机构和基金投资人持股 - 买家
在第一资本金融公司中开设新头寸的主要持有者包括 Sessa 资本 IM, LP, 声音观察资本有限责任公司, Rokos 资本管理有限公司, 信托管理公司 /wi/, 汤姆斯资本投资管理有限公司, 独木舟金融有限合伙人, Primecap 管理公司/ca/, VHCOX - Vanguard Capital Opportunity 基金投资者股份, Teewinot 资本顾问有限责任公司, 勃朗特资本管理有限公司, CMUAX - Columbia Select 中盘价值基金 A 类, 布鲁尼合资公司/co, 工匠合伙人有限合伙企业, 丹杜资本有限责任公司, 尼什卡玛资本有限责任公司, ANEFX - 新经济基金A类, FMIHX - 大盘基金投资者类别, 工匠合伙人有限合伙企业, 德罗伊和德弗罗私人投资顾问公司, 和 特鲁斯资本顾问有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,842 | 74.32 | 727 | 64.25 | ||||
| 2025-07-29 | NP | VNSAX - Vaughan Nelson Select 基金 A 类 | 82,485 | 15,602 | ||||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 3,512 | 0.34 | 747 | 19.14 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 143 | 30 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 9,019 | 443.31 | 1,919 | 545.79 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 97,552 | 9.89 | 18,452 | 3.65 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 9,507 | 66.99 | 2,023 | 98.24 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 845 | 112.85 | 180 | 152.11 | ||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 488 | 104 | ||||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 9,359 | 104.61 | 1,991 | 147.02 | ||||
| 2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 3,338 | 98.93 | 710 | 137.46 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 11,471 | 10.51 | 2,441 | 57.01 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 7,670 | 18.36 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,484 | 316 | ||||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 746 | 58.72 | 159 | 88.10 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 1,474 | 0 | ||||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 157,670 | 33,546 | ||||||
| 2025-08-13 | 13F | 丰业资本公司 | 9,936 | 25.36 | 2,114 | 48.70 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 1,033 | 0 | ||||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Call | 30,000 | 4,492 | |||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 17,000 | 2,545 | ||||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 204 | 43 | ||||||
| 2025-08-07 | 13F | 西北银行股份公司 | 1,293 | 275 | ||||||
| 2025-07-17 | 13F | 城市控股公司 | 6,146 | 10.90 | 1,308 | 31.62 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,032 | 220 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,078 | 442 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 53,069 | 65.54 | 11,293 | 96.45 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 7,768,393 | 66.09 | 1,652,803 | 97.09 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 972 | 20.15 | 175 | 6.71 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 264 | 137.84 | 56 | 194.74 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 8,711 | 173.93 | 1,912 | 222.26 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 1,200 | 255 | ||||||
| 2025-07-18 | 13F | 第一太平金融 | 49 | 104.17 | 10 | 150.00 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 1,041 | 61.40 | 221 | 92.17 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 2,554 | 64.24 | 543 | 95.32 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 228,005 | 180.37 | 48,511 | 232.69 | ||||
| 2025-08-13 | 13F | 直径资本有限合伙人 | 1,257 | 267 | ||||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 16,145 | 826.81 | 3,435 | 1,000.64 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 128,394 | 77.83 | 27,317 | 111.02 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,674 | 32.67 | 994 | 57.53 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 950 | 202 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 34 | 325.00 | 7 | 600.00 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 6,928 | 253.65 | 1,474 | 319.94 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36,870 | 127.94 | 7,856 | 179.97 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 6,100 | 29.79 | 1,100 | 14.84 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,262 | 268 | ||||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 1,185 | 252 | ||||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 1,020 | 0 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 293 | 13.57 | 62 | 34.78 | ||||
| 2025-08-12 | 13F | 联合银行 | 246,764 | 1,643.79 | 52,502 | 1,969.41 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 25,800 | 25.85 | 5,489 | 49.36 | |||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 50,778 | 102.12 | 9,605 | 90.63 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 507,275 | 192.04 | 107,928 | 246.58 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 9,887 | 70.70 | 2,104 | 102.60 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 4,826 | 23.90 | 1,026 | 46.99 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 1,671 | 363 | ||||||
| 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 | 19,530 | 287.81 | 4,155 | 360.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 30,480 | 60.95 | 6,485 | 90.99 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,823 | 32.22 | 601 | 57.07 | ||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 2,714 | 577 | ||||||
| 2025-08-12 | 13F | 遗产信托公司 | 19,182 | 1.84 | 4,081 | 20.85 | ||||
| 2025-06-26 | NP | DUSA - 戴维斯精选美国股票 ETF | 373,147 | 13.00 | 67,263 | -0.01 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 42,700 | 29.79 | 9,085 | 54.02 | |||
| 2025-08-14 | 13F | 10Elms律师事务所 | 31 | 7 | ||||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 17,212 | 4 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 6,915 | 66.71 | 1,471 | 97.98 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 2,428 | 60.37 | 435 | 61.71 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 11,142 | 311.14 | 2,412 | 396.09 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 2,082 | 18.30 | 443 | 40.32 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 3,635 | 30.94 | 773 | 55.53 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 993 | 211 | ||||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,903 | 1 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 55,186 | 110.04 | 11,741 | 149.28 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 1,113 | 56.98 | 237 | 85.83 | ||||
| 2025-07-23 | 13F | Integris 财富管理有限责任公司 | 4,770 | 1,015 | ||||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 3,738 | 810 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 22,767 | 73.93 | 4,844 | 106.35 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 9,795 | 2,084 | ||||||
| 2025-07-29 | 13F | 舒伯特公司 | 3,247 | 691 | ||||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 76,900 | 157.02 | 16,361 | 205.01 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 953 | 203 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 4,193 | 62.96 | 892 | 93.49 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 976 | 213 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,030 | 166.84 | 219 | 217.39 | ||||
| 2025-07-29 | NP | MPISX - 纽约梅隆银行收益股票基金 M 类股票 | 20,421 | 27.06 | 3,863 | 19.83 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 3,556 | 70.96 | 757 | 103.23 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 3,380 | 719 | ||||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 485 | 60.60 | 103 | 90.74 | ||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 889,662 | 292.44 | 189,284 | 368.24 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 7,149 | 61.38 | 1,521 | 91.56 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,514 | 32.46 | 322 | 57.84 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 10,385 | 43.32 | 2,209 | 70.05 | ||||
| 2025-08-26 | NP | 贝莱德战略全球债券基金公司 - 贝莱德战略全球债券基金公司投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,656 | 59.08 | 352 | 89.25 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 1,780 | 23.53 | 321 | 9.22 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 73,624 | 24.81 | 15,664 | 48.11 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 3,160 | 12.90 | 1 | |||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 147,567 | 67.31 | 27,912 | 57.80 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 274 | 58 | ||||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 1,610 | 4.89 | 343 | 24.36 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 103,981 | 65.89 | 22,123 | 96.85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 5,144 | 67.07 | 1,094 | 98.19 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 1,146 | 206 | ||||||
| 2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 40,277 | 7,618 | ||||||
| 2025-03-24 | NP | NABAX - Neuberger Berman 绝对回报多管理人基金 A 类 | Short | -1,925 | 50.27 | -392 | 88.46 | |||
| 2025-08-05 | 13F | Citadel 投资咨询公司 | 950 | 0 | ||||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 323 | 116.78 | 58 | 93.33 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,545 | 32.73 | 329 | 57.69 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 1,502 | 0.13 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 166,700 | 12.33 | 35,482 | 33.37 | |||
| 2025-08-29 | 13F | 全面投资管理公司 | 18 | 4 | ||||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 186,107 | 9,852.25 | 39,596 | 11,719.70 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 51,300 | 207.19 | 10,919 | 264.82 | |||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 42,232 | 654.14 | 8,985 | 794.92 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 103 | 87.27 | 22 | 133.33 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 69,064 | 618.89 | 14,694 | 753.31 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 320,462 | 446.15 | 68,181 | 548.11 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 16,550 | 3,521 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 3,850 | 819 | ||||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 969 | 206 | ||||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 1,318,244 | 54.48 | 280,470 | 83.30 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 739,426 | 6.05 | 157,320 | 25.84 | ||||
| 2025-08-26 | NP | TSWEX - TSW 大盘价值基金顾问股票 | 5,096 | 1,084 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 22,903 | 87.81 | 4,873 | 122.92 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 107 | 48.61 | 23 | 83.33 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 8,404 | 1,590 | ||||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 1,349 | 0 | ||||||
| 2025-07-28 | 13F | 道明资产管理公司 | 243,404 | 65.83 | 51,787 | 96.77 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 1,041 | 221 | ||||||
| 2025-08-19 | 13F | 坎贝尔资本管理公司 | 36,002 | 7,660 | ||||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 82,584 | 67.06 | 17,571 | 98.24 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 2,055 | 437 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 9,678 | 70.54 | 2,081 | 103.52 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 10,045 | 458.37 | 2,137 | 563.66 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 70,895 | 2,448.35 | 15,084 | 2,928.71 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 146,694 | 359.87 | 31,211 | 445.72 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 44,437 | 238.93 | 9,454 | 302.30 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 2,164 | 460 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 85,650 | 0.43 | 18,223 | 19.18 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 28,385 | 26.89 | 5,369 | 19.68 | ||||
| 2025-08-29 | NP | KMDVX - Keeley Mid Cap Dividend Value Fund A 类 | 1,920 | 408 | ||||||
| 2025-07-07 | 13F | 西联银行 | 5,482 | 1,166 | ||||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 7,157 | 17.50 | 1,523 | 39.38 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 3,950,610 | 64.05 | 840,532 | 94.67 | ||||
| 2025-05-22 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 10,520 | 168.64 | 1,886 | 170.20 | ||||
| 2025-08-26 | NP | SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 | 61,586 | 15.95 | 13,103 | 37.59 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 10,071 | 24.98 | 2,143 | 48.34 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 31,520 | 53.25 | 5,962 | 44.57 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 45,167 | 422.95 | 9,610 | 520.74 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 37,506 | 22,358.68 | 6,761 | 28,066.67 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 340,633 | 68.26 | 72,473 | 99.67 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 28,193 | 6 | ||||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 21,238 | 92.01 | 4,519 | 127.84 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 117 | 14.71 | 22 | 10.00 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 9 | 2 | ||||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 6,991 | 1,487 | ||||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 188 | 34 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 16,609 | 92.68 | 3,142 | 81.77 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 60 | 130.77 | 13 | 200.00 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 4,086 | 6.99 | 869 | 27.05 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 1,902 | 1.87 | 405 | 20.96 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 6,802 | 24.24 | 1,447 | 47.50 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,559 | 332 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 26,077 | 543.88 | 5,548 | 664.19 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,244 | 87.31 | 478 | 122.90 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 10,664 | 62.41 | 2,269 | 92.69 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 24,324 | 69.27 | 5,175 | 100.89 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,493,636 | 72.65 | 317,786 | 104.87 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 5,180 | 688.43 | 980 | 647.33 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 67,483 | 22.60 | 14,358 | 45.48 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 96,413 | 58.09 | 20,513 | 87.61 | ||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 80,743 | 85.48 | 17,179 | 120.09 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,288 | 87 | ||||||
| 2025-07-15 | 13F | 真正的独立有限责任公司 | 3,202 | 1.75 | 681 | 20.74 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 1,612 | 343 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 338 | 73.33 | 72 | 108.82 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 14 | 3 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 7,637 | 270.55 | 1,625 | 340.11 | ||||
| 2025-07-18 | 13F | 联合银行 | 1,019 | 217 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,238 | 263 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 1,684 | 3.38 | 358 | 22.60 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 526 | 112 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 35 | 7 | ||||||
| 2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 1,015 | 216 | ||||||
| 2025-07-24 | 13F | Shikiar资产管理公司 | 37,838 | 8 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 16,111 | 47.44 | 3,428 | 74.94 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 13,233 | 93.49 | 2,815 | 129.61 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 35,109 | 7.00 | 7,470 | 26.96 | ||||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 3,382 | 720 | ||||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 6,214 | 1,322 | ||||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,797,951 | 4,819 | ||||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 32,251 | 7 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 13,213 | 94.11 | 2,811 | 130.41 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 2,735 | 13.30 | 582 | 34.72 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 520,500 | 2.46 | 110,742 | 21.58 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 72,920 | 11.46 | 15,514 | 32.27 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 518 | 69.84 | 110 | 103.70 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 3,066 | 55.40 | 652 | 84.70 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 228,371 | 130.86 | 48,594 | 173.99 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 678 | 25.56 | 143 | 48.96 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 63 | 215.00 | 13 | 333.33 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 46,038 | 91.72 | 9,795 | 127.53 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 6,022 | 0.79 | 1,281 | 19.61 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,333 | 0 | ||||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,054 | 66.05 | 437 | 97.74 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 6,972 | 36.20 | 1,483 | 61.72 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,018 | 217 | ||||||
| 2025-08-06 | 13F | 布鲁尼合资公司/co | 284,764 | 60,586 | ||||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 970 | 206 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 2,150 | 487.43 | 388 | 422.97 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 5,734 | 1,220 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 21,072 | 7.72 | 4,483 | 27.83 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 2,456 | 101.97 | 523 | 139.45 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 26,256 | 9.09 | 5,349 | 46.76 | ||||
| 2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 2,139 | 436 | ||||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,013 | 215 | ||||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,347 | 59.98 | 287 | 90.67 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,634 | 345 | ||||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 6,059 | 3.63 | 1,289 | 23.70 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 25,184 | 6.37 | 5,358 | 26.22 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 957 | 204 | ||||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 43,168 | 153.04 | 9,184 | 200.33 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 12,765 | 185.95 | 2,716 | 239.38 | ||||
| 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 | 124,277 | 0.09 | 22,402 | -11.43 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 384,964 | 67.61 | 81,905 | 98.89 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | Call | 1,000 | 213 | |||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,602 | 341 | ||||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,696 | 316.05 | 574 | 393.97 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 5,644 | 106.06 | 1,201 | 144.40 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 687 | 0 | ||||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 13,090 | 7.96 | 2,785 | 28.10 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 27,708 | 141.82 | 5,957 | 190.02 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,120 | 238 | ||||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,274 | 271 | ||||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,278 | 272 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 12,680 | 170.19 | 2,698 | 220.69 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 33,442 | 65.47 | 7,115 | 96.38 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 16,800 | 15.86 | 2,515 | 25.31 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 2,831 | 602 | ||||||
| 2025-08-15 | 13F | 资产配置策略有限责任公司 | 1,340 | 4.20 | 285 | 23.91 | ||||
| 2025-08-14 | 13F | 勇敢的战士顾问有限责任公司 | 1,832,991 | 190.24 | 389,987 | 244.40 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 91 | 19 | ||||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 32,500 | 46.93 | 7 | 100.00 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 1,446 | 308 | ||||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 1,970 | 407.73 | 419 | 507.25 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 580 | 625.00 | 123 | 778.57 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 31 | 6 | ||||||
| 2025-07-16 | 13F | 达科他财富管理 | 47,500 | 2.03 | 10,106 | 21.07 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 247,274 | 5.44 | 44,574 | -6.70 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 9,728 | 80.65 | 1,840 | 70.53 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 4,653 | 22.03 | 990 | 44.80 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 89,155 | 23.51 | 19 | 50.00 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 26,380 | 126.50 | 4,990 | 113.66 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 2,328 | 495 | ||||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | Call | 72,500 | 15 | |||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 2,281 | 485 | ||||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 2,492 | 530 | ||||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 152 | 10.14 | 32 | 60.00 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 6,513 | 6.75 | 1,386 | 26.72 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 3,393 | 224.69 | 722 | 285.56 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 1,015 | 216 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 119,222 | 25,366 | ||||||
| 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 | 29,818 | 43.42 | 5,640 | 35.28 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 9,838 | 131.86 | 2,093 | 175.39 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 526 | 5.20 | 112 | 24.72 | ||||
| 2025-08-14 | 13F | 洛斯公司 | 100,000 | 33.33 | 21,276 | 58.22 | ||||
| 2025-08-14 | 13F | 安盛公司 | 57,394 | 33.04 | 12,211 | 57.87 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 3,734 | 133.52 | 794 | 181.56 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 725 | 2.69 | 154 | 22.22 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 1,443 | 307 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 207,015 | 552.14 | 44,045 | 673.92 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 31,774 | 0.04 | 6,760 | 18.72 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 9,900 | 6.45 | 2,106 | 26.33 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -56,674 | 48.51 | -12,058 | 76.22 | |||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 63,141 | 111.95 | 13,434 | 151.51 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Put | 26,900 | 5,723 | |||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 112,038 | 52.58 | 23,837 | 81.05 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 23,874 | 1.50 | 4,304 | -10.19 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 5,685 | 1,210 | ||||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 2,349 | 11.96 | 512 | 49.27 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 8,466 | 188.55 | 1,801 | 243.05 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 11,010 | 3.59 | 2,342 | 22.94 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 8,776 | 165.62 | 1,867 | 215.37 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 51,350 | 23.89 | 10,925 | 47.02 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 55,600 | 70.37 | 11,829 | 102.17 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 98,726 | 9.19 | 17,796 | -3.38 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 2,223 | 5.71 | 473 | 25.20 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 2,850 | 62.30 | 606 | 92.99 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,465 | 19.87 | 950 | 42.43 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 22,310 | 4,220 | ||||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 67,414 | 14.61 | 14,343 | 35.99 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 141,566 | 58.65 | 30,120 | 88.27 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 6,412 | 1,364 | ||||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 12,829 | 4.19 | 2,427 | 2.62 | ||||
| 2025-08-14 | 13F | 德肖公司 | 540,736 | 58.85 | 115,047 | 88.49 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 1,458,965 | 310,366 | ||||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 144,321 | 14.96 | 30,706 | 36.42 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 27,650 | 64.13 | 5,883 | 94.77 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 12,082 | 64.40 | 2,571 | 95.14 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 519 | 110 | ||||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 85,461 | 65.82 | 18 | 100.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 225,360 | 413.48 | 47,948 | 509.24 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 33,046 | 1,904.00 | 7,031 | 2,283.05 | ||||
| 2025-07-28 | 13F | Pb 投资合伙公司 | 154,259 | 2.32 | 32,820 | 21.42 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 5,968 | 101.96 | 1,270 | 139.89 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 17,701 | 3,766 | ||||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 1,423 | 63.19 | 303 | 93.59 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 214,000 | 67.96 | 45,531 | 99.30 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 5,589 | 79.83 | 1,189 | 113.46 | ||||
| 2025-07-24 | 13F | 康宁公司 | 3,809 | 59.71 | 810 | 89.70 | ||||
| 2025-08-14 | 13F | 南岸银行 | 19,263 | 2.94 | 4,098 | 22.15 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,019 | 0 | ||||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 27,822 | 5,919 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 80,482 | 75.03 | 17,123 | 107.70 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 808,131 | 1,487.87 | 171,938 | 1,784.24 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 3,318 | 84.33 | 705 | 120.69 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,412 | 3.47 | 513 | 26.98 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 837 | 11.30 | 178 | 32.84 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 5,156 | 16.23 | 1,097 | 37.86 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 15,294 | 66.38 | 3 | 200.00 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,222 | 25.52 | 1,324 | 48.99 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 2,590 | -240.38 | 467 | -276.52 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 67,161 | 1.92 | 12,106 | -9.81 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 14,801 | 111.96 | 3,149 | 151.52 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 21,093 | 243.42 | 4,488 | 307.54 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 134,114 | 66.84 | 28,534 | 97.99 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,428 | 163.41 | 838 | 148.37 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 764 | 163 | ||||||
| 2025-08-11 | 13F | 信托银行 | 15,217 | 75.11 | 3,238 | 107.77 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,104 | 1,206.83 | 379 | 1,084.38 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 54 | 107.69 | 11 | 175.00 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 12,647 | 55.44 | 2,691 | 84.50 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 10,422 | 63.33 | 2,217 | 93.79 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 2,416 | 514 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 17,314 | 152.98 | 3,684 | 200.16 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 77,475 | 16,483 | ||||||
| 2025-07-14 | 13F | 机械银行信托部 | 1,154 | 246 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 9,600 | 41.18 | 2,042 | 67.51 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 104,276 | 12.52 | 22,186 | 33.52 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 9,016 | 53.59 | 1,966 | 108.16 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 7,500 | 27.12 | 1,596 | 50.90 | |||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 1,222 | 1,320.93 | 260 | 1,626.67 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 4,682 | 996 | ||||||
| 2025-08-14 | 13F | 夏威夷银行 | 6,911 | 142.07 | 1,470 | 187.67 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 309 | 66 | ||||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 454,008 | 66.76 | 96,595 | 97.88 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 41,201 | 39.06 | 7,793 | 31.17 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 27,408 | 59.88 | 5,831 | 89.75 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 3,175 | 676 | ||||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 13,319 | 15.66 | 2,840 | 37.55 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 1,651 | 7.28 | 351 | 27.64 | ||||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 990 | 211 | ||||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 7,585 | 8.45 | 1,614 | 28.63 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,836 | 44.00 | 391 | 71.05 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 3,426 | 57.44 | 729 | 86.67 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 603,410 | 295.67 | 128,382 | 369.52 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 7,113 | 2.89 | 1,570 | 26.72 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 176,319 | 11.53 | 37,514 | 32.35 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 3,062,565 | 5.64 | 651,593 | 25.36 | ||||
| 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 | 1,834,264 | 158,986.21 | 330,644 | 262,315.87 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 23,924 | 62.76 | 5,090 | 93.17 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 16,949 | 50.54 | 3,606 | 78.69 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 14,404 | 2.22 | 3,065 | 21.30 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 212,019 | 184.83 | 40,103 | 168.64 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 2,035 | 433 | ||||||
| 2025-04-28 | NP | NELAX - Nuveen 股票多头/空头基金 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 25 | 5 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 989 | 546.41 | 210 | 677.78 | ||||
| 2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 4,405,352 | 2.29 | 794,109 | -9.49 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 183,924 | 3,713.48 | 39,132 | 4,429.05 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 中盘核心股票基金系列 I | 10,607 | 2,257 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 28 | 5 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 4,569 | 972 | ||||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 52,155 | 11,096 | ||||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 3,801 | 211.30 | 809 | 270.64 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 5,279 | 7.43 | 1,094 | 24.18 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 2,174 | 463 | ||||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,505 | 320 | ||||||
| 2025-08-14 | 13F | 14B资本管理有限合伙人 | 105,000 | 22,340 | ||||||
| 2025-07-15 | 13F | 梧桐金融顾问公司 | 1,494 | 318 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,060 | 226 | ||||||
| 2025-08-13 | 13F | 第1832章 | 626,725 | 438.93 | 133,342 | 539.53 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 8,034 | 67.10 | 1,709 | 98.26 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 12,418 | 1.64 | 2,238 | -10.05 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 6,171 | 60.79 | 1 | |||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,399 | 0.29 | 298 | 18.80 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 97,044 | 544.60 | 20,642 | 665.37 | ||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 1,402 | 302 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 13,481 | 2,868 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 3,269 | 5,440.68 | 696 | 6,850.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 3,586 | 69.15 | 763 | 100.53 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 10,970 | 108.75 | 2,334 | 147.77 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 46,394 | 30.53 | 8,363 | 15.50 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 324,489 | 124.70 | 69,038 | 166.64 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 212,400 | 55.72 | 45 | 87.50 | |||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 958 | 26.55 | 204 | 50.37 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 3,348 | 733 | ||||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 820,363 | 84.48 | 174,540 | 118.91 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 102 | 22 | ||||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 17,733 | 78.58 | 3,773 | 111.91 | ||||
| 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 | 25,924 | 4.79 | 4,673 | -7.26 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,534,453 | 33.66 | 326 | 59.02 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 532,523 | 48.94 | 113,300 | 76.73 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 24,855 | 112.84 | 5,288 | 152.65 | ||||
| 2025-08-14 | 13F | 马耳他资本管理有限公司 | 55,000 | 266.67 | 11,702 | 335.14 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 1,016 | 216 | ||||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 4,422 | 941 | ||||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 42,572 | 135.33 | 9,058 | 228.63 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 42,595 | 112.97 | 9,063 | 152.70 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 3,501 | 745 | ||||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 4,457 | 948 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 89,322 | 57.14 | 19,004 | 86.48 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 163,034 | 106.15 | 34,687 | 144.62 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 147,637 | 31,411 | ||||||
| 2025-08-26 | NP | UEIPX - UBS Engage For Impact 基金 P 级 | 5,966 | 28.30 | 1,269 | 52.34 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 2,948 | 627 | ||||||
| 2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 203 | 43 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 20,900 | 770.83 | 4,447 | 933.95 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 85,893 | 18,275 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 2,672 | 31.17 | 568 | 55.62 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 4,600 | 2,200.00 | 979 | 2,694.29 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 8,400 | 546.15 | 1,787 | 666.95 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 460,044 | 2,549.26 | 97,879 | 3,044.17 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 24,777 | 72.29 | 5,272 | 104.46 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 10,867 | 228.61 | 2,312 | 290.54 | ||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 131,280 | 2.76 | 23,665 | -9.07 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 288 | 102.82 | 61 | 144.00 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 26,123 | 167.63 | 5,558 | 217.54 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 82,707 | 805.49 | 17,597 | 974.89 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 19,819 | 11.41 | 4,217 | 32.20 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 3,522 | 749 | ||||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 115 | 53.33 | 24 | 84.62 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 5,973 | 1,271 | ||||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 10,303 | 13,822.97 | 2,192 | 16,761.54 | ||||
| 2025-08-14 | 13F | 信托管理公司 /wi/ | 727,077 | 154,693 | ||||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 2,175 | 463 | ||||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,738 | 7.62 | 1,395 | -4.78 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 7,504 | 79.56 | 1,597 | 113.08 | ||||
| 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 | 694,402 | 72.67 | 147,741 | 104.90 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 60,747 | 6.04 | 12,925 | 25.83 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 1,000 | 0 | ||||||
| 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 | 322,220 | 69.10 | 60,948 | 59.49 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 18,942 | 101.64 | 4,030 | 139.31 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 4,234 | 111.38 | 901 | 150.70 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 44,213 | 9,407 | ||||||
| 2025-06-26 | NP | DWLD - 戴维斯精选全球 ETF | 103,933 | 10.92 | 18,735 | -1.85 | ||||
| 2025-08-13 | 13F | 梅蒂奇集团有限合伙人 | 2,318,833 | 12.26 | 493,355 | 33.21 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 178 | 15.58 | 38 | 37.04 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,198 | 261 | ||||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 120,000 | 25,531 | |||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 213,482 | 45.53 | 45,420 | 72.69 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,829,065 | 23.56 | 390,150 | 47.33 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 7,999 | 15.46 | 1,702 | 36.96 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 10,579 | 72.38 | 2,251 | 104.55 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,584 | 26.42 | 337 | 50.45 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 627 | 21.51 | 135 | 47.25 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 773,281 | 1,577.25 | 164,523 | 1,890.36 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 34,510 | 73.50 | 7,342 | 105.89 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 5 | 1 | ||||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 12,845 | 244.00 | 2,672 | 312.35 | ||||
| 2025-08-14 | 13F | 九天资本合伙人 | 150,000 | 31,914 | ||||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,667 | 355 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 5,796 | 1,233 | ||||||
| 2025-07-25 | 13F | 海明顿财富管理 | 1,073 | 96.88 | 0 | |||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 9,273 | 1,957 | ||||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 16,603 | 0.30 | 3,532 | 19.04 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 131 | 0 | ||||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 9,545 | 9.61 | 2,031 | 30.04 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 1,773 | 377 | ||||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 1,193 | 0 | ||||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 21,062 | 9.10 | 4,481 | 29.47 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 49,425 | 113.91 | 10,516 | 153.86 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 1,403 | 299 | ||||||
| 2025-08-01 | 13F | 橡树林资本有限责任公司 | 1,069 | 227 | ||||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 3,052 | 657 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 45,161 | 63.39 | 9,608 | 93.91 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 232,710 | 46.05 | 49,511 | 73.31 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 2,170 | 462 | ||||||
| 2025-07-18 | 13F | 宾夕法尼亚资本管理公司 /adv | 4,477 | 185.16 | 953 | 238.79 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 21,220 | 52.08 | 4,014 | 43.42 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 4,332 | 44.50 | 922 | 71.51 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 2,155 | 459 | ||||||
| 2025-08-12 | 13F | 奥兹克银行 | 4,865 | 0.45 | 1,035 | 19.24 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 1,069 | 7.55 | 234 | 30.90 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,195 | 10.53 | 2,307 | 4.25 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 1,415 | 6.79 | 301 | 27.00 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 10,770 | 7.54 | 2,291 | 27.63 | ||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 159 | 29 | ||||||
| 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 | 14 | 16.67 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 13,214 | 61.36 | 3 | 100.00 | ||||
| 2025-07-21 | 13F | 111资本 | 7,340 | 1,562 | ||||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 106,098 | 147.59 | 22,573 | 193.80 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 53,701 | 127.12 | 11,425 | 169.52 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 114,904 | 51.19 | 20,713 | 33.79 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 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 | 26,046 | 70.09 | 5,542 | 101.86 | ||||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 13,309 | 2,832 | ||||||
| 2025-07-15 | 13F | 退休有限责任公司 | 1,075 | 229 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 311,762 | 202.61 | 66,330 | 259.08 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 2,394 | 48.70 | 509 | 76.74 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 25,475 | 75.07 | 5,420 | 107.82 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,512 | 59.19 | 534 | 89.36 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 15,944 | 3,360 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,760,934 | 49.40 | 374,577 | 77.39 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 89,353 | 80.66 | 19,011 | 114.39 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 2,917 | 79.62 | 621 | 113.06 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 5,202 | 7.04 | 1,107 | 26.98 | ||||
| 2025-08-14 | 13F | 中华金融公司 | 100,000 | 33.33 | 21,276 | 58.22 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 278 | 59 | ||||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 2,483 | 528 | ||||||
| 2025-05-29 | NP | CHASX - 大通成长基金 N 类 | 8,939 | 1,603 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 499,114 | 86.82 | 106,191 | 121.68 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,009 | 215 | ||||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 444 | 70.11 | 94 | 104.35 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index 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 | 35,365 | 65.05 | 7,524 | 95.89 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 257,111 | 31.76 | 48,633 | 24.27 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 6,999 | 195.69 | 1,452 | 279.11 | ||||
| 2025-07-25 | NP | CMUAX - Columbia Select 中盘价值基金 A 类 | 312,011 | 59,017 | ||||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 51,580 | 10,974 | ||||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 277,244 | 824.15 | 58,986 | 996.60 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 1,511 | 321 | ||||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 11,148 | 829.00 | 2,372 | 1,002.79 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 2,054 | 437 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 12,373 | 246.87 | 2,632 | 311.89 | ||||
| 2025-08-14 | 13F | 联信银行 | 165,581 | 58.72 | 35,229 | 88.34 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 15,730 | 59.70 | 3,347 | 89.47 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 29 | 222.22 | 6 | 500.00 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 7,483 | 1,592 | ||||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 65,053 | 504.75 | 13,841 | 617.84 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 6,818 | 132.54 | 1,450 | 176.00 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 51,938 | 76.40 | 11,050 | 109.32 | ||||
| 2025-07-07 | 13F | 信托公司 | 342 | 2.09 | 73 | 20.00 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 22,572 | 917.67 | 5 | |||||
| 2025-08-11 | 13F | LCNB公司 | 1,003 | 213 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 18,282 | 92.71 | 3,890 | 128.63 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,935,516 | 80.03 | 411,800 | 113.63 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 280 | 18.64 | ||||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 2,049 | 1.39 | 417 | 27.13 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 3,190 | 679 | ||||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 88,505 | 53.88 | 18,830 | 82.60 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 9 | 2 | ||||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | Call | 26,200 | 5,574 | |||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 7,908 | 147.28 | 2 | |||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 1,317 | 280 | ||||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 32,166 | 2.72 | 6,844 | 21.89 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 9,600 | 2,042 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 4,925 | 1,048 | ||||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 364 | 75.85 | 77 | 108.11 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 9,354 | 61.69 | 1,990 | 91.90 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 6,147 | 143.54 | 1,308 | 189.16 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 1,241,172 | 20.31 | 264,072 | 42.76 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,795 | 60.26 | 807 | 90.33 | ||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 1,331,368 | 283,262 | ||||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 11,029 | 4.18 | 2,347 | 23.60 | ||||
| 2025-07-31 | 13F | AF 顾问公司 | 1,465 | 312 | ||||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 4,666,224 | 81.33 | 992,746 | 115.24 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 4,090 | 60.71 | 870 | 90.79 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 6,427 | 70.39 | 1,367 | 102.22 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 548,441 | 172.09 | 116,686 | 222.87 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 32,971 | 4.42 | 5,943 | -7.60 | ||||
| 2025-08-11 | 13F | 兰达斯公司 /wi /adv | 1,337 | 284 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 2,116 | 79.63 | 450 | 109.30 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 7,781 | 243.08 | 1,655 | 307.64 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 279 | 78.85 | 59 | 118.52 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 2,485 | 324.79 | 529 | 407.69 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 41,043 | 4.91 | 8,732 | 24.49 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 2,163 | 460 | ||||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 5,708 | 23.93 | 1,214 | 47.15 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 234 | 50 | ||||||
| 2025-08-14 | 13F | 特立独行资本有限公司 | 1,114,960 | 134.71 | 237,219 | 178.52 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 519,289 | 0.11 | 110,484 | 18.79 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 19,289 | 7.83 | 4,104 | 27.94 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 8,034 | 72.66 | 1,709 | 104.92 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 57,320 | 65.26 | 10,842 | 55.89 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 2,910,758 | 36.68 | 619,293 | 62.18 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 11,217 | 44.79 | 2,387 | 71.78 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 383 | 19.69 | 81 | 42.11 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 66,700 | 131.28 | 14,191 | 174.49 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 1,432 | 108.14 | 305 | 147.15 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 21,948 | 81.85 | 4,670 | 115.86 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 44,334 | 345.52 | 9 | 800.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 2,776 | 191.29 | 591 | 247.06 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,394,866 | 63.94 | 935,052 | 94.54 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 5 | 1 | ||||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 325,321 | 60.20 | 69,215 | 90.10 | ||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 57,984 | 34.87 | 10,452 | 19.34 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 928 | 197 | ||||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 14,557 | 295.57 | 3,097 | 369.95 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,585,192 | 134.02 | 337,265 | 177.69 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 427,925 | 120,782.77 | 91,045 | 144,415.87 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 3,778 | 29.78 | 804 | 54.13 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,443,187 | 107.43 | 307,052 | 146.13 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 14,282 | 89.97 | 3,039 | 125.54 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 351,806 | 48.43 | 74,850 | 76.13 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 12,567 | 69,716.67 | 2,674 | 89,000.00 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 12,766 | 212,666.67 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 19,755 | 27.88 | 4,203 | 51.79 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 829 | 25.99 | 149 | 11.19 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 51,713 | 195.00 | 11,002 | 250.05 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 19 | 1,800.00 | 4 | |||||
| 2025-08-27 | NP | USCF - 主题 美国现金流冠军 ETF | 300 | 63.93 | 64 | 96.88 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 52 | 62.50 | 11 | 120.00 | ||||
| 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 | 8,203 | 1.56 | 1,479 | -10.15 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 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 | 65,600 | 10.07 | 12,408 | 3.82 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 13,861 | 271.91 | 2,951 | 333.19 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 206,865 | 68.19 | 44,013 | 99.57 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 184,021 | 12.56 | 39 | 34.48 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,844 | 605 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 94,964 | 105.64 | 20,275 | 144.88 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 1,256 | 267 | ||||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 4,882 | 1,039 | ||||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 36,222 | 290.24 | 7,707 | 363.10 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 35,524 | 1.44 | 6,404 | -10.23 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 420,683 | 110.05 | 89,505 | 149.25 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 1,357 | 19.24 | 245 | 5.63 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 108,992 | 68.28 | 23,189 | 99.68 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 2,356 | 80.54 | 501 | 115.02 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,422 | 303 | ||||||
| 2025-08-29 | NP | DHFYX - 钻石山大盘Y类集中基金 | 12,273 | 2,611 | ||||||
| 2025-08-08 | 13F | 维斯特科公司 | 12,785 | 68.67 | 3 | 100.00 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 5,103 | 26.78 | 1,086 | 50.49 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 42,500 | 9,042 | ||||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 1,111 | 236 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 15,122 | 123.20 | 2,860 | 110.60 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 2,948 | 2.54 | 627 | 21.75 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 5,309 | 51.08 | 1,130 | 79.21 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 1,157 | 0 | ||||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 852 | 181 | ||||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 319,952 | 10.54 | 68,073 | 31.17 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 58,055 | 10,465 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 107,188 | 82.58 | 23 | 120.00 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 5,710 | 7.45 | 1,215 | 27.52 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 66,108 | 529.96 | 14,065 | 647.74 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 1,843 | 37.74 | 392 | 64.02 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 2,387,027 | 141.45 | 507,864 | 186.50 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 20,400 | 1,241.22 | 4,340 | 1,495.59 | ||||
| 2025-08-14 | 13F | 140 夏季合作伙伴 LP | 498,498 | 93.58 | 106,060 | 129.71 | ||||
| 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 | 365,496 | 67.52 | 69,134 | 58.00 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 2,320 | 185.71 | 494 | 240.00 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 31,470 | 16.76 | 7 | 50.00 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 344 | 103.55 | 73 | 143.33 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 1,090 | 232 | ||||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 13,257 | 2,821 | ||||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 4,215 | 228.27 | 897 | 289.57 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 29,752 | 66.99 | 6 | 100.00 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 3,530 | 751 | ||||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,799 | 2.60 | 596 | 21.68 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,301 | 277 | ||||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 107,635 | 82.29 | 20,359 | 71.94 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 13,993 | 79.17 | 2,977 | 112.64 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 2,442 | 40.83 | 520 | 67.42 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 8 | 2 | ||||||
| 2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 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 | 296,620 | 53,469 | ||||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 876 | 776.00 | 186 | 994.12 | ||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 1,176 | 64.48 | 250 | 95.31 | ||||
| 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 | 460 | 98 | ||||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 2,513 | 535 | ||||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 1,157 | 246 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 382,492 | 207.56 | 81,379 | 264.96 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,762 | 588 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 27,103 | 65.00 | 5,766 | 95.79 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 14,591 | 325.52 | 3,104 | 505.07 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 111,986 | 259.75 | 24,739 | 343.25 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 6,859 | 448.72 | 1,459 | 551.34 | ||||
| 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 | 611,964 | 130,201 | ||||||
| 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 | 119,195 | 70.20 | 25,360 | 101.95 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 277,349 | 311.13 | 59,009 | 387.87 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 218,416 | 74.06 | 46,410 | 107.32 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 101 | 21 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 12,075 | 24.96 | 2,569 | 48.27 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 141,081 | 1.55 | 30,016 | 20.50 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 16,505 | 212.24 | 3,512 | 259.00 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 286,799 | 63.23 | 61,019 | 93.70 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 14,650 | 93.35 | 3,117 | 129.46 | ||||
| 2025-08-14 | 13F | 达格科公司 | 19 | 171.43 | 4 | 300.00 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 5,523 | 1,175 | ||||||
| 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 | 630,578 | 43.16 | 119,274 | 35.02 | ||||
| 2025-08-26 | NP | 贝莱德 ESG 资本配置信托 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 | 81,188 | 45.03 | 17,274 | 72.09 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 1,180 | 251 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 38,184 | 18.13 | 8,124 | 40.14 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 95,552 | 72.62 | 20,330 | 104.85 | ||||
| 2025-07-11 | 13F | 赛普拉斯财务规划有限公司 | 22,801 | 4,851 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 120,920 | 0.91 | 25,727 | 19.74 | ||||
| 2025-08-14 | 13F | 道富银行 | 27,780,128 | 63.38 | 5,910,500 | 93.87 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 25,211 | 109.71 | 4,769 | 97.76 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 7,566 | 88.30 | 1,610 | 124.72 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 1,514 | 322 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 1,998 | 41.40 | 425 | 67.98 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 34,179 | 122.58 | 7,272 | 164.11 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23 | 21.05 | 4 | 33.33 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 2,714 | 3,424.68 | 592 | 4,825.00 | ||||
| 2025-08-12 | 13F | Councilmark 资产管理有限公司 | 3,128 | 666 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 156,872 | 79.95 | 33,376 | 113.54 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 204,341 | 17.86 | 43,476 | 39.86 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 8,756 | 1,863 | ||||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 4,682 | 996 | ||||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 53,478 | 59.75 | 11,378 | 89.55 | ||||
| 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 | 625,719 | 44.27 | 133,128 | 71.19 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 2,548 | 542 | ||||||
| 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 | 84 | 115.38 | 15 | 114.29 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 177,588 | 25.55 | 37,784 | 48.98 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 143,346 | 41.93 | 30,498 | 68.41 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 12,881 | 67.00 | 2,741 | 98.26 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 52,147 | 63.96 | 9,864 | 54.64 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 1,899 | 404 | ||||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 17,196 | 3,659 | ||||||
| 2025-08-28 | NP | Spdr S&p 500 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 | 7,757,187 | 67.96 | 1,650,419 | 99.31 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 282,024 | 689.32 | 60,003 | 836.67 | ||||
| 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 | 277,835 | 22.50 | 50,083 | 8.40 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 3,625 | 157.46 | 771 | 205.95 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 20,635 | 7.06 | 4,390 | 27.03 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 1,644 | 379.30 | 350 | 472.13 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 1,016 | 102.79 | 216 | 142.70 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 300 | 2,400.00 | 64 | 3,050.00 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,202,171 | 251.02 | 605,691 | 231.07 | ||||
| 2025-08-08 | 13F | 格拉西斯资本管理有限责任公司 | 10,000 | 2,128 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 5,467 | 57.28 | 1 | |||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 364 | 30.94 | 69 | 23.64 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,308,458 | 28.80 | 278,387 | 52.83 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 400 | 85 | |||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 1,426 | 403.89 | 270 | 380.36 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 427,845 | 591.95 | 91,028 | 721.11 | ||||
| 2025-08-12 | 13F | 埃格顿资本（英国）有限责任合伙 | 2,333,642 | 161.72 | 496,506 | 210.56 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 2,393 | 509 | ||||||
| 2025-08-13 | 13F | 奥西亚姆 | 242,117 | 387.49 | 51,513 | 478.46 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 14,384 | 77.80 | 3,060 | 111.03 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 3,124 | 665 | ||||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 221,131 | 146.52 | 47,048 | 192.53 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 20 | 233.33 | 4 | 300.00 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 6,443 | 394.47 | 1 | |||||
| 2025-08-13 | 13F | 首都国际有限公司 | 27,296 | 306.01 | 5,807 | 381.91 | ||||
| 2025-07-23 | NP | THPGX - 汤普森大型股基金 | 4,474 | 846 | ||||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 2,281 | 23.56 | 431 | 16.49 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 1,072 | 228 | ||||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 13,720 | 536.07 | 2,919 | 656.22 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 6,874 | 51.28 | 1,463 | 79.61 | ||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 1,475,166 | 64.40 | 279,028 | 55.06 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,534 | 326 | ||||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 1,955 | 416 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 6,566 | 107.33 | 1,397 | 146.21 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 21,149 | 4,500 | ||||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 225 | 41 | ||||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择中盘价值基金 3 级 | 25,939 | 5,519 | ||||||
| 2025-08-14 | 13F | 第三点有限责任公司 | 1,804,204 | 71.83 | 383,862 | 103.89 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 68,916 | 32.28 | 14,663 | 56.96 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 400 | 85 | |||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 72 | 15 | ||||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,921 | 75.43 | 409 | 108.16 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 6 | 1 | ||||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 131,680 | 29.13 | 28,016 | 53.24 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 2,238 | 16.74 | 476 | 38.78 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 5,843 | 17.14 | 1,243 | 38.93 | ||||
| 2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,024 | 8,090 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 12,072 | 303.61 | 2,568 | 379.10 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 23,666 | 5,035 | ||||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 13,674 | 35.61 | 2,586 | 27.89 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 4,215 | 897 | ||||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 1,710 | 364 | ||||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 17,040 | 3.26 | 3,625 | 22.55 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 3,824 | 28.02 | 814 | 51.96 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 226 | 527.78 | 48 | 700.00 | ||||
| 2025-07-15 | 13F | 永久资本管理有限公司 | 12,960 | 2,757 | ||||||
| 2025-07-31 | 13F/A | 亚飞财富 | 200 | 277.36 | 0 | |||||
| 2025-08-29 | NP | OAKBX - Oakmark 股票和收益基金投资者类别 | 651,500 | 35.67 | 138,613 | 60.99 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 1,031 | 57.89 | 219 | 87.18 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 2,182 | 17.75 | 464 | 39.76 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 21,899 | 66.87 | 4,659 | 98.09 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 2,037 | 433 | ||||||
| 2025-07-09 | 13F | 外汇银行 | 1,115 | 237 | ||||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 6,982 | 19.55 | 1,486 | 41.83 | ||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 14,002 | 1.61 | 2,979 | 20.61 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 362,600 | 23.46 | 77,147 | 46.50 | |||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,309 | 99.24 | 279 | 137.61 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 436,900 | 77.24 | 92,955 | 110.32 | |||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 11,202 | 22.65 | 2,383 | 45.57 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 107 | 23 | ||||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 239,063 | 69.43 | 51 | 100.00 | ||||
| 2025-08-14 | 13F | 马克资产管理公司 | 77,450 | 16,478 | ||||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 10 | 2 | ||||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 77,548 | 136.61 | 16 | 220.00 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 4,612 | 71.32 | 981 | 103.53 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 24,748 | 53.98 | 5,265 | 82.75 | ||||
| 2025-07-09 | 13F | 石点财富管理公司 | 5,094 | 9.15 | 1,084 | 29.55 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 2,872 | 156.43 | 611 | 205.50 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 103,839 | 22,093 | ||||||
| 2025-08-14 | 13F | One Fin 资本管理有限责任公司 | 131,536 | 27,986 | ||||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 15,180 | 17.15 | 2,736 | 3.68 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 19,574 | 9.50 | 4,165 | 29.92 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 94,939 | 66.02 | 20,199 | 97.01 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 2,587 | 550 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 14,962 | 156.24 | 3,183 | 204.30 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 92,098 | 559.07 | 19,595 | 682.20 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 12,340 | 22.52 | 2,626 | 45.43 | ||||
| 2025-08-04 | 13F | 财务规划合作伙伴 | 1,545 | 2.25 | 329 | 21.48 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 39,017 | 10.52 | 7,033 | -2.20 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 42,695 | 134.33 | 9,084 | 178.11 | ||||
| 2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 81,826 | 178.23 | 17,409 | 231.98 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 247 | 0 | ||||||
| 2025-07-17 | 13F | 预备退休研究所有限责任公司 | 1,929 | 410 | ||||||
| 2025-07-24 | 13F | 伯纳德财富管理公司 | 1,600 | 433.33 | 340 | 541.51 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 5,577 | 1,187 | ||||||
| 2025-07-16 | 13F | MontVue 资本管理公司 | 1,870 | 61.62 | 398 | 91.79 | ||||
| 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 | 174,209 | 1.24 | 31,403 | -10.42 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 5,614 | 80.28 | 1,195 | 113.98 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 7,090 | 72.38 | 1,508 | 104.61 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 1,194 | 254 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,786 | 66.60 | 380 | 97.40 | ||||
| 2025-07-10 | 13F | 专业财务顾问有限责任公司 | 6,564 | 1,397 | ||||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 207,191 | 12.93 | 39,190 | 6.51 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 12,325 | 58.46 | 2,622 | 88.09 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 4,651 | 4.56 | 990 | 24.09 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 2,285 | 486 | ||||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 1,197 | 255 | ||||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 2,995 | 132.89 | 637 | 176.96 | ||||
| 2025-08-14 | 13F | 丹杜资本有限责任公司 | 202,000 | 42,978 | ||||||
| 2025-08-26 | NP | CRIHX - CRM 多/空机会基金机构股票 | 40,325 | 53.96 | 8,580 | 82.69 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,571 | 334 | ||||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 73,355 | 65.47 | 15,607 | 96.35 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 2,473 | 0.82 | 443 | 1.37 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 14,316 | 61.43 | 3,046 | 91.51 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 43,163 | 69.55 | 9,183 | 101.21 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 6,305 | 71.24 | 1,341 | 103.18 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 3,521 | 749 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 709,619 | 39.60 | 150,846 | 65.97 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 12,156 | 156.08 | 2,586 | 203.76 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 47,997 | 11.84 | 10,212 | 32.71 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 2,228 | 8.00 | 474 | 28.46 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend 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 | 6,027 | 1,282 | ||||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 3,866 | 73.67 | 823 | 106.02 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 2,901 | 617 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 1,428 | 304 | ||||||
| 2025-08-08 | 13F | 账户银行信托部 | 56,050 | 0.06 | 11,925 | 18.73 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 4,401 | 936 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 364 | 89.58 | 77 | 126.47 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 48,816 | 62.92 | 9,234 | 53.65 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 46 | 70.37 | 10 | 125.00 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 14,034 | 46.55 | 2,986 | 73.95 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 2,042 | 434 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 3,834 | 539.00 | 816 | 661.68 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 2,258 | 50.84 | 480 | 79.10 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,349 | 500 | ||||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 6,379 | 1,357 | ||||||
| 2025-08-13 | 13F | 资本国际投资者 | 1,943,200 | 178.53 | 413,331 | 230.93 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 4,750 | 1,011 | ||||||
| 2025-07-16 | 13F | 远景资本管理公司 | 12,144 | 2,584 | ||||||
| 2025-07-28 | NP | UYG - ProShares Ultra 金融 | 54,492 | 61.71 | 10,307 | 52.52 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 2,911 | 619 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 12,700 | 100.47 | 2,702 | 138.06 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,224,055 | 81.57 | 260,430 | 115.46 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 34,607 | 2,657.53 | 6,238 | 2,346.27 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 646,259 | 50.93 | 137,498 | 79.10 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,466 | 84.40 | 0 | |||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 38,549 | 65.97 | 8,202 | 96.95 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,451 | 309 | ||||||
| 2025-08-28 | NP | 相对价值基金 | Short | -1 | -99.62 | -0 | -100.00 | |||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 10,588 | 529.11 | 2,253 | 648.17 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 3,985 | 319.03 | 848 | 398.24 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 2,811 | 598 | ||||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,947,450 | 898.72 | 414,339 | 1,085.11 | ||||
| 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 | 114,265 | 0.34 | 20,597 | -11.21 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 131,256 | 64.82 | 27,926 | 95.57 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,037 | 1,082 | ||||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 96,110 | 17.66 | 20,448 | 39.62 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 650,184 | 736.24 | 138,334 | 892.35 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,486 | 0 | ||||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 306,980 | 131.27 | 65,313 | 174.44 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 812 | 226.10 | 173 | 290.91 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 41,350 | 72.19 | 8,798 | 104.34 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 3,553,889 | 36.71 | 756,125 | 62.22 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 55 | 139.13 | 12 | 175.00 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 9,039 | 48.52 | 1,923 | 76.26 | ||||
| 2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 1,275 | 271 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 727,611 | 2.31 | 154,807 | 21.40 | |||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 617 | 549.47 | 131 | 670.59 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 49,449 | 4.51 | 10,521 | 24.01 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,300 | 118.25 | 702 | 159.04 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 3,368 | 54.85 | 717 | 83.59 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 1,097 | 233 | ||||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 1,297 | 276 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,396 | 43.47 | 297 | 70.69 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,974 | 420 | ||||||
| 2025-05-30 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 527 | 45.18 | 94 | 46.88 | ||||
| 2025-07-07 | 13F | 第一公民金融公司 | 1,677 | 357 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 4,930 | 1.82 | 1,049 | 20.74 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 2,208 | 2.55 | 470 | 21.50 | ||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 6,813,131 | 30.23 | 1,449,562 | 54.53 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 376 | 80 | ||||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 445 | 95 | ||||||
| 2025-08-13 | 13F | 米林顿财务顾问有限责任公司 | 1,039 | 228 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 65,001 | 69.83 | 13,830 | 101.53 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 5,540 | 1,179 | ||||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 3,800 | 808 | ||||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 48,784 | 68.29 | 10,379 | 99.71 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 116 | 45.00 | 25 | 71.43 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 116,128 | 576.26 | 24,707 | 702.70 | ||||
| 2025-07-23 | 13F | 施鲁姆私人财富管理有限责任公司 | 2,450 | 521 | ||||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 3,377 | 7.04 | 718 | 27.08 | ||||
| 2025-08-06 | 13F | 南州公司 | 6,053 | 45.43 | 1,288 | 72.52 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 179,845 | 2,564.77 | 38,264 | 3,062.23 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 7,325 | 64.46 | 1,558 | 95.24 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 105,383 | 22,421 | ||||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 2,049 | 15.44 | 436 | 36.79 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 442,699 | 94,295 | ||||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 1,347 | 10.05 | 287 | 30.59 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 14,633 | 3,113 | ||||||
| 2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 1,397 | 297 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 5,707 | 70.77 | 1,214 | 102.67 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 1,399 | 16.97 | 298 | 38.79 | ||||
| 2025-08-28 | NP | ARUIX - ARGA VALUE FUND 机构股票 | 698 | 149 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - 多重对冲策略基金可变年金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 7,474 | 79.06 | 1,590 | 112.57 | ||||
| 2025-08-27 | NP | RYMSX - 古根海姆多重对冲策略基金 P 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 140,261 | 68.33 | 29,842 | 99.75 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 1,495 | 6.33 | 318 | 26.19 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 174 | 91.21 | 37 | 131.25 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 81,900 | 347.54 | 17,425 | 431.09 | |||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 97,429 | 78.13 | 18,429 | 68.00 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 340,815 | 82.37 | 64,465 | 72.00 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 101,282 | 44.61 | 21,549 | 71.60 | ||||
| 2025-07-23 | NP | THPMX - 汤普森中型股基金 | 3,877 | 733 | ||||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 3,113 | 109.63 | 589 | 97.98 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 18,327 | 465.65 | 3,899 | 572.24 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 17,658 | 22.46 | 3,757 | 45.30 | ||||
| 2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 2,670 | 21.25 | 481 | 7.37 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 606,633 | 70.15 | 129,067 | 101.90 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 301 | 34.38 | 64 | 60.00 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 2,878 | 612 | ||||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 744 | 7.51 | 158 | 27.42 | |||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 107,083 | 26.07 | 22,783 | 50.23 | ||||
| 2025-08-14 | 13F | 无畏投资集团有限责任公司 | 47 | 10 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 380 | 81 | ||||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 4,340 | 923 | ||||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 96,253 | 78.87 | 20,471 | 112.23 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 3,158 | 26.37 | 672 | 49.78 | ||||
| 2025-07-29 | 13F | 弗拉文金融服务有限公司 | 3,971 | 845 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 3,984 | 11.60 | 848 | 32.34 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 15,319,091 | 12.81 | 3,259,316 | 33.86 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,086 | 233.40 | 9,805 | 295.68 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 128,200 | 85.53 | 27,276 | 120.15 | |||
| 2025-07-29 | 13F | 私人信托公司 | 3,073 | 90.40 | 654 | 125.95 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 2,345 | 499 | ||||||
| 2025-08-26 | NP | NQCAX - Nuveen NWQ 大盘价值基金 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 | 3,372 | 717 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 748,161 | 72.36 | 159,179 | 104.52 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 26,973 | 413.77 | 5,739 | 509.78 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 1,751 | 5.42 | 373 | 25.25 | ||||
| 2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 16,064 | 155.80 | 3,418 | 203.46 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 58,027 | 66.23 | 12,346 | 97.27 | ||||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 1,025,580 | 63.07 | 193,988 | 53.80 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 1,148 | 244 | ||||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 1,389 | 296 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 20,511 | 10.22 | 4,364 | 30.79 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 35,272 | 7.05 | 7,504 | 27.04 | ||||
| 2025-07-14 | 13F | 奇科财富 RIA | 1,046 | 223 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 280,200 | 72.54 | 59,125 | 109.80 | |||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 7,563 | 73.30 | 1,609 | 105.75 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 18,155,467 | 71.40 | 3,862,757 | 103.38 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 43,079 | 178.52 | 9,165 | 230.51 | ||||
| 2025-08-14 | 13F | 尼什卡玛资本有限责任公司 | Call | 195,000 | 41,488 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 264,100 | 15.38 | 55,728 | 40.30 | |||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 21,473 | 68.01 | 4,062 | 58.45 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 1,149 | 245 | ||||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 51,688 | 34.92 | 10,997 | 60.12 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 3,355 | 122.19 | 714 | 164.07 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 27,111 | 107.32 | 5,768 | 146.03 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 21,207 | 316.72 | 4,512 | 394.74 | ||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 48,794 | 34.01 | 8,749 | 34.75 | ||||
| 2025-08-14 | 13F | 钴资本管理公司 | 140,000 | 64.71 | 29,786 | 95.45 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 20,405 | 68.29 | 4,341 | 99.68 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 2,302,275 | 0.42 | 489,817 | 23.12 | ||||
| 2025-08-13 | 13F | 全球捐赠管理有限合伙人 | 2,312 | 492 | ||||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 4,377 | 238.25 | 931 | 301.29 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 50,110 | 73.39 | 10,661 | 105.77 | |||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 28,772 | 51.68 | 6,122 | 79.98 | ||||
| 2025-08-14 | 13F | 氦顾问有限责任公司 | 1,245 | 6.32 | 265 | 26.32 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 7,243 | 203.18 | 1,541 | 260.05 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 89 | 8,800.00 | 19 | |||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 279 | 60 | ||||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 102,867 | 72.73 | 21,886 | 104.95 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 20,920 | 0.24 | 4,451 | 18.95 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 3,300 | 0.55 | 702 | 19.39 | ||||
| 2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 946 | 201 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 6,600,016 | 86.60 | 1,404,219 | 121.42 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 43,614 | 86.07 | 9,279 | 120.82 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 5,145 | 1 | ||||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 46 | 360.00 | 10 | 800.00 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 8,285 | 146.21 | 1,763 | 192.21 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 5,925 | 465.36 | 1,261 | 573.80 | ||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,612,691 | 3,742.19 | 555,876 | 4,484.54 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 11,002 | 2 | ||||||
| 2025-08-14 | 13F | 芝加哥财富管理公司 | 3,081 | 656 | ||||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 981 | 209 | ||||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 7,739 | 1,647 | ||||||
| 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 | 359,740 | 10.24 | 68,045 | 3.97 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 39,052 | 61.81 | 8,309 | 92.00 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 1,829 | 41.45 | 389 | 68.40 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 551 | 23.27 | 99 | 8.79 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 408,537 | 9.06 | 86,920 | 29.41 | ||||
| 2025-08-14 | 13F | 新港资本集团有限责任公司 | 1,023 | 218 | ||||||
| 2025-07-25 | 13F | 自然投资有限公司 | 1,745 | 0 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 36,685 | 236.00 | 7,805 | 298.82 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 6,537 | 33.33 | 1,391 | 58.13 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 44,914 | 163.38 | 10 | 200.00 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 1,461 | 311 | ||||||
| 2025-08-08 | 13F | 等投资顾问公司 | 145,419 | 82.69 | 30,939 | 116.80 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 2,008 | 427 | ||||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 2,283 | 486 | ||||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 27 | 6 | ||||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 2,905 | 618 | ||||||
| 2025-07-21 | 13F | 山顶国家银行 | 6,148 | 18.99 | 1,308 | 42.02 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 172 | 37 | ||||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 42,190 | 79.41 | 7,980 | 69.21 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 122,647 | 68.93 | 26,094 | 100.46 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 73,562 | 0.76 | 15,651 | 19.56 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 902,560 | 24.17 | 192,028 | 47.34 | ||||
| 2025-08-08 | 13F | 财富联盟 | 2,318 | 38.39 | 493 | 64.33 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 5,486 | 631.47 | 1,167 | 770.90 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 372,500 | 79,253 | ||||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 5,941 | 67.26 | 1,124 | 57.72 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 11,539 | 41.10 | 2,458 | 67.44 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,780 | 56.69 | 379 | 86.21 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -49 | -10 | |||||
| 2025-07-28 | 13F | Nexus 投资管理 ULC | 3,101 | 660 | ||||||
| 2025-08-05 | 13F | 贝克曼机构有限责任公司 | 1,579 | 0.70 | 0 | |||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 6,037 | 66.22 | 1,284 | 97.24 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 4,134 | 94.91 | 880 | 131.32 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 1,041 | 221 | ||||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 18 | 4 | ||||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 215,966 | 73.61 | 45,949 | 106.01 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,100 | 52.26 | 660 | 80.55 | ||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国收入和增长基金 3 级 | 449 | 84.02 | 96 | 120.93 | ||||
| 2025-03-17 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 25,254 | 17.19 | 5,144 | 46.68 | ||||
| 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 | 78,088 | 80.11 | 14,770 | 69.89 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 540,192 | 3,031.91 | 114,931 | 3,617.04 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 9,925 | 2.08 | 1,789 | -9.65 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 股票收益基金 (A) | 341,673 | 27.81 | 72,694 | 51.66 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 7,796 | 1,678 | ||||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 1,450 | 308 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 15,055 | 98.85 | 3,203 | 136.04 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 413 | 192.91 | 88 | 248.00 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 355,265 | 94.80 | 67,198 | 83.73 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 83,600 | 17,787 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 18,764 | 3,992 | ||||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 2,944 | 626 | ||||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 20 | 4 | ||||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 367,126 | 61.24 | 78,110 | 91.33 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 1,678 | 94.89 | 357 | 131.82 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 44,198 | 66.86 | 8,360 | 57.38 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 399 | 19,850.00 | 83 | |||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 3,903 | 830 | ||||||
| 2025-08-13 | 13F | 资本世界投资者 | 25,964,261 | 618.33 | 5,523,887 | 753.26 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 2,870 | 611 | ||||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 3,241 | 690 | ||||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 11,365 | 0.44 | 2,418 | 19.23 | ||||
| 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 | 13,735 | 60.76 | 2,922 | 90.86 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 275 | 131.09 | 59 | 176.19 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,664 | 14.94 | 1,201 | 1.69 | ||||
| 2025-07-03 | 13F | JBGlobal.com 有限责任公司 | 2,033 | 433 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 3,130 | 7.16 | 564 | -5.21 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 11,605 | 22.87 | 2,469 | 45.84 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,397,762 | 49.12 | 297,388 | 76.94 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 632,231 | 101.99 | 134,513 | 139.69 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 2,400 | 511 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 9,513 | 413.38 | 2,024 | 509.34 | ||||
| 2025-07-24 | NP | FIDSX - 金融服务组合 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 | 114,546 | 112.52 | 21,666 | 260.02 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 2,513,916 | 534,777 | ||||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 1,976 | 432 | ||||||
| 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 | ||||||
| 2025-08-29 | NP | JSVAX - Janus Henderson 逆势基金 T 级 | 1,383,731 | 2.49 | 294,403 | 21.62 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 350 | 74 | ||||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 103,600 | 22,042 | |||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 63,946 | 68.92 | 13,605 | 100.46 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 47,828 | 10 | ||||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 15,985 | 0.73 | 2,881 | -10.86 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 31 | 7 | ||||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 351,398 | 85.91 | 74,763 | 120.60 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 6,703 | 56.32 | 1,426 | 85.68 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 11,000 | 2,340 | |||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 6,620 | 5.08 | 1,408 | 24.71 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 15,100 | 3,213 | ||||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 23,620 | 5.16 | 5,025 | 24.78 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 407 | 87 | ||||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 7,460 | 128.55 | 1,587 | 171.28 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,201,945 | 76.39 | 255,726 | 109.31 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 4,092 | 90.41 | 871 | 125.97 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 3,476 | 0.09 | 1 | |||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 1,015 | 216 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 378 | 80 | ||||||
| 2025-07-31 | 13F | 转折点福利集团有限公司 | 1,154 | 246 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 619,186 | 25.42 | 111,614 | 10.99 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 557 | 119 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 160,487 | 97.50 | 33,351 | 128.84 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 10,483 | 54.84 | 2,230 | 83.84 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 59,932 | 162.99 | 12,751 | 212.07 | ||||
| 2025-08-28 | NP | FBBAX - First Foundation 总回报基金 A 类 | 2,844 | 605 | ||||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 12,294 | 52.12 | 2,325 | 43.52 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 5,765 | 1,227 | ||||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 6,276 | 1,335 | ||||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,336 | 62.57 | 710 | 93.19 | ||||
| 2025-08-14 | 13F | 木星财富管理有限责任公司 | 1,000 | 217 | ||||||
| 2025-08-12 | 13F | 维纳管理有限责任公司 | 62,397 | 15.74 | 13,276 | 37.34 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 10,321 | 2,196 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 137 | 29 | ||||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 27,338 | 6.24 | 5,816 | 26.08 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 7,139 | 1,519 | ||||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 16,207 | 3,448 | ||||||
| 2025-08-26 | NP | NQVAX - Nuveen NWQ 多股价值基金 - 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 | 76,967 | 16,375 | ||||||
| 2025-07-30 | 13F | 契约伙伴有限责任公司 | 4,866 | 1,035 | ||||||
| 2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 1,523 | 16.53 | 324 | 38.03 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 1,798 | 21.82 | 383 | 44.70 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 1,445 | 308 | ||||||
| 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 | 10,824 | 13.65 | 1,951 | 0.57 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 10,639 | 64.72 | 2,264 | 95.42 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 465,232 | 61.70 | 98,983 | 91.87 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 10,109 | 3.09 | 1,850 | 7.38 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | 159,305 | 11.66 | 33,894 | 32.50 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 10,142 | 22.10 | 1,918 | 15.20 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 2,729 | 581 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 11,946 | 102.03 | 2,542 | 141.08 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 2,083 | 38.87 | 443 | 65.30 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 258,922 | 58.36 | 55,088 | 87.92 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 152 | 32 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 6,975 | 65.32 | 1,484 | 96.30 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 10,955 | 15.12 | 2,331 | 36.58 | ||||
| 2025-08-13 | 13F | 参议员投资集团有限合伙人 | 510,134 | 230.95 | 108,536 | 292.71 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 3,409 | 136.57 | 725 | 181.01 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 27 | 17.39 | 6 | 25.00 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 1,829 | 17.92 | 389 | 39.93 | ||||
| 2025-08-27 | NP | AIM 增长系列（INVESCO 增长系列）- Invesco Oppenheimer Main Street Mid Cap Fund R6 级 | 127,775 | 27,185 | ||||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 5,749 | 1,223 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 680 | 0 | ||||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 60 | 13 | ||||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 1,837 | 391 | ||||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 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 | 146,653 | 67.55 | 31,202 | 98.82 | ||||
| 2025-08-13 | 13F | 卡洛丁资本管理有限合伙人 | 265,708 | 77.14 | 56,532 | 110.20 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 2,237 | 117.82 | 423 | 106.34 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 1,415 | 301 | ||||||
| 2025-08-04 | 13F | 联合银行 | 121,284 | 63.39 | 26 | 92.31 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 53,200 | 923.08 | 11,319 | 1,114.38 | |||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 6,037 | 66.22 | 1,284 | 97.24 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 24,600 | 583.33 | 5,234 | 711.32 | |||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 1,172 | 249 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 5,329 | 89.51 | 1,134 | 124.80 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 9,002 | 106.14 | 1,915 | 144.57 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 24,139 | 18.21 | 5,136 | 40.26 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 55,704 | 11,852 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 58,301 | 12,404 | ||||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 2,021 | 39.96 | 430 | 66.28 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 84,586 | 75.77 | 17,996 | 108.58 | ||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 2,025 | 431 | ||||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 13,367 | 141.94 | 2,844 | 187.17 | ||||
| 2025-08-14 | 13F | 贝恩资本公共股权有限合伙人 | 44,507 | 9,469 | ||||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 126 | 27 | ||||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 15,097 | 64.85 | 3,212 | 95.62 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 957 | 204 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 5,910 | 1,281 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,512,814 | 40.57 | 321,866 | 71.26 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 15,124 | 114.40 | 3,218 | 154.51 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 1,500 | 3.45 | 319 | 23.17 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 21,300 | 4,532 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 699 | 149 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 15,715 | 2,398.41 | 2,972 | 2,258.73 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 4,777 | 1,016 | ||||||
| 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 | 8,474 | 5.69 | 1,803 | 25.40 | ||||
| 2025-08-15 | NP | FMIHX - 大盘基金投资者类别 | 185,000 | 39,361 | ||||||
| 2025-08-14 | 13F | 吉尔森资本有限合伙人 | 40,000 | 9 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 134,809 | 67.11 | 28,682 | 98.29 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 6,073 | 16.86 | 1,095 | 3.40 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 5,167 | 103.91 | 1,099 | 142.07 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 2,114 | 450 | ||||||
| 2025-07-28 | NP | NBSRX - Neuberger Berman 可持续股票基金投资者类别 | 46,449 | 8,786 | ||||||
| 2025-08-12 | 13F | 德国商业银行 | 211,838 | 97.14 | 45 | 136.84 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 73,968 | 142.28 | 15,793 | 193.80 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,000 | 426 | |||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 18,889 | 64.64 | 3,573 | 55.30 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 4,800 | 1,021 | |||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 280 | 129.51 | 60 | 180.95 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,190,239 | 67.14 | 253,235 | 98.33 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 29,239 | 68.38 | 6,221 | 99.81 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 3,272 | 97.11 | 696 | 134.34 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 150 | 32 | ||||||
| 2025-08-06 | 13F | 圆石顾问有限责任公司 | 14,484 | 1.32 | 3,082 | 20.21 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 27,316 | 5,812 | ||||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 26,100 | 5,553 | |||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 776,823 | 59.20 | 165 | 89.66 | ||||
| 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 | 1,148 | 21.10 | 207 | 6.74 | ||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 4,501 | 34.92 | 958 | 60.03 | ||||
| 2025-08-14 | 13F | 维斯塔投资管理公司 | 19,180 | 71.71 | 4,081 | 103.80 | ||||
| 2025-07-30 | NP | ITAN - Sparkline 无形价值 ETF | 2,207 | 4.35 | 417 | -1.65 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 11,100 | 2,362 | |||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 1,515 | 322 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 86 | 16 | ||||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 179 | 120.99 | 38 | 164.29 | ||||
| 2025-08-26 | NP | BVOIX - Barrow Hanley 美国价值机会基金机构股份 | 8,644 | 1,839 | ||||||
| 2025-08-06 | 13F | 西耶纳管理 | 50,047 | 9,721 | ||||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 3,859 | 821 | ||||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 3,594 | 11.27 | 765 | 31.95 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 17,244 | 4.88 | 3,092 | 5.46 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 1,309 | 279 | ||||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 1,483 | 316 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 332,456 | 15.37 | 71 | 37.25 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 7,572,082 | 63.28 | 1,611,036 | 93.75 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,849,600 | 3.84 | 513,669 | -8.12 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 1,149 | 244 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 554 | 37.47 | 118 | 62.50 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 624 | 20.46 | 133 | 43.48 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 16,080 | 19.04 | 3,421 | 41.25 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 502 | 60.38 | 107 | 89.29 | ||||
| 2025-08-29 | NP | NEFOX - Natixis Oakmark 基金 A 类 | 121,011 | 9.41 | 25,746 | 29.83 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 45 | 136.84 | 10 | 200.00 | ||||
| 2025-07-25 | 13F | 哈塞尔财富管理有限责任公司 | 983 | 216 | ||||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 120,204 | 113.38 | 25,575 | 154.59 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 993 | 211 | ||||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 17,758 | 64.23 | 3,778 | 94.94 | ||||
| 2025-08-26 | NP | EAGL-鹰资本精选股票ETF | 585,795 | 53.68 | 124,634 | 82.36 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 937 | 2.85 | 199 | 22.09 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 94 | 2.17 | 18 | -5.56 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 11 | 2 | ||||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 4,478 | 67.09 | 953 | 98.33 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 89,235 | 180.04 | 18,986 | 232.31 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 134 | 0 | ||||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,302 | 112.55 | 6,488 | 100.49 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 161,900 | 75.60 | 34,446 | 108.37 | |||
| 2025-06-27 | NP | AADBX - 美国灯塔平衡基金机构类别 | 1,390 | 20.87 | 251 | 6.84 | ||||
| 2025-08-29 | NP | GDL基金 | 26,499 | -200.00 | 5,638 | -218.65 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 2,199 | 64.84 | 0 | |||||
| 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 | 862,137 | 50.00 | 163,073 | 41.47 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 413 | 11.02 | 74 | 37.04 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 65,516 | 38.92 | 13,940 | 64.86 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 1,457 | 6.20 | 310 | 26.53 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 3,672 | 64.81 | 781 | 95.74 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,433 | 64.50 | 518 | 95.09 | ||||
| 2025-08-14 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 329,517 | 70,108 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,562 | 3.52 | 545 | 23.02 | ||||
| 2025-08-13 | 13F | 马丁公司 /tn/ | 43,529 | 9,261 | ||||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 344 | 143.97 | 73 | 192.00 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 62,939 | 13 | ||||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 1,191 | 253 | ||||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 17,004 | 91.59 | 3,618 | 128.63 | ||||
| 2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 17,503 | 3,724 | ||||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 155,339 | 33 | ||||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 8,150 | 83.72 | 1,434 | 80.38 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 889 | 220.94 | 189 | 285.71 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 8,097 | 75.22 | 1,723 | 107.97 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 7,515 | 68.50 | 1,421 | 58.95 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 95,678 | 69.82 | 20,356 | 101.52 | ||||
| 2025-07-14 | 13F | 种子财富管理公司 | 2,286 | 486 | ||||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 2,191 | 466 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 3,705 | 74.52 | 788 | 107.37 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 1,477 | 12.06 | 314 | 33.05 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 77,582 | 16,506 | ||||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 3,035 | 64.05 | 646 | 94.86 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 397 | 84 | ||||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,165 | 96.46 | 248 | 133.02 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 798 | 274.65 | 151 | 257.14 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 10,561 | 85.74 | 2,247 | 120.41 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 1,905 | 405 | ||||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 3,553 | 133.60 | 756 | 177.57 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 2,521 | 27.84 | 537 | 51.84 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 8,574 | 1,824 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 473 | 307.76 | 101 | 400.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,679 | 92.62 | 783 | 128.65 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 969 | 210 | ||||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 115,165 | 105.11 | 24,502 | 143.27 | ||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 15,716 | 2,973 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 87,461 | 2,911.74 | 18,608 | 3,478.46 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 85,700 | 130.38 | 18,234 | 173.40 | |||
| 2025-08-14 | 13F | 瑞银集团 | 2,642,457 | 53.88 | 562,209 | 82.60 | ||||
| 2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 3,818 | 128.21 | 812 | 171.57 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 3,572 | 8.74 | 760 | 28.86 | ||||
| 2025-08-08 | 13F | KBC 集团 | 1,434,107 | 67.96 | 305 | 99.35 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 3,352 | 85.60 | 713 | 120.74 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 4,303 | 127.19 | 916 | 169.91 | ||||
| 2025-03-27 | NP | NUDV - Nuveen ESG 股息 ETF | 1,161 | 31.63 | 237 | 65.03 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 111 | 68.18 | 24 | 109.09 | ||||
| 2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 28,048 | 10.77 | 5,967 | 31.43 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 3,722 | 179.22 | 792 | 230.96 | ||||
| 2025-07-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 255 | 15.91 | 48 | 9.09 | ||||
| 2025-07-30 | 13F | 信赖投资管理有限责任公司 | 26,616 | 5,663 | ||||||
| 2025-08-11 | 13F | 沃杜州银行 | 13,074 | 73.53 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | 贝恩资本公共股权管理有限公司 | 589,392 | 125,399 | ||||||
| 2025-07-11 | 13F | 多元化信托公司 | 17,456 | 10.93 | 3,714 | 31.62 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 6,636 | 52.55 | 1,412 | 81.13 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 1,304 | 278 | ||||||
| 2025-07-24 | 13F | 百特兄弟公司 | 1,064 | 226 | ||||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,404 | 354.37 | 0 | |||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 2,341 | 66.50 | 498 | 97.62 | ||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 7,799 | 25.24 | 1,475 | 18.19 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 2,324 | 85.18 | 0 | |||||
| 2025-08-05 | 13F | 关键金融公司 | 894 | 8,840.00 | 190 | 18,900.00 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 523 | 102.71 | 111 | 141.30 | ||||
| 2025-05-30 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 608 | 2.53 | 109 | 3.81 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 182,664 | 65.22 | 38,864 | 96.06 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco Comstock 投资组合 IB 类 | 5,918 | 1,259 | ||||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 1,061 | 226 | ||||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 143 | 113.43 | 30 | 150.00 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 20,939 | 177.26 | 4,455 | 228.95 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 466 | 3,228.57 | 99 | 4,850.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 88,444 | 305.69 | 18,817 | 381.50 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 8,563 | 422.77 | 1,822 | 521.50 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 7,087 | 43.90 | 1,278 | 27.32 | ||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 965 | 205 | ||||||
| 2025-07-08 | 13F | 希科利角银行与信托公司 | 1,782 | 2.24 | 379 | 21.47 | ||||
| 2025-06-18 | NP | GGEAX - 全国全球可持续股票基金 A 类 | 22,580 | 146.99 | 4,070 | 118.58 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,098 | 1.86 | 198 | -10.05 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 13,125 | 30.18 | 2,792 | 54.51 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 1,813 | 26.87 | 386 | 50.39 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 304 | 98.69 | 65 | 137.04 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 39,783 | 51.68 | 8 | 100.00 | ||||
| 2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 1,600 | 53.70 | 340 | 83.78 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 849 | 961.25 | 181 | 1,185.71 | ||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 310,022 | 94.82 | 65,960 | 131.18 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 1,203 | 256 | ||||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 195 | 42 | ||||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 47,947 | 1.44 | 8,643 | -10.24 | ||||
| 2025-07-11 | 13F | 鹰湾顾问有限责任公司 | 1,407 | 3.61 | 299 | 23.05 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 16,345 | 49.72 | 3,478 | 77.67 | ||||
| 2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 10,097 | 7.02 | 2,148 | 52.12 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 6,838 | 41.31 | 1,450 | 65.22 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 2,032 | 1.65 | 432 | 20.67 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 303,706 | 96.71 | 64,616 | 133.42 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 1,119 | 238 | ||||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 122,254 | 26,011 | ||||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 19,680 | 71.92 | 4,187 | 104.04 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 2,428 | 308.07 | 517 | 386.79 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 2,510 | 111.81 | 534 | 151.89 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 30,934 | 80.92 | 6,582 | 114.71 | ||||
| 2025-07-10 | 13F | 信任点公司 | 1,945 | 414 | ||||||
| 2025-08-14 | 13F | 萨尔茨豪尔·迈克尔 | 13,304 | 71.91 | 2,831 | 104.04 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 32,885 | 62.35 | 6,997 | 92.67 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 2,524 | 28.84 | 537 | 52.99 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 19,612 | 210.32 | 4,173 | 268.23 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 4,329 | 262.87 | 921 | 332.39 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 136,435 | 71.14 | 29,025 | 103.08 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 608,532 | 71.13 | 129,471 | 103.07 | ||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 2,664 | 77.72 | 567 | 111.19 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 17,438 | 10.84 | 3,298 | 4.53 | ||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 48,290 | 10,274 | ||||||
| 2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 821,025 | 6.11 | 174,681 | 25.91 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 1,061 | 226 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 31,864 | 56.64 | 6,779 | 85.88 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 1,662 | 0 | ||||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 5 | 1 | ||||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 2,683 | 571 | ||||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 12,644 | 59.71 | 2,392 | 50.66 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 62,646 | 13 | ||||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 398 | 65.15 | 85 | 95.35 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 4,330 | 921 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 8,101,991 | 107.95 | 1,723,780 | 146.76 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 36,022 | 234.99 | 7,664 | 297.51 | ||||
| 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 | 86,603 | 94.57 | 16,381 | 83.51 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 1,644 | 2.81 | 350 | 22.03 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 433,512 | 68.12 | 92,235 | 99.50 | ||||
| 2025-08-07 | 13F/A | 工商信用 | 2,589 | 551 | ||||||
| 2025-07-10 | 13F | 巴德尔银行 | 4,749 | 27.90 | 1,006 | 51.73 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,469,557 | 57.80 | 312,663 | 87.25 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 15,665 | 44.46 | 3,333 | 71.40 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 4,460 | 66.79 | 949 | 97.91 | ||||
| 2025-08-14 | 13F | J.高盛公司 | 31,286 | 6,656 | ||||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 61,037 | 1.56 | 11,545 | -4.21 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 1,065 | 22.70 | 227 | 45.81 | ||||
| 2025-08-08 | 13F | 创意策划 | 167,696 | 127.11 | 35,679 | 169.49 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 1,273 | 271 | ||||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 607,600 | 12.52 | 109,526 | -0.43 | ||||
| 2025-08-04 | 13F | 沙漠互利管理员 | 1,711 | 53.04 | 364 | 82.00 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 60,255 | 12,820 | ||||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 153 | 232.61 | 33 | 300.00 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 102,957 | 294.93 | 21,905 | 368.66 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 1,723 | 7.22 | 367 | 27.08 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 22 | 450.00 | 5 | |||||
| 2025-08-13 | 13F | 阿蒙迪 | 3,108,512 | 321.61 | 680,174 | 462.38 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 156 | 0.65 | 33 | 22.22 | ||||
| 2025-06-26 | NP | FLRAX - Nuveen 大盘精选基金 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 | 3,637 | 656 | ||||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 12,715 | 2,705 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 43,486 | 1,489.98 | 9,252 | 1,787.96 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本管理有限责任公司（怀俄明州） | 355 | 76 | ||||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS 长期增长 ETF | 4,124 | 743 | ||||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 1,896 | 14.84 | 419 | 66.53 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 59,167 | 79.93 | 13 | 140.00 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 468,483 | 67.36 | 99,674 | 98.60 | ||||
| 2025-08-28 | NP | ARIOX - 亚里士多德/索尔全球股票基金 I 类 | 3,100 | 660 | ||||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 1,996 | 14.32 | 425 | 35.90 | ||||
| 2025-07-25 | NP | SMDHX - 美国基金美国中小型股票基金 T 类 | 3,956 | 748 | ||||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 9,263 | 8.98 | 1,670 | -3.58 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 722 | 67.52 | 154 | 98.70 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 44,144 | 9,392 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 23,570 | 159.21 | 5,015 | 201.32 | ||||
| 2025-08-14 | 13F | Xponance公司 | 103,290 | 64.19 | 21,976 | 94.83 | ||||
| 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 | 20 | 4 | ||||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 2,248 | 478 | ||||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 23,622 | 182.90 | 5,026 | 235.67 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 335,673 | 68.58 | 63,493 | 59.00 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 2,862 | 3.43 | 616 | 23.99 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 86 | 16 | ||||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 1,907 | 406 | ||||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 818,194 | 174,079 | ||||||
| 2025-08-29 | NP | DHTAX - 钻石山全盘精选基金 A 类 | 145,765 | 20.08 | 31,013 | 42.49 | ||||
| 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 | 54,841 | 301.32 | 9,886 | 255.19 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 1,577 | 336 | ||||||
| 2025-03-27 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 3,578 | 90.12 | 729 | 137.91 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 3,727 | 793 | ||||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 1,314 | 280 | ||||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 4,108 | 20.26 | 874 | 42.81 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 2,921 | 61.11 | 621 | 91.08 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 844,393 | 16.80 | 179,653 | 38.59 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 9,620 | 58.41 | 2,047 | 88.05 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,501 | 68.84 | 319 | 100.63 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 4,025 | 120.91 | 856 | 162.58 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 257 | 403.92 | 55 | 500.00 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 24,801 | 90.18 | 5,277 | 125.66 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 20 | 4 | ||||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 292 | 56.15 | 53 | 36.84 | ||||
| 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 | 884,267 | 87.99 | 188,137 | 123.07 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 40,592 | 57.01 | 8,636 | 86.32 | ||||
| 2025-08-12 | 13F | 电力财富管理有限公司 | 5,664 | 0.57 | 1,205 | 19.43 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 5,497 | 59.33 | 1,170 | 89.16 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 67,078 | 10.95 | 12,091 | -1.83 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 12,704 | 62.66 | 2,703 | 93.00 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 27,497 | 0.09 | 5,850 | 18.78 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 387,145 | 75.63 | 82,369 | 108.41 | ||||
| 2025-08-26 | NP | CRIMX - CRM 中型股价值基金机构 | 46,383 | 47.31 | 9,868 | 74.81 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 38 | 8 | ||||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 132,866 | 67.07 | 28,269 | 98.26 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 1,048 | 223 | ||||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 6,967 | 1,482 | ||||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 550 | 115 | ||||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 93 | 20 | ||||||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 144,459 | 30,735 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 12,235 | 76.47 | 2,603 | 109.41 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 8,123,327 | 23.48 | 1,728,313 | 46.53 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 813 | 237.34 | 173 | 302.33 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 3,187 | 51.62 | 678 | 80.32 | ||||
| 2025-08-14 | 13F | 阿鲁亚资本管理有限公司 | 642,586 | 55.68 | 136,717 | 84.74 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 1,594 | 339 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 22,582 | 90.97 | 4,271 | 80.13 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 309 | 66 | ||||||
| 2025-08-05 | 13F | 住友生命保险公司 | 11,959 | 187.27 | 2,544 | 241.02 | ||||
| 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 | 79,874 | 59.85 | 16,994 | 89.68 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,019,483 | 72.11 | 216,905 | 104.22 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,478 | 527 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 41,277 | 7,441 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 132,716 | 3.75 | 23,796 | 4.31 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 4,092 | 90.41 | 871 | 125.97 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 29,967 | 57.85 | 6,376 | 87.28 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 4,202 | 4.45 | 894 | 23.99 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 44 | 9 | ||||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 87,554 | 4.16 | 18 | 28.57 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 253,002 | 38.65 | 53,829 | 64.52 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 50 | 11 | ||||||
| 2025-08-15 | 13F | 田纳西州财政部 | 224,266 | 61.91 | 47,715 | 92.12 | ||||
| 2025-08-26 | NP | CRMEX - CRM All Cap Value 基金投资者股票 | 3,804 | 17.12 | 809 | 39.00 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 5,546 | 108.18 | 1,180 | 147.17 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 369,308 | 51.98 | 66,937 | 65.96 | ||||
| 2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 952 | 203 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 10,219 | 116.00 | 2,174 | 156.37 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 50,300 | 73.45 | 10,702 | 105.83 | |||
| 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 | 74,700 | 27.69 | 15,893 | 51.52 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 175,997 | 37,445 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 106,024 | 22,558 | ||||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 1,222 | 258 | ||||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 4,846 | 73.88 | 917 | 64.16 | ||||
| 2025-08-05 | 13F | 新泽西州补充年金集体信托 | 9,076 | 81.52 | 1,931 | 115.51 | ||||
| 2025-08-13 | 13F | 约斯特资本管理有限公司 | 31,000 | 19.23 | 6,596 | 41.49 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 423,255 | 79.06 | 90 | 114.29 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 23 | 4 | ||||||
| 2025-07-31 | 13F | R平方有限公司 | 1,290 | 274 | ||||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 4,122 | 877 | ||||||
| 2025-07-28 | 13F | 资本管理公司/弗吉尼亚州 | 957 | 204 | ||||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 5,959 | 93.98 | 1,268 | 130.36 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 18,129 | 3,857 | ||||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -363 | -1.36 | ||||||
| 2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 1,228 | 261 | ||||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 496 | 116.59 | 0 | |||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 16,158 | 3,438 | ||||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 3,016 | 1 | ||||||
| 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 | 843,262 | 0.43 | 152,006 | -11.14 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 14,081 | 31.43 | 2,996 | 55.91 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 6,286,006 | 12.09 | 1,337,411 | 33.01 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 10,459 | 2,225 | ||||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 11,872 | 68.21 | 2,246 | 58.66 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 4 | 1 | ||||||
| 2025-07-09 | 13F | 伯克希尔银行 | 1,970 | 8.54 | 419 | 28.92 | ||||
| 2025-07-21 | NP | GGMBX - 高盛全球管理 Beta 基金机构股票 | 8,335 | 107.34 | 1,577 | 95.53 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 16,199 | 65.04 | 3,446 | 95.91 | ||||
| 2025-08-13 | 13F | 圆山资产管理公司 | 11,484 | 2,443 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 324,322 | 61.65 | 69,003 | 91.82 | ||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 1,956 | 416 | ||||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 138 | 3.76 | 29 | 26.09 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,428 | 4.77 | 257 | -7.22 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 102,036 | 21.13 | 21,709 | 43.74 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 194,194 | 31.65 | 41 | 57.69 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 4,843 | 9.92 | 1,030 | 30.38 | ||||
| 2025-08-19 | 13F | 大陆顾问有限公司 | 41,305 | 10.72 | 8,788 | 31.40 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 19,297 | 3.72 | 4,106 | 23.09 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 4,055 | 84.40 | 863 | 118.78 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 9,156 | 2.24 | 1,948 | 21.37 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 117,443 | 142.10 | 25 | 200.00 | ||||
| 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 | 94,155 | 1.41 | 16,972 | -10.27 | ||||
| 2025-07-25 | NP | ANEFX - 新经济基金A类 | 193,808 | 36,659 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 22,500 | 79.88 | 4,256 | 69.66 | ||||
| 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 | 7,511 | 13.20 | 1,421 | 6.77 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 2,112 | 449 | ||||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 2,033 | 5.34 | 433 | 24.86 | ||||
| 2025-08-05 | 13F | 茨威格-迪梅纳联合有限责任公司 | 57,500 | 12,234 | ||||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 1,809 | 385 | ||||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 2,631 | 116.54 | 560 | 157.60 | ||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 92,717 | 30.46 | 19,726 | 54.80 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 162,794 | 64.50 | 34,636 | 95.21 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 7,153 | 37.35 | 1,522 | 63.02 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 859 | 4.25 | 183 | 23.81 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 11,884 | 882.96 | 2,528 | 1,070.37 | ||||
| 2025-08-14 | 13F | 城堡胡克合伙公司 | 924,157 | 196,624 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 137,559 | 67.66 | 26,019 | 58.13 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 14,429 | 139.60 | 3,070 | 184.52 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 70,390 | 85.12 | 14,976 | 119.69 | ||||
| 2025-07-31 | 13F | 城邦银行 | 1,928 | 410 | ||||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 1,957 | 416 | ||||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 3,027 | 4.16 | 644 | 23.61 | ||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 3,523 | 63.33 | 666 | 54.17 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 131,752 | 306.79 | 28,032 | 382.71 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 1,946 | 18.23 | 414 | 40.34 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 281,190 | 175.83 | 59,826 | 227.31 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 3,028 | 86.68 | 647 | 118.58 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 6,804 | 1,448 | ||||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 545,321 | 116,022 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 26,608 | 53.64 | 6 | 66.67 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 528 | 60.98 | 112 | 93.10 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 6,707 | 4.99 | 1,345 | 9.71 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 517,228 | 69.68 | 110,045 | 101.34 | ||||
| 2025-08-13 | 13F | MYDA 顾问有限责任公司 | 22,500 | 4,787 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 7,243 | 68.95 | 1,541 | 100.65 | ||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 1,241 | 264 | ||||||
| 2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 926 | 6.31 | 197 | 146.25 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 3,639,926 | 156.83 | 774 | 204.72 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 41,284 | 2.45 | 8,784 | 40.93 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 3,196 | 32.39 | 680 | 57.18 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 78,298 | 385.93 | 16,659 | 476.60 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 4,626 | 69.20 | 984 | 100.82 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 176 | 37 | ||||||
| 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 | 8,036,768 | 68.20 | 1,520,155 | 58.64 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 112 | 24 | ||||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 3,749 | 798 | ||||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 32,227 | 92.26 | 6,857 | 128.15 | ||||
| 2025-08-01 | 13F | 丽城贸易有限责任公司 | 3,231 | 687 | ||||||
| 2025-08-01 | 13F | 丽城贸易有限责任公司 | Call | 300 | 65 | |||||
| 2025-08-01 | 13F | 丽城贸易有限责任公司 | Put | 1,200 | 256 | |||||
| 2025-07-18 | 13F | 联合规划公司 | 8,680 | 1,847 | ||||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 4,244 | 23.66 | 903 | 46.67 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 1,509 | 53.20 | 321 | 82.39 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 364 | 1.11 | 69 | -5.56 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 40 | 207.69 | 9 | 300.00 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 9,312 | 1,965 | ||||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,733 | 31.59 | 369 | 55.93 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 47,344 | 53.04 | 10,073 | 81.61 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 948 | 202 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 83 | 102.44 | 18 | 142.86 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 1,547 | 20.39 | 329 | 43.04 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 5,866 | 51.73 | 1,248 | 80.09 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 2,193 | 467 | ||||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 24,530 | 147.68 | 5,219 | 193.97 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 1,336 | 284 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 140,401 | 66.89 | 29,872 | 98.03 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 58,857 | 241.91 | 13 | 300.00 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 2,999 | 54.99 | 638 | 84.39 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 4,433 | 93.24 | 943 | 129.44 | ||||
| 2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 22,133 | 4,709 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 111,049 | 24.90 | 23,627 | 48.21 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 81,263 | 62.44 | 15,371 | 53.21 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 1,112 | 237 | ||||||
| 2025-08-14 | 13F | 投资公司 | 14,231 | 3,028 | ||||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 4,624 | 217.58 | 984 | 276.63 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 1,409 | 1.15 | 292 | 11.88 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 4,493 | 956 | ||||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 2,865 | 57.85 | 610 | 87.38 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 971 | 207 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 22,131 | 70.99 | 4,709 | 103.99 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,575 | 4.24 | 33,510 | 23.69 | |||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 1,992 | 62.75 | 424 | 93.15 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 147 | 226.67 | 31 | 287.50 | ||||
| 2025-08-13 | 13F | Sessa 资本 IM, LP | 1,810,233 | 385,145 | ||||||
| 2025-07-30 | 13F | 达戴维森公司 | 68,311 | 21.33 | 14,534 | 43.97 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 99,066 | 236.12 | 21,077 | 298.88 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 10,034 | 96.44 | 1,898 | 85.25 | ||||
| 2025-07-09 | 13F | 伯特财富顾问 | 1,703 | 362 | ||||||
| 2025-07-24 | 13F | 东方银行 | 1,248 | 328.87 | 266 | 409.62 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 2,738 | 583 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 1,470 | 313 | ||||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 27,315 | 65.15 | 5,812 | 95.99 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 30,223 | 1,467.58 | 6,430 | 1,763.77 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 1,291 | 275 | ||||||
| 2025-08-14 | 13F | D1资本合伙人有限合伙人 | 1,162,000 | 43.28 | 247,227 | 70.02 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 156,346 | 78.57 | 33,264 | 111.90 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 23,150 | 147.96 | 4,173 | 119.52 | ||||
| 2025-06-27 | NP | PCLVX - PACE 大型公司价值股权投资 P 类 | 6,707 | 20.91 | 1,209 | 7.09 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 4,824 | 27.79 | 1,026 | 51.78 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 2 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 329,956 | 2.75 | 59,478 | -9.08 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 393 | 230.25 | 84 | 295.24 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,100,765 | 59.96 | 234,199 | 89.81 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 80,029 | 67.16 | 17,027 | 98.35 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 3,919,749 | 66.85 | 833,966 | 97.99 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | Short | -698 | -28.12 | -149 | -14.94 | |||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 955 | 203 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 11,677 | 24.85 | 2,484 | 48.12 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 51,854 | 22.50 | 11,032 | 45.37 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 149,023 | 7,916.30 | 31,706 | 9,421.32 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 1,145 | 244 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 2,481 | 33.03 | 528 | 57.78 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 6,720 | 140.69 | 1,430 | 185.80 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 96 | 20 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 10,773 | 112.61 | 2,292 | 152.42 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 19,078 | 2,495.65 | 4,059 | 2,997.71 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,599 | 69.21 | 340 | 101.18 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 24 | 5 | ||||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 3,226 | 64.17 | 686 | 94.89 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 5,106 | 1,086 | ||||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 3,557 | 44.83 | 757 | 71.82 | ||||
| 2025-08-07 | 13F | 中央证券公司 | 335,000 | 11.67 | 71,275 | 32.50 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 40,205 | 8,554 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 376 | 23.68 | 80 | 48.15 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 2,370 | 504 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 5,647 | 5.97 | 1,013 | 6.53 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 9,234 | 25.70 | 1,965 | 49.13 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,733 | 5.86 | 328 | -0.30 | ||||
| 2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 943 | 201 | ||||||
| 2025-08-14 | 13F | Teewinot 资本顾问有限责任公司 | 370,803 | 78,892 | ||||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 192,576 | 14.19 | 40,972 | 35.49 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 2,738 | 30.94 | 583 | 55.61 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 14,008,841 | 64.14 | 2,970,628 | 94.31 | ||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 1,097 | 233 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 61 | 11 | ||||||
| 2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 10,101 | 2,149 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 1,871 | 0.92 | 398 | 19.88 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 13,520 | 2,877 | ||||||
| 2025-03-26 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 186,451 | 0.38 | 37,982 | 25.62 | ||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 1,194 | 254 | ||||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 2,703,763 | 330.25 | 575,253 | 410.54 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 23,200 | 673.33 | 4,936 | 1,155.98 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 16,829 | 8.51 | 3,581 | 28.78 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 94,606 | 76.20 | 20,128 | 109.10 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 16,845 | 2.85 | 3,584 | 22.04 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 6,779 | 86.75 | 1,496 | 130.15 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,609 | 10.74 | 290 | -1.69 | ||||
| 2025-08-11 | 13F | 花旗集团 | 666,518 | 60.40 | 141,808 | 90.33 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 150,000 | 2,900.00 | 31,914 | 3,461.83 | |||
| 2025-07-18 | 13F | 影响资本合伙公司 | 1,259 | 268 | ||||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 6,216 | 93.95 | 1,323 | 130.31 | ||||
| 2025-08-12 | 13F | 中心财富管理 | 1,339 | 279 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 113 | 24 | ||||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 4,076 | 867 | ||||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 4,673 | 994 | ||||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 1,792 | 41.21 | 381 | 67.84 | ||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 1,494 | 318 | ||||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 1,882 | 15.46 | 400 | 36.99 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 7,011,073 | 41.32 | 1,491,676 | 67.69 | ||||
| 2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 1,524 | 317 | ||||||
| 2025-05-30 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 3,221 | 0.31 | 578 | 0.87 | ||||
| 2025-08-14 | 13F | Mission Creek 资本合伙公司 | 1,202 | 256 | ||||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 340 | 61 | ||||||
| 2025-08-26 | NP | 贝莱德增强股本股息信托 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 | 32,400 | 6,893 | ||||||
| 2025-08-11 | 13F | 塞泽特资本合伙公司 | 189,598 | 0.88 | 40,339 | 19.71 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,769 | 67.66 | 802 | 98.76 | ||||
| 2025-07-23 | 13F | 信托资产管理有限责任公司 | 7,363 | 67.42 | 1,567 | 98.73 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 1,178 | 253 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 32,445 | 91.45 | 6,137 | 80.58 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 1,734 | 2.42 | 369 | 21.45 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 2,661 | 566 | ||||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,107 | 58.54 | 448 | 88.24 | ||||
| 2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 45,675 | 8,233 | ||||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 111 | 14.43 | 23 | 46.67 | ||||
| 2025-08-14 | 13F | 683 资本管理公司 | 321,500 | 4.38 | 68,402 | 23.86 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,313 | 65.33 | 492 | 96.80 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 213 | 10,550.00 | 45 | |||||
| 2025-07-15 | 13F | 统一投资管理 | 4,261 | 1.60 | 906 | 20.48 | ||||
| 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 | 393 | 19.09 | 71 | 4.48 | ||||
| 2025-04-29 | NP | FFND - 未来基金主动型 ETF | 3,562 | 714 | ||||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 100 | 2.04 | 21 | 23.53 | ||||
| 2025-07-28 | 13F | 切萨皮克财富管理 | 1,220 | 2.09 | 260 | 21.03 | ||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 2,432 | 517 | ||||||
| 2025-08-12 | 13F | 银色信托公司 | 10,586 | 17.35 | 2,252 | 39.27 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 214,517 | 70.15 | 45,641 | 101.90 | ||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 7,500 | 1,596 | ||||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,194 | 254 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 13,389 | 17.61 | 2,849 | 39.54 | ||||
| 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 | 166,038 | 8.71 | 29,930 | -3.81 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 2,034 | 433 | ||||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 58,162 | 3.08 | 12 | 20.00 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 21 | 4 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 296 | 228.89 | 63 | 287.50 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 36,015 | 7,663 | ||||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 11,351 | 17.61 | 2,147 | 10.96 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 229 | 3.15 | 49 | 23.08 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 96,708 | 6,551.17 | 20,576 | 7,813.46 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 933 | 0.86 | 198 | 20.00 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,524 | 324 | ||||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 2,221 | 473 | ||||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 2,837 | 162.44 | 537 | 148.15 | ||||
| 2025-07-10 | 13F | 布鲁克林 FI 有限责任公司 | 1,148 | 244 | ||||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,492 | 317 | ||||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 3,306 | 3.64 | 1 | |||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,467 | 1.52 | 525 | 20.46 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 6,865 | 30.32 | 1,461 | 54.66 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 9,562 | 248.72 | 2,034 | 314.05 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 25,145 | 68.30 | 5,350 | 99.74 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 1,470 | 313 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT GAMCO 并购投资组合 IB 类 | 815 | 173 | ||||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 387,867 | 60.62 | 82,523 | 90.60 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 1,160 | 247 | ||||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 557,359 | 11.40 | 118,584 | 32.19 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 9,276 | 52.89 | 1,755 | 44.24 | ||||
| 2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 1,348 | 287 | ||||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 10,317 | 8.60 | 2,195 | 28.89 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 6,068 | 26.89 | 1,291 | 50.64 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 71,156 | 65.72 | 15,139 | 96.66 | ||||
| 2025-08-14 | 13F | 维斯塔资本合伙公司 | 966 | 205 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 16,132 | 1.89 | 2,908 | -9.86 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 39,582 | 22.30 | 8,421 | 45.10 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 88,810 | 28.54 | 18,895 | 52.54 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 26,557 | 32.62 | 5,650 | 57.38 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 28 | 33.33 | 6 | 66.67 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 10,581 | 422.78 | 2,251 | 525.28 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 2,897 | 616 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 22,940 | 69.22 | 4,881 | 100.82 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 1,495 | 15.80 | 318 | 37.66 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 993 | 37.92 | 211 | 63.57 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 5,616 | 346.42 | 1,195 | 430.67 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 1,520 | 323 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 16,912 | 199.38 | 3,598 | 255.53 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 7,807 | 145.35 | 1,661 | 191.40 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 74,937 | 18.22 | 15,943 | 40.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 19,353 | 51.33 | 4,118 | 79.55 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Westchester Capital 事件驱动基金 (A) | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 216,114 | 48.23 | 45,980 | 75.89 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 154,146 | 12.88 | 33 | 33.33 | ||||
| 2025-07-24 | 13F | 路易斯堡投资公司 | 50 | 11 | ||||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 137,250 | 67.55 | 29,201 | 98.82 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 22,640 | 5 | ||||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 122,362 | 6,468.01 | 25,820 | 7,893.50 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 17,900 | 10.49 | 3,227 | -2.24 | ||||
| 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 | 47,802 | 71.97 | 9,042 | 62.20 | ||||
| 2025-08-13 | 13F | 世代资本管理有限公司 | 3,172 | 675 | ||||||
| 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 | 228,776 | 103.55 | 48,674 | 141.53 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 337,095 | 3.67 | 71,720 | 23.01 | ||||
| 2025-08-08 | 13F | 塞卡诺管理有限责任公司 | 91,145 | 19,392 | ||||||
| 2025-07-23 | 13F | 拉拉威金融公司 | 3,951 | 841 | ||||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 1,095 | 233 | ||||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 2,841 | 33.32 | 604 | 58.12 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 21,522 | 4,579 | ||||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 3,556 | 71.04 | 757 | 103.23 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 479,609 | 76.23 | 102,042 | 111.89 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 22,616 | 1,411.76 | 4,812 | 1,695.15 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 969,189 | 95.02 | 206,205 | 131.42 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 3,013 | 28.32 | 570 | 21.06 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 28 | 6 | ||||||
| 2025-08-26 | NP | MERVX - 合并基金 VL | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 115,708 | 25 | ||||||
| 2025-08-26 | NP | MERFX - 合并基金 - 投资者类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,979 | 74.36 | 421 | 107.39 | ||||
| 2025-07-09 | 13F | LifePlan 金融有限责任公司 | 1,374 | 17.04 | 292 | 39.05 | ||||
| 2025-08-26 | NP | WCERX - WCM 另类：事件驱动基金 - 投资者类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 1,475 | 314 | ||||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,065,610 | 1,031.63 | 226,719 | 1,242.88 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 6,988 | 8.88 | 1,487 | 29.22 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 18,731 | 3,985 | ||||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 3,451 | 734 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 659 | 64.75 | 141 | 97.18 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 16,430 | 63.30 | 3,496 | 93.84 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 313,895 | 201.06 | 66,786 | 257.26 | ||||
| 2025-08-25 | NP | KOOL - 北岸股票轮动 ETF | -0 | -100.00 | ||||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 33 | 22.22 | 7 | 75.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 15,287 | 76.16 | 3,252 | 109.13 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 17,056 | 152.08 | 3,629 | 199.09 | ||||
| 2025-07-24 | 13F | Acima 私人财富有限公司 | 2,095 | 1,995.00 | 446 | 2,517.65 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 48,281 | 319.80 | 10,272 | 398.16 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 327 | 70 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 1 | 0 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 512 | 1,148.78 | 109 | 1,442.86 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 1,007 | 214 | ||||||
| 2025-08-25 | NP | 美国基金保险系列 - 美国中小型股票基金 4 类 | 2,354 | 501 | ||||||
| 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 | 408,100 | 36.48 | 86,827 | 61.95 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 372,348 | 70.73 | 70,430 | 61.03 | ||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 1,059 | 225 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 11,227 | 87.05 | 2,389 | 121.93 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 193,166 | 1,039.22 | 41,098 | 1,251.88 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 23,684 | 467.28 | 5,039 | 573.53 | ||||
| 2025-08-29 | NP | OAKMX - Oakmark 基金投资者类别 | 2,696,000 | 2.28 | 573,601 | 21.36 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 3,407 | 43.03 | 725 | 69.56 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam Focused Equity Fund A 类 | 80,000 | 8.11 | 15,132 | 1.97 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,969,661 | 61.82 | 419,065 | 92.02 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 791 | 2.99 | 168 | 22.63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 49,570 | 554.56 | 10,547 | 677.16 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,920 | 68.87 | 408 | 100.99 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 946 | 201 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 93 | 200.00 | 20 | 280.00 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 58,758 | 3.98 | 10,535 | 4.56 | ||||
| 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 | 175,707 | 79.66 | 33,235 | 69.45 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 1,823 | 57.02 | 388 | 86.06 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 825,179 | 1.40 | 148,747 | -10.27 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 1,401 | 298 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 20,559 | 108.78 | 4,374 | 147.82 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 1,230 | 107.07 | 262 | 146.23 | ||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 2,857 | 608 | ||||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 56,762 | 53.42 | 12,077 | 82.06 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 9,227 | 0.38 | 1,963 | 19.11 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 69,187 | 114.83 | 14,720 | 154.94 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 565,828 | 120,386 | ||||||
| 2025-08-12 | 13F | 勃朗特资本管理有限公司 | 346,950 | 83,171 | ||||||
| 2025-08-27 | NP | CFIMX - Clipper 基金信托 | 548,044 | 4.68 | 116,602 | 24.21 | ||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 122 | 103.33 | 26 | 150.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 4,872 | 270.78 | 1,037 | 340.85 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 79,465 | 44.95 | 16,907 | 72.00 | ||||
| 2025-08-28 | NP | XLF - 金融精选行业 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 | 4,315,342 | 52.74 | 918,132 | 81.24 | ||||
| 2025-07-29 | NP | DAGVX - 纽约梅隆银行动态价值基金 A 类 | 911,305 | 32.93 | 172,373 | 25.37 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 7,900 | 1,681 | |||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 32,315 | 66.31 | 6,112 | 56.88 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 12,500 | 2,660 | |||||
| 2025-08-01 | 13F | 信托投资顾问 | 10,875 | 2,314 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 2,317,152 | 193.41 | 492,997 | 248.17 | ||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 2,062 | 439 | ||||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 9,110 | 310.36 | 1,938 | 386.93 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 4,800 | 128.57 | 1,021 | 402.96 | ||||
| 2025-07-30 | 13F | Axiom 金融策略有限公司 | 1,725 | 13.34 | 367 | 34.93 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 4,087 | 870 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 47,140 | 31.48 | 10,030 | 56.02 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 14,427 | 51.21 | 3,069 | 79.47 | ||||
| 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 | 258,116 | 48.86 | 54,917 | 76.64 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 14,976 | 3.48 | 3,186 | 22.77 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 18,000 | 3,830 | |||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 3,416 | 626.81 | 727 | 764.29 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 30,000 | 6,383 | |||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 1,715 | 365 | ||||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 37,880 | 8,059 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 4,289 | 67.08 | 913 | 98.26 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 1,217 | 259 | ||||||
| 2025-08-14 | 13F | Shellback 资本有限合伙人 | 176,564 | 37,566 | ||||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 1,519 | 323 | ||||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 2,170 | 462 | ||||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 1,163 | 249 | ||||||
| 2025-08-29 | NP | Harris Oakmark ETF Trust - Oakmark 美国大盘股 ETF | 73,587 | 179.48 | 15,656 | 231.69 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 106 | 55.88 | 19 | 111.11 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,843 | 16.35 | 392 | 38.03 | ||||
| 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 | 316,564 | 52.05 | 67,352 | 80.42 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 9,127 | 1,942 | ||||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 152 | 32 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 720 | 21.01 | 130 | 6.61 | ||||
| 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 | 3,166 | 29.38 | 571 | 14.46 | ||||
| 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 | 62,352 | 71.05 | 13,266 | 103.00 | ||||
| 2025-06-25 | NP | MARB - First Trust 合并套利 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 | Short | -9,196 | 17.21 | -1,658 | 3.69 | |||
| 2025-07-14 | 13F | 芝加哥信托公司 | 2,853 | 607 | ||||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 20,123 | 45.86 | 4,281 | 73.11 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 48,713 | 7.36 | 10,364 | 27.40 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 7,265 | 12.81 | 1,310 | -0.15 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,128 | 240 | ||||||
| 2025-07-28 | 13F | 彭定康公司/TN | 1,555 | 331 | ||||||
| 2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 10,352 | 9.43 | 2,202 | 77.29 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 15,319 | 547.19 | 3,294 | 682.42 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 10,045 | 2,137 | ||||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 30,514 | 3.99 | 5,500 | -7.98 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 6,400 | 33.33 | 1,362 | 58.26 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 506,470 | 34.60 | 95,799 | 26.95 | ||||
| 2025-07-28 | NP | VCIGX - 股息价值基金 | 28,921 | 0.42 | 5,470 | -5.28 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 4,725 | 1,005 | ||||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 1,693 | 43.11 | 360 | 69.81 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 3,202 | 5.89 | 681 | 25.65 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 14 | 3 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 14,175 | 110.06 | 3,016 | 149.38 | ||||
| 2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 30,798 | 6,553 | ||||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 23,370 | 14.58 | 4,972 | 35.96 | ||||
| 2025-07-29 | NP | SLVYX - 大型资本价值投资组合 A 类 | 3,864 | 33.43 | 731 | 25.86 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,147 | 2.90 | 2,190 | -8.94 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 23,146 | 665.66 | 4,925 | 813.54 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 4 | 1 | ||||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 6,110 | 60.49 | 1,300 | 90.47 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 1,761 | 375 | ||||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 16,879 | 198.32 | 3,591 | 254.14 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 106,940 | 64.61 | 22,753 | 95.33 | ||||
| 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 | 93,382 | 11.03 | 17,663 | 4.72 | ||||
| 2025-07-29 | NP | KBWB - Invesco KBW 银行 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 | 797,766 | 1.30 | 150,897 | -4.46 | ||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 7,463 | 1,588 | ||||||
| 2025-08-05 | 13F | 百年银行/AR/ | 432 | 1,628.00 | 92 | 2,175.00 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 200 | 86.92 | 43 | 121.05 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 1,836 | 54.29 | 391 | 83.10 | ||||
| 2025-08-25 | NP | REDWX - 渴望红木基金 | 15,330 | 94.57 | 3,262 | 130.95 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 125,383 | 62.64 | 26,676 | 93.00 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 2,337 | 12.09 | 421 | -0.71 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 320 | 204.76 | 61 | 185.71 | ||||
| 2025-08-08 | 13F | 财富信托资产管理有限公司 | 5,967 | 1,270 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 637 | 2.41 | 136 | 21.62 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | Short | -1,124 | -10.79 | -239 | 6.22 | |||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 19,985 | 4,252 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 24,592 | 0.17 | 4,433 | -11.38 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 1,697 | 361 | ||||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 2,643 | 562 | ||||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 1,293 | 275 | ||||||
| 2025-08-05 | 13F | 机械资本公司 | 20,251 | 4,309 | ||||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 386,004 | 70.98 | 82,126 | 102.89 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 1,913 | 0.68 | 403 | 16.14 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 5,655 | 9.38 | 1,203 | 29.91 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 630 | 114 | ||||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 2,015 | 429 | ||||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 130 | 28 | ||||||
| 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 | 2,601 | 426.52 | 553 | 528.41 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 67,076 | 4.05 | 14,271 | 23.47 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 18,679 | 14.29 | 3,974 | 35.63 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 12 | 200.00 | 3 | |||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 645 | 288.55 | 137 | 372.41 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 71,633 | 4.60 | 15,240 | 24.12 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 2,916 | 620 | ||||||
| 2025-07-30 | 13F | 第一州际银行 | 2,472 | 526 | ||||||
| 2025-07-16 | 13F | 南方资本顾问有限公司 | 10,042 | 2.57 | 2,136 | 21.71 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 5,727 | 61.87 | 1,083 | 88.35 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 1,217 | 1.67 | 259 | 20.56 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 1,304 | 277 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 4,493 | 250.74 | 956 | 317.03 | ||||
| 2025-08-07 | 13F | 商业银行 | 386,358 | 9.34 | 82,202 | 29.74 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 2,732 | 2.71 | 581 | 26.03 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 44,114 | 1,507.07 | 9,386 | 1,807.52 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 6,160 | 38,400.00 | 1 | |||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 29,194 | 69.30 | 6,211 | 100.94 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 5,399 | 94.07 | 1,149 | 130.52 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 90,192 | 50.62 | 19,189 | 91.72 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 4,665 | 46.65 | 993 | 74.04 | ||||
| 2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 5,577 | 21.42 | 1,187 | 44.11 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 30,159 | 31.46 | 6,417 | 55.99 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 16,958 | 49.53 | 3,608 | 77.47 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 1,786 | 380 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 14,036 | 48.36 | 2,986 | 76.06 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 574,945 | 76.09 | 122,325 | 108.96 | |||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 6,941 | 1.03 | 1 | 0.00 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 779,768 | 6.66 | 147,493 | 0.60 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 21,955 | 65.82 | 4,671 | 96.84 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 56,380,913 | 74.82 | 11,995,603 | 107.44 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 14 | 16.67 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 36 | 7 | ||||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 968 | 206 | ||||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 1,676 | 6.35 | 357 | 26.24 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 54,991 | 30.15 | 11,700 | 54.44 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 79,271 | 122.83 | 16,859 | 164.40 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 1,038 | 221 | ||||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 1,022 | 217 | ||||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 8 | 2 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,879,000 | 37.52 | 399,776 | 63.19 | |||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 8,261 | 72.79 | 1,563 | 63.05 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 661 | 69.05 | 141 | 100.00 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 236,558 | 135.01 | 50,330 | 178.87 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,462,200 | 9.73 | 311,098 | 30.20 | |||
| 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 | 280,059 | 112.46 | 52,973 | 173.52 | ||||
| 2025-08-26 | NP | 第一信托增强型股权收益基金 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 | 18,000 | 3,830 | ||||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 5,453 | 1,160 | ||||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 982 | 209 | ||||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 615 | 3,136.84 | 131 | 4,233.33 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 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 | 7,993 | 109.90 | 1,512 | 98.17 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 2,076 | 50.76 | 442 | 79.27 | ||||
| 2025-07-24 | 13F | 桦木资本管理有限责任公司 | 2,817 | 599 | ||||||
| 2025-08-14 | 13F | 金融策略集团公司 | 41,407 | 2.70 | 9,101 | 38.03 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,821 | 4.84 | 328 | -7.08 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 6,510 | 113.86 | 1,173 | 89.19 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 300 | 141.94 | 64 | 186.36 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 586 | 125 | ||||||
| 2025-08-22 | NP | 基石总回报基金公司 | 6,200 | 10.71 | 1,319 | 31.37 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 2,242 | 12.44 | 477 | 33.61 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 93,454 | 35.26 | 19,883 | 60.50 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 16,963 | 13.46 | 3,609 | 34.66 | ||||
| 2025-08-13 | 13F | 挪威银行 | 7,997,325 | 1,701,511 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 6,992 | 107.42 | 1,488 | 146.19 | ||||
| 2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 1,091 | 232 | ||||||
| 2025-08-14 | 13F | 丰益投资顾问有限公司 | 2,000 | 426 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,729 | 94.71 | 327 | 83.71 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 33,061 | 2,012.52 | 7,034 | 2,412.14 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 32,042 | 6,817 | ||||||
| 2025-08-14 | 13F | 多伦多道明银行 | 428,647 | 190.63 | 91,200 | 244.88 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 4,050 | 143.98 | 862 | 189.90 | ||||
| 2025-08-28 | NP | 北极光可变信托 - 贝恩资本股票机会基金 2 类股份 | 2,358 | 806.92 | 502 | 989.13 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 16,179 | 13.70 | 3,442 | 34.93 | ||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 22,067 | 4,695 | ||||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 2,959 | 52.76 | 630 | 81.27 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 988 | 64.94 | 210 | 96.26 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 48 | 0 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 27 | 200.00 | 6 | 400.00 | ||||
| 2025-06-27 | NP | PFI - Invesco DWA 金融动量 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 | 7,262 | 1,309 | ||||||
| 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 | 2,676 | 13.15 | 482 | 0.21 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 107,810 | 9.32 | 23 | 29.41 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 91 | 0 | ||||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 14,406 | 79.85 | 3,065 | 113.44 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 15,681 | 3,336 | ||||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 51,247 | 33.41 | 9 | 33.33 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 2,642 | 562 | ||||||
| 2025-07-18 | 13F | 自由资本管理公司 | 1,019 | 217 | ||||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 12,751 | 41.35 | 2,713 | 67.72 | ||||
| 2025-07-29 | 13F | 雷莫尔社区银行 | 1,416 | 301 | ||||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 7,458 | 11.65 | 1,587 | 32.50 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 279,318 | 63.08 | 59,428 | 93.52 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 7,782 | 0.53 | 1,656 | 19.32 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 77,988 | 16,593 | ||||||
| 2025-08-14 | 13F | 探索资本管理有限公司/CT | 241,510 | 51,384 | ||||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 9,015 | 45.17 | 1,918 | 72.33 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 11,780 | 0.65 | 2,123 | -10.95 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 59,919 | 62.87 | 11,334 | 53.61 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,848 | 606 | ||||||
| 2025-07-25 | 13F | SPC 金融公司 | 1,355 | 288 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 25,923 | 3.51 | 4,673 | -8.41 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 6,867 | 109.23 | 1,461 | 148.47 | ||||
| 2025-08-14 | 13F | 富登基金管理有限公司 | 1,603 | 341 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 2,908 | 619 | ||||||
| 2025-08-11 | 13F | 阿维索财富管理 | 1,956 | 416 | ||||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 36,596 | 4.07 | 7,786 | 23.51 | ||||
| 2025-08-14 | 13F | 马林银行 | 1,166 | 248 | ||||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 30,730 | 17.91 | 5,813 | 11.21 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 241,582 | 8.44 | 43,787 | 18.41 | ||||
| 2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 367 | 74 | ||||||
| 2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 1,004 | 48.74 | 214 | 76.03 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 3,263 | 617 | ||||||
| 2025-07-29 | 13F | LB 合作伙伴有限责任公司 | 64,056 | 13,629 | ||||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 7,092 | 145.23 | 1,509 | 191.12 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 4,532 | 1.75 | 964 | 20.80 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 12,515 | 59.16 | 2,663 | 88.93 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 2,294 | 488 | ||||||
| 2025-08-11 | 13F | 克莱默·罗森塔尔·麦克格林有限公司 | 137,168 | 38.77 | 29,184 | 64.66 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 32,946 | 7,010 | ||||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 3,550 | 69.13 | 755 | 100.80 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 2,570 | 547 | ||||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 1,282 | 273 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 13,143 | 52.44 | 2,796 | 80.85 | ||||
| 2025-08-05 | 13F | 塞博尔德资本管理公司 | 5,362 | 1.75 | 1,141 | 20.76 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 703,526 | 65.37 | 149,682 | 96.23 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 46,227 | 186.22 | 9,835 | 239.72 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 125 | 66.67 | 27 | 100.00 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 29,759 | 6,332 | ||||||
| 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 | 639,434 | 71.92 | 120,949 | 62.15 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,551 | 0.32 | 330 | 18.77 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 77,857 | 2,839.11 | 16,565 | 3,394.51 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,301 | 28.14 | 2,327 | 20.83 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,662 | 70.99 | 354 | 102.87 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 112,937 | 61.94 | 24 | 100.00 | ||||
| 2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 505 | 107 | ||||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 4,074 | 219.78 | 867 | 279.82 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 4,429 | 40.65 | 942 | 67.02 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 52,398 | 122.19 | 11,148 | 163.67 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 10,100 | 2,149 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 100,012 | 7.87 | 18,028 | -4.55 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 16,585,504 | 48.18 | 3,528,732 | 75.83 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 2,048 | 436 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 106,000 | 22,553 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 6,620 | 67.09 | 1,408 | 98.31 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 8,933 | 1.03 | 1,901 | 19.87 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 5,505,615 | 18.01 | 1,171,375 | 40.03 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 50,951,808 | 80.58 | 10,840,507 | 114.28 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 113,093 | 24,062 | ||||||
| 2025-07-23 | 13F | 科恩资本管理公司 | 996 | 212 | ||||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,698 | 361 | ||||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 1,096 | 233 | ||||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 6,435 | 1,369 | ||||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 1,434 | 305 | ||||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 831 | 60.74 | 177 | 91.30 | ||||
| 2025-08-26 | NP | DMAGX - Driehaus 多元资产增长经济基金 | 3,627 | 772 | ||||||
| 2025-07-15 | 13F | RVW 财富有限责任公司 | 1,580 | 10.80 | 336 | 31.76 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 239 | 1,305.88 | 51 | 1,566.67 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 138,700 | 33.37 | 29,510 | 58.25 | |||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 4,466 | 4.10 | 805 | -7.79 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 1,502 | 320 | ||||||
| 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 | 24,351 | 5.96 | 4,606 | -0.09 | ||||
| 2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 9,372 | 1,994 | ||||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 1,643 | 103.59 | 350 | 238.83 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 53,222 | 58.74 | 11,324 | 88.37 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 30,609 | 39.21 | 6,512 | 65.20 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 2,333 | 103.05 | 496 | 140.78 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 2,069,619 | 89.56 | 440,332 | 124.93 | ||||
| 2025-08-12 | 13F | 被动资本管理有限责任公司。 | 1,641 | 12.24 | 353 | 34.73 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 2,134 | 10.86 | 454 | 31.59 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 831 | 64.23 | 157 | 55.45 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 543 | 22.57 | 116 | 45.57 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 646 | 137 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 116 | 136.73 | 25 | 200.00 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 21,030 | 21.48 | 3,771 | 22.13 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 5,757 | 1,225 | ||||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,229 | 10.46 | 4,304 | 31.07 | ||||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 40,000 | 7,210 | ||||||
| 2025-08-13 | 13F | 三井住友金融集团 | Put | 10,000 | 100.00 | 94 | 30.99 | |||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 8,438 | 1,795 | ||||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 8,196 | 47.89 | 1,744 | 75.53 | ||||
| 2025-08-14 | 13F | 七英里咨询 | 1,774 | 10.46 | 377 | 31.36 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 20,062 | 2.13 | 4,268 | 21.18 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 3,346 | 136.13 | 712 | 179.92 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 34,843 | 61.03 | 6,046 | 87.41 | ||||
| 2025-08-13 | 13F | Flow Traders 美国有限公司 | 1,025 | 0 | ||||||
| 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 | 32,921 | 66.82 | 7,004 | 97.96 | ||||
| 2025-08-26 | NP | AUXAX - 奥克斯焦点基金A股 | 100 | 21 | ||||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 15 | 3 | ||||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 763,608 | 23.46 | 144,436 | 16.44 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 14,469 | 434.31 | 3,078 | 534.64 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 103,855 | 35.37 | 22 | 69.23 | ||||
| 2025-08-26 | NP | PRISX - T. Rowe Price 金融服务基金公司 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 | 256,618 | 33.73 | 54,598 | 58.69 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 3,435 | 731 | ||||||
| 2025-07-31 | 13F | 奥本海默公司 | 31,371 | 39.23 | 6,674 | 65.24 | ||||
| 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 | 157,246 | 1,541.74 | 29,743 | 1,926.09 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 7,913 | 16.85 | 1,670 | 42.04 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 946,613 | 65.27 | 201 | 97.06 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 111 | 35.37 | 24 | 64.29 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 9,785 | 25.40 | 2,082 | 48.75 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 124 | 439.13 | 26 | 550.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 78,878 | 53.25 | 16,782 | 81.86 | ||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 953,696 | 202,908 | ||||||
| 2025-08-14 | 13F | 萨姆林资本有限公司 | 2,460,455 | 64.23 | 523,486 | 94.88 | ||||
| 2025-08-25 | NP | MANNING & NAPIER FUND, INC. - Callodine 股票收益系列 I 类 | 42,595 | 112.97 | 9,063 | 152.70 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 32,036 | 79.07 | 6,060 | 68.92 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 615,449 | 76.10 | 131 | 109.68 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 4,193 | 124.34 | 892 | 192.46 | ||||
| 2025-08-07 | 13F | W 顾问有限公司 | 995 | 212 | ||||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 32,011 | 59.48 | 6,811 | 89.27 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 186,922 | 67.07 | 39,770 | 98.25 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 20 | 4 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 6,687 | 230.55 | 1,423 | 292.82 | ||||
| 2025-07-29 | 13F | 第一银行公司 /ME/ | 1,255 | 267 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 20,571,038 | 80.00 | 4,376,694 | 113.59 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 1,927 | 61.39 | 0 | |||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 5,085 | 1,082 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 193,178 | 66.84 | 41,101 | 97.98 | ||||
| 2025-07-31 | 13F | 中央银行 | 784 | 107.96 | 167 | 147.76 | ||||
| 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 | 2,852,345 | 47.61 | 606,865 | 75.16 | ||||
| 2025-07-29 | NP | SFPIX - I 类金融服务投资组合 | 178 | 25.35 | 34 | 17.86 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 5,461 | 979 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 4,700 | 27.03 | 843 | 27.77 | |||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 13,400 | 1,240.00 | 2,403 | 1,249.44 | |||
| 2025-08-13 | 13F | Peloton 财富策略师 | 11,990 | 7.78 | 3 | 100.00 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 27,264 | 40.96 | 5,801 | 67.29 | ||||
| 2025-08-11 | 13F | 阶乘合伙人有限公司 | 2,955 | 629 | ||||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 32,351 | 36.32 | 6,883 | 61.78 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 15,730 | 59.70 | 3 | 200.00 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 10,528 | 383 | |||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 1,584 | 26.42 | 337 | 50.45 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 41,300 | 171.71 | 8,787 | 222.42 | |||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 5,258 | 25.55 | 1,119 | 49.07 | ||||
| 2025-07-30 | 13F | 施瓦茨投资顾问公司 | 950 | 202 | ||||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 2,489 | 78.17 | 530 | 111.60 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 2,462 | 524 | ||||||
| 2025-07-24 | 13F | 本森投资管理公司 | 26,640 | 5,668 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 152 | 100.00 | 33 | 153.85 | ||||
| 2025-08-11 | 13F | Birnam Oak Advisors, LP | 19,833 | 4,220 | ||||||
| 2025-07-09 | 13F | 第一银行与信托 | 1,730 | 368 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 2,199 | 52.07 | 468 | 80.31 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 2,864 | 39.57 | 609 | 65.94 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 12,619 | 2,685 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 74,269 | 8.40 | 13,388 | -4.08 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 1,333 | 6.22 | 284 | 25.78 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 35,424 | 7,537 | ||||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 1,047 | 223 | ||||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 1,069 | 227 | ||||||
| 2025-08-14 | 13F | 石点资本有限责任公司 | 84,544 | 17,988 | ||||||
| 2025-08-15 | 13F | Binnacle投资公司 | 58 | 1,833.33 | 12 | |||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 33 | 230.00 | 7 | 600.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,052,809 | 137.31 | 223,995 | 181.42 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 5,843 | 1,243 | ||||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 3,283 | 698 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 5,760 | 575,900.00 | 1,225 | |||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 606,238 | 128,983 | ||||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 2,974 | 14.96 | 633 | 20.61 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 9,332 | 1,985 | ||||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | Call | 96,600 | 20,553 | |||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 828 | 21.59 | 176 | 44.26 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 10,646 | 27.71 | 2,265 | 51.61 | ||||
| 2025-08-14 | 13F | 汤姆斯资本投资管理有限公司 | 615,000 | 130,847 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 85,178 | 24.21 | 18,122 | 47.39 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 176,638 | 37,582 | ||||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 285 | 61 | ||||||
| 2025-08-04 | 13F | 人力投资有限责任公司 | 1,468 | 2.51 | 312 | 21.88 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 413 | 59.46 | 88 | 89.13 | ||||
| 2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 1,116 | 239 | ||||||
| 2025-07-11 | 13F | 永久有限公司 | 1,402 | 298 | ||||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 24,653 | 3.55 | 5,245 | 22.89 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 1,209 | 257 | ||||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 3,880 | 19,300.00 | 826 | 27,400.00 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | Call | 100 | 21 | |||||
| 2025-08-07 | 13F | 梅波特有限公司 | 1,721 | 366 | ||||||
| 2025-08-27 | NP | TVLAX - Touchstone 价值基金 A | 28,929 | 6,155 | ||||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,925 | 94.64 | 364 | 83.84 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 439 | 86.02 | 0 | |||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 632 | 134.94 | 134 | 179.17 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 11,259 | 64.68 | 2,395 | 95.51 | ||||
| 2025-07-15 | 13F | 海湾资本顾问有限公司 | 957 | 204 | ||||||
| 2025-07-11 | 13F | 布西财富管理 | 98,474 | 3,740.64 | 20,951 | 4,464.49 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 6,626 | 29.87 | 1,410 | 54.16 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 55,311 | 68.92 | 11,768 | 100.46 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 90,054 | 0.32 | 19,894 | 23.60 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 87,328 | 65.23 | 18,580 | 96.06 | ||||
| 2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 8,266 | 1,759 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 18,216 | 74.33 | 3,876 | 106.89 | ||||
| 2025-07-30 | 13F | 道德公司 | 71,800 | 115.28 | 15,150 | 154.92 | ||||
| 2025-08-13 | 13F | 海盗船资本管理有限公司 | 4,981 | 1,060 | ||||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 2,980 | 5.49 | 1 | |||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,070 | 70.09 | 440 | 101.83 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 445,457 | 128.94 | 94,775 | 180.71 | ||||
| 2025-07-10 | 13F | 斯托尔珀公司 | 50,741 | 11 | ||||||
| 2025-08-13 | 13F | 韩国投资公司 | 377,322 | 79.00 | 80,279 | 112.41 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 1,722 | 366 | ||||||
| 2025-06-26 | NP | FVDFX - 富达价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 144,900 | 6.62 | 26,120 | -5.65 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 1,055 | 224 | ||||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 509,084 | 32.94 | 108,313 | 57.75 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,068 | 2.16 | 23,266 | -9.60 | ||||
| 2025-05-30 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 192 | 3.78 | 34 | 6.25 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 3,836 | 5.53 | 816 | 25.35 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 122,745 | 73.06 | 26,115 | 105.36 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 1,708 | 363 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,087 | 226.43 | 231 | 291.53 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 183 | 35 | ||||||
| 2025-08-05 | 13F | 入口私人财富有限责任公司 | 1,942 | 413 | ||||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 5,941 | 14.40 | 1,264 | 35.77 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 9,205 | 17.11 | 1,971 | 39.89 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 1,628 | 34.77 | 346 | 60.19 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 1,551 | 238 | ||||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 5,561 | 1,183 | ||||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 1,075 | 229 | ||||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 9,238 | 61.31 | 1,965 | 91.52 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,652 | 12.76 | 351 | 34.48 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 95 | 53.23 | 20 | 81.82 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 33,435 | 7,114 | ||||||
| 2025-08-22 | NP | 德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级 | 987 | 210 | ||||||
| 2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 32,280 | 48.39 | 6,868 | 110.84 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 32,956 | 43.86 | 7,012 | 70.71 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 601 | 6.37 | 114 | 0.00 | ||||
| 2025-07-14 | 13F | 特兰资本管理有限公司 | 61,627 | 13,112 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 853 | 65.95 | 181 | 96.74 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 19,388 | 110.72 | 4,125 | 150.15 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 122,000 | 114.79 | 25,957 | 154.87 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 115,200 | 302.80 | 24,510 | 378.04 | |||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 1,404 | 299 | ||||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 444 | 12.69 | 94 | 34.29 | ||||
| 2025-08-27 | NP | 自由全明星股票基金 | 215,367 | 30.89 | 45,821 | 55.31 | ||||
| 2025-08-14 | 13F | 特鲁斯资本顾问有限责任公司 | Call | 150,000 | 31,914 | |||||
| 2025-08-05 | 13F | 伯尼公司/ | 250,622 | 210.47 | 53,322 | 268.42 | ||||
| 2025-08-14 | 13F | 特鲁斯资本顾问有限责任公司 | 169,400 | 36,042 | ||||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 44,398 | 2.77 | 9,446 | 21.95 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 312,934 | 89.87 | 66,580 | 125.30 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 5,750,743 | 475.07 | 1,223,528 | 582.39 | ||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 1,157 | 246 | ||||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 768 | 163 | ||||||
| 2025-08-14 | 13F | Synovus金融公司 | 23,574 | 1.83 | 5,016 | 20.84 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 83,490 | 51.61 | 17,763 | 79.90 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 89,401 | 36.38 | 18,865 | 65.84 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 1,137 | 38.49 | 242 | 63.95 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 4,555 | 157.20 | 969 | 205.68 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,195 | 3.91 | 215 | -8.12 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 4,779 | 6.39 | 1,017 | 26.21 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 7,719 | 59.81 | 1,642 | 89.61 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 63,864 | 9.03 | 13,588 | 29.38 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 10,022 | 6.73 | 1,807 | -5.54 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 156 | 1,200.00 | 33 | 1,550.00 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 3,325 | 290.72 | 707 | 660.22 | ||||
| 2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 33,550 | 284.17 | 7,138 | 356.10 | ||||
| 2025-07-21 | 13F | 惠兰金融 | 3,716 | 45.16 | 791 | 72.11 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘价值投资组合 A 类 | 337,515 | 68.83 | 71,810 | 100.33 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 14,234 | 10.38 | 3,028 | 30.97 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 3,461 | 40.81 | 736 | 67.27 | ||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 820 | 164 | ||||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 2,204 | 59.36 | 469 | 89.47 | ||||
| 2025-07-17 | 13F | 人民金融服务公司 | 111 | 24 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 415 | 78.88 | 78 | 69.57 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,463 | 240.23 | 277 | 220.93 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 41,228 | 41.33 | 8,772 | 65.05 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 3,797 | 36.68 | 808 | 62.05 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 15,596 | 181.57 | 2,950 | 165.68 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 4,535 | 66.97 | 965 | 98.35 | ||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 5,906 | 218.38 | 1,117 | 310.66 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 22,283 | 49.57 | 4,741 | 77.46 | ||||
| 2025-07-17 | 13F | 新约信托公司，北美 | 1,399 | 295 | ||||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 7,607 | 1,636 | ||||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 1,135 | 0 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 IV - 金融服务投资组合初始类别 | 33,438 | 7,114 | ||||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 17,227 | 56.45 | 3,665 | 85.66 | ||||
| 2025-07-24 | NP | FDFF - 富达颠覆性金融 ETF | 14,636 | 7.44 | 2,768 | 1.32 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 1,054,593 | 2.65 | 224,375 | 21.80 | ||||
| 2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 11,381 | 2,421 | ||||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 8,215 | 7.62 | 1,748 | 27.70 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 1,763 | 0.40 | 0 | |||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 140 | 0 | ||||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 2,325,208 | 619.62 | 494,711 | 753.92 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 7,723 | 3.83 | 1,643 | 23.26 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 15,074 | 56.56 | 3,207 | 85.81 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 10,068,086 | 2.20 | 2,142,086 | 21.27 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 6,320 | 15.20 | 1,345 | 36.72 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 9,682 | 4.70 | 1,745 | -7.33 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 746,477 | 75.97 | 158,820 | 108.81 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 60 | 11 | ||||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,443 | 307 | ||||||
| 2025-07-22 | 13F | DB Root 有限公司 | 1,549 | 6.31 | 330 | 26.05 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 21,613 | 2.35 | 4,598 | 21.45 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 35,992 | 42.41 | 6,808 | 34.31 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 970 | 14.12 | 175 | 0.58 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 49,667 | 10,567 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 9,527 | 306.62 | 2,027 | 382.38 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 3,210 | 683 | ||||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 1,147 | 244 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 62,400 | 13,276 | ||||||
| 2025-07-09 | 13F | 萨弗·弗鲁曼财富顾问公司 | 370 | 79 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 197 | 629.63 | 42 | 925.00 | ||||
| 2025-07-18 | 13F | 必要资本管理有限责任公司 | 1,422 | 13.58 | 303 | 34.82 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 109,954 | 44.78 | 23,207 | 75.89 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 972 | 207 | ||||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 7,600 | 1,617 | ||||||
| 2025-08-27 | NP | ARTTX - Artisan 主题基金投资者股份 | 121,193 | 25,785 | ||||||
| 2025-08-14 | 13F | 休闲资本管理 | 7,702 | 0.55 | 1,639 | 19.30 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 2,429 | 517 | ||||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 100,604 | 37.99 | 21,405 | 63.75 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 488,153 | 101.76 | 103,856 | 139.40 | ||||
| 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 | 1,180,901 | 68.15 | 223,367 | 58.59 | ||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 742,471 | 157,968 | ||||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,887,957 | 34.32 | 401,682 | 59.39 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 33,122 | 9.06 | 7,047 | 29.40 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,611 | 40.72 | 768 | 66.96 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 2,575 | 69.19 | 548 | 101.10 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 958 | 204 | ||||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 166 | 155.38 | 0 | |||||
| 2025-08-14 | 13F | 红木金融网络公司 | 1,070 | 228 | ||||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 8,867 | 1,887 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,387 | 295 | ||||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 2,631 | 29.41 | 560 | 53.57 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 33,223 | 119.00 | 7,069 | 159.95 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 11,234 | 2,390 | ||||||
| 2025-06-27 | NP | GDIIX - RNC Genter 股息收入基金 | 5,900 | 5.36 | 1,064 | -6.75 | ||||
| 2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 2,747 | 24.19 | 584 | 47.47 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 14 | 3 | ||||||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 253,439 | 8.65 | 53,922 | 28.92 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 294,145 | 56.78 | 62,582 | 86.03 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 55 | 5,400.00 | 12 | |||||
| 2025-07-31 | 13F | 北极星资产管理有限公司 | 1,274 | 271 | ||||||
| 2025-07-22 | 13F | 库里南联合公司 | 1,319 | 281 | ||||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 1,370 | 291 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 166,342 | 63.98 | 35,391 | 94.58 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 33,700 | 64.39 | 7,170 | 95.10 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,459 | 310 | ||||||
| 2025-08-29 | NP | VNSE - Natixis Vaughan Nelson Select ETF | 2,096 | 446 | ||||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 24,745 | 5,265 | ||||||
| 2025-08-13 | 13F | 北方信托公司 | 7,260,459 | 65.32 | 1,544,735 | 96.17 | ||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 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 | 562,435 | 5.06 | 106,385 | -0.91 | ||||
| 2025-07-09 | 13F | 埃尔德雷德·洛克合伙人有限责任公司 | 85,664 | 18,226 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 323 | 54.55 | 69 | 83.78 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 9,987 | 10.04 | 2,125 | 30.55 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 135,580 | 14.07 | 28,846 | 35.35 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 34,479 | 276.70 | 6,182 | 633.33 | ||||
| 2025-08-14 | 13F | 旧金山费城财务管理有限责任公司 | 57,548 | 12,244 | ||||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 1,261 | 268 | ||||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,564 | 61.24 | 296 | 52.06 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 187,704 | 78.82 | 39,936 | 112.19 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 3,841 | 99.53 | 751 | 117.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Capital Group 研究投资组合 IB 类 | 27,031 | 5,751 | ||||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 17,388 | 198.15 | 3,699 | 253.97 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 121,063 | 79.17 | 25,757 | 112.62 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 285 | 61 | ||||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 3,155 | 671 | ||||||
| 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 | 916,382 | 81.59 | 173,334 | 71.27 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 2,293 | 488 | ||||||
| 2025-07-29 | NP | BPAIX - Boston Partners 全市值机构价值基金 | 60,682 | 11,478 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 3,907 | 137.65 | 831 | 182.65 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 3,276 | 2.54 | 697 | 21.85 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 106 | 55.88 | 23 | 83.33 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 9 | 2 | ||||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 5,406 | 267.76 | 1,150 | 337.26 | ||||
| 2025-08-29 | NP | DHLAX - 钻石山大盘基金 A 类 | 1,252,911 | 30.73 | 266,569 | 55.12 | ||||
| 2025-07-29 | 13F | Primoris 财富顾问有限公司 | 1,204 | 256 | ||||||
| 2025-08-14 | 13F | 信托信托公司 | 2,347 | 7.76 | 499 | 27.95 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 1,137 | 242 | ||||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 132 | 28 | ||||||
| 2025-08-14 | 13F | Deprince Race 和 Zollo Inc | 93,160 | 19,821 | ||||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 20,409 | 14.83 | 4,342 | 36.28 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 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 | 425,948 | 64.71 | 90,625 | 95.44 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,372 | 25.11 | 12,505 | 10.70 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,555 | 1,650.00 | 461 | 1,486.21 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 139 | 396.43 | 30 | 480.00 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 35 | 3,400.00 | 7 | |||||
| 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 | 324,991 | 78.71 | 69,145 | 112.06 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 10,738 | 19.74 | 2,285 | 42.13 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 92,778 | 15.42 | 20 | 35.71 | ||||
| 2025-07-24 | 13F | 莱斯特·默里 Antman dba SimplyRich | 3,375 | 14.83 | 1 | |||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 257 | 62.66 | 55 | 92.86 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 3,483 | 88.17 | 1 | |||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 268 | 1.52 | 57 | 18.75 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 196 | 42 | ||||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 1,132 | 41.50 | 241 | 68.53 | ||||
| 2025-08-07 | 13F | PCJ 投资顾问有限公司 | 40,400 | 8,596 | ||||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 33 | 7 | ||||||
| 2025-08-15 | 13F | 帕鲁斯金融（英国）有限公司 | 3,260 | 694 | ||||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 1,397 | 117.26 | 297 | 158.26 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 6,833 | 37.21 | 1,454 | 62.89 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 5,665,940 | 78.31 | 1,205,485 | 111.59 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 197,936 | 456.34 | 42 | 600.00 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 41,034 | 42.37 | 8,730 | 68.96 | ||||
| 2025-08-15 | 13F | 尼库斯基金融公司 | 1,375 | 4.64 | 292 | 24.26 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 5,791 | 153.77 | 1,232 | 201.22 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 6,376 | 1,356 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 15,919 | 110.88 | 3,387 | 150.33 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | Call | 172,600 | 36,722 | |||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 250,503 | 53,297 | ||||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 5,142 | 1 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 3,148 | 60.45 | 670 | 90.60 | ||||
| 2025-03-27 | NP | 富国银行主信托 - 富国银行大型公司价值投资组合大型公司价值投资组合 | 2,503 | 80.98 | 510 | 126.22 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 189,368 | 64.02 | 40,290 | 94.62 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 4,595 | 14.70 | 978 | 36.07 | ||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 2,267 | 482 | ||||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 6,745 | 26.48 | 1,216 | 11.88 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 436,782 | 19.19 | 92,930 | 41.44 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12,931 | 76.15 | 2,748 | 108.81 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 11,019 | 2,344 | ||||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 3,283 | 698 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 592,668 | 260.40 | 126 | 334.48 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 3,354,556 | 1,416.92 | 634,514 | 1,394.35 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 740,963 | 77.75 | 158 | 112.16 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 38,949 | 64.20 | 7,367 | 54.87 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 1,042 | 222 | ||||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 1,908 | 406 | ||||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 1,754 | 373 | ||||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 103,088 | 0.77 | 18,583 | -10.83 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 38,052 | 61.11 | 8,096 | 91.19 | ||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 17,364 | 47.69 | 3,284 | 39.33 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 143,968 | 787.65 | 30,631 | 953.30 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 13,304 | 300.48 | 2,831 | 375.63 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 10,538 | 119.13 | 2,242 | 160.09 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 12,228 | 40.58 | 2,602 | 66.84 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 2,579 | 549 | ||||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 4,517 | 112.36 | 961 | 152.23 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 1,677 | 2.88 | 357 | 21.92 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 43,506 | 87.27 | 8,229 | 76.63 | ||||
| 2025-08-26 | NP | 贝莱德资本配置信托 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 | 61,942 | 17.70 | 13,179 | 39.66 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 30,552 | 72.60 | 6,500 | 104.85 | ||||
| 2025-07-31 | 13F | GenTrust 有限责任公司 | 5,990 | 0.59 | 1,274 | 19.40 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 3,672 | 74.28 | 781 | 107.16 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 204,334 | 48.82 | 43,474 | 76.60 | ||||
| 2025-08-14 | 13F | 维京全球投资有限责任公司 | 5,671,358 | 23.53 | 1,206,638 | 46.58 | ||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 1,673 | 2.32 | 356 | 21.16 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 897,606 | 335.02 | 190,975 | 416.20 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 1,150 | 245 | ||||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 2,487 | 110.05 | 529 | 149.53 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 1,559 | 332 |
