机构和基金投资人持股 - 买家
在穆迪公司中开设新头寸的主要持有者包括 世代投资管理有限公司, PRWAX - T. Rowe Price 新美国成长基金, Candlestick 资本管理有限责任公司, Ceredex 价值顾问有限责任公司, CLCEX - 多经理大盘成长策略基金机构类, 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF, 交响金融有限公司, RBB 基金公司 - SGI 增强型市场领先者 ETF, SVIIX - Virtus Ceredex 大盘价值股票基金 A 类, 乐天投资管理公司, Glenmede投资管理有限公司, VUSE - Vident 核心美国股票基金, BGATX - Baillie Gifford 全球阿尔法股票基金 2 类, 瑞穗证券美国有限公司, SVYAX - SIIT 美国管理波动性基金 - A 类, 声音观察资本有限责任公司, SummitTX Capital，LP, 艾睿资本有限公司, EIVPX - 参数波动率风险溢价 - 防御性基金机构类别, 和 YOKE——Yoke核心ETF .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 6 | 3 | ||||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134 | 88.73 | 67 | 103.03 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 904 | 50.17 | 453 | 61.79 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 147,125 | 1.29 | 73,796 | 9.10 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 13,369 | 0.75 | 6,706 | 8.51 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 127,120 | 0.01 | 64 | 6.78 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 28,364 | 0.16 | 14,227 | 7.88 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 1,915 | 2.19 | 961 | 10.09 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 27,273 | 1.32 | 12,358 | -8.08 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 782 | 2.89 | 392 | 11.05 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108,236 | 4.50 | 54,290 | 12.56 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 3,840 | 1,926 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 22 | 175.00 | 11 | 266.67 | ||||
| 2025-08-14 | 13F | 量子资本管理有限责任公司/新泽西州 | 85,919 | 27.74 | 43,096 | 37.59 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 30,626 | 5.57 | 15,362 | 13.71 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 4,400 | 109.52 | 2,207 | 125.79 | |||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 870 | 10.13 | 417 | 4.77 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 27 | 3.85 | 14 | 8.33 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 300,870 | 5.94 | 150,913 | 14.10 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 8,018 | 2.70 | 4,022 | 10.62 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 396 | 206 | ||||||
| 2025-08-13 | 13F | 拉塔什投资有限责任公司 | 400 | 201 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 24,324 | 6.24 | 11,659 | 1.04 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 11,387 | 12.83 | 5,561 | 19.42 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 34 | 47.83 | 0 | |||||
| 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 | 9,203 | 4.63 | 4,170 | -5.08 | ||||
| 2025-07-24 | 13F | 莱斯特·默里 Antman dba SimplyRich | 400 | 0 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 7,436 | 11.55 | 3,729 | 20.14 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 984 | 94.08 | 494 | 108.90 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 453 | 227 | ||||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 4,784 | 0.06 | 2,168 | -9.22 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 4,936 | 0.24 | 2,476 | 7.94 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 1,779 | 0.57 | 918 | 20.34 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -61 | -55.80 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 14,846 | 3.78 | 7,447 | 11.79 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 964 | 5.01 | 484 | 13.11 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 915 | 11.45 | 459 | 19.90 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 60,588 | 2.34 | 30,383 | 10.21 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 15,006,997 | 1.29 | 7,527,360 | 9.10 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 965 | 32.92 | 484 | 43.62 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 3,471 | 1,741 | ||||||
| 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 | 343,120 | 0.21 | 155,475 | -9.09 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 2 | 1 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 100 | 50 | |||||
| 2025-06-27 | NP | PWB - Invesco 动态大盘成长 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,027 | 0.11 | 13,153 | -9.18 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 102,126 | 482.64 | 51,225 | 527.60 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 4,155 | 0.05 | 2,084 | 7.81 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,791 | 25.57 | 1,902 | 35.30 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,664 | 3.42 | 1,838 | 11.40 | ||||
| 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 | 3,760 | 0.45 | 1,802 | -4.45 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,341 | 24.63 | 673 | 34.13 | ||||
| 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 | 156 | 9.09 | 71 | -1.41 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 1,924 | 2.72 | 965 | 10.67 | ||||
| 2025-08-14 | 13F | 威克资本合伙人有限责任公司 | 1,510 | 196.08 | 262 | 10.55 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 2,438 | 16.82 | 1,169 | 11.13 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 1,024 | 11.06 | 514 | 19.58 | ||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 11,224 | 5,630 | ||||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 407 | 204 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 43,445 | 7.76 | 19,686 | -2.23 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 3,498 | 70.55 | 1,755 | 83.66 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 195,684 | 17.19 | 88,668 | 6.32 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 957 | 2.57 | 480 | 10.60 | ||||
| 2025-04-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 740 | 105.56 | 373 | 107.82 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 3,345 | 6.97 | 1,678 | 15.25 | ||||
| 2025-08-11 | 13F | 钷顾问有限责任公司 | 2,223 | 15.30 | 1,115 | 24.30 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 5,732 | 32.01 | 2,869 | 42.12 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 959 | 1.05 | 481 | 9.07 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 26,073 | 2.34 | 13,078 | 10.23 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1,351 | 64.56 | 678 | 77.23 | ||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 756 | 343 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 7,809 | 5.36 | 3,743 | 0.21 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 8 | 60.00 | 4 | 100.00 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 50 | 25 | ||||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 412 | 207 | ||||||
| 2025-08-12 | 13F | 阿维索金融公司 | 1,725 | 19.05 | 865 | 28.34 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 533 | 11.74 | 267 | 20.27 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 15,046 | 1.17 | 7,547 | 8.97 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 682 | 40.04 | 0 | |||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 328 | 49.09 | 157 | 42.73 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 6,576 | 219.53 | 3,298 | 244.26 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 93 | 4.49 | 47 | 12.20 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 444 | 2.78 | 223 | 10.45 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 11,072 | 325.36 | 5,554 | 358.17 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 1,097 | 1.95 | 550 | 9.78 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 富达机构 AM 国际成长投资组合 1 级 | 7,259 | 15.06 | 3,289 | 4.41 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 2,240 | 9.00 | 1,124 | 17.47 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 224 | 72.31 | 112 | 86.67 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 480 | 0.63 | 241 | 8.11 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 64,583 | 41.66 | 32,394 | 52.59 | ||||
| 2025-08-11 | 13F | GFI 投资顾问有限公司 | 161,060 | 0.16 | 80,786 | 7.88 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 904 | 50.17 | 453 | 61.79 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 104 | 52 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 5,003 | 11.33 | 2,398 | 5.92 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1 | 1 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 4,854 | 1.65 | 2,435 | 9.49 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 713 | 19.03 | 358 | 28.42 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 64,200 | 20.45 | 32,202 | 29.74 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 410 | 206 | ||||||
| 2025-08-07 | 13F | PFG顾问 | 1,267 | 65.19 | 636 | 77.87 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 4,321 | 1.48 | 2,167 | 9.33 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -3,015 | -28.11 | -1,445 | -31.61 | |||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 4,391,507 | 2.10 | 2,202,736 | 9.97 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 14,527 | 6.80 | 6,963 | 1.59 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 1,854 | 5.04 | 930 | 13.15 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 956 | 480 | ||||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 3,468 | 1.17 | 1,739 | 8.96 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 1,268 | 10.94 | 636 | 19.55 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 24,100 | 91.27 | 12,088 | 106.03 | |||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,333 | 123.47 | 1,204 | 158.37 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 47 | 422.22 | 24 | 475.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 29,400 | 58.92 | 14,747 | 71.17 | |||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 823 | 16.08 | 394 | 10.36 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 531 | 0.19 | 266 | 8.13 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 3,303 | 0.73 | 1,657 | 18.88 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,395 | 198.89 | 2,586 | 184.38 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 4 | 2 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 5 | 66.67 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 10,859 | 170.33 | 5,447 | 191.28 | ||||
| 2025-08-26 | NP | SVIIX - Virtus Ceredex 大盘价值股票基金 A 类 | 15,183 | 7,616 | ||||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,981 | 7.05 | 3,000 | 15.34 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 5,766 | 2,892 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 600,382 | 13.81 | 300,129 | 22.59 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 1,100 | 546 | |||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 287,670 | 1.76 | 144,292 | 9.61 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 2,973 | 3.81 | 1,491 | 11.85 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 80 | 63.27 | 40 | 81.82 | ||||
| 2025-08-14 | 13F | 艾睿资本有限公司 | 5,000 | 3,828 | ||||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 479 | 240 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 10 | 5 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 61 | 190.48 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 23,280 | 3.32 | 11,758 | 12.05 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 1,614 | 810 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 304 | 117.14 | 138 | 98.55 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 604,010 | 19.59 | 298,502 | 28.83 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 8,545 | 3.60 | 4,286 | 9.78 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 4,980 | 29.72 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 11,900 | 6 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 9,115 | 5.98 | 4,704 | 22.35 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 8,439 | 42.45 | 4,118 | 50.68 | ||||
| 2025-08-14 | 13F | 长荣优质基金有限公司 | 617,400 | 24.68 | 309,682 | 34.29 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 51,447 | 1.37 | 25,805 | 9.19 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 21 | 11 | ||||||
| 2025-08-25 | NP | CWS - AdvisorShares 重点股票 ETF | 15,120 | 2.47 | 7,584 | 10.38 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 60,252 | 0.89 | 30,222 | 8.67 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 1,792 | 899 | ||||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,005 | 0.40 | 508 | 8.32 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,818 | 20.38 | 9,978 | 14.51 | ||||
| 2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 1,430 | 23.81 | 685 | 17.70 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 239 | 285.48 | 120 | 325.00 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 570 | 0.88 | 286 | 8.37 | ||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 12,425 | 61.99 | 6,232 | 74.52 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 419 | 209 | ||||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 86,950 | 1.53 | 43,613 | 9.36 | ||||
| 2025-07-30 | 13F | 特里卡迪亚资本管理有限公司 | 2,000 | 1,003 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 3,861 | 18.15 | 1,937 | 25.23 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 2,892 | 83.04 | 1,445 | 94.48 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 1,298 | 23.15 | 651 | 32.59 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 537 | 269 | ||||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 6,349 | 88.45 | 2,877 | 70.99 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 12,960 | 1.76 | 6,035 | 0.12 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 14,775 | 6.59 | 7,411 | 14.81 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 14 | 75.00 | 7 | 133.33 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 23,691 | 2.56 | 11,883 | 10.48 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 2,592 | 13.98 | 1,298 | 22.68 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,192 | 107.68 | 1,601 | 123.78 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 438 | 226 | ||||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,600 | 17.88 | 16,131 | 6.95 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 2,993 | 17.33 | 1,501 | 24.36 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 183,363 | 9.49 | 91,973 | 17.94 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 403 | 202 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,352 | 3.68 | 678 | 11.70 | ||||
| 2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 1,394 | 8.48 | 699 | 16.89 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 142 | 184.00 | 71 | 208.70 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 705,996 | 12.82 | 354,121 | 21.52 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 61,237 | 4.76 | 30,716 | 12.84 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 3,526 | 1,769 | ||||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 517 | 1,336.11 | 248 | 1,272.22 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 76,771 | 2.03 | 38,507 | 9.90 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 957 | 136.88 | 434 | 115.42 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 23,196 | 1.10 | 11,635 | 8.89 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 434 | 217 | ||||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,306 | 3.21 | 4,217 | -6.37 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 6,053 | 3,723 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 2,882 | 1,446 | ||||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 9,942 | 0.54 | 4,995 | 8.49 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 33 | 17 | ||||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 1,661 | 48.17 | 833 | 59.58 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 38,625 | 2,069.94 | 18,894 | 2,201.34 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 3,108 | 1,559 | ||||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 571 | 287 | ||||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 11,155 | 7.12 | 5,347 | 1.87 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 11,188 | 4.03 | 5,363 | -1.05 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 877 | 440 | ||||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 578 | 0.17 | 290 | 7.84 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 36,842 | 8.57 | 18,483 | 16.95 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 1,793 | 15.31 | 899 | 24.17 | ||||
| 2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,400 | 3.03 | 9,244 | -6.52 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 2,753 | 0.88 | 1,381 | 9.26 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 7,051 | 0.90 | 3,537 | 8.70 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 484,108 | 8.19 | 242,824 | 16.53 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 443 | 11.31 | 222 | 20.00 | ||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 625 | 3.31 | 313 | 11.39 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 11 | 37.50 | 5 | 66.67 | ||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,311 | 320.51 | 2,546 | 576.86 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,050,181 | 2.17 | 526,760 | 10.05 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 71,855 | 3.45 | 36,042 | 11.42 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 23,127 | 11,600 | ||||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 10,527 | 5.88 | 5,258 | 15.84 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 11 | 57.14 | 6 | 66.67 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 27,290 | 12.25 | 13,688 | 20.91 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 56 | 28 | ||||||
| 2025-08-11 | 13F | 沃杜州银行 | 12,096 | 35.33 | 6 | 50.00 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 243 | 122 | ||||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 1,900 | 7.34 | 953 | 15.66 | ||||
| 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 | 19,942 | 5,378.57 | 9,036 | 5,409.76 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 235,237 | 79.34 | 117,987 | 93.15 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 39,449 | 351.88 | 19,787 | 386.77 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 7,482 | 7.76 | 3,753 | 16.05 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 154,878 | 1.24 | 77,685 | 9.05 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 41,369 | 12.57 | 20,758 | 21.36 | ||||
| 2025-06-24 | NP | FCGPX - MainStay PineStone 全球股票基金 P 级 | 4,630 | 63.03 | 2,098 | 47.88 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 329 | 20.07 | 158 | 13.77 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,525 | 24.78 | 4,769 | 13.22 | ||||
| 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 | 22,422 | 17.60 | 10,747 | 11.85 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 33,927 | 0.27 | 17,017 | 8.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 24,853 | 4.12 | 12 | 9.09 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 256 | 0.79 | 128 | 8.47 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 832 | 19.37 | 377 | 8.05 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 6,082 | 0.25 | 3,051 | 7.96 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 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 | 7,610 | 10.55 | 3,817 | 19.10 | ||||
| 2025-07-16 | 13F | 石松资产管理公司 | 2,311,020 | 10.29 | 1,159,185 | 18.79 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 21,473 | 3.92 | 10,771 | 11.92 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,187 | 142.19 | 1,097 | 160.95 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 34,320 | 0.27 | 16,450 | -4.62 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 6,329 | 2.51 | 2,868 | -7.01 | ||||
| 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 | 70,731 | 0.67 | 32,050 | -8.67 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 778 | 390 | ||||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 78 | 4.00 | 39 | 14.71 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 237 | 0.85 | 119 | 8.26 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 3,288 | 3.23 | 1,649 | 11.19 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 6,046 | 731.64 | 3,033 | 797.04 | ||||
| 2025-07-29 | NP | MRFOX - 马什菲尔德集中机会基金 | 92,669 | 13.87 | 44,418 | 8.31 | ||||
| 2025-08-27 | NP | LQPE - PEO AlphaQuest(TM) 主题 PE ETF | 59 | 30 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 846 | 4.70 | 424 | 12.77 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 3,288 | 1,649 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 3,888,788 | 1.82 | 1,943,418 | 9.55 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -23 | -12 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,009 | 0.10 | 506 | 7.89 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 140,213 | 6.33 | 63,533 | -3.53 | ||||
| 2025-07-11 | 13F | 沃尔特公共投资公司 | 46,610 | 5.41 | 23,379 | 13.53 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 3,429 | 1,720 | ||||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 46 | 15.00 | 23 | 22.22 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -8,723 | -3.76 | -4,375 | 3.65 | |||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 26,396 | 0.11 | 13,240 | 7.83 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 2,730 | 689.02 | 1,369 | 695.93 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 21,302 | 10,685 | ||||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,041 | 3.38 | 1 | |||||
| 2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | 82,201 | 41,231 | ||||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 16,300 | 8,176 | |||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 118,459 | 2.20 | 59,418 | 10.08 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 6,845 | 3,281 | ||||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 997 | 14.99 | 500 | 24.07 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 87,531 | 0.53 | 43,905 | 8.28 | ||||
| 2025-08-07 | 13F | 第1620章 | 17 | 466.67 | 9 | 800.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 370 | 1.09 | 186 | 8.82 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 459 | 6.25 | 220 | 1.38 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 175,522 | 4.67 | 88 | 12.82 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 416 | 209 | ||||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 1,386 | 2.97 | 628 | -6.55 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 5,183 | 3.02 | 2,600 | 10.97 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 245 | 123 | ||||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 49,106 | 0.49 | 24,631 | 8.24 | ||||
| 2025-08-12 | 13F | 蓝草资本合伙公司 | 36,000 | 24.14 | 18,057 | 33.71 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 40 | 207.69 | 20 | 233.33 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 56 | 1.82 | 28 | 12.00 | ||||
| 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 | 38,236 | 0.82 | 17,325 | -8.53 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 44,706 | 0.22 | 22,424 | 7.95 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 14,553 | 2.97 | 7,300 | 10.91 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 440 | 226 | ||||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 729 | 366 | ||||||
| 2025-08-13 | 13F | 法国集团 | 929 | 3.68 | 464 | 10.24 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 922 | 0.11 | 462 | 7.94 | ||||
| 2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 405 | 203 | ||||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 21,066 | 10,097 | ||||||
| 2025-08-06 | 13F | 聪明货币集团有限责任公司 | 2,252 | 12.26 | 1,130 | 21.01 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 70,736 | 1.80 | 35,480 | 9.65 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 8,654 | 7.18 | 4,341 | 15.46 | ||||
| 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 | 4,827 | 10.28 | 2,314 | 4.90 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 143 | 33.64 | 67 | 32.00 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 737 | 1.38 | 370 | 9.17 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 23 | 12 | ||||||
| 2025-08-08 | 13F | 咨询资源组 | 400 | 201 | ||||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -1,255 | -629 | |||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 3,759 | 3.13 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 684 | 14.96 | 343 | 24.28 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 410 | 1,181.25 | 186 | 1,133.33 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 2,164 | 16.53 | 1,093 | 26.39 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 162,104 | 2.08 | 81,310 | 9.95 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 3,825 | 5.17 | 1,919 | 13.29 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 23,586 | 8.99 | 11,831 | 17.40 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,390 | 2.14 | 1,233 | 16.23 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 536 | 6.77 | 269 | 15.02 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 960 | 4.69 | 482 | 12.65 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 27,800 | 175.25 | 13,944 | 196.49 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 5,522 | 0.60 | 2,770 | 8.33 | ||||
| 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 | 4,751 | 16.96 | 2,277 | 11.24 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 2,696 | 202.24 | 1,346 | 232.35 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 837,471 | 1.11 | 420,067 | 8.90 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 409 | 205 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 7,556 | 2.26 | 3,790 | 10.17 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 847 | 0.24 | 425 | 7.89 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 375,561 | 0.54 | 188,378 | 8.29 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 1 | 1 | ||||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 199 | 100 | ||||||
| 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 | 10,755 | 12.15 | 4,873 | 1.75 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 7,083 | 2.03 | 3,553 | 9.90 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 147,600 | 43.85 | 63,070 | 42.58 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 272,896 | 25.74 | 136,882 | 35.43 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 20,333 | 0.40 | 10,199 | 8.14 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 411 | 2.24 | 206 | 10.16 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 10,274 | 2.62 | 5,153 | 9.80 | ||||
| 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 | 318,181 | 4.52 | 144,174 | -5.17 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 19,441 | 185.86 | 10 | 200.00 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 72,486 | 4.71 | 36,358 | 12.78 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 11,684 | 7.30 | 5,861 | 15.56 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 94 | 47 | ||||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 5,739 | 11.37 | 2,600 | 1.05 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 3,553 | 9.12 | 1,782 | 17.55 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 700 | 351 | |||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 2,462 | 5.17 | 1,235 | 13.21 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 10,712 | 0.15 | 5,373 | 7.87 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 1 | 1 | ||||||
| 2025-07-30 | NP | FILFX - 战略顾问国际基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,054 | 5.31 | 1,464 | 0.14 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 18,238 | 6.43 | 9,148 | 14.62 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,119 | 19.25 | 1,063 | 28.54 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 120 | 12.15 | 60 | 22.45 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 1,784 | 895 | ||||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 233 | 86.40 | 117 | 100.00 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 53,738 | 1.58 | 26,954 | 9.41 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 2,885 | 17.66 | 1,447 | 26.73 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 2 | 1 | ||||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 203 | 95.19 | 102 | 110.42 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,249 | 2.55 | 627 | 10.41 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 1,583 | 2.99 | 794 | 11.05 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 3,931 | 4.08 | 1,781 | -5.57 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,753 | 188.80 | 879 | 211.70 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 342 | 7.89 | 172 | 16.33 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 980 | 1.14 | 491 | 8.87 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 1,051 | 0.10 | 537 | 14.29 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 422 | 212 | ||||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,367 | 12.23 | 686 | 20.81 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 997 | 14.99 | 500 | 24.07 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 100 | 1.01 | 50 | 8.70 | ||||
| 2025-08-08 | 13F | 安联保险 | 10,090 | 17.46 | 5,061 | 26.53 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 436 | 990.00 | 219 | 1,111.11 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 2,299 | 75.10 | 1,102 | 66.57 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 7 | 4 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 72,615 | 0.39 | 36 | 9.09 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 900 | 451 | |||||
| 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 | 54,232 | 17.81 | 27,202 | 26.90 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 5,547 | 2.74 | 2,782 | 10.66 | ||||
| 2025-06-26 | NP | FAPCX - 富达国际资本增值K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,511 | 7.79 | 21,528 | -2.21 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 7,031 | 2.93 | 3,543 | 3.75 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 504 | 1.00 | 253 | 8.62 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 395 | 77.13 | 198 | 92.23 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 620 | 0.16 | 311 | 7.64 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 174 | 19.18 | 87 | 29.85 | ||||
| 2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 27,500 | 1.10 | 13,794 | 8.90 | ||||
| 2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 13,536 | 48.73 | 6,790 | 60.19 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 4,034 | 2,023 | ||||||
| 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 | 18,822 | 5.54 | 9,022 | 0.38 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 6,987 | 1.11 | 3,505 | 8.92 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 904 | 0.11 | 453 | 7.86 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 5,377 | 46.83 | 2,697 | 58.18 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 13,132 | 2.46 | 6,294 | -2.54 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 53,574 | 24.25 | 26,872 | 33.83 | ||||
| 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 | 78 | 6.85 | 35 | -2.78 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 687 | 114.02 | 345 | 130.87 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,597 | 2.85 | 6,820 | 10.79 | ||||
| 2025-08-14 | 13F | 德肖公司 | 37,837 | 76.45 | 18,979 | 90.07 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 10 | 5 | ||||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 13,500 | 26.17 | 6,771 | 35.91 | |||
| 2025-07-24 | 13F | 资本顾问有限公司 | 1,004 | 0.10 | 1 | |||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 4,918,286 | 1.75 | 2,466,963 | 9.59 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 3,397 | 13.42 | 2 | 0.00 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 666 | 4.06 | 302 | -5.64 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 12,563 | 5.17 | 6,301 | 13.29 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,600 | 11.30 | 12,053 | 0.97 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 4,515 | 19.32 | 2,264 | 28.49 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 28,789 | 2.12 | 13,799 | -2.86 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 2,210 | 25.28 | 1,109 | 34.96 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 6,672 | 5.94 | 3,198 | 0.79 | ||||
| 2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 1,227 | 0.25 | 632 | 10.88 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 120 | 12.15 | 60 | 22.45 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 659 | 50.11 | 331 | 61.76 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 126,100 | 130.53 | 63,250 | 148.30 | |||
| 2025-08-06 | 13F | 泰坦全球资本管理美国有限公司 | 11,545 | 9.14 | 5,791 | 17.56 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 30,782 | 118.42 | 15,440 | 135.28 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,372 | 19.00 | 4,013 | 13.17 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 762 | 3.11 | 379 | 29.01 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 2,078 | 16.41 | 942 | 5.61 | ||||
| 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 | 80,510 | 2.07 | 40,383 | 9.94 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 486 | 2.75 | 244 | 10.45 | ||||
| 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 | 28,087 | 2.00 | 14,088 | 9.87 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 768 | 6.67 | 385 | 14.93 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 6 | 3 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 403 | 202 | ||||||
| 2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 18,918 | 0.83 | 9,388 | 8.52 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,011 | 82.27 | 7,674 | 73.38 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 53,080 | 6.37 | 25,898 | 12.70 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 6,111 | 673.54 | 3,065 | 735.15 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 4,609 | 2,659.88 | 2,312 | 2,901.30 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 514 | 258 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 4 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 7,673 | 23.12 | 3,849 | 32.60 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 4,497 | 2,038 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 13,636 | 0.76 | 6,840 | 8.52 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 4,605 | 16.73 | 2,207 | 11.02 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 1,841 | 5.56 | 924 | 13.67 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 15,326 | 26.21 | 7,687 | 35.96 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 490 | 105.88 | 222 | 88.14 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 26 | 18.18 | 13 | 30.00 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 50.00 | 2 | |||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 18,442 | 5.35 | 8,356 | -4.43 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 3,126 | 89.34 | 1,568 | 104.04 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 861 | 0.12 | 432 | 7.75 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 10,600 | 19.10 | 5,317 | 28.28 | |||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -38 | -19 | |||||
| 2025-07-10 | 13F | Threadgill 金融有限公司 | 19,440 | 90.63 | 9,751 | 105.33 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 7,256 | 0.54 | 3,639 | 8.30 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 400,443 | 15.11 | 181,449 | 4.44 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 855 | 1.18 | 427 | 11.49 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 141,192 | 10.37 | 70,821 | 18.88 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 2,380 | 72.84 | 1,194 | 86.12 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,022 | 99.36 | 9,072 | 80.90 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 19,700 | 369.05 | 10 | 800.00 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 19,200 | 65.52 | 10 | 80.00 | |||
| 2025-07-09 | 13F | 捷克国家银行 | 37,817 | 6.36 | 18,969 | 14.56 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 696 | 20.83 | 0 | |||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 57,443 | 8.08 | 26,029 | -1.95 | ||||
| 2025-08-14 | 13F | TCI基金管理有限公司 | 13,246,979 | 0.64 | 6,644,552 | 8.40 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,440 | 41.53 | 1,224 | 52.49 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 5,667 | 0.02 | 2,843 | 7.73 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 256 | 6.22 | 128 | 14.29 | ||||
| 2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 2,005 | 24.53 | 909 | 12.94 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 6,826 | 0.01 | 3,424 | 7.71 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,367 | 7.59 | 1,135 | 2.35 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 5,513 | 2.47 | 2,567 | 0.82 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 437 | 219 | ||||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 18,238 | 441.67 | 8,264 | 391.61 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 717 | 0.56 | 360 | 8.13 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 6,156 | 266.21 | 3,088 | 294.76 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 15,701 | 2.07 | 7,875 | 9.94 | ||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 2,633 | 71.31 | 1,193 | 55.54 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长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 | 45,157 | 15.55 | 20,462 | 4.84 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 1,459 | 1.46 | 732 | 9.27 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 109,449 | 0.37 | 54 | 10.20 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,732 | 223.97 | 6,397 | 250.71 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 481 | 1.48 | 224 | -0.45 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 4,075 | 5.16 | 2,044 | 13.25 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 5 | 3 | ||||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 873 | 8.18 | 438 | 16.53 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 2,987 | 2.05 | 1,498 | 9.90 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,604 | 5.42 | 8,430 | -4.36 | ||||
| 2025-08-14 | 13F | 采石场LP | 183 | 315.91 | 92 | 355.00 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 4,431 | 2,223 | ||||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 695 | 6.43 | 349 | 14.47 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,089 | 546 | ||||||
| 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 | 213,721 | 11.78 | 107,200 | 20.39 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187,603 | 8.32 | 85,007 | -1.72 | ||||
| 2025-08-12 | 13F | 马斯科资本管理有限公司 | 38,622 | 109.69 | 19,372 | 125.86 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 3,038 | 0.10 | 1,524 | 7.78 | ||||
| 2025-07-18 | 13F | 喀里多尼亚投资有限公司 | 118,800 | 12.02 | 59,550 | 20.54 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,169 | 586 | ||||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 1,582 | 794 | ||||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 2,172 | 86.60 | 1,090 | 100.92 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,980 | 87.86 | 993 | 102.65 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 92,951 | 1.07 | 44,553 | -3.87 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 204 | 110.31 | 102 | 126.67 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 486 | 38.86 | 220 | 26.44 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 9,290 | 265.60 | 4,660 | 293.83 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 2,922 | 69.79 | 1,466 | 82.90 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 54 | 42.11 | 27 | 58.82 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 55,380 | 0.21 | 27,778 | 7.93 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 1,381 | 2.75 | 693 | 10.72 | ||||
| 2025-07-09 | 13F | 西北及道德投资有限公司 | 400 | 157 | ||||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 172 | 104.76 | 78 | 87.80 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 243,407 | 0.38 | 122,090 | 8.11 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 2,170 | 101.11 | 1,061 | 113.48 | ||||
| 2025-08-13 | 13F | 第1832章 | 90,953 | 53.36 | 45,621 | 65.19 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 4,494 | 259.23 | 2,254 | 287.29 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 32,079 | 39.77 | 16,091 | 50.54 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 25,055 | 1.08 | 12,567 | 8.84 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 706 | 2.92 | 329 | 1.23 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 119,255 | 32.69 | 60 | 43.90 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 946,811 | 2.61 | 474,911 | 10.52 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 13,600 | 29.52 | 6,822 | 39.52 | |||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,727 | 866 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 5,700 | 3.64 | 2,859 | 11.64 | |||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 4,120 | 16.02 | 1,975 | 10.34 | ||||
| 2025-08-14 | 13F | 安盛公司 | 43,286 | 43.81 | 21,712 | 54.89 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 309 | 20.23 | 155 | 29.41 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 9 | 12.50 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 76,276 | 0.64 | 38,258 | 8.42 | ||||
| 2025-08-14 | 13F | 兰辛管理有限公司 | 18,135 | 71.08 | 9,096 | 84.28 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 10,604 | 2.87 | 4,805 | -6.68 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,585 | 0.70 | 795 | 8.31 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,253 | 138.67 | 628 | 157.38 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 7,645 | 84.08 | 3,835 | 98.24 | ||||
| 2025-08-14 | 13F | 阿尔塔洛克合伙公司 | 952,254 | 0.14 | 477,641 | 7.86 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 62,032 | 49.18 | 31,115 | 60.69 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 437 | 219 | ||||||
| 2025-08-27 | NP | MGRIX - Marsico 成长基金 | 38,622 | 109.69 | 19,372 | 125.86 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 639 | 1.59 | 321 | 9.59 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 6,666 | 2.07 | 3,104 | 0.42 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 45,953 | 31.49 | 22,426 | 39.09 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 811 | 26.92 | 407 | 36.70 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 23,371 | 2.79 | 11,702 | 10.52 | ||||
| 2025-08-11 | 13F | 花旗集团 | 247,690 | 44.67 | 124,239 | 55.83 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 153 | 77 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 160 | 40.35 | 80 | 50.94 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 2,700 | 12.50 | 1,354 | 21.22 | |||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 14,592 | 4.32 | 7,319 | 12.36 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 47,310 | 2.09 | 23,730 | 9.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 12,024 | 17.58 | 6,031 | 26.65 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 50 | 25 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,112 | 3.44 | 558 | 11.40 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,400 | 32.08 | 671 | 25.66 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 2,125 | 1,090 | ||||||
| 2025-08-14 | 13F | 联信银行 | 49,534 | 1.94 | 24,846 | 9.79 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 54 | 14.89 | 24 | 4.35 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 1,159 | 1.22 | 581 | 9.01 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 3,132 | 1.20 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 39 | 39.29 | 20 | 46.15 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 181,311 | 2.46 | 90,944 | 10.36 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 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 | 278 | 4.91 | 133 | 0.00 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 11,102 | 16.90 | 6 | 25.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 3,573 | 4.87 | 1,792 | 12.93 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 47 | 24 | ||||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 15,452 | 18.02 | 7,406 | 12.25 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 50,036 | 0.18 | 25,098 | 7.90 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 10,349 | 12.72 | 5,184 | 21.18 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 2,646 | 5.88 | 1,327 | 14.10 | ||||
| 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 | 6 | 20.00 | 3 | 0.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 10,662 | 5.71 | 5,111 | 0.55 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 959 | 29.59 | 481 | 39.53 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 1 | 1 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 2,303 | 7.22 | 1,104 | 1.94 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 63,467 | 1.87 | 31,834 | 9.72 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 5,474 | 4.43 | 2,746 | 12.45 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -4,078 | -23.83 | -1,955 | -27.58 | |||
| 2025-06-26 | NP | FigX - 富达系列国际成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 730,459 | 6.19 | 330,986 | -3.66 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 411 | 0 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 3,221 | 6.02 | 1,616 | 14.21 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 6,604 | 10.79 | 3,395 | 22.34 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 7,555 | 0.85 | 3,790 | 8.63 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 6,484 | 31.39 | 3,252 | 41.51 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 2,317 | 14.14 | 1,050 | 3.55 | ||||
| 2025-08-13 | 13F | 马克纳资本管理有限公司 | 57,185 | 19.97 | 28,683 | 29.22 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 1,167 | 585 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 101 | 6.32 | 48 | 2.13 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 308 | 9.61 | 154 | 18.46 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 10,694 | 5,364 | ||||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,400 | 67,414 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 14,378 | 6,634 | ||||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 2,574,948 | 1.38 | 1,291,568 | 9.20 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 11,516 | 5,776 | ||||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 1,094 | 1.02 | 549 | 8.73 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 9,283 | 3.77 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 128 | 64 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 724,130 | 2,243.46 | 363,219 | 2,423.92 | ||||
| 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 | 77,681 | 0.82 | 38,964 | 8.60 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 6,801 | 0.01 | 3,411 | 7.74 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 937 | 10.76 | 474 | 30.66 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,538 | 2.65 | 2,056 | -6.88 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 81,401 | 107.58 | 41 | 122.22 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 525 | 8.92 | 263 | 17.41 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 70,012 | 2.20 | 35,117 | 10.08 | ||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 339 | 13.38 | 170 | 22.30 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 2,042 | 26.83 | 1,024 | 36.72 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 699 | 2.34 | 351 | 10.06 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 454 | 228 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 386 | 2,473.33 | 185 | 2,542.86 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 230 | 369.39 | 104 | 333.33 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 1,838 | 2.97 | 922 | 10.83 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,766 | 12.34 | 886 | 20.90 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 2,538 | 0.24 | 1,273 | 7.97 | ||||
| 2025-07-30 | 13F | 斯特林投资管理公司 | 9,157 | 27.23 | 4,593 | 37.06 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 102 | 12.09 | 51 | 21.43 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 174 | 87 | ||||||
| 2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -808 | -405 | |||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 3,029 | 419.55 | 1,519 | 460.52 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 15,400 | 73.40 | 7,724 | 86.80 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 1,768 | 887 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 20,207 | 1.77 | 10,136 | 9.61 | ||||
| 2025-08-01 | 13F | 光电力有限公司 | 53,040 | 0.65 | 27 | 8.33 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 23,428 | 7.23 | 11,751 | 15.50 | ||||
| 2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,300 | 2,157 | ||||||
| 2025-08-07 | 13F | 世代投资管理有限公司 | 271,074 | 135,968 | ||||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 998 | 1.22 | 501 | 8.93 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 53,773 | 0.23 | 26,972 | 7.95 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 6 | 50.00 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 9,147 | 117.58 | 4,588 | 134.44 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 18,644 | 8,448 | ||||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 3,907 | 1,960 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,059,167 | 4.04 | 531,267 | 12.06 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 19,768 | 3.77 | 9,915 | 11.77 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 756 | 4.42 | 343 | -5.26 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,866,893 | 13.04 | 936,415 | 21.76 | ||||
| 2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 2,783 | 1,396 | ||||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 6,850 | 19.30 | 3,436 | 28.51 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 61,967 | 333.37 | 31,082 | 366.84 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 904 | 0.67 | 433 | -4.20 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 126 | 0.80 | 63 | 8.62 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 400 | 201 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 62,484 | 0.91 | 31,342 | 8.69 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 3,801 | 8.11 | 1,907 | 16.43 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 32,311 | 1.58 | 16,207 | 9.40 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 10,822 | 1.75 | 4,904 | -7.70 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 655 | 5.99 | 329 | 14.29 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 486 | 244 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 5,427 | 7.96 | 2,601 | 2.68 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 11,214 | 53.74 | 5,222 | 51.27 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,088 | 3.62 | 563 | 22.39 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 13,649 | 12.80 | 6,847 | 21.49 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 651 | 3.99 | 327 | 12.03 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 138 | 17.95 | 0 | |||||
| 2025-08-13 | 13F | 阿科资本有限责任公司 | 827,554 | 0.10 | 415 | 7.79 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 76,045 | 12.25 | 38,143 | 20.90 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 4,980 | 33.33 | 2,498 | 43.59 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 16,980 | 46.77 | 8,517 | 58.08 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 13,813 | 6,928 | ||||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 620 | 29.98 | 310 | 39.19 | ||||
| 2025-04-29 | NP | TMFC - Motley Fool 100 指数 ETF | 9,106 | 16.18 | 4,589 | 17.10 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 23,150 | 35.09 | 11,612 | 45.50 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 1,788 | 81.16 | 897 | 95.21 | ||||
| 2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 288 | 747.06 | 134 | 737.50 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 53,951 | 6.50 | 27,061 | 14.71 | ||||
| 2025-08-06 | 13F | 罗斯柴尔德公司英国财富管理有限公司 | 1,101,804 | 1.40 | 552,654 | 9.22 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 1,994 | 1.53 | 1,000 | 9.41 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 947 | 9.48 | 429 | -0.69 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 46,543 | 7.63 | 23 | 15.00 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,785 | 13.98 | 809 | 3.32 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 402 | 202 | ||||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 195,435 | 5.99 | 93,676 | 0.81 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 149 | 21.14 | 75 | 29.82 | ||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 804 | 1.13 | 403 | 8.92 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 2 | 1 | ||||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 952 | 478 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 681 | 5.09 | 342 | 13.29 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,006 | 30.14 | 468 | 28.22 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 25 | 4.17 | 13 | 9.09 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 12,914 | 16.89 | 6,478 | 25.91 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 2,410 | 136.27 | 1,209 | 154.32 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 2,618 | 111.64 | 1,313 | 127.95 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 3,429 | 25.15 | 1,720 | 34.82 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 517 | 33.59 | 259 | 43.89 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 64,493 | 32,349 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 209,870 | 11.28 | 105,269 | 19.86 | ||||
| 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 | 3,258 | 1.97 | 1,476 | -7.46 | ||||
| 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 | 155,240 | 2.09 | 74,410 | -2.90 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 110 | 86.44 | 55 | 103.70 | ||||
| 2025-07-30 | NP | FUSIX - 富达国际基金战略顾问 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,541 | 8.29 | 32,374 | 3.00 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,235 | 14.78 | 1 | |||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 3,126 | 89.34 | 1,568 | 104.04 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 4,600 | 100.00 | 2 | 100.00 | |||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 3,756 | 8.21 | 1,937 | 19.86 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 3,054 | 33.95 | 1,532 | 44.30 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 416 | 209 | ||||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 685,973 | 85.51 | 344 | 100.00 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 86,649 | 8.15 | 43,462 | 16.49 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 888 | 7.25 | 402 | -2.66 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 66 | 50.00 | 33 | 65.00 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 68,644 | 2.63 | 34,431 | 10.54 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 21,744 | 10.76 | 10,422 | 5.35 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 57,217 | 1.43 | 28,699 | 9.25 | ||||
| 2025-08-26 | NP | RBB 基金公司 - SGI 增强型市场领先者 ETF | 17,126 | 8,590 | ||||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 1,989 | 998 | ||||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 939 | 39.11 | 471 | 49.68 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 9,500 | 4,636 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 4,900 | 2,391 | |||||
| 2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 185,439 | 2.65 | 93,014 | 10.57 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 50,626 | 1.83 | 24,266 | -3.15 | ||||
| 2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 11,897 | 5,702 | ||||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 143 | 0.70 | 71 | 7.58 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 12 | 100.00 | 6 | 200.00 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 257 | 0.00 | ||||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 2,593 | 49.97 | 1,301 | 61.49 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 147 | 17.60 | 67 | 6.45 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 917 | 0.99 | 460 | 8.77 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 352 | 2.62 | 177 | 10.69 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 23 | 12 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 1,961 | 957 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 644 | 0.62 | 323 | 8.39 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 1,032 | 0.29 | 518 | 7.93 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 654,879 | 3.17 | 328 | 11.19 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 8,990 | 7.92 | 4,309 | 2.67 | ||||
| 2025-05-27 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 103 | 48 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 36 | 5.88 | 17 | 0.00 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 246 | 10.81 | 124 | 11.82 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 1,107 | 1.19 | 555 | 9.04 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 59 | 28 | ||||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 56,159 | 28,169 | ||||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 252,048 | 11.33 | 126,425 | 19.92 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 235 | 113 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 10,850 | 4.33 | 5,442 | 12.37 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 3,540 | 1,776 | ||||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 1,463 | 734 | ||||||
| 2025-07-24 | 13F | 巴斯金金融服务公司 | 106,706 | 0.17 | 54 | 8.16 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 865 | 7.32 | 434 | 15.47 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 9,072 | 4,550 | ||||||
| 2025-08-19 | 13F | 怀俄明州 | 131 | 66 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -34 | -17 | |||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 1,468 | 6.22 | 736 | 14.46 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 3,419 | 4.17 | 1,715 | 12.17 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 81,031 | 8.56 | 36,717 | -1.51 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 81,043 | 40,650 | ||||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 1,293 | 6.33 | 620 | 1.14 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 1,642 | 823 | ||||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 488 | 245 | ||||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 11,963 | 1.48 | 6,000 | 9.31 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 221 | 47.33 | 94 | 46.88 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 400 | 201 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 108,614 | 190.50 | 53,704 | 213.62 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 5,042 | 0.80 | 2,529 | 8.59 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 3,784 | 30.35 | 1,932 | 42.93 | ||||
| 2025-07-17 | 13F | 皇冠橡树顾问有限责任公司 | 16,673 | 1.24 | 8,363 | 9.06 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 5,502 | 6.18 | 2,755 | 14.13 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 2,500 | 19.05 | 1,254 | 28.25 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 713 | 41.19 | 358 | 51.91 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 6,733 | 4.73 | 3,377 | 12.83 | ||||
| 2025-06-26 | NP | FigFX - 富达国际成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 329,900 | 7.21 | 149,484 | -2.73 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 1,549 | 0.13 | 776 | 7.33 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 9,944 | 40.95 | 4,988 | 51.81 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 11,813 | 3.49 | 5,925 | 11.48 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 721,964 | 2.32 | 362,130 | 10.21 | ||||
| 2025-08-14 | 13F | 方波资本有限责任公司 | 27,669 | 14.55 | 13,878 | 23.38 | ||||
| 2025-08-14 | 13F | 马什菲尔德联合公司 | 516,014 | 0.41 | 258,827 | 8.15 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 5,069 | 3.62 | 2,430 | -1.46 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 519 | 260 | ||||||
| 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 | 503 | 20.62 | 252 | 29.90 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 3,484 | 7.40 | 1,747 | 15.70 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 457 | 1.78 | 229 | 9.57 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 104,827 | 17.29 | 50,246 | 11.56 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 1,244 | 3.24 | 624 | 11.05 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 68,555 | 1.24 | 34,387 | 9.04 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 70 | 48.94 | 32 | 34.78 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 14,100 | 74.07 | 7,072 | 87.49 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 4,878 | 34.38 | 2,447 | 44.73 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 20 | 185.71 | 10 | 233.33 | ||||
| 2025-08-13 | 13F | Bls Capital Fondsmaeglerselskab A/s | 377,636 | 23.48 | 189,418 | 33.00 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 11,800 | 0.25 | 5,919 | 7.97 | ||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 559,410 | 71.09 | 268,136 | 62.74 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 429 | 215 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 1,547 | 16.49 | 776 | 25.40 | ||||
| 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 | 18,977 | 6.70 | 9,096 | 1.50 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -6,071 | -27.78 | -2,751 | -34.49 | |||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 36 | 16 | ||||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 912 | 458 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 58,936 | 0.73 | 29,562 | 8.50 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 666 | 9.90 | 302 | -0.33 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 23,490 | 11,782 | ||||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 5,070 | 2.63 | 2,543 | 8.77 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 22,062 | 0.09 | 11 | 10.00 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 934 | 3.66 | 448 | -1.54 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,032 | 17.14 | 468 | 6.14 | ||||
| 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 | 3,440 | 5.10 | 1,725 | 13.19 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 516 | 0 | ||||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 9,645 | 104.95 | 4,370 | 85.96 | ||||
| 2025-04-28 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 569 | 111.52 | 287 | 113.43 | ||||
| 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 | 1,952,958 | 0.06 | 936,092 | -4.82 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 12,187 | 1.28 | 6 | 20.00 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 10,972 | 0.35 | 5,259 | -4.56 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 10,602 | 10.61 | 5,318 | 19.14 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 16,736 | 27.87 | 8,395 | 37.74 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 16,163 | 46.79 | 7,324 | 33.17 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 650 | 53.30 | 295 | 39.34 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 49 | 58.06 | 25 | 71.43 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 521 | 0 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 107 | 33.75 | 54 | 43.24 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 35 | 18 | ||||||
| 2025-08-28 | NP | DEMZ - DEMZ 政治捐款 ETF | 2,934 | 36.47 | 1,472 | 46.95 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 180 | 37.40 | 86 | 30.30 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 37,188 | 15.95 | 19 | 28.57 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 10,381 | 111.43 | 5,207 | 127.78 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 11,307 | 24.06 | 6 | 25.00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 17 | 30.77 | 9 | 33.33 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 107 | 54 | ||||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 6,185 | 4.00 | 3,102 | 12.03 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 4,349 | 40.93 | 2,181 | 51.77 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 1,818 | 10.65 | 912 | 19.08 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -6,411 | -3,216 | |||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 10,457 | 3.79 | 5,245 | 11.81 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 5,068 | 1.44 | 2,542 | 9.24 | ||||
| 2025-08-11 | 13F | 普洛特金财务顾问有限公司 | 702 | 3.69 | 352 | 11.75 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 736 | 2.51 | 369 | 10.48 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 2,730 | 1,369 | ||||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 80,437 | 3.94 | 40,346 | 11.95 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 1,555 | 14.68 | 780 | 23.45 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 61 | 1.67 | 30 | 7.14 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 3,352 | 1.95 | 1,681 | 9.80 | ||||
| 2025-08-13 | 13F | 全球捐赠管理有限合伙人 | 1,625 | 16.32 | 815 | 25.38 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 83,765 | 30.24 | 42,018 | 40.29 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -1,943 | -20.14 | -931 | -24.06 | |||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 422,167 | 4.79 | 211,755 | 12.87 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 1,908 | 44.55 | 957 | 55.86 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 7,400 | 0.27 | 3,712 | 8.00 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 4,470 | 74.88 | 2,242 | 88.40 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 10,962 | 5,498 | ||||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 2,142 | 9.45 | 1,027 | 4.06 | ||||
| 2025-07-25 | 13F | 里程碑 Administradora de Recursos Ltda。 | 19,055 | 214.70 | 9,558 | 239.02 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,373 | 24.14 | 1,617 | 18.04 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 83,751 | 0.76 | 40,144 | -4.16 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 3,469 | 1,740 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,286 | 18.53 | 645 | 35.29 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 5,986 | 21.86 | 3,002 | 31.26 | ||||
| 2025-08-04 | 13F | 联合银行 | 36,062 | 1.87 | 18 | 12.50 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 25,172 | 76.30 | 12,626 | 89.89 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 4,967 | 0.06 | 2,491 | 7.79 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 2,114 | 14.83 | 958 | 4.13 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 983 | 1.97 | 493 | 10.04 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 25,303 | 3.81 | 12,692 | 11.81 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 3,490 | 4.84 | 1,751 | 12.90 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 45,024 | 22,584 | ||||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 237,883 | 5.84 | 114,022 | 0.67 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 1,675 | 29.54 | 840 | 39.53 | ||||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 82,516 | 0.20 | 41,389 | 7.93 | ||||
| 2025-08-07 | 13F | 商业银行 | 6,370 | 2.26 | 3,195 | 10.17 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 497 | 1.02 | 249 | 8.73 | ||||
| 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 | 9 | 12.50 | 4 | 33.33 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 6,228 | 3.28 | 3,123 | 11.22 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 2,051 | 23.63 | 1,029 | 33.16 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 1,470 | 18.36 | 737 | 27.51 | ||||
| 2025-07-28 | 13F | 创新财富合作伙伴 | 407 | 204 | ||||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 533 | 267 | ||||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 5,620 | 2.22 | 2,819 | 10.12 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 8,219 | 4,123 | ||||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 4,489 | 2,252 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 5,281 | 2.58 | 2,649 | 10.47 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 5 | 3 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 8 | 4 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 13,516 | 2.02 | 6,779 | 9.89 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 10,916 | 15.45 | 5,475 | 24.35 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 41,975 | 7.73 | 19,020 | -2.27 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 1,380 | 78.06 | 708 | 107.94 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 779 | 391 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 403 | 139.88 | 193 | 129.76 | ||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 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 | 206,982 | 12.14 | 93,788 | 1.74 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 533,179 | 1.68 | 241,594 | -7.75 | ||||
| 2025-08-14 | 13F | 蓝云杉投资有限公司 | 1,162 | 583 | ||||||
| 2025-08-08 | 13F | 等投资顾问公司 | 33,116 | 16.50 | 16,610 | 25.48 | ||||
| 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 | 8 | 4 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,409 | 3.49 | 2,904 | -6.11 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 6,266 | 21.74 | 3,143 | 31.08 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 2,016 | 1.87 | 1,011 | 9.77 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 194 | 1,193.33 | 97 | 1,516.67 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 64,798 | 0.12 | 32,502 | 7.84 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 100 | 50 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 519 | 6.35 | 249 | 1.22 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 562 | 106.62 | 255 | 88.15 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 1,879 | 8.30 | 943 | 16.58 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 17,963 | 3.34 | 9,010 | 11.30 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 72 | 36 | ||||||
| 2025-06-26 | NP | FIVFX - 富达国际资本增值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108,324 | 10.93 | 49,084 | 0.64 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 926 | 0.98 | 478 | 19.80 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 71,591 | 2.49 | 35,909 | 10.40 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 945 | 7.51 | 474 | 15.65 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 603 | 303 | ||||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 805 | 0.62 | 404 | 8.33 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 9,141 | 0.98 | 4,585 | 8.78 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 1,843 | 0.11 | 1 | |||||
| 2025-08-08 | 13F | KBC 集团 | 99,962 | 6.93 | 50 | 16.28 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 1,866 | 13.50 | 936 | 22.22 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 46 | 70.37 | 23 | 91.67 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 4,756 | 30.23 | 2,386 | 40.29 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 24 | 12 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 587 | 39.10 | 294 | 47.74 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 15 | 8 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 906 | 455 | ||||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 435 | 218 | ||||||
| 2025-08-11 | 13F | 交响金融有限公司 | 19,578 | 9,820 | ||||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 4,303 | 29.73 | 2,158 | 39.77 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 13,597 | 4.42 | 6,161 | -5.26 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 1,237 | 1.64 | 620 | 9.54 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 798 | 7.69 | 400 | 15.94 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 86 | 2.38 | 43 | 10.26 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 5,349 | 6.41 | 2,683 | 14.61 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 101 | 3.06 | 51 | 11.11 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,060 | 7.29 | 1,033 | 15.55 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 13,700 | 585.00 | 6,872 | 638.02 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 3,174 | 33.03 | 1,592 | 43.29 | ||||
| 2025-08-14 | 13F | 万城投资管理有限公司 | 51,251 | 8.03 | 26 | 13.64 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 509 | 6.71 | 255 | 14.86 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 3,065 | 66.67 | 1,389 | 65.44 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 37,203 | 1.36 | 18,660 | 9.17 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-07-31 | 13F | 红杰资产管理有限公司 | 3,000 | 1,505 | ||||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 202,672 | 0.54 | 101,658 | 8.29 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 273 | 2.63 | 137 | 10.57 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 1,798 | 2.45 | 902 | 10.28 | ||||
| 2025-08-11 | 13F | 玛维斯塔投资合伙公司 | 93,431 | 0.98 | 46,864 | 8.77 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 2,380 | 72.84 | 1,194 | 86.12 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 95,919 | 17.04 | 43,463 | 6.19 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 6,217 | 36.49 | 3,118 | 47.01 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 3,415 | 13.00 | 1,713 | 7.67 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 11,872 | 0.25 | 5,955 | 7.98 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 7,127 | -245.24 | 3,575 | -253.92 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 279,650 | 332.81 | 140,270 | 366.18 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,034 | 12.27 | 519 | 21.03 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 156,677 | 6.27 | 77,678 | 14.41 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 211,700 | 1,445.26 | 106,187 | 1,564.62 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 19,600 | 157.89 | 9,831 | 177.79 | |||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 51 | 292.31 | 23 | 475.00 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 2,160 | 13.56 | 1,083 | 22.37 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Put | 85,600 | 42,936 | |||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,060 | 125.05 | 532 | 142.47 | ||||
| 2025-06-26 | NP | FCPAX - 富达顾问国际资本增值基金A级 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 | 280,286 | 12.29 | 127,003 | 1.88 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 12,724 | 61.08 | 6,382 | 73.52 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 87,240 | 3.59 | 39,530 | -6.02 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | 105,500 | 52,918 | ||||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 1,898 | 6.63 | 953 | 14.98 | ||||
| 2025-07-30 | 13F | 福格尔资本管理公司 | 11,075 | 3.31 | 5,555 | 11.28 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 553 | 277 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,469 | 8.37 | 2,242 | 16.72 | ||||
| 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 | 7,002 | 4.51 | 3,356 | -0.59 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 3,670 | 0.11 | 1,841 | 7.79 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 358 | 82.65 | 180 | 96.70 | ||||
| 2025-07-30 | 13F | TRB 顾问有限合伙人 | 10,000 | 5,016 | ||||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 168,094 | 105.28 | 84 | 121.05 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 2,252 | 31.08 | 1,130 | 41.13 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 1,218 | 3.48 | 611 | 11.31 | ||||
| 2025-08-28 | NP | BBR ALO 基金有限责任公司 | 37,416 | 48.75 | 18,767 | 60.22 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 6 | 3 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 9,509 | 7.28 | 4,770 | 15.56 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 22 | 2,100.00 | 11 | |||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 504 | 1.20 | 253 | 9.09 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 518 | 3.19 | 260 | 11.59 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 14 | 7 | ||||||
| 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 | 926 | 1.65 | 444 | -3.49 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 2,033 | 17.65 | 1,018 | 26.62 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 7 | 75.00 | 4 | 200.00 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 11 | 4 | |||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 644 | 5.57 | 323 | 13.73 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 2,771 | 1,390 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,202 | 8.00 | 545 | -1.98 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 1,700 | 41.67 | 853 | 52.69 | |||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 8,051 | 97.91 | 4,038 | 113.20 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 210 | 40.00 | 105 | 52.17 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 2,470 | 16.02 | 1,119 | 5.27 | ||||
| 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 | 1,766 | 120.75 | 886 | 137.90 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 37,944 | 7.18 | 19,032 | 15.45 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 4 | 100.00 | 2 | |||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 6,446 | 25.73 | 2,921 | 14.06 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,202 | 22.35 | 39,401 | 16.38 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 36,771 | 1.26 | 18,444 | 9.07 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 6,310 | 6.16 | 3,165 | 14.34 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 986 | 3.35 | 495 | 11.26 | ||||
| 2025-07-22 | 13F | DB Root 有限公司 | 922 | 14.53 | 462 | 23.53 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 75 | 8.70 | 34 | -2.94 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 435 | 218 | ||||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 112 | 0.90 | 0 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 20,466 | 44.30 | 10,265 | 55.44 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,087 | 1.87 | 493 | -7.52 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 682 | 294 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -22 | -11 | |||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 80 | 42.86 | 40 | 53.85 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 25,786 | 2.69 | 12,360 | -2.33 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 1,822 | 0.66 | 914 | 8.43 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 766 | 5.66 | 347 | -4.14 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 1,800 | 50.00 | 903 | 61.65 | |||
| 2025-08-13 | 13F | 法国外贸银行 | 55,091 | 88.40 | 27,633 | 105.07 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 3,923 | 40.81 | 1,968 | 51.66 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 501 | 1.42 | 251 | 9.13 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 11,563 | 3.21 | 5,800 | 11.16 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 1,061 | 1.05 | 532 | 27.27 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 301 | 13.58 | 136 | 3.03 | ||||
| 2025-05-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 4,412 | 27.85 | 2,055 | 25.78 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 20,412 | 8.33 | 10,238 | 17.77 | ||||
| 2025-08-14 | 13F | 东海岸资产管理有限公司。 | 14,936 | 0.09 | 7,492 | 7.80 | ||||
| 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 | 11,625 | 2.15 | 5,572 | -2.83 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 2,038 | 13.10 | 1,022 | 21.81 | ||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 66,793 | 22.06 | 33,503 | 31.47 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 8,019 | 15.63 | 3,844 | 9.99 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 2,392 | 31.72 | 1,084 | 19.54 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 32,310 | 6.22 | 16,206 | 14.41 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,900 | 19.57 | 953 | 28.96 | ||||
| 2025-08-11 | 13F | 赖斯霍尔詹姆斯联合有限公司 | 691 | 12.72 | 347 | 21.40 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,968,787 | 987,524 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 134 | 1.52 | 67 | 9.84 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 656 | 8.43 | 329 | 17.08 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 1,436 | 246.86 | 688 | 230.77 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 50 | 19.05 | 25 | 31.58 | ||||
| 2025-08-14 | 13F | 吉尔森资本有限合伙人 | 66,231 | 37.34 | 33 | 50.00 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 13 | 6 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 6,598 | 1.85 | 2,990 | -7.60 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 622 | 2.13 | 312 | 9.89 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,567 | 37.10 | 786 | 47.56 | ||||
| 2025-08-14 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 9,400 | 4,715 | ||||||
| 2025-07-25 | 13F | BSN资本合作伙伴有限公司 | 208 | 100 | ||||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 807 | 8.18 | 387 | 2.93 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 55,553 | 3.30 | 27,748 | 10.95 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 1,297 | 2.21 | 651 | 10.17 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 4,962 | 2,248 | ||||||
| 2025-07-25 | 13F | 海明顿财富管理 | 166 | 7.10 | 0 | |||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 670 | 337 | ||||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 667 | 335 | ||||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 584 | 3.55 | 293 | 11.45 | ||||
| 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 | 37,983 | 133.21 | 19,052 | 151.20 | ||||
| 2025-06-26 | NP | FNDMX - 富达系列可持续非美国发达市场基金 | 230 | 55.41 | 104 | 42.47 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -703 | -18.07 | -353 | -11.78 | |||
| 2025-06-26 | NP | FTCEX - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund：C 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,189 | 40.16 | 3,257 | 27.18 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 744 | 67.57 | 373 | 81.07 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 694 | 1.31 | 348 | 9.09 | ||||
| 2025-07-30 | 13F | 艾伦·B·兰兹联合公司 | 400 | 201 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 700 | 351 | |||||
| 2025-08-13 | 13F | 裸金融服务公司 | 22 | 266.67 | 11 | 450.00 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 3,012 | 1,365 | ||||||
| 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 | 15,082 | 1.88 | 7,565 | 9.73 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 400 | 201 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 107 | 25.88 | 54 | 35.90 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,290 | 2.96 | 6,022 | -6.59 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 1,600 | 803 | |||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,704 | 4.86 | 855 | 12.96 | ||||
| 2025-07-29 | NP | PFSAX - PGIM Jennison 金融服务基金 A 类 | 11,824 | 18.91 | 5,667 | 13.09 | ||||
| 2025-07-18 | 13F | 佩勒姆资本有限公司 | 26,563 | 15.26 | 13,324 | 24.14 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 16,881 | 8 | ||||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 3,827 | 1.86 | 1,919 | 9.72 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 26,785 | 1.90 | 13,427 | 9.65 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 851 | 8.55 | 427 | 16.71 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 856 | 11.02 | 0 | |||||
| 2025-08-14 | 13F | 维度资本管理有限公司 | 1,586 | 796 | ||||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 4,914 | 8.36 | 2,465 | 27.93 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 21,615 | 0.31 | 10,842 | 8.03 | ||||
| 2025-07-21 | 13F | 范德比尔特大学 | 6,253 | 32.84 | 3,136 | 43.07 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 23 | 10 | ||||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 612 | 22.40 | 307 | 31.90 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 3,834 | 223.82 | 1,923 | 249.00 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,215 | 64.19 | 551 | 49.05 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 377 | 189 | ||||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 11,173 | 33.41 | 5,453 | 41.10 | ||||
| 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 | 466 | 19.49 | 211 | 8.76 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 102,968 | 4.98 | 46,657 | -4.75 | ||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 41,916 | 0.33 | 18,993 | -8.98 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 1,895 | 0.16 | 908 | -4.72 | ||||
| 2025-08-26 | NP | FTCS - First Trust Capital Strength 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 | 376,370 | 5.61 | 188,783 | 13.75 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 32,917 | 19.53 | 16,511 | 28.74 | ||||
| 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 | 222,476 | 7.99 | 106,637 | 2.72 | ||||
| 2025-04-28 | NP | UTRN - Vesper 美国大盘短期反转策略 ETF | 969 | 488 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 24,308 | 22.63 | 12,195 | 32.11 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 1,456 | 18.28 | 730 | 25.43 |
