1,632 | 241.42 | 7,732 | 245.91 | ||||
2025-07-18 | 13F | 布鲁斯克咨询服务有限公司 | 44 | 255 | ||||||
2025-07-23 | 13F | 增值金融有限责任公司 | 42 | 243 | ||||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 90 | 1.12 | 415 | -6.11 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 232 | 4.50 | 1,343 | 31.41 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 4,957 | 10.13 | 28,697 | 38.40 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 496 | 22.77 | 2,870 | 54.38 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 2,630 | 235.46 | 15 | 400.00 | ||||
2025-08-08 | 13F | 罗维达顾问公司 | 2,500 | 14,447 | ||||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 761 | 5.11 | 4,406 | 32.08 | ||||
2025-08-13 | 13F | 首都国际有限公司 | 10,829 | 1.40 | 62,692 | 27.43 | ||||
2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 43 | 251 | ||||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 2,252 | 13,037 | ||||||
2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 300 | 50.00 | 1,530 | 61.46 | ||||
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 | 16,532 | 0.10 | 95,708 | 25.79 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 169 | 23.36 | 978 | 54.99 | ||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 592 | 3,427 | ||||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 10,701 | 20.57 | 61,956 | 51.53 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 797 | 4,614 | ||||||
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 | 8,175 | 1.49 | 41,687 | 9.24 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 105,444 | 658,925.00 | 10 | |||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 206 | 19.08 | 1,193 | 49.69 | ||||
2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 1,234 | 286.83 | 5,846 | 393.33 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 232 | 12.62 | 1,343 | 41.52 | ||||
2025-08-06 | 13F | SNS 金融集团有限责任公司 | 37 | 214 | ||||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 141 | 22.61 | 820 | 53.95 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 2,256 | 2.17 | 11,504 | 9.97 | ||||
2025-08-11 | 13F | 一资本管理有限责任公司 | 35 | 203 | ||||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 156 | 2.63 | 795 | 10.42 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 242 | 9.50 | 1,407 | 37.44 | ||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 305 | 54.82 | 1,683 | 70.34 | ||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 93 | 538 | ||||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 33 | 50.00 | 182 | 65.45 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 367 | 58.87 | 1,691 | 47.34 | ||||
2025-08-05 | 13F | 科顿资本公司 | 56 | 324 | ||||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 320 | 1.59 | 1,632 | 9.32 | ||||
2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 6 | 35 | ||||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 211 | 50.71 | 1,222 | 89.60 | ||||
2025-08-26 | NP | XVOL - Acruence 主动对冲美国股票 ETF | 12 | 9.09 | 69 | 38.00 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 10,195 | 1.37 | 59 | 28.26 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 340 | 1,968 | ||||||
2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 45 | 261 | ||||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 368 | 7.92 | 2,130 | 35.67 | ||||
2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 55 | 1.85 | 318 | 28.23 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 638 | 5.98 | 3,694 | 33.18 | ||||
2025-08-13 | 13F | 法国外贸银行 | 10,059 | 58,234 | ||||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 122 | 9.91 | 706 | 38.16 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 717 | 9.30 | 4,151 | 37.36 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 91 | 523 | ||||||
2025-08-15 | 13F | Binnacle投资公司 | 4 | 33.33 | 23 | 76.92 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 8,100 | 8.00 | 46,893 | 35.72 | ||||
2025-05-15 | 13F | 基准投资顾问有限责任公司 | 342 | 4.27 | 1,576 | -3.25 | ||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 3,039 | 1,176.89 | 17,594 | 1,505.20 | ||||
2025-08-06 | 13F | 地平线投资服务有限责任公司 | 605 | 0.33 | 3,503 | 26.10 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 101 | 14.77 | 585 | 44.20 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 7 | 41 | ||||||
2025-08-14 | 13F | Ampersand资本集团 | 3,550 | 22.41 | 20,552 | 53.82 | ||||
2025-07-30 | 13F | 中美财富咨询集团有限公司 | 4 | 23 | ||||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 225 | 8.17 | 1,302 | 36.05 | ||||
2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,070 | 24.77 | 10,556 | 34.30 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 3,665 | 72.55 | 20,227 | 89.84 | ||||
2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 253 | 4.12 | 1,166 | -3.48 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 83 | 80.43 | 481 | 127.49 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 618 | 3,578 | ||||||
2025-07-31 | 13F | 联合社区银行 | 262 | 11.49 | 1,517 | 40.11 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 36 | 0 | ||||||
2025-05-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 333 | 11.00 | 1,534 | 2.95 | ||||
2025-08-14 | 13F | 摩尔资本管理有限公司 | 534 | 270.83 | 3,091 | 366.21 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 106 | 6.00 | 585 | 16.77 | ||||
2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 45 | 261 | ||||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 2,686 | 3.35 | 14,824 | 13.71 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 798 | 7.55 | 4,621 | 35.17 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 22 | 15.79 | 112 | 24.44 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 77 | 446 | ||||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 94 | 6.82 | 546 | 34.24 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 187,019 | 3.03 | 1,082,698 | 29.47 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 5,527 | 2.54 | 30,503 | 12.82 | ||||
2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 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 | 43,868 | 2.99 | 253,962 | 29.42 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 21 | 5.00 | 107 | 13.83 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 52 | 301 | ||||||
2025-07-08 | 13F | NBC 证券公司 | 20 | 11.11 | 0 | |||||
2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 253 | 4.98 | 1,465 | 31.89 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 160 | 19.40 | 926 | 49.60 | ||||
2025-07-31 | 13F | 中央银行 | 261 | 0.38 | 1,511 | 26.15 | ||||
2025-07-18 | 13F | 北极星集团有限公司 | 1,184 | 0.51 | 6,855 | 26.31 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 2,002 | 13.81 | 9,226 | 5.53 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 8,721 | 5.45 | 44,471 | 13.50 | ||||
2025-08-14 | 13F | 图腾点管理有限责任公司 | 857 | 54.97 | 4,961 | 94.78 | ||||
2025-07-17 | 13F | ERn 金融有限责任公司 | 36 | 208 | ||||||
2025-08-12 | 13F | 博克夫,那 | 1,026 | 1.99 | 5,940 | 28.16 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 1,340 | 7,758 | ||||||
2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 228 | 1.33 | 1,258 | 11.52 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 161,860 | 0.45 | 937,081 | 26.20 | ||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 364 | 16.67 | 1,677 | 8.13 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 97 | 7.78 | 564 | 35.58 | ||||
2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 672 | 31.76 | 3,709 | 44.96 | ||||
2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 8,366 | 42,661 | ||||||
2025-07-25 | 13F | 量子财务规划服务有限公司 | 46 | 2.22 | 264 | 25.84 | ||||
2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 65 | 3.17 | 331 | 11.07 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 426 | 1.67 | 2,466 | 27.77 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 494 | 12.79 | 2,860 | 41.75 | ||||
2025-08-12 | 13F | 摩根大通公司 | 1,072,482 | 4.80 | 6,208,901 | 31.70 | ||||
2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 4,676 | 72.87 | 27,070 | 117.24 | ||||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 95 | 28.38 | 550 | 61.47 | ||||
2025-06-26 | 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 | 696 | 12.62 | 3,549 | 21.25 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 8 | 46 | ||||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 473 | 20.36 | 2,740 | 51.33 | ||||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 1,876 | 2.79 | 10,861 | 29.18 | ||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 70 | 405 | ||||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 350,247 | 1.19 | 2,027,617 | 26.40 | ||||
2025-06-23 | NP | 伊顿万斯税务管理多元化股权收益基金 | 3,892 | 19,846 | ||||||
2025-07-15 | 13F | 修订者财富管理有限责任公司 | 129 | 738 | ||||||
2025-07-31 | 13F | 布里奥财务规划公司 | 9 | 0 | ||||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 1,177 | 7.59 | 6,496 | 18.37 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI 资本增值基金系列 II | 912 | 5,280 | ||||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 59 | 5.36 | 342 | 32.68 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 168 | 14.29 | 973 | 43.57 | ||||
2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 338 | 22.46 | 1,724 | 31.83 | ||||
2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 1,090 | 6,310 | ||||||
2025-07-09 | 13F | 智慧资本有限公司 | 10,311 | 39.17 | 59,693 | 74.89 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 491 | 8.63 | 2,843 | 36.50 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1,320 | 43.63 | 6,839 | 62.49 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 939 | 1.95 | 5,439 | 28.13 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 632 | 1.44 | 3,659 | 27.46 | ||||
2025-08-14 | 13F | TB资本资源管理有限公司 | 1,931 | 11,179 | ||||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 165 | 25.00 | 955 | 57.59 | ||||
2025-07-24 | 13F | 阿克蒂姆公司 | 21,155 | 122 | ||||||
2025-07-22 | 13F | 希科利资产管理公司 | 318 | 0.95 | 1,839 | 26.65 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 2,745 | 5.41 | 15,891 | 32.48 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 1,100 | 22.22 | 6,368 | 53.59 | |||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 205 | 10.81 | 1,187 | 39.20 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 30,210 | 67.26 | 174,893 | 110.18 | ||||
2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 17,117 | 0.09 | 99,094 | 25.78 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 40,600 | 523 | ||||||
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 | 736 | 5.90 | 4,261 | 33.08 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 65 | 3.17 | 376 | 29.66 | ||||
2025-08-07 | 13F | 88 号码头投资伙伴有限公司 | 1,650 | 32.00 | 9,552 | 65.89 | ||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 408 | 0.99 | 2,362 | 26.92 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,516 | 22.95 | 8,776 | 54.51 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 1,800 | 89.08 | 10,421 | 137.63 | ||||
2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46 | 21.05 | 235 | 30.00 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 57 | 21.28 | 330 | 52.78 | ||||
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 | 943 | 1.40 | 5,459 | 27.43 | ||||
2025-08-05 | 13F | Accucest全球顾问公司 | 159 | 123.94 | 920 | 181.35 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 226 | 9.18 | 1,247 | 20.13 | ||||
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 | 3,172 | 0.22 | 18,363 | 25.95 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 760 | 27.09 | 3,875 | 36.78 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 2,850 | 0.35 | 16,499 | 26.11 | ||||
2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 55 | 318 | ||||||
2025-08-14 | 13F | 斯特恩律师事务所 | 788 | 4.51 | 4,202 | 21.03 | ||||
2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 14 | 16.67 | 81 | 47.27 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 4,500 | 136.84 | 26,052 | 197.62 | |||
2025-08-05 | 13F | AGH 财富顾问有限公司 | 39 | 226 | ||||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 39 | 227 | ||||||
2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 120 | 2.56 | 696 | 28.94 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 75,534 | 18.57 | 437,284 | 49.00 | ||||
2025-08-22 | NP | FNIAX - 富达顾问新见解基金 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 | 7,400 | 8.82 | 42,840 | 36.76 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 328 | 7.19 | 1,899 | 34.71 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 64,664 | 107.41 | 374,345 | 138.58 | ||||
2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,664 | 4.63 | 18,684 | 12.62 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 31 | 171 | ||||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 267 | 13.14 | 1,546 | 42.13 | ||||
2025-08-05 | 13F | Versor投资有限公司 | 72 | 33.33 | 417 | 67.74 | ||||
2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 273 | 41.45 | 1,507 | 55.58 | ||||
2025-08-14 | 13F | 前奏资本管理有限公司 | 243 | 45.51 | 1,407 | 82.83 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 621 | 68.29 | 3,595 | 111.60 | ||||
2025-08-08 | 13F | Bouchey金融集团有限公司 | 36 | 208 | ||||||
2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 60 | 20.00 | 347 | 50.87 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 17,248 | 9.37 | 100 | 37.50 | ||||
2025-07-30 | 13F | 保罗·达蒙联合公司 | 38 | 220 | ||||||
2025-05-30 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 1,109 | 70.09 | 5,109 | 57.73 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 165 | 2.48 | 939 | 25.87 | ||||
2025-04-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 422 | 273.45 | 2,117 | 260.48 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 328 | 10.44 | 1,897 | 38.77 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 2,808 | 5.37 | 16,260 | 32.43 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 110 | 0.92 | 637 | 26.69 | ||||
2025-08-13 | 13F | 资本国际投资者 | 172,130 | 2.30 | 996,502 | 28.55 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 1,780 | 24.39 | 10,305 | 56.31 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 3,789 | 4.04 | 21,936 | 30.75 | ||||
2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 5,900 | 7.27 | 34,157 | 34.80 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 288 | 3.23 | 1,469 | 11.13 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 3 | 200.00 | 17 | 325.00 | ||||
2025-08-07 | 13F | 源源AM有限责任公司 | 71 | 57.78 | 413 | 98.56 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 4,224 | 58.20 | 19,575 | 72.59 | ||||
2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 101 | 16.09 | 585 | 46.00 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 60 | 276 | ||||||
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 | 2,268 | 15.60 | 11,565 | 24.42 | ||||
2025-07-02 | 13F | 霍华德金融服务有限公司 | 139 | 3.73 | 805 | 30.31 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 139 | 32.38 | 806 | 66.32 | ||||
2025-07-08 | 13F | E. Ohman J:或资产管理公司 | 1,515 | 0.66 | 8,771 | 26.50 | ||||
2025-08-08 | 13F | KBC 集团 | 24,857 | 2.77 | 144 | 28.83 | ||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 33 | 120.00 | 191 | 176.81 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 73 | 25.86 | 425 | 58.80 | ||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 181 | 7.10 | 1,050 | 34.79 | ||||
2025-07-17 | 13F | 圣约资产管理有限责任公司 | Put | 57,892 | ||||||
2025-08-14 | 13F | 第一金融银行股份公司 | 870 | 0.23 | 5,037 | 25.96 | ||||
2025-04-18 | NP | LVOL - 美国世纪低波动性 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 | 12 | 140.00 | 60 | 130.77 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 3,500 | 20,262 | |||||
2025-07-31 | 13F | Rational 顾问有限公司 | 1,600 | 33.33 | 9,263 | 67.55 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 2,847 | 0.89 | 16,482 | 26.78 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 100 | 579 | ||||||
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 | 417,563 | 0.73 | 2,304,501 | 10.83 | ||||
2025-08-06 | 13F | Achmea 投资管理公司 | 9,309 | 6.38 | 54 | 32.50 | ||||
2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 63 | 14.55 | 365 | 43.87 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 69 | 9.52 | 399 | 37.59 | ||||
2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 10,136 | 1.75 | 58,680 | 27.86 | ||||
2025-08-01 | 13F | 莫特科 | 2,319 | 0.61 | 12,764 | 20.20 | ||||
2025-08-13 | 13F | 资本分析师公司 | 58 | 26.09 | 0 | |||||
2025-07-16 | 13F | 诺维姆集团 | 127 | 4.10 | 736 | 30.78 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 283 | 8.43 | 1,641 | 36.21 | ||||
2025-07-29 | NP | VWIGX - 先锋国际成长基金投资者股票 | 37,998 | 29.62 | 209,708 | 42.62 | ||||
2025-08-05 | 13F | Triglav 基金有限公司 | 950 | 5,500 | ||||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 3,880 | 35.43 | 22,464 | 70.22 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 23 | 4.55 | 133 | 31.68 | ||||
2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 187 | 1.63 | 1,080 | 29.19 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 377,198 | 4.91 | 2,183,690 | 31.84 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 322 | 26.77 | 1,862 | 59.33 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 356 | 11.25 | 2,061 | 39.76 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 48,404 | 61.41 | 280,222 | 102.83 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 2,050 | 11,868 | ||||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 7 | 16.67 | 0 | |||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 224 | 4.67 | 1,297 | 31.68 | ||||
2025-07-10 | 13F | Strathmore 资本顾问公司 | 178 | 1,009 | ||||||
2025-09-03 | 13F | 美国信托 | 152 | 880 | ||||||
2025-07-15 | 13F | 马塞科律师事务所 | 4 | 23 | ||||||
2025-07-11 | 13F | 布西财富管理 | 42 | 243 | ||||||
2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 394 | 2,281 | ||||||
2025-08-11 | 13F | 授权基金有限责任公司 | 5,733 | 169.66 | 33,190 | 238.87 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 1,752 | 4.85 | 9,669 | 15.37 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 863 | 316.91 | 4,996 | 424.24 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 121 | 1.68 | 700 | 27.74 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 6,916 | 1.13 | 35,267 | 8.85 | ||||
2025-08-04 | 13F | 柯维资本顾问有限公司 | 1,117 | 0.99 | 6,467 | 26.91 | ||||
2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 3,926 | 23.23 | 20,020 | 32.64 | ||||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 47 | 17.50 | 272 | 47.83 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 118 | 683 | ||||||
2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 38,301 | 7.58 | 221,734 | 35.19 | ||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 119 | 1.71 | 689 | 27.64 | ||||
2025-08-13 | 13F | BCJ 资本管理有限公司 | 674 | 3,902 | ||||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 9 | 52 | ||||||
2025-07-22 | 13F | Rockingstone 顾问有限公司 | 171 | 3.64 | 990 | 30.13 | ||||
2025-07-22 | 13F | 净值顾问小组 | 188 | 8.05 | 1,089 | 35.96 | ||||
2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 59,029 | 7.85 | 341,733 | 35.52 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 511 | 15.61 | 2,958 | 45.28 | ||||
2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 331 | 71.50 | 1,916 | 115.52 | ||||
2025-08-13 | 13F | PharVision 顾问有限责任公司 | 52 | 301 | ||||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 21 | 61.54 | 122 | 105.08 | ||||
2025-08-26 | NP | OEF - iShares S&P 100 ETF | 17,876 | 8.94 | 103,488 | 36.90 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 3,594 | 4.05 | 20,807 | 30.76 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 53,874 | 7.32 | 311,890 | 34.86 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 126 | 1.61 | 716 | 25.22 | ||||
2025-08-13 | 13F | 华人文化金融集团 | 41 | 237 | ||||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 812 | 15.01 | 4,704 | 44.66 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 22,067 | 3.31 | 127,751 | 29.82 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 60 | 7.14 | 306 | 15.09 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 34,076 | 0.45 | 197,274 | 26.22 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 4,238 | 1.53 | 24,535 | 27.59 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 29,273 | 4.79 | 149,271 | 12.79 | ||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 59,507 | 0.33 | 344,500 | 26.08 | ||||
2025-08-26 | NP | EKSAX - 富国银行多元化收益基金 A 类 | 225 | 21.62 | 1,303 | 94.04 | ||||
2025-07-21 | 13F | 山顶国家银行 | 141 | 46.88 | 816 | 71.43 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 210 | 29.63 | 1,216 | 63.00 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 58,483 | 42.52 | 338,568 | 79.10 | ||||
2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 202 | 4.12 | 1,169 | 30.94 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 113 | 7.62 | 576 | 15.90 | ||||
2025-06-26 | NP | FCPI - 富达通胀股票 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 | 308 | 38.12 | 1,571 | 48.67 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 15,184 | 12.44 | 87,904 | 41.30 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 499 | 49.40 | 2,887 | 88.14 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 94 | 28.77 | 545 | 61.90 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 532 | 3,080 | ||||||
2025-07-14 | 13F | 霍伊投资公司 | 100 | 42.86 | 579 | 79.50 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 610 | 34.07 | 3,532 | 68.46 | ||||
2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 502 | 93.82 | 2,906 | 323.62 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 8,593 | 3.52 | 49,744 | 30.07 | ||||
2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 792 | 34.92 | 4,039 | 45.25 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 61 | 24.49 | 351 | 56.70 | ||||
2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 145 | 3.57 | 839 | 30.28 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 11,511 | 8.44 | 66,640 | 36.27 | ||||
2025-07-14 | 13F | 福斯特集团有限公司 | 51 | 13.33 | 295 | 42.51 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 58,910 | 328.22 | 341,044 | 438.12 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 1,578 | 3.34 | 9,135 | 29.87 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 100 | 12.36 | 1 | |||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 282 | 22.61 | 1,633 | 54.11 | ||||
2025-08-20 | NP | RINT - 国际发达股票主动型ETF | 11 | 64 | ||||||
2025-08-05 | 13F | 伯尼公司/ | 3,095 | 1.54 | 17,915 | 27.61 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 100 | 1.01 | 578 | 26.48 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 25 | 144 | ||||||
2025-08-12 | 13F | 改变路径有限责任公司 | 414 | 3.50 | 2,399 | 30.10 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 2 | 12 | ||||||
2025-07-25 | NP | RPMYX - Reinhart International PMV 基金顾问班 | 10 | 100.00 | 55 | 120.00 | ||||
2025-07-17 | 13F | 西北财富管理有限公司 | 47 | 2.17 | 272 | 28.91 | ||||
2025-08-06 | 13F | 延龄草资产管理有限公司 | 4,284 | 2.88 | 24,817 | 29.36 | ||||
2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 939 | 54.95 | 5,436 | 94.77 | ||||
2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 7,913 | 59.02 | 45,810 | 99.84 | ||||
2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 29,730 | 30.16 | 172,114 | 63.57 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 158 | 177.19 | 915 | 248.85 | ||||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 510 | 355.36 | 2,953 | 473.20 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 44 | 258 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 74 | 27.59 | 428 | 60.30 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 1,405 | 2.11 | 7,164 | 9.91 | ||||
2025-03-27 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 1,156 | 256.79 | 5,477 | 261.45 | ||||
2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 1,072 | 2.39 | 6,206 | 28.68 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 88 | 14.29 | 509 | 43.79 | ||||
2025-07-18 | 13F | 韦策尔投资顾问公司 | 37 | 214 | ||||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 50 | 291 | ||||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 471 | 1.51 | 2,729 | 27.60 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 1 | 5 | ||||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 6,211 | 26.60 | 35,957 | 59.09 | ||||
2025-07-21 | 13F | 堪萨斯信托公司 | 1,062 | 6.31 | 6 | 50.00 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 2 | 12 | ||||||
2025-08-14 | 13F | 华莱士哈特有限责任公司 | 47 | 272 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多重管理国际股票投资组合 1 级 | 167 | 7.05 | 967 | 34.54 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 22 | 128 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 326 | 1,153.85 | 1,887 | 1,485.71 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 2,893 | 9.05 | 15,966 | 19.98 | ||||
2025-07-17 | 13F | BFI Infinity 有限公司 | 142 | 215.56 | 822 | 297.10 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 0 | 0 | ||||||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 119 | 689 | ||||||
2025-08-13 | 13F | 大纪元投资伙伴公司 | 32,121 | 19.41 | 185,956 | 50.06 | ||||
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 | 100 | 19.05 | 510 | 28.21 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 686 | 0.59 | 3,786 | 10.67 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 8,762 | 14.61 | 50,723 | 44.02 | ||||
2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 2,495 | 53.54 | 12,723 | 65.26 | ||||
2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,175 | 2.39 | 134,166 | 28.67 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 966 | 67.13 | 5,590 | 94.60 | ||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 231 | 1,337 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 356 | 318.82 | 2,061 | 426.85 | ||||
2025-03-27 | NP | PWS - Pacer WealthShield ETF | 59 | 34.09 | 280 | 71.17 | ||||
2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,910 | 8.32 | 188,214 | 16.59 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 435 | 8.48 | 2,518 | 36.33 | ||||
2025-08-22 | NP | 基石战略价值基金公司 | 2,100 | 5.00 | 12,157 | 31.95 | ||||
2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 13,914 | 5.05 | 76,790 | 15.58 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 61 | 12.96 | 353 | 42.34 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 26,300 | 192.22 | 152,257 | 267.22 | |||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 6,422 | 10.34 | 36,712 | 36.35 | ||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 80 | 9.59 | 461 | 36.09 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 62,479 | 2.44 | 361,706 | 28.73 | ||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 106 | 11.58 | 1 | |||||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 12,851 | 10.30 | 74,398 | 38.61 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 136 | 7.94 | 786 | 35.58 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 17 | 94 | ||||||
2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 171 | 1.79 | 990 | 27.94 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 207 | 0.98 | 1,200 | 26.98 | ||||
2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 100 | 7.53 | 579 | 35.05 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 40 | 232 | ||||||
2025-07-16 | 13F | 巴顿基金管理公司 | 44 | 255 | ||||||
2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 1,449 | 7.02 | 7,997 | 17.74 | ||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 11,561 | 6.24 | 66,929 | 33.51 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 948 | 5 | ||||||
2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 102 | 18.60 | 591 | 48.99 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 2,478 | 10.72 | 14,348 | 39.19 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 61 | 1,933.33 | 353 | 2,615.38 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 1,076 | 8.03 | 6 | 50.00 | ||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 12 | 100.00 | 69 | 155.56 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 21,925 | 5.35 | 126,929 | 32.38 | ||||
2025-08-04 | 13F | 诚信联盟有限责任公司 | 185 | 311.11 | 1,073 | 415.38 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 4,800 | 500.00 | 27,788 | 654.08 | |||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 3,269 | 2.48 | 18,925 | 28.78 | ||||
2025-07-18 | 13F | 精准财富策略有限责任公司 | 629 | 8.82 | 3,642 | 36.78 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 58 | 1.75 | 336 | 27.86 | ||||
2025-08-13 | 13F | KDK 私人财富管理有限公司 | 53 | 1.92 | 307 | 28.03 | ||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 149 | 26.27 | 862 | 58.75 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 2,687 | 30.56 | 15,297 | 60.40 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 1,609 | 8.57 | 9,315 | 36.43 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 1,220 | 2,441.67 | 6,946 | 3,028.38 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 121,780 | 7.54 | 705,014 | 35.14 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 101,035 | 16.36 | 584,063 | 46.01 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 2,241 | 363.98 | 12,368 | 410.61 | ||||
2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 46 | 265 | ||||||
2025-08-07 | 13F | PFG顾问 | 105 | 31.25 | 609 | 65.04 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 11,132 | 13.27 | 64 | 42.22 | ||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 1,316 | 14.93 | 7,263 | 26.45 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 7 | 41 | ||||||
2025-08-05 | 13F | 新方资本有限责任公司 | 19 | 46.15 | 110 | 84.75 | ||||
2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 7,278 | 28.59 | 42,134 | 61.59 | ||||
2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 38 | 0 | ||||||
2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 90 | 1.12 | 521 | 27.07 | ||||
2025-07-29 | 13F | Crux 财富顾问 | 551 | 29.04 | 3,192 | 62.06 | ||||
2025-08-08 | 13F | 费尔班克斯资本管理公司 | 785 | 5.94 | 4,545 | 33.14 | ||||
2025-07-15 | 13F | LeConte财富管理有限责任公司 | 38 | 220 | ||||||
2025-08-06 | 13F | 西耶纳管理 | 3,700 | 10.48 | 19,556 | 30.40 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 17,131 | 3.91 | 87,356 | 11.84 | ||||
2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 37 | 215 | ||||||
2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 1,122 | 1.72 | 6,498 | 27.82 | ||||
2025-07-22 | 13F | 谷国家顾问公司 | 32 | 77.78 | 0 | |||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 2,462 | 0.41 | 14,253 | 26.18 | ||||
2025-07-31 | 13F | 卡博特财富管理公司 | 635 | 0.63 | 3,676 | 26.50 | ||||
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 | 2,668 | 36.96 | 13,605 | 47.42 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 1,140 | 0.26 | 6,604 | 26.13 | ||||
2025-03-21 | NP | PASIX - PACE 另类策略投资 A 类 | 206 | 261.40 | 976 | 266.54 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 21,629 | 5.19 | 110,292 | 13.22 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:B1 系列 | 158 | 915 | ||||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 18,109 | 8.34 | 105 | 35.06 | ||||
2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 20,276 | 8.98 | 117,383 | 36.94 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 315 | 25.00 | 1,824 | 57.16 | ||||
2025-08-05 | 13F | 未来资产证券(美国)有限公司 | 2,005 | 11,607 | ||||||
2025-08-14 | 13F | 瑞银集团 | 130,400 | 0.23 | 754,917 | 25.95 | ||||
2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 4,009 | 0.35 | 23,211 | 26.11 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 100 | 579 | |||||
2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 1,956 | 41.53 | 11,321 | 77.81 | ||||
2025-05-28 | NP | MGRIX - Marsico 成长基金 | 1,851 | 8,527 | ||||||
2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 14,251 | 27.74 | 82,502 | 60.53 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | 303 | 1,755 | 7.14 | |||||
2025-07-22 | 13F | UniSuper管理有限公司 | 9,377 | 33.54 | 54,286 | 67.81 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 106 | 9.28 | 614 | 37.14 | ||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 414 | 12.50 | 2,285 | 23.79 | ||||
2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 8,426 | 4.20 | 42,967 | 12.16 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 3,818 | 1.57 | 22,103 | 27.64 | ||||
2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 66 | 69.23 | 382 | 113.41 | ||||
2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 4 | 300.00 | 23 | 21.05 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 3,933 | 9.71 | 20,055 | 18.08 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 83,975 | 2.78 | 486 | 29.26 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 1,984 | 71.92 | 11,486 | 116.05 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 65 | 3.17 | 376 | 29.66 | ||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 1,736 | 75.71 | 10,050 | 120.83 | ||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 39 | 226 | ||||||
2025-08-14 | 13F | SummitTX Capital,LP | 55 | 318 | ||||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 199 | 49.62 | 1,086 | 66.16 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 158 | 3.27 | 806 | 11.19 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 5,031 | 27.72 | 29,126 | 60.50 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 15,235 | 165.56 | 88,199 | 233.72 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 792 | 74.83 | 4,585 | 119.80 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 126 | 59.49 | 730 | 100.83 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 1,023 | 0.79 | 5,217 | 8.49 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 1,829 | 12.35 | 10,589 | 41.17 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 13,149 | 46.02 | 76,123 | 83.49 | ||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 873 | 5.43 | 5,054 | 32.51 | ||||
2025-07-07 | 13F | RDA金融网络 | 37 | 214 | ||||||
2025-08-12 | 13F | 德国商业银行 | 27,990 | 12.62 | 162 | 42.11 | ||||
2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 41 | 237 | ||||||
2025-07-15 | 13F | 帆船资本集团有限公司 | 767 | 1.05 | 4,439 | 27.01 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 210 | 6.06 | 1,216 | 33.22 | ||||
2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 288 | 1,589 | ||||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 9,163 | 8.54 | 46,725 | 16.83 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 70 | 6.06 | 405 | 33.22 | ||||
2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 1,147 | 2.50 | 6,640 | 28.81 | ||||
2025-08-05 | 13F | X-Square 资本有限责任公司 | 420 | 1.45 | 2 | 100.00 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 592 | 1.72 | 3,427 | 27.83 | ||||
2025-07-10 | 13F | 主权顾问有限责任公司 | 104 | 594 | ||||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 8 | 166.67 | 46 | 253.85 | ||||
2025-08-06 | 13F | 华盛顿信托银行 | 37 | 214 | ||||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 30,952 | 0.33 | 179,189 | 26.08 | ||||
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 | 34 | 13.33 | 173 | 21.83 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 16,687 | 17.18 | 96,605 | 47.26 | ||||
2025-08-05 | 13F | JW Coons 顾问有限公司 | 464 | 60.00 | 2,686 | 101.05 | ||||
2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 5,520 | 33.24 | 31,957 | 67.43 | ||||
2025-07-28 | NP | TOWFX - Towpath 焦点基金机构股票类别 | 294 | 15.75 | 1,623 | 27.32 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 85 | 4.94 | 492 | 31.90 | ||||
2025-05-02 | 13F | 纳帕特里资本有限公司 | 69 | 40.82 | 318 | 30.45 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 791 | 51.82 | 4,574 | 91.54 | ||||
2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 204,162 | 17.65 | 1,181,943 | 47.85 | ||||
2025-07-07 | 13F | RB 资本管理有限责任公司 | 130 | 754 | ||||||
2025-07-29 | NP | PARNASSUS FUNDS - Parnassus 国际股票基金投资者股份 | 45 | 261 | ||||||
2025-08-14 | 13F | Df Dent & Co 公司 | 149 | 1.36 | 863 | 27.33 | ||||
2025-07-16 | 13F | 一+一财富管理有限公司 | 63 | 365 | ||||||
2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 100 | 1.01 | 577 | 27.09 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 35 | 40.00 | 0 | |||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 2,138 | 1.71 | 9,849 | -5.71 | ||||
2025-08-04 | 13F | 俄亥俄州 | 9,439 | 5.97 | 54,645 | 33.17 | ||||
2025-08-14 | 13F | 艾里斯资本控股有限公司 | 9,269 | 4.30 | 53,660 | 31.07 | ||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 89 | 12.66 | 454 | 21.12 | ||||
2025-08-13 | 13F | 丹卡金融 | 1,923 | 16.55 | 11,133 | 46.45 | ||||
2025-08-06 | 13F | 圆石顾问有限责任公司 | 74 | 428 | ||||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 352 | 2.33 | 2,038 | 28.60 | ||||
2025-06-25 | NP | FDND - FT Vest 道琼斯互联网和目标收入 ETF | 63 | 110.00 | 321 | 126.06 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 1,052 | 19.95 | 6,090 | 50.68 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 9,197 | 36.51 | 53 | 70.97 | ||||
2025-08-12 | 13F | 保德信金融公司 | 51,376 | 2.15 | 297,428 | 28.37 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 5 | 400.00 | 29 | 600.00 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 1,391 | 3.27 | 8,053 | 29.77 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 226,608 | 9.46 | 1,297,331 | 40.03 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 2 | 12 | ||||||
2025-07-31 | 13F | PKO投资管理股份公司 | 700 | 40.00 | 4,052 | 75.94 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 331 | 2.48 | 1,916 | 28.76 | ||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 27 | 156 | ||||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 49 | 4.26 | 250 | 12.16 | ||||
2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 623 | 0.97 | 3,438 | 11.12 | ||||
2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 171 | 2.40 | 990 | 28.61 | ||||
2025-08-05 | 13F | 未来资产证券(美国)有限公司 | Put | 2,000 | 11,578 | |||||
2025-08-27 | NP | LOGO - Alpha Brands(TM) 消费领袖 ETF | 103 | 596 | ||||||
2025-08-27 | NP | CZAR - 主题自然垄断 ETF | 2 | 100.00 | 12 | 175.00 | ||||
2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 73 | 12.31 | 423 | 40.67 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 232 | 1.75 | 1,183 | 9.54 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 58 | 28.89 | 336 | 61.84 | ||||
2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 1,592 | 135.16 | 8,786 | 135.17 | ||||
2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 290 | 38.76 | 1,600 | 52.67 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 401 | 31.05 | 2,321 | 64.73 | ||||
2025-07-08 | 13F | 波斯顾问有限责任公司 | 117 | 3.54 | 677 | 30.19 | ||||
2025-07-28 | NP | VAFAX - 景顺美国特许经营基金 A 类 | 62,400 | 13.43 | 344,381 | 24.81 | ||||
2025-08-13 | 13F | 奎斯特投资管理有限公司 | 209 | 1,210 | ||||||
2025-08-22 | NP | FCNTX - 富达对冲基金 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 | 75,152 | 7.76 | 435,073 | 35.42 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 328 | 68.21 | 1,899 | 111.36 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 4,101 | 28.04 | 23,742 | 60.90 | ||||
2025-07-21 | 13F | 范德比尔特大学 | 1,368 | 13.06 | 7,920 | 42.07 | ||||
2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 284 | 2.53 | 1,567 | 12.81 | ||||
2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 45 | 2.27 | 261 | 28.71 | ||||
2025-07-24 | NP | FMILX - 富达新千年基金 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 | 6,500 | 4.84 | 35,873 | 15.35 | ||||
2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 2,722 | 91.69 | 15,758 | 140.91 | ||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 68 | 1.49 | 394 | 27.10 | ||||
2025-08-08 | 13F | Gts 证券有限公司 | 129 | 43.33 | 747 | 80.19 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 690 | 1.77 | 3,995 | 27.89 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 164 | 37.82 | 905 | 51.85 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 5 | 25.00 | 28 | 50.00 | ||||
2025-07-30 | 13F | 信赖投资管理有限责任公司 | 939 | 5,436 | ||||||
2025-08-26 | NP | QCGRRX - R1 级增长账户 | 136,518 | 1.87 | 790,335 | 28.02 | ||||
2025-08-08 | 13F | 戴维斯财务顾问有限公司 | 35 | 203 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 124 | 7.83 | 718 | 35.54 | ||||
2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 197 | 1,005 | ||||||
2025-08-14 | 13F | 信托信托公司 | 1,512 | 2.93 | 8,753 | 29.35 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 10,300 | 18.39 | 59,629 | 48.77 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 1,581 | 2.13 | 9,153 | 28.34 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 3,129 | 46.69 | 15,956 | 57.89 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 600 | 100.00 | 3,474 | 151.30 | |||
2025-07-16 | 13F | 西科资本有限责任公司 | 368 | 0.27 | 2,128 | 25.86 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 62,589 | 35.42 | 362,343 | 70.17 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 10,779 | 1.10 | 62 | 26.53 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 17,638 | 12.34 | 102 | 41.67 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 309 | 3.00 | 1,534 | 11.01 | ||||
2025-08-06 | 13F | 蓝色投资伙伴有限责任公司 | 35 | 203 | ||||||
2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 567 | 8.00 | 3,282 | 35.73 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 404 | 29.07 | 2,339 | 62.25 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 879 | 24.15 | 5,089 | 44.63 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | 41 | 237 | ||||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 1 | 6 | ||||||
2025-07-29 | NP | SXQG-6经络优质增长ETF | 455 | 2,511 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 870 | 4.95 | 4,436 | 12.96 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 91 | 24.66 | 527 | 56.55 | ||||
2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 120 | 6.19 | 695 | 33.46 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 2,856 | 4.27 | 14,564 | 12.23 |