机构和基金投资人持股 - 买家
在豪迈航空航天公司中开设新头寸的主要持有者包括 FBLEX - 富达系列选股大盘价值基金, 贝莱德长期股票基金 - 贝莱德长期股票基金投资者 A, 明桥投资有限责任公司, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, 蒙罗合伙公司, NUGO - Nuveen 增长机会 ETF, IEOPX - Voya 大盘成长投资组合 ADV 级, ITYAX - 景顺科技基金A类, FDEQX - 富达纪律股票基金, JACFX - 约翰汉考克中型成长基金类别资产净值, HIMCX - 哈特福德中型股 Hls 基金 Ia, STNFX - 富国银行大盘成长基金机构类别, KAUAX - 联邦考夫曼基金 A 类股票, 交响金融有限公司, RETSX - 税收管理的美国大盘基金 S 类, 广发基金管理有限公司, CLCEX - 多经理大盘成长策略基金机构类, JAEVX - 中型股票信托资产净值, RMDAX - AllianzGI 中型基金 A, 和 WFEIX - 富国银行企业基金机构类别 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 10,757 | 839.48 | 2,002 | 1,252.70 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 2,255 | 420 | ||||||
| 2025-08-14 | 13F | 都铎金融公司 | 1,441 | 268 | ||||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 493 | 92 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 12,246 | 7.29 | 2,279 | 53.99 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 150,800 | 1.41 | 28,068 | 45.51 | ||||
| 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 | 100,045 | 1.19 | 13,864 | 10.78 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 22,162 | 270.73 | 4,125 | 588.65 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 22,476 | 11.31 | 4,183 | 59.72 | ||||
| 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 | 557,320 | 11.46 | 103,734 | 59.92 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 112,461 | 0.76 | 20,932 | 44.57 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,163 | 242 | ||||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 10 | 2 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 4,865 | 906 | ||||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 475 | 88 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -51 | -9 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 27,630 | 1.59 | 3,829 | 11.21 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 163,800 | 22.33 | 30,488 | 75.52 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 169,600 | 31.78 | 31,568 | 89.07 | |||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 2,000 | 372 | ||||||
| 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 | 1,673 | 28.99 | 232 | 40.85 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 929 | 32.90 | 129 | 45.45 | ||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 1,815 | 0.83 | 338 | 44.64 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 6,379 | 17.26 | 1,084 | 45.76 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 4,797 | 1.46 | 815 | 26.20 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 402 | 3.88 | 52 | 23.81 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,610 | 17.69 | 0 | |||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 76,569 | 106.19 | 14,252 | 195.85 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 41,638 | 19.09 | 7,750 | 224.00 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 19,860 | 96.01 | 3,696 | 233.57 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 1,837 | 342 | ||||||
| 2025-08-01 | 13F | 第一国民信托公司 | 32,905 | 0.51 | 6,125 | 44.20 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 1,451 | 270 | ||||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 1,570 | 393.71 | 292 | 612.20 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 1,202 | 224 | ||||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 247,622 | 5.40 | 46,090 | 51.22 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 12,079 | 40.32 | 2,248 | 101.43 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 48,763 | 18.22 | 9,076 | 69.64 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 1,400 | 261 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 731,960 | 4.17 | 136,240 | 49.46 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 1,241 | 231 | ||||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 54,670 | 10,176 | ||||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 2,565 | 477 | ||||||
| 2025-08-08 | 13F | 创意策划 | 79,668 | 12.08 | 14,829 | 60.81 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 1,309 | 244 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 21 | 31.25 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 139,656 | 16.04 | 25,994 | 66.50 | ||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 40,144 | 14.03 | 7,472 | 63.59 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 94 | 193.75 | 17 | 325.00 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,298 | 242 | ||||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 144,099 | 95.22 | 26,821 | 180.11 | ||||
| 2025-08-28 | NP | CPAI - Counterpoint 量化股票 ETF | 10,647 | 1,982 | ||||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 1,360 | 0 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 264,341 | 4.69 | 36,632 | 14.61 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 19,214 | 8.87 | 2,663 | 19.21 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 4,384 | 19.62 | 816 | 71.79 | ||||
| 2025-07-17 | 13F | 奥弗布鲁克管理公司 | 52,899 | 18.41 | 9,846 | 69.91 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | Call | 29,500 | 5,491 | |||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 41,209 | 6.35 | 8 | 40.00 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 744 | 10.55 | 139 | 58.62 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 20,200 | 2.54 | 3,432 | 27.50 | ||||
| 2025-07-25 | NP | CBSAX - 哥伦比亚中盘成长基金 A 类 | 347,474 | 39.47 | 59,032 | 73.47 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 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 | 17,912 | 9.92 | 2,482 | 20.37 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 1,300 | 360.99 | 242 | 569.44 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 9,846 | 1,833 | ||||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 33,071 | 6,156 | ||||||
| 2025-08-07 | 13F | PFG顾问 | 11,274 | 17.52 | 2,098 | 68.65 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 202,465 | 14.35 | 37,685 | 64.06 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 72,857 | 1.53 | 13,561 | 45.68 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,001 | 186 | ||||||
| 2025-08-11 | 13F | 安比银行 | 3,377 | 4.58 | 629 | 50.24 | ||||
| 2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 7,764 | 1,076 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,698 | 38.55 | 4,969 | 98.84 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 3,400 | 633 | |||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 79 | 3.95 | 15 | 55.56 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 8,000 | 1,489 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,971,835 | 32.68 | 367,016 | 90.36 | ||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 5,289 | 179.40 | 984 | 301.63 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,839 | 35.00 | 482 | 67.94 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 3,401 | 545.35 | 633 | 830.88 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 880,155 | 1,340.16 | 163,137 | 1,995.79 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 38,264 | 7,122 | ||||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 185,600 | 4.80 | 25,720 | 14.73 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 3,524 | 15.09 | 656 | 64.99 | ||||
| 2025-08-28 | NP | AMGOX - 阿尔杰中型成长投资组合 I-2 级 | 8,592 | 1,599 | ||||||
| 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 | 11,788 | 1.10 | 2,003 | 25.75 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 3,170 | 1.70 | 590 | 46.04 | ||||
| 2025-05-27 | NP | FIMVX - 富达中盘价值指数基金 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 | 43,044 | 3.95 | 5,584 | 23.32 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 231 | 151.09 | 43 | 281.82 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 33,043 | 54.45 | 6,150 | 121.62 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 66 | 12 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 174,900 | 27.66 | 32,554 | 83.17 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 70 | 16.67 | 13 | 85.71 | ||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 1,333 | 248 | ||||||
| 2025-07-23 | 13F | 马登证券公司 | 7,000 | 1,303 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 60,369 | 1.10 | 11,236 | 45.06 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 5,638 | 1,023 | ||||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 8,329 | 17.14 | 1,550 | 68.11 | ||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 1,219 | 227 | ||||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 1,540 | 287 | ||||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 88,327 | 18.74 | 16,440 | 70.36 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 47,312 | 34.70 | 6,556 | 47.49 | ||||
| 2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 1,162 | 216 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 33,541 | 27.01 | 6,243 | 82.19 | ||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 4,272 | 795 | ||||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,143 | 29.67 | 574 | 42.08 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,190 | 222 | ||||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 17,413 | 13.88 | 2,958 | 41.67 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 58,775 | 70.15 | 10,940 | 144.12 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 3,066 | 571 | ||||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 4,284 | 1,424.56 | 797 | 2,113.89 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 342 | 44 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,710 | 18.42 | 318 | 70.05 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 12,517 | 0.43 | 1,735 | 9.96 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 19,031 | 3,233 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 87 | 16 | ||||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 198 | 450.00 | 0 | |||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 873,835 | 18.48 | 162,647 | 69.99 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 342 | 2.70 | 64 | 46.51 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,974 | 27.58 | 553 | 83.11 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 43,464 | 7.71 | 8,090 | 54.55 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,082 | 201 | ||||||
| 2025-07-28 | 13F | 港口投资公司 | 1,819 | 63.29 | 339 | 134.72 | ||||
| 2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 1,195 | 222 | ||||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 3,531 | 657 | ||||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 27,425 | 0.04 | 5,105 | 43.53 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 15,645 | 3.91 | 3 | 100.00 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 2,940 | 0.51 | 547 | 44.33 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 22,297 | 13.46 | 4,150 | 62.81 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 7,976 | 0.25 | 1,485 | 70.57 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 30 | 7.14 | 6 | 66.67 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 2,176 | 22.18 | 394 | 92.65 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 88,660 | 0.80 | 16,502 | 44.61 | ||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 346,119 | 36.24 | 64,423 | 95.47 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 6,613 | 96.17 | 1,231 | 181.46 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 198 | 37 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 1,500 | 279 | |||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 12,536 | 2,333 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 7,630 | 1,420 | ||||||
| 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 | 129,820 | 2.48 | 17,990 | 12.20 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,230 | 4.41 | 229 | 50.00 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 622 | 116 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 2,800 | 521 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 401,523 | 0.66 | 74,735 | 44.42 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 8,841 | 1,646 | ||||||
| 2025-07-10 | 13F | 信任点公司 | 1,865 | 347 | ||||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 25,814 | 37.64 | 4,805 | 97.45 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 23,575 | 12.08 | 4,388 | 60.85 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 7,954 | 1,480 | ||||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 212 | 101.90 | 39 | 200.00 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 30,604 | 21.18 | 5,199 | 50.74 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 37 | 5.71 | 7 | 50.00 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 1,653 | 268 | ||||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 9,141 | 30.53 | 1,701 | 87.33 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,830 | 341 | ||||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 53,779 | 10,010 | ||||||
| 2025-08-14 | 13F | 道富银行 | 17,686,075 | 1.18 | 3,291,909 | 45.16 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 81,566 | 1.42 | 15,182 | 45.51 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 32,779 | 4.54 | 6,101 | 50.01 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 7,179 | 25.88 | 1,336 | 80.78 | ||||
| 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 | 7,604 | 13.31 | 1,054 | 24.03 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 8,500 | 2 | ||||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 3,677 | 684 | ||||||
| 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 | 7,286 | 228.20 | 1,356 | 370.83 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 11,260 | 2,096 | ||||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 67,825 | 59.87 | 12,624 | 129.40 | ||||
| 2025-04-28 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -2,187 | -299 | |||||
| 2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 7,054 | 1,313 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 12,352 | 2.51 | 2,299 | 47.09 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 778 | 145 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 12,274 | 175.08 | 2,285 | 295.16 | ||||
| 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 | 634,500 | 0.19 | 118,099 | 43.75 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 5,084 | 7.58 | 946 | 54.32 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 27,897 | 0.51 | 5,192 | 44.22 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 2,922 | 18.30 | 544 | 69.69 | ||||
| 2025-07-25 | 13F | FIDELIS iM 有限公司 | 1,078 | 201 | ||||||
| 2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 581,400 | 80,570 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,495 | 15.02 | 838 | 36.54 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 1,301 | 242 | ||||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 343 | 64 | ||||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 1,206 | 224 | ||||||
| 2025-07-18 | 13F | SMI 咨询服务有限责任公司 | 1,925 | 355 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 8,200 | 36.26 | 1,526 | 95.64 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 25,181 | 10.68 | 3,490 | 21.19 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 30,241 | 5,629 | ||||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 8,016 | -600.37 | 1,362 | -2,487.72 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 6,566 | 1,222 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 17,147 | 0.85 | 2,376 | 10.41 | ||||
| 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 | 30,346 | 2.64 | 5,155 | 27.66 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 4 | 1 | ||||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 2,942 | 48.74 | 548 | 113.67 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,725 | 507 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 18,938 | 9.15 | 3,525 | 56.60 | ||||
| 2025-03-31 | NP | JHMM - 约翰汉考克多因素中型 ETF | 161,804 | 2.31 | 20,481 | 29.87 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 2,457 | 2.29 | 457 | 46.95 | ||||
| 2025-08-14 | 13F | Cura 财富顾问有限公司 | 1,338 | 249 | ||||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,896 | 65.77 | 539 | 138.50 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,819,312 | 18.31 | 338,629 | 69.74 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 894,168 | 32.06 | 166 | 90.80 | ||||
| 2025-07-07 | 13F | 西联银行 | 5,581 | 1,039 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 9,849 | 49.25 | 1,833 | 110.93 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 61,416 | 11,431 | ||||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 40,404 | 2.44 | 7,520 | 46.99 | ||||
| 2025-08-26 | NP | Ivy可变保险组合-Ivy VIP科技II级 | 75,723 | 0.88 | 14,094 | 44.75 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 9,035 | 7,128.00 | 1,682 | 12,830.77 | ||||
| 2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 4,555 | 0.02 | 848 | 43.56 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 1,036 | 0.10 | 193 | 43.28 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 19,490 | 2.90 | 3,628 | 47.62 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 55,870 | 10,399 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 87,700 | 63.01 | 16,324 | 133.89 | |||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,300 | 4,892 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 43,400 | 864.44 | 8,078 | 1,285.59 | |||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 6,458 | 146.11 | 1,202 | 253.24 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 213,285 | 0.41 | 39,699 | 44.06 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 48,065 | 9.87 | 8,946 | 57.64 | ||||
| 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 | 143,886 | 19.82 | 26,782 | 71.92 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 2,310 | 407 | ||||||
| 2025-08-13 | 13F | Pinpoint Asset Management（新加坡）私人有限公司 | 60 | 11 | ||||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 1,198 | 223 | ||||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 159 | 3.25 | 30 | 52.63 | ||||
| 2025-08-08 | 13F | KBC 集团 | 225,135 | 450.21 | 42 | 720.00 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,813 | 1.30 | 524 | 45.28 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 27,862 | 9.47 | 5,186 | 57.07 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 7,626 | 8.79 | 1,419 | 56.11 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 2,123 | 395 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 755,200 | 91.34 | 140,565 | 174.52 | |||
| 2025-08-01 | 13F | SYM金融公司 | 2,535 | 2.88 | 472 | 47.65 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 45,222 | 1.75 | 8,417 | 46.00 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 9 | 2 | ||||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 164,696 | 25.90 | 30,655 | 80.64 | ||||
| 2025-04-28 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -627 | -86 | |||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 17,014 | 219.51 | 3,167 | 358.84 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 123,500 | 17,115 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 2,372 | 20.35 | 442 | 72.94 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 968,668 | 1.32 | 180,298 | 45.36 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 25 | 4 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 322,380 | 4.14 | 60,006 | 49.42 | ||||
| 2025-05-12 | 13F | Pinpoint资产管理有限公司 | 237 | 42.77 | 31 | 66.67 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 260,304 | 13.97 | 41,275 | 50.48 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 118 | 22 | ||||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,396,142 | 1.91 | 259,864 | 46.22 | ||||
| 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 | 73,634 | 2.06 | 13,705 | 46.44 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 35,498 | 3.22 | 6,607 | 48.11 | ||||
| 2025-08-14 | 13F | 卡登萨资本有限公司 | 39,020 | 7,263 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,280 | 4.11 | 424 | 49.30 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 6,328 | 5.82 | 1,178 | 51.87 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 176 | 14.29 | 33 | 68.42 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 306 | 9.68 | 57 | 55.56 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 1,110 | 207 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 18,105 | 2.55 | 3,370 | 47.12 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 2,563 | 355 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 1,214,442 | 108.35 | 226,044 | 198.93 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 5,505 | 90.02 | 1,025 | 173.07 | ||||
| 2025-03-31 | NP | FFTY - 创新者 IBD(R) 50 ETF | 12,078 | 96.29 | 1,529 | 149.27 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 1,315 | 31.50 | 245 | 89.15 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 2,435 | 9.88 | 453 | 57.84 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 16,302 | 29.54 | 3,034 | 85.91 | ||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 450 | 350.00 | 62 | 1,450.00 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 1,205 | 224 | ||||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 2,799 | 4.71 | 521 | 50.29 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 355,853 | 3.11 | 49,314 | 12.89 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 18,580 | 7.73 | 3,458 | 54.58 | ||||
| 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 | 12,419 | 114.75 | 2,110 | 167.30 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 9,551 | 3.53 | 1,778 | 48.58 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,035 | 3.16 | 565 | 48.03 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 4 | 1 | ||||||
| 2025-08-13 | 13F | 法国集团 | 86,643 | 6.22 | 16,101 | 49.06 | ||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 4,822 | 898 | ||||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 1,828 | 340 | ||||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 208 | 39 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行 | 4,551 | 10.70 | 847 | 58.91 | ||||
| 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 | 420 | 16.67 | 58 | 28.89 | ||||
| 2025-07-17 | 13F | 李约翰逊资本管理有限公司 | 28,111 | 5,232 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -33 | -6 | |||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 13,126,041 | 3.19 | 2,443 | 48.06 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 47,388 | 1.35 | 9 | 33.33 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 17,105 | 11.87 | 3,184 | 60.51 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 204,914 | 1.01 | 34,813 | 25.63 | ||||
| 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 | 29,355 | 8.49 | 4,068 | 18.77 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 3,296 | 614 | ||||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 124 | 47.62 | 23 | 130.00 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 12,900 | 4.88 | 2,401 | 50.53 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 313,522 | 17.31 | 58,356 | 68.31 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 2,547 | 474 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 187,318 | 1.01 | 35 | 41.67 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 17,053 | 378.75 | 3,174 | 587.01 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 4 | 1 | ||||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 118,850 | 25.37 | 16,470 | 37.26 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 8,849 | 1,647 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 11,066 | 19.81 | 2,060 | 71.87 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 75,472 | 32.89 | 14,048 | 90.67 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 3,921 | 11.84 | 730 | 60.57 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 1,283 | 243 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 55,159 | 127.92 | 10,267 | 227.05 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,383 | 257 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102,128 | 401.41 | 14,153 | 626.12 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 13,366 | 0.72 | 2,488 | 44.51 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 1,200 | 223 | ||||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 424 | 1.68 | 79 | 46.30 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 18,397 | 475.45 | 3,424 | 727.05 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 473,813 | 2.07 | 88,191 | 46.44 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 964,285 | 24.77 | 169,666 | 75.62 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 1,509 | 281 | ||||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 3,153 | 9.82 | 587 | 57.53 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 1,333 | 248 | ||||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 275,925 | 11.44 | 51,358 | 59.89 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 27,866 | 1.74 | 5,187 | 45.96 | ||||
| 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 | 2,900 | 540 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 32,454 | 8.61 | 6,041 | 55.83 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 32,092 | 54.61 | 5,973 | 121.88 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 35,543 | 23.08 | 6,616 | 76.59 | ||||
| 2025-08-14 | 13F | Xponance公司 | 98,842 | 56.07 | 18,397 | 123.94 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 10,602 | 15.64 | 1,973 | 65.94 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,145 | 14.28 | 399 | 64.20 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 33,112 | 0.04 | 6,163 | 43.56 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 8,441 | 6.94 | 1,571 | 53.57 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 1,126 | 210 | ||||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 140,890 | 26,224 | ||||||
| 2025-08-11 | 13F | 遗产顾问有限责任公司 | 20,342 | 3,786 | ||||||
| 2025-06-25 | NP | STNFX - 富国银行大盘成长基金机构类别 | 97,897 | 13,567 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 58,039 | 6.65 | 10,803 | 53.02 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 170 | 32 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 2,504 | 126.20 | 466 | 285.12 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 536,478 | 1.79 | 99,855 | 46.05 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 17,159 | 2.94 | 3,194 | 47.69 | ||||
| 2025-08-11 | 13F | 信托银行 | 3,925 | 28.86 | 731 | 84.81 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 5,279 | 48.83 | 668 | 97.05 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 225 | 8.70 | 42 | 57.69 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 46,067,186 | 2.99 | 8,574,485 | 47.77 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 4,683 | 872 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 14 | 180.00 | 3 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 15,200 | 3.40 | 2,829 | 48.35 | |||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 73 | 35.19 | 14 | 85.71 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 3,289,082 | 4.08 | 612,197 | 49.33 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 3,735 | 21.03 | 695 | 73.75 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 6,261 | 1,165 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 177,800 | 235.47 | 33,094 | 381.35 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 23,217 | 3,217 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 140,486 | 23.89 | 26,149 | 77.76 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 2,814 | 74.78 | 524 | 151.44 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 35,728 | 1,542.67 | 6,650 | 2,258.16 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 1,309 | 244 | ||||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 3,663 | 7.77 | 508 | 17.91 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 1,476 | 275 | ||||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 8,611 | 0.44 | 1,117 | 19.21 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 506 | 10.72 | 94 | 59.32 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 3,384 | 4.67 | 630 | 50.12 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 1,820 | 4.42 | 339 | 49.56 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 7,752 | 25.76 | 1,074 | 37.69 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 316,103 | 6,445.93 | 58,836 | 9,298.72 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 358 | 7.51 | 67 | 53.49 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 40,192 | 7,481 | ||||||
| 2025-08-28 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 5,158 | 188.96 | 960 | 315.58 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 1,937 | 21.59 | 361 | 74.76 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 32,428 | 6.69 | 6,036 | 53.06 | ||||
| 2025-08-14 | 13F | 安盛公司 | 90,721 | 155.31 | 16,886 | 266.35 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 5,848 | 1,088 | ||||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 1,948 | 11.76 | 362 | 60.18 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 1,702 | 7.52 | 317 | 54.15 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 76,178 | 4.77 | 14 | 55.56 | ||||
| 2025-08-14 | 13F | 采石场LP | 552 | 103 | ||||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 2,550 | 0.55 | 475 | 44.51 | ||||
| 2025-06-30 | NP | WLDR - Affinity World Leaders 股票 ETF | 2,720 | 377 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 12,981,934 | 1.50 | 2,416,327 | 45.63 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 49,710 | 4.29 | 9,253 | 49.64 | ||||
| 2025-08-26 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 182,560 | 33,980 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,099 | 49.32 | 205 | 114.74 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 228 | 2,433.33 | 42 | 4,100.00 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 2,800 | 521 | ||||||
| 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 | 406,355 | 2.56 | 69,036 | 27.56 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 1,527 | 273 | ||||||
| 2025-08-04 | 13F | 穆迪奥尔德里奇合伙公司 | 1,378 | 256 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘核心 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 | 1,937 | 55.83 | 268 | 70.70 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 7,318 | 149.42 | 1,362 | 248.34 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 683,988 | 17.36 | 127,311 | 68.39 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 25,426 | 5.86 | 4,320 | 31.68 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 12 | 71.43 | 2 | |||||
| 2025-08-14 | 13F | 瑞银集团 | 3,038,651 | 8.09 | 565,584 | 55.08 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 58,617 | 18.32 | 8,123 | 29.55 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 95,800 | 164.64 | 17,831 | 279.71 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 75,300 | 14,016 | |||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 17,065 | 3,176 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | 329,330 | 32.16 | 61,298 | 89.61 | ||||
| 2025-08-07 | 13F | 高效顾问有限责任公司 | 2,700 | 503 | ||||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 2,005 | 373 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 16,802 | 3,127 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,226 | 228 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 69,987 | 1.06 | 9,699 | 10.64 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 38,899 | 66.41 | 7 | 133.33 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 83 | 45.61 | 1,545 | 108.93 | |||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 321 | 47.93 | 60 | 110.71 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 58,862 | 10,956 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 15 | 3 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,430 | 266 | ||||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,297 | 4.18 | 180 | 14.01 | ||||
| 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 | 5,109,735 | 0.42 | 868,093 | 24.90 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - 摩根士丹利优势基金 1 级 | 248,850 | 10.91 | 46,318 | 59.13 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 48,603 | 0.83 | 9 | 50.00 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,176 | 219 | ||||||
| 2025-07-11 | 13F | 平博银行公司 | 133 | 18.75 | 25 | 71.43 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 1,309 | 244 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 16,736 | 37.84 | 3,115 | 97.78 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 1,231 | 229 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 98,666 | 6.06 | 18,365 | 52.17 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 186,717 | 132.19 | 35 | 240.00 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 8,710 | 2.69 | 1,580 | 48.36 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 2,805 | 355 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 308 | 56 | ||||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 18 | 3 | ||||||
| 2025-08-28 | NP | MGOAX - Victory Munder 中盘核心成长基金 A 类 | 9,500 | 1,768 | ||||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 16,364 | 9.22 | 3,046 | 56.72 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 29,907 | 2.80 | 5,567 | 47.48 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,205 | 224 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,752 | 1,071 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 4,180 | 31.03 | 778 | 88.38 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,600 | 146.81 | 1,971 | 206.85 | ||||
| 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 | 13,102 | 791.90 | 2,439 | 1,183.16 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 446 | 12.63 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 622 | 116 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 13,090 | 37.57 | 2,436 | 97.41 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 169,076 | 1.53 | 31,470 | 45.67 | ||||
| 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 | 750,879 | 0.32 | 127,567 | 24.77 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 261,263 | 21.37 | 49 | 77.78 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,897 | 1.39 | 353 | 45.87 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 66 | 57.14 | 12 | 140.00 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 11,086 | 20.99 | 2,063 | 73.65 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,468 | 585.98 | 249 | 758.62 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 134 | 119.67 | 25 | 242.86 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 1,516 | 282 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 57,021 | 51.91 | 10,613 | 117.97 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 40,413 | 7,522 | ||||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 1,912 | 356 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 2,216 | 13.93 | 412 | 63.49 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 62,230 | 11,583 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 6,185 | 7.83 | 1,051 | 34.10 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 3,083 | 12.48 | 574 | 61.41 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 3,215 | 6.67 | 598 | 52.94 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 6,980 | 6.74 | 1,299 | 53.18 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,467 | 273 | ||||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 16,201 | 36.98 | 3,015 | 96.54 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 3 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 39,031 | 262.24 | 5,409 | 296.77 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 3,112 | 4.85 | 579 | 50.78 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92,582 | 1.87 | 12,830 | 11.54 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 5,698 | 30.72 | 1,061 | 87.61 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 124,279 | 16.36 | 23,226 | 81.37 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 30,759 | 2.63 | 5,725 | 47.25 | ||||
| 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 | 55 | 19.57 | 8 | 40.00 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 48,475,394 | 1.38 | 9,022,725 | 45.46 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 14,465 | 8.08 | 2,457 | 34.41 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,405 | 262 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 658 | 25.10 | 116 | 69.12 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 83,699 | 3.81 | 15,579 | 48.93 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 1,553 | 50.48 | 264 | 87.86 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 1 | ||||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,450 | 270 | ||||||
| 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 | 2,833 | 0.64 | 481 | 25.26 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 1,412 | 263 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 23,984 | 4,464 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 32,374 | 3.73 | 4,486 | 13.57 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 300 | 56 | ||||||
| 2025-08-13 | 13F | 北方信托公司 | 3,789,120 | 1.78 | 705,269 | 46.03 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 25,350 | 381.66 | 4,718 | 591.79 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 14,871 | 16.39 | 2,768 | 66.99 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 512 | 204.76 | 87 | 290.91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 18,345 | 29.18 | 3,415 | 85.34 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 212,238 | 2.62 | 39,504 | 47.24 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 204,678 | 8.98 | 34,773 | 35.54 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 7,441 | 1,214.66 | 1,385 | 1,795.89 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 2,099 | 5.00 | 391 | 50.58 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 1,121 | 204 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 103,378 | 8.11 | 14,326 | 18.37 | ||||
| 2025-07-18 | 13F | TABR资本管理有限责任公司 | 1,130 | 210 | ||||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 1,024 | 0 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 10,287 | 4.63 | 1,426 | 14.55 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 61 | 8 | ||||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 7,817 | 399.17 | 1,455 | 616.75 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 83,783 | 1,196.55 | 15,595 | 1,760.86 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 6,466 | 16.36 | 896 | 27.45 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 2,245 | 418 | ||||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 4,588 | 854 | ||||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 7,430 | 1,383 | ||||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 2 | 0 | ||||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -8,350 | -1,554 | |||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 550 | 2.42 | 102 | 47.83 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 166,667 | 20.50 | 23,097 | 31.92 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 16,490 | 3,069 | ||||||
| 2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 46,747 | 31.96 | 7,942 | 64.10 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 38,407 | 5,322 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 5,639 | 15.53 | 1,050 | 65.72 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 1,332 | 248 | ||||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,769 | 2.79 | 329 | 47.53 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 1,129 | 210 | ||||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 64,481 | 25.56 | 12 | 100.00 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 12,921 | 332.00 | 2,405 | 635.17 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 793,885 | 23.42 | 147,766 | 77.08 | ||||
| 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 | 185,075 | 1.05 | 25,648 | 10.63 | ||||
| 2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 106,546 | 19,831 | ||||||
| 2025-07-15 | 13F | DSG资本顾问有限公司 | 30,160 | 0.59 | 5,614 | 44.33 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 11,997 | 2,233 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,747,998 | 8.35 | 511,485 | 55.45 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 33,132 | 4 | ||||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 76 | 8.57 | 14 | 55.56 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 5,176 | 963 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 319,568 | 1.94 | 59,481 | 46.26 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,568 | 292 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 71,358 | 1.69 | 9,889 | 11.33 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 97 | 18 | ||||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 1,181 | 220 | ||||||
| 2025-07-15 | 13F | 退休有限责任公司 | 6,569 | 166.82 | 1,223 | 283.07 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 1,337 | 249 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 167,800 | 4.35 | 31,026 | 48.78 | |||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 29 | 5 | ||||||
| 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 | 110,900 | 2.40 | 20,642 | 46.92 | ||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 105 | 20 | ||||||
| 2025-08-01 | 13F | 信托投资顾问 | 1,260 | 235 | ||||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 6,819 | 1,269 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 1,694 | 0.06 | 185 | -15.53 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 30,583 | 5.97 | 5,196 | 31.79 | ||||
| 2025-07-08 | 13F | 战略倡导者有限责任公司 | 8,646 | 2.23 | 1,609 | 46.67 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 628 | 117 | ||||||
| 2025-07-30 | 13F | 达戴维森公司 | 13,202 | 0.24 | 2,457 | 43.85 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,757 | 10.71 | 243 | 21.50 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 1,475 | 273 | ||||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 46,899 | 4.42 | 6,499 | 14.32 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 203 | 28 | ||||||
| 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 | 209,490 | 34.18 | 29,031 | 46.90 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 122,965 | 5.82 | 22,736 | 50.88 | ||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 184,602 | 1.79 | 34,360 | 46.05 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 62,238 | 6.09 | 10,574 | 31.93 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 50,013 | 4.22 | 9,309 | 49.53 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 157 | -10.34 | ||||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 27,221 | 50.98 | 4,894 | 109.19 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,103 | 205 | ||||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 143,249 | 1.27 | 26,663 | 45.30 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 10,870 | 6.17 | 2,023 | 52.33 | ||||
| 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 | 24,373 | 20.84 | 4,537 | 73.39 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 1,182 | 220 | ||||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 9,571 | 112.17 | 1,781 | 204.44 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 522,038 | 9.63 | 97,167 | 57.30 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 4,413 | 3.81 | 821 | 49.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 1,466 | 273 | ||||||
| 2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 8,156 | 1,518 | ||||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 127,400 | 232.64 | 23,713 | 377.29 | ||||
| 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 | 132,280 | 0.02 | 18,331 | 9.50 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 77,454 | 0.45 | 14,416 | 44.13 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 17 | 325.00 | 3 | |||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 16,669 | 120.52 | 3,036 | 209.80 | ||||
| 2025-08-29 | NP | GGCAX - Gamco 成长基金 A 类 | 16,500 | 3,071 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 2,437 | 25.68 | 454 | 80.48 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 21,008 | 3.07 | 4 | 50.00 | ||||
| 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 | 582,049 | 8.31 | 98,884 | 34.71 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,491 | 4.27 | 278 | 49.73 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 17,344 | 31.90 | 3,228 | 89.33 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 600 | 7.14 | 112 | 54.17 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 1,910 | 356 | ||||||
| 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 | 49,743 | 8.00 | 8,451 | 34.32 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 2,968,634 | 69.55 | 552,552 | 143.25 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 12,997 | 24.72 | 2,419 | 79.05 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 9,322 | 8.98 | 1,292 | 19.32 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 4 | 1 | ||||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,014,335 | 6.89 | 172,325 | 32.93 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 7,818 | 7.54 | 1,455 | 54.29 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 687,684 | 4,993.96 | 127,999 | 7,209.99 | ||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 26,152 | 57.06 | 3,393 | 86.27 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,374 | 256 | ||||||
| 2025-07-16 | 13F | 五大洋顾问 | 1,815 | 0.95 | 338 | 44.64 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 21,637 | 25.20 | 4,027 | 79.70 | ||||
| 2025-08-08 | 13F | 凯恩投资管理有限公司 | 13,008 | 13.84 | 2,426 | 63.63 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 58,439 | 3.54 | 10,877 | 48.57 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 3,066 | 127.28 | 521 | 182.61 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 265 | 6.85 | 45 | 36.36 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 14,748 | 33.22 | 1,913 | 58.10 | ||||
| 2025-08-14 | 13F | 特里布恩投资集团 | 25,000 | 4,653 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 379 | 39.34 | 71 | 100.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,608,985 | 24.54 | 485,610 | 78.68 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 5,365,482 | 8.65 | 998,678 | 55.88 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 20,822 | 10.38 | 3,876 | 58.36 | ||||
| 2025-07-23 | 13F | True Vision 明尼苏达州有限责任公司 | 2,691 | 1.43 | 501 | 45.35 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 566 | 105 | ||||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 1,097,162 | 35.82 | 204,215 | 94.87 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 2,964 | 552 | ||||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,146 | 213 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 15,070 | 502.80 | 2,805 | 765.43 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 27,893 | 5,192 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 600 | 50.00 | 112 | 117.65 | |||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 19,055 | 2.03 | 3,237 | 26.89 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级 | 74,970 | 27.18 | 13,954 | 82.48 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 833 | 89.32 | 155 | 171.93 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,607 | 29.38 | 500 | 41.76 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 64,436 | 4.40 | 11,993 | 49.80 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 7,329 | 1.96 | 1,016 | 11.66 | ||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 20,294 | 3,448 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -57 | -11 | |||||
| 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 | 19,543 | 34.12 | 2,708 | 86.37 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 13,629 | 4.78 | 2,537 | 50.33 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 465,593 | 19.81 | 86,661 | 71.89 | ||||
| 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 | 52,482 | 16.37 | 8,916 | 44.74 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 254,758 | 2.40 | 43,281 | 27.35 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,101 | 205 | ||||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 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 | 1,361,106 | 6.47 | 188,622 | 16.57 | ||||
| 2025-05-27 | NP | IWS - iShares Russell 中盘价值 ETF | 593,605 | 0.29 | 77,008 | 18.96 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 1,697 | 316 | ||||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 23 | 35.29 | 4 | 100.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 3,973 | 49.59 | 740 | 114.83 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 4,194 | 55.22 | 781 | 122.86 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 2,137 | 398 | ||||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 2,601 | 0.31 | 484 | 44.05 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 4,399 | 17.24 | 819 | 68.31 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 163 | 5.16 | 23 | 266.67 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 213,587 | 15.28 | 39,751 | 65.39 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,408 | 17.28 | 1,007 | 68.23 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 117,031 | 1,926.16 | 16,218 | 2,118.60 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15 | 15.38 | 2 | 100.00 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 22,355 | 8.38 | 4,161 | 55.51 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 21,944 | 1,193.87 | 4,084 | 1,756.36 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 1,668 | 1.40 | 310 | 45.54 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 2,700 | 0.52 | 503 | 44.25 | ||||
| 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 | 9,570 | 1.56 | 1,326 | 11.24 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 1,476 | 275 | ||||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 87,969 | 2.66 | 12,191 | 12.39 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 55 | 12.24 | 10 | 66.67 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,391 | 259 | ||||||
| 2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 55,053 | 10,247 | ||||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 1,896 | 4.75 | 353 | 50.43 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 14 | 100.00 | 3 | |||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 32,946 | 18,513.56 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 74,008 | 5.47 | 13,775 | 51.32 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,392 | 5.30 | 259 | 51.46 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -725 | 26.31 | -123 | 57.69 | |||
| 2025-08-04 | 13F | 资产标记公司 | 8,883 | 1,287.97 | 1,653 | 1,891.57 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 8,006 | 68.62 | 1,490 | 142.28 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 290,016 | 6.56 | 53,981 | 52.89 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 462,756 | 63.03 | 86,133 | 133.91 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 3,494 | 7.21 | 650 | 54.03 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 9,092 | 1,692 | ||||||
| 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 | 545,224 | 4.63 | 101,483 | 50.12 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 484,664 | 111.70 | 90,211 | 203.75 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | Put | 200 | 0 | |||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 1,688 | 8.14 | 314 | 55.45 | ||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 7,690 | 107.00 | 1,431 | 197.51 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 69 | 38.00 | 13 | 100.00 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 2,794 | 520 | ||||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,439,402 | 14,661.58 | 267,916 | 21,095.81 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 1,869 | 348 | ||||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,614 | 294 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 94 | 13 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 79,300 | 6.39 | 14,760 | 52.65 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 39,782 | 2.05 | 7,405 | 46.41 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 203,309 | 165.63 | 28,175 | 190.81 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,793 | 4.92 | 334 | 50.68 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 2,395,923 | 1,527.21 | 445,953 | 2,234.71 | ||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 22,690 | 4.89 | 3,855 | 30.42 | ||||
| 2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 9,015 | 7.40 | 1,678 | 53.99 | ||||
| 2025-06-24 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 72,500 | 10,047 | ||||||
| 2025-07-15 | 13F | IMS资本管理公司 | 1,468 | 273 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 83,853 | 121.52 | 16 | 275.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 1,059 | 7.29 | 197 | 53.91 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 84,248 | 7.95 | 15,537 | 53.45 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 3,477 | 647 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 1,506 | 26.13 | 280 | 81.82 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 3,240 | 603 | ||||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 580 | 113.24 | ||||||
| 2025-08-11 | 13F | 阿维索财富管理 | 1,466 | 273 | ||||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 8,636 | 33.00 | 1,197 | 45.68 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 94,279 | 64.34 | 17,548 | 135.80 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 73,584 | 11.40 | 14 | 62.50 | ||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 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 | 471,000 | 274.70 | 87,667 | 437.60 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 1,929 | 359 | ||||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 216,914 | 13.89 | 40,374 | 63.40 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 1,251 | 0 | ||||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 4 | 100.00 | 1 | |||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 6,719 | 2.46 | 1,251 | 47.06 | ||||
| 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 | 121,406 | 0.12 | 16,824 | 9.61 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,307 | 1.08 | 243 | 45.51 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,074 | 1,018.75 | 200 | 1,430.77 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 73,031 | 2.42 | 13,593 | 46.95 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 36,493 | 60.38 | 4,733 | 109.66 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 900 | 168 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 8,946 | 24.79 | 1,665 | 79.03 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 2,900 | 540 | |||||
| 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 | 28,298 | 14.08 | 3,922 | 24.91 | ||||
| 2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 128,242 | 17,772 | ||||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,700 | 4,532 | ||||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 383,947 | 2,129.53 | 71,464 | 3,098.93 | ||||
| 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 | 56,637 | 1.52 | 10,542 | 45.65 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 4,060 | 40.73 | 756 | 101.87 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 123,983 | 2.20 | 23,077 | 46.63 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 3,183 | 2.35 | 593 | 46.90 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 157,211 | 4.48 | 29,262 | 49.91 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 66,622 | 3.40 | 9,232 | 13.21 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 1,403 | 261 | ||||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 2,509 | 35.48 | 467 | 94.58 | ||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 79,818 | 3.17 | 14,857 | 48.03 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,271 | 237 | ||||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 1,144 | 213 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 2,969 | 563 | ||||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 408 | 13.97 | 76 | 63.04 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 307 | 5.14 | 52 | 33.33 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 16,110 | 0.47 | 2,999 | 44.13 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 3,577,998 | 26.75 | 665,973 | 81.86 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 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 | 67,405 | 16.43 | 9,341 | 27.47 | ||||
| 2025-08-12 | 13F | 智慧基金有限合伙人 | 12,000 | 2,234 | ||||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 3,045 | 0 | ||||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 4,786 | 31.41 | 891 | 88.56 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 31,857 | 1.40 | 6 | 25.00 | ||||
| 2025-08-26 | NP | WFEIX - 富国银行企业基金机构类别 | 45,280 | 8,428 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 34 | 209.09 | 6 | 500.00 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德长期美国股票 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 | 4,621 | 14.30 | 640 | 25.24 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 2,665 | 496 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 10,012 | 235.19 | 875 | 125.84 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 249 | 32.45 | 46 | 91.67 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,405 | 262 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 62,030 | 3.85 | 11,545 | 48.99 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 3,584 | 667 | ||||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 19,057 | 6.46 | 3,547 | 52.76 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 39,588 | 2.57 | 7,369 | 47.18 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,315 | 8.94 | 431 | 56.36 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114 | 16 | ||||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 6,067 | 33.11 | 1,129 | 91.03 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 126 | 147.06 | 0 | |||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 20,308 | 2,814 | ||||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 6,479 | 103.87 | 1,206 | 192.48 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 333,921 | 5.38 | 46,275 | 15.37 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 133 | 923.08 | 25 | 2,300.00 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 10,749 | 83.15 | 1,999 | 163.03 | ||||
| 2025-08-07 | 13F | 商业银行 | 32,511 | 7.91 | 6,051 | 54.84 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 445,908 | 62.71 | 82,997 | 133.45 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 2,457 | 1.61 | 457 | 46.01 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 9,997 | 2.00 | 1,861 | 46.34 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 4,000 | 519 | |||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 700 | 91 | |||||
| 2025-08-15 | 13F | Binnacle投资公司 | 171 | 1.79 | 32 | 47.62 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 9,644 | 1,795 | ||||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 45 | 50.00 | 8 | 166.67 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 325 | 60 | ||||||
| 2025-07-10 | 13F | 瑞典银行 | 165,869 | 22.01 | 30,873 | 75.06 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 10,569 | 15.76 | 1,796 | 43.95 | ||||
| 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 | 31,401 | 5,845 | ||||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 113 | 21 | ||||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 113,328 | 11.86 | 21,094 | 60.50 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 91 | 17 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 3,052 | 1.63 | 1 | |||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 12,420 | 135.58 | 2 | |||||
| 2025-07-22 | 13F | 远见卓识有限责任公司 | 2,361 | 0.08 | 439 | 43.46 | ||||
| 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 | 9,004 | 5.59 | 1,676 | 51.45 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,443 | 4.22 | 415 | 29.69 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 3,516 | 654 | ||||||
| 2025-06-26 | NP | AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票 | 104,789 | 1.46 | 14,522 | 11.08 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 270 | 35 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 13,454 | 1,176.47 | 2,504 | 1,741.18 | ||||
| 2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 2,659 | 495 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 81 | 32.79 | 15 | 114.29 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum 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 | 316,681 | 50.01 | 53,801 | 86.57 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 284,583 | 62.35 | 52,969 | 132.93 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 45,892 | 46.04 | 8,542 | 109.54 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 1,290 | 240 | ||||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 1,336 | 249 | ||||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 347 | 2,378.57 | 65 | 6,300.00 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 2,814 | 1.22 | 524 | 45.28 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 31,806,624 | 30.09 | 5,920,181 | 86.64 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,921 | 0.31 | 358 | 43.95 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 3,867 | 10.68 | 720 | 58.72 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 1,291 | 240 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,466 | 21.60 | 459 | 74.14 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,387 | 0.97 | 444 | 45.10 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 1,266 | 236 | ||||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 2,604 | 8.23 | 485 | 55.13 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,354 | 252 | ||||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 2,927 | 2.85 | 545 | 47.43 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 13,676 | 63.22 | 2,546 | 134.13 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 5,124 | 2.11 | 954 | 46.62 | ||||
| 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 | 205,065 | 0.97 | 38,169 | 44.86 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 160,165 | 168.05 | 29,812 | 284.61 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 69,700 | 31.02 | 12,973 | 87.99 | |||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 252 | 35 | ||||||
| 2025-06-26 | NP | 贝莱德长期股票基金 - 贝莱德长期股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 463,261 | 64,199 | ||||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 121,067 | 13.92 | 22,534 | 63.46 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 143,800 | 0.70 | 27 | 44.44 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 1,333 | 248 | ||||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 1,240 | 231 | ||||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 1,350 | 251 | ||||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 10,617 | 13.44 | 2,012 | 72.85 | ||||
| 2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 129,461 | 24,097 | ||||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 25,993 | 1,602.23 | 3,602 | 1,766.32 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 16 | 2 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,400 | 447 | ||||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 8,058 | 18.05 | 1,500 | 69.38 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 5,800 | 100.00 | 1,080 | 186.97 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 262,918 | 55.63 | 49 | 128.57 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 28,089 | 13.43 | 3,556 | 50.06 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 7,474 | 8.76 | 1,391 | 85.22 | ||||
| 2025-08-14 | 13F | 纳帕财富管理 | 2,914 | 542 | ||||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 52,008 | 19.11 | 9,680 | 70.90 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 382 | 29.93 | 65 | 60.00 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 17,953 | 82.73 | 3,342 | 162.24 | ||||
| 2025-08-25 | NP | HIMCX - 哈特福德中型股 Hls 基金 Ia | 103,076 | 19,186 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 947 | 0.11 | 176 | 44.26 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 58,074 | 6.22 | 10,809 | 52.41 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 346,883 | 64,565 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 12,418 | 2.81 | 2,311 | 47.48 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 18,717 | 32.45 | 2,428 | 57.15 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 115 | 16 | ||||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 3,811 | 26.95 | 709 | 82.26 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 9,969 | 79.91 | 1,293 | 113.37 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 5,519 | 1,027 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,383 | 15.54 | 257 | 65.81 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 6,692 | 1,246 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 76,700 | 237.89 | 14,276 | 384.92 | |||
| 2025-08-13 | 13F | 奥西亚姆 | 20,849 | 83.08 | 3,881 | 162.69 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 5,770 | 13.67 | 1,074 | 93.33 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 49 | 44.12 | 9 | 125.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Janus 专注增长投资组合 1 级 | 109,240 | 19.58 | 15,138 | 30.92 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 97,300 | 201.24 | 18,110 | 332.22 | |||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23 | 21.05 | 3 | 50.00 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 342,652 | 3.81 | 63,848 | 50.80 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 331,412 | 488.39 | 61,686 | 744.19 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 66,739 | 12 | ||||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,039 | 4.84 | 193 | 50.78 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 1,414 | 263 | ||||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 2,509 | 10.38 | 467 | 58.84 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 110,863 | 22.88 | 15,363 | 34.54 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 165,160 | 14.43 | 30,743 | 64.19 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,051 | 6.38 | 382 | 52.40 | ||||
| 2025-08-26 | NP | QLMGOX - ClearBridge 可变积极增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,900 | 912 | ||||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 1,573 | 293 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 82,291 | 1.97 | 15,317 | 46.30 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 437 | 37.85 | 81 | 97.56 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 7,000 | 1,303 | ||||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,252 | 8.39 | 791 | 55.71 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 570,339 | 131.75 | 106,157 | 232.50 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 3,757 | 10.14 | 699 | 58.14 | ||||
| 2025-08-14 | 13F | 儿童资本管理有限公司 | 78,000 | 4.00 | 14,518 | 49.22 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 852 | 890.70 | 159 | 1,336.36 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 31,381 | 2.82 | 5,841 | 47.51 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 2,599 | 360 | ||||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 1,401 | 261 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 516,076 | 160.93 | 96,057 | 274.39 | ||||
| 2025-08-26 | NP | RMDAX - AllianzGI 中型基金 A | 54,092 | 10,068 | ||||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 112,236 | 34.39 | 20,890 | 92.82 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 878 | 786.87 | 0 | |||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,083 | 202 | ||||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 82,376 | 31.07 | 15,333 | 88.10 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 2,718 | 27.31 | 506 | 82.97 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 5,436 | 23.88 | 1,012 | 77.68 | ||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 11,170 | 10.71 | 1,548 | 21.14 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 2,673 | 6.37 | 498 | 52.45 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 4,248 | 665 | ||||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,801 | 21.36 | 335 | 74.48 | ||||
| 2025-08-12 | 13F | 财富桥资本管理有限公司 | 3,336 | 23.46 | 621 | 77.14 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 1,200 | 223 | |||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 13,324 | 3.81 | 2,480 | 48.89 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 1,600 | 298 | |||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 15,571 | 2,898 | ||||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,162 | 216 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 128 | 26.73 | 24 | 76.92 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 29,970 | 5.60 | 5,092 | 31.35 | ||||
| 2025-07-30 | 13F | 骑士投资有限责任公司 | 276,281 | 104.18 | 51,424 | 192.96 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 161,672 | 9.08 | 30 | 57.89 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,194 | 222 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 23,756 | 26.92 | 4,422 | 82.08 | ||||
| 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 | 165,228 | 7.66 | 22,897 | 17.87 | ||||
| 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 | 2,947 | 4.13 | 408 | 13.97 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 823,009 | 9.18 | 153,187 | 56.65 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,228 | 3.06 | 1,695 | 12.86 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 5,014 | 6.59 | 933 | 52.95 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 40,567 | 1,227.45 | 7,551 | 1,830.95 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | Call | 100 | 1 | |||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 1,147 | 213 | ||||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 11,457,634 | 1.81 | 2,132,609 | 46.08 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 1,312 | 244 | ||||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 26,228 | 3,635 | ||||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,890 | 11.31 | 352 | 59.55 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 6,681 | 8.53 | 1,244 | 55.76 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 99,003 | 6.89 | 18,427 | 53.35 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 362 | 47 | ||||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 4,429 | 6.93 | 824 | 53.45 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 131,041 | 1,644.42 | 24,391 | 2,404.11 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 6,316 | 56.72 | 1,176 | 125.10 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 39 | 8.33 | 7 | 75.00 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 16 | 60.00 | 3 | 100.00 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 66,241 | 12,324 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 127,234 | 6.18 | 23,658 | 52.20 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 2,018 | 376 | ||||||
| 2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 8,490 | 13.02 | 1,580 | 62.22 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 3,429 | 17.31 | 638 | 68.34 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 64,922 | 8,997 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 37,698 | 36.24 | 7,017 | 95.49 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 5,308 | 996.69 | 988 | 1,491.94 | ||||
| 2025-08-13 | 13F | 华人文化金融集团 | 1,669 | 311 | ||||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 14,154 | 2.51 | 2,405 | 27.47 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 32,754 | 0.84 | 6,097 | 44.69 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,218 | 8.92 | 4,624 | 35.48 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 1,600 | 298 | ||||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 427,100 | 79,496 | ||||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 12,528 | 391.87 | 2,332 | 606.36 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 63,180 | 4.52 | 11,760 | 49.97 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 51,340 | 7,115 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 4,181 | 1.46 | 778 | 45.69 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 1,379 | 257 | ||||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 63,050 | 603.84 | 11,735 | 909.90 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,024 | 2.40 | 191 | 47.29 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 11,190 | 2,083 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 5,097 | 6.92 | 706 | 17.08 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 743 | 0.13 | 138 | 43.75 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 321 | 25.88 | 0 | |||||
| 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 | 205,886 | 41.54 | 34,978 | 76.03 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 1,378 | 256 | ||||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 1,108 | 206 | ||||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 2,300 | 428 | ||||||
| 2025-06-30 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级 | 239,877 | 33,242 | ||||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 6,108 | 4.95 | 1,137 | 50.46 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 331 | 6.77 | 56 | 33.33 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 58,876 | 5.26 | 11 | 42.86 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 332,259 | 13.91 | 61,843 | 63.44 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 9 | 2 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 8,774,281 | 1,633,157 | ||||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 5,141 | 19.73 | 957 | 71.63 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 7,448 | 1,386 | ||||||
| 2025-05-27 | NP | GVIZX - 价值股票指数基金投资者 | 2,852 | 14.63 | 370 | 35.66 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 51,818 | 19.77 | 9,647 | 71.90 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 1,324 | 246 | ||||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 5,848 | 1,088 | ||||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 1,023 | 133 | ||||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 61 | 1.67 | 11 | 57.14 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 204 | 3.55 | 38 | 48.00 | ||||
| 2025-08-14 | 13F | 赢顾问公司 | 5,539 | 1,031 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-18 | 13F/A | 野村控股公司 | 11,994 | 2,232 | ||||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 302 | 42 | ||||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 3,507 | 8.48 | 653 | 55.61 | ||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 35,700 | 30.29 | 6,645 | 86.94 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,220 | 20.43 | 169 | 32.03 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 42 | 133.33 | 8 | 250.00 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 33,691 | 31.26 | 5,724 | 63.23 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 550 | 2.42 | 102 | 47.83 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 96 | 1.05 | 18 | 41.67 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 23 | 43.75 | 4 | 100.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 1,407 | 49.84 | 262 | 115.70 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 166,566 | 0.37 | 31,003 | 44.01 | ||||
| 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 | 39,351 | 1.60 | 7,324 | 45.78 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 5,176 | 39.63 | 963 | 100.63 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 106 | 43.24 | 0 | |||||
| 2025-08-04 | 13F | 联合银行 | 92,764 | 15.36 | 17 | 70.00 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 18,570 | 3.89 | 3,456 | 49.09 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 2,862 | 9.07 | 371 | 82.76 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 29 | 5 | ||||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 16,121 | 5.16 | 2,234 | 15.15 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 1,166 | 217 | ||||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 44,090 | 15.39 | 8,206 | 65.54 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 5,010 | 2.94 | 933 | 47.70 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 10,938,815 | 7.04 | 2,032,221 | 53.72 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 892 | 223.19 | 116 | 283.33 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 54,100 | 38.01 | 10,070 | 98.01 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,799 | 8.53 | 3,159 | 18.80 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 4,168 | 19.32 | 776 | 71.46 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 196,388 | 74.43 | 36,554 | 150.28 | ||||
| 2025-08-28 | NP | RSMOX - Victory RS 中型成长基金 A 类 | 7,770 | 1,446 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级 | 1,024,125 | 3.53 | 141,923 | 13.35 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 1,494 | 278 | ||||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,368 | 255 | ||||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 15,375 | 163.63 | 2,862 | 278.44 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 23 | 4 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 14,667 | 14.88 | 2,492 | 42.91 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 4,794 | 892 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 7,363 | 22.59 | 1,370 | 75.87 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 77 | 13 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 73 | 40.38 | 13 | 116.67 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,143,013 | 321.75 | 212,749 | 505.11 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 2,482 | 25.23 | 462 | 79.38 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 44,360 | 8.23 | 8,257 | 55.28 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 1,808 | 11.33 | 337 | 60.00 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 9,210 | 1,714 | ||||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 754 | 5.60 | 140 | 52.17 | ||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 13,466 | 429.32 | 2,506 | 659.39 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 997 | 186 | ||||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 1,202 | 224 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,880 | 5.26 | 350 | 51.08 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 20,751 | 14.79 | 3,525 | 42.77 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 3,088 | 10.25 | 575 | 58.13 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 1,109 | 206 | ||||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 49 | 9 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 4,486 | 98.58 | 835 | 184.64 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,739 | 62.07 | 510 | 132.42 | ||||
| 2025-06-27 | NP | TWHIX - 传统基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 534,058 | 26.47 | 74,010 | 38.46 | ||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 297,668 | 175.51 | 55,405 | 295.29 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 5,481 | 4.12 | 1,020 | 49.56 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 918 | 11.14 | 171 | 58.88 | ||||
| 2025-08-14 | 13F | 贝克资本管理有限公司 | 1,873 | 349 | ||||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 329,702 | 4.47 | 61 | 52.50 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 161,403 | 2.35 | 30,042 | 46.84 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 52,473 | 24.63 | 10 | 80.00 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 757,008 | 6.70 | 140,902 | 53.09 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 383,974 | 1.40 | 71,469 | 45.49 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,089 | 1,049 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 431,296 | 49.54 | 80,277 | 114.56 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 1,247 | 232 | ||||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 6,955 | 109.05 | 1,295 | 200.23 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 33 | 6 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,164,784 | 7.01 | 216,801 | 53.53 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 8,909,365 | 2.14 | 1,658,300 | 46.55 | ||||
| 2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 1,250 | 233 | ||||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76,518 | 3.46 | 10,604 | 13.27 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,052 | 2.34 | 382 | 46.54 | ||||
| 2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 1,309,602 | 2.11 | 181,485 | 11.79 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 43,276 | 30.39 | 8,002 | 85.90 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,331 | 248 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,405 | 66.27 | 300 | 174.31 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 942 | 132.02 | 160 | 190.91 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 863 | 106.95 | 120 | 128.85 | ||||
| 2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 139,649 | 19,353 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,512 | 24.01 | 654 | 77.93 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 22,775 | 18.43 | 4,239 | 69.97 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 1,343 | 250 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 268 | 1.52 | 50 | 44.12 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 2,128 | 25.99 | 396 | 80.82 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 1,564 | 291 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,904 | 9.33 | 727 | 56.80 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 4,707 | 108.64 | 876 | 200.00 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,397,860 | 1.76 | 446,314 | 46.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | 95,009 | 819.56 | 17,684 | 1,219.70 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 34,680 | 2.61 | 4,806 | 12.32 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 4,051 | 3.93 | 754 | 49.31 | ||||
| 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 | 232,294 | 0.30 | 39,464 | 24.74 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 3,635,999 | 51.76 | 676,769 | 117.73 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 66,963 | 9.87 | 12 | 71.43 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 5,334 | 198.82 | 993 | 329.44 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 69,570 | 105.18 | 12,949 | 280.96 | ||||
| 2025-07-30 | 13F | 道德公司 | 46,202 | 2.90 | 8,543 | 44.36 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 94 | 17 | ||||||
| 2025-08-27 | NP | CLTAX - Catalyst/Lyons 战术分配基金 A 类 | 2,948 | 549 | ||||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 133 | 25 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 26,337 | 4,902 | ||||||
| 2025-08-05 | 13F | 伯尼公司/ | 117,778 | 11.07 | 21,922 | 59.35 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 1,091 | 3.61 | 203 | 49.26 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 48 | 182.35 | 9 | 300.00 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,583 | 26.04 | 205 | 49.64 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 2,640 | 491 | ||||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 535,790 | 35.75 | 99,727 | 94.76 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 772 | 24.12 | 144 | 78.75 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 4,968 | 88.25 | 925 | 170.18 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 150,400 | 12.41 | 28 | 58.82 | |||
| 2025-08-11 | 13F | Wbi 投资公司 | 6,858 | 13.21 | 1,276 | 62.55 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 124,306 | 24.13 | 23,137 | 78.10 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 11,200 | 60.00 | 2,085 | 129.52 | |||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 73,762 | 16.82 | 14 | 62.50 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 177,710 | 909.20 | 33,077 | 1,348.20 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 2,326 | 6.02 | 322 | 16.25 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 1,265 | 236 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 8,800 | 23.94 | 1,638 | 77.74 | |||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 1,912 | 356 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 60,888 | 2.84 | 11,333 | 47.57 | ||||
| 2025-08-26 | NP | QCGRRX - R1 级增长账户 | 996,530 | 40.53 | 185,484 | 101.62 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 10,840 | 32.92 | 2,018 | 90.82 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 516,164 | 15.37 | 96,074 | 65.53 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 1,915,955 | 68.80 | 356,617 | 142.18 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 9,289 | 1.76 | 1,578 | 26.65 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 19,772 | 28.11 | 3,680 | 83.82 | ||||
| 2025-07-29 | NP | RISN - Inspire 战术平衡 ESG ETF | 14,750 | 2,506 | ||||||
| 2025-08-08 | 13F | 美国信安金融集团 | 489,848 | 3.73 | 91,175 | 48.83 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 942 | 129.76 | 131 | 154.90 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 1,639 | 305 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 6 | 50.00 | 1 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 20,438 | 667.19 | 3,804 | 1,002.61 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 10,638 | 4.55 | 1,474 | 14.53 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,622 | 302 | ||||||
| 2025-08-13 | 13F | 丹卡金融 | 5,000 | 931 | ||||||
| 2025-05-02 | 13F | 新英格兰退休计划公司 | 1,999 | 259 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 205,656 | 3.37 | 38,279 | 48.32 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Select 中盘核心 VIP 基金 | 16,090 | 0.37 | 2,995 | 44.01 | ||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 2,142 | 0.47 | 399 | 44.20 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 1,945 | 362 | ||||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 72,498 | 0.71 | 13,494 | 44.50 | ||||
| 2025-07-07 | 13F | HMS 资本管理有限责任公司 | 1,691 | 315 | ||||||
| 2025-08-08 | 13F | 财务生活规划师 | 2,030 | 83.38 | 378 | 163.64 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 337,777 | 46.43 | 62,870 | 110.08 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 1,425 | 265 | ||||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 9,170 | 1,190 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 273,646 | 24.49 | 50,934 | 78.61 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 29,501 | 4,088 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 27 | 237.50 | 5 | 400.00 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 2,093 | 3.05 | 390 | 47.91 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 14,618 | 2,721 | ||||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长机会投资组合 VC 级 | 7,539 | 52.55 | 1,403 | 118.88 | ||||
| 2025-07-31 | 13F | 银橡树咨询集团有限公司 | 1,219 | 0 | ||||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 43 | 7 | ||||||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 1,881,045 | 175.28 | 350,119 | 294.95 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,815 | 7.59 | 338 | 54.59 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 5,296 | 336.96 | 986 | 527.39 | ||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 10,674 | 1,987 | ||||||
| 2025-07-28 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 413,922 | 19.44 | 70,321 | 48.54 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 7 | 1 | ||||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 89,000 | 11.25 | 16,566 | 59.62 | ||||
| 2025-08-14 | 13F | 联信银行 | 156,631 | 18.46 | 29,154 | 69.96 | ||||
| 2025-08-01 | 13F | 汽车所有者保险公司 | 7,033 | 175.80 | 1,309 | 102.63 | ||||
| 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 | 21 | 3 | ||||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,881 | 1.41 | 536 | 45.65 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 70,747 | 0.59 | 13,168 | 44.32 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 963 | 39.77 | 179 | 101.12 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 10,711 | 3,268.24 | 1,994 | 4,760.98 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 1,293 | 241 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 20,223 | 17.62 | 3,764 | 68.79 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 17,650 | 1.31 | 3,267 | 44.62 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 1,547 | 9.56 | 288 | 56.83 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 624 | 285.19 | 116 | 452.38 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 802 | 72.47 | 149 | 148.33 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 98 | 40.00 | 18 | 100.00 | ||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 3,155 | 587 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 179,731 | 16.36 | 23,317 | 38.02 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 44,519 | 0.46 | 8,286 | 44.13 | ||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 1,118 | 208 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 204,117 | 44.88 | 36,957 | 102.22 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 4,539 | 77.86 | 845 | 154.98 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,391,573 | 1,411.82 | 259,013 | 2,069.11 |
