AE4 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在阿美伦公司中开设新头寸的主要持有者包括 VIG - 先锋股息增值指数基金 ETF 股票, 瑞穗市场美洲有限公司, FTQGX - 富达专注股票基金, Cohen & Steers 基础设施基金公司, FWWFX - 富达环球基金, FPURX - 富达清教徒基金, 伯克希尔全球管理有限公司, 吉萨洛资本管理有限责任公司, Point72 欧洲（伦敦）有限责任合伙, BMSFX - MFS 混合研究中型股票基金 A, 战略规划公司, 新时代阿尔法顾问有限责任公司, 千禧管理有限公司, 峰会全球投资, 耆那全球有限公司, OWTEX - 老韦斯特伯里全股票基金, FDTOX - 富达顾问多元化股票基金：A 类, 瑞穗证券美国有限公司, PTMAX - PGIM QMA 大盘核心股票基金 A 类, 和 OTTRX - Otter Creek 多/空机会基金机构类别 .

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	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-14	13F	T. Rowe Price 投资管理公司		14,362,684	10.35	1,379	5.59
2025-06-23	NP	IDU - iShares 美国公用事业 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		269,298	10.54	26,725	16.46
2025-08-28	NP	RAPAX - Cohen & Steers Real Assets Fund, Inc. A 类		31,252	150.94	3,001	140.08
2025-07-28	13F	道明资产管理公司		160,726	43.27	15,436	37.05
2025-08-26	NP	IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级		22,042	3.35	2,117	-1.17
2025-08-15	13F	田纳西州财政部		117,224	12.14	11,258	7.27
2025-08-14	13F	原子金融集团有限公司		2,409	5.01	231	0.43
2025-07-28	NP	SPXV - 标准普尔 500 前医疗保健 ETF		176	7.98	17	6.25
2025-06-26	NP	ACVF - 美国保守价值 ETF		98	2.08	10	0.00
2025-08-12	13F	美洲投资伙伴公司		2,977	0.10	286	-4.36
2025-08-11	13F	电池全球顾问有限责任公司		125	0.81	12	-8.33
2025-08-12	13F	Jw 科尔顾问公司		9,915	11.01	952	6.25
2025-08-18	13F	Onefund有限责任公司		687		0
2025-08-08	13F	Geode资本管理有限公司		7,242,392	2.74	692,794	-1.82
2025-08-26	NP	GFSYX - 机构战略另类基金				-196	-4.39
2025-08-05	13F	密歇根州退休系统		73,487	0.41	7,058	-3.95
2025-08-13	13F	阿维斯塔资本有限责任公司		7,087		681
2025-08-14	13F	莫尼塔集团投资顾问有限公司		149,549	24.22	14,363	18.82
2025-08-12	13F	克拉克金融服务集团公司 /bd		10,511	18.02	1,009	12.86
2025-08-06	13F	萨凡特资本有限责任公司		9,406	3.28	903	-1.20
2025-08-25	NP	美国互助投资公司 - Catholic Values Index 基金类别		41	2.50	4	-25.00
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		237	6.76	23	0.00
2025-08-26	NP	HLEIX - 摩根大通股票指数基金 I 类		59,269	0.46	5,692	-3.90
2025-07-31	13F	三井住友信托控股公司		653,324	2.48	62,745	-1.97
2025-08-12	13F	SRS 资本顾问公司		965	1.79	111	15.79
2025-08-12	13F	支点资产管理有限公司		12,555		1,206	40.61
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		36,452	17.27	3,531	11.88
2025-08-28	NP	TIAA 独立账户 VA 1 - 股票指数账户教师个人年金个人递延可变年金		5,892	17.51	566	12.33
2025-08-04	13F	资产标记公司		5,244	26.36	504	20.91
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		89,938	7.62	8,638	2.94
2025-07-22	13F	HFM投资顾问有限责任公司		8	166.67	1
2025-08-14	13F	拉弗蒂资产管理有限责任公司		29,042	19.57	2,789	14.40
2025-08-14	13F	简街集团有限责任公司	Call	21,700		2,084
2025-08-14	13F	都铎金融公司		5,724	4.15	550	-0.36
2025-06-26	NP	SMDVX - 哈特福德施罗德美国中型股机会基金 A 级		184,141	30.78	18,274	37.77
2025-08-11	13F	绿地资本管理有限公司		129,871	105.29	12,473	96.38
2025-07-28	13F	Eq 财富顾问有限公司		711	0.71	68	-2.86
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		96,304	22.67	9,249	17.36
2025-08-12	13F	企业金融服务公司		9,168	7.78	880	3.04
2025-08-08	13F	大西洋信托有限责任公司		2,061	0.39	198	-4.37
2025-07-24	13F	林登沃尔德顾问公司		19,565	1.46	1,879	-2.94
2025-08-13	13F	卢米斯·塞尔斯公司		683		66
2025-08-27	NP	TLLVX - 大盘价值基金		7,971	1.33	766	-3.04
2025-07-28	NP	AVUQ-Avantis美国优质ETF		1,408		136
2025-06-30	NP	EGLE - Global X 标准普尔 500 美国收入领先者 ETF		23		2
2025-08-14	13F	Yaupon资本管理有限责任公司		459,930	79.45	44,172	71.66
2025-07-25	NP	FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		143,281	0.44	13,881	-4.18
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类		1,252	8.87	120	4.35
2025-06-25	NP	RECS - 哥伦比亚研究增强型核心 ETF		48,024	46.74	4,766	54.61
2025-08-08	13F	乌龟投资管理有限公司		24	9.09	2	0.00
2025-07-30	13F	驱动财富管理有限公司		3,169	11.04	304	6.29
2025-07-22	NP	DRAFX - 目的地实物资产基金 I 类		12,403	26.54	1,202	20.70
2025-05-15	13F/A	Orion 投资组合解决方案有限责任公司		21,238	5.81	2,132	19.17
2025-07-29	NP	PTL-Inspire 500 ETF		11,829	131.22	1,146	120.62
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		148	87.34	15	100.00
2025-08-14	13F	迪恩资本管理公司		25,019	5.65	2,403	1.05
2025-08-05	13F	Simplex 贸易有限公司	Call	4,700	113.64	0
2025-08-13	13F	布朗咨询公司		4,688	6.28	450	1.81
2025-08-14	13F	塞伊投资公司		369,792	24.78	35,514	19.36
2025-08-04	13F	Lm Kohn 公司		3,007	6.22	289	1.41
2025-08-11	13F	美国信安证券公司		1,870	32.62	180	43.20
2025-08-11	13F	布朗兄弟哈里曼公司		1,707	135.12	164	126.39
2025-08-28	NP	CSUAX - Cohen & Steers 全球基础设施基金公司 A 类		296,457	57.83	28,472	50.98
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		1,162	10.67	115	17.35
2025-07-07	13F	罗克斯伯里金融有限公司		288	0.70	28	-6.90
2025-08-07	13F	奥尔沃斯金融有限公司		32,747	9.87	3,145	6.68
2025-08-26	NP	PRWCX - T. Rowe Price 资本增值基金 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		8,920,441	2.31	856,719	-2.13
2025-08-11	13F	环球保险及服务有限公司		80,434	2.14	7,725	-2.30
2025-07-28	NP	PWTAX - 瑞银美国配置基金 A 类		657	66.75	64	57.50
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		98,091	5.39	9,421	0.81
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类	Short	-242		-23
2025-08-12	13F	英国保诚集团		4,209		404
2025-08-08	13F	国民年金服务		332,890	0.88	31,971	-3.50
2025-07-29	13F	切维蔡斯信托控股公司		142,760	0.86	13,711	-3.53
2025-07-25	13F	奥泉环球投资控股有限公司		161,877	0.16	15,603	-4.09
2025-07-17	13F	HB 财富管理有限责任公司		4,379	6.55	421	1.94
2025-08-08	13F	艾伯塔省投资管理公司		5,131		493
2025-08-14	13F	耆那全球有限公司		22,040		2,117
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		10,781	235.02	1,035	220.43
2025-07-30	13F	Deka银行德意志Girozentrale		41,516	0.35	4	-25.00
2025-08-11	13F	先锋集团公司		35,582,578	3.70	3,417,351	-0.81
2025-08-12	13F	瑞士国家银行		817,800	8.63	78,542	3.92
2025-08-13	13F	福拉资本有限责任公司		5,526		531
2025-08-14	13F	采石场LP		8,419	208.84	809	195.97
2025-07-23	13F	德塔鲁斯顾问有限责任公司		6,219	0.89	597	-3.40
2025-06-26	NP	PGJAX - PGIM Jennison 全球基础设施基金 A 类		8,861	15.56	879	21.75
2025-08-26	NP	TCAF - T. Rowe 价格资本增值股票 ETF		967,740	2.56	92,942	-1.90
2025-07-16	13F	陶尔信托投资公司		4,361		419
2025-06-24	NP	创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF		7,535	1,135.25	748	1,210.53
2025-08-01	13F	德克萨斯州教师退休制度		41,006	5.08	3,938	0.54
2025-06-26	NP	FEQHX - 富达对冲股票基金		12,171	37.57	1,208	44.90
2025-07-24	NP	FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		32,888	8.70	3,186	3.71
2025-08-12	13F	保德信金融公司		188,848	28.51	18,137	22.92
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		15,218	39.67	1,510	47.17
2025-07-31	13F	MQS 管理有限责任公司		5,563	18.36	534	13.38
2025-07-18	13F	权力咨询集团有限责任公司		2,716	4.22	261	-0.38
2025-08-14	13F	农林中金银行		11,910	0.15	1,144	-4.19
2025-08-29	13F	全面投资管理公司		25		2
2025-08-08	13F	CFO4Life 集团有限责任公司		5,691	2.23	547	-2.15
2025-08-07	13F	ProShare 顾问有限责任公司		48,025	13.11	4,612	8.21
2025-08-14	13F	立体派系统策略有限责任公司		57,248		5,498
2025-08-29	NP	JAFRX - 资本增值价值信托资产净值类别		65,196	1.67	6,261	-2.75
2025-08-07	13F	资源投资顾问有限责任公司。		8,100	0.26	778	-4.19
2025-08-14	13F	斯蒂菲尔金融公司		64,088	23.26	6,155	17.89
2025-07-30	NP	ALPS ETF 信托 - ALPS 电气化基础设施 ETF		2,465		239
2025-07-28	13F	晨星投资管理有限责任公司		2,270		0
2025-06-23	NP	PLFMX - 大型股标准普尔 500 指数基金 R-3		47,550	3.13	4,719	8.63
2025-08-13	13F	跳跃金融有限责任公司		54,049	89.59	5,191	81.34
2025-07-25	NP	LRGC - AB 美国大盘战略股票 ETF		34,294	28.47	3,322	22.54
2025-08-11	13F	财富尖塔顾问有限责任公司		3,113		299
2025-08-11	13F	GW&K 投资管理有限公司		147	1.38	0
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级		17,412	1.36	1,728	6.74
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		228,271	6.73	22,654	12.44
2025-08-26	NP	AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类		601	2.04	58	-3.39
2025-08-19	NP	GARTX - 高盛绝对回报跟踪基金 A 类		24,424	329.40	2,346	310.68
2025-05-08	NP	QCGDX - 量化共同基金投资者类别股票		88,253	385.71	8,861	505.60
2025-08-26	NP	PENN SERIES FUNDS INC - 灵活管理的基金		694,258	1.66	66,677	-2.76
2025-07-16	13F	普兰公司有限责任公司		14,376	0.10	1,381	-4.23
2025-08-26	NP	THEQ - T. Rowe Price 对冲股票 ETF		90		9
2025-07-09	13F	创业板资产管理有限公司		4,977	0.22	477	-4.41
2025-08-27	NP	RYDEX 可变信托 - S&P 500 2x 策略基金可变年金		418	287.04	40	300.00
2025-08-27	NP	VLACX - Vanguard 大盘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		322,525	3.39	30,975	-1.10
2025-08-12	13F	APG 资产管理公司		260,047	79.96	21,276	58.42
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		8,536	2.65	847	8.17
2025-08-08	13F	Avantax 咨询服务公司		25,254	11.73	2,425	6.88
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		292,911	2.77	28,131	-1.69
2025-07-21	13F	部门财富管理有限责任公司		2,838		273
2025-08-07	13F	深刻顾问有限公司		13,588	27.83	1,305	22.21
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		33,631	1.54	3,338	6.99
2025-08-05	13F	西格玛规划公司		4,627		444
2025-05-23	NP	OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合		7,741		777
2025-08-27	NP	AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Main Street 基金系列 II		35,895	74.77	3,447	67.17
2025-07-22	13F	梅里特金融集团有限责任公司		2,500	22.85	240	17.65
2025-07-28	NP	SPXT - S&P 500 除科技 ETF		1,628	5.51	158	0.64
2025-08-27	13F/A	Squarepoint Ops LLC		563,871	218.56	54,154	204.73
2025-08-12	13F	熵技术有限公司		39,074		3,753
2025-07-31	13F	新泽西州共同养老基金 D		83,067	0.44	7,978	-3.93
2025-07-22	NP	GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF		114,758	18.94	11,118	13.45
2025-08-29	13F	Evolution Wealth Management公司		2,683		258
2025-08-29	NP	投票 - 1 号引擎 Transform 500 ETF		4,111	3.47	416	5.33
2025-06-24	NP	创新者 ETF 信托 - 创新者股票管理场内 ETF		12,730	18.36	1,263	24.68
2025-08-14	13F	奥斯特维斯资本管理公司		307	6,040.00	29
2025-08-14	13F	Glenmede投资管理有限公司		8,994		864
2025-07-15	13F	毅力家族办公室有限责任公司		343	600.00	33	700.00
2025-08-14	13F	Polymer资本管理（美国）有限责任公司		72,500	190.00	6,963	177.37
2025-08-12	13F	富兰克林资源公司		2,366,866	21.05	227,314	15.79
2025-08-13	13F	新斯科舍银行		28,264	0.67	2,714	-3.69
2025-08-28	NP	Cohen & Steers 基础设施基金公司		245,041		23,534
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		620,531	1.25	61,581	6.66
2025-06-17	NP	GRASX - 高盛多经理实物资产策略基金 R6 类股票		30,419	143.47	3,019	156.63
2025-07-25	13F	海明顿财富管理		304	11.76	0
2025-08-14	13F	Nissay 资产管理公司 /日本/ /adv		34,237	4.76	3,288	0.21
2025-07-28	13F	IFG 顾问有限责任公司		2,524	0.16	242	-4.35
2025-08-27	NP	CFJAX - Calvert 美国大盘价值责任指数基金 A 类		51,182	12.98	4,916	8.07
2025-08-21	NP	MXMVX - Great-West 中盘价值基金投资者类别		90,540	252.72	8,695	237.41
2025-08-13	13F	胜利资本管理公司		295,850	51.78	28,413	45.19
2025-07-24	13F	卡伦家族办公室有限责任公司		7,494	122.37	720	112.72
2025-07-24	13F	布莱尔·威廉公司		3,948	2.20	379	-2.07
2025-08-13	13F	奥斯特鲁姆资产管理公司		7,805	653.38	750	620.19
2025-08-14	13F	Point72（迪拜国际金融中心）有限公司		356		34
2025-08-07	13F	Hennion & Walsh 资产管理公司		24,137	9.17	2,318	4.46
2025-07-29	13F	TFC财务管理		3	200.00	0
2025-08-13	13F	象限资本集团有限公司		7,277	0.01	699	-4.38
2025-07-17	13F	CWA资产管理集团有限责任公司		6,538	18.98	628	13.79
2025-08-13	13F	双峰财富顾问有限责任公司		103		10
2025-08-12	13F	CIBC 私人财富集团有限责任公司		433,324	33.20	41,616	35.76
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		140,408	4.55	13,485	0.01
2025-08-07	13F	中央信托公司		27,137	1.08	2,606	-3.30
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		1,543,664	10.61	148,253	5.81
2025-07-30	13F	卡伦/弗罗斯特银行家公司		6,139	4.83	590	0.34
2025-07-29	NP	PRUAX - PGIM Jennison 公用事业基金 A 类		1,683,356	8.66	163,084	3.65
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		80,903	1.51	8,029	6.94
2025-08-12	13F	国家信托银行		2,353	18.06	226	12.50
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		192,279	0.66	18,466	-3.71
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		2,446,537	4.79	234,965	0.24
2025-06-27	NP	PASIX - PACE 另类策略投资 A 类		540	29.50	54	35.90
2025-08-08	13F	IMA 财富公司		2		0
2025-07-22	13F	贝尔普安特资产管理有限责任公司		53,471	0.73	5,135	-3.64
2025-06-24	NP	BBUS - 摩根大通 BetaBuilders 美国股票 ETF		23,079	4.41	2,290	9.99
2025-08-05	13F	C2P Capital Advisory Group, LLC dba 繁荣资本顾问		3,583		344
2025-07-28	NP	UPW - ProShares Ultra 实用程序		2,588	11.70	251	6.38
2025-08-21	NP	MXVIX - Great-West S&P 500 指数基金投资者类别		38,699	11.61	3,717	6.75
2025-08-29	NP	DLN - WisdomTree 美国大型股红利基金不适用		58,303	2.97	5,599	-1.50
2025-08-14	13F	DecisionPoint 金融有限责任公司		2		0
2025-08-14	13F	加拿大帝国商业银行世界市场公司		34,006	4.89	3,266	0.31
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		7,672,339	2.28	736,851	-2.16
2025-07-24	13F	拉米雷斯资产管理公司		3,394	57.06	326	50.46
2025-08-21	NP	LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票		846	5.49	81	1.25
2025-07-10	13F	韦蒙特私人资本		2,574		245
2025-08-18	13F	吉诺斯财富管理公司		855	89.58	82	82.22
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		11,117	0.40	1,103	5.75
2025-07-30	13F	VCI 财富管理有限责任公司		14,641	14.12	1,406	9.16
2025-07-17	13F	LVW 顾问有限责任公司		2,812	11.06	270	6.30
2025-08-01	13F	Envestnet资产管理公司		113,162	12.10	10,868	7.23
2025-08-14	13F	曼氏集团		182,174	110.86	17,496	101.72
2025-06-26	NP	FTQGX - 富达专注股票基金 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		424,000		42,078
2025-06-25	NP	PTMAX - PGIM QMA 大盘核心股票基金 A 类		17,600		1,747
2025-08-12	13F	奥肖内西资产管理有限公司		19,526	13.97	1,875	9.01
2025-08-04	13F	萨克森资本管理有限责任公司		4,367		419
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		41,307		4,099
2025-05-13	13F	枫棕雅培有限公司		1,363,770	7.36	136,933	20.93
2025-08-27	NP	Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a)		132,072	17.43	12,684	12.34
2025-07-09	13F	捷克国家银行		66,065	6.57	6,345	1.94
2025-08-11	13F	WPG顾问有限责任公司		107	81.36	10	100.00
2025-08-27	NP	Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类		504,232	3.13	48,426	-1.35
2025-08-13	13F	马歇尔·韦斯律师事务所		853,943	22.16	82,013	16.86
2025-08-05	13F	斯卡伯勒顾问有限责任公司		735		71
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		24,909	1.50	2,472	6.92
2025-08-12	13F	嘉信理财投资管理公司		1,738,499	0.67	166,965	-3.70
2025-06-24	NP	MYSPX - MainStay MacKay S&P 500 指数基金投资者类别		8,341	1.86	828	7.26
2025-07-31	13F	WFA资产管理公司		107	1.90	8	0.00
2025-08-27	NP	VBINX - 先锋平衡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		166,681	2.23	16,008	-2.21
2025-08-27	NP	JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I)		3,133	78.93	301	71.43
2025-08-29	NP	STRV - Strive 500 ETF		4,645	6.76	446	2.29
2025-07-24	NP	HNDRX - Horizon 定义风险基金投资者类别		4,121	9.34	399	4.45
2025-08-12	13F	布劳恩史黛西联合公司		187,838	0.36	18,040	-4.01
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		3,492	26.80	347	33.59
2025-08-28	NP	GPIGX - GuidePath(R) 增长和收入基金		4,071	4.25	391	-0.51
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		20,000		1,921
2025-08-26	NP	MCDS - 摩根大通基础数据科学中型核心 ETF		572		55
2025-07-16	13F	签名有限责任公司		6,329	1.17	608	-3.34
2025-08-14	13F	迪尔伯恩合伙公司		5,573		535
2025-08-26	NP	IFRA - iShares 美国基础设施 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		205,922	18.33	19,777	13.19
2025-08-13	13F	正交资本有限公司		2,579		248
2025-08-13	13F	史密斯摩尔公司		17,583	9.36	1,689	4.58
2025-07-25	13F	韦尔奇集团有限责任公司		2,463	0.12	237	-3.67
2025-08-14	13F	格柏川崎财富与投资管理		2,828	0.04	272	-4.24
2025-08-15	13F	Kestra 咨询服务有限责任公司		17,502	0.96	1,681	-3.45
2025-07-25	13F	LRI 投资有限责任公司		137		13
2025-08-26	NP	VVIPX - Voya VACS 指数 S 系列投资组合		20,614	0.44	1,980	-3.93
2025-08-14	13F	沃亚投资管理有限公司		86,720	5.83	8,329	1.24
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类	Short	-156		-15
2025-08-12	13F	贝莱德公司		21,432,456	4.00	2,058,373	-0.52
2025-08-07	13F	中西部信托公司		16,558		1,590
2025-07-23	13F	构造顾问有限公司		6,829	3.82	656	-0.76
2025-08-14	13F	科恩与斯蒂尔斯公司		2,132,782	68.36	205	60.63
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		123,323	2.45	12,239	7.93
2025-05-14	13F	法国农业信贷银行		74,834	13.22	7,513	27.53
2025-06-25	NP	FXU - First Trust Utilities AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		377,252	319.75	37,438	342.22
2025-08-13	13F	汇丰控股有限公司		446,188	2.97	42,773	-1.57
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类	Short	-22,139	8.19	-2,126	3.51
2025-07-28	NP	VMSGX - 中型股战略增长基金		64,623	9.83	6,261	4.77
2025-08-13	13F	西北互助财富管理公司		24,412	0.98	2,345	-3.42
2025-07-29	13F	斯坦利拉曼集团有限公司		2,969	15.84	285	10.89
2025-04-29	13F	佩森公司		1,143	27.00	115	42.50
2025-08-14	13F	加州教师退休制度		323,834	2.68	31,101	-1.78
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票		5,529	49.88	531	43.51
2025-08-25	13F/A	路博迈伯曼集团有限责任公司		60,986	0.46	5,857	-3.89
2025-07-30	13F	克利福德·斯旺投资顾问有限公司		2,751	0.04	264	-4.35
2025-08-12	13F	维度基金顾问有限公司		1,070,179	1.46	102,772	-2.94
2025-08-25	NP	SWP1Z - 嘉信标准普尔 500 指数投资组合 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		13,946	0.05	1,339	-4.29
2025-07-22	NP	GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF		16,333	40.63	1,582	34.18
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		71		7
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		500,359	1.57	48,475	-3.11
2025-08-08	13F	Pnc 金融服务集团公司		58,306	5.56	5,600	0.97
2025-06-26	NP	DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		65,818	0.01	6,532	5.36
2025-08-18	NP	太平洋精选基金 - 股票指数投资组合 I 类		28,144	5.23	2,703	0.63
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		62,434	1.29	6,049	-3.37
2025-08-04	13F	波尔多财富顾问有限责任公司		4,545	0.55	437	-3.75
2025-07-24	13F	罗纳德·布鲁信托公司		2,949	30.72	283	25.22
2025-07-22	NP	GUSA - 高盛 MarketBeta 美国 1000 股票 ETF		8,940	0.16	866	-4.42
2025-08-26	NP	USPX - 富兰克林 LibertyQ 全球股票 ETF		6,552	4.56	629	0.00
2025-07-24	13F	标准人寿安本有限公司		140,640	9.04	13,507	4.34
2025-08-14	13F	美世全球顾问公司 /adv		22,645	0.48	2,175	-3.89
2025-07-21	13F	克鲁斯银行及信托公司		1,728	6.34	166	1.23
2025-07-11	13F/A	Umb Bank 北美/月		6,827	0.26	656	-4.10
2025-06-27	NP	DUBS - Aptus 大盘增强收益 ETF		870	4.69	86	10.26
2025-08-14	13F	道富银行		13,717,444	2.22	1,317,423	-2.22
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类		10,625	0.43	1,020	-3.95
2025-08-25	NP	MML 系列投资基金 - MML 股票收益基金初始类别		59,566	42.65	5,721	36.45
2025-08-28	NP	TPHD - 蒂莫西计划高股息股票 ETF		38,825	3.51	3,729	-0.98
2025-08-05	13F	新方资本有限责任公司		258	70.86	25	60.00
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		4,710	2.73	452	-1.74
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票		3,676	66.56	353	59.73
2025-06-26	NP	QRFT - QRAFT AI 增强型美国大盘 ETF		76		8
2025-08-11	13F	经验金融有限责任公司		9,143	0.74	878	-3.62
2025-08-01	13F	瑞穗证券美国有限公司		18,681		1,794
2025-07-30	NP	GDE - WisdomTree高效金加股票策略基金 N/A		671	156.11	65	150.00
2025-08-08	13F	公民金融集团公司/ri		4,415	88.35	424	80.00
2025-08-13	13F	第1832章		96,000	287.49	9,220	270.69
2025-08-26	NP	FKUTX - 富兰克林公用事业基金 A1 级		2,119,148	17.73	203,523	12.62
2025-08-14	13F	波士顿私人财富有限公司		14,521	10.41	1,395	5.61
2025-08-12	13F	摩根大通公司		2,419,756	89.37	232,393	81.15
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		18,598	18.84	1,846	25.17
2025-08-14	13F	哥谭资产管理有限公司		68,037	337.87	6,534	318.85
2025-07-22	13F	法雷奥财务顾问有限责任公司		2,710	2.03	260	-2.26
2025-08-28	NP	ULVM - VictoryShares USAA MSCI 美国价值动量 ETF		20,422	5.75	1,961	1.19
2025-08-28	NP	TOPC - iShares 标准普尔 500 指数 3% 上限 ETF		63		6
2025-08-13	13F	RSM美国财富管理有限公司		16,016	1.26	1,539	-3.09
2025-07-31	13F	财通国际资产管理有限公司		69		7
2025-06-18	NP	RGIAX - 全球基础设施基金 A 类		29,857	3.90	2,963	9.46
2025-05-15	13F	德克萨斯州永久学校基金		29,425		2,920
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		90,336	1.43	8,965	6.85
2025-07-18	13F	信托金融公司		9,484	6.29	911	1.68
2025-08-25	NP	MML系列投资基金 - MML基本增长基金II类		6,299	72.25	605	64.58
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		710	8.73	68	4.62
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类		7,097	8.02	704	13.92
2025-07-29	NP	LCIAX - Siit 大盘指数基金 - A 类		9,490	17.31	919	11.94
2025-08-12	13F	美国世纪公司		129,970	31.86	12,482	26.14
2025-06-25	NP	EMLP - 第一信托北美能源基础设施基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		95,896	2.03	9,517	7.48
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		4,479	4.53	430	0.00
2025-08-12	13F	迪恩投资有限公司		45,866	5.07	4,405	0.50
2025-07-30	13F	Exencial 财富顾问有限公司		2,183	0.65	210	-3.69
2025-06-17	NP	GSBIX - 高盛机构收益建设基金		131,310	0.23	13,031	5.59
2025-07-14	13F	伽玛投资有限责任公司		8,248	3.28	792	-1.12
2025-08-14	13F	维登咨询有限责任公司		12,567	14.79	1,207	9.74
2025-08-14	13F	伍德莱合伙公司		29,235	28.21	2,808	22.63
2025-08-27	NP	RYTTX - 标准普尔 500 2x 策略基金 A		875	1.63	84	-2.33
2025-08-14	13F	原子投资者有限合伙人		20,256	242.57	1,945	227.99
2025-08-29	NP	CWEAX - Catalyst/Welton Advantage 多策略基金 A 类		907	72.11	87	67.31
2025-08-14	13F	地平线投资有限责任公司		8,787	126.82	844	117.27
2025-08-08	13F	新泽西州警察和消防员退休系统		41,105	6.67	3,948	2.04
2025-07-29	NP	SDLAX - SIIT 动态资产配置基金 - A 类		7,161	15.56	694	10.17
2025-08-26	NP	JXI - iShares 全球公用事业 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		26,085	7.70	2,505	3.04
2025-07-10	13F	三井住友DS资产管理有限公司		36,580	0.21	3,513	-4.15
2025-05-05	13F	林布鲁克资本有限公司		1,173	146.43	118	178.57
2025-08-07	13F	麦哲伦资产管理有限公司		209,918	8.58	20,161	3.86
2025-08-26	NP	EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级		634	1.93	61	-3.23
2025-08-06	13F	科技银行/pa		6		1
2025-08-19	13F	开普投资咨询公司		294	0.34	28	-3.45
2025-08-13	13F	罗素投资集团有限公司		267,046	22.97	25,647	17.64
2025-07-23	13F	壳牌资产管理公司		0		0
2025-08-14	13F	CIBC 资产管理公司		138,430	22.38	13,295	17.07
2025-07-21	13F	111资本		6,792		652
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		2,107	2.58	202	-1.94
2025-08-06	13F	韦德布什证券公司		11,402	1.42	1	0.00
2025-07-25	13F	正义投资有限责任公司		27,600	14.11	2,651	9.14
2025-08-13	13F	斑眼贸易有限责任公司		599	2,203.85	58	2,750.00
2025-08-13	13F	莱德劳财富管理有限责任公司		2,788	1.53	268	-2.91
2025-06-24	NP	SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		128,132	1.29	12,716	6.71
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类	Short	-152,077	10.73	-14,605	5.93
2025-08-07	13F	Parkside 金融银行与信托		9,101	0.08	874	-4.27
2025-08-11	13F	Martingale 资产管理公司		32,938	14.54	3,163	9.56
2025-06-24	NP	JPME - 摩根大通多元化回报美国中盘股票ETF		5,304	327.40	526	353.45
2025-07-25	13F	Envestnet 投资组合解决方案公司		64,888	37.77	6,232	31.79
2025-08-26	NP	NMFIX - 多管理人全球上市基础设施基金		43,746	116.46	4,201	107.05
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		143,093	8.96	13,863	3.94
2025-07-28	NP	ISPY - ProShares 标准普尔 500 高收益 ETF		4,251	18.91	412	13.22
2025-08-12	13F	MAI资本管理		12,147	43.41	1,167	37.18
2025-08-27	NP	Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a)		83,789	6.04	8,047	1.44
2025-07-16	13F	ORG 财富合伙人有限公司		743		72
2025-08-13	13F	宽博科技有限公司		5,157		495
2025-07-30	13F	布鲁克斯通资本管理公司		3,186	1.24	306	-2.86
2025-09-04	13F/A	顾问集团控股公司		36,047	9.66	3,463	4.88
2025-07-10	13F	财富增值咨询服务有限公司		19,693	16.35	1,891	11.24
2025-07-24	NP	HESGX - Horizon ESG 防御核心基金投资者类别		3,983		386
2025-08-13	13F	Edgestream 合伙人有限合伙人		138,534		13,305
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		11,685	8.94	1,160	14.75
2025-08-26	NP	PHEFX - T. Rowe 价格对冲股票基金		61,741	35.22	5,930	29.34
2025-06-25	NP	GSELX - 高盛美国股票洞察基金机构		28,266		2,805
2025-06-26	NP	OWTEX - 老韦斯特伯里全股票基金		21,260		2,110
2025-08-11	13F	贝尔投资顾问公司		64	12.28	6	20.00
2025-08-26	NP	TVAL - T. Rowe 价格价值 ETF		55,033	14.67	5,285	9.69
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		17	41.67	2	0.00
2025-08-27	NP	VMVIX - 先锋中盘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		1,744,626	2.06	167,554	-2.38
2025-08-14	13F	韦克斯福德资本有限责任公司		21,148	194.54	2,031	182.08
2025-08-27	13F/A	布林克资本投资有限公司		24,412	14.94	2,345	9.94
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		1,635	4.14	157	0.00
2025-07-30	13F	第一公民银行和信托公司		69,276	34.17	6,653	28.34
2025-08-14	13F	柯罗尼集团有限责任公司		35,521	3.86	3,411	-0.64
2025-07-22	13F	IMC-芝加哥有限责任公司	Call	13,900	39.00	1,335	32.87
2025-07-07	13F	信托公司		103		10
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		313,747	3.65	30,132	-0.85
2025-08-14	13F	阿默普莱斯金融公司		6,223,010	2.96	597,673	-1.51
2025-08-25	NP	MMBDX - MassMutual Premier 平衡基金 A 类		466	30.53	45	25.71
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		45,937	3.37	4,450	-1.40
2025-07-18	13F	美国金融组合公司		8,770	12.29	842	7.40
2025-07-28	13F	互助顾问有限责任公司		28,504	41.44	2,853	44.09
2025-08-12	13F	德意志银行\		737,435	9.48	70,823	4.72
2025-06-25	NP	REVS - 哥伦比亚研究增强价值 ETF		2,698	11.81	268	17.62
2025-08-07	13F	肯塔基州教师退休制度		20,984	1.79	2	0.00
2025-08-12	13F	东京海洋资产管理有限公司		9,278	3.80	891	-0.67
2025-08-13	13F	帕克沃斯财富管理有限公司		5		0
2025-08-14	13F	多伦多道明银行		118,855	23.85	11,415	18.48
2025-08-14	13F	十年可再生合作伙伴有限公司		26,286		2,525
2025-07-15	13F	道明私人客户财富有限责任公司		3,216	39.64	309	33.33
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级		10,517	9.23	1,010	4.55
2025-08-13	13F	斑眼贸易有限责任公司	Call	10,300	56.06	989	49.40
2025-08-14	13F	高盛集团公司		5,509,240	95.01	529,107	86.54
2025-08-11	13F	阿尔卑斯顾问公司		4,528		435
2025-08-07	13F	商业银行		159,358	0.08	15,305	-4.27
2025-07-25	13F	阿波罗财富管理有限责任公司		13,213	510.02	1,269	484.33
2025-07-21	13F	未来资产环球投资有限公司		31,792	10.45	3,053	6.41
2025-08-11	13F	战略财富伙伴有限公司		27		3
2025-06-27	NP	YOKE——Yoke核心ETF		1,684		167
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		17,876	5.98	1,732	1.05
2025-08-13	13F	景顺有限公司		5,090,957	9.28	488,936	4.53
2025-06-24	NP	创新者 ETF 信托 - 创新者 IBD 突破机会 ETF		1,169		116
2025-08-14	13F	匡蒂诺资本管理有限公司		98,915	38.13	9,500	32.13
2025-06-24	NP	JMOM - 摩根大通美国动量因子 ETF		39,737		3,943
2025-05-27	NP	保诚系列基金 - 全球投资组合 I 类		62,357	1.06	6,261	13.82
2025-08-01	13F	亚历山大实验室有限公司		8,104	0.70	778	-3.71
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		519,615	2.16	49,904	-2.28
2025-08-26	NP	TMSL - T. Rowe 价格中小型股 ETF		47,095	32.27	4,523	26.55
2025-08-14	13F	BTG Pactual 资产管理美国有限责任公司		75,661	47.15	7,266	40.76
2025-08-14	13F	沃隆资本管理有限公司		3,278		315
2025-08-05	13F	机械资本公司		17,782	137.60	1,708	127.30
2025-08-07	13F	艾迪生顾问有限责任公司		315	728.95	30	900.00
2025-07-25	NP	CZMVX - 多经理价值策略基金机构类		81,677	5.66	7,913	0.79
2025-06-30	NP	QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF		4,301	18.13	427	24.56
2025-07-15	13F	马瑟集团有限责任公司。		4,246	114.34	408	105.56
2025-06-26	NP	FWWFX - 富达环球基金 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		199,000		19,749
2025-07-24	NP	ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题		18		2
2025-08-04	13F	Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors）		13,883	0.67	1,333	-2.98
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		272	12.40	27	18.18
2025-08-14	13F	长城汽车顾问有限责任公司		10,202	26.31	980	20.86
2025-08-26	NP	机构投资策略基金		19	850.00	2
2025-06-24	NP	SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		597,865	1.92	59,332	7.38
2025-08-11	13F	FSA财富管理有限责任公司		160		15
2025-08-26	NP	GPIX - 高盛 S&P 500 核心溢价收入 ETF		5,158	70.57	495	63.37
2025-08-07	13F	传统财务顾问公司		2,619	0.11	252	-4.20
2025-07-10	13F	交易所交易概念有限公司		9,322	2.47	895	-1.97
2025-07-21	13F	Qrg 资本管理公司		55,788	5.70	5,358	1.09
2025-07-23	13F	钛信托公司		16,466	53.95	1,581	47.34
2025-08-22	NP	PHEQ - 参数对冲股票 ETF		3,208	9.86	308	5.12
2025-06-27	NP	PUI - Invesco DWA 公用事业动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17,070	43.92	1,694	51.66
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		217,524	0.84	20,891	-3.54
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		108,585	2.66	10,520	-2.08
2025-07-31	13F/A	亚飞财富		16	166.67	0
2025-08-14	13F	有远见的财富顾问		12,634	46.01	1,213	39.75
2025-08-15	13F	CI 私人财富有限责任公司		42,326	1.11	4,067	-3.24
2025-08-14	13F	现代财富管理有限责任公司		6,260	1.39	601	-2.91
2025-08-06	13F	瑞索纳资产管理有限公司		93,969	8.22	9,015	3.51
2025-07-28	13F	港口投资公司		1,524	0.33	146	-3.95
2025-07-29	13F	美国精神管理公司/纽约		10,900	19.13	1,047	13.94
2025-08-12	13F	三菱日联证券美国公司		5,990	25.37	575	20.04
2025-08-07	13F	康纳克拉克伦投资管理有限公司		76,613	212.95	7,358	199.43
2025-07-25	13F	优素福资本管理有限公司		42,142	0.83	4,047	-3.55
2025-08-08	13F	哈特兰有限公司		5,477	3.81	526	-0.57
2025-06-30	NP	ZAP-Global X 美国电气化 ETF		28,403	7.50	2,819	13.26
2025-07-16	13F	Highline Wealth Partners有限责任公司		260	0.78	25	-4.00
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		9,908	6.31	952	1.71
2025-08-26	NP	INGIX - Voya 美国股票指数投资组合 I 类		21,947	6.53	2,108	1.89
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 大盘价值系列		17,268		1,658
2025-08-13	13F	峰会金融有限责任公司		6,735	16.26	647	11.19
2025-08-08	13F/A	斯特林资本管理有限公司		18,277	23.54	1,755	18.18
2025-08-14	13F	范埃克联合公司		92,001	10.24	9	0.00
2025-08-14	13F	瑞银集团	Call	100		10
2025-07-22	13F	湾港财富管理有限责任公司		9	50.00	1
2025-08-11	13F	马赛克家族财富合作伙伴有限公司		13,834	1.84	1,329	-2.57
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		47,022	2.15	4,516	-2.29
2025-08-14	13F	都铎投资公司等	Put	3,400	30.77	327	24.90
2025-07-29	13F	Huntleigh Advisors, Inc.		13,776	0.26	1,323	-4.06
2025-08-14	13F	都铎投资公司等		126,529	419.71	12,152	397.18
2025-06-25	NP	FUTY - 富达 MSCI 公用事业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		344,040	2.53	34,143	8.02
2025-08-14	13F	都铎投资公司等	Call	2,900	11.54	279	6.51
2025-07-17	13F	迪努佐私人财富有限公司		23	4.55	2	0.00
2025-05-15	13F	格伦梅德信托公司		10,853	1.09	1,090	13.79
2025-06-26	NP	ETLGX - E*TRADE 免费大盘指数基金		43		4
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	1
2025-08-27	NP	LGH - HCM Defender 500 指数 ETF		1,749	21.63	168	15.97
2025-07-16	13F	埃塞克斯金融服务公司		2,418		232
2025-07-28	NP	VCGAX - 成长与收益基金		2,997	41.97	290	35.51
2025-07-29	NP	Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF		264	38.95	26	31.58
2025-08-13	13F	基尔特集团有限公司		60		6
2025-07-25	13F	SPC 金融公司		2,491		239
2025-08-08	13F	加拿大邮政公司注册养老金计划		3,292		316
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		66,688	2.65	6,618	8.15
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		5,990	6.96	575	2.31
2025-08-13	13F	Ceredex 价值顾问有限责任公司		821,830	62.77	78,929	55.70
2025-08-13	13F	亚利桑那州退休系统		78,962	2.29	7,584	-2.15
2025-08-14	13F	大和证券集团公司		52,007	16.36	5	0.00
2025-07-28	13F	纽约州教师退休制度		242,986	0.06	23	-4.17
2025-07-22	13F	伯杰金融集团公司		5,090	0.06	489	-4.31
2025-07-08	13F	NBC 证券公司		35,251	1,104.34	3
2025-08-14	13F	骏利亨德森集团有限公司		4,683,967	0.55	449,847	-3.14
2025-08-11	13F	基石规划集团有限责任公司		429	2.39	44	4.88
2025-08-12	13F	帕瑟顾问公司		39,329	30.60	3,777	24.94
2025-07-29	NP	SEIAX - SIIT 多元资产真实回报基金 - A 类		2,255	0.04	218	-4.39
2025-07-24	13F	德国商业银行股份公司 /fi		7,184	7.84	1
2025-07-21	13F	克伦威尔控股有限公司		783	3.85	75	0.00
2025-07-25	13F	哈特兰银行信托公司		5,177	15.12	497	10.20
2025-08-26	NP	JUSA - 摩根大通美国研究增强型大盘股ETF		263		25
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		11,375	3.89	1,129	9.41
2025-08-11	13F	入口点资本有限责任公司		2,456		236
2025-08-13	13F	奥西亚姆		956		92
2025-08-26	NP	JLPSX - 摩根大通美国大型核心Plus基金I类		129,444	85.30	12,432	77.26
2025-08-27	NP	RYUIX - 公用事业基金投资者类别		5,682	48.78	546	42.30
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		1,541	14.06	148	8.89
2025-07-10	13F	锰服务 Vermogensbeheer BV		49,200	7.19	5	0.00
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		1,228	55.25	118	48.10
2025-07-31	13F	奥本海默公司		6,418	1.26	616	-3.14
2025-08-27	NP	VIMSX - 先锋中盘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		6,100,651	6.29	585,907	1.68
2025-06-25	NP	SPRAX - Pgim Qma 中盘价值基金 A 类		6,900	146.43	685	160.08
2025-06-18	NP	NMFAX - 全国动态美国成长基金 A 类		6,851	3.40	680	8.81
2025-08-05	13F	Tiaa 信托、全国协会		10,531	5.26	1,011	0.70
2025-08-29	NP	DALCX - Dean 中型价值基金		42,314	5.55	4,064	0.97
2025-08-18	13F/A	哈德逊湾资本管理有限公司		353,359	5.10	33,937	0.54
2025-08-27	NP	SSPY - 分层大盘指数 ETF		913	23.88	88	19.18
2025-08-22	NP	Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类		413,858	3.56	39,747	-0.94
2025-08-07	13F	三菱UFJ国际资产管理有限公司		516,265	7.01	49,582	2.37
2025-08-26	13F/A	路德教会的 Thrivent 金融		16,678	14.18	2	0.00
2025-08-26	NP	ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV		915,557	2.24	87,930	-2.20
2025-08-13	13F	耶鲁山投资顾问有限公司		142		14
2025-05-27	NP	FDL - 第一信托晨星股息领先指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		270,785	2.01	27,187	14.90
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		3,649,946	3.86	350,541	-0.65
2025-08-28	NP	FGIAX - Nuveen 全球基础设施基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		99,921	27.25	9,596	21.73
2025-07-29	NP	GAAVX - GMO 另类配置基金 VI 类		7,005	68.27	679	60.66
2025-08-11	13F	里夫斯 WH 有限公司		453,820		43,585
2025-07-24	13F	托莱多信托公司 Na /oh/		221		21
2025-08-14	13F	核心第一银行与信托		1,000		96
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		9,500	9.48	920	4.43
2025-08-19	NP	Securian Funds Trust - SFT T. Rowe 价格价值基金		24,160	4.42	2,320	-0.13
2025-08-11	13F	派恩里奇顾问有限责任公司		1,318	0.61	127	-3.82
2025-07-25	NP	BMSFX - MFS 混合研究中型股票基金 A		69,403		6,724
2025-08-27	NP	保诚系列基金 - 股票指数投资组合 I 类		46,100	1.99	4,427	-2.45
2025-07-16	13F	战略投资解决方案公司/伊利诺伊州		834	0.72	80	-3.61
2025-08-26	NP	主要投资组合 - 标准普尔 500 指数主要投资组合		258,145	4.56	24,792	0.02
2025-08-28	NP	BULIX - 公用事业基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		53,922	167.51	5,179	155.96
2025-08-13	13F	佛罗里达州退休系统国家管理局		255,152	1.09	24,505	-3.30
2025-07-25	13F	基纳财务规划有限责任公司		168		0
2025-06-25	NP	EQIN - 哥伦比亚可持续美国股票收益 ETF		7,852	54.60	779	62.97
2025-07-28	13F	RFG 咨询有限责任公司		4,160	6.23	400	1.53
2025-07-29	13F	私人信托公司		1,936	90.18	186	81.37
2025-08-28	NP	Elevation Series Trust - RiverNorth Patriot ETF		165		16
2025-05-30	NP	TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,881	39.85	189	57.98
2025-07-11	13F	格罗夫银行与信托		111	29.07	11	25.00
2025-08-14	13F	Aqr资本管理有限公司		270,093	52.77	25,775	45.21
2025-07-25	13F	诺斯罗克合伙人有限责任公司		6,046	6.84	581	2.11
2025-08-04	13F	西弗森斯特雷格公司		2,519	13.26	242	8.07
2025-08-06	13F	地平线投资服务有限责任公司		28,470	8.50	2,734	3.80
2025-08-14	13F	Point72 资产管理有限合伙人		923,465		88,690
2025-08-27	NP	Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a)		557,266	4.39	53,520	-0.15
2025-06-26	NP	DFUS - 维度美国股票 ETF		70,311	13.34	6,978	19.41
2025-07-07	13F	Nova财富管理有限公司		7		1
2025-07-15	13F	大街集团有限公司		174	0.58	17	-5.88
2025-08-13	13F	帕纳戈拉资产管理公司		3,398	49.10	326	42.98
2025-08-26	NP	TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		99,440	7.46	9,550	2.80
2025-06-27	NP	OTTRX - Otter Creek 多/空机会基金机构类别		17,500		1,737
2025-07-08	13F	上升顾问有限责任公司		140	0.72	13	0.00
2025-08-04	13F	汉兹金融服务公司		362	48.97	0
2025-08-26	NP	PGUAX - Virtus Duff & Phelps 全球基础设施基金 A 类		26,312	1.69	2,527	-2.70
2025-07-25	13F	俄勒冈州公务员退休基金		23,307	0.43	2,238	-3.91
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
2025-08-22	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		43,447	44.36	4,173	38.10
2025-08-14	13F	制造商人寿保险公司		573,736	3.93	55,102	-0.58
2025-08-12	13F	普利股权公司		0		0
2025-07-23	NP	CFMCX - 中型股基金		4,001	5.62	388	0.78
2025-08-14	13F	舍布鲁克公园顾问有限公司		14,470	54.48	1,390	47.77
2025-08-01	13F	中心点顾问有限责任公司		4		0
2025-07-28	NP	AVMC - Avantis 美国中型股票 ETF		4,526	7.76	438	2.82
2025-08-15	13F	摩根士丹利		2,937,504	23.52	282,118	18.15
2025-08-11	13F	交响金融有限公司		6,440		618
2025-07-11	13F	米勒霍华德投资公司/纽约		84,805	7.13	8,145	2.48
2025-07-28	NP	SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		866,244	13.08	83,922	7.87
2025-07-28	NP	UPRO - ProShares UltraPro S&P500		13,759	16.46	1,333	11.09
2025-07-21	13F	美洲咨询服务有限责任公司		356		34
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		28,873,738	1.65	2,773	-2.74
2025-06-26	NP	FUIIX - 富达电信和公用事业基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		703,447	2.78	69,810	8.28
2025-07-30	13F	道德公司		8,078	11.50	770	5.49
2025-06-25	NP	FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,588	-247.48	2,043	-298.16
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		3,405,438	1.86	329,919	-2.83
2025-04-15	NP	龟能源基础设施公司		179,673	46.06	18,248	57.15
2025-07-30	13F	中美财富咨询集团有限公司		52		5
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		138,221		13,391
2025-08-11	13F	野村资产管理有限公司		88,768	2.37	8,525	-2.07
2025-08-07	13F	伊利诺伊州市政退休基金		100,574	0.89	9,659	-3.49
2025-08-28	NP	XLU - 公用事业精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,079,322	2.55	391,778	-1.90
2025-08-14	13F	西永资本有限公司		2,604	10.57	250	5.93
2025-08-12	13F	恒线顾问公司		467,532	1.35	44,902	-3.06
2025-08-14	13F	加拿大养老金计划投资委员会		324,195	18.79	31,136	13.63
2025-08-26	NP	Profunds - Profunds 公用事业副总裁		10,700	51.90	1,028	45.26
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		118,044	7.58	11,715	13.33
2025-07-28	NP	XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,923	21.08	477	15.53
2025-07-22	13F	谷国家顾问公司		12	20.00	0
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		8,871,857	5.57	852,053	0.98
2025-08-06	13F	双创资本管理公司		5,657		543
2025-08-13	13F	古根海姆资本有限公司		25,917	11.84	2,489	7.01
2025-08-14	13F	USS投资管理有限公司		40,997	100.58	3,935	91.72
2025-07-25	NP	LOWV - AB 美国低波动性股票 ETF		14,429	4.98	1,398	0.14
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		4,892	1.75	485	7.30
2025-08-13	13F	洛克波特财富有限责任公司		2,517		242
2025-08-13	13F	麦肯齐金融公司		29,940	3.69	2,875	-0.83
2025-08-12	13F	AlphaCore资本有限责任公司		146		14
2025-08-15	13F	大西人寿保险公司 /can/		183,871	36.38	18	30.77
2025-08-14	13F	麦格理集团有限公司		209,178	0.01	20,090	-4.33
2025-07-24	NP	SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF		15,784	20.40	1,529	14.88
2025-08-26	NP	TCAL - T. Rowe Price 资本增值溢价收益 ETF		3,863	93.15	371	85.50
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类	Short	-34,933	-36.38	-3,355	-39.15
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		43,755	24.17	4,342	30.82
2025-06-27	NP	RSPU - Invesco S&P 500 等权重公用事业 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		138,237	5.48	13,719	11.12
2025-06-30	NP	AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类		394,108	36.63	39,111	43.94
2025-07-29	NP	Voya 基础设施、工业和材料基金		7,090		687
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级		1,023	-328.86	98	-322.73
2025-08-14	13F	综合财富概念有限责任公司		11,015	18.71	1,058	13.53
2025-06-24	NP	ESGG - FlexShares STOXX 全球 ESG 影响指数基金 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		456		45
2025-08-14	13F	沃洛里奇投资管理有限公司		270,213		25,951
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类		4,076	1.65	391	-2.74
2025-08-08	13F	马萨诸塞州金融服务公司 /ma/		1,707,515	5.97	163,990	1.37
2025-07-08	13F	并行顾问有限责任公司		5,312	0.95	510	-3.41
2025-06-23	NP	PPSFX - 大型股价值基金 III R-3		6,511	10.43	646	16.40
2025-08-11	13F	授权基金有限责任公司		6,486	3.69	623	-0.96
2025-05-15	13F	卡普罗克集团有限公司		7,359	122.26	739	150.17
2025-08-14	13F	本杰明·爱德华兹公司		35,311	1,129.92	3,391	1,077.43
2025-07-24	NP	NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF		12		1
2025-07-11	13F	布西财富管理		13,310	0.51	1,278	-3.84
2025-08-13	13F	贝尔德金融集团有限公司		9,359	0.31	899	-4.06
2025-08-13	13F	纽约州共同退休基金		110,718	2.31	11	0.00
2025-07-24	NP	FPKFX - 富达清教徒 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		7,755		751
2025-08-04	13F	财务规划中心有限公司		181		17
2025-08-26	NP	QCEQRX - 股票指数账户类别 R1		132,057	10.21	12,683	5.42
2025-08-13	13F	琼斯金融公司有限责任公司		67,542	34.54	6,443	28.60
2025-07-07	13F	福克斯希尔财富管理		18,584	3.52	1,785	-1.00
2025-08-14	13F	索罗班资本合伙公司		1,378,981	22.19	132,437	16.89
2025-08-11	13F	B.梅茨勒塞尔。索恩公司		12,517	8.68	1,202	3.98
2025-07-22	13F	净值顾问小组		3,145	4.24	302	0.00
2025-08-11	NP	CMEUX - 六圈管理股票投资组合美国无限制基金		106,422	3.06	10,221	-1.42
2025-07-15	13F	俄亥俄州公共雇员退休制度		92,154	0.54	8,850	-3.83
2025-08-21	NP	MXEQX - Great-West 大型价值基金投资者类别		106,454	6.64	10,224	2.01
2025-08-12	13F	科尔德斯特里姆资本管理公司		6,031	11.25	579	6.43
2025-07-15	13F	Droms Strauss 顾问公司 /mo/ /adv		5,132	99.46	493	90.70
2025-05-15	13F	乐天投资管理公司		24,587	62.67	2,451	87.53
2025-08-06	13F	普洛斯佩拉金融服务公司		7,503		721
2025-08-01	13F	奇尔顿资本管理有限公司		295,398		28,370
2025-08-12	13F	西北互助投资管理公司		8,622	0.44	828	-3.83
2025-08-27	NP	Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a)		10,719	1.27	1,029	-3.11
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,555	48.10	149	41.90
2025-05-28	NP	DHIVX - 中心全球基础设施基金投资者类别		1,874		188
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		171,858	5.37	17,055	11.01
2025-08-14	13F	LMR 合伙人律师事务所		3,097	22.56	297	17.39
2025-08-14	13F	科维茨投资集团合作伙伴有限责任公司		2,962	8.06	285	3.27
2025-08-25	NP	LVHD - 美盛低波动高股息 ETF		59,966	5.53	5,759	0.96
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		5,088	69.77	505	78.72
2025-08-15	NP	Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金		3,208	44.90	308	38.74
2025-08-15	13F	Captrust 财务顾问		19,390	9.55	1,862	4.84
2025-08-28	13F/A	拉瓦卡资本有限公司		7,351	0.56	706	-3.82
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		887,311	5.71	88,057	11.37
2025-08-07	13F	LFA - 卢加诺财务顾问公司		64		6
2025-08-07	13F	峰会 X 有限责任公司		40,837	92.97	3,922	84.60
2025-08-13	13F	韩国投资公司		213,594	4.53	20,514	0.00
2025-04-01	13F	中心资产管理有限责任公司		2,016		0
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		6,629	7.65	658	13.28
2025-07-28	NP	SSO - ProShares Ultra S&P500		24,326	0.23	2,357	-4.38
2025-08-12	13F	改变路径有限责任公司		7,350	32.43	706	26.57
2025-08-11	13F	新时代阿尔法顾问有限责任公司		29,567		2,840
2025-08-11	13F	斯莱格金融有限责任公司		4,304	9.77	413	5.09
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 全市值系列		6,170		593
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		3,212	9.89	308	5.12
2025-08-04	13F	奎克财富管理有限责任公司		6		1
2025-08-29	NP	SOIUX - 美国精神公用事业基金机构股票		10,900	19.13	1,047	13.94
2025-08-11	13F	科维斯特有限公司		242	0.83	0
2025-08-14	13F	SummitTX Capital，LP		180,364	22.39	17,322	17.07
2025-08-13	13F	华尔街眼资本有限责任公司	Call	6,200		595
2025-08-26	NP	TEQI - T. Rowe 价格股票收益 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		40,797	5.46	3,918	0.90
2025-08-14	13F	Mml 投资者服务有限公司		20,332	14.06	2	0.00
2025-08-13	13F	克雷塞特资产管理有限责任公司		5,596	26.12	537	20.67
2025-05-22	NP	ROUS - Hartford 多因子美国股票 ETF		11,796	73.57	1,184	95.70
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		24,708	1,436.57	2,394	1,368.10
2025-07-07	13F	Versant 资本管理公司		588	2.98	56	-1.75
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		40,743	6.20	3,947	1.31
2025-08-04	13F	联合银行		53,918	0.31	5	0.00
2025-08-14	13F	峰会步道顾问有限公司		2,719		261
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		14		1
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		154,581	1.25	14,976	-3.42
2025-08-13	13F	格兰瑟姆·梅奥·范·奥特卢有限公司		7,105	1.43	682	-2.99
2025-08-14	13F	霍华德休斯医学院		58		6
2025-08-07	13F	虎钳技术公司		3,717	36.05	357	46.91
2025-08-14	13F	Evercore财富管理有限责任公司		3,670	1.94	352	-2.49
2025-07-29	NP	SILVX - SGI 美国大盘股票基金 I 类		11,228		1,088
2025-07-14	13F	战略规划公司		45,217		4,540
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		387,746	9.68	37,565	4.63
2025-07-25	NP	FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,809	0.56	660	-4.08
2025-08-06	13F	AE 财富管理有限责任公司		3,511	9.55	337	4.98
2025-07-16	13F	圣日耳曼 DJ 公司		429	24.71	41	20.59
2025-07-21	13F	轩尼诗顾问公司		41,880	2.70	4,022	-1.76
2025-08-14	13F	伯克希尔全球管理有限公司		100,000		9,604
2025-08-05	13F	南达科他州投资委员会		6,800	100.00	1
2025-06-30	NP	ALTL - Pacer Lunt 大盘交流发电机 ETF		13,183		1,308
2025-08-29	NP	EPS - WisdomTree 美国大型基金不适用		5,120	1.39	492	-3.16
2025-07-16	13F	巴顿基金管理公司		2,241		215
2025-07-30	NP	ENDW - Cambria 捐赠基金 ETF		5		0
2025-06-26	NP	贝莱德基金 - iShares 罗素中型股指数机构基金 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		45,953	0.89	4,560	6.29
2025-08-14	13F	沃伦·艾弗里特资产管理有限责任公司		3,030	7.41	291	2.83
2025-07-17	13F	卡瓦尔资本合作伙伴集团有限公司		2,760	0.36	265	-3.99
2025-05-22	NP	HLGE - 哈特福德长寿经济 ETF		376	332.18	38	428.57
2025-08-04	13F	俄亥俄州		6,450		619
2025-08-13	13F	Natixis 顾问有限公司		61,919	2.74	6	-16.67
2025-08-27	NP	BBVLX - Bridge Builder 大盘价值基金		549,616	3.17	52,785	-1.31
2025-07-22	13F	UniSuper管理有限公司		660,103	22.23	63,396	16.93
2025-07-18	13F	PFG 投资有限责任公司		2,919	0.34	280	-4.11
2025-07-31	13F	顶峰财富管理集团有限公司		3,956		380
2025-08-20	NP	AMOMX - AQR 大盘动量型基金 I 类		19,498	689.07	1,873	840.70
2025-08-12	13F	克利尔街市场有限责任公司		183		18
2025-03-27	NP	PTLC - Pacer Trendpilot 美国大盘 ETF		18,346	10.87	1,728	31.81
2025-08-27	NP	HCSRX - 天主教 SRI 增长投资组合 HC 战略股票		268	44.09	26	38.89
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		271,220	4.80	26,276	-0.03
2025-08-04	13F	阿特里亚投资有限公司		17,346	6.50	1,666	1.83
2025-08-26	NP	PRCFX - T. Rowe Price 资本增值及收益基金		20,011	12.45	1,922	7.56
2025-07-03	13F	信托金融集团有限责任公司		2,094		202
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		69,112	36.33	6,638	30.42
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	11,800	93.44	1,133	85.13
2025-08-22	NP	PAPI - 参数股票溢价收入 ETF		11,748	18.05	1,128	12.91
2025-06-30	NP	VIG - 先锋股息增值指数基金 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		1,426,887		141,604
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		5,012		481
2025-06-24	NP	JMNAX - 摩根大通研究市场中性基金 A 类		32,945	13.55	3,269	19.61
2025-08-12	13F	Legal & General 集团有限公司		2,260,418	4.34	217,091	-0.19
2025-08-05	13F	亨廷顿国家银行		10,947	1.73	1,051	-2.69
2025-08-14	13F/A	斯科波斯实验室有限公司		1,383	40.12	133	34.69
2025-08-14	13F	韦瑟比资产管理公司		3,049	1.57	293	9.36
2025-08-12	13F	路石控股有限责任公司		38,226	7.06	3,671	2.43
2025-08-14	13F	水手有限责任公司		50,888	15.15	4,887	10.17
2025-07-11	13F	朗维财富管理		3,662	0.74	352	-3.57
2025-08-27	NP	TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务		6,311	4.76	606	0.33
2025-08-26	NP	SAMVX - Virtus Ceredex 中盘价值股票基金 A 类		309,600	19.08	29,734	13.90
2025-07-23	13F	马里兰州退休金系统		13,116	5.46	1,260	0.88
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		26,409	11.33	2,559	6.19
2025-07-24	13F	美国合众银行\de\		102,923	1.60	9,885	-2.81
2025-08-14	13F	两西格码投资有限合伙人		27,783	45.92	2,668	39.61
2025-08-14	13F	格雷厄姆资本管理有限合伙人		75,942	15.33	7,293	10.33
2025-08-25	NP	GCHDX - Gotham 对冲核心基金机构类别	Short	-74	-28.16	-7	-30.00
2025-08-14	13F	千禧管理有限公司	Call	23,800		2,286
2025-06-27	NP	OCFS——Otter Creek 焦点策略 ETF		2,722		270
2025-08-01	13F	瑞穗市场美洲有限公司	Put	582,399		97
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		371,083	11.71	35,639	6.86
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		87,875	0.90	8,721	6.29
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		20,334	4.79	1,970	-0.05
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		26,347	2.08	2,530	-2.35
2025-08-01	13F	纽约人寿投资管理有限公司		36,569	1.84	3,512	-2.58
2025-08-14	13F	吉萨洛资本管理有限责任公司		100,000		9,604
2025-08-14	13F	拉扎德资产管理公司		54,733	47.43	5	66.67
2025-08-15	13F	Binnacle投资公司		11		1
2025-07-25	NP	BRUDX - MFS 混合研究价值股票基金 A		7,353	0.96	712	-3.65
2025-08-27	NP	JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一）		1,969,548	2.09	189,155	-2.34
2025-08-27	NP	HCIGX - 机构成长股票投资组合 HC 战略股票		15,550	14.62	1,493	9.62
2025-08-13	13F	VestGen Advisors, LLC		2,254		216
2025-08-22	NP	XAOKX - 指数 500 投资组合初始类别		87,412	0.43	8,395	-3.93
2025-08-14	13F	瑞银资产管理美洲公司		1,525,348	20.86	146,494	15.61
2025-08-08	13F	KBC 集团		27,310	20.68	3	0.00
2025-07-24	NP	FPURX - 富达清教徒基金 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		114,966		11,138
2025-08-12	13F	新常春藤资本管理公司		2,793		268
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		44,260	16.44	4,392	22.68
2025-08-21	NP	RALIX - Lazard 实物资产和定价机会投资组合机构股票		404	7.16	39	2.70
2025-07-25	13F	红杉财务顾问有限责任公司		9,455	10.08	908	5.34
2025-07-28	13F	安联资产管理有限公司		135,036	0.04	12,969	-4.30
2025-08-14	13F	EP 财富顾问公司		3,507	22.20	337	16.67
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类	Short	-270		-26
2025-03-28	NP	HAPI - 港湾企业文化ETF		6,514	3.66	614	12.07
2025-07-29	13F	北欧联合银行投资管理公司		13,381	2.76	1,278	-2.96
2025-07-29	NP	EBI-长景优势ETF		1,959	61.37	190	53.66
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		812	22.66	81	29.03
2025-08-14	13F	能源收入合作伙伴有限责任公司		289,865	38.46	27,839	32.44
2025-08-12	13F	峰会全球投资		23,543		2
2025-08-28	NP	SIFAX - SIMT 多资产通胀管理基金 F 类		1,528	2.14	147	-2.67
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		113,474	5.74	11,261	11.40
2025-07-29	13F	芝加哥合伙人投资集团有限责任公司		2,274	10.44	227	11.27
2025-07-31	13F	催化剂资本顾问有限责任公司		907	72.11	87	67.31
2025-07-29	NP	John Hancock Funds II - 美国行业轮换基金类别资产净值		27,339	6.06	2,649	1.18
2025-08-08	13F	福斯塔·阿普丰登		50,300	14.06	4,831	9.10
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		17,805	2.08	1,767	7.49
2025-08-25	NP	QWVPX - Clearwater 核心股票基金		2,100	31.25	202	25.63
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		220		21
2025-06-25	NP	GCVIX - 高盛大盘价值洞察基金机构		10,852		1,077
2025-05-30	NP	GMLGX - GuideMark(R) 大盘核心基金服务股票		2,545	42.02	256	60.38
2025-08-28	NP	新时代阿尔法基金信托 - NAA 大盘价值基金 A 类		6,129		589
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		430,789	2.45	41,373	-2.00
2025-08-14	13F	Xponance公司		46,683	28.72	4,483	23.13
2025-06-26	NP	FULVX - 富达美国低波动股票基金		2,847		283
2025-08-13	13F	NEOS投资管理有限责任公司		17,264	26.09	1,658	20.67
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		2,216	5.37	213	0.47
2025-08-06	13F	大西洋联合银行股份公司		773		74
2025-08-20	NP	RIFR - 全球基础设施主动型 ETF		2,384		229
2025-07-25	13F	斯蒂芬斯咨询有限公司		6		1
2025-08-14	13F/A	巴克莱银行		1,231,412	3.37	118	-0.84
2025-06-27	NP	UTES - Virtus Reaves 公用事业 ETF		67,215	2,364.80	6,670	3,429.10
2025-08-28	NP	IWR - iShares Russell 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		939,092	4.51	90,190	-0.03
2025-08-14	13F	魁北克加丁储蓄银行联合会		5,128	4.10	492	-0.40
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		17,829	5.01	1,712	0.47
2025-08-08	13F	基金会投资顾问有限责任公司		3,258	0.06	313	-4.29
2025-08-29	NP	SPXUX-WisdomTree 500 数字基金 N/A		58	205.26	6	400.00
2025-07-17	13F	阿奇福德资本策略有限责任公司		8,494	0.22	816	-4.12
2025-08-06	13F	世邦魏理仕歌乐证券有限公司		49,823	1,344.14	4,785	1,282.95
2025-08-14	13F	决议资本有限公司		49,667	22.07	4,770	16.80
2025-06-23	NP	LVPIX - 大盘价值深度投资者类别		1,490	1,218.58	148	1,370.00
2025-08-14	13F	Point72 欧洲（伦敦）有限责任合伙		79,625		7,647
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		136,605	2.52	13,234	-2.20
2025-07-24	13F	奋进私人财富有限公司		5,866	18.29	563	13.28
2025-08-12	13F	全球退休合作伙伴有限责任公司		248	48.50	24	64.29
2025-06-30	NP	PALC - Pacer Lunt 大盘多因素交流发电机 ETF		15,066		1,495
2025-08-12	13F	繁荣金融有限责任公司		35,111	6.93	3,372	2.31
2025-06-26	NP	FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,808	15.28	973	21.47
2025-08-22	NP	FMDE - 富达增强型中盘 ETF		34,861	5.59	3,348	1.03
2025-08-28	NP	指数 - S&P 500(R) 等权重空载股		687	2.38	66	-2.99
2025-08-11	13F	Aptus 资本顾问有限公司		2,996	10.15	288	5.13
2025-08-26	NP	SVIIX - Virtus Ceredex 大盘价值股票基金 A 类		139,287	136.82	13,377	126.54
2025-08-14	13F	西门子基金投资有限公司		1,674	2.32	161	-2.44
2025-08-14	13F	海德兰兹技术有限责任公司		1,166		112
2025-08-11	NP	CUSUX - 六环美国无约束股票基金		65,507	1,377.38	6,291	1,313.71
2025-08-14	13F	第一集团贸易有限公司	Call	1,000	400.00	96	380.00
2025-08-13	13F	阿蒙迪		319,852	8.90	30,539	2.26

MX:AEE
US:AEE	US$99.16
GB:0HE2	US$100.04
IT:1AEE	€85.50

DE:AE4 / Ameren Corporation - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

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