CL:TRV / The Travelers Companies, Inc. - 机构投资人持股 - 买家

旅行者公司
CL ˙ SNSE ˙ US89417E1091
机构和基金投资人持股 - 买家

在旅行者公司中开设新头寸的主要持有者包括 RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF, 中西部信托公司, VGIIX - 摩根大通成长和收益基金 I 类, Glenmede投资管理有限公司, HFCGX - 轩尼诗基石成长基金投资者类别, EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类, FDMLX - 富达系列内在机会基金, Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a), Tableaux 有限责任公司, 瑞穗证券美国有限公司, GSPIX - 高盛机构资本增长基金, CMVIX - Blackrock Advantage 大盘成长基金机构, 湾景资产管理有限公司, 沃尔特拉技术有限公司, 基石规划有限责任公司, AssuredPartners 投资顾问有限责任公司, 原子投资者有限合伙人, J. Safra Sarasin 控股公司, 湾景资产管理有限公司, 和 养老金保障基金委员会 .

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
(%)
2025-08-14 13F 都铎投资公司等 Put 1,800 482
2025-07-28 13F Sagespring 财富合伙人有限责任公司 2,438 19.45 652 20.96
2025-08-25 NP 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,789 38.80 2,351 40.44
2025-08-27 NP JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) 22,822 19.24 6,106 20.63
2025-07-30 13F 鲍嘉财富有限责任公司 204 229.03 55 237.50
2025-08-14 13F Peak6有限责任公司 2,621 130,950.00 701
2025-08-14 13F Peak6有限责任公司 Put 37,000 368.35 9,899 373.82
2025-08-14 13F 加拿大皇家银行 802,968 14.60 214,826 15.93
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 2,682 7.07 718 8.31
2025-08-14 13F 西永资本有限公司 3,224 1.35 862 2.50
2025-08-22 NP MBAAX - 全球策略师投资组合 A 类股 815 3.56 218 4.81
2025-07-24 NP BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 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 142,155 4.52 39,192 59.54
2025-08-13 13F 斑眼贸易有限责任公司 4,851 1,298
2025-08-13 13F 斑眼贸易有限责任公司 Put 23,300 128.43 6,234 131.11
2025-07-11 13F 大水财富管理 1,404 1.45 375 2.46
2025-08-11 13F 罗斯柴尔德投资有限公司 3,685 0.71 986 1.86
2025-08-12 13F 东南资产顾问公司 1,700 455
2025-07-16 13F 布朗，莱尔/卡明斯公司 321 0.31 86 1.19
2025-08-14 13F 科维茨投资集团合作伙伴有限责任公司 46,222 408.66 12,366 414.61
2025-06-18 NP NMFAX - 全国动态美国成长基金 A 类 5,759 4.65 1,521 12.75
2025-08-14 13F USS投资管理有限公司 37,215 9.82 9,955 11.09
2025-07-14 13F 农民信托公司 1,984 33.69 531 35.20
2025-08-05 13F GHP 投资顾问公司 53,201 2.37 14,233 3.56
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 56,006 1.36 14,793 9.20
2025-08-13 13F 韩国投资公司 145,753 5.11 38,995 6.33
2025-08-22 NP FELV - 富达增强型大盘价值 ETF 37,044 67.48 9,911 69.43
2025-08-13 13F 帕克沃斯财富管理有限公司 12 71.43 3 200.00
2025-08-14 13F 斯坦斯伯里资产管理有限公司 39,136 3.07 10,470 4.27
2025-08-15 13F 蓝筹合伙人公司 779 208
2025-03-27 NP SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 3,384 258.85 830 258.87
2025-06-25 NP IMCV - iShares Morningstar 中盘价值 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 15,052 1.39 3,976 9.23
2025-08-12 13F 阿彻投资公司 982 3,537.04 263 3,642.86
2025-06-26 NP FDMLX - 富达系列内在机会基金 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 21,200 5,600
2025-08-08 13F 财富联盟 5,682 0.30 1,520 1.47
2025-08-11 13F 布朗兄弟哈里曼公司 1,323 73.85 354 75.62
2025-08-12 13F 科斯顿·麦克艾萨克合伙人事务所 2 0
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 980 10.73 259 19.44
2025-08-04 13F 西蒙快速顾问有限公司 3,147 22.45 842 23.86
2025-08-07 13F Zions Bancorporation，全国协会 /ut/ 4,688 0.09 1,254 1.29
2025-07-16 13F 签名资源资本管理有限责任公司 10 3
2025-08-25 NP LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 3,291 3.13 880 4.39
2025-08-21 NP FVALX - Forester 价值基金 N 级 270 35.00 72 38.46
2025-08-14 13F CSS 有限公司/il 2,180 9.55 583 10.84
2025-08-14 13F 迈文证券有限公司 Call 11,400 123.53 3,050 126.19
2025-07-25 13F Envestnet 投资组合解决方案公司 17,787 11.62 4,759 12.91
2025-07-28 13F RFG 咨询有限责任公司 902 3.80 241 5.24
2025-07-17 13F RH 投资集团有限责任公司 20,304 5,432
2025-07-29 13F 约菲投资管理有限公司 3,987 0.03 1,067 1.14
2025-08-14 13F CSS 有限公司/il Call 4,000 1,070
2025-08-14 13F 地平线投资有限责任公司 27,446 109.43 7,343 111.89
2025-08-26 NP EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 532 0.57 142 2.16
2025-07-30 NP ROE - Astoria 美国优质王者 ETF 6,344 2.03 1,749 8.84
2025-08-20 NP 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 19,779 2.49 5,292 3.68
2025-07-15 13F 道明私人客户财富有限责任公司 6,533 1,748
2025-08-06 13F 瑞索纳资产管理有限公司 92,351 2.88 24,656 4.00
2025-08-14 13F Lebenthal 全球顾问有限责任公司 989 10.63 265 11.86
2025-05-22 NP HDUS - 哈特福德纪律美国股票 ETF 2,183 48.71 577 63.46
2025-08-05 13F 伯尼公司/ 11,414 1.11 3,054 2.28
2025-08-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 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 8,244 2.92 2,206 4.11
2025-07-15 13F 麦克亚当有限责任公司 791 0.89 212 1.93
2025-08-27 13F 巴恩斯财富管理集团 784 0.64 210 1.46
2025-07-29 NP SDLAX - SIIT 动态资产配置基金 - A 类 5,904 15.61 1,628 23.26
2025-08-13 13F 国会财富管理有限责任公司/德国/ 17,969 51.45 4,808 53.37
2025-07-31 13F 尼萨投资顾问有限公司 87,131 0.54 23,311 1.72
2025-07-22 13F 净值顾问小组 5,512 4.12 1,475 5.36
2025-08-04 13F 克里克穆尔资产管理有限责任公司 1 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 18,146 13.09 4,855 14.40
2025-08-08 13F 综合财务规划有限公司/PA 64 1.59 17 6.25
2025-07-09 13F 信托联盟有限责任公司 961 13.46 257 15.25
2025-08-14 13F 惠灵顿管理集团有限责任公司 31,244 60.39 8,359 62.28
2025-07-23 13F RMG财富管理有限责任公司 52 14
2025-08-08 13F 拉森金融集团有限责任公司 3,581 4.07 958 5.27
2025-07-22 13F 湾港财富管理有限责任公司 15 114.29 4 300.00
2025-07-10 13F 交易所交易概念有限公司 854 4.66 228 6.05
2025-08-07 13F 米德咨询服务公司 5,883 4.62 1,574 5.85
2025-08-07 13F Parkside 金融银行与信托 1,953 5.40 523 6.53
2025-08-14 13F Mml 投资者服务有限公司 33,297 37.60 9 33.33
2025-08-12 13F 德国商业银行 72,355 24.74 19 26.67
2025-07-24 NP HNDRX - Horizon 定义风险基金投资者类别 3,462 8.05 954 15.22
2025-06-30 NP PALC - Pacer Lunt 大盘多因素交流发电机 ETF 6,685 1,766
2025-07-17 13F 朱红财富管理有限公司 767 0.39 205 1.49
2025-08-11 13F 塔桥顾问 13,163 17.39 3,522 18.75
2025-07-30 13F 阿维迪安财富解决方案有限责任公司 921 18.69 246 20.00
2025-07-24 13F LMCG 投资有限公司 2,332 0.73 624 1.80
2025-08-26 NP QCSCRX - 社会选择账户类别 R1 255,868 2.85 68,455 4.05
2025-08-06 13F 瓦尔丁森布鲁纳财务规划有限责任公司 868 0.58 232 1.75
2025-08-05 13F 核心另类资本 1,245 16.90 333 18.51
2025-06-26 NP FULVX - 富达美国低波动股票基金 1,579 5.48 417 13.62
2025-06-25 NP QIDX - Indexperts 优质盈利 ETF 696 136.73 184 154.17
2025-08-13 13F RSM美国财富管理有限公司 15,057 0.95 4,028 2.13
2025-08-22 NP FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 354,644 0.27 94,881 1.44
2025-08-14 13F 威望财富管理集团有限责任公司 558 78.85 149 81.71
2025-07-01 13F 公园国家公司/哦/ 2,580 1.57 690 2.83
2025-08-12 13F MAI资本管理 14,313 5.17 3,829 6.42
2025-07-18 13F 荷宝机构资产管理有限公司 738,901 86.48 197,686 88.65
2025-08-14 13F/A 洛克菲勒资本管理有限责任公司 33,650 23.77 9,003 25.22
2025-08-14 13F 明治安田生命保险公司 4,181 7.62 1,119 8.86
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 220,300 97.58 58,939 99.88
2025-08-13 13F Millstone Evans 集团有限责任公司 137 28.04 37 28.57
2025-07-14 13F 战略规划集团有限责任公司 19,700 4.60 5,271 5.82
2025-08-13 13F 象限资本集团有限公司 6,478 30.74 1,733 32.29
2025-07-22 13F 签名财富管理合作伙伴有限责任公司 750 201
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,281 7.56 343 8.92
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 13,153 148.22 3,519 151.11
2025-06-26 NP CRQSX - 天主教责任投资股票指数基金机构股 20,038 9.77 5,293 18.26
2025-08-13 13F 格兰瑟姆·梅奥·范·奥特卢有限公司 6,080 1,627
2025-08-20 NP AQRNX - AQR N 类多资产基金 6,628 581.19 1,773 589.88
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 130,336 0.37 35,934 7.05
2025-06-24 NP QABGX - 联邦 MDT 平衡基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,773 9.38 1,525 17.77
2025-06-26 NP FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,932 4.79 2,887 12.91
2025-07-18 13F 新浪潮财富顾问有限公司 805 0.88 215 1.90
2025-08-14 13F 沃尔特拉技术有限公司 Call 4,600 1,231
2025-08-14 13F 沃尔特拉技术有限公司 2,759 738
2025-08-14 13F 沃尔特拉技术有限公司 Put 8,400 2,247
2025-08-12 13F 旅程战略财富有限公司 1,521 65.15 407 67.49
2025-07-31 13F 林登托马斯咨询服务有限责任公司 3,691 0.16 987 1.33
2025-08-15 13F CI 私人财富有限责任公司 290,633 107.67 77,756 110.08
2025-08-13 13F 联合爱马仕有限公司 806,535 8.54 215,780 9.80
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 379,446 0.27 101,517 1.44
2025-08-26 NP JUSA - 摩根大通美国研究增强型大盘股ETF 59 118.52 16 114.29
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 198,364 2.33 52,394 10.24
2025-08-12 13F William B. Walkup 及 Associates, Inc. 13,139 3,515
2025-08-12 13F LPL 金融有限责任公司 263,501 27.91 70,497 29.40
2025-06-27 NP VLLU-Harbor AlphaEdge 大盘价值 ETF 38 10
2025-08-07 13F 康纳克拉克伦投资管理有限公司 159,805 49.27 42,754 51.01
2025-07-16 13F 博蒙特财务顾问有限责任公司 4,914 2.31 1,315 3.46
2025-07-24 13F 标准人寿安本有限公司 198,525 11.67 53,113 13.53
2025-08-12 13F 西北互助投资管理公司 7,228 0.22 1,934 1.36
2025-08-29 NP EPS - WisdomTree 美国大型基金 不适用 8,217 1.42 2,198 2.61
2025-08-22 NP QQMNX - Federated Hermes MDT 市场中性基金机构股票 31,886 8.26 8,531 9.51
2025-07-08 13F 爱华顾问有限公司 1,108 5.62 296 6.86
2025-08-28 NP SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 312,658 11.70 83,649 13.00
2025-08-28 NP SELV - SEI 增强型低波动性美国大盘 ETF 5,488 7.99 1,468 9.31
2025-08-01 13F 贝西默集团公司 10,951 2.22 3 0.00
2025-08-13 13F 基尔特集团有限公司 14 4
2025-06-18 NP RGEAX - 全球股票基金 A 类 11,180 8.25 2,953 16.59
2025-08-19 13F 德洛斯财富顾问有限责任公司 100 27
2025-08-15 13F 龙骨点有限责任公司 1,191 33.82 319 35.32
2025-08-08 13F Avantax 咨询服务公司 30,407 8.13 8,135 9.37
2025-07-25 13F 协和财富合作伙伴 7,219 1.50 1,931 2.71
2025-07-21 13F 未来资产环球投资有限公司 50,739 11.50 13,575 13.88
2025-08-14 13F 沿海桥梁顾问有限责任公司 4,359 5.04 1,166 6.20
2025-07-31 13F/A 交换资本合作伙伴有限责任公司 2,472 0.12 661 1.38
2025-07-24 NP FEIAX - 富达顾问股票收益基金 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 119,700 5.28 33,001 12.29
2025-05-22 NP VMAX - 哈特福德美国价值 ETF 1,066 6,562.50 282 9,266.67
2025-07-25 13F 主权金融集团公司 969 0.52 259 1.97
2025-07-29 13F AssuredPartners 投资顾问有限责任公司 8,093 2,165
2025-08-11 13F 第一美国信托公司、联邦安全局 1,594 9.40 427 10.65
2025-08-27 NP BBISX - Sterling Capital 行为大盘价值股票基金机构类别 2,330 253.03 623 364.93
2025-07-22 NP FLCC-联邦 Hermes MDT 大型核心 ETF 1,085 43.14 299 53.33
2025-08-12 13F 河滨投资集团有限责任公司 2,662 84.73 712 86.88
2025-07-29 13F S-Bank基金管理有限公司 1,050 281
2025-07-29 NP TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,946 110.68 4,948 124.76
2025-07-21 13F 库存银行和信托公司 4,781 8.05 1,279 9.32
2025-07-17 13F 穆迪林恩利伯森有限公司 2,312 0.65 619 1.81
2025-08-28 NP NZAC - SPDR MSCI ACWI 低碳目标 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 923 2.44 247 3.36
2025-07-15 13F 频谱规划与咨询服务公司 1,070 286
2025-06-26 NP DFVX - 维度美国大盘矢量 ETF 8,725 10.15 2,305 18.64
2025-08-26 NP GPIX - 高盛 S&P 500 核心溢价收入 ETF 4,433 73.57 1,186 75.70
2025-07-25 NP MFSV-MFS主动价值ETF 4,793 16.79 1,321 24.62
2025-06-26 NP FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77,122 0.97 20,370 8.78
2025-08-26 NP VVIPX - Voya VACS 指数 S 系列投资组合 17,280 0.23 4,623 1.40
2025-08-28 NP GPIGX - GuidePath(R) 增长和收入基金 1,051 1.35 281 2.55
2025-07-22 13F 克拉瑞斯集团有限责任公司 2,802 4.98 750 6.24
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 141,138 3.60 37,760 4.80
2025-08-13 13F 琼斯金融公司有限责任公司 6,863 25.65 1,808 26.35
2025-08-18 13F/A 野村控股公司 57,190 327.33 15,301 332.33
2025-07-15 13F 传统金融集团有限责任公司 2,587 8.33 692 9.67
2025-08-06 13F 森吉咨询小组 1,332 0.53 367 8.26
2025-08-25 NP SBSPX - QS S&P 500 指数基金 A 类 2,816 2.33 753 3.58
2025-07-30 13F 道德公司 46,194 0.87 12,163 0.40
2025-08-13 13F VestGen Advisors, LLC 1,210 6.05 324 7.31
2025-06-30 NP QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF 3,608 16.92 953 25.93
2025-07-29 NP VMVLX - Vanguard Mega Cap Value Index Fund 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 125,931 10.24 34,719 17.58
2025-07-23 13F 忠诚金融集团咨询服务有限责任公司 1,084 2.07 290 3.57
2025-08-11 13F 波特赛德财富集团有限责任公司 1,031 30.84 276 32.21
2025-08-12 13F Leigh Baldwin & Co., Llc 1,040 1.27 278 2.58
2025-06-30 NP NSFJX - Natixis 可持续未来 2045 基金 N 类 82 7.89 22 16.67
2025-07-24 NP BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,146 38.62 8,311 47.86
2025-08-14 13F 德肖公司 169,690 34.24 45,399 35.80
2025-07-16 13F 西科资本有限责任公司 179 38.76 48 38.24
2025-08-12 13F 支点资产管理有限公司 7,127 1,907 766.36
2025-08-27 NP RYTTX - 标准普尔 500 2x 策略基金 A 734 1.24 196 2.62
2025-08-28 NP BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,843 761
2025-08-06 NP 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 8,182 1.44 2,189 2.63
2025-08-04 13F Pensionmark 金融集团有限公司 2,179 21.06 583 22.48
2025-07-22 13F 旧国家银行/in/ 5,536 23.63 1,481 25.08
2025-06-26 NP QRFT - QRAFT AI 增强型美国大盘 ETF 65 30.00 17 70.00
2025-07-29 13F 统一顾问有限责任公司 15,441 0.44 4,131 1.62
2025-07-10 13F 焦点金融网络有限公司 8,081 1.21 2,162 2.37
2025-06-30 NP LGDX - Intech 标准普尔大盘多元化阿尔法 ETF 988 261
2025-06-26 NP FLRG - 富达美国多因素 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,896 101.53 2,086 151.81
2025-06-26 NP FSMVX - 富达中型价值基金 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 62,700 39.02 16,561 49.77
2025-08-13 13F 第一信托顾问有限公司 1,460,477 21.50 390,736 22.91
2025-08-14 13F 催化剂金融合作伙伴有限公司 1,225 3.20 328 4.47
2025-08-14 13F 大和证券集团公司 116,157 5.12 31 6.90
2025-07-25 13F 资产规划有限公司 183 0.55 49 0.00
2025-07-10 13F 值得资产管理有限责任公司 980 262
2025-08-12 13F 石板石财富有限责任公司 5,801 4.67 2 0.00
2025-07-29 NP CLSE - 融合多/空股票 ETF 3,806 1,049
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 321,330 17.26 84,873 26.32
2025-07-28 NP SPVU - Invesco S&P 500 增强价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,690 14.00 1,293 21.64
2025-08-13 13F 裸金融服务公司 17 1,600.00 5
2025-07-18 13F 第一太平金融 15,668 34,717.78 4,192 38,000.00
2025-08-20 NP HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金 48 300.00 13 300.00
2025-07-25 13F 养老金保障基金委员会 5,300 1,418
2025-06-23 NP USMV - iShares Edge MSCI Min Vol USA 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 851,073 1.07 224,794 8.88
2025-08-08 13F 毕尔巴鄂比斯开阿根廷银行 77,773 42.89 20,802 44.42
2025-07-25 13F 航点财富顾问 755 202
2025-08-12 13F AlphaCore资本有限责任公司 1,506 64.95 403 66.80
2025-08-13 13F 帕纳戈拉资产管理公司 243,966 5.11 65,271 6.34
2025-08-20 NP AQGNX - AQR 全球股票基金 N 类 707 189
2025-08-14 13F 富国银行/百万 827,701 2.38 221,443 3.58
2025-08-06 NP 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 12,399 22.46 3,317 23.91
2025-04-29 13F 卡兰资本有限责任公司 1,171 15.26 310 26.64
2025-07-28 NP ISPY - ProShares 标准普尔 500 高收益 ETF 3,571 17.47 985 25.35
2025-07-30 13F 基石咨询有限责任公司 1,026 0.29 275 0.00
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 55,567 7.17 14,866 8.42
2025-08-11 13F B.梅茨勒塞尔。索恩公司 17,906 2.17 4,791 3.37
2025-08-22 NP FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,529,135 3.13 409,105 4.34
2025-08-13 13F 施罗德投资管理集团 104,633 4.52 27,994 6.81
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 5,395 4.05 1,443 5.25
2025-07-15 13F 灰点有限责任公司 3,198 2.50 856 3.64
2025-07-31 13F/A 亚飞财富 50 92.31 0
2025-08-08 13F 安大略省教师养老金计划委员会 4,417 1,182
2025-07-11 13F IFM 投资者有限公司 43,451 2.82 11,625 4.02
2025-07-25 13F 我们是一七有限责任公司 7,292 1.94 1,951 3.12
2025-08-13 13F 德克萨斯州雇员退休制度 1,836 0
2025-07-23 13F 冯托贝尔控股有限公司 Call 4,000 1,070
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 3,756 2.51 1,005 3.72
2025-07-14 13F 公园大道证券有限公司 14,949 19.60 4 33.33
2025-08-26 NP IVE - iShares S&P 500 价值 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 359,872 2.12 96,280 3.31
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 1,039 7.56 278 8.63
2025-08-13 13F 法国集团 30,427 18.32 8,105 19.97
2025-06-26 NP 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 233 20.10 62 29.79
2025-08-29 NP CHGX - Stance 可持续 Beta ETF 4,939 1,321
2025-08-07 13F 三菱UFJ国际资产管理有限公司 558,081 7.05 149,309 8.29
2025-08-13 13F 双峰财富顾问有限责任公司 113 30
2025-07-18 13F 纯财务顾问公司 2,156 105.33 577 107.94
2025-07-14 13F 梅森有限责任公司 474 0.85 127 1.61
2025-08-05 13F 斯卡伯勒顾问有限责任公司 66 18
2025-07-23 13F Klp资本管理公司 80,679 1.13 21,585 2.30
2025-07-25 13F 海明顿财富管理 520 11.35 0
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 22,086 1.87 5,909 3.05
2025-08-14 13F 骑士桥资产管理有限公司 1,091 18.72 292 19.75
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 5,784 28.39 1,528 38.32
2025-08-14 13F 第一集团贸易有限公司 Call 26,500 516.28 7,090 523.48
2025-08-11 13F 基石规划集团有限责任公司 157 63.54 42 70.83
2025-08-14 13F 巅峰资产管理有限责任公司 1,869 3.03 500 4.38
2025-08-27 NP HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 230 43.75 62 45.24
2025-07-16 13F 凯斯米尔资本管理有限公司 5,979 6.56 1,600 7.82
2025-07-08 13F 并行顾问有限责任公司 6,866 3.33 1,837 4.55
2025-07-28 NP UPRO - ProShares UltraPro S&P500 11,632 15.82 3,207 23.50
2025-08-12 13F Quadcap 财富管理有限责任公司 7,379 29.39 1,974 30.90
2025-07-28 NP AVUQ-Avantis美国优质ETF 33 9
2025-08-11 13F 诺德万德顾问有限责任公司 6,890 4,493.33 1,843 4,625.64
2025-08-04 13F 梅斯罗金融投资管理公司 1,990 2.31 533 3.50
2025-08-08 13F 福斯塔·阿普丰登 50,300 20.33 13,457 21.74
2025-08-13 13F NEOS投资管理有限责任公司 17,233 26.09 4,611 27.56
2025-08-13 13F United Super Pty Ltd 作为建筑工会养老金基金受托人 3,500 936
2025-08-29 NP 投票 - 1 号引擎 Transform 500 ETF 3,476 2.15 905 0.67
2025-07-16 13F 圣日耳曼 DJ 公司 1,370 37.14 367 38.64
2025-08-06 13F 爱格夫管理有限公司 10,986 2.69 2,939 3.89
2025-08-11 13F CBIZ投资咨询服务有限责任公司 42 600.00 11 1,000.00
2025-07-15 13F 密苏里信托投资公司 100 122.22 27 136.36
2025-08-22 NP FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 161,708 38.91 43,263 40.53
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 4,153 4.16 1,097 12.18
2025-08-06 13F 第一地平线顾问公司 146,906 2.23 39,303 3.42
2025-07-14 13F UMA 金融服务公司 171 4.91 46 4.65
2025-07-30 13F 菲利普斯金融管理有限公司 1,027 11.75 275 12.76
2025-08-07 13F PFG顾问 4,959 16.55 1,327 17.87
2025-08-13 13F 帕特里克·M·斯威尼联合公司 2,015 1.00 532 0.95
2025-08-14 13F 舍布鲁克公园顾问有限公司 1,063 284
2025-08-28 NP 指数 - S&P 500(R) 等权重空载股 598 2.40 160 3.25
2025-08-15 13F 公平控股公司 4,286 18.20 1,147 19.62
2025-08-11 13F 德汇惠特尼信托有限责任公司 4,789 0.72 1,281 1.91
2025-06-26 NP FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,500 16.98 17,829 26.03
2025-05-06 13F 嘉德财富管理有限公司 0 0
2025-07-21 13F 昆特资本有限责任公司 1,130 1.35 302 2.72
2025-08-14 13F Principia 财富咨询有限公司 12 71.43 3 200.00
2025-08-05 13F 柏拉图投资管理有限公司 5,065 0.06 1,350 -0.22
2025-07-10 13F 巴德尔银行 2,062 35.21 552 36.72
2025-08-07 13F Proficio 资本合作伙伴有限责任公司 1,850 7.06 495 8.33
2025-07-25 NP SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,032 2.78 4,696 9.62
2025-08-14 13F 第一资产管理有限公司 22,363 123.63 5,887 124.95
2025-07-29 13F 向量研究管理有限责任公司 4,100 1.71 1,097 2.91
2025-08-13 13F 挪威银行 3,046,321 815,013
2025-07-29 13F 北欧联合银行投资管理公司 21,793 7.62 5,760 7.46
2025-08-22 NP DFVE-DoubleLine财富500指数等权重ETF 122 6.09 33 6.67
2025-08-26 NP INGIX - Voya 美国股票指数投资组合 I 类 18,398 5.01 4,922 6.24
2025-07-17 13F 圣犀牛资本有限公司 1,234 1.31 330 2.48
2025-07-30 13F Onyx Bridge 财富集团有限责任公司 1,149 0.09 308 1.32
2025-08-27 NP RYFIX - 金融服务基金投资者类别 928 4.27 248 5.53
2025-08-13 13F 蒂阿胡迈朗吉投资管理有限公司 25,937 4.86 7 0.00
2025-08-28 NP VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,013 28.50 1,074 30.06
2025-07-22 NP FLCV-联邦 Hermes MDT 大盘价值 ETF 2,362 29.85 651 38.51
2025-08-14 13F 韦瑟比资产管理公司 9,466 4.23 2,533 15.78
2025-08-14 13F TCG 咨询服务有限责任公司 2,721 8.49 728 9.65
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 79,127 1.93 20,900 9.81
2025-08-12 13F 普罗维登斯财富顾问有限责任公司 5,043 3.66 1,332 3.82
2025-08-14 13F Aqr资本管理有限公司 1,454,118 1.56 384,752 1.81
2025-08-14 13F 霍华德休斯医学院 49 13
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 7,821 6.00 2,092 7.23
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 223 60
2025-08-12 13F 奥肖内西资产管理有限公司 147,923 12.79 39,575 14.10
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 5,106 11.07 1,408 18.43
2025-07-11 13F 格罗夫银行与信托 753 2.31 201 3.61
2025-08-01 13F 纽约人寿投资管理有限公司 33,879 1.16 9,064 2.34
2025-07-25 NP SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114,635 0.97 31,605 7.69
2025-08-26 NP THEQ - T. Rowe Price 对冲股票 ETF 40 11.11 11 11.11
2025-07-23 13F 萨克斯财富顾问有限公司 2,071 554
2025-04-01 NP FYLG - Global X Financials 备兑看涨期权和成长 ETF 65 14.04 16 7.14
2025-05-15 13F 卡普罗克集团有限公司 14,367 3.02 3,800 13.10
2025-08-12 13F 联合银行 2,734 1.45 731 2.67
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 79,606 18.63 21,298 20.01
2025-08-27 NP TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 1,338 3.00 358 4.08
2025-07-16 13F 伦道夫公司 1,503 26.20 402 28.03
2025-08-06 13F 荷兰集团 15,595 5.31 4,172 6.54
2025-07-22 NP GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF 9,166 1.74 2,527 8.55
2025-08-01 13F SYM金融公司 1,641 3.53 439 4.77
2025-08-07 13F 虎钳技术公司 7,017 61.46 1,877 79.45
2025-08-15 13F 嘉实基金管理有限公司 1,635 2.57 0
2025-08-08 13F 基金会投资顾问有限责任公司 3,146 16.17 842 17.46
2025-08-06 13F Kcm 投资顾问有限公司 18,280 1.75 4,891 2.93
2025-07-17 13F 催化财富 RIA 有限责任公司 1,818 486
2025-07-25 13F 正义投资有限责任公司 39,242 21.59 10,512 23.16
2025-05-15 13F 德克萨斯州永久学校基金 24,639 6,508
2025-06-23 NP LVPIX - 大盘价值深度投资者类别 1,252 1,204.17 331 1,334.78
2025-08-05 13F 繁荣咨询集团有限责任公司 1,041 2.06 279 3.35
2025-07-21 13F 部门财富管理有限责任公司 1,612 0.19 431 1.41
2025-08-13 13F 资本基金管理公司 Put 13,100 3,505
2025-07-07 13F 萨默塞特信托公司 1,311 2.02 351 3.24
2025-08-13 13F 第一国家顾问有限责任公司 8,751 1.04 2,341 2.23
2025-06-24 NP SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 502,336 0.45 132,682 8.22
2025-07-08 13F 亨里克森·诺塔财富顾问公司 1,402 0.43 375 9.65
2025-07-18 13F PFG 投资有限责任公司 3,704 6.10 991 7.26
2025-07-14 13F 施泰格瓦尔德、戈登和科赫公司 95,047 0.04 25,429 1.21
2025-06-30 NP DYLG - Global X Dow 30 备兑看涨期权和成长 ETF 343 30.42 91 40.63
2025-07-30 13F 帕西恩私人财富有限责任公司 920 246
2025-08-11 13F 沃杜州银行 11,191 31.86 3 0.00
2025-07-24 13F 强塔咨询服务 993 266
2025-08-08 13F Advyzon投资管理有限责任公司 752 201
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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 121,638 7.85 33,536 15.03
2025-08-11 13F HighTower 顾问有限责任公司 169,178 5.47 45,262 6.69
2025-06-27 NP DALVX - Dunham 大盘价值基金 A 类 11,214 9.82 2,962 18.30
2025-04-01 NP XYLE - Global X S&P 500 ESG 备兑看涨 ETF 17 41.67 4 100.00
2025-08-04 13F 资产标记公司 13,637 400.44 3,649 406.67
2025-07-10 13F 财富增值咨询服务有限公司 172,666 6.37 45,606 6.24
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 25,117 6,720
2025-08-18 13F 雷克斯福德资本公司 2,352 629
2025-08-01 13F 里程碑资产管理集团有限责任公司 830 0.36 222 1.83
2025-08-11 13F 贝尔投资顾问公司 321 1.26 86 2.41
2025-08-26 NP IAK - iShares 美国保险 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 201,738 6.84 53,973 8.08
2025-08-04 13F 阿卡迪奥斯财富顾问 3,023 79.94 809 81.98
2025-08-12 13F 摩根大通公司 7,626,750 10.93 2,040,475 12.23
2025-08-14 13F 奥斯特维斯资本管理公司 96 1,820.00 26 2,400.00
2025-08-14 13F 拉弗蒂资产管理有限责任公司 75,330 1.35 20,154 2.53
2025-08-29 NP JIDVX - Janus Henderson 美国股息收入基金 I 类 3,731 7.52 998 8.83
2025-07-24 NP CMVIX - Blackrock Advantage 大盘成长基金机构 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 12,981 3,579
2025-08-11 13F 先锋集团公司 22,047,005 1.44 5,898,456 2.62
2025-08-06 13F 穆尔斯与卡博特公司 9,585 5.43 2,564 6.66
2025-05-05 13F 林布鲁克资本有限公司 4,388 3.32 1,160 13.39
2025-08-28 NP LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,588 2.98 9,789 4.18
2025-06-26 NP NULC - Nuveen ESG 大盘 ETF 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 853 19.64 225 29.31
2025-08-07 13F 洛杉矶资本管理有限公司 3,927 252.51 1,051 257.14
2025-06-24 NP JQUA - 摩根大通美国品质因素 ETF 90,373 2.82 23,870 10.77
2025-08-29 NP DLN - WisdomTree 美国大型股红利基金 不适用 42,158 2.99 11,279 4.18
2025-06-27 NP SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 9,262 19.66 2,446 28.94
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 9,712 19.98 2,598 21.40
2025-07-11 13F 多元化信托公司 13,264 1.06 3,549 2.22
2025-08-13 13F 丰业资本公司 1,449 26.77 388 28.15
2025-07-16 13F 普兰公司有限责任公司 1,378 1.25 369 2.51
2025-08-14 13F 莫尼塔集团投资顾问有限公司 1,981 25.46 530 26.86
2025-08-08 13F 等投资顾问公司 55,663 1.38 14,892 2.56
2025-08-14 13F 安大略省投资管理公司 27,628 3.53 7,392 4.73
2025-07-22 13F 威尔纳和海勒有限公司 1,160 0.43 310 1.64
2025-08-04 13F Bridgewealth 咨询集团有限责任公司 1,179 315
2025-08-26 NP IXG - iShares 全球金融 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 9,020 4.11 2,413 5.33
2025-07-10 13F 阿迪克斯财富管理有限公司 899 241
2025-08-01 13F 霍华德资本管理公司 1,423 7.07 382 8.83
2025-07-01 13F 苏福尔斯第一国民银行 2,564 0.71 686 1.78
2025-07-28 NP UDOW - ProShares UltraPro Dow30 67,613 1.09 18,641 7.82
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 107 29
2025-08-14 13F 本杰明·爱德华兹公司 6,606 3.27 1,767 4.49
2025-08-05 13F 联邦退休投资有限责任公司 4,121 1,103
2025-08-29 NP STRV - Strive 500 ETF 4,143 15.02 1,108 16.39
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 115,074 0.85 30,787 2.02
2025-06-27 NP SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 21,468 39.32 5,670 50.12
2025-05-01 13F 谢克特投资顾问有限公司 2,038 6.31 539 16.70
2025-08-12 13F 迈诺特·德布洛伊斯顾问有限公司 3,311 0.18 886 1.26
2025-08-28 NP SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 245,701 2.70 65,735 3.90
2025-07-08 13F 上升顾问有限责任公司 136 0.74 36 2.86
2025-08-26 NP TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 521,705 3,988.28 139,577 5,280.72
2025-08-01 13F 桑坦德银行, SA 49,612 22.32 13,273 23.76
2025-08-14 13F 沃伦·艾弗里特资产管理有限责任公司 5,019 7.11 1,343 8.31
2025-08-13 13F 测量财富私人客户集团有限责任公司 2,665 28.00 713 29.45
2025-06-26 NP DYNF - 贝莱德美国股票因子轮换 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 913,948 11.63 241,401 20.25
2025-08-14 13F 比尔德·哈里斯财富管理有限责任公司 534 4.50 143 5.19
2025-08-13 13F 约翰逊金融集团公司 7,247 6.40 1,939 7.61
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 36,136 7.49 9,963 14.65
2025-07-15 13F 灯塔投资咨询服务公司 1,051 13.01 281 14.69
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 6,510 13.59 1,742 14.92
2025-08-14 13F 威斯康星州投资委员会 159,873 21.47 42,772 22.88
2025-07-14 13F 机械银行信托部 1,900 11.76 508 13.14
2025-08-05 13F 密歇根州退休系统 64,753 5.20 17,324 6.43
2025-08-26 NP FT Vest 股息上涨总回报基金 3,805 20.56 1,018 21.94
2025-08-07 13F 第1620章 2,365 1.11 633 2.27
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 34,685 4.79 9,563 11.77
2025-07-17 13F 帕克普雷斯资本公司 165 33.06 44 37.50
2025-06-26 NP FDGFX - 富达股息增长基金 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 123,800 30.87 32,699 40.55
2025-06-26 NP HFCGX - 轩尼诗基石成长基金投资者类别 24,700 6,524
2025-08-22 NP XAOKX - 指数 500 投资组合初始类别 73,277 0.17 19,605 1.34
2025-08-28 NP SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,822 1.96 11,457 3.15
2025-06-23 NP PLFMX - 大型股标准普尔 500 指数基金 R-3 39,945 1.87 10,551 9.74
2025-08-13 13F 诚信合作伙伴有限责任公司 102,911 16.38 27,533 17.74
2025-06-26 NP FLPSX - 富达低价股票基金 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 174,578 657.72 46,111 716.41
2025-07-29 13F 切维蔡斯信托控股公司 120,189 0.61 32,155 1.79
2025-07-17 13F 一财富顾问有限责任公司 1,226 0.25 328 1.55
2025-08-07 13F HighPoint 顾问集团有限责任公司 6,684 2.20 1,788 3.59
2025-08-08 13F 国民年金服务 733,763 39.98 196,311 41.61
2025-06-26 NP FSUMX - 富达系列可持续美国市场基金 510 14.09 135 22.94
2025-07-21 13F HighMark 财富管理有限责任公司 5,572 0.02 1,491 1.22
2025-08-13 13F 殖民地信托公司 / SC 1,486 0.20 398 1.28
2025-08-14 13F 魁北克加丁储蓄银行联合会 18,007 7.26 4,819 8.54
2025-08-12 13F APG 资产管理公司 221,170 28.99 50,408 20.08
2025-07-24 NP FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,860,510 0.61 788,643 7.30
2025-07-17 13F LVW 顾问有限责任公司 3,465 25.95 927 27.51
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 8,907 0.23 2,383 1.36
2025-07-30 13F IMG 财富管理有限公司 261 13.97 70 15.00
2025-08-14 13F 农林中金银行 23,773 10.56 6,360 11.85
2025-08-12 13F Tableaux 有限责任公司 20,000 20
2025-08-12 13F 个人首席财务官解决方案有限公司 1,662 112.53 445 115.53
2025-08-27 NP PRAXIS FUNDS - Praxis Impact 大盘价值 ETF 705 189
2025-07-31 13F WFA资产管理公司 2,329 0.95 474 -10.75
2025-08-08 13F 富通集团顾问有限责任公司 2,078 541
2025-08-11 13F 安菲尔德资本管理有限公司 26 36.84 7 20.00
2025-07-24 NP SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF 15,763 20.43 4,346 28.44
2025-06-26 NP GLOF - iShares Edge MSCI 多因子全球 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 693 1.91 183 10.24
2025-06-27 NP DUBS - Aptus 大盘增强收益 ETF 871 4.69 230 13.30
2025-08-13 13F 柏瑞投资有限公司 82,907 8.76 22,181 10.02
2025-07-29 NP LCIAX - Siit 大盘指数基金 - A 类 8,175 15.55 2,254 23.25
2025-08-19 13F 西姆有限责任公司 8,208 0.95 2,196 2.09
2025-07-16 13F 美国国家银行 438 217.39 117 225.00
2025-08-08 13F 创意策划 98,888 4.15 26,457 5.36
2025-08-28 NP BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,986 812.50 1,601 967.33
2025-07-10 13F 卡德罗克资本管理公司 300 80
2025-07-28 13F 米切尔·麦克劳德·皮尤威廉姆斯公司 7,621 0.05 2,039 1.19
2025-08-12 13F 动态技术实验室私人有限公司 3,090 106.00 827 108.31
2025-07-03 13F 麦克莱恩资产管理公司 1,055 1.83 271 10.61
2025-08-08 13F 橡蓟有限责任公司 8,324 249.89 2,227 254.05
2025-07-21 13F 康奈尔波奇利投资顾问公司 1,591 14.54 426 15.80
2025-07-16 13F TCI 财富顾问公司 2,353 0.60 630 1.78
2025-08-12 13F 铭文资本有限责任公司 1,430 9.08 383 26.91
2025-07-24 13F 支付宝证券公司 4 33.33 1 0.00
2025-06-26 NP ETLGX - E*TRADE 免费大盘指数基金 34 9
2025-07-25 NP SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 227,393 2.65 62,692 9.49
2025-07-15 13F 卡尔金融集团公司 996 13.57 266 15.15
2025-07-28 13F 珠穆朗玛峰财务顾问有限责任公司 3,155 1.15 844 2.43
2025-07-28 13F 忠利资产管理有限公司 21,128 46.66 5,653 48.39
2025-07-21 13F 基斯通金融集团有限公司 1,146 0.26 305 -0.65
2025-07-29 NP SLCAX - Siit 大盘基金 - A 类 14,655 8.56 4,040 15.79
2025-08-05 13F 桥水顾问公司 2,087 8.13 542 6.48
2025-08-14 13F 两西格码投资有限合伙人 33,079 311.89 8,850 316.82
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 14,627 0.12 3,863 7.87
2025-07-10 13F 长板资产管理有限公司 1,074 287
2025-08-13 13F 湾景资产管理有限公司 6,700 1,793
2025-07-22 13F Gsa资本合伙公司 2,525 20.41 1
2025-08-13 13F 梅菲尔咨询集团有限责任公司 1,190 0.17 315 0.32
2025-08-13 13F 湾景资产管理有限公司 Put 10,000 2,675
2025-06-30 NP NSFLX - Natixis 可持续未来 2055 基金 N 类 74 10.45 20 18.75
2025-08-14 13F 峰会步道顾问有限公司 3,627 970
2025-08-13 13F 资本基金管理公司 73,135 288.03 19,567 292.58
2025-08-12 13F MWA资产管理 3,978 3.32 1,064 4.42
2025-08-01 13F Y-Intercept (香港) 有限公司 10,601 66.84 2,836 68.81
2025-07-30 13F LGT 财务顾问有限责任公司 2 1
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 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 15,457 0.89 4,083 8.68
2025-08-12 13F 全球退休合作伙伴有限责任公司 1,978 21.42 529 34.95
2025-08-29 NP NACP - 影响力股票 NAACP 少数族裔赋权 ETF 408 2.51 109 3.81
2025-08-07 13F 品尼高控股有限公司 9,079 9.23 2,429 10.46
2025-07-22 13F 普利茅斯信托有限公司 5,287 6.34 1,414 7.61
2025-07-29 13F 纬度顾问有限责任公司 829 222
2025-07-24 NP NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF 8 2
2025-08-14 13F 奥伯维斯资产管理公司/ 1,917 0.10 513 1.19
2025-08-27 NP 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 7,141 24.65 1,911 26.07
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF 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 147,350 4.21 38,920 12.26
2025-08-27 NP VSLU - 应用金融估值大盘 ETF 484 52.68 129 55.42
2025-08-07 13F Gryphon 金融合作伙伴有限责任公司 3,030 3.98 811 5.19
2025-07-28 13F WealthPlan投资管理有限责任公司 1,414 378
2025-08-05 13F 阿维安斯资本合作伙伴有限责任公司 36,872 0.07 9,865 1.23
2025-08-26 NP XVV - iShares ESG 筛选的 S&P 500 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 1,956 23.64 523 25.12
2025-08-14 13F 大谷顾问集团有限公司 2,788 0.80 746 1.92
2025-07-21 13F/A 算盘规划集团有限公司 896 12.00 240 13.27
2025-08-04 13F 奎克财富管理有限责任公司 104 28
2025-07-28 NP SPMV - Invesco S&P 500 最小方差 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 271 36.18 75 45.10
2025-07-17 13F 灯塔资本管理有限责任公司 123 0.82 33 0.00
2025-08-08 13F IMA 财富公司 309 0.32 83 1.23
2025-08-14 13F 沃亚投资管理有限公司 47,649 0.73 12,748 1.91
2025-08-08 13F MTM 投资管理有限责任公司 732 196
2025-08-12 13F 曼彻斯特资本管理有限公司 1,547 0.19 414 1.23
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 22,717 3.03 6,078 4.24
2025-07-29 13F 港口资产规划有限公司 130 35
2025-08-13 13F 威廉姆森遗产集团有限责任公司 3,679 984
2025-07-31 13F 三井住友信托控股公司 903,674 0.75 241,769 1.92
2025-08-22 NP PHEQ - 参数对冲股票 ETF 1,467 9.89 392 11.05
2025-08-14 13F 牛津资产管理公司 992 265
2025-07-30 13F 克鲁顾问有限责任公司 310 16.98 83 17.14
2025-08-13 13F 卡里街合伙金融有限责任公司 7,720 0.47 2,065 1.62
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 7,778 4.84 2,081 6.01
2025-08-08 13F Meridian 财富管理有限责任公司 942 9.41 252 10.57
2025-08-14 13F 达格科公司 6,549 1,752
2025-07-17 13F 健全收入策略有限责任公司 217 102.80 58 107.14
2025-07-29 13F 芝加哥合伙人投资集团有限责任公司 2,275 13.07 602 11.48
2025-08-27 NP 保诚系列基金 - 全球投资组合 I 类 3,510 939
2025-08-06 13F 真实财富设计有限责任公司 232 37.28 62 40.91
2025-07-07 13F 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 1,016 34.93 272 36.18
2025-03-27 NP PTLC - Pacer Trendpilot 美国大盘 ETF 15,659 8.48 3,839 22.89
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 420,216 0.44 115,854 7.13
2025-08-18 NP 太平洋精选基金 - 中型价值投资组合 I 类 7,247 13.95 1,939 15.29
2025-08-08 13F 维斯特科公司 9,669 21.62 3 0.00
2025-08-11 13F 经验金融有限责任公司 8,175 0.68 2,187 1.86
2025-07-09 13F 繁荣财富管理有限责任公司 797 0.25 213 1.43
2025-07-25 NP URTH - iShares MSCI 世界 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 15,027 5.86 4,143 12.89
2025-08-12 13F 英国保诚集团 17,062 23.02 4,565 24.46
2025-08-14 13F 布斯贝基金管理有限公司 1,903 509
2025-07-18 13F 沃伦街财富顾问有限责任公司 938 5.27 251 6.38
2025-07-25 13F Verdence 资本顾问有限责任公司 22,515 5.59 6,024 6.81
2025-08-13 13F 贝克大道资产管理有限合伙人 14,230 0.34 3,807 1.52
2025-07-24 13F MFA财富服务 1,104 0.64 295 1.72
2025-07-29 13F 公民商业银行 22,131 0.58 5,921 1.75
2025-05-15 13F 乐天投资管理公司 20,731 60.28 5,427 77.76
2025-07-16 13F 奥格合作伙伴有限责任公司 776 5.58 207 6.70
2025-07-30 13F Greatmark 投资伙伴公司 62,463 2.48 16,711 3.67
2025-07-15 13F Kwmg 有限公司 26,747 0.00 7,156 1.16
2025-08-11 13F 联合顾问集团有限责任公司 1,245 1.88 333 3.10
2025-08-07 13F 奥尔沃斯金融有限公司 8,462 33.03 2,264 36.65
2025-08-12 13F 恒线顾问公司 444,156 0.91 118,829 2.08
2025-07-29 13F 卡拉莫斯财富管理有限责任公司 4,312 214.29 1,154 218.51
2025-08-12 13F/A 科扎德资产管理公司 1,669 6.44 447 7.73
2025-08-14 13F 北卡罗来纳州财政部长 105,605 2.05 28 3.70
2025-08-14 13F 综合财富概念有限责任公司 9,002 26.66 2,408 28.15
2025-06-24 NP QAACX - Federated MDT All Cap 核心基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,575 19.44 17,849 28.67
2025-08-12 13F 雅可比资本管理有限责任公司 8,603 2.42 2,302 3.60
2025-08-14 13F 原子金融集团有限公司 3,396 6.26 908 7.46
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 9,748 21.00 2,608 22.39
2025-08-14 13F 间隔合伙人有限合伙人 99,008 69.40 26,489 71.38
2025-07-25 13F 斯蒂芬斯咨询有限公司 5 1
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 42,384 80.29 11,195 94.24
2025-06-26 NP FCMVX - 富达中型价值 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 2,118 208.75 559 232.74
2025-07-24 13F 罗纳德·布鲁信托公司 5,261 0.90 1,408 2.10
2025-08-14 13F PYA沃尔特曼资本有限责任公司 6,136 10.26 1,642 11.56
2025-09-11 13F Milestones私人投资顾问有限责任公司 1,440 385
2025-08-12 13F CIBC 私人财富集团有限责任公司 18,354 0.28 4,911 13.45
2025-08-08 13F 卡拉莫斯顾问有限责任公司 66,555 0.00 17,806 1.17
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 52 14
2025-08-07 13F 传统财务顾问公司 1,223 5.16 327 6.51
2025-06-27 NP UPSD - Aptus 大盘上涨 ETF 1,368 71.00 361 84.18
2025-08-26 NP RPBAX - T. Rowe 价格平衡基金公司 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 34,505 34.52 9,231 36.09
2025-07-28 13F 里索尔兹财富管理 37,591 4.46 10,057 5.67
2025-07-15 13F 舒尔曼·德梅奥资产管理有限责任公司 1,021 0.10 273 1.49
2025-08-14 13F 水手有限责任公司 67,618 8.41 18,088 9.66
2025-08-13 13F JT 斯特拉特福德有限责任公司 6,989 21.63 1,870 23.04
2025-06-26 NP FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 103,592 1.20 27,362 9.02
2025-08-12 13F CenterBook 合作伙伴有限责任公司 2,586 692
2025-07-17 13F CWA资产管理集团有限责任公司 2,789 18.08 746 19.55
2025-07-09 13F 捷克国家银行 55,381 6.35 14,817 7.59
2025-06-27 NP YOKE——Yoke核心ETF 1,834 484
2025-06-27 NP SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,408 29.53 636 39.78
2025-08-29 NP Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I 3,635 0.86 973 1.99
2025-07-28 NP RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,958 1.15 15,152 7.88
2025-07-14 13F 伽玛投资有限责任公司 9,213 10.57 2,465 11.85
2025-08-13 13F 哈弗福德信托公司 5,343 0.87 1,429 2.07
2025-08-14 13F 苏黎世保险集团有限公司/FI 124,308 48.85 33,257 50.59
2025-08-04 13F 巴恩斯丹尼格私人财富管理有限公司 41 11
2025-07-31 13F Stegent 股权顾问公司 2,112 10.92 565 12.33
2025-06-25 NP RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF 113,375 29,946
2025-07-31 13F Ag2r La Mondiale 资产管理公司 8,766 2.11 2,345 -0.89
2025-08-12 13F 奥兹克银行 750 201
2025-08-13 13F 地理财富管理有限责任公司 380 2.98 102 4.12
2025-08-13 13F 卡里街合伙人投资咨询有限公司 727 11.85 195 13.45
2025-08-14 13F/A 巴克莱银行 1,290,784 19.83 345 21.48
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 247,569 7.73 68,255 14.90
2025-08-12 13F 景观资本管理有限公司 3,247 869
2025-07-11 13F 托马斯维尔国家银行 1,870 13.33 500 14.68
2025-04-10 13F 联合消化控股公司 3,892 121.39 1,029 143.26
2025-06-30 NP XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,378 5.42 4,062 13.56
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 1,747,474 5.17 481,779 12.18
2025-07-23 13F SGL投资顾问有限公司 19,733 1.78 5,059 -3.64
2025-07-24 NP FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,811 7.27 7,667 14.42
2025-08-07 13F 顶峰财富管理咨询集团有限责任公司 3,457 0.17 925 1.32
2025-08-14 13F 元盛资本集团有限公司 1,429 382
2025-06-27 NP BRNY - 伯尼美国因子轮换 ETF 7,102 12.55 1,876 21.20
2025-08-05 13F 美国资本咨询有限责任公司 148 2.78 40 2.63
2025-07-18 13F QTR 家庭财富有限责任公司 938 15.95 251 17.84
2025-08-13 13F 佛罗里达州退休系统国家管理局 216,780 1.05 57,997 2.23
2025-08-27 NP RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 350 284.62 94 287.50
2025-04-25 NP SNPV - Xtrackers S&P 500 价值 ESG ETF 132 2.33 34 0.00
2025-06-25 NP WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 116 146.81 31 172.73
2025-07-23 13F 马里兰州退休金系统 10,988 2.86 2,940 4.07
2025-08-27 NP VIVAX - 先锋价值指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,006,696 0.93 536,871 2.10
2025-07-15 13F BNC 财富管理有限公司 920 0.11 246 1.65
2025-07-31 13F 新罕布什尔信托 1,356 6.27 363 7.42
2025-06-26 NP PDAVX - PineBridge动态资产配置基金投资者服务股票 303 320.83 80 627.27
2025-08-14 13F 隆奥资产管理公司（瑞士） 12,983 8.64 3,473 9.91
2025-07-24 NP USCL - iShares 气候意识与转型 MSCI 美国 ETF 15,549 7.43 4,287 14.57
2025-07-10 13F 韦蒙特私人资本 3,170 6.45 809 10.82
2025-07-29 NP VFMF - Vanguard 美国多因素 ETF ETF 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 784 76.58 216 83.05
2025-07-29 13F 莱尔财富管理有限公司 1,155 309
2025-08-11 13F GW&K 投资管理有限公司 129 4.88 0
2025-06-27 NP HAPY - 港湾企业文化领袖ETF 207 7.25 55 14.89
2025-08-11 13F 综合量化投资有限责任公司 3,522 942
2025-08-11 13F VSM 财富咨询有限责任公司 335 0.30 90 1.14
2025-07-25 13F 康科德资产管理有限公司/VA 7,219 7.51 1,931 11.04
2025-08-13 13F Natixis 顾问有限公司 137,519 20.19 37 20.00
2025-06-26 NP TOK - iShares MSCI Kokusai 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 715 4.53 189 12.57
2025-04-25 13F 斯莫尔伍德财富投资管理有限公司 523 138
2025-08-11 NP CMEUX - 六圈管理股票投资组合美国无限制基金 31,501 6.56 8,428 7.79
2025-08-26 NP JEPI - 摩根大通股票溢价收入 ETF 964,113 45.92 257,939 47.62
2025-08-08 13F 哈特兰有限公司 7,151 3.82 1,913 5.05
2025-08-11 13F 安尼斯·加德纳·惠廷资本顾问有限责任公司 886 4.11 237 5.33
2025-08-14 13F Nissay 资产管理公司 /日本/ /adv 28,373 0.04 7,591 1.20
2025-07-22 13F 佩诺布斯科特投资管理公司 23,067 0.05 6,171 1.21
2025-08-26 NP QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,863 108.39 498 111.02
2025-07-25 13F 红杉财务顾问有限责任公司 13,546 11.24 3,624 12.55
2025-07-24 13F JB资本有限责任公司 4,102 7.47 1,097 8.72
2025-07-16 13F/A CX 机构 20,749 1,057.87 6
2025-07-24 NP NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF 4,016 1,107
2025-08-27 NP LGH - HCM Defender 500 指数 ETF 1,423 9.55 381 10.79
2025-07-28 NP SPXE - S&P 500 除能源 ETF 299 0.34 82 6.49
2025-07-22 13F HFM投资顾问有限责任公司 13 160.00 3 200.00
2025-07-18 13F 美国金融组合公司 3,243 868
2025-07-16 13F 旧港顾问公司 1,230 0.08 329 1.23
2025-06-26 NP FFLV - 富达基本面大盘价值 ETF 1,107 57.92 292 70.76
2025-08-05 13F 欧博迈亚伍德投资顾问有限责任公司 1,366 1.49 365 2.82
2025-07-09 13F 灯塔金融集团 6,798 0.21 1,819 1.34
2025-07-28 NP HROAX - FinTrust 收入和机会基金 A 类股票 1,000 276
2025-07-16 13F 五大洋顾问 1,132 1.62 303 2.72
2025-08-13 13F 景顺有限公司 1,547,778 14.39 414,093 15.72
2025-08-12 13F 美国世纪公司 550,878 24.26 147,382 25.71
2025-08-14 13F 南岸银行 8,541 2,285
2025-08-14 13F Fwl投资管理有限公司 158 5.33 42 7.69
2025-08-26 NP IWB - iShares Russell 1000 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 163,869 0.66 43,842 1.83
2025-08-08 13F 纽约信托银行 987 264
2025-06-26 NP ACWI - iShares MSCI ACWI 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 59,678 7.93 15,763 16.27
2025-07-24 13F PDS 规划公司 1,971 3.03 527 4.36
2025-08-27 NP VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,502 47.65 10,033 49.37
2025-07-24 NP EUSA - iShares MSCI 美国等权重 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,034 30.09 3,042 38.78
2025-07-28 NP VCAAX - 资产配置基金 3,560 38.31 981 47.52
2025-04-01 13F 基石规划有限责任公司 8,281 1,995
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 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 21,083 16.90 5,569 25.94
2025-07-24 NP FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 325,913 8.61 89,854 15.84
2025-08-07 13F 野山羊财富顾问 2,849 762
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 4,938 8.89 1,321 10.18
2025-07-24 13F 纪念碑资本管理公司 1,556 7.31 416 8.62
2025-07-24 13F 资本顾问有限公司 310 0.65 0
2025-07-10 13F 全球金融私人客户有限责任公司 879 1.50 235 2.62
2025-08-12 13F 贝莱德公司 21,551,651 3.70 5,765,929 4.90
2025-06-23 NP IYY - iShares 道琼斯美国 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 9,591 1.00 2,533 8.81
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 88,935 4.83 24,519 11.82
2025-06-30 NP 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF 1,810 0.78 478 8.64
2025-07-24 NP ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 14 4
2025-08-11 13F 领头羊顾问有限责任公司 7 2
2025-08-05 13F iA全球资产管理公司 9,854 3
2025-08-14 13F 安科拉顾问有限责任公司 7,974 0.81 2,133 2.01
2025-08-22 NP QBA2Q - 平衡投资组合初始类别 65,222 5.16 17,449 6.38
2025-08-06 13F 金州财富管理有限责任公司 119 283.87 32 287.50
2025-08-08 13F 贝拉德公司 4,685 5.19 1,253 6.46
2025-08-11 13F 忠利投资管理有限公司 940 518.42 251 527.50
2025-08-01 13F 融合投资伙伴有限责任公司 4,652 476.46 1,245 484.04
2025-08-14 13F EP 财富顾问公司 7,718 0.06 2,065 1.23
2025-07-24 13F 卡伦家族办公室有限责任公司 5,280 203.80 1,413 207.63
2025-07-29 NP SCPAX - Siit 大盘纪律股票基金 - A 类 26,567 52.81 7,325 62.97
2025-08-14 13F 目的地财富管理 1,742 3.51 466 4.49
2025-08-11 13F 五大湖顾问有限公司 215,630 0.26 57,691 1.44
2025-08-13 13F 费希尔资产管理有限责任公司 1,834 20.82 491 22.19
2025-08-04 13F 影响合伙财富有限责任公司 2,891 5.36 773 6.62
2025-07-23 13F 北方财务顾问公司 6,699 1.87 1,792 3.05
2025-08-05 13F 百年银行/AR/ 1,341 1.90 359 2.87
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 8,545 4.99 2,286 6.23
2025-08-11 13F 美国信安证券公司 3,117 4.49 834 16.02
2025-08-14 13F 信托信托公司 6,045 2.44 1,617 3.65
2025-06-26 NP LRGF - iShares Edge MSCI 多因子美国 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 28,031 49.19 7,404 60.73
2025-07-07 13F OMNI 360 财富公司 807 216
2025-06-26 NP NUDV - Nuveen ESG 股息 ETF 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 1,216 75.72 321 89.94
2025-07-29 13F TFC财务管理 14 7.69 4 0.00
2025-08-14 13F 斯皮尔斯算盘顾问有限责任公司 885 0.57 237 1.72
2025-07-22 NP GFVAX - 高盛聚焦价值基金 A 类股票 6,693 20.36 1,845 28.39
2025-07-24 NP Horizon Funds - HORIZON EXPEDITION PLUS ETF 128 204.76 35 250.00
2025-08-26 NP TFNS - T. Rowe Price 金融 ETF 112 30
2025-08-29 NP USMF - WisdomTree 美国多因素基金 不适用 7,363 12.19 1,970 13.49
2025-08-14 13F 维登咨询有限责任公司 6,395 170.86 1,711 174.04
2025-07-18 13F BSW财富合作伙伴 6,649 2.56 1,779 3.73
2025-08-22 NP CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF 259 73.83 69 76.92
2025-06-27 NP VEGN - 美国纯素气候 ETF 1,088 4.62 287 12.99
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 5,519,754 65.98 1,477 67.92
2025-08-13 13F 莫内科顾问有限责任公司 2,327 0.09 623 1.30
2025-05-22 NP ROUS - Hartford 多因子美国股票 ETF 8,540 25.13 2,258 37.35
2025-08-12 13F Winnow Wealth 有限责任公司 28 250.00 7 600.00
2025-08-08 13F 新泽西州警察和消防员退休系统 34,358 4.58 9,192 5.80
2025-06-18 NP RSEAX - 美国战略股票基金A类 73,772 8.43 19,485 16.81
2025-08-13 13F 奥西亚姆 15,951 120.20 4,268 122.82
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 5,515 8.07 1,457 16.39
2025-06-24 NP FSTRX - 联邦 MDT 大盘价值基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,336 2.51 25,181 10.44
2025-08-18 NP 太平洋精选基金 - Main Street 核心投资组合 I 类 100,594 8.55 26,913 9.81
2025-08-13 13F 第1832章 8,629 1.66 2,309 2.85
2025-07-14 13F 芝加哥信托公司 2,957 191.91 791 196.25
2025-07-15 13F 准确财富管理有限责任公司 1,166 299
2025-06-30 NP EGLE - Global X 标准普尔 500 美国收入领先者 ETF 18 5
2025-07-17 13F 风险投资远见伙伴有限责任公司 7,392 0.07 1,978 1.23
2025-08-15 13F Binnacle投资公司 659 5.10 176 6.67
2025-08-07 13F 米德资产管理公司 163 13.19 44 13.16
2025-07-16 13F 佩里贡财富管理有限责任公司 37,112 4.21 9,929 5.42
2025-07-30 13F 格林纳普街财富管理有限公司 1,205 0.58 322 1.90
2025-08-25 NP MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 14,838 52.28 3,970 54.08
2025-06-26 NP FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,962 0.28 17,951 8.03
2025-08-26 13F/A 路德教会的 Thrivent 金融 10,791 15.94 3 0.00
2025-08-13 13F 峰会金融有限责任公司 1,643 18.89 440 20.27
2025-08-13 13F 阿蒙迪 1,226,310 17.93 315,579 15.34
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 11,300 29.89 2,985 39.90
2025-06-24 NP BBUS - 摩根大通 BetaBuilders 美国股票 ETF 19,764 4.40 5,220 12.48
2025-07-18 13F 传统金融服务有限责任公司 752 201
2025-06-25 NP ILCV - iShares Morningstar 大盘价值 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 5,013 1.19 1,324 9.06
2025-08-14 13F 沃隆资本管理有限公司 1,745 69.25 467 71.32
2025-08-11 13F 一资本管理有限责任公司 1,048 6.72 280 8.11
2025-08-12 13F 银色信托公司 17,107 3.39 4,577 4.59
2025-07-22 NP GSPIX - 高盛机构资本增长基金 13,523 3,728
2025-07-17 13F 圭亚苏塔投资顾问公司 5,165 1.37 1,382 2.52
2025-08-26 NP NXTI - 简化下一个无形核心指数 ETF 12 20.00 3 50.00
2025-07-01 13F 卡伦投资集团有限公司 748 200
2025-08-06 13F 基石投资伙伴有限责任公司 205,907 0.56 55,088 1.73
2025-07-24 NP BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,077 12.32 4,432 19.82
2025-06-26 NP FLKSX - 富达低价股票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 29,066 867.58 7,677 943.07
2025-08-07 13F 中西部信托公司 90,115 24,109
2025-06-24 NP MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 996 7.91 263 16.37
2025-07-22 13F 塔尔博特金融有限责任公司 44,190 17.19 11,823 18.55
2025-07-16 13F 签名有限责任公司 6,701 1.53 1,793 2.69
2025-08-13 13F 耶鲁山投资顾问有限公司 1,861 0.05 498 1.02
2025-08-14 13F Smartleaf资产管理有限责任公司 2,918 4.96 768 5.64
2025-07-15 13F 聚焦财富管理公司 958 0.31 256 1.59
2025-08-01 13F 瑞穗证券美国有限公司 15,664 4,191
2025-08-13 13F 华尔街眼资本有限责任公司 Call 7,700 156.67 2,060 159.77
2025-07-17 13F 长滩农商信托公司 4,440 218.51 1,188 222.55
2025-08-13 13F 韦斯特家族投资公司 2,061 30.44 551 32.13
2025-08-26 13F/A MASTERINVEST 资本投资有限公司 773 207
2025-08-13 13F 华尔街眼资本有限责任公司 9,082 51.34 2,430 53.06
2025-07-17 13F 杰克逊格兰特投资顾问公司 621 0.32 166 1.84
2025-08-13 13F 华尔街眼资本有限责任公司 Put 7,900 154.84 2,114 158.00
2025-08-13 13F EverSource 财富顾问有限责任公司 2,052 95.43 549 97.83
2025-08-14 13F Xponance公司 33,484 4.66 8,958 5.89
2025-08-08 13F 大西洋信托有限责任公司 53 657.14 14 1,300.00
2025-08-26 NP JUEAX - 摩根大通美国A级股票基金 1,244,924 10.38 333,067 11.66
2025-07-29 NP VOOV - Vanguard S&P 500 价值指数基金 ETF 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 52,516 0.04 14,479 6.71
2025-08-11 13F Aptus 资本顾问有限公司 6,985 18.01 1,869 19.36
2025-08-28 NP ITOT - iShares Core S&P Total 美国股票市场 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 265,340 2.61 70,989 3.81
2025-08-07 13F 唐纳森资本管理有限公司 1,835 1.16 491 2.30
2025-07-25 13F 芝加哥期权交易所背心金融有限责任公司 158,637 37.30 42,442 38.90
2025-07-22 13F Apexium 金融有限公司 872 3.81 233 4.95
2025-08-12 13F Jw 科尔顾问公司 11,139 94.26 2,980 96.57
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 14,326 14.10 3,784 22.90
2025-08-22 NP 可变保险产品基金 II - 总市场指数投资组合初始类别 5,035 5.64 1,347 6.90
2025-07-09 13F 外汇银行 790 2.20 211 3.43
2025-08-05 13F 西区投资管理公司 217 42.76 58 45.00
2025-07-28 13F 安联资产管理有限公司 Put 13,300 35.71 3,558 37.32
2025-08-14 13F Cinctive资本管理有限责任公司 5,883 1,574
2025-08-11 13F 新边缘财富有限责任公司 12,651 9.08 3,357 9.46
2025-08-11 13F 授权基金有限责任公司 53,065 83.55 14,197 85.70
2025-08-12 13F 维度基金顾问有限公司 3,431,620 0.83 917,983 2.00
2025-08-12 13F 认可财富管理有限责任公司 19 5
2025-07-30 13F 第一公民银行和信托公司 859 4.00 230 5.05
2025-08-14 13F 原子投资者有限合伙人 7,754 2,075
2025-06-26 NP DFUV - 维度美国市场价值 ETF 170,661 10.41 45,077 18.95
2025-07-29 NP TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,116 105.04 11,611 118.70
2025-08-12 13F 乔特投资顾问公司 9,241 16.81 2,472 18.16
2025-07-24 NP FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,677 26.36 4,874 34.76
2025-08-12 13F 东京海洋资产管理有限公司 6,775 4.42 1,813 5.66
2025-08-14 13F FIL有限公司 242,314 3,260.80 64,829 3,301.26
2025-08-06 13F 索尔蒂斯投资顾问有限责任公司 3,524 9.41 943 10.69
2025-08-26 NP HLEIX - 摩根大通股票指数基金 I 类 49,684 0.25 13,292 1.42
2025-07-24 NP FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 442,954 17.93 122,122 25.78
2025-07-28 13F 双树管理有限公司 Call 8,800 2,354
2025-07-10 13F 三井住友DS资产管理有限公司 274,777 6.06 73,514 7.29
2025-07-24 13F 3Chopt 投资伙伴有限责任公司 1,093 4.69 292 5.80
2025-08-26 NP SPFFX-Sphere 500 气候基金 187 20.65 50 25.00
2025-08-12 13F 博雷尔资本管理有限公司 25 7
2025-08-13 13F 布朗咨询公司 36,437 0.16 9,748 1.33
2025-08-29 NP 多策略成长与收益基金 1,363 365
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 13,966 22.32 3,743 25.19
2025-08-22 NP PAPI - 参数股票溢价收入 ETF 4,251 21.49 1,137 22.92
2025-08-13 13F 丽都顾问有限责任公司 12,332 53.25 3,300 55.03
2025-08-28 NP BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,573 5.54 1,223 6.81
2025-07-09 13F 定义财富管理有限公司 2,001 0.70 535 1.90
2025-07-16 13F 卡哈巴财富管理公司 1,846 0.33 494 1.44
2025-08-14 13F L2 资产管理有限责任公司 1,003 5.25 268 6.35
2025-08-12 13F 创始者有限公司 2,351 629
2025-08-25 NP FTCE - First Trust 新构建核心盈利领先 ETF 668 179
2025-08-04 13F 西弗森斯特雷格公司 1,393 373
2025-08-26 NP JEPAX - 摩根大通股票溢价收入基金 A 类 150,294 40.33 40,210 41.97
2025-07-14 13F 美国资本财富顾问有限公司 62,214 0.57 16,645 1.74
2025-07-28 NP SPXV - 标准普尔 500 前医疗保健 ETF 148 7.25 41 14.29
2025-08-07 13F 伊利诺伊州市政退休基金 85,440 18.08 22,859 19.46
2025-08-12 13F 维斯特资本有限公司 1,646 723.00 0
2025-08-26 NP TRVLX - T. Rowe 价格价值基金公司 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 1,528,152 40.33 408,842 41.96
2025-07-22 13F PUREfi 财富有限责任公司 2,283 39.80 611 41.53
2025-07-22 13F IMC-芝加哥有限责任公司 Put 45,400 2.95 12,146 4.15
2025-07-23 13F 钢峰财富管理有限公司 25,897 5.86 6,928 7.10
2025-07-22 13F IMC-芝加哥有限责任公司 Call 31,700 5.67 8,481 6.91
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 201 54
2025-08-12 13F NDVR 公司 1,308 5.14 350 6.40
2025-07-29 13F Mb，Levis＆Associates，Llc 6,150 2.26 1,645 3.46
2025-06-24 NP 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF 12 3
2025-06-24 NP SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,251 1.78 1,915 9.68
2025-06-24 NP EPLIX - MainStay Epoch 美国股票收益基金投资者类别 61,074 8.37 16,131 16.75
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 5,025 14.46 1,344 27.15
2025-08-04 13F 俄亥俄州 67,079 11.97 17,946 13.27
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 5,961 6.68 1,574 14.89
2025-07-22 13F 法雷奥财务顾问有限责任公司 3,616,826 71,265.94 4,959 270.07
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 842 1,236.51 225 1,306.25
2025-07-18 13F 太平洋山投资顾问公司/id 1,870 2.75 500 3.95
2025-08-07 13F 菲德利斯资本合伙人有限责任公司 2,951 4.35 790 7.79
2025-08-28 NP FARYX - Fulcrum多元化绝对回报基金超级机构级 788 24.49 211 25.75
2025-07-25 13F 勇气米勒合伙人有限责任公司 755 202
2025-07-28 NP AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 262,199 31.66 72,288 40.42
2025-08-14 13F 魁北克储蓄银行 55,050 14,728
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 18,216 12.11 4,873 13.40
2025-08-14 13F Glenmede投资管理有限公司 49,848 13,336
2025-08-18 13F Onefund有限责任公司 598 0
2025-08-12 13F Nuveen有限责任公司 1,123,657 0.82 300,623 1.99
2025-08-19 NP Securian Funds Trust - SFT T. Rowe 价格价值基金 10,101 40.64 2,702 42.29
2025-08-14 13F 采石场LP 989 266.30 265 271.83
2025-07-30 13F 卡伦/弗罗斯特银行家公司 91,159 0.31 24,389 1.47
2025-07-25 NP USCA - Xtrackers MSCI 美国气候行动股票 ETF 18,566 4.32 5,119 11.26
2025-08-12 13F 综合顾问网络有限责任公司 2,943 47.00 787 48.77
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 11,468 8.13 3,162 15.32
2025-07-09 13F 万通信托公司 Fsb/adv 1,665 31.83 445 33.23
2025-07-25 NP LOWV - AB 美国低波动性股票 ETF 4,216 90.34 1,162 103.15
2025-07-30 13F 论坛财务管理有限合伙人 4,433 0.11 1,186 1.28
2025-08-13 13F 杰克逊溪投资顾问有限责任公司 1,100 0
2025-04-29 NP SGMAX - SIIT 全球管理波动性基金 A 类 555 143
2025-07-24 13F 罗伯逊·斯蒂芬斯财富管理有限责任公司 1,478 0.54 395 1.80
2025-08-08 13F 金斯维尤财富管理有限公司 13,830 0.17 3,700 1.31
2025-07-31 13F 白金汉战略合作伙伴 9,653 9.22 2,581 10.44
2025-07-29 NP LONAX - Longboard 另类增长基金 A 类 1,074 113.10 296 127.69
2025-08-14 13F 第一曼哈顿公司 41,795 0.26 11,182 1.42
2025-08-05 13F 卡萨迪公司财富管理有限责任公司 766 205
2025-08-12 13F 瓦德尔联合有限公司 1,074 287
2025-08-12 13F 桃树投资伙伴有限责任公司 1,117 21.94 299 23.14
2025-08-14 13F 斯蒂菲尔金融公司 177,886 2.29 47,593 3.48
2025-07-15 13F 马瑟集团有限责任公司。 2,174 2.50 582 3.57
2025-05-14 13F 法国农业信贷银行 142,755 55.36 37,753 70.57
2025-07-14 13F 托特金融咨询公司 171 101.18 46 104.55
2025-08-13 13F Westerkirk资本公司 4,100 1,097
2025-06-26 NP DUHP - 维度美国高盈利ETF 84,208 9.80 22,242 18.28
2025-08-29 13F 半人马座金融公司 2,184 2.15 1
2025-06-27 NP CVSIX - 卡拉莫斯市场中性收益基金 A 类 66,267 1.13 17,503 8.94
2025-08-12 13F 三菱日联证券美国公司 5,021 25.12 1,343 26.58
2025-08-12 13F 瑞士国家银行 685,900 7.12 183,506 8.37
2025-08-07 13F 唤起财富有限公司 2,317 65.97 620 67.75
2025-08-06 13F 顾问投资有限责任公司 1,412 21.51 378 22.80
2025-08-14 13F DecisionPoint 金融有限责任公司 2 1
2025-07-09 13F 动态顾问解决方案有限责任公司 5,275 0.82 1,411 2.02
2025-07-29 13F 卡梅尔资本合伙人有限责任公司 7,192 1,924
2025-08-01 13F Fjarde Ap-fonden /第四瑞典国家养老基金 89,551 15.03 24 15.00
2025-08-26 NP BGIG - Bahl & Gaynor 收入增长 ETF 30,648 14.77 8,200 16.12
2025-08-14 13F Ruggaard & Associates 有限责任公司 1,104 9.96 295 11.32
2025-07-30 13F Rnc资本管理有限公司 19,328 0.38 5,171 1.57
2025-06-30 NP NSFFX - Natixis 可持续未来 2030 基金 N 类 38 5.56 10 25.00
2025-06-25 NP RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,165 97.72 1,628 113.09
2025-07-28 13F 布里奇斯投资管理公司 4,387 0.23 1,174 1.38
2025-08-22 13F 斯坦斯资本有限公司 4,939 1,321
2025-08-15 13F Captrust 财务顾问 42,701 6.10 11,424 7.34
2025-08-25 NP RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,141,864 36.65 305,494 38.24
2025-08-27 NP Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) 20,520 5,490
2025-08-07 13F 英杰华公司 171,228 7.93 45,810 9.19
2025-07-29 NP PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,161 112.49 3,353 126.64
2025-08-05 13F 莱文资本策略有限公司 10,433 10.60 2,791 11.91
2025-08-13 13F 西北互助财富管理公司 26,037 5.79 6,966 7.04
2025-08-14 13F 美世全球顾问公司 /adv 101,150 9.37 27,062 10.65
2025-07-18 13F 马里诺斯特拉姆联合有限公司 1,120 0.09 300 1.36
2025-06-30 NP XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 12.50 2 100.00
2025-08-26 NP IUSV - iShares 核心标普美国价值 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 183,065 1.28 48,977 2.46
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 1,342 1.28 359 2.57
2025-06-25 NP DIVB - iShares 美国股息和回购 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 6,566 6.38 1,734 14.61
2025-08-06 13F 莫德拉财富管理有限责任公司 2,316 4.94 620 6.17
2025-08-12 13F 劳雷尔财富顾问有限责任公司 36,921 26,654.35 0 -100.00
2025-06-24 NP QLV - FlexShares 美国质量低波动指数基金 This fund is a listed as child fund of Northern Trust 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 3,360 13.36 887 22.18
2025-08-01 13F 施密特 PJ 投资管理公司 1,960 24.84 524 26.27
2025-08-14 13F 迈尔斯电力公司 80,313 15.40 21,487 16.75
2025-07-29 13F 科辛斯基资产管理公司 28,451 1.29 7,612 2.46
2025-08-01 13F Envestnet资产管理公司 705,489 3.16 188,734 4.36
2025-08-08 13F 乌龟投资管理有限公司 1,047 8.95 280 10.24
2025-08-06 13F 萨凡特资本有限责任公司 31,365 46.28 8,391 47.99
2025-07-24 13F IFP 顾问公司 13,891 1.60 3,717 2.79
2025-08-22 NP 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 63,133 21.57 16,891 22.98
2025-08-14 13F Aprio 财富管理有限公司 1,478 19.19 396 20.43
2025-08-14 13F 匡蒂诺资本管理有限公司 53,385 33.78 14,283 35.34
2025-07-10 13F 克莱尔市场投资有限公司 3,911 39.58 1,046 41.16
2025-08-11 13F Martingale 资产管理公司 86,172 0.28 23,054 1.45
2025-06-30 NP 道指 - Global X Dow 30 备兑看涨 ETF 20,274 22.99 5,355 32.49
2025-07-31 13F Wealthfront 顾问有限公司 20,480 0.97 5,479 2.14
2025-07-16 13F 马格纳斯金融集团有限责任公司 989 0.10 265 1.15
2025-07-15 13F 财务管理专业人士公司 82 7.89 22 5.00
2025-08-14 13F 加拿大帝国商业银行世界市场公司 71,518 1.21 19,134 2.39
2025-08-28 NP BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,027 122.99 542 125.83
2025-07-31 13F 共振资本顾问有限责任公司 1,057 17.18 283 18.49
2025-08-20 NP 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 44,986 13.68 12,036 15.00
2025-07-24 13F 科珀温德金融有限责任公司 4,087 1.57 1,094 2.73
2025-06-26 NP FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 99,022 7.43 26,155 15.74
2025-06-23 NP 规模 - iShares Edge MSCI 美国规模因子 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,267 7.39 599 15.67
2025-07-17 13F 史密斯·萨利事务所 7,575 3.47 2,026 4.65
2025-07-25 13F SPC 金融公司 1,351 1.05 361 2.27
2025-07-25 NP CZMVX - 多经理价值策略基金机构类 72,670 25.84 20,035 34.22
2025-08-14 13F 瑞银集团 2,026,277 14.19 542,110 15.52
2025-05-23 NP EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 24,484 6,475
2025-08-13 13F 谢尔顿资本管理公司 53,116 3.66 14,211 4.86
2025-08-20 NP QLEIX - AQR 多空股票基金 I 类 85,830 204.03 22,963 207.60
2025-08-12 13F 顾问资产管理公司 1,146 0.17 307 1.32
2025-08-28 NP GMLGX - GuideMark(R) 大盘核心基金服务股票 3,351 81.92 897 83.98
2025-06-25 NP RILA - Indexperts Gorilla 积极增长 ETF 1,297 141.98 343 161.07
2025-07-09 13F 中央谷顾问有限公司 835 0.24 223 1.36
2025-07-28 NP AVLC - Avantis 美国大盘股票 ETF 6,493 26.84 1,790 35.30
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 218 31.33 60 42.86
2025-08-27 NP VFINX - Vanguard 500 指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,431,934 2.09 1,720,800 3.27
2025-08-12 13F 财富管理资本管理有限公司 17 30.77 5 33.33
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 7,007 0.60 1,851 8.38
2025-08-05 13F AGH 财富顾问有限公司 1,627 0.87 435 2.11
2025-07-31 13F 圣山顾问有限责任公司 1,059 283
2025-08-18 13F 吉诺斯财富管理公司 5,537 74.06 1,481 76.10
2025-08-08 13F 加拿大邮政公司注册养老金计划 3,691 987
2025-07-09 13F 亚伦财富顾问有限责任公司 1,117 3.14 299 4.20
2025-07-10 13F 锰服务 Vermogensbeheer BV 84,747 2.05 23 4.76
2025-08-06 13F 法国巴黎银行资产管理控股公司 280,560 25.25 75 27.12
2025-06-23 NP ESMV - iShares ESG MSCI USA Min Vol Factor 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 488 0.41 129 7.56
2025-08-11 13F 品尼高财富规划服务公司 874 6.98 234 7.87
2025-08-14 13F 金融网络财富顾问有限责任公司 6 2
2025-08-26 NP ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF 17 6.25 5 0.00
2025-08-15 13F 田纳西州财政部 82,690 2.92 22,123 4.11
2025-07-24 NP FIDJX - 富达 SAI 可持续部门基金 4,849 34.54 1,337 43.50
2025-08-07 13F 肯塔基州教师退休制度 17,796 1.48 5 0.00
2025-08-22 NP Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 246,700 17.76 66,002 19.13
2025-08-29 13F 全面投资管理公司 4 1
2025-07-10 13F 瑞典银行 140,534 10.00 37,598 11.28
2025-07-24 NP FADAX - 富达顾问股息增长基金 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 28,800 32.11 7,940 36.92
2025-08-08 13F/A 斯特林资本管理有限公司 12,789 1,080.89 3,422 1,096.15
2025-07-30 13F 会员信托公司 852 8.54 228 9.66
2025-08-04 13F 联合银行 44,721 0.85 12 0.00
2025-06-26 NP Spdr 道琼斯工业平均指数 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,523,496 5.89 1,458,921 14.07
2025-08-12 13F 马歇尔与斯特林财富顾问公司 9 125.00 2 100.00
2025-08-13 13F PharVision 顾问有限责任公司 829 222
2025-07-21 13F J. Safra Sarasin 控股公司 6,814 1,823
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 130 35
2025-07-24 NP FEQTX - 富达股票股息收入基金 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 365,600 4.31 100,796 11.25
2025-05-29 NP AFVLX - 应用金融精选基金投资者类别 47,919 6.26 12,657 14.46
2025-08-19 13F 咨询服务网络有限责任公司 14,038 8.50 3,653 6.78
2025-07-09 13F 里弗塞奇顾问有限公司 884 236
2025-08-27 NP JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) 2,557 79.06 684 81.43
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 6,993 0.60 1,928 7.29
2025-08-08 13F 英泰投资管理有限公司 68,175 51.52 18,240 53.28
2025-07-30 13F 凤凰控股有限公司 3,450 923
2025-07-31 13F 布莱顿琼斯有限公司 4,736 26.56 1,267 28.11
2025-07-29 NP VMCTX - Vanguard Mega Cap 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 38,164 3.15 10,522 10.02
2025-07-22 13F 希蒙运河信托公司 33,989 3.12 9,093 4.31
2025-07-22 13F 中吴投资集团有限公司 40 11
2025-08-14 NP FLCGX - QUANTEX FUND 零售类 163 13.19 44 13.16
2025-08-14 13F 人民币资本管理有限公司 4,051 112.32 1,084 114.88
2025-07-29 13F 经验资产管理有限责任公司 3,386 1.38 906 2.49
2025-08-06 13F 大西洋联合银行股份公司 10,649 18.05 2,849 19.45
2025-07-29 13F 国际资产投资管理有限公司 2,124 2.21 568 3.46
2025-08-20 NP QMNIX - AQR 股票市场中性基金 I 类 22,485 73.74 6,016 75.77
2025-08-19 13F 资产奉献有限责任公司 15,632 1.05 4,182 2.22
2025-08-08 13F 阿瓦隆信托公司 7,541 23.38 2,018 24.81
2025-07-31 13F 惠普伍德顾问有限公司 101 57.81 27 3.85
2025-07-31 13F CVA 家族办公室有限责任公司 496 3.12 133 3.94
2025-08-05 13F 新方资本有限责任公司 129 61.25 35 61.90
2025-07-16 13F 埃塞克斯金融服务公司 7,378 2.92 1,974 4.17
2025-08-11 13F 道明沃特豪斯加拿大公司 925 18.74 255 23.90
2025-07-21 13F 蒂利亚信托合伙公司 848 0.12 227 0.89
2025-07-17 13F/A 资本投资顾问有限责任公司 2,447 2.21 655 3.32
2025-07-25 13F 并发投资顾问有限公司 5,927 11.72 1,586 13.05
2025-08-26 NP VGIIX - 摩根大通成长和收益基金 I 类 82,102 21,966
2025-06-30 NP XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 235 14.08 62 24.00
2025-08-26 NP JDVSX - 摩根大通多元化基金 I 类 2,365 3.28 633 4.46
2025-08-08 13F Geode资本管理有限公司 5,541,819 0.99 1,481,805 2.05
2025-07-21 13F 美洲咨询服务有限责任公司 1,091 36.20 292 43.35
2025-08-05 13F 埃莱维斯特公司 947 0.53 253 1.61
2025-07-22 13F 红门财富管理有限责任公司 1,318 353
2025-08-11 13F WPG顾问有限责任公司 268 30.10 72 31.48
2025-08-26 NP QCEQRX - 股票指数账户类别 R1 110,932 11.04 29,679 12.33
2025-08-13 13F 财务自由有限责任公司 465 0.22 124 1.64
2025-07-30 NP ENDW - Cambria 捐赠基金 ETF 4 1
2025-07-30 13F 布鲁克斯通资本管理公司 2,519 37.50 674 39.05
2025-07-15 13F 凯利金融集团有限公司 961 256
2025-06-25 NP CDAZX - 多经理定向另类策略基金机构类别 1,253 8.02 331 16.20
2025-07-22 13F 奇迹英里顾问有限责任公司 18,610 6.95 4,979 8.19
2025-08-22 NP FELC - 富达增强型大盘核心 ETF 45,682 90.10 12,222 111.14
2025-08-12 13F 滑铁卢资本有限合伙人 973 260
2025-07-15 13F Peddock 资本顾问有限公司 10,878 0.21 2,910 1.39
2025-08-22 NP 可变保险产品基金 II - 反向基金投资组合初始类别 159,600 3.70 42,699 4.91
2025-08-14 13F 西门子基金投资有限公司 14,927 4.27 3,994 5.47
2025-04-28 NP SIXL - 6 Meridian 低 Beta 股票策略 ETF 3,287 4.58 850 1.56
2025-08-14 13F 财务咨询服务公司 13,860 7.12 3,708 8.39
2025-05-27 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 647 171
2025-08-27 NP SSPY - 分层大盘指数 ETF 641 23.27 171 24.82
2025-07-10 13F NorthCrest 资产管理有限责任公司 1,584 18.56 418 18.41
2025-07-09 13F 萨弗·弗鲁曼财富顾问公司 234 63
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 204,681 11.66 54,760 12.97
2025-08-12 13F 杰富瑞金融集团公司 167,971 1,365.84 44,939 1,383.10
2025-08-27 NP Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) 232,276 40.62 62,143 42.26
2025-08-08 13F 多拉齐奥联合公司 1,429 14.87 382 16.46
2025-08-29 NP MFUS - PIMCO RAFI 动态多因素美国股票 ETF 1,384 64.76 370 66.67
2025-08-14 13F Adage 资本合伙人有限公司 372,513 258.49 99,662 262.67
2025-08-26 NP BGDV——Bahl & Gaynor 股息 ETF 36,303 1.01 9,713 2.19
2025-07-18 13F 柴尔德里斯资本顾问有限公司 1,143 23.43 306 25.00
2025-08-07 13F 卡希尔财务顾问公司 802 0.25 215 1.42
2025-08-12 13F 帕瑟顾问公司 18,342 59.04 4,907 60.89
2025-08-14 13F 格伦维尤信托公司 5,264 9.14 1,408 10.43
2025-08-06 13F 里亚托财富管理有限责任公司 46 43.75 12 50.00
2025-08-28 NP TOPC - iShares 标准普尔 500 指数 3% 上限 ETF 51 14
2025-08-14 13F CIBC 资产管理公司 68,537 13.94 18,336 15.26
2025-07-24 13F 财富之星顾问有限公司 1,387 0.29 371 1.64
2025-08-07 13F 银色顾问公司 9,151 4.28 2,448 5.52
2025-07-11 13F 布西财富管理 1,768 32.73 473 34.38
2025-08-04 13F 尖峰财富管理 6,776 175.90 1,792 175.96
2025-07-28 NP SPXT - S&P 500 除科技 ETF 1,367 4.27 377 11.24
2025-08-28 NP TLCHX - 社会选择股票基金 2,837 3.20 759 4.40
2025-07-16 13F Highline Wealth Partners有限责任公司 61 19.61 16 23.08
2025-08-08 13F 顾问资本管理有限责任公司 1,803 4.83 482 6.17
2025-07-28 13F 互助顾问有限责任公司 1,876 70.39 490 71.58
2025-08-06 13F 西耶纳管理 39,927 11.54 9,753 5.98
2025-07-09 13F 巴伦财富管理有限公司 2,422 8.90 648 10.03
2025-06-26 NP FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 152,725 30.62 40,339 40.72
2025-07-28 NP KBWP - Invesco KBW 财产及意外伤害保险 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 149,680 22.43 41,267 30.58
2025-08-12 13F 扎克斯投资管理公司 1,041 0.97 279 2.21
2025-07-21 13F 上升集团有限责任公司 6,959 6.26 1,862 7.45
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 4,868 1.76 1,286 9.64
2025-07-31 13F 一号资产管理有限公司 192,563 0.32 51,518 1.49
2025-08-07 13F 毕马威资本有限责任公司 2,019 2.33 540 3.65
2025-05-15 13F 格伦梅德信托公司 49,519 1.69 13,096 11.65
2025-07-30 NP APUE - ActivePassive 美国股票 ETF 11,066 3.95 3,051 10.87
2025-07-30 NP EQTIX - 谢尔顿核心价值基金直接股票 51,000 3.87 14,061 10.79
2025-08-13 13F 帝国财务管理有限公司 15,886 1.89 4,250 3.08
2025-07-30 13F 圣詹姆斯投资有限公司 91,784 0.00 24,556 1.17
2025-07-24 13F GFG 资本有限责任公司 26 7
2025-08-12 13F Trexquant 投资有限责任公司 11,684 3,126
2025-07-16 13F 传奇财务顾问公司 41 11
2025-08-14 13F 主街金融解决方案有限责任公司 1,124 37.41 301 38.89
2025-08-14 13F 顾问操作系统有限责任公司 1,490 17.79 399 19.16
2025-08-01 13F 索尔斯坦资本有限责任公司 81 22
2025-07-15 13F 马塞科律师事务所 423 113
2025-06-26 NP FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,192 8.16 7,446 16.53
2025-08-28 NP ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 875 42.28 234 44.44
2025-07-29 13F 巴尔博亚财富合作伙伴 1,607 430
2025-08-12 13F Ci投资公司 1,378 21.20 0
2025-08-11 13F 环球保险及服务有限公司 314,235 8.34 84,070 9.60
2025-07-29 NP EBI-长景优势ETF 10,503 1,422.17 2,896 1,526.40
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 683 21.75 180 31.39
2025-05-14 13F 蒙特利私人财富公司 772 204
2025-08-19 13F 国家资产管理公司 4,940 1,322
2025-08-29 NP SPXUX-WisdomTree 500 数字基金 N/A 52 205.88 14 225.00
2025-07-29 NP PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,191 13.47 8,324 21.03
2025-06-26 NP DFUS - 维度美国股票 ETF 58,770 10.63 15,523 19.18
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 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 7,284,898 1.77 1,949,002 2.95
2025-08-28 NP ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,575 36.76 3,097 38.34
2025-08-06 13F 朝日生命资产管理有限公司 9,312 4.89 2,491 6.14
2025-08-04 13F 莱德亚德国家银行 2,097 0.87 561 2.19
2025-07-28 13F 港口投资公司 1,625 35.87 435 37.34
2025-08-27 13F/A Squarepoint Ops LLC Put 1,400 7.69 375 9.04
2025-06-26 NP ACVF - 美国保守价值 ETF 227 1.79 60 9.26
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 21,521 68.45 5,758 70.43
2025-08-14 13F 瑞银资产管理美洲公司 2,942,317 389.89 787,187 395.59
2025-08-27 13F/A Squarepoint Ops LLC Call 2,000 150.00 535 153.55
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 40.00 4 50.00
2025-07-22 13F 梅里特金融集团有限责任公司 15,688 24.94 4,197 26.42
2025-07-30 13F 普林斯顿全球资产管理有限公司 278 37.62 74 39.62
2025-07-23 13F 壳牌资产管理公司 22,603 50.34 6 100.00
2025-08-11 13F 西太平洋银行 1,131 26.94 303 28.51
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
2025-08-14 13F CoreCap 顾问有限责任公司 10,419 3.43 2,788 4.66
2025-08-14 13F/A 斯科波斯实验室有限公司 2,825 57.73 756 59.62
2025-08-27 NP Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) 3,992 35.23 1,068 36.92
2025-07-09 13F 帕拉斯资本顾问有限责任公司 5,566 10.55 1,489 11.87
2025-07-21 13F Qrg 资本管理公司 113,504 10.57 30,367 11.86
2025-08-13 13F SageView 咨询集团有限责任公司 950 4.86 242 1.26
2025-08-11 13F 联合资本财务顾问有限公司 9,157 0.62 2,450 1.79
2025-08-06 13F 吉纳斯资本管理公司 7,972 2,133
2025-07-29 NP 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF 14,901 5.52 4,108 12.55
2025-08-04 13F 品尼高联合有限公司 20,923 0.96 5,598 2.14
2025-07-07 13F Versant 资本管理公司 434 1.64 116 3.57
2025-06-24 NP FEUS - FlexShares ESG 和气候美国大型股核心指数基金 This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 312 25.81 82 100.00
2025-08-05 13F 韦克菲尔德资产管理有限责任公司 14,099 3,772
2025-08-26 NP LST——Leuthold 精选行业 ETF 607 19.96 162 21.80
2025-07-15 13F 第五第三银行 17,666 1.44 4,726 2.63
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 737 53.54 197 56.35
2025-07-07 13F Nova财富管理有限公司 119 32
2025-08-26 NP ABEQ - 绝对核心策略ETF 14,830 6.08 3,968 7.30
2025-08-04 13F Premier Path 财富合作伙伴有限责任公司 1,797 13.73 481 15.11
2025-07-22 13F 达文波特有限公司 4,460 10.67 1,193 12.02
2025-07-22 13F 库里南联合公司 23,311 8.41 6,237 9.67
2025-08-26 NP 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 25,320 18.97 6,774 20.36
2025-07-17 13F Tritonpoint 财富有限公司 1,094 7.68 293 8.96
2025-07-25 13F 诺斯罗克合伙人有限责任公司 3,852 14.17 1,030 15.47
2025-05-02 13F 新英格兰退休计划公司 1,146 303
2025-08-14 13F 新弗农投资管理有限公司 20,043 70.80 5,362 72.80
2025-08-11 13F 交响金融有限公司 86,322 23,093
2025-07-23 13F 萨切塔有限责任公司 75 17.19 20 25.00
2025-08-14 13F 多伦多道明银行 202,082 27.74 54,065 29.23
2025-07-08 13F 卡南代瓜国家银行和信托公司 9,497 8.33 2,541 9.58
2025-07-21 13F 轩尼诗顾问公司 32,200 8,615
2025-08-22 NP MIMPX - 全球策略师投资组合 I 级 119 2.59 32 3.33
2025-07-18 13F 山茱萸财富管理有限公司 19 26.67 5 33.33
2025-06-26 NP IMCG - iShares Morningstar 中型成长 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 49,411 1.41 13,051 9.24
2025-08-22 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 74,111 85.48 19,828 87.63
2025-07-11 13F 四城投资集团有限责任公司 3,205 23.89 857 25.29
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 11,605 67.29 3,105 69.25
2025-08-26 NP 主要投资组合 - 标准普尔 500 指数主要投资组合 215,509 1.85 57,657 3.03
2025-07-03 13F 信托金融集团有限责任公司 1,284 3.05 343 12.13
2025-06-26 NP IMCB - iShares 晨星中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,307 1.35 5,628 9.18
2025-08-14 13F Ieq资本有限公司 46,469 32.40 12,432 33.95
2025-07-30 NP GDE - WisdomTree高效金加股票策略基金 N/A 460 108.14 127 121.05
2025-08-18 13F/A 哈德逊湾资本管理有限公司 66,238 13.69 17,721 15.02
2025-08-13 13F Blueshift 资产管理有限责任公司 2,903 44.07 777 45.86
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